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Reginald Victor Jones, known as R.V. Jones, was one of Britain's most brilliant scientific minds during the Second World War. His unparalleled contributions to intelligence, particularly in countering the Luftwaffe's technological advancements, earned him a prominent place in the history of science and warfare.

Terry Bailey explains.

*R.V. Jones (left), DCI James Woolsey, and Jeanne de Clarens.*

Early life and education

R.V. Jones was born on September 29, 1911, in Herne Hill, London, to a family of modest means. From an early age, he exhibited an intense curiosity for how things worked, which led him to pursue studies in physics. Jones attended Alleyn's School in London before securing a scholarship to Wadham College, Oxford. At Oxford, Jones studied physics under some of the most distinguished scientists of the time, including Frederick Lindemann, later known as Lord Cherwell, who became a key advisor to Winston Churchill during the war.

Jones graduated with a first-class degree and remained at Oxford to conduct research in atmospheric physics. His deep interest in scientific instrumentation and precision led him to become an expert in high-frequency measurements. In 1936, he completed his Doctorate focusing on spectroscopic measurements, which laid the groundwork for the skills he would later apply to military intelligence and post contributions.

Joining the British Air Ministry

In 1939, as tensions in Europe escalated into war, Jones was recruited by the British Air Ministry, eventually working in scientific intelligence. He joined a small but elite team of scientists tasked with monitoring and analyzing German technological developments. His role quickly evolved into one of the most crucial during the war, becoming responsible for understanding and countering German advancements in radar, electronic warfare, and guided weapons.

R.V. Jones's most significant work came under the Directorate of Scientific Intelligence, where he reported directly to Churchill's scientific advisor, Frederick Alexander Lindemann, (1st Viscount Cherwell). Jones' task was to stay ahead of German technology, which meant intercepting, analyzing, and neutralizing it before it could be deployed effectively against the Allies.

The Battle of the Beams

One of Jones' earliest and most celebrated contributions was in the Battle of the Beams, a critical episode in the air war between Britain and Germany. Early in the war, the Luftwaffe began using radio navigation systems to guide their bombers over long distances during nighttime raids. These systems, such as the Knickebein, Lorenz, and X-Gerät, relied on a series of radio beams transmitted from the German-occupied continent, which the bombers would follow to reach their targets in Britain.

Jones, recognizing the threat posed by these beams, set to work analyzing how they functioned. Using a combination of intercepted German communications, captured equipment from down enemy aircraft and scientific reasoning, he discovered that the beams were highly directional and precise. The German bombers would fly along these invisible paths and drop their bombs when they intersected at pre-arranged points over British cities.

Jones proposed a series of countermeasures that were both simple and effective. His team developed techniques to jam or distort the beams, leading German pilots astray. Additionally, he arranged for false signals to be transmitted, causing the Luftwaffe to drop their bombs over empty fields instead of their intended targets. This deception was so successful that German crews often believed their bombs had hit home, while British cities remained relatively unscathed.

Operation Biting and countering German radar

The Germans were developing their advanced radar system at the same time as the British. As a scientific intelligence officer attached to the Air Ministry, Jones was able to untangle the clues which led to understanding Germany's radar capabilities, notably the highly effective Würzburg radar.

Jones was instrumental in instigating Operation Biting, the daring raid designed to obtain a working model of the German Würzburg radar. By 1941, the British were aware that the German radar systems were highly effective at detecting Allied aircraft, especially during bombing missions over occupied Europe. However, the precise nature of how the operational capabilities of these radars remained unclear. Jones, based on intelligence reports and radio intercepts, not only confirmed the existence of the radar but was also convinced that obtaining physical components from a German radar installation would provide the necessary insight for the British to develop effective countermeasures.

The opportunity arose when a Würzburg radar was located near Bruneval, on the French coast. Jones was instrumental in convincing the British high command to authorize a raid to capture the radar system. Operation Biting took place in February 1942, with British paratroopers seizing and dismantling key parts of the Würzburg radar. The successful retrieval of these components allowed Jones and his team to analyze the technology, leading to the development of electronic countermeasures that disrupted German radar accuracy. This not only improved the effectiveness of British bombing campaigns but also laid the foundation for further technological advances in electronic warfare.

His broader efforts to understand and neutralize German radar formed a key component of Britain's overall defense strategy, allowing the Allies to maintain the upper hand in the battle for air superiority. His contributions were critical in reducing the threat posed by German air defenses, in addition to paving the way for aspects of Operation Bodyguard.

The Intelligence war and operation bodyguard

Beyond the Battle of the Beams and radar countermeasures, Jones was instrumental in a wide array of intelligence efforts that significantly altered the course of the war. Perhaps one of his most vital contributions was the small part he and his department played in Operation Bodyguard, the extensive deception campaign that misled the German high command about the location of the D-Day landings.

The role R. V. Jones played in this operation though small was extremely significant, by monitoring German radar systems and electronic communication his input was crucial to its success.

Operation Bodyguard fed false information to German intelligence through a combination of radio broadcasts and fake infrastructure—such as the famous "ghost" army under General Patton, in addition to the double cross program that turned German agents to transmit false information.

Jones' knowledge of German technologies helped steer a number of the aspects of the deception that ensured the Germans believed the main invasion force would land at Calais rather than Normandy.

However, his efforts in the intelligence war extended to the development of countermeasures against German V-weapons. As early as 1943, British intelligence began receiving reports of a secret German weapon capable of causing massive destruction from long range. This was the V-1 flying bomb, soon followed by the more advanced V-2 rocket.

Countering the V-Weapons

Jones became part of the team that unraveled the mystery of the V-weapons and devised defenses against weapons. The V-1, often referred to as the "buzz bomb," was essentially a pilotless aircraft powered by a pulse jet engine. It could travel at high speeds and deliver a significant explosive payload over a reasonable distance. After analyzing intelligence reports, aerial reconnaissance, and even fragments of crashed V-1 bombs. Jones concluded that the weapon was likely to be used against London in a terror campaign.

Jones and his team helped devise several countermeasures, including anti-aircraft defenses, night-fighter tactics, and even attempts to jam the gyroscopic guidance system of the V-1 bombs. Although the V-1 caused significant destruction, Jones' contributions in reducing its effectiveness and helping target the launch sites minimized its overall impact.

The V-2 rocket, which came later, posed an even greater threat. Travelling faster than the speed of sound, the V-2 was impossible to intercept once launched. Jones, however, worked tirelessly to pinpoint the locations of the V-2 launch sites and relay this information to the Allied bomber command. His work in this area, while less publicized than his earlier contributions, played a significant role in limiting the V-2's potential for devastation.

Achievements and Recognition

Jones' achievements during the war were numerous, and he became one of the most trusted figures in British military scientific intelligence. His scientific acumen and ability to outthink the enemy's engineers earned him a reputation as a genius in the field of electronic warfare. In 1946, he was appointed Companion of the Order of the Bath (CB) for his contributions to the war effort.

Perhaps Jones' greatest legacy was his influence on the emerging field of electronic warfare. His work laid the foundation for many of the technologies and strategies used in subsequent conflicts, including the Cold War. His relentless focus on precision and understanding the enemy's technological capabilities set the standard for scientific intelligence work for decades to come.

Following the war, Jones returned to academic life. He became the Chair of Natural Philosophy at the University of Aberdeen, where he inspired a new generation of scientists. He also wrote extensively about his wartime experiences, most notably in his autobiography, 'Most Secret War' which remains one of the most important accounts of scientific intelligence during the Second World War.

In addition to his contributions to military science, Jones was involved in a variety of scientific projects throughout his career, including work on spectroscopy, astronomy, and atmospheric physics. His broad scientific interests and ability to apply his knowledge to practical problems ensured that his impact extended far beyond the battlefield.

Legacy

R.V. Jones passed away on December 17, 1997, but his legacy as one of Britain's most important wartime scientists endures. His work in scientific intelligence fundamentally changed the way wars were fought, demonstrating the power of knowledge and technological understanding in shaping military outcomes.

Jones is remembered not just for his wartime achievements but also for his lifelong dedication to science. His ability to blend theoretical knowledge with practical application was key to many of his successes, and he remained a firm advocate for the importance of science in both national defense and civil progress.

As the world continues to advance in the fields of electronics, intelligence, and warfare, the principles that R.V. Jones championed remain as relevant as ever. His life serves as a reminder that, even in the darkest times, the human capacity for innovation and intellect can serve as a powerful weapon against those who seek to harm.

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It seems accepted that today’s political atmosphere is more divisive, caustic, and contentious than any since the Civil War. But from research for the author’s book, Manny Shwab and the George Dickel Company (Amazon US | Amazon UK), at least in Tennessee, the late 1880s through 1920 were even more contentious and volatile over the issue of prohibition.

Clay Shwab explains.

*A 1915 advert for Cascade Whisky from the Rock Island Argus.*

Nashville

From the 1890s through the tumultuous years leading to Prohibition, the city of Nashville was very much like the wild west—a bustling, exciting, changing, and dangerous place. Political debates and rallies were frequently held in the downtown streets with hordes in attendance. Legal fun may have been hard to find in pre-Music City Nashville. Gunfire was frequent. In 1908, a senator and editor of the Nashville Tennessean, Edward Carmack, was shot and killed on Union Avenue after he attempted to shoot a one-time friend and editor of the Nashville American, Duncan Cooper. Their dispute related to prohibition.

From 1890 through 1920, Tennessee was a political war zone between the Wets and the Drys, the anti-prohibitionists and the prohibitionists, with entrepreneur and owner of the George Dickel whisky company, V. E. “Manny” Shwab, as the chief strategist and field general for the Wets. Shwab owned the state’s most valuable distillery producing the “famous” Cascade Whisky, “Mellow as Moonlight”–at the time, a far more popular and well-known whiskey than Jack Daniel’s. The wet and dry battle blew Tennessee politics apart to the point that the Republican and Democrat parties split in half and reformed along prohibition position lines. The anti-liquor proponents were known as “Fusionists”.

Cascade Hollow Seizure

Senator Carmack’s shooting provided the Drys the martyr they needed. In 1909, shortly after the shooting, Tennessee passed Bill #11 banning the manufacture of alcohol. Malcolm Patterson, Tennessee governor and Shwab ally, vetoed the bill, but the legislature overrode his veto. Five days later, in what was the largest federal seizure of any kind, Shwab’s Cascade Hollow Distillery was shut down. Nine thousand barrels of Cascade whisky were seized along with the distillery’s six buildings and 600 acres. The whiskey alone was values at over $30 million in today’s dollars.

Newspapers were unabashedly biased, giving wildly differing “factual” accounts of events. According to reports, Shwab was either “the debaucherer of more young men than any other man in Tennessee” because of his whiskey company and many saloons, or a “one man Tammany Hall”, or “Nashville’s richest citizen” and a philanthropic, consensus building visionary, dragging Tennessee into the 20th century while elevating Tennessee whiskey to a stellar reputation. Newspapers throughout the country and Canada covered the seizure with headlines such as: “Big Still Taken by U.S.”, Chicago Tribune; “Raid on Whiskey”, Vicksburg, Mississippi; “The Cascade distillery is the most valuable property of the kind in the state”, Nashville Banner; “Chattanoogans Think it Was Prompted by Politics”, Chattanooga. To emphasize the importance of the distillery to the state, the Nashville American stated that from 1905-1908, Manny’s Dickel company that distributed Cascade paid one fourth of the taxes paid by all distilleries in middle and west Tennessee combined, including Jack Daniel’s.

Tennessee Prohibition was not to go into effect until January of the next year, 1910. The alleged violation was tax evasion due to the common practice known as “equalization of wantage”. During the process of aging whiskey in wooden barrels, evaporation occurs. The government required payment of tax on a minimum of 40 gallons per each 50 gallon barrel, even if there were only 35 gallons remaining after evaporation. To avoid paying tax on non-existent whiskey, distillers would take whiskey from barrels holding more than 40 gallons and add it to barrels containing less. The seizure occurred on Thursday, April 1. Through Manny’s connection with the U.S. Attorney General and some powerful Tennessee allies, the distillery was back in Shwab’s hands the following Monday after posting a bond of $275,000 ($8.4 million today).

Bill #11 did not stop the fight. In 1911, thirty four Republican legislators retreated to Decatur Alabama to deny a quorum to vote on legislation—referred to by them as “the liquor election bill”—that would lead to the reversal of Tennessee’s prohibition on distilling. Shwab had assured the bill’s successful passage allegedly by bribing six Republicans. The April 12, 1911 Nashville Banner headline exclaimed “High-Handed Corruption Alleged in Election Bill Fight…Member or Members Have Been Fixed—Money Furnished by Well Known Liquor Dealer.” The allegation was that the Shwabs had furnished over $20,000 ($660,000 today) to “fix” votes. With the legislative process ground to a halt, the April 14, 1911 Memphis Commercial Appeal opined that “the whole public machinery of the state would be clogged so long as the present situation exists.”

And the “present situation” persisted. The May 4th Tennessean deemed Prohibitionist legislators who were supporting the bill, “arrant hypocrite and… mutton-headed ignoramuses” who have “…an inherited affliction which cannot be cured and for which [they] should be pitied, and not censured.” So much for objective journalism. By June 26, the three-month stand-off must have finally subsided as the legislature had a quorum to pass resolution #57 calling for an investigation into the slush-fund allegations as well as new allegations against several legislators. In July, Governor Ben Hooper vetoed the joint resolution. The fight persisted.

Boss Crump and Liquor by the Drink

In October 1913, Governor Hooper called a special and highly contentious legislative session of both houses. The issues were the shipping of liquor into Tennessee from other states and the “Nuisance Bill”. The bill would “declare a saloon, gambling den, bawdy house, or any other business the conduct of which is a violation of the law, a public nuisance.” Similar to modern day anti-abortion bills considered by some states, any five qualified voters could shut a business down in an effort to get around public officials who were seen as ignoring the activity. For example, Shwab was consistently accused of using his influence to avoid raids on his saloons as well as influencing legislation and dictating nominees for office.

Thirty-nine year old mayor of Memphis, E.H. “Boss” Crump, went to Nashville to fight and alter the legislation and to secure Manny’s support. Crump would be a major figure in Tennessee politics for the next twenty years, very much following in Shwab’s footsteps. He wanted to manipulate the language of the law so eleven of his wards could sell liquor by the drink. Manny was all for it, as it would allow liquor to be sold in the major cities. Papers referred to the issue as a “battle royal”. According to the Knoxville Journal:

Backing up mayor Crump and his henchmen was V. E. Shwab the wealthiest whiskey man in Tennessee the owner of Cascade, and the Gibraltar of the whiskey interests in Tennessee.…He was seen to talk with various members of the house and senate on the floor of the Maxwell (hotel) lobby this morning…Some little excitement went the round in whispers this morning when it got started that the whiskey interests are threatening the weak-kneed fellows.

Indicative of the atmosphere in Nashville, the Bristol Courier declared “The Tennessee Legislature has been in session and nobody has been killed, not even Boss Crump”. The lobbyists were accused of “threatening dire consequences to those who have accepted courtesies from them.” But the Crump and Shwab forces were unsuccessful. On October 14, 1913, the Tennessean exuberantly announced “John Barleycorn Knocked Out in Second Round”, declaring “Nashville Arid”. Shwab moved operations to Louisville to continue distilling and selling his renowned Cascade internationally until federal prohibition in 1920.

Clay Shwab’s book, Manny Shwab and the George Dickel Company, is available here: Amazon US | Amazon UK

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His body rests at Cypress Lawn Cemetery near San Francisco where he died in 1860. His head sits at the Warren Anatomical Museum in Boston. Here, Terry Hamburg tells us about a man who suffered a brain injury and the changes it caused – Phineas Gage.

*Phineas Gage in the time after his accident.*

Phineas Gage is perhaps the most famous neurological patient in modern history, called one of the “great medical curiosities of all time” and a “living part of medical folklore.” Malcolm MacMillan of the University of Melbourne records that two-thirds of introductory psychology textbooks cover Gage and his significance: "He was the first case where you could say fairly definitely that injury to the brain produced some kind of change in personality.” At the time, study of the brain is very rudimentary. Phrenologists, who accessed personalities by calculating protrusions on the skull, are still respected. The famous case of Phineas Gage will become a critical step in modern brain science.

September 1848

The young, robust, gregarious lad is employed as munitions foreman for the Rutland & Burlingame Railroad in Vermont. It is the most dangerous job in the crew. A standard blasting procedure involves boring a hole deep into rock, stuffing it with explosive powder and fuse, then using a tamping iron to pack in sand or clay to contain and direct the blast. Proud of his profession, Gage commissions an especially large custom-made tamping rod: three feet seven inches long, 1.4″ in diameter, and weighing over thirteen pounds.

The most dreaded mishap in munitions is a premature explosion.The tamping rod rockets into the left side of Gage’s face in an upward direction just past the lower jaw angle. Traversing the upper jaw and fracturing the cheekbone, it passes behind the left eye, through the left side of the brain, and flies out the top of his skull.

Gage is catapulted, lands hard on his back, convulses for a time, but is able to speak after a few minutes. He walks with little assistance and sits upright in an oxcart for a bumpy one mile ride to his town lodgings. True to the pioneer macho man legend, Gage shrugs off the injury, announcing he is not “much hurt” and expects to be back at work in a few days. His recovery from this horrific event is one of top medical stories of the era. Doctors worldwide exchange ideas and theories on the details and implications of the accident. For the next generation, it becomes the standard against which other injuries to the brain are judged. Some refuse to believe that anyone could survive such an ordeal – it must be a fabrication or a trick.

Despite his own optimism, Gage’s convalescence is long, difficult, and uneven, which requires further attendance by his physician, John M. Harlow, who garners fame as the doctor who treats the man who should not be. By April 1849, the patient is proclaimed to be in good physical health. Gage has, however, lost vision in his left eye and sustains a large forehead scar and a deep depression on top of his head “beneath which the pulsations of the brain can be perceived,” Dr. Harlow noted. “He has no pain in his head but says it has a queer feeling which he is not able to describe.”

After recovery

For a brief time after recovery, Gage exploits his newfound fame as a one-man traveling exhibit at New England venues, including an event organized by P.T. Barnum, where he is the object of both morbid curiosity and praise. This sort of exposure is soon overexposed, and the still robust Gage continues to work at various jobs as a farmer, stable and coach service owner, and a long-distance stagecoach driver, but he suffers from occasional seizures and then epilepsy, dying in 1860 twelve years after his injury. There are many reports that he underwent dramatic and negative personality changes – becoming a dishonest, ill-tempered, brawling lout.Gage’s steady work history and other contemporary assessments suggest such claims are exaggerated.

Phrenologists contended that destruction of the mental “organs” of Veneration and Benevolence caused Gage’s behavioral changes. Harlow may have believed that the organ of Comparison was damaged as well.

Dr. Harlow requests and receives the patient’s skull. He is bequeathed the most famous tamping rod in history, which Gage carried wherever he went, inscribed: This is the bar that was shot through the head of Mr Phineas P. Gage at Cavendish, Vermont, Sept 14, 1848. He fully recovered from the injury & deposited this bar in the Museum of the Medical College of Harvard University.

These artifacts, along with a plaster cast of Phineas Gage’s head created during an 1850 examination, are the most sought-out items at the Warren Anatomical Museum on the Harvard Medical School campus.

Terry Hamburg is director emeritus of the Cypress Lawn Cemetery Heritage Foundation. His recently published book Land of the Dead: How The West Changed Death In America explores how the demands of survival and adaptation in the Gold Rush western migration changed a multitude of American customs, including the way we bury and grieve for our ancestors. California and San Francisco serve as case studies. Visit his author page: https://www.terryhamburgbooks.com.

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Sir Barnes Neville Wallis, CBE, FRS, RDI, FRAeS, born on Septembe, 26, 1887 in Ripley, Derbyshire, is often remembered for his role in the development of the famous "bouncing bomb" during the Second World War. However, his contributions to science, engineering, and aeronautics extend far beyond this iconic invention. A visionary in the truest sense, Wallis's legacy includes groundbreaking work in airship design, aircraft development, and advanced weaponry, in addition to, shaping the course of 20th-century technology.

Terry Bailey explains.

*Barnes Neville Wallis.*

Early life and education

Wallis's early life provided the foundation for his eventual career in engineering. His father, Charles Wallis, was a doctor, but young Barnes developed an early fascination with mechanical objects, much to his father's frustration. After attending Christ's Hospital school in Sussex, where he displayed a knack for mathematics and science, Wallis pursued an apprenticeship at Thames Engineering Works. However, he subsequently changed his apprenticeship to J. Samuel White's, the shipbuilder based at Cowes on the Isle of Wight originally training as a marine engineer, he took a degree in engineering via the University of London external program.

Contributions to Airship design

Wallis's early career saw him make significant contributions to the development of airships. In 1913, he joined Vickers, a company heavily involved in aeronautics, where he began working on lighter-than-air vehicles. He played a pivotal role in the design of the R100, a large British airship intended for long-range passenger travel.

The R100 project was part of a competition with the government-sponsored R101, which ultimately ended in disaster with the crash of R101, a craft of a different design to the R100. While the R101's failure effectively ended the British airship program, the R100 itself was a technical success, in large part due to Wallis's innovative structural design, which utilized a geodesic framework. This design became a hallmark of Wallis's work.

The geodesic framework was notable for its strength and lightweight properties. This design not only enhanced the airship's durability but also reduced its overall weight, making it more fuel-efficient. The R100's successful transatlantic flight to Canada in 1930 was a testament to the efficacy of Wallis's design, even though the airship program was ultimately scrapped after the R101 disaster.

Transition to aircraft design

After the decline of airship development, Wallis turned his attention to aircraft design. His expertise in geodesic structures led him to work on the Vickers Wellington bomber, which was used extensively by the Royal Air Force, (RAF) during the Second World War. The Wellington's geodesic structure made it incredibly resilient to damage. Unlike conventional aircraft, the Wellington could sustain considerable battle damage yet continue flying due to its ability to retain structural integrity even after losing large sections of the skin or framework.

This durability made it a valuable asset during the war, particularly during the early bombing campaigns. Wallis's work on the Wellington showcased his ability to apply innovative design principles to aircraft, extending the operational capabilities and survivability of warplanes. The Wellington aircraft became one of the most produced British bombers of the war, with more than 11,000 units built, attesting to the practical success of Wallis's engineering philosophy.

The Bouncing Bomb and the Dam Busters Raid

Wallis is perhaps most famous and remembered for his invention of the bouncing bomb, which was used in the Dam Busters Raid (Operation Chastise) in 1943. This operation targeted key dams in Germany's industrial Ruhr region, aiming to disrupt water supplies and manufacturing processes critical to the Nazi war effort. The bouncing bomb, officially known as "Upkeep," was an ingenious device that skimmed across the surface of the water before striking the dam and sinking to the optimal depth, then detonated when a hydrostatic pistol fired. In addition to, upkeep two smaller versions were also developed, High-ball and Base-ball.

The design of the bomb required not only advanced physics and mathematics but also extensive practical testing. Wallis conducted numerous experiments with scaled-down prototypes to perfect the bomb's trajectory and spin, ensuring it could bypass underwater defenses and inflict maximum damage, before conducting half and full-scale tests of the bomb. The Dam Busters Raid, though not as strategically decisive as hoped, was a major tactical and propaganda victory that demonstrated the effectiveness of precision engineering in warfare. It also solidified Wallis's reputation as one of Britain's foremost wartime inventors, and designers.

Beyond the Bouncing Bomb: The Tallboy and Grand Slam

While the bouncing bomb is Wallis's most well-known design, his development of the "Tallboy" and "Grand Slam" bombs was arguably more impactful. These were so-called "earthquake bombs," designed to penetrate deeply into the ground or fortifications before exploding, causing immense structural damage. The Tallboy, weighing 12,000 pounds, was used effectively against hardened targets such as U-boat pens, railway bridges, and even the German battleship Tirpitz, which was sunk by RAF bombers in 1944.

The Grand Slam, a 22,000-pound bomb, was the largest non-nuclear bomb deployed during the war. Its sheer destructive power was unparalleled, and it played a crucial role in the final stages of the conflict, helping to obliterate reinforced German bunkers and infrastructure. Wallis's work on these bombs demonstrated his understanding of the evolving nature of warfare, where the destruction of heavily fortified targets became a priority.

Post-War Contributions: Advancements in supersonic flight

After the war, Wallis continued to push the boundaries of engineering, particularly in the field of supersonic flight. He began working on designs for supersonic aircraft, foreseeing the need for faster travel in both military and civilian aviation. His proposed aircraft designs included the "Swallow" which was a supersonic development of Wild Goose, designed in the mid-1950s and was a tailless aircraft controlled entirely by wing movement with no separate control surfaces.

The design intended to use laminar flow and could have been developed for either military or civil applications, both Wild Goose and Swallow were flight-tested as large (30 ft span) flying scale models. However, despite promising wind tunnel and model work, these designs were not adopted. Government funding for Wild Goose and Swallow was cancelled due to defense cuts.

Although Wallis's supersonic aircraft designs were never fully realized during his lifetime, they laid the groundwork for later advancements in high-speed flight. The variable-sweep wing technology he envisioned was later incorporated into aircraft such as the F-111 Aardvark and concepts of supersonic flight in the iconic Concorde, the world's first supersonic passenger airliner. Wallis's vision of supersonic travel outlined his enduring ability to anticipate technological trends.

Marine engineering and submersible craft

Wallis's inventive spirit was not confined to aeronautics. In the post-war years, he became involved in marine engineering, focusing on the development of submersible craft and weaponry. One of his notable projects was the development of an experimental rocket-propelled torpedo codenamed HEYDAY. It was powered by compressed air and hydrogen peroxide that had an unusual streamlined shape designed to maintain laminar flow over much of its length.

Additionally, Wallis also explored the development of deep-sea submersibles. His work on underwater craft highlighted his interest in new forms of exploration and transportation, aligning with the burgeoning post-war interest in oceanography and underwater research. As part of this exploration of underwater craft, he proposed large cargo and passenger-carrying submarines, that would reduce transportation costs drastically, however, nothing came of these designs which probably would have transformed ocean-going transportation.

Due to Wallis's experience in geodesic engineering, he was engaged to consult on the Parkes Radio Telescope in Australia. Some of the ideas he suggested are the same as or closely related to the final design, including the idea of supporting the dish at its center, the geodetic structure of the dish and the master equatorial control system.

Later life and recognition

Throughout his life, Wallis maintained a strong commitment to education and mentorship. He was an advocate for the advancement of engineering as a discipline and frequently gave lectures to students and professionals alike. Wallis became a Fellow of the Royal Society in 1945, was knighted in 1968, and received an Honorary Doctorate from Heriot-Watt University in 1969 in recognition of his outstanding engineering achievements. Additionally, he was awarded the Royal Society's prestigious Rumford Medal in 1971 for his work in aerodynamics.

Even in his later years, Wallis remained active in engineering, particularly in exploring the future potential of space travel. His forward-thinking ideas on rocket propulsion and spacecraft design, though largely theoretical at the time, hinted at the emerging field of space exploration, which would become a global endeavor in the following decades.

Wallis passed away on October, 30, 1979, leaving behind a legacy of innovation that continues to inspire engineers and inventors worldwide. His impact on both military and civilian technologies is a testament to his brilliance and determination to push the boundaries of what he knew was possible but others often did not.

Legacy

Sir Barnes Neville Wallis, CBE, FRS, RDI, FRAeS, was a true polymath whose influence extended across multiple disciplines. While he is best known for his wartime contributions, particularly the bouncing bomb, his legacy goes far beyond a single invention.

From the geodesic structures of airships and bombers to supersonic aircraft concepts and deep-sea exploration vehicles, in addition to, his innovative ideas on ocean and space exploration and travel. Wallis's career spanned an astonishing range of technological advancements. His ability to marry theoretical physics with practical engineering solutions made him a giant of 20th-century science and technology.

Wallis's story is not just one of wartime ingenuity but of a lifetime spent striving to solve complex problems with creativity and persistence. His contributions continue to resonate today, reminding us that the spirit of innovation is timeless.

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Britain possesses over sixty hill figures of varying size and design that are carved into her hillsides. They invite both admiration and curiosity. Most are laid out on hillsides that have underlying chalk foundations. These figures are so huge that that they can be viewed from miles around and are especially visually effective on bright summer days. Most of these figures are made up of white horses, but amongst the others there are two giants (one in a naked depiction), a multitude of crosses, various military commemorations, a stag, a lion, a panda, a kiwi, and a kangaroo.

Steve Prout explains.

*The Uffington White Horse. Source: World Wind, available* *here**.*

The description of this activity has been termed “leucippotomy” for the carving of horses and “gigantotomy” for giants (there are currently four of this kind in Britain). Whether these adopted terms are intended to be applied seriously is debatable since they do not appear in the dictionary. The name usually attached to such figures are geoglyphs. This peculiarity has been a phenomenon that has continued from the 1700s into modern times, one of the latest being a horse that was created in 1999 in Devizes, Wiltshire but there have been subsequent ones. Wiltshire is home to most of Britain’s hill figures but there are others in Scotland, Wales, and the North of England - but their presence is few and far between, for example only two figures are to be found in Scotland.

Only a handful are considered to have authentically ancient uncertain origins and of the others few pose any mystery and only minor ones if any. Those that were created in the twentieth century are the easiest to explain and can be traced to a specific event. Perhaps these reasons for the more modern examples offer the answer to some of the earlier and unexplained figures. Some created in the 1800s continues to present minor puzzles simply because their creation was unrecorded due to simply being forgotten, confused, or dismissed as frivolous acts - examples of this are the first Westbury Horse and the Rockley Down or the Broad Town Horses.

Wartime Commemorations

The early twentieth century saw a variety of new figures appear on numerous hillsides in Britain to join the plethora of white horses. Many of these hill figures were inspired by the events from the First World War. At the end of the war people needed an outlet to grieve, remember and honor the sacrifices they suffered. It was something that needed to match the gravity and sheer size of the tragedy and sacrifice. Every village in England had lost friends, relatives and loved ones and few families were unaffected from the war. Shoreham, a town in Kent, was one of the villages that between May and September 1920, entrenched a thirty-meter chalk Christian style cross into a nearby hillside for this purpose. As it lays solitary in quiet pastures its presence resonates in that quiet serene countryside hill. Its creator was a Samuel Cheeseman, whose motivation emanated from the tragic loss of his two sons in the First World War. The memorial is also dedicated to a further forty-eight inhabitants of the village who also perished alongside them.

A similar style cross was carved at a village in Lenham for the same reasons. Lenham is in that same county of Kent, twenty-three miles away from its earlier counterpart at Shoreham. It is similar in design and is double the size of the Shoreham Cross. It was created a year later by a certain Mr G H Groom who was the local Headmaster.

In Wiltshire, a variety of military inspired figures appeared across the landscape that was previously dominated by a multitude of white horses until the early twentieth century. The post war period was a frustrating time for soldiers that were awaiting demobilization. The sheer size of the task to administer the demobilization process was a slow and frustrating process for the men waiting and for those who were challenged with making this monumental task happen. Most of these men were not regular soldiers, only conscripted for the duration of the war and they quite understandably wanted to return home quickly now the fighting was over. It led to the problem of finding ways to keep these soldiers occupied.

The soldiers from New Zealand based at Bulford, Wiltshire set about carving a giant Kiwi into the hillside above their camp. They clearly took their inspiration from the Regimental Badges of Fovant Down that were created two years previously. The kiwi was designed in 1918 by a Captain H Clarke who was an engineer. It is quite incongruous compared to some of the other figures present in Wiltshire as the Kiwi is not native to Britain. It is interesting to note that as time passes on, its significance and the one-time presence of its New Zealand creators will be forgotten - and the very existence of a kiwi will puzzle some heads. It covers over four hundred feet or one and a half acres of land. For the present the Bulford Kiwi still serves as a lasting reminder to the presence of the soldiers of New Zealand that fought on the side of Great Britain.

The First World War also inspired the creation of the Regimental badges of Fovant Down, the best and most obvious example. Before the crosses of Shoreham, Lenham and the Bulford Kiwi, various regiments from the Dominions and the British Army gathered in 1916 for the purpose of carving fourteen individual badges onto the hills at Fovant Down, Wiltshire. Again, the main reason was to occupy the soldiers from the horrors that were being reported from the various fronts, alleviate the feeling of homesickness, and provide a release from the relentless grind of military training. Today those badges that remain still serve to remind us of those sacrifices made by those men, but sadly a number have now long overgrown or have been lost beyond any hope of restoration due to a lack of maintenance. The badges included an outline map of Australia, a badge representing the Royal Army Medical Core, City of London Rifles, a rising sun for the Australian Commonwealth Forces, a Kangaroo, the Devon Regiment, Royal Fusiliers, and The Royal Warwickshire Regiment. Others were added after World War Two.

Royal connections

Britain’s incoming Kings and Queens also appear to have inspired the creation of other hill figures. The Hackpen White Horse in Wiltshire and the First White Horse in Littlington, Sussex were carved in 1838 to celebrate the ascent of Queen Victoria to the throne. Other monarchs were also celebrated in similar fashion. The White Horse in Osmington, just outside the coastal resort of Weymouth, is one the largest white horse hill figures in Britain. It is unique in the fact that it is the only figure to feature a rider who represents King George III. From 1789 King George held Weymouth under Royal Patronage and even visited the town on numerous occasions. In 1815 a group of army engineers are believed to have carved this figure into the hillside to occupy their time whilst they waited and prepared for an invasion by Napoleonic forces from the continent. This never materialized and the figure remains today. A different hillside representation to a monarch is the Wye Crown, in the county of Kent. This was carved in 1902 by a local Agricultural College to celebrate the coronation of King Edward VII.

Antique follies and examples of strange indulgences

There were other reasons for such a myriad of hill figures. The southern part of Britain, in particular Wiltshire, are abundant in White Horse hill figures. Only one horse in Uffington is of genuine antiquity and its origins remain unknown. The rest originate from the 1700s and 1800s. Most of these hill figures pose no mystery as to their origins and for those that do, mostly the mysteries are very minor ones. Some hill figures were not inspired by history - some are recorded as being the product of whimsical and frivolous acts on the part their wealthy and indulged landowners. Examples of this are the First and Second Horse at Westbury, one of the most famous and well known of all hill figures of England.

The first Westbury figure is believed, according to investigations in the 1700s, to have been an antique folly. This very bizarre behavior was contagious amongst certain wealthy landowners in the 1700s. These landowners made claim to possess or discover various objects of antiquity on their land. In some cases, a cairn, burial mound or hill figure would suddenly be “discovered” as was the case at Westbury. Many of these claims would at the time go unchallenged since local tenants would not want to upset their wealthy and influential landlords. It may have been for the simple fact that the more rational thinkers of the population saw it for what it was and that it was a frivolous act that occupied much valuable land. An investigation in 1742 with local people put the creation of the first horse around 1700 or as the investigation quoted “wrought within memory of persons still living or recently dead”. The fact was that this “antique horse” 1778 was willingly destroyed in 1778 on the orders of the landowner and was quickly remodeled by a certain Mr Gee. Perhaps this proves that maybe they knew more of the horse’s origin and that its claims to be of an older age were untrue.

The case of the nearby Cherill Horse (alternatively known as the Oldbury Horse due to its proximity to the nearby castle of the same name) in Wiltshire is another example of this strange behavior. It can be seen with the naked eye from the top of the hill above the Westbury Horse. It was designed by a Dr Alsop two years after the restoration of its relation in Westbury. This restoration allegedly gave him his inspiration, most probably combined with puerile jealousy “of that landowner has one got one, then I want one too.” To sum up the witnesses at the time Alsop was referred to by local townsfolk as “the mad doctor,” due to the unnatural preoccupation of carving a giant white horse on a Wiltshire slope whilst shouting instructions and directions to his workers from a megaphone!

Many more in Wiltshire were to follow, most of which are accompanied by various conflicting accounts. Perhaps the act of turf cutting was becoming tiresome as others were appearing at Pewsey, Alton Barnes and Broad Town, and few people may not have the sense of urgency or importance to produce a correct account of these events. Many perhaps naturally thought that these figures were unlikely to remain permanent features as land after all was a valuable resource. In the latter case they were mistaken because many of these varying models prevail today.

Another example of whimsicality in a completely different location, is the Kilburn Horse of Yorkshire, one of only a few hill figures present in the North of England. It was carved under the whim of a travelling businessperson called Thomas Taylor. He was inspired, after being present and witnessing the festivities during the scouring and maintenance of the Uffington Horse, to carve a White Horse in his own home county and in 1857 he did just this. The horse can still be seen today in Yorkshire in the Hambleton Hills, Thirsk.

There are two modern examples of surprising appearances on our hillsides. One happened in the 1980s and that is the case of the Luzley Horse near Manchester. It is now lost after being allowed to be overgrown by vegetation, but its origins can be easily researched, and its story found in local paper archives. It was carved by a retired railway worker William Rawsthorne. He hid his work as he gradually worked on his figure over a period then surprised the local inhabitants by unveiling it one night to surprise them as a new day greeted them. It received a mixed reaction and it is now lost.

Another example is the case of the Laverstock Panda that has all but disappeared. It appeared in the early hours of January 1969 as part of a student prank known as “rag week” by the undergraduates of North Wales College at Bangor. All kinds of explanations were offered such as this Panda served as a homing device for Soviet Satellites and that it was a celebration of East-West co-operation over the London Panda called Chi-Chi (by the London and Moscow Zoo) who brought the two Pandas together for mating purposes. This is normal in studying the history of hill figures - in the absence of any solid facts the most outlandish explanations appear over time or almost immediately to fill the void, while often dismissing the more prosaic and usually correct explanations.

Conclusion

There is very little mystery about Britain’s hill figures that trouble historians’ or archaeologists’ heads. There are some that do lack any solid explanation; however, does that really create a mystery? Morris Marples, who was the leading authority on the subject, aptly summed up the overarching motive for their origins, their continued existence and creation. While he was discussing the Uffington Horse he stated that “man has always like to commemorate his achievements by the erection of some distinct monument and this is assuredly a very effective monument as later imitators realized.” This is certainly true of many of the hill side artworks we know about, especially those made in the twentieth century.

Aside from the focus of the English monarchy and the Great War there exist further examples with further motives such as the Dover Castle Aeroplane of 1909 that celebrated Louis Bleriot’s first crossing of the English Channel and the second White Horse in Devises, Wiltshire carved in 1999 that marked the coming of the millennium. Marples was right in that man does enjoy celebrating and always seeks to leave a lasting imprint showing his efforts, sacrifices, and achievements in expressive and grandiose ways - so there is no reason to assume that our ancestors were any different. We just do not have the benefit of history being recorded.

Hill figures are no different in purpose from say a cenotaph, a plaque, a stone cross, monument, or even a specific building being named in honor of a person or event. Therefore, for those few that pose us minor mysteries we can at best only be satisfied with a close approximation of the truth. We should as Marples said accept the “simplest answer as it is usually the correct one.”

The art of hill cutting continues today but less frequently and with a more muted response. Like our ancestors we also have day to day things that pre-occupy us while these activities are undertaken. In Leicester, a procession of galloping white horses is cut into a main roundabout, and in a school in Devises a smaller copy of the town’s famous horse has been cut into the school playing fields. Whatever the motive there is no argument that these figures make the landscape of Britain more intriguing and a pleasure to view. Furthermore, by diligently maintaining them we will continue to remember their significance in our history.

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Sources

Discovering Hill Figures – Kate Bergamar – 1997 – Shire Publications

White Horses and other Hill Figures – Morris Marples – 1981 – Alan Sutton Publishing

Lost Gods of Albion - Paul Newman - 1998 – Sutton Publishing Ltd

The Hill figure Homepage.co.uk – Dr Mark Howes

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Candidate Donald Trump thrust immigration issues at the Southern border into the forefront of American politics in the early weeks of the 2016 presidential campaign. But even then, the issue was not new.

Joseph Bauer, author of Sailing for Grace (Running Wild Press 2024), explains.

*A teacher, Mary R. Hyde, and students at the Carlisle Indian Training School. Source:* *here* *and* *here**.*

At least two years before 2016, large numbers of Central American families, nearly all from the Northern Triangle countries of Honduras, Guatemala, and El Salvador began to arrive in walking caravans at the Texas Border. Well before Donald Trump emerged, the U.S. immigration system at the border was overtaxed. Ronald Reagan knew it; George W. Bush (fluent in Spanish) knew it; Barack Obama knew it. All tried to address it, explaining that congressionally authorized resources were simply inadequate to manage the realities permitted by U.S. immigration law, especially the legal right foreign nationals to seek asylum or refugee status under a federal statute essentially unchanged since 1965.

Efforts for change and improvement all died at the altar of partisan self-interest. Legislators from across the country—not only those with constituents on the border—concluded that any solution would be more problematic to individual political fortunes than continuing the status quo and arguing the positions most favored by the particular local and regional voters they needed to be elected.

Stoked by political rhetoric from both sides, the public worried about large numbers of new citizens entering the country. Legitimate worries included concern about the strain on public health, school resources, and transportation infrastructure in local communities. Unfounded worries included concerns about crime. Numerous studies have documented that immigrants, including those entering legally by asylum and even those “undocumented” persons who are in the U.S. without legal status, commit crimes at materially lower rates than American-born citizens.[1] The other objection, that newcomers cause Americans to lose or find jobs, has also been refuted. Employers hiring large numbers of workers almost unanimously want as many immigrants allowed in as is possible to fill jobs for which they cannot find applicants otherwise. And increases in the number of immigrants, by adding to the economy and success of businesses, actually increases the wages and employment opportunities of American-born citizens.[2]

2017 and 2018

But in 2017 and 2018, the Trump administration moved, without Congressional authority, to stop the Central American caravans with a new measure: the broadscale involuntary separation of parents from their children at the Texas border, primarily at El Paso. The intent of the new policy was deterrence: to discourage asylum seeking families from making their journeys. If they began to be separated, finding themselves in different countries, it was thought, the seekers would stop seeking.

The program was initially undisclosed by the administration (on the ground that it was merely a “pilot program”) and drew little public or media attention. It worked as follows.

A family presented itself to the Border Control agents at the crossing (the recommended pathway for entrance) or on American soil near the border, having managed to reach it by other means (not recommended, but still a legal way to seek asylum under U.S. law). Following brief interviews, nearly all parents were either detained temporarily in a government facility without their children or summarily deported and sent to the Mexican border, again without their children. The children, regardless of age, were immediately deemed “unaccompanied minors,” since their parents were no longer present with them, and turned over to the custody of the Homeland Security Refugee Service for temporary housing, often in a church-affiliated respite center, and then ultimately placed in either American foster homes or the home of a qualifying relative somewhere in the U.S., if such a person could be identified. If a relative could be found at all, the process was often lengthy.

Data on the actual number of children taken from their parents during the Trump Administration are imprecise. But studies by relief organizations such as the American Council of Catholic Bishops, the Lutheran Immigrant and Refugee Service, and the Washington Office on Latin America have documented that at least 2,000 children were removed from parents between February 2017 and the date the policy became public and official in May 2018; another 2,500 were separated in the 50 days thereafter. Some estimates are as high as nearly 6,000 children and 3,000 families. The Trump administration ostensibly stopped the practice on June 20, 2018, in response to public furor and condemnation from all sides of the political spectrum.[3] Anti-immigrant positions might earn votes for some politicians, but taking children from their parents earned votes for nobody. What it did was provoke the abhorrence of the vast majority of (but not all) Americans.

Historical context

But was the widescale forced separation of parents and children in 2018 actually new in historical American immigration policy and practice? Could such a policy have been a reality earlier in the American experiment? The truth—many would say sad truth—is that it was. Two prior examples are obvious and known to most Americans.

The first was the long period of legal slavery in the U.S., when millions of African and Caribbean black men and women were forcibly transported to the United States with the approval of the federal and state governments and held here in involuntary servitude. Those slaves who were able to bring their children with them, or who gave birth to them once here, were routinely sold to new owners, never to see their children or grandchildren again. There is no denying that slavery in the U.S. was tragically replete with the separation of families.

The second instance was the common practice for decades in the 19th century of removing Native American children from their natural parents and tribes and placing them either in “Indian” boarding schools or the strange Christian homes of white Americans. (A moving portrait of the practice—and its harmful effects—is depicted in Conrad Richter’s classic novel, The Light in the Forest.) These involuntary relocations were massive. Federal and state governments separated as many as 35% of all American indigenous children from their families, according to a 1978 report by the US House of Representatives.[4]

Most of us learned of the above practices in our American educations, if incompletely. But many may be surprised to learn that family separation in the U.S. occurred at the hands of some state and city governments even into the early 20th century, condoned or overlooked by the federal government. Prior to 1920, when specific immigration rules were enacted by Congress, state and city governments, motivated by anti-Catholic sentiment, removed an estimated 150,000 to 200,000 children of Irish and Polish immigrants and placed them in Protestant or Anglo-American households, away from their local areas.[5]

We can hope that such interference with the family unit, based on religious hatred, would be unthinkable today. But it is part of our past.

2015 report

In 2015, the American Bar Association’s Commission on Immigration published a report entitled

Family Immigration Detention, Why the Past Cannot be Prologue. The report addressed the difficult and sad question of the morality of detaining whole families at the border under the Obama administration. It preceded the family separation policy that the Trump administration implemented 3 years later, which most Americans believe was even sadder and more immoral.

The authors of the ABA report must be disappointed. The “past” that it examined—the detention of whole families—did not improve. Instead, it worsened, with a government policy that, at least temporarily, divided the nuclear family unit itself.

In this instance, we did not advance from the lessons of our past. But in history, there is always hope. Maybe we will learn them at last.

Joseph Bauer is the author of Sailing for Grace (Running Wild Press 2024), a novel that explores a white widower’s quest to fulfill a promise to his dying wife: to reunite Central American parents with their children separated from them at the Texas Border in 2018. Mr. Bauer’s previously published novels are The Accidental Patriot (2020), The Patriot’s Angels (2022), and Too True to be Good (2023). His latest finished manuscript of historical fiction about the lead-up to and conduct of WWII is titled, Arsenal of Secrecy, The FDR Years, A Novel.

[1] See e.g., Undocumented Immigrant Offending Rate Lower Than U.S.-Born Citizen Rate, University of Wisconsin research study funded by the National Institute of Justice (September 2024). This and many other studies conclude that undocumented “illegal” immigrants commit about or less than half as many crimes as Americans for the same number of persons. This is true across all kinds of crimes, including murders, other violent crimes, and drug trafficking. Admitted asylum seekers and refugees also commit far few crimes than American-born counterparts.

[2] Immigration’s Effect on US Wages and Employment, Caiumi, Alessandro and Peri, Giovanni, National Bureau of Economic Research (August 2024).

[3] Many sources, including an audit by U.S. have reported that family separations at the Texas border continued in significant numbers well after the Trump Administration announced a halt to them in June 2018. See e.g., Long, Colleen; Alonso-Zaldiver, Ricardo. “Watchdog: Thousands More Children May Have Been Separated”. U.S. News & World Report, January 18, 2019.

[4]Sinha, Anita. An American History of Separating Families, American Constitution Society, November 2, 2020.

[5]Americans today almost unanimously believe that our Constitution, by its First Amendment, assures inviolate an individual and collective right to freedom of religion and worship. But that Amendment, until applied to State and local governments much, much later, did not prevent any state from religious discrimination in its own laws. Catholics were so generally despised in Massachusetts in the early days of our nation that Catholic priests were forbidden by state law from living there and subject to imprisonment and even execution if they did.

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Thousands of political science books and magazines discuss the idea of ​​democratic transformation. For example: how can a country once under authoritarian rule, transform from that to individual and democratic rule? And what do we truly know about dictatorships? Can a democratic country transform into a dictatorial country, despite the pre-existence of a constitution and elections?

Probably the most well-known example of this is Germany: which had a parliament; a multi-party system; laws protecting elections; and laws protecting individual freedoms. At the time, the illiteracy rate was almost zero percent,yet it transformed from a democracy into an expansionist dictatorship in 1933, after Hitler's rise to power.

Nora Manseur and Kaye Porter explain.

*Banknotes awaiting distribution during the 1923 German hyperinflation. Source: Bundesarchiv, Bild 183-R1215-506 / CC-BY-SA 3.0, available* *here**.*

Early life of Adolf Hitler

A complex history creates the foundation of a man who was able to order the deaths, either directly or indirectly, of over 60 million people. Hitler was a frustrated painter and a vegetarian. His forces occupied 11 countries, some of which he occupied partially, and others completely. Among these countries were Poland, France, Holland, Denmark, Norway, Luxembourg, Yugoslavia, and Greece. Whether we like it or not, the man who failed his initial entrance examinations and who was passed over for positions of leadership, still captured the psyche of nations. Hitler changed the course of history.

The leader of Nazi Germany was born in Austria in 1889. He had reason to hate and fear his father, who was violent towards his mother and used to beat them both severely. In 1907 he attempted to join the Academy of Arts in Vienna, but was rejected twice after he failed the entrance exam. After the death of his mother, Klara Pölzl, at the end of the same year, he moved to live in Vienna, one of the most prominent capitals in Europe. At the time, Vienna’s mayor was a known anti-Semite called Karl Lueger. As a young man who had experienced much violence and rejection, his settlement in Vienna contributed to shaping his ideas, both because of the prominence of and Leuger’s feelings towards the Jews.

World War I broke out in 1914, so at age 28 Hitler volunteered to join thearmy, where he received the Medal of Courage twice during the war. Despite that, he was not promoted. According to his commanders at the time, Hitler did not have the leadership skills necessary. In 1918, the November Revolution took place in Germany, which led to the transformation of Germany from a federal constitutional monarchy to a democratic parliamentary republic.

End of the war

With the end of the war, Germany surrendered and Kaiser Wilhelm II abdicated the throne, and was ordered to be exiled in the Netherlands. In 1919, the Treaty of Versailles was signed, where Germany was obliged to pay large reparations to the winning side. This was also a new chance, and a new opportunity for Germany. Freed from an authoritarian monarchy, it was now possible for there to be a political opening. German philosophical studies flourished, and new political parties began to spread - and spread their ideas.

The new authorities began to penetrate these new groups and parties. They hoped to use this openness to know more about their ideas and orientations. Hitler, who was still in the army, was one of the informants. In 1919, as an undercover informant he went to a bar where some parties were meeting for discussions, to spy on one of the right-wing parties: the Nazi Workers' Party.

Unlike others in Germany at the time, Hitler did not see this as an opportunity for the nation to grow and form new ideas. The sudden decision to surrender, instead felt like a keen betrayal and only fed the anger inside the young man. After Hitler heard their discussions, he was very impressed by their ideas about the parties' betrayal of the German Army, and their scapegoating of Jews in Germany’s defeat. Rather than informing others of the anger, Hitler instead joined them. In a short time, he became one of the most prominent leaders in that party eventually known as the National Socialist German Workers' Party

Nazi Party

Their goals, plainly, were against Judaism, communism and capitalism. Their arrogance was equally as lofty as they believed that as part of the Aryan race, they were themselves descendants of the inhabitants of the legendary continent of Atlantis. To them, who else should rule the world and return Germany to her proud place with all her former glory, power, and prestige? The Nazi Party carried out propaganda and issued its own newspaper to spread its ideas and beliefs. They attracted the attention of additional officers who were against the surrender decision and the government’s plans to reduce the size of the army.

An early ally of Hitler’s was an officer in the German Imperial Army, Ernst Röhm. Initially a friend and ally of Hitler, Röhm was also the co-founder and leader of the “Storm Troopers,” the original paramilitary wing of the Nazi Party. Rather than dispose of the weapons he had taken possession of, Röhm instead armed the militias and party members with them. With a country unstable from a war, and weapons in the hands of angry men who blamed outsiders for their shame and defeat, the party was well positioned to strike for power.

In 1921, Hitler was elected leader of the Nazi Party, and in 1923 the golden opportunity appeared. Because Germany did not have the money to pay its reparations to the Allies, the government decided to print money. The amount of money printed increased without the value increasing in proportion, and the German mark lost its value and collapsed. Prices increased, and a wave of great inflation hit Germany and became known as German hyperinflation.

Continuing instability

In response to the failure to pay reparations imposed by the victorious powers after World War I and the Treaty of Versailles, France and Belgium occupied the Ruhr region of Germany. Hitler felt that this was an opportunity to seize power without elections, and staged a coup d’etat. This failed. Hitler was arrested and was sentenced to five years in prison. The Bavarian Supreme Court pardoned him, however, and Hitler only remained in prison for nine months before he was released.

In 1928, Hitler decided to participate in the elections, losing by 2.5%, as the Germans once again rejected the Nazi proposal. But when the American stock market collapsed in 1929, it had a major impact on the whole world. As unemployment in Germany reached up to an estimated 6 million, the atmosphere became ripe for radical proposals -fertile ground for right-winger Nazis and left-wing Communists.

The Nazi Party took advantage of the opportunity to appear as saviors of the German people, for example, by providing aid to the unemployed, which made them the most popular party in Germany. In 1932, the Nazi Party, led by Hitler, became the largest German party, winning 37% of the votes. In 1933, the President of Germany appointed Hitler as chancellor, and Hitler came to power.

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Isambard Kingdom Brunel (1806–1859) is widely regarded as one of the greatest engineers in history. His pioneering work on bridges, railways, and tunnels, in addition to, ships dramatically shaped the industrial landscape of Victorian Britain and left a lasting legacy on modern engineering and transportation that eventually reshaped the world. Brunel's genius for problem-solving and his relentless pursuit of innovation made him a towering figure of the 19th century, whose contributions to society endure to this day.

Terry Bailey explains.

The ship the *SS* *Great Eastern* in 1858.

Early Life and Education

Brunel was born on the 9th of April, 1806, in Portsmouth, England, to a French father, Marc Isambard Brunel, and an English mother, Sophia Kingdom. Marc Brunel was an accomplished engineer in his own right, working on various mechanical and civil engineering projects in Britain. From an early age, Isambard was exposed to the world of engineering, with his father encouraging his intellectual curiosity and fostering his talents.

Brunel was educated at prestigious institutions in England and France, where he developed a strong foundation in mathematics, mechanics, and engineering principles. His formal education began at the Henri-Quatre School in Paris and continued at Lycée Saint-Louis before he returned to England. He then apprenticed under his father, gaining practical experience and learning firsthand from an expert engineer. This mentorship would lay the groundwork for his illustrious career, and the pair would collaborate on several major projects.

The Thames Tunnel: A Landmark Feat of Engineering

One of the earliest and most significant projects that shaped Brunel's career was the Thames Tunnel, which he worked on alongside his father. Started in 1825, this tunnel was the first to be successfully constructed under a navigable river, connecting Rotherhithe and Wapping in London. It was an ambitious project fraught with challenges, including financial troubles, technical difficulties, and hazardous working conditions.

Brunel took on a leadership role as the chief assistant engineer, displaying his characteristic resourcefulness. He helped develop innovative techniques, such as the use of a tunnelling shield—a safety structure that allowed workers to dig safely through the riverbed without the tunnel collapsing. The tunnel itself was considered a marvel of engineering at the time, overcoming immense pressures and the threat of constant flooding.

Though the Thames Tunnel was beset by numerous setbacks and took nearly two decades to complete, its successful opening in 1843 was used only for pedestrian traffic until the 1860s, when it was converted to railway use.

The Thames Tunnel solidified Brunel's reputation as a rising star in civil engineering. The tunnel remains in use today as part of the London rail network, a testament to its durability and Brunel's engineering vision.

The Great Western Railway: Revolutionizing Transportation

Brunel's most famous and far-reaching contributions came in the realm of railway engineering. In 1833, before the Thames tunnel was complete, at just 27 years old, he was appointed chief engineer of the Great Western Railway (GWR), a project that would cement his legacy. His vision was to create a seamless rail connection between London and Bristol, facilitating the movement of goods and passengers across the country with unprecedented speed and efficiency.

Brunel's design for the GWR was innovative in multiple ways, but one of his most notable decisions was to use a broad gauge of 7 feet, rather than the standard gauge of 4 feet 8½ inches. He believed the wider gauge would allow for greater stability, faster speeds, and a more comfortable ride for passengers. While the broad gauge did offer some advantages, it was ultimately phased out in favor of the standard gauge, due to the logistical complications of operating different rail systems across the country.

Nevertheless, Brunel's work on the GWR was groundbreaking.

His commitment to high-quality engineering was evident in the construction of viaducts, tunnels, and stations, all designed with precision and an eye for aesthetics. Two of the most famous structures built for the GWR are the Box Tunnel and Maidenhead Railway Bridge.

The Box Tunnel, completed in 1841, was the longest railway tunnel in the world at the time, stretching 1.83 miles, (approximately 2.95 kilometers), through the chalk hills of Wiltshire. It was an extraordinary feat of engineering, requiring meticulous planning and execution. Legend has it that Brunel aligned the tunnel's construction so that on his birthday, the 9th of April the sunlight would shine straight through from end to end.

Earlier the Maidenhead Railway Bridge, with its flat, wide arches, was another testament to Brunel's brilliance. Completed in 1838, it was revolutionary in its use of low-rise arches that allowed for a stable railway crossing without compromising the integrity of the structure. Today, the bridge remains in use, another symbol of Brunel's lasting contributions to British infrastructure.

The Clifton Suspension Bridge: A Masterpiece of Design

One of Brunel's most iconic works, the Clifton Suspension Bridge in Bristol, stands as a symbol of his bold engineering vision. While the bridge wasn't completed during his lifetime, Brunel began work on it in the early 1830s after winning a design competition. His daring design called for a suspension bridge spanning the Avon Gorge, with a total length of 234 yards, (214 meters).

The construction of the bridge faced numerous financial and technical difficulties, however, it was eventually completed in 1864, five years after Brunel's death. Needless to say, the Clifton Suspension Bridge has since become an enduring symbol of British engineering, celebrated for both its functional design and its graceful beauty. The bridge, still in use today, is often seen as a testament to Brunel's ingenuity and his ambition to create structures that were as visually stunning as they were practical.

Engineering the Seas: Brunel's Ships

Brunel's talents were not limited to land-based engineering. His foray into maritime engineering led to the construction of three revolutionary ships that would set new standards in shipbuilding and sea travel.

SS Great Western (completed 1838): This was Brunel's first foray into shipbuilding and the world's first steamship designed for transatlantic service. The Great Western was a wooden paddle steamer, which was considered the largest passenger ship of its time. It successfully made the journey from Bristol to New York in 15 days, marking the beginning of regular steam-powered transatlantic crossings. The ship's success proved that steam-powered vessels could dominate long-distance sea travel.

SS Great Britain (completed 1845): Brunel continued to push the boundaries of maritime engineering with the SS Great Britain, the first ocean-going ship to be built with an iron hull and driven by a screw propeller. At 322 feet long, (just over 98 meters), it was the largest ship afloat at the time. The SS Great Britain combined the best of both worlds, using both sails and steam power and set a new benchmark for ship design. It revolutionized shipbuilding, influencing the design of future iron and steel ships.

SS Great Eastern (completed 1859): Brunel's most ambitious and controversial ship was the SS Great Eastern, intended to be the largest ship in the world and capable of carrying 4,000 passengers. It was an extraordinary engineering feat—692 feet long, (almost 211 meters), and 18,915 tons, (over 19218 metric tons). Unfortunately, the Great Eastern was plagued by mismanagement, cost overruns, and technical difficulties, making it a commercial failure. However, its design innovations, particularly in terms of double hull construction, had a lasting impact on shipbuilding practices.

Lasting Contributions and Legacy

Isambard Kingdom Brunel's career was marked by audacity, innovation, and an insatiable desire to push the limits of what was possible in engineering. His work on railways, bridges, tunnels, and ships not only transformed Britain's infrastructure but also laid the foundation for modern engineering practices.

Brunel's achievements extended beyond the technical. His vision of an interconnected Britain, where goods and people could move quickly and efficiently across the country and beyond, helped drive the Industrial Revolution and fostered economic growth. His pioneering use of materials such as iron, his development of new construction techniques, and his application of steam power to transport set new standards for engineering that would influence future generations of engineers.

While not all of his projects were commercial successes, Brunel's contributions to society are undeniable. His work on the Great Western Railway alone reshaped the British economy and transformed cities such as Bristol, which became key industrial hubs. Brunel's bridges, tunnels, and ships remain iconic landmarks, serving as testaments to his genius and the transformative power of engineering, in addition, to interconnecting travel.

In recognition of his extraordinary contributions, Brunel was honored in his lifetime and continues to be celebrated posthumously. In 2002, he was named second in a BBC poll of the 100 Greatest Britons, a fitting tribute to the man whose work helped build the modern world.

In conclusion, Isambard Kingdom Brunel's life and career were defined by an unwavering commitment to innovation and a drive to overcome engineering challenges. From the Thames Tunnel to the Great Western Railway, the Clifton Suspension Bridge, and his revolutionary ships, Brunel's work touched nearly every aspect of transportation in the 19th century. His inventions and achievements not only reshaped the physical landscape of Britain but also left an indelible mark on the history of engineering, making him a true visionary whose legacy continues to inspire.

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The 1942 Cripps Mission took place during the middle of World War 2. It was an attempt in March of that year by Britian to secure greater Indian co-operation to World War 2. It involved Stafford Cripps, a member of the British cabinet, meeting various Indian political leaders.

Bilal Junejo explains.

*A sketch of Stafford Cripps.*

Whenever it is the purpose of a (political) mission which has to be ascertained, it behoves one to ask three questions without delay: why was the mission sent at all; why was it sent only when it was; and why did it comprise the individuals that it did. Unless such well-meaning cynicism is allowed to inform one’s analysis, it is not likely that one will be able to pierce the veil cast by official pronouncements for public consumption upon the true motives of those who were instrumental in bringing about the mission’s dispatch in the first place. There is, alas, no such thing as undue skepticism in the study of a political event.

So, to begin with, why was the mission in question — which brought with it an offer of an immediate share for Indians in the central government (Zachariah, 2004: 113) if they accepted “a promise of self-government for India via a postwar constituent assembly, subject only to the right of any province not to accede (Clarke and Toye, 2011)” — dispatched at all? A useful starting point would be Prime Minister Churchill’s declaration, when announcing in the House of Commons his administration’s decision to send a political mission to India, that:

“The crisis in the affairs of India arising out of the Japanese advance has made us wish to rally all the forces of Indian life to guard their land from the menace of the invader … We must remember also that India is one of the bases from which the strongest counter-blows must be struck at the advance of tyranny and aggression (The Times, 12 March 1942, page 4).”

Japan in the war

Since entering the war just three months earlier, Japan had already shown her might by achieving what Churchill would call “the worst disaster and largest capitulation in British history” — namely the surrender of over 70,000 British and Commonwealth troops in Singapore, a British possession, in February 1942 (Palmer, 1964: 299) — and occupying thereafter the British colony of Burma, on India’s eastern border, in March — a development which marked the first time since the outbreak of war in September 1939 that India, Great Britain’s most cherished imperial possession, was directly threatened by the enemy. No such threat (or a vociferous demand for independence) had arisen at the time of World War I, which was why no similar mission (with a concrete offer) had been dispatched then. For over two years after its outbreak, no mission was dispatched during World War II either, even though a clamor for independence, spearheaded by the Indian National Congress (India’s largest political party), was existent this time. It was only the Japanese advance westward that changed the picture. In Burma, the Japanese had been “welcomed as liberators, since they established an all-Burmese government (Palmer, 1964: 63).” To the British, therefore, it was imperative that the Indians were sufficiently appeased, or sufficiently divided, to eliminate the risk of the Japanese finding hands to have the gates of India opened from within —not least because even before Japan entered the war, it had been reported that:

“Arrangements are in progress for an inter-Imperial conference on war supplies to be held in Delhi … [where] it is expected that the Governments of East Africa, South Africa, Australia, New Zealand, Burma, and Malaya will be represented … to confer … on mutually developing their resources to provide the maximum for self-defence and for Great Britain … India (my emphasis), with her vast and varied resources and her central position, is the natural pivot for such arrangements (The Times, 8 August 1940, page 3).”

Small wonder, then, that the premier should have described the proposals which the Mission would be bringing as “a constructive contribution to aid India in the realization of full self-government (The Times, 12 March 1942, page 5).” But whilst a desire to garner Indian support for repelling the Japanese would seem able to explain why the mission was sent at all (as well as when), would that desire have also been sufficient to elicit on its own a public offer of eventual self-government from an imperialist as committed as Winston Churchill? As late as October 1939, in a letter to Jawaharlal Nehru (one of the principal Indian leaders), the non-party Stafford Cripps, who had established quite a good rapport with Nehru (Nehru, 2005: 224-5), would be writing (with reference to the Chamberlain administration) that:

“I recognise that it is expecting a great deal more than is probable to expect this Government to do anything more than make a meaningless gesture. The addition of Winston Churchill [to the Cabinet, as First Lord of the Admiralty] has not added to the friends of Indian freedom, though he does look at matters with a realism that is an advantage (Nehru, 2005: 398).”

Realism?

Were the Mission’s proposals a (belated) sign of that ‘realism’ then? Even though just six months earlier, shortly after drawing up with President Roosevelt the Atlantic Charter — a declaration of eight common principles in international relations, one of which was “support for the right of peoples to choose their own form of government (Palmer, 1964: 35)” — Churchill had created “a considerable stir when [he] appeared to deny that the Atlantic Charter could have any reference to India (Low, 1984: 155)”? As it turned out, it was realism on Churchill’s part, but without having anything to do with recognizing Indian aspirations. That is because when Churchill announced the Mission, his intended audience were not the Indians at all — not least because they never needed to be. The indispensability of India to the war effort was indisputable, but there was hardly ever any need for Churchill to appease the Indians in order to save the Raj. Simply consider the ease with which the Government of India, notwithstanding the continuing proximity of Japanese forces to the subcontinent, was able to quell the Congress-launched Quit India Movement of August 1942 — which was even described in a telegram to the premier by the Viceroy, Lord Linlithgow, as “by far the most serious rebellion since that of 1857, the gravity and extent of which we have so far concealed from the world for reasons of military security (Zachariah, 2004: 117).” The quelling anticipated Churchill’s asseveration that “I have not become the King’s First Minister in order to preside over the liquidation of the British Empire. For that task, if ever it were prescribed, someone else would have to be found … (The Times, 11 November 1942, page 8).” When British might in India was still a force to be reckoned with, what consideration(s) could have possibly served to have induced the Mission’s dispatch just five months earlier? What would Churchill not have gained had he never sent it?

There are two aspects to that, the second of which also addresses the third of our original questions — namely why the Mission was led by the individual that it was. The first aspect was Churchill’s desire, following the debacle in Singapore, to reassure not just his compatriots but also his indispensable transatlantic allies that something was being done to safeguard resource-rich India from the enemy (Owen, 2002: 78-9). With India “now a crucial theatre of war in the path of Japanese advance, Cripps exploited US pressure to secure Churchill’s reluctant agreement to the ‘Cripps offer’ (Clarke and Toye, 2011).” This was not very surprising, for given that he was president of a country which not only owed her birth to anti-imperialism but had also just subscribed to the Atlantic Charter, Roosevelt could not afford domestically to be seen condoning (British) imperialism anywhere in the world. The American view was that Indian support for fighting Japan would be better secured by conciliation than by repression (The Daily Telegraph, 13 April 1942, page 2), and Roosevelt even sent his personal representative, Colonel Louis Johnson, to India to assist in the negotiations (Clarke and Toye, 2011). Under such circumstances, Churchill could have only confuted the Americans by first making an offer of which Washington approved to the Indians, and then proclaiming the futility thereof after it had been rejected by them (The Daily Telegraph, 1 April 1942, page 3). As he wrote before the Mission’s dispatch to Linlithgow, a fellow reactionary who would do much to sabotage the ‘Cripps offer’ by his (predictable) refusal to reconstruct the Executive Council in accordance with Congress’s wishes (removing thereby any incentive Congress might have had for consenting to postwar Dominion status) (Moore, 2011):

“It would be impossible, owing to unfortunate rumours and publicity, and the general American outlook, to stand on a purely negative attitude and the Cripps Mission is indispensable to proving our honesty of purpose … If that is rejected by the Indian parties … our sincerity will be proved to the world (Zachariah, 2004: 114).”

Public relations

As anticipated, this public relations gesture, “an unpalatable political necessity” for the gesturer (Moore, 2011) and therefore proof of his ‘realism’, worked — all the more after Cripps, who considered neither Churchill nor Linlithgow primarily responsible for his failure in India (Owen, 2002: 88), proceeded to “redeem his disappointment in Delhi by a propaganda triumph, aimed particularly at the USA, with the aim of unmasking Gandhi as the cause of failure. One result of the Cripps mission, then, was … [that] influential sections of American opinion swung to a less critical view of British policy. In this respect, Churchill owed a substantial, if largely unacknowledged, debt to Cripps (Clarke and Toye, 2011).” The ulterior motive behind sending the Mission became evident to some even at the time. As Nehru himself reflected after once more landing in gaol (for his participation in the Quit India Movement):

“The abrupt termination of the Cripps’ negotiations and Sir Stafford’s sudden departure came as a surprise. Was it to make this feeble offer, which turned out to be, so far as the present was concerned, a mere repetition of what had been repeatedly said before — was it for this that a member of the British War Cabinet had journeyed to India? Or had all this been done merely as a propaganda stunt for the people of the USA (Nehru, 2004: 515)?”

A desire, therefore, to satisfy the Americans, who were his intended audience, would explain why Churchill acquiesced in the Mission. But now we come to the other aspect which was alluded to earlier — namely why it was the Cripps Mission. To begin with, Cripps, a non-party person since his expulsion from the Labour Party in January 1939 for advocating a Popular Front with the communists (Kenyon, 1994: 97), had, shortly after the outbreak of war in September, embarked upon a world tour, convinced that “India, China, Russia, and the USA were the countries of the future (Clarke and Toye, 2011)”, and that it would therefore be worth his country’s while to ascertain their future aims. “In India Cripps was warmly received as the friend of Jawaharlal Nehru … [and] though unofficial in status, Cripps’s visit was undertaken with the cognizance of the India Office and was intended to explore the prospects of an agreed plan for progress towards Indian self-government (Clarke and Toye, 2011).” But whilst this visit helped establish his bona fides with the Indian leaders and gave him such a knowledge of Indian affairs as would later make him a publiclysuitable choice for leading the Mission (The Daily Telegraph, 22 April 1952, page 7), Churchill had more private reasons for choosing Cripps in 1942 — as we shall now see.

Going abroad

After becoming prime minister in 1940, “Churchill [had] used foreign postings cannily to remove potential opponents and replace them with supporters; as well as Halifax, Hoare and Malcolm MacDonald (who was sent to Canada as high commissioner), he sent five other Chamberlainite former ministers abroad as the governors of Burma and Bombay, as minister resident in West Africa and as the high commissioners to Australia and South Africa. Several others were removed from the Commons through the time-honored expedient of ennobling them (Roberts, 2019: 622).” Similarly, the left-wing Cripps was also sent out of the country — as ambassador to Moscow, where he served for eighteen months, Churchill contemptuously observing when it was suggested Cripps be relocated that “he is a lunatic in a country of lunatics, and it would be a pity to move him (Roberts, 2019: 622).” To us, this remark shows how the Cripps Mission vis-à-vis India was inherently frivolous; for had Churchill considered the fulfilment of its ostensible aims at all important, would he have entrusted the Mission to a ‘lunatic’ (rather than to, say, Leopold Amery, who was his trusted Indian Secretary, and who had already dissuaded him from going to India himself (Lavin, 2015))?

However, after America entered the war, “Churchill [for reasons irrelevant to this essay] came to think Cripps a bigger menace in Russia than at home and sent permission for him to return to London, which he did in January 1942 … [to be] widely hailed as the man who had brought Russia into the war (Clarke and Toye, 2011)” — this at a time when Churchill himself was grappling with a weakened domestic position (Addison, 2018), which the fall of Singapore would do nothing to improve. Anxious to win over the non-party Cripps, who was now his foremost rival for the premiership (Roberts, 2019: 714), Churchill “brought him into the government as Lord Privy Seal and Leader of the House of Commons (Clarke and Toye, 2011).” Rather than engage in domestic politics, however, Cripps “chose to invest his windfall political capital in an initiative to break the political impasse in India (Clarke and Toye, 2011).” But, “as Churchill may well have calculated in advance, the Mission failed and Cripps’s reputation was diminished (Addison, 2018).” The political threat to Churchill decreased considerably, for failure in India meant that Cripps’s removal as Leader of the House of Commons was “inevitable” (The Times, 22 April 1952, page 6). Who could have aspired to the premiership under such circumstances? The Mission had not even been a gamble for Churchill (who would have never sent Cripps only to add to his political capital), since the offer’s provision, prudently inserted by Amery (Lavin, 2015), for a province’s right to refuse accession to a postwar Indian Dominion was certain to have been welcomed by the Muslim League (India’s foremost Muslim political party) — which had declared its quest for some form of partition as early as March 1940 (with the Lahore Resolution), and the retention of whose support during the war was crucial because the Muslims, “besides being a hundred million strong, [constituted] the main fighting part of the [Indian] Army (Kimball, 1984: 374)” — but equally certain to have been rejected by the Hindu-dominated Congress (which was already irked by the stipulation that Dominion status would be granted only after the war, which nobody at the time could have known would end but three years later). Not for nothing had Churchill privately assured an anxious King George VI shortly after the Mission’s dispatch that “[the situation] is like a three-legged stool. Hindustan, Pakistan, and Princestan. The latter two legs, being minorities, will remain under our rule (Roberts, 2019: 720-1).”

Conclusion

To conclude, given his views on both India and Cripps, it is not surprising that the premier should have entertained a paradoxical desire for the Mission to succeed by failing — which it did. By easing American pressure on Downing Street to conciliate the Indians and politically emasculating Stafford Cripps at the same time, the Mission served both of the purposes for which it had been sent so astutely by Prime Minister Churchill.

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Bibliography

Addison, P. (2018) Sir Winston Leonard Spencer Churchill. Oxford Dictionary of National Biography [Online]. Available at https://doi.org/10.1093/ref:odnb/32413 [Accessed on 20.05.24]

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Kenyon, J. (1994) The Wordsworth Dictionary of British History. Wordsworth Editions Limited.

Kimball, W. (1984) Churchill & Roosevelt: the complete correspondence. Volume 1 (Alliance Emerging, October 1933 - November 1942). Princeton University Press.

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Low, D. (1984) The mediator’s moment: Sir Tej Bahadur Sapru and the antecedents to the Cripps Mission to India, 1940-42. The Journal of Imperial and Commonwealth History [Online]. Available at https://doi.org/10.1080/03086538408582664 [Accessed on 20.05.24]

Moore, R. (2011) Victor Alexander John Hope, second marquess of Linlithgow. Oxford Dictionary of National Biography [Online]. Available at https://doi.org/10.1093/ref:odnb/33974 [Accessed on 20.05.24]

Nehru, J. (2004) The Discovery of India. Penguin Books India.

Nehru, J. (2005) A Bunch of Old Letters. Penguin Books India.

Owen, N. (2002) The Cripps mission of 1942: A reinterpretation. The Journal of Imperial and Commonwealth History [Online]. Available at https://doi.org/10.1080/03086530208583134 [Accessed on 20.05.24]

Palmer, A. (1964) A Dictionary of Modern History 1789-1945. Penguin Reference Books.

Roberts, A. (2019) Churchill. Penguin Books.

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The Times (8 August 1940, 12 March 1942, 11 November 1942, 22 April 1952)

Zachariah, B. (2004) Nehru. Routledge Historical Biographies.

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The 1876 U.S. presidential election is one of the most contentious and controversial elections in American history. This election has a fraught legacy: After months of bitter fighting, lawmakers made a fateful compromise to put one man in office by effectively ending Reconstruction, leading to a century of intensified racial segregation in the South. It involved a dispute over electoral votes that was eventually resolved through a political compromise. It was not our country’s finest moment.

Lloyd W. Klein explains.

*Rutherford B. Hayes.*

The Candidates

The candidates were a reform-minded Democrat and a Reconstructionist Republican. Rutherford B. Hayes was the governor of Ohio and was the Republican candidate. His campaign focused on reform and a commitment to civil rights, particularly for African Americans in the South. Before the war he had been a Cincinnati lawyer and abolitionist. He ran against Samuel J. Tilden the governor of New York, the Democratic candidate. He was known for his efforts in fighting corruption, particularly in New York City’s Tammany Hall. Tilden had been a War Democrat who opposed slavery; Tilden opposed Abraham Lincoln in the 1860 presidential election but later supported him and the Union during the Civil War.

The Democratic VP candidate was William A Wheeler, a man about whom Hayes had recently said, “I am ashamed to say: who is Wheeler?" He was a congressman from New York whose opposition was even less prominent. Wheeler was nominated because he was popular among his colleagues and had worked to avoid making enemies in Congress. In addition, he provided geographical balance to the ticket.

The Republican VP candidate was Thomas A Hendricks, the Governor of Indiana and a former US Senator and congressman. Hendricks’s record consisted of challenging the military draft and issuing greenbacks; however, he supported the Union and prosecution of the war, consistently voting in favor of wartime appropriations. Hendricks adamantly opposed Radical Reconstruction. After the war he argued that the Southern states had never been out of the Union and were therefore entitled to representation in the U.S. Congress. Hendricks also maintained that Congress had no authority over the affairs of state governments.

It was widely expected that Tilden and the Democrats would ride a popular wave into office after 16 years of Republicans and the scandals of President Grant’s administration.

Only one of these candidates had had a successful military experience in the war. Hayes, a lawyer, businessman, and abolitionist, was a war hero who went on to serve in Congress and later as Ohio’s governor, where he championed African American suffrage, Hayes was wounded five times, most seriously at the Battle of South Mountain in 1862. He earned a reputation for bravery in combat, rising in the ranks to serve as brevet major general. He was a lawyer from Cincinnati (educated at Kenyon College and Harvard) with no formal military training. After the war had returned to politics. He had displayed great courage in the Kanawha Division, working under George Crook and David Hunter.

He was not the only potential candidate with a war background. William T Sherman was the commander of the Army but had no interest whatsoever. Grant had intentionally given Winfield Scott Hancock, a Democrat, obscure assignments away from the South. He did receive some votes in the convention in 1876 for the nomination but 1880 would be his real attempt for the office. It was widely assumed during 1875 that incumbent President Ulysses S. Grant would run for a third term as president despite the poor economic conditions, the numerous political scandals that had developed since he assumed office in 1869, and a longstanding tradition set by George Washington not to stay in office for more than two terms. Grant's inner circle advised him to run for a third term and he almost did so, but on December 15, 1875, the House, by a sweeping 233–18 vote, passed a resolution declaring that the two-term tradition was to prevent a dictatorship.

The initial favorite in 1876 was James G Blaine of Maine. He had the lead in delegates but was 100 votes short of the majority, as the southern states would not support his views. Hayes won the nomination by appealing in a conciliatory manner to the Southern Republicans, which left Frederick Douglass confused about whether the new black southern vote was wanted.

The Election Campaigns

In 1876 it was the tradition that the candidates did not campaign, and their surrogates made their cases locally. The Republicans expected to lose. The poor economic conditions made the party in power unpopular. Both candidates concentrated on the swing states of New York and Indiana, as well as the three southern states—Louisiana, South Carolina, and Florida—where Reconstruction Republican governments still barely ruled, amid recurring political violence, including widespread efforts to suppress freedman voting. Democrats, whose voter base resided in the former Confederacy, had been partly shut out of the political sphere; now, with Republican Ulysses S. Grant facing charges of corruption, Tilden’s reform-minded candidacy seemed like a well-timed opportunity for Democrats to regain political power.

The Republican outlook was indeed bleak. Hayes was a virtual unknown outside his home state of Ohio. Henry Adams called Hayes "a third-rate nonentity whose only recommendations are that he is obnoxious to no one". Hayes’s most important asset was his help to the Republican ticket in carrying Ohio, a crucial swing state. For the Democrats, the newspaperman John D. Defrees described Tilden as "a very nice, prim, little, withered-up, fidgety old bachelor, about one-hundred and twenty-pounds avoirdupois, who never had a genuine impulse for many nor any affection for woman".

The Democratic strategy for victory in the South relied on paramilitary groups such as the Red Shirts and the White League. These groups saw themselves as the military wing of the Democrats. Using the strategy of the Mississippi Plan, they actively suppressed both black and white Republican voting. They violently disrupted meetings and rallies, attacked party organizers, and threatened potential voters with retaliation for voting Republican.

During the election of 1876, Southern Democrats who supported Wade Hampton for governor used mob violence to attack and intimidate African American voters in Charleston. Republican Governor Daniel Henry Chamberlain appealed to President Grant for military assistance. In October 1876, Grant, after issuing a proclamation, instructed Sherman to gather all available Atlantic region troops and dispatch them to South Carolina to stop the mob violence.

It’s a cliché to say that in America, race is always on the ballot. But in 1876, it was probably the central issue. The election process in Southern states was rife with voter fraud—on the part of both parties—and marked by violent voter suppression against black Americans. Under Reconstruction, African Americans had achieved unprecedented political power, and new federal legislation sought to provide a modicum of economic equality for newly enfranchised people. In response, white Southerners rebelled against African Americans’ newfound power and sought to intimate and disenfranchise black voters through violence.

Voter suppression was rampant in the post-Confederacy South. Many historians argue that if votes had been counted accurately and fairly in Southern states, Hayes might have won the 1876 election outright. “[I]f you had a fair election in the south, a peaceful election, there’s no question that the Republican Hayes would have won a totally legitimate and indisputable victory,” wrote Eric Foner.

Election Night

On election night, Hayes was losing so badly that he prepared his concession speech before turning in for the night. His party chairman went to bed with a bottle of whiskey. “We soon fell into a refreshing sleep,” Hayes later wrote in his diary about the events of November 7, 1876. “[T]he affair seemed over.”

But after four months of fierce debate and negotiations, Hayes would be sworn into office as 19th president of the United States. Historians often describe his narrow, controversial win over Democrat Samuel J. Tilden as one of the most bitterly contested presidential elections in history.

Just a few days following the election, Tilden appeared poised to narrowly clinch the election. He had captured 51.5 percent of the popular vote to Hayes’s 48 percent, a margin of about 250,000 votes. But Tilden had amassed only 184 electoral votes—one shy of the number needed to reach the 185 electoral votes necessary for the presidency. Hayes, meanwhile, had 165. Election returns from three Republican-controlled Southern states—Louisiana, Florida and South Carolina—were divided, with both sides declaring victory. Together, the states represented a total of 19 electoral votes, which along with one disputed elector from Oregon would be enough to swing the election Hayes’s way.

Hayes’ proponents realized that those contested votes could sway the election. They seized the uncertainty of the moment, encouraging Republican leaders in the three states to stall, and argued that if black voters hadn’t been intimidated away from the polls—and if voter fraud hadn’t been as rampant—Hayes would have won the contested states. With a Republican-controlled Senate, a Democrat-control

The Disputed Election

At the end of election day, no clear winner emerged because the outcomes in South Carolina, Florida, and Louisiana were unclear. Both parties claimed victory in those states, but Republican-controlled “returning” boards would determine the official electoral votes. “The elections in three states—Florida, Louisiana, and South Carolina—were alleged to have been conducted illegally,” the senators of those states wrote in a statement.“

Republicans and Democrats rushed to those three states to watch and try to influence the counting of the votes. The returning boards determined which votes to count and could throw out votes, if they deemed them fraudulent. The returning boards in all three states argued that fraud, intimidation, and violence in certain districts invalidated votes, and they threw out enough Democratic votes for Hayes to win. All three returning boards awarded their states’ electoral votes to Hayes.

Meanwhile in Oregon, a strange development added that state to the uncertain mix. Hayes won the state, but one of the Republican electors, John W. Watts, was also postmaster, and the US Constitution forbids federal officeholders from being electors. Watts planned to resign from his position in order to be a Republican elector, but the governor of Oregon who was a Democrat, disqualified Watts and instead certified a Tilden elector.

The U.S. Constitution provided no way of resolving the dispute, and now Congress would have to decide. As Democrats controlled the House of Representatives, and Republicans dominated in the Senate, the two sides compromised by creating a bipartisan electoral commission with five representatives, five senators and five Supreme Court justices.

Electors cast their ballots in state capitals on December 6, 1876. Generally, the process went smoothly but in four capitals—Salem, Oregon; Columbia, South Carolina; Tallahassee, Florida; and New Orleans, Louisiana—two sets of conflicting electors met and voted so that the US Congress received two sets of conflicting electoral votes. At this point, Tilden had 184 electoral votes while Hayes had 165 with 20 votes still disputed.When the Electoral College does not give a majority to a candidate, such as ties or when there are uncertain electors involved, they are called contingent elections. An example of a tie was the 1800 election, and it required a compromise for Jefferson to be president over Burr. After that, a legal remedy was agreed on. Another contingent election was in 1824 when John Quincy Adams was ultimately elected over Andrew Jackson, a result that was reversed in 1828.Why wasn’t the election resolved in the states, like they are supposed to be? The Constitution outlines what is supposed to happen in these situations, but it didn’t actually happen in 1876.

That year the contingent election system was bypassed when there was a contested outcome. At the height of Reconstruction, the issue was not that no candidate got a majority in the Electoral College, but rather that the three Southern states – Florida, Louisiana and South Carolina – sent multiple slates of electoral votes to Washington, DC, after the state elections were disputed. And in Oregon, there was a dispute over one elector. The question was which were the legitimate sets of electors.The Constitution stipulates that the electoral votes be directed to the President of the Senate, who was Republican Thomas W. Ferry. Although Republicans argued that he had the right to decide which votes to count, Democrats disagreed and argued that the Democratic majority in Congress should decide.

The Compromise of 1877

A compromise was reached. In an unprecedented move, Congress decided to create an extralegal “Election Commission. Congress created a special bipartisan commission, to determine which candidate should get the 20 disputed electoral votes. So on January 29, 1877, the Electoral Commission Act established a commission of five senators (three Republicans, two Democrats), five representatives (three Democrats, two Republicans), and five Supreme Court justices (two Republicans, two Democrats, and one independent) to decide which votes to count and resolve the dispute. However, the independent Supreme Court justice refused to serve on the commission and was replaced by a Republican justice.

In the disputed Presidential election of 1876 between the Republican Rutherford Hayes and the Democrat Samuel Tilden, Congress created a special Electoral Commission to decide to whom to award a total of 20 electoral votes which were disputed from the states of Florida, Louisiana, South Carolina and Oregon. The Commission was to be composed of 15 members: five drawn from the U.S. House of Representatives, five from the U.S. Senate, and five from the U.S. Supreme Court. The majority party in each legislative chamber would get three seats on the Commission, and the minority party would get two. Both parties agreed to this arrangement because it was understood that the Commission would have seven Republicans, seven Democrats, and one independent.

Obviously that independent would be the one to decide. Both parties wanted the same man: Justice David Davis, a friend and former colleague of Abraham Lincoln. Judge Davis was a brilliant and ethical man, and was reputed as such in his lifetime. This episode proves it beyond any doubt, and exactly why few know about it is astounding. Davis, who was the most trusted independent in the nation. According to one historian, "No one, perhaps not even Davis himself, knew which presidential candidate he preferred." Just as the Electoral Commission Bill was passing Congress, the legislature of Illinois elected Davis to the Senate. Democrats in the Illinois Legislature believed that they had purchased Davis's support by voting for him. However, they had made a miscalculation; instead of staying on the Supreme Court so that he could serve on the Commission, he promptly resigned as a Justice, in order to take his Senate seat. His replacement, a Republican, voted for Hayes.

In late January, the commission voted 8-7 along party lines that Hayes had won all the contested states, and therefore the presidency, by just one electoral vote. They ultimately gave the votes to Republican Rutherford B. Hayes even though Democrat Samuel Tilden got more popular votes. With 185 votes to Tilden's 184, Hayes was declared the winner two days before he was inaugurated.

And just exactly how was this decision reached? Tilden and the Democrats gave up the election, which in all fairness, they probably did win because they got something in return. Disputed returns and secret back-room negotiations put Republican Rutherford B. Hayes in the White House. The commission voted 8 to 7 to award the electoral votes from South Carolina, Florida, and Louisiana (and one from Oregon) to Hayes. But that was not the end of the election.

What Happened Behind Closed DoorsDemocratic members of Congress threatened to prevent the count of electoral votes and delay the resolution of the election with frequent adjournments and filibusters. With the threat of delay, Democrats hoped to win some concessions from Republicans. Furious Democrats refused to accept the ruling of the special commission and threatened a filibuster. So, in long meetings behind closed doors, Democrats and Hayes’ Republican allies hashed out what came to be known as the Compromise of 1877: also known as the Wormley Agreement, the Bargain of 1877, or the Corrupt Bargain: an informal but binding agreement.

Finally, just after 4 a.m. on March 2, 1877, the Senate president declared Hayes the president-elect of the United States. Hayes—dubbed “His Fraudulency” by a bitter Democratic press—would be publicly inaugurated just two days later.

A secret backroom deal decided the election. The negotiations put Republican Rutherford B. Hayes in the White House—and Democrats back in control of the South. Hayes would become president on the condition that he ended Reconstruction in the South. Hayes secured his win by agreeing to end Reconstruction. he filibuster of the certified results and the threat of political violence in exchange for an end to federal Reconstruction. Two issues interested Democrats—restoring their control of governments, and thus white supremacy, in the South (and removing the last of the federal troops) and a federal subsidy for railroads. However, it is doubtful that Hayes, his supporters, and Democrats reached any sort of deal beyond what Hayes promised to do in his letter of acceptance. Samuel J. Randall, the Democratic Speaker of the House, realizing that creating chaos would backfire on the Democrats, finally ruled the filibusterers out of order and forced the completion of the count in the early hours of March 2, 1877.In fact, even as the electoral commission deliberated, national party leaders had been meeting in secret to hash out what would become known as the Compromise of 1877. Hayes agreed to cede control of the South to Democratic governments and back away from attempts at federal intervention in the region, as well as place a Southerner in his cabinet. In return, Democrats would not dispute Hayes’s election, and agreed to respect the civil rights of Black citizens. Just two months after his inauguration, Hayes made good on his compromise and ordered the removal of the last federal troops from Louisiana. These troops had been in place since the end of the Civil War and had helped enforce the civil and legal rights of many formerly enslaved individuals.

The disputed 1876 presidential election resulted in a compromise in which Republican Rutherford B. Hayes became president in exchange for the withdrawal of federal troops from the South. This effectively ended Reconstruction. Southern white Democrats, known as "Redeemers," regained control of state governments. They systematically dismantled Reconstruction-era reforms and restored white supremacy through laws, violence, and intimidation. The late 19th and early 20th centuries saw the establishment of Jim Crow laws, which enforced racial segregation and disenfranchised African Americans. These laws undid many of the advances made during Reconstruction. In conclusion, while the Radical Republicans initially succeeded in imposing their Reconstruction policies, their gains were largely undone by the end of the 19th century, leading to nearly a century of segregation and disenfranchisement for African Americans in the South.

More stringent enforcement and a more robust federal military presence and oversight in the South could have provided more protection for African Americans and ensured the implementation of Reconstruction policies. This would have helped prevent the rise of white supremacist groups and the rollback of civil rights gains. I don’t think extending the occupation past 1876 would have; however, the damage was done.

With this deal, Hayes ended the Reconstruction era and ushered in a period of Southern “home rule.” Soon after his inauguration, Hayes made good on his promise, ordering federal troops to withdraw from Louisiana and South Carolina, where they had been protecting Republican claimants to the governorships in those states. This action marked the effective end of the Reconstruction era, and began a period of solid Democratic control in the South. Soon, a reactionary, unfettered white supremacist rule rose to power in many Southern states. In the absence of federal intervention over the next several decades, hate groups such as the Ku Klux Klan flourished, and states enacted racist Jim Crow laws whose impacts continue to be felt today. For their part, white Southern Democrats did not honor their pledge to uphold the rights of Black citizens, but moved quickly to reverse as many of Reconstruction’s policies as possible. In the decades to come, disenfranchisement of Black voters throughout the South, often through intimidation and violence, helped ensure the racial segregation imposed by the Jim Crow laws—a system that endured for more than a half-century, until the advances of the civil rights movement in the 1960s. In this sense the 1876 presidential election provided the foundation for America’s political landscape, as well as race relations, for the next 100 years.

Key decisions by the U.S. Supreme Court struck at the protections afforded by Reconstruction-era constitutional amendments and legislation. The Court’s decision in the Slaughterhouse Cases (1873), established that the 14th Amendment applied only to former enslaved people, and protected only rights granted by the federal government, not by the states.

Three years later, in United States v. Cruikshank, the Supreme Court overturned the convictions of three white men convicted in connection with the massacre of more than 100 Black men in Colfax, Louisiana in 1873, as part of a political dispute. The men had been convicted of violating the 1870 Enforcement Act, which banned conspiracies to deny citizens’ constitutional rights and had been intended to combat violence by the Ku Klux Klan against Black people in the South.

The Supreme Court’s ruling—that the 14th Amendment’s promise of due process and equal protection covered violations of citizens’ rights by the states, but not by individuals—would make prosecuting anti-Black violence increasingly difficult, even as the Klan and other white supremacist groups were helping to disenfranchise Black voters and reassert white control of the South.

Ten years later, the debacle would also result in a long-overdue law: the Electoral Count Act of 1887, which codified Electoral College procedure. This was recently further supplemented after the events of January 6, 2020.

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References

Foner, Eric (2002) [1988]. Reconstruction: America's Unfinished Revolution, 1863–1877. New York: Harper Perennial Modern Classics.

Grant, Ulysses S. (2003) [1885]. Personal Memoirs. New York: Barnes & Noble, Inc.

McFeely, William S. (1981). Grant: A Biography. New York: Norton.

https://www.history.com/news/reconstruction-1876-election-rutherford-hayes

https://millercenter.org/the-presidency/educational-resources/disputed-election-1876

https://www.smithsonianmag.com/smart-news/confusion-voter-suppression-and-constitutional-crisis-five-things-know-about-1876-presidential-election-180976677/

https://guides.loc.gov/presidential-election-1876

https://www.history.com/topics/us-presidents/compromise-of-1877

https://www.nationalgeographic.com/history/article/1876-election-most-divisive-united-states-history-how-congress-responded/

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Robert F. Kenned Jr.’s suspension of his third-party campaign for president and endorsement of Republican Donald J. Trump, was a development with historical resonance. RFK, Jr. has long been known as a fiercely independent and idiosyncratic lawyer and environmentalist with an eclectic collection of positions and ideas, including vaccine skepticism. But among his other actions and assertions, RFK, Jr.’s embrace of Trump and, by extension, the Republican party, stands out for its direct opposition to the Democrats, the party of his forefathers who did much to shape its values and lore, and inspire future generations of adherents. RFK, Jr. is now campaigning energetically for Trump, and given the still-potent draw of the legendary Kennedy name, his support could conceivably make the difference in a razor-tight race.

Larry Deblinger explains.

*Booby Kennedy (left) with President Lyndon B. Johnson in 1966.*

Upon hearing of RFK’s decision, five of his eight surviving siblings released a brief statement condemning it as a “betrayal” of their family’s values and “a sad ending to a sad story.” Previously, at least 15 Kennedy family members had shunned RFK Jr.’s candidacy and endorsed Joe Biden for president, before Biden dropped out. These relatives appear to view RFK, Jr. as a black sheep of the family, an aberration whose actions should be lamented and dismissed.

It might be tempting to view RFK, Jr’s “sad story” through the operatic lens that the Kennedy family saga has typically been chronicled, replete with tragic and untimely deaths, noble ideals, soaring oratory, and unrealized dreams. Indeed, RFK, Jr. hinted of his move to come on the basis of a high-minded principle, befitting a Kennedy. In April, RFK, Jr. asserted on CNN that President Joe Biden was a greater threat to American democracy than Trump, even though he called Trump’s attempts to subvert the 2020 election and other of his actions “appalling.” He argued that social media websites had blocked him from espousing his vaccine conspiracy theories under pressure and weaponization of government agencies by the Biden administration, thus violating his Constitutional right to freedom of speech, and threatening the most important pillar of democracy.

But it serves to note that RFK, Jr’s complaint was also of a direct and personal nature. And in this context, it must also be considered that among their traits of good looks and charisma, drive, wit, brilliance, eloquence, and idealism, prominent Kennedys have shown a capacity to act out of sheer spite: personal, petty, mean-spirited, and hateful vindictiveness. Both RFK, Jr.’s father, Robert F. “Bobby” Kennedy, and his uncle Edward M. “Ted” Kennedy, evinced this marked tendency in the political arena at key moments in American history. Through this lens, RFK, Jr.’s action appears not so much a “betrayal” of Kennedy family value as another familiar recurrence of a Kennedy failing, and his allegiance with Trump, little more than a personal and vindictive swipe against the Democratic party.

Youth

From his youth, Bobby Kennedy was a kind of family attack dog, keen to perceive and avenge any slights to himself or his family members. The “runt” of Rose and Joseph Kennedy’s storied litter, Bobby made up for his small size and limited talents (at least compared with his brothers) with tenacity and scrappiness in sports and academics, often spoiling for fights. It did not take much; as a student at Harvard, RFK once smashed a beer bottle over a young man’s head, sending him to the hospital for stitches, simply because he had the temerity to celebrate his birthday at the same Cambridge bar and same time as Bobby.1 And he held a grudge. “When Bobby hates you, you stay hated,” Joe Kennedy once said of the son who seemed most to take after him.2 As an adult, armed with a law degree from the University of Virginia, RFK became an assistant counsel to US Republican Senator Joseph V. McCarthy’s infamous investigative committee that during 1953-54 recklessly and often spuriously alleged Communist influence in the US government and media.

It was during this period that RFK first met then-Senate Majority Leader, Lyndon Johnson, a Democrat from Texas, and for Bobby, it was hatred at first sight. He had known of Johnson as a protégé of former President Franklin D. Roosevelt, the man who had recalled his father as US Ambassador to England in 1940 and fired him; Johnson was at FDR’s side during much of the humiliating process, and that, apparently, was enough for Bobby.3 FDR had clear and substantive reasons for his action, including Joe Kennedy’s early support for appeasement of Adolf Hitler in the late 1930s; publicly expressed pessimism over the survival of Great Britain and of democracy in Europe (and privately expressed antisemitism); suspicion of his being a Nazi sympathizer; and British Prime Minister Winston Churchill’s calls for Kennedy’s dismissal. Nonetheless, son Bobby saw the firing as a family offense not to be forgiven.

So, when Majority Leader Johnson entered the Senate cafeteria with two assistants one day in 1953 and passed a table where McCarthy was meeting with his staff, Bobby sat glowering in his seat while the rest of McCarthy’s team jumped up to shake the hand of the “Leader,” in keeping with Senate decorum. 3 Not to be deterred, the towering, almost 6 foot 4-inch tall, LBJ stood over RFK and stuck out his hand, waiting for a long, awkward moment before Bobby finally rose and shook it without looking at Johnson.

Feud

The epic LBJ-RFK feud was on. There were Johnson’s repeated attempts after the first to squeeze handshakes out of Bobby Kennedy just to torment him, and a few disparaging comments from Johnson about Joe Kennedy’s ambassadorship in England. There was the incident in 1959 on Johnson’s ranch, where RFK was sent by his brother John to sound out Johnson on his intentions of running for president, when LBJ insisted on some deer hunting and Bobby was thrown flat on his back by a rifle recoil. “Son, you’ve got to learn how to handle a gun like a man,” Johnson said as he helped him up.4

Beyond the insults, RFK despised Johnson as a man who in his opinion exhibited all the worst traits of the classic politician: an unprincipled and conniving lust for power, loose regard for the truth, rampant egoism, and selfish vanity. To RFK’s Northeastern elite sensibilities, Johnson’s rude and crude Southwestern-dirt-poor, working-class manners, physically overbearing political style, and segregationist past were repugnant and worthy of withering scorn, something Johnson fully recognized and resented.

But the true measure of RFK’s pettiness emerged with the ascendance of LBJ to Vice President in his brother John’s administration, and to the presidency after his brother’s death: an inability to respect the office however much he detested the man. Even though JFK had offered LBJ the VP post, considering him vital to his electoral prospects, and LBJ had accepted, during the Democratic convention, Bobby repeatedly visited Johnson in his hotel room to get him to decline the offer. RFK later insisted his attempts were at his brother’s behest, a contention that historians view with skepticism.5,6 It was during this episode that Johnson began calling RFK “that little shitass” and “worse” names, according to a close associate.7

The ill-will continued through JFK’s tragically shortened presidency, under which RFK served as Attorney General. JFK knew that the vice presidency was an extremely confining office for an accomplished power broker like Johnson, and he was determined that LBJ be treated with dignity, if only to assuage his massive ego. In general, JFK and Johnson enjoyed cordial, gentlemanly, and mutually respectful relations.8,9 Yet, RFK radiated disrespect towards Johnson, barging into his meetings without a word of apology and treating him like an underling9; indeed, for all practical purposes, Bobby was the number two in the JFK administration. The tight-knit Kennedy staffers called LBJ nicknames like “Uncle Cornpone” behind his back.10

Out of Office

It was even worse out of the office. Bobby and his wife Ethel held frequent parties for “Kennedy people” (Johnson called them “the Harvards”) at their home, Hickory Hill in Virginia, where the ridicule of LBJ turned kind of sick, according to historian Jeff Shesol in his 1997 book on the RFK-LBJ feud, Mutual Contempt:

Johnson jokes and Johnson stories were as inexhaustible as they were merciless. Those that percolated during the campaign had been humorous, but this new material betrayed a real bitterness, a mean-spiritedness that was hard to explain…Time (magazine)’s Hugh Sidey, a frequent visitor to Hickory Hill was appalled by the gang’s ridicule of LBJ, which he described as “just awful…inexcusable, really.” In October 1963, friends gave Bobby Kennedy an LBJ voodoo doll; “the merriment,” Sidey later reported, “was overwhelming.”11

The frivolity likely vanished after the assassination of JFK in Dallas, Texas, but not the feud between RFK and LBJ, exacerbated by the fact that the shooting occurred in Johnson’s home state. RFK, overwhelmed with grief, resolved to stay on as Attorney General, but without letting go of his animosity. “From the moment Air Force One (bearing JFK’s body) landed in Washington, and progressively in the days and weeks that followed, Bobby was ready to see slights to his brother, his brother’s widow, or himself in whatever Lyndon Johnson did or didn’t do,” wrote LBJ biographer Merle Miller.12

Although Johnson performed faithfully and admirably in honoring JFK’s legacy and advancing his policy agenda, according to contemporary journalists and historians, his personal attempts as President to show respect and sensitivity to the Kennedys were all rudely rebuffed. “Overtures from Johnson to the Kennedy family after the Kennedy assassination were rejected in a manner that was thoroughly offensive and insulting,” observed contemporary Clark Clifford, an eminent Washington DC attorney and veteran Democratic party insider.12

And the hostility did not stop at mere personal gestures. As historian Shesol explains of Johnson’s early days as president:

Johnson desperately needed affirmation, and in the hour of his greatest burden, it came from unlikely sources—from the Congress, which had spurned and mocked him for a thousand days; from the cabinet, appointed by his predecessor; from the American people, who cherished John Kennedy in death as they had not in life. All rallied to the new president. They gave him their patience and their trust.

Bobby Kennedy was not among them, and in Bobby’s absence Johnson felt the suspicion and rejection he feared from the rest.13

Ironically, a book that the Kennedy family members had commissioned expressly to control the narrative of the JFK assassination and aftermath, and protect their image, publicly exposed the intense antagonism towards LBJ, which shocked reviewers. Entitled “The Death of a President,” by William Manchester, who was given extensive and exclusive access to the Kennedys and their records, the book was, in the words of Time magazine, “seriously flawed by the fact that its partisan portrayal of Lyndon Johnson is so hostile that it almost demeans the office itself.” It is impossible to parse exactly what proportion of this hostility might have come independently from the author, rather than the Kennedys (although the author was handpicked and vetted by the family). At any rate, the Kennedys were unhappy with the book for various reasons and sued to stop general publication of it before changes were made. “Bobby worried that the book might make it appear that the Kennedys had not given Johnson a chance to succeed in the Presidency and that their opposition was nothing more than a personal vendetta,” wrote Michael W. Schuyler, an historian at Kearny State University, New Mexico.14

Bobby Kennedy

LBJ went on to win election in his own right in 1964, by one of the largest landslide victories in American history. He then successfully pushed through epochal Civil Rights legislation and social welfare programs like Medicare and Medicaid, anti-poverty initiatives and other legislation ranging from the arts to immigration, environmental protection, education, and gun control, compiling a domestic record that, on the whole, remains a landmark achievement of American progressivism. But his controversial and disastrous Vietnam war policies rapidly undermined his presidency, compelled him to decline to run for re-election, and ended his political career. Bobby Kennedy left the Johnson administration to run for US Senator from New York, which office he won in 1965. He was assassinated while campaigning for president on an anti-war platform in 1968.

It might be reassuring, in terms of the Kennedy legacy, to think that the LBJ-RFK feud was entirely a one-off, generated by the forced proximity and interaction of two dynamic personalities who were almost uniquely born to clash. But that is not the case. A mere 12 years after Bobby’s violent death, a relatively brief but all-too-familiar spectacle of petty and personal spite and resentment involving a Kennedy took center stage in American politics.

1980 convention

The setting was the Democratic party convention of 1980, a presidential election year. The intraparty combatants were the incumbent US president James Earl Carter, son of a peanut farmer from Georgia and Ted Kennedy, US Senator from Massachusetts, scion of the wealthy, celebrated, star-crossed political family, which some Americans viewed like royals in exile. Although Carter had won the party’s nomination handily after a bitter battle, he stood awkwardly at the podium, having completed his acceptance speech, waiting for Kennedy to arrive and, in effect, certify his candidacy as though he were a higher authority.

The contest itself was inherently anomalous, and humiliating for Carter. “Never before had a sitting President, an elected President, with command of both houses of Congress and the party machinery, been so challenged by his own people. What was even more remarkable was the nature of the challenge—a charge of incompetence,” wrote contemporary journalist and historian Teddy White.15

By 1980, Carter’s presidency was foundering, beset on all sides by crises foreign and domestic. The economy was struggling with the combination of persistent inflation, slow economic growth, and high unemployment, called “stagflation.” A revolution in Iran to replace the US-backed Shah with an Islamic theocracy in 1979 spooked Americans who remembered the Arab oil embargo of the early 1970s, and drove them to hoard gas. This resulted in long gas lines, dwindling gas supplies, and mounting hysteria, including killings and riots. The infamous Iran hostage crisis of 1979 erupted when Iranian militants captured over 50 Americans at the US embassy in Tehran and kept them for 444 days, prompted at least in part by Carter’s decision to allow the exiled Shah to enter the US for cancer treatment.

Ted Kennedy

Despite some landmark achievements such as his forging of the Camp David Peace Accords between Israel and Egypt, Carter failed to convince the American people that he had a sure grip on the helm of state. He had a curiously stiff personal style, despite his ever-present wide smile, and a technician’s approach to solving national problems that was uninspiring to the public and did not always work. Like Carter, his closest advisers were from Georgia, and the team, including the President, came to office with a regional chip on their shoulders, bristling with peevish hyperawareness, if not combative pride, in being outsiders to the Washington establishment. As Carter’s approval ratings began to plunge, sinking to 28% in June of 1979, a bit of that Southern defiance appeared to flare when Carter was asked at a gathering of Congressmen whether he planned to run for re-election (a question insulting in itself), particularly given the possibility that Ted Kennedy might challenge him for his party’s nomination.

“I’m going to whip his ass,” Carter replied, referring to Kennedy, and then repeated it, when asked (in disbelief) if that was what he meant.16 When confronted with the widely reported statement, Kennedy smoothly responded that the president must have been misquoted.

It was the first publicly overt expression of tension between Carter and Kennedy. Later in 1979, further signs of tension and rivalry were palpable at the opening of the John F. Kennedy Library, in Boston, where they both spoke. The event started out inauspiciously for Carter when he leaned in to kiss Jacqueline Kennedy Onassis on the cheek in greeting, “just as a matter of courtesy,” and “she flinched away ostentatiously,” as Carter remembered decades later.17In their speeches, ostensibly in honor of JFK., both Carter and Kennedy slyly inserted warnings, or shots across the bow, to each other.

Observing with growing disgust Carter’s faltering efforts to be the president the American people wanted and needed, Kennedy became convinced that he could fill the void of leadership, and announced his candidacy for the Democratic nomination.

Contest

But the matchup was a contest of weaknesses. While Carter had acquired the image of a bumbler, Kennedy was a deeply flawed and inept candidate. Grave doubts about his character relentlessly shadowed him over the 1969 incident in Chappaquiddick, Massachusetts, an island off Martha’s Vinyard, when he drove a car off a bridge and into a pond, causing the death of Mary Jo Kopechne, a young woman who was a passenger in the car. Although Kennedy swam to safety, he failed to call the police for 10 hours during which Kopechne’s life might have been saved. Kennedy further undermined himself with a one-on-one interview on prime-time, network television, in which he was unable to answer the direct question of why he wanted to be president, responding with an incoherent stream of hesitations and pointless phrases, i.e. an epic word salad. Mirroring this ambivalence, Kennedy campaigned with inconsistent energy and conviction, championing an old-line liberalism that many thought outdated.

By a month before the convention, Carter had won enough primaries and delegates to secure his renomination, with a commanding lead over Kennedy; as promised, Carter had “whipped” Kennedy. And yet, Kennedy refused to bow out, having adopted a “kamikaze-like state of mind,” according to Jon Ward in his 2019 book about the Carter-Kennedy rivalry, Camelot’s End. “Many in the Kennedy camp were disgusted by Carter,” wrote Ward. “They felt he was no better than (Republican presidential nominee Ronald) Reagan, and almost preferred to see Reagan win,”18

The Kennedy camp insisted on an “open convention,” meaning that delegates could be free to vote for whom they wished regardless of the choice of the rank-and-file primary voters they were supposedly pledged to represent. In the meantime, a poll showed Carter with a 77% national disapproval rating.19 The Democrats agreed to the open convention format.

When the open vote was over, Carter had finally won the nomination with almost two-thirds of the vote. Kennedy conceded but he was not done fighting. His camp insisted on a party platform vote, including liberal planks far to the left of Carter’s policies, which would defy and embarrass the President, and would take place right after Senator Kennedy was scheduled to speak, so as to set the most favorable atmosphere for their approval.

The Carter people knew exactly what was planned and were losing patience. “If you have any wisdom and judgment at all, you know you don’t get carried away by personalities and pettiness in a political fight,” recounted Carter’s campaign manager, Bob Strauss, to The New Yorker. “Politics is tough enough…that you don’t cut each other’s throats.” Carter’s Press Secretary, Jody Powell, later wrote, “We neglected to take into account one of the most obvious facets of Kennedy’s character, an almost child-like self-centeredness,” in his memoir of the election.

Kennedy’s speech

In the event, Kennedy’s convention staff did behave childishly, like a bunch of drunken frat-boys, on the day of his speech. Kennedy floor manager Harold Ickes invoked an obscure procedural rule to stop the afternoon convention activities, “in a gesture done purely out of spite,” wrote Ward in a 2024 Politico article. “We just said, ‘Fuck ‘em,’” explained Ickes in an interview. “I mean, we weren’t thinking about the country. We weren’t even thinking about the general election. It was, ‘Fuck ‘em.’ You know? To be blunt about it.”

Fistfights almost broke out the convention floor when outraged Carter staffers confronted Ickes, who responded with “Go fuck yourself, I’m shutting this convention down.” The fisticuffs were luckily averted by a phone call from Kennedy at his hotel room, curious to know what had stopped the proceedings he was watching on television. When told the convention would be stalled for two hours, Kennedy, after a long pause, told Ickes to allow it to go forward.

Perhaps relieved from the burden of pursuing a losing cause, Kennedy gave a thoughtful, eloquent, stem-winding speech later that night, which is still remembered as one of the best speeches in American political convention history. Kennedy invoked the Democratic party’s heritage of support for the common man, and the wisdom of 19th century poet Alfred Lord Tennyson, with pleas to re-unite the country and the party, lyrically concluding, in a paean to big-hearted, big-spending liberalism, "the work goes on, the cause endures, the hope still lives, and the dream shall never die."

And yet, the good vibes and elevated, Camelot-like aura were shattered by another Kennedy-driven spectacle before a prime-time national TV audience on the last, climactic night of the convention. Carter did not help his cause by starting off his acceptance and campaign kick-off speech with a shouted tribute to Democratic Senator and former VP, Hubert Horatio Humphrey, whom he misnamed as Hubert Horatio Hornblower (Horatio Hornblower was a fictional, Napoleonic-era, British naval officer in a popular 20th century series of stories and novels) before hastily correcting himself. When he had finished his speech, almost 20 minutes ticked by as various party luminaries (and some not so luminary) joined him on the stage for a desultory show of unity, waiting for the final moment, and leaving bored TV news commentators to mutter derisive comments to their audiences.

The Kennedy team had orchestrated that final moment by insisting that Kennedy would not watch the speech at the arena but in his hotel room, and would then make his way to the convention, thus having the dramatically delayed, final appearance of the show, like the top star of a rock concert, or a champion boxer.

Handshake

When Kennedy did appear, to a roar of excitement, it was obvious to almost everyone watching, or made clear to them by the TV journalists on the scene, that Carter was looking for one thing: the classic political handshake of the party’s top politicians, former rivals, standing together in full view of the spotlights and cameras, their interlocked hands thrust high in the air, in a thrilling and triumphant show of unity, strength, and expectation of victory, of party over personal interest, bitterness, and division. He never got it. Kennedy did shake Carter’s hand five times by Ward’s count, but each time in a crowd, with the brief and perfunctory manner a campaigner might take the hand of someone in a rope line. The TV commentators duly noted each, increasingly embarrassing, failure. As Carter followed him around, Kennedy began to “smirk” and “chuckle,” according to Ward; he finally patted Carter on the back before leaving the arena to cheers.

Two months later, a peripheral, nonofficial member of the Kennedy campaign staff, but with longstanding ties as a helper to the Kennedy family, named Paul Corbin, stole Carter’s briefing books for a general election debate with Reagan and gave them to the Reagan campaign, 20 according to information gathered in a Congressional investigation and a 2009 book by political consultant and author Craig Shirley.20

After the 1980 election

Carter went on to lose the election to Reagan, but thereafter has led one of the most active, productive, and distinguished post-presidential lives in American history. Ted Kennedy, who died in 2009, remained US Senator from Massachusetts for decades, compiling a highly distinguished legislative career, featuring his steadfast advocacy for a national health care system, which was finally realized in at least some form in 2010, under the Obama administration.

With regard to health care reform, however, Carter has charged in his presidential memoirs that his administration’s proposal for a national health plan, which was devised over a two-year period by an array of economic experts and government leaders, including Ted Kennedy, and had support from key Congressional leaders, was scuttled by Kennedy in 1979 when he opposed it “at the very end,” which ultimately resulted in a 30-year delay in national health care.21 Carter repeated the charge in 2010 in TV interviews with 60 Minutesand Larry King, alleging that Kennedy acted “out of personal spite,” and his ambition to run for president and enact his own health care plan. In his own writings, Kennedy had counter-charged that it was Carter who delayed the plan (https://www.cbsnews.com/news/time-has-not-cooled-jimmy-carter-ted-kennedy-feud/).

RFK, Jr.

And so, we arrive at RFK, Jr., son of Bobby and nephew of Ted, choosing to support Republican Donald J. Trump, a convicted felon facing dozens of additional criminal charges, in his campaign for re-election as president. RFK, Jr. appears to justify his stance at least partly as a defense of freedom of speech. But he has yet to explain how supporting a candidate whose relentless abuse and corruption of that very right, by knowingly spewing lies that have sown chaos, threatened the democratic system, and endangered public safety, could possibly serve to protect freedom of speech and democracy. Then again, RFK, Jr.’s stance might have little to do with anything so grand as ideas, principles, and the national interest. After all, he is a Kennedy.

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Print References

  1. Caro, Robert A. (2012). The Years of Lyndon Johnson. The Passage of Power. Alfred A. Knopf; New York, NY: pg. 63.

  2. Ibid, pg. 66.

  3. Ibid, ppg. 61-3.

  4. Shesol, Jeff. (1997). Mutual Contempt. Lyndon Johnson, Robert Kennedy, and the Feud that Defined a Decade. W.W Norton & Company; New York, NY: pg.10.

  5. Caro, Robert A. (2012). The Years of Lyndon Johnson. The Passage of Power. Alfred A. Knopf; New York, NY: ppg. 122-40.

  6. Shesol, Jeff. (1997). Mutual Contempt. Lyndon Johnson, Robert Kennedy, and the Feud that Defined a Decade. W.W Norton & Company; New York, NY: ppg.48-57.

  7. Caro, Robert A. (2012). The Years of Lyndon Johnson. The Passage of Power. Alfred A. Knopf; New York, NY: pg. 139.

  8. Ibid., pg. 177-195.

  9. Shesol, Jeff. (1997). Mutual Contempt. Lyndon Johnson, Robert Kennedy, and the Feud that Defined a Decade. W.W Norton & Company; New York, NY: ppg.77-79.

  10. Caro, Robert A. (2012). The Years of Lyndon Johnson. The Passage of Power. Alfred A. Knopf; New York, NY: pg. 198.

  11. Shesol, Jeff. (1997). Mutual Contempt. Lyndon Johnson, Robert Kennedy, and the Feud that Defined a Decade. W.W Norton & Company; New York, NY: pg.104.

  12. Ball, Moira Ann. The phantom of the oval office: The John F. Kennedy’s assassination’s symbolic impact on Lyndon B. Johnson, his key advisors, and the Vietnam decision-making process. Presidential Studies Quarterly. 1994;24(1):105-119.

  13. Shesol, Jeff. (1997). Mutual Contempt. Lyndon Johnson, Robert Kennedy, and the Feud that Defined a Decade. W.W Norton & Company; New York, NY: pg.119.

  14. Schuyler M.W. Ghosts in the White House: LBJ, RFK, and the assassination of JFK. Presidential Studies Quarterly. 1987; 17(3):503-518.

  15. Ward J. (2019). Camelot’s End. Kennedy vs. Carter and the Fight that Broke the Democratic Party. Hachette Book Group; New York, NY: pg. 146.

  16. Ibid., pg. 126.

  17. Ibid., pg. 152.

  18. Ibid., pg.230.

  19. Ibid., pg.251.

  20. Ibid., pg.284-5.

  21. Carter J. (2010). White House Diary. Farrar, Strous and Giroux. New York, NY: pg. 325.

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Sir Isaac Newton, was born (according to the Julian calendar in use in England at the time) on Christmas Day, the 25th of December 1642 (New system calendar the 4th of January 1643), at Woolsthorpe Manor in Woolsthorpe-by-Colsterworth, a hamlet in the county of Lincolnshire, England.

Sir Isaac Newton was one of the most influential scientists in human history, with his groundbreaking work in mathematics, physics, and astronomy laying the foundations for classical mechanics continuing to this day and shaping modern science.

Terry Bailey explains.

*Isaac Newton in later life. Painting by James Thornhill.*

Early Life and Education

Newton's early life was marked by personal hardships. His father died three months before he was born, and when Newton was three, his mother remarried, leaving him in the care of his maternal grandmother. As a child, Newton displayed a curiosity about the world that would later evolve into groundbreaking scientific inquiries. He was sent to The King's School in Grantham, where he demonstrated a gift for mathematics and mechanics, often constructing elaborate mechanical devices, such as sundials and windmills, during his free time.

At 18, Newton enrolled at Trinity College, Cambridge, in 1661. Cambridge, however, offered a curriculum centered around Aristotelian philosophy, which Newton found inadequate to explain the natural world. During this time, he encountered the works of philosophers such as René Descartes and astronomers like Galileo Galilei, which inspired his independent thinking. It was during the mid-1660s, when Cambridge was closed, (1665-1667), due to the Great Plague, that Newton made his first breakthroughs.

The Annus Mirabilis (The "Year of Wonders")

Newton's most productive period came during his time away from Cambridge between 1665 and 1667, often referred to as his "Annus Mirabilis." During these years, he developed the fundamental principles of calculus, formulated his theories on optics, and famously began to conceive the laws of motion and universal gravitation.

Calculus: The Foundation of Modern Mathematics

One of Newton's most profound achievements was the development of calculus, a new branch of mathematics that allowed for the analysis of continuously changing quantities. Although the invention of calculus is often attributed to both Newton and German mathematician Gottfried Wilhelm Leibniz, Newton's work predated Leibniz's publication by several years. It is also important to note that Archimedes, 287 BCE-212 BCE had already started developing the early concepts of integral calculus.

Newton used calculus to describe rates of change, which was crucial in his subsequent scientific discoveries. For example, calculus allowed Newton to analyze the motion of objects, calculate the changing velocities of falling bodies, and predict the paths of planets.

Optics: The Nature of Light and Color

During his retreat in 1666, Newton also conducted groundbreaking experiments with optics. Using a prism, Newton demonstrated that white light could be split into a spectrum of colors, showing that white light was a mixture of different wavelengths of light rather than a pure substance.

This discovery revolutionized the field of optics and dispelled prevailing theories that colors were produced by the modification of white light. His work on light also led him to build the first practical reflecting telescope, known as the Newtonian telescope, in 1668. This innovation eliminated chromatic aberration—a problem that plagued refracting telescopes—and allowed for sharper images of celestial objects.

The Principia and Newton's Laws of Motion

In 1687, Newton published his magnum opus, Philosophiæ Naturalis Principia Mathematica, often referred to simply as the Principia. This work laid the groundwork for classical mechanics and established Newton's lasting influence on science.

Newton's Laws of Motion

The Principia is perhaps most famous for the articulation of Newton's three laws of motion, which describe the relationship between an object's motion and the forces acting upon it:

First Law (Inertia): An object at rest stays at rest, and an object in motion stays in motion with the same speed and in the same direction unless acted upon by an unbalanced external force.

Second Law (Force and Acceleration): The acceleration of an object is directly proportional to the net force acting upon it and inversely proportional to its mass. This law is succinctly expressed by the formula F = ma (force equals mass times acceleration).

Third Law (Action and Reaction): For every action, there is an equal and opposite reaction. This principle explains why a rocket is propelled upward as gas is expelled downward.

These laws transformed the study of motion and became the foundation of classical mechanics, allowing scientists to predict the behavior of moving objects and understand phenomena like the orbits of planets and the trajectories of projectiles.

The Universal Law of Gravitation

Newton's law of universal gravitation is another keystone of his legacy. Newton proposed that every particle of matter in the universe attracts every other particle with a force that is proportional to the product of their masses and inversely proportional to the square of the distance between them. This revolutionary idea provided a unifying explanation for both terrestrial and celestial phenomena.

Newton's law of gravitation explained why apples fall to the ground, why the Moon orbits the Earth, and why planets revolve around the Sun. It was the first time a mathematical theory provided a comprehensive explanation of the mechanics of the universe. With this law, Newton showed that the same forces governing falling objects on Earth were responsible for the motion of the planets, revolutionizing our understanding of the cosmos.

Later Life and Scientific Work

Following the publication of the Principia, Newton's reputation as one of the world's foremost scientists was firmly established. He was appointed Lucasian Professor of Mathematics at Cambridge, a position he held until 1696 when he moved to London to become Warden of the Royal Mint. There, Newton played a key role in reforming England's coinage and combating widespread counterfeiting.

Alchemy and Theology

Although Newton is best known for his contributions to mathematics and physics, he also spent a significant portion of his life studying alchemy and theology. Alchemy, a proto-scientific tradition, sought to transform base metals into gold and discover the elixir of life, (which to the initiated was a metaphorical concept for other scientific Pursuits). While Newton never made significant strides in these areas, his alchemical work reveals the breadth of his intellectual curiosity as he applied solid scientific methodologies to this pursuit.

Newton's theological writings were also substantial, though they remained unpublished during his lifetime. He was deeply interested in biblical prophecy and sought to reconcile his scientific work with his religious beliefs. Despite his unorthodox theological views, Newton believed that the universe operated under divine law, and this conviction reinforced his scientific inquiries. However, the more he studied these ideas the more separate the two concepts became.

Newton's Legacy in Science

Isaac Newton's scientific achievements had a profound impact on future generations of scientists. His methods of inquiry—based on empirical observation, mathematical rigor and logical reasoning became the standard for scientific exploration.

Influence on Physics

Newton's work in physics formed the basis for much of what is now called classical mechanics. For over two centuries, Newton's laws of motion and gravitation remained the cornerstone of physics, providing a comprehensive framework for understanding the movement of bodies in the universe.

It was not until the 20th century, with the advent of Einstein's theory of relativity and quantum mechanics, that Newton's ideas were modified to account for the behavior of objects at extreme speeds and small scales. However, even in these contexts, Newton's laws remain a valid approximation for much of the physical world.

It is vital to understand that Newton was not incorrect and Einstein's theories simply were furtherance of Newton's findings. Issac Newton lived in the time of horse and carriage and the concept of light speed was virtually unknown. When Einstein added light speed into the equation it allowed science to move beyond Newton's discoveries, the true aspect of scientific discovery and solid proof of Newton's legacy to the world.

Impact on Mathematics

Newton's development of calculus opened new avenues for mathematical exploration. His methods for calculating the rate of change and determining areas under curves became essential tools in mathematics, engineering, and physics. Calculus remains a central component of modern mathematics education and is used extensively in fields ranging from physics to economics.

Contributions to Astronomy

Newton's law of gravitation allowed astronomers to better understand planetary motion and celestial mechanics. Using Newton's theories, astronomers could predict the orbits of planets and comets with unprecedented accuracy. Newton's work also helped scientists understand the forces governing tides, the behavior of moons, and the dynamics of stars and galaxies.

Side note:- Galileo Galilei had already discovered the first 4 moons orbiting around Jupiter, originally named the Galilean moons, (satellites), on the 7th of January 1610. These moons eventually became known as Io, Europa, Ganymede, and Callisto.

Newton's Philosophical Impact

In addition to his scientific work, Newton influenced the philosophical understanding of nature and human knowledge. His emphasis on observation and mathematical explanation helped shape the Enlightenment view that nature operates according to discoverable laws. Philosophers like John Locke and Immanuel Kant were profoundly influenced by Newton's work, and his ideas were integral to the rise of empiricism and the scientific method.

In conclusion, Isaac Newton's life and work are solid evidence of the power of human curiosity and intellect. From his formulation of calculus and groundbreaking work in optics to his laws of motion and gravitation, Newton reshaped humanity's understanding of the natural world. His influence extended far beyond his era, setting the stage for centuries of scientific progress. Newton's legacy endures, not only in the discoveries he made but in the methods of inquiry and analysis he championed—methods that continue to drive science forward today.

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Notes:

Reflecting telescope, (Newtonian telescope)

A reflecting telescope often referred to as a Newtonian telescope, is a type of reflecting telescope invented by the English scientist Sir Isaac Newton, using a concave primary mirror and a flat diagonal secondary mirror. Newton's first reflecting telescope was completed in 1668 and is the earliest known functional reflecting telescope.

The Newtonian telescope's simple design has made it very popular with amateur telescope makers.

Refracting telescope

A refracting telescope often referred to as a refractor is a type of optical telescope that uses a lens as its objective to form an image, known as a dioptric telescope and was the earliest type of optical telescope.

The first record of a refracting telescope appeared in the Netherlands about 1608 when a spectacle maker from Middelburg named Hans Lippershey unsuccessfully tried to patent one.

News of the patent spread fast and Galileo Galilei, happening to be in Venice in May 1609, heard of the invention, constructed a version of his own, and applied it to making astronomical discoveries.

Chromatic aberration

Chromatic aberration, also referred to as chromatic distortion, color fringing, and sphero-chromatism, is a common optical phenomenon that occurs when a lens cannot bring all wavelengths of light to a single converging point

Jupiter's moons

Jupiter currently has 95 moons that have been officially confirmed and recognized by the International Astronomical Union, (IAU).

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The British Labour Party won the 2024 British general election. With that in mind, Vittorio Trevitt looks at the past Labour governments of Clement Attlee and Harold Wilson. He considers how these governments handled welfare policy.

*Clement Attlee with John F. Kennedy in 1961.*

The UK General Election held in July 2024 was a truly historic event, with Labour returning to office after more than a decade in opposition. The fact that Labour did so with such a massive majority means that they have a strong mandate to transform Britain into a fairer nation. Although the state of public finances has resulted in Labour removing universal Winter Fuel Allowances for most pensioners (ironically reversing a policy implemented under the Blair Government in 1997) and more cuts likely to follow, it is highly probable that as economic conditions improve there will be greater leeway for Labour to expand social provisions, such as fulfilling its proposals for extending rights to statutory sick pay and introducing free breakfast clubs in all English primary schools. In the past, Labour has encountered severe financial difficulties but has still managed to establish a broad array of social security grants that have done much to ameliorate the quality of life for ordinary households. Two former Labour administrations that Starmer and his ministers can look to for guidance are the Attlee Government of 1945-51 and the 1964-70 and 1974-76 Wilson Governments.

Attlee Government

The Labour Government that came to power in the first election following the end of the Second World War has long been held in high esteem not only by historians but also by Labour Party activists and politicians. Led by veteran Labourite Clement Attlee, it was by far the most radical and successful that Britain had experienced by that time. Although the country Labour inherited was in a parlous financial state (the legacy of World War II), Attlee and his ministers would not disappoint an electorate hungry for change after years of strife and sacrifice. Over the next 6 years, they drastically changed Britain for the better. One way it achieved this was through the construction of a comprehensive and universalistic welfare model. Although Britain had a long history of welfare provision, the Attlee Government greatly built on the existing framework by setting up a system that covered all citizens. One of the pillars of this new solidaristic edifice, the National Health Service, was notable in making free access to every form of healthcare (such as medical and dental care, eyeglasses and hearing aids) a right for every citizen; one that the service has continued to uphold despite frequent cuts and overhauls in the decades since its “birth.” The 1946 National Insurance Act set up a broad network of cash payments incorporating a range of risks such as old age, widowhood and funeral costs. Apart from the normal rates, increases could be made in national insurance paymentsfor particular cases. Also, where employers had failed to meet the contribution requirements of the Act, resulting in recipients losing partly or entirely the maternity, sickness or unemployment benefits that were theirs by right, such individuals could retrieve a civil debt from said employers representing the lost amounts. A Five Year Benefit Reviewwas also included, aimed at ensuring the adequacy of allowances in helping beneficiaries to meet their basic needs. Additionally, groups such as trade unions were enabled to set up their own schemes if they so wished.

The equally far-reaching Industrial Injuries Act passed that same year bestowed various cash grants upon workers suffering from work-related injuries such as disablement gratuities and special hardship allowances (aimed at workers unable to carry out their current lines of work or equivalent due to their injuries). Five distinct benefits were also made for dependents of workers who tragically lost their lives, while allowances were given in cases of approved hospital treatment, constant attendance and unemployability; the latter geared towards disability pensioners unable to take on any form of employment. In addition, the National Assistance Act introduced two years later established a non-contributory social safety net for those in need; providing support such as shelter and nutritional assistance.

The Attlee years also witnessed the passage of other welfare measures affecting different strata of British society.Dockworkers became entitled to pay in cases of unemployment or underemployment, while a state scheme for mature university students was set up. Regulations provided numerous pension entitlements for NHS employees while the National Insurance and Civil Service (Superannuation) Rules, 1948 provided for preserved pension rights with a compensation award in cases where individuals experienced the impairment or loss of opportunity to earn a further pension. As a means of helping people reach their potential, a special scheme was instituted in 1947 whereby individuals with a gift for skilled crafts became eligible for grants to undertake training in other locations if no suitable facilities existed near where they lived.

In 1946, certain pensioners with disabilities that added to wear and tear became entitled to a new clothing allowance, while a couple of years later greater eligibility for special education allowances for children was introduced. The 1948 Local Government Act generalised various powers to pay subsistence and travelling allowances to members of local authorities while also providing payments in cases where council business attendance led to financial loss. The 1947 Agriculture Act incorporated several forms of compensation, such as for disturbance and improvement, while the 1948 Criminal Justice Act provided for the enforcement of payments of compensation or damages. Under the 1948 Children Act, local authorities were empowered to care for children who were orphaned, deserted or unable to be looked after by their parents due to circumstance. Amongst its many provisions included accommodation for children reaching 3 years of age, along with grants for students to help them with the costs of maintenance, training or education. A year later, a system of legal assistance was inaugurated that entitled most people to free legal support in both civil and criminal cases.

Impact of the Attlee Government

The extent to which the social security legislation of the Attlee Government dramatically improved people’s lives can be gauged from a poverty study conducted in York in 1950 by the legendary researcher and humanitarian Seebohm Rowntree; using that location as a representative sample. A follow up to a previous survey carried out in the same area in 1936, it estimated that the percentage of working-class people in York who lived in poverty stood at 2.77% in 1950, compared with 31.1% 14 years earlier. Although the study undoubtedly overestimated the extent to which poverty fell during that period, it nevertheless highlights the fact that the Welfare State established under Attlee did much to diminish the numbers experiencing hardship. G.R. Lavers, who co-authored the report, argued that the largest improvement since 1936 had come about as a result of the welfare reforms instituted since 1945, going as far as to claim that the Welfare State had greatly overcome poverty. This assertion gave Labour a positive message to convey to the public during the 1951 election campaign, but despite their efforts would be voted out of office; not returning to power until 1964 under the leadership of former minister Harold Wilson.

Wilson Governments

Like Attlee’s Administration, Harold Wilson and his ministers inherited a nation in a difficult economic position; one that eventually resulted in the currency being devalued. This culminated in detestable austerity policies including higher charges for school meals. Also, In a dubious move, one that undoubtedly reflected exaggerated perceptions of welfare fraud that persist to this day, a “four-week rule” was instituted in July 1968 in certain places. This involved social assistance benefits being removed from recipients after this time if it was believed that there was suitable work available. Assessing the impact of this measure, one study edited by the anti-poverty activist and future cabinet minister Frank Field provided the estimate that 10% of those affected by the rule subsequently ventured into crime as a consequence of their losing their benefits. Despite a ministerial claim that this policy had been a success in tackling benefit fraud, Field’s study suggests that it was a misguided decision that caused unnecessary hardship.

Nevertheless, for most of its period in office Labour not only boosted public spending but also rolled out a programme of radical welfare reform that did much to lessen inequality. New benefits were introduced concerning risks that previously had been left uncovered by the Attlee welfare laws. Redundancy pay was set up, along with income supplements for beneficiaries such as unwell, injured and jobless persons; the latter to lessen the impact of unemployment for skilled employees. New allowances for partially incapacitated men were also established, with increased amounts were permitted in certain cases.

The 1965 Solicitors Act allowed for grants to be paid in hardship situations, while other laws introduced varying forms of compensation for those affected by compulsory land purchases and damage. National Assistance was superseded by a new Supplementary Benefits Scheme; an overhaul carried out partly to prevent detailed individual enquiries. Reflecting this philosophical shift, changes were made, for instance, to rent allowance payments for non-householders (previously, these had been dependent upon a household’s make-up). Although not without its faults, it was a definite improvement over the previous social assistance arrangements. Higher benefit rates were provided and, although the allowances under the new scheme were mostly the same as under National Assistance (with exceptions such as an additional allowance for long-term claimants), what differed was the fact that the new scheme sought to ensure that benefits would be given as a right to those who met the means-tested conditions, while seniors were entitled to an income guarantee. Measures were also carried out with the intention of enabling widows and women whose marriages had dissolved to receive higher pensions, while regulations established improved levels of financial assistance for disabled people (such as an allowance for severe disabilities), and allowed for Christmas bonuses to be disregarded in the estimation or calculation of earnings when determining national insurance payments. Local tax rebates were created to assist less well-off ratepayers, and the 1965 Matrimonial Causes Act was designed to helpwomen by means of ordering alimony and other forms of payment to the concerned parties. Additionally, measures were undertaken to tackle homelessness and deliver residential services to persons who are ill and living with disabilities.

The social security record of Wilson’s first administration can be justified by the impact its policies had on those living on low incomes. In 1970, the amount that benefits and taxes added to the incomes of those earning £315 annually was more than twice the equivalent amount from 1964. Measurements have also suggested that the number of individuals living in poverty was far lower in 1970 than in 1964; further justification of Labour’s welfare record from the Sixties. One such benchmark, utilising a 1970-based absolute poverty line, has suggested that the percentage of poor Britons fell from around 20% to around 15% by the end of Wilson’s first premiership. Wilson’s last government from 1974 to 1976 would also see further landmarks in social security, with various laws passed that established new entitlements including invalidity pensions and mobility and invalidity care allowances for the disabled, earnings-related pensions, and Child Benefit; a universal payment which for the first time included financial support to families with at least one child and enhanced the amount of assistance allocated to low-income families.

The administrations in context

In a way, both administrations reflected the spirit of the times that they governed in. In the decade or so following the end of the hostilities, several war-torn nations in Europe came under the leadership of left-wing coalitions that expanded their social aid systems, while even poorer nations led by progressives including Burma (Myanmar), Guatemala, Iran and Ceylon (Sri Lanka) undertook reforms in this field. Similarly, during Wilson’s first stint as prime minister several developing nations led by reformers throughout the Sixties like India, Turkey, Honduras and the Philippines also embarked upon their own programmes of welfare innovation. The revolutionary social security reforms implemented under Attlee and Wilson therefore reflected broader geopolitical trends during their incumbencies.

The record of the Attlee and Wilson administrations shows that even under dire economic circumstances there is much that can be achieved in strengthening the social security structure that has done much throughout the decades to prevent and mitigate poverty in the United Kingdom. Like their forebears, the Starmer Government must never lose sight of Labour’s goal to make Britain a nation free of injustice. A more generous welfare system is a prerequisite to this. Although it is likely that it will take time until the financial situation improves to the point that Labour will be able to pursue looser, more expansionary fiscal measures to attain its reformist vision, the Starmer Government must nevertheless reinforce the Welfare State as an effective tool against the scourges of poverty, as most Labour governments have done so in the past. The welfare records of the Attlee and Wilson ministries are ones that the new Labour administration can learn greatly from today.

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Every October for the past 52 years, the International Hot Air Balloon Festival takes place in Albuquerque, New Mexico. This event is the world's largest hot air balloon festival, with over 500 hot air balloons and nearly 1 million people in attendance. The hot air balloon made its first American flight in 1793, yet it still captures our attention and imagination. So, what is the history behind these magnificent flying balloons?

Angie Grandstaff explains.

*A depiction of an early balloon flight in Annonay, France in 1783.*

The Origins of Hot Air Balloons

The idea of flying is something that humans have fantasized about for centuries. Many have theorized about how this could happen. English philosopher Roger Bacon hypothesized in the 13th century that man could fly if attached to a large hollow ball of copper filled with liquid fire or air. Many dreamed of similar ideas, but it wasn’t until 1783 that the dream became a reality.

French brothers Joseph-Michel and Jacques-Etienne Montgolfier were paper manufacturers who observed that a paper bag would rise if hot air was put inside it. Many successful experiments proved their theory. The Montgolfier brothers were to demonstrate their flying balloon to King Louis XVI in September 1783. They enlisted the help of a famous wallpaper manufacturer, Jean Baptiste Réveillon, to help with the balloon design. The balloon was made of taffeta and coated with alum for fireproofing. It was 30 feet in diameter and decorated with zodiac signs and suns in honor of the King.

A crowd of 130,000 people, including King Louis XVI and Marie Antoinette, watched the Montgolfier brothers place a sheep, rooster, and duck in a basket beneath the balloon. The balloon floated for two miles and was safely returned to the ground with the animals unharmed. This successful flight showed what was possible, and they began planning a manned trip into the sky.

There was much concern about what the high altitude may do to a human, so King Louis XVI offered a condemned prisoner to be the first to fly. But Jean-Francois Pilatre de Rozier, a chemistry and physics teacher, asked and was granted the opportunity to be the first. The Montgolfier brothers sent de Rozier into the sky on several occasions. Benjamin Franklin, the Ambassador to France at the time, witnessed their November 1783 flight. Franklin wrote home about what he saw, bringing the idea of hot air balloons to American visionaries.

An American Over the English Channel

Advances were being made with different fabrics and gases, including hydrogen, to keep the balloon aloft. Many brave individuals were heading into the skies. Boston-born Dr. John Jeffries was eager to fly. Jeffries offered to fund French inventor Jean-Pierre Blanchard’s hot air balloon expedition to cross the English Channel if he was allowed a seat. Dr. Jeffries was a medical man interested in meteorology, so this trip into the clouds fascinated him.

The two men headed into the air from the cliffs of Dover, England in January 1785. Blanchard’s gear and a boat-shaped gondola carrying him and Jeffries weighed down the hydrogen-filled balloon. The balloon struggled with the weight as it headed across the channel, so much so that they had to throw everything overboard. Their desperation to stay in the air even led them to throw the clothes on their backs overboard. The pair landed safely in France minus their trousers but were greeted by locals who thankfully clothed them.

First Flight in America

Blanchard’s groundbreaking achievements in Europe brought him to America in 1793. He offered tickets to watch the first manned, untethered hot air balloon flight. The first flight was launched from the Walnut Street Prison yard in Philadelphia. George Washington was in attendance with other future presidents, such as Thomas Jefferson, John Adams, James Madison, and James Monroe. Blanchard, who did not speak English, was given a passport by Washington to ensure safe passage wherever he landed. Blanchard ascended 5,800 feet into the air and landed 15 miles away in Deptford, New Jersey.

Europe dominated the field of aeronautics, but Blanchard’s first American flight demonstrated the possibilities of flight to America and its leaders. It inspired American inventors and explorers to take to the skies. It was a significant step in the global progress of aviation. An interesting side note about Blanchard: his wife Sophie was also an avid balloonist, a woman ahead of her time. They both died in separate ballooning accidents.

Early American Balloonists

The Montgolfier brothers' ballooning adventures led to balloon madness in America. There was much interest in the science of flying balloons as well as how balloons can be used as entertainment.

Philadelphia doctor John Foulke was fascinated with the science of ballooning. He witnessed the Montgolfier brothers’ successful manned hot-air balloon flights in Paris with Benjamin Franklin. Foulke returned to his Philadelphia home and conducted experiments, sending small hot air balloons into the sky. He lectured at the University of Pennsylvania on ballooning, even inviting George Washington to one. Washington could not attend but was keenly interested in hot air balloons and saw their potential for military use. Foulke began raising funds to build America's first hot air balloon but never reached his goal.

While Foulke was lecturing about the science of ballooning and attempting to raise funds, a Bladensburg, Maryland tavern owner and lawyer, Peter Carnes, was ready to send a balloon into the air in June 1784. Carnes was a very ambitious man with an entrepreneurial spirit. He saw American’s enthusiasm for the magnificent flying balloons as a way to make money. Interestingly, Carnes had very little knowledge about how to make a balloon take flight, but against all odds, he built a balloon. His tethered unmanned balloon was sent 70 feet into the air. Carnes set up a more significant event in Baltimore, selling tickets to a balloon-mad city for a manned flight. Unfortunately, Carnes was too heavy for the balloon, but a 13-year-old boy, Edward Warren, volunteered to be the first. Warren ascended into the sky and was brought back safely to the ground, becoming the first American aviator.

Cincinnati watchmaker Richard Clayton saw ballooning as an opportunity to entertain the masses. In 1835, he sold tickets to the launch of his Star of the West balloon. This 50-foot high, hydrogen gas-fueled balloon carried Clayton and his dog. Once a mile above the city, Clayton, wanting to put on the best show for his crowd, threw his dog out of the balloon. The dog parachuted to the ground safely. Clayton’s nine-hour trip took him to present-day West Virginia. This voyage, Clayton’s Ascent, was commemorated on jugs and bandboxes, some of which are part of the Cincinnati Art Museum’s collection. Clayton traveled to many American cities with his balloons and entertained thousands. Clayton used his connections with the press to help bring in the crowds.

Thaddeus Lowe was a New Hampshire-born balloonist and inventor who was primarily self-educated. He began building balloons in the 1850s, traveling the country, giving lectures, and offering rides to paying customers. Lowe believed hot air balloons could be used for communication and was devising a plan to build a balloon that could cross the Atlantic Ocean when the Civil War began.

Balloons in the Civil War

President Lincoln was interested in finding out how flying balloons could gather intelligence for military purposes. In June 1861, Lowe was summoned to Washington D.C., where he demonstrated to President Lincoln how a balloon's view from the sky combined with telegraph technology could give the Union Army knowledge of the Confederate troop movements. President Lincoln saw how this could help his army. So, he formed the Union Army Balloon Corps. Thaddeus Lowe was the Corps' Chief Aeronaut. Lowe used a portable hydrogen gas generator that he invented for his seven balloons.

The Peninsula campaign gave Lowe his first chance to show how his balloons could contribute positively to the Union Army. In the spring of 1862, he was able to observe and relay the Confederate Army’s defensive setup during the advance on Richmond. Lowe’s aerial surveillance gave the Union Army the location of artillery and troops during the Fredericksburg campaign in 1862 and the Chancellorsville campaign in 1863.

The Balloon Corps made 3,000 flights during the Civil War. The surveillance obtained from these flights was used for map-making and communicating live reports of battles. The balloon reconnaissance allowed the Union to point their artillery in the correct direction even though they couldn’t see the enemy, which was a first. The Confederates made several attempts to destroy the balloons, but all attempts were unsuccessful. The balloons proved to be a valuable tool in war.

Unfortunately, Thaddeus Lowe faced significant challenges from Union Army leaders who questioned the cost of his balloons and his administrative skills. Lowe was placed under stricter military command, a difficult situation for him. Ultimately, Lowe resigned from his position in the Balloon Corps, and the use of balloons during battle ceased. Lowe's journey led him back to the private sector, where he eventually settled in Pasadena, California, and continued his inventive pursuits, eventually holding 200 patents.

Modern Hot Air Balloons

Hot air balloons lost their popularity as America entered the 20th century. But in the 1950s, Ed Yost set out to revive the hot air balloon industry. Yost is known as the Father of Modern Hot Air Ballooning. He saw the need for the hot air balloon to carry its own fuel, so he pioneered the use of propane to heat the inside of the balloon. Yost also created the teardrop balloon design. He experimented with balloons, including building his own, and made the first modern-day hot-air balloon flight in 1960. Yost was strapped in a chair attached to a plywood board beneath a propane-fueled balloon traveling for an hour and a half in Nebraska. His improvements made hot air balloons safer and semi-maneuverable. Yost crossed the English Channel and attempted to cross the Atlantic Ocean solo. His attempt across the Atlantic failed, but he built a balloon for Ben Abruzzo, Maxie Anderson, and Larry Newman to try again. The Double Eagle II was the first balloon to cross the Atlantic in 1978.

Yost’s achievements and those of many other American hot air balloon enthusiasts helped the sport of hot air ballooning take flight in the second half of the 20th century. Hot air balloon festivals now take place around the country year-round and are major tourist attractions. The Albuquerque International Hot Air Balloon Festival is the world's biggest hot air balloon festival. Hot air balloons have become big business for travelers who want a bird’s eye view of America.

Humans have always wanted to conquer the skies. The curiosity and ingenuity of people like the Montgolfier brothers laid the foundation for Americans to push the boundaries of aviation. The early experiments of scientists and entertainers helped 20th-century inventors and adventurers build safer hot air balloons. Today, there is a vibrant hot-air balloon culture in America. Millions of Americans celebrate the scientific milestones and the sheer joy of flight every year. The history of hot air ballooning shows us the power of imagination and dreams.

Angie Grandstaff is a writer who loves to write about history, books, and self-development.

References

https://airandspace.si.edu/stories/editorial/presidential-writings-reveal-early-interest-ballooning

https://balloonfiesta.com/Hot-Air-History

https://www.battlefields.org/learn/biographies/thaddeus-sobieski-constantine-lowe

https://fly.historicwings.com/2012/06/the-first-american-aviator/

https://ltaflightmagazine.com/the-first-aerial-crossing-of-the-english-channel/

https://www.mountvernon.org/library/digitalhistory/digital-encyclopedia/article/george-washington-and-ballooning

https://www.nytimes.com/2007/06/04/us/04yost.html

https://www.santafenewmexican.com/news/local_news/ed-yost-father-of-ballooning-subject-of-new-albuquerque-balloon-museum-exhibit/article_917c38b2-6138-11ee-9a3d-4786ca2ea0c6.html

https://www.space.com/16595-montgolfiers-first-balloon-flight.html

https://www.wcpo.com/news/insider/history-richard-clayton-balloon

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The naval victory at Midway on June 4, 1942 has rightly been recognized as one of the greatest in the history of the US Navy, and one of the most significant victories in the history of armed conflict. However, events did not follow the plan formulated by US Pacific Fleet commander Admiral Chester Nimitz, and the battle was very nearly lost by Pacific Fleet forces. Conspicuously missing from earlier accounts of the Battle of Midway is a description of the Nimitz plan to confront the Japanese carrier fleet.

Dale Jenkins explains. Dale is author of Diplomats & Admirals: From Failed Negotiations and Tragic Misjudgments to Powerful Leaders and Heroic Deeds, the Untold Story of the Pacific War from Pearl Harbor to Midway. Available here: Amazon US | Amazon UK

*Chester Nimitz while Chief of Naval Operations.*

The actions taken by Pacific Fleet forces during the Midway battle deviated significantly from the Nimitz plan. But, despite the deviation, the battle was won. What occurred at Midway was essentially a broken play, but positive action from a junior task force commander, astute calculations from an air group commander, and intrepid, skilled flying from carrier pilots saved the day.

The intelligence team at Pearl Harbor had decrypted sufficient Japanese messages by May 27 to advise Nimitz of expected Japanese fleet movements on June 4. Nimitz’s intelligence staff, headed by LCdr Edwin Layton, informed him that the Japanese carrier fleet, or Striking Force:

“would probably attack on the morning of 4 June, from the northwest on a bearing of 325 degrees. They could be sighted at about 175 miles from Midway at around 0700 (0600 local) time.”(1)

Layton expected four or five Japanese carriers steaming from the northwest at 26 knots. There were four: Akagi(flagship of carrier Striking Force commander Vice Admiral Chuichi Nagumo), Kaga, Hiryu and Soryu. Nimitz had a week to plan a defense of the attack, formulate a counter-attack, and continue to assemble forces on Midway to carry out the plan. He issued Operation Order 29-42 that detailed the forces that were to be employed, including the scouting operation of PBY amphibious planes and a picket line of submarines.

Additional Japanese forces included an amphibious Occupation Force operating south of the carrier force, a separate force to attack the Aleutian Islands, and a battleship force trailing 300 miles astern of the carriers. The battleship force included super-battleship Yamato with Combined Fleet commander Admiral Isoroku Yamamoto embarked.

The Japanese planned to launch 108 planes, half the total air complement of the four carriers, against the shore defenses of Midway Island at 0430 on June 4 when approximately 220-240 miles from Midway,. The remaining reserve force would be armed with anti-ship bombs and torpedoes to combat any unexpected Pacific Fleet forces. The Japanese command expected the Pacific Fleet carriers to rush to the scene from Pearl Harbor, and the Japanese would destroy them with their carrier planes and battleships in a showdown confrontation.

To counter the Japanese carrier force, Nimitz had planes on Midway Island and three Pacific Fleet carriers, Enterprise, Hornet and Yorktown, under the overall command of Rear Admiral Frank Jack Fletcher. Fletcher, embarked on Yorktown, was in direct command of Task Force 17. A more junior rear admiral, Raymond Spruance, embarked on Enterprise, commanded Task Force 16 of Enterprise and Hornet.

Operating range

A particular problem was the difference in operating ranges between the Japanese carrier planes and those of the Pacific Fleet. The Japanese operating range was 240 miles, and the equivalent for the Pacific Fleet planes was just 175 miles. That difference meant the Japanese planes could attack the Pacific Fleet carriers when the Pacific Fleet planes were out of range of the Japanese carriers. Nimitz had to have a plan that would get the carriers through the band between 240 miles and 175 miles without being spotted and attacked. The difference, 65 miles, meant that a carrier covering that distance, averaging 25 knots, would have to steam for 2 ½ hours to cross the band where they were vulnerable to attack without being able to return it.

Nimitz designed an attack on the Japanese carrier fleet by moving the Pacific Fleet carriers through the night of June 3-4, under cover of darkness, to arrive at a position where they had the best chance to launch an attack before they were discovered by Japanese scouts. He planned to use PBY amphibious planes from Midway as scouts because the Japanese could sight the PBYs without being alerted to the presence of carriers. The light wind coming out of the southeast meant that the Japanese carriers, steaming into the wind, would launch and recover planes without changing course. Layton based his calculations on the PBYs taking off from Midway at 0430, plus plane and ship speeds, to arrive at his calculation that the PBYs should encounter the Japanese at about 0600, 175 miles from Midway. The planes on Midway would launch immediately upon receipt of the scouting report. Japanese carriers would move about 35 miles after the PBY report until the Midway planes intercepted them about 0720, 140 miles from Midway.

Nimitz formulated a plan for a concentration of force of Midway planes and carrier planes. To accomplish this, he determined that the Pacific Fleet carriers were to be at a position 140 miles northeast of the interception point at 0600. That position also was 200 miles directly north of Midway Island and was designated as the navigation reference point for the carrier force. When the report from a PBY was received at approximately 0600 the planes from both Midway and the three carriers would launch their planes. In a successful execution, all the Pacific Fleet planes would arrive over the Japanese carriers at approximately 0720 in a concentration of force. The goal was a victory by 0800-0815.

Because the Japanese planes attacking Midway would not return before 0830, the Pacific Fleet attack would be against just half of the Japanese air defenses. In addition, if the flight decks of the Japanese carriers were heavily damaged, even if the carriers themselves were not sunk, the planes returning from Midway would have to ditch in the ocean.

*A graphic of Nimitz’s plan at the Battle. Copyright Dale Jenkins. Printed with permission.*

After-action report

The after-action report of Rear Admiral Frank Jack Fletcher confirms the intended movements of the carrier force in conformity with the Nimitz plan:

ENTERPRISE and HORNET maintained their air groups

In readiness as a striking force. During the night of June 3-4

both forces [TF-17 and TF-16] proceeded for a point two

hundred miles North of Midway. (Emphasis added) Reports of enemy forces to the Westward of Midway were received from Midway and Commander-in-Chief, Pacific Fleet. These reports indicated the location of the enemy Occupation Force but not the Striking Force.(2)

The ComCruPac (Fletcher) report refers to PBY scouts on June 3, when the Occupation Force was sighted and the carrier Striking Force was still under heavy clouds. It confirms Fletcher’s knowledge of the plan and his intended movements. Further confirmation of the Nimitz plan and the ordered position of the carriers to be 200 miles north of Midway at 0600 on June 4 is contained in published accounts of at least three contemporary historians who had the opportunity to interview participants during and after the war: Richard W. Bates, Samuel Eliot Morison, and E. B. Potter. (3)

On June 3 the PBYs took off from Midway at 0430 and contacted the Japanese occupation force. This contact confirmed that the Japanese were proceeding with the plan as previously decrypted by Layton’s intelligence unit. The carrier force was still under a heavy weather overcast and was not discovered on June 3.

On June 4 the PBYs launched again at 0430. At 0534 a sighting of enemy carriers was transmitted to Admirals Fletcher and Spruance, and to the forces on Midway. At 0603 the earlier report was amplified:

“2 carriers and battleships bearing 320 degrees, distance 180, course 135, speed 25 knots.” (4)

Immediately after receiving the latter report the planes on Midway took to the air. Fighters rose to defend Midway, and six Avenger torpedo planes and four B-26s fitted with torpedoes flew to attack the Japanese carriers. Two more carriers were in the Japanese formation but were not seen by the PBY pilot.

However, Pacific Fleet carriers were not in position to launch planes at 0603 because Fletcher, while heading southwest overnight June 3-4 toward the designated position 200 miles north of Midway, decided that the scouting as ordered in Operation Order 29-42 might not be sufficient. At first light, he ordered Yorktown carrier planes to conduct a separate sweep to the north and east. To do this the carriers had to change course to the southeast to launch planes into the wind, and to be on that course to recover the planes. These course changes took the carriers away from the interception point. When the 0603 message from the scout arrived, the carriers were 200 miles east and north of the interception point and 25 miles beyond their operating range of 175 miles.

At 0607 Fletcher sent a message to Spruance:

“Proceed southwesterly and attack enemy carriers when definitely located. I will follow as soon as planes recovered.”(5)

Spruance, detached with Enterprise and Hornet, proceeded southwest at all possible speed to close the range, but at an average speed of 25 knots it would take an hour to cover 25 miles. Meanwhile, the planes from Midway arrived separately over the Japanese carriers and attacked. The plan for a concentration of force had failed.

The Avengers and B-26s, arriving at 0710, flew into the teeth of the Zero fighter defenders. They attempted valiant torpedo runs against two of the four carriers, but the inexperienced pilots were hopelessly outclassed by the fast, agile and deadly Zeros. There were no hits or even good chances for hits, and the Zeros sent five of the six Avengers flaming into the ocean. The B-26s hardly did better, but one pilot, with his plane on fire and probably knowing he was never getting home, dove at the bridge of the Japanese flagship. He missed by a few feet and crashed into the ocean.

B-26 pilot

The B-26 pilot may have done as much as anyone that day to turn the tide of the battle. At 0715 the shocked Admiral Nagumo, already notified that the Midway attack had run into heavy resistance, decided that a second attack on Midway was required. He ordered the armaments of the standby force to be changed from anti-ship bombs and torpedoes to point detonating bombs for land targets. All of this would require over an hour to complete, and not before the Midway attack force would be returning to land about 0830, low on fuel.

Admiral Spruance, ready to launch planes from his two carriers at 0700, plotted courses to a new interception. Ranging closely together between 231 degrees and 240 degrees, but delayed at the launch, the planes expected to arrive at the new interception at 0925 – almost 2 1/2 hours after the launch time.

At 0917, with the Midway force landed, Admiral Nagumo turned northeast to confront the Pacific Fleet carriers that a Japanese scout had discovered earlier. Decisions he had made, including landing the Midway planes, had delayed any attack on the American carriers. The Americans were still making attacks, but the Zeros swept them aside easily. Now Nagumo was supremely confident. Rearming and refueling the entire air complement on all four carriers would be completed by 1045. They would launch a massive, coordinated attack of over 200 planes and sink the American carrier fleet.

The Enterprise and Hornet planes crossed the revised intercept point at 0925 but found nothing but open ocean. The Hornet air group commander took his squadrons southeast to protect Midway. The Enterprise air commander realized that the Japanese carrier force probably had been delayed by earlier actions. He took two squadrons of dive bombers on a northwest course to retrace the Japanese movements, then began a box search that came upon a Japanese destroyer, and that led to the Japanese carriers. Diving out of the sun at 1025 caught the Japanese defenders by surprise, and in five minutes Akagi and Kaga were destroyed. The Yorktown planes suddenly appeared and destroyed Soryu.

Hiryu, the remaining Japanese carrier, launched dive bomber and torpedo plane attacks which led to the loss of Yorktown. Later in the day on June 4 Enterprise dive bombers destroyed Hiryu. The greatest victory of the US Navy had been realized.

Aftermath

In the aftermath of the Midway victory no one was going to complain about not following the Nimitz battle plan, least of all Admiral Nimitz. Consequently, the existence of the plan has been overlooked until now. Whether following the plan would have resulted in the same victory by Pacific Fleet forces, or the same victory without as many losses in ships, planes and personnel, has never been explored and is left to speculation.

As a reminder, Dale is author of Diplomats & Admirals: From Failed Negotiations and Tragic Misjudgments to Powerful Leaders and Heroic Deeds, the Untold Story of the Pacific War from Pearl Harbor to Midway. Available here: Amazon US | Amazon UK

References

(1) Layton, Edwin T., And I Was There, Konecky & Konecky, Old Saybrook, CT, 1985, p. 430

(2) Report of Commander Cruisers, Pacific Fleet (Adm. Fletcher), To: Commander-in-Chief,

United States Pacific Fleet, Subject: Battle of Midway, 14 June 1942, Pearl Harbor, T.H., Para. 3, included as Enclosure (H) in United States Pacific Fleet, Advance Report – Battle of Midway, 15 June 1942

(3) Bates, Richard W., The Battle of Midway, U.S. Naval War College, 1948, p. 108; Morison, Samuel Eliot, Coral Sea, Midway, and Submarine Actions, Naval Institute Press, 1949, p. 102; Potter, E.B., Nimitz, Naval Institute Press, 1976, p. 87.

(4) Morison, p. 103.

(5) Morison, p.113

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Archimedes of Syracuse, one of the greatest mathematicians and inventors of antiquity, profoundly influenced fields ranging from geometry to hydrostatics. Born in 287 BCE in Syracuse, a Greek city-state on the island of Sicily, Archimedes lived during a period of scientific discovery and political turbulence. His contributions not only advanced the knowledge of his time but also laid the foundations for future innovations, impacting fields as diverse as engineering, physics, and military strategy.

Terry Bailey explains.

*Portrait of a scholar (Archimedes?).* Domenico Fetti, 1620.

Early life and education

Archimedes was born into a family connected to the ruling elite of Syracuse. In his work 'The Sand-Reckoner', Archimedes gives his father's name as Phidias, an astronomer about whom nothing else is known, it is assumed this is what likely sparked Archimedes' early interest in the sciences. Little is known about Archimedes' early years, but it is believed he travelled to Alexandria in Egypt, the intellectual hub of the Mediterranean world, to study under the successors of Euclid. This connection with Alexandria placed Archimedes within the vibrant mathematical community of his time.

Upon returning to Syracuse, Archimedes dedicated himself to a life of inquiry and discovery. His surviving written work indicates a keen desire to explore both the abstract principles of mathematics and their practical applications. He had a deep love for pure mathematics but was equally committed to solving real-world problems.

Mathematical contribution

Archimedes' work in mathematics established him as a towering figure in the discipline. One of his most celebrated achievements is the approximation of pi (π). Archimedes developed a method of calculating the value of π by inscribing and circumscribing polygons around a circle, finding their perimeters and using this data to estimate π with remarkable precision. His method, known as the method of exhaustion, is considered an early form of integral calculus and remained the most accurate approximation of π until modern times.

Another significant contribution is Archimedes' principle of the lever. In his treatise 'On the Equilibrium of Planes', Archimedes laid down the laws governing levers and balance. His famous statement, "Give me a place to stand, and a lever long enough, and I will move the Earth, (World)," captures the essence of his discovery that a small force, applied correctly using a lever, can move large objects. This principle revolutionized mechanics and influenced engineering practices for centuries.

Archimedes also made strides in understanding the concept of centroids in geometry. In his work, 'On the Quadrature of the Parabola', he calculated the area of a parabolic segment and demonstrated that the centroid of a parabola lies along its axis. His ability to combine abstract reasoning with physical insight was unparalleled in the ancient world.

Hydrostatics and the principle of buoyancy

Archimedes is perhaps best known for his work in hydrostatics, particularly his discovery of the principle of buoyancy. This principle states that any object immersed in a fluid experiences an upward force equal to the weight of the fluid displaced by the object. The story of Archimedes' Eureka, (Greek: ερηκα, I have found), moment is legendary, even if not exactly what occurred.

King Hiero II of Syracuse asked Archimedes to determine whether a crown made for him was pure gold or adulterated with silver. While bathing, Archimedes realized that the water displaced by his body in the bath provided a way to measure the volume of the crown and thus its density. Leaping from his bath in excitement, Archimedes is said to have run through the streets shouting Eureka!, I have found it!

Archimedes' principle of buoyancy became a cornerstone of fluid mechanics, underpinning theories of flotation and sinking. This discovery had practical applications in shipbuilding, as it allowed engineers to calculate whether ships would float based on their weight and the water they displaced.

Inventions and engineering feats

Archimedes' inventive genius was not limited to theoretical work; he also designed practical machines that were ahead of their time. One of his most famous inventions is the Archimedean screw, a device used to raise water. The screw consists of a helical surface inside a cylinder, and when turned, it would lift water from a lower to a higher elevation. Originally designed for irrigation in Egypt, the Archimedean screw is still used today in some parts of the world for pumping water.

In the realm of warfare, Archimedes applied his knowledge of mechanics to develop powerful machines that helped defend Syracuse during the Second Punic War. His military devices were so effective that they became the stuff of legend. Among these were massive catapults capable of hurling projectiles at enemy ships, and large cranes or "claws" that could grab ships, lift them out of the water, and then smash them back down, sinking them. Another invention, known as the Archimedes' heat ray, allegedly used mirrors to focus sunlight onto Roman ships, setting them on fire. While the historical accuracy of the heat ray remains debated, it highlights the blend of scientific theory and military necessity in Archimedes' work.

The method of mechanical theorems

One of Archimedes' lesser-known yet most significant contributions to mathematics is the method of mechanical theorems, detailed in his work of the same name. In this treatise, Archimedes explored the use of mechanical reasoning to discover mathematical theorems. By imagining geometric figures as physical bodies with weight, he was able to "balance" them and deduce geometric relationships. This approach was revolutionary because it introduced an early form of integral calculus long before Newton and Leibniz developed the field in the 17th century.

Archimedes' spiral—a curve traced by a point moving uniformly away from a central point while the point revolves around that point—was another breakthrough. He used this spiral to square the circle, showing that the area under one turn of the spiral was equal to a quarter of a circle's area. His work on spirals remains relevant in modern mathematics, particularly in polar coordinate systems.

The Sand Reckoner, challenging the size of the universe

Archimedes' curiosity extended beyond the Earth and into the cosmos. In his treatise 'The Sand Reckoner', he set out to determine whether it was possible to calculate the number of grains of sand that could fill the known universe. While this might seem like a trivial exercise, Archimedes used it as a way to propose a new system for expressing large numbers, challenging the conventional Greek numeral system. His estimate pushed the boundaries of ancient cosmology and provided a method for handling astronomical magnitudes, illustrating his unique ability to connect mathematics with natural philosophy.

Archimedes' death and legacy

The legacy of Archimedes is indelibly tied to his tragic death during the Siege of Syracuse in 212 BCE. The Romans, led by General Marcus Claudius Marcellus, laid siege to the city, and Archimedes played a critical role in designing machines that delayed the Roman advance. According to Plutarch, Archimedes was so engrossed in his work during the siege that he was oblivious to the Roman army entering the city. A Roman soldier found Archimedes working on a mathematical problem, allegedly Archimedes responded, "Do not disturb my circles," referring to the geometric figures he was drawing in the sand, the soldier, either misunderstood or ignored the orders, killing Archimedes on the spot, despite orders from Marcellus that Archimedes was to be spared.

Archimedes' contributions to science and engineering left an enduring legacy. His surviving works were studied, copied, and transmitted through the centuries, influencing Islamic scholars in the medieval period and later the European Renaissance. His method of approximation and mechanical theorems paved the way for the development of modern calculus, while his inventions demonstrated the power of applied science. Archimedes' influence can be seen in the works of later astronomers and mathematicians such as Galileo Galilei, Isaac Newton, and even physicists mathematicians and engineers of today.

Rediscovery of Archimedes' works

Many of Archimedes' original writings were lost over time, but his ideas and concepts survived through Latin and Arabic translations. One of the most exciting discoveries related to Archimedes' work came in 1906 when the Archimedes Palimpsest was uncovered. This medieval manuscript contained previously unknown works by Archimedes, including The Method of Mechanical Theorems. The palimpsest was produced when monks in the 13th century scraped off the original Archimedean text and reused the parchment for religious writings. Modern technology has allowed scholars to recover the erased text, providing new insight into Archimedes' mathematical genius.

Archimedes stands as a beacon of human ingenuity and intellectual curiosity. His profound insight into mathematics, physics, mechanics, and applied science such as hydrostatics continues to resonate today, demonstrating how a single individual's quest for knowledge can shape the course of human history.

From his invention of the Archimedean screw to his principles of levers and buoyancy, Archimedes' achievements spanned both theoretical brilliance and practical applications. His life and work exemplify the synergy between scientific inquiry and the real-world problems that science seeks to solve, making him one of the most remarkable figures of the ancient world.

The site has been offering a wide variety of high-quality, free history content since 2012. If you’d like to say ‘thank you’ and help us with site running costs, please consider donating here.

Notes:

Surviving writing of Archimedes:

· Measurement of a Circle

· The Sand Reckoner

· On the Equilibrium of Planes

· Quadrature of the Parabola

· On the Sphere and Cylinder

· On Spirals

· On Conoids and Spheroids

· On Floating Bodies

· Ostomachion, (Loculus of Archimedes or Archimedes' Box)

· The cattle problem

· The Method of Mechanical Theorems

· Book of Lemmas or Liber Assumptorum is a treatise with 15 propositions on the nature of circles

· Archimedes' Palimpsest described above includes treatises:-

· On the Equilibrium of Planes

· On Spirals

· Measurement of a Circle

· On the Sphere and Cylinder

· On Floating Bodies

· The Method of Mechanical Theorems

· Stomach-ion

· Speeches by the 4th century BC politician Hypereides

· A Commentary on Aristotle's Categories

· Associated other works

Euclid

Euclid (Εὐκλείδης) was a Greek mathematician, often referred to as the "father of geometry." He lived around 300 BCE, during the reign of Ptolemy I in Alexandria. His most famous work, Elements, is a comprehensive compilation of the mathematical knowledge of his time and became the foundational text for geometry for centuries.

Elements consist of 13 books covering geometry, number theory, and mathematical logic. Euclid also contributed to optics, astronomy, and the study of conic sections. His work laid the groundwork for deductive reasoning in mathematics, a method still used today.

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Here is a fascinating history from early 17th century Russia, featuring somebody who apparently returned from the dead and a coup to take control of the country. This the story of Prince Dmitri. Lanny Cotton, who wrote the below for a podcast originally, explains.

*Ivan the Terrible. By Hans Weigel.*

Today, I would like to tell you a story. A story about a sinister conspiracy, a lost and noble prince, an evil tyrant, and a war over the soul of an empire. Or, more likely, a story about a crazed conspiracy theory, a deceitful imposter, an unfortunate monarch, and a chaotic civil war which brought death and destruction to said empire. Along the way we’ll play knife games with the boys, mutilate a poor, innocent church bell, and perform history’s first and only reverse sled-by shooting. I hope you enjoy the ride.

PART ONE

Our story begins with Ivan the Terrible, the first Tsar of Russia. Ivan is himself a fascinating figure, but here our story concerns itself with what happened after his death. Oh, and a side note: the epithet “the Terrible” is somewhat misleading. The Russian word “grozny” is translated into “terrible” in the sense of something “inspiring terror”, rather than being of low quality. It wasn’t a pleasant nickname, but it wasn’t an insult either, and it suited the paranoid Tsar who had thousands of his subjects murdered on the slightest provocations. Ivan’s first wife was a woman named Anastasia Romanovna, who he chose out of a lineup of a few hundred other eligible maidens. It seems that Anastasia and Ivan got along fairly well, and she managed to keep his more violent tendencies at bay. The couple had six children, four of which would die in infancy. This left Ivan with an heir and a spare, Prince Ivan Ivanovich and Prince Feodor. In the summer of 1560, Anastasia died of a sudden illness. Ivan was convinced that his beloved wife was poisoned and began a purge against the boyars, the Russian nobility, having many noblemen tortured and executed. Was this pure paranoia? In 2001, Anastasia’s body was examined by Russian scientists, who discovered a high buildup of mercury in her bones, a sign that the Tsar’s wife may have actually been poisoned.

Ivan took at least five more wives after Anastasia, though there are later reports of another two which historians doubt. Technically, this was illegal under the rules of the Russian Orthodox Church, which only permitted three marriages in a lifetime. Ivan was Tsar, though, and didn’t have to care about the rules. The next two wives, Maria and Marfa, also died suddenly, kicking off another couple rounds of purges. The two after that, both named Anna, eventually bored their imperial husband and found themselves shipped off to nunneries. The sixth and final of Ivan’s canonical wives was named Maria Nagaya. Ivan and Maria didn’t get along well, and she almost got nunneried like the Annas, but then she got pregnant. Maria gave birth on October 19, 1582 to little Prince Dmitri, Ivan’s third son.

So let’s talk about the sons. First is Prince Ivan Ivanovich. This Ivan seems to have been a good heir, intelligent and capable, and he might have made a good Tsar. But we’ll never know, because on November 15th, 1581, the two Ivans got into a heated argument which ended in the Tsar striking his son and heir with his scepter. The blow broke the prince’s skull and sent him into a coma. Four days later he died without waking up. This left Feodor as heir, which was problematic because Feodor was kind of useless. Feodor was weak and sickly since childhood, and while personally nice he never showed interest in rulership, preferring to spend his days in prayer and meditation. Some historians believe he may have suffered from some sort of learning disorder, in particular placing him somewhere on the autism spectrum, though we’ll never know for sure. When Ivan died in March of 1584, Feodor was crowned Tsar. However, Feodor didn’t actually reign. The responsibilities of government were turned over to a council of boyars, led by a man named Boris Godunov. The Godunov family was not powerful or influential, Boris had only gotten into the Muscovite court because his father-in-law was the head of the oprichnina, Ivan the Terrible’s infamous secret police. Feodor was at this time 27 years old, though it was clear that he would never make a good Tsar, and that his regency would be in effect perpetual. And since Feodor didn’t have any children of his own, the technically illegitimate Dmitri stood to inherit the empire. This meant that he could pose a threat to Boris’ regency, should he grow up to be a better ruler than his half-brother.

Shortly after Ivan’s death and Feodor’s ascension to the throne, Boris had the sixteen month old Dmitri and his mother Maria sent off to the town of Uglich on the Volga River. The young prince seemed to have suffered from epileptic seizures, but other than that was healthy. His hobbies are said to have included watching cows be slaughtered and beating chickens to death with sticks, which maybe aren’t the most wholesome activities for an eight year old, but who am I to say? He also seemed to have enjoyed a game which consisted of throwing a marlinspike into the ground. What happened next isn’t quite clear. On May 15th, 1591, the eight year old Dmitri was found dead of a neck wound. There are two theories about what happened. The official story, published soon after, was that Dmitri had a seizure while playing the game and ended up falling onto his marlinspike. This was the conclusion of an inquiry led by a boyar by the name of Vasily Shuisky. Remember that name. But the other theory was much sexier. This theory stated that Boris Godunov, the tsar in all but name, had murdered the rightful heir in order to seize the throne for himself. His death was rather convenient for the regent. Incidentally, Maria Nagaya was sent to a nunnery after all, once her son was dead.

The church bell rang to signal the death of the prince. Can you imagine which of the two theories the people of Uglich believed first? That’s right, as soon as the bell rang they knew that their beloved prince had been murdered by the cruel tyrant in Moscow. And so they rioted, led by Boris’ political enemies. The citizens of Uglich did usual riot stuff, murdered tax collectors, burned buildings, stole stuff, the whole thing. Soldiers from Moscow soon arrived to put down the rioting, and many of those who took part were exiled to Siberia. One of these exiles was the bell which had begun the riot by announcing the prince’s death. In addition to being exiled, the bell had its “tongue” removed and was whipped through the streets. In 1892, three hundred years after its heinous crime, the bell was pardoned by Tsar Alexander III and allowed to return to Uglich. It was even given a new tongue. So Dmitri is dead. But his story isn’t over, it’s just beginning. Because in the years after his death, a third theory emerged. This theory stated that the prince was not, in fact, dead. He had been replaced by another poor child who died in his place, and was spirited away from Uglich just before the regent’s agents arrived to carry out their scheme.

Tsar Feodor died in February of 1598, less than seven years after his brother. The incompetent tsar had only one child, a daughter who died in childhood four years earlier. Without a clear heir, Boris Godunov declared himself Tsar, breaking a dynastic line that had ruled Russia, according to legend, since the Viking chief Rurik of Novgorod seven hundred years earlier. Things went bad for Tsar Boris pretty quickly. The rumors of his role in the prince’s death had not gone away in the intervening years, if anything they had just spread further. The older and wealthier boyars, those that had survived Ivan’s purges at least, resented Boris for his low birth, which meant from the beginning he was surrounded by potential enemies. During Boris’ tenure as imperial regent he had strengthened the power of the aristocracy at the expense of the peasants, in 1592 ending the traditional practice of serfs being able to move freely for the two weeks surrounding St. George’s Day. Without this privilege serfs were effectively made a part of the land itself, to be bought and sold with the land they worked. This would long outlive Boris and remained law until the 19th century. This was done in a desperate attempt to reverse the economic downturn which plagued Russia during the regency. So Boris was unpopular with both the nobility and the peasantry. This would only get worse, because of events taking place on the other side of the planet, in Peru.

PART TWO

In February of 1600, the volcano Huaynaputina, in modern day Peru, erupted. The eruption spewed thousands of tons of ash and debris into the atmosphere, where it partially blocked sunlight across the planet for years to come. Russia was among the hardest hit. 1601 was cold and wet, bad news for agriculture. Winter came early that year, ruining harvests across the empire. Food became scarce, prices skyrocketed, and the imperial treasury was stretched to breaking point. The result was perhaps the harshest famine in Russian history. It’s impossible to put an exact number on the death toll, but historians believe that about one third of the entire Russian population died during the next ten years, from starvation or disease or violence. The situation had spiraled far out of control, and the Tsar was powerless to stop it. What popular support he had dissolved. In the superstitious 17th century, this famine was taken as a sign of God’s wrath. A low-born had schemed his way to the throne by murdering Dmitri, the rightful heir, and possibly the pious Feodor as well. But if the tyrant was overthrown, who would replace him?

Remember that third theory I mentioned? Well, in 1603 Dmitri returned from the dead. We still don’t know who exactly this man was, but he was about the same age and looked fairly similar to the dead prince, only a decade older. He first emerged in Poland, under the protection of a powerful Ukrainian nobleman by the name of Adam Vishnevetskii. Poland was the main rival of the Russian Empire, a powerful kingdom to the west. Unlike Russia, Poland had a weak ruler and a powerful aristocracy. The Sejm, the Polish parliament, could veto any of the king’s decisions. Unlike just about every other monarchy in Europe, the Polish monarchy was non-hereditary. When the King died, the next king was elected by the Sejm. The Polish nobility saw the weakness of Russia and supported Dmitri in order to further destabilize their mortal enemies. In October of 1604, Dmitri crossed the border at the front of a Polish army. Boris was unable to organize an effective defense. The Russian army was scattered and mostly under the control of local magnates, many of whom opposed the Godunov regime. The food shortages had hit the army hard, desertion was rampant as hungry soldiers left their posts to become bandits or just return home to protect their families. As word of Dmitri’s return spread across Russia, the peasantry rose in support of their true Tsar, the long-lost prince. Boris waged a war of propaganda against the Pretender, claiming to have “discovered” that his true name was Grigory Otrepev and that he was a disgraced former monk. Boris’ health continued to decline amidst famine and civil war, and in April of 1605 he suddenly died. He was succeeded by his son, the sixteen year old Feodor. Feodor II didn’t last long. Two months into his reign, the teenage Tsar was overthrown and assassinated by Dmitri’s supporters in Moscow. Dmitri himself showed up a few weeks later to enter the city, and was proclaimed Tsar Dmitri I. His “mother”, Maria Nagaya, was brought back from the nunnery and publicly acknowledged him as her lost son. For all intents and purposes, this rando was now the son of Ivan the Terrible and the true Tsar. The evidence? Trust me bro.

Almost immediately Dmitri messed it up. His alliance with the hated Poles caught up to the Pretender, and rumors spread that he was a secret Catholic, bent on subverting the holy Orthodoxy and twisting Russia towards damnable Catholic heresy. Oh, and remember that name I told you to remember earlier? I’m sure you do, intelligent and wise listener. Vasily Shuisky, the man who had led the inquiry which concluded that Dmitri had died in an accident, changed his story once Dmitri arrived in Moscow. Now he backed Dmitri’s version of the story, admitting that he lied in his initial report due to pressure from Godunov. But Vasily personally hated the new Tsar. And his once messianic reputation among the peasantry began to fade as conditions failed to improve in the countryside. Not only that, but tensions began to grow between the citizens of Moscow and the new Polish arrivals, soldiers and noblemen supported by Dmitri. This situation was not eased when Dmitri announced his plan to marry a Polish woman, the daughter of one of the noblemen who supported his invasion. On the morning of May 17th, 1606, a week after the wedding and a year after his ascension to the throne, an angry mob stormed the palace. Dmitri tried to flee by jumping out a window and running along the rooftops to safety, but he slipped and fell, breaking his leg. The assassins found the Tsar in the alleyway and killed him, presumably telling him to stay dead this time. Dmitri’s body was stripped naked and dragged through the city, while Vasily Shuisky proclaimed him as a heretic and an imposter. His body was publicly displayed in Red Square for three days, before being loaded into a cannon and fired in the direction of Poland. Two days later, Vasily Shuisky proclaimed himself Tsar Vasily IV, ending the reign of False Dmitri… the First. That’s right, we’re not done yet.

PART THREE

Word of the coup spread through Russia, triggering a new wave of unrest and resentment. While the sheen had started to fade from the Pretender, he was still fairly popular in the provinces. Vasily worked out a pretty clever way to discount the legend of Dmitri’s survival. He sent agents to Uglich to dig up the prince’s body, and these agents “discovered” that the body was miraculously undecomposed. In Russian Orthodoxy, if a body fails to decay that means that the soul of its former inhabitant has ascended to Heaven and been made a saint. So the eight year old princeling who enjoyed torturing farmyard animals had been worthy of sainthood. He could not be on Earth, he had ascended to Heaven, and Vasily had proof. The prince’s coffin was taken from Uglich to Moscow in a grand procession. The coffin, however, was closed. It did smell nice, apparently. The sainted prince was taken to Archangel Cathedral in Moscow where his coffin was displayed for several days, until even incense could no longer cover up the smell. Then the body was quietly buried. The trick didn’t work. A new rumor emerged in Moscow. Not only did Dmitri survive the first assassination, he also survived the second one. The body dragged through the streets of Moscow and displayed in Red Square was another imposter, and the true Dmitri had escaped once more.

The unrest that began with the assassination of Dmitri had by this time escalated into full scale rebellion in western and southern Russia. But these rebels didn’t have a claimant to the throne, so even if they overthrew the government in Moscow they would still struggle to find a Tsar. Into this scene comes a traveling beggar claiming to be Andrei Nagoy, a cousin of Prince/Tsar Dmitri, who claimed to have secret information on his cousin’s whereabouts. His true identity is still unknown, though tradition holds that he was either a priest’s servant banished after sleeping with the priest’s wife, or a Jew who had converted to Christianity to escape persecution. Either way, he was captured by the rebels in July of 1607 in order to reveal Dmitri’s whereabouts. Under threat of torture, this man revealed himself to be the missing prince, escaped from Moscow as he had with Uglich, returned once again to take his rightful throne. Upon this shocking declaration, the rebels pledged their allegiance to their Tsar once more, and suddenly the beggar had an army of thousands at his back. But this Tsar would never make it to Moscow. Like the first false Dmitri, Dmitri number two’s army had a large contingent of foreign mercenaries, largely Polish. But this Dmitri didn’t get along quite as well with the Polish nobility, which meant he lacked the funding to pay those mercenaries. Dmitri II made progress in his campaign northeast, but met with heavy resistance along the way, and his army was hemorrhaging men due to desertion from lack of pay. He received the endorsement of the first False Dmitri’s Polish wife, who recognized the pretender as her lost husband.

In 1609, King Sigismund of Poland personally intervened in Russia, officially declaring war on the Moscow government and laying siege to the strategic city of Smolensk. His goal was to place his son, Vladislav, on the Russian throne, effectively making it his vassal. This was a complete disaster for Dmitri. His Polish soldiers preferred to fight on the side of their king rather than a Russian pretender, and those nobles that had supported Dmitri defected to the Polish side, declaring Vladislav the new Tsar instead of the pretender. Another faction defected from both sides. These were those patriotic boyars who opposed the Polish invasion on principle, and saw both Vladislav and Dmitri as foreign interlopers. Back in Moscow, the pro-Polish faction staged a coup against Tsar Vasily in July of 1610, forcing him to become a monk while they established a council of Seven Boyars, turning over control of the capital to the Polish army in September. False Dmitri II didn’t outlast his nemesis for long, though. Pushed back and weakened, Dmitri lashed out at his inner circle. On forged evidence he had one of his bodyguards, Peter Usanov, whipped and fired in December of 1610. The former bodyguard then went out and got drunk with his friends, wandering around the city. Then he stumbled upon his former boss on a sleighride, and being drunk and pissed off, pulled out his pistol and shot Dmitri to death. This is the end of False Dmitri II. Two down, one to go.

It’s a cliche at this point that Russia is not a good place to invade, and by 1612 the war had started to go the other way. The Patriotic boyars, led by Dmitri Pozharsky, consolidated their power in what part of Russia remained free and negotiated an alliance with Sweden, then a major military power on the rise in central Europe. Incidentally, the king of Sweden was the uncle of the King of Poland. The Polish soldiers in Moscow were now essentially under siege, much of the city was controlled by rebels and their forces outside the city walls were constantly being raided.

It’s about this time that Dmitri returns from the dead for the third, and final, time in the border city of Pskov. We don’t know a lot about this guy, just that he showed up in Pskov and said he was Dmitri. His support outside that city was limited to a handful of rebels sitting outside Moscow and harassing random Poles. The first False Dmitri was a big deal, the second was an occasion, but the third was just redundant. And besides, this Dmitri lacked the charisma of the first and the timing of the second and quickly wore out his welcome. He was overthrown by his subjects and turned over to Moscow, where he was executed in May of 1612. And so ends the time of the False Dmitris. Finally, on October 27th, 1612, Prozharsky retook Moscow from the Polish occupation force. The anniversary is still celebrated as National Unity Day. With the last pretender defeated and the capital liberated, the boyars assembled a grand council to decide, once and for all, who was going to be Tsar. They settled on the sixteen year old Michael Romanov, the son of the Patriarch of Moscow and the great-nephew of Anastasia Romanovna, Ivan the Terrible’s beloved first wife. Despite his young age, Michael managed to hold onto power until his death thirty-two years later, kicked the Poles out of Russia, and established a dynasty which would rule Russia until the Russian Revolution in 1917.

The period between the death of Feodor I and the ascension of Michael I is known in Russia as the “Time of Troubles”. In fifteen years over one third of the population of Russia had died, the empire had been torn apart by famine and civil war, and central authority had completely collapsed. The Empire that arose from this chaos was more authoritarian than the one that had fallen. The vast majority of the population were serfs, in effect slaves tied to the land. After fifteen years of chaos the nobility accepted Tsarist autocracy as a restoration of proper order. The Tsar became a quasi-religious figure, chosen by God to guide Russia and prevent a second Time of Troubles. The legacy of this autocratic turn still lingers in Russia to this day.

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References

The main source here is A Short History of Russia’s First Civil War: The Time of Troubles and the Founding of the Romanov Dynasty by Chester S.L. Dunning, if you want to know more go read it. It's a good book.

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The seventy-seventh anniversary of India and Pakistan’s Independence from Great Britain recently took place, ending a nearly 200 year reign dating back to the British victory at the Battle of Plassey in 1757. But one territory of India has known a very different type of independence for much longer than that.

Michael Thomas Leibrandt explains.

*Maurice Vidal Portman with Andamanese chiefs.*

Only six weeks away from Indigenous People’s Day, and tucked away in the Andaman archipelago, is a small island known as North Sentinel. It’s not only one of the most dangerous places on earth, it’s also one of the most important. Unlike the other islands in the Andaman Chain including South Sentinel Island, this island is quite different.

It is home to one of the last isolated tribes on earth, the Sentinelese. It’s been nearly 1200 years since Marco Polo explored the Andaman Islands and first described what we believe were the Sentinelese mistakenly as cannibals.

After the British claimed dominion over the India in 1757 — an East India Company shipped first noticed fires on its beaches in 1771. The first colonial, Holmfray (a British surveyor) landed on the Island in 1867. That same year, the MV Ninevah ran aground on North Sentinel’s reef. The 106 passengers and crew fended off attacks by the Sentinelese until a British ship rescued them.

Maurice Vidal Portman

When Maurice Vidal Portman became British Government Administrator to the Andaman’s — he may multiple trips to the Island starting in January 1880. In one such trip, taking an elderly Sentinelese couple and their grandchildren back to Port Blair. After the elderly grandparents died of disease shortly after arriving at Port Blair, the children were returned to the island with gifts.

In 1896, a convict who escaped from a nearby penal colony drifted his way onto the shores of North Sentinel. His body was found days later full of arrows. And then there was the MV Primrose ran aground on the reefs of North Sentinel Island in 1981. After several harrowing days where the Sentinelese attempted to use boats to board the ship — the shaken crew was rescued. In 2006 — a boat with two fisherman drifted onto the beaches of the island and were killed by the Sentinelese. Most recently in 2018, American Missionary John Allen Chau landed on the island was killed by the tribe. In 1975, they even fired arrows at King Leopold III of Belgium.

Thankfully, recent history shows us that not all encounters ended in hostility. North Sentinel isn’t just a forbidden, largely unexplored island. In the 1990s, multiple trips to the island from local anthropologists even saw the tribe accepting coconuts as gifts. Sanctioned trips to the island ceased in 1997.

Although the isolated land of wonderment continues to be a magnet for encounters between one of the world’s last uncontacted tribes and modern civilization, we cannot allow it to be for many reasons, and a few of those should serve as dire warnings.

Lack of immunity

Just like those two elderly Sentinelese that Maurice Vidal Portman abducted, the Sentinelese have no immunity to modern diseases which are prevalent in our society today. Whether the tribe’s population is 50 or 400, contact with us — which they clearly don’t want — could wipe them out completely. Contact from a single American missionary could be catastrophic to the entire tribe.

Since the dawn of man, we’ve made choices about our planet. Whether because of tribal belief, invaders who abduct their elders and children, or some history that we don’t know like the Japanese occupation of the Andaman Islands, the Sentinelese want nothing to do with us. Successful trips to the island and periods of contact have frequently ended with Sentinelese standing on their haunches and brandishing weapons. We should honor their wishes.

Gateway to the past

North Sentinel Island isn’t just a forbidden, unexplored Island. It’s a gateway into our past. Around 60,000 years ago, it’s believed that the Sentinelese walked from the nearby continents and became trapped on the Island as sea levels rose. They are a window into our past, a rare look back at where we’ve come from. One that should not be disturbed.

With a world population of approximately 8,091,734,930 and a population of less than 500 on North Sentinel — the responsibility is ours to protect them. Not the other way around. The tribe preserves the lifestyle that they choose each and every day by being independently sustainable on that remote island. Even though they are technically part of India — they don’t know it.

It could be argued that we need to study their way of life and make every attempt to see North Sentinel Island. But with the dangers that it posses to the people of North Sentinel from both disease and from the unfortunate violence when outsiders are encounters, makes the status quo that has withstood for thousands of years most appropriate.

In 2004, after a tsunami had crashed into the Andaman Islands, the Indian Navy dispatched a helicopter to fly over North Sentinel to offer assistance. A lone tribesman emerged pointing a bow and arrow at the helicopter and so communicated the Sentinelese view of us — please leave well enough alone.

Michael Thomas Leibrandt is a historical writer who lives and works in Abington Township, PA.

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Hugh Judson Kilpatrick was a Union cavalry commander who was notorious for sending his men into difficult situations but continued to be promoted despite his lack of military sense or personal integrity. It turned out that this was precisely the sort of leader the Union army needed in its cavalry arm. He was a determined and fierce fighter, which were good and necessary qualities in a cavalry leader. Still, he also had a propensity for shady dealings. Moreover, he often ordered suicidal cavalry charges against infantry. The rifled musket had rendered the cavalry charge outdated and dangerous. By the Civil War, the value of cavalry was essentially limited to screening, raiding, and reconnaissance, a lesson that Kilpatrick never seemed to grasp.

Lloyd W Klein explains.

*General Hugh Judson Kilpatrick.*

Early Years

Kilpatrick graduated from the United States Military Academy in 1861, shortly after the war began, and was commissioned a second lieutenant in the 1st U.S. Artillery. In just three days he was a captain in the 5th New York Infantry On June 10, 1861, Kilpatrick gained notoriety by becoming the initial US Army officer injured in the Civil War when he was hit in the thigh by canister fire while commanding a company in the Battle of Big Bethel.

He was promoted to Lt Col of the 2ns New York Cavalry Regiment. For months he was relegated to staff jobs and minor skirmishes. That changed at Second Manassas when he was sent on a raid that culminated in a cavalry charge with consequences that became all too familiar to Kilpatrick’s leadership. He raided the Virginia Central Railroad early in the campaign and ordered a twilight cavalry charge the first evening of the battle, losing a full squadron of troopers.

His men despised him due to his arrogant attitude and disregard for their safety. He earned the unflattering nickname "Kill Cavalry" due to his reckless and impulsive style in the beginning. His camps lacked sanitary facilities and were not very comfortable, often visited by prostitutes who came to see him. He was first arrested for profiting from selling confiscated Confederate goods. The second occasion involved accepting bribes in exchange for obtaining low-quality horses for his soldiers. He was imprisoned in 1862 for corrupt activities, and later for a night of drinking. His soldiers noticed that despite his many failures and misconducts, and the fact that his official dealings were often ethically challenged, he continued to be promoted primarily due to his skill in political maneuvering, but also because he was a West Point graduate who was fearless under fire.

Promotion to Brigade Command

In February 1863, Major General Joseph Hooker established a Cavalry Corps led by Maj Gen George Stoneman, with Kilpatrick in charge of its 1st brigade, 2nd division.

In April of 1863, General Hooker began moving his troops to compel General Lee and the Army of Northern Virginia to vacate their positions at Fredericksburg. He dispatched a 10,000-strong cavalry led by Major General George Stoneman to maneuver between Lee and the Confederate capital, Richmond. At the same time, he was aiming to maneuver past Lee's defenses, a plan that led to the Battle of Chancellorsville. Stoneman's expedition shares some intriguing similarities with Stuart's raid in the month prior to Gettysburg.

Hooker's intention in sending the Union cavalry to raid instead of serving as a screen for Lee was to disrupt Lee's supply lines, sabotage railroads, and divert attention away from Hooker's main operation across the Rappahannock. Hooker anticipated that Stoneman would cut off Lee's supply route by destroying the crucial Orange and Alexandria Railroad in Gordonsville. Hooker hoped that this action would force Lee to pull out of Fredericksburg, isolating him from supply and transport.

The main cavalry brigadier of this raid was Brig Gen John Buford, a popular and effective officer. He sought out a field command and joined the Reserve Brigade in battle, where most of the Regular Army cavalry units in the east were stationed. Buford's Brigade, consisting of the First, Second, Fifth, and Sixth U.S. Cavalry, departed from their base at Falmouth, Virginia, to start their bold and ambitious raid. The very next day, they found themselves in battle with the enemy at Kelly's Ford.

However, the weather shifted and heavy rain fell for 16 days, causing the river to swell to the point where the ford was impassable. Some of his horses had broken down by the time he was able to cross. Stoneman found himself trapped in the enemy territory and was unable to cause as much chaos as expected, resulting in Hooker being unaware of Lee's movements due to Stoneman's absence.

Despite these setbacks, Kilpatrick stood out as the star of the raid. While the cavalry overall did not succeed in diverting Lee as planned, Kilpatrick gained renown for boldly seizing wagons, destroying bridges, and circling Lee, nearly reaching the outskirts of Richmond.

Promotion to Brigadier General

Kilpatrick also was conspicuous at Brandy Station, where he led one of Gregg’s brigades in a charge up Fleetwood Hill. He was promoted to Brig Gen on June 13, 1863 just 2 years after graduating from West Point.

In the middle of June 1863, General Lee was maneuvering his troops towards the west before heading north through the Shenandoah Valley, utilizing the Blue Ridge Mountains as cover. Hooker was receiving a barrage of messages from Lincoln and Stanton, instructing him to locate Lee and launch an attack. To achieve this, he needed to find a way to penetrate the strategic cavalry defense established by Jeb Stuart and Wade Hampton. Despite having fewer soldiers, the Confederate cavalry understood the importance of securing the mountain passes due to the significant consequences.

After Chancellorsville and before Gettysburg, there were major changes made in the cavalry command structure. Stoneman was sent west, and General Alfred Pleasanton took command of the Cavalry Corps. Brig Gen John Buford and his brigade were transferred to the 1st Cavalry, and he took command of the Division. Brig Gen Wesley Merritt took command of the Reserve brigade. Grimes Davis had been killed at Brandy Station, and Col. Gamble was assigned command of Buford's 1st brigade. Kilpatrick is promoted to Division command, with George Armstrong Custer promoted to brigade command.

The Union's nearest approach was during the Battle of Aldie on June 17, 1863, just 2 weeks before Gettysburg. Aldie was a town where a road passed through that connected Ashby's Gap and Snicker's Gap. Following four hours of fierce combat, the Confederate troops retreated but maintained control of the mountain passes. Kilpatrick was in charge of the advance, following the lead of division commander Brig Gen David McM. Gregg. The Confederate officer Thomas Mumford led a brigade that successfully halted the Union forces. The initial skirmish at Aldie marked the beginning of a sequence of minor battles on Ashby's Gap Turnpike, during which Stuart's troops effectively stalled Pleasanton’s advance through Loudoun Valley, preventing him from discovering Lee's army. Hooker got dismissed, but Pleasonton was the one who didn't succeed.

Gettysburg

In the Gettysburg Campaign, Judson Kilpatrick participated in several cavalry clashes against Confederate Major General J. E. B. Stuart's cavalry, such as the Battle of Aldie (June 17, 1863), the Battle of Middleburg (June 11–June 19, 1863), and the Battle of Upperville (June 21, 1863). Judson Kilpatrick was promoted to the rank of major in the regular army for his "Gallant and Meritorious Services" at the Battle of Aldie.

During his time at Upperville, he was briefly taken prisoner but managed to escape. On June 29, 1863, Major General George G. Meade appointed Judson Kilpatrick as the leader of the 3rd Division of the Cavalry Corps of the Army of the Potomac. He battled Stuart in Hanover on June 30. On July 2nd, he was still in the midst of a struggle with Wade Hampton at Hunterstown. On July 3rd, he eventually arrived at the Gettysburg battlefield. George Armstrong Custer's brigade was told to go to East Cavalry Field to join Gregg's division, while Kilpatrick and his single brigade were sent to the west side of the field.

It was clear that the end of the battle was near after Pickett’s Charge failed. Undoubtedly, Kilpatrick believed that he had been absent from the major fight. However, he then commanded a cavalry attack on the infantry positions of Lt. Gen. James Longstreet's Corps on the Confederate right flank, located just to the west of Little Round Top. Trying to outmaneuver the retreating Confederates at Big Round Top and disrupt their withdrawal, Kilpatrick asked one of his commanders to attack the enemy skirmish line between Big Round Top and the Emmetsburg Road. Following the unsuccessful attempt by the 1st West Virginia Regiment to break the line, Kilpatrick insisted that another regiment, the 1st Vermont which had already suffered casualties, be brought into the fight.

But a cavalry charge against massed infantry was well known at that time to be futile.

This was truly a pointless, self-destructive assault that went against all the principles of war during that era. Kilpatrick's lone brigade commander, Brig. Gen. Elon J. Farnsworth protested against the futility of such a move. Kilpatrick essentially challenged his courage and supposedly provoked him to attack. Farnsworth replied, “General, do you mean it? Shall I throw my handful of men over rough ground, through timber, against a brigade of infantry. The 1st Vermont has already been fought half to pieces. These are too good men to kill.”

“Do you refuse my order?” snapped an angry Kilpatrick.” If you are afraid to lead this charge, I will lead it.” Demanding a retraction, the equally furious Farnsworth turned in the saddle. “General, if you order the charge, I will lead it,” he said, “but you must take the responsibility.”

The following assault unfolded exactly as Farnsworth had predicted - a complete disaster. Confederate riflemen took cover behind rocks, trees, and fences and dismounted numerous Union riders, including Farnsworth, who was struck by at least five fatal wounds. The rebellious Farnsworth, when asked to give up, decided to end his own life, as reported by Confederate Colonel William C. Oates. However, this version has been challenged by other witnesses and dismissed by the majority of historians.

Kilpatrick received much criticism for ordering the charge, but no official action was taken against him. There were no consequences for his outrageous order, and actually, he was promoted to the rank of lieutenant colonel in the regular army effective July 3, 1863, for “Gallant and Meritorious Services at the Battle of Gettysburg.”

Farnsworth was a rising star, one of the 3 “boy generals” who had just been promoted to his generalship despite his young age with 2 others -- Custer and Wesley Merrtit – both of whom would go on to illustrious military careers. Famously, Merritt had engaged in a fistfight with Kilpatrick while they were undergraduates at West Point, and despised his vainglorious superior.

Kilpatrick, having lived up to his nickname all too well, showed no remorse. He pointed out that the Union infantry had not capitalized on the distraction created by the mounted diversion he had offered them. As for Farnsworth, he gushed sentimentally: “We can say of him, in the language of another, ‘Good soldier, faithful friend, great heart, hail and farewell.”

The Retreat From Gettysburg

Following the Battle of Gettysburg, Judson Kilpatrick’s cavalry harassed Confederate General Robert E. Lee’s retreating Army of Northern Virginia at the Battle of Williamsport (July 6–16, 1863) and the Battle of Boonsboro (July 8, 1863).

Upon reaching Williamsport, Confederate cavalry Brig. Gen. John D. Imboden, leading the operation, discovered that the pontoon bridge had been destroyed, and the wagon train carrying wounded soldiers was attacked by Federal cavalry. The Potomac River overflowed at Williamsport, Maryland on July 6, 1863, causing Imboden's wagon train to get stuck. He assembled a defensive unit comprising of an artillery battery and as many injured soldiers as possible who were able to handle muskets. In the afternoon of July 6, 1863, Buford led Union cavalry to the east of Williamsport, surrounding the town. Kilpatrick chose an alternative path that led him along the main thoroughfare. At sunset, Custer and his Michigan "Wolverines" came to battle but were promptly withdrawn.

There were insufficient healthy soldiers around to man the defenses. Imboden asked his wagoners (wagon drivers) to join the fight with walking wounded, and over 600 readily volunteered. This hastily organized force turned back attacks from Union cavalry generals Buford and Kilpatrick, saving the wagon train. Imboden, with the river at his back, put on a stubborn defense until General Fitz Lee's cavalry arrived and the Federals were driven off

Imboden fooled the enemy by advancing a line of infantry about 100 yards beyond the crest of the ridge and then slowly pulling the men back out of sight.

On July 6, Brig. Gen. Judson Kilpatrick's cavalry division drove two Confederate cavalry brigades through Hagerstown before being forced to retire by the arrival of the rest of Stuart's command.

By July 7, Imboden stopped Buford's Union cavalry from occupying Williamsport and destroying Confederate trains.

On the morning of July 14, Kilpatrick's and Buford's cavalry divisions approached from the north and east respectively. Before allowing Buford to gain a position on the flank and rear, Kilpatrick attacked the rearguard division of Maj. Gen. Henry Heth, taking more than 500 prisoners. Confederate Brig. Gen. J. Johnston Pettigrew was mortally wounded in the fight.

On July 16, Brig. Gen. David McM. Gregg's cavalry approached Shepherdstown where the brigades of Brig. Gens. Fitzhugh Lee and John R. Chambliss, supported by Col. Milton J. Ferguson's brigade, held the Potomac River fords against the Union infantry. Fitzhugh Lee and Chambliss attacked Gregg, who held out against several attacks and sorties, fighting sporadically until nightfall, when he withdrew. Meade chose not to attack Lee, who was entrenched, believing the position could not be successfully breached.

The Richmond Raid

In the spring of 1864, Judson Kilpatrick led a failed cavalry raid against Richmond, Virginia. This event is likely the most intriguing military initiative Kilpatrick participated in, and to this day, its true purpose remains a mystery.

Early in February 1864, Kilpatrick consulted with President Lincoln and Secretary of War Stanton. He received permission for a raid that, in conjunction with an infantry feint and another cavalry raid near Charlottesville, would approach Richmond from the north, destroying rails, canals, and Confederate infrastructure along the way. There may also have been a plan to free prisoners of war from Belle Isle.

At a social gathering on February 23, Kilpatrick encountered Ulric Dahlgren and asked him to participate in the mission. Dahlgren was the son of noted Union rear admiral John A. Dahlgren. Ulric was prepared to return to the battlefield despite losing his right leg at Gettysburg the summer before. The idea was for him to command a smaller group, circle around Richmond, and attack the capital from the southern direction.

The Kilpatrick-Dahlgren Raid (February 28–March 3, 1864) lived up to the “Kill-Cavalry” legend. Kilpatrick and Dahlgren set out from Stevensburg, Virginia, on the evening of February 28. The following afternoon, Kilpatrick and his detachment of 3,500 men reached Beaver Dam Station and began ripping up rails and destroying Confederate property. They failed, however, to prevent an approaching train from reaching Richmond and spreading the alarm. Confederate home guard units mobilized around the capital, and late that evening Confederate cavalrymen under Major General Wade Hampton set off in pursuit of the raiders.

By March 2, after slow progress through sleet, snow, and rain, Kilpatrick reached the inner defensive lines of Richmond. But there was no sign of Dahlgren inside the city, so Kilpatrick waited. On the night of March 2, Kilpatrick considered another attack on Richmond, but the arrival of Hampton’s troopers foiled these plans. Kilpatrick finally reached the safety of Union lines at Yorktown on March 4.

The raid turned into a fiasco when Kilpatrick’s men were stopped northwest of the city. The supporting group was routed when it could not cross the James River. Dahlgren and his detachment of about five hundred men had made it to the James River at Dover Mills but were unable to cross because of recent rains. After turning to approach Richmond from the east, Dahlgren encountered stiff resistance at the Battle of Walkerton. He retreated toward Union lines on the Peninsula, but Confederate cavalrymen and bushwhackers ambushed and killed him.

The raid accomplished nothing except minor damage to railroads and buildings. The death of Dahlgren, however, led to one of the most controversial episodes of the war when documents were found on his body and were subsequently published by the Richmond press. The papers detailed plans to assassinate Jefferson Davis and his cabinet. Public opinion in both the North and the South was aggravated, and only a disavowal by General Meade to General Lee settled the incident.

It is still unclear under whose authority the Dahlgren Papers were generated or if they were authentic. A thirteen-year-old member of Richmond’s home guard, William Littlepage, searching for valuables, instead discovered on the Union colonel’s body handwritten orders to free Union prisoners from Belle Isle, supply them with flammable material, torch the city of Richmond and capture and kill Jefferson Davis and his cabinet. The papers were eventually forwarded to Fitzhugh Lee, who brought them to Mr. Davis and Mr. Benjamin.

Outraged Confederate authorities published them in the press. Dahlgren’s father, among many others in the North, insisted they were fabrications, while the Richmond Examiner waxed indignant: “The depredations of the last Yankee raiders, and the wantonness of their devastation equal anything heretofore committed during the war.”

It has been suggested that Booth’s assassination plot was motivated by this event. It has never been determined if the papers were forged or if they written by Dahlgren, Kilpatrick, Secretary of War Edwin M. Stanton or President Lincoln.Some have suggested that the papers were forged and intended to justify the numerous plots by the Confederate Secret Service to kidnap Lincoln or to blow up the White House. Nevertheless, a handwriting study performed on the papers by the Smithsonian Channel seemed to confirm that the documents are authentic and that Edwin Stanton was the originator of the assassination order.

The Western Theater – Atlanta Campaign

During his tenure as a cavalry commander in the East, Judson Kilpatrick developed an unsavory reputation as a braggart, womanizer, and reckless leader who tolerated lax discipline amongst his troops. He had been arrested for bribery at least twice. You’d expect that his military career would soon be over. Following Judson Kilpatrick’s failed raid against Richmond, Virginia in 1864, Union General-in-Chief Ulysses S. Grant demoted Kilpatrick from divisional to brigade command.

But on April 26, 1864, Kilpatrick was sent west and placed in command of the 3rd Division of the Cavalry Corps of the Army of the Cumberland. He participated as a division commander throughout the Atlanta campaign against Joseph E Johnston.

General Sherman was “mistrustful of cavalry.” Yet as one of the finest military thinkers of the Civil War, he knew only too well how critically important that arm of the service was to any large-scale campaign. He was a “nervous and somewhat careless rider,” which may have colored his opinion of his cavalry. David Evans has written that Sherman “had no affinity for horse soldiers, no grasp of their capabilities, and no patience with their limitations.”

All this became painfully obvious during Sherman’s Atlanta campaign (May-September 1864). While his infantry columns eventually triumphed and captured Atlanta after a series of hard-fought battles, his cavalry fumbled most of its strategic assignments. Some of the blame lay with Sherman, who persisted in sending his riders against the Rebel railroads that converged on the Gate City, operations for which they were ill-prepared. Wrecking iron track is not easy for lightly equipped riders, and most of the damage they inflicted was quickly repaired. Sherman’s inability to choke off Atlanta using only his cavalry was one of the great frustrations he experienced during that campaign.

On May 13, 1864, Judson Kilpatrick suffered a severe bullet wound to the thigh fighting in the Battle of Resaca. He was brevetted to colonel in the regular army for “Gallant and Meritorious Services”. Kilpatrick assisted in the capture of Atlanta in 1864.

Kilpatrick had the good fortune to receive this minor wound early in the Atlanta campaign. He was absent during many of the underachieving cavalry expeditions that so annoyed Sherman, though soon after his return in late July he undertook his own railroad wrecking operation, which delivered much less than expected.

On August 13, 1864, General Sherman issued directives for the XX Corps to retreat to the railroad bridge at the Chattahoochee River. Their primary responsibilities included fortifying the crossing, safeguarding the trains, hospitals, and artillery reserves, while the remainder of the Army was to advance collectively towards the Macon railroad situated south of East Point. In the subsequent days, Sherman's admiration for Cavalry Division Commander Judson Kilpatrick grew due to Kilpatrick's enthusiasm, initiative, and confidence, which stood in stark contrast to his other cavalry leaders. Consequently, Sherman tasked Kilpatrick with a mission to disrupt the Macon railroad near Jonesboro. After a four-day reconnaissance around Atlanta, Kilpatrick returned to report that repairs to the Macon road would require approximately ten days.

In his Memoirs, Sherman recounts a telegraphic communication sent to Halleck, stating, "Heavy fires in Atlanta, caused by our artillery. I will be all ready, and will commence the movement around Atlanta by the south, tomorrow night, and for some time you will hear little of us. I will keep open a courier line back to the Chattahoochee bridge by way of Sandtown. The XX Corps will hold the railroad-bridge, and I will move with the balance of the Army, provisioned for 20 days." This marked the initiation of Sherman's Great Left Wheel maneuver towards the railroads south of Atlanta, setting the stage for the Battle of Jonesboro and the subsequent evacuation of the city.

March to the Sea

Sherman's March, spanning approximately 300 miles across Georgia, was completed within a mere 36 days, with 25 of those days dedicated to actual marching. Despite common misconceptions, this remarkable feat was not achieved without opposition. Sherman encountered several skilled cavalry units along the way, resulting in skirmishes that required strategic camouflage of his movements and intentions.

To execute his plan, Sherman divided his army into two distinct "wings," each following separate but parallel routes that were spaced 20-60 miles apart. The southern column, known as the Army of the Tennessee, marched alongside the Georgia railroad and the Macon and Western railroad. Meanwhile, the northern column, led by the Army of Georgia, followed the Georgia railroad in a coordinated effort to advance through the region.

General Henry Slocum was in command of the left wing, composed of the newly created Army of Georgia, (XIV Corps and the XX Corps) The Army of the Cumberland. Gen. Oliver O. Howard commanded the right wing, consisting of the XV and XVII Corps of the Army of the Tennessee. Brig. Gen. Judson Kilpatrick commanded the cavalry. Under the leadership of General Henry Slocum and General Oliver O. Howard, the left and right wings of Sherman's army, respectively, made significant progress. Despite initial setbacks in the east, these generals proved their capabilities in the western theater, showcasing their strategic prowess. Additionally, Sherman's decision to detach armies under Maj. Gen. George H. Thomas to address Hood's threat in the Franklin-Nashville campaign further demonstrated his adept command of military operations. Sherman also detached two armies under Maj. Gen. George H. Thomas to deal with Hood in the Franklin–Nashville campaign.

Sherman faced a difficult decision when it came to selecting a cavalry leader for the March to the Sea campaign. He opted for a complete reorganization of the mounted corps under his command and brought in Major General James H. Wilson, an outsider, to take on the role. However, Wilson was needed in Tennessee to accomplish another task, leaving Sherman with the challenge of choosing a commander for the mounted force that would accompany his foot soldiers. After considering officers who had previously failed him, Sherman ultimately selected Brigadier General H. Judson Kilpatrick, a choice that many would have considered unlikely.

Asked to describe Kilpatrick, Sherman said "He's seven kinds of damned fool, but he's a good cavalry commander". Sherman decided that for his march to Savannah, he would only take one cavalry division and he picked Kilpatrick to command it because he figured "a damned fool" would be perfect for the job. Another source reports this quote as Sherman saying, “I know that Kilpatrick is a hell of a damned fool, but I want just that sort of man to command my cavalry on this expedition.”

Kilpatrick's reputation as a cavalryman was far from favorable, with one of Sherman's staff officers describing him as vain, conceited, and ungraceful. Despite these negative perceptions, Kilpatrick performed well during the March to the Sea, a feat that may have been attributed to Sherman's close supervision. This decision to appoint Kilpatrick, despite his shortcomings, proved to be a strategic choice that contributed to the success of the campaign, probably because he was closely monitored by Sherman personally.

During the March to the Sea campaign, Kilpatrick led approximately five thousand troopers, who were divided into two brigades. In the initial phase, he was assigned to the Right Wing under Major General Oliver O. Howard, who was also a veteran of the Army of the Potomac, just like Kilpatrick. His primary responsibility was to protect Howard’s exposed right flank as his columns advanced from Atlanta towards Macon, which was to be bypassed. A trooper in the 9th Ohio Cavalry was well aware that the cavalry's role was to always be positioned between the infantry and the enemy. After Stoneman, who was now also part of Sherman’s army, was captured, Kilpatrick led a raid against Macon.

Reports of violence against southern citizens during the March have been exaggerated in modern times. However, Sherman was on the verge of ordering an increase in violence after receiving a specific report from General Kilpatrick. There were several reports of Union soldiers being killed and mutilated by Wheeler’s men. General Kilpatrick had included several of these reports in his official correspondence with Sherman, who monitored the situation but did not respond to the cavalry chieftain until Thursday, December 1, 1864. Kilpatrick had been informing Sherman of numerous instances of murder and mutilation of his men after they had been taken prisoner.

Sherman wanted to ensure that Kilpatrick had communicated his concerns to Confederate cavalry commander General Joseph Wheeler before issuing any retaliatory order. Once Kilpatrick had alerted Wheeler, if he obtained substantial proof that Rebel soldiers were committing any excesses, he would receive official approval to retaliate. In such a situation, Sherman’s command was: “You may hang and mutilate man for man without regard to rank.” The killings stopped for unknown reasons. It is worth noting that almost 40 years later, Filipino soldiers opposing Wheeler in that conflict were mutilated, and Wheeler claimed that the Filipino army was responsible.

The Shirt-Tail Skedaddle

During the spring of 1865, Judson Kilpatrick was by the side of Major General William T. Sherman as they engaged in skirmishes with Confederate cavalry throughout the Carolinas Campaign. One particular event that stood out was the Shirt-Tail Skedaddle, which became a legendary and humorous moment amid the campaign.

The allure of flirtation and suggestion is not a modern phenomenon reserved only for the present day. Marie Boozer, a prominent figure during the Civil War era, was known for her captivating charm and beauty. She was considered the "it" girl of her time, captivating the attention of many suitors with her coquettish ways.

Mary "Marie" Boozer's reputation as the most beautiful lady in Columbia, SC, preceded her and continued to flourish despite the turmoil of war. Her beauty was so renowned that even prominent figures like General John S. Preston and General Sherman were captivated by her charm. The scandalous tales surrounding Boozer and her ambitious mother, as depicted in Tom Elmore's book “The Scandalous Lives of Carolina Belles Marie Boozer and Amelia Feaster: Flirting With the Enemy” tells the story of Boozer and her ambitious, Yankee-supporting mother, who was herself considered a beauty, married four times. Essentially, the mother was promoting her daughter in a social-climbing scheme.

Following Wade Hampton's departure from Columbia SC on February 17, 1865, the town succumbed to Sherman's forces and was engulfed in a devastating fire, vividly depicted in Royster's The Destructive War. Within three days, 1400 establishments and residences were reduced to ashes. Realizing that a war-torn, burnt-out town was not conducive to their aspirations, Marie's mother made the decision to accompany the Union army, with her daughter in tow. The soldiers, naturally, were more than willing to have two attractive women join their ranks. Despite the attention from the soldiers, Marie and her mother had already chosen a particular officer to look after them: Judson Kilpatrick. Kilpatrick and Marie were frequently seen together.

Judson Kilpatrick narrowly avoided capture by Wade Hampton during the Battle of Monroe’s Crossroads on March 10, 1865. General Hampton, along with Maj. Gen. Joseph Wheeler’s Cavalry Corps, surprised Kilpatrick’s camp in an attempt to delay Kilpatrick’s cavalry and allow Lt. Gen. William J. Hardee’s infantry to cross the Cape Fear River at Fayetteville, North Carolina. Due to Kilpatrick’s overconfidence and failure to post enough cavalry pickets, Hampton and Wheeler’s attack caught the Federals off guard. Kilpatrick had to flee into a swamp wearing only a nightshirt to escape capture. Marie was left behind, reputedly in a scanty nightdress, to be cared for by the Confederate cavalry, who were (naturally) only too pleased to liberate her from the Yankees.

Despite the embarrassing incident, Kilpatrick managed to regroup his troops and recapture his camp after intense dismounted fighting. Hampton, upon learning that infantry reinforcements were on their way, decided to withdraw, having achieved his objective of keeping Kilpatrick’s cavalry occupied for a significant amount of time. The Battle of Monroe’s Crossroads left a mark on the federal commander’s reputation, but Kilpatrick’s escape in his nightshirt became a subject of ridicule known as Kilpatrick's Shirt-tail Skedaddle.

Marie overcame this minor setback to become a celebrity. She eventually made her way north, married a wealthy Northerner, and later married a French count after a dramatic divorce. Further sordid tales continue from there. Her life story became legendary, with tales of her reign as a queen of international society in Europe. Despite the initial misfortune at Monroe’s Crossroads, Marie’s resilience and subsequent adventures added to her intriguing narrative.

End of the War

On March 13, 1865, Judson Kilpatrick took part in the capture of Fayetteville, North Carolina, for which he was brevetted to brigadier general in the regular army.

  • Effective the same date (March 13, 1865) Judson Kilpatrick was brevetted to major general in the regular army “for Gallant and Meritorious Services” during the Carolinas Campaign.
  • Judson Kilpatrick led his cavalry during the Battle of Bentonville (March 19–21, 1865), the largest Civil War engagement fought in North Carolina, and the final battle of the Carolinas Campaign.
  • In early April 1865, Judson Kilpatrick’s cavalry served as Major General William T. Sherman’s escort when Confederate General Joseph Johnston surrendered his troops at Bennett’s Place.
  • On June 18, 1865, Judson Kilpatrick was promoted to the rank of major general of volunteers.
  • He later became the US Ambassador to Chile, marrying a lady from a wealthy family.

One last story about Judson Kilpatrick that you just could never make up. Lieutenant General Wade Hampton, the highest-ranking cavalry officer in the history of the Confederacy, and Major General William T. Sherman's chief of cavalry, Kilpatrick, had a long history of clashes on various battlefields during the Civil War. From Brandy Station to the Atlanta campaign, these two adversaries had faced off multiple times before the Carolinas Campaign.

Following Lee's surrender at Appomattox on April 9, 1865, General Johnston led his troops to Greensboro and then sought to make peace with Sherman. Convinced that further bloodshed was unjustified, Johnston arranged to meet Sherman at James Bennett's house near Durham Station on April 17. The two officers, along with their entourages, gathered at the appointed time for negotiations.

As Sherman and Johnston conducted their discussions inside the Bennett house, General Hampton and his son relaxed outside. Hampton, dressed in his finest uniform and sporting a black felt hat with gold braid, exuded an air of confidence. Despite carrying a switch instead of his usual broadsword, Hampton's presence still conveyed a sense of authority and readiness to defend his beliefs.

Determined to end the fraternizing among his men, Hampton snarled, “Fall in!” When Kilpatrick approached to protest, remembered one witness, “Wade Hampton looked savage enough to eat ‘Little Kil’”, which prompted his antagonist to return “his looks most defiantly.”

“The war is over,” proclaimed Kilpatrick to his old adversary. “Let the men fraternize.”

“I do not intend to surrender,” snapped Hampton. He added that he would never fraternize with the Yankees, “but would retaliate with torch and sword” to avenge the style of war the North had waged. With a stern tone, Hampton again snarled at his troopers, “Fall in!”

The dialogue swiftly transitioned into a series of insults, blending humor with genuine animosity. Hampton initiated the exchange by mentioning Monroe’s Crossroads, prompting Kilpatrick to retaliate with accounts of battles where he had emerged victorious. The conversation escalated into a heated argument, drawing the attention of a crowd of officers and journalists. Johnston and Sherman eventually intervened to diffuse the confrontation.

Following the conclusion of the conflict, Hampton went on to serve as governor and later as a US Senator representing South Carolina. Kilpatrick became involved in politics and served as US Ambassador to Chile, where he met his wife. They went on to raise a family of several children.

In 1881, President James A. Garfield nominated Judson Kilpatrick to resume his role as ambassador to Chile, a decision that required Senate approval. Wade Hampton, despite their past rivalry, presented Kilpatrick's name to the Senate, leading to his unanimous confirmation for the position.

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References

https://encyclopediavirginia.org/entries/kilpatrick-dahlgren-raid/

https://warfarehistorynetwork.com/article/the-dahlgren-affair-kilpatrick-dahlgren-raid-on-richmond/

https://www.battlefields.org/visit/heritage-sites/dahlgrens-cavalry-raid

https://civilwarmonths.com/2024/03/02/the-kilpatrick-dahlgren-raid-takes-a-sinister-turn/

https://www.historynet.com/kill-cavalrys-ride-sea/

https://www.wistv.com/story/22292427/columbias-it-girl-in-the-1860s-as-notorious-as-todays-celebrities/

https://discover.hubpages.com/education/A-Southern-Belles-Notorious-Tale

https://emergingcivilwar.com/2017/02/16/wade-hampton-and-judson-kilpatrick/#:~:text=Beginning%20in%20the%20spring%20of%201863%2C%20Wade%20Hampton,Sherman’s%20chief%20of%20cavalry%20for%20his%20Carolinas%20Campaign.

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If you thought automation and robotics are a modern development, then you could not be further from the truth. Hero (Ηρων) of Alexandria (sometimes referred to as Heron) is often hailed as one of antiquity's greatest engineers and inventors who was a monumental figure in the history of science and technology of the ancient world. His contributions to mechanical engineering, mathematics, robotics and automation continue to resonate, influencing the development of various technologies that are still relevant today.

Living in the 1st century CE, Hero is best remembered for his ingenious devices, many of which were powered by water, air pressure, and steam—pioneering innovations that made him the father of automation.

Terry Bailey explains.

*An illustration of Hero’s aeolipile.*

Life of Hero of Alexandria

Hero's precise dates of birth and death are not well-documented, but he is thought to have lived in the Roman province of Egypt during the 1st century CE, possibly under the rule of emperor Vespasian. Alexandria, the city where he resided and worked, was a vibrant intellectual hub, home to the famous Library of Alexandria and many scholars. Hero likely studied and worked at the Museion, (Museum), (μουσείο), of Alexandria, an institution that supported scientific research and housed many of the era's most important intellectuals.

Little is known about Hero's personal life, as much of the biographical data about him has been lost over the centuries. What is clear, however, is his status as a polymath. Making significant contributions to the fields of mathematics, physics, and engineering, and his works were highly regarded by scholars in both his time and during the Renaissance. His influence extended beyond the Greco-Roman world, impacting Islamic scholars who preserved many of his writings and eventually the European world.

Hero's Inventions

Hero's inventive genius is best demonstrated through his numerous mechanical devices. He designed automated machines powered by water, air, and steam that performed tasks automatically without human intervention. These inventions ranged from toys and gadgets to practical devices, many were seen as marvels of engineering during his time.

Some of his most significant inventions include:

1. Aeolipile (Hero's Engine)

Hero's most famous invention is the aeolipile, which is often considered the earliest recorded example of a simply steam-driven device. The aeolipile consisted of a spherical vessel mounted on a set of bearings. Attached to the sphere were two bent nozzles. When the vessel was heated, water inside it turned to steam, which was forced out of the nozzles, causing the sphere to spin. While the device was not used for practical purposes, it demonstrated the potential of steam power and laid the groundwork for his later developments in engine technology.

2. The Automatic Temple Doors

The ingeniously designed system developed by Hero to open and close temple doors using the same principles of steam power that Hero discovered on his Aeolipile was a marvel. In this device, the fire would be lit on an altar, heating water. The steam produced would flow into a container, causing it to displace air or liquid into a system of counterweights, which in turn moved the temple doors. This dramatic use of automation not only impressed worshippers but also showcased the mechanical principles Hero was developing and his ability to utilize steam.

3. Vending Machine

Long before modern convenience stores and vending machines, Hero designed what is often considered the world's first vending machine. His machine dispensed water when a coin was inserted. The coin would land on a lever that opened a valve, allowing a set amount of water to pour out. Once the coin slid off the lever, the valve would close. This was a prime example of Hero's knack for designing automated systems that performed repetitive tasks efficiently.

4. The Programmable Cart

The development of a programmable cart, which could be pre-set to follow a specific course was groundbreaking. The cart was powered by a falling weight, and strings attached to the wheels that controlled its direction. By adjusting the length of the strings, Hero was able to "program" the cart to move in a particular pattern. This early form of automation and programming revealed a very forward-thinking approach to engineering.

5. Hydraulis (Water Organ)

One of Hero's mechanical masterpieces was the hydraulis, an early form of a pipe organ that used water pressure to produce sound. The device utilized air pushed through pipes by water that produced music that was both automated and regulated. It is widely considered one of the earliest known musical instruments that combined mechanics with artistry, in addition to, basic mechanical programming. Needless to say, it is from this we derive the modern word hydraulics, (from Ancient Greek ὕδωρ (húdōr) 'water' and αὐλός (aulós) 'pipe)

6. Automata and Theatrical Devices

It was his fascination with automata, or self-operating machines, that offered him an opportunity to produce fully automated theatre shows complete with theatrical settings. He designed mechanical birds that could sing and even designed a miniature theatre complete with figures that moved automatically. These inventions were primarily used for entertainment, but they also highlighted Hero's understanding of pneumatics and robotics. His automata amazed audiences and further demonstrated his mastery of mechanical engineering.

Greatest Achievements and Legacy

Hero's inventions were undoubtedly revolutionary, but perhaps his greatest achievement lies in his ability to document and share his knowledge. The writings of his work have survived the ages, offering a wealth of information about the scientific and technological advancements of his time. Some of his most important works include Pneumatica, Automatopoietica, Mechanica, and Metrica. These texts not only describe his inventions but also delve into the principles of mathematics, geometry, and physics that underpinned his work.

1. Pneumatica

The treatise Pneumatica is one of his most famous works, where Hero describes a variety of machines that operated on the principles of air pressure and hydraulics. This includes devices like the aeolipile, the automatic temple doors, and various fountains. Pneumatica is a treasure trove of early engineering, showing how Hero applied scientific principles to everyday life, from temples to theatres.

2. Automatopoietica

In Automatopoietica, the focus was on automata and robotics. In this work he explained the mechanics behind self-operating devices, offering insight into how machines could perform tasks automatically. This work is an early exploration of robotics, showing that the concept of automating tasks was already being considered in ancient times.

3. Mechanica

The Mechanica explored the fundamental principles of mechanics, such as levers, pulleys, and gears. This work reveals the underlying principles of his inventions and shows Hero's broad understanding of mechanical forces. In Mechanica, he also delves into architectural engineering, explaining how large structures like temples and catapults could be constructed using mechanical systems.

4. Metrica

In Metrica, Hero turned his attention to mathematics and particularly geometry. This work is significant because it compiled various mathematical formulas and theorems that could be applied to practical engineering problems. Metrica includes formulas for calculating the area and volume of different shapes, as well as methods for measuring distances and determining the size of objects. This blend of theoretical mathematics and applied science helped bridge the gap between abstract geometry and practical engineering.

Influence and Impact

Although much of Hero's work was ignored during the Middle Ages, it was rediscovered by Islamic scholars and engineers during the Islamic Golden Age. His works were translated into Arabic and studied by thinkers like Al-Jazari, who expanded upon Hero's concepts. Later, during the Renaissance, Hero's writings became widely available in Europe, and his engineering principles were further developed by scientists and inventors such as Leonardo da Vinci.

Hero's greatest legacy is his role as a pioneer of automation. His inventions demonstrate that the idea of machines performing tasks independently of human intervention is not a modern one but dates back thousands of years. His inventions particularly the aeolipile, foreshadowed the Industrial Revolution, where steam engines became a driving force of change. Hero's work serves as evidence of the innovative spirit of the ancient world and continues to inspire engineers and inventors to this day.

In conclusion, Hero of Alexandria was a visionary whose work laid the foundations for automation and mechanical engineering. His life and inventions are remarkable examples of ancient ingenuity, and his influence extends far beyond his era. From the aeolipile to automata, Hero's devices were centuries ahead of their time, demonstrating a deep understanding of physics, mechanics, and mathematics. His writings and inventions not only entertained and served practical purposes in his time but also shaped the future of technology. As the father of automation, Hero's legacy endures, reminding us of the incredible potential for human innovation and development that ancient cultures provided humankind.

The site has been offering a wide variety of high-quality, free history content since 2012. If you’d like to say ‘thank you’ and help us with site running costs, please consider donating here.

Notes:

Automation

The word automaton is derived from the Ancient Greek automaton (αὐτόματον), which means "acting of one's own will". It was first used by Homer to describe an automatic door opening or automatic movement of wheeled tripods.

Robotics

We derive the term robotics from the Czech word robota meaning 'forced labor'. It was used for the first time, 100 years ago, in a play by the author of the same nationality, Karel Capek.

The full term robotics was first used by American science fiction author Isaac Asimov in 1941 from robot +‎ -ics by comparison to "physics ... hydraulics, celestial mechanics, and so on" in his short story Liar

Mechanics

The word Mechanics is derived from Ancient Greek: μηχανική, mēkhanikḗ, lit. 'of machines', is the area of physics concerned with the relationships between force, matter, and motion among physical objects.

Pneumatics

We derive the word Pneumatics from the Ancient Greek πνεῦμα pneuma' wind, breath and related to the use of gas or pressurized air in mechanical systems.

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Unlike many other Poles who took part in the Civil War on the Union side, Count Adam Gurowski was not a soldier or a commander, and his actions had no influence on the shape of the Civil War. He was primarily a publicist whose sharp views on the actions of Abraham Lincoln's government were so violent and uncompromising that the US president even treated him as a potential assassin. Rafal Guminski explains.

*Adam Gurowski.*

Count Adam Gurowski: History and Political Activity in Europe

Adam Gurowski was born on September 10, 1805, into a family of noble origins and a count's title. He was the oldest of seven siblings. His sister, Cecilia, was married to Baron Frederiks, general adjutant of Tsar Nicholas I, and his brother, Ignacy, married the Spanish Infanta Isabella de Borbón, daughter of the Duke of Cadiz, and became a Spanish grandee. As the oldest son, he received a good education. After completing his education at the provincial school, he began his studies in Berlin, Leipzig, Göttingen, and Heidelberg. He studied law, philosophy, history, and classical philology.

After his studies, Gurowski returned to the Kingdom of Poland and joined a political party from the western part of the country, which sought to maintain the status quo and preserve the autonomy of the Kingdom of Poland. The count quickly left the organization, and in January 1829 he was supposed to take part in preparations for the so-called coronation plot, the aim of which was the death of the Russian Tsar Nicholas I. After the outbreak of the November Uprising, Gurowski became involved in organizing the insurgent administration and civil authorities, which, however, ended in failure. The count became a staunch critic of the insurgent dictatorship, and after its fall, he became a member of the Patriotic Society, on behalf of which he demanded the dethronement of Tsar Nicholas I as the King of Poland.

Despite being blind in one eye, he joined the insurgents as an ordinary soldier and took part in battles, for which he was promoted to officer and received the Silver Cross of Virtuti Militari. After leaving the army, he became an envoy of the Patriotic Society to Paris, where in French magazines such as Trubine, François, National, Reformateur, La Révolution de 1831 and Le Globe, he undertook to criticize the authorities of the November Uprising. After the fall of the Uprising, Gurowski struggled with the instability of his political views and a tendency to sharp disputes, through which he quickly alienated people from his closest surroundings.

The year 1834 was special for the Pole because of the radical change in his views and ideas. His statements began to include comments of a pan-Slavic nature with Poland as the unifier of the Slavic world. He also viewed the Polish emigration differently, whose activities for the liberation of the country he had previously assessed negatively. The change in the count's views is best seen in his interest in the postulates of French utopian socialism. The changes in Gurowski's worldview reached even such basic assumptions as nation and patriotism.

The count's new views conflicted him with his family and Polish patriotic circles, but it was only the request for amnesty addressed to Tsar Nicholas I and the recognition of Russia as the country that was to lead the unification of Slavic nations that made Gurowski a national apostate. His stay in Russia turned out to be difficult. The state apparatus of the Tsarist regime forced him to reassess his views once again, and the complete isolation from his family and countrymen began to weigh heavily on him.

A Polish Count on American Soil

In 1840, Gurowski returned to the Kingdom of Poland to sort out his property and family affairs. The attempt to recover his confiscated property ended in failure. Finding himself in a hopeless situation, the count decided to emigrate. In April 1844, he left the border of the Kingdom of Poland forever and went to the West. For some time, he lived in Bavaria, Hesse, and then in Belgium, Switzerland, and Italy. Unable to settle down permanently, the Pole decided to leave the Old Continent and emigrate to the United States of America. On December 2, 1849, Count Gurowski found himself in New York.

The Pole's situation in America was quite stable at first. He had brought a supply of cash with him from Europe, and thanks to letters of recommendation, he had access to intellectual circles from the very beginning. After half a year, the count's financial situation began to deteriorate, which forced him to seek a source of support outside New York. In Boston, he was even offered a chance to lecture on law at Harvard University, but due to poor attendance, his lectures were quickly suspended. During this time, the Pole became keenly interested in the issue of slavery and took an active part in the life of the local intellectual social elite. He managed to get to know the leaders of American literature and poetry: Henry W. Longfellow and James R. Lowell, who, together with Gurowski, had in common a particular aversion to slavery and criticism of that institution.

Eventually, the Pole returned to New York and in 1852 took a job at the New York Daily Tribune. He wrote a column on European affairs, criticizing the rule of Tsar Nicholas I. Despite his continued interest in European affairs, the Pole was fascinated by his new homeland, which he admired in many ways. He traveled extensively in the northern and southern states, and published his observations in “America and Europe”, which was warmly received by critics and praised for its impartiality and insightful observations. The Pole was greatly impressed by his new homeland and in many ways recognized its superiority over European countries. He paid special attention to the unique relationship between power and freedom. In his opinion, in Europe, these two forces competed with each other, while in America, they cooperated for the common good and development. The count was equally impressed by the class structure of American society. In his opinion, the superiority of the American system was the lack of class division dominated by the aristocracy. He noted with admiration that the law was created on the initiative of the people and for the people, and not by a privileged ruling group.

Gurowski's relations with the New York Daily Tribune began to deteriorate significantly, and as a result, the count lost his job. From then on, for four years he supported himself by publishing articles in various magazines. During this time, he continued to write a book on the history of world slavery, which was published in 1860 under the title “Slavery in History”.

Abraham Lincoln under harsh criticism from Adam Gurowski

The Pole, who was increasingly vocal in his criticism of slavery, decided to move to the US capital, Washington, where he hoped for greater understanding of his views. He wanted to seek support from politicians from the radical wing of the Republican Party. Thanks to his work in the New York Daily Tribune and his authorship of the books: “America and Europe” and “Slavery in History”, the Pole was already a well-known person in Washington. He quickly established important acquaintances, including Salmon P. Chase, the future chief justice of the United States, and John A. Andrew, Governor of Massachusetts. After the outbreak of the Civil War, he joined a volunteer unit under the command of Cassius M. Clay, which was to protect and patrol the capital. After the threat had passed, the Pole got a job at the State Department. His duties included reading the European press and preparing reports on articles of interest to the department. However, Gurowski lost his job after his diary, in which he criticized the government, the president, and the Union generals, fell into the wrong hands. Ultimately, he published the contents of the diary in December 1862. Thus began his crusade against Abraham Lincoln.

Adam Gurowski should be considered the most ardent critic of the federal government and the president at the time. Although the Pole spoke positively about Lincoln's inaugural address, the government's lack of decisive action in the event of the attack on Fort Sumter and the riots in Baltimore ultimately confirmed his dislike of Abraham Lincoln. Gurowski stated that the current Union government "lacked the blood" to defeat the Confederacy, and calling up 75,000 volunteers was definitely not enough to defeat the Confederacy. He also believed that the situation overwhelmed Abraham Lincoln, who had no leadership skills and could not compare to George Washington or Andrew Jackson. He considered the president's greatest flaw to be his lack of decisiveness, and he saw it as the cause of the Army of the Potomac's defeats. Gurowski also criticized Lincoln's personnel decisions, especially the delay in dismissing General George McClellan from the position of commander of the Army of the Potomac. However, Gurowski was able to appreciate Lincoln. He praised the president's behavior after the defeat at Chancellorsville. The count accused Lincoln of manipulating election promises and making military decisions through the prism of politics, which was to result in the deaths of many soldiers. However, in the face of the president's re-election, Gurowski showed a shadow of support for him, fearing for the election of the hated McClellan and his pro-slavery lobby.

There is no doubt that Gurowski's criticism of the president was often exaggerated, but in some aspects the Pole's opinion coincides with the contemporary opinion of historians. The count's attitude towards the president was dictated by his views and difficult, uncompromising personality. The Pole's most positive opinion of Lincoln was expressed after the president's death. In Gurowski's eyes, the murdered president became a martyr close to sainthood, who will go down in world history as a great and noble man.

The site has been offering a wide variety of high-quality, free history content since 2012. If you’d like to say ‘thank you’ and help us with site running costs, please consider donating here.

References

· Carter R., Gurowski, „The Atlantic Monthly” 1866, t. 18, nr 109.

· Derengowski P., Polacy w wojnie secesyjnej 1861-1865, Napoleon V, Oświęcim 2015.

· Fisher L.H., Lincoln’s Gadfly, Adam Gurowski, University of Oklahoma Press, Norman 1964.

· Garewicz J., Gracz. Rzecz o Adamie Gurowskim [1805-1866], „Res Publica”, 2 (1988), nr 5,

· Głębocki H., „Diabeł Asmodeusz” w niebieskich binoklach i kraj przyszłości: hr. Adam Gurowski i Rosja, Arcana, Kraków 2012.

· Łukasiewicz W., Gurowski Adam, Polski słownik biograficzny, V. 9, Wrocław 1960-1961.

· Stasik F., Adam Gurowski 1805-1866, Wydawnictwo Naukowe PWN ,Warszawa 1977.

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An introduction by the author Jeb Smith: I have often engaged in discussions with both lay people and academics on the various causes of Southern secession. I have also read many books from both sides' perspectives of the war. I consistently hear the same arguments used to support the claim that the South left the Union to preserve slavery. I will respond here to the most common arguments and, hopefully, explain why the evidence does not support this conclusion.

This is the final part in a series of extended articles from the author related to the US Civil War. Part 1 on Abraham Lincoln and White Supremacy is here, part 2 on the Causes of Southern Secession is here, part 3 on whether the Civil War was fought for slavery or States’ rights here, and part 4 on the Confederate Constitution here.

*John S. Mosby.*

Slave Owners Rebellion?

It is said that the most robust support for secession came from the areas that had the most slaveowners. Based on this information, some would argue that the cause of withdrawal was slavery. High federal support in areas with limited slaveowners, such as West Virginia, Western North Carolina, and Eastern Tennessee, are prime examples to support this claim. But first, we must ask the following questions: What about the non-slave owners in Eastern Virginia who supported the South? What about non-slaveholding Western Tennesseans and Deep South voters who supported secession? Should we claim they prove secession was in support of abolishing slavery? What about the slave states that stayed in the Union?

In Confederate Arkansas, 20% of their households were slave owners, while Kentucky, which remained primarily loyal to the Union, had 23% of their households that were slave owners. In North Carolina, near-unanimous support for secession was given after Lincoln's call for volunteers when only 27% of the households in the state were slave owners. Arkansas voted 65 to 5 for secession after Lincoln's call for volunteers, yet only 20% of households were slave owners. Although there were few Southern Jewish Confederates slave owners, a large portion of the group supported secession. Further, thirteen percent of the Virginia delegates from high slave-owning counties voted against secession.

A closer look shows that politics, not slavery, drove the secession movement. For example, in Western Virginia, many areas with a low percentage of slave owners supported secession, while many areas that were politically supporters of the Whigs did not. James McPherson , [who used the argument we are discussing] acknowledges, "A good many low slaveholding Democratic counties voted for immediate secession, while numerous high-slaveholding Whig counties cooperation." In his book, Reluctant Confederates, Daniel Crofts looks at this argument and finds that while slave ownership influenced secession votes, political party associations were far more critical.

"A high slave-owning country in eastern Virginia was far more likely to poll a strong secession vote than a low slave-owning county in western Virginia. But a whig county in eastern Virginia was more likely to show more union strength than a Breckinridge country, just as a Breckinridge county in western Virginia was more likely to show pockets of secession support than a whig county."

-Daniel W. Crofts Reluctant Confederates: Upper South Unionists in the Secession Crisis University of North Carolina Press reprint 1993

Further, the area that would become West Virginia had long opposed unfair tax rates within Virginia.[1] West Virginia, like today, was more an extension of Pennsylvania and did not share the southern culture of Virginia. Immigrants from Pennsylvania mostly inhabited West Virginia. In Clouds of Glory: The Life and Legend of Robert E. Lee, Michael Korda wrote, "Mountainous northwestern Virginia...was largely populated by settlers from Pennsylvanian who were instinctively pro-union." The Appalachian areas of Western Virginia, Western North Carolina, and Eastern Tennessee had very different ethnic, political, and cultural histories.

West Virginia supported the Confederacy more than commonly believed. Many of the Virginia votes against secession did come from the western part of the state, but that does not make them supporters of the Union. These counties were surrounded by federal territory and not so anxious to jump into a war. The most robust support for the Union came from the northern panhandle or around the railroads who had a financial interest in remaining in the Union. The rest of the state was decidedly pro-South. Further, many Ohio and Pennsylvania troops went to West Virginia recruiting stations [this was common] and formed union regiments, so the actual number of units supporting the North is inflated.

Western Virginia's support for the Union is overstated for many reasons. Early in the conflict, much of western Virginia was controlled by the Union, and a pro-union "restored government of Virginia" was instituted. Elections were only held in areas of Union control, as pro south civilians and soldiers fled the state and thus, were not allowed to vote on whether or not to join the Union. Lincoln decided to recognize this pro north government that met in Wheeling. This Government was not officially recognized by the state of Virginia but was rather an unconstitutionally created, militarily controlled area. Therefore, basing conclusions on this occupied territory is not a fair judge of western Virginia's loyalties.

The Union support in Tennessee seems to be exaggerated and possibly based on a limited number of Union newspapers during the war. As in Virginia, Daniel W. Crofts shows that counties that were "traditionally Democrat," the low-level slave-owning middle and western Tennessee counties, voted for secession. It was only in the Eastern area of the state where spare slave-owning counties held a strong pro-Union stance.

Maryland's southern and eastern areas were similar in culture and politics to the rest of the South. In contrast, the pro northern areas of Maryland were heavily influenced by socialist immigrants from Europe and thus supported the North. Overall, support for the Union in Maryland also seems overstated.[2] The truth is that Eastern Tennessee, Western Virginia, and Western North Carolina remained Republican areas after the war. In contrast, the planter areas remained Democratic after the war.[3]

Lastly, if the Government did oppress a particular group, specifically slave owners, violating their rights, wouldn't we then expect strong resistance from that sector? For example, if today's politicians decided that pizza is unhealthy for us and outlawed it, then most pizza shop owners would likely be among those who would resist those efforts. Others may agree with the pizza owners but not be so willing to leave the country over it. So it should not be a surprise that slave owners were among the most dedicated secessionists.

The Confederate Constitution did not allow States to abolish Slavery

The first argument one often hears is that the Confederate Constitution made it impossible to abolish slavery. It is true that the central Confederate government could not abolish slavery; however, neither could the federal government under the U.S. Constitution in 1861, as Lincoln accepted in his First Inaugural Address. Confederate Constitution scholar Marshall DeRosa points out that freeing slaves was a state issue in the C.S.A. just as it was in antebellum America. Some have misread Article 1 Section 9 Clause 4 of the C.S.A. Constitution, claiming it outlaws the freeing of slaves; however, this section applies only to Congress and not to the sovereign states.

As DeRosa argues that the clause even demonstrates that its authors believed non-slave states would join the Confederacy. This is also shown in Article 4 Section 2 Clause 1 and Article 4 Section 3 Clause 1. Many in the Confederacy, including vice president Stephens, thought the non-slaveholding upper Midwest would join the Confederacy because its free trade laws would encourage states connected to the Mississippi River to join. In his infamous Cornerstone Address on March 21, 1861, Alexander Stephens said, "We made ample provision in our Constitution for the admission of other States...Looking to the distant future, and, perhaps, not very far distant either, it is not beyond the range of possibility, and even probability, that all the great States of the north-west will gravitate this way."

Professor DeRosa shows that the South wanted border states and the free Midwest states to join the Confederacy. During the constitutional convention, the delegates rejected Howell Cobb of Georgia's proposal that all states be required to be slave-owning. Senator Albert Brown of Mississippi stated, "Each state is sovereign within its own limits, and each for itself can abolish or establish slavery for itself." The state of Georgia declared, "New States formed out of territory now belonging to the United States, or which may be hereafter acquired, shall be admitted into the Union with or without slavery as the people thereof may determine at the time of admission." So while slavery was optional, states' rights were applied in the C.S.A., regardless of their choice. In The Confederate Constitution of 1861, DeRosa summarizes, "Thus, slavery was not a constitutional prerequisite for admission, and once admitted, a state could either reorganize or prohibit the institution."

Slavery was the "Cornerstone" of the Confederacy

The first argument I am usually given is that Alexander Stephens declared slavery to be the "Cornerstone of the Confederacy." Although his speech has been named the "Cornerstone Speech, "he focuses also on tariffs, internal improvements, and economic issues. So why is most of his speech ignored and only a few sentences pulled out and attacked? The focus is on the portion that mentions slavery because slavery is what we want to be remembered as the primary cause of secession.

His speech was unprepared and given in the deep South state of Georgia. But I also think that there are other reasons to be cautious about the importance and understanding of the speech.

For one, it is only a transcribed piece. According to the newspaper reporter who transcribed it, it "Is not a perfect report, but only a sketch of the address of Mr. Stephens."It is simply an interpretation of a portion of his actual speech. According to Stephens, in writings after the war, the speech was misinterpreted and misunderstood. He claimed he was simply restating what Judge Baldwin of the United States Supreme Court had said. The following, written in 1884 by Richard M Johnson, summed up Stephens’ speech and his use of the term "cornerstone."

"On the subject of slavery there was no essential change in the new Constitution from the old as Judge Baldwin [of Connecticut] of the U.S. supreme court had announced from the bench several years before, that slavery was the cornerstone of the old Constitution [1781-89], so it is of the new" [1833] .

-Quote in Lochlainn Seabrook , Everything You Were Taught About American Slavery Is Wrong Sea Raven Press 2014

Later, Stephens wrote that what caused secession was a dispute over centralization. Stephens' speech simply clarified disputed subjects in the U.S. Constitution that are now clearly defined and beyond dispute in the C.S.A. Constitution. These subjects include tariffs, internal improvement, and slavery. He was trying to assure the audience that the states would decide on these issues, not the central government.

As the Kennedy twins argue, if anyone should have been seen as speaking for the whole country, it ought to have been the Confederate President, Jefferson Davis. His three most essential speeches (Farewell to Congress, First Inaugural in Montgomery, Second Inaugural in Richmond) all speak to the causes of secession. He mentioned that the reasons for secession were liberty, state's rights, tariffs, the Constitution, and preserving the Union from Northern Democracy. Jefferson Davis said, "I love the Union and the Constitution, but I would rather leave the Union with the Constitution than remain in the Union without it." Davis does discuss slavery in the first of those speeches, but stresses more the sovereign right of his state, Mississippi, to secede.

Fugitive Slave Laws

Some critics claim that the South only cared for states' rights when slavery was involved. To support this claim, they point out that the South objected to Northern states nullifying the federal fugitive slave laws. This objection seems reasonable on the surface but stems from a misunderstanding of both the purpose of states' rights and the Union of 1860.

Even if we assume the premise for the sake of argument, it will only prove that the South did not care for the rights of the states in the North, not their state's rights. Since the rights of the people of each state were in place to secure its individual states citizen's rights and not another’s, this would make sense. And if one state decides not to follow the compact or contract [Constitution], disagreement will occur. This is also why the right to secession is vital to self-government.

However, a proper understanding of states' rights is not lawlessness or states ignoring the Constitution; it is, in fact, the opposite. States' rights are in place to prevent the current politicians in power from violating the Constitution or overstepping its bounds. In this case, the northern states were violating the Constitution because, in their minds, slavery was wrong in God’s eyes. As William Seward put it, "There is a higher law than the constitution."

Within the Constitution, southerners were already granted the right to have their property returned. Northern states were violating this. Therefore states’ rights, as Jefferson said, are the best way of preserving the authority of the Constitution over elected politicians in D.C. who would seek to abolish it. The Constitution, not men, was the authority. The wording of the United States "supremacy clause" is set out below, occurring in Article VI. The wording of the Confederate equivalent, also occurring in Article VI, is identical apart from the substitution of "Confederate" for "United."

This Constitution and the Laws of the United States made in Pursuance thereof; and all Treaties made, or to be made, under the Authority of the United States, shall be the supreme Law of the Land; and the Judges in every State shall be bound thereby, anything in the Constitution or Laws of any State to the contrary notwithstanding.

Only the Slave States joined the Confederacy

"Had Buchanan in 1860 sent armed forces to prevent the nullification of the fugitive slave law, as Andrew Jackson threatened to do so in 1833, there would have been a secession of fifteen northern states instead of thirteen southern states. Had the Democrats won in 1860, the northern states would have been the seceding states, not the southern."

- James R. and Walter D. Kennedy, The South Was Right! Pelican Publishing Gretna 2008

Some believe it is self-evident that slavery caused secession because only slave states joined the Confederacy. So if I am defending the causes of the South and saying slavery was not the sole cause of secession, then why didn't any free states join?

Keep in mind that when the Confederacy was first formed, there were more slave states still in the Union. Furthermore, if secession was driven by slavery, why didn't all the slave states join the South? Many volunteers fought for the South from the non-slave state of California. New Jersey produced two Confederate generals, Gen. Samuel Gibbs French and Gen. Julius Adolphus de Lagnel.[4]

Many free states nearly left the Union as well. NY almost left the Union, and a middle confederacy might have formed, which could have included Penn, NY, NJ, MD, and D.E. On March 13, 1861, a report from A R Wright Esq of Georgia said Gov Hicks of Maryland was already corresponding with New York, Pennsylvania, and New Jersey governors about forming a central confederacy. Delaware, Virginia, Missouri, and Ohio were also later mentioned. The rise of a radical Republican party[5] to national prominence caused all sorts of upheavals.

The South originally planned for the northwest to join them. When Robert Smith addressed the citizens of Alabama, he believed Indiana and Illinois would join the Confederacy. He desired the entire Union (excluding New England) to eventually be drawn under the new Confederate Constitution, restoring the Union of the founders. However, when Lincoln called for war, many were unwilling to face an uphill battle against the might of the North. Further, nationalism and patriotism drove many to volunteer for the Union.

Also, consider that the states most influenced by the Jeffersonian tradition did leave the Union. And we must not forget the North maintained slavery during the war in MO, KY, DE, Washington DC, MD, Western Virginia, northern controlled sections of the Indian territory, and Union-controlled LA and Virginia.

John Mosby said Secession was about Slavery

The "Grey Ghost" of the Confederacy, John Mosby, said that the South was on the side of slavery during the war. Here, critics say, we have an admission from a former confederate informing us of what we all already knew, the South left to preserve slavery. Yet we are also told that post-war southerners are part of the "lost cause" and should not be listened to. Unless, of course, it is Mosby who was telling certain historians what they wanted to hear. Highlighting one statement made after the war by a southerner turned Republican trying to gain favor does not negate the factual purposes of southern secession.

Another argument used is not historical but rather philosophical. The argument is that the South could not care for freedom since they denied that freedom to others. However, this at most shows inconsistency in how they apply liberty. It also seems to assume the South left to preserve slavery.

In response, the South said that its citizens had more rights and were allowed more freedom than the North. The majority of states in the North did not allow individuals the freedom to own or buy human property as the "slave optional"[6] states did. All men were created equal; southerners had rights like anyone to own their property, including slaves. This is also why African-Americans, Native Americans, Jews, and others had equal rights to own slaves in the South. States had maintained legal slavery since before the Union was created. The world had accepted slavery for thousands of years. African slaves had no rights in Africa when they were enslaved.

Slavery also offered the owner freedom of another sort that we will discuss later. During an interview with historynet.com over his latest book on Lincoln, distinguished historian Eric Foner said, "To most white Southerners, owning a slave was not a contradiction to the idea of freedom, indeed rather the opposite, owning slaves made a person more free, it and enabled you to achieve the economic independence that all Americans thought was very important to freedom."

States' Rights were just to protect Slavery

"The doctrine of States’ rights was never a mere pretense for slavery, but reflected a deep passion for self-government rooted in Southern culture as well as an earnest understanding of the Constitution rooted in Southern history."

-James Rutledge Rosch, From Founding Fathers to Fire Eaters; The Constitutional Doctrine of States Rights in the Old South Shotwell Publishing Columbia SC 2018

The claim that states' rights were just an excuse to preserve slavery is a common one. This claim was covered earlier, but additional information is needed since it is repeated so often. State's rights were vital to our Union, self-government, and our whole political system. Therefore, the next chapter also will be dedicated to this topic, and after reading it, this objection should dissipate.

As with the U.S. Constitution, the Confederate Constitution did not allow the central Government to abolish slavery. If the South had left to preserve slavery alone, why did they also add additional powers to the states? If states' rights were to protect slavery, and slavery was protected, why the need for an even more decentralized Constitution? If the intention was to protect slavery, then the United States Constitution would have sufficed, and there would have been no need to create a document ensuring more vital states' rights.

When the Confederate government overreached into state matters on non-slavery issues during the civil war, states resisted it. This resulted in states like Georgia threatening to secede. After slavery had ended in the United States, the South still maintained the most robust states' rights philosophy in the country.

The first state's rights advocates in the U.S., many of whom spoke out against slavery, were Southern men such as Thomas Jefferson, James Madison, James Monroe, St. George Tucker, George Mason, Patrick Henry, John Taylor of Caroline, and John Randolph. Patrick Henry called slavery "a lamentable evil,"but then said, "I deny that the general government ought to set them free." George Mason said, "Every master of slaves is born a petty tyrant." John Taylor of Caroline said, "The fact is that negro slavery is an evil which the United States must look in the face."

States' rights were also crucial to northern states before the civil war. There were Democrats in the North who were both for states' rights and against slavery. These two came together in the northern states' nullification of the fugitive slave laws. During the Civil War, Republicans wished to institute national banking, and many northern Democrats objected. Lazarus Powell stated, "The result of this course of legislation is to utterly destroy all the rights of the States. It is asserting a power which if carried out to its logical result would enable the national Congress to destroy every institution of the States and cause all power to be consolidated and concentrated here." No matter the issue, states had pushed back against federal overreach; slavery was simply one more area where the federal was intruding on the states' rights in 1860.

Preserving slavery was far from the primary goal of secessionists. During the war, Southern General Patrick Cleburne wanted to free all the slaves. Near the end of the war, Jefferson Davis sent diplomats to France and Britain, offering to end slavery if they would recognize the Confederacy. Some Northern generals, like General George Thomas, were wealthy slave owners who fought for the North despite saying during the war, "I am wholly sick of states' rights." State's rights did not equal slavery. This misunderstanding comes from a post-war nationalistic approach to antebellum America. The next chapter will detail states' rights before the Civil War to help us understand why they were considered vital to self-government and the Union.

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com

[1] See George Stillman Hillard Life and Campaigns of George B McClellan 1864

[2] For more info, see Jeb Stuart; The Last Cavalier by Burke Davis.

[3] See "Man Over Money" the Southern Populist Critique of American Capitalism by Bruce Palmer.

[4] De Lagnel was appointed Brigadier General in the Confederate forces but for unknown reasons declined the rank, eventually rising to Lieutenant Colonel.

[5] A party that has not changed in its modern form.

[6] As the Kennedy’s described them.

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Because she played her cards right, Anne of Cleves, as the fourth wife of King Henry VIII of England, managed to escape the wrath he inflicted on two of his previous wives and lived a privileged life on good terms with the king after their separation.

C. M. Schmidlkofer explains.

*Anne of Cleves. Painitng by Barthel Bruyn the Younger.*

It seems unfair that Anne of Cleves, the fourth wife of King Henry VIII, is known throughout history as the “ugly” wife (out of the six total he had) when in reality, it was her wit and intellect that makes her remarkable.

Born in Dusseldorf in 1515, Anne of Cleves was the daughter of Maria of Julich-Berg and Johan III, Duke of Cleves. Her marriage to Henry in Jan. 6, 1540, right from the start was fraught with disappointment and misunderstanding.

First, at the tender age of 24, she was invited to become Henry’s fourth bride based on a painting the king commissioned of her countenance which he later said looked nothing like her. But that came a bit later.

The marriage was a political arrangement fostered by Henry’s “fixer,” Chief Minister Thomas Cromwell who sought to temper the power plays of Spain and France while boosting Protestant influence with the union.

First meeting

The first meeting between the king and his bride was a massive fail, as Anne rejected Henry’s surprise meeting wearing a disguise and the relationship went downhill from there.

The complaints began in earnest then as the king complained she did not look like the commissioned portrait.

He called her a “Flanders Mare,” said she smelled, and reportedly refused to have marital sex with her.

Anne was a fish out of water in Tudor Court. Her upbringing did not include dancing and music, the heart of Tudor life, but was focused on learning duties of a noblewoman she was expected to become along with household skills.

In an attempt to integrate herself into life with Henry, perhaps nervous over what lay ahead, she had the foresight to socialize with her English travelers to learn customs and social skills as well as learning the king’s favorite card games during her voyage to meet him.

There is little known about Anne’s feelings about the marriage but she was keenly aware that two of Henry’s first three wives were either banished or beheaded and that the purpose of any union was to produce a male heir for the king.

And although Henry had his coveted son through his third wife, Jane Seymour, who died shortly after giving birth, he was forging ahead with the fourth marriage to secure another.

End of marriage

Seven months after his marriage to Anne, who served as queen consort, Henry notified his bride their marriage was to be annulled three days hence. His reasoning was the marriage was never consummated and for good measure threw in questions about Anne’s relationship years ago with her brief engagement to Francis the Duke of Bar in 1527.

Wisely, Anne knew that arguing or pleading to continue the marriage would not be successful and instead fully cooperated with the king’s wishes. Certainly, she had nothing to lose and as it turned out she gained beautifully.

Henry, possibly relieved over Anne’s cooperation, awarded her with a generous settlement, granted her the title of “the King’s Sister” as long as she remained in England and bestowed upon her large tracts of properties, such as Hever Castle – the former childhood home of Henry’s second wife, Anne Boleyn, whom he had beheaded in 1536.

Unlike Henry’s first wife, Catherine of Aragon, who resisted the king’s demand for annulment on religious grounds, ending up banished from court until her death in 1536, Anne was allowed to keep her jewels, her metal plate and her dresses, and received a generous annual stipend along with revenue from other properties.

She willingly turned over her wedding ring to Henry, asking that it be destroyed “as a thing which she knew of no force or value.”

Henry seemed to value Anne’s counsel after their separation and continued a cordial relationship with her until he died in 1547.

Later years

At that point Anne lost her title of the “King’s Sister” and she moved away from court, leading a quiet life until Mary I, Henry’s daughter with his first wife, Catherine of Aragon, and Anne’s stepdaughter, took the throne in 1553. Anne briefly came under suspicion when a plot to depose the queen and place Elizabeth I on the throne was investigated because Anne also had a close relationship with Elizabeth I, the daughter of the king and Anne Boleyn.

She escaped a charge of treason and remained cordial with Mary I until her death in 1557 at the age of 41 after a brief illness in Chelsea Old Manor, her home and former home of Catherine Parr, Henry’s sixth and last wife.

The site has been offering a wide variety of high-quality, free history content since 2012. If you’d like to say ‘thank you’ and help us with site running costs, please consider donating here.

References

https://www.thirteen.org/wnet/sixwives/meet/ac_handbook_children.html

https://www.theanneboleynfiles.com/the-death-of-anne-of-cleves/

https://www.historytools.org/stories/anne-of-cleves-the-unwanted-queen-who-survived-and-thrived

https://www.english-heritage.org.uk/visit/inspire-me/blog/blog-posts/henry-viii-and-anne-of-cleves/

https://www.britannica.com/biography/Anne-of-Cleves-queen-of-England

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Operation Frankton was a covert military operation carried out by the Royal Marines during the Second World War and was one of the most audacious and daring raids in military history. The raid was executed in December 1942 and targeted the German-occupied French port of Bordeaux, a crucial hub for the Axis powers, which facilitated the movement of supplies critical to the German war effort. The operation, led by a small group of commandos, was remarkable not only for its boldness but also for its significant impact on the war effort. Delving into the main reasons behind the mission, the key figures involved, and the importance of the operation, it is also possible to lightly explore the separately planned parallel mission by the Special Operations Executive (SOE) against the same targets.

Terry Bailey explains.

*Tannenfels, a German blockade runner which was sunk.*

The Strategic Importance of Bordeaux

Bordeaux, located in southwest France along the Garonne River, was a vital port for the Axis powers during the Second World War. Following the fall of France in 1940, the German military took control of the port and used it to facilitate the movement of supplies utilizing blockade runners. The port was especially important for the transit of rubber, which was essential for manufacturing tires and other military equipment. The loss of Bordeaux would disrupt the supply lines and put a significant strain on the German war machine, making it a prime target for Allied forces.

The British Admiralty recognized the strategic value of targeting Bordeaux early in the war. However, conventional bombing raids were deemed too risky to the civilian population and ineffective due to the heavy defenses surrounding the port. The need for a more unconventional approach led to the conception of Operation Frankton, a mission designed to strike at the heart of the German supply chain with minimal resources.

The Planning of Operation Frankton

The idea for Operation Frankton was conceived by Major Herbert "Blondie" Hasler, a Royal Marines officer with a background in unconventional warfare and small boats. Hasler, who had previously served as a fleet landing officer in Scapa Flow, was then sent to Narvik in support of the French Foreign Legion in the Norwegian campaign, for which duties he was appointed an Officer of the Order of the British Empire (OBE), mentioned in dispatches, and awarded the French Croix de Guerre.

He was known for his innovative thinking and determination and believed that a small, highly trained team could infiltrate the heavily guarded port using kayaks, plant explosive charges on the ships, and escape undetected. The operation would rely on stealth, surprise, and the ability to navigate the treacherous waters of the Gironde estuary.

Hasler's plan was initially met with skepticism by some members of the Admiralty, who viewed it as too risky and unlikely to succeed. However, Hasler's persistence, coupled with the lack of viable alternatives, eventually won over his superiors. The operation was given the green light, and Hasler was put in charge of selecting and training the men who would carry out the raid.

The men Hasler recruited became part of the Royal Marine Boom Patrol Detachment which was part of combined operations. The group who carried out the raid consisted of 13 Royal Marines, including Hasler himself, 6 two-man teams plus one reserve. The men were chosen for their physical fitness, mental toughness, and ability to operate under extreme conditions. They underwent rigorous training in kayaking, explosives, and navigation, practicing initially in the waters in southern England, and eventually in the cold and treacherous waters off the coast of Scotland.

The operation was set to take place in December 1942, during the winter, when the long nights would provide the cover of darkness needed for the raid. The men would use specially designed folding kayaks, nicknamed "cockles," to navigate the Gironde estuary and reach the port of Bordeaux. Once there, they would attach limpet mines to the hulls of the German blockade-running ships and then attempt to escape through France to Spain, with the help of the French Resistance.

The Execution of the Raid

The operation began on the night of the 7th of December, 1942, when Royal Navy submarine HMS Tuna sailed from Holy Loch in Scotland with the six kayaks and raiders on board, where the men were dropped off the coast of France, near the mouth of the Gironde estuary. The plan was for the men to paddle their kayaks up the estuary, cover a distance of around 70 miles, and reach the port of Bordeaux within four nights.

The hull of Cachalot was damaged while being passed out of the submarine hatch, leaving just five kayaks to start the raid. The reserve member of the team, Colley, was not needed, so he remained aboard the submarine with the Cachalot crew Ellery and Fisher.

The first night of the mission was fraught with difficulties. The strong currents and freezing temperatures took a toll on the men, fighting against strong cross tides and cross winds, Coalfish became separated. The remaining kayaks then encountered 5 ft (1.5 m) high waves and Conger capsized and had to be scuttled, once it became apparent that it would not be possible to bail it out, Sheard and Moffatt held on to two of the remaining kayaks, which carried them as close to the shore as possible, then had to swim for it, the remaining kayaks then came across the separated Coalfish.

As the conditions deteriorated Mackinnon and Conway in Cuttlefish became separated from the other kayaks in the group. After reaching the shore, MacKinnon and Conway evaded capture for four days but were betrayed and arrested by the Gendarmerie and handed over to the Germans at La Reole hospital 30 miles southeast of Bordeaux, while attempting to make their way to the Spanish border.

The 3 remaining kayaks, Catfish, Crayfish and Coalfish, covered 20 miles in five hours landed near St Vivien du Medoc, and laid up through the day, however, while resting during the day and unknown to the others, Wallace and Ewart in Coalfish had been captured at daybreak near the Pointe de Grave lighthouse where they had come ashore, now they were only 2.

The second night, 8/9 December, the two remaining kayaks Catfish and Crayfish paddled a further 22 miles in six hours. On the third night, 9/10 December, they paddled 15 miles and on the fourth night, 10/11 December, because of the strong ebb tide they only managed to cover 9 miles.

Hasler's original plan was for the raid to be carried out on the 10th of December, but now Hasler had to change his plan, due to the strength of the ebb tide they still had a short distance to paddle, so the remaining commandos laid up for another day, setting off to and reach Bordeaux on the night of 11/12 December.

On the night of the 11th of December, 1942, after four grueling nights of paddling, avoiding German patrols, the surviving commandos reached the port of Bordeaux. The men split into two teams, with Hasler and Marine Bill Sparks in the kayak Catfish taking one side of the port and Corporal Albert Laver and Marine William Mills in the kayak Crayfish taking the other side of the port. Using limpet mines, the teams successfully attached explosives to the hulls of six German ships. The explosives were set to detonate in the early hours of the morning, ensuring the commandos had time to extract themselves from the immediate area.

The raiders then made their escape, splitting up into pairs and heading in different directions to avoid capture. Hasler and Sparks managed to make contact with the French Resistance and began their journey south towards Spain. Laver and Ellery, however, were not as fortunate. They were captured by the Germans a few days later and executed, as part of Hitler's infamous commando order. Hasler and Sparks, after a harrowing journey through occupied France, eventually reached Spain and were repatriated to the United Kingdom via Gibraltar in April 1943.

The Aftermath and Impact of Operation Frankton

Operation Frankton was a tactical success, with 2 ships sunk, 2 ships several damaged and a further 2 ships slightly damaged. The damage to the ships and the resulting disruption to German supply lines had a significant impact on the war effort. The raid also had a profound psychological effect, demonstrating that even heavily guarded ports were vulnerable to small, highly trained commando units.

However, the mission came at a high cost. Of the 10 men who set out on the raid, only 2 survived, Hasler and Bill Sparks, 6 were captured and executed by the Germans, while 2 were lost at sea. Despite these losses, the bravery and determination of the Royal Marines became a symbol of courage and ingenuity.

Winston Churchill, the British Prime Minister, later praised the operation, stating that it shortened the war by six months. While this claim is difficult to verify, there is no doubt that Operation Frankton had a significant impact on the course of the war, both strategically and symbolically. The Germans defined the raid as the most daring raid of the Second World War.

The Parallel Mission by the Special Operations Executive (SOE)

While Operation Frankton is the most well-known raid on Bordeaux, it is important to note that the SOE had also planned a 2 part parallel mission against the same targets. The SOE, a British organization responsible for conducting espionage, and sabotage in occupied Europe, recognized the importance of disrupting German supply lines in Bordeaux.

A team led by Claude de Baissac of the Special Operations Executive were preparing to take explosives onto the ships when he heard the explosions of Hasler's limpet mines. The loss of the opportunity for Hasler and de Baissac to work together to strike a harder blow against the Germans was a hard lesson.

The other aspect of the SOE's plan was codenamed "Operation Josephine B," which involved a sabotage mission aimed at destroying the electricity supply to the port of Bordeaux. The mission was to be carried out by a team of SOE and French resistance, who would infiltrate the power station and plant explosives to disable the facility. The objective was to cut off electricity to the port, rendering the German ships and facilities inoperable.

Operation Josephine B was planned to take place around the same time as Operation Frankton, this aspect of the SOE mission was delayed due to difficulties in securing the necessary explosives and logistical support. By the time the mission was ready to go ahead, Operation Frankton had already been executed.

Despite the delay, Operation Josephine B was eventually carried out in June 1943, and the power station was successfully sabotaged. The mission achieved its objective, but the impact was somewhat mitigated by the fact that the ships in the port had already been severely damaged by Operation Frankton. The SOE's mission, while important, is often overshadowed by the daring and dramatic nature of the Royal Marines' raid.

The SOE was aware of the Royal Marines' mission, but the Royal Marines were unaware of the SOE mission due to SOE's secrecy policy. However, after Operation Frankton a clearing and controlling house was set up that would coordinate all special operations in the future ensuring that missions did not clash, this process is still in place today.

In conclusion, Operation Frankton stands as a testament to the courage, ingenuity, and determination of the Royal Marines during the Second World War. The raid on Bordeaux, carried out by a small team of commandos using unconventional methods, dealt a significant blow to the German war effort and demonstrated the vulnerability of even the most heavily defended targets.

The operation also highlighted the importance of coordinated efforts in warfare, as the separately planned SOE mission against the same targets showed. While both missions were successful in their own right, the lack of coordination between these missions is a reminder of the challenges faced by Allied forces in executing complex operations during the Second World War and the loss of a greater blow to the Germans.

The legacy of Operation Frankton lives on, not only in military history but also in the broader narrative of the Second World War. The bravery and sacrifice of the Royal Marines continue to inspire generations of military personnel and serve as a powerful example of what can be achieved through courage, ingenuity, and determination in the face of overwhelming odds.

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Notes:

The Bordeaux raiding team consisted of:

A Division

Blondie Hasler and Marine Bill Sparks in kayak Catfish.

Corporal Albert Laver and Marine William Mills in kayak Crayfish.

Corporal George Sheard and Marine David Moffatt in kayak Conger.

B Division

Lieutenant John Mackinnon and Marine James Conway in kayak Cuttlefish.

Sergeant Samuel Wallace and Marine Robert Ewart in kayak Coalfish.

Marine W. A. Ellery and Marine E. Fisher in kayak Cachalot.

A thirteenth man was taken as a reserve, Marine Norman Colley.

Blockade runner

A blockade runner is a light fast merchant vessel used to evade a naval blockade of a port or strait. In addition to, speed it uses stealth, blockade runners transport cargo, such as food or arms to a blockaded city.

The Special Boat Service

The Special Boat Service (SBS) is a special forces unit of the United Kingdom under the control of Royal Navy admiralty and part of the Royal Marine Commando.

The SBS traces its origins back to the Second World War when the Army Special Boat Section was formed in 1940 as a sub-unit of the Special Air Service, (SAS). However, after the Second World War, the Royal Navy through the Royal Marines commando formed the SBS special forces, initially as the Special Boat Company in 1951 then re-designated as the Special Boat Squadron in 1974—until on the 28th of July, 1987 the unit was formally renamed as the Special Boat Service, bringing it inline from a naming point of view with the army special forces unit the Special Air Service, (SAS), warranting the SBS its own budget.

The reformation of the SBS after the Second World War as part of the Royal Marine Commandos is in part due to Operation Frankton by the Royal Marine Boom Patrol Detachment (RMBPD).

Words of Lord Mountbatten, the commander of Combined Operations

Mountbatten's words are carved into a stone at the Royal Marine Commando base in Poole, Dorset, (the current headquarters of the SBS).

"Of the many brave and dashing raids carried out by the men of Combined Operations Command none was more courageous or imaginative than Operation Frankton".

Point of interest:

The reader may be interested to know that the author of this article personally met and knew both Blondie Hasler and Bill Sparks in the early 1980s.

Herbert George "Blondie" Hasler, DSO, OBE

Herbert George "Blondie" Hasler, DSO, OBE (27 February 1914 – 5 May 1987) served as an officer in the Royal Marines and retired as a Lieutenant Colonel.

He was recommended for the Victoria Cross, for Operation Frankton, however, he was not eligible as his actions were not "in the face of the enemy" as required for that decoration.

William, (Bill), Edward Sparks DSM

William, (Bill), Edward Sparks DSM (5 September 1922 – 1 December 2002) was a British Royal Marine Commando in the Second World War.

He volunteered for hazardous service as a way of avenging his brother Benny who had died on the cruiser HMS Naiad.

One of his three sons Terry Sparks, became a Captain in the Royal Marine Commandos

Corporal Albert Laver and Marine William Mills

Corporal Albert Laver and Marine William Mills in the kayak Crayfish were also recommended for the DSM which at the time could not be awarded posthumously, so instead were mentioned in dispatches.

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During the First World War, the Triple Entente was faced with the very real prospect of the dissolution of the Ottoman Empire. Eager to secure their interests in the Middle East, the British and the French drew up the Sykes-Picot Agreement to divide the region in the case of victory against the Central Powers. Although the Sykes-Picot Agreement was never enacted, it set the framework for the Middle East’s current borders and the name Sykes-Picot has since become synonymous to many with an era of colonial misrule.

Holly Farrell explains.

*Sir Mark Sykes.*

*Francois Georges-Picot.*

During the First World War, the Triple Entente was faced with the very real prospect of the dissolution of the Ottoman Empire. Eager to secure their interests in the Middle East, the British and the French drew up the Sykes-Picot Agreement to divide the region in the case of victory against the Central Powers. Although the Sykes-Picot Agreement was never enacted, it set the framework for the Middle East’s current borders and the name Sykes-Picot has since become synonymous to many with an era of colonial misrule.

Holly Farrell explains.

‘The Sick Man of Europe’: Why did the Allies anticipate the dissolution of the Ottoman Empire?

By the turn of the 20th century the Ottoman Empire, which controlled areas across North Africa, the Middle East, and Eastern Europe, was struggling both economically and militaristically. The Ottomans became unable to maintain such an extensive bureaucracy and a vast decentralized political structure. Although reforms attempted to modernize the Empire, these measures were of short-lived success and contributed to a growing debt crisis in the late 19th century. The Ottoman Empire also lost many territories in the decades preceding the First World War. France gained control of Algeria in 1830 and Tunisia in 1881, Italy took Libya in 1911, and Britain took control of Oman in 1861, the Arabian Gulf Chiefdoms in 1820, Kuwait in 1899, Egypt in 1882 and Sudan in 1899. In October 1914 the Ottoman Empire joined the First World War on the side of the Central Powers, hoping to confront Britain and France, and benefit from German aid.

Drawing up the Sykes-Picot Agreement

Negotiations between the Entente Powers of Britain, France, and Russia for the division of Ottoman territories began in November 1915. They were initially between Mark Sykes, a scholar and guard in the British military during the Boer War, and Francois Georges-Picot, a lawyer-turned-delegate for the French government. However, the eventual agreement was also up to the assent of Russia. All three powers aimed to secure territory, trade routes, and oil wealth, but also had their own ambitions for particular areas. Russia hoped to gain ports in the Dardanelles, including Constantinople, to access trade routes to the Black Sea. Britain wanted to control Palestine due to its proximity with the Suez Canal, and secure access to India through the Persian Gulf. France, meanwhile, was the largest investor in the Ottoman Empire and sought to maintain their influence in the region to protect their investments.

The Entente Powers had already given Constantinople and its surroundings areas to Russia as part of the Constantinople Agreement in March 1915. This crucially granted Russia access to the Mediterranean Sea. Meanwhile, the Sykes-Picot Agreement sought to coordinate Britain and France’s interests in the region. On May 16 1916 a deal was secretly signed between Sykes and Picot and approved by Russian foreign minister, Sergey Sazonov.

Under the terms of the agreement, France was allocated control of Syria, Lebanon, Cilicia, and Mosul, whilst Britain was allocated Baghdad and Basra and northern Palestine (this included the ports of Haifa and Acre, and modern-day Jordan). However, as shown on the map below, these territories were divided into spheres of control and those of ‘influence’. It was decided that Palestine would be put under international administration due to its holy sites. Independent states would be created in the remaining Arab territories.

Britain’s contradictory promises: Sykes-Picot, the Hussein-McMahon Correspondence, and the Balfour Declaration

Whilst Britain, France and Russia appeared to have settled their vision for the post-war Middle East, the Sykes-Picot Agreement was threatened by two additional contradictory agreements which Britain had made with the Arab nationalist and Zionist movements.

In July 1915, several months prior to the beginning of Sykes’ and Picot’s negotiations, Hussein bin Ali (Arab nationalist leader and Sharif of Mecca) wrote to Henry McMahon (the British High Commissioner in Egypt) to request British support for an independent Arab state. McMahon was initially reluctant to collaborate with Hussein, believing his territorial ambitions to be ‘extravagant’, however he was eventually persuaded to offer his support. When McMahon replied to Hussein, British and French troops were suffering defeats by Turkish forces in the Gallipoli campaign. McMahon believed that an Arab uprising would distract and weaken Ottoman forces in the region, enabling the Entente troops to make a tactical withdrawal. Consequently, Britain saw an advantage in working with Hussein. Over the course of ten letters between July 1915 and March 1916 (referred to as the Hussein-McMahon Correspondence) Hussein and McMahon negotiated a plan of British support for an independent Arab state if the Arab nationalists launched a revolt against the Ottoman Empire. However, the British excluded three areas from the independent state as they claimed they were not ‘Arab enough’. This affected the provinces of Basra and Baghdad, the Turkish districts of Alexandretta and Merson, and the districts of Syria that lay west of Damascus, Homs, Aleppo and Merson. The nationalist uprising began in June 1916 and, although the Entente provided limited manpower, they provided officers, gold, and munitions to support the war against the Ottomans. However, the Hussein-McMahon correspondence lacked the formality of a treaty and its contradiction with Britain’s plans under Sykes-Picot ultimately made it an empty promise.

However, Britain’s conflicting plans for the Middle East did not end here. On November 2 1917 the British government issued an arrangement for Palestine in the Balfour Declaration. In a letter to prominent Zionist Lord Rothschild, the British foreign secretary Arthur Balfour outlined Britain’s promise to establish a Jewish homeland in Palestine. This support was later publicized. However, the question of why the British government issued this declaration has still gone unanswered. Whilst some historians have argued that many members of the British government had Zionist sympathies, others have suggested that antisemitism increased support for a Jewish homeland in Palestine. Alternatively, it has been argued that Britain was trying to gain the support of Jews across the world, particularly in the US, who the British hoped would take a more active role in the war. However, this declaration was a bitter betrayal for the Arabs.

Despite initially being kept secret, the Sykes-Picot Agreement was eventually publicized by the Bolsheviks in late November 1917 following the Russian Revolution. Leon Trotsky published the Sykes-Picot Agreement in Izvestia newspaper on November 24 1917 to expose the plans which Vladimir Lenin called ‘the agreement of the colonial thieves’. This caused a political scandal for Britain and France and created a strong mistrust between the Entente and Arab nationalists. The British assured their allies in the Middle East that the Sykes-Picot Agreement was merely discussion amongst the Entente powers and that they would stand by the Arab people.

The Treaty of Sèvres (1920) and the Treaty of Lausanne (1923)

Following the defeat of the Ottoman Empire during the First World War, Entente forces (mainly the British) occupied the former Ottoman territories. Whilst the original division of land planned in the Sykes-Picot Agreement did not materialize during peace negotiations, the borders of the newly created states were similar to those agreed upon in 1916. This was determined in the Treaty of Sèvres (1920) and the Treaty of Lausanne (1923).

Before signing the Treaty of Sèvres, the former Entente powers met at the Conference of San Remo in April 1920 to determine the division of the Ottoman Empire’s territories. Under article 22 of the newly created League of Nations, certain former colonies were classed as ‘mandates’ (ranging from A to C depending on perceived levels of development) if they were deemed unable to govern themselves independently. The former Ottoman territories became Class A mandates, meaning that they had ‘reached a stage of development where their existence as independent nations can be provisionally recognized subject to the rendering of administrative advice and assistance by a Mandatory until such a time as they are able to stand alone’ (as stated in Article 22). As a result, the newly created states in the Middle East became British and French mandates rather than colonies.

Under the Treaty of Sèvres:

· The Ottoman Empire was dismantled

· Turkey had to relinquish claims to territories in North Africa and the Middle East

· Greece gained Smyrna (now called İzmir), Adrianople (now called Edirne), most of the hinterland to Constantinople and the Aegean islands commanding the Dardanelles

· Iraq, Jordan, and Palestine became British mandates

· Lebanon and Syria became French mandates

· Morocco and Tunisia became French protectorates

· Hejaz became an independent kingdom (it would later unite with Najd and other districts in 1932 to form the Kingdom of Saudi Arabia)

· Armenian independence was recognized

· The League of Nations controlled the Turkish straits

· British, French, Italian and Greek troops occupied Turkey

· The Turkish army could have a maximum of 50,700 men, it was forbidden to have an air force, and the navy could have a maximum of thirteen boats

· The Allies were to control Turkish finances

The Treaty of Sèvres was resented in Turkey and popular discontent fueled an uprising against Sultan Mehmed VI. The new nationalist government under Kemal Atatürk drove the Greek and British troops out of Turkey and repudiated the Treaty of Sèvres. Consequently, the Allies agreed to renegotiate the settlement and signed the Treaty of Lausanne in 1923.

Under the Treaty of Lausanne:

· All the territories given to Greece were returned to Turkey

· All foreign troops were ordered to leave Turkey

· Turkey regained control of the Straits, but they had to remain demilitarized

· Turkey was recognized as the successor to the Ottoman Empire

· The Allies no longer imposed controls over Turkey’s finances or military

· The Allies dropped demands for autonomy for Kurdistan and Turkish cession of territory to Armenia

The Legacies of Sykes-Picot and the post-WW1 settlement in the Middle East

Although the Sykes-Picot Agreement was never implemented, it set the framework for the modern-day frontiers of the Middle East. This has created a lasting resentment in the region, especially amongst Pan-Arabists who oppose the division of majority Arab-populated territories into separate states and associate Sykes-Picot with European colonial misrule. Sykes-Picot has since been targeted by various groups in the region, including by the so-called Islamic State who declared their intention to remove Sykes-Picot as they bulldozed the border between Iraq and Syria in 2014.

One of the most controversial aspects of the division of former Ottoman territories was the eventual fate of Palestine. As a British mandate, Britain called for the migration of Jews to Palestine, paving the way for region to be declared a Jewish state (known as Israel) once they ended their mandate in 1948. This led to the displacement of the Arab population and the ongoing conflict between Israeli and Palestinian groups.

The post-First World War settlement in the Middle East also lay the groundwork for sectarian conflict elsewhere in the region due to the limited regard for the ethnic, tribal, religious, or linguistic groups of the new states’ inhabitants. Although the British and French eventually withdrew from the region in the 1960s and 1970s, there has been hardly any change to national borders. Crucially, this has left the Kurdish population without a homeland as the Treaty of Lausanne failed to accommodate for Kurdish self-determination.

As sectarian conflict continues in the Middle East, the question remains as to whether the national borders created by the Treaty of Sèvres can survive into the future, or if all traces of Sykes-Picot need to be removed to ensure peace in the region.

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References:

Al Jazeera. ‘A Century on: Why Arabs Resent Sykes-Picot’. Accessed 28 August 2024. https://interactive.aljazeera.com/aje/2016/sykes-picot-100-years-middle-east-map/index.html.

Al Tahhan, Zena . ‘More than a Century on: The Balfour Declaration Explained’. Al Jazeera, 2 November 2018. https://www.aljazeera.com/features/2018/11/2/more-than-a-century-on-the-balfour-declaration-explained.

Britannica. ‘Sykes-Picot Agreement ’. Accessed 28 August 2024. https://www.britannica.com/event/Sykes-Picot-Agreement.

Britannica. ‘Treaty of Lausanne’, 17 July 2024. https://www.britannica.com/event/Treaty-of-Lausanne-1923.

Britannica. ‘Why Was the Ottoman Empire Called “the Sick Man of Europe”? ’. Accessed 28 August 2024. https://www.britannica.com/question/Why-was-the-Ottoman-Empire-called-the-sick-man-of-Europe.

Kearey, Kat. International Relations and Global Conflict C1890-1941. Oxford AQA History Series. Oxford: Oxford University Press, 2015.

Muir , Jim. ‘Sykes-Picot: The Map That Spawned a Century of Resentment’. BBC News, 16 May 2016. https://www.bbc.com/news/world-middle-east-36300224.

Oxford Reference. ‘Sykes–Picot Agreement’. Accessed 28 August 2024. https://doi.org/10.1093/oi/authority.20110803100546581.

Oxford Reference. ‘Treaty of Sèvres’. Accessed 28 August 2024. https://doi.org/10.1093/oi/authority.20110803100457377.

Rabinovich, Itamar, Robbie Sabel, and Oded Eran. ‘A Century since the Sykes-Picot Agreement: Current Challenges’. Institute for National Security Studies, 2016. http://www.jstor.org/stable/resrep08741.

The Avalon Project. ‘The Sykes-Picot Agreement : 1916’. Accessed 28 August 2024. https://avalon.law.yale.edu/20th_century/sykes.asp.

The Economist. ‘Unintended Consequences’, 12 May 2016. https://www.economist.com/special-report/2016/05/12/unintended-consequences.

‘The Treaty of Sevres’. Accessed 28 August 2024. https://historylearning.com/modern-world-history/treaty-of-sevres/.

United Nations Digital Library. ‘Article 22 of the Covenant of the League of Nations’. Accessed 28 August 2024. https://digitallibrary.un.org/record/829695.

Young, George. ‘Deceit in the Desert: The Partition of the Ottoman Empire’. Hohonu 17 (2019): 37–40. https://hilo.hawaii.edu/campuscenter/hohonu/volumes/documents/DeceitintheDesertThePartitionoftheOttomanEmpire.pdf.

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In the long centuries when superstition held sway and the lines between humans and animals were more fluid than a flagon of ale, a most peculiar legal practice emerged across medieval Europe - the prosecution of animals. From pigs and pigeons to rats, bulls, and even the lowliest of flies, no creature was exempt from facing judicial scrutiny for alleged crimes against man or God. This bizarre legal tradition spanned over five centuries, indicting and often executing animals found guilty of trespassing, property destruction, or perpetrating violence against humans.

Richard Clements explains.

*Trial of a sow and pigs at Lavegny.*

The Rationale Behind the Madness

The notion of arraigning a barn swallow or bovine may seem utterly ludicrous today, but to medieval minds steeped in religious doctrine and folklore, it was a perfectly reasonable concept. The theological underpinning was that animals, having been granted a place in Biblical scripture and the Christian faith through stories like Noah's Ark, possessed souls and a degree of moral agency. As such, they could be held accountable for their misdeeds just like humans were.

Furthermore, canon law, which governed religious jurisdictions at the time, made little distinction between human and animal personhood. This blurring of boundaries, combined with widespread beliefs in sorcery, evil spirits taking animal form, and anthropomorphic folklore from Aesop's fables to Reynard the Fox, set the stage for animal prosecutions to take root across medieval society.

Farcical Yet Grim Proceedings

Despite their inherent absurdity, these trials followed strict court protocols with a sadistic kind of rigour. Animals were afforded legal counsel, permitted to testify in their own defence (through interpreters, of course!), and endured the same torturous punishments as convicted human criminals if found guilty.

One particularly infamous example of these trials is depicted in the 1995 film, "The Hour of the Pig," which dramatizes the trial of a pig accused of murder in 15th-century France. While the film offers a dramatic interpretation, it highlights the bizarre reality of these proceedings.

Less extreme but no less farcical was the 1519 case of a group of canine delinquents indicted in the Swiss municipality of Basing for persistently disrupting church services with their barking and unpriestly habit of nipping at parishioners' legs. Found guilty of "blasphemous barking" and "unchristian conduct," they were excommunicated from the parish, a punishment likely of little consequence to the canine culprits.

Insect Eradications and Rat Trials

Of course, easier targets for the courts were the ubiquitous pests that plagued medieval life - insects and rodents. In 1478, a plague of locusts descended upon Berry, France, like a biblical hailstorm. After ecclesiastical appeals to get them to leave went unheeded, the insects were taken to court and found guilty of an array of charges, from trespassing to violence against the citizens. An edict of banishment was ordered and carried out through ritual burnings and exorcisms, a farcical attempt to control the uncontrollable.

In 1508, the curious case of Autun, France, saw the appointment of the curiously named "Attorneys for the Defence of the Rats." These brave (or perhaps foolhardy) souls argued valiantly on behalf of their rodent clients accused of ravaging the region's grain supplies. Ultimately, the rats lost the case, and professional rat catchers were hired to round them up and execute the court's sentence of death.

Last Rites at the Gallows

No case better exemplifies the intersection of legal propriety and deranged superstition than the trial of a Rouen pig in 1386. Dressed in a jacket and trousers (one can only imagine the indignity!), the condemned sow was tried, found guilty of killing and eating a human infant, confessed through an interpreter (though the details of this confession remain shrouded in mystery), and was promptly hanged in the public square while receiving its last rites from a priestly executioner. The scene, though documented in a woodcut from the era, defies logic and leaves one shuddering at the extremes of medieval justice.

These bizarre proceedings dragged on until the 18th century, finally fading out amid the Age of Enlightenment and humanity's tentative re-embrace of reason over hysteria and dogma. While manifestly ludicrous by modern standards, the tradition of prosecuting animals serves as an eerie window into a time when logic and hysteria shared an uneasy bedfellowship.

Conclusion

Absurd, merciless, yet strangely meticulous, the practice of indicting animals placed society's extremes on full display - the coexistence of elaborate legal systems, religious fervour, superstitious fear, and utter disregard for reason. With humans now firmly at the apex of the hierarchy of consciousness, such trials are rightly resigned to history's most astonishing legal curiosities. Though the very notion defies modern secular sensibilities, for centuries it was a grim reality when animals had their judgement day in court. Their stories, however, serve as a reminder of the strange and fascinating ways humanity has grappled with the natural world and our place within it.

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References

Evans, E.P. "The Criminal Prosecution and Capital Punishment of Animals." London: Heinemann, 1906.

Hyland, Paul. "Animal Trials of the Middle Ages: An Overview." The Medieval Review, 2017.

BBC News. "When Animals Were Put on Trial." Available at: www.bbc.com/news

The Guardian. "The curious history of animal trials." Available at: www.theguardian.com

Barber, Malcolm. "Superstition and the Law in Medieval Europe." European History Quarterly, 1993.

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The Siege of Syracuse (213–212 BCE) was a pivotal event during the Second Punic War (218-201 BCE), marking one of the most famous confrontations between the Roman Republic and the Kingdom of Syracuse in Sicily. This siege is notable not only for the Roman military efforts but also for the significant role that the famed Greek mathematician and inventor Archimedes played in the city's defense. The strategic importance of Syracuse and the unique defensive technologies invented by Archimedes made this a defining moment in history.

Terry Bailey explains.

*Hiero of Syracuse calls Archimedes to fortify the city.* By Sebastiano Ricci.

The Context of the Siege

By 213 BCE, the Second Punic War was raging, and Rome was embroiled in a life-or-death struggle with the Carthaginian general Hannibal, who had invaded Italy. Syracuse, a wealthy and strategically important city-state, had been a Roman ally but shifted its allegiance to Carthage after the death of its ruler, King Hiero II. His grandson, Hieronymus, had initially taken the throne and allied Syracuse with Carthage. However, after a brief reign, Hieronymus was assassinated, leading to a power struggle and the eventual rise of a pro-Carthaginian faction within the city.

Rome, determined to bring Syracuse back into its fold, sent a large force under the command of Marcus Claudius Marcellus in 213 BCE. Marcellus' goal was to lay siege to the city, retake it for Rome, and neutralize its potential as a Carthaginian stronghold in the Mediterranean.

Archimedes, widely considered one of the greatest scientific minds of antiquity, played a crucial role in the defense of Syracuse. Although his reputation today rests largely on his contributions to mathematics and physics, during the siege, he demonstrated his genius in military engineering. According to historical accounts, most notably from the Roman historian Livy and the Greek historian Polybius, Archimedes designed a series of war machines that helped defend the city against the Roman attacks.

The Roman forces initially underestimated the difficulty of capturing Syracuse. They planned to use a combination of a naval blockade and a land assault to breach the city's formidable defenses. However, Archimedes' inventions dramatically hindered these efforts.

Archimedes' War Machines

  1. The Claw of Archimedes ("The Iron Hand"), one of the most famous of Archimedes' inventions was a massive crane-like device known as the "Claw of Archimedes" or the "Iron Hand." It was designed to defend the city against naval attacks. The Claw consisted of a long arm attached to a series of ropes and pulleys, which extended over the city walls. When Roman ships approached the city, the Claw could be lowered into the water to grasp the hull of the ship. Once securely attached, the mechanism would lift the ship out of the water and violently shake or drop it, often capsizing the vessel. This machine struck fear into the Roman sailors, as ships were unexpectedly lifted and destroyed by an invisible force.

  2. Catapults and Ballistae, Archimedes also designed advanced versions of traditional siege weapons like catapults and ballistae. These machines were used to launch massive stones and projectiles at Roman ships and troops from a great distance. What made these weapons especially effective was their accuracy and the ability to fire at varying ranges, depending on the size of the projectile. Archimedes reportedly calculated the optimal angles and trajectories for launching these missiles, maximizing their impact.

  3. The Burning Mirrors (Archimedes' Heat Ray) perhapsthe most legendary of Archimedes' supposed inventions was a device designed to set Roman ships ablaze using concentrated sunlight. Ancient sources, particularly later accounts from writers like Galen and Anthemius of Tralles, describe Archimedes using large, polished bronze or copper mirrors to focus sunlight onto the sails of Roman ships, causing them to catch fire. Although this story has long been debated among historians and scientists—some suggesting it was more myth than reality—it has endured as part of the lore surrounding Archimedes' genius. Modern experiments have attempted to recreate the "heat ray" with varying degrees of success. While it is unlikely that Archimedes' mirrors were responsible for destroying entire ships, they may have played a psychological role in the defense by intimidating Roman forces, even if simply projecting concentrated sunlight onto the Roman ships.

  4. Defensive Walls and Siege Countermeasures, Beyondhis more dramatic inventions, Archimedes also contributed to the reinforcement of Syracuse's defensive walls and the city's overall preparedness for siege warfare. He designed mechanisms for rapidly reinforcing weak points in the walls and designed traps that could be triggered when Roman forces attempted to scale or breach them. These countermeasures significantly delayed Roman progress and prevented the besieging army from quickly overwhelming the city's defenses.

The Roman Response and the Fall of Syracuse

Despite the effectiveness of Archimedes' war machines, the siege dragged on for two years. Marcellus and his legions were frustrated by their inability to break through the city's defenses. Over time, the Roman commander recognized that a direct assault would continue to be costly, so he shifted his tactics. He tightened the naval blockade and waited for a moment of opportunity.

In 212 BCE, that opportunity came. The Roman forces exploited a lapse in vigilance among the defenders. During a festival honoring the goddess Artemis, part of the Roman army managed to scale the city walls under cover of night and opened the gates from within. Roman soldiers poured into the city, and Syracuse fell to the invaders.

Tragically, Archimedes' life ended during the sacking of Syracuse. According to historical accounts, Marcellus had given explicit orders that the scientist was to be captured alive, likely due to his immense knowledge and the potential value he held for Rome. However, during the chaos of the city's capture, a Roman soldier encountered Archimedes, who was reportedly engrossed in a mathematical problem. When the soldier ordered Archimedes to follow him, the mathematician allegedly responded, "Do not disturb my circles," referring to the geometric figures he was drawing in the sand. The soldier, either misunderstanding or ignoring the orders, killed Archimedes on the spot.

Marcellus was reportedly dismayed upon learning of Archimedes' death, and he ensured that the scientist received full funeral honors.

Aftermath and Legacy

The fall of Syracuse was a significant victory for Rome during the Second Punic War. It removed a major ally of Carthage in the Mediterranean and secured Sicily as a Roman province. Marcellus' triumph over the city earned him the nickname "The Sword of Rome." However, the legacy of the siege is forever intertwined with the genius of Archimedes. His war machines, whether fully real or partially mythologized have captured the imagination of generations.

Archimedes' contributions to science, engineering, and mathematics continue to be studied to this day. His work in mechanics, particularly the understanding of levers and pulleys, laid the foundation for centuries of technological development. The siege of Syracuse demonstrates not only the practical applications of his genius but also the tragic loss of knowledge that sometimes accompanies war.

In the centuries following the siege, Archimedes became a symbol of the intersection between science and warfare, showing how intellect could alter the course of battle. The inventions attributed to him are part of the broader history of ancient military engineering, influencing Roman and later Byzantine defensive technologies.

In conclusion, the Siege of Syracuse stands as a testament to both the military prowess of Rome and the extraordinary intellect of Archimedes. While the Roman victory secured Syracuse and furthered their dominance in the Second Punic War, it was Archimedes' remarkable contributions to the city's defense that left an indelible mark on history.

His innovative war machines not only delayed the inevitable fall of Syracuse but also showcased the power of scientific ingenuity in warfare. The ultimate capture of Syracuse by Rome marked a turning point in the Second Punic War, weakening Carthaginian influence and securing Sicily as a critical province for the Roman Republic.

However, the siege also highlights the tragedy of war, symbolized by the death of Archimedes, one of antiquity's greatest minds. His mathematical and engineering brilliance, demonstrated during the siege, became a source of fascination for later generations, blending fact and legend.

Archimedes' inventions—whether fully realized or part of myth—illustrate the potential for scientific thought to shape the course of history.

His understanding of mechanics, optics, and physics laid the groundwork for future developments in science and engineering, while his role in the defense of Syracuse remains a symbol of how intellect can influence the outcomes of even the most formidable military struggles. Ultimately, the Siege of Syracuse serves as a reminder of the enduring legacy of Archimedes and the often bittersweet intersection of science, war, and human endeavor.

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Notes

Sicily was originally taken from Carthaginian control during the First Punic War (264–241 BCE) and became the first province of the Roman Republic. The Kingdom of Syracuse was an allied independent region in the southeast of the island and a close ally of Rome during the long reign of King Hiero II

Point of interest:

One of the most interesting anecdotes concerning Archimedes and the King of Syracuse is the story of him running down the street naked shouting Eureka, (Greek: εὕρηκα, I have found).

Archimedes noticed while taking a bath that the level of the water in the tub rose as he got in, thus realizing that this effect could be used to determine the golden crown's volume, which was a problem the king had set him to discover if the metal worker who had made the crown was cheating the king out of gold by mixing fewer precious metals.

The water is incompressible, therefore when the crown was submerged it would displace an amount of water equal to its volume, thereby, dividing the mass of the crown by the volume of water displaced, and its density could be obtained.

Needless to say, if less precise and less dense metals had been added, the density would be lower than that of gold. This is what Archimedes discovered thus proving that silver had been mixed in with the gold and the metal worker was indeed cheating the king out of gold.

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During the U.S. Civil War, the Confederate States had their constitution. Here, Jeb Smith considers the constitution. He includes consideration of Confederate state sovereignty, fiscal responsibility, and anti-discrimination.

This is part 4 in a series of extended articles from the author related to the US Civil War. Part 1 on Abraham Lincoln and White Supremacy is here, part 2 on the Causes of Southern Secession is here, and part 3 on whether the Civil War was fought for slavery or States’ rights here.

*Jefferson Davis, President of the Confederate States, in 1862.*

"When the dogmas of a sectional party...threatened to destroy the sovereign rights of the States, six of those States, withdrawing from the Union, confederated together to exercise the right and perform the duty of instituting a Government which would better secure the liberties for the preservation of which that Union was established."

  • Jefferson Davis Inaugural Address, Richmond, Virginia, 1862

"It was clear from the actions of the Montgomery convention that the goal of the new converts to secessionist was not to establish a slaveholder's reactionary utopia. What they really wanted was to create the Union as it had been before the rise of the new Republican party."

  • Robert Divine, T.H Bren, George Fredrickson, and R Williams, America Past and Present, HarperCollins, 1995

The original states that left the Union did so as separate and sovereign republics but soon entered into a confederacy.[1] Their capital was located in Montgomery, Alabama. Delegates from the seceding states joined together and formed the Confederate Constitution on March 11, 1861. The South sought to restore the Constitution as the founders originally intended it to be.

Confederate President Jefferson Davis said, "The constitution framed by our founders is that of these confederate states." When the state legislators of Texas joined the Confederacy, they informed the crowd gathered in Austin on April 1, 1861, that "The people will see that the Constitution of the Confederate States of America is copied almost entirely from the Constitution of the United States. The few changes made are admitted by all to be improvements. Let every man compare the new with the old and see for himself that we still cling to the old Constitution made by our fathers." As historian Marshall DeRosa summarized in Redeeming American Democracy, "The confederate revolution of 1861 was a reactionary revolution aimed at the restoration of an American democracy as embodied in the Constitution of 1789."

While the Confederate constitution was in many ways nearly identical to that of the old Union, the North had taught the South how a majority could eradicate constitutional liberty. Consequently, the Southern statesmen sought to prevent tyranny in their Confederacy. The Confederate Constitution differs from the United States constitution in various areas as the South sought to preserve self-government via diverse self-governing states. To accomplish this end, they strictly limited central powers. As a result, the differences between the documents can tell us about the causes that led to the Southern withdrawal.

Confederate State Sovereignty

We, the people of the Confederate States, each State acting in its sovereign and independent character, in order to form a permanent federal government, establish justice, insure domestic tranquillity, and secure the blessings of liberty to ourselves and our posterity — invoking the favor and guidance of Almighty God — do ordain and establish this Constitution for the Confederate States of America.

  • Confederate Constitution Preamble

The creators of the southern Constitution made it clear that the states were sovereign. In the Confederacy, no one would be able to claim that authority rested with the central government as Republicans had in the old Union. The United States Constitution reads, "We the people of the United States, in order to form a more perfect Union...." the Confederate version reads, "We the people of the Confederate States, each state acting in its sovereign and independent character ..."

As sovereign confederated states, they could exercise nullification or secession to protect their citizens from federal coercion. We will discuss nullification and secession in more detail in a later chapter, but they were the two antebellum modes of dealing with the federal government when it stepped past its delegated powers. In The Rise and Fall of the Confederate Government, Confederate president Jefferson Davis wrote, "It was not necessary in the Constitution to affirm the right of secession, because it...was an attribute of sovereignty, and the states had reserved all which they had not delegated." The southern states that ratified the Confederate Constitution kept the right to secession in their state constitutions. For example, the Alabama state constitution reads:

Section 2. All political power is inherent in the people, and all free governments are founded on their authority and instituted for their benefit; and that, therefore, they have at all times an inalienable and indefeasible right to change their form of government in such manner as they may deem expedient.

According to a well-known secession document we call The Declaration of Independence, it is an inalienable right to have a government that represents you and not a distant majority or a powerful national party. Southerners believed this was no less true in 1861.

In response to claims made by Lincoln, the Confederate Constitution also declared that the people of the states had sovereignty and not the entirety of people. Each state was separate from the others and sovereign within its jurisdiction. Decentralization, or "states' rights," allowed multiple diverse sets of governments to coexist; it preserved self-governance and benefited "we the people." Decentralization, or localism, is based on populations creating laws organically for their benefit. To get a sense of what decentralization provides, imagine your preferred political party (not just your party, but your brand of the party) winning every election at every level. Not only that, you would not have to spend time and money fighting the other party to prevent men from gaining power that you don't want them to have. You could create unified blocs of society and live with like-minded people.

On the other hand, centralization occurs when forces far from these self-governing localities impose their ways on numerous smaller localities because of their power and influence. In such a situation, the former free individuals, over time, lose their self-governance and ability to choose from a diverse set of customs. Instead, they become tools to benefit those in power in distant lands under the increasingly conformist policy. The only people decentralization harms are the powerful bureaucrats and politicians. They seek to plunder our wealth to redistribute it to friends and interest groups and purchase a voting bloc to maintain power.

The Southern move towards decentralization is well known and widely accepted. For example, in Redeeming American Democracy, Confederate Constitution scholar Marshall DeRosa wrote, "The confederate framers placed the government firmly under the heads of the states." In The Confederate States of America, Southern historian E Merton Colter stated, "States rights dogma...produced secession and the confederacy." In his book Clouds of Glory: The Life and Legend of Robert E Lee, Michael Korda said the South's "first concern was states' rights." In Ken Burn's Civil War documentary, the narrator states, "The Confederacy was founded upon decentralization." Southern writer Lochlainn Seabrook, in his book The Constitution of the Confederate States of America, explained that the Confederacy put "emphasis on small government and states’ rights." Professor Marshall DeRosa quotes Judge Robertson of Confederate Virginia Supreme Court Case Burroughs v Peyton in 1864 as stating, "{The Confederate} Congress can have no such power over state officers. The state governments are an essential part of the political system, upon the separate and independent sovereignty of the states, the foundation of the Confederacy rests."

The South removed the term "general welfare" from the preamble since Republicans used the term to claim the federal government had powers for their federally funded internal improvements. In the Confederate Constitution, the states had the right to recall powers delegated, not granted to Congress. The CSA's 10th amendment gave the state authority over the federal government. Due to the fact the states were sovereign, the Confederacy never even organized a supreme court.[2] When discussion in the South arose over a supreme court, William Yancy of Alabama said, "When we decide that the state courts are of inferior dignity to this court, we have sapped the main pillars of this confederacy." In The State Courts and the Confederate Constitution Journal of Southern History, J G DeRoulhac Hamilton wrote, "The fear of centralizing tendencies, past experiences under the federal supreme court, and a desire to protect states' rights led to the failure to establish a confederate supreme court."

Further, the states, not Congress, had the power to amend the Constitution, and a state convention could occur to modify the Constitution without federal involvement. Just three states were needed to call a convention, so a minority section, as the South had been under the old Union, could prevent bullying by concentration of power within the Confederacy.

The state officials elected senators to represent their states and appointed them to protect against federal officials, they were truly representing their states. They were not just another number to be counted in national party voting wars.[3] Confederate officials working in a state were subject to impeachment by that state. Even the country's capital would not be permanent but move from state to state to avoid centralizing power.

There were no political parties within the Confederacy. Instead of power being handed over to bureaucrats, big industry, and private interest groups, the people would maintain control. The South, in general, disliked campaigns associated with elections, and the CSA Presidents could not be reelected for this reason. In 1861, Alexander Stephens told Virginians, "One of the greatest evils in the old government was the scramble for public offices—connected with the Presidential election. This evil is entirely obviated under the Constitution, which we have adopted."[4]

Fiscal Responsibility and Anti-Discrimination

"One leading idea runs through the whole—the preservation of that time-honored Constitutional liberty which they inherited from their fathers....the rights of the States and the sovereign equality of each is fully recognized—more fully than under the old Constitution...But all the changes—every one of them—are upon what is called the conservative side take the Constitution and read it, and you will find that every change in it from the old Constitution is conservative."

  • Hon. Alexander H. Stephens, Speech to the Virginia Secession Convention, April 23, 1861

The Confederate constitution was more libertarian economically than the U.S. version. In her article, Cash for Combat, published in the Americas Civil War magazine, Christine Kreiser wrote, "The Confederacy was founded on the proposition that the central government should stay out of its citizen's pockets."

The federal government was extremely limited in its spending. The Constitution required fair trade, a uniform tax code, and omnibus bills to be restricted. Because subsidies and corporate bailouts were excluded, lobbyists and bureaucrats would struggle to advance their agendas. To avoid special favors for supporters and to disrupt the lifeblood of corruption and political parties, Congress would handle each bill separately to guarantee that politicians could not sneak in favors for their supporters. This would help encourage actual statesmen to represent their local communities (states) at the federal level instead of purchasing campaigning politicians working for political parties and capitalists.

The post office had to be self-sufficient within two years of ratification. The CSA President had a line-item veto on spending, and no cost overruns were allowed on any contracts. These changes would help to hold elected officials accountable and keep them honest. Politicians would be forced to give an actual cost to a proposed bill, and if it were to exceed the price, they would be held accountable. A failed project due to cost overruns would not only devastate those who pushed for it, but would turn the voters against any future proposed endeavors. And a greater consensus was needed to pass expenditure bills in the first place.

"The question of building up class interests, or fostering one branch of industry to the prejudice of another, under the exercise of the revenue power, which gave us so much trouble under the old Constitution, is put at rest forever under the new. We allow the imposition of no duty with a view of giving an advantage to one class of persons, in any trade or business, over those of another. All, under our system, stand upon the same broad principles of perfect equality."

  • Alexander Stephens "Cornerstone Address," March 21, 1861

Likewise, politicians could not steal from one section of the country and give to another; they could not set one section of people against another to plunder the despised section, and Congress could not foster any one branch of any industry over another. Speaking to the Virginia

Convention, Vice President Stephens said, "No money shall be appropriated from the common treasury for internal improvement, leaving all such matters for the local and state authorities. The tariff question is also settled." These changes would help stifle any internal hatred and anger caused by setting one section or party of the country against another.

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com

[1] This article was taken with permission from a section of Defending Dixie’s Land: What Every American Should Know About The South And The Civil War.

[2] Such was provided for in article III of the Confederate Constitution, but was never set up.

[3] Of course this was also true of the United States at this time, the situation changing with the passage of the Seventeenth Amendment in 1913.

[4] For more examples of the CSA Constitution moving to decentralization, see Redeeming American Democracy Lessons From the Confederate Constitution by Professor Marshall DeRosa; The Confederate Constitution of 1861 An Inquiry into American Constitutionalism by Marshall DeRosa;; The Constitution of the Confederate States of America Explained, A Clause-by-Clause Study of the South's Magna Carta by Lochlainn Seabrook; and The Confederate States of America, 1861—1865 by E.Merton Coulter.

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Two paleontologists, one goal: to discover more species of dinosaurs than their opponent at all costs. The rivalry between Othniel Charles Marsh and Edward Drinker Cope went down in history as the Bone Wars or the Great Dinosaur Rush. These names did not come from anywhere. As the conflict between paleontologists grew, a real hostility arose, which often pushed the rivals into unbecoming tricks for scientists. The ruthless fight for fossils was met with criticism from the American scientific community and fascination from the public opinion of the time. Through their persistence and determination, both scientists led to the discovery of a huge number of new species of dinosaurs, and the spectacle of their conflict made dinosaurs more popular than ever before.

Rafal Guminski explains

*Othniel Charles Marsh & Edward Drinker Cope.*

Othniel Charles Marsh and Edward Drinker Cope: From friends to enemies

The participants in this unusual conflict came from very different backgrounds and had many differences. Othniel Charles Marsh was born on October 29, 1831, near Lockport, New York. He was the third child of Mary Gaines Peabody and Caleb Marsh, who were struggling with poverty. As a child, he began to show an interest in fossils and extinct species, influenced by the discovery of fossils during the expansion of the Erie Canal. Growing up, Othniel was unsure what career path he wanted to take, and his choices were limited by his family's financial problems.

The uncertain fate of the young man was changed by his uncle George Peabody, a financier and philanthropist, who financed his education at Phillips Academy. After graduation, Marsh enrolled at Yale, where he became deeply interested in vertebrate paleontology and published the first scientific papers on the minerals and fossils he discovered in Nova Scotia. Marsh turned down an offer of a professorship at Yale University and traveled around Europe, where he attended lectures and met eminent specialists in his field of science.

In 1863, while at the University of Berlin, Marsh met another American, Edward Drinker Cope, who was also on a scientific tour of Europe. Cope was born on July 28, 1840. He was the son of wealthy Quakers Alfred and Hannah Cope. He had a family reputation as a child prodigy with a talent for learning. This did not please his father, who would have preferred his son to follow the family tradition of farming. Edward intended to go his own way, which led him to the Academy of Natural Sciences, where he worked part-time cataloging specimens. In January 1859, Cope, barely 19, published his first scientific paper on the research he was developing. Alfred finally realized that there was no way he could have kept his son on the farm and decided to pay for his tuition at the University of Pennsylvania, as well as tutoring in German and French. Armed with a solid educational background, Cope became a member of the Academy of Natural Sciences, which opened the way to publish the results of his research.

Cope set off on a journey through European universities and museums at a similar time to Marsh. The scientists quickly took a liking to each other. They were united by their passion and the fact that they had avoided participation in the U.S. Civil War. Their backgrounds and scientific achievements were different – ​​Cope had no formal education and therefore no academic title. He would have been a paltry figure compared to his older colleague, except that the 25-year-old Cope already had 37 scientific papers to his name, while Marsh had only two. Cope was a violent and unpredictable man. Marsh was calmer and more thoughtful. However, both were equally quarrelsome and stubborn. The Americans spent several days together in Berlin, and after leaving the city, they exchanged letters, sent each other photos, and even found fossils.

The Bone Wars: Elasmosaurus and discoveries in Black Hills

At first, there was no indication that this friendship would turn into a deadly rivalry. After returning from Europe, Marsh convinced his wealthy uncle to fund the Peabody Museum of Natural History, of which he became director. Meanwhile, Cope became a professor of zoology at Haverford College. That all changed when the two scientists met at a dig in New Jersey, where some of the first dinosaur fossils in the United States were discovered. After the official dig was over, Marsh, using the fortune his deceased uncle left him, bribed workers at the marl pits to send him all the fossils they found. Soon the friends began to attack each other in publications, but it was Marsh who dealt the critical blow. He announced that Cope’s reconstruction of the skeleton of Elasmosaurus (a genus of plesiosaurus, a marine dinosaur) had one significant flaw. The head had been placed where the tail should have been and… he was right. Thus began a fierce and not always fair competition over which paleontologist would discover more new prehistoric species and put the other to shame.

Humiliated, Cope responded by conducting excavations in Kansas and Wyoming, which Marsh considered his territory. Any pretense of camaraderie and professionalism disappeared by 1873. The western United States was of great interest to paleontologists at that time, with reports of numerous finds coming from there. Marsh and Cope also discovered many fossils, but not all could be counted as "new." Many of the fossils were previously discovered specimens that had to be properly identified and classified. In this field, Marsh was the clear leader, who placed many completely unique species of mammals in a new order of mammals, which he called Cinocerea. Outclassed in the field of excavations, Cope decided to take the fight to the arena of nomenclature and proposed his own classification of mammals, which of course rejected his rival's proposal.

Marsh had no intention of accepting Cope's classification and once again took the fight to the excavations. He saw the opportunity for discovery in the Dakota Territory in the Black Hills, where gold had been discovered, which for a paleontologist meant a great chance of accidental finds. However, the tense relations between the government and the Native Americans living in the area proved to be a serious problem. Marsh, however, was determined to get involved in the conflict. He reached an agreement with Red Cloud, the chief of Oglala Lakota, to whom he promised that in return for permission to excavate, he would share with him the profit from the sale of fossils and support the Native American cause in Washington. Marsh obtained many valuable finds. He also fulfilled his part of the agreement and after the excavations were completed in 1875, he represented the Oglala Lakota and Red Cloud's cause to the Interior Department and President Ulysses S. Grant.

Como Bluff: Final showdown of the Bone Wars

Marsh's financial independence gave him a significant advantage over his rival. He could dig wherever and whenever he wanted. He also spared no penny for people who were the first to inform him about new discoveries. This is exactly what happened in 1877 in Wyoming, where during a hike on the Como Bluff ridge, Arthur Lakes, a teacher, noticed giant bones embedded in the rock. The discoverer reported the find to Marsh, who additionally paid him to keep it a secret. The excavations at Como Bluff turned out to be very successful for Marsh. In the December issue of the American Journal of Science, the scientist described, classified and named dinosaurs known to everyone today, such as: Stegosaurus, Allosaurus and Apatosaurus.

Such huge finds could not be kept a secret and eventually Cope also got his chance to discover. A real war broke out between teams of rival paleontologists. Bribery, espionage and theft were commonplace. There were also fights and throwing rocks at each other. Cope and Marsh were so eager to defeat their opponent that they would cover up explored areas to prevent their opponent from exploring them. Less significant or damaged fossils were destroyed just to prevent them from falling into the hands of their rival.

The excavations, carried out on a massive scale and without restraint, led to financial ruin for the rivals. The scientific world, tired of their spite and mockery damaging the reputation of American paleontology, turned its back on them. However, neither money nor the scientific community stopped Marsh and Cope from continuing their rivalry, which only ended with Cope's death in 1897. Even in the face of death, Cope decided to finally prove that he was better than Marsh, so he had his brain preserved and weighed in the hope that it would be larger than his rival's. Surprisingly, Marsh did not accept the challenge. He died two years later.

Othniel Charles Marsh and Edward Drinker Cope left behind a huge scientific legacy. Although their hostile rivalry was senseless, it was also effective. Paleontologists discovered a total of 136 new species of dinosaurs including: Triceratops, Diplodocus, Camarasaurus and Coelophysis, 80 of which belong to Marsh. From the point of view of numbers, Marsh won the competition, but the contribution to the development and popularization of paleontology of both scientists is difficult to overestimate.

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References

· Caparas G., The Bone Wars: How a Bitter Rivalry Gave the Spotlight to Paleontology, “Modern Sciences”, https://modernsciences.org/the-bone-wars-how-a-bitter-rivalry-gave-the-spotlight-to-paleontology/.

· Colbert E. H., The Great Dinosaur Hunters and Their Discoveries, Dover Publications, Mineola 1984.

· Jaffe M., The Gilded Dinosaur: The Fossil War Between E. D. Cope and O. C. Marsh and the Rise of American Science: Three Rivers Press, New York 2000.

· Penick J., Professor Cope vs. Professor Marsh, “American Heritage” 22 (5), 2010.

· Shor E., The Fossil Feud Between E. D. Cope and O. C. Marsh: Exposition Press, Detroit 1974.

· Switek B., The Bone Wars: how a bitter rivalry drove progress in palaeontology, “Science Focus’, https://www.sciencefocus.com/nature/the-bone-wars-how-a-bitter-rivalry-drove-progress-in-palaeontology.

· Wallace D.R., The Bonehunters' Revenge: Dinosaurs, Greed, and the Greatest Scientific Feud of the Gilded Age, Houghton Mifflin Books, Boston 1999.

· Wilford, J. N., The Fossil Wars, “New York Times”, 1999, November 7.

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The Battle of Cape Matapan, fought between March 27 and March 29, 1941, was a pivotal naval engagement during the Second World War. Taking place off the southern coast of Greece, it marked a significant victory for the British Royal Navy against the Italian Regia Marina.

Terry Bailey explains.

The Italian Battleship *Vittorio Veneto* firing her guns in March 1941.

As the Second World War intensified, the Mediterranean became a critical theatre of operations for both the Axis and Allied powers. Control of the sea lanes in this region was vital for the supply lines of the British Empire and the Axis powers, particularly for Italy, which sought to dominate the eastern Mediterranean and secure its holdings in North Africa.

By early 1941, the Italian Navy had suffered several setbacks, including the British raid on Taranto in November 1940, where the Royal Navy's Fleet Air Arm crippled the Italian battleships Littorio, Conte di Cavour, and Caio Duilio. Despite this, the Regia Marina remained a formidable force, with superior numbers of surface ships compared to the Royal Navy's Mediterranean Fleet.

The immediate catalyst for the Battle of Cape Matapan was the Italian desire to assert control over the eastern Mediterranean and support their forces in North Africa. Admiral Angelo Iachino, commander of the Regia Marina, was tasked with leading a significant operation to intercept British convoys bound for Greece and Crete. Unknown to the Italians, however, the British had a critical advantage: the ability to decode Italian naval communications, thanks to the work of the Bletchley Park codebreakers.

The breaking of codes by British cryptanalysts at Bletchley Park was one of the war's greatest intelligence coups. By early 1941, the British had made significant progress in deciphering German and Italian military communications. This capability allowed them to anticipate Axis movements and prepare accordingly.

In the case of Cape Matapan, Bletchley Park had intercepted and decrypted Italian naval signals, revealing the details of Admiral Iachino's planned operation. This intelligence was swiftly passed on to Admiral Sir Andrew Cunningham, the commander of the Royal Navy's Mediterranean Fleet.

With this foreknowledge, Cunningham was able to plan a decisive counteraction. Cunningham, a seasoned and aggressive naval commander, quickly assembled a task force to intercept the Italians. His fleet included the battleships HMS Warspite, HMS Valiant, and HMS Barham, the aircraft carrier HMS Formidable, 7 light cruisers, and 17 destroyers. The stage was set for a confrontation that would decisively alter the naval balance in the Mediterranean.

On the 27th of March, 1941, Admiral Iachino set sail with a force that included the battleship Vittorio Veneto, 6 heavy and 2 light cruisers, in addition to, 13 destroyers. His objective was to intercept a supposed British convoy; however, the real target was an opportunity presented by the British Fleet, which had left its base in Alexandria, Egypt.

As the two fleets approached, the British launched air strikes from HMS Formidable. These attacks, though initially unsuccessful inflicted significant damage, forcing the Italians to alter their course and delay their advance. A subsequent air strike on the 28th of March scored a crucial hit on Vittorio Veneto, damaging her propellers and reducing her speed. This allowed Cunningham to close the distance.

The critical phase of the battle occurred on the night of March 28th - 29th. The Royal Navy had honed its night-fighting skills, a domain in which the Italian Navy was significantly less experienced. Using radar technology, which the Italians lacked, Cunningham's forces were able to locate and engage the Italian ships with deadly precision.

The Italian cruisers Zara, Fiume, and Pola, along with several destroyers, found themselves caught in a deadly rain of fire from the British battleships. In a matter of minutes, the British guns tore the Italian ships apart. The Pola, which had been immobilized by an earlier air strike, became an easy target and was finished off at close range. The Zara and Fiume were similarly destroyed, along with two destroyers, Alfieri and Carducci.

Admiral Iachino, realizing the hopelessness of the situation, ordered his remaining ships to retreat. The battle was a devastating defeat for the Regia Marina, with 3 heavy cruisers, and 2 destroyers sunk, in addition to, 1 Battleship and 1 destroyer damaged with over 2,300 Italian sailors killed and 1015 captured. The British, by contrast, suffered minimal losses, 3 killed, 1 aircraft lost and slight damage to 4 light cruisers.

Key Figures

Admiral Sir Andrew Cunningham

On the British side, Admiral Sir Andrew Cunningham was the mastermind behind the victory. His aggressive tactics and willingness to engage the enemy directly, combined with the advantage of intelligence from Bletchley Park, proved decisive. Cunningham's leadership during the battle further solidified his reputation as one of the Royal Navy's most effective commanders.

Admiral Angelo Iachino

Admiral Angelo Iachino, the Italian commander, found himself outmatched despite his competent leadership and the strength of his fleet. The lack of radar and the element of surprise lost due to the deciphering of codes left him in an untenable position. His decision to withdraw the surviving ships likely prevented an even greater disaster, but the loss of so many vessels and men was a severe blow to the Regia Marina.

The Battle of Cape Matapan was a turning point in the naval war in the Mediterranean. The defeat severely weakened the Italian Navy's ability to challenge British control of the Mediterranean sea lanes. The loss of three heavy cruisers and two destroyers, combined with the psychological impact of the defeat, meant that the Regia Marina would be hesitant to engage the Royal Navy in large-scale fleet actions for the remainder of the war.

For the British, the victory at Cape Matapan bolstered morale and reaffirmed the effectiveness of their naval tactics, particularly night-fighting and the use of radar. It also demonstrated the value of intelligence in modern warfare, with the success of the codebreakers playing a crucial role in the outcome.

In the broader context of the war, the battle helped to secure the eastern Mediterranean for the Allies, ensuring the continued flow of supplies to Malta and North Africa. It also contributed to the eventual defeat of Axis forces in the region, as control of the sea allowed the Allies to launch and support offensives in North Africa, later the landing in Sicily and mainland Italy which led to the eventual expulsion of Axis forces from continental occupation.

Legacy of the Battle

The Battle of Cape Matapan is remembered as one of the numerous important Royal Navy victories of the Second World War. It showcased the importance of technological superiority, intelligence, and leadership in naval warfare. For the Italians, it was a bitter lesson in the dangers of underestimating the enemy and the necessity of modernizing naval capabilities.

In the years following the battle, the lessons learned at Cape Matapan would influence naval tactics and strategy. The importance of radar, training ships' companies in the techniques of night-fighting, and the integration of air power into naval operations became increasingly evident, shaping the future of naval warfare.

The defeat also had political ramifications in Italy, contributing to growing dissatisfaction with the war effort and the leadership of Benito Mussolini. The loss at Cape Matapan, combined with other military failures, eroded the confidence of the Italian people and military in their leadership, setting the stage for Italy's eventual capitulation in 1943.

In conclusion, the Battle of Cape Matapan was more than just a clash of fleets; it was a confrontation between two different approaches to naval warfare. The British, with their emphasis on intelligence, technology, and aggressive tactics, emerged victorious against the Italian fleet. The battle's outcome had far-reaching consequences, shaping the course of the war in the Mediterranean and reinforcing the importance of naval power in modern warfare, in particular the use of aircraft.

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Points of interest:

Italian Admiral Iachino wrote that:-

"The battle had the consequence of limiting for some time our operational activities, not for the serious moral effect of the losses, as the British believed, but because the operation revealed our inferiority in effective aero-naval cooperation and the backwardness of our night battle technology".

Admiral Cunningham

Admiral Cunningham retired as Admiral of the Fleet Andrew Browne Cunningham, 1st Viscount Cunningham of Hyndhope, KT, GCB, OM, DSO & Two Bars.

Admiral, (at the time of the battle), Cunningham was so grateful for the code breaker's work in respect to his naval victory that a few weeks after the battle he dropped into Bletchley Park to congratulate the team of ladies responsible for providing him with the insightful intelligence that enabled him to execute such a one-sided victory.

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Andrew Johnson assumed the presidency of the United States shortly after the conclusion of the Civil War, following the tragic assassination of Abraham Lincoln. His sudden rise to power presented him with the daunting task of determining the fate of the former Confederacy, its people, and its leaders. This unexpected turn of events placed him in the midst of one of the most critical challenges in the nation's history, thrusting him into the spotlight despite his relatively obscure background. His lack of preparation has echoed down through the ages.

Lloyd W Klein explains.

An engraving of President Andrew Johnson.

Rise to the Presidency

Johnson was born into poverty and did not have the opportunity to attend school. Despite this, he apprenticed as a tailor and worked in various frontier towns before settling in Greeneville, Tennessee. Although he never received a formal education, he compensated by hiring others to read to him while he worked and his wife also assisted him in learning. Johnson possessed a remarkable memory and a talent for public speaking, qualities that were highly valued during that time and served as an advantage in his political career. He began his political journey as a town alderman and mayor, eventually moving on to serve in the state house and senate before being elected to Congress.

Johnson's stance during the secession of the Southern slave states, including Tennessee, demonstrated his unwavering loyalty to the Union. Despite the secession, he remained in his position as a senator, distinguishing himself as the only sitting senator from a Confederate state who did not resign upon secession. His commitment to the Union was further solidified when he was appointed as the Military Governor of Tennessee by Lincoln in 1862. Johnson's dedication to national unity was evident when he was chosen as Lincoln's running mate in the 1864 election, becoming vice president after a successful campaign that emphasized the importance of unity in a divided nation.

With the defeat of Lee's and Johnston's armies, along with the capture of Richmond and Jefferson Davis, the Union had prevailed in the war. But now the great question was how to craft a successful peace. The focus shifted to the challenging task of establishing a lasting peace. The tragic assassination of Abraham Lincoln added another layer of complexity to the situation, as Andrew Johnson assumed the Presidency amidst a nation grappling with grief and uncertainty.

Lincoln’s Concept of Reconstruction

The post-war period presented a multitude of complex issues for Lincoln and other leaders to address. Questions arose regarding the duration of the occupation, the terms for readmitting seceding states, and the division of responsibilities between the legislative and executive branches in shaping the future of the nation. Additionally, the status of newly emancipated Black citizens in the South and across the country posed significant legal and social challenges that demanded careful consideration.

Lincoln's approach emphasized the swift reintegration of the Southern states into the Union, recognizing the importance of jumpstarting the region's economy and avoiding prolonged occupation. While acknowledging the deep-seated racial tensions in the South, Lincoln believed in the potential for southern unionism to facilitate a speedy reconciliation. The abolition of slavery marked a significant moral victory, yet the practical implications of this monumental change required thoughtful deliberation to ensure a stable and just post-war society.

The "10% Plan" served as Lincoln’s initial policy principle, whereby once 10% of the voters in a state had pledged their allegiance to the United States and committed to emancipation, delegates could be elected to draft new state constitutions and establish state governments. This approach, first implemented in Louisiana during the autumn of 1862, granted a full pardon to most Southerners, excluding high-ranking Confederate army officers and government officials. General Benjamin Butler was tasked by Lincoln to oversee elections in New Orleans for the two seats in the US House of Representatives within the occupied territory.

The 10% Plan gained significant popularity due to its political astuteness. Radical Republicans supported it as it ensured emancipation, while conservative Republicans endorsed it for its potential to expedite reunification. As the New York Herald aptly noted, the art of balancing two opposing forces was exemplified: “… the trick of riding two horses wasn’t limited to the circus.”

With Union forces gradually gaining control over Southern regions, Lincoln implemented this wartime measure to reinstate state governments. The plan aimed to incentivize a swift end to the war and advance his emancipation objectives, as it offered protection for private property but not for slaves.

The Wade-Davis Agreement, or Congress's Response to the Ten Percent Plan

Congress felt that Lincoln's measures would allow the South to maintain life as it had before the war. Their measure required a majority – more than 50% not just 10% -- in former Confederate states to take an Ironclad Oath, which essentially said that they had never in the past supported the Confederacy. The bill passed both houses of Congress on July 2, 1864, but Lincoln pocket vetoed it, and it never took effect.

After Lincoln’s assassination in April 1865, Congress had the advantage in shaping policy regarding the South. It imposed the tougher requirements for re-admission advocated in the Wade-Davis Bill, resulting in a prolonged and unsuccessful Reconstruction era.

"Restoration": President Johnson's Plan for Reconstruction

Following Abraham Lincoln's death, President Johnson based his reconstruction plan on Lincoln's 10% plan. Johnson implemented his own form of Presidential Reconstruction, a series of proclamations directing the seceded states to hold conventions and elections to reform their civil governments. His plan called for granting amnesty and returning people's property if they pledged to be loyal to the United States. He issued the Amnesty Proclamation on May 29, 1865.

Southern states returned many of their old leaders and passed Black Codes to deprive the freedmen of many civil liberties, but Congressional Republicans refused to seat legislators from those states and advanced legislation to overrule the Southern actions. Johnson vetoed their bills, and Congressional Republicans overrode him, setting a pattern for the remainder of his presidency.

Johnson's concept of Reconstruction was characterized by a lenient approach towards the Southern states that had seceded during the Civil War. He aimed to restore the Southern states to the Union as quickly as possible. He believed that the states had never truly left the Union, and thus, their return should be relatively straightforward. He preferred minimal federal intervention in the South’s affairs. He granted widespread pardons to former Confederates who pledged loyalty to the Union, except for high-ranking officials and wealthy planters, although many of these were eventually pardoned as well. He also thought that Southern states should be allowed to manage their own Reconstruction, including the establishment of new governments and the creation of laws and constitutions. This allowed many pre-war political leaders and elites to regain power.

Johnson did not prioritize the protection or expansion of rights for newly freed African Americans. He opposed the Fourteenth Amendment, which granted citizenship and equal protection under the law to former slaves, and vetoed the Civil Rights Act of 1866, though Congress overrode his veto. Johnson's opposition to the Fourteenth Amendment, which granted citizenship to former slaves, further fueled the conflict with Congress.

Terms of the Amnesty

The Confederate states were required to uphold the 13th Amendment, which abolished slavery; swear loyalty to the Union; and pay off their war debt. Then they could re-write their state constitutions, hold elections, and begin sending representatives to Washington.

Confederate leaders would have to apply directly to President Johnson in order to request pardon. Johnson issued over 13,000 pardons during his administration, and he passed several amnesty proclamations. The last one, issued Christmas Day 1868, granted sweeping pardons to former Confederates, including former Confederate President Jefferson Davis.

It required that half of all former Confederate states voters swear allegiance to the US and swear that they never supported the Confederacy. It expressly said that “each officer and man will be allowed to return to his home, not to be disturbed by United States authority so long as they observe their paroles and the laws in force where they may reside".


There were 14 classes of exemption. These former political and military leaders had to apply to the president for a special pardon.

“The following classes of persons are excepted from the benefits of this proclamation:

First – All who are or shall have been pretended civil or diplomatic officers, or otherwise domestic or foreign agents of the pretended Confederate Government.

Second – All who left judicial stations under the United States to aid the rebellion.

Third – All who shall have been military or naval officers of said pretended Confederate Government above the rank of Colonel in the army or Lieutenant in the navy.

Fourth – All who left seats in the Congress of the United States to aid the rebellion.

Fifth – All who resigned or tendered resignations of their commissions in the army or navy of the United States, to evade duty in resisting the rebellion.

Sixth – All who have engaged in any way in treating otherwise than lawfully as prisoners of war persons found in the United States service, as officers, soldiers, seamen, or in other capacities.

Seventh – All persons who have been or are absentees from the United States for the purpose of aiding the rebellion.

Eighth – All military and naval officers in the rebel service who were educated by the government in the Military Academy at West Point, or the United States Naval Academy.

Ninth – All persons who held the pretended offices of Governors of States in insurrection against the United States.

Tenth – All persons who left their homes within the jurisdiction and protection of the United States and passed beyond the Federal military lines into the so-called Confederate States, for the purpose of aiding the rebellion.

Eleventh – All parties who have been engaged in the destruction of the commerce of the United States upon the high seas, and all persons who have made raids into the United States from Canada, or been engaged in destroying the commerce of the United States upon the lakes and rivers that separate the British Provinces from the United States.

Twelfth – All persons who at the time when they seek to obtain the benefits hereof by taking the oath herein prescribed, are in military naval, or civil confinement, or custody, or under bonds of the civil, military or naval authorities or agents of the United States, as prisoners of war, or persons detained for offences of any kind either before or after conviction.

Thirteenth – All persons who have voluntarily participated in said rebellion, and the estimated value of whose taxable property is over twenty thousand dollars.

Fourteenth – All persons who have taken the oath of amnesty as prescribed in the President's Proclamation of December 8, A.D., 1863, or an oath of allegiance to the Government of the United States since the dates of said proclamation, and who have not thenceforward kept and maintained the same inviolate – provided that special application may be made to the President for pardon by any person belonging to the excepted classes, and such clemency will be liberally extended as may be consistent with the facts of the case and the peace and dignity of the United States.”

References:

https://thereconstructionera.com/pres-andrew-johnsons-proclamation-of-amnesty-and-reconstruction-may-1865/

https://www.nps.gov/anjo/andrew-johnson-and-reconstruction.htm


Congressional Reconstruction, or the Military Reconstruction Acts

Johnson's policies brought him into conflict with the Radical Republicans in Congress, who sought harsher measures for Reconstruction and greater protections for freedmen. This opposition eventually led to his impeachment, though he was acquitted by a single vote in the Senate. Johnson's view was that the war had been fought to preserve the Union, as it was ant bellum. With the war over, he planned to rebuild the country as quickly as possible. He formulated a lenient plan, based on Lincoln's earlier 10% plan, to allow the Southern states to begin holding elections and sending representatives back to Washington.

His amnesty proclamations, however, emboldened former Confederate leaders to regain their former seats of power in local and national governments, fueling tensions with freedmen in the South and Republican lawmakers in the North.

Congressional opposition to Johnson’s policies was primarily the Radical Republicans, a faction within the Republican Party. The Radical Republicans were a group of legislators who advocated for a more stringent and transformative approach to Reconstruction compared to Johnson’s lenient policies. Key figures among his congressional opposition included:

· Thaddeus Stevens: A powerful member of the House of Representatives from Pennsylvania, Stevens was one of the leading Radical Republicans. He championed civil rights for freed slaves and was a principal architect of the Reconstruction Acts and the Fourteenth Amendment

· Charles Sumner: A senator from Massachusetts, Sumner was another prominent Radical Republican. He was a strong advocate for equal rights and suffrage for African Americans and played a significant role in pushing for harsher measures against the former Confederate states

· Benjamin Wade: As President pro tempore of the Senate, Wade was next in line for the presidency during Johnson’s impeachment trial. He was a firm supporter of Radical Reconstruction and believed in using federal power to enforce civil rights and rebuild the South

The Radical Republicans held several key principles that aimed to fundamentally reshape Southern society and ensure the rights of freed slaves. Their approach contrasted sharply with President Andrew Johnson’s lenient policies. There was also a desire among Radical Republicans to punish the former Confederacy and prevent its leaders from regaining power. This included disenfranchising many former Confederates and barring them from holding public office.

Republicans believed in securing civil rights for African Americans. This included passing the Civil Rights Act of 1866, which granted citizenship and equal protection under the law to former slaves. They also supported the Fourteenth Amendment, which enshrined these protections in the Constitution. Republicans advocated for the right to vote for African American men. The Fifteenth Amendment, ratified in 1870, prohibited denying a citizen the right to vote based on race, color, or previous condition of servitude.

Republicans sought to reshape Southern state governments to reflect loyalty to the Union and to ensure the participation of African Americans in the political process. This often meant displacing the pre-war Southern elite from power and instituting new state constitutions that guaranteed civil rights and suffrage for African Americans. They aimed to integrate African Americans into the economic and social fabric of the nation. This included support for institutions like the Freedmen’s Bureau, which assisted former slaves in the form of education, healthcare, and employment opportunities.

To enforce these policies and protect the rights of freedmen, Republicans supported the use of federal troops in the South. The Reconstruction Acts of 1867 divided the South into military districts, where the army oversaw the establishment of new state governments and ensured compliance with federal laws. Passed on March 2nd, 1867, the first Military Reconstruction Act divided the ex-Confederate states into five military districts and placed them under martial law with Union Generals governing. The act also directed that former Southern states seeking to reenter the Union must ratify the 14th Amendment to the Constitution to be considered for readmission. The 14th Amendment granted individuals born in the United States their citizenship, including nearly 4 million freedmen. The Military Reconstruction Act also protected the voting rights and physical safety of African Americans exercising their rights as citizens of the United States.

The Conflict

Andrew Johnson and Congress failed to reach an agreement on a strategy to rebuild the nation after the devastating Civil War. The disparity between Congressional Reconstruction, as detailed in the Military Reconstruction Acts, and Johnson's Presidential Restoration plan was evident. Johnson pursued his own version of Reconstruction, issuing proclamations instructing the seceded states to organize conventions and elections to establish new civil governments.

The Southern states, under Johnson's administration, reinstated many of their former leaders and enacted Black Codes that restricted the rights of freedmen. However, Congressional Republicans refused to recognize the legislators from these states and passed laws to counteract the Southern measures. Johnson consistently vetoed these bills, only to be overridden by Congress, leading to a contentious relationship between the branches of government throughout his presidency.

His attempts to remove Secretary of War Edwin Stanton, in defiance of the Tenure of Office Act, resulted in his impeachment by the House of Representatives. Although he narrowly escaped conviction in the Senate, the power struggle between Johnson and Congress continued to shape the Reconstruction era. Additionally, the establishment of the Freedmen's Bureau by the War Department played a crucial role in providing relief and support to refugees and freedmen in the aftermath of the war.

The establishment of the Bureau of Refugees, Freedmen, and Abandoned Lands, commonly known as the Freedmen's Bureau, took place on March 3rd, 1865, under the War Department's jurisdiction. Its primary responsibilities included overseeing relief efforts and educational initiatives for refugees and freedmen. This encompassed the distribution of essential provisions such as food, clothing, and medicine. Additionally, the Bureau assumed control over confiscated lands and properties in various regions, including the former Confederate States, border states, the District of Columbia, and Indian Territory.

The Outcome

The Radical Republicans prevailed in implementing their vision of Reconstruction for the first few years after the war. They succeeded in passing significant legislation and constitutional amendments that reshaped the South and sought to protect the rights of African Americans. These included The Civil Rights Act of 1866, Reconstruction Acts of 1867, and other laws that aimed to rebuild the South and integrate African Americans into political and social life. Additionally, The Thirteenth, Fourteenth, and Fifteenth Amendments, which abolished slavery, granted citizenship and equal protection, and protected voting rights for African Americans were passed Military oversight and the Freedmen's Bureau played critical roles in enforcing these changes, and opposing violent groups in the South. The Congressional Plan of Reconstruction was eventually adopted and remained in effect until 1877.

However, in the longer term, the Radical Republicans' achievements were significantly rolled back during the late 1870s. The disputed 1876 presidential election resulted in a compromise in which Republican Rutherford B. Hayes became president in exchange for the withdrawal of federal troops from the South. This effectively ended Reconstruction. Southern white Democrats, known as "Redeemers," regained control of state governments. They systematically dismantled Reconstruction-era reforms and restored white supremacy through laws, violence, and intimidation. The late 19th and early 20th centuries saw the establishment of Jim Crow laws, which enforced racial segregation and disenfranchised African Americans. These laws undid many of the advances made during Reconstruction. In conclusion, while the Radical Republicans initially succeeded in imposing their Reconstruction policies, their gains were largely undone by the end of the 19th century, leading to nearly a century of segregation and disenfranchisement for African Americans in the South.

A Better Plan?

Extending the period of federal military presence and oversight in the South could have provided more protection for African Americans and ensured the implementation of Reconstruction policies. This would have helped prevent the rise of white supremacist groups and the rollback of civil rights gains.

Providing substantial economic support to freed slaves, such as land redistribution (e.g., the "40 acres and a mule" promise), would have given them a stronger economic foundation. This could have involved breaking up large plantations and distributing land to former slaves, ensuring they had the means to achieve economic independence. Investing more in education and social services for African Americans would have helped integrate them into American society and economy. The Freedmen's Bureau, which provided education and assistance, could have been expanded and extended. Ensuring the protection of African American voting rights through continued federal oversight and enforcement mechanisms would have been crucial. This could have included measures to prevent voter intimidation and disenfranchisement, such as federal oversight of elections and strict penalties for violations. Building broader political coalitions that included poor whites who might have also benefited from economic reforms could have helped sustain Reconstruction efforts. This would involve addressing class issues alongside racial issues to create more progressive change.

Ideally, a comprehensive land reform program should have been implemented, granting freed slaves their own plots of land for agricultural purposes. The planter class should have lost their privileges and influence. However, the Federal government was keen on expediting the recovery of the southern economy, often prioritizing revenue generation over social justice.

What followed the end of Reconstruction led to a regression in the limited progress achieved in terms of equality, and many of the issues surrounding Reconstruction continue to persist in American society today.

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The legend of the moon eyed people of southern Appalachia has captivated the imaginations of Cherokee Native Americans as well as European settlers, and modern residents of the region alike. The Cherokee legend proclaims that long before the Cherokee people came to the mountains of the southeast, another race of people called the moon eyed people lived in caves and atop the mountains in large forts. Roy Williams explains.

John Sevier.

The moon eyed people were supposedly nocturnal and could not see well during the day, they also supposedly had pale skin due to their lack of exposure to sunlight. Certain stone structures such as the one at Fort Mountain in northwest Georgia are associated with this legend. The Cherokee legend claimed that the moon eyed people and the Cherokee went to war in the past and eventually the Cherokee drove them out from their mountainous territory. This myth captivated the minds of early European settlers who used this myth to claim the ahistorical connection that a previous white race had built the large stone structures in the Appalachian Mountains that the Cherokee claimed the moon eyed people had built.

The legend of the moon eyed people gives us a unique window into the minds of early European settlers in North America. The claim that a previous white race built the stone structures on the mountaintops of southern Appalachia such as the one at fort mountain spread like wildfire as it entered the public consciousness for Euro Americans. The legend was augmented and reconfigured to argue that the moon eyed people were a lost colony of Welsh men who were descendants of the Welsh prince Madoc who supposedly sailed to the Americas long before Christopher Columbus. This legend spread so prolifically that President Thomas Jefferson included correspondence to Lewis and Clarke indicating that they should keep their eyes open for evidence of “Welsh Indians” in their exploration of the territories included in the Louisiana Purchase.

John Sevier

John Sevier was the first governor of Tennessee between 1803 and 1809. Sevier fought in the Cherokee and Chickamauga wars as Euro-American settlers pushed further into Cherokee territory. Sevier supposedly interacted with a Cherokee chief named Ocotosota in the mid-1780s. The source claims that Ocotosota said that he, "told of the fort being built by white men from across the great water." Ocotosota told him that the ruins atop fort mountain were built by white men known as the moon eyed people. This source however is difficult to determine in reliability since chief Ocotosota died in 1783, probably before governor Sevier ever interacted with him.

Benjamin Smith Barton’s book, New Views of the Origin of the Tribes and Nations of America (1797) is another source for these early interactions between the Cherokee and Euro-Americans settlers in describing the myth of the moon eyed people. Barton citing colonel Leonard Marbury describes the story in which the Cherokee expelled the moon eyed people from the mountains of southern Appalachia. Marbury recounts that, "the Cheerake tell us, that when they first arrived in the country which they inhabit, they found it possessed by certain 'moon-eyed-people,' who could not see in the day-time. These wretches they expelled." While this source has issues in determining its validity due to the separation of experience between Barton and Marbury, it does provide another clue into the legend of the moon eyed people and early Euro-American colonial thought.

Cultural significance

The legend of the moon eyed people should not be doubted when considering the cultural significance it plays to the Cherokee people. However, early Euro-American settlers’ perception of this myth should be scrutinized appropriately. The legend of the moon eyed people bears a striking resemblance to the mound builder myth which proliferated in early colonial America and into the 19th century. Native Americans told Euro-American settlers that they had not built the mounds throughout the United States. Archeological and historical research has proved the Mississippian civilization of North America built these structures hundreds and sometimes thousands of years before contemporary Native Americans came to live in these regions such as the Creek and Cherokee people. Euro-Americans settlers took this to mean that a previous advanced white civilization had constructed these structures. The legend of the moon eyed people follows the same trajectory. Euro-American used these structures to create a narrative, from the mounds built by the Mississippians to the enigmatic structures on Fort Mountain in Northwest Georgia to lay claim over the Americas in establishing their legitimacy as heirs to the lands. The mound builder myth has been refuted by archeological surveys proving that the Mississippian civilization built these structures. The ruins atop fort mountain will probably follow the same fate as a forgotten ceremonial or defensive structure built by Native Americans in the distant past. The legend of the moon eyed people endures as an important element of Cherokee culture, however any pseudohistorical claims about lost Welsh princes or ancient white civilizations in North America must be cast aside as a byproduct of the racial ideology of early European settlers.

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References

Tibbs, David (2008). "Legends of Fort Mountain: The Moon-Eyed People / Prince Madoc of Wales". Historical Marker Database. Retrieved April 30, 2013.

"Forsyth County News ('Fort Mountain')". Archived from the original on February 4, 2021. Retrieved February 4, 2021.

Barton, Benjamin Smith, M.D. (1797). New views of the origin of the tribes and nations of America. Philadelphia, Pennsylvania: John Bioren for the author. p. xliv. at Internet Archive

Feder, Kenneth L. (2005). "The Myth of the Moundbuilders" (PDF). Frauds, Myths, And Mysteries: Science and Pseudoscience in Archaeology. Central Connecticut State Univ: McGraw Hill. pp. 151–155, 159–160, 164–166. ISBN 978-0-07-286948-4. Retrieved May 19, 2012.

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Although America’s history is rife with rags-to-riches stories, American Industrialist Andrew Carnegie is probably the best embodiment of the American Dream. Carnegie first worked for pennies a day only to eventually become one of the richest men in history with a net worth of around $309 billion in today’s money. Additionally, other historic figures like Harland Sanders and Biddy Mason experienced similar entrepreneurial success and accumulated wealth beyond their wildest dreams. Their fascinating life stories highlight the potential for economic mobility in America as even people from the poorest backgrounds successfully can achieve huge success.

Cindy Cummings explains.

Harland Sanders

Harland Sanders was the multi-millionaire founder of international fried chicken restaurant, Kentucky Fried Chicken (KFC). Born in 1890 on an Indiana farm, Sanders became accustomed to hard work at a young age as he helped his parents maintain the farm. But, due to conflict at home, Sanders moved out and left school at age 13. He held numerous local jobs, before moving to Alabama to work for the Southern Railway. As an adult, Sanders had a further slew of odd jobs, none of which lasted for long: attorney, insurance seller, lamp manufacturer, tire seller, and gas station owner. In 1930, Sanders, who had a keen interest in food, converted his gas station into a restaurant and began to sell popular ham and steak dinners.

Finally, in 1952, Sanders developed his “Secret Recipe” (aka KFC) and patented his unique method of pressure frying chicken. The first KFC restaurant was then opened by Sanders’ friend and franchisor Pete Harman in Salt Lake City, Utah. During the early 1960s, 600 KFC restaurants were opened across locations including the UK, Mexico, and Canada. Finally, in 1964, Sanders sold the company for $2 million.

Sanders’ hard work, determination, and success continues to inspire entrepreneurs, of which there are some 30 million in the U.S. today (although estimates vary). Those serious about launching their business should ideally start with LLC (limited liability company) formation. An LLC is a legal structure that separates a business owners’ personal and business assets. So, that means all personal assets (money, home, and car) remain untouchable if the business is sued. In fact, 35% of small businesses are LLCs, which makes it the most popular legal structure. But always keep in mind, the best state for your LLC is usually your home state. In most cases, home state LLCs are the simplest and cheapest to set up and maintain.

Biddy Mason

Bridget “Biddy” Mason was born a slave and died free as America’s first female real estate entrepreneur. Born in 1818, Mason spent the first eighteen years of her life enslaved in Georgia, before she was purchased by a Mississippi slave owner. In 1851, Mason’s owner moved with her and her three daughters to California, a state where slavery was outlawed. It is here that Mason petitioned a court for her and her family’s freedom, which they were promptly granted. This marked a turnaround in Mason’s life. Over the next decade, she worked as a nurse and midwife for a local LA doctor, and safely delivered hundreds of babies.

Mason was financially-savvy and saved her money. She soon purchased a small piece of land for $250, and became one of LA’s first black landowners. She later sold this property for a profit. Mason continued to buy up property, build commercial buildings, and open numerous businesses, including, a daycare center and grocery store — despite the fact she couldn’t read or write. Other business owners purchased properties surrounding hers and this area became Downtown LA. By the time of Mason’s death in 1891, she had around $300,000 to her name, which equates to $8.5 million today.

Andrew Carnegie

Andrew Carnegie founded one of the biggest steel businesses in American history. He was born in 1835 into a working class family, who, in an attempt to drag themselves out of extreme poverty, emigrated from Scotland to the U.S. in 1848. Later, Carnegie would become one of the richest men in history. Carnegie got his first job at 13 as a worker in a cotton mill where he was paid $2.50 a week, which he soon left to start at a telegraph company with a better wage ($20 a month). In 1853, he was hired as a telegrapher at Pennsylvania Railroad and used this time to develop professional connections. At age twenty-four, Carnegie was promoted to Western Division superintendent.

After smart financial investments, Carnegie’s total annual income averaged $42,000, and turned his focus to the ironworks trade — a decision which would eventually lead to his huge fortune. In 1892, Carnegie (along with several partners) founded the Carnegie Steel Company. This business became largely responsible for the country’s newfound status as the world’s biggest steel producer. Financier J.P. Morgan purchased Carnegie Steel in 1901 for $480 million, of which Carnegie earned $250 million. This led Carnegie to be worth $309 billion in today’s money.

There’s nothing like a good rags-to-riches story to motivate and inspire. The impact of these historical figures certainly continue to shape the ambitions of entrepreneurially-minded Americans today.

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The Second World War brought about a new dimension of warfare that saw the utilization of vast and often unforgiving terrains as strategic battlegrounds. Among the most inhospitable of these were the deserts of North Africa. The Long Range Desert Group (LRDG), a special operations unit of the British Army, was formed in response to the challenges posed by desert warfare. Established in July 1940, the LRDG was tasked with conducting deep reconnaissance, sabotage, and raids behind enemy lines but reconnaissance was its primary mission.

Terry Bailey explains.

A Long Range Desert Group vehicle in the desert in March 1941.

Concept and founding of the LRDG

The concept of the LRDG was born out of necessity. In 1940, the British Army faced the daunting task of navigating and fighting in the North African desert, a vast and largely unmapped region that stretched across thousands of square miles. Conventional military tactics were rendered ineffective in this environment due to the hostile terrain and extreme temperatures, in addition to, the lack of water, which all presented significant challenges. The British recognized the need for a specialized unit capable of operating in such conditions.

The idea for the LRDG was proposed by Major Ralph Alger Bagnold, OBE, FRS, a British Army officer of the Royal Engineers who had extensive experience in desert exploration. Before the war, Bagnold had spent years studying and surveying large parts of the North African deserts, leading expeditions, and developing techniques for traversing and navigating the desert, moreover, the techniques needed to extract vehicles.

His geographic knowledge of the region, coupled with his understanding of the challenges posed by the desert, made him the ideal candidate to lead the new unit. In June 1940, Bagnold was permitted to form the LRDG. The unit was initially composed of volunteers from commonwealth countries, such as New Zealand, African commonwealth countries and Australia, individuals were chosen for their physical fitness, resourcefulness, self-reliance and ability to endure the harsh conditions of the desert. The LRDG was structured into small, highly mobile patrols, each equipped with modified vehicles capable of carrying large quantities of fuel, water, and supplies.

Training and Equipment

The training of the LRDG was rigorous and focused on survival, navigation, and combat in the desert. Bagnold emphasized the importance of self-reliance, as the patrols would often operate hundreds of miles from the nearest friendly forces. The men were trained in desert navigation using the Sun and stars, in addition to, the maintenance and repair of their vehicles under extreme conditions.

The vehicles used by the LRDG were a critical component of their success. Initially, the unit relied on Chevrolet trucks, which were modified and would carry extra fuel and water, as well as weapons and supplies. The trucks were stripped of unnecessary weight to improve their performance in the sand, and equipped with wide tires to reduce the risk of bogging down. The LRDG also used the iconic Willys Jeep, which proved to be highly effective in the desert environment.

The vehicles of the LRDG were armed with a variety of weapons, including an assortment of machine guns, including the Bren gun, in addition to, the Boys anti-tank rifles. It is worth noting that captured weapons were often utilized by the LRDG, especially the much sought-after Italian Breda 37 or the German MG34 and later the MG42. The personal weapons of patrol members included the Sten submachine guns, Lee-Enfield rifle and later the Thompson submachine gun. Patrols were heavily armed to defend themselves if necessary, but their primary focus as indicated was on reconnaissance, therefore, avoiding direct engagements with the enemy was key to success.

Operational Deployment

The LRDG's first operational deployment took place in September 1940, shortly after the unit's formation. Their initial mission was to gather intelligence on Italian forces in the Libyan Desert. The LRDG's patrols successfully penetrated deep into enemy territory, providing valuable intelligence to the British Army. This intelligence was crucial in planning the early stages of the Western Desert Campaign. The German and Italian forces were nervous about the open desert, allowing the LRDG to penetrate deep into the Axis power's flank often unmolested offering advantageous intelligence-gathering opportunities.

As the war progressed, the LRDG's role expanded. The unit conducted a wide range of missions, including assisting in sabotage, raids on enemy supply lines, and the destruction of airfields and communications infrastructure alongside the SAS and other units. The LRDG's ability to operate virtually undetected in the desert allowed them to carry out these missions with minimal interference from the enemy, however, aircraft were always a concern. Their deep reconnaissance operations were instrumental in gathering information on enemy movements, which was used to plan large-scale offensives.

One of the LRDG's most notable operations was the raid on the Italian airfield at Kufra in early 1941. The LRDG, in collaboration with Free French forces, launched a surprise attack on the airfield, destroying several aircraft and disrupting the Italian supply lines. The success of this operation demonstrated the effectiveness of the LRDG's tactics and their ability to strike deep behind enemy lines.

Close association with L Detachment, SAS, (eventually becoming the SAS regiment)

The LRDG's expertise in desert warfare soon caught the attention of other special forces units, including the newly formed L Detachment, Special Air Service (SAS). The SAS, founded by David Stirling in 1941, was a unit dedicated to carrying out raids and sabotage operations behind enemy lines. The harsh conditions of the North African desert made it an ideal testing ground for the unconventional tactics of the SAS. Recognizing the LRDG's unparalleled knowledge of the desert, Stirling sought their assistance.

The LRDG provided the SAS with vital instruction in desert navigation, survival, and vehicle maintenance. In many ways, the LRDG served as the operational mentor for the fledgling SAS, helping to shape their desert tactics to match Stirling's vision and approach to warfare.

The partnership between the LRDG and SAS soon evolved into joint operations. The LRDG's reconnaissance capabilities and knowledge of the terrain complemented the SAS's focus on direct action and sabotage.

One of the most famous joint operations took place in December 1941, when the LRDG transported a SAS detachment to raid the German airfield at Sirte. The raid destroyed several German aircraft and marked the beginning of a series of successful collaborations between the two units. The LRDG also played a critical role in supporting the SAS during Operation Crusader in November 1941. As part of the British Eighth Army's offensive to relieve the siege of Tobruk, the LRDG assisted the SAS in conducting a series of coordinated raids on enemy airfields and supply lines. These raids disrupted the Axis forces' ability to reinforce their front lines and contributed to the eventual success of the operation.

Evolution and later operations

As the war in North Africa continued, the LRDG adapted to the changing circumstances. The unit's patrols became more specialized, with each patrol focusing on specific types of operations, such as deep reconnaissance, or assistance with sabotage and direct action. The LRDG also began to incorporate elements of psychological warfare, using deception and misinformation to confuse the enemy. These deception operations were coordinated and led from Cairo by A Force under Brigadier Dudley Clarke.

In 1942, the LRDG was involved in one of the most daring operations of the war— a multifaceted large-scale operation. Working in conjunction with the SAS, SIG and the Royal Navy, and other components the LRDG conducted a series of raids on the port's defenses, paving the way for a larger assault by Allied forces. The operation, codenamed "Operation Agreement," was ultimately unsuccessful.

Working as part of the larger force undermined the efforts of the LRDG and SAS, simply because large-scale operations were not part of the modus operandi of these units, thus ignoring the concept of small-unit operations and the requirement for stealth.

The LRDG continued to play a vital role in the North African campaign until the Axis forces were defeated in 1943. Following the end of the campaign, the LRDG was redeployed to other theatres of war, including the Aegean and the Balkans. In these regions, the LRDG initially operated as traditional infantry.

However, in December 1943, the LRDG was re-organized into two squadrons of eight patrols. Patrols were then parachuted north of Rome to obtain information about German troop movements and also carry out raids.

In August 1944, two patrols parachuted into Yugoslavia. One patrol destroyed two 40-foot (12 m) spans of a large railway bridge, which caused widespread disruption to the movement of German troops and supplies.

In September 1944 a team were parachuted into Albania, their mission was to follow the German retreat and assist Albanian resistance groups in attacking them.

In October 1944, two patrols were parachuted into the Florina area of Greece. Here they mined a road used by the retreating Germans, destroying three vehicles and blocking the road. Firing on the stranded convoy from an adjacent hillside, they directed RAF aircraft in to destroy the rest of the convoy.

The Long Range Desert Group's contribution to the Allied war effort in North Africa and other theatres cannot be overstated. Their pioneering tactics in desert warfare, combined with their close collaboration with the SAS, set the standard for special operations units in the years to come. The LRDG's emphasis on self-reliance, mobility, and deep reconnaissance became the hallmark of modern special forces operations.

The LRDG's legacy is also evident in the continued importance of desert warfare training for modern military units. The techniques and strategies developed by the LRDG during the Second World War are still studied and applied by special forces units around the world. The unit's ability to operate in extreme conditions, far from conventional supply lines, remains a key element of special operations doctrine.

Moreover, the LRDG's association with the SAS forged in the Second World War provided a lasting legacy. The SAS, which would go on to become one of the World's elite special forces units, owed much of its early success to the guidance and support provided by the LRDG. This partnership laid the foundation for the development of modern special operations tactics, which continue to evolve and adapt to new challenges.

In conclusion, the Long Range Desert Group was more than just a reconnaissance unit; it was a pioneering force in the development of special operations warfare. From its formation in 1940, the LRDG demonstrated that small, highly mobile units could achieve strategic objectives far behind enemy lines, even in the most inhospitable environments. Their collaboration with the SAS not only enhanced the effectiveness of both units but also set a precedent for future special forces operations.

Reflecting on the LRDG's contributions to the Second World War, it is clear that their legacy extends far beyond the sands of the North African desert. The principles of adaptability, self-reliance, and innovation that defined the LRDG continue to inspire military units around the world. In many ways, the LRDG was a precursor to modern special forces units that play such a critical role in today's conflicts, proving that even in the harshest of environments, a determined and well-prepared force can achieve remarkable success.

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Notes:

Numerous small specialist units existed in the British forces throughout the Second World War. The LRDG and SAS were just two such units. The collective knowledge and experience of all these small specialist units laid the foundation for not only Britain's Special Forces of today but the World. Although each country trains and operates their special forces slightly differently from one another the foundation and concept of all special forces around the world can be traced back to the numerous individual units formed in the early years of the Second World War including the LRDG.

The Special Forces units formed by the USA in the Second World War worked very closely with the British Special Forces units in the latter years of the war, a practice that continues to this day.

In Great Britain today 4 special forces units and 1 special forces support unit operate:

SAS

The Special Air Service, (SAS), an independent unit of the British Army

SBS

The Special Boat Service, (SBS), is a specialization of the Royal Marine Commandos operating under the Admiralty as an independent unit.

MAWC

The Mountain and Arctic Warfare Cadre, (MAWC), is a specialization of the Royal Marine Commandos operating under Admiralty control.

SRR

The Special Reconnaissance Regiment, (SRR), is a unit dedicated to reconnaissance within the British Forces. It was formed to relieve the SAS and the SBS of that role.

SFSG

The Special Forces Support Group, (SFSG) consists of elite troops operating in Special forces environments alongside other special forces units.

The SFSG's primary role is to support Special Forces operations. It was formed as a Tri-service group, composed of a detachment of Royal Marine Commandos, the Parachute Regiment and the Royal Air Force Regiment.

Point of interest:

Otto Johann Anton Skorzeny a German SS-Obersturmbannführer (Lieutenant Colonel), in the Waffen-SS known for the Gran Sasso raid, 12th September 1943, studied British Special Forces' tactics and operations intending to develop similar German units.

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When it comes to slavery's involvement in secession, most everyone fits comfortably within one of two groups, neither of which is correct. The first argues that slavery had nothing to do with secession; the other claims slavery was the sole cause. Jeb Smith explains.

This is part 3 in a series of extended articles form the author related to the US Civil War. Part 1 on Abraham Lincoln and White Supremacy is here, and part 2 on the Causes of Southern Secession is here.

*General John Gordon.*

"Slavery is only one of the minor issues and the cause of the war, the whole cause, on our part is the maintenance of the independence of these states....neither tariffs, nor slavery, nor both together, could ever been truly called the cause of the secession.... the sovereign independence of our states. This, indeed, includes both these minor questions, as well as many others even greater and higher."

-Daily Richmond Examiner August 2, 1864, quoted in Rosch, From Founding Fathers to Fire Eaters Shotwell Publishing 2018

"In his message, Mr. Lincoln announced a great political discovery. It was that all former statesmen of America had lived, and written, and labored under a great delusion that the States, instead of having created the Union, were its creatures; that they obtained their sovereignty and independence from it, and never possessed either until the Convention of 1787."

-Edward A Pollard The Lost Cause : A New Southern History of the War of the Confederates E. B. Treat & Co. Publishers NY 1866

Slavery had varying degrees of influence on the Deep South's decision to secede.[1] There is no question that some in the South were willing to leave the Union to preserve slavery if it came to that. Southern slave owners viewed northern abolitionists as foreign invaders dictating their lives. To Southerners, slavery was a constitutional, Biblical, and state right, and no Northern radical was to have greater authority. Thomas Jefferson said that slavery was "The exclusive right of every state."

The Cotton States had great economic importance riding on slavery, Mississippi alone had four billion dollars’ worth of value invested in slaves, and almost the whole economic system of the state depended on slavery. They wished to defend the financial system that had brought them so much prosperity. Yet even in Mississippi, slavery was not the sole cause of secession. James McPherson quotes the Jackson Mississippian, "Let not slavery prove a barrier to our independence...although slavery is one of the principles that we started to fight for... if it proves an insurmountable obstacle to the achievement of our liberty and separate nationality, away with it."

As I have already mentioned, I think that many causes led to the secession of the Deep South. Yet, I would not wholly disagree if someone were to say that slavery was the leading cause of withdrawal in the Deep South. But there is a vast difference between saying that the South left solely to keep slaves in bondage and saying that the federal intrusion on the states' rights over the issue of slavery was the leading cause of separation. Many overstate slavery's involvement in the Deep South secession because slavery was the "occasion" to which the fight over the nature of the Union was fought.

"That institution is not a cause of this war, but simply an occasion of it. It is only the object against which the radicalism of the North has arrayed itself in Abolitionism. Had not this object existed, that Dragon from the bottomless pit, would have discovered some other eminence of Southern life, on which to expend its fury. We are leading the great battle for the sum of modern history--for the regulated liberty and civilization of the age. It is conservative religion against atheism--constitutional law against fanatical higher law--social stability against destructive radicalism."

-Rev. William A. Hall, The Historic Significance of the Southern Revolution Printed by A. F. Crutchfield Petersburg Virginia 1864

The leading cause of separation was not preserving something these states already had legal protection for, that is, slavery. Instead, it was the federal expansion past its constitutional limits and encroachments upon the states' rights. Is the federal government restricted to the powers given in the Constitution? Or was it released to step outside of its delegated powers, thus nullifying the Constitution and limited government? In 1864 Confederate general Patrick Cleburne said, "Between the loss of independence and the loss of slavery, we assume that every patriot will freely give up the latter. Give up the negro slave rather than be a slave himself."

The powers not delegated to the United States by the Constitution, nor prohibited by it to the States, are reserved to the States respectively, or to the people.

-10th amendment U.S. Constitution

"The Constitution... contains no grant of power to the Federal Government to interfere with this species of property...slave property rests upon the same basis, and is entitled to the same protection, as every other description of property."

-Isham G. Harris Call for a Referendum on a Tennessee Secession Convention January 7, 1861

In 1862 Rose Greenhow wrote, "Slavery, although the occasion, was not the producing cause of dissolution." R.L.Dabney wrote, "Slavery was not the cause, but the occasion of strife...Rights of the states were the bulwarks of the liberties of the people, but that emancipation by federal aggression would lead to the destruction of all other rights." Just as decades earlier, John Calhoun had identified the tariff of abominations as "The occasion, rather than the real cause" of dispute. The real issue was over a limited central government.

Where you stand on the "real cause" will necessarily cause disagreement on any issue that arises; a national bank, internal improvements, slavery and so on. If the two sides fundamentally disagreed on the Constitution and the purpose of the central government, they could then never agree on any of these side issues. In Virginia Iliad, H.V Traywick quotes an article in the N.Y. Times on April 8, 1861, saying, "Slavery has nothing whatever to do with the tremendous issues now awaiting decision...The question which we have to meet is precisely what it would be if there were not a negro slave on American soil."

Since the ratification of the Constitution, a conflict had been fought over whether we were to maintain a federated republic as understood by the states or if we were to become a centralized nation to benefit the most powerful interests and political parties. This debate raged politically on many battlefields before 1860. However, slavery was the chosen battleground of the nationalists in the fight to transform the Union in 1860. Instead of just a political issue, they would transform it into a moral issue.

The Republicans violated the Constitution and the Dred Scott v. Sandford 1857 Supreme Court ruling by trying to decide the fate of slavery by federal rather than state and individual control. Democratic plank 9 of the 1852 elections plainly stated that an attack on slavery was an attack on states' rights; you cannot separate the two issues. You cannot have the federal government decide on slavery without it greatly exceeding its original intent and purpose.

That the federal government is one of limited powers, derived solely from the Constitution, and the grants of power made therein ought to be strictly construed by all the departments and agents of the government; and that it is inexpedient and dangerous to exercise doubtful constitutional powers.

Democratic Plank 1 1852

That Congress has no power under the constitution to interfere with or control the domestic institutions of the several States, and that such States are the sole and proper judges of everything appertaining to their own affairs not prohibited by the constitution; that all efforts of the abolitionists or others made to induce Congress to interfere with questions of slavery, or to take incipient steps in relation thereto, are calculated to lead to the most alarming and dangerous consequences.

Democrat Plank 9 1852

The South viewed slaves the same way they did any other legal property. If the Government interfered with slaves, what would stop them from doing the same with any other property? If this violation by the Federal Government were allowed to happen, no rights would be safe: The Constitution would then be of no value. The Union of states that delegated certain limited powers to the Federal Government would be destroyed. And finally the Government would become limitless in power.

If the government was allowed to abandon any of its limitations, it would begin to dictate all manner of regulations and exert jurisdiction it previously was never considered to have. After a quick look at our lives today, who can say the South was incorrect in their assessment? The effects of the federal government stepping into areas past its jurisdiction delegated by the states are commonplace today. The Constitution is set aside so long as the masses' emotions are stirred over any one topic. Politicians and media provoke the mob, and no Constitution or ideas about limited Government can stop them. We have become an unlimited democracy ruled by a mob; the North destroyed the old Republic and Constitution in 1860. As a result, most outlaws in America today are found among elected officials and judges, and we simply accept their lawlessness because we have grown accustomed to servitude.

Well before the war, on July 4 1854, famed abolitionist William Lloyd Garrison publicly burned a copy of the Constitution and spoke of it as a "Covenant with Death, an agreement with Hell." Abolitionist John Brown seceded from the Union and created his own anti-slavery provisional Constitution. In the book, The South Vindicated from the Treason and Fanaticism of the Northern Abolitionists 1836; former South Carolinian congressman William Drayton wrote, "The abolitionists in urging their designs against the South, are guilty of infringing the acknowledged rights of those states ...it looks to revolution, it teaches that the constitution "is null and void" when opposed to their schemes." In other words, whatever the issue was, the Constitution could take a back seat if it impeded the political agenda of the day.

An unregulated democracy, such as our Government today, has more power and violates our rights more than when we were under King George; it is not even comparable. In Red Republicans and Lincoln's Marxists, Al Benson Jr and Walter Kennedy write, "By focusing upon slavery, the bona fide story of the death of real states’ rights and the beginning of Imperial America is overlooked...we stand naked before the awesome power of our federal master."

Unlike today, antebellum America was a time when the federal government did not spread into the dominion of the states. Through the states, people were allowed self-rule and self-governance. Southerners understood that if the federal government was allowed to infringe on the states' rights on the issue of slavery, it would become an authoritarian body that no longer followed its limitations under the Constitution. These were the costs of the South's defeat in the Civil War; self-governance, and limited government.

To desire a limited government and maintain the Constitution as handed down for generations, one did not need to be pro-slavery. Northerner writer Frederick Law Olmsted opposed slavery but objected to abolishing it "by federal edict." In 1864, Vermont Bishop John Henry Hopkins wrote, A Scriptural, Ecclesiastical, and Historical View of Slavery, where he supported the South and the compact theory of the Union, arguing for gradual and consensual abolition.

Southerners heeded the warnings of the Founders. In a letter to Charles Hammond on August 18, 1821, Thomas Jefferson wrote, "When all Government domestic and foreign in little as in great things shall be drawn to Washington as the center of all power, it will render powerless the checks provided of one Government on another, and will become as venal and oppressive as the Government from which we separated."

"I consider the foundation of the Constitution as laid on this ground: That "all powers not delegated to the United States, by the Constitution, nor prohibited by it to the States, are reserved to the States or to the people. To take a single step beyond the boundaries, thus specially drawn around the powers of Congress is to take possession of a boundless field of power, no longer susceptible of any definition."

Thomas Jefferson, "Opinion on the Constitutionality of a National Bank" February 15, 1791

A government of unlimited or undefined powers will eventually become totalitarian. This was widely known amongst Southerners. Thomas Jefferson believed that states' rights were the best protection to preserve liberty and a republican form of Government. John Taylor of Caroline warned, "If a government can take some, it may take all." St. George Tucker taught, "Power when undefined, soon becomes unlimited." In the first annals of Congress, James Jackson said, "We must confine ourselves to the powers described in the Constitution, and the moment we pass it, we take an arbitrary stride towards a despotic Government." James Rosch quotes John Randolph of Roanoke addressing Congress "If they begin with declaring one law of one state unconstitutional, where were they to stop? They might go on until the state governments, stripped of all authority...a great consolidated empire established upon their ruins...in such a contest the states must fall, and when they did fall, there was an end of all republican Government in the country."

In other words, the only method to prevent an unlimited government is to counter all minor steps it takes beyond its authority. To do so, there must be a check from outside the government itself since it will not limit its own powers, only expand them. In our federated Republic, this check was the state governments who were to maintain the Founders’ principles for their peoples. Future president John Adams, a Massachusetts federalist, agreed that arbitrary power could not be left unchecked;

"Nip the shoots of arbitrary power in the bud, is the only maxim which can ever preserve the liberties of any people. When the people give way, their deceivers, betrayers, and destroyers press upon them so fast, that there is no resisting afterward. The nature of the encroachment upon the American Constitution is such, as to grow every day more and more encroaching. Like a cancer, it eats faster and faster every hour. The revenue creates pensioners, and the pensioners urge for more revenue. The people grow less steady, spirited, and virtuous, the seekers more numerous and more corrupt, and every day increases the circles of their dependents and expectants, until virtue, integrity, public spirit, simplicity, and frugality, become the objects of ridicule and scorn, and vanity, luxury, foppery, selfishness, meanness, and downright venality swallow up the whole society. "

John Adams, Novanglus Letters, 1774

The claim that the Deep South left the Union to preserve slavery does not make sense; no one was trying to abolish slavery within those states. In his book, The Yankee Problem, Clyde Wilson quotes Horace Greeley at the 1860 Republican convention saying, "An anti-slavery man per se cannot be elected, but a tariff, river-and -harbor- Pacific Railroad, free homestead man, may succeed although he is anti-slavery." Historian David Donald wrote, "No responsible political body in the north in 1860 proposed to do anything at all about slavery where it actually existed." On Tuesday, March 5, 1861, the N.Y. Times editorial (which celebrated Lincoln's inaugural) said the president’s address was "explicit and emphatic in its guarantees to the alarming interest of the southern states." Lincoln "Disavowed all thought" of "interfering with slavery in any state where it exists."

On September 23, 1862, the N.Y. Times printed the preliminary emancipation proclamation with a headline that read, "the war still to be prosecuted for the restoration of the union." And in a letter to the federal minister in Paris, the secretary of the state William Seward wrote, "The condition of slavery in the several States will remain just the same, whether it succeeds or fails. The rights of the States, and the condition of every human being in them, will remain subject to exactly the same laws and form of administration, whether the revolution shall succeed or whether it shall fail." Union generals such as McClellan and McDowell returned fugitive slaves to their masters during the war.

Since slavery wasn't being threatened where it existed in the Union, it would be hard to accept that Southerners would fight a war and leave the country just to have slavery extended into new territories. In fact, if slavery were extended, it would provide more competition to the southern slave state's monopoly on cotton. In 1843 many wealthy southern planters and men, such as John Calhoun, voted against Texas joining the Union because they said it would reduce the price of cotton. Furthermore, the South forfeited federal protection for their runaway slaves under the fugitive slave laws by leaving the Union. They were also giving up their right to bring slaves into the territories of the United States.

If the South fought only to preserve slavery, with no regard for states' rights, they could have remained in the Union. During the war, Lincoln told southerners if they laid down arms, they could come back into the Union with slavery intact. Even the Emancipation Proclamation was an attempt to reconcile slave states back in the Union. John Cannan in The Peninsula Campaign writes, "The emancipation proclamation was actually an offer permitting the south to stop fighting and return to the union by January 1 and still keep its slaves," and the South understood it as such. In July 1863, a Raleigh newspaper stated, "Peace now would save slavery, while a continued war would obliterate the last vestiges of it." Confederate Major General John Gordon wrote, "At any period of the war from its beginning to near its close the South could have saved slavery by simply laying down its arms and returning to the Union" Yet, for other reasons mentioned, the South chose to continue the fight.

Slavery was permitted in the South, but that does not mean it was always celebrated. Today we have legalized abortion, perhaps some view abortion as many southerners viewed slavery, as a necessary evil.

Virginia freed more slaves before the Civil War than New York, New Jersey, Pennsylvania, and New England combined. South Carolinian Mary Chestnut said that slavery was a curse, yet she supported secession. She and others hoped the war would end with a "Great independent country with no slavery." But for the typical Southerner, the issue over slavery was much more profound as it involved states' rights and the nature of the Union.

"When the Government of the United States disregarded and attempted to trample upon the rights of the States, Georgia set its power at defiance and seceded from the Union rather than submit to the consolidation of all power in the hands of the Central or Federal Government."

-Joseph E Brown Georgia Governor to Jefferson Davis over the Conscription act 1862

In antebellum America, the states resisted federal expansion in various ways. The first issue between central and state governments arose over the alien and sedition acts. Later problems involved internal improvements, national banking, conscription, protective tariffs, land disputes, freedom of speech, free trade, state control of the militia, fugitive slave laws, etc. No matter the subject, states generally held firm and fought against federal expansions. The South was doing what states had done in antebellum America, resisting national expansion when it went past its constitutional bounds. The outcomes of the Republican victory have resulted in our current overbearing government, which has no regard for its ostensibly limited powers, proving the South correct.

"The South's concept of republicanism had not changed in three-quarters of a century; the North's had. With complete sincerity, the South fought to preserve its version of the republic of the Founding Fathers--a government of limited powers that protected the rights of property, including slave property, and whose constituency comprised an independent gentry and yeomanry of the white race undisturbed by large cities, heartless factories, restless free workers, and class conflict. The accession of the Republican party, with its ideology of competitive, egalitarian, free-labor capitalism, was a signal to the South that the Northern majority had turned irrevocably toward this frightening future."

-James M. McPherson Ante-bellum Southern Exceptionalism A New Look at an Old Question Kent State U Press 1983

South Carolina Secession Document

"The one great evil, from which all other evils have flowed, is the overthrow of the Constitution of the United States. The Government of the United States is no longer the government of confederated republics, but of a consolidated Democracy... the limitations in the Constitution have been swept away; and the Government of the United States has become consolidated, with a claim of limitless powers in its operations."

-Address of South Carolina to Slave-Holding States, Convention of South Carolina 1860

South Carolina was the first state to secede from the Union. If the state declaration of the causes of secession is read in full, it gives an excellent example of slavery as a state's rights issue. In the document, quoting from a resolution of the state convention of 1852, it was declared "That the frequent violations of the constitution by the United States, by the Federal Government, and its encroachments upon the reserved rights of the States, fully justified this State in then withdrawing from the Federal Union." At that time they had refrained, but their situation had only worsened and they could no longer remain. In their declaration of the causes of independence, the writers wanted it known that state rights were the true motivator of secession. That is why at first glance through the text, you will see "FREE AND INDEPENDENT STATES," with minor variations in the phrasing, capitalized three times in the document.

The document goes into the history of states' rights in America. It mentions the federal government's failure to uphold the Constitution and the government's interference with the rights of the states. South Carolina stated that if they were to stay in the Union, the "guaranties of the Constitution will then no longer exist; the equal rights of the States will be lost" and that the federal government would become its enemy. While slavery is mentioned six times, states' rights, independent states, and state sovereignty are mentioned sixteen times. States' rights are discussed without any connection to slavery, yet slavery is always mentioned in connection with states' rights. Just as Southern democrats had been saying for decades in their political party planks, an attack on slavery was an attack on states' rights.

"For more than thirty years the people of South Carolina have been contending against the consolidation of the government of the United States...the United States Government has steadily usurped powers not granted- –progressively trenched upon States Rights."

-Charleston Mercury South Carolina April 20, 1861

Slavery in the Territories

"The struggle in our territories...has not been a struggle for the emancipation of slaves. It has been a contest for power...The Northern people, in attempting to preclude the Southern people, by the legislation of Congress...a party hostile both to the Constitution and the decisions of the Supreme Court, have been placed in control of the Government...Whether all the States composing the United States should be slaveholding or non-slaveholding States, neither the Northern nor Southern States ought to have permitted to be a question in the politics of the United States."

-Report of the Committee on Foreign Affairs C.S.A 1861- Provided by the Abbeville Institute September 4, 2014

The fight over the expansion of slavery into the new western territories was a political battle. Were the states coming into the Union allowed their state rights as all previous states had been, or was the federal Government allowed to infringe on those rights and command them? Were states sovereign or subject to federal control? The South fought for these new states coming into the Union to be allowed to decide on their own about slavery regardless of the outcome.

Further, was the federal Government allowed to command where slave owners were allowed to go within the Union? Could they prevent their migration to the western territories, thus giving political control to the Republican party? Were Southerners full citizens in their own country with the same rights as non-slave owners? Would the Federal Government be allowed to discriminate against any minority group that lacked the powers to defend themselves?

But the southern objection was more than a fight for seats in Congress, as slavery was very unlikely to extend west. According to David Donald in Lincoln Reconsidered, "Slavery did not go into New Mexico or Arizona, Kansas, after having been opened to the peculiar institution for six years, had only two negro slaves." To many Southerners, the fight was to maintain states’ authority in the Union and preserve the Constitution and people's self-government.

That when the settlers in a Territory, having an adequate population, form a State Constitution, the right of sovereignty commences and being consummated by admission into the Union, they stand on an equal footing with the people of other States, and the State thus organized ought to be admitted into the Federal Union, whether its Constitution prohibits or recognizes the institution of slavery. [Emphasis added.]

-Southern Democrat Party Platform 1860

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com

[1] This article was taken with permission from a section of Defending Dixie’s Land: What Every American Should Know About The South And The Civil War.

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On June 18, 1815, the fields near the small village of Waterloo in modern-day Belgium witnessed one of history's most significant and brutal battles. The conflict, which marked the final defeat of French Emperor Napoleon Bonaparte, left an indelible mark on the landscape and history alike. Yet, despite the staggering death toll, estimates suggest around 50,000 soldiers were killed, wounded, or captured, the mass graves expected to hold the remains of these fallen warriors remain conspicuously absent. This mystery has led historians and archaeologists to a grim and unsettling theory: that the bones of Waterloo’s dead were harvested and sold for industrial purposes in the 19th century.

Richard Clements explains.

*The morning after the Battle of Waterloo on June 19, 1815. By* John Heaviside Clark.

The Carnage of Waterloo: A Battlefield of Corpses

The Battle of Waterloo was a clash of titans, with Napoleon's Armée du Nord pitted against the combined forces of the Seventh Coalition, led by the Duke of Wellington and Prussian Field Marshal von Blücher. The battle raged for eight grueling hours, culminating in a decisive victory for the Coalition. In the immediate aftermath, the battlefield was a harrowing sight. Contemporary accounts describe piles of corpses, wounded soldiers left untreated, and the pervasive stench of death.

Major W.E. Frye, who visited the battlefield just days after the fighting ceased, recounted "a sight too horrible to behold" with "heaps of wounded men with mangled limbs" and a multitude of carcasses. These vivid descriptions paint a picture of immense loss and devastation, yet they also underscore a mystery: where are all the bodies now?

The 19th Century Bone Rush: A Macabre Industry

In the decades following the battle, Europe experienced a peculiar and macabre industry boom, the trade of human bones. It was common practice to use bones as a source of phosphate fertilizer, a crucial component for the agricultural revolution of the 19th century. Historical records indicate that bones were collected from battlefields across Europe, ground into bone meal, and transported primarily to Britain, where they were in high demand.

The industrial use of bones extended beyond agriculture. The sugar industry, in particular, utilized bones in a process known as bone black or bone char filtration. This involved burning bones to create a porous, carbon-rich substance that could decolorize sugar during the refining process. The demand for bone char was significant, as it produced a higher quality of refined sugar, which was essential for the growing consumer markets in Europe and America.

Professor Tony Pollard of the University of Glasgow, a leading expert in battlefield archaeology, has extensively studied this phenomenon. Pollard's research, published in the Journal of Conflict Archaeology, suggests that Waterloo, with its high concentration of casualties, was a prime target for this gruesome trade. He points to newspaper articles from the 1820s, such as one from The London Observer, which reported that "more than a million bushels of ‘human and inhuman bones’" were imported from European battlefields into the port of Hull.

These bones likely served dual purposes: providing phosphate fertilizer for agriculture and supplying the bone char needed for sugar refining. This dual use underscores the macabre efficiency of the bone trade and highlights the economic incentives that drove the harvesting of human remains from battlefields like Waterloo.

A Missing Piece of History: The Search for Mass Graves

Pollard’s investigation into the Waterloo battlefield has been driven by a combination of historical accounts, memoirs, and early visitor descriptions. These sources frequently mention the presence of mass graves. For instance, several accounts describe mass burials at Hougoumont, a key location in the battle. Yet, despite these reports, no substantial human remains have been discovered in modern excavations.

In an attempt to uncover the truth, Pollard and his team, through the organization Waterloo Uncovered, have embarked on a multi-year geophysical survey. This initiative aims to locate grave sites that correspond with historical descriptions. The hope is that even if the bones were removed, there would still be archaeological evidence of the pits where they were buried.

Expert Opinions and Alternative Explanations

While Pollard's theory is compelling, it remains a topic of debate among historians and archaeologists. Some experts suggest alternative explanations for the missing bodies. For example, it is possible that many of the dead were buried in shallow graves, which over time, could have been disturbed by agricultural activity or natural decomposition processes. Others argue that some bodies may have been incinerated in the aftermath of the battle, a practice not uncommon in the Napoleonic Wars.

Dr. Dominique Bosquet, an archaeologist with the Walloon Heritage Agency, emphasizes the need for direct evidence. "While the theory of bone collection is plausible given the historical context, we need more concrete archaeological evidence to confirm it definitively," he says. This sentiment is echoed by other scholars who call for continued excavation and analysis.

Conclusion: A Tale Yet Unfinished

The mystery of Waterloo’s missing dead is a poignant reminder of the human cost of war and the complexities of historical research. While the theory that soldiers' bones were collected and sold as fertilizer is supported by compelling circumstantial evidence, definitive proof remains elusive. As Pollard and his team continue their work, the world watches with bated breath, hoping for answers to this macabre historical puzzle.

The investigation into the fate of Waterloo's fallen soldiers underscores the importance of interdisciplinary research, combining historical accounts with modern archaeological techniques. It is a journey into the past that may one day reveal the final resting places of those who gave their lives on that fateful day in June 1815.

Richard Clements in his own words:

I am a dedicated writer with a passion for history and uncovering its mysteries. I specialize in creating engaging and well-researched content that brings historical events and intriguing mysteries to life. With a keen eye for detail and a love for storytelling, I have written on various historical topics, from ancient civilizations to modern history. My work aims to captivate readers and provide them with a deeper understanding of the past and the mysteries that intrigue us. He posts on X/Twitter here.

References

Pollard, Tony. "The Archaeology of Waterloo: Mapping the Missing Mass Graves." Journal of Conflict Archaeology, vol. 6, no. 1, 2022.

Frye, Major W.E. Aftermath of Waterloo: An Eyewitness Account. Historical Press, 1817.

"More than a Million Bushels of Bones Imported into Hull." The London Observer, 1822.

Bosquet, Dominique. "Excavations at Waterloo: An Ongoing Search for Truth." Archaeology Today, vol. 12, no. 4, 2023.

University of Glasgow Press Release, 2015. "New Discoveries at the Waterloo Battlefield."

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Airships, also known as dirigibles, have fascinated humanity for centuries, representing a unique intersection of science, engineering, and exploration. The journey of airships, from their humble beginnings as lighter-than-air balloons to the sophisticated designs of today, is a tale of innovation, ambition, and tragedy.

Terry Bailey explains.

*The 1937 Hindenburg Disaster.*

The birth of lighter-than-air flight

The concept of lighter-than-air flight can be traced back to ancient times, however, with the musings in the Renaissance period by visionaries such as Leonardo da Vinci, we see the drawings and plans of these concepts.

However, the practical realization of this idea began in the 18th century. In 1783, when the Montgolfier brothers, (Joseph and Stephen Montgolfier), and Jacques-Étienne, launched the first successful manned hot air balloon with Francois Pilatrê de Rozier and Francois Laurent, Marquis of Arlanders onboard.

They stood on a circular platform attached to the bottom of the balloon. They hand-fed the fire through openings on either side of the balloon's skirt. The balloon reached an altitude of at least 500 feet and travelled about 5½ miles, (just over 8 kilometers), before landing safely 25 minutes later.

The balloon was made of paper and silk and filled with hot air, providing a historic flight that marked the dawn of lighter-than-air aviation.

Just ten days after the first hot air balloon ride, the first gas balloon was launched by physicists Jacques Alexander Charles and Nicholas Louis Robert. This flight started in Paris, France. The flight lasted 2½ hours and covered a distance of 25 miles, ((approximately 40 KMs). The gas used in the balloon was hydrogen, the lightest element known. The ability to produce gas from hydrogen was developed by an Englishman, Henry Cavendish in 1776, by using a combination of sulphuric acid and iron filings. This achievement opened the door to further experimentation with lighter-than-air flight, laying the groundwork for the development of airships.

The evolution of airships, from balloons to dirigibles

While balloons demonstrated the feasibility of lighter-than-air flight, they were limited by their inability to be steered. This limitation led to the development of the first airships, which could be navigated through the air using engines and rudders. The evolution of airships can be divided into three main categories: non-rigid, semi-rigid, and rigid airships.

Non-rigid airships, early dirigibles

Non-rigid airships, often referred to as blimps, were the first type of dirigible to be developed. These airships relied on a gas envelope to maintain their shape and used internal air-filled bags, or ballonets, to control buoyancy and pressure. The absence of a rigid internal structure made these airships lighter and more maneuverable, but they were also more susceptible to damage.

One of the earliest successful non-rigid airships was designed by French engineer Henri Giffard. In 1852, Giffard built a 144-foot-long airship powered by a 3-horsepower steam engine. His airship could reach speeds of up to 5 Mph, (8 Kph), and demonstrated the potential for controlled flight. Giffard's design laid the foundation for future developments in airship technology.

In the late 19th and early 20th centuries, non-rigid airships saw significant advancements. The German engineer Ferdinand von Zeppelin, who is often considered the father of the modern airship, experimented with various designs before focusing on rigid airships. However, non-rigid airships continued to be developed and used for various purposes, including military reconnaissance and passenger transport.

Semi-rigid airships, the transitional phase

Semi-rigid airships represented a transitional phase between non-rigid and rigid designs. These airships combined a gas envelope with a partial internal framework, usually made of metal, which provided additional structural support. This design allowed for larger airships with greater lifting capacity and improved durability.

One of the most notable semi-rigid airships was the Italian-built "Norge," which was used by Norwegian explorer Roald Amundsen in his 1926 expedition to the North Pole. The Norge's successful flight over the Arctic demonstrated the capabilities of semi-rigid airships and marked a significant achievement in polar exploration.

Rigid airships, the zenith of airship design

Rigid airships, often referred to as Zeppelins after their most famous proponent, represented the pinnacle of airship design in the early 20th century. Unlike non-rigid and semi-rigid airships, rigid airships had a sturdy internal framework made of metal, typically aluminium or duralumin, which supported the gas-filled cells inside. This design allowed for the construction of larger and more robust airships capable of carrying significant payloads over long distances.

The first successful rigid airship was the LZ 1, designed by Ferdinand von Zeppelin and launched in 1900. The LZ 1 was 420 feet long and powered by two Daimler engines. Although its initial flights were not entirely successful, Zeppelin continued to refine its designs, leading to the development of the LZ 3 and LZ 4, which demonstrated the practicality and potential of rigid airships.

Airships in warfare, the First World War

The outbreak of the First World War in 1914 marked a turning point in flight including the use of airships. The German military quickly recognized the potential of airships for reconnaissance, bombing, and propaganda purposes. The rigid Zeppelins, with their ability to fly at high altitudes and cover long distances, became a formidable tool in Germany's arsenal.

German Zeppelins conducted numerous bombing raids over Britain, targeting cities such as London and Edinburgh. These raids, while not strategically decisive, had a significant psychological impact on the civilian population and demonstrated the vulnerabilities of traditional defenses against aerial attacks.

However, the use of airships in warfare was not without its challenges. Zeppelins were slow and vulnerable to anti-aircraft fire, in addition to, heavier-than-air machines, (fighter planes), which were quickly developing on a separate path. The British developed various countermeasures, including incendiary bullets, which could ignite the hydrogen gas used in Zeppelins, leading to catastrophic explosions. As a result, many German airships were lost during the war, and the effectiveness of airships as a military tool was called into question.

Despite these challenges, the war spurred further advancements in airship technology. Engineers experimented with new materials, propulsion systems, and designs to improve the performance and survivability of airships. Needless to say, by the end of the war, the airplane had emerged as the dominant military force in aviation, relegating airships to a secondary role.

Key designers and pioneers

The development of airships was driven by the ingenuity and determination of several key designers from different countries. These pioneers pushed the boundaries of what was possible and laid the groundwork for the modern era of aviation.

Ferdinand von Zeppelin (Germany)

Ferdinand von Zeppelin is perhaps the most famous name in the history of airships. A former German military officer, Zeppelin was inspired by the possibilities of lighter-than-air flight after observing the use of balloons during the American Civil War. He devoted much of his life to developing rigid airships, founding the Zeppelin Company in 1908. Zeppelin's designs, particularly the LZ series, became synonymous with airships and played a crucial role in the First World War.

Alberto Santos-Dumont (Brazil)

Alberto Santos-Dumont, a Brazilian-born aviation pioneer, made significant contributions to the development of non-rigid airships. In the early 1900s, Santos-Dumont designed and flew a series of small, maneuverable airships, including the famous "No. 6," which won the Deutsch de la Meurthe prize for successfully flying from the Parc Saint Cloud to the Eiffel Tower and back. His achievements helped popularize aviation in Europe and inspired future generations of aeronautical engineers.

Barnes Wallis (Great Britain)

Sir Barnes Neville Wallis, CBE, FRS, RDI, FRAeS, an English engineer and inventor, is best known for his work in the Second World War on his geodesic aircraft frame and specialist ordinance, (Bouncing bomb of the Dam Buster raid fame). However, it was his earlier work on the R100 airship, a British rigid airship developed in the 1920s, by the commercial company Vickers, utilizing a geodesic airframe which later was the inspiration for the Second World War Wellington bomber.

Wallis' innovative design incorporated the first practical geodesic framework providing increased strength and reduced weight. Although the R100 was successful in its transatlantic flights, the whole airship programme was overshadowed by the crash of the R101 designed and built by the Air Ministry, a design of different specifications. The disaster led to the abandonment of Britain's airship program.

Airship Disasters, triumph and tragedy

The history of airships is punctuated by several high-profile disasters that underscored the inherent risks of lighter-than-air flight. These tragedies had a profound impact on public perception and the future of airship development.

The R101 Tragedy (1930)

The R101 departed from Cardington on the evening of the 4th of October, 1930, and crashed in the early hours of October 5th, 1930. As indicated the R101 was one of two large rigid airships developed by the British government as part of a plan to establish a global airship network. However, the R101 was plagued by design flaws and structural issues, due to the different construction concepts, that were used on the R100. During its maiden long-distance voyage to India, the airship encountered bad weather over France and several gasbags ruptured leading to a loss of lift. The R101 crash-landed safely at the edge of a wood outside Allonne, 4Km, (2.5Miles), southeast of Beauvais, however, within seconds of a successful emergency crash landing, it burst into flames and instantly incinerated 48 of the 54 people on board.

The R101 disaster had a profound impact on Britain's airship program, leading to the cancellation of airship development in favor of heavier-than-air aircraft. The tragedy underscored the inherent risks and technical challenges associated with rigid airships, particularly in adverse weather conditions.

In the aftermath of the R101 disaster, public confidence in airships waned, and the British government redirected its focus and resources toward the development of airplanes. This shift marked the end of Britain's ambitious plans for a global airship network and contributed to the decline of airship travel as a viable means of long-distance transportation. The R101 crash remains a poignant reminder of the limitations of early aviation technology and the high cost of pioneering new forms of air travel.

The Hindenburg Disaster (1937)

The most infamous airship disaster occurred on the 6th of May, 1937, when the German airship LZ 129 Hindenburg caught fire and crashed while attempting to land at Naval Air Station Lakehurst in New Jersey. The Hindenburg, the largest airship ever built, was a symbol of German engineering prowess and luxury travel.

However, the use of highly flammable hydrogen gas and thermite paint combined with a series of unfortunate events, led to a catastrophic fire that claimed the lives of 36 people.

The Hindenburg disaster was widely covered by the media, with dramatic photographs and radio broadcasts capturing the event in real-time. The disaster shocked the world and effectively marked the end of the era of passenger-carrying airships.

Points of interest:

Even though the early years of airships were tenuous and fraught with issues, airships are now making a resurgence today. However, with advancements in technology airships of today are far safer than airships of the 1920s and 1930s. The modern use of airships takes advantage of their unique ability to hover in place, their long endurance, and their ability to carry heavy loads with minimal infrastructure requirements.

Some modern airship deployments

Border security

Some countries' border services utilize airships for border surveillance due to their ability to loiter over a specific area for extended periods. They can be equipped with high-resolution cameras, radar, and other sensors to monitor large areas continuously.

Environmental services

Whereas, environmental services find the same qualities useful and deploy airships to monitor environmental changes, such as deforestation, wildlife movements, and ocean conditions. Their ability to fly at low speeds and altitudes makes them ideal for detailed observation over time.

Advertising

The world of advertising utilize blimps at large events, such as sports games or festivals, where they are used to display advertisements. Their large surface area and slow movement make them highly visible and effective for marketing purposes.

Aerial filming platforms

Needless to say, the use of airships for aerial filming to capture footage is very popular, especially in scenarios where a stable platform is needed for extended periods. They are often preferred over helicopters for this purpose due to their quieter operation and ability to stay airborne longer.

Specialist lift platforms

Airships provide the perfect platform for heavy lift operations with specialist airships designed to transport heavy cargo to remote or difficult-to-access areas. They can carry loads that are too large or heavy for small conventional aircraft where landing facilities are difficult to access.

Humanitarian missions

These same qualities also make airships suitable for humanitarian aid, having the ability to deliver humanitarian aid to disaster-stricken regions, particularly where infrastructure is damaged or non-existent. Their ability to land almost anywhere and carry significant payloads makes them valuable in these scenarios.

Tourism

Furthermore, modern airships are very suitable as tourist platforms for aerial sightseeing that offer a unique and scenic way to experience landscapes, particularly over cities, natural wonders, or historical sites. These tours are popular in regions where the landscape is particularly striking, and the slow, low-altitude flight provides a different perspective compared to airplanes or helicopters.

Scientific research and space exploration

The resurgence of airships also provides stable structures for scientific work such as atmospheric studies and weather patterns. Their ability to hover and move slowly through different atmospheric layers allows scientists to gather detailed data.

Moreover, the use of airships is undergoing serious consideration for future space-related missions with ongoing research into the potential usage of airships as platforms for space observatories or as launch platforms for small satellites. Their stability and high-altitude capabilities make them suitable for such experiments.

Military

In today's world, some countries are going back to airships for specialist military applications, such as reconnaissance missions, taking advantage of their endurance and ability to stay aloft for extended periods. They can carry surveillance equipment, communication relays, and even unmanned systems.

The use of airships not only offers the military but also commercial communication service providers communication platforms, providing coverage in areas where traditional infrastructure is lacking or has been destroyed.

Urban transportation

Furthermore, airships can play a crucial role in urban transportation mobility. Numerous transportation organizations and think tanks are exploring the use of airships for urban mobility, particularly in congested cities. These concepts are still in development but represent a potential future application of airship technology.

Green logistics

Finally, airships offer a Green logistical option as an eco-friendly transportation system, simply because airship platforms consume less fuel than conventional aircraft, especially over long distances, making airships very attractive for green logistics solutions in the future.

Modern airships benefit from advancements in materials, avionics, and propulsion systems, making modern designs safer, more efficient, and much more versatile than the early 1920s and 1930s predecessors. While they may not be as prominent as they were during their golden age, airships continue to serve important and diverse roles in various sectors and assuredly will become far more prominent in the future.

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The 2024 U.S. Presidential Election sees Donald Trump face off against Kamala Harris. But what the Ancient Greeks teach us about truth and the election? In this fascinating piece, we get an explanation from author Daniel W. Lawrence, PhD.

A detail from *The School of Athens* by Raffaello Sanzio, 1509. Plato is on the left and Aristotle on the right.

Weaponized Digital Advertising

With the 2024 United States presidential election around the corner, political parties have already ramped up their advertising spending to attempt to persuade voters to cast their ballot in a particular direction this November. In the 2016 U.S. presidential election, the Trump campaign was spending around $1 million per day on Facebook advertisements through their partner, Cambridge Analytica, who weaponized psychographic data to target who they identified as particularly persuadable voters (a group they internally labelled "The Persuadables").

It's a troubling saga documented well by Professor David Carroll in the very watchable and worthwhile documentary, The Great Hack. In fact, it was Cambridge Analytica who designed the "Lock Her Up" attack campaign against Hillary Clinton for the Trump team--there's more than a little irony looking back on these tactics, as it should be clear to most readers which of the two 2016 presidential candidates has been found guilty by a jury and may be more worthy of being attached to the slogan designed by Cambridge Analytica.

Lest you think I'm being partisan, it was widely reported that Democrats were already outspending Republicans by more than twofold in May 2024, with a total of $72.1 million spent on advertising by both parties in just the short period between March 6, 2024 and May 26, 2024. While parties were spending $1 million a day in 2016, those numbers have increased significantly in the interim, and the sophisticated digital advertising tactics they're employing directly target individuals in specific geographic areas and use troves of user data to hone in on precise demographics.

While many of us like to think we are free-thinking, rational individuals who come to our own conclusions and make our own decisions, it doesn't take much reflection on global history to realize that we can be easily persuaded. Hitler leveraged mass communication technologies and fiery speeches to convince millions of Germans to commit horrific atrocities in the 20th century in a world war that threatened democracy across the planet.

Fortunately for us, we receive from the wisdom of the ancient Greeks the arts of rhetoric and philosophy, which can help inoculate ourselves against the bombardment of messaging we face in our daily lives. With Americans now spending more than 3 1/2 hours on their smartphones every day, with more than three billion new Facebook posts being created daily and more than 100 million users leveraging ChatGPT and similar AI technologies to quickly generate content for social media, we live in a super-charged, super-confusing information environment where it is harder than ever to tell fact from fiction. I believe the lessons on truth and persuasion from the ancient Greeks that we receive from Plato and Aristotle are more important now than ever, as they can help us develop the critical skills needed to sift through the onslaught of information we receive not just from political parties but also from private companies, organizations, and governments.

What is Truth, and Who Can We Trust?

When we’re faced with evaluating the truth of a claim, we can boil down the whole, complex equation to a simple, four-part question: what is the credibility of a source or speaker, what are they trying to make me do or believe, what techniques are they using to make me feel or think that way, and why are they doing it? But no single part of this question is easy to answer. As one team of disinformation researchers wrote in their 2017 study, “Determining who’s behind information and whether it’s worthy of our trust is more complex than a true/false dichotomy.” More than two thousand years ago, Aristotle wrote about ethos and the credibility of speakers, as far back as 350 BCE. Now, we are just as likely to be fooled by a website, social media post, or vlog as we are to be persuaded by a person physically speaking. But we tend to fall into a default position of trust. If an article, post, speaker, or web page looks vaguely well designed and similar to other things we’ve read before, we tend to say, “Sure, that looks legitimate! Why not?” without questioning the purpose, intent, or origin of the information.

Credibility is difficult to assess; when we see a well-groomed man in a sharp suit and shiny tie on a cable network—or even in a YouTube video—we are immediately tricked into thinking the person is credible. It’s something like the Ted Bundy effect. The infamous serial killer dressed well, spoke intelligently, and carried himself like a well-meaning citizen. In this way, he was able to lure unsuspecting people to horrific deaths at his hands. All the time, we are being tricked in the same fashion. Just because someone is wearing fancy clothes and is sitting in front of a green screen doesn’t mean they know what they’re talking about. In truth, it doesn’t mean anything other than that they purchased a suit, tie, and green screen, and maybe they know how to use some video-editing software. In the same way, we too easily accept the information we read in online spaces to be valid simply because it’s there. We think, perhaps even at a subconscious level, “Well, this web page looks legitimate enough. It must be true.” But there’s nothing qualifying about the existence of a web page in today’s day and age. Anyone can create a website with a few dollars and an hour of time. Everywhere around us, we must be more sceptical of the credibility of the information that we see, read, and hear.

Too often we see political candidates make speeches on subjects with which they have no formal background. We’ve never elected a person with a PhD in Environmental Science to the presidency of the United States, yet every candidate for the position speaks confidently and unashamedly about environmental policy as though they are an expert in that field. When we ask these questions—what is the credibility of a source? What is it trying to make me do or think? How is it doing that? and Why are they doing it?—we start to engage in a process of rhetorical analysis. That is, we’re taking a critical step to stop messages from spellbinding us and working us over, and we start to assess communication in a more objective way.

Take a video advertisement for example. We see a Subaru commercial showing a car crash, but then the driver and their child safely walk away, saying they are thankful they bought a Subaru. This is trying to work us over through the method of what Aristotle called pathos—an appeal to emotion. The viewer feels something: the fear of losing their child, the trauma of an automobile accident, perhaps a lack of safety in their own vehicle. There might be dramatic, cinematic, swelling music that accompanies the advertisement and plays on our nervous system to increase our heart rates and create a sense of uncomfortable tension, which plays even further into this pathos. Then, the solution: just buy a Subaru. I have nothing against the Subaru automobile company—I drove an old, green, ’98 Subaru Outback for as long as it could possibly last, which was a long time—but I do have something to say about these tactics and how you can be better prepared to spot them, analyze them, and not let them influence your life. This is the power of rhetoric: to ask questions about credibility, intent, and purpose.

The logic of the advertisement is to make you feel fear, and to present you with a solution to that fear: “Buy a Subaru, and all your problems will go away. Protect your children by buying a Subaru.

Buy, buy, buy. If you don’t buy a Subaru, you must not love your children!” Of course that’s their purpose. They’re a car manufacturer. They’re in the business of selling cars by any means necessary. But is it true? Will buying a Subaru protect your family better than their competitor’s vehicle? We don’t know, and it’s too complex of a multi-factorial problem to figure out, even if we had the best data available. The world’s best quantum computer probably couldn’t help you with that one.

What Do We Know? (Spoiler: Not a Lot)

So, who is credible? Should we just trust no one? Credibility is a practical thing to think about. Who are you going to hire to fix your air conditioner, or perform your spinal surgery? You might have to look at several sources. You could read a surgeon’s biography on the hospital’s web page, look up their education, and see where they completed their residency. You could find out where they got their medical degree and how many years’ experience they have performing the surgery. You can ask that question directly to them: how many times have you performed this operation? You can find public data about the hospital to see what the post-operation infection rate is, and how it compares to other hospitals. These are all ways of evaluating the credibility of the institution and its messaging. But you must ask those questions: what is the credibility of a source, what is it trying to make me do or think, how is it doing that, and why are they doing it? Hopefully you come to find out that the hospital has a great surgeon who has years of experience and a great track record that will lead to a positive medical outcome for you. (That was my experience when the brilliant Dr. Craig Coccia performed an L5-S1 microdiscectomy on me when I was still in my twenties.) Skepticism and rhetorical analysis doesn’t always mean we have to end up in a place of negativity or conspiracy theorizing. It’s really the opposite. It just means we’re in search of the truth. We want to find the best solution for our problem.

Yet, we have no perfect institution for discovering truth. Even in the scientific community, for example, data might be faked in a clinical trial to push an Alzheimer’s drug to market in the pursuit of profit, or companies like Uber might hire scientists to publish peer-reviewed research that shows their services in a particular light. Human error and greed are everywhere. And, of course, we can hardly trust politicians and public figures who claim to have the benefit of average citizens on their mind while they use their inside knowledge to trade stocks, gerrymander, lie to the public, and block legislation that would help the average citizen with rapidly rising housing prices, stagnant wages, rising consumer debt, outrageously expensive college education, and a host of other real problems that affect hundreds of millions of Americans. This was precisely what Plato warned about in his dialogue, Phaedrus, when Socrates attacks the Sophists: powerful persuaders who had no sense of philosophy, no sense of ethics.

Politicians, more generally, seem to just kick the can down the road to the next administration, or even the next generation. We have seen administration after administration promise to fix the housing crisis, the global climate catastrophe, job shortages, infrastructure, and to boost the economy. Yet, the planet’s still burning, and people are still homeless and hungry, and it’s hard to say anyone’s listening to public opinion. Aren’t democracies supposed to serve the will of the people? By the people, for the people? If ever there was a group of folks who needed to orient themselves toward truth and read some philosophy, it’s the political class.

While our trust in these large institutions like government, news organizations, universities, and science-at-large is diminishing, the average citizen is also being bombarded by increasingly advanced, technologically sophisticated disinformation and misinformation through complex algorithms, digital media, and social media. Despite our general understanding that big-tech companies don’t have our best interests at heart, North Americans are still using their smartphones, on average, for more than three and a half hours a day and are exposed to thousands of advertisements every day. Marketers and writers have learned to disguise information as opinion pieces—sometimes called advertorials or referred to more generally as “native advertising”—such that it is becoming harder and harder to determine what is organic, natural content in social media and what is an advertisement. And here’s that study again: remember, The Stanford History Education Group (SHEG) found that 96 percent of high school students saw no reason to be suspicious of a web page about global warming “facts” clearly labelled as having been published by a fossil fuel company. We tend to assume that anything we read is credible, and we should be doing the opposite. We should be questioning the credibility of everything we read, see, and hear. Just because a web page looks clean and well-designed doesn’t mean that it is a vessel of truth and facts. It’s easy to build a professional looking website. You can make a whole website in about ten minutes with drag-and-drop web-building tools, which are widely available for anyone to use. If Plato were around today, we'd have to ask him to sit down before he read this study by SHEG.

All of this might seem like an insurmountable and world-ending situation. But it may soften your concerns a bit to know that these are problems humans have been dealing with since the dawn of time. That doesn’t make our present concerns any less species-threatening, but it does go to show something about the nature of human experience and civilization. It’s hard to go anywhere in the world without someone trying to sell you something or lie to your face for their personal gain in the service of their ideology. The short answer to the question of who to trust is: trust no one but yourself. But if you’re going to learn to trust yourself, you must learn to become a better thinker and analyzer of information and credibility, a lesson that we receive from the ancient Greeks, who also struggled with these issues of truth and lies, just as we do today. Because if we are so easily persuaded and deceived, how can we even trust ourselves not to be fooled and not to spread misinformation accidentally? Socrates had insight for this, too: we must humbly admit that we know very little about the world and the universe. Spend two minutes with an inquisitive five year old and you'll see how little you really know:

"Dad, what is water made of?"

"Uh... molecules."

"What are molecules made of?"

"Well, water molecules are made of two hydrogen atoms and an oxygen atom, basically: H2O."

"But what are atoms made of?"

"Eh, quarks, maybe? Subatomic particles. No one really knows, yet. They built a big machine called the Large Hadron Collider where they smash the atoms together to see what's inside of them. Strings, maybe."

"Strings?!"

"Yeah, strings, maybe. We're all made up of strings."

Daniel W. Lawrence, PhD is Associate Professor of Writing at the University of Wisconsin - Superior, and author of the new book, Disinformed: The History of Humanity's Search for Truth (Urano World, 2024): Amazon US | Amazon UK

In this gripping narrative, Dr. Dan Lawrence explores humanity’s troubled relationship with truth, from the propaganda tactics of King Sargon of Akkadia to the sophistication of present day hyper-targeted political advertising on social media. Spanning thousands of years of human history, Dr. Lawrence urges us to fight against disinformation and wrest back control of our minds using the critical toolbox of rhetoric: the ancient, lost art of persuasion laid down long ago by Socrates, Plato, and Aristotle. From the first known author, the High Priestess Enheduanna, to the modern-day developments of social media and algorithmic and procedural communication and targeted advertising, Dr. Lawrence shows how rhetoric is not just a tool to persuade and manipulate, but a toolkit for us all to use to evaluate the onslaught of persuasive messaging that we confront in our everyday lives. The time to take back the truth is now.

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Sir Robert Peel (1788-1850) was one of the most dominant politicians of the nineteenth century in Britain. He is well-known for founding the Metropolitan Police Service in 1829 and repealing the unpopular Corn Laws in 1846. These measures were certainly instrumental in providing a degree of stability since they began the process of making streets safer and making bread cheaper for the people, respectively. Yet, Peel is also controversial. Whilst he has been widely accredited with bringing social and political stability to Victorian England for ordinary people, Peel had initially opposed some of the most progressive measures of his day. Furthermore, recent reappraisals of Peel have suggested that his efforts have been exaggerated. It is worth considering the extent to which Peel truly helped create mid-Victorian social and political stability.

Beth Ross explains.

Sir Robert Peel. Portrait by Thomas Lawrence.

Metropolitan Police, Corn Laws, and Social StabilityDuring his time as Home Secretary and Prime Minister, Peel brought in a series of reforms that intended to improve the condition of England. First and foremost was the 1829 Metropolitan Police Act. Prior to the Act’s passing, there was no organised police force in England. The only forces were the Manchester Police and Bow Street runners, who were considered corrupt or unable to prevent crime.[1] In London, the situation was worse; parishes reserved the right to manage their watches independently, and there were generally no police on patrol during the night.[2] An indication of the system’s incompetence before Peel lies in the fact that crime rates in London were increasing. At its peak, one in every 383 people was a criminal.[3] Riots, too, were becoming common. Imminent reform was evidently needed, prompting Peel to respond with a scheme that began in London. A new police force was set up, headed by two magistrates. To increase the morality and efficiency of this force, Peel ensured that the two senior magistrates were “of the highest capacity and character.”[4] It did not take long for their success to become apparent. During the mounting political unrest of the 1830s and 1840s, only London had any hope of maintaining a modicum of peace.[5]This was largely thanks to the establishment of the new police force, whereas other local authorities struggled. Furthermore, the police created by Peel also set a precedent for becoming the model other developing forces would follow over the next quarter of the century.[6] The new force was also instrumental in maintaining order. In 1848, with the Chartists marching on London, the upshot was astonishingly orderly and had a relatively low level of violence.[7] It was said that one of the main reasons for this outcome was the existence of Peel’s police.

Peel’s police force undeniably had a positive impact on maintaining social security and stability. What would essentially have been a chaotic situation was diffused by a police force constructed mainly by Peel. Urgent reform had obviously been needed in this area, and it can justifiably be argued that Peel certainly delivered it. The police force, alongside Peel’s criminal laws, have often been hailed for their contributions in creating social stability. So, too, was his repeal of the Corn Laws in 1846. Although this was a disastrous move for his party, it improved the hardships of ordinary workers. When the Corn Laws were in effect, employees had to pay extra for bread, a challenging burden in the current economic conditions.[8] The repeal of the Laws benefitted the bottom 90% of income earners, making the movement a very “pro-poor policy.”[9] Unsurprisingly, Peel was widely celebrated and fondly remembered by the people after his death, primarily for repealing the Corn Laws. High bread prices had been one of the most debilitating aspects of nineteenth-century England.[10] Peel had, in effect, taken one of the most significant burdens on low-income families and erased it completely, thus improving their standard of living to a degree.

Limitations of his ReformsOn the other hand, it is also possible that undue credit has been given to Peel for the changes his reforms instigated. With his criminal laws, Peel attempted to encourage juries to convict criminals by removing the death penalty for several offences, believing that juries were far less likely to make convictions for fear of condemning someone to death.[11] However, the reduction in death sentences only started after Peel left his office as Home Secretary in 1830, and noticeable law changes did not occur until the Whigs took power.[12] Executions, the very thing that Peel had sought to reduce, only decreased on a larger scale under Russell, the Whig who succeeded Peel as Prime Minister.[13] In another instance, Peel’s 1844 Banking Act created two separate departments within the Bank of England to maintain regulation. In reality, this had the opposite effect. Because the Bank now could issue loans on the market like many other banks, a surfeit of cheap money emerged. This, in turn, worsened over-speculation on the performance of railways, leading to a financial meltdown in 1847 (albeit a brief one).[14] Ultimately, the 1844 Banking Act was temporarily suspended, attesting to its failure. Peel has even been blamed for “the economic ruin of thousands.”[15]Admittedly, the Act would eventually lay the foundations for Britain’s financial policy up until the First World War,[16]but it cannot be denied that it was a failure in the short term. Therefore, it appears that the credit given to Peel for specific innovations has been over-emphasised.

A Progressive Politician?As mentioned above, Peel was a controversial character. Earlier in his career, he had ardently opposed what was considered some of the “most great progressive movements of the age.”[17] These were votes for working men, Catholic Emancipation, and the 1832 Great Reform Bill. Regarding the Bill, Peel felt that it was extremist in nature and would threaten the current constitution.[18] Somewhat arrogantly, he thought it was wrong for the government to concede to public opinion. Although the Bill only had a limited impact, it did increase the electorate and lay the groundwork for further change.[19] Peel essentially opposed the beginnings of progressive change, which would potentially benefit society. Concerning Catholic Emancipation, he refused to support it at first because Catholics did not swear allegiance to the Crown.[20] While he eventually threw his support behind both causes, it is worth noting that he only supported Emancipation for fear of an Irish uprising in 1829.[21] Had this threat not existed, Peel probably would have remained firm in his original views, thus leaving Catholics vulnerable and without any political rights. Moreover, he also refused to support a bill proposing that working days be reduced to ten hours only. Yet when a twelve-hour bill was proposed in 1843, Peel threatened Parliament with his resignation if it did not go through.[22] He even accepted an amendment to the Mines Bill, which suggested that the age of exclusion from work be lowered from thirteen to ten.[23] Taking these instances into account portrays Peel in a new light. Rather than being the engineer of social stability, Peel instead emerges as a less progressive politician than is usually supposed. Technically, his refusal to support a bill that would reduce the hardships of a working day for ordinary people, alongside his initial opposition towards Catholic Emancipation, meant that Peel was working against creating mid-Victorian social stability.

Political InstabilityWhilst it can be said that Peel at least contributed to social stability in part through his creation of the Metropolitan Police Force, it can be argued that he contributed to stability less on a political scale. During his term as Leader of the Opposition and Prime Minister, relations between Peel and his party were fraught. In fact, the Conservatives had broken up when he resigned in 1846 and were to see limited power for the next thirty years.[24] Most Historians, by all accounts, blame Peel for this outcome, citing his arrogant and aloof nature as the primary cause. Even Norman Gash, a biographer of Peel known for his praise of the man, admitted that Peel demonstrated these qualities.[25] His relationship with his backbenchers was even worse. They usually received his scorn. Then, on the matter of the Corn Laws, Peel refused to discuss anything with them.[26]

His behaviour towards his backbenchers effectively destroyed the party’s loyalty to him after years of tension. 231 voted against Peel on the Corn Laws, whilst only 112 sided with him.[27] Many of the Tories felt deceived by Peel after he had fought the 1841 election by promising to defend agricultural protection.[28] Peel was hardly wrong for repealing the Corn Laws – on a social scale, they had quite a positive impact. However, from a political perspective, it had the opposite effect since his decision cost the Conservative Party its unity and resulted in its split. The repeal was a success for the nation, but Peel can and should still be held accountable for its lasting damage to his party. Had Peel communicated with his party more and showed more respect for his backbenchers, the general tensions and subsequent split of the party in 1846 may have been avoided.

Overall, Peel was indeed the engineer of social stability to an extent. The unrest that England had previously been dealing with gradually transformed into stability.[29] For the next 25 years after 1846, social discontent was far less prevalent than it had initially been.[30] However, Peel’s contribution should not be overstated. Whilst he undoubtedly played a role in ensuring stability in Victorian social life, he also blocked some of the most popular reforms of his time. He rejected the Chartists’ call for democracy in the early 1830s and late 1840s. Of the significant reforms he did enact, not all had as much impact as has previously been accepted. Besides, regarding political stability, it is difficult to argue that he brought much security to that area, if any. Peel was partially to blame for the Conservative Party’s split in 1846. A compromise may have been reached between Peel and the party had he not acted so coldly towards his backbenchers. As his repeal of the Corn Laws showcases, Peel was a Conservative devoted to acting in the nation’s interests above his own party’s. Whilst this helped to bring about a degree of social stability, it is clear that his efforts have previously been exaggerated and were also at the expense of the political stability of the Conservative party.

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Bibliography

Adelman, P., Peel and the Conservative Party, 1830-1850 (London: Longman, 1989).

Beales, D., ‘Review: Peel, Russell, and Reform’, The Historical Journal, (1974), 17(4), pp.873-882. Available at: https://www.jstor.org/stable/2638561 [Accessed July 21, 2024].

Briggs, A., The Age of Improvement, 1783-1867, 2nd ed. (Oxford: Routledge, 2014). Available at: https://www.vlebooks.com/Product/Index/2022035?page=0&startBookmarkId=-1 [Accessed 21 July 2024].

Cragoe, M., ‘Sir Robert Peel and the “Moral Authority” of the House of Commons, 1832-41’, The English Historical Review, (2013), 128(530), pp.55-77. Available at: https://www.jstor.org/stable/23362289 [Accessed July 21, 2024].

Crosby, T. L., Sir Robert Peel’s Administration, 1841-1846 (Devon: David & Charles Ltd., 1976).

Evans, E. J., Sir Robert Peel: Statesmanship, power and party, 2nd ed. (London: Routledge, 2006).

Evans, E. J., The Forging of the Modern State: Early Industrial Britain, 1783-1870, 4th ed. (Oxford: Routledge, 2019).

Gash, N., Mr Secretary Peel: The Life of Sir Robert Peel to 1830 (London: Longmans Green Ltd., 1961).

Gash, N., Sir Robert Peel: The Life of Sir Robert Peel after 1830 (London: Faber and Faber Ltd., 2011).

Gaunt, R. A., Sir Robert Peel: The Life and Legacy (London: I.B. Tauris and Company Ltd., 2010). Available at: https://ebookcentral.proquest.com/lib/anglia/detail.action?docID=676745 [Accessed July 21, 2024].

Hawkins, A., ‘“Parliamentary Government” and Victorian Political Parties, c.1830-c.1880’, The English Historical Review, (1989), 104(412), pp.638-669. Available at: https://www.jstor.org/stable/570379 [Accessed July 21, 2024].

Hilton, B., A Mad, Bad, Dangerous People?: England, 1783-1846 (Oxford: Oxford University Press, 2006).

Hurd, D., Robert Peel: A Biography (London: Phoenix, 2008).

Irwin, D. A., and Chepeliev, M. G., ‘The Economic Consequences of Sir Robert Peel: A Quantitative Assessment of the Repeal of the Corn Laws’, The Economic Journal, (2021), 131, pp.3322-3337. Available at: https://doi.org/10.1093/ej/ueab029.

Morrow, J., ‘The Paradox of Peel as a Carlylean Hero’, The Historical Journal, (1997), 40(1), pp.97-110. Available at: https://www.jstor.org/stable/3020954 [Accessed July 21, 2024].

Ramsay, A. A. W., Sir Robert Peel, ed. by Basil Williams (London: Constable and Company Ltd., 1928).

Read, D., Peel and the Victorians (Oxford: Basil Blackwell Ltd., 1987).

[1] Ramsay, 87

[2] Ramsay, 87; Hurd, 103

[3] Ramsay, 87

[4] Ibid, 88

[5] Read, 103

[6] Gash 1961, 506

[7] Hurd, 106-7

[8] Evans 2006, 71

[9] Irwin and Chepeliev, 3324

[10] Evans 2006, 1

[11] Ibid., 16-17

[12] Beales, 880

[13] Evans 2006, 17

[14] Hilton, 549-550

[15] Ibid.

[16] Gaunt, 56

[17] Evans 2006, 2

[18] Adelman, 8; Hawkins, 652

[19] Cragoe, 56

[20] Evans 2006, 2; Hurd, 41

[21] Evans 2006, 2

[22] Adelman, 41

[23] Ibid., 39

[24] Evans 2006, 3

[25] Evans 2019, 332; Crosby, 148; Gash 2011, 708

[26] Morrow, 105

[27] Briggs, 294

[28] Evans 2019, 329

[29] Gash 2011, 714

[30] Evans 2019, 334

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The Vicksburg campaign was a key series battles from 1862 to 1863 in the US Civil War. The fighting was focused on Vicksburg, Mississippi. In part two of a two-part series, Lloyd W Klein looks at how Grant devised a solution.

See part 1 on the strategic problem of Vicksburg here.

The Battle of Big Black River Bridge, as shown in *Harper’s Weekly* in June 1863.

General Ulysses Grant had surreptitiously moved his army and navy south of Vicksburg and created diversions to keep the Confederate commander Lieutenant General John C. Pemberton from knowing his whereabouts. But now, he had to cross the Mississippi River to be on the same side of the river as Vicksburg. Porter effectively managed to relocate steamships and transport vessels from the northern region of Vicksburg to where Grant's troops were stationed, ready for transportation across the river. Grant's infantry had advanced southward, and with an abundance of supplies and river transports, the Union Army was finally able to cross the Mississippi River. The Federal landing at Bruinsburg, Mississippi, on April 30, 1863, and the ensuing victory at the Battle of Port Gibson the next day were the start of Grant’s movement toward Vicksburg.

However, the crossing did not unfold as smoothly as anticipated.

Grant's initial strategy to land at Grand Gulf was thwarted by a Confederate division that had fortified the area, and even a bombardment by Union ironclads failed to dislodge them. Consequently, Grant instructed Porter and McClernand to facilitate a crossing at Grand Gulf, Mississippi. On the morning of April 29, McClernand embarked his troops on transports at Hard Times, awaiting Porter's gunboats to weaken the Confederate stronghold. Following a five-hour battle, the Confederate forces emerged victorious as Porter's vessels retreated, sustaining casualties in the process. The Battle of Grand Gulf ended in a Confederate victory when Porter's vessels withdrew after losing 19 killed and 56 wounded.

McClernand unloaded his soldiers and marched them south to De Shroon's (or Disharoon) plantation, located about 5 miles north of Bruinsburg on the west bank of the Mississippi River. That night, Porter's gunboats and the transports ran the Grand Gulf batteries and joined McClernand's men at De Shroon's. Grant arrived on April 29 and devised a new plan to disembark his soldiers at Rodney, Mississippi, located around 12 miles downstream. However, a fortuitous encounter with an escaped slave led Grant to Bruinsburg, a port with excellent steamboat facilities and a convenient road leading up the bluffs east of the river. Upon arrival, the soldiers found the port nearly deserted, with only a local farmer as a witness to their invasion.

Battle of Port Gibson

The Battle of Port Gibson began with the landing of 17,000 Union soldiers at Bruinsburg, Grant's army, after successfully crossing the river, proceeded towards their initial target, Port Gibson, located approximately ten miles east of Bruinsburg. This strategic location held control over the local road network, making it a crucial objective for the advancing Union forces. The skirmishes between the Union army and Confederate outposts lasted for three hours on May 1, before escalating into a full-fledged battle at dawn.

The challenging terrain initially favored the Confederate defense, characterized by flat-topped ridges and steep ravines. The ridge-tops were devoid of trees, while the ravines were densely covered with vegetation, making off-road movements arduous. Centers Creek, situated between the Bruinsburg and Rodney roads, posed a significant obstacle due to its near-impassable nature. McClernand, overseeing the attack with Porter's assistance, navigated the challenging terrain to lead the Union forces toward their objective.

Under McClernand's command, the Union forces encountered solid Confederate defense, with Brig Gen Martin Green leading the main brigade. However, the tide turned when Logan managed to flank the Confederate right, compelling the defenders to retreat. The unexpected arrival of Union forces in the evening led to a rare night battle, with Green requesting support from the Rebel right flank. Just as reinforcements arrived from Vicksburg, Osterhaus launched an attack on the Confederate right flank, further destabilizing their defense. The Confederates continued to fall back and establish new defensive positions at different times during the day. Eventually, they conceded and left the field in the early evening. The collapse of the Confederate line following Logan's assault prompted a retreat, ultimately resulting in the fall of Port Gibson and Grant's subsequent advancement inland. Grant was now in control of Port Gibson and Grand Gulf.

Grant’s defeat of the garrison at Port Gibson forced the abandonment of the defenses at Grand Gulf. Pemberton was caught with his army scattered and could only oppose Grant with inferior forces at Port Gibson. The battle allowed control of the entire area where the Union army needed to cross the river and start its movement.

Grant was faced with a critical decision at this stage, as he had multiple options available to him. One possibility was to launch an attack on Vicksburg from both the south and the east. Another option was to collaborate with General Banks, seize Port Hudson, and then proceed to march on Vicksburg as a combined force. However, Grant was well aware of Banks' incompetence and had no intention of allowing him to disrupt their operations. If Grant had chosen to join forces with Banks, he would have been subordinate to him, which he strongly opposed.

Consequently, Grant had to carefully consider his next move. Although his orders, or at least Halleck’s plan, were to rendezvous with General Banks and capture Port Hudson before jointly assaulting Vicksburg, Grant decided to deviate from these instructions. Instead, he sent a message to Halleck, informing him that Banks was currently engaged in his own operations, and that waiting for him to finish would require waiting another month. Instead, Grant made the deliberate choice to advance independently, fully aware that it would take approximately 8 days for his message to be received and a response to be given. By avoiding the collaboration with Banks, Grant was able to pursue his own plans without any hindrance. As a result, he found himself in a favorable position to accept the surrender of Pemberton, while Banks remained stationed at Port Hudson.

The Move Inland

Once the areas on the river crossings were in Union control, Confederate forces situated between the Big Bayou Pierre and the Big Black River found themselves in a compromised position. Recognizing this vulnerability, the Confederate troops swiftly moved towards Hankinson's Ferry across the Big Black River. At this juncture, Grant's original plan was to feign a move north along the same path as a diversion to threaten a direct advance toward Vicksburg. However, reconnaissance revealed that Pemberton had established formidable defensive positions to the south of the city.

Consequently, on May 7th, Grant made a strategic decision that would later be regarded as one of the most brilliant maneuvers of the war. He opted to disrupt the city's supply line by capturing the railroad connecting Jackson to Vicksburg. This route involved a shift towards the east, with the ultimate objective of turning west to launch an assault on Vicksburg. By cutting off the town's supply lines, its strategic advantages were transformed into vulnerabilities.

Rather than taking a direct approach towards Vicksburg from the southern front, Grant led his army in a northeasterly direction, utilizing the protection of the Big Black River on his left flank. The plan was to target the Southern Railroad of Mississippi between Vicksburg and Jackson. Severing this vital transportation link would cut Pemberton's supply chains and communication networks, effectively isolating Vicksburg. As the Union forces advanced inland, each corps was strategically positioned, with McClernand's on the left, Sherman's in the center, and McPherson's on the right. However, the further Grant's army moved inland, the more susceptible they became to potential attacks.

The Supply Line

The crucial question of the whole campaign is how Grant would supply his army. Grant established a base at Grand Gulf on the Mississippi River to support the army's advancement inland. This supply base played a crucial role in sustaining the Union Army's movements in Mississippi. However, it is important to note that Grant did not completely sever his supply line when he reached Vicksburg and reconnected with the fleet on the Yazoo River. It is a misconception, often perpetuated by modern narratives, that Grant was without a supply line. Grant actually established and effectively maintained a main supply route throughout his movement toward Vicksburg.

General Sherman expressed apprehensions regarding Grant's logistical planning, deeming it insufficient and vulnerable to attacks. Grant, in opting for an indirect approach to Vicksburg by targeting the railroad east of the city. necessitated a longer and riskier supply route. This choice prompted Sherman to caution Grant about the potential challenges of maintaining such a large army with limited resources. Grant's response reflected his reliance on utilizing available provisions and sourcing the rest from the surrounding area. Sherman on May 9 warned Grant: "There are over 500 wagons across the river ... Stop all troops till your army is partially supplied with wagons, and then act as quickly as possible, for this road will be jammed as sure as life if you attempt to supply 50,000 men by one single road." Grant replied, "I do not calculate the possibility of supplying the army with full rations from Grand Gulf ... What I do expect, however, is to get up what rations of hard bread, coffee, and salt we can, and make the country furnish the balance."

The myth of Grant's cutting loose from his supply base began when Charles Dana, a former reporter who accompanied Grant's army as an observer for the Secretary of War, wrote back to Washington on May 4, 1863: "As soon as Sherman comes up and the rations on the way arrive, he [Grant] will disregard his base and depend upon the country for meat and even for bread." In 1867 Adam Badeau, a former Grant staff officer, published the first volume of his three-volume Military History of General U. S. Grant. Badeau wrote that "[Grant] at once decided to abandon his base altogether, to plunge into the enemy's country with three days rations, trusting to the region itself for forage and supplies." A year later, in The Personal History of U. S. Grant, Albert Richardson compared Grant's Vicksburg Campaign with "Scott's brilliant campaign from Puebla to Mexico," and wrote that Grant "determined to abandon his base."

However, Grant himself refuted these claims during an interview in 1879 with a New York Herald reporter, clarifying that he did not sever ties with his supply base during the Vicksburg Campaign. Grant said that, as his troops crossed the Mississippi on April 29 and 30, he "had rations in abundance on board the transports, but no transportation for them into the interior." He said he did not abandon his base but "directed the officers to gather all the wagons and teams they could from the plantations as we moved on." He explained that while his troops had ample rations upon crossing the Mississippi, there was a lack of transportation for these supplies. Grant emphasized the importance of maintaining a supply line for essential items that could not be procured from the local environment, such as ammunition, coffee, bread, salt, and sugar.

But, when writing his Personal Memoirs in 1885, more than 22 years after the conclusion of the Vicksburg Campaign, his account of the supply line issue added to the confusion. Grant supported the myth that he had decided to abandon his supply base at Grand Gulf on May 3 by stating, "I determined to move independently of Banks, cut loose from my base, destroy the rebel force in Vicksburg and invest or capture the city." This statement was almost identical to one he had previously written for an article in Century magazine in July of 1884, which was published in 1885 and later included in the four-volume Battles and Leaders of the Civil War in 1887. Grant's use of the phrase "cut loose from my base" at Grand Gulf on May 3, often cited by authors and historians, contradicts his own words eight pages later. Grant recalled that on May 12, at Dillon's farm, he decided to redirect his columns towards Jackson. He wrote, "But by moving against Jackson, I uncovered my own communication. So I finally decided to have none — to cut loose altogether from my base and move my whole force eastward. I then had no fears for my communications, and if I turned quickly enough could turn upon Pemberton before he could attack me in the rear." Therefore, it becomes clear that Grant intended to secure his communications, rather than solely focusing on food supplies.

The Battle of Raymond

Grant devised a new strategy on May 7th, opting for an indirect approach rather than a direct assault on Pemberton's forces south of Vicksburg. Instead of crossing the Big Black River and heading north, Grant planned to reach the railroad east of Vicksburg and approach from that direction. This plan, however, came with its own set of risks and challenges, as it required a longer line of supply. Despite the potential difficulties, Grant's army continued to move northeastward towards the railroad on May 11th, while General McClernand expressed concerns about the enemy isolating the Union army by cutting off their supply line.

Grant intended to first cut off the railroad before launching an attack on Vicksburg. As his forces drew closer to the railroad, Grant discovered that Pemberton had already begun constructing fortifications to protect it. It became evident that Vicksburg had strong defenses in the southern part of the city and a well-established supply line from Jackson via the railroad. Grant believed that the enemy was positioned to the north, defending the railroad.

Pemberton suspected that Grant's primary target was the railroad. In response, he strategically positioned his troops along the entire line from Warrenton to Bovina, constructing fortifications at key points. As Grant's intentions became more apparent, Pemberton extended his line of defense to Edwards Station and fortified that area as well. However, this left the rail centers at Bolton and Clinton vulnerable. To address this, Pemberton ordered reinforcements arriving from the south and east to march to Raymond, where they would form the left wing of his army, guarding the north-south roads that connected the rail line from Jackson to Vicksburg. Pemberton planned to strike Grant in the flank if he attacked Edwards Station or the Big Black Bridge. If Grant turned toward Jackson, Pemberton would strike him in the flank and rear as he passed.

Many renderings of the Battle of Raymond suggest that Johnston was in command in Jackson at this time. In fact, on May 10, he is not present in the vicinity, having just been appointed commander. He was en route; Johnston wasn’t even appointed until May 9 and didn’t arrive until May 13; at that point, McPherson was already positioned between the two Confederate armies.

Pemberton knew that reinforcements were gathering in Jackson. So, on May 10 he ordered them all to a small town called Raymond about 20 miles southwest of Jackson.

General John Gregg led a brigade to Raymond with the intention of ambushing a Union advance party, despite his limited military experience as a Texas politician. However, faulty intelligence led him to believe he would only face a small contingent of Union troops. After an exhausting 200-mile march from Port Hudson, Gregg's 3,000-man brigade arrived in Jackson on May 9th, only to be ordered to march 19 miles to Raymond after a day of rest. Arriving late in the afternoon on May 11th, his men were so fatigued that they dropped to rest where they stood.

Meanwhile, Grant had authorized McPherson to begin his march toward Jackson on the same day. Gregg, under explicit orders to not engage a larger force, was supposed to withdraw slowly toward Jackson while alerting Pemberton for a coordinated strike. However, McPherson's strategic deployment of troops lured Gregg into a pitched battle by concealing his forces and showing only Logan's 2nd Brigade up the road. This tactical maneuver led to Gregg's brigade being drawn into a confrontation, McPherson then had the 1st and 3rd Brigades march through the woods unseen. Once Logan’s entire division was in place, he ordered the men forward.

At approximately 10:30 am, McPherson issued the command to move forward. The 23rd Indiana, known for their skills as skirmishers, defied orders and crossed the creek ahead of the federal line, unknowingly setting off the Confederate ambush. Overwhelmed by the two Confederate regiments, the Hoosiers fled with the Confederates in pursuit. The Confederates, in turn, chased the Indiana troops across the creek only to be met by a hidden federal infantry brigade. A complex and chaotic engagement developed as three Confederate regiments emerged from the woods after chasing away a cavalry picket only to find that the force they had been ordered to encircle was two federal brigades. Although some accounts suggest McPherson sent in his men in waves, perhaps due to weather conditions, others say he was hiding his deployment from Gregg to deceive him.

Gregg found himself in a challenging situation as he attempted to disengage from the fight. By 4 pm, he finally managed to regroup his forces and ordered a retreat. However, amid the chaos, Gregg failed to communicate the unfolding events to Pemberton, leaving a gap in the Confederate command structure and strategic coordination.

As Gregg retreated through Raymond, reinforcements began to arrive to cover his withdrawal, including cavalry regiments, infantry units, and a brigade from Georgia. With approximately 5,000 men on the field, McPherson's forces were consolidating towards the fortifications being constructed in Jackson. The opposing forces clashed at Fourteen Mile Creek, where Gregg attempted to halt the Union army's advance. Despite initial success in causing heavy casualties, the Confederate troops were eventually outmatched by the Union's superior numbers and firepower, leading to a strategic retreat back to Jackson.

General Joseph Johnston and Jackson MS

Grant's strategic plan revolved around disrupting the railway supply route that connected Vicksburg to Jackson. The primary objective was to prevent potential attacks from General Johnston, who was stationed in Jackson, that could have resulted in Grant's forces being trapped between Johnston and Pemberton. To execute this plan, Grant made adjustments by instructing McClernand and Sherman to hold Pemberton in position while McPherson swiftly advanced from the rear to capture the state capital. This tactical maneuver aimed to sever Pemberton's supply line and weaken the defenses of Vicksburg, ultimately allowing McPherson to rejoin Grant's forces.

On May 14, 1863, Grant redirected his army towards the east to force General Johnston's forces away from Jackson. Johnston, with the majority of his army, retreated along the Canton Road. This retreat prevented Johnston from joining forces with Pemberton, who was now isolated in Vicksburg. With Johnston out of the picture, Grant shifted his focus back to Vicksburg. Once the Union forces gained control of the capital, communication between Pemberton and General Johnston was severed, further isolating Pemberton's troops.

In response to Johnston's orders, Pemberton, commanding approximately 23,000 men divided into three divisions, was instructed to leave Edwards Station and launch an attack on the Union troops at Clinton. However, Pemberton and his generals believed that Johnston's plan would likely lead to disaster. Instead, they decided to divert their attention and attack the Union supply trains en route from Grand Gulf to Raymond. On May 16, Pemberton received another message from Johnston reiterating his previous orders. Unfortunately, Pemberton had already set off after the supply trains and found himself on the Raymond-Edwards Road, with his rear positioned at a crossroads just south of the crest of Champion Hill. As a result, when Pemberton obediently ordered a countermarch, his rear, including the supply wagons, inadvertently became the vanguard of his attack.

Battle of Champion Hill

The Battle of Champion Hill, which took place on May 16, 1863, marked a significant turning point in the Vicksburg Campaign. It was a critical moment for Pemberton, as he had one last opportunity to fend off Grant's forces. However, his confusion during this crucial juncture ultimately sealed his fate. With his troops outnumbered 32,000 to 22,000, Pemberton formed a defensive line along a ridge that overlooked Jackson Creek. This defensive position covered the Middle Road and Raymond Road to the south.

In the early morning of May 13, the three divisions of Generals Bowen, Loring, and Stevenson marched out from the Black River fortifications and began their strike toward what Pemberton hoped was the rear supply line of the Federal Army. More importantly, Grant knew Pemberton was coming. One of the messengers between Johnston and Pemberton was actually a Union operative who turned over his messages to General McPherson, who in turn reported the information to Grant. On the morning of May 16, 1863, the rebels met, not Grant’s supply line as expected, but most of his Federal Army at a place known as Champion’s Hill.

The situation became precarious for Pemberton when General Stephen D. Lee, stationed atop Champion Hill, alerted him to a Union column advancing on the Jackson Road. This Union movement threatened to cut off the Southern forces from Edwards Station and the vital route to Vicksburg. In response, Pemberton shifted his troops northward to protect the hill and the Jackson Road.

Grant, on the other hand, ordered attacks by Logan and Hovey, while John A. McClernand's corps launched an assault on Pemberton's left flank, and James B. McPherson's corps attacked from the right. Despite the excellent defense provided by Stephen Lee, the Union forces managed to seize the crest of the hill around 1 PM. McPherson's corps continued to advance, capturing a crucial crossroads and effectively closing off the escape route via the Jackson Road.

Although a counterattack by Bowen's division briefly pushed the Federals back beyond the Champion Hill crest, they were unable to maintain their position due to insufficient numbers. Recognizing the dire situation, Grant launched a counterattack, committing all of his forces. Pemberton's men were unable to withstand this assault, prompting him to order his troops to utilize the only remaining escape route, the Raymond Road crossing of Bakers Creek.

McPherson on the right (north) flank fought the lion’s share of the battle. His casualties constituted the bulk of the Union losses, about 2,500. The Confederates suffered about 3,800 casualties, perhaps half were captured. Grant criticized the lack of fighting spirit of McClernand, his rival for Union Army leadership. McClernand had delayed his attack and then was stopped by a smaller force. McClernand's casualties were low on the Union left flank (south). Sherman and the others wanted to see him gone, but Grant counseled a different course of action.

The decision made by General Pemberton regarding the abandonment of Vicksburg, as ordered by General Johnston, remains a pivotal question in the context of the entire war. This question not only fueled a post-war dispute between Pemberton and Johnston but also subjected Pemberton to enduring criticism. On one hand, General Johnston displayed little confidence in defending Vicksburg and instead advocated for the merging of Pemberton's forces with his own. By uniting their armies, Johnston believed they could confront Grant's troops in an open battle and subsequently allocate their forces to other vulnerable areas of the Confederacy. Conversely, Confederate President Jefferson Davis consistently emphasized the importance of safeguarding Vicksburg at all costs, leaving Pemberton torn between conflicting directives. It is crucial to acknowledge the challenging position Pemberton found himself in, torn between the expectations of his military and civilian superiors.

However, fair criticism can be directed towards Pemberton for his slow response, failure to anticipate Grant's movements and lack of coordination with Johnston. Attempting to appease both his military and civilian superiors proved to be an impossible mission. The complexities of the situation, coupled with the pressure to please conflicting authorities, hindered Pemberton's ability to make swift and strategic decisions. While it is understandable that he could not simply disregard the orders of his president, the consequences of his indecisiveness and lack of proactive measures were significant. Pemberton's retreat from Vicksburg ultimately resulted in continuing censure and placed him at the center of scrutiny for years to come.

Battle of Big Black River Bridge

Pemberton realized that his army was at a numerical disadvantage, prompting him to make the strategic decision to retreat towards the Big Black River Bridge. To buy time for the Confederate army to regroup, he assigned General William W. Loring's division to hold Raymond Road while the rest of the troops moved north. The division under Bowen and the brigade of John C Vaughn were tasked with defending the works at the bridge, with the advantage of natural barriers such as swampy terrain and a bayou in front of them.

On the Union side, Major General John McClernand led the pursuit of the Confederates and engaged Bowen's rear guard. A swift Union charge managed to break the Confederate position, leading to a rout during the retreat and river crossing. Many Confederate soldiers were captured in the process, while the remaining troops sought refuge within the fortifications at Vicksburg, Mississippi, marking the beginning of the siege of Vicksburg the following day.

Grant had initially planned for General Sherman to surprise Bowen and Vaughn at the Big Black River crossing at Bridgeport, seven miles away, where he could reach the west bank of the Big Black River and take Bowen and Vaughn by surprise. Meanwhile, his subordinate Gen. Michael K. Lawler had a different idea.

Martin Green’s Brigade held the Confederate left without any artillery support, while Lawler’s brigade was positioned nearby in the tree line. A scout informed Lawler of a sunken area close to the Rebel line, allowing his men to charge across open ground with minimal risk from artillery fire. Recognizing a strategic opportunity – no one was covering the river – his brigade charged a sunken area that was bisected by a marsh.

The following morning, Lawler’s Brigade took the initiative to charge the Confederate lines without explicit orders, disappearing from view after advancing 50 yards. During the charge, both sides engaged in intense artillery exchanges, resulting in General Osterhaus of Grant’s command being wounded by a Confederate shell. Meanwhile, Gen. Eugene Carr’s Division began to assemble opposite the Confederate lines.

By 9 o’clock, Lawler identified an opportune location to strike the Rebel defenses and ordered his men to charge. The Federal troops, who had seemingly vanished from sight, reemerged and swiftly advanced the remaining 50 yards to assault the gap between Martin Green’s Arkansas Brigade and Vaughn’s Tennessee Brigade. Despite facing fire from infantry and artillery as they crossed the bayou, the Federal soldiers managed to breach the Confederate breastworks and engage in close combat. Witnessing the success of Lawler’s charge, the rest of the Union line followed suit and joined the assault. Overwhelmed by the increasing number of Union infantry, the Confederates retreated, leaving behind their cannons and approximately 1,700 men who surrendered.

The significance of this small battle cannot be understated. The Confederates suffered heavy losses, with 1,751 men killed or captured, the majority of which were taken as prisoners. On the other hand, the Union casualties were relatively low, totaling around 235. This defeat at the Big Black River Bridge marked the beginning of the siege of Vicksburg.

Brig. Gen. Lloyd Tilghman was killed in this action. To help save the army, Pemberton tasked Lloyd Tilghman's brigade to provide a rear-guard action that cost Tilghman his life. However, this action allowed Pemberton to retreat from the area.

The general was killed by artillery fire. His teenage son was on the field and hugged his father as he died.

Following their defeat at Champion Hill, General John C. Pemberton's forces retreated to the bridge at Big Black River, just before reaching Vicksburg. During the battle at Champion Hill, General William Loring disobeyed orders to advance, resulting in his separation from the main Confederate troops. Loring attempted to rejoin his comrades at the bridge, but the difficult terrain forced him to abandon most of his supplies and artillery. Local civilians warned Loring that a large Union force stood between him and the rendezvous point at Big Black. Instead of engaging Grant's forces, Loring decided to redirect his path and join the Confederate forces at Canton. Unbeknownst to Pemberton, who was unaware of Loring's change in direction, he ordered John Bowen's Division and John Vaughn's Brigade to defend the works at Big Black River Bridge, to buy time. Had Pemberton been aware of Loring's retreat, he may have reconsidered engaging in battle at that location, as it was intended to serve as a rear guard action for Loring. Loring's strained relationship with Pemberton was well-known, as he had difficulty working with his superiors. Despite this, Loring consistently displayed courage and honor in battle, proving himself time and time again. Instead of retreating to Vicksburg, Loring eventually reached Johnston's army. The feud between Loring and Pemberton over these actions persisted long after the war had ended.

Retreat into Vicksburg

Following the resounding Union victories at the Battle of Champion Hill and the Battle of Big Black River Bridge, Pemberton found himself cornered within the City of Vicksburg. With Sherman's corps threatening to flank him from the north, Pemberton had no choice but to either engage in battle or entrench himself within the city. The siege of Vicksburg commenced on May 18 and lasted about 6 weeks.

As the Confederates retreated, they resorted to burning the railroad bridge over the Big Black River and a steamboat serving as a bridge. By detonating incendiary devices on the bridges, they thwarted Grant's pursuit attempts. Although Vicksburg had not yet fallen to Grant's forces, the city was effectively cut off from the outside world. Pemberton and his troops were trapped within the confines of Vicksburg, buying them time but offering no escape route.

With dwindling troops and no external connections, Pemberton's situation grew increasingly dire. Grant's superior numbers and strategic control over supply lines posed a significant challenge to the Confederate forces. Despite hopes of Johnston launching an attack from the east, the advice to surrender the town and save the troops prevailed. Grant's decision to initiate a prolonged siege, following unsuccessful frontal assaults, marked the beginning of a grueling period of bombardment for Vicksburg.

Grant initially attempted to overpower the Confederate army by leveraging his larger numbers. Despite Grant's efforts to assault the trenches on May 19 and May 22, these two frontal assaults aimed at capturing the city proved unsuccessful. The defensive line surrounding Vicksburg spanned approximately six and a half miles, taking advantage of the varying terrain that included hills and knobs with steep slopes. These natural features posed a challenge for attackers, who would have to ascend them while under enemy fire. The formidable perimeter of the defensive line consisted of numerous gun pits, forts, trenches, redoubts, and lunettes, which perfectly took advantage of the natural features.

The failure to take the Confederate works by assault led Grant to initiate a prolonged siege on May 25. As part of the siege, a significant bombardment was conducted. Union forces constructed their own network of earthworks and trenches that ran parallel to it. These trenches, referred to as ditches, marked the beginning of trench warfare. The situation within the besieged city worsened as the air became polluted by the stench of dead horses and soldiers, while the wounded often lay in the space between the opposing lines. Eventually, Grant agreed to a truce in order to clear the resulting mess. Recognizing that even with 50,000 soldiers, he would be unable to fully encircle Vicksburg due to unguarded roads leading south, Grant sought assistance from Major General Henry W. Halleck. Union troops in the West were subsequently shifted, and the front line was reinforced not only with heavy artillery from massive cannons but also with naval guns that targeted the city from the river.

Grant had expressed his dissatisfaction with McClernand's lack of determination at Champion Hill, as he had failed to eliminate or capture Pemberton's entire force. McClernand's casualties were minimal on the Union's southern flank, suggesting a lack of engagement, Sherman and others believed it was time for him to be removed from his position. Grant firmly believed that if the XIII Corps had launched a vigorous attack, Pemberton's army could have been annihilated and the Siege of Vicksburg could have been avoided. However, Grant advised a different approach from his subordinates. Then, a newspaper article published an order in which McClernand praised his troops despite their unsuccessful assaults on Vicksburg. Grant saw this as an opportunity and seized it. While the order itself was acceptable, it undermined the efforts of others and contradicted both a departmental order and one issued by Grant, which stated that official papers should not be published. Consequently, Grant relieved McClernand of his duties on June 19th.

The Siege of Vicksburg

Daily bombardments began and were devastating. Union gunboats lobbed over 22,000 shells into the town and army artillery fire was even heavier. As the barrages continued, suitable housing in Vicksburg was reduced to a minimum. A ridge, located between the main town and the rebel defense line, provided lodging for the duration. The citizens of the city were unable to walk the streets or live in their houses. All above-ground homes and shelters were unsafe or destroyed.

Over time, Grant moved 77,000 Union soldiers into positions completely encircling Vicksburg, cutting off their supply line. Although surrounded and without access to food, weapons, and ammunition, Vicksburg’s Confederate soldiers and civilians continued their defense.

Confederate troops ate horses, dogs, and vegetables from the gardens of Vicksburg residents. Towards the end, some were eating rats and tree bark. As the siege wore on, fewer and fewer horses, mules, and dogs were seen wandering about Vicksburg. Shoe leather became a last resort of sustenance for many adults.

By the end of June, half of all of the Confederate soldiers were suffering from malnutrition including scurvy, caused by lack of Vitamin C. Others suffered from unsanitary conditions and developed dysentery, diarrhea, dehydration, and malaria. The lack of food, combined with the epidemics of malaria and dysentery, took a heavy toll on the Confederate forces. By the end of June, half were unable to report for duty and were sick or hospitalized. The poor diet was telling on the Confederate soldiers.

The townspeople were forced to build and live in caves. Many of their homes were destroyed by artillery bombardment, and those that remained were targets. Residents and soldiers dug over 500 caves into the hillside to escape the bombardment, hiding in their basements. During the 47-day siege, May 23-July 4, the Union Over 500 caves, known locally as "bombproofs", were dug into the yellow clay hills of Vicksburg. Both soldiers and citizens were boxed in with plentiful munitions but little food.

During the 47-day siege, May 23-July 4, the Union experienced 638 casualties with 94 deaths, vs. the Confederate loss of 3202 casualties with 875 deaths. Additionally, there were 380 deaths at the Battle of Champion Hill on May 16. More than 10,000 of Pemberton’s soldiers were rendered unfit for duty as a consequence of various illnesses, combat wounds, and malnutrition by the end of June. There was essentially no functional army by early July.

The Confederate Army’s struggle with malaria was a significant contributing factor to the outcome of the Vicksburg campaign and hence the war. One of the reasons the Union siege of Vicksburg was successful was because the Confederates were debilitated by an outbreak of malaria, without access to quinine. It has been estimated that 3900-8850 of Pemberton’s 30,000 men were suffering from active cases of malaria, and minimally over 200 died directly from this disease. An illness of this severity experienced in this magnitude would have rendered the Confederate military combat ineffective.

On June 28, Pemberton received a petition from his troops which stated in part, “If you cannot feed us you had better surrender.” On July 1, he queried his division commanders whether they should surrender or attempt an evacuation. All 4 of his corps commanders wrote to him of the need to surrender. The Confederates, after a long siege, beset with malnutrition and disease, were not in a condition to fight. The consensus was that disease and starvation had physically impaired so large a number of the defending army that an attempt to cut through the Union line would be disastrous; the men were too “enfeebled” to attempt an evacuation. On July 4, 1863, after a 47-day siege, Pemberton surrendered to Grant.

General Ulysses S Grant: An Analysis

The fall of Vicksburg on July 4, 1863, just a day after Pickett’s Charge, certainly seems in combination to represent a catastrophic turn of events for the Confederacy that summer after victories that winter and spring seemed to hold so much promise.

General Grant has been demeaned as the worst POTUS in history, a drunkard, a dimwit, and most incorrectly, a butcher. While his reputation has improved lately thanks in large part to Ron Chernow’s biography and Donald Miller’s book about Vicksburg, he is routinely ranked behind Lee, Jackson, and Forrest as a Civil War general by many. Yet the truth is, General Grant did more to win the Civil War than anyone not named Abraham Lincoln. The story of how Grant solved the conundrum that was Vicksburg should convince even the most cynical LCer of his imagination, willpower, and perspicacity. Grant tried myriad strategies before finding the one that worked. The Vicksburg campaign was an unmistakable sign of the man’s steely determination and shrewd mind. Grant failed over and over, but he never gave up.

Practically everything about the campaign was innovative. Practically everything about it. James M. McPherson has called it “the most brilliant and innovative campaign of the Civil War” and T. Harry Williams called it “one of the classic campaigns of the Civil War and, indeed, of military history.” The U.S. Army Field Manual 100-5 (May 1986) describes the Vicksburg campaign as “the most brilliant campaign ever fought on American soil,” one which “exemplifies the qualities of a well-conceived, violently executed offensive plan.” Edwin C. Bearss has said. “Failure in this venture would entail little less than total destruction. If it succeeded, however, the gains would be complete and decisive.”

It was definitely a risky plan. But we can see retrospectively that it makes perfect sense. Grant made the connection that the way to attack Vicksburg was by the train route west from Jackson, which was also the target of his Autumn foray on the Mississippi Central RR route. Then he combined that with the fact that he couldn’t maneuver on the east bank north of the town due to swamps and bayous, and after Arkansas Post, he’s on the west side. So, then it’s “just” a matter of technical procedure: you have to cross someplace and you have to head to Jackson first. When to do it? Well, he knows he’s got ground to cover and will need supplies. He has to calculate river level, rain and muddy roads, and foraging. But before mosquito season. Winter isn’t a good time. Late spring is.

Grant had endured repeated political and military setbacks, watched his soldiers and sailors sicken and die by the thousands in the malarial lower Mississippi Valley, faced two armies at the same time, and solved incredible technical and logistical obstacles. He was now the top Union general, and his self-confidence as well as what others thought would carry him to fame. It’s inconceivable to me that his reputation as a general was denigrated for 120 years.

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Further Reading:

· Donald L Miller, Vicksburg: Grant's Campaign That Broke the Confederacy. Simon and Schuster, 2019.

· Grant’s Memoirs

· Sherman’s Memoirs

· Grant by Chernow

· https://www.battlefields.org/learn/civil-war/battles/vicksburg

· https://www.historynet.com/battle-of-vicksburg

· https://civilwarmonths.com/2023/04/15/vicksburg-grant-and-porter-assemble/amp/

· https://www.washingtonpost.com/news/achenblog/wp/2014/04/25/ulysses-s-grant-hero-or-butcher-great-man-or-doofus/

· https://www.historynet.com/vicksburg-the-campaign-that-confirmed-grants-greatness/

· https://www.vicksburgpost.com/2003/01/27/water-returned-to-citys-doorstep-100-years-ago/?fbclid=IwAR1X5nFZ8F-l_0sbr3Ki1HBygBiPb-GCgxl4aBCznjSOgKAvVdURVJUvJDA

· https://www.nps.gov/vick/learn/nature/river-course-changes.htm?fbclid=IwAR3mflQUgR8JaUEIcrm2v_lLlfdGup44_XwzxIcJ1mTAyyCT2h_umfcT2Sc

· https://www.historynet.com/americas-civil-war-colonel-benjamin-griersons-cavalry-raid-in-1863/

· https://www.historynet.com/griersons-raid-during-the-vicksburg-campaign/

· https://www.thoughtco.com/major-general-benjamin-grierson-2360423

· https://emergingcivilwar.com/2021/04/29/that-other-cavalry-guy-benjamin-h-grierson/

· https://www.historyonthenet.com/grant-vicksburg

· https://www.battlefields.org/learn/civil-war/battles/port-gibson

· https://www.americanhistorycentral.com/entries/battle-of-port-gibson/

· https://www.nps.gov/vick/learn/historyculture/battleportgibson.htm

· https://www.battlefields.org/learn/articles/grants-vicksburg-supply-line

· https://www.historynet.com/mississippi-nightmare/

· https://www.thoughtco.com/battle-of-champion-hill-2360280

· https://www.rebellionresearch.com/battle-of-raymond?fbclid=IwAR1L1PcCwGRCFLg-Bv7neO1tG6cv7RsnmZO8kNvv5XVjUBkM6t3CiPtu96c_aem_th_AaSypV4shWeio-QbLLXIuILea41vtkZsruFEMGykenl_kK8dPEuWWYZiUP44s9G8ws4&mibextid=Zxz2cZ

· Klein LW, Wittenberg EJ. The decisive influence of malaria on the outcome of the Vicksburg campaign. Surgeon’s Call: The Journal of the National Civil War Medicine Museum. 2023; 28(1): 4 – 14.

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The ancient Olympic games were originally a one-day event and the first recorded event was in 776 BCE; however, in 684 BCE, the games were extended to three days, then later to five days. The games were held every four years and are among the most celebrated traditions of ancient Greece.

Terry Bailey explains.

A depiction of the ivory and gold statue of Zeus.

The ancient Olympic games were not merely athletic contests but a festival that honored the Greek god Zeus, (Ζεύς). Through their duration and influence, the Olympics became a cornerstone of Greek culture, fostering unity, showcasing physical prowess, and celebration. In Greek mythology, it is said that Heracles, (Ἡρακλῆς), (Latin, Hercules), the son of Zeus and the mortal woman Alcmene was the founder of the Olympic games.

The ancient Olympics were held in Olympia, (Ὀλυμπία), a sanctuary site in western Peloponnese, a site that honored Zeus, who was the god of the sky and thunder and who ruled as king of the gods on Mount Olympus, (Όλυμπος). The sanctuary housed the magnificent ivory and gold statue of Zeus, designed and created by the sculptor Phidias, (Φειδίας), 480 – 430 BCE. The statue of Zeus was one of the Seven Wonders of the Ancient World and served as the central location for these games. The games' religious significance was profound, with numerous rituals and sacrifices performed to seek Zeus's favor and blessing.

Events

The Olympic Games began as a single race, the stade race, (Stadion), a sprint covering roughly 192 meters, (in today's unit of measurement), over time the games expanded to include a variety of events:

Stadion: The original footrace, covering one length of the stadium, approximately 192 meters and the precursor to the modern 200-metre race

Diaulos: A double stade race, twice that of the stadion and the precursor to the modern 400-metre race

Dolichos: A long-distance race, varying from 7 to 24 stades.

Hoplite Race: A race in armor, simulating military readiness.

Pentathlon: A five-event competition including a discus throw, javelin throw, long jump, stadion, and wrestling.

Side note: Athletes when jumping utilized a stone as a weight called halteres to increase the distance of a jump. They held onto the weights until the end of their flight and then jettisoned it backwards. Whereas, the discus was originally made of stone then later it was made of bronze. The technique was very similar to today's freestyle discus throw.

Wrestling (Pale): A grappling event where the objective was to throw the opponent to the ground. This was highly valued as a form of military exercise without weapons. It ended only when one of the contestants admitted defeat.

Boxing (Pyx): Boxers wrapped straps (himantes) around their hands to strengthen their wrists and steady their fingers. Initially, these straps were soft but as time progressed, boxers started using hard leather straps, often causing disfigurement of their opponent's face. Later the Romans adopted boxing into their gladiatorial games, however, in the Roman version the leather straps often had metal studs attached.

Pankration: A no-holds-barred contest combining wrestling and boxing. This was a primitive form of martial arts combining wrestling and boxing and was considered to be one of the toughest sports. Greeks believed that it was founded by Theseus when he defeated the fierce Minotaur in the labyrinth.

Equestrian Events: Including chariot racing and horse racing, held in the hippodromos, (ἱππόδρομος), Latinized to hippodrome from hippos, (ἵππος, horse) and dromos, (δρόμος, road/course), hence race course, race track.

These events tested the athletes' strength, speed, endurance, and skill, reflecting the Greek ideal of athletic excellence. Winning an event at the Olympics brought immense honor and fame, however, it should be noted, unlike the modern games each event had only one victor with no silver or bronze-placed athletes.

Victors, known as Olympionikes, received a wreath made of wild olive leaves, known as a kotinos, from the sacred olive tree near Zeus's temple. Beyond this symbolic prize, winners were often celebrated as heroes in their hometowns and received numerous amphorae of olive oil a very valuable commodity at the time.

Additionally, their hometown often honored the winners with other substantial material rewards, such as money, meals at public expense, or even the erection of a statue in their honor. Poets like Pindar would compose odes celebrating their victories, ensuring their names were immortalized.

Major athletic festivals

However, the Olympics were just part of the larger cycle of Panhellenic Games, which included three other major athletic festivals:

· The Pythian Games were established in 582 BCE and held in Delphi in honor of Apollo, the god of music, arts, and prophecy. These games included musical and artistic competitions alongside athletic events. Victors received a laurel wreath, symbolizing Apollo's sacred tree.

· The Nemean Games were established at the sanctuary of Zeus in Nemea in 573 BCE, and dedicated to Zeus. These Games were held every other year, (2nd and 4th year), in the same years that the Isthmian Games are held and were similar to the Olympics, these games included various athletic contests. Winners were crowned with a wreath of wild celery.

· Isthmian Games, were established near Corinth in 582 BCE the same year as the Pythian Games began in Delphi. They were also held every 2nd and 4th year, like the Nemean Games, but in the spring. These games were held in honor of Poseidon, (Ποσειδῶν), who presided over the sea, storms, earthquakes and horses, and featured athletic and musical competitions, with victors receiving a wreath of pine leaves, later replaced by a wreath of dried celery.

Each of these games shared the common goal of celebrating athletic excellence and honoring the gods, but they also played a crucial role in fostering unity among the often-fragmented Greek city-states.

Conclusion

The ancient Olympic Games continued for nearly 12 centuries until they were suppressed in the late 4th century CE by Emperor Theodosius I, who sought to impose Christianity and suppress pagan traditions. Despite their cessation, the spirit of the ancient Olympics lived on, inspiring the modern Olympic movement that began in 1896.

In conclusion, the ancient Olympic Games were a remarkable fusion of sports, religion, and culture. The games honored Zeus and celebrated human excellence, leaving an indelible mark on history. Alongside other Panhellenic festivals, they exemplified the Greek commitment to both physical prowess and divine reverence, creating a legacy that endures to this day.

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Point of interest

The 26.2-mile marathon of today's Olympics can trace its origins back to ancient times, in addition to, the 1908 Olympics.

The modern marathon's distance of 26.2 miles (42.195 kilometers) has its origins in both ancient and modern history. The marathon race commemorates the legendary run of Pheidippides, an ancient Greek messenger who, according to legend ran across the mountain track in full armor from the battlefield of Marathon to Athens in 490 BCE to announce the Greek victory over the Persians. Upon delivering his message, νικῶμεν (nikomen, (We win)), Pheidippides is said to have collapsed and died. It is from the Greek word for (win/victory), that the famous running shoe brand found its name, (Nike).

Originally, the marathon distance was approximately 24.85 miles (40 kilometers), reflecting the distance from Marathon to Athens. However, the distance was standardized at 26.2 miles during the 1908 London Olympics. This change occurred because the course was extended to allow the race to start at Windsor Castle and finish in front of the Royal Box at the Olympic Stadium, making the distance exactly 26 miles and 385 yards, (26.2 miles).

Therefore, the marathon race is named after the Battle of Marathon, a crucial conflict in ancient Greek history. Characters like Pheidippides became symbolic of endurance and heroism, embodying the spirit of the event, which has since evolved into a cornerstone of modern athletic competition.

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The second wave of states to leave the Union were the Upper South states. These included Virginia, North Carolina, Tennessee, Arkansas, and pro-confederate Kentucky and Missouri, who held divided loyalties. The Upper South states of Virginia, North Carolina, Tennessee, and Arkansas had a more extensive free population than the deep South and made up most of the Confederacy. Here, Jeb Smith looks at the causes for the seccession of these states.

This is part 2 in a series of extended articles form the author related to the US Civil War. Part 1 on Abraham Lincoln and White Supremacy is here.

Henry Massey Rector, Governor of Arkansas at the time of secession.

"If centralism is ultimately to prevail; if our entire system of free Institutions as established by our common ancestors is to be subverted, and an Empire is to be established in their stead; if that is to be the last scene of the great tragic drama now being enacted: then, be assured, that we of the South will be acquitted, not only in our own consciences, but in the judgment of mankind, of all responsibility for so terrible a catastrophe, and from all guilt of so great a crime against humanity."

-Alexander Stephens

In general, there was a difference in the causes of secession between the original seven seceding "Cotton States" of the Deep South and the remaining Upper South.[1] When the Cotton States left the Union, the Upper South either turned down voting on withdrawal from the Union or voted against secession. Historian E. Merton Coulter writes, "The Majority sentiment in the Upper South had been unionist until Lincoln's call for troops...Upper South…had cried equally against coercion as secession."

When many historians talk about secession, they almost always ignore the Upper South; they unanimously point instead to the Cotton States. I believe this omission is because connecting slavery as a cause with the Upper South would be much more difficult. Further, looking at their causes of secession exposes the transformation of our Union into a centralized nation under Lincoln.

Lincoln's Call for Volunteers

"The South maintained with the depth of religious conviction that the Union formed under the Constitution was a Union of consent and not of force; that the original States were not the creatures but the creators of the Union; that these States had gained their independence, their freedom, and their sovereignty from the mother country, and had not surrendered these on entering the Union; that by the express terms of the Constitution all rights and powers not delegated were reserved to the States; and the South challenged the North to find one trace of authority in that Constitution for invading and coercing a sovereign State."

-Confederate General John B. Gordon Reminiscences of the Civil War New York Charles Scribner's Sons Atlanta The Martin & Hoyt Co.1904

Like the Cotton States, the Upper South saw itself as a collection of sovereign states joined by a contract, the Constitution; if that contract was violated or not upheld, it could and should be discarded. Many believed that peaceful secession would be allowed to occur and that the principles of the Declaration of Independence would be allowed to play out peacefully. DiLorenzo quotes the reactions of multiple northern newspapers as showing substantial support for secession. Many in the North perceived that this war was one of the self-governing states versus a controlling central federal government. In Lincoln Unmasked, DiLorenzo tells us that before being deported by Lincoln, northern politician Clement Vallandigham accurately describes Lincoln's purpose for war.

"Overthrow the present form of Federal-republican government, and to establish a strong centralized government in its stead...national banks, bankrupt laws, a vast and permanent public debt, high tariffs, heavy direct taxation, enormous expenditure, gigantic and stupendous peculation . . . No more state lines, no more state governments, but a consolidated monarchy or vast centralized military despotism."

-Clement L. Vallandigham D-Ohio

The North's support for secession was strong before it became clear how much of an impact secession would have on government funding, as the South was the North's "piggy bank." Further, free trade policies in the South would dominate the transatlantic trade since the North desired higher tariffs. If the South had been allowed to form their Confederacy, free trade policies in the South would have drawn even more commerce to Southern ports rather than Northern. So the North would lose the primary contributor to their economic plans, and they would lose out further due to their higher tax rates, and Europeans would trade with the free trade Confederacy. Not a good situation when you are looking to expand central spending.

Lincoln's call for volunteers to suppress the "rebellion" of the Cotton States caused the secession of the Upper South. The Cotton States felt that the federal government violated their agreement, and the Upper South believed that they had every right to leave, even if the Upper South disagreed with their reasons for leaving. As R. L. Dabney explained, "However wrongfully any State might resume its Independence without just cause, the only remedy was conciliation, and not force, that therefore the coercion of a sovereign State was unlawful, mischievous, and must be resisted. There Virginia took her stand."

According to many Republican politicians, the Union was not a voluntary contract between sovereign self-governing states governed by a constitution, but rather a centralized nation. Washington D.C., rather than "we the people," was the authority. The states, the people, were subjects, servants, and pupils of the state. In his first inaugural address, Lincoln said that the Union predated the Constitution. He referred to the Union as a "national government," and a "government proper," a "national union." Lincoln said, "The Union will endure forever, it being impossible to destroy it." He argued that the Union was not "an association of States in the nature of contract." His opinion was that "No State upon its own mere motion can lawfully get out of the Union."

The choice given to the Upper South was clear. They could either remain under the Republican-ruled coercive national government or join the Confederacy, whose Constitution maintained the Union and a compact of sovereign states. On June 4, 1861, The Western Democrat of Charlotte, North Carolina, said the Confederacy was "The only Republic now existing in America." The old Republic had become a democracy ruled by King Numbers. This was an easy choice for the Upper South.

The Upper South saw Lincoln's call for volunteers as a violation of the Constitution, a metamorphosis in government, and a violation of their states’ sovereignty. In 1863, the Address to Christians Throughout the World by the Clergy of the Confederate States of America suggested that the yankees, "Fight not to recover seceding states, but to subjugate them." This was a war of self-governing sovereign states versus a federal government that was willing to use military force against its own population to keep them under its jurisdiction. The Union was no longer a collection of self-governing bodies based on consent but a nation controlled by a dictatorial oligarchy. Consent of the governed was eliminated. The Upper South could not go along with what they viewed as oppressive actions by Lincoln and this transformation of the Republic.

"Subjection under an arbitrary and military authority, there being no law of Congress authorizing such calling of troops, and no constitutional right to use them....it is the fixed purpose of the government…to wage a cruel war against the seceding states...to reduce its inhabitants to absolute subjection and abject slavery...Lincoln...is now governing by military rule alone ...without any authority of law, having set aside all constitutional and legal restraints, and made all constitutional and legal rights dependent upon his mere pleasure...all his unconstitutional illegal and oppressive acts, all his wicked and diabolical purposes...in his present position of usurper and military dictator, he has been and is encouraged and supported by the great body of the people of the non slave holding States."

-Journal of the Convention of the People of North Carolina May 20, 1861, pp11-12

Professor of History at Longwood University Bevin Alexander wrote in his book, Such Troops as These, "Forced to choose between Lincoln's demand and what they believed to be morally correct and honorable, four Upper South states…seceded as well." The Upper South refused to become slaves to any government of unlimited power. In State Sovereignty and the Doctrine of Cohesion, J. K Spaulding wrote in 1860, "Hapless would be the condition of these states if their only alternative lay between submission to a self-construed government, or, in other words, unlimited powers and the certainty of coercion."

"Virginia...was not willing to secede hastily; but the demand of President Lincoln that she furnish troops to fight her sister States, ended all hesitation...preferring to fight in defence of liberty...to place themselves as barriers in the way of a fanatical Administration, and, if possible, stay the bloody effort to coerce independent states to remain in the Union."

-Address to Christians Throughout the World by the Clergy of the Confederate States of America Assembled at Richmond, VA April 1863

Preserving the Constitutional Republic

"All that the South has ever desired was that the Union, as established by our forefathers, should be preserved, and that the government as originally organized should be administered in purity and truth."

-Gen. Robert E. Lee quoted in The Enduring Relevance of Robert E Lee The Ideological Warfare Underpinning the American Civil War, Marshall DeRosa, Lexington Books 2014

"It is said slavery is all we are fighting for, and if we give it up we give up all. Even if this were true, which we deny, slavery is not all our enemies are fighting for. It is merely the pretense to establish sectional superiority and a more centralized form of government, and to deprive us of our rights and liberties."

-Confederate General Patrick Cleburne 1864

Lincoln and the Republican party had transformed the Union from a confederation of sovereign states to a centralized nation controlled by the majority. He endeavored to expand the central Government beyond its scope in order to achieve a political agenda. The North had abandoned the Constitution and the Republic and replaced them with a centralized democracy; in other words, a limitless government. The Upper South had no choice but to join the Confederate Constitution, which maintained the "original compact" theory of the Union.

It was believed in the South that it was the North that should secede. Quoting Henry Wise of Virginia, historian James McPherson says, "Logically the union belongs to those who have kept, not those who have broken, its covenants...the North should do the seceding for the South represented more truly the nation which the federal government had set up in 1789." The South saw the growing majority of the North interfering with the culture within their states and violating the Constitution. They observed that democracy and mob rule would take over America. The South wished to restore America to its original Constitution, a Republic of confederated states, in order to preserve liberty and self-government.

"If they [the North] prevail, the whole character of the Government will be changed, and instead of a federal republic, the common agent of sovereign and independent States, we shall have a central despotism, with the notion of States forever abolished, deriving its powers from the will, and shaping its policy according to the wishes, of a numerical majority of the people; we shall have, in other words, a supreme, irresponsible democracy. The Government does not now recognize itself as an ordinance of God...They have put their Constitution under their feet; they have annulled its most sacred provisions."

-Dr. James Henley Thornwell of South Carolina, Our Danger and our Duty Columbia, S. C.: Southern Guardian Steam-power Press, 1862

True unreconstructed Southerners carried no blind patriotism for a tyrannical democracy like "America." In a Democracy, not even the Constitution or the Declaration could protect people from the mob. Decades after the war, Major James Randolph wrote the popular southern folk song, "I'm a good old rebel." Here are some of the lyrics.

O I'm a good old rebel,

Now that's just what I am.

For this "fair land of freedom"

I do not care a damn...

I hates the Constitution,

This great republic too,...

I hates the Yankees nation

And everything they do,

I hates the Declaration,

Of Independence, too.

I hates the glorious Union-

'Tis dripping with our blood-

I hates their striped banner,

...

And I don't want no pardon

For what I was and am.

I won't be reconstructed,

And I don't care a damn

That was the old southerner. Propaganda like "land of the free," "home of the brave," meant nothing to a people who had their government toppled, their self-governance eradicated, their former ways of life destroyed.

State Secession Documents

With their actions and words, the states of the Upper South made it clear that Lincoln's call for volunteers, state sovereignty, and self-government were the primary causes of secession.

Arkansas

"If we go to the North we become instruments in the hands of Lincoln to coerce the seceding states. To this a large number of the people will never consent."

-The True Democrat Little Rock Arkansas March 15, 1861

Before Lincoln's call for volunteers, the people of Arkansas voted to stay in the Union by a vote of 23,626 to 17,927. On March 4, 1861, the Arkansas convention, led by a unionist president, voted to remain in the Union. However on March 12, 1861, The True Democrat Little Rock Arkansas warned "If Lincoln attempts to carry out the doctrines of his inauguration and to coerce the seceding states, that forces us at once to take our position by their side."

On May 6, 1861, after Lincoln's call for men, Arkansas officials gathered to revote. This time the result was 65-5 in favor of secession. In response to Lincoln's call for volunteers, Henry Rector, the Governor of Arkansas, said, "The people of this commonwealth are free men, not slaves, and will defend to the last extremity, their honor, lives, and property, against northern mendacity and usurpation." Arkansans' before and after votes and their declaration for secession demonstrate their motives for joining the Confederacy. The relevant section of the secession ordinance reads:

Whereas…Lincoln…has, in the face of resolutions passed by this convention, pledging the State of Arkansas to resist to the last extremity any attempt on the part of such power to coerce any State that had seceded from the old Union, proclaimed to the world that war should be waged against such States until they should be compelled to submit to their rule, and large forces to accomplish this have by this same power been called out, and are now being marshaled to carry out this inhuman design; and to longer submit to such rule, or remain in the old Union of the United States, would be disgraceful and ruinous to the State of Arkansas.

-Arkansas State Convention

Virginia

"Secession placed no State in so embarrassing a position as the great Commonwealth of

Virginia…There is no doubt that the great body of its citizens were opposed to the state’s seceding, but they were equally opposed to the coercion of the States which had already seceded."

-George Stillman Hillard Life and Campaigns of George B McClellan 1864 BiblioBazaar 2008

After the secession of South Carolina, Virginia stayed in the Union working to restore the seceding states back into the Union. However, on January 7, 1861, Virginia passed an anti-coercion resolution, by a vote of 112-5, describing the right of secession and state sovereignty. This declared that Virginia would oppose any attempt at coercion by the federal government. The resolution declares, "We will resist the same by all the means in our power." The state Governor declared, "I will regard an attempt to pass federal troops across the territory of Virginia, for the purpose of coercing a southern seceding state, as an act of invasion, which should be met and repelled." The general assembly "Resolved... that the basis of all just government is the "consent of the governed," and that such consent is the sanction of free, as force is the sanction of despotic, governments. That where this consent exists, there, whatever the form of the government, is liberty, and where it is wanting, there, whatever the form of the government, is tyranny." However, on April 4, 1861, Virginia voted to stay in the Union by a 2-1 margin.

Likewise, decades earlier, during the tariff controversy between South Carolina and the federal government the then Governor of Virginia said if any federal soldiers were to step on the soil of Virginia to coerce South Carolina to obey the federal tariffs they had nullified, it would happen only over his dead body. Such was the conviction of Virginian men against tyranny; it was no different in 1860. By calling for volunteers, Lincoln was ignoring Virginia's stance and resolve.

So when Lincoln called upon Virginia to supply troops to invade the Cotton States, Virginia's decision was predictable. Like most Virginians, Robert E Lee expressed his distaste for coercion when he wrote to his son George Washington Custis Lee in 1861, "A union that can be only maintained by swords and bayonets...has no charm for me." To Virginians, it was a clear distinction between government cohesion and liberty.

"As soon as it was known, that it was the intention of the northern president to usurp war-making powers, and wage war against sovereign states of the confederacy and that Virginia was called on to contribute men and money....no one doubted what her action would be...when the union became an engine for oppression...she could not hesitate to throw herself on the side of freedom."

-Richmond Whig Editorial April 19, 1861, Sic Semper Tyrannis State Independence Quoted in Virginia Iliad H.V Traywick, Jr Dementi Milestone Publishing INC 2016

Virginia voters gathered again after Lincoln's call for troops, and by a vote of 126,000 to 20,400, they left the Union. In his book, Reluctant Confederates, Daniel Crofts shows the great impact Lincoln's call for volunteers had on Virginians. Croft reports on the celebration of Virginians in Rockbridge County, who, after Fort Sumter, put up a confederate flag in celebration. In response, pro-unionist Virginians, who were by far the more numerous, erected a new, more enormous flagpole and put an American eagle on it. However, after Lincoln's call for volunteers, those same Unionists who had put the pole up with the American eagle threw it down. Rockbridge County, which had been majority unionist, then voted 1,728 to 1 for secession.

In the book, Three Months in the Southern States, Englishman Lt.-Colonel Arthur J. Fremantle wrote about a conversation he had with a Virginia woman who said that: "She had stuck fast to the Union until Lincoln's proclamation calling out 75,000 men to coerce the South, which converted her and such a number of others into strong Secessionists." Likewise, confederate artilleryman William Thomas Poague wrote, "Had Lincoln not made war upon the south, Virginia would not have left the union."

"Let us consider for a moment the results of a consolidated government, resting on force, as proposed by the dominant party at the north....a consolidated despotism, upheld by the sword and cemented by fear....now it [the union] has been seized upon by a sectional party, it is claimed that its powers are omnipotent, its will absolute, and it must and will maintain its supremacy, in spite of states and people, at the point of the sword."

-Richmond Whig Editorial A Government of Force April 10 1861 Quoted in Virginia Iliad H.V Traywick, Jr Dementi Milestone Publishing INC

Moreover, Governor John Letcher, (who wanted Virginia to abolish slavery) opposed secession before Lincoln's call for volunteers. After Lincoln's call, however, he became a firm secessionist.

"The President of the United States, in plain violation of the Constitution, issued a proclamation calling for a force of seventy-five thousand men, to cause the laws of the United states to be duly executed over a people who are no longer a part of the Union, and in said proclamation threatens to exert this unusual force to compel obedience to his mandates; and whereas, the General Assembly of Virginia, by a majority approaching to entire unanimity, declared at its last session that the State of Virginia would consider such an exertion of force as a virtual declaration of war, to be resisted by all the power at the command of Virginia."

-John Letcher Governor of Virginia

Virginia did not give a lengthy declaration of why it left the Union, just a short ordinance of secession and a mention of Lincoln's call for men.

The people of Virginia, in their ratification of the Constitution of the United States of America…declared that the powers granted under the said Constitution were derived from the people of the United States, and might be resumed whensoever the same should be perverted to their injury and oppression; and the Federal Government, having perverted said powers, not only to the injury of the people of Virginia but to the oppression of the Southern slaveholding States."

It was not northern coercion alone that Virginia objected to. When South Carolina and Mississippi were considering passing laws that would negatively affect Virginia financially unless they joined the Confederacy, Governor Letcher said, "I will resist the coercion of Virginia into the adoption of a line of policy, whenever the attempt is made by northern or southern states."

Tennessee

On February 9, Tennessee voters turned down secession by a 4-1 margin. However, things transformed radically after Lincoln's call for volunteers. Governor Isham Harris wrote President Lincoln saying that if the Federal Government would "coerce" the seceded states into returning, Tennessee had no choice but to join its Southern neighbors. He wrote "Tennessee will not furnish a single man for purposes of coercion, but 50,000 if necessary for the defense of our rights, and those of our southern brothers."

Harper’s Weekly quotes the Nashville Dispatch on April 13, saying, "An enthusiastic public meeting was held here tonight. Resolutions were unanimously adopted, condemning the Administration for the present state of affairs, and sympathizing with the South." Harper’s Weekly also quoted a Memphis paper saying, "There are no Union men now here." On May 9, in an address to the people of Tennessee, Governor Harris said, "Force, when attempted, changes the whole character of the Government; making it a military despotism, and those that submit become the abject slaves of power. The people of Tennessee have fully understood this important fact, and hence their anxiety to stay the hand of coercion. They well know that the subjugation of the seceded States involved their own destruction."

Harris and the people of Tennessee realized that cooperating in the subjugation of the Cotton States meant accepting their own future subjugation. Governor Harris recalled the Tennessee legislature on May 6 for another vote; voters would then approve secession on June 8 by a 2-1 margin. Reconciliation with a coercive government was out of the question; the Union was no longer. The founder's republic had vanished.

"If ever thus restored, it must, by the very act, cease to be a Union of free and independent States, such as our fathers established. It will become a consolidated centralized Government, without liberty or equality, in which some will reign and others serve the few tyrannize and the many suffer. It would be the greatest folly to hope for the reconstruction of a peaceful Union…The Federal Union of the States, thus practically dissolved, can never be restored."

-Isham G Harris, Senate Journal of the Second Extra Session of the Thirty-Third General Assembly of the State of Tennessee, which Convened at Nashville on Thursday, the 25th day of April, A.D 1861 Nashville J.O Griffith and Company, Public Printers 1861

North Carolina

"I have to say in reply that I regard the levy of troops made by the Administration for the purpose of subjugating the States of the South, as in violation of the Constitution and a usurpation of power. I can be no party to this wicked violation of the laws of the country, and to this war upon the liberties of a free people. You can get no troops from North Carolina."

-John Ellis, Governor of North Carolina Raleigh April 15, 1861, quoted in Harper's Weekly April 27, 1861

Before Lincoln's call to invade the Cotton States, support for the Union was overwhelming in North Carolina; they did not even vote on secession. However, after Lincoln's call for war, they unanimously adopted a secession ordinance. The same issue of Harper's Weekly quoted a dispatch from Wilmington North Carolina; "The Proclamation is received with perfect contempt and indignation. The Union men openly denounce the Administration. The greatest possible unanimity prevails." The effects were felt across political lines. McPherson writes, "Even the previously unionist mountain counties, seemed to favor secession."

Governor Ellis' proclamation on April 17 clarified why North Carolina stood with the South; "Lincoln has made a call for 75,000 men to be employed for the invasion of the peaceful homes of the South, and for the violent subversion of the liberties of a free people…this high-handed act of tyrannical outrage is not only in violation of all constitutional law, in utter disregard of every sentiment of humanity and Christian civilization…but is a direct step towards the subjugation of the whole South, and the conversion of a free Republic, inherited from our fathers, into a military despotism."

Missouri

"Sir...Your requisition, in my judgment, is illegal, unconstitutional, and revolutionary in its objects, inhuman and diabolical, and can not be complied with. Not one man will, of the State of Missouri, furnish or carry on such an unholy crusade."

-Missouri Governor Claiborne Jackson Jefferson City April 17, 1861 Quote in Harper's Weekly April 27, 1861

Missouri was almost entirely pro-union. When confederates sent delegates to Missouri to convince the state to join the South, they were booed and jeered so loudly that none could hear them. On March 21, 1861, the Missouri convention voted 98-1 against secession, but they, like Kentucky, kept their neutrality.

However, many in the state became outraged that their state sovereignty had been violated during the "Camp Jackson Affair." Union commander Nathaniel Lyon arrested the Missouri State Brigade, whom he feared were planning to seize the arsenal in St. Louis, and federal soldiers killed dozens of citizens during ensuing riots. Since the federal government violated the state's neutral position, support for secession grew within the state. James McPherson wrote, "The events in St Louis pushed many conditional unionists into the ranks of secessionists." Lyon then pushed the Governor and state legislature out of Jefferson City, creating more anti-union sentiment. These events led to the end of neutrality, which resulted in both a pro-confederate and pro-union government within the state. On November 28, the Confederate Congress accepted Missouri as the 12th confederate state. Pro-confederate Missouri's reasons for secession centered around constitutional violations by the Lincoln administration.

Whereas the Government of the United States…has wantonly violated the compact originally made between said Government and the State of Missouri, by invading with hostile armies the soil of the State, attacking and making prisoners the militia while legally assembled under the State laws, forcibly occupying the State capitol, and attempting through the instrumentality of domestic traitors to usurp the State government, seizing and destroying private property, and murdering with fiendish malignity peaceable citizens, men, women, and children, together with other acts of atrocity, indicating a deep-settled hostility toward the people of Missouri and their institutions; and Whereas the present Administration of the Government of the United States has utterly ignored the Constitution, subverted the Government as constructed and intended by its makers, and established a despotic and arbitrary power instead thereof.

-Missouri Causes of Secession

Kentucky

By a 3 to 1 margin, Kentucky voted to remain neutral, but after Lincoln's call for volunteers, support for the South began to spread. The Kentucky Governor wrote, "President Lincoln, I will send not a man nor a dollar for the wicked purpose of subduing my sister southern states." On April 16, 1861 Governor B. Magoffin wrote to Simon Cameron, Secretary of War saying "Your dispatch is received. In answer, I say emphatically that Kentucky will furnish no troops for the wicked purpose of subduing her sister Southern States."

However, the state's neutrality stance was violated by southern troops. In reaction, Kentucky would officially support the Union. Yet a pro-confederate government was established on December 10, 1861, and was accepted into the Confederacy by President Jefferson Davis as the 13th Confederate state. This Confederate government gave its causes of secession centered on limited government, Northern violations of the Constitution, and states’ rights.

Whereas, the Federal Constitution, which created the Government of the United States, was declared by the framers thereof to be the supreme law of the land, and was intended to limit and did expressly limit the powers of said Government to certain general specified purposes, and did expressly reserve to the States and people all other powers whatever, and the President and Congress have treated this supreme law of the Union with contempt and usurped to themselves the power to interfere with the rights and liberties of the States and the people against the expressed provisions of the Constitution, and have thus substituted for the highest forms of national liberty and constitutional government a central despotism founded upon the ignorant prejudices of the masses of Northern society, and instead of giving protection with the Constitution to the people of fifteen States of this Union have turned loose upon them the unrestrained and raging passions of mobs and fanatics, and because we now seek to hold our liberties, our property, our homes, and our families under the protection of the reserved powers of the States, have blockaded our ports, invaded our soil, and waged war upon our people for the purpose of subjugating us to their will; and Whereas, our honor and our duty to posterity demand that we shall not relinquish our own liberty and shall not abandon the right of our descendants and the world to the inestimable blessings of constitutional government.: therefore, be it ordained, that we do hereby forever sever our connection with the Government of the United States.

-Declaration of Causes of Secession Kentucky

Slavery's Impact on the Secession of the Upper South

"It was necessary to put the South at a moral disadvantage by transforming the contest from a war waged against States fighting for their Independence into a war waged against States fighting for the maintenance and extension of slavery…and the world, it might be hoped, would see it a moral war, not a political; and the sympathy of nations would begin to run for the North, not for the South."

-Woodrow Wilson, "A History of The American People" HardPress Publishing 2013

Slavery's involvement as a cause for secession in the Upper South is overstated. The states of the Upper South had protection for their slave property whether they stayed in the Union or joined the Confederacy. When the Deep South states left the Union, more slave states remained in the Union than joined the Confederacy. Most Upper South state declarations did not even mention slavery; if they did, it was only in passing and usually associated with violations of state's rights or the Constitution. Instead, they heavily spoke on state's rights, state sovereignty, and Lincoln's call for volunteers as the reasons for secession. Those states had previously chosen to stay with the Union before Lincoln's call but could no longer remain under a government of force.

Slavery was Safer in the Union Than the Confederacy

"Seven-tenths of our people owned no slaves at all, and to say the least of it, felt no great and enduring enthusiasm for its preservation, especially when it seemed to them that it was in no danger.'"

-John G. Barrett, The Civil War in North Carolina U of North Carolina Press 1995

The Union would protect slavery better than a Confederacy. Slavery was constitutionally protected in both the northern and southern states for the entirety of the civil war. Moreover, Lincoln and the North supported the Corwin Amendment, which would permanently enshrine slavery in the U.S. Constitution. In his first inaugural address, Lincoln said this of the proposed amendment, "To the effect that the Federal Government shall never interfere with the domestic institutions of the States, including that of persons held to service...holding such a provision to now be implied constitutional law, I have no objection to its being made express and irrevocable."

"No amendment shall be made to the Constitution which will authorize or give Congress the power to abolish or interfere, within any State, with the domestic institutions thereof, including that of persons held to labor or service by the laws of said State."

-Corwin Amendment

The U.S. supreme court supported the fugitive slave laws, allowing federally funded agents to return runaway slaves to their masters. On the other hand, the Confederacy was unable to protect slaveowners when slaves fled to the North. In his inaugural address, Lincoln pointed this out, saying, "while fugitive slaves, now only partially surrendered, would not be surrendered at all by the other."

The 1860 Republican platform Plank 4 said that slavery was a state issue, and they would not interfere with it in states that already had slaves. In his inaugural address, Lincoln said, "I have no purpose, directly or indirectly, to interfere with the institution of slavery in the States where it exists. I believe I have no lawful right to do so, and I have no inclination to do so." Likewise, on May 26, 1861, General MClellan said, "Not only will we abstain from all such interference (with slaves), we will, on the contrary, with an iron hand crush any attempt at insurrection on their part." It is no wonder a leader of the Whig Party in Missouri said, "Howard County is true to the Union. Our slaveholders think it is the sure bulwark of our slave property."

Even after the deep South left the Union, the federal government decided it would not end slavery, in the House in February and the Senate on March 2, 1861. On July 22, 1861, Congress declared, "This war is not waged, nor (the) purpose of overthrowing… the rights or established institutions of those states." On October 8, 1861, the Washington D.C. newspaper, The National Intelligencer, said, "The existing war had no direct relation to slavery." On November 7, 1861, Commanding General McClellan said, "The issue for which we are fighting, that issue is the preservation of the Union... I express the feelings and opinions of the president when I say that we are fighting only to preserve the integrity of the Union." On August 15, 1864, long after the Emancipation Proclamation, Lincoln said, "So long as I am President. It shall be carried on for the sole purpose of restoring the Union."

This is not to say that no one in the Upper South was upset over the Republican's intrusion into the states' rights on this issue in the western territories. There was a minor secession movement within the Upper South on the issue of slavery, especially in Virginia and Arkansas, but they were a minority. In fact, after Lincoln's call for troops, many slave owners in the Upper South argued to stay in the Union since Lincoln was powerless to interfere with slavery.

"Is there any good reason why we should change our position? I believe that so far as the North is concerned, the prospect for the full recognition of Southern rights is better than it was at the time of Lincoln's election, or at any time within several years before. The Governors of several Northern States, including the great States of New York and Pennsylvania, have recommended the faithful observance of all the laws intended for the protection of slave property, and the repeal of all the personal liberty bills... Lincoln's administration is powerless to harm us. Before its close, his party will be scattered into fragments."

-Rep. Thomas N. Crumpler of Ashe County N.C to the House of Commons on January 10, 1861

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com

[1] This article was taken with permission from a section of Defending Dixie’s Land: What Every American Should Know About The South And The Civil War.

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‘The Man in the High Castle’ was an American television series created for a “parallel universe” where Nazi Germany, and the Empire of Japan, respectively, would rule the world after winning World War II. The series was nominated for over two dozen awards, winning three of them. The author of this piece, Ken Buller, has just finished watching the entire series. I guess it’s always better to be late, then to never have watched it.

Vyacheslav Molotov (left) and Joachim von Ribbentrop (right) at the signing of the 1939 Molotov–Ribbentrop Pact.

As I was binge watching the series, I couldn’t help but pull out every history book, paper, and lesson I had gone through in school to really dive into what were some of the fatal mistakes that the Axis (particularly Nazi Germany) had made to make it a fictional series, and thankfully, not a reality. The list could probably go on forever, but here’s a list of four of the most important reasons for what I think cost the Nazis and Japanese their empires.

Strategic Blunders

  1. The brain drain. With Hitler’s twisted and demonic ideology, he either drove away or killed millions of high IQ, highly skilled entrepreneurs, manufacturers, scientists, engineers, physicians, financers, etc. I think the quote “Our Germans were better than their Germans,” from the film ‘The Right Stuff’ sums up the incalculable waste of talent he could’ve used.
  2. Declaring War on The United States of America. On December 11, 1941, Nazi Germany declared war on the United States due to Japan’s attack on Pearl Harbor four days earlier. However, according to the terms of their agreements, Germany was obliged to come to the aid of Japan if a third country attacked Japan, but not if Japan attacked a third country. I think if Germany declared war on America, they had a great opportunity through the Kreigsmarine’s U-boat fleet to knock all of his enemies in Europe out, but particularly Great Britain.
  3. The Invasion of the Soviet Union. Well, if any of you know about Napoleon, enough said, but that won’t fly with my Editor. Through the Ribbentrop-Molotov Pact, the Nazis had such an advantage that only a maniac could, and eventually, would ruin it. With their allies in the Balkans, Caucasus, and parts of Eastern Europe, they could have acquired the natural resources and material wealth that they desperately needed in order to maintain their dominance for years to come.
  4. Failure to Work with Japan. It seems that throughout the war, Germany and Japan didn’t really work at all and they were more “frenemies” than actual allies. Throughout the war they had some joint operations, but I think they failed to operate on a grand scale. In my previous point, the German forces that were ultimately used on the Eastern Front, could have been used in North Africa, and the Middle East, who could eventually link up with Japanese Forces in India or Central Asia that were pushing in from China and Burma.

In conclusion, I think Adolf Hitler was obviously an evil monster, and because of his horrible ideology, it got in the way of making the right strategic moves at all the right times. I think even if he didn't commit half of the mistakes listed, the war would've gone on for years, and parts of "The Man in The High Castle" we could be living out right now.

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The Battle of Goose Green stands as one of the most dramatic and significant engagements of the 1982 Falklands War between Great Britain and Argentina. This confrontation saw the British Parachute Regiment overcoming a numerically superior Argentine force to capture a strategically vital airfield.

Terry Bailey explains.

What is left of the 1982 Argentinian defensive positions on Darwin Ridge, Darwin, Falkland Islands. Source: Farawayman, available here.

Introduction

In April 1982, Argentina invaded the Falkland Islands, a British overseas territory, triggering a military response from Great Britain. The British government, led by Prime Minister Margaret Thatcher, was under immense political pressure to reclaim the islands swiftly. The international community, particularly the United States, closely watched Britain's military response. These international overseers added to the urgency of a decisive victory, simply because the international community were pressing for a negotiated settlement. A British task force was en route within 3 days of the Argentine invasion.

It is worth noting that Argentina and Great Britain had spent numerous years talking about the Falkland Islands' future long before the Argentine invasion, including a potential dual sovereignty proposal.

However, now that Argentina had invaded and a British task force had set sail, it looked like war was inevitable. The British forces landed on the Falklands and began their advance. Goose Green, a settlement on East Falkland, became a focal point. The Argentine forces had fortified the area in depth, including the nearby airfield, which was crucial for controlling air operations in the region. Military and political leaders in London and the field recognized that capturing Goose Green would deliver a significant blow to Argentine morale and strengthen the British position.

Brigadier Julian Thompson, the immediate commander of the British land forces, faced considerable pressure from the British government to produce quick results. Although some military advisors suggested bypassing Goose Green to avoid heavy casualties, the political imperative for a visible and symbolic victory prevailed. Consequently, the 2nd Battalion, Parachute Regiment (2 PARA), under the leadership of Lieutenant Colonel Herbert "H" Jones, was tasked with the audacious assault.

Strategic Overview

The overall strategy for the British forces involved a multi-pronged advance to recapture key positions on the Falklands. Goose Green, located on a narrow isthmus on East Falkland, was defended by a strong Argentine force commanded by Lieutenant Colonel Ítalo Piaggi, numbering over 1,200 men and were well-entrenched with machine guns, mortars, and artillery support.

In contrast, 2 PARA comprised approximately 600 soldiers, half the strength of the Argentine defenders. Despite this disparity, the British strategy hinged on surprise, speed, and superior training, in addition to the skill of their troops. The plan involved a night march of approximately 21 kilometers to position the battalion for a dawn assault, to use the element of surprise to disorient the defenders and secure key objectives swiftly. However, the media had managed to transmit the story before the assault occurred, thereby, the element of surprise was lost and Argentine forces were substantially reinforced and ready for the assault.

Under cover of darkness on the 27th of May, 2 PARA advanced towards the settlement, navigating difficult terrain and maintaining strict noise discipline aimed at avoiding detection. The plan was to launch a coordinated attack at first light, striking the surrounding Argentine positions with overwhelming force.

The battalion's companies were each assigned specific objectives. 2 Para were unaware that the Argentine forces were expecting an assault and had reinforced the whole Goose Green area.

A Company, under the command of Major Dair Farrar-Hockley, were to take Burntside House as their first objective, B Company, under the command of Major John Crossland, followed in the next phase of the attack and was to secure Burntside Hill and then continue to Boca Hill.

Where A Company had advanced down the left side of the isthmus, B Company were to follow the coast on the right side of the attack. After a significant delay, the advanced initially encountered very little resistance in the forward trenches. Approaching Burntside Hill, they exchanged fire with the Argentine defenders, however, on reaching the top of the hill, they found the first positions empty.

The Coronation Ridge position temporarily halted Major Neame's D Company as they advanced between A and B companies. However, D Company soon encountered heavy fire from an Argentine machine gun which was silenced by two paratroopers, allowing D Company to continue and clear the Argentine position on Coronation Ridge. These early encounters held up the advance for approximately 3 hours.

Then A Company, 2 Paras moved into the gorse line at the bottom of Darwin Hill facing the entrenched Argentines, who looked down on the British and thus were able to pin down the British with heavy machine gun and automatic rifle fire, in addition to, sniper fire, thus holding up the advance for a further hour.

At this point B Company broke off their attack and began to withdraw to the reverse side of Middle Hill and the base of Coronation Point due to being completely exposed to enemy fire, as the whole area was wide open and had no real cover available for the British.

A and B companies utilized this time to prepare temporary defensive positions while a re-organization of the attack was conducted by 2 Para's second-in-command. The British A and B Companies currently were unable to cross the open ground due to Argentine machine guns and sniper fire.

With both A and B Companies' advance halted and the entire attack in jeopardy, the 2 Para Commander, Lieutenant Colonel Jones led an unsuccessful charge up a small gully to try to regain the initiative. 3 of his men, his adjutant Captain Wood, A Company's second-in-command Captain Dent, and Corporal Hardman were killed when they followed his charge.

Shortly after that, Jones was seen to run west along the base of Darwin Ridge to a small re-entrant, checking his Sterling submachine gun, then running up the hill towards an Argentine trench. He was seen to be hit once, then fell, got up, and was hit again from the side. He fell meters short of the trench, H Jones was shot in the back and the groin, and died within minutes. Jones was posthumously awarded the Victoria Cross.

After a further 5 hours of fighting and ammunition supplies becoming critical, A Company eventually overcame the Argentine defenders on Darwin Hill, finally reporting it secure at 13:13 hrs local time, and advanced to take Boca Hill. Waving a white T-shirt from a rifle all resistance on the part of the Argentines holding Darwin Ridge ended, securing the outlying areas of Goose Green.

After securing Boca Hill and the battle for Darwin Ridge was over, the interim objectives had taken six hours of fighting, with heavy losses, the commanding officer, the adjutant, A Company's Second-in-Command, and nine non-commissioned officers and soldiers were killed with a further 30 wounded.

C and D Companies began to make their way to the airfield, as well as to Darwin School (to the east of the airfield), while B Company made their way south of Goose Green Settlement.

A Company remained on Darwin Hill. C Company originally held in reserve now advanced to contact and came under effective enemy fire sustaining heavy casualties.

The order to fix bayonets was given and C company continued their advance clearing the enemy positions as they traversed the boggy uneven terrain. The outer defenders fell back into the Darwin-Goose Green track and were able to escape. Sergeant Sergio Ismael Garcia of 25IR single-handedly covered the Argentine withdrawal during the British counterattack. For this, he was posthumously awarded the Argentine Nation to the Valor in Combat Medal.

By last light, A Company was still on Darwin Hill, north of the gorse hedge; B Company had penetrated much further south and had swung in a wide arc from the western shore of the isthmus eastwards towards Goose Green, but were isolated and under fire from Argentine positions and unable to receive mutual support from the other companies.

At this point further Argentine reinforcements were arriving; however, B Company 2 Para managed to bring down artillery fire on these new Argentine reinforcements, forcing them to disperse towards the Goose Green settlement, although some did re-embark and left with the departing helicopters that had deployed them.

At this point, C Company's attack had also stalled, after their battle at the Darwin Schoolhouse, now advancing towards Goose Green airfield they came under intense direct fire from 35 mm anti-aircraft guns from Goose Green.

Whereas, D Company had regrouped just before the last light, and they were deployed to the west of the dairy—exhausted, hungry, low on ammunition, and without water.

Food was redistributed, for A and C Companies with one ration-pack between two men; but B and D Companies could not be reached. At this time, a British helicopter casualty evacuation flight took place, successfully extracting C Company casualties from the forward slope of Darwin Hill, while under fire from Argentine positions.

To Keeble, now in command of 2 Para with the death of Lieutenant Colonel H Jones, the situation looked precarious, the Argentine position had been surrounded but not captured, and his fighting companies were exhausted, cold, and low on water, food, and ammunition.

His concern was that the Argentine reinforcements, dropped by helicopter, would either be used in an early morning counter-attack or used to stiffen the defenses around Goose Green.

He had seen the C Company assault stopped in its tracks by the anti-aircraft fire from Goose Green and had seen the Harrier strikes earlier that afternoon missing their intended targets. In an orders group with the A and C Company commanders, he indicated his preference for calling for an Argentine surrender, rather than facing an ongoing battle the following morning. This train of thought was based on the fact that the Argentine forces were surrounded and all outlying Goose Green Argentine positions were now in British hands.

However, at the same time, he put an alternative plan into action, in case the Argentines decided not to surrender. This plan was to "flatten Goose Green" with all available firepower and then launch an assault with all forces possible, including reinforcements he had requested from Brigadier Thompson.

On Thompson's orders, J Company of 42 Commando, Royal Marines, and the remaining guns of 8 Battery, and additional mortars were helicoptered in to provide the necessary support for a possible assault on the 29th of May.

However, on the morning of the 29th of May 1982, the formal surrender of Goose Green by the Argentine forces took place with 2 PARA securing a decisive victory, although with heavy losses.

Aftermath and Impact

The capture of Goose Green was a pivotal moment in the Falklands War. It demonstrated the resolve and capability of British forces operating far from their native shores of Great Britain in the world of modern combat, boosting morale both for the islanders and the populace in Great Britain. The victory also had a significant psychological impact on the Argentine forces, undermining their confidence and cohesion.

Over 1,200 Argentine soldiers from Goose Green were taken prisoner by the British. In questioning the prisoners it became quite clear that the use of the bayonet by the British was not only a shock to many of the Argentine soldiers but was a decisive factor in the collapse of morale and therefore, the overall collapse of Argentine forces at Goose Green. It should also be noted that the Argentine commander was fully aware that his command was surrounded and the British now could call upon large amounts of fire support.

The political and strategic implications of the battle were profound. Prime Minister Thatcher capitalized on the success, enabling the strengthening of domestic and international support for the British campaign. The victory at Goose Green underscored the effectiveness of British military strategy and tactics, even when facing numerically superior forces, setting the stage for subsequent operations to reclaim all of the Falklands Islands.

Conclusion

The Battle of Goose Green is remembered as a symbol of courage, skill, and determination of the British Parachute Regiment. Despite facing a numerically superior enemy, 2 PARA's audacious assault, tactical superiority and the overwhelming aggressive fighting ability of the British Airborne soldiers secured a crucial victory in the Falklands War, when international pressure was pushing for a negotiated settlement, that may have sided with the Argentine leadership.

The battle not only showcased the effectiveness of British forces but also highlighted the political and strategic dimensions of military decision-making in the heat of conflict. Reflecting on this historic engagement, the legacy of Goose Green endures as a true symbol of bravery and resilience, providing a reminder that extraordinary feats can be achieved when determination and skill combine in the face of adversity.

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Note

Battles are often confusing and full of contradictions from either side, and the battle for Goose Green is no exception, however, what is certain is that a smaller numerical force overcame a larger force by closing with the enemy with fixed bayonets and generating enough military violence to overcome the enemy positions.

Point of interest

The English Captain John Strong made the first recorded landing in the Falklands, in 1690, and named the sound between the two main islands after Viscount Falkland, a British naval official. The name was later applied to the whole island group. Whereas, Argentina was only founded as a country in 1816 on the 9th of July.

The Argentine sovereignty claim is based upon the inheritance of the islands, known as Las Malvinas in Argentina, from the Spanish crown in the early 1800s. Additionally, the Falkland Islands' proximity to Argentina's mainland appears to be reason enough for the claim by the Argentine government.

Lieutenant Colonel H Jones, Victoria Cross citation

On 28th May 1982 Lieutenant Colonel Jones was commanding the 2nd Battalion The Parachute Regiment on operations on the Falkland Islands. The Battalion was ordered to attack enemy positions in and around the settlements of Darwin and Goose Green. During the attack against an enemy who was well dug in with mutually supporting positions sited in depth, the Battalion was held up just South of Darwin by a particularly well-prepared and resilient enemy position of at least eleven trenches on an important ridge.

A number of casualties were received. In order to read the battle fully and to ensure that the momentum of his attack was not lost, Colonel Jones took forward his reconnaissance party to the foot of a re-entrant which a section of his Battalion had just secured. Despite persistent, heavy and accurate fire the reconnaissance party gained the top of the re-entrant, at approximately the same height as the enemy positions. From here Colonel Jones encouraged the direction of his Battalion mortar fire, in an effort to neutralize the enemy positions.

However, these had been well prepared and continued to pour effective fire onto the Battalion advance, which, by now held up for over an hour and under increasingly heavy artillery fire, was in danger of faltering. In his effort to gain a good viewpoint, Colonel Jones was now at the very front of his Battalion. It was clear to him that desperate measures were needed in order to overcome the enemy position and rekindle the attack, and that unless these measures were taken promptly the Battalion would sustain increasing casualties and the attack perhaps even fail.

It was time for personal leadership and action. Colonel Jones immediately seized a sub-machine gun, and, calling on those around him and with total disregard for his own safety, charged the nearest enemy position. This action exposed him to fire from a number of trenches. As he charged up a short slope at the enemy position he was seen to fall and roll backward downhill. He immediately picked himself up, and again charged the enemy trench, firing his sub-machine gun and seemingly oblivious to the intense fire directed at him. He was hit by fire from another trench which he outflanked, and fell dying only a few feet from the enemy he had assaulted.

A short time later A company of the Battalion attacked the enemy, who quickly surrendered. The display of courage by Colonel Jones had completely undermined their will to fight further.

Thereafter the momentum of the attack was rapidly regained, Darwin and Goose Green were liberated, and the Battalion released the local inhabitants unharmed and forced the surrender of some 1,200 of the enemy.

The achievements of the 2nd Battalion The Parachute Regiment at Darwin and Goose Green set the tone for the subsequent land victory on the Falklands. The British achieved such a moral superiority over the enemy in this first battle that, despite the advantages of numbers and selection of battleground, the Argentinian troops never thereafter doubted either the superior fighting qualities of the British troops or their own inevitable defeat.

This was an action of the utmost gallantry by a Commanding Officer whose dashing leadership and courage throughout the battle were an inspiration to all about him.

His Victoria Cross is displayed at the National Army Museum in Chelsea, London.

Other British awards

The Distinguished Service Order was awarded to Maj. C.B.P. Keeble, the Battalion second in command

The Military Cross Was awarded to:

Maj. J.H. Crossland: OC B Coy

Maj. C.D. Farrar-Hockley: OC A Coy

Lt. C.S. Connor: Recce Pl. Cmdr

Distinguished Conduct Medal was awarded to:

Cpl. D. Abols for his daring charges, which turned the Darwin Hill battle

Sgt. J.C. Meredith, Pl Sgt, 12 Platoon, D Company

Pte S. Illingsworth was posthumously awarded the DCM

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The Mississippi River — trade route, boundary line, and burial ground. According to www.nps.gov the Mississippi River flows 593,003 cubic feet of water per second into the Gulf of Mexico. This equates to 4.4 million gallons per second, with each droplet telling a story and holding a memory. Researching currents and flood stages gives us a hint at her moods, but she has long been a crucial player in the history of American. Here, Bethany Bellemin will look at the river’s importance in the Battle of New Orleans during the War of 1812.

*The Battle of New Orleans.* By Edward Percy Moran, 1910.

Key Players

  1. The testing time for a new American had begun. The British fleet had been confiscating crewmen from United States’ vessels claiming them as deserters of the British navy. While some of them had been deserters looking to start a new life, other sailors taken were simply American citizens going about their lives. After a few years of this injustice, the Americans had finally had enough. War was officially declared against the former mother country on June 18, 1812. It was going to be a conflict with far more significance than either side realized.

For two years war waged bringing the most pivotal battle with it. The beginning of the end started on December 21, 1814. The war had come to New Orleans, Louisiana. The ensuing conflict would prove to be a crucial and defining moment, not just for the war, but also for the entire nation.

December 1, 1814. General Andrew Jackson, the man of the hour had arrived. Robert Tallant, an authority on the Battle of New Orleans called him, “The toughest fighting man in the country.” (The Pirate Lafitte and the Battle of New Orleans, Robert Tallant, 84). Jackson was preparing for the looming battle ahead with an ill-prepared army, and he was running out of time. With his troops low on ammunition and food, Jackson prepared his defense and hoped the supply boats would arrive in time. The British, under the command of Major General Pakenham, was sailing in with a fleet, fully prepared for a quick seizure of the city and the mouth of the Mississippi River. The British army had determined to conquer New Orleans using her access to the interior via the river and put a chokehold on America. It was known that whoever controlled the river controlled the nation. The city of New Orleans knew they were a pawn in the game and the control of the river was the key element to the upcoming events in which they would be participating whether they wished to or not. There was no ignoring the British ships silhouetted against a gulf sky.

The supplies Jackson was waiting for were running late, and his temper was running short. The keelboats hauling the goods had stalled upriver with their captains refusing to deliver the load unless they were paid a higher fee. It was a classic trade monopoly that the river has witnessed time and time again.

Enter Henry Miller Shreve, inventor and entrepreneur of growing renown along the river. With lives and the fate of the nation at stake, he knew what he had to do. In December 1814, he set off down the river in his steamboat the Enterprise which he had loaded with supplies for the small army amassing at the mouth of the Mississippi. Shreve was already tackling the Livingston-Fulton embargo on river trade and was no stranger to opposing injustice in the trade routes. Fighting for his country was just as close to his heart. He also made certain that the three keelboats delivered their load to Jackson: regardless of the captains' complaints against the action. A deal was a deal in Shreve’s mind and was as irrevocable as the flow of the river.

Now the spotlight moved to Jean Lafitte, privateer and businessman. He never revealed in his life why he disliked the British so much, but it is a known fact that he opposed them enough to refuse their offers attempting to cajole him into joining the British army, which also seemed to have lit the match that pushed him to offer his influence and abilities in the aid of his new country. He was not American born but he was American made. Jackson is said to have taken an instant liking to him which is recommendation enough from the stern general.

Alongside Henry Shreve, and the temporary ally, Jean Lafitte, Jackson was now ready. Lafitte was able to supply the flints needed to outfit the army Jackson commanded, many volunteers lacking any weapons whatsoever. (The Pirate Lafitte and the Battle of New Orleans, Robert Tallant, 119). Jackson, Shreve, and Lafitte: men that ran in very different circles and yet their decisions had brought them all together in this moment. The three men were perhaps unknowingly cornerstones for this battle, would all carry have a lifelong respect for each other.

Why New Orleans

The battle of New Orleans would forever mark the young country of America. Sometimes called the Second War for Independence, it was proof that the new country was here to stay. It would set the nation apart, a new land with opportunity and justice for all. And everyone from every people group were eager to take part in the battle. Even the Choctaw nation took an interest, making up a small group of eighteen and heading down the river to help defend Louisiana. The United States had an army of 2,131 while the British were known to be marching in with at least 12,000 seasoned soldiers. The odds were not in New Orleans’ favor. Robert Tallant made this empowering statement about Jackson’s troops: “It is doubtful if a braver little army every marched in the history of the world.” (The Pirate Lafitte and the Battle of New Orleans, Robert Tallant, 128-130). It is also to be noted that it is the first recorded time that all different people groups of the country fought united against a common foe. For the first time, the former colonists really felt like Americans.

The Mississippi River was a major deciding factor on the outcome of the war. Even the British were aware that the river would determine the winning side. Controlling the watery trade route could split the nation in half and ensure the ability to deliver ammunition along the waterways to the nation that held the power. It was well known that the majority of news, military orders, and citizen mail for the southern portion of the country went down the waterway as well; trade was not the only thing that was in jeopardy. New Orleans had long known that the war would come to them, it was inevitable. She stood at the edge of the Gulf of Mexico and going by her was the only way the interior could be reached by boat. If she fell, potentially so did the nation.

The first shots fired in defense of New Orleans were from aboard the Carolina, a steamboat merchant vessel that sailed down the Mississippi to the British encampment. Shots were exchanged beginning at 7 p.m. on December 23, 1814. It had started.

It was a long battle, lasting from December 23 to its finale on January 8, 1815. The casualties for the Battle of New Orleans were grossly unbalanced with the British recording over 2,000 casualties among their troops. In contrast, Jackson’s smaller force, with their base camp at the now famous Chalmette Plantation, endured less than 100 casualties. This success in preservation can be attributed to the guerrilla warfare style of the Americans and the fact they knew the lay of the land. Also fighting for one's own country has a higher moral fiber than fighting to conquer another’s homeland. The British soldiers were certainly lessenthusiastic than their commanders about the whole affair.

A Pointless Battle or Something More?

Ironically, the war ended before the famous battle on December 24, 1814, in Ghent, Belgium. But news had to come by ship and that took time. Edith McCall, a historian on Captain Shreve, notes it was seven weeks before the news of the treaty reached New Orleans. She further states that “the Battle of New Orleans soon became known as ‘the needless battle,’ for it was fought two weeks after the war was officially over. However, no one argued that it had been a useless battle, for it won new respect for the American military forces.” (Mississippi Steamboatman: The Story of Henry Miller Shreve, Edith McCall, 29-30). The War of 1812 was considered officially ended by Congress ratifying the treaty on February 16, 1815. The United States finally saw itself as a separate country and not just a singular group of colonies that still reflected Britain. Now she saw herself as a nation that could stand the test of time and make her mark on the world.

All the men that played a part in it, the knowns and the unknowns, showed that the country was built on initiative. Shreve taking his steamboat with munitions; Jackson pushing his troops to march from Pensacola, Florida to New Orleans as quickly as possible; Lafitte relentlessly offering his aid in the conflict from supplying weapons to sharing knowledge of the swamp lands: this was initiative and these are the types of men that laid the foundation for their sons and grandsons and further down to the ones who would enlist in World War Two in the fight to protect their country and stop Nazi Terrorism. This is the backbone of America, and it took a battle that was fought too late after a war to prove it to herself.

Robert Remini, another historian covering the famous battle, remarks that “the Battle of New Orleans was one of the great turning points in American history. The country had gone to war with England in a desperate effort to prove that its independence won in the revolution was no fluke, no accident, no grant by a reluctant mother country…in that one glorious moment the nation had demonstrated that it had the strength, will, and ability to defend its freedom and prove to the world that it was here to stay, that its sovereignty and rights were to be respected by all.” (The Battle of New Orleans: Andrew Jackson and the First Military Victory, Robert V. Remini, 195). The United States was now a player among the powers of the world.

The Mississippi River was the heartbeat of a growing nation at a time when roads were few and railways were fewer. Even for the people that did not live near her shoreline, the river was the line of communication and trade from north to south. For those who were directly influenced by the waterway, the river was their very own to protect and utilize. Fishing, trade, and all manner of livelihood ebbed and flowed with the river's currents. Keeping the waterway in the hands of the Americas ensured she would last as long as the river ran. The people of New Orleans and of the swamplands considered her home, but she also became a symbol: no one will easily lose what he is willing to die to protect. The Battle of New Orleans was a group of people with little connection before the event. In their attempts to protect a river they forged a bond; and in doing so solidified the United States of America. That is one of the things that makes America what it is. And we can can thank a river for that.

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References

When it comes to history, I always tell people don’t take just one person's word for it. Research it and find your own conclusions based off of the facts that present themselves. That’s what makes us all historians: the curious mind and the searching heart. I found these books to be invaluable in my study of The Battle of New Orleans and hope you find in them a piece of the past to hold onto for yourself as well.

It Happened on the Mississippi River, James A. Crutchfield, Morris Book Publishing, 2009.

The Battle of New Orleans: Andrew Jackson and the First Military Victory, Robert V. Remini, Penguin Books, 1999.

The Story of the Battle of New Orleans, Stanley Clisby Arthur, 1915, republished Cornerstone Book Publishers, 2015.

Mississippi Steamboatman: The Story of Henry Miller Shreve, Edith McCall, Walker Publishing Company, 1986.

Sink or Be Sunk!, Paul Estronza La Violette, Annabelle Publishing, 2002.

The Greatest Fury: The Battle of New Orleans and the Rebirth of America, William C. Davis, Caliber by Penguin Random House, 2019.

Master of the Mississippi, Florence L. Dorsey, Pelican Publishing, 1998.

The Pirate Lafitte and the Battle of New Orleans, Robert Tallant, Pelican Publishing, 1951. (You will notice this was one of my favorite books to quote in this article. A well written and engaging narrative of Lafitte and the Battle of New Orleans).

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The Vicksburg campaign was a series battles from 1862 to 1863 in the US Civil War. The fighting was focused on Vicksburg, Mississippi. In part one of a two-part series, Lloyd W Klein looks at the strategic importance of Vicksburg.

The bombarding and capturing of Fort Hindman, Arkansas Post, January 1863. By Currier and Ives.

"See what a lot of land these fellows hold, of which Vicksburg is the key! The war can never be brought to a close until that key is in our pocket.”

-- Abraham Lincoln

“ … the nailhead that holds the South's two halves together."

– Jefferson Davis

The vital importance of controlling the Mississippi River was apparent from the beginning of the Civil War. The river not only served as a crucial supply route but also facilitated the transportation of troops and military provisions, while also aiding in effective communication. By gaining control over the Mississippi River, the Union would effectively cut off the Confederacy's access to this vital thoroughfare, creating a division between the western and eastern southern states. Furthermore, this strategic move would enable Northern traffic to freely navigate the entire length of the river, essentially transforming it into a logistical superhighway that would greatly influence operations in the Western theater.

By June 1862, the Union army and naval forces had captured New Orleans and many other forts and cities along the Mississippi River. However, the Confederate stronghold of Vicksburg in Mississippi remained under their control. With General Halleck's transfer to Washington as the commander-in-chief, General Grant assumed command of the Army of Tennessee and was entrusted with capturing Vicksburg. This was no easy task. It had been tried by others without success.

Admiral Farragut had attempted an assault up the river in May 1862 after he captured New Orleans. He demanded surrender but he had insufficient troops to attack. Returning with a flotilla in June 1862, his attempts to bombard the fortress into surrender were unsuccessful. Throughout July, the Navy shelled Vicksburg and engaged in minor battles with Confederate vessels in the area, yet their forces were not enough to attempt a landing, leading to the abandonment of the mission.

Geography

Vicksburg held immense strategic significance due to its geographical location overlooking a sharp 180-degree bend on the Mississippi River, situated atop a towering 200-foot bluff. Because of the horseshoe turn, ships were essentially forced to face toward it, then away from it, and had to maneuver slowly. Perched on high, steep bluffs 200 feet above the river and heavily defended by forts and earthworks, it was heavily defended with formidable forts and earthworks. It was called the "Gibraltar of the Confederacy" for good reason, as it appeared impregnable to any military force of that era.

North and east of Vicksburg, the Mississippi Delta was formed by the convergence of the Yazoo River with the Mississippi River. Spanning over 7000 square miles, this alluvial floodplain boasts an intricate network of streams, rivers, bayous, and swamps. Some of these waterways were navigable, while others were impassable. The Delta is a 7000 square mile alluvial floodplain, with many streams, rivers, bayous, and swamps, some of which were navigable, some of which were entirely unpassable. Its geological origin is that of regular flooding of both rivers over thousands of years, creating a flat, fertile land with swamps and other wetlands. It was a land inhabited by swarms of mosquitoes carrying malaria, poor roads, and untamed wilderness. Additionally, it housed some of the largest, most productive, and isolated cotton plantations. The slave population in this area developed its own unique culture and music, which eventually emerge as Mississippi Delta Blues.

A bayou is a sluggish and narrow river characterized by an ill-defined shoreline, often associated with a marshy lake or wetland. It can also refer to a creek whose direction of flow changes daily due to tidal shifts. Bayous typically contain brackish water and are frequently boggy or stagnant. On the other hand, a swamp or marsh is a low-lying wetland predominantly covered by woody vegetation. These areas experience saturation of water in the ground and are either partially or intermittently submerged. Swamps and marshes serve as transitional zones between land and water. Wetlands encompass not only floodplains but also other areas that are prone to flooding or remain underwater.

The Initial Advance

Ulysses S Grant assumed command of the Army of Tennessee and immediately devised a strategic plan. Departing from Memphis, he aimed to trace the path of the Mississippi Central Railroad towards the south, reaching Holly Springs. Meanwhile, General Sherman was entrusted with leading four divisions, totaling around 32,000 soldiers, down the river. Grant, on the other hand, would continue his advance with the remaining forces, approximately 40,000 strong, along the railroad line towards Oxford. The Confederate forces, under the leadership of Lt. Gen. John C. Pemberton, posed a formidable challenge, with 12,000 troops stationed in Vicksburg and Jackson, Mississippi, while Maj. Gen. Earl Van Dorn commanded around 24,000 soldiers in Grenada.

Grant faced numerous obstacles in his mission, including the Confederate Army's opposition, the demanding terrain and geographical features, the prevalence of diseases, and logistical difficulties in maintaining a steady supply chain. However, his most significant concern came from the political realm. President Lincoln envisioned a two-pronged offensive strategy, with Major General John McClernand authorized to advance down the river, while Nathaniel Banks would move upstream from New Orleans. This political pressure added an additional layer of complexity to Grant's already challenging circumstances.

General Grant's initial strategy to reach Vicksburg by taking the most straightforward overland route, following the train road, proved to be unsuccessful. The problem with this direct approach was that it was too predictable and vulnerable: any threat to the single-lane Mississippi Central Railroad would have disastrous consequences. Unfortunately for Grant, the Confederates had Nathan Bedford Forrest, a skilled commander who posed a significant threat to this route. As a result, Grant's offensive failed as raids by Van Dorn and Forrest disrupted his supply lines and communication networks. The destruction of the supply depot at Holly Springs forced Grant to abandon his original plan.

Chickasaw Bayou

Meanwhile, Sherman moved downriver to Johnson's Plantation and attempted a direct northeast advance toward Vicksburg. However, this strategy required traversing through swamps and facing strong defenses on hills overlooking a bayou. Despite launching attacks for three consecutive days at Chickasaw Bayou (December 26 - 29, 1862), Sherman's forces made no progress. The heavily fortified hills and the challenging terrain hindered their advancement, leaving them unable to break through.

On December 27, the Union army pushed their lines forward through the swamps toward the Walnut Hills, which were strongly defended. On December 28, several futile attempts were made to get around these defenses. On December 29, Sherman ordered a frontal assault, which was repulsed with heavy casualties, and then withdrew.

The problem was that the bayou ended in a wall of hills, the Walnut Hills, which provided a strong defensive advantage. The strategic significance of this attack was in its proximity to Vicksburg, which is exactly what enabled Pemberton to bring sufficient manpower for its defense. Another factor was that Porter’s bombardment failed to have an important effect. Sherman had over 30,000 men of whom 1700 were casualties; Pemberton had about 14,000 with less than 200 casualties.

General McClernand and Arkansas Post

Meanwhile, General McClernand led his Corps to Memphis and proceeded down the Mississippi River, where he instructed Sherman to join forces with him, disregarding Grant's directives. Their target was Arkansas Post, home to Fort Hindman at the junction of the Arkansas River, located 50 miles upstream. With the support of Admiral Porter's ironclads bombarding the fort, they managed to land sufficient numbers of troops to capture the fort and take prisoners despite sustaining heavy losses.

Initially skeptical of the expedition, Grant expressed disapproval in a letter to Halleck. However, the successful outcome compelled Grant to recognize its importance and collaborate with McClernand. The capture of Fort Hindman was crucial in preventing potential threats from the rear, underscoring the necessity of neutralizing such strongholds to secure Grant's position.

Although McClernand incurred over 1000 casualties in a 30,000-man army, he captured 5000 Confederates. Grant would need to win a victory over the rebels and his rival in his army. As a Democratic congressman from Illinois and a close friend of Lincoln, McClernand enjoyed a political alliance with the President. However, his position as a political general had its drawbacks. While serving as second in command at Belmont and later as a division commander at Donelson, Grant knew that if he failed, he would be next in line. Despite this, Grant maintained direct communication with Lincoln, bypassing the chain of command, and freely offered his advice and criticism of others. His ultimate goal was to secure an independent command.

Grant’s Bayou Operations

From January to March 1863, Grant’s basic plan was to get close to Vicksburg with his army so that in the Spring, he could be ready, without being exposed to the town's formidable artillery. Grant sought to create alternative routes that could serve as highways for his troops by preparing waterways in the vicinity,. These operations involved a series of seven initiatives or "experiments" that took place from January to March 1863. Although all of these attempts ultimately failed, Grant's willingness to explore various possibilities demonstrated his fearlessness in the face of potential failure. This mindset, characterized by creativity and thoughtfulness, ultimately led to his success. Grant's relentless pursuit of alternative strategies showcased his determination to find a solution, even if it meant considering unconventional approaches.

Grant’s Canal

One in particular deserves special mention. Grant's Canal was an attempt to create a canal through De Soto Point in Louisiana, across the Mississippi River from Vicksburg, Mississippi. In 1862, Farragut had explored the option of bypassing the fortified cliffs by constructing a canal across the river's bend, the De Soto Peninsula. Brigadier General Thomas Williams was sent to De Soto Point with 3,200 men to dig a canal capable of bypassing the Confederate defenses. Diseases, especially malaria, yellow fever, and dysentery, as well as falling river levels, prevented Williams from successfully constructing the canal, and the project was abandoned. In January 1863, the project regained momentum when General Grant took an interest in its potential.

Encouraged by Grant, who had received favorable feedback from the navy regarding President Lincoln's support, Sherman's troops resumed excavation in late January 1863. Mockingly referred to as "Butler's Ditch" by Sherman, referencing Major General Benjamin Butler, who had initially dispatched Williams for the task, the canal was a mere 6 feet wide and 6 feet deep. Recognizing the extensive engineering challenges, Grant initiated modifications by relocating the entrance upstream to capitalize on a stronger current.

Reports indicated that the water in the canal was stagnant and lacked any current, necessitating the need for a deeper channel for the Union Navy ironclads to navigate through. Grant, recognizing this issue, also gave orders to widen the canal. However, as the month drew to a close, it became evident to Grant that the canal project would not be successful. Union officers who visited later discovered that the water level was only 2 feet and observed the absence of any current, despite earlier reports of depths reaching up to 8 feet and widths up to 12 feet in certain areas. The situation took a turn for the worse when a sudden rise in the river caused the dam at the canal's entrance to break, resulting in flooding in the surrounding area. Consequently, the canal began to fill up with sediment and backwater. In a desperate attempt to salvage the project, two large steam-driven dipper dredges named Hercules and Sampson were deployed to clear the channel. However, their efforts were thwarted by Confederate artillery fire from the bluffs at Vicksburg, forcing them to retreat. By the end of March, all work on the canal was abandoned.

In April 1876, the Mississippi River changed course, forming a channel through De Soto Point. Vicksburg became isolated from the riverfront after the oxbow lake formed by the course change became cut off from the river. It was not until the completion of the Yazoo Diversion Canal in 1903 that Vicksburg regained its connection to the river. Although most of Grant's Canal has been destroyed over time due to agricultural activities, a small section measuring approximately 200 yards in length still remains. It is worth noting that General Grant did manage to alter the course of the Mississippi River, a remarkable feat of engineering. However, this achievement came too late to hold any military significance.

Lake Providence

Brig. Gen. James B. McPherson constructed a canal stretching several hundred yards from the Mississippi River to Lake Providence, enabling access to the Red River via Bayous Baxter and Macon, as well as the Tensas and Black Rivers. This strategic waterway would allow Grant's forces to link up with Banks at Port Hudson. By March 18, the connection was navigable, but the limited number of "ordinary Ohio River boats" provided to Grant for navigating the bayous could only accommodate 8,500 men. Although this was the only one of the bayou expeditions to successfully bypass the Vicksburg defenses, it was not enough for a successful Vicksburg operation. It did allow the possibility of sending reinforcements to Banks.

Yazoo Pass

The Yazoo Pass initiative aimed to reach the elevated terrain above Hayne's Bluff and below Yazoo City by breaching the Mississippi River levee near Moon Lake, approximately 150 miles above Vicksburg, near Helena, Arkansas. This plan involved traversing the Yazoo Pass, an ancient route from Yazoo City to Memphis that had been obstructed by the 1856 levee construction, isolating the Pass from the Mississippi River to Moon Lake. The route would lead through the Coldwater River, then the Tallahatchie River, and finally into the Yazoo River at Greenwood, Mississippi. It may also have been intended as a method to raid the railroad bridge at Grenada.. Despite the Union's efforts to blow up the dikes on February 3, obstacles such as low-hanging trees and deliberate Confederate obstructions hindered progress. These setbacks allowed the Confederates to hastily erect "Fort Pemberton" near the junction of the Tallahatchie and Yalobusha Rivers, effectively repelling the Union naval forces.

Steele’s Bayou

On March 14, Admiral Porter attempted to reach Deer Creek by sailing up the Yazoo Delta through Steele's Bayou, which is located just north of Vicksburg. The purpose of this maneuver was to outflank Fort Pemberton and enable the landing of troops between Vicksburg and Yazoo City. However, the Confederates obstructed their path once again by felling trees and causing the paddlewheels of the boats to become entangled with willow reeds. This situation raised concerns that Confederate troops might seize the boats and sailors, necessitating Sherman to move troops by land to rescue them.

Duckport Canal

Another canal project known as the Duckport Canal was initiated to create a waterway from Duckport Landing to Walnut Bayou, aiming to allow lighter boats to bypass Vicksburg. However, by the time the canal was nearly completed on April 6, the water levels had significantly decreased. As a result, only the lightest flatboats were able to navigate through the canal, rendering it ineffective for larger vessels.

Milliken's Bend

The main challenge Grant faced in dealing with Vicksburg was its formidable position as a fortress situated on elevated bluffs along the river. The city boasted massive batteries that could outmatch any Union ships on the river. Additionally, Vicksburg was surrounded by nine major forts or citadels and protected by 172 guns, which commanded all possible approaches by both water and land. Furthermore, the city housed a garrison of thirty thousand troops, making it a highly fortified and well-defended stronghold.

Moreover, the turn in the river beneath the town ensured that any naval force would face immediate and devastating bombardment, making it a formidable barrier for potential invaders. However, the protected northern invasion route through a maze of swampy bayous posed a significant obstacle for Grant's army. While his troops could camp on the west side of the river, the logistics of launching an attack from that position were complex and uncertain. The necessity of eventually crossing the river to the other side raised questions about how the supply line and reinforcements would be managed during the movement.

Grant wasn’t actually directly across the river, because the large Cypress Swamp comprises the west bank. He was located at Milliken’s Bend, upriver from the 180-degree turn in the river. Despite the seeming disadvantage of being further away, this positioning allowed for a level of strategic ambiguity that Pemberton underestimated. Milliken's Bend, situated in Louisiana about 15 miles upriver from Vicksburg, served as a crucial staging area for Grant's army by 1863. The distance from Pemberton's forces provided Grant with the element of surprise and control over the river traffic, enhancing his strategic advantage.

The construction of bridges, corduroy roads, and the clearing of swamps by McClernand's troops from Milliken's Bend to the proposed river crossing at Hard Times, Louisiana, below Vicksburg, demonstrated the meticulous planning and effort required to overcome the challenging terrain. By filling in the swamps and creating a 70-mile road by April 17, the Union forces were able to establish a vital connection for their movements toward Vicksburg. This logistical feat showcased the determination and resourcefulness of Grant's army in navigating the difficult landscape to achieve their strategic objectives.

April brought receding waters and the emergence of roads from Milliken’s Bend to points downriver on the west bank. Grant planned to march his troops over those roads to a location where he could ferry them to the east bank of the river.

The Plan Emerges

Grant pored over maps and developed a plan requiring naval cooperation by January. Grant expressed that the next step was to get south of the city when he first landed at Young’s Point, in late January. In early February 1863, Grant conveyed to General Halleck and Admiral Porter his conception for the campaign. He later convened a staff meeting to outline his intentions. He expressed his desire to lead his army south of Vicksburg, cross the river, and sever the vital railroad link between Vicksburg and Jackson. However, despite his clear plan, Grant chose to delay the execution of his strategy until Spring. According to Grant's account in his memoirs, he attributed this delay to the high water levels of the river in January, which made it impractical to commence the campaign at that time.

Grant directed his army to march southward along the west bank of the Mississippi River, aiming to position his forces well below Vicksburg. The next step in his plan involved transporting his troops across the river, a task that required navigating past the formidable guns of the city. Once safely on the Mississippi shore south of Vicksburg, Grant intended to strike inland, engaging any Confederate forces encountered along the way, with the ultimate objective of capturing Vicksburg. Grant's meticulous planning involved extensive study of maps and charts, as he single-handedly devised this approach. However, his subordinates, including Sherman, McPherson, and Logan, expressed reservations about the plan, deeming it too risky. By using the new road, and a large Bayou, Grant was capable of reaching Hard Times Landing without being detected. The army marched south on the west side of the Mississippi River and crossed the river south of Vicksburg at a place named Hard Times.

Hard Times is just beyond Big Cypress swamp. At that location, the Mississippi River takes a wide inward turn. Bayou Vidal, which may have once been the main river channel, provided a direct route for Grant's forces. This route was approximately six miles beyond Grand Gulf on the opposite side of the river, where they boarded transports to cross over to Bruinsburg. Grant recognized the significance of this route and understood that he could continue to utilize it for transporting supplies as long as necessary.

Grant had three options for attacking Vicksburg: The first option was to return to Memphis and approach the city from the north and east via an overland route. However, Grant dismissed this option as it would have negatively impacted morale to retreat. The second option involved directly assaulting the city by crossing the Mississippi River. Grant rejected this option, believing it would result in a significant loss of life or even defeat. The third option was to march his troops down the west bank of the Mississippi, cross it, and approach the city from the south and east. Upon hearing Grant's plan, Sherman expressed doubts and suggested that Grant should reconsider option #1 and return to Memphis. Blair after the war also expressed his skepticism at the time.

The Naval Rendezvous

Grant’s particular genius in the war was his brilliant collaborations with the navy. His victories at Forts Donelson and Henry for example were made possible by the combination of ground and water approaches. In that sense, the concept of combined arms forces was an innovation General Grant developed. Vicksburg is the outstanding application of the model.

The Union troops needed to rendezvous with their Navy to cross into Confederate territory, but the success of this operation depended on the ability of the boats to evade the guns defending Vicksburg. It was crucial for there to be an adequate number of gunboats and transport ships positioned south of the city to ensure the plan's success. Once the Union Navy had navigated downstream past Vicksburg, there was no turning back due to the strong river current.

On the evening of April 16, two weeks before the planned river crossing, Admiral David Porter guided the Union fleet past the Confederate batteries at Vicksburg to join forces with Grant. Despite being detected by Confederate lookouts as they rounded De Soto Point, the fleet pressed on and engaged in battle with the Confederate batteries. Despite sustaining damage from enemy fire, the Union fleet successfully fought their way through to rendezvous with Grant.

Porter directed to ensure the concealment and protection of the boilers on the steamships by utilizing barriers made of cotton, hay bales, and bags of grain. This strategic measure would prove beneficial in the future as well. Additionally, to provide an extra layer of defense, coal barges, and surplus vessels were securely fastened to the sides of the critical vessels. Commencing at 10 pm on April 16, Porter assumed command of a fleet consisting of seven ironclad gunboats, four steamers, the tug Ivy, and a variety of towed coal barges, as they embarked on a downstream journey. The Union vessels were illuminated by Confederate bonfires, becoming targets for a relentless two-hour barrage from the Vicksburg guns. Despite the intense fire, the ironclads and supply-laden transports successfully navigated past the Vicksburg guns. The Confederate cannons unleashed a total of 525 rounds, resulting in sixty-eight hits. Remarkably, only one vessel was lost, and there were no casualties among the crew. Additionally, the Confederates had placed ropes strung across the river with explosives attached that could be moved by pulleys.

Grant realized that it would be impossible to provide his army with supplies using the muddy west bank road. As a result, a second convoy was organized to address this issue. On the night of April 22, six transport vessels, without any escorts, were tasked with towing barges loaded with 100,000 rations and other essential supplies, attempting to pass through the Vicksburg batteries. Grant, recognizing the importance of additional supplies, ordered another group of vessels to bring reinforcements one week later on the same night. This time, six protected steamers, under the command of Colonel Clark Lagow from Grant's staff, towed twelve barges filled with rations. Despite facing heavy fire from the Vicksburg batteries, five of the steamers and half of the barges successfully made it through. The vessels were primarily manned by army volunteers from "Black Jack" Logan's division, as the civilian crews were too fearful to navigate through the dangerous Vicksburg gauntlet. Although the run was mostly successful, the leading vessel, a hospital ship, was unfortunately sunk, resulting in the loss of two lives. Meanwhile, by cutting a new road through the swamp, when necessary, McClernand's corps worked its way south and was joined by one of McPherson's divisions.

Diversionary Tactics

To enhance the element of deception during his planned landing, Grant employed diversionary tactics to divert Pemberton's attention away from the south and the river crossing site. These tactics were executed through two well-conceived feints.

Snyder’s Bluff

While he was moving south with McClernand and McPherson on the west (Louisiana) bank, Grant had Sherman’s Fifteenth Corps threaten Vicksburg from the north. On April 27, Grant ordered Sherman to proceed up the Yazoo River and threaten Snyder’s Bluff northeast of Vicksburg. On the 29th, Sherman debarked ten regiments of troops and appeared to be preparing an assault while eight naval gunboats bombarded the Confederate forts at Haines’s Bluff.

Sherman’s division remained north of Vicksburg. General Sherman led a highly successful diversionary attack by utilizing a combined naval and infantry operation. Blair's division, consisting of eight gunboats and ten transports, secretly and quietly moved to the mouth of Chickasaw Bayou the night before the operation. At 9 am, all gunboats, except one, opened fire on the enemy forces in the bayou, while one gunboat and the transports moved upstream.

At the Battle of Snyder’s Bluff, the troops proceeded upstream until approximately 6 pm, crossed Blake’s Levee, and launched an assault on the artillery near Drumgold’s Bluff. This location was significantly north of Vicksburg, diverting focus from the ongoing activities downstream. The attack faced insurmountable challenges due to the strategic positioning of batteries on Drumgold’s and Snyder’s Bluffs, as well as the course of the Yazoo River that General Sherman's forces had to navigate.

At first, heavy casualties were sustained. The next morning more troops were deployed, but the difficult terrain of swamps and marshes posed formidable barriers to any progress. Sherman eventually retreated to Milliken’s Bend, realizing that his contingent, which constituted only a fraction of General Grant's overall command, would likely have failed to capture the bluffs even if a direct attempt was made.

Sherman withdrew on May 1 and hastily followed McPherson down the west bank of the Mississippi. His troops were ferried across the river on May 6 and 7.

This diversionary maneuver effectively drew Pemberton's attention away from Grant's actual landing site. Pemberton sent 3,000 troops that had been marching south to oppose Grant.

Grierson’s Raid

The success of this diversion was remarkable, as it involved a daring cavalry raid that originated from La Grange, TN and penetrated central Mississippi on April 17. This marked the commencement of a relentless 17-day campaign characterized by constant movement, widespread devastation, and frequent clashes. Upon its conclusion, General Grant aptly hailed it as "one of the most remarkable cavalry exploits of the entire war."

Under the leadership of Grierson, a force of 1,700 soldiers from the 6th and 7th Illinois, as well as the 2nd Iowa Cavalry regiments, embarked on this audacious mission from La Grange. Over the course of 17 days, Grierson's troops covered a staggering distance of 800 miles, engaging Confederate forces repeatedly. They successfully disrupted two vital railroads, took numerous prisoners and horses, and inflicted significant damage to enemy property. Their journey culminated in Baton Rouge on May 2, where Grierson joined forces with Nathaniel Banks in the ongoing siege at Port Hudson.

By skillfully diverting attention to the north and east of Mississippi, this raid effectively diverted Confederate focus away from the gathering of troops at Grand Gulf. Through the deployment of small patrols and deceptive maneuvers, Grierson managed to confuse the enemy regarding his true location, intentions, and direction. Operating deep within enemy territory, his forces systematically dismantled rail infrastructure, liberated enslaved individuals, razed Confederate storehouses, disabled locomotives, and obliterated commissary stores, bridges, and trestles. The lack of a viable response from General Pembleton further contributed to the raid's triumph. While Forrest was engaged in Alabama, combating Streight's Raid, other Confederate cavalry units were dispatched but proved unable to catch up with Grierson's swift movements. This strategic diversion ultimately hindered Pemberton's ability to effectively counter Grant's advance from the south, as he found himself inadequately equipped to confront the Union forces due to the distractions caused by Grierson's audacious exploits.

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Further Reading:

· Donald L Miller, Vicksburg: Grant's Campaign That Broke the Confederacy. Simon and Schuster, 2019.

· Grant’s Memoirs

· Sherman’s Memoirs

· Grant by Chernow

· https://www.battlefields.org/learn/civil-war/battles/vicksburg

· https://www.historynet.com/battle-of-vicksburg

· https://civilwarmonths.com/2023/04/15/vicksburg-grant-and-porter-assemble/amp/

· https://www.washingtonpost.com/news/achenblog/wp/2014/04/25/ulysses-s-grant-hero-or-butcher-great-man-or-doofus/

· https://www.historynet.com/vicksburg-the-campaign-that-confirmed-grants-greatness/

· https://www.vicksburgpost.com/2003/01/27/water-returned-to-citys-doorstep-100-years-ago/?fbclid=IwAR1X5nFZ8F-l_0sbr3Ki1HBygBiPb-GCgxl4aBCznjSOgKAvVdURVJUvJDA

· https://www.nps.gov/vick/learn/nature/river-course-changes.htm?fbclid=IwAR3mflQUgR8JaUEIcrm2v_lLlfdGup44_XwzxIcJ1mTAyyCT2h_umfcT2Sc

· https://www.historynet.com/americas-civil-war-colonel-benjamin-griersons-cavalry-raid-in-1863/

· https://www.historynet.com/griersons-raid-during-the-vicksburg-campaign/

· https://www.thoughtco.com/major-general-benjamin-grierson-2360423

· https://emergingcivilwar.com/2021/04/29/that-other-cavalry-guy-benjamin-h-grierson/

· https://www.historyonthenet.com/grant-vicksburg

· https://www.battlefields.org/learn/civil-war/battles/port-gibson

· https://www.americanhistorycentral.com/entries/battle-of-port-gibson/

· https://www.nps.gov/vick/learn/historyculture/battleportgibson.htm

· https://www.battlefields.org/learn/articles/grants-vicksburg-supply-line

· https://www.historynet.com/mississippi-nightmare/

· https://www.thoughtco.com/battle-of-champion-hill-2360280

· https://www.rebellionresearch.com/battle-of-raymond?fbclid=IwAR1L1PcCwGRCFLg-Bv7neO1tG6cv7RsnmZO8kNvv5XVjUBkM6t3CiPtu96c_aem_th_AaSypV4shWeio-QbLLXIuILea41vtkZsruFEMGykenl_kK8dPEuWWYZiUP44s9G8ws4&mibextid=Zxz2cZ

· Klein LW, Wittenberg EJ. The decisive influence of malaria on the outcome of the Vicksburg campaign. Surgeon’s Call: The Journal of the National Civil War Medicine Museum. 2023; 28(1): 4 – 14.

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April 14, 1912, is etched in history as the night the RMS Titanic met its tragic fate. As the luxury liner sank beneath the icy waters of the North Atlantic, a mystery emerged that continues to baffle historians and enthusiasts alike: the tale of a ship seen near the Titanic, shrouded in controversy and intrigue. This is the story of that mysterious ship and its connection to the sinking of the Titanic.

Richard Clements explains.

The SS Californian.

The Titanic's Final Voyage

The RMS Titanic, deemed "unsinkable," embarked on its maiden voyage from Southampton to New York City on April 10, 1912. Boasting opulence and advanced engineering, the Titanic was a marvel of its time. However, on the night of April 14, disaster struck. At 11:40 PM, the ship collided with an iceberg, and within hours, it was evident that the Titanic was doomed. Distress signals were sent, flares were fired, and the call for help echoed across the cold, dark sea.

The Mystery Ship

As the Titanic's distress flares illuminated the night sky, survivors and crew members reported sighting a nearby ship. This vessel, dubbed the "mystery ship," seemed tantalizingly close yet failed to respond to the Titanic's desperate pleas for assistance. Eyewitness accounts describe the ship's lights, which appeared to draw closer and then inexplicably move away. The identity and actions of this ship have been subjects of intense scrutiny and debate ever since.

The SS Californian

Amid the chaos, the SS Californian, a Leyland Line steamer, was stationed in the vicinity, allegedly within sight of the Titanic. Under the command of Captain Stanley Lord, the Californian had halted for the night amidst ice warnings. Crew members aboard the Californian reported seeing flares fired from a ship, but Captain Lord did not take immediate action, believing they were not distress signals.

Third Officer Charles Groves and Apprentice James Gibson both testified that they saw the flares and informed Captain Lord. However, Lord, convinced that the ship was too far away to be in distress, chose not to wake the wireless operator. As the night progressed, the Californian's crew watched as the lights of the distant ship seemed to vanish, an observation that coincided with the Titanic's final moments.

Investigations and Controversy

Following the disaster, American and British inquiries sought to unravel the events of that night. Both inquiries delved into the actions of Captain Lord and the Californian's crew, questioning why they did not respond to the distress signals. The American inquiry, led by Senator William Alden Smith, concluded that the Californian was indeed the ship seen by the Titanic, condemning Captain Lord for failing to act.

The British Board of Trade's investigation also criticized Lord, but with less severity, acknowledging the challenges of recognizing distress signals at sea. Despite these findings, supporters of Captain Lord argued that the lights seen from the Californian were from another ship, not the Titanic.

The Samson Myth

In an attempt to exonerate Captain Lord, some theorists proposed the presence of another vessel, the Norwegian sealer SS Samson. According to a journal purportedly kept by a crew member of the Samson, the ship was near the Titanic but avoided responding due to illegal sealing activities. However, evidence debunks this theory: the Samson was documented in Icelandic ports before and after the disaster, making it impossible for her to be near the Titanic on April 14.

Modern Perspectives

With advances in historical analysis and technology, modern researchers have revisited the Titanic's final hours. Tim Maltin, a Titanic historian, attributes the confusion to abnormal atmospheric conditions that night. These conditions, he argues, caused the lights of ships to appear closer than they were. This phenomenon explains why the Titanic and Californian misjudged each other's distance and movements.

Maltin's research, supported by testimonies and scientific analysis, suggests that the "mystery ship" seen from the Titanic was indeed the Californian. The illusion of the ship moving away was due to the Californian's slow drift and swinging to starboard, making it appear as if it were sailing off when it was, in fact, stationary.

Technological Insights

Recent technological advancements have furthered our understanding of the events. For instance, reanalysis of wireless communication logs and synchronization of ship clocks have provided clearer timelines. These studies reveal that the times recorded by the Titanic and Californian match precisely with the observations of lights disappearing and flares being fired, confirming the proximity of the Californian.

Moreover, Leslie Reade's extensive research, detailed in "The Ship That Stood Still," and Walter Lord's work, "The Night Lives On," have been instrumental in piecing together the puzzle. They emphasize that the Californian's failure to respond was a tragic error compounded by misinterpretations and human error rather than outright negligence.

Conclusion

The story of the mystery ship near the Titanic remains a captivating tale of maritime history. The interplay of human decisions, technological limitations, and atmospheric illusions created a perfect storm of confusion on that fateful night. While the SS Californian was undeniably the closest ship capable of rescuing the Titanic's passengers, the peculiar conditions led to a series of misjudgments that prevented timely aid.

This enduring mystery serves as a poignant reminder of the fragility of human perception and the profound impact of seemingly minor decisions. As we reflect on the Titanic's tragic end, we are reminded of the importance of vigilance, clarity, and prompt action in times of crisis. The tale of the mystery ship will continue to intrigue and teach future generations about the complexities of maritime history and human fallibility.

Richard Clements in his own words:

I am a dedicated writer with a passion for history and uncovering its mysteries. I specialize in creating engaging and well-researched content that brings historical events and intriguing mysteries to life. With a keen eye for detail and a love for storytelling, I have written on various historical topics, from ancient civilizations to modern history. My work aims to captivate readers and provide them with a deeper understanding of the past and the mysteries that intrigue us. He posts on X/Twitter here.

References

Ponic, Jason. “The SS Californian: The Ship That Watched Titanic Sink.” History101, 31 July 2023.

Lord, Walter. The Night Lives On: The Untold Stories and Secrets Behind the Sinking of the “Unsinkable” Ship – Titanic. Open Road Media, 2012.

Reade, Leslie. The Ship That Stood Still: The Californian and Her Mysterious Role in the Titanic Disaster. W.W. Norton & Company, 1993.

Maltin, Tim. “There was a ‘Mystery Ship’ Between the Titanic and the Californian.” timmaltin.com, 14 April 2019.

U.S. Senate Inquiry. “Titanic Disaster Hearings: The Official Transcripts of the 1912 Senate Investigation.” Greenlight Publishing, 1998.

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The December 1962 British Raid on Limbang was a confrontation between British forces and the Tentara Nasional Kalimantan Utara (TNKU). The TNKU were holding hostages and the British forces were sent to free them. This happened as part of the prelude to the 1960s Indonesia–Malaysia confrontation.

Terry Bailey explains.

A British soldier being winched onto a helicopter in Borneo in 1964, with another soldier kneeling in the front of the photo.

Prelude to the Raid

In the early 1960s, Southeast Asia was a cauldron of political turmoil. The Indonesian-Malaysian Confrontation, also known as Konfrontasi, saw Indonesia opposing the creation of Malaysia, which it perceived as a neo-colonial project. Amidst this geopolitical struggle, the North Kalimantan National Army (Tentara Nasional Kalimantan Utara, TNKU), a group of Indonesian-backed insurgents, sought to destabilize the region further. They aimed to establish an independent North Borneo, free from British influence and the proposed Malaysian Federation.

Sarawak, a British protectorate became a focal point of this conflict. In December 1962, the TNKU escalated their campaign by seizing the town of Limbang, a strategic and symbolic target. The insurgents took several hostages, including the British District Officer, his wife, and other expatriates. They fortified the town and threatened to execute the hostages if their demands were not met, sending shockwaves through the British colonial administration and necessitating an immediate response.

The Amphibious Assault

42 Commando, which was in Singapore at the time, were flown to Labuan and given the task of clearing Brunei Bay, 'L' Company was detached with the task of securing the town of Limbang and gaining the release of the European hostages, which included a district officer, from the town of Limbang, held by the numerical strong force of rebels.

42 Commando Royal Marines, a unit renowned for its versatility and combat prowess, were the perfect solution to the problem, therefore, L company of 42 Commando Royal Marines, led by the company commander Captain Jeremy Moore, were embarked on board HMS Albion, the commando amphibious assault ship anchored off the coast of Brunei. Moore, who would later rise to prominence as a key figure in the South Atlantic conflict, (Falklands War), was tasked with planning and executing the daring hostage rescue and securing the town of Limbang from the rebels.

Side note:- Captain Jeremy Moore, retired Major General Sir John Jeremy Moore, KCB, OBE, MC & Bar (Born 5th of July 1928 – Deceased the 15th of September 2007) was the British senior Royal Marine officer who served as the commander of the British land forces during the 1982 South Atlantic conflict, (Falklands War). Moore received the surrender of the Argentine forces on the islands.

The Limbang operation was fraught with challenges, the town was located deep inland along a river, requiring a complex amphibious operation. The TNKU insurgents were well-armed and entrenched, and the lives of the hostages hung precariously in the balance. Nevertheless, the Royal Marine Commandos were undeterred. With meticulous planning and the element of surprise on their side, they prepared for one of the most daring rescue missions in British military history.

The Raid Unfolds

On the night of the 12th of December, 1962 under the cover of darkness, two assault craft carrying the Royal Marine Commandos embarked on the perilous journey up the Limbang River. The initial phase of the raid was executed with precision; the Royal Marines disembarked near the town's police station, which the insurgents had turned into their headquarters.

However, the element of surprise was partially compromised when the TNKU insurgents spotted the approaching craft and opened fire. The Royal Marine Commandos responded swiftly and effectively. Under heavy fire, they stormed the police station and nearby buildings, engaging in intense close-quarters combat. The TNKU, although numerically superior, were no match for the well-trained and determined Commandos.

Lieutenant Peter S Waters' team advanced toward the hostages' location, facing fierce resistance. Waters himself was wounded, but he continued to lead his men with unwavering resolve. The Royal Marine Commandos fought their way through, neutralizing the insurgents and securing the hostages. The rescue was not without cost; 5 Royal Marine Commandos were killed, and several others were wounded. However, L' Company secured Limbang and the release of the hostages in less than 20 minutes.

Side note:- Lieutenant Peter Waters, was second in command 2 i/c of L, (Lima), Company, 42 Commando Royal Marines.

Immediate Outcome

The raid on Limbang was a resounding success. The hostages were rescued, and the TNKU insurgents were either killed or captured. The operation demonstrated the effectiveness, flexibility and professionalism of the Royal Marine Commando forces who had conducted a complex amphibious assault under extremely challenging conditions. The successful rescue bolstered British morale and reaffirmed their control over Sarawak during a volatile period.

In the immediate aftermath, the British authorities worked to stabilize the region. The surviving TNKU members were pursued, and their operations in Sarawak were significantly disrupted. The success of the raid also sent a strong message to other insurgent groups, showcasing the British resolve and capability to protect their interests and maintain order.

Long-term Aftermath

The raid on Limbang had far-reaching implications for both the region and the individuals involved. For Sarawak, the raid marked a turning point in the conflict. The TNKU's power and influence waned significantly following their defeat in Limbang and the region. British forces, bolstered by their success, continued to clamp down on insurgent activities, eventually restoring relative stability to the region.

For the Royal Marines, the raid became a celebrated chapter in their long and esteemed history. The bravery and professionalism displayed during the operation were widely recognized and honored. Captain Jeremy Moore, in particular, received commendations for his leadership, and he continued to have a distinguished military career, as indicated above, eventually commanding British land forces during the South Atlantic conflict, (Falklands War).

The raid also had a lasting impact on the local population of Limbang. The successful rescue operation fostered a sense of gratitude and loyalty towards the British, who were seen as protectors against the insurgent threat. This goodwill helped to strengthen the relationship between the British administration and the local communities, facilitating cooperation and development in the years that followed.

Conclusion

The 1962 Royal Marine Commando raid on Limbang remains a showcase of the courage, skill, flexibility and determination of the Royal Marine Commando forces during a turbulent period in Southeast Asia. The daring rescue mission not only saved the lives of the hostages but also delivered a decisive blow to the insurgents, helping to stabilize the region and reaffirm British control. The legacy of the operation endures, remembered as just one of the many defining moments in the history of the Royal Marines and a pivotal event in the broader context of the Indonesian-Malaysian Confrontation.

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Awards and commendationsBRIDGES, Ernest Robert

Lieutenant Colonel

42 Cdo. RM

Royal Marines

Officer of the Order of the British Empire (OBE)

Mentioned in Despatches

CAMERON, Angus Arthur

Corporal

RM 16834

3 Cdo. Bde. RM

Royal Marines

Mentioned in Despatches

Corporal Angus Cameron received a Mention in Despatches for gallant and distinguished service in operations in Brunei during the period 8-22 December 1962

LESTER, William John

Corporal

CH/X 5001

42 Cdo. RM

Royal Marines

Military Medal (MM)

Corporal William Lester was awarded the Military Medal for gallant and distinguished services in operations.

MOORE, John Jeremy

Major General

3 Cdo. Bde. RM

Royal Marines

Knight Commander of the Order of the Bath (KCB)

Officer of the Order of the British Empire (OBE)

Military Cross (MC)

Bar to the Military Cross

Major General John Jeremy Moore served as the commander of the British land forces during the Falklands War in 1982.

RAWLINSON, Robert Croft

Corporal

RM 17402

42 Cdo. RM

Royal Marines

Military Medal (MM)

Corporal Robert Rawlinson was awarded the Military Medal for gallant and distinguished services in operations. He commanded one of the two sections of the Commando that assaulted Limbang Police Station, Sarawak, on the 12th of December 1962 to release hostages being held there.

UNDERWOOD, Bryan Albert

Marine

RM 20505

3 Cdo. Bde. RM

Royal Marines

Mentioned in Despatches

Marine Bryan Underwood received a Mention in Despatches for gallant and distinguished service in operations in Brunei during the period 8-22 December

Killed in ActionFORMOY, Ronald David

Marine

RM 16883

42 Cdo. RM

Royal Marines

Killed in action or died of wounds

Marine Ronald Formoy, Lima Company, died during an action which resulted in the rescue of hostages taken and held at Limbang, Sarawak.

ENNINGS, Richard

Marine

RM 19233

42 Cdo. RM

Royal Marines

Killed in action or died of wounds

Marine Richard Jennings, Lima Company, died during an action which resulted in the rescue of hostages taken and held at Limbang, Sarawak.

KIERANS, Gerald

Marine

RM 16941

42 Cdo. RM

Royal Marines

Killed in action or died of wounds

Marine Gerald Kierans, Lima Company, from Widnes, died during an action which resulted in the rescue of hostages taken and held at Limbang, Sarawak.

MACFARLANE, Walter Grant

Sergeant

CH/X 4743

42 Cdo. RM

Royal Marines

Killed in action or died of wounds

Sergeant Walter Macfarlane, Lima Company, from Middlesborough, died during an action which resulted in the rescue of hostages taken and held at Limbang, Sarawak.

POWELL, Fred Stewart

Marine

RM 21017

42 Cdo. RM

Royal Marines

Killed in action or died of wounds

Marine Fred Powell, Lima Company, died during an action which resulted in the rescue of hostages taken and held at Limbang, Sarawak.

Notes:

Sarawak

Sarawak is a state in Malaysia. The largest among the 13 states, with an area almost equal to that of Peninsular Malaysia, Sarawak is located in the region of East Malaysia in northwest Borneo, and is bordered by the Malaysian state of Sabah to the northeast, Kalimantan (the Indonesian portion of Borneo) to the south, and Brunei in the north.

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In Defending Dixie’s Land: What Every American Should Know About The South And The Civil War, Jeb Smith argues that the winner writes the history. This is evident in many ways and categories. The North propped itself up and vilified its enemy, the South. Today, we will take a look at Abraham Lincoln and race.

This is part 1 in a series of extended articles form the author related to the US Civil War.

A U.S. Postage stamp issued in 1958. It commemorates the 1858 Lincoln and Douglas debates.

People are taught that Lincoln was a strong abolitionist, a champion of racial equality, and a great emancipator. They portray Lincoln as going to war to free the slaves; Lincoln advocated freedom and liberty for all; he is the savior of the Union and Constitution to boot. Lincoln was a kind, warmhearted, caring person, who never told a lie, and a great leader who united and led America to renown. This image comes perhaps from a desire for who they want him to be rather than who he was. Just as Southerners idolize their heroes, modern statists do the same with theirs, such as Lincoln. What most people think they know about Lincoln is well off the mark. We will look at his views on race below.[1]

"I will say then that I am not, nor ever have been in favor of bringing about in anyway the social and political equality of the white and black races -- that I am not nor ever have been in favor of making voters or jurors of negroes, nor of qualifying them to hold office, nor to intermarry with white people; and I will say in addition to this that there is a physical difference between the white and black races which I believe will forever forbid the two races living together on terms of social and political equality. And inasmuch as they cannot so live, while they do remain together there must be the position of superior and inferior, and I, as much as any other man, am in favor of having the superior position assigned to the white race."

-Abraham Lincoln, Lincoln-Douglas Debate Charleston, Illinois, September 18, 1858

I understood Lincoln as someone who desired equality for all. Instead, I found Lincoln was a white supremacist who viewed blacks as inferior beings. During a debate with Stephen A. Douglas on August 21, 1858 in Ottawa, Illinois, Lincoln stated, "Free them and make them politically and socially our equals? My own feelings will not admit of this…We cannot then make them equals." In response to the Dred Scott ruling, Lincoln said, "I agree with Judge Douglas he is not my equal in many respects certainly not in color, perhaps not in moral or intellectual endowment." At the eulogy of Henry Clay in 1852, Lincoln gave a speech in which he called the declaration of independence the "The white man's charter of freedom."

Fear

Lincoln often used the N-word, and was known for his racist jokes. Abolitionist John Hume described Lincoln as "strongly prejudiced against the black man." According to Bennett's calculations, Lincoln stated publicly, at least twenty-one times, that he was opposed to equal rights for Blacks. Bennett writes, "Lincoln never pretended to be a racial liberal or a social innovator. He repeatedly said, in public and in private, that he believed in white supremacy." Lincolns close friend and biographer Ward Lamon said Lincoln had an "abhorrence of negro suffrage and negro equality." According to Lincoln, God has "Made us separate." Lincoln feared whites and blacks interbreeding. A former slave turned influential abolitionist, Frederick Douglass, spoke of Lincoln as "The white man's president."

"Abraham Lincoln was not, in the fullest sense of the word, either our man or our model. In his interests, in his associations, in his habits of thought, and in his prejudices, he was a white man. He was preeminently the white man's President, entirely devoted to the welfare of white men. He was ready and willing at any time during the first years of his administration to deny, postpone, and sacrifice the rights of humanity in the colored people to promote the welfare of the white people of this country.…he still more strangely told us that we were to leave the land in which we were born; when he refused to employ our arms in defense of the Union; when, after accepting our services as colored soldiers… he told us he would save the Union if he could with slavery; when he revoked the Proclamation of Emancipation of General Fremont; when he refused to remove the popular commander of the Army of the Potomac, in the days of its inaction and defeat, who was more zealous in his efforts to protect slavery than to suppress rebellion; when we saw all this, and more, we were at times grieved, stunned, and greatly bewildered."

-Frederick Douglass Oration in memory of Abraham Lincoln April 14, 1876

"If Mr. Lincoln were really an Abolition President, which he is not; if he were a friend to the Abolition movement, instead of being, as he is, its most powerful enemy...Whoever lives through the next four years will see Mr. Lincoln and his Administration attacked more bitterly for their pro-slavery truckling, than for doing any anti-slavery work. He and his party will become the best protectors of slavery where it now is...Slavery will be as safe, and safer, in the Union under such a President, than it can be under any President of a Southern Confederacy. This is our impression, and we deeply regret the facts from which it is derived."

-Fredrick Douglass Douglass' Monthly, December 1860

According to Bennett, for over two decades in Illinois as a lawyer and politician, Lincoln never supported abolitionists, rights for blacks, or their progress in that direction. Lincoln never spoke out against the state laws that did not allow blacks to gather in large numbers, learn to read, or play percussion instruments. In 1848 Lincoln supported the Illinois state law of not allowing blacks to migrate to the state and not allowing blacks citizenship. In 1836 Lincoln voted in support of denying blacks the right to vote, and he also voted for an Illinois state law that taxed blacks without representation. In 1858 Lincoln refused to sign a bill that would allow them to testify against whites in court. In Charleston, Lincoln declared, "I tell him very frankly that I am not in favor of negro citizenship." and "I will to the very last stand by the law of this state, which forbids the marrying of white people with Negroes"

As a lawyer, Lincoln helped defend the fugitive slave law, publicly supported the fugitive slave law, and spoke out against its repeal. Nathaniel Stephens said Lincoln had a "wholehearted, one might say, serene, support of the fugitive slave law." Ward Lamon said Lincoln was the "steady though quiet opponent of abolitionist Owen Lovejoy." Donald Riddle said: "He did not make any attempt to advocate or support anti-slavery or abolitionist messages." In 1858 Lincoln declared, "I have said a hundred times, and I have now no inclination to take it back, that I believe there is no right, and ought to be no inclination in the people of the free States to enter into the slave States, and interfere with the question of slavery at all."

When asked what he thought of having abolitionists in his party, Lincoln said: "As long as I'm not tarred with the Abolitionist brush." Bennett quotes multiple sources, such as Lincoln's close friend General James Wadsworth saying the welfare of Blacks "didn't enter into his policy at all." Donn Piatt said Lincoln "Laughed at the abolitionist as a disturbing element easily controlled." Eli Thayer said Lincoln spoke of abolitionism "In terms of contempt and derision." Abolitionist Sumner said Lincoln "does not know how to help or is not moved to help" and "I do not remember that I have had any help from him... he has no instinct or inspiration." Abolitionist John Hume stated, "The president was in constant opposition" to abolitionism. The abolitionist Journal The Liberator editorial on July 13, 1860, called Lincoln "The slave hound of Illinois" for his support of the fugitive slave law. Lincoln scholar David Donald in Lincoln Reconsidered states plainly, "Abraham Lincoln was not an abolitionist."

Bennett argues Lincoln has received the glory that the white and black abolitionists, citizens, newspaper editors, churches, members of Congress, and pastors had worked decades for. The most prominent abolitionists in the political sphere were men like Senator Sumner, Senator Lyman Trumbull, Salmon Chase, Wendell Phillips, etc. They deserve the glory that Lincoln was falsely given. Congress were the ones that abolished slavery in the territories and authorized black troops. And the people of the states, both North and South, passed the amendment to outlaw slavery after Lincoln's death.

Forever Free From African Americans

"I wish to make and to keep the distinction between the existing institution, and the extension of it, so broad, and so clear, that no honest man can misunderstand me, and no dishonest one, successfully misrepresent me."

-Abraham Lincoln Peoria, Illinois: October 16, 1854

Lincoln never intended to end slavery where it already existed, only the extension out into the West. In December 1860, Fredrick Douglass said, "With the single exception of the question of slavery extension, Mr. Lincoln proposes no measure which can bring him into antagonistic collision with the traffickers in human flesh, either in the States or in the District of Columbia." Lincoln did not want the West to become "An asylum for slaves and n**." On October 16, 1854, Lincoln stated, "The whole nation is interested that the best use shall be made of these [new western] territories. We want them for the homes of free white people."

The West was to be kept for whites to be segregated from blacks' presence, live off Republican federal land grants, and become industrial. Southern agrarians were to be fenced into the South; otherwise, they would bring their despised black slaves along. Robert Fogel summarizes the abolitionist stance by quoting William Seward and Owen Lovejoy, among others, as "They were quite sincere when they assured voters that as "True republicans" they "Cared nothing for the N*" and that the republican party aimed to make white labor respectable and honorable by keeping negroes, free and slave, out of the West." In Lincoln Unmasked, Professor Thomas DiLorenzo quotes Ralph Waldo Emerson saying, "It is the black man whom the abolitionist wishes to abolish, not slavery."

Western expansion

Ward Lamon said that originally Lincoln was not against slavery in all the western territories, only those north of the 36°30′ degrees line. However, abolitionists threatened to pull support for his election unless he stood against all western expansion. Lamon also tells us that Lincoln would rather see slavery expanded than "See the union dissolved." Lamon said of Lincoln, "It was therefore as a white man, and in the interest of white men, that he threw himself into the struggle to keep blacks out of the Territories. He did not want them there either as slaves or freemen…" Bennett quotes Lincoln warning whites that if slavery was allowed in the territories, "Negro equality will be abundant, as every white laborer will have occasion to regret when he is elbowed from his plow or his anvil by slave n**." According to DiLorenzo, Indiana (which voted for Lincoln) despised blacks so much that they gave out a $500 fine to anyone who encouraged blacks to come within their state. And ten years of prison for marrying a black. Illinois senator Lyman Trumbull, quoted by DiLorenzo, said, "Our people want nothing to do with the negro." It seems Republicans believed in a form of secession based on race rather than states.

"We, the Republican Party, are the white man's party. We are for the free white man, and for making white labor acceptable and honorable, which it can never be when Negro slave labor is brought into competition with it."

-Lyman Trumbull Illinois Republican, United States Senator Quoted in The Imperiled Union: Essays on the Background of the Civil War by Kenneth M. Stampp Oxford U Press 1981

Republicans did not care for equality with blacks, and they wanted separation from them. The Northern whites worked hardest to be segregated from the presence of blacks, while southerners worked with, ate with, lived with, played with, and went to church with blacks.

"Many of those attaching themselves to the Republican party...were not in sympathy with Abolitionism. They were utterly opposed to immediate emancipation, or for that matter, to emancipation of any kind. They wanted slavery to remain where it was, and were perfectly willing that is should be undisturbed. They disliked the blacks, and did not want to have them freed, fearing that if set at liberty they would overrun what was then free soil."

-John F Hume The Abolitionists 1830-1864 G.P Putnam's Sons NY London Knickerbocker Press 1905

The fight over the extension of slavery was political. Northern industrialists needed the West free of blacks and agricultural interests. Dr. Charles Pace wrote in Lincoln As He Really Was, "Lincoln was an abolitionist when it suited him." And "Abolitionist activity was rising fast, fueled by northern capitalist and political interests needing an issue to neutralize the agrarian south." Lincoln and northern whites would fight against its extension into the West when it was politically helpful. Secretary of State William Seward said: "The motive of those who protested against the extension of slavery had always really been a concern for the welfare of the white man, and not an unnatural sympathy for the negro." They had less concern with slaves in the South; as John Hume wrote of Lincoln, "He was opposed to slavery more because it was a public nuisance than because of its injustice to the oppressed black man."

"To protect, defend, and perpetuate slavery in the states where it existed Abraham Lincoln was not less ready than any other President to draw the sword of the nation. He was ready to execute all the supposed guarantees of the United States Constitution in favor of the slave system anywhere inside the slave states. He was willing to pursue, recapture, and send back the fugitive slave to his master, and to suppress a slave rising for liberty, though his guilty master were already in arms against the Government. The race to which we belong were not the special objects of his consideration."

-Frederick Douglass Oration in Memory of Abraham Lincoln April 14, 1876

Before military defeats and public opinion began to change, abolitionists were condemned by the President. When Union general John Fremont emancipated slaves in federal occupied Missouri, Lincoln recalled the orders and relieved Fremont of his command. When Union general David Hunter issued general order number 11, declaring all slaves in SC/GA/FL to be "Forever free," Lincoln revoked the proclamation. Hunter was then pressured into disbanding the regiment made up of freed slaves he had begun to form. Late in 1862, Lincoln supported slavery continuing in Union-held territory in V.A and L.A and encouraging the slave owners to peacefully come back into the Union. Mark Neely JR wrote that in 1861, "He more than once actually forced others who were trying to free slaves to cease doing so." Not surprising when Lincolns' wife, Mary, was from a slave-owning family in Kentucky. In August 1862, Adam Gurowski summer up Lincoln's actions writing in his diary, "The president is indefatigable in his efforts to save slavery."

Even after the war, Lincoln, the North, and the Republicans maintained slavery in states like Delaware and Kentucky. Lincoln had no problem calling on men from the slave states of the Upper South to suppress the rebellion in the Cotton States.

"The Republican party does not propose to abolish slavery anywhere and is decidedly opposed to Abolition agitation. It is not even, by the confession of its President-elect, in favor of the repeal of that thrice-accursed and flagrantly unconstitutional Fugitive Slave Bill of 1850."

-Frederick Douglass Douglass' Monthly, December 1860

In his book Battle Hymns; the Power and Popularity of Music in the Civil War, Christian McWhirter quotes Federal general Phillip Kearny who said, "I think as much of a rebel as I do of an abolitionist." Today we have presented to us the idea of Northern tolerance and southern bigotry, but the reality was something else entirely.

Abraham Lincoln the Great Emancipator?

"If Mr. Lincoln had been told, when he entered on the Presidency, that before his term of office would expire he would be hailed as "The Great Emancipator," he would have treated the statement as equal to one of his own best jokes."

-John Hume The Abolitionists 1830-1864 G.P Putnam's Sons NY London Knickerbocker Press 1905

"Never did a man achieve more fame for what he did not do and for what he never intended to do," writes Bennett. Today we are brought up to believe the Emancipation Proclamation (E.P.) was part of the desired agenda to end slavery by Abraham Lincoln. Or worse, we are told with this presidential Proclamation; that all slaves were made forever free. Thus Lincoln was the great emancipator who ended slavery. But that story is far from the truth.

The E.P. did not apply to slavery within the United States, and it did not free a single slave. According to Hume, Missouri abolitionists wanted the Proclamation applied to their state, and Lincoln refused the request. Instead, the E.P. applied only to Confederate-controlled areas and not to the Northern slave states still in the Union. A Confederate state only had to rejoin the Union, and slavery would be protected. Hume writes, "It was not ...intended to help the slave but to chastise the master. It was to be in punishment of treason…The proclamation, it will be recollected, was issued in two parts separated by one hundred days. The first part gave the Rebels warning that the second would follow if, in the meanwhile, they did not give up their rebellion. All they had to do to save slavery was cease their treasonable practices." William Seward said of Lincoln's proclamation, "Where he could, he didn't. Where he did, he couldn't." The London Spectator, on October 11, 1862, read, "The Union government liberates the enemy's slaves as it would the enemy's cattle, simply to weaken them in the conflict. The principle is not that a human being cannot justly own another, but that he cannot own him unless he is loyal to the United States."

The Proclamation would end with the war, and any slave freed by it would become subject to local state laws. The document did not apply to the legality of slavery. Lincoln wrote, it was "Merely a war measure" and "Have effect only from its being an exercise of war power." Lincoln stated, "It would have no effect upon the children of the slaves born hereafter."

The Proclamation was given at the end of 1862 after the North suffered multiple setbacks. Some viewed it as an act of desperation. Lincoln gave the Proclamation as a war measure, "As a fit and necessary war measure for suppressing said rebellion." The war lasted longer than anticipated, and abolitionists put pressure on Lincoln; states threatened to withhold men and their support unless Lincoln helped the Northern war effort by going after slavery to weaken the South. Lincoln and his cabinet were concerned that a rebellion would start in the North if they did not begin emancipation and certainly did not want to lose some of their most ardent supporters.

Others said its purpose was to encourage slave revolts in the South. To encourage slaves to arise and kill women, children, and masters in a revolution while the men fought at the front. The Harrisonburg Patriot and Union newspaper called it a "Cold-blooded invitation to insurrection and butchery." Of course, many slaves, innocent women, and children would be killed if an uprising happened, but it was endorsed so long as it helped bring traitors under the master's authority in D.C.

The Emancipation Proclamation

The E.P. was not Lincoln’s desire, but he was "forced into glory," as Bennett would say. Bennet quotes Lincoln, "I am driven to it." And he said he had great "reluctance" about beginning emancipation. Abolitionists set up a meeting for September 24 with a plan to withhold support for the war and to call on Lincoln to resign. Knowing this meeting and the growing feeling amongst various state governors and the people, Lincoln issued the preliminary Proclamation just two days before the meeting. Lincoln said on July 12, "The pressure in this direction [immediate emancipation] is still upon me and is increasing." Lincoln said, "For a length of time, it had been hoped that the rebellion could be suppressed without resorting to it as a military measure." Lincoln scholar David Donald in Lincoln Reconsidered quotes Lincoln writing an admirer, saying, "I claim not to have controlled events, but confess that events have controlled me." In his diary, Adam Gurowski wrote, "The patriots of both houses... the American people whipped Mr. Lincoln into the glory of having issued the emancipation proclamation." Bennett described the E.P in complete contradiction to how many school children understand it when he wrote, “The high point of a brilliant campaign in favor of slavery not freedom, and was designed not to emancipate all slaves immediately but to protect the emancipation of all slaves."

As Bennett shows in his book, the E.P. was a conservative pushback against the radicals. On July 17, 1862, congress passed the second confiscation act. This act declared all rebel slaves in the confederacy "Forever free." On September 22, 1862, Lincoln signed the preliminary emancipation nullifying the emancipation act of congress, re-enslaving slaves. The emancipation proclamation did not free slaves in the United States, and it did not free any slave that the confiscation act would not have. It was a reaction to the radical abolitionists in congress. As Bennett writes, "The proclamation had as its purpose and effect the checking of the radical [abolitionist] program."

Both DiLorenzo's Lincoln Unmasked and Bennett correct multiple false quotes attributed to Lincoln or those taken out of context to claim he was an abolitionist or desired equality among the races. I would recommend both authors to those interested. I will let Lincoln's close friend and admirer Ward Lamon sum up Lincoln's opinions on the emancipation proclamation.

"He did so with avowed reluctance...he never at any time favored the admission of negroes into the body of electors...he claimed that those who were incidentally liberated by the federal arms were poor-spirited, lazy and slothful...he longed to see them transported to Hayti, central America, Africa, or anywhere so that they might in no event, and in no way, participate in the government of his country...he was no Abolitionist in the popular sense."

-Ward Lamon The Life Of Abraham Lincoln From His Birth To His Inauguration As President James R. Osgood And Company, 1872

The Corwin Amendment

As Professor DiLorenzo points out, the previously proposed 13th amendment was called the Corwin Amendment; and it was something Lincoln supported. The amendment would forever allow slavery in the United States and make it unconstitutional to abolish it. It reads:

No amendment shall be made to the Constitution which will authorize or give to Congress the power to abolish or interfere, within any State, with the domestic institutions thereof, including that of persons held to labor or service by the laws of said State.

In Lincoln's first inaugural address, he supported the amendment saying, "holding such a provision to now be implied constitutional law, I have no objection to its being made express and irrevocable." According to DiLorenzo, Lincoln then sent a letter to the governors of the states transmitting the approved amendment. He told New York Senator William Seward to advocate for it in the Senate. He also instructed Seward to pass a federal law that would repeal the personal liberty laws in some Northern states used to nullify the federal Fugitive Slave Act. DiLorenzo sees Lincoln's inaugural address as the most pro-slavery speech given by a president.

"Lincoln's first inaugural address...is probably the most powerful defense of slavery ever made by an American politician. In the speech Lincoln denies having any intention to interfere with Southern slavery; supports the federal Fugitive Slave Clause of the Constitution, which compelled citizens of non-slave states to capture runaway slaves; and also supported a constitutional amendment known as the Corwin Amendment that would have prohibited the federal government from ever interfering in Southern slavery."

-Thomas DiLorenzo The Lincoln Myth: Ideological Cornerstone of the America Empire LewRockwell.com

Lincoln the Ultimate Segregationist

"Horrified at the thought of the mixing blood by the white and black races: agreed for once---a thousand times agreed... A separation of the races is the only perfect preventive of amalgamation...Such separation, if ever effected at all, must be effected by colonization; ... Let us be brought to believe it is morally right, and, at the same time, favorable to, or, at least, not against, our interest, to transfer the African to his native clime, and we shall find a way to do it, however great the task may be."

-Abraham Lincoln Collected Works of Abraham Lincoln. Volume 2 Speech at Springfield, Illinois June 26, 1857

Lincoln never wanted slaves freed and made equal. Instead, he wanted to make America white from "Sea to shining sea," as Bennett stated. He promoted the removal of slaves from America back to Africa. In his July 17th 1858 speech in Springfield, Illinois, Lincoln stated, "What I would most desire would be the separation of the white and black races." The same year at Ottawa, he declared, "If all earthly power were given me...my first impulse would be to free all the slaves and send them to Liberia."

It is true that Lincoln disliked slavery, but not as much as white and blacks living together. So Lincoln spent many thousands of tax dollars on his colonization plan to send the future freed slaves back to Africa. He either wanted them deported or in their all-black state. While in the White House, he held a meeting with free blacks; he asked them to lead by example for future freed slaves.

"You and we are different races. We have between us a broader difference than exists between almost any other two races. Whether it is right or wrong I need not discuss, but this physical difference is a great disadvantage to us both, as I think your race suffer very greatly, many of them by living among us, while ours suffer from your presence. In a word we suffer on each side….It is better for us both, therefore, to be separated…You may believe you can live in Washington or elsewhere in the United States the remainder of your life [as easily], perhaps more so than you can in any foreign country… an extremely selfish view of the case. There is an unwillingness on the part of our people, harsh as it may be, for you free colored people to remain with us."

-Abraham Lincoln Address on Colonization to a Deputation of Negroes August 14, 1862, Collected Works of Abraham Lincoln. Volume 5.Lincoln, Abraham, 1809-1865

Conclusion

According to our "greatest" president, for the good of humanity, free blacks should lead by example and go live in a foreign country. As a member of the Illinois legislature, Lincoln urged the legislature "To appropriate money for colonization in order to remove Negroes from the state and prevent miscegenation." In 1853 Lincoln gave a speech to the Springfield colonization society; his colonization plan would "Free slave holders from the troublesome presence of free Negroes." When pushing for his colonization plan, he said, "Where there is a will, there is a way."

He promoted three aspects of his agenda. Gradual emancipation, compensation to slave owners, and colonization in Africa or Central America. His friend Henry Whitney said there was nothing besides preserving the Union that Lincoln felt more important. Ward Lamon said Lincoln "Zealously and persistently devised plans for the deportation of the negro." In the diary of Gideon Welles, we read, "Following the preliminary Proclamation, and as part of the plan…was the deportation and colonization of the colored race."

In Lincoln’s first state of the Union address, he suggested free blacks be included in his colonization plan when he said: "It might be well to consider, too, whether the free colored people already in the United States could not, so far as individuals may desire, be included in such colonization." Lincoln called for three constitutional amendments for gradual emancipation, compensation, and colonization in his second inaugural address. He stated, "I cannot make it better known than it already is that I strongly favor colonization." On December 31, 1862, Lincoln signed a contract to send 500 American-born Negroes to an island off the coast of Haiti; many died, and the survivors were brought back to America. Until his death, Lincoln negotiated with European nations to deport blacks to Africa.

"Mr. Lincoln is quite a genuine Representative of American prejudiced and negro hatred and far more concerned for the preservation of slavery...showing all his inconsistencies, his pride of race and blood, his contempt for Negroes and his canting hypocrisy…Mr. Lincoln takes care in urging his colonization scheme to furnish a weapon to all the ignorant and base."

-Frederick Douglass The Life and Writings of Fredrick Douglass International Publishers Co 1950

In short, Lincoln was the ultimate segregationist. He didn't just want blacks removed from schools, restaurants, and work areas; he wanted them removed from the country.

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com

[1] This article was taken with permission from a section of Defending Dixie’s Land: What Every American Should Know About The South And The Civil War.

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Over the course of the 19th century a significant environmental cataclysm befell the United States’ Great Plains. The bison which roamed the plains for millennia went from a population ranging between 30-50 million in the early 1800s to less than 1,000 at the turn of the century. Multiple historiographical traditions exist in attempting to discern what occurred and what ultimately spelled the death knell for the great buffalo herds, however, the importance of consulting primary sources can still elucidate greater understanding in comprehending the complexity of the rapid downfall of the bison.

Roy Williams explains.

*Indians hunting the bison* by Karl Bodmer.

For the last century, images of bison carcasses and skeletons piled high have haunted the memories of American conservationists. Artistic renderings such as American Progress by John Gast which shows the steady retreat of the bison and the Native Americans who depended upon it at the march of civilization as a hallmark of the ideology of manifest destiny. Artistic renderings also show the wanton mass killing of bison from settlers shooting the animals from trains for cheap thrills. What then caused this massive collapse of the bison populations? The answer, like most of is buried within a labyrinth of complex interactions.

Popular mythology has created a narrative built upon the legacy of the Indian Wars and the genocidal heritage of United States policy towards Native Americans in arguing that the Reconstruction era United States government willfully and intentionally sought to destroy the bison as a form of ecocide and biological warfare against Great Plains Native Americans tribes in attempting to cut off their primary form of subsistence and force them into state sponsored subservience in reservations. While Native Americans of the Great Plains had always depended on the bison as a supplemental source of food, before the introduction of European horses and diseases, they primarily depended upon agriculture. The addition of European diseases such as smallpox forced Great Plains Native Americans to adapt and reconfigure their way of life to nomadic sole dependence upon the bison for subsistence, trade, and political autonomy. This change put additional stress on an animal population which already had to contend with the dynamic and volatile nature of the Great Plains environment. Each year natural factors such as wolf predation, disease, and drought significantly reduced bison numbers. The introduction of European horses also dramatically increased hunting efficiency leading to greater harvests and additional pressure on herd populations. These numbers could rebound with steady levels of human predation but could not endure multiple upheavals which would ultimately lead to their near extinction.

Phillip Sheridan

One of the most frequently cited primary source examples of United States government complicity in destroying the bison is the 1875 speech of Phillip Sheridan before the Texas legislature. Supposedly, the Texas legislature was considering conservation measures and protections for bison to reduce the number of market hunters who were driving the southern herd to near extinction. Phillip Sheridan is cited as appearing before the legislature to oppose these protections arguing that,

“These men [buffalo hunters] have done more in the last two years, and will do in the next year, more to settle the vexed Indian question than the entire regular Army has done in the last thirty years. They are destroying the Indians' commissary; it is well known that an army losing its base of supplies is placed at a great disadvantage. For the sake of lasting peace, let them kill, skin, and sell until the buffaloes are exterminated. Then your prairies can be covered with speckled cattle and festive cowboy, who follows the hunter as a second forerunner of an advanced civilization.”

The only problem with this primary source rests in the reality that Phillip Sheridan never appeared before the Texas Legislature in 1875 because there never was any consideration by the Texas legislature to protect the southern bison herd. No archival data supports this primary source as being legitimate, the only appearance of this source rests in the memoirs of a hide hunter named John Cooke, with The Border and the Buffalo multiple years after the supposed encounter. More troubling however, is the reality of another primary source which flies directly in the face of historiographical traditions claiming a conspiratorial link between United States government’s policy against the bison.

Legislation

The legislation of HR. 921 stands as one of the most important primary sources in reconsidering the collapse of the bison populations. If the United States government intentionally committed a conspiracy of destroying the bison to force Great Plains into subservience on the reservation system, why did both the House of Representatives and Senate of the United States of America in 1874 introduce a bill to regulate the hunting of bison only to Native Americans? Congressman Fort of Illinois introduced the bill with the goal of stopping the early extermination of the bison, recognizing that bison were “killed every year in utter wantonness without any object whatever except to destroy them.” The fact that H.R. 921 passed in the House with a tally of 132 ayes and the nays remaining uncounted, shows that there was ample interest in protecting the bison from the onslaught of illegal hide hunters. H.R. 921 was designed to protect bison and give favorable hunting rights to Native Americans, stating, “That it shall hereafter be unlawful for any person who is not an Indian to kill, wound, or in any manner destroy any female buffalo, of any age.”

H.R. 921 ultimately failed to pass, dying at President Grant’s desk due to a pocket veto, however the significance of its passage in both the house of Representatives and Senate cannot be understated. The most likely culprit of the collapse of the bison of the Great Plains rests in the ascendancy of market hunting. For a time, it was profitable to hunt bison on a vast industrial scale. These hunts prioritized female bison for their tongues and robes providing the best meat and the best quality leather for production. The industrial revolution occurring in the east fueled the need for more leather products putting unsustainable strain on the bison populations. For a time, bison boomtowns popped up overnight in the northwest territories trading goods at extortionate rates to Native Americans who had honed and perfected their hunting techniques and could trade bison materials for these goods. This interaction in addition to the larger share of market hunting by white hide hunters ultimately spelled doom for the bison populations. The reason for this conclusion is not revolutionary in nature, the bison followed the same trends as any other animal in the United States that experienced the pressures of market hunting. The beaver of the northeast and northwestern United States was reduced to virtual extinction from market hunting. The whitetail deer and alligator of the southeast were also led to near extinction from the combined forces of deforestation and market hunting which prioritized meat and leather over the preservation of animal species. The collapse of the bison provides a cautionary tale of the dangers that unregulated capitalism can inflict upon the natural environment. Without the presence of clear and strict conservation measures, environmental cataclysm can and will occur again. Rather than being a story of intentional and willful political malevolence, the tale of the bison represents the dangers that unregulated capitalism can inflict upon nature.

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References

Dodge, Richard Irving. The Hunting Grounds of the Great West. 1877. The Newberry Library. Accessed July 2, 2024. https://www.americanwest.amdigital.co.uk/Documents/Detail/the-hunting-grounds-of-the-great-west.-a-description-of-the-plains-game-and-indians-of-the-great-north-american-desert/4455563?item=4455597.

Flores, Dan. The Natural West. University of Oklahoma Press, 2003.

Gast, John. American Progress. Oil on canvas. Brooklyn, New York: Autry Museum of the American West, 1872.

Geist, Valerius. Buffalo Nation. Stillwater, MN: Voyageur Press, 1996.

Isenberg, Andrew C. The Destruction of the Bison: An Environmental History, 1750-1920. Cambridge: Cambridge University Press, 2020.

Kindy, Dave. “How Buffalo Bill and a Civil War General saved Yellowstone National Park.” The Washington Post, March, 6, 2022.

Krech, Shepard. The Ecological Indian: Myth and History. New York, New York: W.W. Norton, 2001.

Library of Congress. The Far West-Shooting Buffalo on the Line of the Kansas-Pacific Railroad. 1871. Library of Congress Prints and Photographs Division Washington D.C. Accessed July 2, 2024. https://www.loc.gov/resource/cph.3c33890/?st=image.

Meriwether, Lewis, and William Clark, Jonathan Carver, and Alexander Mackenzie. The Travels of Capts. Lewis & Clarke. Philadelphia: Hubbard Lester, 1809.

Protection of Buffalo. HR 921. 43rd Cong., 1st Sess., Congressional Record, Pt.3: 2104-2109.

Ramsay, Crooks. Annual Report of the Commissioner of Indian Affairs. 1849, 31sr Cong., 1st sess. (Serial 550), 1022.

Sandoz, Mari. The Buffalo Hunters. Lincoln: Univ. of Nebraska, 1978.

Wade, Mason. The Journals of Francis Parkman. vol 2 New York: Harper, 1947.

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In the remote waters of the South Atlantic, the Battle of the Falkland Islands 1914 stands as a pivotal naval confrontation during the early stages of the First World War. The engagement, fought on December 8, 1914, between the Royal Navy and the German Imperial Navy, was marked by strategic maneuvers, notable naval commanders, and a decisive outcome that had lasting repercussions in that region.

Terry Bailey explains.

*Battle of the Falkland Islands, 1914*. By William Lionel Wyllie.

Prelude to Battle

The roots of the Battle of the Falkland Islands can be traced to the earlier defeat of the British squadron under Rear-Admiral Sir Christopher Cradock at the Battle of Coronel on the 1st of November, 1914. The German East Asia Squadron, commanded by Vice-Admiral Graf Maximilian Von Spee, had inflicted a severe blow to British naval prestige by sinking the two lesser armed British cruisers, HMS Good Hope and HMS Monmouth, with all hands lost. This victory granted the Germans temporary control over the South Pacific and South Atlantic regions, threatening Allied merchant shipping routes and colonial interests.

In response, the British Admiralty, under the First Sea Lord Winston Churchill, resolved to avenge this defeat and reassert naval dominance. Reinforcements were dispatched under the command of Vice-Admiral Sir Frederick Sturdee, a seasoned officer known for his strategic acumen. His task was clear: hunt down and destroy Von Spee's squadron.

The Combatants

On the German side, Vice-Admiral Maximilian Von Spee commanded a formidable force comprising the armored cruisers SMS Scharnhorst and SMS Gneisenau, supported by the light cruisers SMS Nürnberg, SMS Dresden, and SMS Leipzig. Von Spee, an experienced and respected commander, had led his squadron on a daring voyage from the Pacific across the Indian Ocean, evading Allied patrols and posing a persistent threat to British maritime interests.

The British forces, under Admiral of the Fleet Sir Frederick Charles Doveton Sturdee, 1st Baronet GCB, KCMG, CVO, (Vice-Admiral at the time of the battle), included the battlecruisers HMS Invincible and HMS Inflexible, alongside the cruisers HMS Carnarvon, HMS Cornwall, HMS Kent, HMS Glasgow, and the auxiliary cruiser HMS Macedonia. Sturdee's battlecruisers, heavily armed and faster than their German counterparts, were crucial to the British strategy of leveraging superior firepower and speed.

The Battle Unfolds

On the morning of the 8th of December, 1914, Von Spee's squadron approached the Falkland Islands, aiming to raid the British coaling station at Port Stanley. Unbeknownst to Von Spee, Sturdee's powerful battlecruisers had arrived the previous day and were concealed within the harbor. As the Germans neared, they were spotted by British lookouts, prompting Sturdee to order an immediate sortie.

Von Spee, realizing the presence of superior British forces, attempted to withdraw. However, the battlecruisers Invincible and Inflexible, supported by the faster light cruisers, pursued the retreating German ships. The ensuing engagement was characterized by the overwhelming firepower and superior speed of the British battlecruisers.

The Scharnhorst, Von Spee's flagship, bore the brunt of the initial assault. Despite valiant resistance, it was overwhelmed by the combined fire of the British ships and eventually sank, taking Von Spee and much of his crew with it. The Gneisenau continued to fight fiercely but met a similar fate, succumbing to relentless British bombardment. The remaining German light cruisers attempted to flee but were relentlessly pursued. The Nürnberg and Leipzig were caught and destroyed by British cruisers, while the Dresden managed to evade capture for a few more months before being scuttled by her crew off the coast of Chile.

Commanders in the Spotlight

Vice-Admiral Sir Frederick Sturdee's leadership was instrumental in the British victory. His strategic decision to quickly sortie his ships from Port Stanley and his effective coordination of the British squadron showcased his naval prowess. Sturdee's emphasis on using the battlecruisers' superior speed and firepower played a decisive role in overwhelming the German squadron.

Vice-Admiral Maximilian Von Spee, despite his eventual defeat, was widely respected for his daring and strategic insight. His audacious operations across the Pacific and his success at Coronel demonstrated his capability as a naval commander. The 1914 Battle of the Falkland Islands, however, proved that even the most skillful commanders could be outmatched by superior resources and firepower.

Immediate Outcome and Tactical Aftermath

The Battle of the Falkland Islands in 1914 was a resounding victory for the Royal Navy. The destruction of the German East Asia Squadron eliminated a significant threat to Allied maritime operations and restored British naval supremacy in the South Atlantic. The victory was celebrated in Britain and provided a much-needed boost to British morale after the earlier defeat at Coronel.

The battle also underscored the importance of naval intelligence and the element of surprise. Sturdee's ability to position his battlecruisers at the Falklands without Von Spee's knowledge was crucial to the British success. Additionally, the engagement highlighted the effectiveness of battlecruisers in hunting down and destroying slower, less heavily armed ships.

Long-Term Repercussions

The long-term aftermath of the Battle of the Falkland Islands had significant implications for the naval war and the broader strategic context of the First World War in general. Firstly, the destruction of Von Spee's squadron marked the end of Germany's naval presence outside European waters, ensuring Allied control of global sea lanes. This allowed the Allies to secure vital supply routes and maintain the economic blockade against Germany, which would gradually erode German war capabilities.

Secondly, the battle reinforced the strategic doctrine of using battlecruisers for their speed and firepower. The success of Sturdee's battlecruisers in swiftly closing the distance and delivering devastating firepower influenced future naval tactics and ship design, emphasizing the need for fast, heavily armed vessels capable of operating independently or in conjunction with a larger fleet.

Lastly, the battle had a profound impact on German naval strategy. The loss of the East Asia Squadron forced the German Navy to concentrate its efforts in European waters, focusing on submarine warfare and attempts to break the British blockade or lure the British Home Fleet into an ambush where submarines would be waiting. The shift to unrestricted submarine warfare would eventually draw the United States of America into the conflict.

Conclusion

The 1914 Battle of the Falkland Islands illustrates the strategic significance of naval power in the First World War. The confrontation between the Royal Navy and the German Imperial Navy off the remote Falkland Islands demonstrated the importance of intelligence, speed, and firepower in naval engagements. The victory restored British naval supremacy in the South Atlantic, secured crucial maritime routes, and influenced naval tactics and strategy for the remainder of the war. Reflecting on this naval battle serves as a reminder of the critical role naval operations played in shaping the outcomes of global conflicts and the enduring legacy of those who commanded and fought in these engagements.

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The Kindertransport was the rescue of Jewish children from Nazi-controlled territory from 1938 to 1939. Here, author Mike Levy looks at some of the unsung heroes of this movement.

Mike’s book, Get the Children Out! : Unsung Heroes of the Kindertransport, is available here: Amazon US | Amazon UK

Jewish children arriving in London in February 1939. Source: Bundesarchiv, Bild 183-S69279 / CC-BY-SA 3.0, available here.

When the word ‘Kindertransport’ is heard, one name often comes to the fore: Sir Nicholas Winton. Made famous by British TV’s ‘That’s Life’ programme in the late 1980s and the recent film ‘One Life’ starring Anthony Hopkins. Winton’s name has become synonymous with the rescue of unaccompanied Jewish children from Nazi-controlled Europe in the late 1930s. But Winton did not, could not have, acted alone. The rescue of nearly 10,000 young Jews from Germany, Austria and Czechoslovakia involved hundreds if not thousands of people. I once asked Sir Nicholas, when he was 103 years of age, why his name is so well known and the others forgotten. Ever humble and self-deprecating, he replied, ‘That’s easy to explain, I’ve outlived the others’.

So let’s go back a bit here and look again at the history. On December 2, 1938, just 86 years ago, a group of 200 young people descended a ship’s gangplank in the Essex port of Harwich. They came from Germany without their parents, siblings, family, friends; they came alone. These 200 were the vanguard of one of the largest acts of rescue in the Holocaust era. They were Jewish children from orphanages and homes that had been torched, battered or smashed by Nazi thugs on the night of November 9/10, 1938 – so called ‘Kristallnacht’, the Night of Broken Glass, now more accurately dubbed ‘November Pogroms’. The children had witnessed SS and Hitler Youth beating up their parents, wrecking their homes and businesses, arresting men and carting them off to be brutalised in concentration camps. It was after this terrible night that parents in Germany decided to send their children to safety. The British government had decided to waive visas for fleeing children under the age of 17.

Arrival

The children had no one in Britain to look after them; homes and support had to be found for them. Their arrival was entirely in the hands of volunteers – the British government took no part in their rescue from persecution. Enter an army of British helpers among whom, very prominently, were the Rotarians.

The children who arrived on that sunny December day had come on a train that left Germany the day before, travelled across the border into the Netherlands, on to the Hook of Holland and the night ferry to Harwich. This was the preferred route of most of the 10,000 children who came to Britain on the ‘Kindertransport’. The last such transport arrived in Harwich on September 2, 1939, one day before war was declared, all borders were closed, the fate sealed for the Jewish children, and their families, left at the mercy of the murderous Nazi state.

The nerve centre of this massive rescue operation was at Bloomsbury House in central London. Here committees were hurriedly set up by Jewish, Quaker, Church of England, Methodist and many other relief bodies. The building (now the HQ of Arts Council England) was packed with desks, telephones, filing cabinets and queues of anxious relatives or refugees already in Britain, desperate for help, news, financial support and more. The central committees in London totally relied on the goodwill of voluntary bodies throughout the length and breadth of the UK. This was after all, years before the Welfare State came into being. Voluntarism was key to the success of the Kindertransport rescue – the largest of its kind in the whole of the Holocaust era.

Many unsung heroes

The landscape of care in Britain involved a wide spectrum of ‘unsung heroes’. Winton and his team rescued 669 Jewish children from Nazi-occupied Prague in the spring of 1939.

But who helped rescue the other 9,300 young refugees who fled persecution from Germany and Austria? Winton had no dealing whatsoever with the children from the German Reich.

The answer is a whole raft of forgotten figures. There were German Jews who played a key role in organising the emigration of the children from Berlin, Vienna, Frankfurt and Cologne. Wilfred Israel, British by birth but German by nationality was in 1938, de facto head of the benighted Jewish community under Hitler’s cosh. After the November Pogroms, Israel and his team worked round the clock to secure the paperwork and finances to help get the children out. He was aided by a group of formidable German Jewish women including Hannah Karminsky who often acted as a chaperone for the smallest children travelling alone on the fateful trains to safety. Despite pleas for her to stay in Britain at her journey’s end, she insisted on returning to Nazi Germany to bring out more children. After war broke out her fate was sealed and Karminsky was eventually murdered in Auschwitz.

Care

Once in Britain, who cared for the 10,000 children? Up and down the country, local refugee committees were hurriedly set up to seek out foster families, raise money or secure places in hurriedly created hostels. My ongoing work on the UK Holocaust Map (created by the Association for Jewish Refugees) shows at least 50 such refugee hostels from Glasgow to Cornwall. Many more are being uncovered by research.

Foster families were urged in national and regional newspapers, in the pulpits of local churches and synagogues, in local clubs and societies such as the Rotarians, and by word of mouth, to offer a bed or two to a needy German, Czech or Polish-speaking Kindertransport child. Thousands came forward. Some were genuinely touched by the plight of the Jewish children and the fracture of their family life under the Nazis. Aubrey and Winifred Chadwick, both young teachers in Cambridge, offered a bed to five-year-old Suzi Spitzer who had been put on a Winton train in Prague. She was never to see her natural parents again. To Suzi, the Chadwicks, including foster sister Ann, became her new family.

Some foster families offered their homes with less creditable motives. Some wanted to treat older children as unpaid servants; some wanted to show off to their neighbours that they were doing a good turn – others neglected or even abused the children. Yet it seems that the majority of the Kindertransport children were well treated and taken into the open arms of strangers.

Among the host families was Alfred Roberts, father of future prime minister Margaret Thatcher. He was urged to take in a Jewish German girl by dint of his leading role in the local Rotarians. Similarly, the parents of David and Richard Attenborough warmly welcomed the sisters into their home in Leicester. They too became lifelong members of the family. Among other well-known names was the composer Ralph Vaughan Williams who chaired his local Jewish Refugee Committee in Dorking, Surrey, and aided dozens of Jewish children to find homes in the area.

These famous names are the exception. As I say in my book, most of the people who helped the children were ordinary Britons who neither sought nor achieved fame. In my small way, my book helps, I hope, to sing the praises of some of these forgotten heroes.

Mike Levy is the author of the book Get the Children Out! : Unsung Heroes of the Kindertransport published by Lemon Soul and available as a book, audiobook, or e-book on Amazon US | Amazon UK or via lemonsoul.com.

Mike is also lead researcher for the UK Holocaust Map https://ajr.humap.site/map

He is also currently researching British families who took in Kindertransport refugees. If your family, or someone you know, did host a Jewish refugee from 1938, please contact Mike on kindertransport4@gmail.com

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Paranoia and conspiracy lurks around society, and this amplifies in times of great uncertainty and war. Here, Jamie Bryson looks at conspiracies, paranoia, and spy mania in the Russian Empire during World War One.

Vladimir Sukhomlinov, Minister of War for the Russian Empire from March 1909 to June 1915. He was later tried for crimes including high treason.

The relatively recent Kingsmen film (The King’s Man) had Ralph Fiennes and his co-star combatting an international conspiracy based around the First World War. A secret cabal, known as ‘the Shepherd’s Flock’, involving Grigorii Rasputin, Mata Hari and Gavrilo Princip (the killer of Franz Ferdinand), is the driving force of this story. The group is headed by a Scotsman who wishes to bring down the European Empires (by pitting them against each other) and achieve an independent Scotland. While most of this is nonsense, a vein of historical accuracy runs through the whole caper, perhaps unbeknownst to audiences. Many contemporaries did believe in fantastic conspiracies, intrigue, assassinations and espionage during the First World War. Rasputin, for example, was thought to have been the cause of the death of one of the war's most recognizable faces. Lord Kitchener’s demise at sea in June 1916 after the HMS Hampshire struck a mine was attributed to Rasputin, who was accused of giving advance warning of the voyage to the German Kaiser.[1]

Tsarist Russia

Indeed, such fantasies flourished in Tsarist Russia during the First World War. The imposition of censorship in 1914 encouraged ordinary Russians to believe that the newspapers only reported half-truths. Some sections in newspapers were left blanked out which caused people to use their imagination to fill in the rest. The unstable political atmosphere provided fertile ground for fantasies of conspiracy to take root. The departure of Tsar Nicholas II to the front lines in August 1915 left Empress Alexandra Fedorovna seemingly in charge of the Russian government. Alexandra was born in Hesse-Darmstadt and her German origins encouraged many to believe that she was actively working against the Allied war effort. Though innocent in nature, her correspondence with relatives back home in Germany appeared intensely suspicious to the war-weary masses. By 1917, many came to believe she was actively working toward a German victory as part of a conspiracy involving court personnel and ministers who also had German heritage.

The ethnically diverse nature of the Russian Empire further fanned the flames of spy mania. Within Russia’s borders were high concentrations of Germans, many of whom arrived in the nineteenth century to escape their overpopulated homeland for the great open expanses of Russia. With the arrival of the war, they were the cause of intense suspicion. German surnames and family connections, viewed through the prism of war, were no longer innocent. Baltic Germans who had a close association with the Tsarist state, having served for centuries as Generals and functionaries, were cast as potential enemies. But it was not just Germans who fell under suspicion; Jews, Hungarians, Poles and Turks also found themselves in a similar category of ‘suspect’ populations. These fears were compounded when refugees from the western provinces arrived in the heart of European Russia, where they were treated with distrust. As fears increased, any eccentric who happened to be bilingual risked being detained for espionage.

Worry

Foreign commercial enterprises also aroused a similar level of worry. Russian military intelligence scrutinized foreign-owned companies and began a xenophobic, anti-commercial campaign against them driven at its core by fear of espionage. Early forms of ‘market research’ by such companies were interpreted by security officers as the gathering of intelligence for military purposes.[2]

According to an official of the tsarist secret police, known as the Okhrana, ‘spy fever ran through the whole of the Russian population like a plague’.[3] The same official recalled that even in the first few days of the war, a man came to his office believing he could hear a typewriter through the wall of his flat, convinced he had discovered a nest of spies.[4] This incident turned out to be nothing more than the work of a feverish imagination, but it was symptomatic of a growing paranoia about hidden enemies. In the Baltic states, a Lithuanian peasant claimed he had seen German biplanes coming and going to the estates of local German barons – one of which allegedly carried off a cow – important war materiel.[5] Another report suggested that a secret alliance of German Barons was supposedly waiting to take over the government in Estonia once the Kaiser’s armies arrived. In Poland, a ‘Singing and Gymnastics Society’ was allegedly a disguised Corps of 50,000 German soldiers ready to be deployed onto the battlefield. One official believed that a specific condition was afflicting the masses as early as 1914, which he described as ‘wartime psychosis’.[6]

Obsession with spies and traitors worsened in the second year of the war because of battlefield defeat. Both elites and the masses refused to accept that losses on the front were the result of strategic and tactical failures rather than the result of traitors behind the lines. A gendarme Colonel named Sergei Myasoedov became the target of recriminations because he had once hunted with Kaiser Wilhelm II before the war and had served on the border with the German Empire for a time. His contacts amongst German officers, which would have been unremarkable before 1914, took on conspiratorial undertones. Myasoedov and his associate, the War Minister Vladimir Sukhomlinov, were also associated with Jewish businessmen, which added further suspicion, implying connections with politically ‘unreliable’ groups. Myasoedov was hanged in Warsaw in 1915, but this did not put an end to the search for spies.

In fact, military intelligence officers unleashed a determined search for more traitors who were supposedly working behind the lines to the Russian Empire’s detriment. One military intelligence officer came to believe that German spies had enjoyed ten years of uninterrupted practice in the Russian Empire, developing vast networks of human intelligence.[7] Military intelligence activities bordered on absurd, confiscating German notice boards and restaurant menus.[8] This was all symptomatic of intense paranoia. Part of this belief was rooted in the changing nature of war and intelligence gathering; most of Germany’s successes had come from signals intelligence rather than spies behind Russian lies, a fact that many contemporaries failed to appreciate.[9] In reality, there was very little basis for genuine spy mania, as the wartime German head of intelligence later recorded in his memoirs the very modest value of German intelligence within Russia.[10]

War progresses

As the war progressed, Russian society became enmeshed in ideas of conspiracy at the highest levels. Many ordinary people, as well as military intelligence officials, believed that Myasoedov was only the tip of the iceberg and that the trail of treason led all the way to the Empress and, of course, her infamous confidante Rasputin. Even the British ambassador to Russia, George Buchanan, believed in the potential of a pro-German conspiracy. At the same time, German propagandists argued that Britain was plotting a revolution in order to install a pro-British liberal government which would continue the war.[11]

The 1917 revolution, which saw the collapse of the tsarist regime, can therefore be interpreted in the light of these ideas of treason, espionage and conspiracy, which were very real parts of life in Russia and the other combatant nations; these ideas may have been fantastical, but took on historical significance because contemporaries believed them.

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[1] Douglas Smith, Rasputin, (London, 2016), pp. 526-7

[2] Alex Marshall, ‘Russian Military Intelligence 1905-1914’, War in History, Vol. 11 No. 4, (2004), 411-13

[3] Alexei Vasiliev, The Ochrana: The Russian Secret Police, ed. Rene Fulop Miller, (London, 1930),

114

[4] Vasiliev, The Ochrana, p. 115

[5] Vasiliev, The Ochrana, p.

[6] Iain Lauchlan, Russian Hide and Seek: The Tsarist Secret Police in St Petersburg 1906-1914, (Helsinki, 2002), 363

[7] A. S. Rezanov, Nemetskoe Shpionstvo, (Petrograd, 1915), 140

[8] William Fuller, The Foe Within: Fantasies of Treason and the End of the Russian Empire, (Cornell NY, 2006)

[9] Andrew, The Secret World: A History of Intelligence, (New Haven CT, 2018), 502

[10] Walter Nicolai, The German Secret Service, (London, 1924), 121-3

[11] Boris Kolonitskii, ‘Politischeskie funktsii Anglofobii v gody pervoi mirovoi voiny’ in Nikolai Smirnov ed., Rossiia i pervaia mirovaia voina: Materialy mezhdunarodnogo nauchnogo kollokviuma (St. Petersburg, 1999), 276-77

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Few operations are shrouded in intrigue and myth as the raid on the Gran Sasso mountain-top location where Benito Mussolini was being held. At the heart of this mission were the German Fallschirmjäger, the German elite paratroopers, whose planning and execution were pivotal. However, history often credits the mission's success to Otto Johann Anton Skorzeny, a charismatic SS officer who played a small role in the rescue. The mission was meticulously planned and executed by the Fallschirmjäger, however, Skorzeny ensured he was remembered as the mission's mastermind.

Terry Bailey explains.

Mussolini with German forces. Source: Bundesarchiv, Bild 101I-567-1503A-07 / Toni Schneiders / CC-BY-SA 3.0, available here.

By 1943, the tide of the Second World War was turning against the Axis powers. In Italy, internal dissent reached a crescendo with the overthrow of Benito Mussolini, (Duce). Several of his colleagues were close to revolt, and Mussolini was forced to summon the Grand Council on the July 24, 1943. This was the first time the body had met since the start of the war. When he announced that the Germans were thinking of evacuating the south, Grandi launched a blistering attack on him. Grandi moved a resolution asking the king to resume his full constitutional powers—in effect, a vote of no confidence in Mussolini.

Thus on July 25, 1943, by order of King Victor Emmanuel III, Mussolini was arrested, he was moved to various locations to prevent any rescue attempts by his German allies. His final and most secure prison was the Hotel Campo Imperatore, situated high on the Gran Sasso massif in the Apennine Mountains.

Adolf Hitler was determined to rescue Mussolini, the task was assigned to the Luftwaffe's elite Fallschirmjäger under the command of General Kurt Student. Concurrently, Hitler ordered the SS, represented by the ambitious Otto Skorzeny, to get involved in the operation to track and identify the location where Mussolini was being held. This dual-command structure sowed the seeds for future credit disputes, a situation that plagued many German operations throughout the war, not only concerning credit but in some cases detrimental to a number Nazi operations.

The planning of Operation Gran Sasso began with exhaustive intelligence gathering. The Fallschirmjäger, known for their meticulous preparations, used reconnaissance flights to gather aerial photographs and detailed maps of the hotel and surrounding terrain that Otto Skorzeny had identified. They analyzed weather conditions, altitude challenges, and potential escape routes.

Key Elements of the Plan:

  1. Aerial Assault: The only feasible approach to the heavily guarded hotel was from the air. The Fallschirmjäger, experienced in airborne operations, planned a glider-borne assault. Gliders, being silent and capable of landing in confined space in a concentration of force, were ideal for the mission.

  2. Surprise and Speed: The element of surprise was paramount. The plan was to land gliders on the narrow plateau near the hotel, overpower the guards, and secure Mussolini swiftly before any reinforcements could arrive.

  3. Command Structure: While the Fallschirmjäger were responsible for the operational details, Otto Skorzeny, with no prior experience in airborne operations, was included in the planning due to his SS ties and Hitler's directives. His role was ostensibly to assist and ensure SS involvement.

However, due to his personality, Skorzeny aimed to use the mission as an opportunity to promote his ideas of unconventional warfare, as he had studied the successes of British special operations.

On September 12, 1943, the meticulously planned operation was put into action. The operation, codenamed Unternehmen Eiche (Operation Oak), commenced with a formation of ten DFS 230 gliders, towed by Heinkel He 111 aircraft, departing from Pratica di Mare near Rome, carrying the elite Fallschirmjäger troops, and Otto Skorzeny with 16 SS assault troops.

Key Phases of the Execution:

  1. Aerial Approach: The gliders, piloted by experienced Fallschirmjäger, detached from their tow planes at the precise moment and began their silent descent towards the Gran Sasso plateau. The challenging mountainous terrain required expert navigation to avoid detection and ensure a safe landing.

  2. Landing and Assault: Despite the difficult terrain, the gliders landed with remarkable precision near the hotel. The operational commander, (Oberleutnant Georg Freiherr), led the Fallschirmjäger in a swift assault. They quickly overwhelmed the Italian guards, who were caught off guard by the sudden appearance of German troops. (It is argued later that a number of the guards were pro-Mussolini and some welcomed the German's arrival).

  3. Securing Mussolini: Skorzeny, eager to assert his presence, was among the first to reach Mussolini. Ensuring he was visibly at the forefront, Skorzeny famously declared to Mussolini, "Duce, the Führer has sent me to set you free!" This moment, captured in photographs, was crucial for Skorzeny's later claims of leadership.

  4. Evacuation: With Mussolini secured, the team signaled for the waiting Fieseler Fi 156 Storch aircraft. The rugged terrain made the takeoff challenging, especially since Skorzeny had insisted on accompanying Mussolini even though the plane was only suitable for the Duce and the pilot. However, with great skill Captain Gerlach, managed to lift off with Mussolini and Skorzeny onboard.

The operation was a resounding success, achieved with only two Italians killed and two slightly wounded. Mussolini was flown to Vienna and then to Germany, where he was greeted as a hero. However, the real battle was just beginning – the battle for credit.

Skorzeny, with his flair for drama and self-promotion, was quick to present himself as the mastermind of the operation. His SS connections and personal rapport with Hitler gave him a significant advantage. The iconic photographs of him with Mussolini bolstered his narrative. He was awarded the Knight's Cross of the Iron Cross, and his fame soared.

In contrast, the contributions of the Fallschirmjäger, who had meticulously planned and executed the mission, were overshadowed, despite their pivotal role, and received comparatively little recognition. The post-war narratives, influenced by Skorzeny's memoirs and his relentless self-promotion, further cemented his legend.

While Otto Skorzeny's role in Operation Gran Sasso cannot be entirely dismissed, simply because Skorzeny not only identified Mussolini's location, in addition to, the fact that he was present with his men but also because he had suggested the exact landing zone for the gliders. However, it is essential to recognize the contributions of the Fallschirmjäger. The success of the mission was a true testament to their planning, skill, and bravery. Skorzeny's presence, though significant, was more of a political maneuver to ensure SS involvement and claim the glory.

Recent historical analyses have sought to rectify this imbalance. Military historians emphasize the Fallschirmjäger's expertise in airborne operations and highlight the comprehensive planning by General Kurt Student's elite Fallschirmjäger. These reassessments underscore the collaborative nature of the mission, with the Fallschirmjäger's groundwork being crucial to its success.

Conclusion

In conclusion, Operation Gran Sasso remains one of the Second World War's most dramatic and daring missions. The successful rescue of Mussolini was a remarkable feat of military precision, courage and flying ability. While Otto Skorzeny emerged as the public face of the mission, it was the meticulous planning and execution by the German Fallschirmjäger that ensured the success of the mission.

In the broader context of military history, Operation Gran Sasso serves as a reminder of the complexities of war, where deeds on the battlefield often become intertwined with political machinations and personal ambitions. The Fallschirmjäger, though overshadowed in popular narratives, remain the true heroes of this audacious operation, exemplifying the skill and bravery that defined Germany's elite paratroopers. These characteristics were true for all airborne operations of the Second World War for both Axis and Allied airborne forces and still are of airborne forces today.

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The 1864 Battle of Spotsylvania Court House was the second major battle in the Overland Campaign during the US Civil War. Following the inconclusive Battle of the Wilderness, Lieutenant General Ulysses S. Grant's army disengaged and strategically shifted to the southeast, to lure Lee into battle under more favorable conditions. Grant was committed to advancing after the Wilderness, recognizing that Lincoln’s presidency depended on the outcome. Given Spotsylvania's location at the southernmost point of the Wilderness, it was unsurprising that this town became the next target. The timing of Grant's move, however, remained the solitary uncertainty.

Lloyd W Klein explains.

The 1864 Battle of Spottsylvania. By Kurz & Allison.

The Union forces consisted of approximately 100,000 troops from the Army of the Potomac (AoP), led by General George Meade, and an additional 15,000 soldiers from the independent IX Corps, commanded by General Ambrose Burnside. Both Meade and Burnside reported to General Grant, who oversaw the entire operation. On the opposing side, General Robert E Lee's Army of Northern Virginia (ANV) was estimated to have around 55,000 men, having suffered approximately 11,000 casualties during the Wilderness battle. Notably, two of the three corps within Lee's army had temporary commanders due to illness and injury: Second Corps under Maj Gen AP Hill would be led by Maj Gen Jubal Early due to Hill’s illness, and Maj. Gen. Richard H. Anderson would replace Lt. Gen. James Longstreet in command of the First Corps following his wounding on May 6. Third Corps remained under Gen Richard Ewell’s command. Lee visited A.P. Hill's headquarters and found him very ill in bed. He had considered Early to replace the wounded Longstreet but decided to promote R H. Anderson who had previously been in the I Corps before Jackson's death. With Hill sick Lee assigned Early temporary command of the III Corps. Gordon was promoted to command Early's division.

All these arrangements were temporary. Hill returned to command the III Corps and Early returned to his division and Gordon was assigned Johnson's division. When Ewell was sent to command the Richmond district, Early was promoted to command the II Corps and Ramseur took Early's division.

General Lee found himself uncertain about Grant's intentions after the Wilderness. Reconnaissance revealed that the river crossing equipment at Germanna Ford across the Rappahannock River was removed, indicating that Grant did not plan to withdraw as his predecessors had done. This left Lee contemplating whether the Union Army was heading east toward Fredericksburg or moving south. Lee recognized the significance of the crossroads at Spotsylvania Court House, which served as the intersection between Brock Road and the road leading to Fredericksburg, and hence was a central point for either destination.

Lee instructed his artillery chief to construct a road through the woods, connecting the Confederate position at the Wilderness to the Catharpin Road leading south. Although Lee did not emphasize the need for urgency, General Anderson and his troops were eager to leave behind the devastation of the burning forest and corpses in the Wilderness, prompting them to commence their march around 10 pm on May 7th. The arrival of the ANV at the critical crossroads of Spotsylvania Court House just moments before the AoP was a result of a delay in the Union movement and the construction of the road by the Confederates.

May 7

On the evening of May 7th, Grant issued orders for the AoP to commence their march towards Spotsylvania Court House. The overarching strategy devised by General Grant aimed to interpose his forces between the ANV and Richmond and to engage Lee in an open region so he could take advantage of his numerical superiority.

Grant ordered an advance along two separate routes to reach Spotsylvania Court House, which lay approximately 10 miles to the southeast. One of these routes, the more direct path, was assigned to Warren's V Corps, who would proceed along the Brock Road. Following closely behind them was Maj Gen Winfield Scott Hancock's II Corps. Maj Gen John Sedgwick's VI Corps was directed to head towards Chancellorsville via the Orange Plank Road, before eventually turning south. Burnside's IX Corps was bringing up the rear, following the same route as Sedgwick's forces.

May 8

Confederate Gen. J.E.B. Stuart was ordered to prevent the Federals from reaching Spotsylvania. Fitzhugh Lee led a division of Stuart's cavalry in a fierce battle against the Union cavalry for control of the Brock Road that lasted 2 days. The Union troopers faced additional difficulties in clearing the road due to obstacles. Meanwhile, Wade Hampton and Rooney Lee's cavalrymen halted the progress of Colonel J. Irvin Gregg's brigade at Corbin's Bridge on the Catharpin Road. Another confrontation unfolded between Wesley Merritt's Union division and Fitzhugh Lee's cavalry, who had taken positions behind barricades on Brock Road, approximately a mile south of Todd's Tavern. Intense fighting ensued, leading to a stalemate by late afternoon. Todd’s Tavern was at the crossroads of Brock Road and Catharpin Road. This was the finish line of the race; for the army with control of this junction, Spotsylvania was just a bit down the road. That is why the indirect route Burnside & Sedgwick took was so critical: that route takes them beyond Todd’s Tavern without going through the intersection there, or to take an eastern or southern flanking. It means that Todd’s Tavern is an inherently unholdable base.

As darkness fell, General Sheridan decided to halt the advance and ordered his men to set up camp at Todd's Tavern. The first Union infantry began moving at 8 pm, but their advance was plagued by traffic jams. When Meade reached Todd's Tavern after midnight he was infuriated to see Sheridan's sleeping cavalrymen and ordered them to resume their road-clearing operation.

General Lee's forces were compelled to retreat from Todd's Tavern and regrouped at a strategically advantageous position called Laurel Hill, located on the south side of the Brock Road. This hill was the last defensible position north of Spotsylvania, and losing it would also mean surrendering control of the crucial crossroads at the courthouse. Fortunately for the Confederates, Anderson arrived at Spotsylvania on the morning of May 8, positioning his troops within two miles of Laurel Hill, which was a low ridge just south of the Spindle farm clearing.

Meade ordered the infantry to attack the cavalry positions. Fitzhugh Lee's horse artillery valiantly defended the Alsop farm, causing a delay in the Union's advancement. Meanwhile, the cavalrymen established a defensive line on Laurel Hill. Recognizing the need for reinforcements, Lee called upon Anderson's infantry, who had already reached the Block House Bridge on the Po River and were having breakfast. Anderson promptly dispatched two infantry brigades and an artillery battalion.

Laurel Hill was the Confederate center of gravity; if they could push their way beyond, it would put Lee on the defensive with fewer and less bloodshed would be loss. The Union high command did not know how many soldiers had filtered through to Laurel Hill when they originally arrived. The Confederates beat them there by a matter of minutes. If there was not a delaying action by the Confederates the Union would have easily beat them to it because the Confederates had a head start to Spotsylvania due to their interior lines and had unintentionally began withdrawing after the fire in the forest at the Wilderness.

Union Major General Gouverneur K. Warren was under the impression that Spotsylvania was within his reach, and led his Fifth Corps up the hill. To his surprise, he encountered Anderson's corps opposing him, which had arrived at Laurel Hill just as Warren's troops approached from the north, coming within 100 yards. Warren's attempts to push back the Confederates were met with significant casualties, leading both sides to begin fortifying their positions.

Later in the day, Sedgwick's VI Corps arrived near Laurel Hill and extended Warren's line to the east. At 7 pm both corps launched a coordinated assault, but they were met with heavy enemy fire and were unable to make significant progress. They tried to maneuver around Anderson's right flank, only to be caught off guard by the arrival of divisions from Ewell's Second Corps, who were there to repel them once again. Meade had lost the race despite having the inside track, based on the existing roads.

The ensuing disagreement between Meade and Sheridan regarding the effectiveness of the cavalry arm and its role in the movement sparked a quarrel. Sheridan firmly believed that he could defeat Stuart if given the opportunity. When this was reported to Grant, he responded, "Well, he generally knows what he is talking about. Let him start right out and do it." This sequence of events led to the Battle of Yellow Tavern, but was also responsible for the absence of Union cavalry for the remainder of the battle at Spotsylvania, which would delay a full comprehension of the battlefield.

While Warren's unsuccessful attack on Laurel Hill was taking place on the morning of May 8, Hancock's II Corps had reached Todd's Tavern and established defensive positions on the Catharpin Road, protecting the rear of the Union army.

May 9

Grant made several attempts to break the Confederate line over the next few days, employing various strategies. The Union troops also began entrenching themselves as they prepared for the ongoing battle. On the night of May 8, the outnumbered Confederate forces entrenched along a 4-mile stretch, adopting a defensive strategy that would become a hallmark of this battle and continue to be utilized well into the 20th century. The Confederate line extended from the Po River, encompassing the Laurel Hill line, crossing the Brock Road, forming a horseshoe shape, and extending south beyond the courthouse intersection. However, the exposed salient known as the "Mule Shoe," which extended over a mile in front of the main line, posed a vulnerability in this arrangement. Despite this, it was deemed necessary to incorporate the high ground to Anderson's right.

Tragically, during the inspection of his VI Corps line, Sedgwick was fatally shot by a Confederate sharpshooter using a Whitworth rifle from a distance of approximately 1000 feet. Sedgwick's death was instantaneous, occurring shortly after he famously remarked, "... they couldn't hit an elephant at this distance."

Grant ordered Maj. Gen. Winfield S. Hancock's Second Corps to cross the Po River and locate Lee's left flank. However, upon noticing Hancock's movement, Lee swiftly shifted two divisions to counter the Union forces at Block House Bridge, successfully forcing them to retreat across the river. When Hancock advanced, he saw that the Confederates were heavily entrenched and did not attack. This delay led to the kind of set-piece battle Lee was expert in.

Burnside, positioned on the far left, made an advance along the Fredericksburg Road. However, the Union command was unaware of the fact that Lee had left only Wilcox's division to defend the eastern flank when he moved to cover the Po. This lack of information was a direct consequence of the decision to send all of Sheridan's cavalry away from the battlefield. As a result, there was a significant gap between Wilcox and Ewell. When Burnside encountered resistance from Wilcox, he hesitated and decided to entrench, despite successfully turning Lee's right flank. Grant, realizing that Burnside was too isolated from the rest of the line, ordered him to pull back behind the Ni. That evening Grant decided that Burnside was too isolated from the rest of the line and ordered him to pull back behind the Ni. It is evident from his Memoirs that Grant realized only too late the potential opportunity he had lost.

May 10

Grant conducted a series of probing assaults along the entire length of the Confederate line in an attempt to identify weaknesses. He observed that Lee had concentrated his forces in front of Hancock's position, effectively controlling both Block House Bridge and the southern area of the Po. Jubal Early launched an attack on General Barlow's position, which forced Hancock to shift his corps westward for support. Consequently, Warren found himself alone facing Laurel Hill and was eager to launch an immediate attack. However, the presence of a grove of dead pine trees obstructed the assault, diminishing its impact.

Upton’s Attack

On the Union left Colonel Emory Upton’s brigade faced the Mule Shoe, with Burnside positioned on his flank. The Mule Shoe, located on the right side of the Confederate line, protruded beyond the rest of the trenches, making it a vulnerable point in Lee's defenses at Spotsylvania. The Mule Shoe's western edge later became infamous as the "Bloody Angle."

Colonel Emory Upton gained recognition for his successful leadership in attacking entrenched positions during the Battle of Spotsylvania Court House. He introduced a novel tactic for assaulting Confederate entrenchments, which foreshadowed the trench warfare strategies employed in World War I. Instead of the traditional method of advancing slowly in wide battle lines and firing at the enemy, Upton devised a novel strategy. Instead of adhering to the traditional formation, he organized his regiments into a three-by-four-column arrangement, opting not to halt and fire while crossing the field, but rather to charge directly ahead. Instead of having his troops fire as they advanced, Upton organized his brigade to charge the enemy's position in columns, without pausing to engage in gunfire. The primary objective was to swiftly reach the enemy's fortifications, aiming to overpower them before they could mount a strong defense. The objective was to overwhelm the defenders in a specific sector by rapidly advancing with a large number of troops, without pausing to reload and fire. Referred to as the "stacking method of attack," this approach involved engaging the enemy in close combat using bayonets and rifle butts, rather than wasting time on firing shots.

Emory Upton’s improvised charge at Spottsylvania had a profound impact on the course of the Civil War and revolutionized the tactics employed in warfare. Recognizing the ineffectiveness of the traditional infantry tactic of advancing in a long line, he opted for a different strategy. It was widely recognized that the conventional two-line attack, known as "Close Order," was highly vulnerable to artillery fire when executed across an exposed field. The high casualties sustained during such attacks resulted in diminished effectiveness at the focal point of the assault. Not only did this approach result in a significantly reduced number of soldiers reaching the enemy's fortifications, but even if the entrenchments were breached, there were insufficient forces to break the line or hold it against a counterattack.

Upton's innovative approach was inspired during a reconnaissance mission alongside Lieutenant Ranald MacKenzie, a young engineer. MacKenzie had been assigned the task of identifying a suitable location for Upton's regiments to strike the Confederate line. Earlier in the day, Union infantrymen had successfully pushed back a portion of the Confederate skirmish line, which was defended by Brigadier General George Doles' Georgia brigade. Doles, however, failed to reestablish the line, granting MacKenzie and Upton an unobstructed view of the enemy's position. Upon observation, they noticed a sharp swale on their right, partially shielding them from a battery of Richmond Howitzers positioned within Doles' line. Additionally, the presence of a ridge directly ahead provided ample cover for the advancing Union forces as they traversed the open field.

Upton devised a brilliant strategy that set his plan apart from previous military tactics employed during the Civil War. Rather than send all of his men in one large charge (e.g., Pickett’s Charge), or en echelon (e.g., Hood and Longstreet on day 2 at Gettysburg), or in waves (e.g., Fredericksburg), Upton opted for a more calculated approach. He intended to provide substantial support for the attack by moving his column forward, breaking through the Rebel line, and holding the ground long enough for additional troops to exploit the breach. To ensure the success of his assault, Upton ordered an artillery bombardment on the targeted line and prepared his men to charge across an open field. One might question the efficacy of this compact formation, as it seemingly remained susceptible to artillery fire, particularly from the flank. Yet, the specific topography of the Mule Shoe battlefield played a crucial role in making this alignment the right choice.

However, despite his meticulous planning, an unforeseen event occurred that disrupted his strategy. Prior to Upton's planned attack, Major General Governeur Warren, commander of the V Corps, made an appeal to George Meade, urging him to initiate the assault ahead of schedule at 4 p.m. Unfortunately, Warren's attack was repelled, causing a delay in Upton's scheduled attack time. This delay was a result of a lack of communication, as no one informed Gershom Mott, who was supposed to provide support for Upton's assault. Consequently, Mott advanced against the tip of the Mule Shoe Salient, assuming he was coordinating with Upton, only to face defeat like Warren. Regrettably, Upton remained unaware of Mott's failed attempt.

Finally, at 6:10 p.m. on May 10, 1864, Upton's men commenced their assault. Upton led a force of twelve regiments against the salient. His men advanced in a line of columns, with rifles unloaded, bayonets fixed, and marching at a rapid pace. Initially, their attack successfully penetrated the center of the Mule Shoe, but the intense fighting that ensued made it difficult to hold the ground. The success of the assault relied heavily on the supporting regiments also launching their attacks to secure the salient. However, due to the allocation of all available troops to other fronts, Upton's supporting regiments were unable to join the assault. As a result, Upton was compelled to withdraw his forces due to the enemy's artillery fire and the increasing arrival of Confederate reinforcements.

Upton ordered the artillery bombardment of the line he was going to attack. He readied his men to charge 200 yards across an open field. Realizing that advances in musketry had made obsolete the centuries-old infantry tactic of having troops attack in a long line, firing—and being slaughtered—as they went, he chose a different approach. Upton decided that his brigade would rush the enemy fortifications in columns, without slowing to stop and fire. The idea was to reach the enemy as quickly as possible.

Upton's forces managed to breach the first two lines of advanced rifle pits, successfully overpowering the defenders. Upton's attack carried the first two lines of advanced rifle pits but became bogged down within the main Confederate position. Engaging in intense hand-to-hand combat, the attacking units resorted to bayonets and rifle butts as they struggled to unleash volleys of fire. The lack of command and coordination within the attacking units made it difficult to sustain the assault. While waiting for reinforcements, it became evident that the timing of Mott's support attack was premature, resulting in a disjointed and piecemeal offensive. Ultimately, they were overpowered and had to retreat.. It was clear that had his support group charged with him, he would have held the position.

Despite the ultimate failure of the assault, Upton's innovative approach to advancing against entrenched positions garnered recognition and praise. His promotion to brigadier general on the same evening highlighted the significance of his strategic breakthrough. The linear infantry attack, a centuries-old tactic, was rendered obsolete by Upton's successful demonstration of a more effective method. Grant, observing the battle, gained valuable insights from Upton's assault, which influenced his subsequent plans 2 days later. Building upon Upton's concept, Hancock modified and implemented the columnar assault strategy.

Burnside, positioned on the far left, made an advance along the Fredericksburg Road. However, the Union command was unaware of the fact that Lee had left only Wilcox's division to defend the eastern flank when he moved to cover the Po. This lack of information was a direct consequence of the decision to send all of Sheridan's cavalry away from the battlefield. As a result, there was a significant gap between Wilcox and Ewell. When Burnside encountered resistance from Wilcox, he hesitated and decided to entrench, despite successfully turning Lee's right flank. Grant, realizing that Burnside was too isolated from the rest of the line, ordered him to pull back behind the Ni. That evening Grant decided that Burnside was too isolated from the rest of the line and ordered him to pull back behind the Ni. It is evident from his Memoirs that Grant realized only too late the potential opportunity he had lost.

May 11

Although the previous day’s battle had not gone well, Grant now better understood the line that Lee was defending, and he was optimistic that Upton’s innovative concept would work if supported, and if accomplished with an entire corps. To move his line around to make such an attack, he spent much of May 11 moving Hancock closer to the Mule Shoe while having Burnside attack the eastern side of the salient.

Grant’s optimism is encapsulated in his often-cited report to Secretary Stanton that although his losses were high, so were the enemies, and that “…I propose to fight it out on this line if it takes all summer."

Meanwhile, Lee received reports suggesting that Grant was preparing to withdraw to Fredericksburg. In anticipation of a potential pursuit, Lee ordered the withdrawal of artillery from the Mule Shoe. Amidst a heavy downpour, General Allegheny Johnson's men could hear the noise created by Hancock's troops. Initially, this noise was interpreted as a sign of withdrawal, but suspicions arose, leading to the order for the artillery to return. Unfortunately, this order was not received until 3:30 am on May 12, a mere 12 hours before Hancock's assault.

Yellow Tavern

On May 11, General J.E.B. Stuart and the Confederate cavalry made a stand against the advancing Union cavalry near Yellow Tavern, which was located six miles north of Richmond. The Union troops, under the command of General Philip Sheridan, greatly outnumbered the Confederate forces, with a two-to-one advantage. The battle resulted in heavy casualties on both sides, but ultimately, Sheridan's men emerged victorious. The Confederacy suffered a significant blow as General Stuart was mortally wounded during the battle.

May 12

General Grant assembled a force of 20,000 soldiers from the Second Corps, positioning them opposite the tip of the salient. General Lee, recognizing the movement of the Federal troops, mistakenly believed that Grant was preparing to retreat. Consequently, he ordered the removal of his artillery from the area. The attack on May 12th involved nearly 24 hours of intense hand-to-hand combat, among the fiercest witnessed during the Civil War. The assault, based on the strategy developed by Upton, was executed by multiple corps against a better-prepared, albeit somewhat surprised, Army of Northern Virginia. Although the assault was scheduled to commence at 4 am, it was delayed by over half an hour due to heavy rain and thick mist.

Hancock's men serendipitously struck the Confederate line where mainly infantry remained. Now called the Bloody Angle, recent analysis has shown that if the attack had occurred on time, no artillery was in the salient at that time. Barlow’s division swung around to the eastern tip of the Mule Shoe, overpowering the brigade under the command of Brig. Gen. George "Maryland" Steuart. This successful maneuver resulted in the capture of both Steuart and his division commander, Allegheny Johnson. On the right side of Barlow's division, Brig. Gen. David B. Birney's division encountered stronger resistance from the brigades led by Col. William Monaghan and Brig. Gen. James A. Walker, famously known as the Stonewall Brigade. Despite the Confederates' gunpowder being compromised by the rain, they fiercely engaged in close combat. The Union troops continued their advance southward along the western edge of the Mule Shoe.

The attack had breached the lines again and took thousands of rebel prisoners. The Stonewall Brigade was crushed by the initial attack with many killed and captured. . Only 200 men escaped the onslaught and the Brigade was dissolved into a single regiment for the rest of the war. The attack would have been devastating if it weren't for the quick thinking and reaction of Confederate Gen. John Gordon, who ordered his men to shore up the Stonewall brigades sector and to seal off the center to prevent a bigger breakthrough. Burnside was ordered to attack on the left side of Barlow's Division to pin down and expand the breakthrough, but as in previous assaults, Burnside was halted by Confederate reinforcements; another attack around 2 PM resulted in a stalemate because both Burnside and the Confederate troops attacked each other at the same time.

Although the initial success in dismantling a significant portion of the Mule Shoe salient was achieved, a flaw in the Union plan became apparent: there had been no strategic consideration on how to capitalize on this breakthrough. The 15,000 infantrymen from Hancock's II Corps became concentrated within a narrow front, approximately half a mile wide, resulting in the loss of unit cohesion. Consequently, they devolved into little more than an armed mob. As Grant continued to deploy additional troops against the Confederate defenses, Lee swiftly shifted reinforcements into the salient.

General Lee personally observed the progress of his troops as they moved forward. Just like in the advance at the Widow Tapp farm during the Battle of the Wilderness, Lee tried to advance and lead his soldiers. However, he was prevented from exposing himself by Gordon and the soldiers' repeated chants of "Lee to the rear" defense, while Brig. Gen. Stephen D. Ramseur's brigade suffered significant losses as they valiantly fought to reclaim the entrenchments previously lost by the Stonewall Brigade. After approximately half an hour of intense combat, these brigades successfully secured a substantial portion of the eastern section of the Mule Shoe.

The assault led by Warren at Laurel Hill commenced on a modest scale around 8:15 a.m. Unfortunately, for some of his soldiers, this marked their fourth or fifth attempt at capturing the same objective, resulting in a lack of enthusiasm. After thirty minutes, the attack gradually lost momentum. Meade, recognizing the urgency, commanded Warren to launch an immediate and all-out assault, even if it meant utilizing his entire force. However, the attack proved futile, as the Union corps encountered fierce resistance from a lone Confederate division. Not only did the V Corps fail to achieve its objective, but it also failed to divert Confederate troops from other areas of the front, contrary to Grant's intentions. Grant granted Meade the authority to relieve Warren of his duties, proposing that Meade's chief of staff, Maj. Gen. Andrew A. Humphreys, assume command. Nevertheless, Humphreys skillfully coordinated the withdrawal of the V Corps units without actually relieving Warren from his position.

At approximately 6:30 am, Grant issued orders for additional troops to launch an assault on the Bloody Angle, which was the northwestern section of the salient situated closest to Union lines. In response, Confederate forces dispatched more troops to counterattack, and the line was fortified with artillery. Consequently, the battle evolved into a gruesome deadlock, with the combat persisting relentlessly for nearly 24 hours. The engagement was characterized by intense close-quarter fighting. Meanwhile, both Warren and Burnside made renewed attempts to attack their respective sections of the line, but their efforts yielded minimal results.

As the fighting raged on at the Bloody Angle, Confederate engineers hastily worked to establish a fresh defensive line approximately 500 yards southward, positioned at the base of the Mule Shoe. The conflict at the Bloody Angle persisted incessantly day and night, with neither side gaining a decisive advantage, until the fighting eventually ceased around midnight on May 13. At 4 A.M., the fatigued Confederate infantrymen were informed that the newly constructed line was prepared, prompting them to withdraw gradually from the original earthworks, unit by unit.

May 13-16

From this point forward, the battle became an attempt on both sides to find an advantageous place to strike; neither found one. Grant shifted Warren and Wright to his left to find an attacking capability from the Fredericksburg and Massoponax Church Roads. With the diminished Mule Show now the de facto center of the line, Lee shifter Anderson from his left to meet the new threat from the east. It rained a great deal of the time which prevented any massing of troops to make a determined attack.

May 17-18

Lee having shifted his men back from the left to cover his right, Grant then waited for two days of dry weather to bring Wright and Hancock back to the area of the Mule Shoe, now anchoring the Confederate left. But Ewell’s men were still there and had entrenched further. No progress was made.

May 19-21

Having once again been stopped by Lee, Grant tried a deception. He ordered Hancock to move to the railroad line and move south hoping that Lee would follow, unentrenched. when Grant would attack the rear. Grant ordered Hancock to pull back toward the Fredericksburg Road. Observing the movement, Lee sent Richard S. Ewell’s Second Corps forward as a reconnaissance force to determine where the Federals were going. Ewell’s men run into stiff resistance by a brigade of new heavy artillery-turned-infantry regiments at the Harris family farm. But Lee didn’t fall into the trap and discerned that Grant was once again planning on a southeast movement to the North Anna River.

Grant meeting with his staff during the Overland Campaign at Massaponax Church, May 21,1864 by Timothy O’Sullivan, Library of Congress

Summary

The fighting at Spotsylvania was perhaps the most brutal of the war, with hand-to-hand combat of vicious severity on both sides, especially at the Mule Shoe. Despite lasting for two weeks, the battle ended inconclusively from a tactical standpoint. Interestingly, both the Confederacy and the Union claimed victory. The Confederacy believed they had emerged victorious due to their ability to hold their defenses, while the Union saw it as their triumph because their offensive continued and General Lee's army suffered irreplaceable losses.


Casualties

Union: 100,000-110,000 Total

Casualties and losses: Total: 18,399 (2,725 killed, 13,416 wounded, 2,258 captured or missing)

Confederates: 50,000–63,000 Total

Casualties and losses: Total: 12,687 (1,515 killed, 5,414 wounded, 5,758 captured or missing)


In terms of percentages, the battle could be considered a draw, but when looking at absolute numbers, the Union paid a heavy price. The initial stages of the battle were unfavorable for the Union forces, with the disastrous outcome at Laurel Hill and the delayed and poorly supported attacks on May 9th. General Grant's army suffered substantial casualties during the battles of the Wilderness and Spotsylvania Court House. Between May 5 and May 12, the Army of the Potomac experienced approximately 32,000 casualties, surpassing the combined casualties of all Union armies in any previous week of the war. Contributing to the carnage were advances in weaponry that by 1864 had outstripped the Napoleonic warfare of the day. The result was massive casualties: on May 12 alone, Lee lost eight thousand men; Grant, nine thousand.

However, it was the Mule Shoe attacks that inflicted significant damage on the Confederates, resulting in the capture of many soldiers. Due to the suspension of prisoner exchanges, these men would never return to the fight. After suffering severe casualties in the Wilderness, Lee had no choice but to curb his aggressive instincts and prepare for a defensive battle at Spotsylvania. Employing advanced fieldworks that foreshadowed the trench warfare of World War I, Lee skillfully organized his exhausted veterans to defend against Grant's relentless attacks.

Although there was no clear victor of the multi-day battle, many consider it a strategic victory for Grant. The battles inflicted proportionately higher casualties on Lee's numerically smaller army, driving his forces into a siege at Petersburg and eventually leading him to surrender his forces at Appomattox in April 1865.

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Further Reading

· Rhea, Gordon C. The Battles for Spotsylvania Court House and the Road to Yellow Tavern May 7–12, 1864. Baton Rouge: Louisiana State University Press, 1997.

· Stephen E Ambrose, Upton and the Army. Baton Rouge: Louisiana State University Press, 1993.

· https://emergingcivilwar.com/2015/05/10/a-grand-charge-emory-uptons-assault-on-the-mule-shoe-salient-may-10-1864-part-2/

· https://www.battlefields.org/learn/civil-war/battles/spotsylvania-court-house

· https://www.history.com/topics/american-civil-war/battle-of-spotsylvania-court-house

· https://www.battlefields.org/learn/biographies/emory-upton

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The idea of the specialist military service was dreamt up and realized in World War Two. There are the stories of the German Mountain Troops, the German Fallschirmjager and of course there are the British equivalents that were formed in North Africa in haste because the nature of warfare was changing and there was now a requirement for “out of the box thinking” and the implementation of unconventional methods. From the British side most of the focus is given to David Stirling and his Special Air Service who operated alongside the Long Range Desert Group. Stirling’s work has been well documented. However, there was also David Stirling’s first cousin, Simon Fraser or most popularly known as Lord Lovat. He was also part of the special forces story and became one of the first founding and serving Commandos who would also be instrumental in establishing an elite, specialist force later known as the Special Services Brigade. His exploits would come to the attention of Adolf Hitler himself who dubbed Lovat and Stirling as dangerous terrorists and if they were by chance caught they were to be executed.

Stephen Prout explains.

Lord Lovat and Lady Lovat at Buckingham Palace, London in 1942.

Who was Simon Fraser?

Winston Churchill, in a letter to Stalin, referred to Lord Lovat aka Simon Fraser as “the handsomest man who ever cut a throat.” The Fifteenth Lord Lovat, Simon Fraser, was a professional soldier with a long running Scottish ancestry some of whom had also made their presence known in history. Those members had made their names in other battlefields in other areas, but Simon Fraser would earn his own prominence in the Second World War. He was truly an impressive individual. His reputation and achievements would see him featured in the film celebrating D-Day, The Longest Day. Actor Peter Lawford portrayed him in a scene re-enacting the reinforcement of Pegasus Bridge.

He was born in 1911 in his family home, Beaufort Castle, Inverness, Scotland. He was educated at Ampleforth College and Oxford University. In 1931 he joined the regular army and so began his military career and receive numerous decorations in his own right.

Fraser came from a long and established family line who also had served in the military. The outbreak of the war would present the opportunity for him to be awarded the DSO, the Military Cross for various acts of courage. His contribution to the war effort was impressive but some operations he and his men were assigned would be more successful and effective than others.

Lofoten Islands, Norway

One of his earlier operations happened on March 3, 1941 when Lovat led two new Commando groups, Nos 3 and 4 Commando, during what was called Operation Claymore. This was a specific raid on the German-occupied Lofoten Islands in Norway. The raid was successful with the Commandos clearly leaving their mark on enemy occupied territory. The commandos destroyed fish-oil factories, petrol dumps, and eleven ships.

They also seized encryption equipment and codebooks, which no doubt the infamous Bletchley Park found invaluable, and helped them gain the advantage in the growing Allied Intelligence Services. As well, over two hundred German troops were captured and over three hundred Norwegian army volunteers returned with the commandos back to Britain to join the Allied forces. Not all operations would be this successful but already the benefit and damage a small force could inflict on an enemy was very apparent as the British would also discover in North Africa fighting Rommel.

Hardelot - Operation Abercrombie

It was in April 1942 that Lovat would be awarded the Military Cross. He led one hundred and fifty men on a raid of the coastal town of Hardelot in Operation Abercrombie. One hundred of these were his own commandos. It was not all smooth running. It has been said that the gains from this operation were small if any and the effectiveness was in question. The raid was met by minimal opposition and due to a navigation error the fifty-man Canadian detachment lost their way and had to abort their part of the mission. Additionally, it was reported that the German defenses were not as difficult to assault or were abandoned. As the Allied detachment engaged they only encountered three Germans who withdrew immediately. The official report recorded, "no determined opposition". Separately a team of twelve men were sent to destroy the searchlights but failed to execute their objective due to lack of time. The Navy engaged and damaged an undetermined number of German E-Boats.

Nevertheless, six 150mm batteries were destroyed although they were not an immediate threat to the Allies. However, it would have irked the Germans and boosted the French Resistance that the Allies were still very much in the war. Despite the lack of enemy engagement Lovat earned a glowing citation that described his leadership as “speedy and clear headed,” “cool” and that he “exercised faultless control” with a “bold and skilful handling of his forces” and a “success without loss of troops.” Two Bren Gunners were in fact lost due to a vehicle sinking but not in combat. His later operations would be more costly - in August of that year he would be involved in the tragic Dieppe debacle – Operation Jubilee. Hardelot at least readied his men for such an assault.

Dieppe – Operation Jubilee

Lovat would also receive recognition in Dieppe in August 1942 despite the fact the mission was a costly mission and a failure for the Allies. The whole operation cost the Allies over four thousand men dead, captured or injured in an early attempt to assault Nazi occupied Europe. The saving grace was that lessons were learned for Operation Overlord two years later.

No. 4 Commando under Lovat had captured their objectives which was the only successful part of the operation, with most of his men returning safely to Britain. They had also earned themselves their fearful reputation that reached German Military High Command.

According to Hilary Saunders, the official biographer, the men were to arouse such a passion of hate and fear in the hearts of their enemies that first Von Runstedt and then Hitler in 1942 ordered their slaughter when captured down to the last man. Lovat had 100,000 Reich marks placed on his head, dead or alive.

Dieppe was a mixture of combined assaults on the coast of France. The idea was twofold: firstly, to present to the public and more importantly the Soviet Union that the Western Allies were very much serious about opening a second front. The Soviets were under extreme pressure and felt the West had left them to face much of the Wehrmacht. It was hoped a western offensive would divert at least forty German divisions from the East. Secondly, it was to obtain experience in seizing enemy occupied harbors in readiness for a major invasion that was still uncertain. Dieppe was a disaster and Allied losses were considerable in not only men but in tanks, ships, and aircraft. German losses were minimal with less than six hundred personnel dead or injured and less that fifty mixed aircraft destroyed. It was hardly the good news story the British public needed to boost morale.

Lovat’s part of the operation was the only successful portion. He was to conduct two landings six miles west of Dieppe to eliminate the coastal battery at Blancmesnil-Sainte-Marguerite near Varengeville. The attack began at 04:50 and by 0730 they had withdrawn successfully destroying the artillery battery of six 150 mm guns. It was hailed such a success that it was a model for future amphibious Royal Marine Commando assaults as part of major landing operations. Lord Lovat was awarded the Distinguished Service Order for his part in the raid. Elsewhere there was less to celebrate.

D-Day – Operation Overlord, Pegasus Bridge and Breville

Lovat would play his part on one of the most important days in twentieth century history. His part would be punctuated by an injury at Breville just six days into the invasion, bringing a distinguished active army career to end. It did not matter as much because by this time Lord Lovat had certainly contributed to the Allied war effort many times over.

Lovat’s part of Overlord started on Queen Red Beach, a specific part of Sword beach. He had by this time been made a brigadier and also appointed the Commander of the newly formed 1st Special Service Brigade. Lord Lovat's brigade was landed at Sword during the invasion of Normandy on June 6, 1944. Interestingly The Longest Day film portrays him in a white jumper and departing from standard Commando dress but in the standard battle dress.

Lovat's forces soon approached from Sword to reach Pegasus Bridge, around 1 p.m. to help Major John Howard establish defensive positions around Ranville, east of the River Orne to prevent German counter attacks from impairing the Allied invasion. It was also necessary for the Allies to take their next objective, the town of Caen, which was one of the D-Day objectives which was not achieved until much later.

During the Battle of Breville on June 12, he was seriously wounded whilst observing an artillery bombardment by the 51st Highland Division. Other officers alongside him died.

For his part in Overlord he was awarded the Legion of Honour and the Croix de Guerre by a grateful French Fourth Republic. A sculpture of him was commissioned by his family and stands on Sword beach to this day.

Injury and the end of the war

Lovat’s career in the British Military was impressive as he swiftly progressed up the ranks. His most senior promotion was given to him after his injuries at D-Day at Breville on June 12. 1944 which rendered him unable to return to the army six days after the historic Operation Overlord.

Lord Lovat made a full recovery from his injuries but could not return to the army. Winston Churchill offered him the Captain of the Honourable Corps of Gentlemen-at-Arms in the House of Lords, which Lovat declined but entered politics as the Parliamentary Under-Secretary of State for Foreign Affairs in 1945. He later took on the role as Minister of Economic Warfare which he relinquished when Winston Churchill lost the post-war British election.

Lord Lovat's political career continued in both the House of Lords and Inverness County Council. He devoted much of his time to the family estates. For a man who survived numerous and perilous wartime operations he would be struck by tragedy in peacetime. In his final years, he suffered financial ruin and the death of two of his sons him in accidents within months of each other. A year before his death, in 1995, the family's traditional residence, Beaufort Castle, was sold. His D-Day regimental Piper Bill Millin, played at Lord Lovat's funeral. There ends the story but the sculpture of him on Sword beach stands to this day that reminds us of his exceptional and singular contribution to the allies’ ultimate victory during the Second World War.

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Military Rankings of Lord Lovat’s Career

February 5th, 1930: 2nd Lieutenant
August 27th, 1934: Lieutenant
December 1st,1937: resigns regular commission
June 7th,1939: resigns reserve commission
July 8th, 1939: Captain
October 2nd, 1942: Major (war sub)
March 15th, 1944: Lieutenant-Colonel (war sub)
April 1946: Honorary Brigadier
June 16th, 1962: retirement.

Sources

Beevor, Antony (2009). D-Day: The Battle for Normandy. Viking

Ian Rank-Broadly Sculpture

Ambrose, Stephen (1985) Pegasus Bridge 6 June 1944. Simon & Schuster

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On April 1, 1945, in the final stages of the Second World War, the British Army launched Operation Roast at Lake Comacchio in Italy. This operation was part of the Italian Campaign, a critical offensive aimed at breaking the German defensive lines and paving the way for the Allies to advance towards the Po Valley. The operation is notable not only for its strategic significance but also for the exceptional bravery displayed by the troops, including actions that led to the awarding of two Victoria Crosses.

Terry Bailey explains.

German prisoners being transported through a flooded area besides Lake Comacchio. April 11, 1945.

Strategic Importance and Objectives

Lake Comacchio, a large lagoon in northern Italy, presented a formidable natural barrier. The area was heavily fortified by the Germans, who used the wetlands to their advantage, creating a series of defensive positions that were difficult to assault. The primary objective of Operation Roast was to outflank these defenses, secure the eastern bank of the lake, and facilitate the advance of the main Army towards Argenta, a crucial point in the German defensive line known as the Gothic Line.

Forces Involved

The operation was spearheaded by the British 56th (London) Infantry Division, supported by elements of the 2nd Commando Brigade and other supporting units.

Key units included:

· 56th (London) Infantry Division: Comprised of several infantry brigades, this division was tasked with the main assault across the terrain around Lake Comacchio.

· 2nd Commando Brigade: A specialist brigade trained in amphibious operations and close-quarters combat. Which was made up of No. 2 and 9 Army commandos and 40 and 43 Royal Marines commandos. The commando brigade played a crucial role in the initial assaults and in securing key objectives.

· North Irish Horse: An armored regiment that provided crucial support with their tanks, aiding in breaking through German defensive positions.

· Royal Artillery: Providing artillery support for different aspects of the assault.

· Royal Engineers: Aiding in securing vital bridges by disabling and removal of demolition charges, in addition to, making blown-up bridges serviceable.

The Assault Begins

The operation commenced in the early hours of the 1st of April, 1945. Under the cover of darkness and with the support of heavy artillery bombardment, the 2nd Commando Brigade launched their assault across the lake's eastern shore. The commandos, using small boats and amphibious vehicles struggle for hours in mud and slime, however, once in the final assault position these units moved quickly to engage German positions.

Nos. 2, 40 and 43 Commandos all made their objectives relatively quickly, although the Germans succeeded in blowing up one bridge before it was captured by No.2 Commando. No. 9 Commando initially made good progress until No. 5 and No. 6 Troops (especially 5 Troop), became seriously pinned down across a killing ground while attempting to capture the enemy position.

1 and 2 Troops made good progress down the center of the Spit, on receiving information regarding the situation of 5 and 6 Troops, 1 and 2 troop bypassed their objective in order to turn about. Laying smoke, and carrying out a bayonet charge that overran the German positions with the German defenders fleeing into the waiting Bren guns of 6 Troop.

Despite facing fierce resistance, the commando established a solid foothold, allowing the infantry divisions to begin their advance. One of the key challenges of the operation was the terrain. The area around Lake Comacchio was a mix of wetlands, canals, and embankments, making movement and coordination difficult. The commandos, however, were well-prepared for such conditions, and their training and tenacity proved invaluable.

Decisive Actions

As the commandos secured the initial objectives, the 56th (London) Infantry Division moved in to consolidate and expand the gains. The infantry faced intense combat as they pushed through the German defenses. The North Irish Horse provided critical armored support, using their tanks to destroy fortified positions and clear the way for the advancing troops.

A notable action of Operation Roast occurred on the 8th / 9th of April, when Major Anders Lassen of the Special Boat Section, (SBS), a sub-unit of Special Air Service (SAS), attached to the 2nd Commando Brigade, led a daring assault on a series of German strongpoints. Despite being heavily outnumbered and facing intense fire, Lassen and his men managed to neutralize several enemy positions before he succumbed to a burst of German machine gun fire. For his extraordinary bravery and leadership, Major Lassen was posthumously awarded the Victoria Cross.

The Role of the 2nd Commando Brigade

The 2nd Commando Brigade's role in Operation Roast was crucial. Their ability to execute swift and precise strikes against enemy positions disrupted German defenses allowing the infantry to advance was key to a successful operation. Commandos are trained to operate in challenging environments and their expertise in amphibious warfare was a significant advantage in the wetlands of Lake Comacchio.

Progress and Outcome

Operation Roast was a resounding success, achieving its objectives and significantly weakening the German defensive line around Lake Comacchio. The combined efforts of the British infantry, commandos, armored units and other supporting units forced the Germans to retreat, allowing the main Army to continue its advance towards the Po Valley.

The operation also demonstrated the effectiveness of combined arms tactics and the importance of specialized units like commandos in overcoming challenging terrain and well-fortified positions. The bravery and professionalism of the troops involved, particularly those who were awarded the Victoria Cross, played a vital role in the operation's success.

Aftermath and Legacy

The success of Operation Roast had a profound impact on the broader Italian Campaign. It paved the way for the final Allied push into northern Italy, leading to the eventual surrender of German forces in the region. The operation also highlighted the importance of coordination and adaptability in modern warfare, lessons that would be carried forward into post-war military doctrine.

The actions of Major Anders Lassen and Corporal Thomas Peck Hunter remain a testament to the extraordinary bravery and selflessness of those who served. Their stories continue to inspire future generations of soldiers and Marines and are a significant part of the legacy of the Second World War.

In conclusion, Operation Roast at Lake Comacchio stands as a pivotal moment in the final days of the Second World War, the strategic importance of the operation, the formidable challenges faced by the troops, and the exceptional acts of bravery that were recognized including the award of the two Victoria Cross all contribute to its lasting historical significance. The success of the operation not only facilitated the Allied advance into northern Italy but also exemplified the courage and determination of the soldiers and Royal Marines who fought in one of the most challenging theatres of the war.

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The Award of Victoria Crosses

The Victoria Cross (VC) is the highest military decoration awarded for valor "in the face of the enemy" to members of the British armed forces and various Commonwealth countries including previous British Empire territories.

During Operation Roast, one soldier and one Royal Marine commando were awarded the VC for their acts of gallantry and valor.

Major Anders Lassen: On the night of the 8th of April 1945, Major Lassen a Danish soldier of the SBS, a sub-unit of the SAS, led a patrol to conduct reconnaissance, cause confusion within the enemy lines and eliminate forward enemy positions. Coming under enemy fire he moved his men forward personally silencing 3 enemy positions housing 6 German MG 42 machine guns. Despite being wounded multiple times, he continued to lead and inspire his men, before succumbing to a burst of machine gun fire that mortally wounded Lassen. His actions exemplified the highest standards of bravery and leadership.

Lance Corporal, (Temporary Corporal), Thomas Peck Hunter 43 Commando Royal Marines: On the 2nd of April, 1945, Corporal Thomas Peak Hunter of the Royal Marines commando attached to the 2nd Commando Brigade, showed extraordinary courage during an assault on enemy positions.

Under heavy fire, he advanced alone across open ground, drawing enemy fire away from his comrades and allowing them to capture the objective. Hunter single-handedly cleared a farmstead housing three German MG 42s, after charging across 200 meters of open ground firing his Bren gun from the hip. He continued to provide encouragement to his men and asked for more Bren gun magazines before receiving a burst of enemy fire to his head.

His self-sacrifice and determination were crucial in overcoming the German defenses, and he was posthumously awarded the VC for his gallantry and valor.

Point of interest

The Special Boat Service (SBS) is a special forces unit of the United Kingdom under the control of the Royal Navy Admiralty and is part of the Royal Marine Commando.

The SBS traces its origins back to the Second World War when the Army Special Boat Section was formed in 1940 as a sub-unit of the Special Air Service, (SAS). However, after the Second World War, the Royal Navy through the Royal Marines commando formed the SBS special forces, initially as the Special Boat Company in 1951 then re-designated as the Special Boat Squadron in 1974—until on the 28th of July, 1987 the unit was formally renamed as the Special Boat Service, bringing it inline in respect to a designated name similar to the army special forces unit the Special Air Service, (SAS), warranting the SBS its own budget.

To this day the SAS still maintain a small boat section that works closely with the Royal Marines Commando SBS.

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The Inquisitions of the Middle Ages were a series of judicial procedures led by the Roman Catholic Church in the later Middle Ages in response to movements that the Church considered heretical. Here, Jeb Smith concludes his series by looking at the Spanish Inquisition, as well as witchcraft, Galileo, and Joan of Arc.

Part 1 on an introduction to the inquisitions is here, part 2 on who the inquisitors were is here, and part 3 on the inquisitions and freedom of speech here.

*Witches' Sabbath by* Francisco Goya, 1797-98.

The Spanish InquisitionsThe Spanish Inquisition was not a medieval institution. Before 1300, Inquisitions were virtually nonexistent in Spain.[1]The Spanish kingdom of Castile never had an inquisition, and Aragón’s was effectively defunct by around 1450.[2] It might surprise many readers to discover that, while the last person executed by the Inquisition died in 1826 (by hanging, though the Church authorities had demanded burning at the stake[3]), the institution’s power and activities had been steadily declining since the middle of the 18th century. Its foundation was near the end of 1478. However, in this country, the Inquisition’s image and reputed brutality would significantly impact the modern psyche. The Medieval Inquisition evolved into the even more severe Spanish Inquisition during the Renaissance.[4]

The Inquisition began to prevent and extinguish mob violence against the recent Jewish converts in Spain.[5] In 1478, Pope Sixtus IV granted permission to Isabella and Ferdinand to establish an inquisition in Spain. However, in 1482, the Spanish crown took over the Inquisition, despite objections from the Pope and papal inquisitors due to the Jews being denied due process in the proceedings. The Spanish Inquisition was established during the united reign of Queen Isabella and King Ferdinand, a much longer-lasting and more devastating form of the Inquisition than its medieval predecessor. Unlike the medieval version, this rendition integrated a political aspect that made everything more devastating, impassioned, and deadly to human life.[6] Religion, politics, culture and economics all played a role in igniting the Spanish Inquisition.

This was not a “true” Inquisition in that the government, not the Pope, controlled it. As the Spanish Inquisition separated from the church and papal control and came more under the domain of the crown, Pope Sixtus IV condemned it, writing that it “has for some time been moved not by zeal for the faith and the salvation of souls, but by lust for wealth.”[7] Not surprisingly, it contained political aspects. It was not a Catholic but a “national” emergency.[8]Steve Weidenkopf stated the Spanish Inquisition was “Really politics, the crown of Spain wanted to consolidate power in the south where the people were a threat to Spain’s power.”[9] The power and influence of the Pope declined after the medieval period, leading monarchs across Europe to become the new authority. Lacking political influence, the medieval papal-directed Inquisition had less power than and a different motivation to the later secular ones, such as the Spanish Inquisition.[10]

The Inquisition was used to restore the “native” Christian rulers and reclaim those positions of power that ethnic Jews had earned.[11] During the time when Muslim armies were still fighting against the Spanish crown in southern Spain, many Muslims and Jews who lived in Spain converted to Catholicism. However, many Catholic citizens were worried that some of these converts were not true believers and might help the Muslim armies invade cities, open the gates to the cities, or provide information to the enemy.

In addition, during this time there was a plague outbreak and since Jews who followed the Old Testament sanitation and health guidelines in the Laws of Moses were rarely affected, many people blamed them for the epidemic. Moreover, there were large Jewish populations in Spain, and anti-Semitism increased due to the plague. Jews were also present in high positions in the government, and many had significant incomes and power. Since some converted Jews still continued to follow many of the customs of Judaism, conspiracy theories started to emerge about false converts seeking to take over the crown, and persecution increased. To stop the persecution of true Jewish converts, the inquisitions were sent mainly to these southern cities; most of the Spanish population did not encounter the Inquisition.[12]

So the Spanish Inquisition was triggered by the mass conversion of Jews to Catholicism, prompting questions about their sincerity that needed investigation. As early as 1391, persecution of Jews started, due to jealousy and other motivations. Thousands of Jews were killed during this time. To escape persecution, many more Jews converted and also obtained high positions, especially in the royal and financial sectors, though the legitimacy of their conversions was often questioned.

Many consider the year 1492, remembered chiefly now as the year of Columbus, to have also been the foundation year of modern and unified Spain. At the very beginning of that year Isabella and Ferdinand completed the Reconquista with the fall of Granada, the last remaining Muslim polity in the peninsula, and offered the Jewish population the choice to either convert to Christianity or depart the country within four months.[13]

Operation

Over the centuries, the Spanish Inquisitions included a variety of categories of investigation, such as heresy or Protestantism. A local priest would preach to the population to explain why heresy was wrong. Afterward, an inquisitor would preach and, prior to 1500, provide a grace period for any heretics seeking forgiveness through private confession. Evidence and witnesses would be presented after the grace period, and the accused would face trial. They were provided a lawyer and a chance to repent before the trial began.

During the period of royal control, inquisitors disregarded canon law on certain occasions and relied on mere accusations to condemn heretics. This led to the confiscation of the heretics’ lands, which were then, on occasion, handed over to the crown – a convenient motivator for inquisitors to declare guilty verdicts. Pope Sixtus IV condemned such practices, stating that the inquisitors were acting unlawfully and “moved not by zeal for the faith and the salvation of souls, but by lust for wealth” and “with no regard to law, have imprisoned many unjustly, have subjected them to dire torments and have unjustly declared them heretics and despoiled them, once dead, of their goods.” Leading to the criticism of the Spanish Inquisition that it was a government-led effort to seize property for financial gain. However, even the confiscated property was used to fund the project, barely keeping it financially stable.[14]

At times, accused heretics were unfairly imprisoned for months or even years before trial, simply on suspicion. The names of their accusers were not published or made known (out of concern for the accusers’ safety), leading to corruption and personal disputes between individuals utilizing the authority of the Inquisition for personal use. However, the accused were provided with legal representation, and the court deemed testimony from personal enemies inadmissible. They were also allowed to call witnesses on their behalf.[15]

The Inquisitor prisons were healthier, had more space, and the prisoners were better provided for compared to secular ones, so much so that prisoners made purposeful heretical claims in order to be transferred to them.[16] They had access to a variety of food and wine, and some even authored books while in prison; others were allowed to come and go as they wished.[17]

Imprisonment was not punishment in our modern sense. Historian Henry Kamen writes “The penitentiary system, in which the prison itself was the punishment, did not come into existence in Europe until the nineteenth century. By the Instructions of 1488 Inquisitors could at their discretion confine a man to his own house or to some other institution such as a convent or hospital, with the result that very many ‘prisoners‘ served their sentences in moderate comfort.”[18]

In the inquisitor jails, prisoners could purchase food, comforts, wine, paper, and ink, which some even used to write and publish books.[19] Prisoners received adequate nutrition and medical care and celebrated holidays such as Easter and Christmas.[20]

Torture and Death

If torture was used, the method and duration were recorded. It could not be used for more than 15 minutes, no blood or threat to life and limb could result.[21] The Spanish Inquisitors employed torture less frequently than secular courts did, in fact in only 2% of the cases was it used.[22] Torture could only be used when evidence indicated a guilty verdict but the accused refused to confess. Only a minority of cases, approximately one-third, resorted to torture even when the evidential circumstances permitted it. A confession would immediately stop torture and if a confession was made under torture, the accused was given a day of rest and asked once more without torture.

Helen Rawlings wrote of the Spanish Inquisition, “Inquisitors themselves were skeptical of the efficacy and validity of torture as a method.”[23] The techniques employed were identical to those utilized by secular Europe during that period. Professor Burman noted that it was not until the 17th and 18th centuries that “books inspired and elaborated a legend of violence and torture far worse than the reality of the Inquisition. Though it is undeniable that a good deal of torture took place during the long history of the Spanish tribunal, most serious contemporary historians present a fairer and more balanced interpretation of the Spanish Inquisition.”[24]

The death penalty was reserved only for relapsed heretics who remained unrepentant and defended their views.[25]And throughout his duty, the Inquisitor aimed to preserve a heretic’s life, rather than condemn them to death.[26]Professor Stark said that compared to secular courts of the day, “The Spanish Inquisition was a consistent force for justice, restraint, due process, and enlightenment.”[27] Repentance is what was desired, even from those about to be condemned to death.[28]

The Inquisition was not an all-encompassing force, but a small number of officials (bureaucracy did expand it over time), barely stayed financially afloat and scarcely came into contact with the majority of the population outside of larger towns. It had little to no impact on 90% of the population.[29] Scholar Henry Kamen wrote that outside of specific significant cities, “a town might see an inquisitor maybe once every ten years, or even once a century: many never saw one in their entire history.”[30] Critics have exaggerated the number of executions during the Spanish Inquisition. Professor Stark said that compared to secular courts of the day, "The Spanish Inquisition was a consistent force for justice, restraint, due process, and enlightenment."[31]For instance, only 15 people were executed from 1575-1610, and eight were executed from 1648-1694.[32] One hundred fifty thousand were put on trial during the Spanish Inquisition, but only 3,000 were executed.[33] A large enough number, but this still goes against the common perception of the Inquisition’s unceasing brutality.[34] Only 1.8% of those who stood trial were executed, usually repeat offenders who refused to repent.[35] According to Michael Warren Davis, the state of Texas executes twice as many people per year as the Spanish Inquisitions did.[36] More people in the United States die during certain months from car accidents than in the Spanish Inquisition over 250 years! Speaking of the Spanish Inquisition Professor Edward Peters wrote, “In spite of wildly inflated estimates of the numbers of its victims, it acted with considerable restraint in inflicting the death penalty, far more restraint than was demonstrated in secular tribunals elsewhere in Europe that dealt with the same kind of offenses.”[37]

Positives?

During the time when Europe was experiencing numerous revolutions, the Spanish Inquisition helped keep Catholic Spain unified. The Inquisition helped maintain Spanish religious unity and prevented the (far more deadly) wars that ravaged the rest of Europe during this period. If a major conflict had occurred the loss of life would have been significant, but the Spanish Inquisition indirectly prevented this from happening. More lives were likely saved than lost as a result.

Further, during the 16th and 17th centuries, the craze for witch hunts was almost nonexistent in Spain, in contrast to other parts of Europe where witch hunts were prevalent due to the lack of an Inquisition or a weaker influence of it.[38]Being accustomed to evaluating evidence as lawyers, Inquisitors were among the most vocal and prominent skeptics of the secular witch craze. The Spanish Inquisition made the witch craze almost nonexistent in Spain, whereas many suffered in places that lacked Inquisitors, such as England.[39]

Having a fair and impartial outsider who is trained and knowledgeable about conducting trials can make a significant difference in saving lives from enraged mobs. An excellent example of this is during the middle of the witch craze hysteria in 1612 when Spanish inquisitor Alonso de Salazar Frías investigated 1,802 people accused of witchcraft and, after careful examination of their claimed magical powers and alleged sex with demons, declared, “I have not found even indications from which to infer that a single act of witchcraft has really occurred.”[40] Had these accused individuals been left to the mercy of an angry and fearful mob, it is unlikely that many would have survived.

The secular Spanish Inquisitions during the Renaissance (a movement away from Christendom) are often used to criticize Christians and warn against implementing a Christian-based society. The argument is that if we return to such a society, people will be burned at the stake again. However, it’s worth noting that more modern secular societies have also committed crimes that have been far more devastating to humanity based on their own worldviews and political systems. Comparatively, these crimes make the Inquisition seem peaceful and tolerant.[41] Further, the Spanish Inquisition was basically stopped in its tracks by Inquisitor Alonso de Salazar Frías as regards witch executions.[42]

The consequences of allowing society to become secular have been devastating to human life, liberty, and happiness.[43] During the height of Spanish power and prestige, the Spanish Inquisition reached its peak. Clearly, it did not cause a backward result in the country or lead it into a “dark age.” Also, think of the destructive nature of many modern philosophies such as communism, socialism, Nazism, fascism, nationalism, racism, and blind obedience to the state and how they have killed hundreds of millions of people. Ideas have consequences, and the medieval mind and the medieval Church sought to prevent such damaging ideas from spreading in the name of ‘free speech’.

However, especially in its early years, there was widespread opposition to the Inquisition at various times, especially from local authorities and “compact” towns as they often violated local laws and constitutions and customs, the thing was “new.”[44] Local priests and bishops objected because dealing with heretics and the like during the Middle Ages was left to local control, not a crown-endorsed centralized Inquisition. Further, locals, both lay and clergy, often stated that conversion should be done via “persuasion,” not force.[45] Holding to a more Medieval mindset, conversion is not made by fire but, as one author wrote, “by water” (baptism), which was more successful.[46]

Galileo and Joan of Arc

The trial of Galileo in 1633 is often viewed as an example of the overbearing nature of the Inquisition. However, many facts go unnoticed, and his trial remains, as Professor Burman wrote, “quite different from that often portrayed.”[47]

According to Burman, the belief that Galileo was condemned for his astronomical views is a widespread misconception. The main reason for his condemnation was his involvement in a philosophical dispute related to the Eucharist and his refusal to follow standard “protocol.”[48] Galileo was sentenced to house arrest not for supporting the Copernican system but for violating unrelated Inquisition terms. Galileo often made enemies, and he provoked the Inquisitors. It is worth noting that Inquisitors had previously approved other works by Galileo. His punishment was 22 days in “the handsome and commodious apartment of the official of the Inquisition.”[49] During his stay, he was allowed to hire servants and was required to recite seven Psalms once a week for three years. Additionally, he was put under house arrest but was not subjected to any form of torture.

Another famous post-medieval Inquisition trial was that of Joan of Arc. Her wrongful conviction was not a result of the Inquisition but rather a trial that was clearly and solely influenced by politics. After her death, she was eventually recognized as a saint.[50] She was subjected to a trial by her political adversaries, who handpicked the prosecutor. Those who opposed the unjust trial were incarcerated. Joan of Arc underwent a posthumous retrial conducted by Church authorities, which included supervision by the Inquisitor General, in 1455. She was found not guilty and was declared a saint in 1920.

Witchcraft

The Catholic Church is often held solely responsible and blamed for the witch hunts, but Protestants and secularists also carried out their persecution.[51] Further, witchcraft was subject to the authority of the Inquisitors only if it was linked, which was probably frequent, to heresy.[52] After investigating claims, the Inquisitors were among the first to be skeptical of the witch craze.[53] During the Middle Ages, witchcraft was believed to be aimed at causing harm or destruction to individuals or possessions. Additionally, the observance of witchcraft and pagan festivals was thought to involve making a pact with Satan or other evil entities. As I mentioned earlier, witchcraft persecution was not prevalent during the Middle Ages from 700-1300 A.D. As with heresy, the Inquisitors could not carry out punishment for witchcraft. The civil courts judged them because they were guilty of harming others.[54] Also, like heresy, the accused should be fairly tried: “Judges do not deprive a prisoner of his legal rights without very good cause, for this cannot be but an offense to Almighty God.” And “the accused shall as far as possible be given the benefit of every doubt.”[55]

The mob tends to react quickly and irrationally when they are afraid.[56] During the COVID-19 pandemic, many medical professionals and authorities made claims about the virus, its symptoms, prevention, and more that were based on inadequate data and considerably exaggerated. Yet, despite the paucity of evidence, the mob believed them. Similarly, many authorities fueled the fire during the witch-hunt period by making similar claims about witches. Once the mob was incited, it became incredibly difficult to calm them down.

During times of extreme death rates among loved ones, family, friends, and even church officials, fear can take over people’s minds, cause delusions and inhibit rational thought. In the late 14th century, as Europe was hit by plagues, crop failures leading to famine, wars, increased governmental control and moral decay, people sought to assign blame for what appeared to be divine judgment on the nations. In this emotional and terrifying time, witches (who were both male and female) were widely believed to be in contact with the devil, who was thought to provide them with powers to commit unprecedented acts of evil, accusations based on first-hand testimonies of witches, former witches, and other witnesses.

According to such testimonies, witches engaged in horrifying acts of boiling children alive and consuming them.[57]They were also believed responsible for the numerous natural and other disasters that began during the 14th century.[58] Witches were believed to engage in everything from sexual perversion to child sacrifice during their rituals; even by modern standards, they would find themselves condemned. Witches were believed to have the power to harm people and animals, often by poisoning them. Authorities could only execute someone for practicing witchcraft if they could prove that their dark arts had caused harm to someone.[59] Witches were often accused of murdering children, yet they could not be sentenced unless the victims’ bodies were found.[60] Yet, even confessed witches could still find forgiveness in Jesus.[61]

According to Professor Rodney Stark in Bearing False Witness, the number of claimed witch deaths is often exaggerated. The accurate number is around 10,000, not upward of 100,000.

The infamous Salem Witch Trials are also used to attack a Christian society. Yet, they did not follow Biblical evidence and witness requirements, or trial guidelines. The judge and jury repented publicly, asked God for forgiveness for the mistake they had made and declared they were ignorant of how they violated the Bible’s judicial system, and the families of those who suffered were compensated.[62]

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com

Bibliography -Bede. Ecclesiastical History of the English Nation. New York, London: J.M. Dent; E.P. Dutton, 1910.

-Burman, Edward. The Inquisition: The Hammer of Heresy. Dorset Press, 1992.

-Carroll, Warren H. 1993. The Glory of Christendom. N.p.: Christendom Press.

-Catechism of the Catholic Church: Complete and Updated. Crown Publishing Group, 1995.

-Kors, Alan Charles, and Edward Peters, editors. Witchcraft in Europe, 400-1700: A Documentary History. University of Pennsylvania Press, Incorporated, 2001.

-Davis, Michael Warren. The Reactionary Mind: Why Conservative Isn't Enough. Regnery Gateway, 2021.

-Durant, Will, and Ariel Durant. The Age of Faith (The Story of Civilization, Volume 4) (Story of Civilization). Simon & Schuster, 1980.

-Ferrara, Christopher A. 2012. Liberty, the God That Failed: Policing the Sacred and Constructing the Myths of the Secular State, from Locke to Obama. N.p.: Angelico Press.

-Hoffmann, Richard. An Environmental History of Medieval Europe. Cambridge University Press, 2014.

-Holmes, George, ed. 1988. The Oxford Illustrated History of Medieval Europe. N.p.: Oxford University Press.

-Jarrett, Bede. 2007. Social Theories of the Middle Ages, 1200-1500. N.p.: Archivum Press.

-Jones, Andrew W. 2017. Before Church and State: A Study of Social Order in the Sacramental Kingdom of St. Louis IX. N.p.: Emmaus Academic.

-Kamen, Henry. The Spanish Inquisition: A Historical Revision. Yale University Press, 2014.

-Kors, Alan Charles, and Edward Peters, editors. Witchcraft in Europe, 400-1700: A Documentary History. University of Pennsylvania Press, Incorporated, 2001

-L. PLUNKET, IERNE L. 1922. EUROPE IN THE MIDDLE AGES. London Edinburgh Glasgow Copenhagen New York Toronto Melbourne Cape Town Bombay Calcutta Madras Shanghai, England: OXFORD UNIVERSITY PRESS.

-Madden, Thomas, director. “The Modern Scholar: Heaven or Heresy: A History of the Inquisition.” 2008.

-Madden, Thomas. “The Medieval World, Part II: Society, Economy, and Culture.” The Great Courses Series, 2019.

-The following citation were derived from Medieval Sourcebook Fordham University (“Confession of Arnaud Gélis, also called Botheler "The Drunkard" of Mas-Saint-Antonin”)(“Confession of Baruch, once a Jew, then baptized and now returned to Judaism”) (GUI, BERNARD, and Translation by David Burr. “BERNARD GUI: INQUISITOR'S MANUAL.”.)(Schroeder, H. J., translator. The Disciplinary Decrees of the Ecumenical Counci,. St. Louis:, B. Herder Book Co., 1937).(Agobard of Lyons, and Translated by W. J. Lewis (aided by the helpful comments and suggestions of S. Barney) from the Latin text in p. 3-15 of: Agobardi Lugdunensis Opera Omnia, edidit L. Van Acker. Turnholt: Brepols, 1981 (Corpus Christianorum. Continuatio Mediaevalis, 52);.Agobard of Lyons (9th Century): On Hail and Thunder.”)

-Pernoud, Regine. Glory of the Medieval World. Dobson Books Ltd, 1950.

-Peters, Edward. Inquisition. University of California Press, 1989.

-Rawlings, Helen. The Spanish Inquisition. Wiley, 2006.

-Smith, Jeb. 2024. Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty.

-Smith, Jeb. 2023. The Road Goes Ever On and On. N.p.: Christian Faith Publishing, Incorporated.

-Stark, Rodney. Bearing False Witness: Debunking Centuries of Anti-Catholic History. Templeton Press, 2017.

-Thatcher, Oliver J. “The Library of Original Sources - Vol. IV: The Early Medieval World, pp. 211-239.” Milwaukee: University Research Extension Co, 1901.

-Tierney, Brian, and Sidney Painter. Western Europe in the Middle Ages, 300-1475: Formerly entitled a History of the Middle Ages, 284-1500. 4th ed., Knopf, 1983.

-Weidenkompf, Steve, director. The Real Story of the Inquisitions. Catholic Answers.

-Weidenkopf, Steve. The Real Story of Catholic History: Answering Twenty Centuries of Anti-Catholic Myths. Catholic Answers, Incorporated, 2017

-Wickham, Chris. Medieval Europe. Yale University Press, 2017.

[1] (Durant 1950, 783)

[2] (Burman 135)

[3] (Kamen 373)

[4] (Jarrett 2007, 210)

[5] (Stark 128)

[6] (Burman 136, 207)(Madden2008)(Smith 2024)

[7] (Kamen 58)

[8] (Burman 151)

[9] (Weidenkopf)

[10] (Peters 57)

[11] (Burman 137)

[12] (Weidenkopf 2017, 114)

[13] (Burman 138)

[14] (Burman 139)(Peters 91)

[15] (Burman 145)

[16] (Kamen 235)

[17] (Kamen 237)

[18] (Kamen 251)

[19] (Burman 145-146)

[20] (Burman 177)

[21] (Stark 122)

[22] (Stark 122)(Peters 92, 112) (Weidenkopf 2017, 122) (Kamen 239-240)

[23] (Rawlings)

[24] (Burman 150)

[25] (Burman 153)

[26] (Burman 153)

[27] (Stark 119)

[28] (Kamen 260-261)

[29] (Kamen 75, 348)

[30] (Kamen 225)

[31] (Stark 119)

[32] (Burman 152-153)

[33] (Peters 87) (Kamen 260-261)

[34] (Burman 156)

[35] (Stark 121-122) (Kamen 248, 254)

[36] (Davis 2021 54)

[37] (Peters 87)

[38] (Stark 124)

[39] (Kamen 293-300)

[40] (Burman 182)

[41] (Smith 2024)

[42] (Kors and Peters 408)

[43] Monarchy

[44] (Kamen 75-76)

[45] (Kamen 60)

[46] (Kamen 77-78)

[47] (Burman 172) “The Trial of Galileo” (Burman)

[48] (Burman 175)

[49] (Burman 174) (Peters 249)

[50] (Burman 105)

[51] (Burman 190)

[52] (Burman 119)

[53] (Peters 111)

[54] (Kors and Peters 204-205)

[55] (Kors and Peters 207-208 220-221)

[56] (Smith 2024)

[57] (Kors and Peters 192, 293)

[58] (Kors and Peters 236)

[59] (Peters 113)

[60] (Burman 186)

[61] (Kors and Peters 308)

[62] (Kors and Peters 436-437)

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Major General Henry Halleck was a central figure in the US Civil War, being the General in Chief of the Armies of the United States from 1862-1864. However, he is often overlooked and even outright denigrated by modern minds. His portrayal in historical descriptions and fictional accounts borders on the derisory. Typical character traits that are emphasized include being a bureaucrat, a wine gourmet, and emotionally separated from the battlefield. These polarizing depictions do not give credit to a general who was a highly skilled political and administrative man who was indispensable to victory. Part of his negative historical reputation is that he wasn’t a great field commander during the war, but the concept that generals have to be battle warriors rather than policy or administrative types may fill the popular mold, but it’s not correct. Few people have the hands-on experience of foreign policy that generals do. So, men like Dwight Eisenhower, George C Marshall, Douglas MacArthur, William Westmoreland, David Petraeus, and Mark Miley deserve recognition for primarily setting policy. But Halleck lacked the diplomatic skills among his peers that these more successful men had, which may be why we remember him with such disdain.

Lloyd W Klein explains.

*Major General Henry Halleck during the US Civil War.*

Early Life and Career

Halleck was born on a farm in Upstate New York and hated that life. He was raised by an uncle who set him up for a military career. He went to West Point where he excelled, graduating 3rd in his class. He was a favorite student of Dennis Hart Mahan. He became a member of the elite Army Corps of Engineers, who studied and improved the defenses of New York Harbor and traveled to Europe to see what the French were doing. He along the way wrote books on military science. He gave a series of lectures in Boston which were collected and published in 1846 as Elements of Military Art & Science.

On his way to California for the Mexican War, he didn’t waste his time playing shuffleboard; he instead did something that made him quite famous. He translated Jomini’s Vie Politique et Militaire de Napoleon into English. This book made him famous in America and in Europe. The point of this book was how Napoleon used his military power to achieve political ends.

He was engaged at the Battle of Mazatlán but was primarily an administrative officer. Having achieved a reputation as a military scholar, he acquired the nickname “Old Brains”.

After the war, he resigned from the army opened a law firm, and became secretary of state of California. He married Elizabeth Hamilton, Alexander Hamilton’s granddaughter. He resigned from the army in 1854. His firm Halleck, Peachy, and Billings was highly prominent. He also was for a time president of the Atlantic and Pacific RR. He also remained a Major General in the California militia. Through land speculation, became a wealthy man. He owned a 30,000-acre ranch in Marin County.

The Civil War Begins

When the Civil War broke out, Halleck promptly volunteered, and Abraham Lincoln promptly made him a full major general. Despite being out of the army at that point for 7 years, he was ranked only by Winfield Scott, George McClellan, and John C. Frémont.

In November, Halleck was sent to St. Louis in command of the Department of the Missouri. He replaced Frémont, who had been nothing short of a disaster. The department was rife with corruption and fraud. Halleck quickly put his administrative talents to work, and within a few months restored a measure of order to a region defined up to that point by chaos.

A series of important Union victories in his department followed. Even though he did not lead the troops personally, his organizational work had helped and Halleck, rightly or wrongly, received much of the credit. These included Pea Ridge, Island No. 10, Fort Donelson, and Shiloh. Although he was not the commander in the field in any of these battles, he was responsible for ordering the movements that led to the battles, supervising the generals who were there, and supplying their forces.

After Shiloh, he led the Corinth campaign. His approach was to move slowly and entrench every mile or so. His methodical style was not what was needed. Beauregard was able to hold the city for over a month, then retreat without a battle. In retrospect, he could have captured the town in a week. Keeping in mind that he was a student of Mahan, and translated Jomini, both defense-minded strategists, he was fighting a Napoleonic war, not the Civil War. Old Brains was strategically obsolete.

Halleck & Grant

His relationship with his best subordinate general was difficult. When the senior manager has in his department a budding genius, how that relationship plays out tells you oodles about the kind of person he is. Ulysses Grant was a brigadier general in Halleck’s department who had never been in command of anything before, perhaps including his own sobriety. But Grant proposed an amphibious combined forces operation on the Tennessee and Cumberland rivers to take out Forts Henry and Donelson. Nothing like that had ever been tried and certainly was not in the books Halleck had written. I’m not sure what any of us would have thought about Sam Grant in January 1862 if we were his superior, especially when he proposed an aggressive attack to a defense-minded Old Brain.

But the resulting victory and capture of 14,000 confederates as the eastern theater was doing nothing made Halleck an important man. He promoted Grant but then relieved him, only to reinstate him. Grant wondered about this, leading to a highly cynical response from Halleck that whistles throughout history.

What did Sherman and Grant think about Halleck at this point? Was it accurate?

What changed Halleck’s mind about Grant’s plan for Fort Donelson was President Lincoln’s need for a victory. Lincoln was insistent that an offensive be started, and Halleck had no better ideas. Lincoln order was issued January 27th, ordering all Federal forces to advance on February 22nd.

But despite the victories at Donelson & Henry, Halleck initially demoted him. Grant left his district to meet Buell in Nashville and did not immediately stop looting at the two captured forts. Halleck also cited rumors of renewed alcoholism. There are rumors of a rogue telegraph operator tossing Grant's messages to Halleck, but Halleck had issues throughout the war. The recent Samuel Curtis bio suggests that Halleck had his aides create a digest for all communications, so Halleck was constantly under the impression that his subordinates were not communicating to him regularly when the digest failed to represent their activity. Ostensibly, for whatever reason, Halleck claimed Grant had gone incommunicado, but there appears to have been some jealousy involved because instead of claiming that Grant was not communicating appropriately, Halleck accused him of being drunk.

Once again, Lincoln and Stanton intervened. Lincoln asked Halleck to forward specific charges against Grant for official review, and Halleck was promoted to command of all armies in the west. His jealousy being sated and his hand called, Halleck restored Grant to command. Their correspondence is ironic because Grant complained about his arrest by claiming "… there must be enemies between you and myself" and Halleck responded "…there are no enemies between myself and you," which was the truth because the enemy was Halleck himself.

Why Halleck wanted to take credit for Grant’s victory isn’t hard to understand; because it was the first major Federal victory of the war, and Halleck could parlay the victory into command of all forces in the West. Lincoln needed a general who wasn’t afraid to fight. In that sense, Halleck was a clone of McClellan, and they couldn’t have that in both theaters. Grant asked him if someone was giving Halleck bad reports about him, Halleck responded in the negative without telling him that it was he, himself, responsible. Halleck was not the commander of the Western Theater; Buell was his competition. Halleck needed the credit for his advancement.

At this stage of the war, both Grant and Sherman thought highly of Halleck and owed him their positions. Halleck was the master at that point in the war, certainly in terms of paperwork and administration. Grant had many of the qualities of a great leader that Halleck would never have: gut instinct, fearlessness, and indomitable energy. But any book on being a CEO today will tell you just as important is a sense of humility. If you find yourself the smartest person in the room, you're in the wrong room. Grant was not a great military thinker, but he was the greatest idea aggregator. He sought to surround himself with thinkers and then would forge plans as an aggregate of the part. Grant regarded Halleck as "one of the greatest men of the age" and Sherman described him as the "directing genius". And why not? Halleck was in command of the best department in the Army at that point. Curtis had won at Pea Ridge, Pope at Island Number 10, and Grant at Donelson. And in fact, he deserves some of the credit. Halleck understood grand strategy a little better than McClellan and had the ability to recognize and promote talent, but also the ambition and ego to resent being overshadowed by their successes. Lincoln put him in the right place - where he could have rank and wield some power, and be close to power, but where he couldn't interfere any more than Lincoln himself allowed him to. He was more than a clerk but much less than the commanding general he wanted to be.

Advancement to General-in-Chief

In March 1862 Halleck was given command also of Ohio and Kansas, placing Buell under his command. With Grant under personal attack after Shiloh, Halleck arrived to personally command this army and move on to Corinth. While Grant felt that he was being shunted aside, Halleck to some extent was doing them both a favor.

With the fall of Corinth and the collapse of the Peninsula Campaign, Halleck was transferred east to become General-in-Chief. He placed Grant in command of most of the Western forces. Lincoln was hopeful that Halleck could stimulate aggressiveness; but while Halleck excelled at training, supply, and deployment, he was awful as a strategist and unable to work with the generals under him, who simply ignored him.

Most accounts of Halleck moving Grant to his second in command suggest a nefarious motivation. The problem is that while how things turned out for Grant is well known, after Shiloh, he was under a massive media attack. The fact that Grant had been the victim of a surprise attack made him, at that moment, tough to support. But as much as Halleck didn’t support Grant, he was even less inclined to trust the volunteer generals under him.

But his failings at this level of command would soon become obvious. His biggest failure was the coup de grace for Lincoln’s views of him. When McClellan didn’t come to support Pope at Second Manassas, Lincoln lost hope in Halleck, calling him “little more than a first-rate clerk”. To be fair, there were no better generals for either Lincoln or Halleck to select from, and it’s a bit unfair to pin the blame on Halleck. Lincoln had promoted him to get the results he had in the west, but with eastern generals. Still, Halleck was a bit thin-skinned and thereafter refused to take direct responsibility for anything that happened.

His subordinates had little respect for him. McClellan said of Halleck, “Of all the men who I have encountered in high position, Halleck was the most helplessly stupid. It was more difficult to get an idea through his head than can be conceived by anyone who never made the attempt. I do not think he ever had a correct military idea from beginning to end.” Gideon Welles, the Secretary of the Navy wrote, “Halleck originates nothing, anticipates nothing to assist others; takes no responsibility, plans nothing, suggests nothing, is good for nothing."

Grant Supersedes Halleck

Grant was promoted to Lt Gen and general-in-chief on March 12, 1864. Halleck became chief of staff, and Grant graciously stated that he had been relieved at his own request. Grant of course took a completely different view of the job than Halleck had, accompanying Meade’s army in the field and setting strategy at the battlefield.

Which left Halleck back in Washington, doing what he did best: ensuring proper supplies, equipment, and manpower. He supported Grant’s initiatives politically and the two worked very well in complementary roles. But with Jubal Early threatening the city, Halleck had responsibility for its defense. Halleck’s inability to organize a defense of the capital was his final disgrace. Chaos reigned. He did ultimately gather together a force that held Early off. Were it not for Monocacy, he might have entered the city.

After the War

With Lincoln’s assassination, Stanton took the first opportunity he could and moved Halleck out of Washington to a new job, where Halleck made a very serious political enemy. Stanton had had enough of Halleck, and without Lincoln around to hold him back, he made Halleck commander of the Division of the James, which meant Richmond. When Sherman offered Johnston the infamous gracious original surrender terms, Stanton suggested that Sherman was a traitor (actually, he was implementing what he thought Lincoln would have wanted based on their meeting at City Point) and Halleck, ever the politician, went along with it. This upset Sherman; and things deteriorated when at the Grand Review Halleck ordered one of Sherman’s Corps to pass him, which Sherman countermanded. This was a shocking turn of events since Halleck had given Sherman every opportunity to rehabilitate himself when he was deemed “crazy” at the start of the war.

Consequently, just 4 months later, Grant moved him to political exile Grant moved him back to San Francisco as commander of the Division of the Pacific. Given his home and residence there, Grant must be complimented on trying to help out his old chief as best as he could. A few years later, he was moved to command in Louisville, where he died a few years later.

Conclusion

Halleck was a bureaucrat, in every sense of the word, both good and bad. His need for success, like many of the others in the Union Army at the start of the war, precluded taking chances or doing anything not politically correct. He also had the wrong temperament for field command and was promoted beyond his capability. Still, he was an intelligent man whose inability to work with others led to terrible personal relationships, rather than he being incompetent. Administration takes on a negative connotation in the context of glorified heroes of battle, but he should be recognized for his positive contributions as well as his flaws.

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Admiral Thomas Cochrane, 10th Earl of Dundonald, stands as one of the most audacious and controversial figures in naval history. His career, marked by brilliance, bravery, and a defiance of convention, not only revolutionized naval warfare but also carved a place for him in maritime legend. From his early days in the Royal Navy to his exploits while engaged by foreign navies, Cochrane's life was a relentless pursuit of innovation and excellence, often at odds with the establishment.

Terry Bailey explains.

Thomas Cochrane as painted by copyist Archibald Eliot Haswell-Miller. Original painting by Peter Edward Stroehlin.

Early Life and Entry into the Royal Navy

Born on the 14th of December, 1775, in Annsfield, Scotland, Thomas Cochrane was the son of Archibald Cochrane, the 9th Earl of Dundonald, a man of scientific curiosity and perpetual financial woes. This backdrop of intellectual vigor and economic struggle likely influenced Thomas's character—imbuing him with a relentless drive and a disdain for bureaucratic incompetence.

Cochrane's father secured him a commission in the British Army at an early age, however, Cochrane managed to extract himself from the army commission preferring to join the Royal Navy as a Midshipman in 1793, at the age of 17, amid the turbulent backdrop of the French Revolutionary Wars. His early postings included the 28-gun frigate HMS Hind and the 32-gun frigate HMS Thetis. Cochrane's aptitude for seamanship and tactics quickly became apparent, and by 1796, he was promoted to lieutenant after passing the relevant examinations. His career trajectory continued to ascend as he distinguished himself with daring tactics and a sharp mind for naval warfare.

The Speedy and Mediterranean Exploits

Cochrane was given command of the small sloop HMS Speedy in 1800, HMS Speedy was not a remarkable vessel, and it was felt that command of such an unremarkable vessel was given to Cochrane as part punishment for his outspoken manner and behavior. However, this dent to his career path did not prevent Thomas Cochrane from excelling and the command of HMS Speedy simply marked the beginning of his legendary status.

HMS Speedy was a diminutive vessel with a modest armament of fourteen 4-pounder guns, which became a formidable adversary under Cochrane's command. His boldness and strategic ingenuity transformed the Speedy into a symbol of naval prowess. One of Cochrane's most famous exploits occurred on the 6th of May, 1801, when he captured the Spanish xebec-frigate El Gamo, a vessel three times the size of the HMS Speedy, boasting 32 guns and 319 men compared to the Speedy's 14 guns and 54 men. Cochrane used clever subterfuge, hoisting multiple flags and sailing directly into close quarters, where HMS Speedy's small size and maneuverability turned the engagement into a boarding action. Cochrane's men overwhelmed the El Gamo's crew which was numerically superior, capturing the ship in a remarkable display of naval audacity and tactical brilliance.

Political Battles and Imprisonment

Despite his successes, Cochrane's career was marred by controversies, mainly stemming from his outspoken criticism of naval administration and his political ambitions. Elected as a Member of Parliament for Honiton in 1806, and later for Westminster, Cochrane used his platform to advocate for naval reforms and to expose corruption within the Admiralty. His relentless attacks on government mismanagement earned him powerful enemies.

In 1814, Cochrane's career took a devastating turn when he was implicated in a stock exchange fraud scandal, the "Great Stock Exchange Fraud." Cochrane maintained his innocence, asserting that he was framed by his political adversaries. Nonetheless, he was convicted and sentenced to a year in prison, fined £1,000, and expelled from the Royal Navy and Parliament. Cochrane immediately escaped from prison, however, presented himself openly to protest his innocence, however, was promptly rearrested. This period was a dark chapter in Cochrane's life, but it did not diminish his indomitable spirit. It was not until 1832, that Thomas Cochrane was granted a pardon and restored to the Navy List with a promotion to rear-admiral many years after his release from prison.

Service in Foreign Navies

Undeterred by his fall from grace in Britain, Cochrane sought to continue his naval career abroad once released from prison. In 1817, he accepted an invitation to command the Chilean Navy in their struggle for independence from Spanish rule. Cochrane's arrival in Chile marked a turning point in the naval campaign. His leadership and innovative tactics, such as the use of fireships, in addition to, combined naval and land operations proved instrumental in securing key victories, including the capture of Valdivia in 1820, which significantly weakened Spanish control over the region.

Cochrane's success in Chile led to further opportunities. In 1823, he took command of the Brazilian Navy, playing a crucial role in Brazil's war of independence against Portugal. His operations in Bahia and Maranhão helped secure Brazilian sovereignty, further cementing his reputation as a liberator.

In 1825, Cochrane extended his influence to Greece, participating in the Greek War of Independence, between 1827 and 1828. Although his time in Greece was less successful, marred by political infighting and limited resources, his commitment to the cause of freedom remained unwavering.

Return to Britain and Later Years

Cochrane's international successes eventually helped pave the way for his rehabilitation in Britain. In 1832, he received a royal pardon and restoration to the navy list followed. He returned to the Royal Navy and saw a promotion to Rear-Admiral of the Blue serving with distinction. One of his significant contributions during this period was his advocacy for steam propulsion, recognizing the transformative potential of steam power in naval warfare, additionally 1847, Queen Victoria reappointed him Knight of the Order of the Bath.

His foresight contributed to the modernization of the Royal Navy and eventually, he received a promotion to Admiral of the Red in 1857, which was a relatively tranquil period compared to his earlier adventures. He authored several works, including his autobiography, which detailed his remarkable career and offered insights into his innovative approaches to naval tactics and strategy.

Legacy

Admiral Thomas Cochrane's legacy is multifaceted. He is remembered as a fearless and innovative naval commander whose exploits inspired not only his contemporaries but also future generations of naval officers. His daring tactics and unorthodox methods challenged conventional naval doctrine, earning him the nickname "The Sea Wolf."

Cochrane's influence extended beyond his lifetime, with his exploits serving as inspiration for literary characters such as C.S. Forester's Horatio Hornblower and Patrick O'Brian's Jack Aubrey, in Master and Commander. His life story, filled with dramatic turns and heroic deeds, continues to captivate historians and naval enthusiasts.

Moreover, Cochrane's advocacy for naval reform and technological advancement had a lasting impact on the Royal Navy. His early recognition of the potential of steam power and his relentless pursuit of efficiency and innovation helped shape the future of naval warfare.

Conclusion

Admiral Thomas Cochrane's career is solid proof of the power of individual brilliance and the impact of unwavering determination. His journey from a young Midshipman to a celebrated hero in multiple countries illustrates the profound influence one person can have on the course of history. Despite facing significant obstacles, including imprisonment and exile, Cochrane's legacy endures as a beacon of courage, ingenuity, and resilience in the face of adversity.

In naval history, Cochrane's name stands alongside the greatest maritime strategists and commanders. His life story is not only a thrilling saga of naval adventure but also a profound lesson in the enduring spirit of human endeavor.

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On June 7, 1942, the Japanese Imperial Army successfully invaded US territory and occupied it until September 1, 1944. The Japanese invaded two remote Aleutian Islands close to Alaska. Except for the t35,000 personnel of the US and Canadian forces who took part in the liberation of these islands, this passed largely unnoticed in mainstream history books while the world was preoccupied with events in the European theater and other campaigns elsewhere in the Pacific.

Steve Prout explains.

US troops in May 1943 at the Battle of Attu.

On June 7, 1942, Japanese forces assaulted occupied the Alaskan territorial islands of Attu and Kiska, part of the Aleutian Islands chain. Its geographical placing puts it closer to Japan than to the Alaskan mainland or actual US mainland territory, but it was a violation of the US homeland none the less. It was the only land battle in the Second World War that would take place on American soil.

Attu

When the Japanese invaded Attu they commanded a force of over two thousand men but met only about 45 Native Aleuts and two non-native inhabitants, Charles and Etta Jones.

By 1943, the occupation force grew to two and a half thousand men ready to defend against any attempts at liberation from the USA. On May 11, 1943, that day had come with the Battle of Attu.

What seemed a very low-key location and affair resulted in a costly and savage struggle, which was typical of warfare in the Pacific theater, but the fight for this Island brought about in percentage terms the high casualty rates. American forces landed unopposed; however the Japanese dug in at higher ground, lay in wait and consolidated their forces. When the fighting was over, the casualty list was high, with over 500 US deaths and just under 4,000 casualties. The Japanese paid an equally heavy price with just over 2,300 Japanese deaths. Only Iwo Jima would prove to be as costly. On May 29, the battle ended with the Japanese conducting mass banzai charges and large numbers detonating grenades against their chests instead of facing surrender. Less than thirty Japanese soldiers survived, the rest preferring death by suicide or battle.

Within a year of Japanese occupation this Island had been retaken by the US military, making it one of the territories to be liberated from the Axis Powers long before D-Day.

Kiska

Kiska was an entirely different affair. In August 1943, an invasion force of over 30,000 Canadian and American troops landed on Kiska. There was little or no enemy action. In terms of airborne engagements, the Royal Canadian Air Force No. 111 and No. 14 Squadrons saw limited action and recorded only one aerial kill of a Japanese aircraft. There were naval engagements on the part of the Japanese.

In fact, the Japanese forces had left two weeks earlier and evacuated under the cover of foggy weather on July 28, but the US was not aware of this and continued to bomb abandoned positions for almost three weeks.

Curiously, despite the Japanese evacuation, allied casualties on Kiska numbered over 300 personnel. They were injured due to a combination of friendly fire, booby traps, disease, mines, timed bombs set by the Japanese, vehicle accidents, and frostbite. Like Attu, Kiska was an extremely hostile environment and was kind to neither friend or enemy.

Conclusion

As people focus this year on the anniversary of D-Day, they often revisit the history of other major offensives. It is always interesting that there are lost pieces of history waiting to resurface or be rediscovered and this curious little episode has been unintentionally largely forgotten. This is understandable considering the size of the various competing theaters.

These revelations do not change the outcome, nor do they rewrite history but can for a moment challenge our perspective. For example, the above story now tells us that it was is not entirely true that the US homeland was unviolated by enemy action. The current belief, however, is substantially true as the invasion of that small remote area was of a small scale and the occupation by Japanese forces lasted just over twelve months. The same can be applied to Great Britain, which prides itself that the nation was unviolated, when in fact the Germans occupied the British Channel Islands thus dispelling that myth also. Even more fascinating is that these remote islands were some of the first to be liberated by the USA from the Axis forces. This then slightly changes our view that France and Italy were the earlier territories to be freed from Axis occupation.

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The age of sail (16th century to 19th century) ushered in a new era in world history with the rise of sailing trade and warfare. The age of sail provided the old world with the products and goods of the new, goods that were otherwise unknown to most cultures. The discovery and import of these goods led to huge economic booms for their nations, developed societies, and shaped the world as we know it. Sailors traveled thousands of miles to distant places no European had ever seen in search of exotic goods, and trade relationships with these nations. Sailors were truly the astronauts of their day, putting their fears and anxieties behind them to make the voyages necessary for the growth of their country.

In this article, Avery Scott aims to examine the daily lives of the sailors that helped to shape so much of the world. Beginning with the areas in which merchant vessels, navy vessels, and pirates/privateers are similar and then looking at some differences depending upon the type of vessel one served on.

A painting of the 1571 Battle of Lepanto.

The Sailors Life

Rations

The diet of almost all sailing vessels was the same. The men subsisted on salted pork, fish, or beef, ships biscuits, and a limited supply of vegetables such as peas. Additionally, sailors received unwanted calories from the weevils and other insects that burrowed their way into the ship’s biscuits while the vessel was out to sea, thus making an awful ration even worse. In some cases, sailors would have live animals aboard ship to assist in providing fresh food to the crew, however livestock tend to struggle on oceanic voyages and therefore they did not always last very long. Eventually it was learned that fresh fruit and vegetables, specifically vitamin C, were helpful in reducing cases of scurvy – a disease that ravished ships for years. Once this was discovered, rations of citrus fruit would be kept aboard. By doing so, ships were spared the ravages of scurvy.

Food rations were vital to the health and wellness of crews on a voyage, but alcohol played an equally significant role as a morale boost to the crew. Alcohol choices varied depending upon the location, distance, and time at sea. But the most common aboard were beer or ale, wine, and rum. Water was also kept aboard ship in large casks, but the water became undrinkable very quickly into voyage. Therefore, the men subsisted mostly on rations of alcohol. A persistent habit of sailors was to keep the ration of rum given throughout the day and drink the total of a day's rations at one time becoming very drunk. In answer to this, Admiral Edward Vernon (known as “Old Grog” due to the grogram coats he frequently wore) required his sailors mix their ration of rum with water. This reduced the drunkenness aboard and helped to improve the overall health of the crew, even if it did not make them particularly fond of him.

Routine

Sailing ships during the age of sail more resembled a small city than a ship. Everything needed for the voyage would be packed aboard, as well as the men with the skills necessary to keep the ship moving. Movements were all controlled like clockwork. This was done to ensure order, cleanliness, and avoid idle hands that often became drunk and disorderly. Ships all used a similar watch schedule, although it may change slightly depending upon the size of the crew, but more on that in a later section. Watches were broken down into four-hour blocks of time, with two dog watches of two hours a piece. First watch was from 8:00 p.m. to 12:00 a.m. Middle watch was from 12:00 a.m. to 4:00 a.m. Morning watch was 4:00 a.m. to 8:00 a.m. Forenoon watch 8:00 a.m. to 12:00 p.m. Afternoon watch from 12:00 p.m. to 4:00 p.m. And two dog watches from 4 p.m. to 6:00 p.m. and 6:00 p.m. to 8:00 p.m. Some sailors, such as coopers, blacksmiths, and surgeons did not work based upon the watch schedule, and they worked during the day and were able to sleep during the evenings. Each watch was noted by a bell and the bosuns’ whistle. If men were below in their hammocks they would be alerted to the start of their watch, and often “started” by a bosun hitting them with a piece of tar-dipped rope. Additionally, sleepy-headed sailors would be hurried along by cutting down the ropes of their hammocks, allowing them to tumble to the deck.

Most days would begin by cleaning the ship with holy stones to ensure the grime and dirt would be scrubbed off, this was especially important after a battle, and to keep the detritus from the live animals mentioned above to a minimum. Scrubbing the deck would be followed by swabbing and rinsing. Many captains were very particular about the cleanliness of their ships and would have the ship scrubbed with vinegar to reduce sickness. Other daily tasks were different depending upon the role a sailor filled within the vessel. Gunners would be maintaining the guns, topmen would be working the sails, officers would oversee navigation, and those special trades would be involved in their work such as carpentry or making barrels.

Money

Sailors were notoriously financially irresponsible. However, much of this may be because they were often not paid until a voyage was completed. This method was thought to reduce desertion (although it did not appear to be successful). This meant that they often went months without pay, and then received a considerable sum at one time. The men would often spend a large chunk of this money of alcohol, women, and gambling – sometimes becoming so poor they had no choice but to go aboard another vessel to ensure they had food to eat. Some sailors did manage to amass some financial means while at sea, typically through prize money – something exclusive to navy, pirate, and privateering vessels. Additionally, if men had families at home, they could have some money sent to their families or paid out by the ship’s owners from their home port. This ensured their family had money to subsist on in the sailor’s absence. If a sailor were to die at sea, their sea chest (their collection of personal effects) would be auctioned off on deck, and the money sent home to the family.

Differences

Despite the inherent similarities between the various sea trades, sailors did live different lives depending upon the vessel that they served on. In this section, I will break down some of the specifics of life aboard a merchant ship, navy vessel, and a pirate and privateer.

Merchant Ships

Merchant vessels were designed to carry massive amounts of cargo, to earn the highest revenues for the owners. This meant that ships would be very heavily laden, scarcely armed, and undermanned. These ships had little chance of standing up to a dangerous enemy as they had little resources to defend themselves with. Additionally, because manpower is expensive, ship owners would not allow for more crew than were necessary to operate a ship on a voyage. For the crew this meant each man would be required to take on additional tasks that would typically be spread between many men. These men received less sleep for their work as they were more frequently required to be on deck to handle the ship. Also, to maximize profit, the victualers for a merchant ship would be more inclined to obtain subpar or insufficient rations for the voyage.

A positive for merchant sailors was they typically did not have as strict of discipline as a navy vessel would, and this could make their lives more enjoyable while at sea. Discipline could still be hard, but flogging and other punishments were less likely to be handed down. And since the men were onboard willingly, they were more frequently allowed shore leave when in port. Finally, since merchant sailors were not engaged in any military activity, they were not as likely to be killed in a battle, although the presence of disease was an ever-present threat to all ships.

Navy Ships

Navy ships were often described as “hell” to the men that crewed the vessels. Class distinctions were ever present, and punishment for the smallest infractions could be excruciating. The crew lived and worked in constant fear of the cat-of-nine-tales, as the captain and officers were always willing to pass down punishment in the name of order. Ships would have been cramped as navy vessels required larger crews to staff the guns, account for death in battle, and the man prizes that were captured at sea. The advantage to this larger crew size is it meant less work per sailor, but it also meant disease could more rapidly spread through the ship. Many navy vessels struggled to fill their ranks and were forced to use impressment to obtain the necessary sailors. The press gangs would rove waterfront streets, taverns, incoming ships, or vessels at sea to impress men for service. Because of this method of recruitment, officers had to be constantly vigilant for signs of mutiny. The fear of mutiny was so great that most naval ships had a detachment of marines aboard to help protect the officers from mutiny. Marines also acted as regular troops during battle and could inflict considerable damage from small arms fire. Life aboard a navy ship did offer the chance of a financial reward in the form of prize money. Because the crew were entitled to prize money if they captured a belligerent nation's vessel and could successfully plunder the cargo from the other vessel. While this money was often small in comparison to the cost of life and limb, it was a motivating factor for the men.

Pirates and Privateers

While pirates and privateers have some obvious differences, they share many of the same traits. Much like Navy vessels, these ships would be heavily manned to ensure prizes could be sailed, battles fought, and crew left for the continuation of the voyage after a battle. Pirates and privateers all made a living from battle, and this increased the risk of death. Also, if captured pirates were sure to be hung for their crimes, and often led short lives for this. Additionally, privateers were considered to be pirates by the nations with which they were at war – so a similar fate would befall them if captured. Pirates also had limited access to resources as many places were patrolled by navy vessels looking to take down a pirate ship. Pirates did, however, have the benefit of being more democratic than their aristocratic partners in navy and privateer vessels and therefore could elect or depose their captains and officers if they felt they were not doing a good job. Additionally, pirate vessels wrote their own ships articles in conjunction with the entire crew. By doing so, rules were established for the common good – not just those of the owners and officers. Finally, pirates and privateers had the possibility to earn huge sums of prize money, but also risked no money if prizes were not captured.

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When most people think of the First World War, their mind is flooded with images of static trench warfare and wholesale slaughter of men's lives in exchange for strategic military real estate objectives. However, several daring raids were planned and executed throughout the conflict that is often referred to as the Great War. One such operation was the audacious raid on Zeebrugge by the British that took place on the 23rd of April, 1918.

Terry Bailey explains.

The Zeebrugge Raid in World War 1. From *Popular Science Magazine* in July 1918.

Zeebrugge is located in Belgium on the north coast of Europe. The port provided quick access to the North Sea for the Imperial German Navy throughout the First World War for their U-boats and light shipping, which the German navy was trying to threaten the Allied-controlled English Channel and the North Sea with.

As the First World War entered its final year, with both sides just as determined, the British Royal Navy conceived a daring plan to block the strategically vital German-controlled ports of Zeebrugge and Ostend. The objective was to disrupt German naval operations and prevent their submarines from freely entering the North Sea. What ensued was a daring and meticulously planned assault that tested the mettle of British sailors and Royal Marines against formidable defenses and odds.

To fully understand the significance of the Zeebrugge Raid, it is essential to grasp the strategic importance of the ports of Zeebrugge and Ostend. Located at such an advantageous position on the Belgian coast, Zeebrugge and Ostend, enabled the German Navy, to launch devastating attacks on Allied merchant shipping in the North Sea. German submarines, often referred to as U-boats, operated with impunity from these bases, wreaking havoc on Allied merchant vessels and military transports.

The Allies recognized the urgent need to neutralize these ports to stem the German U-boat threat, by blocking access to Zeebrugge and Ostend and severely hampering German naval operations. Additionally, the Allies could disrupt German supply lines, thus providing a respite for Allied merchant shipping in the North Sea. Needless to say, the stage was set for a daring amphibious assault that would come to be known as the Zeebrugge Raid.

The birth of a daring scheme

The genesis of the Zeebrugge Raid can be traced back to early 1918 when Vice Admiral Roger Keyes, commander of the Dover Patrol, proposed a bold plan to block the entrance to Zeebrugge harbor and overcome the formidable defenses of the German-held ports, Keyes devised a multi-faceted strategy that combined naval bombardment, diversionary tactics, and direct assaults on key targets.

The plan involved three main objectives:

  1. Block the entrance to Zeebrugge harbor using obsolete ships, effectively creating a barrier to prevent German submarines from leaving port.

  2. Launch a diversionary attack on the nearby port of Ostend to draw enemy forces away from Zeebrugge.

  3. Land Royal Marines and Navy assault parties to destroy key infrastructure within the ports, including the Mole, lock gates, and shore batteries.

Keyes assembled a team of naval officers and engineers to meticulously plan every aspect of the operation. They studied tidal patterns, navigational challenges, and enemy defenses to ensure the success of the mission. The element of surprise was deemed critical, and every effort was made to maintain operational security and deceive the enemy about the true nature of the impending assault.

Courage among chaos

On the night of April 22, 1918, under the cover of darkness, the British forces set sail for Zeebrugge and Ostend. A flotilla of warships, accompanied by a decoy force, approached Ostend, engaging German coastal batteries and drawing enemy fire away from Zeebrugge. Meanwhile, the main assault force, led by HMS Vindictive under the command of Captain Alfred Carpenter RN, and two Mersey ferries, Daffodil and Iris II that the navy had requisitioned due to their shallow draught and were planned to carry demolition parties.

These were furthered supported by HMS Thetis, HMS Intrepid and HMS Iphigenia, the redundant ships that were full of concrete and were to be scuttled in the narrow part of the channel. Additionally, C1 and C3 two old submarines were under tow and were packed with explosives to ram the Mole viaduct.

As they approached their objective, the British encountered fierce resistance from German coastal defenses. Searchlights illuminated the night sky and sea as enemy artillery and machine guns unleashed a hail of fire upon the advancing ships. Despite the intensity of the bombardment, the Royal Navy sailors and Royal Marines pressed on with steely determination. At Zeebrugge, the most perilous phase of the operation commenced as the assault parties prepared to storm the heavily fortified Mole.

Royal Marines and sailors, armed with rifles, grenades, and other hand-to-hand weapons, braved a barrage of enemy fire as they scrambled ashore. The fighting was brutal and chaotic, with British forces engaged in fierce close-quarters combat against determined German defenders.

The heroism of HMS Vindictive, sacrifice and valor

Amidst the chaos of the assault, HMS Vindictive, its crew and landing parties emerged as a symbol of courage and sacrifice. Commanded by Captain Alfred Carpenter, the ship played a pivotal role in the operation, tasked with landing assault parties directly onto the Mole at Zeebrugge. However, as Vindictive approached the Mole, it came under heavy fire from German coastal batteries and machine guns. Undeterred by the onslaught, Captain Carpenter maneuvered Vindictive into position, bringing her alongside the Mole under a withering barrage of enemy fire. Despite sustaining heavy casualties and significant damage to the ship, the Royal Marines and sailors aboard Vindictive courageously leaped onto the Mole, engaging the enemy in fierce hand-to-hand combat.

The bravery displayed by the crew of HMS Vindictive and the shore party was nothing short of extraordinary. Amidst the chaos and carnage of battle, they fought with unwavering resolve, determined to accomplish their mission at any cost. Despite sustaining heavy losses, they succeeded in securing a foothold on the mole, paving the way for subsequent assault waves to advance and destroy key enemy positions.

The block ships, a desperate gamble

Simultaneously with the assault on the mole, a daring operation was underway to block the entrance to Zeebrugge harbor using the obsolete ships laden with explosives. Dubbed "Operation Vindictive," the plan involved scuttling three vessels, HMS Thetis, HMS Intrepid, and HMS Iphigenia, in the narrow part of the channel leading to the harbor mouth. The task was fraught with peril, as the ships had to navigate through a maze of enemy defenses while under heavy fire from German coastal batteries. Despite the immense risks involved, the crews of the block ships pressed forward with unwavering determination, fully aware of the sacrifice that lay ahead.

As the ships approached the harbor entrance, they came under concentrated fire from German artillery and machine guns. The block ships HMS Thetis, HMS Intrepid and HMS Iphigenia maneuvered towards their respective target areas. However, HMS Thetis collided with a submerged wire net, which disabled both engines, thus unable to achieve its goal of ramming the lock gates at the end of the channel. However, the crew did manage to position it in a dredged part of the outer channel and scuttled the ship.

The other two ships were maneuvered into the narrow part of the channel and successfully scuttled effectively blocking access to the harbor. The crews of the block ships displayed remarkable courage and resolve in the face of overwhelming odds. Their selfless actions helped to achieve a key objective of the operation, further complicating German efforts to maintain control of the port.

Whereas, submarines C1 commanded by Lieutenant A. C. Newbold RN and C3, commanded by Lieutenant Richard Sandford RN, were manned by volunteer crews with one other officer and four naval ratings. These submarines had five tons of amatol packed into their bows and were to be driven into the viaduct and detonated to prevent reinforcement of the German garrison on the Mole.

Unfortunately during the passage from Dover, C1 parted with its tow and arrived too late to take part in the operation. However, Lieutenant Richard Sandford, RN on arriving at Zeebrugge decided to steer C3 into the viaduct manually instead of abandoning the vessel and depending on the automatic steering system. The viaduct was destroyed when the demolition charge exploded.

The aftermath and assessing the impact

The Zeebrugge Raid, while not achieving its primary objective of permanently blocking the ports of Zeebrugge, nevertheless had a significant impact on the course of the war. The audacity and bravery displayed by British sailors and Royal Marines boosted morale on the home front and dealt a psychological blow to the German Navy.

Although the ports remained operational, the damage inflicted by the raid disrupted German naval operations and forced them to expend considerable resources on repairs and reinforcement of coastal defenses. Furthermore, the blocking of the Zeebrugge harbor entrance for a limited time impeded the free movement of German U-boats, providing a temporary respite to the merchant fleet.

Victoria Crosses awarded for the Zeebrugge raid

The Zeebrugge raid saw so many acts of unwavering bravery and courage that 8 Victoria Crosses were awarded.

Under Rule 13 of the Victoria Cross warrant, a ballot was stipulated to select some of the recipients, the reason for this was simply because the acts of valor observed were so numerous and spread across all participants of the operation that it was impossible to award everyone such a high award.

Lieutenant Commander Arthur Harrison - Royal Navy ( posthumous )

Able Seaman Albert McKenzie - Royal Navy ( elected by ballot )

Captain Alfred Carpenter - Royal Navy ( Command HMS Vindictive ) ( elected by ballot )

Lieutenant Commander George Bradford - Royal Navy ( posthumous )

Lieutenant Percy Dean - Royal Naval Volunteer Reserve

Lieutenant Richard Sandford - Royal Navy ( Command HM Submarine C-3 )

Captain Edward Bamford - Royal Marine Light Infantry ( elected by ballot )

Sergeant Norman Finch - Royal Marine Artillery ( elected by ballot )

This was the last time that Victoria Crosses were awarded by ballot, although the rule remained within the Victoria Cross warrant.

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Propaganda and censorship have long been a tool used during war - and particularly with the advent of the printing press and electronic means of communication. Here, Amy Chandler looks at their role during World War Two in Britain.

A British World War II propaganda poster related to the 1940 Battle of Britain.

The way that society today consumes news and information is ever changing with the influx of social media and less direct channels of information through podcasts and a plethora of broadcasters all vying for attention in a saturated market. Many of these information sources have different validation processes or have multiple eyes on ensuring that information is correct and up-to-date. Recently, there have been cases of advanced technology like artificial intelligence (AI) manipulating images, videos and voices that spreads false information. The war against misinformation is rife, but during the Second World War (WW2) Britain was fighting not just Germany and its allies, but the war on keeping secrets from enemy hands. The rules of censorship were strict and the process to approve news reports was lengthy under the principle of ‘self enforcement’. This policy issued newspapers with topic guidelines that adhered to censorship and reporters submitted stories for review. (1) These stories went under rigorous review and redacted under the official policy, for example redacting weather reports, location of military manoeuvres and any other information that could be used to infiltrate British operations. Only approved reports would be stamped with an official stamp with changes marked in blue pencil and stories that were deemed unacceptable and not ‘Passed for censorship’ were liable for prosecution. In some instances the Ministry of Information (MOI) applied retrospective censorship to news outlets, for example the arrival of British Expeditionary Force in France, 1939, which caused crisis in Government and disgruntlement with the Press. (1) This article will explore how the British Government used wartime propaganda to boost morale and how important censorship was in ensuring military victory.

Ministry of Information

In the face of war across Europe, the British Government passed the Emergency Powers (Defence) Act (1939) that granted the Government power to take any necessary actions in wartime, which extended to controlling many areas of society, such as rationing and blackouts. (2) These defence regulations superseded the usual channels and processes that controlled law making and existing rules. The outbreak of war changed the way society ran and in turn created a higher level of extended control to achieve order. Britain is generally presented as a liberal country with freedom of speech a necessity in society. However when in the throws of war the need to control what information was broadcasted was not easy. During wartime the MOI was a “servant of all Government Departments” where the majority of all departments needed to “use publicity campaigns to tell the public what they would like them to do and why.” (3) During wartime, these campaigns were integral to Britain’s survival and operations. In a Parliamentary debate in 1944, raised the issue of what to do when too many departments wanted to publicise a message or campaign and how to ensure the public were not overwhelmed by mixed messages. The MOI was dedicated to co-ordinating important messages to the public and prioritise the most urgent campaigns. Many members of Parliament were concerned about a “free-for-all competition” within Government vying for the “attention of the public, and for the very limited advertising space available in the Press.” (3) This concern suggested the complex workings that carried out behind the scene of wartime Government through ensuring that all of society was receiving the publicity campaigns. Publicity campaigns worked closely with the Public Relations Officers and experts in advertising with many messages relying greatly on regional offices to ensure that every region was receiving the appropriate information.

Aside from radio, film, posters and other forms of propaganda the MOI also published a large number of books and pamphlets that one Member of Parliament (MP) described as “a new technique in publishing.” (3) This new invention referred to official war books that were like no other publication that sought to present in print and in picture a “conspectus of the many sides of Britain’s war achievements.” (3) These books had great success nationally with homes sales of 23,000,000 copies and similar success in USA with the book, Combined Operations selling 350,000 copies in one year and translated in 12 languages. (3) Despite the success of these publications, the process to producing such material was lengthy, vast and complex with multiple departments working in collaboration to write, proofread, check and re-examine. The MOI also self-published many books but decided to publish twice as many books with private publishers to keep up with the amount of information being produced. Not all attempts were successful and early attempts at distributing propaganda and information were forced with pamphlets tucked inside books and on one occasion the MOI underwent a copyright dispute.

The MOI also employed other forms of media outlets such as film to circulate their public notices and propaganda. In 1943, the Ministry’s film division produced 160 films in English. However many members of the public titled these films “dreary” documentaries. Even in the midst of war, the MOI were already planning and preparing films to circulate across liberated Europe. These films were ready to be sent and shown to each country as they were liberated that displayed the role Britain played in the war since “Goebbels’ blanket of darkness spread over their heads.” (3) In conjunction with films displaying Britain’s pivotal role, the MOI also intended to circulate a number of British made entertainment and feature films. For example in 1944, France received a batch of French films from Britain, as well as several films translated into 15 languages that by 1944 were awaiting distribution. The British Government’s relationship with the film industry was in a mutual beneficial partnership where the MOI commissioned several feature length films in return to help the production of 38 commercial films. (3) It appears in many of these cases that Britain was more occupied with how they looked and their reputation to Europe to ensure its efforts were not forgotten after 1945. In many ways, this was also a way for Britain to assert dominance and reclaim a political standing in Europe after a period of political and economic crisis, fragmented and re-drawn borders and alliances on an international stage.

Keeping up the war effort

While Europe was at war, the bleak reality of life was unavoidable therefore propaganda was designed to maintain morale and influence opinions abroad. At home propaganda was aimed to encourage public responsibility and a feeling of directly contributing to Britain’s fight, focusing on rationing, blackouts, secrecy and recruiting women into the workforce. One poster in particular commissioned by the National Savings Committee in 1943 titled Squander Bug aimed at discouraging wasteful or personal spending. (4) The poster depicted a series of scenes where a woman went shopping and the squander bug encouraged her to buy products that were too expensive or unnecessary, all while the bug took pleasure in the detriment the overspending had on the war effort. The poster was aimed at women and encouraged the public to either save or invest money into the war effort. The artist of the poster, Phillip Boydell, created a bug covered with swatstikas, the Nazi German symbol, to associate wasteful spending and ‘squandering’ money to helping the enemy rather than Britain. The poster’s slogan reads ‘Don’t take the squander bug when you go shopping.’ (4) This is another way that Britain found a way to visualise Nazi Germany to the British public instead of fighting an invisible enemy. The squander bug symbolised the enemy on a smaller scale, potentially suggesting that the enemy was inside the walls waiting to take advantage.

Another poster issued titled, Dig for Victory (1939 - 1945) emphasised the importance of home grown fruit and vegetables to aid production of food all year round, while rationing was introduced in January 1940. This poster was brightly coloured and depicted a trug abundant with a range of fresh vegetables and fruits, such as carrots, cabbage, courgettes, onions, peas and tomatoes. By the outbreak of war, 70% of food was imported from abroad that relied on key shipping routes that could easily become attacked or blocked. (4) Interestingly, fruit and vegetables were never rationed despite the short supply network, while sugar, meat, fats and diary products were under rationing. By 1943, over a million of fruit and vegetables were grown across Britain. The poster was successful in encouraging the public to take control of food production, however it may have also been partly to the scarcity of products and long ration queues that worked as a deciding factor in why many grew their own vegetables.

Women were not the only ones targeted by propaganda, men were also targeted by an anti-gossip notice designed by Harold Foster called ‘Keep mum she’s not so dumb’ (1941). (4) This particular campaign by the MOI alerted the public to the threat of enemy spies and the danger of gossiping within social settings. In this poster, a woman in an evening dress surrounded by men in military uniform gossiping and drinking suggested that anyone could be listening even if they appeared inconsequential. Many of these posters worked on stereotypes and gender roles to promote their propaganda. It was a form of control that did not necessarily stifle freedom of speech, but was a constant reminder that relied on feelings of accountability. Other posters included salvaging and mending clothes, recruiting women to munitions factories and emphasising Britain’s allies with political undertones.

Despite the MOI’s intention to use propaganda to boost morale and ensure the public adhered to playing their part within the war effort, there were several cases of increase in crime such as breeches in the blackouts and bending the rules. During the Blitz (1940-1941) where Nazi Germany’s Luftwaffe bombed the East End of London and other major cities across Britain provided new opportunities for looting. Historians acknowledged that the Blitz created a determination to maintain the war effort through ‘Blitz Spirit’. But in a period of upheaval and turmoil, it is difficult to ascertain whether many carried on because they had no choice. On one occasion looters used a bombing raid as an opportunity to raid a house in Dover and when the resident returned they discovered their home had been stripped even down to the carpets and pipes. While this case suggested uncontained thievery, it also paints a picture of desperation when items were heavily sought after and rationed. By 1940, 4,584 looting cases were prosecuted in the Central Criminal Court (Old Bailey) in London, while others used bombings as cover-up for murder. The rational thought seemed not to exist for some looters and on one occasion a women stole a pair of shoes from a shop window because “if those shoes were just left there, somebody will steal them”. (5)

Another report questioned the motive as to why someone would steal a sink in the Yorkshire Evening Post. Wartime propaganda may have depicted a community that worked together to keep up the war effort, but it hid the darker aspects of society that flourished under such chaos. (5)

Radio Hamburg & German Propaganda

British broadcasters and reporters weren’t the only ones that the MOI had to worry about, one in particular was William Joyce also known as Lord Haw Haw, who rose to popularity as a personality broadcasting German propaganda to British audiences. His radio broadcasts recorded 50% of the British public through Radio Hamburg. Joyce was a firm supporter of the Nazis and travelled to Germany in August 1939 with a British passport, which he lied to obtain claiming he was a British citizen when he was in fact Irish. When in Germany he collaborated with the German Propaganda Ministry with regular radio broadcasts in September 1939. He commonly issued threats and misinformation towards Britain in a bid to undermine morale. It is interesting that while the MOI tried their best to censor and streamline exactly the information and propaganda that the British public consumed, many still listened to Joyce’s broadcasts. (6)

Some historians have suggested that this deliberate decision by Britain ensured that they didn’t ruin their reputation as a trusted news source by lashing out at enemy stations. The BBC was advised to continue to report truthfully and accurately but to withhold any information that would cause distress, for example omitting the number of casualties while still reporting incidents. However, the question should be asked was the BBC lulling the British public into a false sense of security instead of reporting the stark realities abroad? If Britain banned such a broadcast, many would have found other ways to listen. The only solution was for the BBC to direct attention back to its broadcasts in the form of entertaining content rather than dreary reports. But the question has to be asked, why did so many members of the British public tune into listen in the early years of the war? Joyce didn’t just spread propaganda but also attempted to undermine key political figures such as Prime Minister, Winston Churchill. The British public craved in many ways entertainment as an escape from the dreary news and uncertainty. When asked about why they listened, some British listeners found the broadcasts entertaining and wondered if what Joyce was reporting had a slither of truth. Eventually, Joyce was captured and trialled when Germany surrendered in 1945.

One example of detrimental censorship was the Hallsville School bombing in Canning Town, East End, where it was reported only 77 civilians were killed despite eye witnesses claiming it was closer to the 600 mark. (7) The British Government denied the claim due to not having sufficient evidence to report such high numbers. It was seen as detrimental for the Government to report such a devastating incident in case it deteriorated mass morale. Furthermore, a media blackout was issued to the Press to avoid publishing specific details on the location, photographs and casualties. This case emphasised a fine line between honesty and censorship that could have easily forced the public to lose trust in the British Government for denying something so blatantly obvious with eyewitnesses. (7)

Conclusion

In conclusion, the British Government’s desire to censor reports and withhold vital information and use propaganda was successful on the surface but allowed darker and more sinister events to transpire at home, like crime. The British Government also took the opportunity of continuing their legacy and reputation throughout liberated Europe through films to secure they place in politics. It is also worth noting that this is no different to how other countries employed political propaganda to ensure their success. While censorship and propaganda have many benefits to boosting morale, it also had negative consequences that alienated the public when lived events were reported incorrectly or denied outright. The war changed the way media and radio operated and pushed boundaries between dreary information and entertainment as well as democratic principles. It is also significant that the BBC still censor what they broadcast, for example the FIFA World Cup in Qatar in 2022 saw the BBC boycott the opening ceremony on main shown programming without explanation although it was widely reported and implied that it didn’t align with their editorial values. Censorship still occurs but through subtle ways that are not often recognised.

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References

(1) H. Irving, ‘Chaos and Censorship in the Second World War’, 2014, Gov.UK < https://history.blog.gov.uk/2014/09/12/chaos-and-censorship/ >[accessed 23 May 2024].

(2) UK Parliament, ‘Emergency Powers (Defence) Act 1939’, 2024, UK Parliament < https://www.parliament.uk/about/living-heritage/transformingsociety/private-lives/yourcountry/collections/collections-second-world-war/second-world-war-legislation/emergency-powers-defence-act-c20-1940-/ >[accessed 22 May 2024].

(3) HC Deb, 29 June 1944, vol 401, cols 822 – 825.

(4) The National Archives, ‘Second World War Propaganda Posters’, 2024, BETA The National Archives < https://beta.nationalarchives.gov.uk/explore-the-collection/explore-by-time-period/second-world-war/second-world-war-propaganda-posters/#:~:text=During%20the%20Second%20World%20War,production%2C%20salvage%20and%20military%20recruitment>[accessed 24 May 2024].

(5) BNA, ‘Crime and the Blitz’, 2015, The British Newspaper Archives < https://blog.britishnewspaperarchive.co.uk/2015/07/17/crime-and-the-blitz/ >[accessed 24 May 2024].

(6) IMW, ‘The Rise and Fall of Lord Haw Haw During the Second World War’, 2024, IWM <

https://www.iwm.org.uk/history/the-rise-and-fall-of-lord-haw-haw-during-the-second-world-war >[accessed 28 May 2024].

(7) M. Oakley, ‘Second World War Bombing Raid South Hallsville School’, 2023, East London History < https://www.eastlondonhistory.co.uk/second-world-war-bombing-raid-south-hallsville-school/ >[accessed 29 May 2024].

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The Inquisitions of the Middle Ages were a series of judicial procedures led by the Roman Catholic Church in the later Middle Ages in response to movements that the Church considered heretical. Here, Jeb Smith continues his series by looking at free speech in the context of the inquisitions.

Part 1 on an introduction to the inquisitions is here, and part 2 on who the inquisitors were is here.

An 1847 painting, *Galileo before the Holy Office*, by Joseph-Nicolas Robert-Fleury.

In modern secular societies, relativistic views prevail. Truth is often determined by one's preferences and feelings. If believing something feels good or makes you happy, ipso facto the belief is true and valid. Thus, freedom of speech is an inalienable right given to all people and all opinions are correct; right or wrong and absolute truth don’t exist in a relativistic worldview. To elevate one person's opinions over another’s is to treat people unequally, since everyone has equal rights in determining what is true. The Muslim, the Jew, the Catholic, the Mormon, the Baptist, and the atheist are all equally correct simply because they believe themselves to be. It is "their truth.”

The medieval mindset was drastically different. The truth was revealed by God and communicated to man, and was an eternal truth existing outside and above the minds of men. Going against it risked the collapse of society and possible judgment from God, and would be a war against truth and nature. Further, you do not allow lies that have eternal consequences to go unchallenged, as simple people are easily swayed.

Information has the power to shape beliefs and actions. From the medieval Catholic perspective, allowing falsehood (if heresy is indeed falsehood as Catholics believe) to negatively affect humanity and endanger people's souls was too high a price to pay for freedom of speech. If a four-year-old thinks they can fly off a building because they recently watched Superman and have a cape on, we rightly do not allow them to act on those false beliefs (or encourage others to). Falsehood inevitably leads to harm, and we must be cautious about what information we accept as accurate. Likewise, heretics were punished to prevent them from hurting others.[1]

Not everyone agrees with the First Amendment and freedom of speech. Medieval thinkers would not consider this idea sacred as modern Americans do. They believed that harmful lies and untruths should not have an equal platform with truth and beauty. Enlightenment thinkers believed that truth would always win out over lies and that people would be intelligent and unbiased enough to accept the truth. However, this is rarely the case.[2]

Long after the Middle Ages, but exemplifying the mindset of those earlier days, Pope Gregory XVI said, “Is there any sane man who would say poison ought to be distributed, sold publicly, stored, and even drunk because some antidote is available and those who use it may be snatched from death again and again?...when all restraints are removed by which men are kept on the narrow path of truth, their nature, which is already inclined to evil, propels them to ruin.”[3]The result is clear: Medieval philosophy and understanding of human nature are true, and the medieval belief in opposing lies helped maintain Christendom. In contrast, relativistic secularism has achieved the opposite.

The medieval Scholastics also believed that truth will ultimately prevail in a fair and impartial environment, where all perspectives are open to debate.[4] However, in a society without a foundation of Christian ideals, the opposite is likely to occur. Truth will be suppressed in education, and unchecked falsehoods will spread throughout the community.

We still accept certain restrictions on liberty in order to protect what we hold dear. A law that punishes murder or rape limits one's freedom by acknowledging that all actions are not equal and that causing harm to others should be avoided. In the medieval perspective, human beings are not viewed solely as material beings but as individuals with a soul. This soul is considered more valuable to safeguard than the physical body, which is not everlasting. Thus maintaining orthodoxy is even more vital.

Moderns are not above silencing heretics even if we no longer punish them in the same way. We allow certain opinions and suppress others. Libraries, schools, and media cover particular subjects and overlook others. while newspapers decide what news is worth reporting and how to report it. Our worldview and personal beliefs influence all of these decisions and more. We do not give groups like the KKK the same platform for free speech as we do the LGBTQ community, nor do we afford Christianity the same opportunities as we do secularism. Each society decides its own values and prejudices and acts accordingly. Modern heretics are people like Holocaust deniers and white supremacists. The public condemns and ridicules them; they need reeducation before their harmful beliefs are spread, and they need to repent of their ways publicly. No doubt we are right to do this; medieval Christians likewise felt their treatment of religious heretics was justified and right.

Burn Them at The Stake

The death penalty given to heretics was not meant for punishment alone.[5] The chief purpose of the death penalty was to prevent further evil. Allowing heretics to live and spread their lies would rob still more people of eternal bliss.[6]Only unrepentant spreaders of heresy were found guilty; if they were allowed to live, their falsehoods would disseminate unchecked, endangering society. Those who refused to repent were subject to the death penalty, and heretics often chose to die instead of recanting.[7]

The goal of the secular authorities and the Church in eradicating heresy was not political power, but rather the defense of Christendom and God. It was their responsibility to shape society after Him, ensuring that correct doctrine was maintained for the sustainability of Christendom, and to keep the road to salvation open.[8]

During medieval times, Catholicism was widely accepted as unquestionably true by society. The Church saw certain heretics as suspicious pagans or individuals who had been misled. The Inquisitor aimed to bring them back to the Catholic faith. However, those who refused to repent or rejected the truth of Catholicism and continued to spread their lies (Jews were accepted because, unlike heretics, they did not seek converts[9]) were seen as serving Satan himself. They led good Catholics astray and willfully denied the truth, ultimately sending others to eternal damnation.[10] The Church's purpose was not to stop people from thinking differently but to prevent them from misleading uninformed Catholics and endangering their eternal salvation. Preventing falsehoods and guiding the lost to truth were dual goals in halting heresy.[11] The inquisitors were not seeking out heretics who happened to privately believe odd things, only those who were publicly active.[12]

And to not support Christendom was an attack on Christ himself, not a mere opinion but an actual evil.[13] Those who were considered heretics were accused not of being ignorant or disbelieving, but rather of deliberately rejecting the truth.[14] The Decretum Gratiani, a book on canon law from the 12th century, defines heretics as those who teach and defend deadly doctrines. The term heretic refers not to those who are simply misguided or hold personal beliefs but to those who promote and defend their beliefs.[15] The main reason for punishing heretics who spread lies was to prevent Catholics from being deceived and endangering their souls.[16]

Theological truth was determined through church councils, argumentation, and debate. It was believed that heretics were not interested in finding the truth because they refused to engage in such discussions with church officials, choosing instead to take advantage of ignorant peasants. Consequently, their leaders deliberately misled people away from the faith and towards damnation. Inquisitors were trained to argue and debate to guide those who were led astray, but anyone who refused to repent was believed to be willingly rejecting the truth in favor of falsehood. Lords often criticized the Inquisitors for being too lenient towards heretics since they believed they were also duty-bound to maintain a Christian society.

Peace and Unity

Christianity was not viewed as our modern secular society views it, as a "religion" that should only affect your life while in church or private prayer time. No, it was the basis on which to structure society. Heresy, or the rejection of widely accepted religious doctrines, was not simply an attack on a particular religion or church but rather a threat to the entire fabric of society. If heretical beliefs and practices are allowed to spread throughout society, it would inevitably destroy peace and faith, resulting in violence and moral degradation.[17] Your beliefs will significantly influence your actions and the society around you. Therefore, preventing beliefs that go against Christian values from destabilizing society was essential. Pope Innocent III argued that heresy threatened society, culture, and the root of society, which was built upon Catholicism. Any attack on Christ or the Church was seen as an attack on society, which could unravel if not defended.

They believed that since everyone is a sinner and fails to live out what he believes is ideal, the most vital thing to know about someone is not where and when he fails (since confession and repentance can clear his soul) but what his ideals are. Knowing what he believes the goal of society ought to be will better tell us who the man is and what he will do.[18] Up to and during the 13th century, a person was considered a heretic based on their way of life rather than their beliefs.[19]

The people of that time believed that unity, peace and prosperity could only be achieved if everyone shared the same beliefs, culture, politics, and religion. They thought anything that caused discord, such as heresy, would eventually disturb the entire society, leading to internal wars, fighting, crime, anger, hatred, and other negative consequences. This is also why they rejected democracy, as they believed it would divide communities, churches, families, and so on.[20]

Secular rulers persecuted heresy because a heretic is not just a traitor to the Church, but to the King, who received his authority from God and the Church. To reject one is to reject the other. Additionally, medieval kings were deeply troubled by the possibility of facing divine judgment if they allowed the spread of a heretical belief that denies salvation through Jesus. The Old Testament has documented instances where God punished leaders for allowing heretical beliefs to thrive in their territories. Therefore, the ruler must eliminate heretics from the region. During the historical period of heresy, Christianity significantly impacted every aspect of society. Any attempts to disrupt Christianity were perceived as a threat to the entire civilization. Communities became divided by violence following heresy, threatening both souls and the social order, often leading to violent rebellions.

Heresy was not an opinion held in secret but one openly displayed, contrary to God's word and the Church.[21]Inquisitions were viewed as a defensive action against new heresy that threatened society and Christendom; they reacted to forces threatening medieval society. Therefore, only individuals who openly preached heretical beliefs, sought to convert others, and denied central Christian doctrines were considered guilty of heresy.[22] They defended against attacks on their society as surely as we would defend ours. We, the people and our authorities, would step in with swift action were the KKK to spread its influence in society. If "equality" and "democratic values" were threatened, society at large would rise up in righteous wrath and stamp out any threats to our beliefs. The peoples of the Middle Ages differed only in their priorities, what they held most dear, and what society was built upon – the Catholic Church.

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com

Bibliography -Bede. Ecclesiastical History of the English Nation. New York, London: J.M. Dent; E.P. Dutton, 1910.

-Burman, Edward. The Inquisition: The Hammer of Heresy. Dorset Press, 1992.

-Carroll, Warren H. 1993. The Glory of Christendom. N.p.: Christendom Press.

-Catechism of the Catholic Church: Complete and Updated. Crown Publishing Group, 1995.

-Kors, Alan Charles, and Edward Peters, editors. Witchcraft in Europe, 400-1700: A Documentary History. University of Pennsylvania Press, Incorporated, 2001.

-Davis, Michael Warren. The Reactionary Mind: Why Conservative Isn't Enough. Regnery Gateway, 2021.

-Durant, Will, and Ariel Durant. The Age of Faith (The Story of Civilization, Volume 4) (Story of Civilization). Simon & Schuster, 1980.

-Ferrara, Christopher A. 2012. Liberty, the God That Failed: Policing the Sacred and Constructing the Myths of the Secular State, from Locke to Obama. N.p.: Angelico Press.

-Hoffmann, Richard. An Environmental History of Medieval Europe. Cambridge University Press, 2014.

-Holmes, George, ed. 1988. The Oxford Illustrated History of Medieval Europe. N.p.: Oxford University Press.

-Jarrett, Bede. 2007. Social Theories of the Middle Ages, 1200-1500. N.p.: Archivum Press.

-Jones, Andrew W. 2017. Before Church and State: A Study of Social Order in the Sacramental Kingdom of St. Louis IX. N.p.: Emmaus Academic.

-Kamen, Henry. The Spanish Inquisition: A Historical Revision. Yale University Press, 2014.

-Kors, Alan Charles, and Edward Peters, editors. Witchcraft in Europe, 400-1700: A Documentary History. University of Pennsylvania Press, Incorporated, 2001

-L. PLUNKET, IERNE L. 1922. EUROPE IN THE MIDDLE AGES. London Edinburgh Glasgow Copenhagen New York Toronto Melbourne Cape Town Bombay Calcutta Madras Shanghai, England: OXFORD UNIVERSITY PRESS.

-Madden, Thomas, director. “The Modern Scholar: Heaven or Heresy: A History of the Inquisition.” 2008.

-Madden, Thomas. “The Medieval World, Part II: Society, Economy, and Culture.” The Great Courses Series, 2019.

-The following citation were derived from Medieval Sourcebook Fordham University (“Confession of Arnaud Gélis, also called Botheler "The Drunkard" of Mas-Saint-Antonin”)(“Confession of Baruch, once a Jew, then baptized and now returned to Judaism”) (GUI, BERNARD, and Translation by David Burr. “BERNARD GUI: INQUISITOR'S MANUAL.”.)(Schroeder, H. J., translator. The Disciplinary Decrees of the Ecumenical Counci,. St. Louis:, B. Herder Book Co., 1937).(Agobard of Lyons, and Translated by W. J. Lewis (aided by the helpful comments and suggestions of S. Barney) from the Latin text in p. 3-15 of: Agobardi Lugdunensis Opera Omnia, edidit L. Van Acker. Turnholt: Brepols, 1981 (Corpus Christianorum. Continuatio Mediaevalis, 52);.Agobard of Lyons (9th Century): On Hail and Thunder.”)

-Pernoud, Regine. Glory of the Medieval World. Dobson Books Ltd, 1950.

-Peters, Edward. Inquisition. University of California Press, 1989.

-Rawlings, Helen. The Spanish Inquisition. Wiley, 2006.

-Smith, Jeb. 2024. Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty.

-Smith, Jeb. 2023. The Road Goes Ever On and On. N.p.: Christian Faith Publishing, Incorporated.

-Stark, Rodney. Bearing False Witness: Debunking Centuries of Anti-Catholic History. Templeton Press, 2017.

-Thatcher, Oliver J. “The Library of Original Sources - Vol. IV: The Early Medieval World, pp. 211-239.” Milwaukee: University Research Extension Co, 1901.

-Tierney, Brian, and Sidney Painter. Western Europe in the Middle Ages, 300-1475: Formerly entitled a History of the Middle Ages, 284-1500. 4th ed., Knopf, 1983.

-Weidenkompf, Steve, director. The Real Story of the Inquisitions. Catholic Answers.

-Weidenkopf, Steve. The Real Story of Catholic History: Answering Twenty Centuries of Anti-Catholic Myths. Catholic Answers, Incorporated, 2017

-Wickham, Chris. Medieval Europe. Yale University Press, 2017.

[1] (Kors and Peters 223)

[2] (Smith 2024)

[3] (Ferrara 2012, 245)

[4] (Smith 2024)

[5] (Smith 2024)

[6] (Jarrett 2007, 220-223)

[7] (GUI and Burr)

[8] (Jarrett 2007, 223)

[9] (Jarrett 2007, 216)

[10] (Jones 2017, 292)

[11] (GUI and Burr)

[12] (Davis 2021 30)

[13] (Durant 1950, 777)

[14] (Jarrett 2007, 217)

[15] (Peters 61)

[16] (Peters 44)

[17] (Jones 2017) (Jarrett 2007, 216)

[18] (L. PLUNKET 1922, THE FAITH OF THE MIDDLE AGES)

[19] (Jones 2017, 133)

[20] (Smith 2024) (Peters 161)

[21] (Peters 42)

[22] (Jarrett 2007, 190)

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Operation Biting, also known as the Bruneval Raid, was undertaken by Britain against Nazi Germany in February 1942. It involved a daring raid on a radar station on Nazi-occupied northern France. Terry Bailey explains.

A photo of the the radar near Bruneval, France in December 1941.

As the Nazi forces of fascist Germany ravaged Europe, Britain and the commonwealth stood alone upholding the ideas of freedom, until the USA entered the war on December 7, 1941, against Japanese imperialism and European fascist brutality, after the infamous attack on Pearl Harbor.

Britain then curtailed Hitler's plans to invade Britain (Operation Sea Lion), by defeating the German air force (Luftwaffe) over the skies of Britain in what has become known as the Battle of Britain.

Great Britain and the Commonwealth continued the fight against Nazi terror, across a broad front in large and small-scale actions. Some were to protect oil supplies and reserves like the North African campaign, while other military ventures were purely to offer resistance against the Nazi threat while Great Britain continued to rearm after the lack of military spending between the two great wars.

Winston Churchill, Britain's prime minister, was always adventurous and a risk taker promoting bold action, whereas, the higher echelons of the military believed large-scale well-planned campaigns were the only way to defeat the Nazi threat.

However, Winston Churchill, understood that it was impossible to stand by as Nazi Germany terrorized Europe while Britain took time to rearm. With this in mind he ordered the instigation of the Special Operations Executive (SOE), with orders to set Europe ablaze, the Commando forces, the fledgling Airborne units and the combined operations organization, which was tasked with coordinating specialist tasks and raids against occupied Europe.

Combined operations coordinated missions by gathering the appropriate force required from the Royal Navy, Royal Marines, Army, Airforce, the Airborne units, in addition to the Commando forces. Note:- From 1942 onwards Royal Marines progressively trained as commandos and are Great Britain's elite commando force to this day.

These small-scale raids caused the German occupation forces disproportionate disruption and vast logistical headaches, that eventually prompted Adolf Hitler to issue his infamous Commando order, due to the success of this form of warfare. See notes at the bottom.

Behind all the tumultuous events of the war from large-scale action to small-scale raids, the first electronic warfare race was underway between Great Britain and Germany, who had competed for nearly a decade at this point to develop and improve radar. This technology had already aided the Royal Air Force in the defeat of the German Luftwaffe, in the Battle of Britain, developed from the early work carried out by Robert Watson-Watt.

However, the Germans had also developed an extensive radar network along the French coast, providing them with early warnings of Allied air raids. One such radar installation was located near the small village of Bruneval, on the Normandy coast. Intelligence reports suggested that this site housed a Freya and Würzburg radar array, a sophisticated system that the Allies still did not fully understand.

R. V. Jones, a British scientist tasked with researching how advanced German radar was in comparison to Britain's system, was not only able to convince doubters that the Germans had radar but had two types of radar. This radar system consisted of the Freya array and a second part of the Freya set-up, referred to in Enigma decrypts as Würzburg.

Freya was a long-range early-warning radar system but lacked precision; whereas, Würzburg had a much shorter range but was far more precise. So that Jones and his team could develop countermeasures for the Wurzburg system they needed to study one of the systems or at least the more vital pieces of technology of the system.

The British War Office recognized the critical importance of acquiring detailed information about the Würzburg radar. If the Allies could capture and study this technology, it would significantly enhance their countermeasures against the Luftwaffe. Thus, the idea of a commando raid to seize the radar components and gather intelligence was conceived. The responsibility for planning and executing this daring mission fell to the newly formed Combined Operations Headquarters, under the command of Vice-Admiral Louis Mountbatten (Commodore at that time).

It is against this backdrop of indirectly linked events that Operation Biting (the Bruneval Raid) was proposed in 1941, as the German air defenses started to become more effective against the Allied bombing campaign waged on Germany, due to their radar capability.

Planning the Raid

Operation Biting was meticulously planned, with careful consideration given to every detail. The operation required a combination of precise military action, technical expertise, and logistical coordination, in addition to, intelligence.

This intelligence not only came from enigma decryptions but human intelligence, in the form of the French resistance coordinated through the Free French forces located in London, England, sponsored by both British SIS and SOE. Human intelligence was gathered by Gilbert Renault, known to the British by the code-name 'Rémy', by several members of his resistance network.

Major John Durnford-Slater (Breveted Lieutenant Colonel), an experienced and resourceful officer, was chosen to lead the raid. Durnford-Slater was the commanding officer of No. 3 Commando, an elite unit specially trained for such operations.

Although designated No. 3 Commando, No.1 and No. 2 did not exist at the time of raising the Commando unit the intention was to raise these as airborne units and as such Durnford-Slater's unit was the first commando unit raised during the Second World War, therefore, Durnford-Slater is considered to be the first British commando of the war.

However, due to the extensive coastal defenses erected by the Germans to protect the installation from a seaborne raid, the British believed that a commando raid from the sea would suffer heavy losses while giving the German defenders sufficient time to destroy the installation.

Therefore, the planner decided on a night-time airborne assault, a method chosen for its element of surprise and the ability to insert troops directly into the vicinity of the target. This type of mission was well suited for glider-borne assault; however, the glider force was even more embryonic than the parachutists.

Needless to say, the final choice of assault troops was parachute insertion to be led by Major John Frost OC, of C Company, 2nd Battalion (2 Para), 1st Parachute Brigade, tasked with carrying out the airborne phase of the operation. Frost, who would later gain fame for his role in the Battle of Arnhem, was a seasoned and respected officer with a reputation for bravery and tactical acumen.

The Execution of the Raid

On the night of February 27-28, 1942, the operation commenced, as a fleet of Armstrong Whitworth Whitley bombers, modified for paratroop deployment, took off from RAF Thruxton, carrying the raiding party. The aircraft flew across the English Channel under the cover of darkness, navigating carefully to avoid detection by German radar.

As the planes approached Bruneval, the paratroopers prepared for the jump. The landing zone was a field near the radar site, carefully selected for its proximity and relative isolation. Despite challenging weather conditions and the inherent risks of a night jump, the paratroopers landed with remarkable precision. They quickly regrouped and moved towards their objective.

The raiding party encountered immediate resistance from German troops stationed at the radar site. A fierce firefight ensued, but the airborne troops utilizing their training, aggressive fighting spirit and superior tactics, managed to overcome the defenders. During the engagement, the paratroopers captured several German personnel, including a radar technician who would later provide valuable intelligence.

Capturing the Radar

With the site secured, the technical team, led by Flight Sergeant Charles Cox, set to work dismantling the Würzburg radar. This was a delicate and complex task, requiring both technical skill and speed. Cox and his team managed to extract the most crucial components, including the radar dish and its associated equipment, all while under the threat of counterattacks and the ticking clock.

As dawn approached, the raiding party signaled for the extraction phase. Landing craft and Royal Navy Motor Gun Boats (MGBs) plus Motor Launches (MLs), under the command of Commander F. N. Cook of the Royal Australian Navy, were positioned offshore to evacuate the raiders. The airborne raiders made their way to the extraction point on the beach, carrying the valuable radar components and escorting their prisoners.

The evacuation was fraught with danger, as German reinforcements were rapidly approaching, landing craft hit the beach with the covering troops opening fire on the German soldiers gathering at the top of the cliff, while the radar equipment, German prisoners and all but six of the raiding force were embarked and transferred to motor gunboats.

The raiding force then withdrew under the cover of naval gunfire. By the time the Germans reached the beach, the raiders were already en route back to England, escorted by a Royal Naval destroyer and Royal Air Force Spitfires.

The Aftermath and Impact

Operation Biting was hailed as a resounding success. The captured radar components and the intelligence gleaned from the raid provided the Allies with crucial insights into German radar technology. This knowledge enabled the development of effective countermeasures, helping diminish the effectiveness of the German radar network.

The raid also had a profound psychological impact, demonstrating the capability and determination of Allied elite Special Forces, boosting morale and showcasing the potential of combined operations. For the Germans, it was a stark reminder of the Allies' ability to strike with precision and impunity, even in seemingly secure locations. Additionally, this operation helped secure the validity of airborne forces for specialist raids.

In conclusion, Operation Biting stands as a showcase for the courage, ingenuity, and determination of the Allied forces during the Second World War. The successful execution of the Bruneval Raid not only provided vital intelligence but also demonstrated the effectiveness of combined arms operations and elite Special Forces. The legacy of the raid and its commanders continues to inspire military strategists and historians, highlighting the enduring importance of adaptability and innovation in warfare.

The success of the raid prompted the War Office to expand the existing British airborne forces, setting up the Airborne Forces Depot and Battle School in Derbyshire in April 1942, and creating the Parachute Regiment, in addition to, converting several infantry battalions into airborne battalions in August 1942.

The Bruneval Raid remains a shining example of what can be achieved when meticulous planning, exceptional leadership, and unwavering bravery converge on the same goal. Thereby, serving as a reminder of the sacrifices made by those who undertook such perilous missions, and the profound impact these operations had on the course of history.

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Note:

SOE operated independently until the successful Royal Marine raid on the port of Bordeaux, known as Operation Frankton, between the 7th to the 12th of December 1942. Due to both combined operations utilizing the Royal Marines and SOE mounting duplicate missions on the same target independently. a clearing house for special operations was set up, to prevent further duplication of mission. A policy that is now standard practice for all NATO member countries today.

Even though the mission was highly successful, some Royal Marines were executed by the Germans under the commando order. Yet the Germans said Operation Frankton was the most courageous raid of all time.

Decorations and awards

19 decorations were awarded including a Military Cross (MC) for Major John Frost, Distinguished Service Cross (DSC), Commander F. N. Cook, and Military Medal, (MM) for Flight Sergeant Cox.

2 additional Distinguished Service Crosses, DSCs

2 further Distinguished Service Medals, (DSM)

Another Military Cross, (MC)

2 further Military Medals, (MMs)

9 Mentions in Dispatches (MiD)

In addition to these awards, a bar to the Distinguished Service Order (DSO), for Wing Commander Percy Charles Pickard, of No. 51 Squadron Royal Air Force provided the aircraft and aircrew needed for the operation.

The Commanders and Their Legacies

Major John Frost, who led C Company, 2nd Battalion (2 Para), the 1st Parachute Brigade during the raid, continued to distinguish himself throughout the war. He played a pivotal role in the Battle of Arnhem during Operation Market Garden in 1944, where his leadership and tenacity earned him widespread admiration. Despite being captured and enduring the hardships of a prisoner of war, Frost's legacy as a courageous and skilled leader remained intact.

After the war, he continued to serve in the British Army, eventually retiring as a major general. His memoirs, "A Drop Too Many," provide a detailed account of his wartime experiences and the Bruneval Raid.

Major John Durnford-Slater, the commander of No. 3 Commando, also had a distinguished military career. He led his unit in several other successful operations, including the St. Nazaire Raid, known as the greatest raid of all time.

Durnford-Slater's leadership and innovative tactics helped shape the future of British Special Forces, along with several other figures. After the war, he retired from the military and wrote "Commando: Memoirs of a Fighting Commando in World War II," which remains a seminal work on commando operations.

Once the war was war over, he reverted to the rank of Captain, before being promoted to Major in January 1946, retiring a month later with the honorary rank of Brigadier. He maintained his contact with the military, however, and in 1947 went on to the Reserve list, until 1964 when he reached mandatory retirement age.

The German commando order

The order itself stated:

  1. For a long time now our opponents have been employing in their conduct of the war, methods which contravene the International Convention of Geneva. The members of the so-called Commandos behave in a particularly brutal and underhanded manner, and it has been established that those units recruit criminals not only from their own country but even former convicts set free in enemy territories. From captured orders, it emerges that they are instructed not only to tie up prisoners, but also to kill out-of-hand unarmed captives who they think might prove an encumbrance to them, or hinder them in successfully carrying out their aims. Orders have indeed been found in which the killing of prisoners has positively been demanded of them.

  2. In this connection, it has already been notified in an Appendix to Army Orders of 7.10.1942. that in future, Germany will adopt the same methods against these Sabotage units of the British and their Allies; i.e. that, whenever they appear, they shall be ruthlessly destroyed by the German troops.

  3. I order, therefore:— From now on all men operating against German troops in so-called Commando raids in Europe or in Africa, are to be annihilated to the last man. This is to be carried out whether they be soldiers in uniform, or saboteurs, with or without arms; and whether fighting or seeking to escape; and it is equally immaterial whether they come into action from Ships and Aircraft, or whether they land by parachute. Even if these individuals on discovery make obvious their intention of giving themselves up as prisoners, no pardon is on any account to be given. On this matter, a report is to be made on each case to Headquarters for the information of Higher Command.

Should individual members of these Commandos, such as agents, saboteurs etc., fall into the hands of the Armed Forces through any means – as, for example, through the Police in one of the Occupied Territories – they are to be instantly handed over to the SD, to bold them in military custody – for example in P.O.W. Camps, etc., – even if only as a temporary measure, is strictly forbidden.

  1. This order does not apply to the treatment of those enemy soldiers who are taken prisoner or give themselves up in open battle, in the course of normal operations, large-scale attacks; or in major assault landings or airborne operations. Neither does it apply to those who fall into our hands after a sea-fight, nor to those enemy soldiers who, after air battle, seek to save their lives by parachute.

  2. I will hold all Commanders and Officers responsible under Military Law for any omission to carry out this order, whether by failure in their duty to instruct their units accordingly or if they themselves act contrary to it.

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Henry Wallace was Franklin D. Roosevelt’s third-term vice president. He had been forced off the Democratic ticket by Democratic Party leaders in 1944. But what would have happened had he won? Here, Benn Steil considers what could have happened to the Cold War.

Henry Wallace in 1940.

In a 2012 “documentary” film and book titled The Untold History of the United States, filmmaker Oliver Stone contended that there would have been “no Cold War” had Henry Wallace, FDR’s third-term vice president, not been forced off the ticket by reactionary Democratic Party leaders in 1944.[1] Wallace, rather than Harry Truman, would have become president on FDR’s death the following April, and would, Stone claims, have successfully pursued a policy of peace.

Based on a multitude of primary-source accounts of the nomination battle between Wallace and Truman, and my review of the careers of all 1,176 Democratic convention delegates, who Stone (and others) have alleged were bribed with ambassadorships and the like, I can safely conclude that this was no case of a “stolen election”—Truman won fairly and convincingly.[2] But this paper will look at the much more compelling and interesting question—which has been raised not just by the polemicist Stone, but by serious scholars—of whether the Cold War was avoidable with a different American president, pursuing very different policies. In the case of a Wallace presidency, we know that there would been no Truman Doctrine, no Marshall Plan, no NATO, no West Germany, no western European integration, and no policy of containment. All of these initiatives, foundational to what has been called “the American Century,” Henry Wallace denounced as imperialistic and unjustifiably hostile to the Soviet Union.

Wallace’s BeliefsWith utter conviction, Henry Wallace believed that friendly, trusting cooperation between the United States and the Soviet Union was essential to spreading global peace and prosperity after the Second World War. He also believed that the fault for rapidly deteriorating relations between the two great powers after the February 1945 Yalta conference lay primarily with the United States (and Great Britain), whose original sin was to oppose the Bolsheviks’ rise to power after 1917. Wallace, a deeply religious man, abhorred Communism as a misguided godless ideology, but admired major elements of Soviet planning, such as agricultural collectivization, on the grounds that they were, to his mind, being driven by technocrats in the interest of advancing industrial progress and “economic democracy.” He was convinced that building a global “Century of the Common Man” required a blending of American political democracy with the Soviet economic version.

Though Wallace was a brilliant agricultural geneticist, who with great insight and persistence revolutionized the development of superior strains of crops, he was also fascinated, throughout his adult life, with what he considered alternative ways of “knowing.” These included astrology, theosophy, and mysticism. He defended these interests on the basis of the writings of the neo-transcendentalist psychologist and philosopher of religion William James—highly controversial writings about the rationality of “belief.”

James was not interested in whether Jesus was the messiah, or whether the Jews were chosen. For James, a “true” belief was one that was useful to the believer. It was neither necessary nor useful to inquire as to whether a belief was true in the sense that it corresponded to some objective external reality, since that might be unknowable. It was necessary only to ask whether the belief had practical value for the believer here and now, which in turn depended on the use to which he or she put it. This conception of truth derived from the tenets of the pedigreed philosophical program of pragmatism.

Since much of what we require to make sense of the world is simply not available to us, it was, James argued, only rational to evaluate a belief based on whether it helped the believer to cope effectively.[3] Understanding “true” belief as being a property of the believer, and not something that could necessarily be shared by others, may not be commonplace. Yet for those like Wallace, who internalized it, pragmatism freed them to examine spiritual systems and to reserve judgment until their effect on one’s ability to navigate the world could be evaluated. Wallace embraced James’s controversial argument that it was often rational to believe without evidence, for the reason that access to evidence may first require the adoption of certain beliefs.[4] As a political figure, particularly at the apex of his career, Wallace would elevate James’s “beliefs about beliefs” to a central place in his quest to transform not just the content of American foreign policy, but the very way in which America conducted diplomacy. He would never, however, take to heart the philosopher’s warning: that whereas “we have the right to believe” without evidence, we do so “at our own risk.”[5]

Wallace believed that peace with the Soviet Union would come naturally once Joseph Stalin and his government saw that American leaders truly believed in it—and set policy as if they believed it. In Jamesian fashion, Wallace did not claim to have evidence that the Soviets would pursue peaceful policies if America did—that is, if it abandoned its overseas air bases, withdrew its troops from Asia, put its atomic bombs into UN escrow, and foreswore military and financial support for Greece, Turkey, and nationalist China. Running for president as the Progressive Party candidate in 1948, Wallace explained that “you get peace by preparing for peace rather than for war.”[6] That is, peaceful behavior begets peaceful behavior in others. He thus denied any legitimate role for military readiness or deterrence, contravening a basic tenet of thinking in international relations. As observed by the scholar Hans Morgenthau, “the political aim of military preparations is . . . to make the actual application of military force unnecessary by inducing the prospective enemy to desist from [its] use.”[7] Consistent with Morgenthau’s thinking, Wallace had, in 1940, under the banner of “total preparation,” defended the buildup of American naval and air force bases in the Western Hemisphere. “If we are properly prepared, we shall not have war on this hemisphere.”[8] His post-war political thinking therefore deviated radically not just from conventional thinking, but from his own pre-war expressions of it.

A few months after Wallace announced his candidacy for president, the U.S Representative on the new UN Commission on Human Rights, Eleanor Roosevelt, who had staunchly opposed his removal from the ticket in 1944, wrote that Wallace was now “doing more wishful thinking than realistic facing of facts.” The Soviets, she said, “understand strength, not weakness.”[9] After garnering barely a million votes, and no electoral votes, in the 1948 election—coming in fourth behind Dixiecrat segregationist Strom Thurmond—Wallace became a political irrelevance to both the Soviets and the American Communists. Stalin and six other Politburo members handling major foreign policy decisions voted in January 1949 to cease contacts with him.

With the advent of the Korean War in June 1950, however, Wallace found a convenient pretext to assert that the break with Moscow was his own doing. Wallace condemned the Soviets for precipitating the North Korean invasion, and resigned from the Progressive Party. Stalin, he asserted rightly (though without the documentary evidence we have now), precipitated the invasion to incite war between the United States and China. He was now, he said in December, “convinced that Russia is out to dominate the world.”[10]

In 1952, he wrote a piece in the New York Times entitled “Where I Was Wrong,” in which he confessed his failure to see “the Soviet determination to enslave the common man morally, mentally, and physically for its own imperial purposes.” Though he had in 1948 blamed the Communist takeover in Czechoslovakia on the U.S. ambassador and “rightists” in the Czech government, he now regarded his earlier defense of Prague’s “Moscow-trained Communists” as “my greatest mistake.”

In a New York Times interview eleven years later, he went further. “I was mistaken,” Wallace confessed, “in my estimate of the Russians’ intentions. I believed then that Stalin was prepared to be the kind of partner in peace that he had been in war. I believed that, if we could overcome the Russians’ centuries-old distrust of Western imperialism and their later fear of Western capitalism, they would collaborate in the rebuilding of a truly democratic world.”[11]

These were remarkable admissions, unacknowledged by Stone and other prominent Wallace acolytes, that he had been unjustified in blaming the United States for what he had previously termed “defensive” acts of Communist aggression and expansion. “[W]e can do a great deal to end any abuses on [Russia’s] part,” he had said in 1947, “through economic assistance and sincere pledges of friendship with the Russian people.”[12] Still, in spite of his now condemning “Russian Communism” as “something totally evil,” he maintained, illogically, that “the whole course of history” would have been different had Roosevelt “remained alive and in good health”—as if Roosevelt could have vanquished “evil” with unilateral disarmament and words of peace.[13]

Soviet BeliefsOn WallaceThe Soviets began paying keen attention to Wallace in 1942, when Andrey Gromyko, then counselor at the Soviet embassy in Washington, learned, and independently corroborated, that Wallace had defended the Soviet invasion of Finland three years prior. Gromyko cabled the information to Moscow, stressing that Wallace was “the most probable Democratic Presidential candidate” in the 1944 election.[14]

In late May of 1944, less than two months before the Democratic convention at which Truman would replace him on the ticket, Wallace began a four-week tour of Siberia—a tour mischievously suggested by FDR after refusing Wallace’s request to visit Moscow. The Soviets, at great cost, constructed a Potemkin continent for him, disguising labor camps and shepherding him, under intensive NKVD watch, through suddenly stocked stores, enterprises newly staffed by Communist officials, and concerts performed by political prisoners. Despite the vice president’s glowing praise for Stalin’s accomplishments in Asia, intelligence agents stole and copied his diary—before confirming for Moscow that his public sentiments appeared genuine.

Wallace went on to meet with Chiang Kai-shek in Chunking, where the Soviets spied on him intensively. They discovered that Wallace had, outside earshot of his State Department minder, urged Chiang to make territorial and commercial concessions to Moscow to smooth relations after the war. The intelligence find naturally went up to Stalin. The Soviets interpreted Wallace’s extraordinary unauthorized intervention as a sign that the U.S. administration would give them a free hand in Manchuria, leading to rapacious nine-month occupation of the region from August 1945 to May 1946. By the end of that occupation, Mao’s forces were able to use it as a base to defeat Chiang’s Kuomintang and unify the mainland under Communist control.

In perhaps the most concise summary of Soviet views of Wallace, assistant foreign minister Andrey Vyshinsky, lead prosecutor at the notorious Moscow show trials of 1934 to 1938, reported to Stalin in October 1947, after meeting with Wallace at the Soviet consulate in New York, that the soon-to-be Progressive Party presidential candidate was both “sympathetic to us” and “somewhat naïve.”[15] In March and April 1948, Wallace would meet secretly with Gromyko, now UN ambassador, to plead for Stalin’s endorsement of his peace ideas—ideas that Wallace said that Stalin could draft for him. Yet the Soviets would still not accept his sincerity. Gromyko cabled Moscow that Wallace’s thoughts on disarmament were, lamentably, “much like the official position of the Americans and the British, who consider trust a prerequisite for disarmament.” The Soviets were demanding immediate American nuclear disarmament, while rejecting their own participation in any international inspections regime; neither trust nor verification were to be part of the equation. The Soviet treatment of Wallace, their most consistent and genuine friend in the Roosevelt and Truman administrations, bore out George Kennan’s quip, in 1946, that even if the United States were to disarm entirely, deliver its “air and naval forces to Russia,” and resign “powers of government to American Communists,” the Soviets would still smell a trap.[16]

The wider point is that the Soviets never showed the slightest regard for Wallace’s Jamesian belief in world peace. Wallace was an avowed capitalist (albeit one with an aberrant love of planning), and part of an imperialist establishment with which peace was only possible as a temporary political expedient. To be sure, Stalin would have welcomed a Wallace presidency, but not because it would have reduced the need for expanded frontiers in eastern and central Europe and northeast Asia, or rapid development of an atom bomb. Though Wallace insisted publicly that Stalin wanted peace “above everything else,” and that Soviet policy was directed at “the achievement of economic and social justice,”[17] the truth was quite different.

On Imperial Expansion“I saw my mission in extending the borders of our Motherland as far as possible,” Vyacheslav Molotov, Stalin’s longtime foreign minister, would explain in retirement. “It seems, Stalin and I, we coped with this task pretty well.”[18] In Russian security thinking, there was never a meaningful distinction to be drawn between offense and defense. With a western border stretching thousands of miles through unprotected plains, defense always required, in their view, extending Russian domination further into new “buffer” zones. Stalin and Molotov would therefore have welcomed a Wallace presidency not because it meant “peace” but because it would have lessened American resistance to Soviet expansion.

Particularly telling is Molotov’s explanation of why Moscow abandoned territorial claims on Turkey and withdrew its 300,000 troops from the country’s borders in 1946. “It was a good thing we retreated in time,” he said, referring to Truman’s warnings and show of naval force in the region. “Otherwise it would have led to a joint [Anglo-American] aggression against us.” It was not American disarmament, military retrenchment, and pledges of peace that saved Turkey, but rather American resolve.[19] Yet Wallace opposed financial and military aid to Turkey in 1947, declaring blithely that “there is no Communist problem in Turkey.”[20]

In Greece, where there was most assuredly “a Communist problem,” Wallace opposed aid on the grounds that “Truman’s policy will spread Communism.” Each Communist death “by American bullets,” he said, would bring forth ten more Communists.[21] Yet by October 1949, thanks to U.S. aid, the Communist guerillas would be defeated. And in February 1952, Greece would become a member of the new U.S.-led NATO security alliance. Stalin stayed out of the Greek civil war, and scolded the Yugoslavs to do so as well, not because of American peace pledges, but because he knew that Truman would not let the Communists win. “"[D]o you think that . . . the United States, the most powerful state in the world,” he scolded Yugoslav diplomats in early 1948, “will permit you to break their line of communication in the Mediterranean? Nonsense!”[22]

In Germany, the heart of the early Cold War conflict, Wallace opposed the creation of a separate democratic state in the west. Whereas Wallace believed that division of the country would lead to war with the Soviets, division in fact prevented it, as neither the United States nor the Soviet Union could countenance a united Germany being an ally of the other. Stalin’s determination to dominate a unified country is clear. “All of Germany must be ours,” he told Bulgarian and Yugoslav leaders in 1946. “That is, Soviet, Communist.”[23]

In June of 1950, Stalin gave North Korean leader Kim Il-sung permission to invade the South, and urged Chinese leader Mao Tse-tung “to immediately concentrate nine Chinese divisions on the Korean border for volunteer action in case the adversary crosses the 38th parallel.” He pledged “to provide air cover” to protect them.[24] His secret aim, Stalin explained to the Communist Czech president Klement Gottwald, was to “pull China into the struggle” and force the United States to “overextend itself.” This would “provide the time necessary to strengthen socialism in Europe” and “revolutionize the entire Far East.”[25] These were hardly the words of a Soviet leader who, in Wallace’s eyes (until 1950), “really wants peace,” and was only reacting to American aggression.[26] Wallace concluded in 1952 that, “knowing more about Russia’s methods,” it had been “a serious mistake when we withdrew our troops” from the region in 1949—a withdrawal he had back then deemed essential to promoting world peace.[27] He further explained that “Russian aggression” had caused him to reverse his opposition to the atom bomb. Korea, he explained, now “justified” holding on to it.[28]

On Atom Bomb DevelopmentOn June 14, 1946, Bernard Baruch presented the U.S. atomic regulation plan to the new United Nations Atomic Energy Commission (UNAEC). Andrey Gromyko countered with the Soviet plan five days later.

The two plans were fundamentally different. The United States wanted internationalization of atomic energy control, but insisted on effective machinery for inspection and enforcement before giving up its bombs or the industrial technique to make them. The Soviets held that international inspection would constitute intolerable interference into national sovereignty. They wanted immediate American disarmament, and violations of any future treaty subject to remedy only by approval of the Security Council—and even then, only in cases involving “aggression.”[29] This framework appeared to give Moscow carte blanche to develop and deploy atomic bombs while America disarmed. Even if the Soviets were to use such bombs for “aggression,” they could veto any punishment.

Wallace, as Commerce secretary, had, in a July 23 letter to the president, attacked the U.S. atomic plan for its “fatal defect . . . of requiring other nations to enter into binding commitments not to conduct research into the military uses of atomic energy and to disclose their uranium and thorium resources while the United States retains the right to withhold its technical knowledge of atomic energy until the international control and inspection system is working to our satisfaction.”

“Is it any wonder,” Wallace asked rhetorically, “that the Russians did not show any great enthusiasm for our plan?” He predicted that the Russians would now “redouble their efforts to manufacture bombs,” and “may also decide to expand their ‘security zone’ in a serious way.” Such aggressive efforts would then be the fault of the United States.

But Wallace (or, rather, the Soviet agent who had drafted his letter—Harry Magdoff) had grossly mischaracterized the U.S. plan. Rather than the various stages of disarmament and information-sharing being set according to U.S. whim and diktat, as Wallace had charged, Baruch’s proposal called for staged action according to “pre-arranged schedules.” This structure was precisely what Wallace was urging.

Wallace’s mischaracterizations were clearly taken from an article in the June 24 issue of Pravda, in which the Soviet journalist Boris Izakov charged, with no basis, that “the U.S. government [was] likely counting on determining on its own discretion the terms within which it will permit the international agency—‘in successive stages’—to take a peek at [its atomic] secrets.” It was, Izakov wrote, expecting “all other nations [to] show blind trust in [its] intentions.”[30]Wallace had, in fact, discussed the Pravda “atomic blast” with the Times’s Felix Belair back on June 25, and referred to it in his July 23 letter to Truman.

The resemblance between the Pravda and Wallace critiques of Baruch is uncanny. Wallace had simply accepted a Soviet caricature of U.S. policy as accurate, and had not even bothered to speak with his own country’s U.N. delegation before sending his letter to the president.[31] Once confronted with clear evidence from Baruch that his claims were inaccurate, however, not to mention damaging to the credibility of U.S. negotiators, he might have been expected to concede his mistakes. Instead, he chose to reiterate his original position—that is, Pravda’s position.

Wallace’s July 23 letter had also offered a muddled defense of Gromyko’s counterproposal. The Soviets wanted the United States to destroy all stocks of atomic weapons, finished or unfinished, within three months of an agreement’s signing. In this respect, at least, according to Wallace, Moscow’s plan “goes even further than our[s]” toward international control of atomic energy.

But this assertion was nonsensical, since Moscow’s plan contained no provision for international inspection and no mechanism for punishing violations. What Wallace had not understood was that completing a Soviet bomb had, since Potsdam, become Stalin’s overriding national objective. “International” control—which Stalin understood to be synonymous with American control—could not have been of less interest to him.

The purpose of the Gromyko plan, unveiled in June 1946, was, the State Department’s George Kennan argued, to exploit “the merciless spotlight of free information” in America to compel U.S. disarmament while the Soviets “proceed[ed] undisturbed with the development of atomic weapons in secrecy.”[32] For Washington, therefore, any credible international plan to eliminate the weapons had to manage the processes of disarmament, inspection, and control simultaneously.

Underscoring the seriousness with which the Baruch plan took the integrity of such efforts, it required the permanent members of the U.N. Security Council to renounce their vetoes with respect to any agreement. This provision was meant to ensure that no U.N. member could stymie the legitimate sanctions authority of the new atomic control agency. But the Soviets refused to accept any weakening of veto rights. To do so, Izakov wrote in Pravda, would mean “renouncing their sovereignty . . . in favour of the USA.” Wallace, notably, defended the Soviets by arguing that the veto was “completely irrelevant,” since the treaty signatories could simply declare war on a violator. Yet this point underscored that no action short of war—war unsanctioned by any international authority—would be available to the signatories if a Security Council veto could block enforcement or punishment action.

The New York Times concluded, charitably, that the “vagueness” of Wallace’s attack on U.S. policy reflected a failure to “fortify his idealism with the necessary facts.” Moreover, in being “unpardonably careless with the deadly fireworks of atomic policy,” he had undermined prospects for success in critical and delicate negotiations.[33] What even Baruch had not understood at the time, though, was that these negotiations never stood any practical chance of success.

On June 21, 1946,[34] two days after Baruch presented his plan to the UNAEC, former NKVD head Lavrenty Beria, now supervising the Soviet bomb project, submitted to Stalin for approval a draft decree of the Council of Ministers of the USSR to begin actual production of atom bombs—the first one to be ready for testing by January 1, 1948 (too optimistic by twenty months).[35] All technical hurdles had been surmounted. Stalin was now sure he had his bomb in sight, and so his diplomacy aimed at pressuring the United States to disarm while spinning out U.N. negotiations until it could be completed.

The appointment of the relentless Gromyko as Soviet representative to the UNAEC was central to carrying out the strategy of badger and delay. “[T]he American project [remains] unacceptable in substance,” according to instructions he received from the Soviet Foreign Ministry on December 27, 1946.[36] “For tactical reasons,” however, “we believe that it is necessary not to decline discussion, but to suggest its discussion point by point, simultaneously insisting on introducing amendments. Such tactics are more flexible and may give better results.” By rejecting Soviet counterproposals, the Americans would “bring odium on themselves for the break up.”[37]

That, however, would not happen. On December 30, Baruch, with Truman’s backing, demanded that the UNAEC vote. It went 10–0 in favor of the United States, with abstentions by the Soviet Union and Poland. The Soviet proposals of 1947, following a joint statement by Canada, China, France, and the U.K. condemning them, would be officially rejected on April 5, 1948, by a vote of 9–2.[38] The Soviets got their stalemate, but failed to achieve any propaganda victory.

It may be argued that since nothing like the Baruch plan could ever have secured Soviet support, given Stalin’s determination to build the bomb, Wallace’s attack on it did little damage.[39] The plan, however, represented a sincere and serious approach to marrying disarmament with a robust inspection regime, one widely supported by top peace-loving, internationalist-minded American scientists, as well as prominent liberal political figures such as Eleanor Roosevelt. As such, it deserved better than the glib treatment to which Wallace had subjected it.[40] At the very least, Wallace, by parroting Pravda and discrediting Baruch’s efforts among many progressives, only helped the Soviets escape their share of responsibility for the horrific atomic arms race that followed.

So Was the Cold War Inevitable?In short, Wallace’s Jamesian belief in peace was gravely misguided. From what we today know of Soviet ambitions in the early postwar years, a Wallace presidency could only have resulted in a delayed Cold War—delayed, that is, until November 1948, at which time he would almost surely have been defeated in an election. Wallace himself doubted he could have swung Congress or “public opinion” in his favor. “[I]t is a very grave question whether I would have been [elected] with the tactics that I would have used in order to preserve the peace,” he reflected in retirement. Most likely, he concluded, “I was done a very great favor when I was not named in ’44.”[41]

In any case, a delayed Cold War would have come at great cost to U.S. security and economic interests. A failure to resist and deter Stalin would likely have meant Soviet domination of northern Iran, eastern Turkey, the Turkish straits, Hokkaido, the Korean Peninsula, Greece, and all of Germany. Stalin, contrary to Wallace’s professions of belief, coveted these territories, and never valued peace for its own sake. As Churchill said in his famous “Iron Curtain” speech of March 5, 1946, Stalin did not desire war but “the fruits of war and the indefinite expansion of Soviet power and doctrines.”[42] And so he valued the occasion that a passive United States would have afforded him to expand his empire. In light of both Russian history and geography, one may choose to characterize Soviet expansionism as either opportunistic offense or pre-emptive defense, but expansionist probing and penetration was inevitable—whoever was in the White House.

Benn Steil is senior fellow and director of international economics at the Council on Foreign Relations and the author, most recently, of The World That Wasn’t: Henry Wallace and the Fate of the American Century.

ReferencesArkhiv Prezidenta Rossiiskoi Federatsii (The Archive of the President of the Russian Federation) [AP RF], Moscow, Russia.

Arkhiv vneshnei politiki Rossiiskoi Federatsii (The Archive of the Foreign Policy of the Russian Federation) [AVP RF], Moscow, Russia.

Baldwin, Hanson W. “Atomic Energy Control: The Points in Dispute.” New York Times. October 6, 1946

Batiuk, V.I. “Plan Barukha i SSSR”—Kholodnaia Voina. Novye podkhody. Novye dokumenty. Moskva: Institut Vseobshchei istorii RAN, 1995. (Batiuk, V.I. “The Baruch Plan and the USSR,” in The Cold War. New Approaches. New Documents. Moscow: The Institute of General History, Russian Academy of Sciences, 1995.)

Blum, John Morton (ed.). The Price of Vision: The Diary of Henry A. Wallace. Boston: Houghton Mifflin, 1973.

Churchill, Winston. “Sinews of Peace.” Fulton, Missouri. March 5, 1946.

Chuev, F. Sto sorok besed s Molotovym: Iz dnevnika F. Chujeva. Moskva: Terra, 1991 (Chuev, Felix. One Hundred Forty Conversations with Molotov: From the Diary of F. Chuev. Moscow: Terra, 1991.)

Devine, Thomas W. Henry Wallace’s 1948 Presidential Campaign and the Future of Postwar Liberalism. Chapel Hill: University of North Carolina Press, 2013.

Djilas, Milovan. Conversations with Stalin. San Diego, New York, London: Harcourt Brace & Company, 1962.

Eleanor Roosevelt Papers, George Washington University, Washington, DC.

Feinberg, Alexander. “Contrasting Views on Russian Moves.” New York Times. March 20, 1946.

Foreign Relations of the United States [FRUS]. Washington, DC: U.S. Government Printing Office.

Gerber, Larry G. “The Baruch Plan and the Origins of the Cold War.” Diplomatic History. Vol. 6, No. 1 (Winter 1982): 69–95.

Goldschmidt, Bertrand. “A Forerunner of the NPT? The Soviet Proposals of 1947.” International Atomic Energy Agency Bulletin. Vol. 28, No. 1 (March 1986).

Grieder, Peter. The East German Leadership, 1946–73: Conflict and Crisis. Manchester: Manchester University Press, 2000

Hamilton, Thomas J. “Baruch Counters Wallace, Says Atomic Policy Stands.” New York Times. September 20, 1946.

Henry A. Wallace Collection, University of Iowa, Iowa City, Iowa.

Izakov, Boris. “Mezhdunarodnoe obozrenie.” “Pravda,” 24 ijunia 1946. (Izakov, Boris. “International Review.” Pravda. June 24, 1946.)

James, William. The Varieties of Religious Experience: A Study in Human Nature. New York, London, and Bombay: Longmans, Green, 1902.

——— . The Will to Believe. New York, London, and Bombay: Longmans, Green, 1896 [1912]

Krock, Arthur. “Mr. Wallace Contributes to a Growing Impression.” New York Times. October 4, 1946.

MacDougall, Curtis D. Gideon’s Army. Three Volumes. New York: Marzani & Munsell, 1965.

Mal’kov, V.L. “Igra bez myacha: sotsial’no-politicheskii kontekst sovetskoi ‘atomnoi diplomatii’ (1945–1949).” Holodnaia voina 1945–1963. Istoricheskaia retrospektiva: Sbornik statei pod red. Jegorova, N.I., Chibarian, A.O. Moskva: OLMA-Press, 2003. (Malkov, V.L. “Off the Ball Game: Social-Psychological Context of the Soviet ‘Atomic Diplomacy’ (1945–1949).” In The Cold War 1945–1963. Historic Retrospective, edited by N.I. Jegorova and A.O. Chubaryan. Moscow: OLMA-Press, 2003.)

Morgenthau, Hans J. Politics Among Nations: The Struggle for Power and Peace, Brief Edition. Revised by Kenneth W. Thompson. New York: McGraw-Hill, 1948 [1993].

New York Times. “Wallace Says U.S. Force Should Quit Iceland Base.” March 22, 1946.

New York Times. “Text of Secretary Wallace’s Letter to President Truman on U.S. Foreign Policy.” September 18, 1946.

New York Times. “Statement by Baruch on Controversy with Wallace and Texts of Exchanges Between Them.” October 3, 1946.

New York Times. “Some Facts for Mr. Wallace.” October 4, 1946.

New York Times. “Baruch vs. Wallace.” October 6, 1946

New York Times. “Russia Says Korea Justifies Atom Bomb.” August 11, 1950

New York Times. “Wallace Says Russia Seeks to Rule World.” December 4, 1950.

New York Times. “Wallace Declares ‘Mr. X’ Story False.” March 18, 1952.

Pechatnov, Vladimir O. “The Soviet Union and the World, 1944–1953.” In The Cambridge History of the Cold War, Vol. I: Origins, edited by Melvyn P. Leffler and Odd Arne Westad. Cambridge: Cambridge University Press, 2010.

Pechatnov, Vladimir O., and C. Earl Edmondson. “The Russian Perspective.” In Debating the Origins of the Cold War: American and Russian Perspectives, by Ralph B. Levering, Vladimir O. Pechatnov, Verena Botzenhart-Viehe, and C. Earl Edmondson. Lanham, MD: Rowman & Littlefield, 2001.

Phillips, Cabell. “At 75, Henry Wallace Cultivates His Garden.” New York Times. October 6, 1963.

Pigliucci, Massimo. “The Ethics (or Lack Thereof) of Belief.” Philosophy as a Way of Life (blog), August 31, 2022.

Reminiscences of Henry Agard Wallace, 1951–1953, Columbia Center for Oral History [CCOH], Columbia University, New York, New York.

Roosevelt, Eleanor. “Plain Talk About Wallace.” Courage in a Dangerous World: The Political Writing of Eleanor Roosevelt. Edited by Allida M. Black. New York: Columbia University Press, 1999.

Rossiiskii gosudarstvennyi arkhiv sotsialno-politicheskoi istorii (The Russian State Archive of Social and Political History) [RGASPI], Moscow, Russia.

Schapsmeier, Edward L., and Frederick H. Schapsmeier. Henry A. Wallace of Iowa: The Agrarian Years, 1910–1940. Ames: Iowa State University Press, 1968.

Sovetsko-amerikanskie otnosheniia 1945–1948: Dokumenty / Pod obshchei redaktsijei Yakovleva A.N. Mezhdunarodnyi fond “Demokratiia.” Moskva: “Materik,” 2004. (Soviet-American Relations 1945–1948: Documents / Academic editor Sevostianov, G.N. International Foundation “Democracy.” Moscow: “Materik,” 2004.)

Steil, Benn, The World That Wasn’t: Henry Wallace and the Fate of the American Century, New York: Avid Reader Press / Simon & Schuster, 2024.

Stone, Oliver, and Peter Kuznick, The Untold History of the United States, New York: Gallery Books, 2012.

Wallace, Henry A. “The UN and Disarmament.” The New Republic. December 23, 1946.

——— . “The Fight for Peace Begins.” The New Republic. March 24, 1947

——— . “Stand Up and Be Counted.” The New Republic. January 5, 1948.

——— . “Where I Was Wrong.” The Week Magazine. September 7, 1952.

Wilson Center Digital Archive, Washington, DC.

[1] Stone and Kuznick (2012).

[2] See chapter 8 of Steil (2024).

[3] See, in particular, James (1902).

[4] James (1896 [1912]): https://www.gutenberg.org/files/26659/26659-h/26659-h.htm. For an excellent critique of James’s “ethics of belief,” see Pigliucci (August 31, 2022): https://philosophyasawayoflife.medium.com/the-ethics-of-belief-f1d459c572e3.

[5] James (1896 [1912]).

[6] Wallace (January 5, 1948).

[7] Morgenthau (1948 [1993]: 34).

[8] Schapsmeier and Schapsmeier (1968: 259).

[9] January 2, 1948, “My Day” by Eleanor Roosevelt, Eleanor Roosevelt Papers, George Washington University. Roosevelt (1999: 245). Devine (2013: 68).

[10] New York Times (December 4, 1950).

[11] Phillips (October 6, 1963).

[12] MacDougall I (1965: 170-171).

[13] New York Times (March 18, 1952). Wallace (September 7, 1952).

[14] A. Gromyko, “Record of conversation with Counsel (in the rank of Minister) of the Mexican government in Washington—Don Louis Quintanilla,” September 30, 1942, AVP RF, Fond 0129, op. 26, P 143, file 2, p. 27. A. Gromyko, Counsel, Soviet Embassy in the USA, to A.Ja. Vyshinsky, Assistant People’s Commissar of Foreign Affairs, November 13, 1942, AVP RF, Fond 0129, op. 26, P 143, file 6, p. 28 (NKID US Department entry stamp—January 23, 1943).

[15] “Record of conversation of Assistant Foreign Minister A.J. Vyshinsky and V.A. Zorin with US politician H. Wallace on Soviet-American relations, New York, October 14, 1947, Top Secret,” RGASPI, Fond 82, op. 2, file 1308, p. 68. L. Baranov to M. Suslov, February 27, 1948, RGASPI, Fond 17, op. 128, file 1138, p. 59.

[16] The Chargé in the Soviet Union (Kennan) to the Secretary of State, March 20, 1946, in FRUS, 1946, VI: 721–23.

[17] Feinberg (March 20, 1946). New York Times (March 22, 1946).

[18] Chuev (1991).

[19] Pechatnov and Edmondson (2001: 119).

[20] Wallace (March 24, 1947).

[21] Wallace (January 5, 1948).

[22] Djilas (1962: 141)

[23] Grieder (2000: 12); Djilas (1962: 139); Pechatnov (2010: 103); Pechatnov and Edmondson (2001: 109).

[24] Filippov [Stalin] to Soviet ambassador in Peking for Zhou Enlai, July 5, 1950—RGASPI, Fond 558, op. 11, file 334, p. 79.

[25] Filippov [Stalin] to Mikhail Silin, Soviet Ambassador in Prague, for passing the message orally to Klement Gottwald, August 27, 1950, Wilson Center Digital Archive, referring to a still classified file in RGASPI, Stalin Papers, Fond 558, op. 11, file 62, pp. 71–72.

[26] Wallace (December 23, 1946).

[27] Wallace (September 7, 1952).

[28] New York Times (August 11, 1950). See also Correspondence from Henry A. Wallace to Wayne T. Cottingham dated September 11, 1950, Henry A. Wallace correspondence [reel 47], August 1950–January 1951—Ia47-0439–Ia47-0440, Henry A. Wallace Collection, University of Iowa.

[29] Gerber (Winter 1982). Hamilton (September 20, 1946).

[30] Izakov (June 24, 1946) (italics added).

[31] Krock (October 4, 1946). Blum (1973: 581–82).

[32] Memorandum for Under Secretary of State Dean Acheson, July 18, 1946, in FRUS, 1946, I: 861–62.

[33] New York Times (October 3, 1946). New York Times (September 18, 1946), “Text of Secretary Wallace’s Letter to President Truman on U.S. Foreign Policy.” New York Times (October 4, 1946). New York Times (October 6, 1946). Krock (October 4, 1946). Baldwin (October 6, 1946).Izakov (June 24, 1946).

[34] It may have been shortly before June 21, 1946, but no later than that date.

[35] The letter of L.P. Beria to I.V. Stalin, submitting for [his] approval the draft of the Decision of SM [Council of Ministers] of the USSR, “On the plan for the development of works of CB [Construction Bureau]-11 under Laboratory No. 2 of the AN USSR Academy of Sciences of the USSR,” no later than June 21, 1946. Strictly Secret (Special File), referring to Ryabev II (1999: 432–34); sourced from AP RF, Fond 93, file 99/46, p. 20.

[36] Malkov (2003: 311)

[37] Soviet-American Relations VI (2004: 356–57).

[38] Goldschmidt (March 1986: 62–63).

[39] For a Russian (post-Soviet) statement of this position, see Batiuk (1995: 85–98).

[40] Gerber (Winter 1982) argues, unconvincingly, that Baruch’s position was so unyielding that it never represented a credible effort to reach agreement with the Soviets. But Baruch was always willing to negotiate within the confines of the U.N. General Assembly’s mandate to the UNAEC, to which the Soviet Union subscribed, which included setting up “effective safeguards” to prevent the misuse of atomic energy. The Soviets never made a counterproposal which encompassed such safeguards.

[41] Reminiscences of Henry Agard Wallace, CCOH, pp. 4567–70.

[42] Churchill, speech, “Sinews of Peace,” March 5, 1946: https://www.nationalchurchillmuseum.org/sinews-of-peace-iron-curtain-speech.html.

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On July 26, 1815, a 20-year-old woman named Elisabeth Fenning dressed in a white high-waist muslin gown. She had personally made it for her wedding to her fiancé Edward, a day that would have begun a new chapter in her life. Sadly the day never came. Instead the dress was being worn for the final chapter of her life, her death. She was preparing for the gallows where she was going to die for a crime she most likely didn't commit. Her story is one of the worst cases of miscarriage of justice in Britain.

Nonye Ugo explains.

A dpecition of Elizabeth Fenning awaiting her execution. This is from the 1912 book *William Hone: His Life and Times*. Image in the Public Domain.

Elizabeth “Eliza” Fenning was born on June 10, 1793 in the Caribbean island of Dominica.

Her parents William and Mary Fenning had a total of ten children, but only Elizabeth survived to adulthood, a common occurrence due to the high infant mortality rate at the time.

Her father had been a soldier. Upon his discharge, the family settled in London and he transitioned to selling potatoes.

The family was very poor, as such there were very few opportunities available to Elizabeth. She learnt to read and write, and by the age of 14 she entered service, working as a domestic servant.

By 23 she got a job as a cook to the wealthy Turner family, joining a staff that consisted of a maid, Sarah, and two male apprentices.

Olibar Turner, a wealthy tradesman lived at Chancery Lane, London with his wife, Margret, son Robert, and daughter in law Charlotte. Elizabeth was an easy going, dedicated worker, but a few weeks into her employment she had a falling out with Charlotte Turner, who threatened her with dismissal, for entering the room of an apprentice, partially dressed, to borrow a candle. Given the morals of the time partially dressed could even mean not wearing her stockings.

Dumplings

Elizabeth was hurt by what she considered a questioning of her morals and confided her feeling to Sarah, hinting that she now disliked Charlotte.

On March 21, Elizabeth asked to showcase her dumpling making skills and was granted permission to make dumplings and potatoes for the family lunch, and steak pie for the servants.

The Turner’s, with the exception of Margret who was absent, immediately became violently ill after eating the pudding. Elizabeth and an apprentice who had also eaten the pudding became just as sick. A doctor was called. He diagnosed arsenic poisoning and after a brief investigation, concluded it had been mixed in the dumplings.

On April 11 while the family was recovering from the effects of the poison, a still unwell Elizabeth was arrested and tried for attempted murder.

The case was presided by Sir John Sylvester at the Old Bailey. The evidence against Elizabeth was circumstantial, the state claimed she had motive, (revenge against Charlotte who had earlier reprimanded her) opportunity, (being alone in the kitchen) and means, (access to arsenic, normally used to kill rats, kept in the apprentice room drawer). Despite all their evidence being countered by facts, such as that Elizabeth had also eaten the dumplings and become sick, the drawer containing the arsenic was assessable to every member of the household, no arsenic had been found in the flour used to prepare the dumplings, and five witnesses who testified to Elizabeth’s good and honest character, the jury sentenced her to death by hanging, the then punishment for attempted murder.

Working people, angered by the injustice of the trial and convinced of her innocence, started a petition to have her reprieved. Even the Turners doubted her guilt and were ready to sign the petition but changed their minds, after being warned that they would be investigated for the crime if Elizabeth was reprieved. The reprieve was denied.

Death

So on July 26, wearing what was originally intended as a wedding dress, Elizabeth Fenning was hanged. She maintained her innocence till the end. Her funeral was held on July 31.

Immediately after, an angry mob surrounded the Turner home threatening to burn it down. They were dispersed by police, who remained days after to prevent harm to the family.

But the hatred of the Turners remained. They eventually went bankrupt and Robert Turner ended up in a workhouse. People, especially the working class, saw the injustice of her death. They knew it was a message to the poor servants: Don’t ever even think of harming your rich masters.

So did Elizabeth Fenning really try to poison the Turners?

I strongly believe that she did not. One, there was no real evidence of the sickness being caused by arsenic poisoning. The doctor, Dr. John Marshall, only assumed it was because, arsenic was in the home, and the cutlery used in eating the pudding had turned black, which he claimed was the result of arsenic on silver. That claim was later proved to be false. For all anyone knew the Turners may have been suffering food poisoning. And, just before the trial Elizabeth was given a choice - trial or deportation to a colony. She chose going to trial, obviously because she knew she was innocent and felt it would be proven.

Two, if arsenic was used Elizabeth wasn’t the only one with access to it. The two apprentices and maid Sarah did too, and Elizabeth did leave briefly to go to the butcher shop while the dumplings were being prepared. Anyone in the household could have poisoned them in her absence.

So if the Turners were poisoned, who did it?

Maybe Sarah, taking advantage of Elizabeth’s strained relationship with Charlotte, tried to poison the family knowing Elizabeth would be accused. Robert Turner on his death bed was said to have admitted to the crime.

Whatever the truth, the fact remains there was no evidence against Elizabeth Fenning. She was convicted because she was a poor Irish servant and her supposed victims were a rich English family. Her sentence and execution was one of the worst miscarriages of British justice.

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Tales of warriors and elite guards often evoke images of honor, loyalty, and legendary feats. Among these, the Varangian Guard stands out as a formidable force, renowned for their loyalty, discipline, and fierce combat prowess. Originating from the distant lands of Scandinavia, these warriors left an indelible mark on the Byzantine Empire, serving as its elite protectors for centuries. To understand the Varangian Guard, it is vital to explore their origins, composition, duties, and the pivotal role they played in the Byzantine Empire.

Terry Bailey explains.

Here, is a picture of the Varangian Guard per thethe 11th century chronicle of John Skylitzes. Here, the body of Leo V is being dragged to the Hippodrome through the Skyla Gate.

Origins and Formation

Byzantine Emperor Basil II suffered a major defeat against the Bulgarians in 986, at Trajan's Gate, a strategic mountain pass in Bulgaria. The rebels Bardas Sclerus and Bardas Phocas renewed their attempts to supplant Basil and seize the Byzantine throne for themselves. Surrounded by enemies both within and without the empire, Basil desperately needed help and turned to Prince Vladimir of Kiev. Vladimir sent 6,000 Varangian mercenaries to aid Basil.

Thus the Varangian Guard's story began in the turbulent times of the Byzantine Empire. Grappling with external threats and internal strife, foreign mercenaries were vital to the continuation of the empire. It was during this time that the Byzantine Emperor harnessed the potential of the Scandinavian warriors. The term "Varangian" originally referred to Scandinavian and Viking adventurers who ventured far from their homelands in search of riches and glory. These Norsemen hailed from regions encompassing modern-day Sweden, Norway, and Denmark, and their reputation as fearsome warriors preceded them across Europe. The Byzantine Emperor saw an opportunity in their martial skills and offered them employment as his bodyguards.

Composition and Recruitment

The Varangian Guard was comprised primarily of Norsemen, Swedes, Danes, and later, Anglo-Saxons, forming a diverse force bound by a common purpose. Recruitment into the Varangian Guard offered these warriors lucrative incentives, including generous pay, plunder, and land grants. Additionally, the promise of adventure and the allure of serving a powerful emperor in a distant land appealed to the Viking spirit of exploration and conquest.

To join the Varangian Guard, candidates underwent rigorous selection criteria, including physical prowess, combat skills, and loyalty. Those deemed worthy were sworn into service, pledging allegiance to the Byzantine Emperor and vowing to defend the empire with their lives. Once inducted, Varangian warriors adopted a distinct attire, often adorned with symbols of their Scandinavian heritage, such as runes and Viking motifs.

Duties and Responsibilities

The primary duty of the Varangian Guard was to protect the Byzantine Emperor and the imperial family. Stationed in Constantinople, the capital of the Byzantine Empire, these elite warriors formed an impenetrable shield around the emperor, deterring would-be assassins and safeguarding the throne from internal and external threats. Their presence instilled fear in the hearts of adversaries, earning them a reputation as the emperor's loyal guardians.

Beyond their role as bodyguards, the Varangian Guard played a crucial role in Byzantine military campaigns. Renowned for their ferocity and combat prowess, they served as shock troops in battle, leading the charge against enemy forces with unmatched bravery and determination. Their proficiency in wielding axes, swords, and shields made them formidable adversaries on the battlefield, striking fear into the hearts of their foes.

One notable campaign where the guard was vital to Byzantine victory under the emperor John II Komnenos was at the Battle of Beroia in 1122. The Varangians hacked their way through the enemy's circle of Pecheneg wagons, collapsing the Pecheneg position and causing a general rout in their camp.

In addition to their martial duties, members of the Varangian Guard served as elite palace guards, maintaining order within the imperial court and ensuring the security of key strategic locations. Their presence symbolized the emperor's authority and power, serving as a visible reminder of the empire's military might and prestige.

Prominence and Influence

Throughout its existence, the Varangian Guard played a pivotal role in shaping the destiny of the Byzantine Empire. The presence of these elite warriors bolstered the emperor's authority and deterred rebellions and coups, ensuring the stability and continuity of the imperial regime.

Their loyalty to the emperor was unwavering, earning them the trust and admiration of successive rulers who relied on their protection and counsel. Moreover, the Varangian Guard's influence extended beyond the confines of the imperial palace.

As foreign mercenaries serving in a distant land, they brought with them elements of their Scandinavian culture and traditions, enriching the culture of Byzantine society. Their presence in Constantinople contributed to the exchange of ideas, technologies, and customs between the Byzantine Empire and the northern realms of Europe, fostering cross-cultural interactions and mutual understanding.

Decline and Legacy

Despite their illustrious history, the fortunes of the Varangian Guard began to wane in the latter years of the Byzantine Empire. The decline of the empire, coupled with internal power struggles and external threats, weakened the once-mighty Varangian Guard. As the Byzantine Empire faced mounting challenges from Seljuk Turks, Crusaders, and other adversaries, the Varangian Guard found themselves overstretched and outnumbered.

The fall of Constantinople in 1453 marked the end of an era for the Varangian Guard. With the demise of the Byzantine Empire, the once-vaunted Varangian Guard was disbanded, However, their legacy was immortalized in tales of velour and heroism. Despite their eventual disbandment, the Varangian Guard's impact on Byzantine history and culture remains undeniable evidence of the enduring spirit of the Norse warriors who ventured far from their homelands to carve out a place in history.

Needless to say, the Varangian Guard stands as an enduring legacy of the Norse warriors who served as the elite protectors of the Byzantine Empire. Originating from distant lands, these fierce warriors left an indelible mark on Byzantine history, shaping the destiny of an empire and earning a place of honor in military history. Their loyalty, discipline, and unmatched combat prowess continue to inspire awe and admiration, providing a powerful reminder of the enduring power of the human spirit in the face of adversity.

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Note of interest

A renowned figure of the Varangian Guard was Harald Sigurdson (Hardrada), who is well known for his invasion of Northern England in 1066, where he was engaged by Harold Godwinson ruler of England at the Battle at Stamford Bridge.

However, Harald Sigurdson (Hardrada), was struck in the throat by an arrow and killed early in the battle in a state of berserkergang, (berserker rage), wearing no body armor and fighting aggressively with both hands around his sword.

However, Harold Godwinson's victory over Harold Sigurdson, (Hardrada), was short-lived, as only a few weeks later he was defeated by William the Conqueror and killed at the Battle of Hastings when he was struck in the eye by an arrow.

The fact that Harold Godwinson had to make a forced march to fight Hardrada at Stamford Bridge and then move at utmost speed south to meet the Norman invasion, all in less than three weeks, is widely seen as a primary factor in William's victory at Hastings over Godwinson's army.

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A 1998 U.S. Department of Commerce report provided the following assessment on the emergence of the internet:

"The internet's pace of adoption eclipses all other technologies that preceded it. Radio was in existence 38 years before 50 million people tuned in; TV took 13 years to reach that benchmark. Sixteen years after the first PC kit came out, 50 million people were using one. Once it was opened to the general public, the Internet crossed that line in four years".

Here, Felix Debieux returns to the site and considers the military origin of the internet - and the role of the Vietnam War in that.

A DEC PDP-10 computer. Source: Gah4, available here.

Despite the hold that the internet now has on everyday life, it is difficult to imagine it as something that was ever invented. Unlike the car, the telephone, or the aeroplane, the internet by comparison has managed to achieve ubiquity without us being able to point to an obvious creator. Of course, we see traces of the internet in apps, video games and email, but there is nothing we can picture holding, touching, or turning over in our hands for inspection.

Maybe it is the ubiquity of the internet which makes it such a daunting prospect for historians. With so many applications, how would one even begin to trace its origins? Historians might also be put off by the technical workings of the internet – the circuit boards, networks and switches. The truth, however, is that the history of the internet is more straightforward than we might expect. In fact, if it was not for its simplicity, it is arguable that the meteoric success of the internet would never have occurred.

The emergence of the internet is a story of global proportions. Its inventors (yes, there were inventors!) include the French government-sponsored computer network Cyclades, England’s National Physical Laboratory, Xerox, and the University of Hawaii. Normally placed at the foreground of the typical story are the freewheeling creatives and plucky entrepreneurs of Silicon Valley. Here, the internet is typically cast as a great liberating force that helped to decentralise power and spread democracy around the globe.

The glitz of this conventional narrative, however, obscures a much more sinister history explored in great detail by investigative reporter Yasha Levine. In Surveillance Valley: The Secret Military History of the Internet, Levine shifts the focus of the story onto one of its most important and yet consistently overlooked characters: The Advanced Research Projects Agency (ARPA). A generously funded research arm of the U.S. Department of Defense, ARPA was born out of America’s insecurities during the Cold War. Its remit grew quickly, however, to encompass a wide array of counterinsurgency and surveillance projects which played a key part in the genesis of the internet.

The best starting point for this story is the Cold War, when ARPA first appears on the scene.

The Cold War and ARPA

The origins of the internet are rooted in the heightened international tensions of the Cold War, a period during which the U.S. and Soviet Union vied for technological supremacy. Each boasted a deadly arsenal of nuclear weapons, and populations on both sides lived in fear of surprise attack. In the U.S., paranoia peaked in 1957 with the launch of the Soviet satellite Sputnik 1. The success of the Soviet’s in reaching space first shattered America’s sense of exceptionalism. Politicians seized on the launch as a sign of U.S. military and technological weakness. How had America fallen behind the reds in something so vital?

President Dwight Eisenhower was vilified for appearing to have fallen asleep at the wheel. Generals and political rivals spun tales of an impending Soviet conquest of Earth and space, and pushed for greater military spending. Even Vice President Richard Nixon publicly criticised Eisenhower, informing business leaders that the technology gap between America and the Soviet Union was too great for them to expect a tax cut. As the public reeled from defeat in the so-called Space Race, Eisenhower knew that the only way to save face was to do something big, bold and very public.

It was against this backdrop that Eisenhower established ARPA in 1958. The idea was straightforward. With a small staff count and a large budget, ARPA would function as a civilian-led unit housed by the Pentagon. It would neither build or run its own research facilities, but instead would operate as an executive management hub that identified priorities and then siphoned the research out to universities, private research institutes, and military contractors. ARPA would bring together some of the top scientific minds in the country, with the aim of keeping American military technology ahead of the communists. One area given priority were the perceived vulnerabilities in U.S. computer communications. Indeed, military commanders were very keen to develop a computer communications system without a central core, and with no obvious headquarters that could easily be knocked out by a single Soviet strike (thus crippling the entire U.S. network).

The ARPANET

ARPA was therefore tasked with testing the feasibility of a large-scale computer network. Lawrence Roberts, the first person to have succeeded in connecting two computers, was responsible for developing the network, and collaborated closely with scientist Leonard Kleinrock. By 1969, the first packet-switch network was developed and Kleinrock successfully used it to send messages to another site. The ARPA Network, or ARPANET - the grandfather of the internet as we know it - was born.

Originally, there were only four computers connected when the ARPANET was created. These were located in the computer labs of UCLA (Honeywell DDP-516 computer), Stanford Research Institute (SDS-940 computer), University of California, Santa Barbara (IBM 360/75) and the University of Utah (DEC PDP-10). The first data exchange over this new network was between computers at UCLA and the Stanford Research Institute. On their first attempt to log into Stanford's computer by typing "log win," UCLA researchers crashed their computer after typing the letter “g”.

In time the network would expand, and different models of computer were connected. This gave rise to inevitable compatibility issues. The solution rested on an improved set of protocols called TCP/IP (Transmission Control Protocol/Internet Protocol) that were designed in 1982. This worked by breaking data into IP (Internet Protocol) packets, akin to individually addressed digital envelopes. TCP (Transmission Control Protocol) then ensured that the packets were delivered from client to server and reassembled in the right sequence.

Through the ARPANET, we see the emergence of several computing innovations which we take for granted today. Notable examples include email (or electronic mail), a system that allows for simple messages to be sent to another person across the network (1971), telnet, a remote connection service for controlling a computer (1972) and file transfer protocol (FTP), which allows information to be sent from one computer to another in bulk (1973).

In its early days, the ARPANET was seen largely as a tool for academic engineers and computer scientists. It linked departments at several universities into a wider network, which by 1973 had expanded to over 30 intuitions in locations as far apart as Hawaii and Norway. While we could choose to end the story of the ARPANET here, it is only by following the roots deeper that we are able to acquire a fuller understanding of how the technology came to be. Indeed, while academic scientists were busy using the ARPANET to establish connections between research sites, it was a conflict taking place thousands of miles away which provided the perfect conditions for the technology to be tested and refined.

Vietnam

Some further context is likely to be useful here. During the Cold War, the U.S. faced regional insurgencies against allied governments. From Algiers to Laos, from Nicaragua to Lebanon, most of these conflicts shared common characteristics. They were born out of local movements, they recruited local fighters, and they were supported by local populations. No matter how many nuclear weapons the U.S. boasted, countering insurgencies of this nature was not something that a conventional military operation was equipped to deal with. There was an obvious need to modernise and expand U.S. military capabilities, the case for which was made very clear by President Kennedy in his 1961 message to Congress:

The Free World’s security can be endangered not only by a nuclear attack, but also by being slowly nibbled away at the periphery, regardless of our strategic power, by forces of subversion, infiltration, intimidation, indirect or non-overt aggression, internal revolution, diplomatic blackmail, guerrilla warfare or a series of limited wars […] we need a greater ability to deal with guerrilla forces, insurrections, and subversion”.

In essence, Kennedy envisioned cleverer and more sophisticated ways of fighting communism. What better institution was there than ARPA to develop the modern technological capabilities which the U.S. so desperately needed? In response to Kennedy’s speech, the CIA, the Pentagon, and the State Department drew up plans for a massive programme of covert military, economic, and psychological warfare initiatives to deal with one of America’s key geopolitical problems: the growing insurrection in Vietnam.

Among the biggest beneficiaries in the funding pipeline was ARPA’s Project Agile, a high-tech counterinsurgency programme which aimed to support the government of South Vietnam in researching and developing new techniques for use against the Vietcong. More specifically, Project Agile sought to develop weapons and adapt counterinsurgency gadgets suited to the dense, sweltering jungles of South East Asia. Some of the initiatives in the project included:

§ Testing light combat arms for the South Vietnamese military, which led to the adoption of the AR-15 and M-16 as standard-issue rifles.

§ Developing a light surveillance aircraft that glided silently above the jungle canopy.

§ Formulating field rations and food suited to the hot, wet climate.

§ Developing sophisticated electronic surveillance systems and elaborate efforts to collect all manner of conflict-related intelligence.

§ Working to improve the function of military communication technology in dense rainforest.

§ Developing portable radar installations that could be floated up on a balloon.

Through Project Agile, ARPA would push the boundaries of what contemporaries considered technologically possible. It pioneered electronic surveillance systems that were decades ahead of their time.

Agile was by no means the only ARPA battlefield project. Indeed, among ARPA’s most ambitious initiatives was Project Igloo White, a multi-billion-dollar computerised surveillance barrier. Operated out of a secret air force base in Thailand, the project involved depositing thousands of radio-controlled seismic sensors, microphones, and heat and urine detectors in the jungle. These eavesdropping devices, disguised as sticks or plants and usually dropped from aeroplanes, transmitted signals to a centralised computer control centre which alerted technicians to any movement in the bush. If movement was detected, an air strike was called in and the area was blanketed with bombs and napalm. Igloo White could be described as a giant wireless alarm system that spanned hundreds of miles of jungle. As the US Air Force explained: “we are, in effect, bugging the battlefield”.

Soon we will see how ARPA’s burgeoning surveillance and counterinsurgency expertise fed into the development of the ARPANET. But first it is necessary to understand ARAP’s deepening role in the conflict.

Know thy enemy

While the development of high-tech counterinsurgency and surveillance equipment was an important dimension of ARPA’s role in the war, key to our story is the application of the technology to the examination and study of rebellious peoples and their culture. This was the truly visionary part of ARPA’s mandate: to use advanced science not just to develop weapons, but to beat the motivated and well-disciplined Vietnamese insurgents. The idea was to understand why they resisted, to weaken their resolve, to predict insurgency, and to prevent it from maturing. The value of this science to the U.S. military, deployed to a hostile environment which they did not understand, was obvious.

In a step up of its activities, ARPA was given license to figure out how to weaponize anthropology, psychology, and sociology in support of the military’s counterinsurgency work. ARPA doled out millions of dollars to studies of Vietnamese peasants, captured Vietcong fighters, and rebellious hill tribes of northern Thailand. Swarms of ARPA contractors—anthropologists, political scientists, linguists, and sociologists—put poor villages under the microscope. Their work involved measuring, gathering data, interviewing, studying, assessing, and reporting on their inhabitants. As Levine explains, “the intention was to understand the enemy, to know their hopes, their fears, their dreams, their social networks, and their relationships to power”.

Studies commissioned by ARPA contractors sought answers to the questions which nagged at the American psyche: why were North Vietnamese fighters not defecting to our side? What was so appealing about their cause? Don’t they want to live like we do in America? Why was their morale so high? 2,400 interviews of North Vietnamese prisoners and defectors were conducted, generating tens of thousands of pages of intelligence. Perhaps the clearest illustration of ARPA’s application of science to socio-cultural problems was its work on the Strategic Hamlet Programme. The programme was a pacification effort that had been developed as part of Project Agile, and involved the forced resettlement of South Vietnamese peasants from their traditional villages into new areas that were walled off and made “safe” from Vietcong infiltration.

In addition, ARPA funded several projects which sought to pinpoint the precise socio-cultural indicators that could be used to predict when tribes would go insurgent. One initiative involved a team of political scientists and anthropologists sent from UCLA and UC Berkeley to Thailand to map out the religious beliefs, value systems, group dynamics and civil-military relationships of Thai hill tribes, focusing in particular on predictive behaviour. A project report summarised the objective: “to determine the most likely sources of social conflict in north east Thailand, concentrating on those local problems and attitudes which could be exploited by the communists”.

Not content with merely gathering intelligence, ARPA also experimented with how it could shape indigenous populations. For example, one study carried out for ARPA by the CIA-connected American Institutes for Research (AIR) attempted to gauge the effectiveness of counterinsurgency techniques deployed against rebellious hill tribes. Techniques included assassinating tribal leaders, forcibly relocating villages, and using artificially-induced famine to pacify rebellious populations. A 1970 investigation for Ramparts magazine detailed the effects of these brutal counterinsurgency methods on the Meo hill tribe: “conditions in the Meo resettlement villages are harsh, strongly reminiscent of the American Indian reservations of the 19th century. The people lack sufficient rice and water, and corrupt local agents pocket the funds appropriated for the Meo in Bangkok.”

While ARPA’s activities in Vietnam were certainly disturbing, we have yet to explain their relevance to the creation of the ARPANET. An understanding of how ARPA’s science projects were adapted from the jungles of Vietnam and used back home on American citizens will bring us closer to an explanation.

Spying at home

To contemporaries, America in this period must have felt like it might explode at any second. Race riots, militant black activism, left-wing student movements, and anti-war protests were rife. In 1968 alone, Robert Kennedy and Martin Luther King Jr. were both assassinated, the death of the latter sparking riots across the country. In November the following year, three hundred thousand people descended on Washington D.C. for the largest anti-war protest in American history. Suspicion of communist agitation was high, and U.S. intelligence services focused their resources on weeding out communist troublemakers - both real and alleged.

This climate of suspicion and paranoia afforded ARPA the perfect conditions in which to refine everything it had learned in Vietnam in a domestic setting. Take its work on the Strategic Hamlet Programme. Perhaps the most unsettling aspect of the initiative is that it was, at least in part, always intended to serve as a model for counterinsurgency operations elsewhere in the world – including against black Americans living in inner cities back home. This was made explicit in the project proposal:

The potential applicability of the findings in the United States will also receive special attention. In many of our key domestic programs, especially those directed at disadvantaged sub-cultures, the methodological problems are similar to those described in this proposal […] the application of the Thai findings at home constitutes a potentially most significant project contribution”.

Once the war in Vietnam had concluded, ARPA researchers returned to the U.S. and began applying the lessons of the programme to the domestic problems of racial and socio-economic inequality.

One of the strongest insights we have into ARPA’s domestic turn comes from a shocking exposé, which dragged the agency’s work out into the sunlight. From 2nd June 1975, NBC correspondent Ford Rowan appeared on the evening news every night for a week to warn millions of viewers that the country’s military had built a sophisticated computer communications network and was using it to spy on Americans:

Our sources say, the Army’s information on thousands of American protesters has been given to the CIA, and some of it is in CIA computers now. We don’t know who gave the order to copy and keep the files. What we do know is that once the files are computerized, the Defense Department’s new technology makes it incredibly easy to move information from one computer to another […] this network links computers at the CIA, the Defense Intelligence Agency, the National Security Agency, more than 20 universities, and a dozen research centres, like the RAND Corporation”.

Rowan was no doubt talking about the ARPANET, and warning his fellow citizens of the threat that its networking capabilities posed to American freedoms. This was a story which Rowan had pieced together from the testimony of whistleblowing ARPA contractors, who had grown increasingly uncomfortable with this new application of the ARPANET. His reporting offers a vital window into how the U.S. defence and intelligence communities were using network technology to snoop on Americans in the very earliest version of the internet. Surveillance was baked into its original design.

A demonstration of the technology in action can be gleaned from its use against communists, both real and alleged, living in American.

Targeting communists

One of the most illustrative domestic counterinsurgency and surveillance operations conducted against Americans went by the name CONUS Intel (Continental United States Intelligence). Managed by U.S. Army Intelligence Command, CONUS Intel deployed thousands of undercover agents with the aim of infiltrating anti-war groups, monitoring left-wing activists, and filing reports in a centralised database on millions of U.S. citizens. The scale of CONUS Intel was far reaching. Agents reported on the smallest of protests, monitored labour strikes, and kept detailed notes on union supporters. At the 1968 Democratic National Convention they even tapped the phone of Senator Eugene McCarthy, a vocal critic of the Vietnam War. Agents infiltrated a meeting of Catholic priests who protested the church’s ban on birth control. They spied on the funeral of Martin Luther King, mingling with mourners and recording any discussions they heard. They even infiltrated the 1970 Earth Day festival, photographing and filing reports on anti-pollution activists.

In January 1970, former military intelligence officer and whistleblower Christopher Pyle published an exposé in the Washington Monthly which revealed details of CONUS Intel to the public. “When this program began in the summer of 1965, its purpose was to provide early warning of civil disorders which the Army might be called upon to quell in the summer of 1967,” reported Pyle. “Today, the Army maintains files on the membership, ideology, programs, and practices of virtually every activist political group in the country”. This is identical to the way in which ARPA had curated the lives, behaviours and cultures of Vietnamese insurgents.

Pyle’s exposé went on to describe how CONUS Intel’s surveillance data was encoded onto IBM (International Business Machines Corporation) punch cards and fed into a computer located at the Army Counter Intelligence Corps Centre at Fort Holabird. The centre was equipped with a terminal link that could be used to access almost a hundred different information categories and to print out reports on individual people. As Pyle explained:

In this respect, the Army’s data bank promises to be unique. Unlike similar computers now in use at the FBI’s National Crime Information Center in Washington and New York State’s Identification and Intelligence System in Albany, it will not be restricted to the storage of case histories of persons arrested for, or convicted of, crimes. Rather it will specialize in files devoted exclusively to the descriptions of the lawful political activity of civilians”.

As with Rowan’s exposé, Americans were warned again that their freedoms were under threat. In this case, we see how ARPA’s techniques and technology - which had first been used to predict communist uprisings in Vietnam - were now being applied for precisely the same purpose against perceived domestic enemies. Indeed, the same ARPANET which academics had used to link research sites also provided the intelligence community with some of its earliest network surveillance capabilities. On a fundamental level, the academic and military applications were no different. Weeding out communists required surveillance, intelligence, computers to process the intelligence, and networks to transmit the intelligence between advisors in remote locations and their commanding officers in the Pentagon, Whitehouse, or elsewhere. Surveillance of this kind cannot be separated from either the creation of the ARPANET nor the emergence of the internet.

Conclusion

In examining the military origins of the internet we are confronted with a paradigm shift. Over a short span of time, we see how counterinsurgency and surveillance capabilities came to play a much greater role on the battlefield than trained soldiers. ARPA played a critical role in this shift. Indeed, its work on the ARPANET provided the ability to manage counterinsurgency and surveillance operations on an unprecedented scale. The networking technology it provided transformed the way in which enemies were monitored and studied, and the ways in which intelligence was gathered, processed and deployed. While ARPA outwardly preferred to talk up the academic benefits of the ARPANET, we cannot escape the military imperatives at the heart of its development.

Taking this a step further, the development of the ARPANET demonstrates how the boundaries between military and civilian life - already eroded by previous 20th century conflicts - took on a disturbing permanence during the Cold War era. Indeed, technology ostensibly developed for academic use proved highly effective in military operations. In turn, military operations provided the conditions needed for the further experimentation and refinement of the technology. In this context, the fine points of distinction between enemies on the battlefield and civilians back home seemed unimportant. The latter increasingly came to be seen as legitimate targets for counterinsurgency and mass surveillance.

To end on an optimistic note, we should also reflect on the importance of whistleblowers, testimony and exposé. At different points during our story, figures like Ford Rowan and Christopher Pyle were willing – some might even say brave – to call out what they saw as the immoral use of new technology against civil liberties. Their efforts to warn Americans of the dangers of mass surveillance and intelligence gathering played a part in holding those with power to account. This feels particularly important today. In recent years, we have seen the reach of the state dwarfed by the emergence of new players in the form of Big Tech. These companies, and the products and services they provide, have opened up new concerns about the way in which the internet works and who benefits from it. While these concerns are not likely to be resolved any time soon, it is worth remembering how people in the past sought to address the earliest ethical questions of the internet.

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References

Yasha Levine, Surveillance Valley: The Secret Military History of the Internet (2019)

In the Beginning, There Was Arpanet | Air & Space Forces Magazine (airandspaceforces.com)

Inside DARPA, The Pentagon Agency Whose Technology Has 'Changed the World' : NPR

The Emerging Digital Economy | U.S. Department of Commerce

https://en.wikipedia.org/wiki/Strategic_Hamlet_Program

How the internet was invented | Internet | The Guardian

INTERNET Prehistory: ARPANET Chronology

The Origin and Nature of the US “Military-Industrial Complex”

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June 28 this week marks the 110th anniversary of the assassination of Archduke Franz Ferdinand and his wife Sophie in Sarajevo, the capital of Bosnia and Herzegovina. The assassination was one of history's greatest turning points, putting into play the diplomatic crisis that led to the First World War. However, it happened by accident, as a result of a whole series of mistakes and missed opportunities.

Alan Bardos, author of a related novel (Amazon US | Amazon UK) explains.

A depiction of the assassination of Archduke Franz Ferdinand of Austria in Sarajevo. From *Domenica del Corriere*, by Achille Beltrame.

Oskar Potiorek

Bosnia and Herzegovina was a hotly disputed territory in 1914. It had been annexed by the Austro-Hungarian Monarchy in 1910 from the crumbling Ottoman Empire, but was also claimed by neighboring Serbia and had a growing nationalist movement amongst its youth who wanted it to be part of a South Slav state. The decision to send the crown prince of Austro-Hungary into such an unstable region, to attend army maneuvers, was largely made in an attempt to strengthen the monarchy’s rule; charming the local population and demonstrating its military might.

The security for Franz Ferdinand’s visit fell to the military governor of Bosnia and Herzegovina, General Oskar Potiorek. Potiorek wanted to become the Chief of the General Staff and saw the visit as an opportunity to stake his claim. Franz Ferdinand was a fastidious man, prone to fits of rage and was known as ‘The Ogre’ in court circles. A single error could have finished the governor’s career. The Archduke had already blocked Potiorek’s promotion, twice.

Potiorek paid close attention to every aspect of the Archduke’s needs during the visit. He had an extraordinary eye for detail. He over saw all arrangements, from ensuring that the Archduke’s wine would be served at the correct temperature, to building him a private chapel.

Nothing was left to chance, that is except the security of Franz Ferdinand’s visit to Sarajevo. Austro-Hungarian intelligence was aware of plots against Archduke Ferdinand and the danger posed by Serbia who were attempting to resist Austro-Hungarian expansion in the region. There was however no definite evidence of a plot against Archduke Franz Ferdinand, threats of this kind were not unusual in the increasingly volatile Austro-Hungarian monarchy.

A schoolboy conspiracy

Unlike other areas of the Monarchy there had not been any violence attributed to nationalism in Bosnia. Potiorek did not recognize the growing nationalism among the youth that had inspired a Young Bosnia Movement and the assassins.

This reflects the Austro-Hungarian Government’s attitude to the threat placed by the nationalist movements in their Balkan provinces. No attempt was made to counter them because the security services did not believe they existed. The idea that half-starved schoolboys could be any kind of a threat was too ridiculous to contemplate.

There were officials in Sarajevo who did understand the growing danger from these “schoolboys” and that they were working with Serbia. The police commissioner for Sarajevo, Dr Edmund Gerde, advised Potirok that there was a conspiracy, two weeks before Franz Ferdinand’s visit. Dr Sunaric the vice president of the Bosnian Parliament urged Potiorek to cancel the archducal visit because of possible Young Bosnia activity. Potiorek dismissed these warnings.

Archduke Ferdinand himself was warned about the possibility of an assassination attempt, but travelled to Bosnia nonetheless, albeit reluctantly. Franz Ferdinand’s wife Sophie insisted on accompanying her husband when she heard of the threats, as she did not believe anyone would shoot at him if a woman was by his side.

The night before the Royal couple were due to visit Sarajevo, Sophie met Doctor Sunaric at a state dinner and told him that he was wrong. Wherever they had been, ‘everyone had greeted them with great friendliness’. Doctor Sunaric responded ‘Your Highness, I pray to God that when I have the honor of meeting you again tomorrow night, you can repeat those words to me.’

One of the most tragic aspects of the whole affair is that Archduke Franz Ferdinand decided to cancel the visit to Sarajevo following the state dinner, possibly having been warned by the local police, but he was persuaded to complete the planned itinerary by Colonel von Merizzi, Governor Potiorek’s aide-de-camp.

Sarajevo, Sunday morning, June 28, 1914

Potiorek left the protection of Franz Ferdinand largely to the officers of the Archduke’s entourage. There were only 120 gendarmes lining the streets, to provide security in a city of over 50,000 people. Bringing in additional policemen was deemed to be too expensive, as all of the budget had gone on building the chapel for Franz Ferdinand. Potiorek also refused to use the troops from the maneuvers as extra security. He felt a strong military presence would offend the local inhabitants and the soldiers did not have their dress uniforms.

Consequently one of the conspirators in the assassination plot, Nedeljko Cabrinovic, was able to throw a bomb at the Archduke’s car as it drove to the official reception. The bomb missed, but when the motorcade reached the reception Potiorek took full responsibility and assured Franz Ferdinand that the danger had passed.

Potiorek spurred the suggestion that troops be used to clear the streets stating, ‘do you think that Sarajevo is full of assassins?’ Potiorek did suggest cutting the Archduke’s itinerary short and proceeding to his residence for lunch. To avoid any further danger in the narrow backstreets that the Archduke was scheduled to drive through.

The Archduke however wanted to visit the wounded from the earlier bombing. In the ensuing confusion the change of route was not communicated to the driver of the first car in the Archduke’s motorcade. When the motorcade left the reception the lead driver stuck to the original route and turned into a backstreet.

As the Archduke’s car began to follow, Potiorek realized the mistake and ordered the driver to stop. In front of 19 year old Gavrilo Princip, who fired twice with a Browning model semi-automatic pistol, killing the Archduke and Sophie, and sparking the First World War.

The fact that Potiorek was in the car and that Princip claimed to be shooting at him when he shot Franz Ferdinand’s wife, has meant that Potiorek was never held to account for his actions. The blame was placed on Serbia. The assassins were aided by elements in Serbian intelligence, but if Potiorek had followed the advice of his police chief; or acted decisively following the first assassination attempt, Gavrilo Princip and the ensuing war could have been stopped.

The events depicted in this article inspired Alan Bardos’ novel ‘The Assassins’, which can be purchased here: Amazon US | Amazon UK

Sources

'One Morning in Sarajevo', David James Smith

'The Archduke and the Assassin', Lavender Cassels

'The Road To Sarajevo', Vadmire Dedijer

'The Desperate Act', Roberta Strauss Feuerlicht.

'Archduke of Sarajevo: The Romance & Tragedy of Franz Ferdinand of Austria', Gordon Brook-Shepherd

'The Assassination of the Archduke', Greg King & Sue Woolmans

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One man links two of the most notorious crimes of the nineteenth century – an Irish American by the name of Francis Tumblety. It stretches credulity but this individual, arrested in 1865, as a suspected member of the gang behind the assassination of President Abraham Lincoln, was also detained by Scotland Yard in 1888 over the Jack the Ripper case.

Tony McMahon, author of a related book (Amazon US | Amazon UK), explains.

Francis Tumblety in a military uniform.

If the story rested on the bizarre coincidence of the arrests in 1865 and 1888, that would be compelling enough. But during my research, I encountered an extraordinary figure whose life consisted of a series of crises and scandals. It included two manslaughter cases; violent assaults; arrests for gross indecency; and accusations of business fraud. Then add to that being arrested as a suspected co-conspirator in the Lincoln assassination and Scotland Yard drawing up charges in relation to the Jack the Ripper case.

Even after the 1888 arrest over the Ripper murders - when Tumblety jumped bail and escaped to New York - he was soon in court for striking a young man while Manhattan later shuddered in horror at news of a copycat Ripper killing in a hotel. New Yorkers were convinced the Whitechapel murderer was in their midst and the newspapers pointed an accusing finger at Tumblety.

Tumblety did not operate in the shadows. Far from it. Styling himself the Indian Herb Doctor, he was a high-profile medicine man skillfully using the emerging mass circulation newspapers to transform himself into a nineteenth century celebrity, known throughout north America (Canada and the United States). In fact, his celebrity, and the networks he developed in high society, played a key role in protecting him from imprisonment on multiple occasions. It may also explain why he was not extradited from the United States to face the Ripper charges in London after absconding.

Tumblety’s sexuality

As an LGBT historian, I am fascinated by Tumblety’s very open homosexuality. The term was yet to be popularized in the mid-nineteenth century but nobody needed sodomy to be defined. Gay men were recognized in clubs, theatres, and taverns. Journalists commented on the doctor's nocturnal cruising and very literal clashes with younger men he picked up, then fell out with bitterly. He supplied great copy for the gossip columns of the newspapers given his repeat brushes with the police and courts. For decades he was tailed by the Pinkerton detective agency who seemed obsessed by the doctor’s man problems.

While he has been recognized as a Ripper suspect since his arrest, Tumblety’s sexuality has often been skirted around, maybe to save the blushes of some Ripperologists. Also because it raises awkward questions about his motives in the Ripper murders, which I set out to tackle in the book. To understand the kind of life he led and how he came to be implicated in these two enormous crimes, it’s impossible not to put his homosexuality center stage.

Tumblety claimed to be disinterested in the opposite sex after marrying a woman he then discovered was a prostitute. I suspect this story, told by Tumblety in his multi-edition slim autobiography, may not be true. It offered a cover for his same sex preference coupled with a violent misogyny noted by the American police and shared by them with Scotland Yard. The London police were further convinced he was Jack the Ripper after reports in the American press that Tumblety owned a grotesque collection of uteruses in glass jars which he displayed at his all-male dinner parties. The Ripper’s second victim, Annie Chapman, was missing her uterus when her body was discovered.

America

This intriguing figure began his life in Dublin but like many Irish at the time, including many of my ancestors, he boarded a ship for a new life in America. His family set up home in Rochester, New York, and the Irish teenager lived in miserable poverty. But he was growing up in a country experiencing rapid growth where hucksters and opportunists changed their backstory, adopted a glamorous persona, and fleeced the vulnerable, making considerable fortunes. This was capitalism at its most unregulated and freewheeling.

Clearly not without talent, Tumblety set himself up as a completely unqualified doctor with a flamboyant persona. To promote his dubious medical business, he processed down main street on a circus horse with a plumed helmet and assistant dressed as a native American handing out leaflets. With bombastic language, he declared war on mainstream physicians and claimed his herbal cures could tackle everything from pimples to cancer.

The association with Lincoln began with an astonishing appearance on horseback behind Lincoln’s carriage when the newly elected president processed through New York, having just been elected president in early 1861. Journalists were aghast at this unlikely vision, as the herb doctor was embroiled at that moment in a rather sordid legal case involving one of his young male assistants. Yet Tumblety ignored the brouhaha and set out to ingratiate himself with the president by moving to Washington DC, attending Lincoln’s public appearances.

However, he seems to have been playing a double game. I’ve uncovered evidence linking Tumblety to at least two members of the gang that plotted Lincoln’s assassination and a newspaper article from 1914 that proves he knew the man who fired the fatal bullet: John Wilkes Booth. Little wonder that Tumblety was arrested and held at the Old Capitol Prison in the aftermath of the presidential slaying. Somehow, though, he was able to walk out of jail a free man.

After Lincoln

The quarter of a century between the Lincoln killing and the Ripper murders saw Tumblety flitting between America and Europe. The police and Pinkerton agency continuing to keep tabs on this strange character. I believe he contracted syphilis at some point and that the condition impacted both his physical and mental health as we approach 1888. The alleged manslaughter of a patient in Liverpool led to no conviction, possibly the result of an out-of-court settlement. Then the herb doctor was arrested over gross indecency with four men. While he was being held, Scotland Yard changed tack, realizing he was Jack the Ripper.

Without giving too much away, he ends up back in the United States and it’s his last years, neglected up until now, that are very revelatory. There is clear proof that Tumblety had cultivated networks in the Irish American diaspora and what passed for a gay community. In two cases, respected political figures rescued him from criminal convictions – but for what reason?

Conclusion

American journalists had no doubt that Tumblety was the notorious serial killer who had struck terror into the streets of Whitechapel. I share some ideas, based on his life experience and character, that explain why a gay man would have committed such heinous acts. His sexuality does not rule him out at all. Reporters speculated on other crimes that he may have been linked to and the possibility that one of his “valets” – young male employees – could have helped him on his murder spree.

To me, Tumblety presents a far more intriguing prospect as Jack the Ripper than a rogue member of the Royal Family or a conspiracy by Freemasons. He was a rags to riches story that guides us through Civil War America, the Gilded Age, and on to the streets of Victorian London. His life was turbulent, violent, and scandalous. What he did was unforgivable and sheds so much light on the sexual politics, media landscape, and precarious existence that millions of people led during this period.

Tony McMahon’s new book Jack the Ripper and Abraham Lincoln: One man links the two greatest crimes of the 19th century is available here: Amazon US | Amazon UK

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In the twilight of the 19th century, the world watched as China convulsed in a tumultuous uprising known as the Boxer Rebellion. This cataclysmic event, which erupted in 1900, was not merely a clash of arms, but a collision of civilizations, ideologies, and ambitions. At its core, the Boxer Rebellion was a struggle for the soul of China, pitting traditional values against encroaching foreign influence.

Here Terry Bailey delves into the multifaceted dimensions of the rebellion, outline the foreign powers involved, their political aims, the valor recognized through decorations like the Victoria Cross and Congressional Medal of Honor, and the perspectives of the Chinese Boxers, including the pivotal role played by Empress Dowager Cixi.

The photo shows foreign forces inside the Forbidden City in Beijing in November 1900 during the Boxer Rebellion.

Origins of the Boxer Movement

To comprehend the Boxer Rebellion, one must understand its roots deeply entwined with China's history of internal strife and external pressures. The late 19th century saw China reeling from a series of humiliations at the hands of foreign powers, compounded by internal turmoil and economic distress. The Boxers, officially known as the Society of Righteous and Harmonious Fists, emerged as a grassroots movement fueled by resentment towards foreign domination and perceived cultural erosion.

The International Response

As the Boxer movement gained momentum, foreign nationals and missionaries in China became targets of violent attacks, triggering international alarm. In response, an Eight-Nation Alliance composed of troops from Austria-Hungary, France, Germany, Italy, Japan, Russia, the United States and the United Kingdom intervened to quell the rebellion and protect their interests in China.

Each member of the alliance had its own political aims and agendas driving their involvement in the conflict. For instance, European powers sought to safeguard their economic privileges and spheres of influence in China, while Japan seized the opportunity to assert its growing regional power. The United States, keen on preserving its ‘Open Door Policy’ and ensuring the safety of American citizens, also joined the intervention force.

The Boxers' Perspective

Contrary to portrayals by Western accounts, the Boxers were not merely mindless fanatics but individuals driven by a complex blend of nationalism, religious fervor, and socio-economic grievances. Comprising primarily of peasants and martial artists, the Boxers perceived themselves as defenders of Chinese tradition against the encroachment of Western imperialism and Christian missionary activities.

For the Boxers, their struggle was not just against foreign powers but also against the corruption and decadence of the Qing dynasty. Their rallying cry, "Support the Qing, destroy the foreigners," encapsulated their belief in restoring China's glory by expelling foreign influence and purging the nation of perceived traitors.

Empress Dowager Cixi's Role

At the heart of the Boxer Rebellion stood Empress Dowager Cixi, a formidable figure whose political maneuvering would shape the course of Chinese history. Initially hesitant to openly support the Boxers, Cixi eventually threw her support behind the movement, viewing it as a means to bolster her own waning authority and expel foreign influences.

Cixi's decision to align with the Boxers proved fateful, leading to a declaration of war against the Eight-Nation Alliance. Despite her efforts to galvanize Chinese forces, the coalition's superior firepower and logistical prowess ultimately overwhelmed the Boxer forces and brought about the collapse of their rebellion.

Legacy of the Boxer Rebellion

The Boxer Rebellion left an indelible mark on China and the world, reshaping geopolitical dynamics and fueling nationalist sentiments. While the intervention of the Eight-Nation Alliance temporarily quelled the uprising, it also deepened China's resentment towards foreign powers and sowed the seeds of future conflicts, in addition to further internal strife.

The rebellion's aftermath witnessed the imposition of harsh indemnities on China, further weakening the Qing dynasty and hastening its eventual collapse. The events of 1900 served as a stark reminder of the perils of imperialism and the enduring struggle for national sovereignty.

Sun Yat-sen, known in China as Sun Zhongshan was the eventual galvanized the popular overthrow of the imperial dynasty through his force of personality. Which occurred on the 19th of October 1911. At the time of the eventual successful overthrow of the 2000 year old dynasty Sun Yat-sen was in America attempting to raise funds for the future of China.

He was a highly educated individual who was strongly opposed to the actions of the Boxers before and during the rebellion, knowing that violent offensive action against the strong foreign powers would be detrimental to China’s future.

In conclusion

The Boxer Rebellion is an outstanding example of the complexities of history, where competing interests, ideologies, and aspirations converge in a crucible of conflict. Reflecting on this turbulent chapter, it is possible to be reminded of the enduring quest for dignity, autonomy, and justice that transcends borders and generations.

Additionally, the history of the Boxer rebellion should provide a stark reminder for any nation that decides to intervene into another nation’s concerns where the intervening power has hidden political agenda residing below the surface.

This reminder should be dealt to all nations, not only where a political fueled agenda influences an intervention by military force but any intervention that the preservation and protection of life is not the prime concern of military action.

“war is a continuation of politics by other means,”

Carl Philipp Gottfried von Clausewitz, 1st of July 1780 – 16th of November 1831

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Victoria Cross and Congressional Medal of Honor Recipients

The Boxer Rebellion witnessed acts of exceptional bravery and heroism, recognized through prestigious military decorations such as the Victoria Cross and Congressional Medal of Honor, for soldier of the United Kingdom of Great Britain and the United States of America.

Victoria Cross recipients

General Sir Lewis Stratford Tollemache Halliday VC, KCB

General Sir Lewis Stratford Tollemache Halliday VC, KCB (14th of May 1870 – 9th of March 1966) was an English recipient of the Victoria Cross, the highest and most prestigious award for gallantry in the face of the enemy that can be awarded to British and Commonwealth forces.

Rank when awarded VC (and later highest rank): Captain RMLI, (later General)

His citation reads:

Captain (now Brevet Major) Lewis Stratford Tollemache Halliday, Royal Marine Light Infantry, on the 24th June, 1900. The enemy, consisting of Boxers and Imperial troops, made a fierce attack on the west wall of the British Legation, setting fire to the West Gate of the south stable quarters, and taking cover in the buildings which adjoined the wall. The fire, which spread to part of the stables, and through which and the smoke a galling fire was kept up by the Imperial troops, was with difficulty extinguished, and as the presence of the enemy in the adjoining buildings was a grave danger to the Legation, a sortie was organized to drive them out.

A hole was made in the Legation Wall, and Captain Halliday, in command of twenty Marines, led the way into the buildings and almost immediately engaged a party of the enemy. Before he could use his revolver, however, he was shot through the left shoulder, at point blank range, the bullet fracturing the shoulder and carrying away part of the lung.

Notwithstanding the extremely severe nature of his wound, Captain Halliday killed three of his assailants, and telling his men to "carry on and not mind him," walked back unaided to the hospital, refusing escort and aid so as not to diminish the number of men engaged in the sortie.

Commander Basil John Douglas Guy VC, DSO

Commander Basil John Douglas Guy VC, DSO (9th of May 1882 – 29th of December 1956) was an English recipient of the Victoria Cross, the highest and most prestigious award for gallantry in the face of the enemy that can be awarded to British and Commonwealth forces.

Rank when awarded VC (and later highest rank): Midshipman RN, (later Commander)

London Gazette citation

“Mr, (read Midshipman), Basil John Douglas Guy, Midshipman of Her Majesty’s Ship “Barfleur”.

On 19th July, 1900, during the attack on Tientsin City, a very heavy cross-fire was brought to bear on the Naval Brigade, and there were several casualties. Among those who fell was one A.B.I. McCarthy, shot about 50 yards short of cover.

Mr. Guy stopped with him, and, after seeing what the injury was, attempted to lift him up and carry him in, but was not strong enough, so after binding up the wound Mr. Guy ran to get assistance.

In the meantime the remainder of the company had passed in under cover, and the entire fire from the city wall was concentrated on Mr. Guy and McCarthy. Shortly after Mr. Guy had got in under cover the stretchers came up, and again Mr. Guy dashed out and assisted in placing McCarthy on the stretcher and carrying him in.

The wounded man was however shot dead just as he was being carried into safety. During the whole time a very heavy fire had been brought to bear upon Mr. Guy, and the ground around him was absolutely ploughed up.

Congressional Medal of Honor Recipients

During the Boxer rebellion, 59 American servicemen received the Medal of Honor for their actions. Four of these were for Army personnel, twenty-two went to navy sailors and the remaining thirty-three went to Marines. Harry Fisher was the first Marine to receive the medal posthumously and the only posthumous recipient for this conflict.

Side note:

Total number Victoria Crosses awarded

Since the inception of the Victoria Cross in 1856, there have been 1,358 VCs awarded. This total includes three bars granted to soldiers who won a second VC and the cross awarded to the unknown American soldier.

The most recent was awarded to Lance Corporal Joshua Leakey of 1st Battalion The Parachute Regiment, whose VC was gazetted in February 2015, following an action in Afghanistan on 22nd of August 2013, this information was correct at the time of writing.

Total number of Congressional Medal of Honor, (MOH), awarded

Since the inception of the MOH in, 1861 there have been 3,536 MOH awarded.

The most recent was awarded was made to former Army Capt. Larry L. Taylor during a ceremony at the White House, by President Joe Biden, Sept. 5, 2023, this information was correct at the time of writing.

The Medal of Honor was introduced for the Naval Service in 1861, followed in 1862 a version for the Army.

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The Inquisitions of the Middle Ages were a series of judicial procedures led by the Roman Catholic Church in the later Middle Ages in response to movements that the Church considered heretical. Here, Jeb Smith continues his series by looking at just who the inquisitors were.

Part 1 on an introduction to the inquisitions is here.

A depiction of Bernard Gui receiving a blessing from Pope John XXII.

It is sometimes portrayed that whenever an Inquisitor came to a district the people ran and hid for their lives, fearing an overzealous murderous madman who falsely accused anyone who floats! But nearly the opposite is true. The people desired and even celebrated the death of condemned heretics. Even an accused heretic would feel safer with an Inquisitor than in the hands of a mob.

Contrary to popular belief, Inquisitors only had authority over baptized Christians and did not investigate Jews, Muslims, or pagans. Further, the death penalty was typically only used in specific cases. For the most part, those who were considered heretics received less severe punishments, such as penances, confiscation of property or, in the worst cases, imprisonment. Instances of the death penalty were rare and usually limited to the most zealously unrepentant among those investigated.

Generally, the people pushed for authorities, lords, and the Church to deal with heretics among them; most of the authorities only did so “reluctantly.”[1] The ordeal was more of a “will of the people,” a democratic reaction to fear, as the people beseeched authorities to ease their concerns. Concern over God’s judgment on the realm if they allowed heresy to spread, and other motivators,[2] led emotional mobs to accusing and murdering innocents for heresy or witchcraft without trials. The heretic lacked rights and protections enjoyed by faithful Catholics. Angry mobs brought supposed heretics to court, seeking swift punishment, which too often was granted by the courts and rulers. And so, desiring to put a stop to it, the Church sent out trained authorities to “inquire” into these claims and ensure a fair trial.[3] A mid-13th century Inquisitor manual declares, “To no one do we deny a legitimate defense,” and the same manual stated, “we do not proceed to the condemnation of anyone without clear and evident proof or without his own confession, nor God permitting, will we do so.”[4] The statement emphasizes the importance of fair and just trials.

Fair outsiders

Having a fair and impartial outsider who is trained and knowledgeable about conducting trials can make a significant difference in saving lives from enraged mobs. An excellent example of this is during the middle of the witch craze hysteria in 1612 when Spanish inquisitor Alonso de Salazar Frías investigated 1,802 people accused of witchcraft and, after careful examination of their claimed magical powers and alleged sex with demons, declared, “I have not found even indications from which to infer that a single act of witchcraft has really occurred.”[5] Had these accused individuals been left to the mercy of an angry and fearful mob, it is unlikely that many would have survived.

In many instances, the inquisitors were able to save lives; overall, it is hard not to see them as doing so. For example, in 1256, the inquisitors were able to save Jews who had been falsely accused of ritual murder.[6] There were, of course, overzealous Inquisitors. One such figure was Robert the Dominican, who during the 13th century sent 180 heretics to the stake along with a local bishop who gave them their freedom. However, for his actions Robert was suspended by the Pope and imprisoned for life.[7] Also, during the Middle Ages, local bishops and lords complained about the Inquisitor Conrad of Marburg’s excessive use of torture and heavy punishments; the Inquisitor was eventually assassinated for his abuses.

The investigators tried to avoid punishing the accused and guided them to avoid punishment. Professor Rodney Stark wrote, “It was the inquisition that prevented the murderous witch craze, which flourished...during the sixteenth and seventeenth century...instead of burning witches, the inquisitors sent a few people to be hanged because they had burned witches.”[8] It was the Catholic Clergy that first stamped out the witch craze and were first skeptical of it.[9]

Debate

Inquisitors would engage in ongoing and lengthy debates with Jews who had relapsed; these were not hasty trials and verdicts but rather actual investigations, inquiries into the mind of the heretic to render accurate judgments, the exact opposite of emotional mob outrage.[10]

Contrary to popular portrayals, the Inquisitor’s job was not to seek out and destroy heretics; their goal was to ensure a fair trial for the accused and bring them back to the Catholic fold. Medieval scholar Thomas Madden tells us that the “Inquisitions was originally set up to save lives.”[11] They first sought to correct false beliefs and cause the heretic to repent. In 1206, a Papal Bull stated the Church must “go humbly in search of heretics and lead them out of error.”[12]Most of the cases of heresy were simply misunderstood positions that were quickly corrected by the trained Inquisitor, and the cases dismissed.[13] The most common punishments (or penances) for heresy included fasting, pilgrimage, wearing a yellow cross in public, or scourging. As previously emphasized, very few heretics received the death penalty. A medieval guide by Saint Raymond of Peñafort described multiple levels of heresy, from those who listened to them preach, to those who helped, to those who defended the heresy. Only unrepented defenders were set to receive the death penalty.

Bernard Gui

The most famous inquisitor of the medieval period was Bernard Gui, who presided over 930 cases where the accused were found guilty of heresy, but sent only 42 people to the secular authorities for execution.[14] Willful heresy was not at all common. Giving a heretic over to the local authorities for capital punishment was “an act of desperation.”[15] It was a last resort taken only after the Inquisitor failed to convert his subject. Professor Edward Peters studied the manuals of the Inquisitors and remarked that the procedures employed by them against heretics were “not from zeal for righteous vengeance, but out of love of correcting an erring brother”[16] and “the essential purpose of the Inquisition was to save the souls of heretics and those close to them and to protect the unity of the church.”[17]

The Church prioritized letting the guilty go free over falsely condemning the innocent. This meant that there must be substantial evidence or a genuine confession that proves the accused’s guilt beyond doubt. Historian Will Durant wrote, “In general the inquisitors were instructed that it was better to let the guilty escape than to condemn the innocent, and that they must have either clear proof or a confession.”[18]

Further, the Church and its servants, the Inquisitors, never executed a single heretic directly. They would however give up their rescue mission when a heretic remained unrepentant and defiant. Instead, they would turn them over to local authorities, who would condemn them to death.[19] Heretics were only put to death after a long, unrepentant period of maintaining their stance.[20]

Repentance

By setting up their courts, inquisitors enabled heretics to legally repent, be protected by the Church, have a fair trial, and avoid mob violence. The Inquisitor sought to prevent guilty verdicts and encourage repentance; they were the heretics’ friend, not their enemy as commonly believed. Likewise, Inquisitors never forced anyone to convert to Catholicism. The Inquisitors made sure that the accused fully understood and acknowledged that their beliefs were heretical, and that they persisted in holding them. During the interview process, the Inquisitors were often willing to meet with the accused on multiple occasions over several years in an attempt to dissuade them from facing trial.

Originally, Bishops would determine if the accused were heretics, and they would move on, not staying in one place. It was common for those accused of heresy or questioned by the Inquisitor to inform other heretics in the town of the Inquisitor’s arrival, leading to the heretics fleeing the area to escape interrogation.

Inquisitors came to an area, announced they were there, and gave a grace period (where heretics could confess and repent and be forgiven) of 30-40 days – they would also teach and preach the faith. The most well-known Inquisitor of the medieval period, Bernard Gui, stated in his Inquisitors’ manual that heretics should receive a written warning and one year to repent.[21] After the grace period was over, the people would bring one accused of heresy (Inquisitors did not hunt them down, and those who accused others would face a penalty if the accused were not actually guilty), and the evidence was gathered to bring a heretic to court where they would be tried. The defendant could gather evidence (and witnesses), and everything said was recorded and written down. If they were found guilty, the inquisitors would try to show the heretic why they are wrong and why their soul is in danger and try to bring them back.

The heretics received a written notice containing accusations before being charged. Heretics were protected from personal enemies, who couldn’t testify due to bias.[22] False witnesses who accused others faced a lifetime in prison on bread and water as a form of penance.[23] After admitting guilt, heretics voluntarily went to the Inquisitor’s prison instead of secular ones. They were not shackled and dragged into the Inquisitor’s custody; they selected this option for better conditions.[24]

Those who were accused of sorcery and witchcraft sought out the more forgiving Inquisitor courts, as they were typically given a light punishment for their offenses, similar to heretics. For punishment, heretics who confessed their guilt were usually given the penance of giving alms, perhaps going on a pilgrimage, or wearing a yellow cloth with a cross for a specified period.

During medieval times, people believed that lying would lead to punishment from God. As a result, individuals were often trusted when they gave their word, as breaking the commandment against lying under oath (Exodus 20:16) was seen as a serious offense. Those who falsely accused others of heresy were warned that if they lied, they themselves would be punished not just by the Inquisitors, but by God.

The Inquisitor prisons were created to mimic monastic isolation as a means of repentance and atonement for deviating from God. Those who were imprisoned were permitted to have visitors and communicate with others, and minor offenders were even granted gifts and time off.

Torture

The use of torture during the Inquisitions has been greatly exaggerated, and many other related misunderstandings have endured. For example, torture was not used by the Church until it was reintroduced through Roman law, and secular courts used torture before the Church first approved it in 1252.[25] Inquisitors then began using it, but only when there was substantial evidence of heresy and no confession was given. Most inquisitors chose not to utilize torture, and many questioned its usefulness. Back in 866, Pope Nicholas I had written, “A confession must be voluntary and not forced. By means of torture an innocent man may suffer to the uttermost without making any avowal—in such a case what a crime for the judge! Or a person may be subdued by pain, and acknowledge himself guilty, though he be innocent—which throws an equally great sin upon the tribunal.”[26] The use of torture was also regulated; historian Will Durant wrote, “The popes advised that torture should be a last resort, should be applied only once, and should be kept ‘this side of loss of limb and danger of death.’”[27]The torturers were not viewed with distaste by society but instead accepted as a necessary evil.[28] The modern Catholic Church has since regretted its involvement in torture during the Inquisitions.[29]

The Inquisitors were not like the typical portrayal of angry, bloodthirsty lunatics enjoying torture. In fact, they were often educated and morally upright men who were seeking the truth. The previously-mentioned Bernard Gui, one of the most well-known Inquisitors, believed that an Inquisitor should be honest, maintain self-control at all times, and proceed slowly in his legal cases to arrive at the best possible judgment.[30]

Torture could only be used once during the interrogation process, and a local priest, Inquisitor, doctor, and, at times, local bishop must be present for it. Although the image of dark dungeons and secret trials, torture and murders is commonly shared, everything was actually written down and recorded. Two witnesses had to observe, and a notary or scribe had to authenticate the exchanges. There were often many witnesses present, for example, those listed during the "Confession of Arnaud Gélis" were "in the presence of the religious persons my lord Germain de Castelnau, archdeacon of the church of Pamiers, Brother Gaillard de Pomiès, brother Arnaud du Carla of the order of Preachers of the convent of Pamiers, Brother Jean Estève, of the same order, companion of my said lord inquisitor, and Brother David, monk of Fontfroide, witnesse to the preceding, and of Masters Guillaume Peyre-Barthe, notary of my lord bishop and Barthélemy Adalbert, public notary by royal authority and the charge of the inquistor, who were present at all the proceedings of this day and approved them."[31]There were times when over a dozen people were involved as witnesses.[32]

Torture was only used when a guilty verdict seemed inevitable but the guilty refused to confess. Further, confessions made under torture must be repeated the next day without the use of torture. Neither the death penalty nor torture were standard in the Middle Ages; French historian Régine Pernoud states, “Of the nine hundred and thirty convictions recorded by the inquisitor Berard Gui during his career, those involving the death penalty total forty two. As for torture, one finds only three cases when it was applied for certain, during the whole history of the Inquisition in Languedoc.”[33]

Torture was not a form of punishment; it was only to bring forth truth. Steve Weidenkopf explained, “In the medieval inquisitor courts, torture was never used as a punishment for heresy ...not approved until 1252... and never became common...several groups of people were automatically exempted, including children, the elderly, pregnant women, knights, members of the nobility, and in some cases clergy.”[34]

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com

Bibliography -Bede. Ecclesiastical History of the English Nation. New York, London: J.M. Dent; E.P. Dutton, 1910.

-Burman, Edward. The Inquisition: The Hammer of Heresy. Dorset Press, 1992.

-Carroll, Warren H. 1993. The Glory of Christendom. N.p.: Christendom Press.

-Catechism of the Catholic Church: Complete and Updated. Crown Publishing Group, 1995.

-Kors, Alan Charles, and Edward Peters, editors. Witchcraft in Europe, 400-1700: A Documentary History. University of Pennsylvania Press, Incorporated, 2001.

-Davis, Michael Warren. The Reactionary Mind: Why Conservative Isn't Enough. Regnery Gateway, 2021.

-Durant, Will, and Ariel Durant. The Age of Faith (The Story of Civilization, Volume 4) (Story of Civilization). Simon & Schuster, 1980.

-Ferrara, Christopher A. 2012. Liberty, the God That Failed: Policing the Sacred and Constructing the Myths of the Secular State, from Locke to Obama. N.p.: Angelico Press.

-Hoffmann, Richard. An Environmental History of Medieval Europe. Cambridge University Press, 2014.

-Holmes, George, ed. 1988. The Oxford Illustrated History of Medieval Europe. N.p.: Oxford University Press.

-Jarrett, Bede. 2007. Social Theories of the Middle Ages, 1200-1500. N.p.: Archivum Press.

-Jones, Andrew W. 2017. Before Church and State: A Study of Social Order in the Sacramental Kingdom of St. Louis IX. N.p.: Emmaus Academic.

-Kamen, Henry. The Spanish Inquisition: A Historical Revision. Yale University Press, 2014.

-Kors, Alan Charles, and Edward Peters, editors. Witchcraft in Europe, 400-1700: A Documentary History. University of Pennsylvania Press, Incorporated, 2001

-L. PLUNKET, IERNE L. 1922. EUROPE IN THE MIDDLE AGES. London Edinburgh Glasgow Copenhagen New York Toronto Melbourne Cape Town Bombay Calcutta Madras Shanghai, England: OXFORD UNIVERSITY PRESS.

-Madden, Thomas, director. “The Modern Scholar: Heaven or Heresy: A History of the Inquisition.” 2008.

-Madden, Thomas. “The Medieval World, Part II: Society, Economy, and Culture.” The Great Courses Series, 2019.

-The following citation were derived from Medieval Sourcebook Fordham University (“Confession of Arnaud Gélis, also called Botheler "The Drunkard" of Mas-Saint-Antonin”)(“Confession of Baruch, once a Jew, then baptized and now returned to Judaism”) (GUI, BERNARD, and Translation by David Burr. “BERNARD GUI: INQUISITOR'S MANUAL.”.)(Schroeder, H. J., translator. The Disciplinary Decrees of the Ecumenical Counci,. St. Louis:, B. Herder Book Co., 1937).(Agobard of Lyons, and Translated by W. J. Lewis (aided by the helpful comments and suggestions of S. Barney) from the Latin text in p. 3-15 of: Agobardi Lugdunensis Opera Omnia, edidit L. Van Acker. Turnholt: Brepols, 1981 (Corpus Christianorum. Continuatio Mediaevalis, 52);.Agobard of Lyons (9th Century): On Hail and Thunder.”)

-Pernoud, Regine. Glory of the Medieval World. Dobson Books Ltd, 1950.

-Peters, Edward. Inquisition. University of California Press, 1989.

-Rawlings, Helen. The Spanish Inquisition. Wiley, 2006.

-Smith, Jeb. 2024. Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty.

-Smith, Jeb. 2023. The Road Goes Ever On and On. N.p.: Christian Faith Publishing, Incorporated.

-Stark, Rodney. Bearing False Witness: Debunking Centuries of Anti-Catholic History. Templeton Press, 2017.

-Thatcher, Oliver J. “The Library of Original Sources - Vol. IV: The Early Medieval World, pp. 211-239.” Milwaukee: University Research Extension Co, 1901.

-Tierney, Brian, and Sidney Painter. Western Europe in the Middle Ages, 300-1475: Formerly entitled a History of the Middle Ages, 284-1500. 4th ed., Knopf, 1983.

-Weidenkompf, Steve, director. The Real Story of the Inquisitions. Catholic Answers.

-Weidenkopf, Steve. The Real Story of Catholic History: Answering Twenty Centuries of Anti-Catholic Myths. Catholic Answers, Incorporated, 2017

-Wickham, Chris. Medieval Europe. Yale University Press, 2017.

[1] (Durant 1950, 777-778)

[2] (Smith 2024)

[3] (Davis 2021 30-31)

[4] (Peters 59)

[5] (Burman 182)

[6] (Durant 1950, 780)

[7] (Durant 1950, 780) (Burman 38)

[8] (Stark 6)

[9] (Stark 127-128)

[10] (“Confession of Baruch, once a Jew, then baptized and now returned to Judaism”)

[11] (Madden 2019)

[12] (Burman 27)

[13] (Madden 2019)

[14] (Weidenkopf 2017, 121) (Durant 1950, 783)

[15] (Burman 72)

[16] (Peters 56)

[17] (Peters 64)

[18] (Durant 1950, 781)

[19] (THATCHER and SCRIBNER’S, n.d. Bull of Nicholas III Condemning all Heretics, 1280) (GUI and Burr)

[20] (Kors and Peters 222-223)

[21] (GUI and Burr)

[22] (Peters 66)

[23] (Kors and Peters 222)

[24] (Burman 51)

[25] (Weidenkopf 2017, 119)

[26] (Davis 166)

[27] (Durant 1950, 781)

[28] (Davis 166)

[29] (Catechism of the Catholic Church: Complete and Updated paragraph #2298)

[30] (Burman 53)

[31] (“Confession of Arnaud Gélis, also called Botheler "The Drunkard" of Mas-Saint-Antonin”)

[32] (“Confession of Baruch, once a Jew, then baptized and now returned to Judaism”)

[33] (Pernoud 115)

[34] (Weidenkopf 2017)

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The British Labour Party has long been at the forefront of progressive social change in the United Kingdom, introducing such policy innovations over the years as the NHS, comprehensive education, and the national minimum wage. Labour has also left its mark in local government, where historically the party has often been successful in putting its socialist principles into practice. Early Twentieth Century Labour councils built a reputation not only for providing more generous levels of social assistance in comparison to non-Labour councils, but also for fostering improvements in education and public health, lowering rates for municipal gas and electricity rates, and serving as good local employers. However, it is nationally that Labour has had the greatest impact on people’s lives; a trend that started exactly 100 years ago.

Vittorio Trevitt explains.

Prime Minister Ramsay MacDonald (middle of bottom row in lighter suit) and his ministers in January 1924.

This January marked the centenary of the formation of the First Labour Government. The product of an inconclusive election the previous month, in which the Conservatives won the most seats but were unable to win a parliamentary vote of confidence, Labour was able to form a minority government with the backing of the Liberal Party.

The coming to power of the First Labour Government has long been of great interest, due to the fact that it marked the first time that Labour, a democratic socialist party committed to radical social change, had come to lead the United Kingdom. Unsurprisingly, Labour’s ascension caused mixed reactions, with elements of the press incredulous at the thought of socialist “wildmen” running Britain, while the Annual Register, by contrast,referred to this historic event as representing‘A revolution in British politics as profound as that associated with the Reform Act of 1832’. It also led to an overhaul of the two-party system, where for decades power had alternated between the Conservatives and Liberals; their traditional rivals. It was now Labour that held the mantle of chief rival of the Conservative Party; a role that it has continued to play to this day. Symbolically for a worker-oriented party, the new prime minister Ramsay MacDonald was the first person from a working-class background to hold that notable position.

Apart from the symbolism of Labour finally holding the reins of power after years in opposition, it is important to ask oneself what the Party actually achieved in office. One should not, I believe, celebrate a socialist government coming into being if it is unable to implement policies of social justice that represent the ideals of democratic socialism. The First Labour Government’s actions, however, certainly lived up to these.

War’s end

Labour came to power during a period following the end of the First World War when a number of other socialist parties came to power throughout Europe for the first time, either as senior or junior partners in coalitions. In Germany, the Social Democratic Party (the nation’s longest-established party) formed an all-socialist administration, while other European states like Hungary, Poland, Estonia, and Austria witnessed members of social-democratic parties assuming ministerial positions in office, enabling their members to have the opportunity to drive and influencepositive social change. British Labour was no different, although numerous policy proposals put forward during Labour’s time in opposition failed to see the light of day, hampered by the Party’s minority status in Parliament. A proposed capital levy never materialised, while Labour failed to secure passage of a number of bills such as one aimed at regulating rents and a private bill focusing on shop assistants’ hours of work. Despite these shortcomings, Labour succeeded in implementing a broad range of reforms during their relatively short period in office, many of which left an indelible stamp on society. Duties on certain foodstuffs were reduced, while improvements were made in financial support for the unemployed. Benefits were increased by a fifth for men and women, eligibility for payments to dependents was widened while more people were brought under the umbrella of unemployment insurance, and a statutory right to cash benefits was introduced. The government also acted to improve conditions for pensioners; raising pensions and extending the old-age pension to all those over the age of 70 in need. In regards to earnings, action was taken on trade boards, with the number of minimum rate enforcement inspectors increased by a third, Grocery Trade Boards revived (after having previously lapsed) and an official investigation launched into certain sections of the catering trade. Additionally, machinery for fixing minimum wage rates for agricultural workers (which was dismantled in 1921) was re-established.

Infrastructure

Emphasis was placed on developing infrastructure, with money made available for drainage, roads, and repairs and improvements for dwellings dating back to the First World War. Also of significance was the setting up of Royal Commissions on schooling and health insurance to formulate plans for delivering future changes in those areas (with the latter focusing on the uneven coverage of health insurance in Britain, amongst other aspects of the system), together with a Royal Commission on mental illness law, whose work culminated in important developments in provisions for people with mental illnesses in later years. Agricultural research received a sizeable cash injection, while the Small Debt (Scotland) Act offered support to poorer individuals in that part of the UK, with provisions such as a rise in the amount that could not be attached from wages and the direct payment by instalments of sums found due in small debt courts in rent arrear cases. As a sign of the spirit of the times, a parliamentary motion was adopted in March 1924 calling on the government to establish a Commission of Inquiry to look into the setting of minimum pay scales for working people.

The grant terms of the Unemployment Grants Committee, a body set up 4 years earlier to provide grants to local authorities offering work schemes to jobless persons, were also improved. More areas, for instance, became eligible for grants, while a 6 month probation of 75% or 87.5% of wages was eliminated and a stipulation introduced whereby contracts had to include Fair Wage Clauses. Provisions for war veterans and dependents were also improved, in keeping with the commitment made by Labour in its election programme to ensure “fair play” for this segment of British society.

True to its progressive principles, the First Labour Government reversed various austerity measures introduced in the years following the Armistice, which had entailed cutbacks in areas such as health, education, and housing. Cuts made to the educational system (including the abolition of state scholarships to universities) were reversed, a grant for adult education was bolstered, and an easing of regulations on the construction of schools was carried out. Efforts were made to reduce the number of unqualified teachers, while class sizes in elementary schools were brought down.Reflecting a policy adopted by Labour a year earlier to make universal secondary education a reality, the government increased the number of free secondary school places available; a policy development that resulted in nearly 50% of all secondary school children receiving their education for free by 1931.

Housing Act of 1924

Arguably the most radical measure of the First Labour Government was the Housing Act of 1924. The result of the work of health minister John Wheatley, this far-reaching piece of legislation, which raised government subsidies to housing let at regulated rents, facilitated the construction of more than half a million homes, increased the standard of council housing built, and included a fair wages clause for those involved in the building of these homes. This landmark law was, according to one historian, the First Labour Government’s “most significant domestic reform,” and to me represents a perfect example of progressive politics in action.

Despite these noteworthy accomplishments, Labour’s aforementioned lack of a legislative majority meant that it was unable to implement (in comparison with future Labour administrations) a programme of radical change, and lasted less than a year before losing the support of the Liberals and failing to win a snap election. In the run-up to this election, Labour was confronted with accusations that it was “soft” on the USSR, as arguably demonstrated by its recognition of and promise of a loan to the latter; decisions which possibly contributed to its electoral defeat.

The fate of Labour’s first administration was sealed by the controversy surrounding the “Campbell Case,” in which the government dropped a case put against the left-wing journalist John Campbell, who was accused of encouraging British troops to commit acts of mutiny by calling on soldiers to ignore orders to fire on striking workers if ever told to do so. A vote of confidence was held which Labour lost, and in the subsequent election, the Conservatives returned to office with a massive majority of seats in Parliament. Anti-communist propaganda deployed by Conservatives during the election campaign arguably contributed to Labour’s loss, with various Tory candidates equating the Labour Party with communism or leading Britain down this path. Both the Campbell case, along with the government’s building of bridges with the Soviet Union, gave ample ammunition for right-wing propagandists.

What helped their successful anti-socialist crusade was the publication in the Daily Mail (a few days prior to the election) of the Zinoviev Letter. Presumably from Communist International president Grigory Zinoviev to an official of the British Communist Party, the letter encouraged British communists to foment revolution. Although its authenticity remains open to debate, its likely that this document played a part in turning potential voters against Labour, bringing its first stint in power to a premature end.

Conclusion

In spite of its brevity in office, and the challenges it faced, it is to Labour’s credit that it was able to do so much, while demonstrating to voters that Labourites were democrats who believed in change through constitutional means and could be trusted to safely run the country while also being a credible alternative to the Conservatives. Undoubtedly, the positive achievements of the First Labour Government under the circumstances it found itself in demonstrated both Labour’s effectiveness as a governing party and its commitment to changing Britain for the better.

The lesson that progressives can learn from the record of the First Labour Government is that social change can be achieved even when a reforming administration lacks a majority in the chambers of power, as long as there is the will to do so. At the time of writing, Labour looks set to emerge victorious in the upcoming general election. If it does, a Starmer Administration should, in the face of a difficult economic situation, do its best to carry out as much in the way of social-democratic reform as possible if it wishes to make Britain a more just society for all in the years ahead. To do so would not only be to the benefit of ordinary people, but would serve as a great tribute to the memory of the First Labour Government.

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Today, when most people think of Afghanistan, they recall the Biden administration’s calamitous withdrawal in the summer of 2021 and the end of what many have termed a ‘forever war.’ Tragically, the Taliban’s victory reversed two decades of effort to establish liberal institutions and women’s rights in the war-ravaged country. Many commentators have compared America’s retreat from Afghanistan to the country’s hasty evacuation of Vietnam in 1975. Indeed, there are similarities in the chaotic nature of the two withdrawals and the resulting tragic effects for the people of Afghanistan and Vietnam, respectively.

Brian Morra looks at the lessons the Biden Administration could have taken from earlier Soviet and American wars in Afghanistan.

Soviet troops atop a tank in Kabul in 1986.

Regarding Afghanistan, Americans are less likely to remember the Soviet Union’s war there and Moscow’s own rather ignominious pull out. This is unfortunate because there are lessons to be learned from the USSR’s ill-fated foray into Afghanistan that US policymakers ought to have heeded during our own twenty-year war. My latest historical novel, The Righteous Arrows (Amazon US | Amazon UK), published by Koehler Books, devotes a good deal of ink to the missteps made by Washington and Moscow in that long-ago war. My intention with The Righteous Arrows is to entertain while providing the reader with a sense of what should have been learned from the Soviets’ failed adventure in Afghanistan.

What was Moscow’s war in Afghanistan all about?

Like many wars, it began with what seemed to be good intentions. The Kremlin leaders who made the decision to go to war thought that it would not really be a war at all but a ‘police action’ or a ‘special military operation’ if you like. The Kremlin leadership expected their engagement in Afghanistan to be sharp and quick. Instead, it turned into a decade-long, bloody slog that contributed to the later implosion of the USSR itself. Talk about unintended consequences!

How did the Soviet foray into Afghanistan start?

It began over the Christmas season in 1979 when the Soviet leader Leonid Brezhnev was convinced to come to the aid of a weak, pro-Russian socialist regime in Kabul. The initial operation was led by the KGB with support from the GRU (Soviet Military Intelligence) and Army Airborne units. After initial success, the Kremlin quickly became embroiled in a war with tribal militias who did not like either the socialist puppet regime that Moscow was propping up or the Soviet occupation.

What was supposed to be a quick operation became a ferocious guerrilla war that lasted most of the 1980s and killed some 16,000 Soviet troops. The war sapped the strength of the Soviet armed forces and exposed to anyone who was paying attention just how weak the USSR had become. By 1986, the reformist Soviet leader Mikhail Gorbachev had decided to get out of the bloody quagmire in Afghanistan. He found it was not that easy to leave and the last Russian forces did not depart Afghanistan until February 1989.

United States’ involvement

Beginning with the Jimmy Carter administration, the United States provided arms to the Afghan Islamic rebels fighting the Soviets.Military support from the US grew exponentially under President Ronald Reagan and by 1986 Washington was arming the Mujaheddin with advanced weapons, including the Stinger surface-to-air missiles that decimated Soviet airpower. America’s weapons turned the tide against the Soviet occupiers, but Washington also rolled the dice by arming Islamic rebels that it could not control.

Not only did the Afghan Islamic fighters become radicalized, but they were also joined by idealistic jihadis from all over the world. The Soviets’ ten-year occupation of Afghanistan became a magnet for recruiting jihadis, as did NATO’s two-decades long occupation some years later. The founder of al Qaeda, Usama bin Laden, brought together and funded Arab fighters in Afghanistan, ostensibly to fight the Russians, but mainly to build his own power base. Although Washington never armed bin Laden’s fighters, he used his presence in Afghanistan during the Soviet war and occupation as a propaganda bonanza. He trumpeted the military prowess of al Qaeda, which was largely a myth of bin Laden’s own creation, and claimed that he brought down the Soviet bear. His propaganda machine claimed that if al Qaeda could defeat one superpower (the USSR), then it also could beat the other one (the USA).

During the 1980s, Washington officials downplayed the danger of arming radical Islamic fighters. It was far more important for the White House to bring down the Soviet Union than to worry about a handful of Mujaheddin. One must admit that the Americans’ proxy war against the USSR in Afghanistan was the most successful one it conducted during the entire Cold War. On the other hand, Washington opened a virtual Pandora’s box of militarized jihadism and has been dealing with the consequences ever since.

The aftermath

The Soviet occupation encouraged most of Afghanistan’s middle class to flee the country, leaving an increasingly radicalized and militarized society in its wake. This was the Afghanistan the United States invaded in the fall of 2001, shortly after bin Laden’s 9/11 attacks on Wall Street and the Pentagon. Policymakers in Washington failed to grasp just how radically Afghan society had changed because of the Soviet occupation.

There was discussion in Washington’s national security circles in the immediate aftermath of 9/11, warning of the dangers of fighting in Afghanistan. Bromides were offered, calling the country the ‘graveyard of empires’, but none of it had much impact on policy. Most officials in the George W. Bush administration did not understand how radicalized Afghan society had become and how severe the costs of fighting a counter-insurgency operation in Afghanistan might turn out to be.

The CIA-led operation to defeat the Soviets in Afghanistan in the 1980s with small numbers of Americans was the game plan Washington also used in the fall of 2001 to defeat al Qaeda and bring down the ruling Taliban regime. The playbook worked brilliantly in both cases. Unfortunately, for the United States and our NATO allies, the initial defeat of the Taliban did not make for a lasting victory or an enduring peace.

For twenty years, the United States fought two different wars in Afghanistan. One was a counter-terror war, the fight to defeat al Qaeda and its affiliates and to prevent them from reconstituting. The other war was a counterinsurgency against the Taliban and their allies. The reason the United States and NATO went into Afghanistan was to prosecute the first war – the anti-terror war. We fell into a counterinsurgency conflict as the Taliban reconstituted with help from Pakistan and others. This was a classic case of ‘mission creep’ and it required large combat forces to be deployed, in contrast to the light footprint of the counter-terror operation. The first war – the counter-terror war – prevented another 9/11 style major attack on the United States, while the second one required the US and NATO to deploy massive force and – ultimately – depended on the soundness of the Afghan government we supported.

The sad fact is that the successful campaign against the Taliban and the routing of al Qaeda in 2001 and 2002 led to an unfocused twenty-year war that ended with the Taliban back in charge and a humiliated United States leaving hundreds of thousands of vulnerable Afghan allies behind. In sworn Congressional testimony, General Milley, who in 2021 was Chairman of the Joint Chiefs, and General Mackenzie, who was Commander of Central Command, have stated that they forcefully advised President Biden to leave a small footprint of US forces and contractors in Afghanistan to prosecute the counter-terror war. Our NATO allies were willing to stay and in fact increased their forces in Afghanistan shortly after Biden was inaugurated. Not only did President Biden not heed his military advisors, but he also later denied that they ever counseled him to keep a small force in Afghanistan. Some have described Biden’s decision to pull out of Afghanistan as ‘pulling defeat from the jaws of victory’.

President Biden further asserted that, by withdrawing, he was merely honoring the agreement President Trump had made earlier with the Taliban. This claim does not stand up to objective scrutiny because the Taliban repeatedly violated the terms of the Trump agreement, which gave the White House ample opportunity to declare it null and void.

What are the lessons the United States should have learned from the Soviet and American wars in Afghanistan?

  1. Keep your war aims limited and crystal clear.
  2. Fight mission creep and do not allow it to warp the original war aims or plans for a light footprint of forces.
  3. Beware of the law of unintended consequences. Consider the downside risks of arming the enemy of one’s enemy.
  4. Be willing to invest for the long-term or do not get involved. The United States still has forces in Germany, Italy, and Japan nearly eighty years after the end of World War II. Some victories are worth protecting.
  5. Ensure that the Washington tendency toward ‘group think’ does not hijack critical thinking. Senior policymakers must think and act strategically, so that ‘hope’ does not become the plan.

Footnote on Ukraine

I will close with a footnote about the Russian war in Ukraine. The Soviet war in Afghanistan has dire similarities with Russia’s ‘special military operation’ underway today in Ukraine. In Afghanistan, Soviet forces killed indiscriminately and almost certainly committed numerous war crimes. The war also militarized Afghan society – a condition that persists to this day, and one that had a profound impact on America’s war in Afghanistan. In Ukraine, Russia’s invasion has been characterized by war crimes, mass emigration, and the militarization of Ukrainian society.

Much as in Iraq and Afghanistan, senior US policy in Ukraine is failing to identify clear strategic outcomes. It is the role of our most senior policy officials to focus on strategic outcomes and an exit strategy (if one is warranted) beforecommitting American forces or treasure to foreign wars. Too often, platitudes have masqueraded as strategy. When one thinks of great wartime presidents like Lincoln and Franklin Roosevelt, the trait they shared was a singular focus on strategic outcomes and on how to shape the post-war environment. The Soviets failed to do so in their war in Afghanistan. The US also fell short in Afghanistan. Unfortunately, the banalities that pass for foreign policy strategy we hear in Washington today indicate that we have not learned from the past.

Brian J. Morra is the author of two historical novels: “The Able Archers” (Amazon US | Amazon UK) and the recently-published “The Righteous Arrows” (Amazon US | Amazon UK).

More about Brian:

Brian a former U.S. intelligence officer and a retired senior aerospace executive. He helped lead the American intelligence team in Japan that uncovered the true story behind the Soviet Union's shootdown of Korean Airlines flight 007 in September 1983. He also served on the Air Staff at the Pentagon while on active duty. As an aerospace executive he worked on many important national security programs. Morra earned a BA from William and Mary, an MPA from the University of Oklahoma, an MA in National Security Studies from Georgetown University, and completed the Advanced Management Program at Harvard Business School. He has provided commentary for CBS, Netflix and the BBC. Learn more at: www.brianjmorra.com

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Astrophysics, the study of the universe beyond Earth's atmosphere, is a clear indication that humanity has an insatiable curiosity and relentless pursuit of knowledge. From the earliest civilizations to the modern era, our understanding of the cosmos has evolved exponentially, propelled by the brilliance of countless minds across centuries.

Here, Terry Bailey takes us on a brief yet captivating journey through history, tracing the origins and development of astrophysics and astronomy from its humble beginnings to the awe-inspiring advancements of the present day.

A depiction of Renaissance astronomer Nicolaus Copernicus.

Our journey commences in ancient times, where the seeds of astrophysics were sown amidst the fertile intellectual landscapes of early civilizations such as ancient Mesopotamia, Egypt, China and Greece to name a few. Among the pioneers of this era were Democritus of Thrace born in the 5th Century BCE, whose revolutionary atomic theory posited that all matter consisted of indivisible particles called atoms. Although his ideas primarily pertained to terrestrial phenomena, it laid a foundational framework for understanding the fundamental building blocks of the universe.

Another luminary of antiquity was Aristarchus of Samos, whose heliocentric model challenged the prevailing geocentric, (Earth centric), worldview. In the 3rd century BCE, Aristarchus proposed that the Earth and other planets orbited the Sun—a concept far ahead of its time. Despite facing resistance from contemporaries such as Aristotle, Aristarchus's visionary insight foreshadowed the Copernican revolution millennia later. Additionally, he calculated and estimated the distance to the Moon and the Sun and size of the Sun. It was after realizing the Sun was far larger than Earth he concluded that the Earth and other planets orbited the Sun.

Eratosthenes of Cyrene emerges as yet another luminary of antiquity, renowned for his groundbreaking contributions to geometry, astronomy and mathematics. In the 3rd century BCE, Eratosthenes accurately calculated the circumference of the Earth using simple trigonometric principles, and calculated the Earth's axial tilt. In addition, Eratosthenes also worked on calculating the distance to the Moon and Sun as well as the diameter of the Sun adding to the works of Aristarchus of Samos - showcasing the ancient world's nascent grasp of celestial mechanics.

Renaissance

As the world transitioned into the Renaissance period, the torch of astrophysical inquiry continued to burn brightly in the hands of visionaries such as Nicolaus Copernicus. Building upon the heliocentric model proposed by Aristarchus, Copernicus's seminal work "De Revolutionibus Orbium Coelestium", (On the Revolutions of the Celestial Spheres), revolutionized our understanding of the solar system. Thereby, placing the Sun at the center of the cosmos, Copernicus catalyzed a paradigm shift that would forever alter humanity's perception of its place in the universe.

The Enlightenment era ushered in a golden age of scientific discovery, with luminaries such as Johannes Kepler and Galileo Galilei making indelible contributions to astrophysics / astronomy. Kepler's laws of planetary motion provided a mathematical framework for understanding the dynamics of celestial bodies, while Galileo's telescopic observations offered compelling evidence in support of the heliocentric model.

20th century

The dawn of the 20th century witnessed the birth of modern astrophysics / astronomy marked by transformative developments in theoretical physics and observational techniques. Albert Einstein's theory of general relativity completely changed our understanding of gravity, by adding to Isaac Newton findings, Einstein’s work offered profound insight into the curvature of space-time and the behavior of massive objects in the cosmos. Meanwhile, advancements in spectroscopy and telescopic technology facilitated unprecedented discoveries, allowing astronomers to peer deeper into the universe than ever before.

The latter half of the 20th century witnessed a surge in astrophysical / astronomical research, fueled by technological innovations such as space-based observatories and supercomputers. The advent of radio, X-ray and Gamma astronomy opened new vistas of exploration, enabling scientists to study cosmic phenomena beyond the visible spectrum. Concurrently, the emergence of particle astrophysics shed light on the enigmatic nature of dark matter and dark energy—two elusive entities that comprise the majority of the universe's mass-energy content.

In recent decades, the field of astrophysics has witnessed a convergence of disciplines, as researchers unravel the mysteries of black holes, gravitational waves, and the cosmic microwave background, (CMBR). Groundbreaking discoveries such as the detection of gravitational waves by the Laser Interferometer Gravitational-Wave Observatory (LIGO) have provided empirical validation for Einstein's predictions, while opening new avenues for studying the dynamics of space-time.

As we stand on the precipice of a new era of exploration, the future of astrophysics / astronomy appears more promising and tantalizing than ever before. From the quest to uncover the origins of cosmic inflation to the search for extraterrestrial life, humanity's insatiable curiosity continues to drive scientific inquiry to unprecedented heights. As we gaze upon the vast expanse of the cosmos, we are reminded of our shared quest to unravel the mysteries of existence and unlock the secrets of the universe.

In perspective

In retracing the illustrious history of astrophysics / astronomy, we are reminded of humanity's enduring quest for knowledge and understanding. From the ancient musings of Democritus and Aristarchus to the groundbreaking discoveries of modern-day physicists, the journey of astrophysics serves as proof to the boundless potential of the human intellect. Gazing upon celestial weave of the cosmos, humans are reminded of our humble place within the vast expanse of space and time—a reminder of the profound interconnectedness that binds us to the universe itself.

I should add that amateur astronomers are now playing an increasingly active role in cosmic research, a number of projects are currently running that actively engage amateur astronomers to aid in the searching of the cosmos.

The vast expanse of the cosmos means it is impossible to observe the whole universe all the time, therefore, by engaging experienced home based astronomers across the globe it allows more of the cosmos to be observed, thus providing researchers with extra eyes to report possible finds.

Amateur astronomy is currently one of the fastest growing pastimes, as a professional astrophysicist I actively encourage everyone to look skyward and explore the cosmos either for pure pleasure and wonder or with the aim of possible becoming engaged in a live project.

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Special notes:

Size of the observable universe

The observable universe is more than 46 billion light-years in any direction from Earth, therefore, the observable universe is 93 billion light-years in diameter. Given the constant expansion of the universe, the observable universe expands another light-year every Earth year. However, it is important to note this is only the observable universe and Earth is simply part of the universe and not at the center of the universe.

One light year is equivalent to 9.46 trillion kilometers.

Point of interest:

Recent ground breaking research has identified evidence that suggests black holes are the source of dark energy, however, it must be remembered that this research is in the early stages and required more work.

Although, other researchers have proposed sources for dark energy, what makes this research unique is this is the first observational research where nothing was added to explain the source of dark energy in the Universe. This research simply uses existing proven physics, in other words black holes in Einstein's theory of gravity are the dark energy.

As further research is carried out and empirical testing hopefully provides the same answers then the mystery of the source for dark energy with be known at last, resolving a physics conundrum.

Theory of general relativity

A simple summing up of the core principles of general relativity.

John Wheeler, theoretical physicist, summed up the core of Albert Einstein’s theory of general relativity. “Matter tells space-time how to curve, and curved space-time tells matter how to move”.

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In perhaps the pivotal moment of the Civil War, on July 3 at 1 pm, about 12,000 men charged across a field about a mile in length and were cut down in an extraordinary artillery barrage. The infantry attack was named after Confederate General George Pickett, who led the charge of his division from the south portion of the field. Generals Pettigrew and Trimble also led their divisions in the charge from the northern part of the field. These divisions advanced toward the center of the Union line on Cemetery Ridge, encountering fierce resistance in the form of intense artillery and rifle fire from Union troops strategically placed on higher ground.. Only men from Pickett’s division made it to the Angle and pierced the Union line; Pettigrew and Trimble never crossed the Emmitsburg Pike.

Here, Lloyd W Klein explains what happened during Pickett’s Charge.

If you missed it, part 1 on General Lee’s advance to Pennsylvania is here, part 2 on day 1 of the battle is here, and part 3 on day 2 of the battle is here, and part 4 on Culp’s Hill, Cemetery Hill, and East Cavalry Field here.

Pickett's Charge at the Battle of Gettysburg.

Meade Staff Meeting

Late in the evening of July 2nd,, General Meade held a council of war to decide what should be done after two days of intense warfare. Probably Meade had already decided this issue and was using the meeting not as a formal council of war, but as a way to achieve consensus among officers he had commanded for less than a week. His senior staff officers and corps commanders concurred that, despite the significant losses suffered by the army, the most prudent course of action was to maintain their current position and await the enemy's attack. As the meeting ended, Meade took aside Brig. Gen. John Gibbon, in command of the II Corps, and predicted, "If Lee attacks tomorrow, it will be in your front. ... he has made attacks on both our flanks and failed and if he concludes to try it again, it will be on our center."

Lee’s Plan

In contrast, General Lee did not convene a similar council of war, and his subsequent reports indicate that no alternative course of action was seriously considered. General Lee had intended for an early morning assault to coincide with the attack on Culp's Hill, but the arrival of Pickett's forces was delayed. The reasons behind this delay have been a topic of debate among historians ever since, and it remains a point of contention.

Longstreet’s intent to try a flank attack further around the Union right was immediately denied by Lee that morning, who insisted on an infantry attack on the Union center. Longstreet considered the attack unlikely to succeed, and according to his memoirs, he told Lee so in the moment. His reluctance to order Pickett’s Charge is one of the most renowned anecdotes of the Civil War. His memoirs describe that he told Lee: “General,” said Longstreet, “I have been a soldier all my life. I have been with soldiers engaged in fights by couples, by squads, companies, regiments, divisions, and armies, and should know as well as anyone what soldiers can do. It is my opinion that no 15,000 men ever arrayed for battle can take that position.” His reluctance and doubt have reverberated in history.

Pre-Attack Bombardment

The July 3 bombardment before Pickett’s Charge was the largest of the war, with hundreds of cannons from both sides firing along the lines for one hour, starting around 1 p.m. The Confederate artillery, numbering between 150 to 170 guns, unleashed a barrage along a two-mile line, aiming to weaken the Union defenses and silence their artillery. The cannonade is believed to be the most intense artillery attack in history up to that moment. Despite the massive scale of the bombardment, its impact was limited.

The Confederate guns inflicted some damage on the Union batteries, but they largely overshot their targets. Part of the reason the Confederate bombardment was ineffective was that Confederate artillerymen missed their marks due to poor visibility from the smoke on the battlefield. July 3, 1863, was an extremely hot, windless day and the smoke from the guns hid the lines from the Confederate gunners, who thus could not adjust their range. The smoke from the firing hung low over the battlefield during the summer heat so no one could see what the effect on the defense line was and to make adjustments. Another factor was that It was usual to aim over the heads of the enemy so the explosion would maximize the shrapnel below. Further, at Cemetery Ridge, the line was very narrow, so there was little room for error. For these reasons most of the shells sailed over the heads of the line into the rear, causing mostly unimportant damage.

Fuses. But the most significant problem was that the fuses used burned longer than expected. The fuses used were not the usual ones; these had an extra second burn before detonating. The reason for this originated in a fire in the Richmond arsenal producing the fuses. An explosion in Richmond Harbor in April 1863 blew up the fuse manufacturing area, which led to a deficiency of the usual artillery fuses, so replacement ones had to be used from ordnance supplies manufactured in Selma and Charleston. These new fuses took 1 second longer than what the artillery commanders were used to, delaying detonation.

The Bormann fuse was the most common fuse used on smoothbore field artillery ammunition during the war. Both sides used this design. Bormann fuses were notoriously unreliable and were often replaced with copper fuse adaptors to accept the standard paper time fuse. The Confederates adopted the Bormann fuse, a mechanical fuse, in 1861 and immediately began having problems.

The inferiority of the Bormann fuse combined with the intentional overhead trajectory led to the inefficiency of the artillery. If firing overhead and the fuse explosion is delayed by a second, it will not explode until it has gone past the target. Today, manufactured products are tested for effectiveness before they are sent to the supplier. After Gettysburg, Lt James Dinwiddie working for the Ordnance Dept investigated the fuses and it was found that they contained a resin filler that would soften and mix with the powder in humid warm weather such as that in the first days of July. The filler mixing with the powder was the cause of the longer burning fuses and non-detonating shells.

The CSA artillerymen had no idea that there was a problem with the fuses coming out of Selma and Charleston that would make them burn longer than a fuse of the same length coming out of Richmond. The design modification was intended to make the fuses burn slower, but no one had informed the Confederate artillery commanders.

A week after the battle, tests were conducted on the various fuses supplied from around the Confederacy at the Richmond Laboratories. The findings showed that those fuses in shells intended to explode over the Federal position at Gettysburg ranged anywhere from 150 to 200 yards further to the rear before exploding. A 4-inch fuse would burn at the rate as a Richmond fuse one cut to 5 inches. Why this product testing wasn’t carried out sooner isn’t known.

The Confederate Artillery: Organization and Position

Focusing on the Confederate artillery positioning, the Confederate cannons are placed in a wide perimeter. While those focused on Culps Hill make sense, you will note how many batteries are placed north and northwest of town where no troops are going to charge. Confederate authority dictated that artillery remain under the control of their corps command. Thus, Alexander had to organize his artillery without other help. As a result, there was insufficient concentration of Confederate fire on the objective.

The Confederate officer responsible for this configuration was Lee's artillery chief, Brig. Gen. William N. Pendleton. Although he was Lee’s friend, his major contribution to Pickett’s Charge was to obstruct the effective placement of artillery from the two corps besides Longstreet. The responsibility for the artillery cannonade to start the charge was given to Longstreet’s Corps Artillery chief, the outstanding young artillerist, Col. Edward Porter Alexander, who had effective command of the field.

Confederate authority dictated that artillery remain under the control of their corps command. As a result, there was insufficient concentration of Confederate fire on the objective. When Lee reorganized after Chancellorsville and Jackson’s mortal wounding, creating 3 Corps instead of 2, the army’s reserve artillery was disbanded and its batteries reassigned to the infantry corps. This provided each corps with five artillery battalions and the flexibility of assigning battalions to the infantry divisions or keeping them under corps command. This seemingly trivial command structure change had huge implications on July 3rd.

Note that the Confederate configuration is based on the corps location. The artillery stayed with their commander. The Union placement is based on intuitive defense. Aside from the command arrangement, geography factored in: the Confederates were occupying a wider area and many of their artillery placements were based on the needs of the previous two days and what grounds they had suitable for artillery placement.

Alexander did not have full confidence that all the enemy's guns were silenced and that the Confederate ammunition was almost exhausted. Longstreet ordered Alexander to stop Pickett, but the young colonel explained that replenishing his ammunition from the trains in the rear would take over an hour, and this delay would nullify any advantage the previous barrage had given them. The infantry assault went forward without the Confederate artillery close support that had been originally planned. When the Union artillery died down, General Alexander believed that the time to charge had arrived.

The Union Artillery Organization and Position

Were it not for General Henry J Hunt, Chief of Artillery of the Army of the Potomac, the Union might have lost the battle and perhaps the war.

Before the war, General Hunt was a member of a team that had revised the drill and tactics for the artillery arm of the US Army. He was the lead proponent of a radical organization concept: instead of allowing artillery batteries to be commanded by the infantry command, where they were used only to protect troops, he proposed strategic control by artillery commanders. The idea was that artillery could do much more than protect: they could attack, both on offense and defense.

On the morning of July 3, while inspecting the Union lines, he found an elevated vantage point from which he observed something whose importance only an expert in artillery tactics would grasp: the Rebel batteries were forming in line or going into position along a line that stretched from the Peach Orchard to the edge of town to the north. He alone knew what that meant. He also observed hurried activity in the Confederate infantry lines.

General Hunt understood that these were signs of an impending enormous attack. And, he knew from Colonel Sharpe of BMI that General Pickett commanded a division that had not yet seen action. Convinced that a massive infantry assault was imminent, Hunt rode back along the Union position, directing his battery commanders to reserve fire and avoid an artillery duel, which would simply exhaust the ammunition supply before the infantry’s appearance.

He lined the artillery up to catch the invasion in a crossfire. His idea was to create enfilading fire along the lines of the invading troops rather than face-on. Consequently, when he fired, entire lines of men disappeared. Hunt had only about 80 guns available to conduct counter-battery fire; the geographic features of the Union line had limited areas for effective gun emplacement. He also ordered that firing cease to conserve ammunition but to fool Alexander, Hunt ordered his cannons to cease fire slowly to create the illusion that they were being destroyed one by one. By the time all of Hunt's cannons ceased fire, and still blinded by the smoke from battle, Alexander fell for Hunt's deception and believed that many of the Union batteries had been destroyed. Hunt was also saving his ammunition for the infantry charge rather than long-distance firing.

But Pendleton ran out of ammunition; Longstreet inquired if this should delay the attack, but Pendleton’s supply wagons would have required over an hour delay, by which time all of the firing benefits from the bombardment already undertaken would have been lost.

Hunt, the best-known artillerist of his day, had argued for years that a single commander of artillery should be in charge. The Confederates never accepted Hunt’s command ideas, so each division and regiment had their own artillery under the division leader’s command. Hunt had full authority over his army's artillery while the ANV's artillery was directed by the three corps artillery chiefs (note- Alexander at this time was not the 1st corps artillery chief, he was technically just a battalion commander. Putting him in charge of the bombardment was a huge breach of protocol).

This caused the flanks of the attack to be pushed toward the center of the Union line: The Angle. Note how Alonzo Cushing’s battery just north of the Copse of Trees becomes the central focus. He was at the center not by intentional design but rather because the two Confederate flanks converged on his position to escape the crossfire.

Next, he ordered the last four batteries of the artillery reserve to start moving toward the Union battle line. He arranged his lines of fire from the sides of the line to aim toward the center, creating crossfire and plunging fire lanes. And he insisted that the batteries hold their fire when the Confederate batteries began their barrage – to conserve ammunition for what he knew was coming. And, he could so order, despite General Hancock ordering them to fire because he was the artillery commander independent of the Infantry. His theory of command was proven in practice.

He also ordered that firing cease to conserve ammunition, but to fool Alexander, Hunt ordered his cannons to cease fire slowly to create the illusion that they were being destroyed one by one. By the time all of Hunt's cannons ceased fire, and still blinded by the smoke from battle, Alexander fell for Hunt's deception and believed that many of the Union batteries had been destroyed. Hunt was also saving his ammunition for the infantry charge rather than long distance firing. The diminishment in US artillery fire was intentionally designed by Hunt (CO of the Artillery reserve) to create the impression among the rebels that the US artillery had been silenced and therefor would be unable to respond effectively to Pickett's charge. There was actually a substantial row between Hancock, who wanted the artillery firing to boost the morale of his troops, and Hunt who wanted to gull the rebels.

As the barrage continued, Hunt gave orders that deceived the Confederates; he directed several batteries to withdraw near the center of the line, causing the Confederates to think the batteries were destroyed. However, Hunt replaced the withdrawn batteries with artillerymen and cannons from the reserve, making sure the artillery line stayed strong along the ridge.

When the Confederate infantry broke the Union lines at The Angle, Hunt rushed forward, directly into the fray, firing away with a pistol at the advancing Rebels until his horse was shot, pinning him to the ground, but with no serious injury.

Hunt’s artillery knowledge, determination, and brilliant tactics ensured the Union line’s cannons had ammunition to fire when the Pickett-Pettigrew-Trimble Charge began. Trusted by Meade and forceful enough to inspire his artillerymen to obey his orders rather than Hancock’s, General Hunt garners huge admiration from those who understand his contributions. Hunt was able to control the Union artillery as a single force which Pendleton could not do on the Confederate side Because Hunt was in charge of all of the artillery separate from Corps command, he was able to create this deception. Hunt had to resist the strong arguments of Hancock, who demanded Union fire to lift the spirits of the infantrymen pinned down by Alexander's bombardment.

General Hunt anticipated the infantry attack across the field connecting Seminary Ridge and Cemetery Ridge in the afternoon of July 3. As the map shows, he lined the artillery up to catch the invasion in a crossfire and plunging fire. His idea was to fire along the lines of the invading troops rather than face-on. Consequently, when he fired, entire lines of men disappeared. See the map which shows the lines of fire Hunt placed the Union artillery in position for, while the Confederate line of fire was straight ahead.

The Infantry Charge

Approximately 12,500 men in nine infantry brigades advanced over open fields for three-quarters of a mile under heavy Union artillery and rifle fire.

The charge was made by 3 divisions. Pickett’s division led the charge. General Pettigrew led Heth’s division (of Hill’s Corps), who had been injured on Day 1. General Trimble led Pender’s division, who had been killed on Day 2. Two brigades from Maj. Gen. Richard H. Anderson's division (Hill's Corps) was to support the attack on the right flank: Brig. Gen. Cadmus M. Wilcox and Col. David Lang (Perry's brigade). Hill’s illness precluded him from selecting who would attack from his corps; surprisingly, his troops who had fought heavily on Day 1 were chosen but those lightly used were not.

During the assault, the Confederates started to bunch up towards the center of the line. This was precisely at a bend in the Union line called the Angle. At this location, the Union line formed a 90-degree angle behind a stone wall. The 71st and 69th PA Regiments were positioned on this wall, with support from the 1st NY Battery. Under Gen. Armistead, the Confederates overran the 71st and 69th PA before reaching the 1st NY Battery

What was the landmark that was the objective of the attack?

Although traditionally the Copse of Trees near the Angle has been cited since Bachelder as the visual landmark of the attack, this is probably mythical. Lee’s objective was very likely on July 3 exactly what his original objective on July 2 was: the actual focus of the attack was Cemetery Hill and the trees they were keying on were those of Ziegler’s Grove, which was much more prominent then. Lee’s attacks on both days were intended for the Union center. It was much more strategically significant than the open area where the Copse of Trees was. It was more elevated and a perfect artillery platform (hence why the Union had artillery there) and it would command the road network.

Cemetery Hill was the key to the fishhook position. Lee saw this July 1 from Seminary Ridge and his goal never wavered for 3 days. The fundamental problem was that the town of Gettysburg is right beneath that hill, and there remains no direct route even today, you have to go by Culps Hill or Cemetery Ridge. Today’s Steinwehr Avenue runs close but perpendicular to where you’d need to go. The only possible staging area would be the old Cyclotron site, and imagine that with artillery blasting the whole time from there. Washington Street does get near, but it goes directly into the center of the town. So, Lee either has to get his army up Emmitsburg Road onto Steinwehr, then make a right turn onto Washington Street or nearby, or take Culps Hill or Cemetery Ridge.

If Ziegler’s Grove was the intended focus of the attack to crush Cemetery Hill, how did the attack end up at the Angle at Cemetery Ridge instead? Hunt’s placement of his weapons forced the charge to go south. This caused the flanks of the attack to be pushed toward the center of the Union line: The Angle. Note how Alonzo Cushing’s battery just north of the Copse of Trees becomes the central focus. He was at the center not by intentional design but rather because the two Confederate flanks converged on his position to escape the crossfire.

The fences on Emmitsburg Turnpike

To cross from their positions on Seminary Ridge, the infantry had to cross Emmitsburg Turnpike about 100 yards before Cemetery Ridge. Witnesses noted that Pickett’s men crossed the road without problem from the southern end of the attack and were the ones who made it to Cemetery Ridge. However, Trimble and Pettigrew’s men were caught in the road and very few moved further east. Hess first identified that a significant part of the problem was that the fences on either side of the road posed an obstacle to cross. Many were killed trying to get over the fence. But on the southern part of the road, these fence posts had been removed the day before during the July 2 battle, so they didn’t pose a problem for Pickett.

The fences on both sides of the road on the south part of the field were down from the action of July 2nd but not on the north side and this proved to be a huge obstruction. After crossing Emmitsburg Road, Kemper’s brigade was hit by flanking fire, driving it to the left and disrupting the cohesion of the assault. General Hunt had arranged his artillery to create crossfires and plunging fires on the south end. On the north part of the field, the Emmitsburg Pike was lined with fences which became huge obstacles to cross during the battle. The casualties piled up where men attempted to cross, only to be shot in the act. Many of the troops just took cover in the road. Pettigrew’s men were in a similar situation although at least some of his men were caught in artillery at the start of the battle, and panic developed. Meanwhile, those fence posts had been removed on the South part of the field in the Rebel attack on July 2. There was no problem for Pickett to get to the wall, but then Stannard and artillery units opened up firing on the flank, forcing the attack to the north.

Hancock

Winfield Scott Hancock was one of the heroes of the Battle of Gettysburg, Hancock's leadership and bravery were conspicuous during Pickett's Charge. As the Confederate forces prepared for Pickett's Charge, Hancock rode along the Union lines, boosting the morale of his troops. He famously told his men, "There is no reason why any man should be nervous...I shall lead you through this battle!"

Hancock was himself wounded during the Charge and needed to be assisted off the field after the attack was over. It was a severe wound caused by a bullet striking the pommel of his saddle, entering his inner right thigh along with wood fragments and a large bent nail. He was helped from his horse by aides, and with a tourniquet applied to staunch the bleeding, The nail wasn’t removed for over a month despite repeated attempts. A surgeon finally was able to remove it by having him assume the position he was in when wounded sitting on his horse. He suffered from its effects for the remainder of the war and for the rest of his life, carrying a cane.

On July 3rd, his Corps was positioned on Cemetery Ridge and therefore commanded the Union center. Hancock recognized the Confederates' intentions to launch a major assault and anticipated that the Confederate attack would focus on Cemetery Ridge and made preparations to defend against it. He coordinated with other Union generals to reinforce the defensive line and prepare for the Confederate assault.

Hancock was himself wounded during the Charge and needed to be assisted off the field after the attack was over. It was a severe wound caused by a bullet striking the pommel of his saddle, entering his inner right thigh along with wood fragments and a large bent nail. He was helped from his horse by aides, and with a tourniquet applied to staunch the bleeding, The nail wasn’t removed for over a month despite repeated attempts. A surgeon finally was able to remove it by having him assume the position he was in when wounded sitting on his horse. He suffered from its effects for the remainder of the war, and for the rest of his life.

He almost died. Although he was wounded during the assault, he remained on the field until the Confederate attack was repulsed. When the fighting ended, the general was taken by stretcher and ambulance to a field hospital. He journeyed through Pennsylvania to Philadelphia and then Norristown to convalesce. His wound gave Hancock enough trouble, especially when riding a horse, that he was forced to give up active command at Petersburg in 1864, and it bothered him for the rest of his life.

General Gibbon, who had been warned the night before, commanded the 2nd Division, II Corps. Gibbon's division bore the brunt of Pickett's Charge, where Gibbon was wounded. His leadership at the Angle was instrumental in the victory.

Alexander S. Webb was the brigade leader at the Copse of Trees. The 71st PA stopped the Confederate advance and forced the Confederates to seek cover behind a stone wall. Hand-to-hand fighting began in the Angle, and 2 companies fell back. Webb ordered a charge by the neighboring 72nd to drive the Confederates back, but the regiment refused the order. He then went to lead the 69th PA but was wounded in the thigh and groin. By this time, Col. Devereux's 19th MA Regiment and the 42nd NY Regiment rushed in and drove the Confederates out. He received the MOH in 1891.

Armistead

Brig Gen Lewis Armistead is esteemed as leading Pickett’s Division on the south end of the attack. He led his brigade from in front, through the artillery attack, hat on his sword, toward the Angle, over the stone wall, before being mortally wounded. Armistead embodied every positive attribute a courageous American military leader could display in a desperate moment.

Armistead of course was pre-war friends with General Hancock, his opponent that day. Armistead was the older man by seven years, so their paths never crossed at West Point, but army records show they met for the first time while serving on the frontier in 1844. After working together for 16 months in the remote outposts of modern-day Oklahoma, they fought in the same regiment and experienced some of the same battles in the Mexican War, where both were breveted for gallantry. Then, for a brief period after the war, as the U.S. Army occupied Mexico, Armistead commanded a small company and Hancock was one of his lieutenants. Captain Armistead was in command of the small garrison at the New San Diego Depot in San Diego, which was occupied in 1860. He was a close friend of Winfield Scott Hancock, serving with him as a quartermaster in Los Angeles, before the Civil War. He was However, during the Battle of Gettysburg, they found themselves on opposing sides of Pickett's Charge, with Armistead leading Confederate forces and Hancock defending the Union position.

It is reported that he was struck by multiple bullets as he and his men reached the stone wall. Traditionally, it is said that he was shot with 3 bullets. Armistead's wounds were not believed to be mortal; he had been shot in the fleshy part of the arm and below the knee, and according to the surgeon who tended him, none of the wounds caused bone, artery, or nerve damage. Other accounts suggest the wounds were located in the upper thigh or groin area. The exact details of his wounds may vary in different accounts, but it is generally agreed upon that he suffered injuries to his lower body.

He was then taken to a Union field hospital at the George Spangler Farm where he died two days later. Dr. Daniel Brinton, the chief surgeon at the Union hospital there, had expected Armistead to survive because he characterized the bullet wounds as not of a "serious character." He wrote that the death "was not from his wounds directly but from secondary bacterium, fever, and prostration.” One hears frequent discussions of Stonewall Jackson’s death from non-mortal wounds, but rarely Armistead’s. Infection and sepsis were the main causes of battlefield death if the initial wound was not itself mortal. Although this death would not have happened after penicillin was discovered in the mid-1930s, it was a common story in this war. Hancock wasn’t at Gettysburg long enough to see his friend and was in sufficient distress that it wouldn’t have been possible anyway. He might not even have known at the moment.

How many would have been needed to carry the position?

Longstreet ordered nine infantry brigades to make the charge on July 3. Five more brigades were held in reserve, which Longstreet never ordered to advance. Longstreet states in his autobiography that he estimated that it would have required 30,000 men to take Cemetery Ridge.

Mathematical modeling based on the Lanchester equations developed during the First World War to determine the numbers necessary for successful assaults demonstrates that with the commitment of one to three more infantry brigades to the nine brigades in the initial force, Pickett’s Charge would probably have taken the Union position and altered the battle’s outcome. If he had put most of those reserves into the charge, the model estimated it would have captured the Union position. However, the Confederates would have been unable to exploit such a success without the commitment of still more troops.

Calculations based on the Lancaster Formula which was developed in World War I suggest that 20,000 men would have been needed to make a lodgment, but perhaps 5-10,000 more would have been needed to defeat the inevitable counterattack, which is not far off from the number Longstreet hypothesized. The authors do not include Wilcox’s and Lang’s brigades in the initial force. If these troops and Anderson’s entire division had attacked with the initial force, this would have supplied five additional brigades and around 5,000 more men, making the attack force fourteen brigades and from 15,000 to 18,000 men. These numbers would have guaranteed a lodgment at the Angle. Another five brigades and one regiment scheduled for the second wave of Pickett’s Charge from Pender’s and Rodes’ divisions, as well as at least another brigade from McLaws’ division, were also available. Had all of these men been brought into the attack column, the total would be nearer to the 30,000 men Longstreet thought necessary.

However, assuming the same rate of casualties, the cost would have been about half, or 15,000 casualties. There would have been insufficient fresh troops left to take advantage of that success. And what about the next hill and the next one? Various regiments might have been recruited for this effort: essentially, all of Longstreet and all of Hill’s Corps. But, assuming the 50% casualty rate on this additional number, and realizing that Lee only had 60,000 men at this point, while it’s theoretically possible they might have held this line, the cost would have been intolerable. Add another 10,000 casualties and it’s hard to see how Lee could have continued the war after taking that ridge.

This illustration shows the Union line kneeling and firing, with only the officers standing. The destroyed artillery from earlier bombardment is seen in the foreground. The rebel attack is coming from the southern or left side, very accurate since Armistead was originally placed far in that direction. It shows a large contingent of southern troops in the Emmitsburg Road just as suggested by Hess in his book and as I noted in my Pickett’s charge challenges. It shows the heavy smoke from the weaponry and seminary ridge in the background. Note also the Codori Farm at the top left.

Casualty Rate

Between 10-15,000 infantry made the charge. The duration of Pickett’s Charge was 50 minutes. Total Confederate losses during the attack were 6,555, of which 1,123 Confederates were killed on the battlefield, 4,019 were wounded, and 3750 were captured including many of those listed as wounded. Many of the “wounded” died over the next days to weeks. Do the math: that’s 22 killed and 80 wounded per minute; about 1.7 casualties per second.

The casualty rate of Pickett’s Charge is typically given as 50-60%, with 10% killed on the

battlefield and 30% wounded with another 30% captured, many overlapping the wounded category. The Union loss is thought to be 1500 casualties. Pickett's division suffered 2,655 casualties (498 killed, 643 wounded, 833 wounded and captured, and 681 captured, unwounded). Pettigrew's losses are estimated to be about 2,700 (470 killed, 1,893 wounded, 337 captured). Trimble's two brigades lost 885 (155 killed, 650 wounded, and 80 captured). Wilcox's brigade reported losses of 200, Lang's about 400.

These figures are similar to the famed Charge of the Light Brigade (Crimean War, 1854) where, a British cavalry unit attacked Russian forces. The casualty rate was exceptionally high, with around 40% killed or wounded. These rates surpass the Assault on the Great Redoubt (Battle of Borodino, Napoleonic Wars, 1812), where The French Grand Army's assault on the Russian Great Redoubt during the Battle of Borodino resulted in high casualties; estimates suggest casualty rates of around 30%, and also the Assault on Marye's Heights (Battle of Fredericksburg, 1862), where the casualty rates for the Union troops were estimated to be around 15-20%.

The Confederate Army lost many of its top officers. Brigadier General Armistead was mortally wounded and captured. Garnett was killed in action; his body was never recovered and is believed to be buried with his men in Richmond, Virginia. Kemper was wounded and taken prisoner by the Union. Although the newspapers reported he was killed in the battle, his family did not believe it and were able to free Kemper from the Union prison.

Was Pickett’s Charge a Bad Decision?

The criticisms often directed at Lee for Pickett’s Charge are unwarranted. What else could he do under the circumstances? He had tried both flanks. He couldn’t go left because it led further away from any viable target. He couldn’t go right because it lengthened his supply line and he was out of artillery ammunition. If he turned around and declared victory, he wouldn’t have changed anything in the trajectory of the war and he’d be right where he started.

The Gettysburg campaign was a roll of the dice at a crucial moment.. You have to see it as a desperate final try to win the war on the battlefield. Despite all of Lee’s victories, the Union had not given up and in fact, were winning in the Western theater. The west was being lost and the confederacy was running out of time. Resources are dwindling. Davis and Lee know that things aren’t looking promising. He was a riverboat gambler who rolled the dice in every battle. From that perspective, it starts to make sense.

One hears suggestions that General Lee was ill and that he had heart disease, weakening his judgment. A contemporary analysis shows no reason for this suspicion. Heart attacks do not lead to poor judgment 2 months after they occur.

Faced with circumstances on July 3, Lee had no other options but to attack, and no other place to attack than the center. If he retreated then the campaign would be a failure. The salient on Cemetery Hill is the obvious place to attack. Ewell is stalled on the left. Longstreet tried on the right the day before. He wants to go further to the right but there is no road there and no supply line. Hill is sick. Longstreet is being obstinate. Stuart had gotten nowhere that morning. General Lee is all alone. Where Lee miscalculated is that Hunt had created a deadly crossfire with artillery that had never been done like that before. Lee had not anticipated as devastating an artillery defense and indeed, none like it had ever been organized. Lee lost that day but look at all the other gambles he won.

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Further Reading:

· Hess, Earl, Pickett's Charge--The Last Attack at Gettysburg. UNC Press, 2010.

· J David Petruzzi, The Complete Gettysburg Guide. SavasBeattie, 2009.

· Michael Shaara, The Killer Angels: The Classic Novel of the Civil War (Civil War Trilogy).Modern Library, 2004.

· Stephen W Sears, Gettysburg. Houghton Mifflin Company, 2004.

· Carol Reardon and Tom Vossler, A Field Guide to Gettysburg, Second Edition: Experiencing the Battlefield through Its History, Places, and People. University of North Carolina Press, 2017.

· William A. Frassanito, Gettysburg: A Journey in Time. Charles Scribner’s Sons, 1975.

· https://theconversation.com/picketts-charge-what-modern-mathematics-teaches-us-about-civil-war-battle-78982

· Edwin B Coddington, The Gettysburg Campaign: A Study in Command. Charles Scribner, 1968.

· James Longstreet, From Manassas to Appomattox: Memoirs of the Civil War in America. 2nd edition, Lippincott, 1912. Accessed at: http://www.wtj.com/archives/longstreet/

· Michael J. Armstrong and Steven E. Soderbergh, “Refighting Pickett’s Charge: mathematical modeling of the Civil War battlefield,” Social Science Quarterly 96, No. 4 (May 14, 2015), 1153-1168.

· Richard Rollins, “The Second Wave of Pickett’s Charge,” Gettysburg Magazine, No. 18, July 1998, 104-110.

· Lloyd W Klein and Eric J Wittenberg, “Did General Lee’s heart attack impact the conduct of the Battle of Gettysburg?” Gettysburg Magazine 67:July 2022; 62-75.

· James M McPherson, Battle Cry of Freedom. Oxford University Press, 1988.

· Shelby Foote, The Civil War: A Narrative. Volumes 1-3. Random House, 1963.

· https://emergingcivilwar.com/2018/06/26/artillery-henry-j-hunt-chief-of-artillery-for-the-army-of-the-potomac/

· https://militaryhistorynow.com/2022/11/27/armistead-and-hancock-rethinking-the-storied-friendship-between-opposing-generals-at-gettysburg/amp/

· Lloyd W Klein, “Why Pickett’s Charge Failed”. The Civil War Center. https://thecivilwarcenter.com/2022/06/29/why-picketts-charge-failed-analysis-and-significance/

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The historic preservation movement has shifted its focus multiple times and broadened its purposes throughout its existence. Here, Roy Williams returns and considers how it has evolved over time – and how it can be focused today.

The American Heritage Documentation Programs team measures the Kentucky School for the Blind. In Louisville, Kentucky, 1934.

In the beginning the historic preservation movement’s emphasis was preserving heritage through the built environment. The preservation of the built environment provided a framework and grounding point for understanding the culture and heritage of a nation. This provided understanding of the core valued concepts, institutions, and values which make up a nation. In addition to the preservation of the built environment, the National Park Service initially was formed to protect landscapes from the destructive industrial ravages of the 19th century. Ian Tyrell provides the argument that the rise of support for the National Park Service came as a direct result of a perceived global threat to the environment and the immediate need for conservation.[1] In this, the conservation of the environment and historic preservation have similar causes and roots. The two major reasons for preservation stand in pragmatic conservation for the utility of future use and preservation for the sake of preserving the existence of land and sites regardless of their utility to humans.

1970s

The historic preservation movement largely stood in its goals of preserving heritage and identity until the 1970s when the conservation of the environment began to become an important aspect of historic preservation. Questions of how much environmental destruction was wrought from the demolition of buildings and effects of new construction provided another angle to the importance of historic preservation. The embodied energy present in the construction of an old building provided the argument that older buildings should be preserved both out of cultural continuity regarding historic preservation as well as for the pragmatic aspect that the energy of construction would be wasted in the demolition of older buildings. The embodied energy of new construction would also add to the greater energy costs on top of the demolition of the older building. While this conclusion seems straight forward initially, there are opponents to the concept. Helena Meryman adheres to the concept of embodied energy in buildings but delves deeper into the world of materials associated with the preservation of the built environment with an emphasis upon the maintenance and conservation of the environment. In this regard, Meryman argues that while many materials should be recycled and previous methods of craftsmanship should be utilized in maintaining historic reconstructions, the importance of evaluating the potential of certain resources and their environmental impacts remains tantamount. Specifically, Meryman provides the counter argument against the proponents of wood as a sustainable material, that the lumber industry does contribute to deforestation and that, “The rates of timber consumption are exceeding the rate of renewal of natural forests.”[2] Instead, Meryman argues for the attempted extension of the life of current wood materials associated with historic structures and only using newly harvested wood for repairs when absolutely necessary. The National Park Service utilizes a concept known as replacement in kind which allows for the use of new materials at times allowing flexibility in the maintenance and rehabilitation of historic structures, the problem however with replacement in kind stands in the continued dependence on newly harvested lumber. The National Park Service provides the guidelines for when replacement in kind may be utilized as follows,

“The Secretary of the Interior's Standards for Rehabilitation generally require that deteriorated distinctive architectural features of a historic property be repaired rather than replaced. Standard 6 of the Standards for Rehabilitation further states that when replacement of a distinctive feature is necessary, the new feature must “match the old in composition, design, color, texture, and other visual properties, and, where possible, materials” (emphasis added). While the use of matching materials to replace historic ones is always preferred under the Standards for Rehabilitation, the Standards also purposely recognize that flexibility may sometimes be needed when it comes to new and replacement materials as part of a historic rehabilitation project. Substitute materials that closely match the visual and physical properties of historic materials can be successfully used on many rehabilitation projects in ways that are consistent with the Standards.”[3]

Embodied energy

Embodied energy is largely an accepted philosophical aspect of the debate between preservation, demolition, and new construction, the costs involved in the creation of materials such as lumber, brick, steel all amount to a substantial amount monetarily and in carbon output. The energy expended in moving materials from one location to another for the actual construction also amounts to a substantial amount especially in carbon output regarding transportation through the combustion of gasoline and diesel engines. Finally, the human labor utilized to create residential and commercial buildings remains a factor in the overall energy costs embedded in a building. The question from this embodied energy in buildings then arises in whether an older building is more environmentally friendly when retrofitted and updated than the construction of a new building? While at first glance, this seems straightforward the answer is not so simple and has engendered a small but passionate debate regarding the future regarding the nexus of preservation, environmental conservation, demolition, and construction.

Some scholars argue that the previous costs or embodied energies of an older building should not factor into current decision making regarding the demolition or preservation of a building. This current of thought argues that the energy that went into the construction of a building 50 to 100 years ago is water under the bridge and has no factor in this decision. Tristan Roberts drives this point home, arguing that resources expended in the past are not relative to the present, stating that, “when it comes to the energy expended in the 19th century to build that structure, that’s not a good reason for saving a building from demolition — it’s water under the bridge. Energy spent 2, 20, or 200 years ago to build a building simply isn’t a resource to us today.”[4] Rather, they argue that the only two factors that should be considered are the costs of demolition and the potential benefits of more energy efficient construction. If the costs of demolition and its environmental impact cannot be offset quickly by more energy efficient new construction, then it is best to wait and leave the current building present for use. If the costs of demolition can be offset quickly by the more energy efficient new construction, then the demolition should proceed. The problem with this argument is that it stands in a philosophical binary regarding environmental destruction and energy efficiency rather than a larger more nuanced analysis. What does it matter which option is technically more efficient if both methods continue to add carbon-based pollution to the atmosphere and destroy the environment? Even with the recycling of materials, the costs of demolition and new construction both still pollute the environment and add to overall carbon emissions. Is the goal of this binary decision making to take the best of two bad options or is it to solve the problem and work towards an environmentally sustainable future? The National Trust for Historic Preservation argues that,

“A new, high-performance building needs between 10-80 years, depending on the building type and where it is built, to offset the environmental impact of its construction. In comparing new and retrofitted buildings of similar size, function, and performance, energy savings in retrofitted buildings ranged from 4-46 percent higher than new construction. The benefits of retrofitting and reusing existing buildings are even more pronounced in regions powered by coal and that experience wider climate variations.”[5]

Green buildings

The United States Environmental Protection Agency details that, “600 million tons of C&D debris were generated in the United States in 2018, which is more than twice the amount of generated municipal solid waste. Demolition represents more than 90 percent of total C&D debris generation, while construction represents less than 10 percent. Just over 455 million tons of C&D debris were directed to next use and just under 145 million tons were sent to landfills. Aggregate was the main next use for the materials in the C&D debris.”[6] The context for this amount of waste provides a framework in understanding how Construction and Debris waste amounts for twice the amount of debris created from municipal solid waste. While new construction may produce less construction and debris-based waste, the reality that older buildings are demolished to make room for the construction of new buildings makes this problem inherently interconnected.

The sentiment of the environmental turn regarding historic preservation can be summarized best, in the words of Carl Elefante, former president of the American Institute of Architects, who said, “The greenest building is the one that already exists”[7] Simply put, the importance of preserving buildings for the purpose of environmental conservation serves both goals of the environmental movement as well as the historic preservation movement. Architect Steward Brand took this concept and developed it extensively in presenting how architects should not be confined to the realm of mastering space but to becoming artists of time.[8] Brand argues that buildings should be constantly updated and refined and utilized by humans to ensure their potential and utility. In this regard, Brand also believes that buildings should be constantly updated by their occupants rather than destroyed for the purposes of new construction. Following Brand’s deeper points, he argues that all buildings are made up of six shearing layers Site, Structure, Skin, Services, Space Plan & Stuff. The organization Restore Oregon provides supplementary evidence to this premise regarding environmental impact. Restore Oregon utilizes the Eco-Northwest study which detailed that,

“Renovating a 1,500 SF older home reduces embedded CO2 emissions by 126 metric tons, versus tearing down the same structure and replacing it with a new 3,000 SF residential building. Such savings may be better understood this way: a savings of 126 metric tons of embedded CO2 is roughly equivalent to the prevention of 44,048 gallons of gasoline emissions being released into the atmosphere. In the case of a 10,000 SF commercial building, which would typically utilize more energy-intensive materials and construction techniques than residential construction, the CO2 emissions savings would be 1,383 metric tons, or the equivalent of 484,127 gallons of gasoline burned.”

Substantially, the ECONorthwest study also presented the reality that preserved buildings have a far greater positive impact on CO2 Emissions than the removal of present combustion engines when accounting for the average annual 474 gallons of gasoline used by American vehicles, arguing that, “renovating an older home, rather than demolishing and replacing it, equates to removing 93 cars from the road for an entire year, while a single commercial renovation equates to removing 1,028 cars from the road for the same period of time.” This stands as significant statistical analysis when considering the broader trends of historic preservation and environmental conservation as united fields.

Reuse and deconstruction movement

A particular bright spot regarding sustainability and the middle ground between preservation and demolition is the recent advancements in the reuse and deconstruction movement. Rather than the current largescale trend of demolition, deconstruction aims to dismantle older buildings for the purpose of reuse and recycling. Deconstruction ordinances such as those in Portland Oregon dictate that older residential buildings must be deconstructed, and their materials reutilized. This revolutionary concept could potentially pave the way for a more circular economy in which waste is recycled and reused rather than discarded for new construction. However, the movement remains in its early stages, “There isn’t a salvage economy in the U.S. for commercial buildings,”[9] said Jason F. McLennan, the chief executive of McLennan Design and the creator of the Living Building Challenge, with most of the projects remaining residential in nature. Reuse at this stage is not necessarily more profitable due to the labor included in deconstruction and the process of storing materials. The most advantageous aspect of reuse remains in the preservation of historic materials as well as the preservation of embodied energy remaining in the materials.

Re: Purpose Savannah led 501(c)3 nonprofit advocates for sustainability through deconstruction, salvage, and reuse of historic buildings.[10] This effort towards deconstruction and recycling provides a viable alternative to the waste and pollution generated from conventional demolition. Upon research and documentation in preserving the history of a structure, Re:Purpose Savannah deconstructs the materials storing them and selling the salvaged material at their own lumberyard in Savannah. Re:Purpose Savannah’s documentation of historic deconstructed buildings includes detailed analysis of the building’s history, history of owners, photos, mapping, and its larger connections to American history all digitized on their website for the purpose of preservation all while the materials are recycled. Another example of reuse of buildings in a potentially viable manner is the development of deconstruction and recycling companies such as The Re Store, Re-Use Consulting, and Unbuilders throughout the country, reselling recycled building materials to builders. These companies originated with the beginning of deconstruction ordinances in the 1990s. Localities which have enacted deconstruction ordinances include Portland Oregon, King County Washington, and Vancouver British Columbia.[11]

The Portland Oregon Deconstruction ordinance of October 31, 2016, dictates that all structures built from 1940 earlier, (Amended from 1916) are subject to the ordinance. This means that all buildings falling within the ordinance must be deconstructed rather than mechanically demolished for the purpose of recycling valuable materials rather than being crushed and landfilled.[12] The city of Portland further regulates this process by determining that the building must be deconstructed by a certified deconstruction contractor rather than any unlicensed and unregulated construction firm or individual. The ordinance does allow for exemptions if the building is deemed unsafe for human life but generally the most valuable reusable material exists in the framing of the house allowing for very little room for exemptions.

Economic benefits

While the marketplace for deconstruction is still in its developing stage, there are certainly economic benefits to its further implementation. The Urban Sustainability Directors Network details the benefits of recycling C&D debris as well as the reusing of material on the project site. Specifically, USDN displays how deconstruction ordinances can significantly reduce waste and the amount of material disposed away in landfills. According to USDN, the Foster Hill California ordinance dictates that 50% of all C&D tonnage to be diverted from landfills to reuse, similarly, Portland’s deconstruction ordinance diverts an estimated 8 million pounds in material to reuse annually.[13] As deconstruction ordinances expand, the amount of materials reused rather than discarded will increase significantly improving overall sustainability, the largest problem stands in implementing ordinances and expanding the market from residential buildings to commercial deconstruction.

The principles of Historic Preservation show that abandonment can be one of the worst things for a building. When a building sits vacant, it becomes vulnerable to the degradation of time, climate-based factors, and wildlife which will utilize the building regardless of humans but may destroy certain aspects of it. The importance of keeping buildings in use stands as a significant goal both between those who are more directed towards the environmental preservation of the built environment as well as those based in concerns of historic preservation. The preservation of buildings in cities throughout the country for the purpose of environmental conservation as the utmost priority can serve multiple goals in maintaining a form of historic preservation, practicing environmental conservation, and in preventing cities from losing their historical character and the effects of the ever-present cultural danger of urban environments hollowing out.

One particular piece of artwork which describes the environmental turn within the historic preservation movement and the larger consideration of embodied energy stands in the gas can building artwork entitled Preservation: Reusing Americas Energy provided by the National Trust for Historic Preservation for Preservation week in 1980.[14] This artwork shows a commercial style building as a gas can to describe the embodied energy present in the building which should be preserved rather than destroyed for the purpose of new construction. In this regard, the building is depicted as having 640,000 gallons of gasoline embodied within the building and should not be preserved to continue utilizing that energy rather than destroyed. The artwork is certainly representative of the times when considering the stagflation and high gas prices of the late 1970s going forward in the 1980s. The importance of preservation for the purpose of utility is on full display as one of the most consequential aspects presented. While the representation of embodied energy as gasoline may feel dated as we continue to transition from fossil fuel-based energy to more sustainable solutions, the importance of conservation and the embodied energy stored in buildings remains an ever-present issue.

Paradigm change

Changing the Paradigm from Demolition to Reuse—Building Reuse Ordinances, by Tom Mayes provides another argument directly implicating the current tactics of urban planning and city management which professes to be utilizing environmentally friendly practices yet demolishes buildings without a second thought. Mayes argues that “few cities actively promote the reuse of existing buildings as a green strategy.”[15] With most being discarded and their materials ending up in a landfill with the new materials gained through extractive methods and transported using fossil fuels. This process of demolition and construction continues the process of environmental destruction all while cities pretend to be solving the issue with new ultra-modern style sleek energy efficient construction. This process does not help the issue of environmental conservation in any meaningful way but continues the process of disposability which continues to destroy the environment. Nigel Whiteley describes this process of disposability and hyper consumerism which became established in the 1950s and the 1960s, displaying how products became designed with an explicit understanding that they would soon become obsolete for other products to take their place in demand.[16] This process of disposability moved from fashion to automobiles, to construction. Logically the development of a throw away disposable culture eventually leads to the disposal of buildings for the consumption of newer and more developed buildings with no concern for the energy expended in their previous historic construction. This also has a significant impact of historic preservation as the continuity of urban environments is broken for newer construction rather than the continuance of previous historic structures which grounded the identity of the area.

The present issues faced by both the historic preservation and environmentalist movements can be best summarized by the words of John Muir, “People need Beauty as well as Bread” The importance of maintaining the pragmatism of a working economy and environment cannot be overlooked. The world of human interaction and commerce cannot stop to ensure that the environment can recover, however, new and innovative practices can be put into place which will ensure that the environment can be conserved for future use. Much like the preservation of the human identity through the environment which has shaped human history, the preservation of the built environment is inexplicably unified with this purpose. Whether in the reduction of CO2 emissions by the preservation and retrofitting of older buildings or in the protection of vast swathes of landscapes to protect both the environmental and cultural identity, both movements are linked together. The importance of adaptation and innovation in accomplishing these goals remains significant in addressing the current challenges and problems both fields face.[17]

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Bibliography

Primary Sources

Lindlaw, Scott. “Preservations Urge Weighing Environmental Impact of Teardowns.” New Bedford Standard-Times, April 9, 2008. https://www.southcoasttoday.com/story/lifestyle/2008/04/09/preservations-urge-weighing-environmental-impact/52453454007/.

Secondary Sources

Journal Articles

Adam, Robert. “‘The Greenest Building Is the One That Already Exists.’” The Architects’ Journal, August 13, 2021. https://www.architectsjournal.co.uk/news/opinion/the-greenest-building-is-the-one-that-already-exists#:~:text=Carl%20Elefante%2C%20former%20president%20of,the%20one%20that%20already%20exists’.

“Deconstruction Requirements.” Portland.gov. October 31, 2016. https://www.portland.gov/bps/climate-action/decon/deconstruction-requirements.

“Encouraging and Mandating Building Deconstruction.” Urban Sustainability Directors Network. https://sustainableconsumption.usdn.org/initiatives-list/encouraging-and-mandating-building-deconstruction.

MAYES, TOM. “Changing the Paradigm from Demolition to Reuse—Building Reuse Ordinances.” In Bending the Future: Fifty Ideas for the Next Fifty Years of Historic Preservation in the United States, edited by Max Page and Marla R. Miller, 162–65. University of Massachusetts Press, 2016. http://www.jstor.org/stable/j.ctt1hd19hg.31.

McMahon, Edward T., and A. Elizabeth Watson. “In My Opinion: In Search of Collaboration: Historic Preservation and the Environmental Movement.” History News 48, no. 6 (1993): 26–27. http://www.jstor.org/stable/42655670.

Meryman, Helena. “Structural Materials in Historic Restoration: Environmental Issues and Greener Strategies.” APT Bulletin: The Journal of Preservation Technology 36, no. 4 (2005): 31–38. http://www.jstor.org/stable/40003161.

National Park Service. “Evaluating Substitute Materials in Historic Buildings.” Last Modified October 6, 2023. https://www.nps.gov/subjects/taxincentives/evaluating-substitute-materials.htm.

“Our Mission.” Re:Purpose Savannah. 2023. https://www.repurposesavannah.org/mission.

Preservation Green Lab, “The Greenest Building: Quantifying the Environmental Value of Building Reuse,” National Trust for Historic Preservation, 2011.

Prevost, Lisa. “Sustainability Advocates Ask: Why Demolish When You Can Deconstruct? New York Times.September 1, 2021. https://www.nytimes.com/2021/09/01/business/waste-salvage-deconstruction-sustainability.html.

Roberts, Tristan. “Does Saving Historic Buildings Save Energy.” Green Building Advisor, May 2, 2011. https://www.greenbuildingadvisor.com/article/does-saving-historic-buildings-save-energy.

“Successes of a Sister City: Deconstruction around the World.” Re-Store.org. July 25, 2019. https://re-store.org/successes-of-a-sister-city-deconstruction-around-the-world/.

“Sustainable Management of Construction and Demolition Materials.” United States Environmental Protection Agency. Accessed November 7, 2023. https://www.epa.gov/smm/sustainable-management-construction-and-demolition-materials#:~:text=Demolition%20represents%20more%20than%2090,materials%20in%20the%20C%26D%20debris.

Tyrrell, Ian. “America’s National Parks: The Transnational Creation of National Space in the Progressive Era.” Journal of American Studies 46, no. 1 (2012): 1–21. http://www.jstor.org/stable/41427306.

Whiteley, Nigel. “Toward a Throw-Away Culture. Consumerism, ‘Style Obsolescence’ and Cultural Theory in the 1950s and 1960s.” Oxford Art Journal 10. no. 2 (1987): 3–27. http://www.jstor.org/stable/1360444.

Books

Miller, Marla R., and Max Page. Bending the Future: Fifty Ideas for the Next Fifty Years of Historic Preservation in the United States. UPCC Book Collections on Project MUSE. Amherst: University of Massachusetts Press, 2016. https://search.ebscohost.com/login.aspx?direct=true&AuthType=ip,shib&db=nlebk&AN=1425207&site=eds-live&scope=site.

Brand, Stewart. How Buildings Learn: What Happens After They're Built. United States: Penguin Publishing Group, 1995.

[1] Ian Tyrell, “America’s National Parks: The Transnational Creation of National Space in the Progressive Era,” Journal of American Studies 46, no. 1 (2012): 1–21. http://www.jstor.org/stable/41427306.

[2] Helena Meryman, “Structural Materials in Historic Restoration: Environmental Issues and Greener Strategies,” The Journal of Preservation Technology 36, no. 4 (2005): 31–38. http://www.jstor.org/stable/40003161.

[3]“Evaluating Substitute Materials in Historic Buildings,” National Park Service, Last Modified October 6, 2023, https://www.nps.gov/subjects/taxincentives/evaluating-substitute-materials.htm.

[4] Tristan Roberts, “Does Saving Historic Buildings Save Energy,” Green Building Advisor, May 2, 2011, https://www.greenbuildingadvisor.com/article/does-saving-historic-buildings-save-energy.

[5] Preservation Green Lab, “The Greenest Building: Quantifying the Environmental Value of Building Reuse,” National Trust for Historic Preservation, 2011.

[6]“Sustainable Management of Construction and Demolition Materials,” United States Environmental Protection Agency, Accessed November 7, 2023, https://www.epa.gov/smm/sustainable-management-construction-and-demolition-materials#:~:text=Demolition%20represents%20more%20than%2090,materials%20in%20the%20C%26D%20debris.

[7]Robert Adam, “‘The Greenest Building Is the One That Already Exists,’” The Architects’ Journal, August 13, 2021, https://www.architectsjournal.co.uk/news/opinion/the-greenest-building-is-the-one-that-already-exists#:~:text=Carl%20Elefante%2C%20former%20president%20of,the%20one%20that%20already%20exists’.

[8] Stewart Brand, How Buildings Learn: What Happens After They're Built, United States: Penguin Publishing Group, 1995.

[9]Lisa Prevost, Sustainability Advocates Ask: Why Demolish When You Can Deconstruct?” New York Times, September 1, 2021, https://www.nytimes.com/2021/09/01/business/waste-salvage-deconstruction-sustainability.html.

[10] “Our Mission,” Re:Purpose Savannah, 2023, https://www.repurposesavannah.org/mission.

[11] “Successes of a Sister City: Deconstruction around the World,” Re-Store.org, July 25, 2019, https://re-store.org/successes-of-a-sister-city-deconstruction-around-the-world/.

[12] “Deconstruction Requirements,” Portland.gov, October 31, 2016, https://www.portland.gov/bps/climate-action/decon/deconstruction-requirements.

[13] “Encouraging and Mandating Building Deconstruction,” Urban Sustainability Directors Network, https://sustainableconsumption.usdn.org/initiatives-list/encouraging-and-mandating-building-deconstruction.

[14] Scott Lindlaw, “Preservations Urge Weighing Environmental Impact of Teardowns,” New Bedford Standard-Times, April 9, 2008, https://www.southcoasttoday.com/story/lifestyle/2008/04/09/preservations-urge-weighing-environmental-impact/52453454007/.

[15] Tom Mayes, “Changing the Paradigm from Demolition to Reuse—Building Reuse Ordinances,” In Bending the Future: Fifty Ideas for the Next Fifty Years of Historic Preservation in the United States, edited by Max Page and Marla R. Miller, 162–65. University of Massachusetts Press, 2016. http://www.jstor.org/stable/j.ctt1hd19hg.31.

[16]Nigel Whiteley, “Toward a Throw-Away Culture. Consumerism, ‘Style Obsolescence’ and Cultural Theory in the 1950s and 1960s,” Oxford Art Journal 10, no. 2 (1987): 3–27. http://www.jstor.org/stable/1360444.

[17]Edward T. McMahon, and A. Elizabeth Watson, “In My Opinion: In Search of Collaboration: Historic Preservation and the Environmental Movement,” History News 48, no. 6 (1993): 26–27. http://www.jstor.org/stable/42655670.

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The telescope stands as a timeless symbol of human curiosity and ingenuity, allowing us to peer into the depths of the cosmos and unravel its mysteries. From the humble beginnings of the first optical telescopes to the cutting-edge technology of space-based observatories, the evolution of telescopes has been a testament to humanity's relentless pursuit of knowledge about the universe.

Terry Bailey explains.

A 17th century depiction of a Dutch telescope.

The story of the telescope began in the early 17th century, with the Dutch spectacle maker Hans Lipperhey often credited as its inventor. Lippershey's simple yet revolutionary design consisted of a convex objective lens and a concave eyepiece, which allowed for distant objects to be magnified. This basic principle laid the foundation for the development of optical telescopes.

One of the most notable figures in the early history of telescopes is Galileo Galilei, who improved upon Lipperhey's design and used his telescope to make groundbreaking astronomical observations. In 1609, Galileo observed the Moon’s surface, in addition to the first 4 moons of Jupiter, as well as the phases of Venus, forever altering our understanding of the cosmos and challenging the prevailing geocentric model of the universe.

Throughout the centuries, optical telescopes continued to evolve, with advancements in lens and mirror technology leading to increasingly powerful instruments. In the 17th and 18th centuries, astronomers such as Johannes Kepler and Isaac Newton made significant contributions to telescope design, developing the reflecting telescope, which used curved mirrors instead of lenses to gather and focus light.

By the 19th century, the construction of large refracting telescopes with massive lenses became feasible, allowing astronomers to explore the universe with unprecedented clarity. The construction of the Yerkes Observatory's 40-inch refractor in 1897 marked a milestone in telescope engineering and remained the largest refracting telescope in the world for decades.

20th century

While optical telescopes provided valuable insight into the visible universe, astronomers soon realized that much of the cosmos remained hidden from view. In the early 20th century, the discovery of cosmic radio waves by Karl Jansky paved the way for the development of radio telescopes, which could detect radio emissions from celestial objects.

One of the earliest radio telescopes was built by Grote Reber in 1937, consisting of a large parabolic dish that focused radio waves onto a receiver. Radio telescopes opened a whole new window into the universe, allowing astronomers to study phenomena such as pulsars, quasars, and the cosmic microwave background radiation, (CMBR).

In the mid-20th century, the discovery of X-rays from celestial sources prompted the development of X-ray telescopes. Unlike optical telescopes, which use lenses or mirrors to focus light, X-ray telescopes must employ grazing-incidence mirrors to reflect and focus X-rays onto detectors. The launch of the Uhuru satellite in 1970 marked the first dedicated X-ray observatory in space, revolutionizing our understanding of high-energy phenomena such as black holes and supernovae and remnants.

While ground-based telescopes provided valuable observations, they were limited by atmospheric distortion and light pollution. The advent of space orbiting telescopes promised to overcome these limitations by placing observatories above Earth's atmosphere, allowing for clearer and more detailed observations of the cosmos.

One of the most iconic space telescopes is the Hubble Space Telescope (HST), launched by NASA in 1990. Equipped with a 2.4-meter primary mirror and an array of scientific instruments, Hubble has captured breathtaking images of distant galaxies, nebulae, and other celestial phenomena. Its observations have led to numerous discoveries, including the expansion rate of the universe and the existence of dark energy.

In 1999, NASA launched the Chandra X-ray Observatory, the most powerful X-ray telescope ever built. Orbiting high above the Earth, Chandra has provided unprecedented views of X-ray sources such as black holes, supernovae and galaxy clusters, shedding light on the violent processes that occur throughout in the universe.

Recent years

As technology continues to advance, astronomers are already planning the next generation of telescopes that will push the boundaries of our understanding of the cosmos. One such project is the James Webb Space Telescope (JWST), which was launched in 2022. With its massive segmented mirror and advanced infrared instruments, JWST is able to peer deeper into space than ever before, probing the early universe and studying the formation of stars and galaxies.

Another groundbreaking project is the Square Kilometer Array (SKA), a next-generation radio telescope that will consist of thousands of antennas spread across a vast area. Scheduled for completion in the late 2020s, SKA will be the largest and most sensitive radio telescope ever built, allowing astronomers to explore the universe with unprecedented precision and detail.

In addition to these flagship projects, numerous ground-based and space-based observatories are in development, each poised to expand our knowledge of the cosmos in the instruments unique way based upon the device’s design specifications. From the search for habitable exoplanets to the study of dark matter and dark energy, the future of astrophysics / astronomy is filled with promise and discovery.

The history of the telescope is a true testament to humanity's insatiable curiosity and relentless pursuit of knowledge about the universe. From the humble beginnings of the first optical telescopes to the sophisticated instruments of today, telescopes have revolutionized our understanding of the cosmos and reshaped our place in the universe.

As we look to the future, the next generation of telescopes promises to unlock even more secrets of the universe, from the nature of dark matter and dark energy to the search for extraterrestrial life forms. With each new technological advancement, we move closer to unraveling the mysteries of the cosmos and gaining a deeper understanding of our place in the vastness of space.

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Special notes

It is important to understand that based upon the speed of light and the vast distances to celestial object observed by telescopes, across all wave lengths of the light spectrum, that by the time the light reaches an observer, these observations are already in the past.

For example if an observer looks at the nearest galaxy, (M31j, to our own, galaxy, which is 2.5 million light years away, then the light from the Andromeda galaxy, (M31), has already taken 2.5 million years to reach Earth, thus the image observed in a telescope is already 2.5 million years old.

The Electromagnetic light spectrum, includes Gamma γ-rays, x-rays, ultraviolet, visible light, infrared, microwaves and radio waves.

The speed of light is 299,792,458 meters per second, which is approximately 300,000 kilometers per second.

One light year is the equivalent to 9.46 trillion kilometers.

Point of interest

The current count of moons officially recognized orbiting the planet Jupiter is 95.

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The Inquisitions of the Middle Ages were a series of judicial procedures led by the Roman Catholic Church in the later Middle Ages in response to movements that the Church considered heretical. Here, Jeb Smith starts a series looking at the Inquisitions of the Middle Ages.

Pope Gregory IX, who started the Papal Inquisition.

Introduction

Medieval historians will be the first to tell you that what they believe about the period is not what occurred. Monty Python movies are not an authentic source! There are numerous subjects on which we are misinformed. These inaccuracies paint a darker and more dreadful picture of medieval European society than what really existed. Common stereotypes involve superstitious monks, tyrannical kings, mistreatment of women, bloodthirsty and racist Crusaders, bigotry against outsiders, and rampant disease and death. In contrast, we tend to view our modern society as superior, enlightened, and advanced. Today's society has undoubtedly progressed in sanitation, medical care, and many modern conveniences. However, we have also experienced a loss of valuable things like personal freedom, self-rule, satisfaction, leisure, celebrations, strong community bonds, family, morality, connection to God, and much else.

In the 13th century, Europe began a significant transformation that marked the end of the Middle Ages.[1] The way of life for peasants and lords in the mid-14th century was vastly different from what it was at the beginning of the 12th. Whenever I refer to the Middle Ages, I am referring to this period, the era I describe as "Christendom," spanning from approximately 700 to 1300 A.D. A main focal point of my book Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty was to dispel many myths we hold regarding medieval kingship and the political systems of the medieval period in general. Other topics are also addressed, such as life expectancy, health, the condition of serfs, and the work rate of peasants, but there are still many issues that need to be clarified about the period.

The Medieval InquisitionsThe modern American perception of the Inquisitions is a myth! Professor and historian Edward Peters wrote, “the myth was originally devised to serve variously the political purposes of a number of early modern political regimes, as well as Protestant reformers, proponents of religious and civil toleration, philosophical enemies of the civil power of organized religions, and progressive modernists, but the myth remained durable, widely adaptable, and useful.”[2]Protestants were all too eager to exaggerate the evils of medieval Catholicism and believe lies and exaggerations that seemed to justify their separation from the Catholic Church. and modern secular, democratic societies seize on the chance to portray preceding, "unenlightened" cultures as inferior to their own. Moderns, says Edwards, are often influenced by movies such as Monty Python and the Holy Grail, historical novels, past propaganda and inaccurate journalism, and thus still hold on to the many myths and misconceptions surrounding the Inquisition. Among scholars, though, there is no dispute about the Inquisition; it is well-known and researched.[3] However, these myths serve a function in a secular society. Professor Rodney Stark wrote, “Great historical myths die hard... writers continue to spread traditional myths... even though they are fully aware of the new findings. They do so because they are determined to show that religion, and especially Christianity, is a dreadful curse upon humanity.”[4]

The Inquisitions are often erroneously thought of as a medieval phenomenon. Although they did exist then, they were not as frequent or deadly as the later and more infamous Inquisitions of the Renaissance era, such as the Spanish Inquisition. As medieval scholar and professor Thomas Madden stated, "Our understanding of heresy and inquisition is not really in sync with the way things were in the Middle Ages. It has much more to do with the early modern concept of Spanish inquisitions which is a completely different thing."[5] Likewise, the witch hunts occurred almost wholly during the "Age of Reason." Nevertheless, I will discuss the Medieval and Spanish Inquisitions (in a later article) to highlight their similarities and differences and clarify misunderstandings of them.

In the medieval era, the Church generally had a different approach to handling heretics than in later times. It's important to note that the Inquisition only had jurisdiction over former Catholics and not Jews or Muslims, who could not be accused or put on trial.[6] Initially, their response towards individuals who previously held Catholic beliefs but had now adopted heretical views was to convince them through discussion and argumentation.[7] Professor Rosemary Morris wrote, "The response of the western Church authorities to heresy was, at first, to mobilize the forces of persuasion." The 12th century Saint Bernard criticized the people of Cologne for killing heretics, stating that faith cannot be forced upon them and must be born of persuasion.[8]

When the Pelagian heresy that was "blasphemous against the grace of Christ" was converting Catholics in Britain, the medieval scholar Saint Bede records that in response bishops from Gaul came to the land "and the word of God was by them daily administered, not only in the churches, but even in the streets and fields, so that the Catholics were everywhere confirmed, and those who had gone astray, corrected."[9]As a result, the heretics were forced into hiding and out of public areas where they once preached. Eventually, they did return to public discourse, and were allowed to make their case by the Catholic priests. The priests responded to the heretics in front of people during the debate and refuted the heresy once again. This helped the people to judge fairly, and the heresy was defeated.

In part, there was little persecution of heretics because the early heretics were less evangelistic, they kept to themselves and thus avoided the wrath of the Church. In the 9th century, Agobard of Lyon wrote that recently the heretics "no longer practice their wickedness in secret, as others do, but proclaim their error publicly and draw the simple and weak to join them" and due to their misleading the simple, those heretics and their supporters, says Agobard, should be under "anathema" only.[10]

Severe Inquisitors

The excessively severe Inquisitors were thoroughly examined and, if necessary, dismissed.[11] In 1215, the Fourth Lateran Council condemned bishops who became heretics and removed them from their position.[12] During the "dark ages" of Christendom, heretics and other religions were tolerated more than they were by eastern Byzantines; and it wasn't until the 13th century, when secular Roman law returned, that heretics were punishable by death.[13] In 1162, Cathars were sent to Pope Alexander III, who refused to condemn or persecute them, stating, "it was better to pardon the guilty than to take the lives of the innocent."[14] In 1216, during the fourth Lateran Council, the Church condemned unrepentant heretics to excommunication but not death. Professor Edward Peters informs us that during the medieval period, "patience, instruction, and toleration" were applied to manage "religious dissent."[15] Further, during Christendom a centralized Inquisition suppressing opposition never existed.[16] Before the 13th century, it was up to each local bishop to handle heretics. There was no widespread effort to counter heresy. The heretics' persecution increased in the 13th century when Pope Innocent III cited Roman law and the Church (and, due to the return of Roman law in governance, society as a whole) centralized, weakening the power of local bishops.

The Inquisition was not a medieval or even Christian invention. Instead, it utilized Roman law and practices, such as torture, which were widely adopted during the 13th century.[17] The origin of the inquisition is often attributed to the Catholic Church, but it actually stemmed from secular law, not Christianity. As historian Thomas F. Madden explains, "The Inquisition itself is a product of Roman law. And that means a legal code that had nothing at all to do with Christianity. That developed over many centuries before Christ was even born."[18] Not especially devout secular leaders, such as Emperor Frederick I, were known to be ruthless towards heretics.[19] And, as Catholic apologist Steve Weidenkopf wrote, "The death sentence was handed down and carried out by the state. The church itself never executed any heretics."[20]

Sorcery

Likewise, before the 13th century sorcery received little attention and was only practiced in remote regions. In the 9th century, the bishop Agobard of Lyon came across some locals who believed that humans could produce hail and thunder through witchcraft.[21] He described their beliefs as foolish and crazy, stating that they were utterly ignorant of God. In response to this belief, Agobard suggested using proofs from Scripture to judge the matter and allow Truth itself to overcome the most foolish errors. In 906, Regino of Prum said the locals were "beyond a doubt infidels" who returned to pagan beliefs, claiming witches could travel via midnight rides through the air and that sorcerers could transform people into animals.[22] C.S Lewis wrote, "There was very little magic in the Middle Ages; the sixteenth and seventeenth centuries are the high noon of magic."[23]

During Christendom as I define it, practices such as sorcery, magic, and witchcraft were rare. The British Isles had its first Inquisition in 1309, with no convicted individuals.[24] The first witch was not burned at the stake until 1275. She was accused of having sex with a demon among other abominable practices. Professor Richard C. Hoffmann wrote, "early medieval Christian authorities debunked such superstitions and reserved all power to God alone.”[25] It wasn't until the 13th century that the Church began associating sorcery with heresy.

During the Middle Ages, the church had a more laid-back approach towards certain superstitious practices that didn't directly impact church doctrine or individual salvation. They were more accepting of pagan "magic" and sorcery, and even universities taught occult practices and astrology.[26] The Anglo-Saxon Dooms, written between 590 and 975, instructed witches and other groups to be expelled from the land, not killed or tortured, but only sent away.[27] It is likely that most of Europe, perhaps three quarters of it, never experienced witchcraft or a witch hunt. These practices seemed to be robust in some areas and non-existent in others.[28]

The significant reaction to the heresy of the medieval period occurred in 1209 in southern France. During the early 13th century, the Albigensian Crusade was launched against these heretics in southern France. It was falsely attributed to the Inquisitions, but it was actually called in response (in part) to the murder of papal legate Peter of Castelnau.[29] Professor Burman wrote, “the spark that set off the so called Albigensian crusade was the murder in January 1208 of Peter of Castelnau...Peter was more than a mere legate – he was ‘an alter ego of the Pope.’”[30]Heretics denied the divinity of Jesus and claimed that a phantom was on the cross. The Cathars believed that sex, children, and marriage were evil, and they sanctioned homosexuality, bestiality, abortion, and suicide.[31] They believed the material world was evil and that our souls were trapped inside our physical bodies, thus suicide freed the spirit from its prison. They believed that the Old Testament God was evil and created matter to trap souls. According to them, the purpose of life was to free oneself from the corrupt physical body. The Church responded by holding councils and condemning the false teachings, but this did not stop the spread of the heresy. The Popes sent missionaries to the areas to preach and teach the truth, but when a papal legate was murdered in response, the Pope called a Crusade, not an Inquisition. While many heretics were killed during the crusade, others were massacred by locals who had no tolerance for their beliefs. The Church and the Pope, who called the crusade, were unable to prevent this happening.[32] The heretics attempted to replace Catholicism rather than coexist with it. The purpose and desire of the Pope in calling the crusade was to reform the heretical clergy and lay people.

Persecution of witches

The persecution of witches did not begin in earnest until the second half of the 15th century with the papal bull Summis desiderantes affectibus and the publication of the "Hammer of Witches."[33] The witch craze and witch hunts did not originate in the medieval period but emerged during the 16th and 17th centuries and occurred at the same time as the rise of modern science and nationalism.[34] The first execution for witchcraft in England was in 1563. The first trial in Scotland was in the second half of the 16th century.[35]The witch hunts were conducted as much by secular as by religious authorities, and were supported by significant thinkers such as Thomas Hobbes and Jean Bodin.[36] Even later, during the witch craze, skeptics of some of the claims of witchcraft said they really saw "visions or dreams, for frantic men think they see marvelous things, such as beats and other horrors, when in actual fact they see nothing."[37] According to Heinrich Kramer and Jacob Sprenger in the Hammer of Witches holy men are not deceived like the "maniacs" are.[38]

In the following article, we will cover myths surrounding the Inquisitors themselves and the origins, purpose, and results of the Inquisitions.

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com

Bibliography -Bede. Ecclesiastical History of the English Nation. New York, London: J.M. Dent; E.P. Dutton, 1910.

-Burman, Edward. The Inquisition: The Hammer of Heresy. Dorset Press, 1992.

-Carroll, Warren H. 1993. The Glory of Christendom. N.p.: Christendom Press.

-Catechism of the Catholic Church: Complete and Updated. Crown Publishing Group, 1995.

-Kors, Alan Charles, and Edward Peters, editors. Witchcraft in Europe, 400-1700: A Documentary History. University of Pennsylvania Press, Incorporated, 2001.

-Davis, Michael Warren. The Reactionary Mind: Why Conservative Isn't Enough. Regnery Gateway, 2021.

-Durant, Will, and Ariel Durant. The Age of Faith (The Story of Civilization, Volume 4) (Story of Civilization). Simon & Schuster, 1980.

-Ferrara, Christopher A. 2012. Liberty, the God That Failed: Policing the Sacred and Constructing the Myths of the Secular State, from Locke to Obama. N.p.: Angelico Press.

-Hoffmann, Richard. An Environmental History of Medieval Europe. Cambridge University Press, 2014.

-Holmes, George, ed. 1988. The Oxford Illustrated History of Medieval Europe. N.p.: Oxford University Press.

-Jarrett, Bede. 2007. Social Theories of the Middle Ages, 1200-1500. N.p.: Archivum Press.

-Jones, Andrew W. 2017. Before Church and State: A Study of Social Order in the Sacramental Kingdom of St. Louis IX. N.p.: Emmaus Academic.

-Kamen, Henry. The Spanish Inquisition: A Historical Revision. Yale University Press, 2014.

-Kors, Alan Charles, and Edward Peters, editors. Witchcraft in Europe, 400-1700: A Documentary History. University of Pennsylvania Press, Incorporated, 2001

-L. PLUNKET, IERNE L. 1922. EUROPE IN THE MIDDLE AGES. London Edinburgh Glasgow Copenhagen New York Toronto Melbourne Cape Town Bombay Calcutta Madras Shanghai, England: OXFORD UNIVERSITY PRESS.

-Madden, Thomas, director. “The Modern Scholar: Heaven or Heresy: A History of the Inquisition.” 2008.

-Madden, Thomas. “The Medieval World, Part II: Society, Economy, and Culture.” The Great Courses Series, 2019.

-The following citation were derived from Medieval Sourcebook Fordham University (“Confession of Arnaud Gélis, also called Botheler "The Drunkard" of Mas-Saint-Antonin”)(“Confession of Baruch, once a Jew, then baptized and now returned to Judaism”) (GUI, BERNARD, and Translation by David Burr. “BERNARD GUI: INQUISITOR'S MANUAL.”.)(Schroeder, H. J., translator. The Disciplinary Decrees of the Ecumenical Counci,. St. Louis:, B. Herder Book Co., 1937).(Agobard of Lyons, and Translated by W. J. Lewis (aided by the helpful comments and suggestions of S. Barney) from the Latin text in p. 3-15 of: Agobardi Lugdunensis Opera Omnia, edidit L. Van Acker. Turnholt: Brepols, 1981 (Corpus Christianorum. Continuatio Mediaevalis, 52);.Agobard of Lyons (9th Century): On Hail and Thunder.”)

-Pernoud, Regine. Glory of the Medieval World. Dobson Books Ltd, 1950.

-Peters, Edward. Inquisition. University of California Press, 1989.

-Rawlings, Helen. The Spanish Inquisition. Wiley, 2006.

-Smith, Jeb. 2024. Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty.

-Smith, Jeb. 2023. The Road Goes Ever On and On. N.p.: Christian Faith Publishing, Incorporated.

-Stark, Rodney. Bearing False Witness: Debunking Centuries of Anti-Catholic History. Templeton Press, 2017.

-Thatcher, Oliver J. “The Library of Original Sources - Vol. IV: The Early Medieval World, pp. 211-239.” Milwaukee: University Research Extension Co, 1901.

-Tierney, Brian, and Sidney Painter. Western Europe in the Middle Ages, 300-1475: Formerly entitled a History of the Middle Ages, 284-1500. 4th ed., Knopf, 1983.

-Weidenkompf, Steve, director. The Real Story of the Inquisitions. Catholic Answers.

-Weidenkopf, Steve. The Real Story of Catholic History: Answering Twenty Centuries of Anti-Catholic Myths. Catholic Answers, Incorporated, 2017

-Wickham, Chris. Medieval Europe. Yale University Press, 2017.

[1] (Smith 2024)

[2] (Peters 1-2)

[3] (Peters 295, also see 308)

[4] (Stark)

[5] (Madden)

[6] (Holmes 1988, 203)

[7] (Tierney and Painter 362-363) (Durant 1950, 67) (Pernoud 1950, 113)

[8] (Pernoud 1950, 114)

[9] (Bede, Book 1 chapter 17)

[10] (Agobard of Lyons and Translated by W. J. Lewis (aided by the helpful comments and suggestions of S. Barney) from the Latin text in p. 3-15 of: Agobardi Lugdunensis Opera Omnia, edidit L. Van Acker. Turnholt: Brepols, 1981 (Corpus Christianorum. Continuatio Mediaevalis, 52);)

[11] (Wickham 169)

[12] (Schroeder)

[13] (Durant 1950, 776-777) For the return of Roman law during the period see cite monarchy

[14] (Burman 25)

[15] (Peters 46)

[16] (Peters 3, 68)

[17] (Wickham 157-158) ((Burman 31) (Peters)

[18] (Madden 2008)

[19] (Pernoud 114)

[20] (Weidenkopf 2017)

[21] (Agobard of Lyon translated by W. J. Lewis (aided by the helpful comments and suggestions of S. Barney) from the Latin text in p. 3-15 of: Agobardi Lugdunensis Opera Omnia, edidit L. Van Acker. Turnholt: Brepols, 1981 (Corpus Christianorum. Continuatio Mediaevalis, 52);)

[22] (Smith 2023 103)

[23] (Smith 2023 101)

[24] (Burman 98)

[25] (Hoffmann 339)

[26] (Burman 119)

27

[28] (Weidenkopf 2017)

[29] (Tierney and Painter 359-360)

[30] (Burman 27-28)

[31] (Carroll 1993, 165)(Tierney and Painter 355-356)

[32] (Peters 50-51)

[33] (Burman 123)

[34] (Burman 115-116) (Durant 1950, 567) (Durant 1950, 567)

[35] (Kors and Peters 303, 318)

[36] (Weidenkopf 2017, 131)

[37] (Kors and Peters 201-203)

[38] (Kors and Peters 201, 237)

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On March 7, 1770, a contingent of British soldiers were on patrol in the streets of Boston and were directed to respond to an incident involving a British soldier who had been taking the brunt of harassment from a group of colonial protesters. Still years away from the start of the American Revolution, tensions across the 13 colonies were at a boiling point due to unfair taxes, land restrictions, and presence of the British military. Suddenly they were confronted with a mob of angry colonists.

Here, Ryan Reidway gives his take on the Boston Massacre.

*The Boston Massacre*. By Paul Revere. Source: Metropolitan Museum of Art, Gift of Mrs. Russell Sage, 1910, here.

Outnumbered, far from home, inexperienced, and in the wrong place at the wrong time, the Redcoats under the command of Captain Thomas Preston fired upon the crowd. Tragically five colonists in the mob ultimately died. Among the dead was an escaped slave Crispus Attucks who is often considered by historians as the first casualty of the American Revolution.

In the trial that followed John Adams, founding father and the second President of the United States, participated in the legal defense of Captain Preston and eight of the British soldiers in court. With the odds against him and without public support, Adams and his legal team successfully argued for their innocence and release from imprisonment of Captain Preston and six of the eight soldiers. The two other soldiers were branded on the thumb with an M for Manslaughter and then ultimately released. In his closing arguments Adams argued this:

“Facts are stubborn things; and whatever may be our wishes, our inclinations, or the dictates of our passions, they cannot alter the state of facts and evidence: nor is the law less stable than the fact; if an assault was made to endanger their lives, the law is clear, they had a right to kill in their own defense; if it was not so severe as to endanger their lives, yet if they were assaulted at all, struck and abused by blows of any sort, by snow-balls, oyster-shells, cinders, clubs, or sticks of any kind; this was a provocation, for which the law reduces the offense of killing, down to manslaughter, in consideration of those passions in our nature, which cannot be eradicated. To your candor and justice I submit the prisoners and their cause. The law, in all vicissitudes of government, fluctuations of the passions, or flights of enthusiasm, will preserve a steady, undeviating course; it will not bend to the uncertain wishes, imaginations and wanton tempers of men.”

Legal case

Adams and his legal team that consisted of Robert Auchmuty Jr., and Josiah Quincy Jr. were the only ones willing to take on a case like this due to the rising opposition and public outcry against Preston and his men. Ironically the reason there was so much outrage in the colonies was due to the response to the incident by Adams' cousin and leader of the Sons of Liberty Sammuel Adams.

For years Samuel Adams and the Sons of Liberty had been stirring up anti British sentiment in Boston for what they considered to be a series of unfair regulations and taxes. Paul Revere who would later become famous for his famous Midnight Ride in which he is quoted “One if by land and two if by sea”, before the battles of Lexington and Concord, and founding member of the Sons of Liberty, created and distributed the illustration above throughout the 13 colonies.

After careful examination of the illustration one will notice that none of the colonists portrayed in the image have a variety of weapons or objects such as oyster shells, snowballs, or rocks in their hands or around their bodies. And yet this clearly is not how it happened. From both Preston's account written only hours after the altercation and the closing legal arguments of John Adams, the mob had the means if not the intention to cause bodily harm to Preston and his men.

Massacre?

This image, forged from anger after the event, was distributed first in the city of Boston, and then around the rest of the 13 colonies. Revere even proclaimed his depiction as the “Bloody Massacre on King Street.” However Revere was not present to witness the event first hand and yet was the first one to call it a Massacre. Webster Dictionary defines Massacre as the “the act or an instance of killing a number of usually helpless or unresisting human beings under circumstances of atrocity or cruelty.”

So to call it a Massacre may have been a bit of a stretch. Tragic loss of life? Yes. An unfortunate and upsetting incident? Indeed. But from the very definition of the word it is very clear that there are two reasons why Revere had no business calling it a massacre. The first reason is implied: intention. Did Captain Preston’s soldiers set out that night with the intention of killing those colonists?

No. There is no historical evidence anecdotal or otherwise to show that was what those men were thinking or planning to do. They were caught in a bad situation that was compounded by the fact that most were inexperienced, perhaps not in the art of being a soldier, but as a quasi police/occupational force. The second and arguably more evident, is the fact that the definition points out that victims of massacres are usually unarmed. We know for a fact that the colonial mob was not unarmed. Perhaps at a disadvantage in terms of fire power (ie: rocks vs. muskets) but armed nonetheless.

Neither of these points were ever present in the narrative surrounding Paul Revere's depiction of the event and still it was sold to the public as yet another example of aggression towards the Colonies by the King George III government. If a plantation owner in Charleston, a merchant in Philadelphia, or a shopkeeper in New York City, saw this illustration with the title Bloody Massacre on King Street, how could History expect them to feel anything other than anger and frustration towards the British Crown or its agents present in the 13 Colonies.

It is certainly expected that the events that followed this incident drummed up the feelings of patriotism and love of country for many Americans. As it should. However, in the Republic that was built from the ashes of the American Revolution, Article 3 of the United States Constitution argues for the value of a virtuous court system based on rule of law and not on the whims of one individual or even that of the entire population.

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References

Hodgson, John, and John Adams. n.d. “Adams' Argument for the Defense: 3–4 December 1770.” Founders Online. Accessed May 9, 2024. https://founders.archives.gov/documents/Adams/05-03-02-0001-0004-0016.

Preston, Thomas. 2015. The Trial of the British Soldiers [T. Preston and Others] of the 29Th Regiment of Foot, for the Murder of Crispus Attucks [And Others]. N.p.: Creative Media Partners, LLC.

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In the Second World War, the story of the EDES National Republican Greek League stands as a testament to the indomitable spirit of resistance against Nazi occupation. Formed in the crucible of Greek patriotism and fueled by a fervent desire for liberation, EDES played a pivotal role in challenging the Nazi juggernaut, forging alliances with British intelligence, and laying the groundwork for Greece's post-war reconstruction.

Terry Bailey explains.

First, if you missed Terry’s article on ELAS’ role in World War 2, read it here.

Napoleon Zervas (the second from the left) with fellow EDES members.

The genesis of EDES can be traced back to the tumultuous years of the 1940s when Greece found itself engulfed in the flames of war and facing the specter of Axis domination. Founded in 1941 by Colonel Napoleon Zervas, EDES emerged as a beacon of hope amidst the darkness of occupation. Zervas, a decorated veteran of the Balkan Wars and the Greco-Turkish War, embodied the ethos of Greek nationalism and staunch anti-communism that would come to define EDES's ideology.

Unlike its communist counterparts such as ELAS (Greek People's Liberation Army), EDES espoused a vision of republican governance and sought to establish a Greece free from both Axis tyranny and the specter of communism. Drawing inspiration from Greece's storied history of resistance against foreign invaders, EDES rallied patriots from diverse backgrounds under its banner, united by a common purpose: to reclaim Greece's sovereignty and dignity.

Resistance efforts

EDES's resistance efforts were characterized by a blend of guerrilla warfare tactics, sabotage operations, and clandestine intelligence gathering. Operating primarily in the mountainous regions of Epirus and western Greece, EDES fighters waged a relentless campaign against Nazi forces, disrupting supply lines, ambushing patrols, and bolstering civilian morale through acts of defiance.

One of EDES's most notable achievements was its collaboration with British Special Operations Executive (SOE), the clandestine organization tasked with supporting and organizing resistance movements across occupied Europe. Through Operation Animals, SOE agents forged alliances with EDES operatives, and their communist counterparts in ELAS, providing crucial logistical support, training, and intelligence to bolster resistance efforts in Greece. Operation Animals was part of the larger strategic deception plan to fool the axis powers into believing that amphibious landing would occur in Greece instead of the real target of Sicily.

EDES's partnership with SOE proved instrumental in several key tactical operations, including the destruction of Axis infrastructure, the liberation of strategic territories, and the rescue of Allied prisoners of war. However, tensions occasionally simmered between EDES and its communist counterparts within the Greek resistance movement, leading to intermittent clashes and rivalries over territory and influence.

As the war progressed

As the tides of war shifted in favor of the Allies, EDES began laying the groundwork for Greece's post-war reconstruction and transition to democratic governance. With the defeat of Nazi Germany in 1945, EDES played a pivotal role in facilitating the return of exiled Greek political leaders, advocating for the establishment of a constitutional republic, and demobilizing its forces in accordance with the terms of the Varkiza Agreement.

However, EDES's aspirations for a democratic Greece were soon overshadowed by the turbulent civil conflict and the emerging Cold War rivalry between Western powers and the Soviet Union. The disbandment of EDES's armed forces and the subsequent outbreak of the Greek Civil War in 1946 marked the end of the organization’s active involvement in Greek politics.

In context

Despite its relatively short-lived existence, the legacy of EDES endures as a symbol of Greek resilience and defiance against oppression. Its members, many of whom sacrificed their lives in the struggle for freedom, are remembered as heroes of the recent Greek history. Moreover, EDES's commitment to democratic ideals and its collaboration with Allied forces during the Second World War laid the groundwork for Greece's eventual integration into the community of democratic nations.

Therefore, the story of the EDES National Republican Greek League stands as a poignant chapter in the Second World War’s resistance movements. From its humble beginnings as a fledgling guerrilla force to its pivotal role in challenging Nazi occupation, EDES embodied the spirit of Greek nationalism and defiance against tyranny.

Though its post-war aspirations were overshadowed by the prolonged civil conflict, the legacy of EDES endures as a testament to the enduring power of resistance and the human spirit in the face of adversity and the wish to be free from Nazi dictatorship or the overshadowing specter of communist rule.

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The 1862 Emancipation Proclamation by President Abraham Lincoln took place during the US Civil War. Here, Lloyd W Klein looks at what the Emancipation Proclamation was and the moral and political motivations for it.

*First Reading of the Emancipation Proclamation of President Lincoln.* By Francis Bicknell Carpenter, 1864.

“Fellow-citizens, we cannot escape history. We of this Congress and this administration, will be remembered in spite of ourselves. No personal significance, or insignificance, can spare one or another of us. The fiery trial through which we pass, will light us down, in honor or dishonor, to the latest generation. We say we are for the Union. The world will not forget that we say this. We know how to save the Union. The world knows we do know how to save it. We -- even we here -- hold the power, and bear the responsibility. In giving freedom to the slave, we assure freedom to the free -- honorable alike in what we give, and what we preserve. We shall nobly save, or meanly lose, the last best hope of earth. Other means may succeed; this could not fail. The way is plain, peaceful, generous, just -- a way which, if followed, the world will forever applaud, and God must forever bless.”

Abraham Lincoln, December 1862 Annual Message to Congress

The earth laughs, the sun laughs

over every wise harvest of man,

over man looking toward peace

by the light of the hard old teaching:

“We must disenthrall ourselves.”

Carl Sandburg, From “The Long Shadow of Lincoln: A Litany”

Carl Sandburg the poet, and lover of words, recognized that Lincoln’s use of the word “disenthrall” in this context was intentional and multi-layered. The word means “to set free” or “to liberate” and Lincoln chose this word on purpose. Lincoln’s genius was in his ability to find new solutions to complicated problems by “thinking outside the box”, which is Lincoln’s literal meaning here. But he was also “setting free” the slaves. Moreover, crafting the goal of “setting free” the slaves into a war aim meant changing the war’s purpose. It meant giving a new reason to fight the war, adding to our resolve to carry it through. Also, we see that by doing so, the country was going to change – we were setting ourselves free from what the country had been before and would become something new; there was no going backward. “A new birth of freedom”, as he would say a year later. And in doing so, we were liberating ourselves from an immoral practice. As a nation that enslaved humans, we were ourselves enslaved to defend its existence, and now we would be “set free” of that burden, America’s Original Sin.

Lincoln, a highly astute and practical statesman, adeptly maneuvered through the political landscape by employing a pragmatic approach to problem-solving. He relied on empirical evidence to determine effective solutions that would not only maintain his position of authority but also garner sufficient support from the public to bring his government along. Lincoln's profound comprehension of the gravity of the situation, coupled with his remarkable skill in articulating his ideas, reverberates throughout history. The Emancipation Proclamation, hailed as a momentous moral decision, also aligns with this interpretation, further highlighting Lincoln's pragmatic political leadership.

Sandburg’s insight is founded on Lincoln’s 1862 Annual Message to Congress, introducing the Emancipation Proclamation:

“The dogmas of the quiet past are inadequate to the stormy present. The occasion is piled high with difficulty and we must rise with the occasion. As our case is new, we must think anew and act anew. We must disenthrall ourselves, and then we shall save our country.”

There is no doubt that Lincoln didn’t solve all of the problems of his, or our, times, especially connected with race. But neither have the next 30 presidents. Lincoln won the war, but that didn’t mean everyone agreed on what should be done after the war; there were as many views as people on that subject. And then, of course, he was assassinated right as the war ended.

What Were Lincoln’s Views On Slavery?

Lincoln's primary objective was to preserve the unity of the nation, a goal he successfully achieved. This accomplishment was unparalleled, as no other individual could have accomplished this feat. Lincoln's journey towards emancipation was far from simple, as it required more than a mere proclamation. The process necessitated a constitutional amendment and political consensus, both of which were absent at the onset of the war. Furthermore, there was widespread disagreement regarding emancipation, with individuals from both the northern and southern regions expressing dissent. Nevertheless, Lincoln devised a strategy to bring about this significant transformation, a feat that undoubtedly warrants immense recognition. It is important to acknowledge that although the Southerners found ways to circumvent certain laws after the war, and true equality wasn’t a reality until the Civil Rights era, slavery did end. Lincoln deserves credit for this achievement. In the northern states, black individuals were granted voting rights, legal freedom, and equality, a truly remarkable accomplishment.

Throughout his public and private addresses, Lincoln consistently voiced his moral opposition to slavery. He made it clear that he held an inherent aversion to the institution, firmly stating, "I am naturally anti-slavery. If slavery is not wrong, nothing is wrong." "I can not remember when I did not so think, and feel”, he noted. However, the challenge lay in determining the appropriate course of action to address slavery's existence and bring about its demise. Slavery was deeply entrenched within the nation's constitutional framework and played a significant role in the country's economy. Consequently, finding a solution to this complex problem proved to be politically challenging.

In addition, there was the question of what would become of the four million slaves if liberated: how they would earn a living in a society that had long rejected and marginalized them. His proposition to send African Americans to colonies in Africa rather than keeping them in America, although criticized, stemmed from his recognition of the deeply ingrained prejudice within the American character, prevalent in both the North and the South. Lincoln believed that African Americans would prefer to return to their ancestral homeland due to the pervasive discrimination they faced. However, it was through his friendship with Frederick Douglass and his acknowledgment of the bravery displayed by black troops that Lincoln came to understand that America was indeed their homeland. African Americans desired equality within their own country and had no desire to be relocated elsewhere. This realization challenged Lincoln's previous notions and highlighted the importance of achieving equality within the United States.

Lincoln also had to balance the necessity and emphasis on saving the Union relative to freeing the slaves. His response to Horace Greely’s editorial calling on Lincoln to free the enslaved people is definitive in this regard; he clearly says that his primary goal is to save the Union, and everything that he does, or doesn’t, do is based on his analysis of that test. The last paragraph states: "I have here stated my purpose according to my view of official duty; and I intend no modification of my oft-expressed personal wish that all men everywhere could be free.” Often this response is quoted out of context to suggest that Lincoln didn’t care about slavery. Its intent however is to demonstrate that while Lincoln the man hated slavery, his role as president meant he had to remain focused on what his primary job responsibility – saving the Union -- required.

One month later he released the preliminary emancipation proclamation having determined that freeing the slaves was a necessary goal of the war, which the majority in the Union now supported.

Eric Foner's book, The Fiery Trial, delves into Abraham Lincoln's evolving perspective on race and slavery throughout his lifetime. Foner has said, “I have never called Lincoln a racist. He shared some of the prejudices of his time. Was Lincoln an anti-racist? No not really. Was he an egalitarian in the modern sense? No. Race was not a major concern of Lincoln. He didn’t think about race very much. To ask if he’s a racist is the wrong question. And if you ask the wrong question, you’re going to get the wrong answer.” While Lincoln always recognized the immorality of slavery and supported the freedom of slaves, his stance on rights shifted in accordance with the changing sentiments of the Republican Party and the North. As a politician, Lincoln strategically positioned himself in the middle ground of prevailing opinions to secure electoral success. It is important to note that he did not lead the way, as Frederick Douglass astutely observed. Despite being influenced by figures like Douglass, Lincoln's stated views on race indicate that he did not truly consider African Americans as his social equals. Foner distinguishes between Lincoln's belief in equal natural rights, his eventual acceptance of legal rights, and his likely lack of support for social acceptance, which he probably never did favor, a sentiment shared by many white individuals in the 19th century.

What was the Emancipation Proclamation?

The issuance of the Emancipation Proclamation by President Abraham Lincoln on January 1, 1863, marked a significant moment in American history. This executive order, which came at a time of great political turmoil, demonstrated a remarkable display of political courage. It was a decision that Lincoln believed to be morally right and necessary for the nation's progress. The Battle of Fredericksburg had dealt a severe blow to Northern morale, plunging the country into a state of despair. In response to the victory at Antietam on September 22, 1862, Lincoln took the opportunity to issue the preliminary Emancipation Proclamation, setting the stage for the eventual liberation of millions of enslaved individuals.

As the commander-in-chief, Lincoln strategically employed the Emancipation Proclamation as a war tactic. By emancipating enslaved people, he aimed to weaken the South's labor force and disrupt their war efforts. However, Lincoln was not oblivious to the potential consequences of his actions. He recognized the deep-rooted racial divisions within the nation and feared the long-lasting impact of his decision. Nevertheless, during his second presidential campaign, Lincoln boldly advocated for the permanent abolition of slavery through a constitutional amendment. The Emancipation Proclamation effectively altered the legal status of over 3.5 million enslaved African Americans in the Confederate states, granting them freedom once they escaped their enslavers' control and sought refuge with Union forces. The 13th Amendment to the Constitution made this the law of the land.

The Emancipation Proclamation did not free all slaves. It only applied to the ten states that were still in rebellion on January 1, 1863 and did not extend to the approximately 500,000 slaves in the border states of Missouri, Kentucky, Maryland, and Delaware, as well as parts of Virginia and Louisiana that were no longer in rebellion. This has led to debates regarding the effectiveness and impact of the proclamation. Rather than being a definitive act of liberation, it should be understood as a policy announcement that guided the actions of the army and declared freedom as the Union forces advanced.

Lincoln understood that the federal government's authority to abolish slavery during peacetime was limited by the Constitution, which assigned the issue to individual states before 1865. However, during the Civil War, Lincoln utilized his authority as the "Commander in Chief of the Army and Navy" under Article II, section 2 of the United States Constitution to issue the Emancipation Proclamation. In doing so, he claimed the power to emancipate slaves in the rebellious states as a necessary measure to suppress the rebellion. Lincoln also referenced the Confiscation Act of 1861 and the Confiscation Act of 1862 as additional sources of authority in the Preliminary Emancipation Proclamation of 1862 as sources for his authority in the Preliminary Emancipation Proclamation.

While the immediate aim of the Emancipation Proclamation was to weaken the Confederacy's war effort, its broader significance was evident. The document signaled that the United States would no longer support the enslavement of individuals based on their race, a practice deeply ingrained in the nation's history. Furthermore, it opened the door for Black men to participate in national affairs on equal terms. Lincoln actively encouraged Black Americans to join the U.S. Army, which traditionally served as a pathway to citizenship, and urged them to work diligently for fair wages. In this way, the Emancipation Proclamation not only sought to undermine the Confederacy but also aimed to redefine the principles and values of the United States.

Political Versus Moral Motivations

Martin Luther King Jr once said that “the ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at times of challenge and controversy.” As previously noted, December 1862 was one of the darkest moments in our history. After two years of battle and hundreds of thousands of casualties, the Union appeared to be losing the war. People were losing hope and disaster loomed. Lincoln at this moment made an extraordinary paradigm-shattering decision to shift the focus of the war slightly from saving the union to freeing the slaves, arguing they were one and the same.

But although it was presented chiefly as a military measure, the proclamation marked a crucial shift in Lincoln’s views on slavery. By declaring emancipation, the focus of the Civil War shifted from preserving the Union to abolishing slavery, thereby setting a definitive path for the nation's future after the war.

The Republican abolitionists in the North were elated by Lincoln's wholehearted support for their cause, which they had elected him to champion. Although the enslaved individuals in the South did not immediately rise in rebellion upon the proclamation's signing, they gradually began to emancipate themselves as Union forces advanced into Confederate territory. Towards the end of the war, a substantial number of enslaved people left their former masters in large numbers. They actively contributed to the Union Army by engaging in combat, cultivating crops, undertaking various military roles, and working in the mills of the North. While the proclamation did not receive unanimous praise from all northerners, particularly white workers and troops who feared job competition from the influx of formerly enslaved individuals, it did have the distinct advantage of dissuading Britain and France from establishing official diplomatic relations with the Confederacy.

Conclusion

The mythological Lincoln on Mt Rushmore is America's greatest president. We desire our heroes to have been just and motivated to do the right thing. The real Lincoln indeed was, but he was also doing the politically intelligent thing as well. Whichever motive you think was primary and which secondary (although his response to Horace Greeley seems definitive in favor of the political), he found the solution by “disenthralling” ourselves from our past.Morality aside, it was a brilliant political maneuver, perhaps the most magnificent achievement in American history, and it saved our country.

The signing of the Emancipation Proclamation symbolized Lincoln’s unwavering determination to preserve the Union at any cost, while simultaneously finding moral virtue. This act held both political and ethical significance, as it transformed emancipation into a war objective. It is crucial to acknowledge that human beings, including Lincoln, are imperfect, intricate, and often contradictory. Contrary to the idealized image of Lincoln, he was not immune to the complexities of human nature. Ultimately, the limitations of Lincoln’s racial perspectives are an indictment of the larger society. To truly comprehend our identity, it is imperative to examine the unvarnished reality of American history, rather than subscribing to an appealing fairy tale. The intricate and inconsistent nature of human experiences provides a more accurate depiction of our racist past than superficial notions. Just as the romanticized portrayal of Robert E. Lee as the "Marble Man" should be rejected, so should the myth of Lincoln as the "Great Liberator Father Abraham." A comprehensive understanding necessitates recognizing the arduous journey Lincoln undertook to achieve greatness. This genuine narrative, rather than the oversimplified fable, is truly inspiring and represents the authentic story of our nation.

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Many modern history buffs associate the function of Medieval Kings with monarchs of the later Renaissance period, or the pagan Roman Emperors that preceded them. However, during the "early" and "high" Middle Ages kings ruled in very different ways from those other monarchs. The Middle Ages provided a unique form of politics enabling self-government and liberty at a level that surpassed every other system of governance, including democracy.

Jeb Smith explains.

Henry I of England, who ruled from 1100-1135. From the *illuminated Chronicle of Matthew Paris*.

In my book, Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK), I seek to correct many of the common misunderstandings Americans – and indeed others - have regarding the political systems of the Middle Ages. Many believe kings had absolute power (something even the monarchs of later centuries never achieved) and made law as they wished. They were the law! Anything they desired or declared became law. This is much more in line with certain modern dictatorships, but it does not align with Medieval Europe; quite the opposite.

For example, the Medieval king was under the law, and his limited, specified authority was derived from it. He could not violate the law or customs of the people in any manner or create new laws for his advantage. Instead, he was given a duty to perform by the people for their benefit. He existed to serve them, not the other way around. In fact, there were often no professional legislative bodies to adjust the law at all! Unlike in democracies ruled by politicians, the law was conservative, maintained over hundreds of years untouched by rulers, and devoid of any mechanism to adapt, add to, or take away from it. It belonged to the people, not to those in power who were meant to serve them.

Part of the people

Further, the king was not elevated above his people but was one of them. He was the "king of the Anglo-Saxons" or the "king of the Franks," not a monarch who has authority over subjects within his geographical realm like the Roman emperors of old, the monarchs of later ages, or the politicians of today. Thus, kingdoms came and went, and borders were loosely defined since the law followed the people, not the king, who was replaced at death by another servant who must uphold the people's customs.

The law allowed the king only a minimal influence on affairs. Politicians, unelected bureaucrats, and capitalists have significantly more power and control over your lives than a medieval king over a peasant. The king had no authority (nor did anyone, for that matter) to legislate new laws or manipulate his people's economy, politics, and rights. There was no legislation! The law was practiced and enshrined over many generations, and it was the king's duty to protect and uphold it. If he did not, if he attempted to violate it, expand his powers, or enact new laws, it was the obligation of everyone in the realm, from priest to prince to peasant, to stand up and resist him, overthrow him, to reestablish justice and the supremacy of the law.

The most powerful political position in a society was never weaker than that of the feudal kings of Europe. Frequently, a king’s authority amounted to control (again within the limitation imposed by law that predated his birth) of his family lands. He was often a symbolic king only. Some of his vassals openly ignored him, failed to take an oath of allegiance, or resisted him. Other great lords within his “realm” were more powerful than he was and could muster a stronger force than the king. Most of what was considered his realm was ruled by various dukes, lords, knights, monasteries, churches, etc. The Middle Ages were extraordinarily decentralized. For example, in 800 A.D., Ireland was made up of perhaps 150 separate kingdoms, and by 1200 A.D., there were 200 autonomous city-states in Northern Italy. The kings ruled only minor sections and often had difficulty controlling even those areas.

Warfare

Likewise, the king lacked infrastructure and the ability to tax his people heavily; the level of taxation was minuscule compared to today. He lacked the Roman Emperors’ and modern states' ability to maintain standing professional armies. This made military operations smaller-scale and less devastating than modern or ancient warfare, which regularly drafted conscripts and was supported by national taxes.

I am unsure of any better anti-war policy than to start having our politicians fund their own wars out-of-pocket and lead their armies to the front lines for the conflict. Then, have those who vote for them make up their armies rather than drafting conscripts. It will not take long for diplomacy to start working more efficiently. People are much more likely to engage in war when they spend other people’s money, and send others to die for their personal gain.

However, kings led their loyal, oath-bound followers and friends into war during the Middle Ages, making each loss mean something. Conscripts do not have personal relationships with their politicians and presidents; feudal warfare meant everyone was valuable, and so they tried not to lose men in war and not carelessly sacrifice them. In Roman times professional soldiers, mercenaries, slaves, urban warriors, prisoners, criminals, and the landless masses made up the bulk of the armies. By contrast, having extra time to train and advancements in equipment, the rural aristocratic Christian lord became a knight and dominated the battlefield, replacing the brutality of an earlier age with much less sanguinary and more modest warfare. Lords needed fewer soldiers because aristocrats could afford the time to train and to upkeep expertly crafted armor, and their horses could dominate multiple hired soldiers. The treatment of soldiers drastically improved because the warriors were valuable. They were loved and loyal, oath-bound, personally known vassals of a lord, not conscripted masses sent to be slaughtered. The lords would not easily sacrifice those they loved but instead dealt carefully with them; further, because they were valued, they were worth more alive when captured.

When conducted by faithful oath-bound followers of the lord rather than draftees and conscripts, war became detached from the rest of society. The warfare between noble and royal houses and oath-bound vassals often left the rest of the population unaffected. Medieval wars were not nations at war where production and the population at large were engaged in conflict. Instead, the lord's followers and the money he gained from his lands sustained the wars; thus, they were much smaller and less lethal. The aims were smaller, and so were the costs. Because the lord paid for the war and valued his loyal vassals, who were not easily replaced, battles often resulted in few deaths. Casualties for an entire war were usually only a few hundred. Some battles could feature just a dozen or so knights.

From King to Monarch

In my book, I argue that the Middle Ages passed away during the 14th century. Many factors contributed to its demise. The great plague, the rise of merchants, trade, towns, cities, money economies, the loss of power of the Church and the Pope due to schisms, and the centralization of secular powers all played a part. However, the most impactful force during the transformative 14th century was the widespread return of Roman law. As secular Roman law returned, kings slowly transformed into monarchs, rulers above their people, able to legislate new law, rulers over geographical areas, and they began to tax more widely and heavily. They were imposing new restrictions and obligations on vassals and peasants. The ancient political systems under Rome, which ruled its subjects by force and cohesion, returned. Government was no longer viewed as to benefit man, but man to benefit the ruling elite. The situation only worsened during the 17th century as the Protestant “divine right of kings” was instituted, and later, under democracy, when the modern nationalist blind obedience to the state reared its ugly head.

Jeb Smith is the author of Missing Monarchy: What Americans Get Wrong About Monarchy, Democracy, Feudalism, And Liberty (Amazon US | Amazon UK) and Defending Dixie's Land: What Every American Should Know About The South And The Civil War (written under the name Isaac. C. Bishop) - Amazon US | Amazon UK

You can contact Jeb at jackson18611096@gmail.com

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In the tumultuous landscape of the Second World War, Greece found itself at the crossroads of history. Amidst the chaos of invasion and occupation by Axis forces, a beacon of hope emerged in the form of the Greek People's Liberation Army (ELAS). Born out of necessity and fueled by the fervor of resistance, ELAS would leave an indelible mark on the nation's history, shaping its destiny for years to come.

Terry Bailey explains.

The ELAS in the Vermio Mountains, with a Soviet military group in 1944.

Formation of ELAS

The origins of ELAS can be traced back to the early years of the Nazi occupation of Greece. Following the Axis invasion in April 1941, the Greek people faced the harsh reality of foreign rule and oppression, something the Greek culture had experienced before, only this time from the Nazis. In the face of this adversity, various resistance groups began to coalesce, driven by a shared desire for liberation and independence.

One of the most significant of these groups was the National Liberation Front (EAM), a broad coalition of leftist and communist organizations. Under the umbrella of EAM, ELAS was established in 1942 as its military wing, tasked with the mission of confronting the Axis occupiers and their collaborators.

Led by a diverse array of leaders, including communist guerrilla fighters and patriotic nationalists, ELAS quickly garnered widespread support among the Greek populace. Drawing upon the rich tradition of Greek resistance throughout history, the organization tapped into a deep well of national pride and defiance, inspiring countless individuals to join its ranks.

Resistance Against the Nazis

ELAS waged a relentless campaign against the Nazi forces occupying Greece, employing guerrilla tactics and unconventional warfare to great effect. Operating primarily in the rugged terrain of the Greek countryside and mountainous region, ELAS fighters carried out ambushes, sabotage missions, and acts of sabotage, striking fear into the hearts of their enemies, while working alongside British SOE operatives.

However, ELAS's impact extended far beyond the battlefield. The organization also played a crucial role in the resistance's efforts to support and protect vulnerable civilians, providing aid, shelter, and medical care to those effected by the horrors of war, in doing so, ELAS earned the respect and admiration of the Greek people, solidifying its status as a symbol of hope and resilience in the face of tyranny, yet the organization had a hidden agenda and it was this reason that support was provided to the Greek people based on future aims and political manifestos.

Post-War Plans and the Civil War

With the end of the Second World War in 1945, Greece stood on the brink of a new era of freedom and democracy. However, the euphoria of victory was short-lived, as the country soon found itself plunged into a bitter civil conflict. At the heart of this conflict was the struggle for control between rival political factions: on one side, the communist-led forces of ELAS and its allies, and on the other, the conservative government backed by Western powers.

What began as a battle for liberation against foreign occupiers quickly escalated into a bloody internal struggle for power and ideology. ELAS, emboldened by its wartime successes and bolstered by popular support, sought to capitalize on its position to shape the future of Greece in line with its socialist vision. However, the conservative government, fearful of communist influence and determined to maintain its grip on power, moved swiftly to suppress ELAS and crush the burgeoning communist movement.

The ensuing conflict, known as the Greek Civil War, raged from 1946 to 1949, tearing the country apart and exacting a heavy toll on its people. Despite their efforts, ELAS and its allies were ultimately unable to overcome the combined might of the government forces and their Western backers, who did not wish communist rule in Greece. With the defeat of the communist backed ELAS in the Greek Civil War it was officially disarmed and disbanded, marking the end of an era of resistance and the beginning of a new chapter in Greek history. Though the communist dream of revolution had been quashed, the legacy of ELAS lived on, serving as a testament to the enduring spirit of resistance and the fight for justice and freedom.

Legacy of Resistance

Despite its ultimate defeat, the legacy of ELAS endures as a symbol of courage, sacrifice, and defiance. For many Greeks, the memory of ELAS and its heroic struggle against fascism remains a source of inspiration and pride, reminding them of the power of unity and solidarity in the face of adversity. In the decades since its dissolution, ELAS has been commemorated through monuments, memorials, and cultural artefacts, ensuring that its contributions to Greek history are never forgotten. Moreover, the values of democracy, equality, and social justice for which ELAS fought continue to resonate with people around the world, serving as a beacon of hope in an uncertain world, however, this continued underlining believe in equality is based upon the organization’s original manifesto which had a heavy left wing flavor.

As Greece navigates the challenges of the 21st century, the spirit of ELAS lives on simmering under the surface, inspiring future generations to stand up against oppression and injustice wherever they may find it. Though the battles may have ended long ago, the fight for a better world continues, fueled by the enduring legacy of the Greek People's Liberation Army and the belief by poor communities that these manifesto ideas are the answer to unequaled living conditions.

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Thomas Jefferson, the third President of the United States, played a pivotal role in one of the most famous and consequential explorations in American history – the Lewis and Clark Expedition. This expedition, also known as the Corps of Discovery, was commissioned by Jefferson in 1803 with the goal of exploring and mapping the newly acquired Louisiana Territory and finding a practical route to the Pacific Ocean. Led by Meriwether Lewis and William Clark, the expedition lasted from 1804 to 1806 and covered over 8,000 miles of uncharted territory, leaving a lasting impact on American history and geography.

Richard Bluttal explains.

Thomas Jefferson in later life. Portrait by Thomas Sully.

Thomas Jefferson's interest in the exploration of the American West can be traced back to his early years as a young surveyor and land speculator in Virginia. He understood the strategic importance of expanding American territory westward and believed in the potential for economic growth and scientific discovery in the vast wilderness beyond the Mississippi River. Jefferson's vision for the future of the United States included a nation that stretched from coast to coast, with access to valuable resources and trade routes.

In 1803, Jefferson seized the opportunity to expand the nation's territory when he negotiated the Louisiana Purchase with France, effectively doubling the size of the United States overnight. The acquisition of the Louisiana Territory presented Jefferson with a unique opportunity to explore and map the uncharted lands west of the Mississippi River, which inspired him to commission the Lewis and Clark Expedition.

Meriwether Lewis, a trusted confidant of Jefferson, was chosen to lead the expedition due to his background in the military and his experience as Jefferson's personal secretary. Lewis, in turn, selected William Clark, a seasoned frontiersman and skilled mapmaker, to serve as his co-leader. Together, Lewis and Clark assembled a diverse team of soldiers, interpreters, hunters, and tradesmen to accompany them on their journey into the unknown.

Expedition begins

The Lewis and Clark expedition began in St. Louis, Missouri, where the Corps of Discovery set out on their journey up the Missouri River. The expedition consisted of a diverse group of individuals, including soldiers, boatmen, interpreters, and hunters, as well as Sacagawea, a Shoshone woman who served as a guide and interpreter. Throughout their journey, Lewis and Clark meticulously documented their observations and discoveries, keeping detailed journals that provided valuable insights into the natural and cultural landscape of the American West.

One of the most significant achievements of the Lewis and Clark expedition was the successful establishment of diplomatic relations with Native American tribes along their route. The expedition encountered numerous Native American groups, including the Mandan, Hidatsa, and Shoshone, and engaged in trade and diplomacy with them. Sacagawea's presence was particularly valuable in facilitating communication with the Shoshone tribe, as she was able to interpret and negotiate on behalf of the expedition.

Challenges

Lewis and Clark faced a myriad of challenges during their historic exploration of the uncharted American West. Venturing into unknown territory presented numerous obstacles that tested the resilience and resourcefulness of the Corps of Discovery. Some of the key challenges they encountered included:

  1. Geographic obstacles: The American West was characterized by rugged terrain, dense forests, and wide rivers, making travel difficult and slow. The expedition had to navigate through mountain ranges, cross rivers, and traverse dense forests, often without clear paths or landmarks to guide them.

  2. Harsh weather conditions: The expedition faced extreme weather conditions, including scorching heat in the summer and freezing temperatures in the winter. The unpredictable weather made travel challenging and required the expedition to adapt to changing conditions.

  3. Limited supplies: The expedition had to contend with limited supplies of food, water, and ammunition, which had to be carefully rationed to ensure the survival of the group. Hunting, fishing, and foraging became essential tasks to supplement their provisions.

  4. Encounters with Native American tribes: The expedition encountered numerous Native American tribes along their route, some of whom were initially hostile to the explorers. Communication barriers, cultural differences, and misunderstandings often led to tense interactions, requiring diplomacy and negotiation to maintain peace.

  5. Sickness and injuries: Members of the expedition fell ill due to exposure, fatigue, and poor sanitation, with some suffering from injuries sustained during their journey. Medical supplies were limited, and the expedition had to rely on the expertise of their physician, Dr. John Potts, to treat illnesses and injuries.

  6. Mapping and navigation: The expedition had to create accurate maps of the region as they traveled through uncharted territory. Lewis and Clark relied on rudimentary instruments, such as compasses and sextants, to determine their position and chart their course, a challenging task in the vast and unfamiliar landscape of the American West.

The expedition also made important scientific discoveries, documenting and collecting specimens of previously unknown plants and animals. The expedition's naturalists, including Meriwether Lewis and William Clark themselves, collected samples of flora and fauna, providing valuable information about the biodiversity of the American West. The expedition also mapped the geography of the region, creating detailed maps that would later be used by settlers and explorers.

Expedition ends

The Lewis and Clark expedition persevered and successfully reached the Pacific Ocean in November 1805. The expedition spent the winter at Fort Clatsop in present-day Oregon before beginning their journey back to St. Louis in the spring of 1806. Along the way, they retraced their steps and encountered new challenges, but ultimately returned to St. Louis in September 1806, completing their historic journey.

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In 1611 Elizabeth Bathroy, a Hungarian noblewoman, was accused of the torture and murder of 600 young women. But was it true? Or a vicious rumor? What is the real story behind the woman who came to be known as the Blood Countess? Nonye Ugo explains.

Elizabeth Bathory.

Elizabeth Bathory de Ecsed was born on August 7, 1560, to the prominent and powerful Protestant Bathory family on the family estate in Nyirbator, Hungry. Her father, Baron Gyorgy VI Bathory, from the Eched branch of the Bathory family, and her mother, Baroness Anna Bathory, from the Somlyo branch, were relatives. The family was extremely wealthy, owning land in Hungary and Romania as well as having family members in prominent positions. Her brother was the Chief Justice of Hungry, and her uncle the king of Poland. Elizabeth was raised in the Esced castle. She was an intelligent child and received a good education learning Greek, German, Hungarian, and Latin. Despite a very privileged upbringing as the daughter of a wealthy and powerful family, her childhood was marred by seizures and headaches possibly due to epilepsy and even at a young age, she showed signs of sadism and enjoyed torturing animals.

Growing up, Elizabeth’s world was riddled with political strife. Hungary was a battleground between Christian kings in Eastern Europe and Muslim sultans of the Ottoman Empire. There was fighting too between Roman Catholics and Protestants. Some historians think the violent atmosphere may have desensitized her to violence.

Marriage

Elizabeth was 10 -years- old when she was betrothed to 16-year-old Count Ferenc II Nadasdy whose father Tamas, was a Prince Palatine, a title that meant he was the king's representative. The marriage was a way to join the two powerful Hungarian Protestant families. As was custom, Elizabeth was sent to live with her fiancé's family at Castle Sarvar. While there she had an affair with a man of lower social standing that resulted in the birth of a daughter who was promptly given up for adoption. For any other girl such an act would have ruined her future but Elizabeth was a Bathory, and laws didn’t apply to her in the same way, so Count Nadasdy took his anger out on her peasant lover. He had him castrated and torn apart by a pack of dogs. By the age of 15 she and Nadasdy were wed but she refused to adopt his surname - preferring to keep her influential maiden name.

Elizabeth’s husband was away for most of their marriage fighting against the Ottomans and it fell on her to manage his estate and run the household, which included disciplining servants, a task she really enjoyed. At that time whipping was a standard punishment meted out to servants and vassals, but Elizabeth seemed to have taken things a bit too far. She brutally beat her servants, breaking their bones and sticking needles under their fingernails. She had a lot of encouragement from her aunt Klara, a lesbian and self-confessed witch, who introduced her to witchcraft and Satanism, and her confidante Anna Darvola, who taught her all she needed to know about inflicting pain. Her husband too, when he came for visits in between the fighting, encouraged her cruelty. He was a ruthless soldier well known for torturing Ottoman prisoners of war, though at that time mistreatment of heathens wasn’t a bad thing. He once punished a servant by tying her up and coating her with honey, then leaving her outside to be bitten by ants. The only person who disapproved of the brutality was her mother-in-law Countess Ursula, but disapproval was all she had. She was powerless to stop her sadistic daughter-in-law, but her disapproval did provide some restraint.

During Nadasdy’s brief visits, the couple managed to conceive four children: daughters Anna, Orsolya, Katalin, and son Pal.

By 1603 Countess Ursula had passed away. Now in total control of the palace, Elizabeth decided to be a good noble woman and open a gynaeceum where young women from noble families could come and be taught language, etiquette, music, and activities that would socially advance them and make them desirable to respectable suitors. Many nobles had no hesitation in sending their daughters to a gynaeceum to be taught by a noblewoman of Elizabeth’s standing. They knew their daughters would learn a lot from her. But Elizabeth had other ideas for her gynaeceum. It was a way to find new victims, as poor locals valued their lives and limbs and refused to work for her. It wasn't long before the young women attending the gynoecium began to die at an alarming rate. Elizabeth claimed cholera was the cause but the local priests who buried the bodies couldn't tell how cholera could leave marks of what was clearly torture. But Elizabeth was a powerful woman married to a powerful man and despite rumors of starvation, torture and murder in the gynaeceum, nobody investigated.

On January 4, 1604, Count Nadasdy died. He had been in poor health for some years suffering leg pains that left him disabled. Before his death, he entrusted his estate, widow, and children to the new Palatine of Hungary, Gyorgy Thurzo. After her husband’s death, Elizabeth moved to the isolated Csejthe Castle in Slovakia where she installed a dungeon and enlisted her servants Dorottya Sventes, Ilona Jo, Katarina Benicka, Erzsi Majorova, and Janos Ujvary, to help during her torture sessions. By this time rumors were circulating that she bathed in the blood of her virgin victims to retain her youth and local priests were asking for an investigation.

Investigation

Finally, in 1610, King Matthias II of Hungary asked Gyorgy Thurzo to investigate the accusations. This request came some weeks after Elizabeth had gone to demand repayment of a loan Nadasdy had lent the crown under Matthias’ predecessor, Rudolf II. Coincidence? I don’t think so.

On December 30, after a brief investigation, Elizabeth and her accomplices, except Anna Duvolia, who had died some months earlier, were arrested for murder. The trial began in January 1611, but there was no physical evidence and no eyewitnesses. Her accomplices under torture at first blamed the late Darvolia for the crimes, then when the torture became more severe pointed the finger at Elizabeth. Since the confessions were obtained under duress they might not have been very credible. Elizabeth was never called to trial but she was questioned and claimed her servants were uncontrollable and whatever torture or murder there was, had been done without her knowledge. The servants were found guilty and all, but one, were sentenced to death. Jo, Szentes, and Marjorova were burned alive, Ujvary was beheaded but Benicka was sentenced to life in prison.

Outcome for Elizabeth

Elizabeth was another matter. Murderer or not, she was a noblewoman and whatever personal vendetta her accusers had against her it would set a bad precedent if a noble was treated like a commoner. King Matthias, Thurzo, and even the parents of the victims, all agreed their social position was more important than seeking justice.

After negotiations between Thurzo, her son, and her sons-in-law, it was agreed that Elizabeth would be placed under house arrest, Bathory property would remain untouched, and King Matthias’ debts would be canceled. Win, win for everyone - except the victims.

Elizabeth was confined to Csejthe castle. Though under guard, she still had her servants and lived in the luxurious lifestyle she was used to. She died in August 1614, at the age of 54. She was initially interred in the Csejthe cemetery but protests by the villagers caused her body to be moved to an unknown location.

So, was Elizabeth Bathory a villain or victim? Perhaps a bit of both. She mistreated her servants no doubt, perhaps she was crueler than most, but at a time when brutal punishments were handed down to people of lower social status, punishments that far exceeded the crime, beating and even killing a servant wasn't that unusual. After all, people only began protesting when the mistreatment was extended to noblewomen. Did she kill 600 girls? it's very unlikely. Even during the trial the figure was put at 60. And it was a fact that King Matthias was looking for a way to get his inherited debts canceled. He knew arresting Elizabeth would do just that. It was no coincidence that despite the persistent rumors he didn't order an investigation until Elizabeth began demanding payment. He also sought to curb the influence of powerful local families like the Bathory - and Elizabeth’s arrest was sure to do that too.

So many myths and legends have embellished Elizabeth Bathory’s crimes that we may never know the truth.

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During the years that Impressionism was at the forefront of Parisian artistic expression, Edgar Degas’ work was amongst the best known. He was famous for painting scenes of the ballet, and could frequently be found backstage after performances or watching rehearsals at the Paris Opera, where many young girls went to train in the hopes of becoming revered dancers. Degas was also a sculptor and his famous statue, ‘The Little Fourteen-Year-Old Dancer,’ is known the world over, yet unlike its creator, little is known about the model behind it.

Here, Erin Bienvenu looks at the life of the ‘little dancer’, Marie Geneviève van Goethem.

*The Little Fourteen-Year-Old Dancer* by Edgar Degas. Source: H. O. Havemeyer Collection, Bequest of Mrs. H. O. Havemeyer, 1929. Available here.

Her name was Marie Geneviève van Goethem and she was born to Belgian parents in Paris on June 7, 1865. Marie had two sisters, the older Antionette and younger Louise-Joséphine. Their mother was a laundress, and their father a tailor, though he disappeared early from his daughters’ lives. Consequently, the van Goethem’s were poor and moved frequently to avoid their debts.

Dancer at the Paris Opera

Desperate for money, Marie’s mother pushed her daughters to become dancers at the Paris Opera, at the time a way many families with young girls earned extra money. But it was a difficult life, the girls, known as ‘Little Rats’ earned little and worked around twelve hours a day, six days a week. Marie walked to and from her classes, her feet often bleeding from the intensive sessions, compounded by the poor nutritional value of the food she ate at home, and the fact that the van Goethem’s did not have running water in their house.

As money was a constant concern for many, the opera also operated a secondary, unofficial trade, which revealed a much darker side to the façade of beautiful dancers- prostitution. Backstage, after performances, the dancers were encouraged to find wealthy male ‘protectors’-their mothers often aiding and encouraging these introductions. Marie’s mother was soon offering up her daughters to these rich, usually older, men.

Marie and her younger sister were accepted into the school around 1878, at which stage Antionette was already attending classes. Marie made her stage debut, a walk on part, in the ballet La Korrigane, but she never progressed through the levels of the ballet, throughout her time there she remained in the lowest rank.

Model for Degas

To earn some extra income Antionette was also posing for artists, including Edgar Degas, already well known as a painter of ballerinas and it was probably through her sister that Marie met the artist. Soon she was posing for him as well, earning more money than she did at the Paris Opera (four francs as opposed to the two earned from the ballet), and in a less taxing environment. She lived close to his studio and would have walked there for the sessions. Though it was easier work than the ballet sometimes Marie would have to stand for hours in one pose, not moving a muscle. Neither Degas, nor Marie, left any written record of their working relationship, but he did use her as a model for numerous artworks, both paintings and sculptures, the most famous being the ‘Little Dancer.’

‘Little Dancer’ Exhibited

The wax sculpture was dressed in a real tutu, bodice and ballet slippers, and had a wig of real hair, it was exhibited at the Sixth Impressionist Exhibition in 1881. The first and only time Degas put it on public display. It caused a certain amount of controversy. For many it was too lifelike and was criticised for being ugly. One critic described it as displaying “the lowest depths of dance” and another accused it of “bad instincts and vicious tendencies.”

Wax was an unusual choice in sculpture at the time as was Degas decision to dress his piece in real clothes, and display it in a glass case-these unusual aspects added fuel to the critic’s fire. Though at least one believed it to be “the only really modern attempt that I know of in sculpture.”

The reactions to the piece displayed a shocking amount of classism, particularly prominent at the time owing to the popular idea of physiognomy as applied to criminals- the belief that criminals bore similar features, such as large noses and jaws, and were generally believed to be of the lower classes. The idea had recently been in the news thanks to a murder case involving three young men, who were described as ‘bestial,’ a word also applied to the Little Dancer. Similarly, the fact that in Paris dance and prostitution were seen as synonymous led many to believe a ballerina was unworthy of being celebrated in such a way. In many respects Degas statue was simply too revolutionary for the time.

Later Life

As for Marie, she had begun missing classes at the ballet, and was fined for her absences. It’s not known if she knew about the furore the statue caused, and if she did, how it would have made her feel. She was often seen in the Montmartre Cafés and cabarets, many of which were open all night. They were popular with the bohemian and artistic sets, but were unsuitable for a young girl. Eventually she was dismissed from the ballet for missing too many classes.

The last recorded sighting of Marie comes in 1882, the same year as her dismissal from the opera. Her sister, Antionette had stolen seven hundred francs from a ‘client’ and was attempting to flee to Belgium. She was found waiting at a train station with her mother and Marie, and was arrested. Antionette was sentenced to three months in prison, but afterwards lived a quiet life, passing away at the age of thirty-seven. The youngest of the van Goethem girls, Louise-Joséphine, had a long career at the ballet, becoming an instructor there and passing away in 1945.

Following his death Degas sculpture of Marie was cast in bronze and replicated, it also gained a new appreciation from critics and the general public alike. The Little Dancer can be found in galleries around the world and is much loved.

Marie, however, disappeared from the historical record following her sister’s arrest. Her subsequent life and fate remain unknown. She remains a mystery, a young woman forever immortalised as a fourteen-year-old dancer.

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References

https://mediatheque.cnd.fr/?Van-Goethem-Charlotte,213

https://www.smithsonianmag.com/arts-culture/degas-and-his-dancers-79455990/

Laurens, Camille (2018), Little Dancer Aged Fourteen: The True Story Behind Degas’s Masterpiece. New York: Other Press

Loyrette, Henri (2016), Degas: A New Vision. Melbourne: National Gallery of Victoria

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During the Second World War a remarkable but often overlooked group of submarines played a crucial role in various operations, including the preparation for the D-Day invasion. These submarines, known as X-Craft, were small, specially designed vessels tasked with daring missions that often carried immense risk. Terry Bailey explains.

An X-Craft 25 in Scotland during World War 2.

The theatre of the Second World War, where naval supremacy often dictated the outcome of battles required innovation that became the key to success. Among the many remarkable developments of the era were the X-craft miniature submarines which stood out for the audacity, effectiveness and bravery of the crews who manned these vessels. The small but mighty vessels played a crucial role in some of the war's most daring and important missions, proving that size was no obstacle to bravery or impact.

The genesis of the X-Craft can trace its pedigree back to the CSS H. L. Hunley, the small Confederate States of America submarine that played a small part in the American Civil War. The Hunley’s mission profile, like the British X-craft of the Second World War was to close with the enemy vessel and deliver an explosive device next to or near the hull of the target vessel then retired from the area.

In the Second World War, the Allied forces faced the daunting task of neutralizing the formidable German battleship Tirpitz. Anchored in the remote fjords of Norway, the Tirpitz posed a significant threat to Allied convoys and naval operations in the North Atlantic. Traditional methods of attack, such as aerial bombing, had proven ineffective against the ship's heavily fortified defenses on the vessel and in the water including surrounding hills.

In response to this challenge, British naval engineers embarked on a daring experiment: the development of miniature submarines capable of infiltrating enemy harbors that could deliver a devastating blow to high-value targets. The result was the X-Craft, a revolutionary vessel measuring just 51 feet in length manned by a crew of four.

Operation Source

The X-Craft's first major mission came in September 1943, with Operation Source—the audacious plan to attack the Tirpitz in its heavily defended anchorage at Altenfjord, Norway.

Although a larger number of X-craft were assigned to Operation Source, however, only six eventually took part the mission, due to a number of unforeseen problems. Each craft was tasked with navigating treacherous waters and evading enemy patrols to reach their target after slipping from the mother submarine that towed the X-craft across the North Sea.

The journey itself was a testament to the courage and skill of the X-Craft crews, who endured cramped conditions and the constant threat of detection as they navigated through hostile waters. Despite facing numerous challenges, including mechanical failures and adverse weather conditions, two X-Craft, named X6 and X7, successfully reached their target and deposited their side charges under the Tirpitz, there is some evidence that indicates that X5 also managed laid their charges.

Although the attack failed to sink the battleship outright, it dealt a significant blow to the ship’s operational capabilities, forcing the Germans to withdraw the Tirpitz from active duty for repairs, providing the Allies precious time. The success of Operation Source demonstrated the potential of the X-Craft as a strategic weapon and paved the way for future missions.

Operation Guidance

Encouraged by the relative success of Operation Source, the X-Craft were subsequently deployed on a series of daring missions throughout the remainder of the war, including Operation Guidance.

In April 1944, Submarines X20 up-to and including X25 were dispatched to Bergen, Norway, as part of Operation Guidance. X24, under the command of a brave crew, attacked the Laksevåg floating dock. Originally, X22 was intended for this mission. However, tragically, it had been accidentally rammed during training and sunk, resulting in the loss of all hands.

Undeterred, X24 proceeded with the mission, although the charges were initially placed under the merchant vessel Bärenfels, causing its sinking, the dock itself sustained only minor damage. Determined to succeed, X24 repeated the operation in September, this time successfully sinking the dock.

Operation Postage able

Additionally, the X-Craft submarines were instrumental in the preparatory work for Operation Overlord, the Allied invasion of Normandy. One notable operation, Postage Able, involved X20, commanded by Lieutenant KR Hudspeth.

Spending four days off the French coast, X20 conducted periscope reconnaissance of the shoreline and echo-soundings during the day. Each night, two divers would swim ashore to survey the landing beaches, collecting samples for analysis.

Despite challenges such as fatigue and adverse weather conditions, the operation provided vital intelligence for the upcoming invasion. Lieutenant Hudspeth's leadership during this mission earned him a bar to his Distinguished Service Cross.

Operation Gambit

As part of Operation Gambit, X20 and X23, each manned by a crew of five, acted as navigational beacons to guide the D-Day invasion fleet to the correct beaches. Equipped with radio beacons and echo sounders, these submarines played a crucial role in directing Canadian and British ships to suitable positions on Sword and Juno beaches. The use of oxygen bottles enabled the crews to remain submerged for extended periods, contributing significantly to the success of the operation.

XE class submarines and Far East operations

In August 1945, the new improved XE class miniature submarines were deployed in a daring attack on Japanese warships within Singapore harbor. The mission was meticulously planned, with XE3 assigned to attack the heavy cruiser Takao, while XE1 targeting the heavy cruiser Myōkō.

XE3's journey was fraught with challenges, navigating through the Straits of Johor and evading harbor defenses. It took a total of 11 hours to reach the target area, with an additional 2 hours spent locating the camouflaged Takao. Despite the constant threat of detection by Japanese, XE3 successfully reached the Takao, deploying limpet mines and dropping two side charges. The withdrawal was executed flawlessly, and XE3 safely returned to HMS Stygian, its towing submarine.

Meanwhile, XE1 encountered delays caused by Japanese patrol craft. Realizing that reaching Myōkō before the explosives laid by XE3 detonated was impossible, the captain made the strategic decision to target the already attacked Takao. Like XE3, XE1 successfully returned to its towing submarine, HMS Spark.

The impact of the attack was profound, the Takao, already in a damaged state, sustained severe damage and was rendered unfit for further use. For their extraordinary bravery and skill, the commanders and crews of both XE1 and XE3 were honored with prestigious awards. Lieutenant Ian Edward Fraser RNR and Leading Seaman James Joseph Magennis of XE3 were awarded the Victoria Cross (VC), the highest military decoration for valor.

Sub-Lieutenant William James Lanyon Smith, RNZNVR, received the Distinguished Service Order (DSO) for his role in commanding XE3. Engine Room Artificer Third Class Charles Alfred Reed, who operated the vessel's controls, was recognized with the Conspicuous Gallantry Medal (CGM).

In recognition of their contributions, Lieutenant John Elliott Smart RNVR and Sub-Lieutenant Harold Edwin Harper, RNVR, commanding officer and crew of XE1 respectively, were awarded the DSO and the Distinguished Service Cross (DSC).

Additionally, ERA Fourth Class Henry James Fishleigh, Leading Seaman Walter Henry Arthur Pomeroy, ERA Fourth Class Albert Nairn, Acting Leading Stoker Jack Gordan Robinson, and Able Seaman Ernest Raymond Dee were all honored for their roles in bringing the midget submarines to the point of attack, receiving various commendations and mentions in dispatches.

Legacy

The X-Craft missions during World War II may have been overshadowed by larger naval engagements, but their impact was profound. These small submarines played a vital role in disrupting enemy operations and weakening Axis forces.

The impact on the outcome of the Second World War is often underestimated, yet should not be dismissed, these diminutive submarines played a crucial role in neutralizing some of the most formidable naval threats of the era, demonstrating the effectiveness of unconventional warfare tactics in an increasingly complex battlefield environment.

Moreover, the legacy of the X-Craft extends far beyond their wartime exploits. The technological innovations pioneered in the development of these vessels laid the groundwork for future advancements in submarine design and underwater warfare.

The lessons learned from their operations continue to form military strategy and tactics to this day, serving as a testament to the enduring legacy of innovation and ingenuity in times of conflict. Moreover, their daring exploits served as an inspiration for today’s generation of naval special forces.

Therefore, it should be clear that the X-Craft miniature submarines represent a remarkable chapter in the history naval warfare. From their humble origins to Second World War experimental prototypes and their pivotal role in some of the most daring missions of the Second World War, these small but mighty vessels exemplify the courage, tenacity, and ingenuity of the men who manned them. Their story serves as a powerful reminder of the indomitable spirit of those who dare to defy the odds in the pursuit of victory.

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The Cold War pitted the USA against the USSR in all manner of ways – and a key part of that was a religious, Christian America against an atheist Soviet Union. Here, Victor Gamma returns and looks at the Cold War as a religious ideological struggle.

The 1931 demolition of the Cathedral of Christ the Saviour in Moscow.

On September 19, 1965 an episode of the popular science fiction show Voyage to the Bottom of the Sea" called "Jonah and the Whale" was broadcast. In it a Russian scientist teamed up with the Seaview to repair a damaged deep sea station. In the process, the American Admiral Nelson and the Russian end up swallowed by a giant whale while attempting to reach the station. While awaiting rescue, their unusual circumstances led to a discussion of the Biblical account of Jonah and the Whale. The Russian scoffs at the story, dismissing it as “myth.” The American, by contrast, defends the account as reliable. Additionally, throughout the episode a running conflict takes place between the Americans and Russian over the value of life. The Russian Dr Markova persistently places the mission objectives above the safety of crew members and displays a callous disregard for human life. The Americans display the opposite.

This episode was typical of American perceptions of the nature of our Cold War enemy: Soviet Russia. American pop culture often delivered pointed reminders to the American people that we were dealing with an enemy that was cold-hearted, ruthless and above all, godless. In fact, Russian or Slavic villains became staple in cinema and TV as soon as the Cold War “heated up” beginning in the late 1940s. The godless communist narrative became pervasive in the years that followed. The Jonah episode also reflected long-standing American values and self-perception as champions of goodness and virtue, a fundamental aspect of which is respect for traditional religion.

Traditional religion

The conflict between communist statism and Western values of freedom was often seen as reflecting the spiritual and moral truths grounded in traditional religion.

Individual and economic freedom was seen to be based on religious ethics - God -given rights that no government could take away. Communist hostility and threats toward this freedom and religion was a continuous theme in the very anticommunist media of the day.

Popular culture joined in the fight long before the Jonah episode. This was largely the result of an organization keenly feeling the threat of “godless communism; the Catholic Catechetical Guild Educational Society. In 1947 they published a 50-page political pamphlet/comic book warning of the threat faced by all Americans: the ruthless scheming of our own home-grown American Communist Party. The comic book title warned: Is This Tomorrow? The book described a hypothetical future communist coup d’état in America. Its lurid descriptions and imagery was designed to shock the reader into alarm over how the communists would take power aided by an ill-informed American public. Assisting the communists were a number of gullible “useful idiots” including well-meaning but misguided American officials. One is a Bible-burning politician. The Catholic Educational Society made the point that those who burn or oppose the Bible and Christianity are terrible people, that the communists target not just a political or economic ideology but are the enemy of everything decent and good. In the comic, clergy of all variety suffer severe persecution. At the back of the book readers could find the “Ten Commandments of Citizenship.” One of these was “Follow your own religion.” Religion is encouraged as an important aspect of citizenship. A best-seller, about 4 million copies were printed and distributed to churches throughout the country. Is this Tomorrow? was not the only attempt to clarify the spiritual struggle. Treasure Chest, a comic book distributed to private, religious schools, contained a regular feature entitled "This Godless Communism."

Deeply embedded values

Although featuring a hysterical tone, these publications reflected values deeply embedded in American culture. Our religious ideology was not forced on our people. The phrase "under God" was not added to the pledge of Allegiance until 1954, but this does not mean that public education was void of any religious sentiment prior to that time.

Long tradition promoted decorating the walls of many elementary classrooms with some kind of acknowledgement or faith in God. One such example was a class chalkboard accidentally uncovered by construction crews at an Oklahoma High School in 2015. The crew discovered a chalkboard full of lessons, perfectly preserved, as they were written in 1917. One section of the chalkboard is dedicated to an encouragement to patriotism which reads "I give my head, my heart, and my life to my God and our nation indivisible with Justice for all." A generation later this tradition continued. In a 2nd grade classroom in New Jersey in 1949, the following display was featured next to the classroom entrance; a prominent place where all could see;

A Child’s Grace

Thank you for the world so sweet

Thank you for the food we eat

Thank you for the birds that sing

Thank you God for everything

Additionally, in classrooms across the nation could be heard the refrains of America’s national songs, laced with references to God and Scripture; America, America, God shed His grace on Thee, for instance. Building on this tradition and faced with a mortal challenge from atheistic Marxism, 1950s America underwent a significant spiritual revival in which values were frequently reflected In popular film as well.

For example, in 1951 the film My Son John hit theaters across America sending Cold War shivers down the spines of theater goers. The antagonist, John, comes home after living abroad for a while. His parents & others in the community soon notice his strange behavior. Among other “un-American” behaviors are his strange refusal to attend church with the family. Eventually, it comes out that while abroad he converted to communism.

At roughly the same time the popular television show "Life is worth Living" featured the eloquent Bishop Fulton Sheen. His Excellency dedicated episodes of the TV program to the topic of communism. To an audience of millions the charismatic Bishop articulated a devastating critique of Marxist ideology. He concluded with a thundering denunciation of it as a soulless and deadly threat to civilization.

Leaders

America’s political leaders were also not shy about invoking their nation's spiritual superiority. Congressman Charles J. Kersten believed it was “immoral and unchristian to negotiate a permanent agreement with forces (communism) which by every religious creed and moral precept are evil.”

Kersten was by no means the only public official emphasizing the spiritual and moral aspect of the conflict. In a speech that marked the beginning of “McCarthyism” delivered on February 9, 1950, Wisconsin Senator Joseph McCarthy voiced the shocking claim that recent communist gains, such as the “loss” of China to the Reds, could be explained by traitors within the State Department. McCarthy made sure to explain WHY this was such a problem. The nature of communism, he declared, is “not the usual war between nations for land areas or other material gains but a war between two diametrically opposed ideologies. The great difference between our Western Christian world and the atheistic Communist world is not political, it is moral.”

This championing of Christian values in the face of the world-wide enemy of religion went all the up to the White House. On July 30, 1954 President Eisenhower addressed the nation on the subject of religion; "... we are reaffirming the transcendence of religious faith in America’s heritage and future; in this way we shall constantly strengthen those spiritual weapons which forever will be our country’s most powerful resource in peace and war.”

The occasion was the passing of Public Law 84-140, concerning “inscriptions on currency and coins.” The law declared that “all United States currency shall bear the inscription "In God We Trust." Soon everyday business transactions would remind millions of Americans of the important place of religion in America.

What would move the President to deliver an address on such a mundane topic as coin inscriptions - Dwight Eisenhower was not particularly known for his religiosity. In his own words he had "gotten a long way" from his religious upbringing. But that was soon to change. Even earlier, in 1953, he had reached out to a young, up-and -coming evangelist named Billy Graham. He had met the revivalist on a number of occasions. The two formed a bond that would last to the end of Eisenhower's life.

Besides Graham, other eloquent preachers influenced the President. On February 2, 1954 Eisenhower attended a service at New York Avenue Presbyterian Church in Washington DC. The sermon by Reverend George Doherty would prove to be very influential on the President. Doherty declared; "To omit the words ‘under God’ in the Pledge of Allegiance is to omit the definitive factor in the American way of life,” He further argued that “an atheistic American is a contradiction in terms,” … “you deny the Christian ethic, you fall short of the American ideal of life.”

In 1952 the Knights of Columbus began petitioning the government that there should be some reference to God in the Pledge recited in classrooms across the country. Specifically, they wanted the words “under God” added. They found a sympathetic ear in Louis Rabaut, Democratic Representative from Michigan. Rabaut was a fervent Catholic with nine children. The Knights movement caught his attention. He introduced a bill on the floor of congress stating that the reference to God was needed to "as a public proclamation of our religious traditions" and a "Bulwark against communism." Rabaut also declared what a majority of Americans believed when he said “Love of country is a devotion to an institution that finds its origin and development in the moral law …Our country was born under God and only under God will it live as a citadel of freedom.” “To omit the words ‘under God’ in the Pledge of Allegiance is to omit the definitive factor in the American way of life.”

Eisenhower’s backing

When Eisenhower's own pastor championed the cause, Ike threw in his support as well.

He believed he had a good reason. He had seen first-hand the horrors of totalitarianism as he went into the liberated Nazi death camps in 1945. The Cold War, then raging fiercely, challenged the leader of the free world not only militarily and economically but morally and spiritually as well and Eisenhower was determined to bolster American ability to withstand it.

Besides money, On April 8, 1954 postage stamps appeared for the first time with the words "In God we trust." In the biggest ceremony of its kind in the history of the United States Post Office Department, attended by the highest officials in the country, including President Eisenhower, the stamp was inaugurated with the words. "It will set the stage . . . for the introduction of the nation’s first regular stamp bearing a religious significance.”

In the following year, 1955, American elementary school children recited the Pledge of Allegiance with the new words “Under God" added to the pledge. During the Cold War many organizations eagerly joined in the crusade of defending religion against the forces of communism. John Swift Knights of Columbus began to petition the government to add the words “under God” to the Pledge of Allegiance.

On Flag Day of the same year, President Dwight Eisenhower signed the bill that added the phrase to the pledge schoolchildren recited every morning. The original pledge, written in 1892, had contained no reference to religion. To emphasize the point still further, in 1956 the official motto of the United States became "In God We Trust."

In 1958 Christianity Today Magazine reported on the low reputation of communists; “The word “communism” suggests all manner of evil. You need but whisper, “He is a Communist,” and, if your neighbor believes you, the alleged Communist could next be charged with almost any crime whatever and your neighbor would not be surprised. The Communist has the role of international villain once held by the Fascist, except that the Communist enjoys an even worse reputation. He would rob his own brother blind; he would betray his own parents to the police; he would delight in desecrating churches, for he is an atheist.”

How close was this media narrative to reality? The portrayal of Russians as cold-hearted, inhumane and anti-religious were not simply empty platitudes of pop culture. Just before the Jonah episode, the Soviet Union, although not officially atheist, had conducted the “anti-religious campaign” (1958-1964). Soviet leader Nikita Khrushchev was very hostile towards religion. During his leadership the number of churches declined from 22,000 to 7,873. In his speech at the plenum of the Central Committee of the CPSU, Khrushchev made sure anti-religious propaganda was promoted. June, 1963.

By contrast, at this same time in the Soviet Union and Red China religion suffered from often harsh persecution. Sometimes the anti-religious propaganda and measures rose to the level of the anti-Jewish policies of Nazi Germany. The Soviet National anthem ignores religion and attributes the existence of the nation to “the people's mighty hand.” Events known as “youth anti-religious evenings” were held which included dramatizations and songs characterized as “humorous, show how priests, fortune-tellers and other rogues deceive believers with imperishable relics, holy tales and other rubbish.”

Such policies made it clear to Americans that it was necessary to face down this darkness with even more powerful forces of moral and spiritual strength. In the 1950s and even into the 1960s the American nation was in a mood to embrace and safeguard its historic spiritual heritage, including government action promoting religion - such as on postage stamps, unfettered by constitutional qualms.

In context

This battle continued up to the end of the Cold War. Ultimately, the Soviet colossus collapsed. The Democratic, free market system was proclaimed the Victor. The Soviet Empire has been replaced by a fragmented shadow of its former self. This does not mean, though, that Russia no longer has dangerous ambitions and only time will tell what role religion will play in any future confrontation.

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References

https://www.theguardian.com/commentisfree/belief/2009/nov/10/religion-christianity

How 'One Nation' Didn't Become 'Under God' Until The '50s Religious Revival |

How Dwight Eisenhower Found God in the White House | HISTORY

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Culp's Hill is a frequently overlooked area of the Gettysburg battle and played a crucial role in the Union's victory. Situated about three-quarters of a mile south of Gettysburg, it formed the tip of a fishhook-shaped series of hills and ridges that made up the Union lines. The significance of Culp's Hill lay in its strategic location. It guarded the main Union supply line on the Baltimore Pike and protected the rear and right flank of the Union army positioned on Cemetery Ridge.

Here, Lloyd W Klein explains what happened at Culp’s Hill, Cemetery Hill, and East Cavalry Field.

If you missed it, part 1 on General Lee’s advance to Pennsylvania is here, part 2 on day 1 of the battle is here, and part 3 on day 2 of the battle is here.

*Scene behind the breastworks on Culp’s Hill, morning of July 3rd 1863.* By Edwin Forbes.

Cemetery and Culp’s Hills

The configuration of the Union lines, with Cemetery Hill at its center, provided a strong defensive position known as the "fishhook." This layout allowed the Union forces to benefit from interior lines, making it easier to reinforce and support different sections of the line. Cemetery Hill, situated behind the town, offered a natural defense as attacks could not be launched directly from the streets. To reach Cemetery Hill, attackers had to either capture Culp's Hill on the East or the northern section of Cemetery Ridge on the west. General Lee's strategy relied on attacking the flanks, while the Union's strategy focused on defending these hills to protect the center.

Culp's Hill itself consists of two distinct peaks, an upper hill and a lower hill, separated by a narrow saddle. The higher peak, densely covered in trees, rises to an elevation of 630 feet above sea level, while the lower peak is approximately 100 feet shorter. The eastern slope of Culp's Hill descends towards Rock Creek, while the western slope leads to a saddle with Stevens Knoll. This topography provided natural advantages for defenders, making it challenging for attackers to gain a foothold on the hill.

July 1st

Following the retreat of the Union lines on Seminary Ridge and north of the town, the troops of XI Corps regrouped at Cemetery Hill, where a 2000-man brigade and a battery of 6 guns were positioned to safeguard the withdrawal. Meanwhile, Wadsworth’s division hurried to Culp’s Hill to protect the right flank, and additional reinforcements were on their way. By 4:30 p.m., 500 troops from the 7th Indiana and Maj. Gen. Henry Slocum’s XII Corps had arrived, with Brig. Gen. Thomas Ruger’s 1st Division taking up position behind Cemetery Hill. Brigadier General John W. Geary’s 2nd Division reached Gettysburg at 5 pm, adding 8,000 fresh troops to the Union forces, bringing their total strength to around 20,000 soldiers combined with the XI Corps. The Federals, in addition to the reinforcements, had managed to salvage most of their artillery pieces during the retreat, with almost 40 guns joining Smith’s six guns atop Cemetery Hill.

Ewell's missed opportunity to seize Culp's Hill/Cemetery Hill on the evening of July 1 is often regarded as a critical moment in the battle. When Maj. Gen. Edward "Allegheny" Johnson's third division arrived, he was instructed to take the hill if it was not already occupied. However, Johnson hesitated and decided against the attack, sending a small party to scout the area. This party encountered the 7th Indiana Infantry of the I Corps, leading to a skirmish that forced them to retreat. By 7 pm, Culp's Hill was well-defended, with the Iron Brigade and other units in position, making it a challenging target for the Confederates.

Pfanz concluded that Ewell had made the best decision, citing the failed probing attack at 7 pm at dusk, but was it as prepared at 5 pm? It was less well-defended; still, who would Ewell have attacked with? After the war, General Gordon wrote in his memoirs that he was ready, but his men had seen significant action. Gordon’s brigades were scattered and 2 miles from where an attack could be made. Moreover, the 11th Corps troops on Cemetery Hill under Howard were well positioned to defend Culp’s hill, more so than Ewell was positioned to take it.

Ewell did consider taking Culp's Hill, which would have made the Union position on Cemetery Hill untenable Given the discretionary and inherently contradictory order he received from General Lee, General Ewell chose not to attempt the assault. The three main reasons most often given include: 1) the battle fatigue of his men in the late afternoon, as his men had marched a great distance and were exhausted 2) the difficulty of assaulting the hill through the narrow corridors afforded by the streets of Gettysburg immediately to the north, and 3) that after the battle at Barlow’s Knoll and the attacks through the town, there had been enough casualties and mixing of lines to severely weaken command and control. He might also have realized that although he might have been able to take Culps Hill, he couldn’t hold it with a single division after a counterattack from East Cemetery Hill.

And surely that would require a general engagement. It’s possible that Ewell may have felt that it was practicable to take the hill, but did not see how he could do so without bringing on a general engagement. He only had 1 division on hand, it was getting dark, and he wasn't going to receive any backup in any attack. He wanted support and none was available.. However, Jubal Early opposed the idea when it was reported that Union troops (probably Slocum's XII Corps) were approaching the York Pike, and he sent the brigades of John B. Gordon and Brig. Gen. William "Extra Billy" Smith to block that perceived threat. "Allegheny" Johnson's division of Ewell's Corps was within an hour of arriving on the battlefield and Early urged waiting for Johnson's division to take the hill. After Johnson's division arrived via the Chambersburg Pike, it maneuvered toward the east of town in preparation to take the hill, but a small reconnaissance party sent in advance encountered a picket line of the 7th Indiana Infantry, which opened fire and captured a Confederate officer and soldier. The remainder of the Confederates fled and attempts to seize Culp's Hill on July 1 came to an end.

Although Ewell has been blamed for not aggressively pursuing the Union line on Cemetery Hill and Culp's Hill, which left the Union on high ground, most military authorities and historians who have looked into the matter have pretty routinely concluded that Culp's Hill would not have been easy to capture on July 1st. Some historians say that it's 20/20 hindsight that Ewell could have easily pushed the Union line from the high ground; others say he was too timid. Stephen W. Sears has suggested that Gen. Meade would have invoked his original plan for a defensive line on Pipe Creek and withdrawn the Army of the Potomac, although that movement would have been a dangerous operation under pressure from Lee.

But, a real conundrum exists in whether or not Lee and Ewell were talking about the same hill. Lee was on Seminary Ridge and may have been looking at East Cemetery Hill while Ewell was at the base of Culp’s Hill. It’s unclear whether Lee & Ewell had a map that showed this.

Lost Cause Reinterpretation? Although the “If practicable order” story is a central part of Gettysburg lore, appearing in many books about the Civil War — it is also greatly negative against Ewell, and perhaps purposely so. The story may have been concocted by Lee’s apologists in a postwar attempt to shift the blame for losing the battle from their hero onto Ewell. In truth, Lee sent no definitive orders directing Ewell to pursue the enemy when the Union lines broke in front of the town, and Ewell was not benumbed by indecision when he defeated them in the town and on Barlow’s Knoll.

It was not until after the war, and Lee’s death, that Lost Cause supporters sought to explain how the infallible general was defeated at Gettysburg. Confederate veterans like John B. Gordon, Isaac Trimble, and Randolph H. McKim insinuated in their postwar writings that it was Ewell’s timidity that had cost Lee the victory. Postwar proponents of the Lost Cause movement, assigned to Ewell's staff during the battle, criticized him bitterly to deflect any blame for losing the battle on Robert E. Lee. Part of their argument was that the Federal soldiers were demoralized by their defeat earlier in the day. McKim’s 1915 article in The Southern Historical Society Papers stated. “Here then we find still another of General Lee’s lieutenants, the gallant and usually energetic Ewell, failing at a critical moment to recognize what ought to be done,” he wrote. “Had the advance on Cemetery Hill been pushed forward promptly that afternoon we now know beyond any possible question that the hill was feebly occupied and could have been easily taken, and Meade would have been forced to retreat.”

Walter H. Taylor, Lee’s former aide, also sided with the anti-Ewell faction in his memoir “Four Years With General Lee.” Taylor wrote that Ewell voiced no objection to the order he brought from Lee to take the high ground “if possible,” and that he returned to Lee under the impression Ewell would attack.

But there is another side to the story. Maj. Campbell Brown, Ewell’s stepson, and aide, observed that the “discovery that this lost us the battle is one of those frequently-recurring but tardy strokes of military genius of which one hears long after the minute circumstances that rendered them at the time impracticable, are forgotten.” And while Taylor’s story became an important part of the controversy, Brown was adamant that he never brought such orders. In an 1885 letter to Gen. Henry Jackson Hunt, the former chief of artillery for the Army of the Potomac, Brown wrote, “I say broadly that Col. Taylor’s account of this battle is utterly worthless — that he carried no such order to Gen. Ewell ... I do not impugn his veracity but his memory has been trusted and has deceived him.”

Major General Isaac Trimble, who was attached on special duty to Ewell’s command during the battle, was among those who tried to dismiss Lee’s warning. Writing for the Southern Historical Society (SHS) years after both Lee and Ewell had died, Trimble recalled his attempt to persuade Ewell to attack:

“The battle was over and we had won it handsomely. General Ewell moved about uneasily, a good deal excited, and seemed to me to be undecided about what to do next. I approached him and said: "Well, General, we have had a grand success; are you not going to follow it up and push our advantage?"

He replied that General Lee had instructed him not to bring on a general engagement without orders and that he would wait for them.

I said, "That hardly applies to the present state of things, as we have fought a hard battle already, and should secure the advantage gained". He made no rejoinder but was far from composure. I was deeply impressed with the conviction that it was a critical moment for us and made a remark to that effect.

As no movement seemed immediate, I rode off to our left, north of the town, to reconnoiter, and noticed conspicuously the wooded hill northeast of Gettysburg (Culp's), and a half mile distant, and of an elevation to command the country for miles each way, and overlooking Cemetery Hill above the town. Returning to see General Ewell, who was still under much embarrassment, I said, "General, There," pointing to Culp's Hill, "is an eminence of commanding position, and not now occupied, as it ought to be by us or the enemy soon. I advise you to send a brigade and hold it if we are to remain here." He said: "Are you sure it commands the town?" [I replied,] "Certainly it does, as you can see, and it ought to be held by us at once." General Ewell made some impatient reply, and the conversation dropped.”

— Isaac R. Trimble, "The Battle and Campaign of Gettysburg." Southern Historical Society Papers 26 (1898).

Observers at the scene later reported that the "impatient reply" was, "When I need advice from a junior officer I generally ask for it." They also stated that Trimble threw down his sword in disgust and stormed off.

Did this happen as it is stated? No one knows. Trimble was certainly upset that he was without a command on July 1. He would lose a leg and be captured 2 days later as he led a division in Pickett’s Charge, never to return to command. So, he certainly had plenty of scores to settle in 1898, 35 years later. Ewell never wrote or spoke about the matter in the 7 years he survived after the war.

July 2nd

On day 2, Lee’s plan was for Longstreet to attack north along Emmitsburg Turnpike to Cemetery Ridge combined with a simultaneous pincer move on Culp's Hill by Gen. Edward "Allegheny" Johnson’s division from Richard S. Ewell’s Second Corp. But Longstreet's brigades of McLaw and Hood were delayed and then got tangled up at Little Round Top and Sickles in the Peach Orchard and Wheatfield. The attack ended at the south section of Cemetery Ridge.

An acoustic shadow at Gettysburg on Day 2 occurred when Ewell was supposed to attack Culp’s Hill when Longstreet’s artillery started firing, but he never heard it, allowing Meade to shift some of the forces on Culp’s Hill to his left flank.

Alpheus Williams led the 1st Division. Due to a mix-up in the command structure, General Williams played a prominent role because of a miscommunication between General Meade and Williams’s superior officer. This miscommunication resulted in Williams commanding the XII Corps. Meanwhile, Maj Gen Henry Slocum believed he was in command of the right wing, consisting of the 11th and 12th Corps, and considered Williams as merely the temporary corps commander of the 12th. Slocum held the Union right from Culp's Hill to across the Baltimore Pike. With Longstreet’s attack, Meade ordered relocating XII Corps from Culps Hill. Williams successfully convinced Meade to leave a single brigade on Culps Hill instead of relocating everyone, to defend the entire right flank. This suggestion ultimately saved the position when the Confederate left wing launched an attack that evening. Despite leading two days of intense fighting on the Union's extreme right, Williams did not receive any official credit, as Slocum was late turning in his report, and Meade already submitted his report to the war department.

Maj Gen George Sears Greene At about 6 pm July 2nd, Meade shifted almost the entire XII Corps from the Union right to strengthen the left flank. Culp’s Hill was weakened to defend Cemetery Ridge against Longstreet’s attack on the left. Brig Gen George S Greene was a brigade commander in the division of Maj. Gen. John W. Geary.. His lone brigade of 1,350 New Yorkers (five regiments) was left to defend a one-half-mile line on Culp's Hill when an entire Confederate division attacked. Fortunately, Greene, a civil engineer, had insisted that his troops construct strong field fortifications. These preparations proved decisive and his brigade held off multiple attacks for hours. With the shift of troops, Greene was left with 5 regiments (1350 troops) to defend ½ mile of front against an entire Confederate corps.

Maj Gen George Sears Greene, a 62-year-old with an impressive war record, found himself continually overlooked for promotion due to his age. On the morning of July 2, he insisted that his men entrench on Culp’s Hill. As a former West Point professor of mathematics and engineering, Greene approached the situation with a strategic mindset that differed from his counterparts. General John Geary and General Henry Slocum did not share Greene's belief in the importance of entrenching on Culp’s Hill, but Greene's foresight would prove crucial in the upcoming battle. Neither General John Geary, a former Mayor of San Francisco, nor General Henry Slocum thought it would matter much.Geary’s division covered the lower hill, near Spangler’s Spring, Kane’s brigade to his right; then on the upper hill was Greene’s division, then Candy’s brigade, followed by a portion of Ruger’s division.

As twilight fell, the fighting on the Union left came to a close, but the assault on the Union right flank continued. Gen. Richard Ewell's forces pressed on, with Gen. Edward "Allegheny" Johnson's Confederate division launching an attack on Culp’s Hill. Greene's brigade, consisting of around 1,400 New Yorkers, faced off against Johnson's 4,700 Confederates. Greene understood the significance of holding the extreme right flank of the Union army and protecting vital supply lines. Despite being outnumbered, Greene's men were charged with holding the extreme right flank of the Union army and protecting its supply and communication artery, the nearby Baltimore Pike. Greene extended his line to the right to cover part of the lower slope, but his 1,400 men were dangerously overextended since they were only able to form a single battle line, without reserves.

Johnson's Confederate forces encountered fierce resistance as they charged up the slopes of Culp’s Hill. Greene's men had constructed formidable breastworks that halted the Confederate advance. Although Gen. George "Maryland" Steuart's brigade managed to outflank the Federal right flank, Greene's strategic positioning and defensive measures proved effective. The natural obstacles provided by the hill hindered the Confederate forces' progress, showcasing Greene's tactical acumen and the importance of his decision to entrench on Culp’s Hill.

At 7 pm with darkness gathering, Ewell initiated a significant infantry attack. He deployed three brigades, consisting of approximately 4,700 soldiers, from the division led by Maj. Gen. Edward "Allegheny" Johnson. These troops crossed Rock Creek and ascended the eastern slope of Culp's Hill. However, Greene's entrenched position played a crucial role in the outcome of the assault. It allowed for reinforcements from the I Corps and XI Corps to come to his aid from the left. Wadsworth dispatched three regiments, while Howard on Cemetery Hill sent four, totaling around 750 men. Greene issued orders to hold the position under any circumstances. Despite four subsequent attacks made in the darkness, the line to his right remained threatened but was bolstered by additional reinforcements. The assaults persisted until 11 pm and resumed the following morning.

On the far right flank of the Union army, Col. David Ireland of the 137th New York faced a formidable attack. Under intense pressure, the New Yorkers were compelled to retreat and occupy a traversing trench engineered by Greene, which faced south. Despite sustaining heavy casualties, they valiantly held their ground and safeguarded the flank. Unbeknownst to Steuart's men, due to the darkness and the heroic defense of Greene's brigade, they failed to realize that they had nearly unrestricted access to the Union army's primary communication line, the Baltimore Pike, which lay only 600 yards ahead. Ireland and his men averted a potential catastrophe.

Adelbert Ames, though not as famous as Chamberlain, who took over his position after his promotion, performed exceptionally well in the difficult circumstances at Gettysburg. During the intense attack led by Ewell on July 1, 1863, Ames, under the command of Brig. Gen. Francis C. Barlow, positioned his division in front of other units of the XI Corps on Barlow's Knoll. This exposed location was quickly overrun, leading to Barlow's capture and injury. Ames then took charge of the division and skillfully orchestrated a retreat through Gettysburg, eventually establishing a defensive position on Cemetery Hill. On July 2, during the second day of battle, Ames's division faced the brunt of the assault on East Cemetery Hill by Maj. Gen. Jubal A. Early but managed to hold the crucial position with support from neighboring units. Ames even engaged in hand-to-hand combat at one point. Following the battle, the soldiers of the 20th Maine honored Ames by presenting him with their battle flag as a symbol of their respect.

When the XII Corps returned to the right flank late that night, Confederate forces had taken over parts of the Union defensive line on the southeastern slope of the hill, near Spangler's Spring. Union soldiers, disoriented in the darkness, found enemy troops in the positions they had left. Gen. Williams instructed his men to occupy the open field in front of the woods and await daylight. While Steuart's brigade managed to hold onto the lower heights precariously, Johnson's other two brigades were withdrawn from the hill to wait for daylight as well. Geary's troops came back to reinforce Greene, ensuring the defense of the position.

July 3rd.

The idea that the Copse was the focus was Batchelder’s incorrect and misleading attempt to bring attention to the area on the field where the attack went, not what was the real objective. Lee’s plan for both days 2 & 3 was the union center. That’s why a coordinated attack at Culp’s Hill was so necessary.

As General Lee stated in his official report, "The general plan was unchanged". The commanding position on the battlefield was Cemetery Hill. Piercing the center of the Union line on Cemetery Ridge was NOT the objective; Zeigler Grove was the large clump of trees in 1863, not the tiny thin saplings of the Copse. Those large trees were used for lumber many years after the battle and before John B. Bachelder's promoting and marking the high-water mark. This combined with a simultaneous pincer move on Culp's Hill by Gen. Edward "Allegheny" Johnson’s division from Richard S. Ewell’s Second Corp was the real plan.

At dawn, five Union batteries opened fire on Steuart's brigade in the positions they had captured and kept them pinned down for 30 minutes before an attack by two of Geary's brigades. Simultaneously, the Confederates initiated their own attack, resulting in a prolonged engagement that lasted well into the morning, marked by three unsuccessful offensives by Johnson's troops. Despite facing relentless charges from Ewell's entire corps on the night of July 2nd and throughout the following morning of July 3rd, Greene managed to maintain control of the hill, fending off repeated assaults from 4,700 Confederate soldiers and securing the upper summit.

Although Greene's contributions to the Union victory at Gettysburg were significant, his heroism is often overshadowed by other more well-known figures from the battle. As the oldest surviving Union general and West Point graduate, Greene's legacy deserves to be remembered and honored. His monument on Culps Hill serves as a reminder of his bravery and dedication to the Union cause during one of the most critical battles of the Civil War.

In addition to Greene, General John Geary also played a pivotal role in the defense of Culps Hill. His bold counterattack on July 3, 1863, helped drive the Confederates from their positions and protected the Union Army's vital supply line, the Baltimore Pike. Geary's decisive actions at Culps Hill exemplified the courage and determination of Union forces in securing a crucial victory at Gettysburg.

East Cavalry Field

A classic cavalry engagement occurred four miles east of Gettysburg on the afternoon of July 3, 1863. The strategic significance of the vacant field was heightened by the presence of two important roads: the York Pike to the north and the Hanover Road to the south. Brig. Gen. David M. Gregg's Union cavalry, positioned on the Hanover Road, guarded the rear of the Army of the Potomac. Recognizing the threat posed by Confederate control of the Hanover Road and the intersecting Low Dutch Road to the Union's supply line along the Baltimore Pike, Gregg was reinforced by 1,900 Michigan cavalrymen under Brig. Gen. George A. Custer. Together, Gregg and Custer established a defensive line at the intersection, supported by 10 artillery pieces.

Maj. Gen. J.E.B. Stuart led 5,000 Confederate cavalrymen to the northern side of the field. Contrary to previous teaching, there is no concrete evidence suggesting that Stuart and Lee coordinated this assault with Pickett's Charge. Stuart's initial orders were to safeguard the flank of the Army of Northern Virginia, but he later admitted that his true intention was to launch a surprise attack on the enemy's rear. Stuart's charge was met with a countercharge by General Custer, effectively halting the assault. A subsequent charge led by Brig. Gen. Wade Hampton with 2,000 mounted men was also repelled by Custer and the 7th Michigan regiment. Throughout the engagement, Gregg maintained his position. Although not strategically significant, the battle showcased the Union cavalry's growing prowess as a formidable fighting force, reminiscent of their performance at Brandy Station.

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Further Reading

· Himmer, Robert, "New Light on Maj. Gen. Henry W. Slocum's Conduct on the First Day at Gettysburg". Gettysburg Magazine. 43, July 2010.

· Troy D Harman, “In Defense of Henry Slocum on July 1.”
http://npshistory.com/series/symposia/gettysburg_seminars/9/essay3.pdf

· Coddington, Edwin B. The Gettysburg Campaign; a study in command. New York: Scribner's, 1968.

· Gottfried, Bradley M. The Maps of Gettysburg: An Atlas of the Gettysburg Campaign, June 3 – June 13, 1863. New York: Savas Beatie, 2007.

· Murray, R. L. A Perfect Storm of Lead, George Sears Greene's New York Brigade in Defense of Culp's Hill. Wolcott, NY: Benedum Books, 2000.

· Petruzzi, J. David, and Steven Stanley. The Complete Gettysburg Guide. New York: Savas Beatie, 2009.

· Pfanz, Harry W. Gettysburg: Culp's Hill and Cemetery Hill. Chapel Hill: University of North Carolina Press, 1993.

· Sears, Stephen W. Gettysburg. Boston: Houghton Mifflin, 2003.

· https://www.battlefields.org/learn/articles/custers-stand-east-cavalry-field

· John B Gordon, Reminiscences of the Civil War. Louisiana State University Press, 1993.

Klein, Lloyd W,https://thecivilwarcenter.org/2023/07/04/general-lees-if-practicable-order-to-general-ewell-on-july-1-at-gettysburg/

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Do you know about the time that the USA went against Israel and the Western powers in the Middle East? Here, Andrew Patterson tells us about the 1956 Suez Crisis, when the US did not support Britain, France, and Israel’s ambitions against Egypt.

A picture of Egyptian military vehicles that have been damaged in the Sinai Peninsula.

The Suez Canal Crisis was like a high-stakes poker game of global power. Imagine Egypt’s leader, Nasser, suddenly nationalizing the Suez Canal, basically a lifeline for world trade. This move freaks out London and Paris, sparking a secret buddy-up with Israel to snatch it back. Then struts in the USA, led by Eisenhower, looking to shake up the global power playlist. It was a showdown that not only reshaped the Middle East’s role in the Cold War but also turned the US into the surprise superhero for Egypt against the old-world colonial vibe. Diving into the Suez Crisis, we see the US playing the role of an unlikely hero, championing Egypt in the epic struggle to shake off colonial chains.

The Suez Canal’s a big deal—key for shipping oil and goods, and in the 1950s a colonial chess piece for way too long. Enter Egypt's bold move to nationalize it. This wasn't just about owning a canal; it was Egypt shouting from the rooftops that they were done being a pawn in the global game of thrones.

During the Cold War's peak, with the world split between capitalism and communism, the U.S. hit a fork in the road. Under Eisenhower, America ditched its old gunboat diplomacy for a surprising new look: anti-imperialism. Suddenly, the U.S. started sounding like it was rooting for the underdog, aligning its playbook with nations tired of colonial hangovers. It was a game-changer, showing the world that the U.S. was ready to mix things up and support countries carving out their own destinies.

The Eisenhower Doctrine

Eisenhower's foreign policy was like walking a tightrope—with the U.S. juggling the need to curb Soviet spread while ditching the old-school, imperialist tactics of its European buddies. The Eisenhower Doctrine of 1957 was his way of saying, "We've got your back" to Middle Eastern countries fighting off communism, but the Suez Crisis was the real litmus test, pushing the U.S. to flex its anti-imperialist muscles sooner.

In 1956 Egypt's President Nasser Declaring the canal as Egypt’s own was a game-changing moment, throwing down the gauntlet against old colonial shadows and ushering in a fresh chapter of independence and self-rule.

Old Powers Collude

Britain, France, and Israel didn't waste any time cooking up a military response. Their plan? Israel would kick off an invasion, with British and French troops jumping in under the guise of keeping the canal open. But let's be real, their eyes were on the bigger prize: knocking Nasser off his pedestal and taking back the canal. This move was straight out of the old colonial playbook—an attempt to turn back the clock to a time when gunboat diplomacy and empire-building were the order of the day.

When Britain, France, and Israel moved on Egypt, the U.S. threw a curveball by condemning the invasion, stunning its usual pals. This was a loud and clear signal from America: the days of imperialist playbooks were done. Eisenhower and crew, sticking to their anti-imperialist guns, viewed the invasion as a potential spark for a much larger fire, possibly drawing the Soviet Union into a broader conflict that could destabilize the Cold War's delicate balance.

New Boss New Rules

Breaking with tradition, the U.S. stood firm against old friends Britain and France, plus Israel, over their joint military move. Eisenhower didn't just talk a big game; he backed it up with the threat of economic sanctions against Britain, who at the time was pretty much banking on U.S. financial aid.

In this era, the U.S. didn't just stand by; it dove into some serious diplomacy to stop the fighting. By defending Egypt's right to manage the Suez Canal, the U.S. was basically broadcasting a new rulebook to the world: national sovereignty was in, and old-school colonial aggression was out. This stance was a global announcement, especially aimed at the Soviet Union, that the U.S. had zero patience for imperialist antics, even from its best buddies.

The U.S. used the United Nations as a stage to rally global opinion. By advocating for a resolution that demanded a ceasefire and the retreat of the invaders, America emerged as a peacemaker, pushing for diplomacy over force. This move not only boosted the U.S.'s rep as a champion of international law and the UN but also showed it as a superpower ready to back smaller nations against colonial leftovers.

The crisis ended with Britain and France yielding to the pressure, mainly from the U.S., and pulling out their troops—a win for Egypt and a face-palm moment for the European duo. The landscape of global politics was forever altered. This wasn't just about who controlled a crucial waterway; it was a turning point, signaling the end of European colonial clout and the beginning of an era dominated by U.S. influence. The retreat of British and French troops, nudged along by the U.S., waved goodbye to the age of empires stretching their borders too far.

The U.S. walked away taller, having stuck to its guns on national sovereignty and a clear no to go-it-alone military moves—a big leap from the days of showing force first and asking questions later. Emerging with a reputation for valuing sovereignty and shunning solo military ventures, the U.S. marked a departure from centuries of Western might-makes-right tactics. For Egypt and Nasser, it was a clear win, boosting Nasser's standing as an anti-colonial hero and igniting nationalist passions beyond the Middle East.

The crisis also reshaped global power balances, underscoring the dwindling might of Britain and France while spotlighting the Middle East as a self-determining region, increasingly important on the world stage, often with superpower support or interference. Reflecting on the Suez Crisis, we're reminded of diplomacy's value, the importance of supporting the underdog, and the dynamic forces that mold our world. It's a narrative of transformation, confrontation, and hope for a fairer international community.

Andrew Patterson is an amateur history enthusiast who writes for https://easternchronicles.me/ , a website dedicated to Middle Eastern history, Travel writing & archeology.

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As Gandalf tells us in The Lord of the Rings: The Two Towers, "Perilous to us all are the devices of an art which we do not possess ourselves." Of course, Gandalf is talking about a dangerous, magical object that can communicate across space and time: a palantír stone. But the message rings true, too, about the powers of language and writing, which--like a palantír stone--can also traverse boundaries of space and time. Step into a library and you might have dialogues with thousands of the dead.

Some of history's most dangerous and destabilizing figures were masters of the art of speech. They possessed great oratorical skills, but were devoid of a greater sense of ethics. In Plato's reckoning, a true rhetorician must unite their art of speech with philosophy. After all, if we do not possess ourselves a sense of how language can persuade us and work us over, then we will be all the more susceptible to those who might wield rhetoric against us.

In the following excerpt, Dr. Daniel Lawrence (author of a recent book here: Amazon US | Amazon UK) goes back to the world of the ancient Greeks, where one's ability to speak well could literally be a matter of life and death. It's no wonder, given these circumstances, that an art of persuasion and various theories of language and perception emerged. Yet, as many rhetorical scholars have now documented, many different people at many different times and places developed arts and theories of writing and speech: the ancient Egyptians, the ancient Chinese, and various Indigenous peoples across the world. Wherever there is writing, language, and technology, there seems to emerge a human critique of its power. The author believes this rich tradition of critique--this art of rhetoric--is precisely what we need more of in our world today to help combat the growing dangers of digital disinformation and the unsettling, persuasive abilities of artificial intelligence.

Oratorical skills are referenced in Homer’s *Iliad*. Above picture: *Iliad*, Book VIII, lines 245–253.

The ancient Greeks loved speeches. In the beginning of Phaedrus, one of my favorite dialogues by Plato, the titular character Phaedrus tells Socrates that he has just returned from a morning of making speeches with his friend Lysias. This would seem to be a rather funny thing in today’s world: to meet a friend for lunch, ask them how they spent their morning, and be told, “Oh, I was just over at Jane’s apartment. We were making speeches all morning.” Though this would not be a common occurrence today, the art of making speeches was close to the heart of ancient Greek culture. In a world where writing was a relatively new technology, writing tools and materials were expensive, and there was a reliance on oral tradition. Thus, speechmaking was a valued pastime. In many ways, this same desire for communication and storytelling is now fed by our media addictions: television, YouTube, film, podcasts, or binging a Netflix series. We don’t want to dismiss the important differences in our cultures, but we also shouldn’t forget just how similar humans can be across time and space.

Not all fun

But rhetoric wasn’t all fun, games, and entertainment for the ancient Greeks. The renowned classicist and scholar of rhetoric, George Kennedy, explains in his seminal A New History of Classical Rhetoric that this fascination with speeches was at least partially due to the vital, life-saving necessity of wielding language persuasively. Because there was no regular system of legal representation in ancient Greece, citizens would often be required to defend themselves in a court of law or to lay out their case against an opponent. In these early days of democratic society, your ability to speak could literally be a matter of life or death. If your neighbor accused you of stealing their goat—or worse, their horse—then you better have been able to make a compelling argument about why it wasn’t possible that you stole it as you proved your innocence. Perhaps you would make an appeal to ethos—that is, your character and credibility—and say, “I am an honest and law-abiding citizen of Athens. How could a person like me commit such a crime?” Perhaps you would make an appeal to pathos—that is, the emotions of your listeners—by pleading, “I am a father of five children and must work hard to provide for them. Would you rob these children of their father by imprisoning me based on the false claims of this greedy accuser?” Or perhaps you would appeal to the logos (or logic) of the audience and claim, “I was all day yesterday at the Theatre of Dionysus, a fact to which many of my fellow citizens can attest. How could I have been in two places at once?”

Today, we don’t take language seriously enough. The rhetorician Lloyd Bitzer wrote in his oft-cited essay (and bane of disinterested undergraduate students everywhere) “The Rhetorical Situation” that “rhetoric is a mode of altering reality,” not by physically moving material objects around, but by “the creation of discourse which changes reality through the mediation of thought and action.” This is just an academic way of saying that speech and language can literally change the way we perceive the world, the way we think, and the way we act. And certainly, we know this to be the case. We might hear a powerful sermon and be swayed into a life of service to a god, or we might see a compelling video advertisement which, even imperceptibly or insensibly, cements an idea in our mind of which make and model of automobile we want to purchase. Language can have life-altering effects on us. We may be convinced to take a job in a new city or to vote for a particular political candidate. Gorgias, the rockstar rhetorician of ancient Greece, likened language to a kind of drug, or pharmakon. To me, that appears to be a reasonable explanation for the brainwashing and spellbinding experienced by the German population under Hitler in the early-to-mid twentieth century. But then, it’s easy to see when it’s happening to other people: “How could all those Germans have just fallen right in line with that evil man? Couldn’t they see through his lies?” No, most could not. It’s easy to see when others are being persuaded. It’s painful and difficult to observe it in ourselves. We like to believe we are immune to persuasion, but we are all persuadable.

Persuasion

It’s not just language that is persuasive, though. It is the combined effects of rhetoric that persuade us. Hitler’s powers of persuasion included his mannerisms, gesticulations, the timbre and inflection of his voice, his word choice (diction), the way he constructed sentences (syntax), and his use of rhetorical techniques like allusion or antithesis. It was his use of symbolism and architecture (such as the golden eagle, standard in the grand Nazi-party rallies and the ubiquitous swastika) as well as his deft wielding of then-new technologies such as radio, film, and fast travel by airplane. As Quintilian told us, even “the mere look of a man can be persuasive.” Contemporary psychology tells us just as much. Tall people make more money over their lifetime, according to findings on a “height-salary link” that was documented in one study by Timothy A. Judge, PhD and Daniel M. Cable, PhD. In another uncomfortable set of studies, researchers found that attractive women received higher grades in college courses—an effect that diminishes when teaching is conducted remotely and online. We like to think that we’re objective, rational, and fair, but there’s a broad expanse of research that shows the opposite to be true; we’re easily persuaded and carry many deeply held biases and values within us, and these affect the way we perceive and interact with others and the world around us.

We don’t understand, fully, comprehensively, scientifically, how persuasion works. There is, at present, no satisfactory or complete picture of persuasion in the neurological, psychological, rhetorical, or sociological literature. It’s a tricky beast to pin down precisely. Persuasion is complicated. We are practically left with the same conundrum today as our ancestors faced thousands of years ago. In some sense, I am grateful for this. I have no doubt that if a universal theory of persuasion were discovered, corporations, political parties, and governments would take full advantage of the knowledge, and democracy would be in further jeopardy. Yet, even without a universal theory of persuasion, this is essentially the place we find ourselves in. Using imagery, video, hyper-targeted social media advertisements, psychographic profiling techniques, big data, modern computing power, and complex technological distribution mechanisms, persuasion and propaganda have become more powerful and more dangerous today than ever before. As I will write about later in this book, the UK firm Cambridge Analytica used weaponized social media advertising strategies to influence elections all over the world, while companies at present are spending more money on digital advertising than print, billboards, mailers, leaflets, radio, television, magazine, newspaper, and all other forms of traditional advertising combined. And they called those they targeted with the bulk of their budget “The Persuadables.” The Persuadables were a demographic of centrists Cambridge Analytica profiled as being on-the-fence and able to be pushed to vote for one candidate over another. While we don’t know the extent to which Cambridge Analytica influenced presidential results in the U.S. in 2016, we can rightly assume that companies wouldn’t be paying for such services if they didn’t yield results. Digital disinformation is a massive global undertaking, and we are the targets.

Conclusion

Now, I’m not suggesting that we return to the oral culture of the ancient Greeks and all start making speeches as a form of entertainment. (It might be fun, though.) We can’t force a cultural change like that. But what should be most shocking to us is that we have completely abandoned the one field of study that deals directly with disinformation, propaganda, and information literacy in this time of crisis, when there is more technologically advanced disinformation threatening democracy than ever be- fore in the history of humanity. The field of study that deals with these extraordinary questions of truth, credibility, disinformation, propaganda, and information literacy is the study of rhetoric. I know that teaching and learning about rhetoric can be interesting (and even fun) when done right. Furthermore, there may not be anything more powerful for a person to learn than how to speak and write effectively and persuasively. How can we live in a time like this and not teach our children about rhetoric, the field of study that could empower them to disarm disinformation, advocate for their rights and values in an increasingly polarized realm of political discourse, and be resilient to the thousands of advertisements and propagandic messages that are launched at them daily from smart phones, computer screens, and the increasing number of screens in our homes, schools, and places of work? How else to protect them from the idealogues that fill our schools, companies, and communities? Rhetoric is that secret, ancient discipline that can help us in our great time of need. We are all persuadables, and we need help.

Dr. Daniel Lawrence has a recently published book: Disinformed: A History of Humanity's Search for the Truth. It is available here: Amazon US | Amazon UK

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For several months now, polls have suggested a sweeping victory for the Labour Party at the next British general election; an alarming prospect for the government and one that recently led some Conservatives to openly call for a change of leader in the hope that this will remove the likelihood of electoral armageddon and the end of 14 years of Conservative governance. Here, Vittorio Trevitt considers this in a historical context – and looks at what could happen in the future.

Benjamin Disraeli, circa 1873.

Much of the Conservative administration’s polling plight is arguably the result of the increased levels of poverty and wage stagnation that the party has presided over. Throughout its history, however, and in comparison to the current and more recent Conservative ministries, the Conservative Party has on many occasions upheld a noteworthy tradition that champions a degree of governmental action to lessen inequalities and elevate opportunity. That tradition is the One Nation brand of British Conservatism.

The origins of this tradition can be traced to the one-time Conservative leader Benjamin Disraeli, who spoke of England in a novel he composed, “Sybil,” as being made up “of two nations – one rich, one poor,” and as prime minister introduced a wide range of reforms aimed at bridging that gap. Amongst these included measures to improve the legal status of unions, improvements in living conditions and sanitation in urban areas, food safety standards, and restrictions on the working hours of women and children. The term “One Nation” came to be associated with members of the Conservative Party who believed that Conservatism should reach out to all sections of British society.

The principles of One Nation Conservatism were evident in the social policies of Disraeli’s successors, who utilised the power of the state to mitigate numerous social evils. The 1887 Truck Amendment Act broadened the range of workers protected by legislation ensuring that they be paid in coins rather than in tickets or goods that could only be used at employer-owned shops. The 1889 Cotton Cloth Factories Act regulated the degree of humidity and temperature in such establishments, while the 1890 Housing of the Working Classes Act encouraged local authority public housing schemes. An Education Act of 1891 provided, as noted by one study, “grants for schools willing to abolish fees for children between three and fifteen years of age.” The 1891 Factory and Workshop Act included various provisions aimed at safeguarding labour including an expansion of sanitary regulations, and the following year a Shop Hours Regulation Act sought to limit the weekly working hours of shop assistants under the age of 18 to 74, which included times for meals. In 1897, an important Workmen’s Compensation Act was passed that, while not universal, nevertheless legally obligated employers to pay compensation to workers when accidents occurred.

Early 19th century

The early Twentieth Century also witnessed the passage of much legislation bearing the stamp of One Nation Conservatism. Arthur Balfour’s 1902-1905 administration passed legislation setting up Distress Committees to reduce the hardships suffered by those experiencing unemployment by means of supporting such individuals in finding employment. A 1923 Industrial Insurance Act offered safeguards for millions of policyholders, while the 1925 Merchant Shipping (International Labour Convention) Act provided improved rights for seamen. That same year, a permanent Food Council was set up to prevent food price profiteering, and the Lead Paint (Protection Against Poisoning) Act from the following year sought to protect paint trade workers from lead poisoning. A Mining Act introduced that same year provided for a 5% levy on royalties to help support the installation of pithead baths. For people in rural areas, the 1926 Housing (rural workers') act entitled owners of rural cottages to loans and grants for home improvements, while the 1928 Agricultural Credits Act furnished farmers with a loan system to help them in purchasing their farms.

This reforming trend would continue throughout the Thirties, in spite of the social and economic turmoil of the Great Depression. New housing laws were passed with the intention of alleviating bad housing, and in 1934 a Milk in School scheme was launched that over 2 million children benefited from. The 1936 Agriculture Act set up an unemployment insurance scheme for agricultural workers, while the 1937 National Health Insurance (Juvenile Contributors and Young Persons) Act allowed for medical treatment to be provided for juveniles the moment they entered insurable employment, instead of waiting until the full health insurance age of 16 to receive such care. Also that year, a Widows’, Orphans’ and Old Age Contributory Pensions (Voluntary Contributions) Act was passed that offered voluntary insurance to those left out of a previous scheme for beneficiaries of such benefits. The 1938 Poor Law Amendment Act provided for the payment of cash allowances to inmates aged 65 and over, while a Blind Persons Actpassed that same year reduced the old age pension eligibility age from 50 to 40 years for blind persons. Other measures included the 1939 Cancer Act, which improved facilities for the treating people with cancer, the 1937 Factory Act (which enhanced workplace safety standards), and the granting of paid holidays to about an additional 1 million workers via the 1938 Holidays with Pay Act.

Post-war period

The values of One-Nation Conservatism were also evident in many of the policies carried out by successive Conservative governments following the end of the Second World War. Although responsible for dubious decisions including the re-introduction of prescription charges (which was legislated for but never implemented under the previous Labour administration) and the 1957 Rent Act (which decontrolled rents throughout much of the private sector), they also carried out notable reforms such as a major housebuilding programme (which produced 300,000 homes per annum), grants to encourage home improvements, and new social entitlements such as a severe disablement occupational allowance for war pensioners and a home confinement grant for new mothers. A Small Farmer Scheme was also set up in 1959 to assist such farmers, with one historian asserting that, while the scheme only received a modest amount of money, the principle was novel “since it offered assistance only to those farmers whose businesses were not economic yet were capable of becoming so.” Edward Heath’s 1970-74 ministry, although maligned with justification for abolishing free milk for primary school children between the ages of 8 and 11, introduced such innovations as rent allowances, an invalidity benefit for those with severe disabilities, and the Family Income Supplement; a top-up benefit for those earning low wages. In addition, the fair rents system that the 1964-70 Labour government introduced for private tenants was extended to those in the public sector.

The 1971 Merchant Shipping (Oil Pollution) Act made oil tanker owners liable for any oil pollution they caused, while the Motor Vehicle (Passenger Insurance) Act of that year brought all passengers under liability insurance coverage. The 1971 Law Reform (Miscellaneous Provisions) Act, in the words of one study, provided “that in assessing the claim of a widow neither her prospects of remarriage nor her actual remarriage would be taken into account,” while the 1973 Matrimonial Causes Act provided financial support “for parties to marriage and children of family.” A comprehensiveLand Compensation Act was also passed in 1973, designed to offer compensation to individuals whose properties had been negatively impacted by road and redevelopment schemes or had been compulsorily purchased. This included special home loss payments to occupiers in addition to any entitlement to normal market value payment, advance compensation payments of up to 90% of the amount the acquiring authority estimated, a legal bar on the practice whereby compensation was lowered in cases where local councils rehoused persons in a council house and, for the first time, the right of certain business tenants to compensation for removal expenses and trade loss.

Thatcher era

In many respects, the Heath Ministry represented the swansong of One Nation Conservatism, despite having been elected on a platform calling for reduced economic state intervention. The onset of Thatcherism undeniably sounded the death-knell of the Party’s One Nation tradition as a driving force in policy-making. Margaret Thatcher’s rise to the Conservative leadership in 1975 signalled an ideological turn to the Right; one that would find substance in the numerous ministries she led from 1979 onwards. Adhering to the belief that the State should limit its role in social and economic affairs as much as possible, Thatcherism presided over de-industrialisation on a large scale together with curbs on benefit rights. Paradoxically, while average living standards rose, the percentage of Britons living in povertyalso went up. The succeeding New Labour governments, while maintaining Thatcherite economic reforms and presiding over tests for certain benefits, facilitated a steady drop in poverty during most of their time in office; a positive development arguably attributable to new social programmes like pensioner and working family tax credits. Ironically, it was measures such as these that pre-Thatcherite Conservative ministries often rolled out themselves.

To the present

Given the circumstances, it may be time for the Conservative Party to reclaim the “One Nation” mantle and adopt a more activist strategy aimed at making greater use of the state as a force for social change if it hopes to remain in office after 2024.

More can be done to stimulate the social housing sector; a move that a 2023 poll suggested would be very popularamongst Conservative voters. A long-term care insurance system like the one established in Holland under the right-of-centre De Jong cabinet in 1968 (which remains in place to this day) could alleviate the financial burden of households in providing care for elderly relatives. The adequacy of sick pay need addressing, with Britain ranking amongst the lowest in Europe in this category. In addition, income poverty can be tackled by raising the level of unemployment payments, with the UKs replacement rate far below most OECD members like Luxembourg, Iceland and Slovenia. The Conservatives could also improve the family benefits system by introducing new social programmes for families. A Recreational Allowance could assist families with paying for family activities such as going to the cinema, while a Family Holiday Allowance could help pay towards the cost of holiday activities. In education, the Conservative Party could follow the example of Jamaica’s governing centre-right Labour Party, which recently announced the goal of providing free tuition for all public university students; a move that would make Jamaica the first Caribbean nation to do so.

There is, therefore, much in the One Nation tradition that the modern day Conservative Party can learn from, while there exist a number of policy options consistent with that tradition which either the current or a future Conservative administration could introduce. Adopting a more progressive policy agenda would not only be beneficial to the Conservative Party in political terms and in keeping with its historical heritage, but by tackling disadvantage and raising levels of personal health and wellbeing, it would be beneficial to the British people as a whole.

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*The Old West is often romanticized in American history, with images of gunslingers and outlaws roaming the frontier in search of adventure and fortune. These individuals played a significant role in shaping the history of the American West, with their actions leaving a lasting impact on the development of the region.

Gunslingers were skilled marksmen who were known for their quick draw and accuracy with a firearm. These individuals were often hired as lawmen or hired guns by towns and ranchers to protect their interests and maintain order in the often lawless frontier towns. Gunslingers were also known for their dueling skills, with many settling disputes through gunfights rather than through the legal system.*

Here, Richard Bluttal considers some of the many outlaws or gunslingers of the old west.

Charles Boles, otherwise known as "Black Bart".

BILLY THE KID

Billy the Kid, whose real name was William H. Bonney, was a legendary American outlaw and gunfighter who lived during the American Old West era. He was born in New York City in 1859 and moved to New Mexico with his family as a young boy. Billy the Kid became involved in criminal activities at a young age, including cattle rustling and other outlaw behavior.

Billy the Kid gained notoriety for his involvement in the Lincoln County War, a violent conflict in New Mexico in the late 1870s. During the war, Billy the Kid was part of a group known as the Regulators, who clashed with rival factions in the area.

After the Lincoln County War, Billy the Kid continued his life as an outlaw, evading capture by law enforcement. He was eventually captured, tried, and sentenced to hang for his crimes. However, he managed to escape from jail and remained a fugitive until he was tracked down and shot dead by Sheriff Pat Garrett in 1881.

Billy the Kid's life and exploits have been the subject of numerous books, movies, and songs, and he has become a legendary figure in American folklore and the history of the American West.

BLACK BART

Black Bart, whose real name was Charles Earl Bowles, was a notorious American outlaw who operated in California and Oregon during the late 19th century. He earned the nickname "Black Bart" for his preference for wearing black clothing and his dark, bushy beard. Born in Norfolk, England in 1829, Bowles immigrated to the United States as a child with his family. He grew up in New York and eventually made his way to California during the Gold Rush of the 1850s. Bowles tried his hand at various jobs, including mining and ranching, but found little success. In the early 1870s, Bowles turned to a life of crime and began robbing stagecoaches in the remote areas of California and Oregon. He adopted the persona of "Black Bart," a mysterious and dashing outlaw who left poems at the scene of his robberies. These poems often mocked the authorities and taunted his pursuers, earning him a reputation as a gentleman bandit. Black Bart was known for his polite and non-violent approach to robbery. He never harmed his victims or used violence during his heists, preferring to rely on intimidation and his reputation as a skilled marksman. Despite his criminal activities, Black Bart was seen as a Robin Hood figure by some, as he targeted wealthy individuals and corporations rather than ordinary citizens. Over the course of his criminal career, Black Bart successfully robbed over 28 stagecoaches, amassing a considerable fortune in gold and cash. However, his luck eventually ran out when he was captured in 1883 after leaving behind a handkerchief with his laundry mark at the scene of a robbery. Black Bart was tried and convicted of robbery, but his polite demeanor and gentlemanly conduct during the trial earned him sympathy from the public and the press. He was sentenced to six years in San Quentin State Prison but was released after serving just four years due to good behavior. After his release from prison, Black Bart disappeared from the public eye and was never heard from again. The details of his later life and death remain shrouded in mystery, adding to the legend of one of the most infamous outlaws of the American West. Black Bart's story continues to captivate historians and enthusiasts of the Old West, cementing his place in American folklore as a daring and enigmatic figure.

BELLE STARR

Belle Starr, also known as the "Bandit Queen" or the "Queen of the Outlaws," was a notorious American outlaw who gained notoriety during the late 19th century. Born as Myra Maybelle Shirley in Carthage, Missouri in 1848, Belle Starr was raised in a respectable, middle-class family. However, she was drawn to a life of crime and adventure from a young age, influenced by her father, who was involved in various criminal activities. Belle Starr's criminal career began in her teenage years when she eloped with a man named Jim Reed, who was a known outlaw and Confederate guerrilla fighter. The couple embarked on a life of crime, robbing banks, stagecoaches, and trains across the American South. Belle Starr quickly gained a reputation for her sharpshooting skills, fearless demeanor, and flamboyant style, earning her the nickname "Bandit Queen." After Jim Reed was killed in a gunfight in 1864, Belle Starr married several more outlaws and continued her criminal activities, becoming a prominent figure in the criminal underworld of the Wild West. She was known to associate with notorious outlaws such as Jesse James and the Younger brothers, further solidifying her reputation as a dangerous and influential figure. Belle Starr's outlaw lifestyle was not without its challenges, as she faced numerous run-ins with the law and spent time in jail for her criminal activities. Despite her criminal record, Belle Starr was admired by many for her independent spirit, defiance of societal norms, and her willingness to challenge the status quo. In addition to her criminal exploits, Belle Starr was also known for her unconventional personal life. She had several husbands and lovers throughout her lifetime, including a Cherokee Indian named Sam Starr, with whom she had a son. Belle Starr's relationships were often tumultuous and marked by violence, adding to her enigmatic and mysterious persona. BelleStarr's criminal career came to an end in 1889 when she was shot and killed under mysterious circumstances near her home in Oklahoma. Her murder remains unsolved to this day, adding to the legend and mystique surrounding the "Bandit Queen." Despite her criminal activities and controversial reputation, Belle Starr remains a fascinating and complex figure in American history. She is remembered as a symbol of rebellion, independence, and defiance against societal norms, challenging traditional gender roles and expectations. Belle Starr's legacy continues to captivate historians, writers, and enthusiasts of the Old West.

JESSIE JAMES

Jesse James was a notorious American outlaw, guerrilla, and folk hero who became a legendary figure in the history of the American West. Born on September 5, 1847, in Clay County, Missouri, Jesse James was raised in a tumultuous and violent environment that would shape his future as a criminal and outlaw. His life story is one of violence, betrayal, and rebellion against authority, making him a complex and controversial figure in American history.

Jesse James was born into a family that was deeply embroiled in the violent politics of the Civil War. His father, Robert James, was a Baptist minister who supported the Confederate cause and joined a pro-Confederate guerrilla band known as Quantrill's Raiders. This group of guerrillas carried out raids and attacks on Union soldiers and sympathizers, engaging in brutal acts of violence and retribution. Jesse James grew up in this environment of lawlessness and chaos, witnessing the horrors of war and the brutality of conflict at a young age.

After the end of the Civil War, Jesse James and his older brother Frank James continued their involvement in criminal activities, robbing banks, trains, and stagecoaches across the Midwest. They formed a gang of outlaws that included members such as Cole Younger, Jim Younger, and Clell Miller, who carried out a series of daring and audacious robberies that captured the imagination of the American public. The James-Younger gang became one of the most notorious criminal organizations of the post-Civil War era, striking fear into the hearts of law enforcement and civilians alike.

Jesse James quickly gained a reputation as a cunning and ruthless outlaw who was able to evade capture and outwit the authorities. He became a folk hero to many Americans, especially in the South, where he was seen as a symbol of resistance against the oppressive forces of Reconstruction and federal authority. Songs, ballads, and dime novels were written about Jesse James, portraying him as a Robin Hood-like figure who robbed from the rich and gave to the poor. This image of Jesse James as a romantic and chivalrous outlaw only added to his mystique and appeal to the public.

However, the reality of Jesse James' life was far more complex and troubled than the myth that surrounded him. He was involved in numerous violent confrontations with law enforcement, leading to the deaths of many innocent bystanders and officers of the law. The Pinkerton Detective Agency, a private detective agency hired by the railroads and banks to capture the James-Younger gang.

BUTCH CASSIDY AND THE SUNDANCE KID

They were two of the most infamous outlaws of the American West, known for their daring robberies and their ability to evade capture by law enforcement. Their story has become the stuff of legend, immortalized in books, movies, and television shows. But who were Butch Cassidy and the Sundance Kid, and what is the truth behind the myths that have been perpetuated about them?

Butch Cassidy, whose real name was Robert Leroy Parker, was born in Utah in 1866. He got his nickname "Butch" from his time working as a butcher in his youth. Cassidy was a charismatic and intelligent leader, known for his charm and his ability to recruit and lead a gang of outlaws. He was also a skilled horseman and marksman, which made him a formidable opponent for law enforcement.

The Sundance Kid, whose real name was Harry Alonzo Longabaugh, was born in Pennsylvania in 1867. He earned his nickname from his time spent in the town of Sundance, Wyoming, where he got into trouble with the law. The Sundance Kid was known for his quick wit and his sharpshooting skills, which made him a valuable member of Butch Cassidy's gang.

Together, Butch Cassidy and the Sundance Kid formed the Wild Bunch, a gang of outlaws that carried out a series of daring bank and train robberies across the American West. Their most famous robbery was the holdup of the Union Pacific Overland Flyer train in 1900, which netted them over $50,000 in cash and valuables. The Wild Bunch became notorious for their brazen crimes and their ability to elude capture by law enforcement.

Despite their criminal activities, Butch Cassidy and the Sundance Kid were also known for their code of honor and their loyalty to their gang members. They were known to treat civilians with respect during their robberies and were admired by many for their daring escapades. However, their criminal lifestyle eventually caught up with them, and they were forced to flee the United States to escape capture.

In 1901, Butch Cassidy, the Sundance Kid, and their companion Etta Place fled to South America, where they continued their life of crime. They settled in Argentina and then Bolivia, where they carried out a series of bank robberies and other criminal activities. However, their luck eventually ran out, and in 1908, they were surrounded by Bolivian soldiers during a botched robbery and killed.

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Military history has produced certain figures that stand out not just for their tactical brilliance, but for their unorthodox methods and unwavering commitment to their cause. Among these figures is Orde Wingate, a man whose name evokes both admiration and controversy. Wingate's life, was marked by innovation, audacity, and controversy, whose impact reverberates through the ages.

Terry Bailey explains.

Orde Wingate in 1943.

Born in 1903 in Naini Tal, India, to British Christian missionaries, Wingate's upbringing instilled in him a deep sense of duty and moral righteousness. His formative years in the diverse landscapes of Asia shaped his unconventional worldview and prepared him for the challenges he would face later in life.

Graduating from the Royal Military Academy at Sandhurst in 1923, Wingate embarked on a military career that would defy convention at every turn. Wingate's early experiences in Palestine during the 1930s laid the groundwork for his unconventional approach to warfare. While serving with the British Mandatory forces, he became deeply involved in counterinsurgency operations against Arab guerrilla forces. It was here that Wingate first experimented with small, highly mobile units operating behind enemy lines—a tactic that would define his later achievements.

However, it was during the Second World War that Wingate truly left his mark on military history. Tasked with combating the Japanese advance in Southeast Asia, Wingate devised a daring plan to harass enemy supply lines and disrupt their communication networks. This plan culminated in the formation of the Chindits, special operations units composed of British, Gurkha, and Burmese soldiers trained in unconventional warfare tactics.

World War Two

The Chindits' first operation, codenamed Operation Longcloth, saw Wingate's forces penetrate deep into Japanese-held territory in Burma. Operating far beyond the reach of conventional supply lines, Wingate's men endured harsh conditions and constant enemy harassment. Despite sustaining heavy casualties, the Chindits succeeded in their primary objective of disrupting Japanese operations and bolstering Allied morale.

Wingate's unorthodox methods and uncompromising leadership style earned him both admirers and detractors within the military establishment. While some hailed him as a visionary strategist, others criticized his disregard for traditional military doctrine and his often abrasive personality. Nonetheless, Wingate's accomplishments on the battlefield spoke for themselves, and his influence continued to grow as the war progressed.

One of Wingate's most enduring legacies was his advocacy for the use of airborne forces in military operations. Recognizing the potential of airborne operations to strike deep behind enemy lines with speed and precision, Wingate lobbied tirelessly for their expansion within the Allied forces. His efforts culminated in the use of glider and other airborne based activity dedicated to conducting airborne operations in support of ground forces, specifically in Operation Thursday.

A number of traditional Generals suggested the Chindits operations had a negative effect on the Asian war effort, with some historians indicating that Wingate’s ideas were flawed in many respects, simply because the Japanese Army did not have Western-style supply lines to disrupt, and tended to ignore logistics generally.

However, the Japanese commander, Mutaguchi Renya, later stated that Operation Thursday had a significant effect on the campaign, saying "The Chindit invasion ... had a decisive effect on these operations ... they drew off the whole of 53 Division and parts of 15 Division, one regiment of which would have turned the scales at Kohima.”

Tragically, Wingate's life was cut short on March, 24 1944 when the plane a USAAF B-25 Mitchell bomber of the 1st Air Commando Group in which he was flying crashed into jungle-covered hills in the present-day state of Manipur, India killing all passengers aboard, including Wingate. His death robbed the world of one of its most innovative military minds, but his legacy lived on in the countless lives he touched and the strategies he pioneered.

Legacy

Needless to say, in the decades since his passing, Wingate's reputation has undergone a re-evaluation, with many historians recognizing his contributions to modern warfare. His emphasis on unconventional tactics, small-unit operations, and strategic mobility laid the groundwork for the special operations today, along with other charismatic military leaders such as Lt Colonel David, Stirling, SAS, Major Vladimir Peniakoff, No. 1 Demolition Squadron, PPA, Major Ralph Alger Bagnold, Long Range Desert Group, Lt Colonel Herbert George "Blondie" Hasler, Royal Marines special operations and Lt Colonel William Joseph "Wild Bill" Donovan, OSS to name a few.

Moreover, Orde Wingate’s unyielding commitment to his principles and his willingness to challenge the status quo serve as an inspiration to military leaders around the world. Orde Wingate's life serves as a testament to the power of innovation, determination, and unorthodox thinking. In an era defined by uncertainty and upheaval, his example is a reminder that true greatness lies not in conformity, but in the courage to chart a new course and pursue it relentlessly.

Reflecting on his legacy, it is important to remember that Orde Wingate was not only a military genius, but as a symbol of the indomitable human courage and personal moral standards that drove him to strive for achievement without personal consideration.

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The first battle of the Overland Campaign, known as The Battle of the Wilderness, occurred from May 5-7, 1864. General Grant devised a strategic plan to have all Union armies attack simultaneously, preventing General Lee from transferring troops and resources between theaters as he had done in 1863.He would also have all of the eastern armies move toward Richmond: General Butler from the southeast, and General Sigel from the west. Grant recognized that President Lincoln needed concrete evidence of a victorious war in order to secure re-election, so he assured him that regardless of the battle's outcome, he would not retreat. Although only General Sherman managed to execute a successful simultaneous offensive campaign, it proved sufficient to achieve the desired outcome of Grant's plan.

Lloyd W Klein explains.

Major-General Wadsworth fighting in the May 1864 Battle of the Wilderness

Situated south of the Rapidan River in Virginia, The Wilderness encompasses parts of Spotsylvania County and Orange County. Its boundaries extend to Spotsylvania Court House in the south and the Mine Run tributary of the Rapidan River in the west. This densely forested region consists of numerous trees and secondary growths, rendering visibility nearly impossible even to this day. Additionally, the dirt roads within the area were particularly treacherous when wet, making it extremely challenging to coordinate command and control as well as large troop movements.

Grant decided to to establish his headquarters with the Army of the Potomac, led by Major General George G. Meade. While Grant focused on overall strategy, Meade assumed responsibility for tactical matters. The battle unfolded just a few miles west of the Chancellorsville battle site,

The Strategy

In the early months of 1864, the Union Army of the Potomac and the Confederate Army of Northern Virginia found themselves in a standoff along the Rapidan River in central Virginia. General Robert E. Lee, commanding the Confederate forces, was well aware of the numerical and technological superiority of the Union army led by General Ulysses S. Grant. In order to mitigate these disadvantages, Lee strategically chose the Wilderness, a densely wooded area, as the battleground. This terrain would limit the effectiveness of Grant's artillery and provide cover for the smaller Confederate force. Lee positioned his troops behind earthworks along the Rapidan River, with the intention of bringing reinforcements from the rear if necessary. Additionally, Lee's cavalry, under the command of Major General J.E.B. Stuart, patrolled the surrounding countryside to gather intelligence on Grant's movements.

Grant was fully aware of Lee's defensive strategy and his intention to defend Richmond, the Confederate capital. Rather than attempting to outmaneuver Lee, Grant devised a plan to push his army through the challenging forested terrain and into open ground as quickly as possible. His ultimate objective was to capture Richmond and bring an end to the war. Grant understood that time was of the essence and aimed to advance relentlessly until he reached his goal.

Both generals were keenly aware of each other's intentions and strategies. Lee relied on his scouts and cavalry to provide timely information about Grant's movements, while Grant aimed to swiftly maneuver his army towards Richmond. The stage was set for a decisive confrontation between the Union and Confederate forces in the heart of Virginia.

The Union Army commenced its movement from its base in Culpeper County, where it had concluded its operations at Mine Run the previous fall, and proceeded southward towards the fords of the Rapidan River. At daybreak on May 4, Union cavalry successfully crossed Germanna Ford, dispersing Confederate cavalry pickets and facilitating the construction of two pontoon bridges by Union engineers. Subsequently, General Gouverneur K. Warren's Fifth Corps crossed the ford and ventured into the thick woodland. General Lee had anticipated that General Grant would employ the Germanna and Ely Fords. Grant followed this anticipated course of action relying on speed rather than stealth. However, the advance of some Union units was slow, resulting in the creation of gaps. These occurrences provided Lee with an advantageous position at the outset.

Day 1: May 5

Meade, his commander, instructed Warren to strike the Confederates first, but Warren hesitated due to concerns about attacking the impenetrable thickets. He anticipated difficulties in maintaining a battle line and believed that a piecemeal movement would negate his numerical superiority. While Warren and Meade debated the advantages of an attack along the Orange Turnpike, General Richard S. Ewell's Confederate corps halted three miles west of Wilderness Tavern and constructed formidable earthworks on the western edge of Saunders Field. Reluctantly, Warren positioned his corps astride the turnpike.

Saunders Field, a 50-acre clearing near the Orange Turnpike, stood out amidst the forested surroundings. When Ewell encountered the Union Army, his orders were to engage the enemy and impede their progress, but to avoid a full-scale battle until Longstreet's corps arrived the next day. Ewell positioned his corps across the turnpike along the higher, western edge of the field, providing his troops with a clear field of fire.

As Warren emerged from the woods and entered the field, he was met by Ewell's waiting troops who initially held the advantage. Despite heavy casualties, the Federals managed a momentary breakthrough, but Brigadier General John B. Gordon's brigade swiftly sealed the breach. The arrival of the Union Sixth Corps expanded the front, resulting in further casualties.

Soon after, Union Brig. Gen. Samuel Crawford observed another enemy column at the William Chewning farm headed east on the Orange Plank Road toward its intersection with Brock Road. Due to the limited maneuverability in the area, the crossroads of these two main roads became the focal point of the Union's defensive line. The significance of this intersection is depicted in the accompanying photograph. The potential threat posed by the Confederates was grave, as their occupation of this area could have effectively divided Warren's corps on the turnpike from Maj. Gen. Winfield S. Hancock's Second Corps, which had moved further south after passing Warren. Recognizing the urgency, Meade promptly dispatched Brig. Gen. George W. Getty's Sixth Corps division to seize control of the crossroads. Around 4:00 p.m., Getty's men launched an attack, forcefully advancing through the dense thickets and engaging in close-range combat against Gen. A.P. Hill's corps. Hancock soon arrived to provide support to Getty's forces, and the battle continued until nightfall.

The conditions under which the soldiers fought were extraordinarily challenging. Visibility was severely limited, with a range of no more than 50 feet. This made it impossible to effectively communicate and issue commands. Both sides struggled to maintain a coherent line, often breaking up into smaller groups. The dense underbrush and thorny briars caused numerous scratches to the soldiers' faces and tore their clothing. The smoke generated by gunpowder further hindered their vision, while fires ignited by exploding shells rapidly spread through the dry woods, transforming the Wilderness into a blazing inferno for all the trapped troops. The unfavorable terrain greatly hindered the progress of the two-day battle, reducing it to a series of brutal skirmishes. Additionally, fires that started in the woods proved to be particularly devastating, claiming the lives of many wounded soldiers who were unable to be rescued.

Day 2: May 6

Hancock’s Federals resumed the offensive the next morning. A.P. Hill’s tired troops were forced back, and the Confederate line seemed on the verge of collapse. At this critical juncture, Brig. Gen. John Gregg's Texas Brigade from Gen. James Longstreet's corps arrived just in the nick of time. Longstreet's timely entrance onto the battlefield prevented a potential disaster and immediately launched an attack on Hancock's corps. Two flank attacks—by Longstreet south of the Plank Road and by Gordon north of the turnpike –carried the line and forced the Union behind breastworks.

Longstreet's arrival after an arduous 28-mile march in a single day proved to be a pivotal moment for the Confederate army. His counterattack played a crucial role in saving the day. The nature of Longstreet's movement involved executing a flank attack on Hancock's left flank, utilizing an unfinished railroad bed located within a densely wooded forest. This strategic maneuver took advantage of the element of surprise, as the railroad bed was not marked on local maps. Longstreet's attack was meticulously planned and well-prepared, showcasing his tactical brilliance. By exploiting an old roadbed constructed for a defunct railroad, his forces were able to stealthily navigate through the heavily wooded area undetected, ultimately launching a powerful flanking assault.

Longstreet's men advanced along the Orange Plank Road, pursuing the Union II Corps. Within a span of two hours, their persistent assault nearly drove the II Corps from the field. Longstreet devised innovative tactics to overcome the challenging terrain, ordering the advance of six brigades using heavy skirmish lines. This approach allowed his troops to maintain a continuous barrage of fire on the enemy while simultaneously making themselves elusive targets. The effectiveness of Longstreet's flanking maneuver was evident in the words of Hancock himself, who, after the war, acknowledged the impact of Longstreet's tactics by stating, "You rolled me up like a wet blanket."

General Longstreet had returned to the ANV after being deployed the previous autumn in the Western Theater. Although he had hoped for an independent command, Despite his hopes for an independent command, his deployment in the Western Theater had not yielded the desired result. While his crucial attack at Chickamauga had showcased his military prowess, his subsequent failure to defeat Burnside at Knoxville and his ongoing disagreements with General Braxton Bragg had cast a shadow over his future prospects. General Lee had proposed that Longstreet join forces with Johnston and Beauregard for a joint offensive into Kentucky. However, Bragg, who had now assumed the role of Davis’s military advisor, swiftly rejected this proposition. Consequently, Longstreet found himself once again serving as a corps commander in Virginia.

As Lee's plan to utilize his 14,000 men as an attacking force had proven successful thus far, the next crucial step was to deliver a decisive attack. Longstreet attempted to identify the optimal location on a reconnaissance mission. However, his efforts were met with a tragic turn of events. The treacherous terrain posed numerous challenges, and it was amidst this difficult backdrop that Longstreet fell victim to friendly fire, sustaining severe wounds to his neck and shoulder. Despite being cautioned against proceeding further, his unwavering determination to strategize the winning attack propelled him forward. Tragically, this ill-fated mission resulted in the immediate death of General Micah Jenkins, who was struck in the head during the same ambush. Its an astounding coincidence that this happened just 4 miles down the road from where Stonewall Jackson was ambushed; this section of Wilderness is dark and silent, as shown in the photo.

Mahone’s 12th Virginia was returning to the Orange Plank Road when a brush fire caused them to take a different route that led them across the road in a different location than other members of their brigade. Longstreet and his staff, unknowingly, passed in the middle of Mahone’s men. In a tragic turn of events, a section of soldiers, either lying prone or kneeling, mistook the approaching figures for the enemy and opened fire. As a result, Jenkins, one of Longstreet's men, was fatally struck in the head, while two others also lost their lives.

In his memoirs, Longstreet describes the bullet as passing through his throat and right shoulder, causing his right arm to immediately go limp at his side. Despite the excruciating pain and the presence of blood in his mouth and throat, Longstreet managed to issue orders and communicate with a whispery voice. The conventional narrative suggests that the bullet entered from the front as Longstreet was riding towards his troops. However, this explanation fails to account for the long-term loss of movement in his arm and his persistent hoarseness. A more plausible explanation lies in the possibility of a nerve injury originating from his back, caused by the soldiers who were either kneeling or lying prone behind him. The bullet then passed through his throat as it exited, providing a more coherent explanation for the observed medical facts.

The coordination of attacks on the Union line along the Brock Road was hindered by Longstreet's inability to command. Despite advising Lee to continue the attack, Lee chose to delay the movement until his forces could be realigned. Unfortunately, this delay provided the Union defenders with ample time to reorganize and strengthen their position. As the Confederates moved forward through the heavy brush, their lack of cohesion became evident, and they encountered obstructions in front of the Union line. It was at this point that Hancock's experienced troops successfully halted the Confederate advance. Although the Confederates briefly gained a foothold and planted their flags on the burning works, the Union troops swiftly counterattacked and reclaimed their position. According to General Alexander’s memoirs: "I have always believed that, but for Longstreet's fall, the panic which was fairly underway in Hancock's [II] Corps would have been extended & have resulted in Grant's being forced to retreat back across the Rapidan."

On May 6th, AP Hill's corps, which had borne the brunt of the previous day's fighting, was not prepared for a repeat onslaught at dawn. Despite the advice of Generals Heth and Wilcox, Hill believed that Longstreet's presence on the field was necessary before he could continue the engagement. But Longstreet was late; when Hancock launched another attack, only Lt Col William Poague's artillery was holding the line, but it was beginning to falter. However, the entry of a Texas brigade from Longstreet's corps onto the field provided a glimmer of hope.

Knowing that a counterattack would save the day, Lee himself prepared to lead it but was stopped by the Texas men, who shouted “Lee to the rear”.

The potential destruction of AP Hill's corps might have occurred if General Ambrose Burnside had acted more swiftly upon receiving orders to advance. However, once again, Burnside failed to recognize the significance of the situation and did not launch an attack that could have altered the course of the battle.

Brig Gen John B Gordon's prominence within the Confederate command structure was solidified during this particular battle. On May 5, his brigade effectively counterattacked and repelled a Federal advance at Saunders Field. The following day, Gordon executed a highly successful flank attack, resulting in the capture of numerous Union soldiers and two Union generals. Although Gordon had initially proposed this maneuver at dawn, his superiors dismissed his suggestion. Positioned on the left flank of the Confederate line, Gordon's scouts informed him that his brigade extended well beyond the right end of the Union line. To confirm this report, Gordon personally conducted a reconnaissance. Eventually, Lee granted Gordon permission to launch his attack that afternoon. According to Gordon's memoirs, had he been authorized earlier, a flank attack could have enveloped the Union right flank. However, Generals Early and Ewell delayed due to incorrect intelligence suggesting that the Union IX Corps was reinforcing the area, and they were reluctant to engage with an outnumbered force.

The attack by Gordon gave rise to a couple of intriguing anecdotes of the war. When a staff officer urged Grant to retreat, claiming that Lee would cut him off from the ford, Grant became angry, telling the officer that he was tired of always hearing what Lee was going to do. He ordered the man to stop thinking about Lee and start thinking about what they were going to do. It has also been rumored that the tough day of fighting caused Grant to become emotional that evening alone in his tent.

Day 3: May 7

Both opposing forces entrenched and awaited an attack from the other army. Having come close to breaking each other's lines the previous day, both armies seemed satisfied with adopting a defensive stance. Recognizing the futility of further assaults in the Wilderness, Grant issued orders for Meade's army to withdraw under the cover of darkness. Additionally, Grant instructed Union engineers to dismantle the pontoon bridges at Germanna Ford. Despite enduring heavy casualties over the course of two days of intense fighting, Grant made the decision not to launch another attack or retreat. Instead, he opted to swiftly proceed towards Spotsylvania Court House, effectively positioning himself between Richmond and Lee's army.

Implications

The Union army experienced nearly 18,000 casualties in the Wilderness, almost twice as many as Lee’s army. But Grant’s troops were not dispirited. Previous Union commanders, Hooker and Burnside, had chosen to retreat after sustaining significant losses in battles against Lee. Therefore, the continued advancement of Union troops brought a sense of jubilation among the Federal forces.

Who won the battle? This question is essentially unanswerable. Neither side left the battlefield in retreat. Both armies had a very high rate of casualties in just 48 hours (Union 15.0% with 17,666 (2,246 killed) of 118,00 engaged; Confederate 16.7% with 11,033 (1,477 killed) of 66,140 engaged). Tactically, it was probably a draw. Strategically, Grant was able to advance, but Lee had prevented him from reaching Richmond. Indecisive is probably the best descriptor.

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Further Reading

· https://www.battlefields.org/learn/civil-war/battles/wilderness

· Gordon C Rhea, The Battle of the Wilderness, May 5-6, 1864. Baton Rouge, Louisiana: Louisiana State University Press, 2004.

· John B Gordon, Reminiscences of the Civil War. New York: Charles Scribner's Sons, 1904.

· Stecker, RM BlachleyJD. Arch Otolaryngol Head Neck Surg. 2000;126(3):353-359.https://jamanetwork.com/journals/jamaotolaryngology/fullarticle/404442

· Steere E The Wilderness Campaign. Mechanicsburg, Pa Stackpole Books1960;

· Longstreet J From Manassas to Appomattox. 2nd ed. New York, NY Da Capo Press Inc, 1992.

· Sorrel GM Recollections of a Confederate Staff Officer. New York, NY Konecky & Konecky, 1994.

· https://www.battlefields.org/learn/articles/lee-rear

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In late May 1861, slaves began fleeing to the Union outpost of Fortress Monroe, Virginia. When arriving, they were given sanctuary by the post’s commander, Major General Benjamin Butler. Richard Bluttal explains.

General Benjamin Butler during the US Civil War.

Newly arrived at Fortress Monroe, on May 23, 1861, Butler was confronted by the arrival of three fugitive slaves from the Confederate defensive works project across Hampton Roads. Faced with the looming prospect of being shipped to North Carolina to work on fortifications, Goodheart writes “the three slaves decided to leave the Confederacy and try their luck, just across the water, with the Union.”

As Civil War Emancipation has chronicled, they were they were not the first slaves to seek sanctuary in a Union military post. Soon after Lincoln’s inauguration in early March, slaves in separate incidents had presented themselves at Fort Sumter in Charleston Harbor and Fort Pickens near Pensacola, Florida. Consistent with the Fugitive Slave Act the slaves in both instances had been rebuffed and turned over to local authorities. The post commanders at Sumter and Pickens took this action on their own initiative and it was accepted by the Lincoln administration, still hopeful at that point for reconciliation with the slave states.

However, by the end of May the situation was very different. Confederate forces had attacked Fort Sumter on April 12 and forced its surrender. In response, Lincoln called for volunteers to restore federal authority in the South. Lincoln’s actions led four of the remaining eight slaves in the Union to secede, including Virginia. On the same day the three slaves appeared at Fortress Monroe, May 23, the Commonwealth’s voters had ratified secession.

Taking action

In this atmosphere of uncertainty, Benjamin Butler had to decide what action to take. His hand was forced by the arrival of a Confederate officer at Fortress Monroe under flag of truce demanding the slaves return. Adam Goodheart relates the encounter between Butler and the Virginian, Major John Baytop Cary.

Cary got Cary got down to business. “I am informed,” he said, “that three Negroes belonging to Colonel Mallory have escaped within your lines. I am Colonel Mallory’s agent and have charge of his property. What do you mean to do with those Negroes?”“I intend to hold them,” Butler said. “Do you mean, then, to set aside your constitutional obligation to return them?”Even the dour Butler must have found it hard to suppress a smile. This was, of course, a question he had expected. And he had prepared what he thought was a fairly clever answer.“I mean to take Virginia at her word,” he said. “I am under no constitutional obligations to a foreign country, which Virginia now claims to be.”“But you say we cannot secede,” Cary retorted, “and so you cannot consistently detain the Negroes.”“But you say you have seceded,” Butler said, “so you cannot consistently claim them. I shall hold these Negroes as contraband of war, since they are engaged in the construction of your battery and are claimed as your property.”

If anyone was qualified to devise, on short notice, a solid justification to hold slaves who had escaped Confederate custody, it was Benjamin Butler. A crafty litigator and politician from Massachusetts, Butler was a recently commissioned Major General who owed his appointment to Lincoln’s desire to solidify the support of Democrats like him that favored military action against the South. Butler would prove a dismal battlefield commander, but in this incident showed him to be a gifted administrator.

By declaring the three slaves “contraband of war,” Benjamin Butler did not challenge their status as property and by extension call into question of slavery’s legality. At this stage of the conflict, most political leaders in the North were eager to depict the developing conflict merely as a rebellion against legitimate government authority which had nothing to do with slavery. However, officers on the ground like Butler quickly realized the slaves were a significant military asset to the Confederacy, acting not only as laborers, teamsters, and in other support roles for the army, but also by keeping southern agriculture functioning allowing a much larger portion of the white male population to be available for military service than might otherwise have been the case. Hence, as property being used in support of a rebellion against the government, Butler’s “contraband of war” formulation legally justified the seizure of the slaves without immediately undermining their status as property. The Lincoln administration quickly acquiesced to Butler’s policy and Congress gave it the force of law in early August through the Confiscation Act of 1861.

Impact

What neither Butler nor leaders in Washington, D.C., reckoned on was the slaves’ response to his contraband policy. Soon other slaves began seeking sanctuary with Union forces, over 500 at Fortress Monroe alone by June 1861. The northern press soon dubbed these escaped slaves as “contraband,” a name initially resisted by some black leaders and abolitionists, but which even they eventually accepted.

But if the episode at Fortress Monroe demonstrated anything it was the fierce determination of the slaves to be free. A few slaves seeking sanctuary quickly became hundreds and then even more. As Adam Goodheart writes:

Within weeks Within weeks after the first contrabands’ arrival at Fort Monroe, slaves were reported flocking to the Union lines just about anywhere there were Union lines: in Northern Virginia, on the Mississippi, in Florida. It is unclear how many of these escapees knew of Butler’s decision, but probably quite a few did. Edward Pierce, a Union soldier who worked closely with the contrabands, marveled at “the mysterious spiritual telegraph which runs through the slave population,” though he most likely exaggerated just a bit when he continued, “Proclaim an edict of emancipation in the hearing of a single slave on the Potomac, and in a few days it will be known by his brethren on the gulf.”Within little more than a year, the stream of a few hundred contrabands at Fort Monroe became a river of tens — probably even hundreds — of thousands. They “flocked in vast numbers — an army in themselves — to the camps of the Yankees,” a Union chaplain wrote. “The arrival among us of these hordes was like the oncoming of cities.”

Undermining slavery

So the arrival of Union forces in a locality in the South, or even the prospect of their arrival, quickly began to undermine the institution of slavery, as slaves now had a place to escape from slavery with little fear of recapture. Yet without the initiative of the slaves this situation likely would have never arisen. Certainly, the slaves could not gain freedom on their own, but they determinedly pried at the tiniest fissure in the slave system made by the arrival of northern troops and the peculiar institution began to crumble under the weight of countless individual slaves fleeing it.

As Adam Goodheart relates, Lincoln administration policy about the contrabands quickly began to lag behind the reality on the ground. So much so, that the Preliminary Emancipation Proclamation, which was announced in September 1862, in many ways was merely playing catch up. Goodheart ends his story with an anecdote that captures that situation well. He writes:

On the On the September day of Lincoln’s edict, a Union colonel ran into William Seward, the president’s canny secretary of state, on the street in Washington and took the opportunity to congratulate him on the administration’s epochal act.Seward snorted. “Yes,” he said, “we have let off a puff of wind over an accomplished fact.”“What do you mean, Mr. Seward?” the officer asked.“I mean,” the secretary replied, “that the Emancipation Proclamation was uttered in the first gun fired at Sumter, and we have been the last to hear it.”

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Many figures throughout history stand as beacons of hope, courage, and change. Among them, Martin Luther King Jr. shines as a luminary of the Civil Rights Movement, whose vision of equality and justice resonates across generations.

However, his life was abruptly cut short by an assassin's bullet on April 4, 1968. Yet, what if that tragic event had never occurred? What if Martin Luther King Jr. had lived to see his dreams fully realized?

Terry Bailey considers.

Dr. Martin Luther King, Jr. at the Civil Rights March on Washington, D.C. in August 1963.

This speculative exploration delves into the alternate reality where his assassination never happened, pondering the impact on civil rights, social justice, and the course of American history.

In a world where Martin Luther King Jr. survives, the struggle for civil rights would undoubtedly continue, albeit with a different trajectory. King's leadership and moral authority would have provided ongoing inspiration and guidance to activists and advocates. The Civil Rights Act of 1968, also known as the Fair Housing Act, might have faced less resistance and achieved broader implementation under King's advocacy.

His unwavering commitment to nonviolent protest and civil disobedience could have continued to shape the tactics and strategies employed by movements for racial equality. However, King's continued presence would not have necessarily ensured a smooth process and progress.

The Civil Rights Movement was a complex tapestry of diverse voices and ideologies, and internal tensions were already emerging before his death. Disputes over strategy, goals, and priorities probably would have intensified in the absence of a unifying figure like King. Nevertheless, his ability to bridge divides and rally support across racial, religious, and socioeconomic lines could have helped navigate these challenges and keep the movement focused on its core principles.

Beyond civil rights

Without the abrupt end to his life, Martin Luther King Jr. would have had the opportunity to further refine and expand his message beyond civil rights. Already, he had begun to address issues of economic inequality, advocating for economic justice and the eradication of poverty. In the years following 1968, King might have intensified his efforts to address systemic injustices that perpetuated economic disparities among racial minorities.

His vision of a "Beloved Community," where all people live in harmony and mutual respect, might have inspired broader movements for social change. Issues such as environmental justice, LGBTQ+ rights, and global peace could have found resonance within King's moral framework, broadening the scope of his influence and legacy.

The political landscape of the United States would have been significantly influenced by King's continued presence. His moral authority and charismatic leadership could have propelled him into a more prominent political role, whether as an elected official or as a trusted advisor to policymakers. King's advocacy for voting rights and political participation might have led to increased voter turnout among marginalized communities, reshaping electoral dynamics and empowering historically disenfranchised groups.

Moreover, King's influence could have extended beyond domestic affairs to shape America's foreign policy and international relations. His commitment to nonviolence and diplomacy might have influenced the nation's approach to conflicts abroad, fostering a more humanitarian and cooperative stance on issues of global significance.

Activism

In a world where Martin Luther King Jr. survived, his legacy would have continued to inspire generations to come. His speeches, writings, and actions would remain touchstones of moral courage and social activism, studied and celebrated in schools, universities, and communities worldwide.

The annual observance of Martin Luther King Jr. Day, (officially the Birthday of Martin Luther King Jr. the federal holiday in the United States observed on the third Monday of January each year), might have taken on even greater significance, serving as a call to action for social justice and equality.

However, the passage of time might also have obscured some aspects of King's legacy, as historical figures are often subject to reinterpretation and selective memory. Controversies and criticisms that arose during his lifetime might have resurfaced or evolved in unforeseen ways, challenging the prevailing narratives. Yet, amidst the complexities and ambiguities of history, Martin Luther King Jr.'s enduring impact on American society and beyond would remain undeniable.

Conclusion

The hypothetical scenario of Martin Luther King Jr. surviving his assassination invites reflection on the enduring significance of his life and legacy. While we can never know with certainty what might have transpired in such an alternate reality, we can draw inspiration from his example and continue the work of building a more just and equitable world.

As we commemorate his achievements and honor his memory, let us also recommit ourselves to the unfinished work of realizing his dream. For in the words of Martin Luther King Jr. himself, "The arc of the moral universe is long, but it bends toward justice."

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On March 25, 2021, the Modern Greek State celebrated the 200th anniversary of the War of Independence, which ultimately led to its establishment. It is thus an excellent opportunity to reconsider some of the main events of Greek history over these 200 years and how they shaped the character of modern Greece.

This series of articles on the history of modern Greece started when the country was celebrating the 200th anniversary of the War of Independence. This article starts by looking at what happened as the Greek Civil War ended and the 1950s emerged, and ends by looking at the years of dictatorship – and the loss of part of Cyprus. Thomas P. Papageorgiou explains.

You can read part 1 on ‘a bad start’ 1827-1862 here, part 2 on ‘bankruptcy and defeat’ 1863-1897 here, part 3 on ‘glory days’ 1898-1913 here, part 4 on ‘Greeks divided’ 1914-22 here, part 5 on the issues of clientelism here, and part 6 on World War2 and a new divide here.

The leaders of the 1967 Greek military coup d'état. They are Stylianos Pattakos, Georgios Papadopoulos, and Nikolaos Makarezos. Source: Available here.

I Introduction: Power pillars after the civil war

Throughout the civil war and after that Greek remained a parliamentary democracy. To a certain extend and especially during the years of the fighting this was because of the need of the Americans and the British to appear to the public as supporters of a democratic regime that faced an imminent communist threat. Three very general political groupings could be distinguished that corresponded to right-center-left wings: The Right wing of the political spectrum was covered by the traditional anti-Venizelism, loyal to the throne and anti-communist. The Center had its historical roots in the Venizelist space that distinguished it form the right and was opposed to the communist left. The Left included non-communist components but was dominated by the Communist Party. (Rizas, 2008, pp. 17-22)

The latter was declared illegal, as post war Greece was an anti-communist cold war democracy pursuing the political and social exclusion of the Left, and thousands of its former partisans were imprisoned on remote Greek islands or excluded from state jobs. (Heneage, 2021, p. 204) Nevertheless, Greece never reached Stalinist Russia and there was much more freedom in the country compared to Franco’s Spain or Tito’s Yugoslavia. Thus, the Left had the opportunity to participate in the political arena with the United Democratic Left (Eniea Dimokratiki Aristera – EDA), a party whose control from the communists was an open secret, achieving good elections results. Furthermore, clientelism and the powerful and ubiquitous networks of the Greek family were always present and managed to mitigate the effects of political and social exclusion. It was not unusual then for leftists to be recruited into the public sector, from which they were officially excluded, through family political networks. (Kalyvas, 2020 (3rd Edition), pp. 169-170) (Heneage, 2021, p. 206)

Within this framework there were also extra-parliamentary pillars of power. First, there was the palace and the king. The role of king George II was reconfirmed with the referendum of 1946, (Papageorgiou, History is Now Magazine, 2023) but he died soon after in April 1947 and was replaced by his son Paul. The palace would try to shape the political scenery according to its likings. This led the king to consecutive ruptures with all political wings and, from time to time, with the Army. (Rizas, 2008, p. 24)

The Army was the winner of the civil war and foremost agent of anti-communism. Although in the past the officers looked for political patronage with only some autonomous action (Papageorgiou, History is Now Magazine, 2023), by 1949 the Army was a well-organized and well-equipped mechanism with war experience and confidence. It felt a kind of detachment and contempt for parliamentarism, although the stance of individual officers against the palace, on foreign policy issues and on certain parties and politicians varied. In any case, the real possibilities of the political establishment to control the military apparatus were small. (Rizas, 2008, p. 25)

Finally, there was the American factor. For Washington, Greece had critical geopolitical interest as part of the ‘northern frieze’, together with Turkey and Iran, that would prevent soviet access to warm waters in the Near and Middle East. Thus, they favored a political establishment consistent with this end. The political parties in Greece on the other hand, although with gradations among them and except for the communist Left, favored the integration to the US sphere of influence as a deterrent to the ‘threat from the North’, where traditional enemies, like Bulgaria, now joined the communist bloc. As they lacked the means for the country’s recovery, essential for their survival, and the retention of sufficient military force, American help was essential. The fragmentation of the political forces facilitated further the American intervention, but occasionally the latter faced strong political movements. Thus, the USA was neither the all-powerful factor that steadily and unimpededly shaped the scene at will, as a popular narrative of part of the historiography and political-journalistic literature claims, but nor the non-participating observer of Greek politics, without interests and perceptions, as they claimed from time to time in Washington. (Rizas, 2008, pp. 32-34)

II The way to dictatorship

Attempts for reconciliation (1949 – 1952)

It is only natural that the Greeks should look for reconciliation amongst the rivaling parties after the end of the civil war. The Americans wanted the ratification of the end of the war and the reconciliation of the main political factions to come through the people’s vote. A new, more representative parliament, compared to that running the country during the civil war, was necessary. (Tsoucalas, 2020, p. 172) In fact, it was time for the struggle to become political and mostly economical with significant means for the necessary reconstruction arising from bold cuts in military spending. (Rizas, 2008, p. 64) American influence was ensured as foreign aid at the time covered 90,6 % of the deficit in the balance of foreign payments, 80,7 % of public spending for the reconstruction and 56,7 % of the Greek fiscal deficit. (Rizas, 2008, p. 119) Thus, the elections took place on the 5th of March 1950 using the electoral system of proportional representation.

The elections showed a clear lead for the Center – Left parties. This adds to the controversy over their decision to abstain from the 1946 elections, after which the civil war entered its most lethal phase. (Papageorgiou, History is Now Magazine, 2023) Charged with the mission of implementing a policy that would seek to overcome the consequences of the civil war and emphasize on reconstruction and income redistribution, they failed to stand up to the occasion yet again though. Their division into several groups spreading from the Center – Left to the Center – Right (Nikolaos Plastiras, Georgios Papandreou and Sophocles Venizelos, the son of Eleftherios, were leading the most important ones), hostile to one another, rendered cooperation difficult in matters such as that of general amnesty and the policy of leniency towards those exiled, imprisoned (including death row inmates) or prosecuted as communists. (Tsoucalas, 2020, p. 172)

Things were further perplexed by international developments at that time. The Korean War (25th June 1950) completely changed the perceptions and priorities of the Americans. (Rizas, 2008, p. 75) The Marshall plan was to expire in 1952 (Rizas, 2008, p. 60) and American support was reduced from 250 million dollars in 1950-51 to mere 84 million in 1952-53. At the same time there was no talk anymore for a cut in military spending that took 10 % of the national income in 1951. (Rizas, 2008, p. 123) This led to a complete revision of an ambitious 4 year program elaborated in 1948 aiming at the exploitation of the national water and mineral resources for electrification, which was a prerequisite for the country’s industrialization as a means of economic growth and poverty alleviation. The Americans were not favoring industrialization anymore suggesting alternatives for economic growth, like tourism. This created resentment in political circles and the public opinion, which perceived the American policy as imposing colonial terms on the Greek economy. (Rizas, 2008, pp. 120 - 121) In fact, the most famous monography on the development of Greek heavy industry at the time came from the communist Dimitris Batsis. (Batsis, 1977 (11th Edition)) Its author, together with 3 more members of the communist party (Nikos Beloyiannis, Ilias Argyriadis and Nikos Kaloumenos), were executed as spies in March 1952, as the anti-communist vigilance intensified again. (Tsoucalas, 2020, p. 174)

In a nutshell, the Cold War climate after 1950 imposed that the development effort would have to be undertaken and paid for with mostly Greek resources, making the stabilization of the economy by any possible means, while at the same time maintaining a high level of military forces and spending, paramount. (Rizas, 2008, p. 120 ) Thus, the Centrist governments implemented a strict stabilization program, which cost them electoral losses and paved the way for the ascent of the conservative Right to power. (Rizas, 2008, pp. 125 - 129)

The conservative Right to power (1952 – 1963)

Alexandros Papagos

The dominant figure of the Right was field marshal Alexandros Papagos. Coming from the high Athenian society, he was Chief of the Army General Staff at the beginning of the Greco-Italian war of 1940 and later assumed the rank of major General of the Army. He was arrested during the occupation and sent to a concentration camp in Germany until 1945. The military stalemate of 1948, during the civil war, was the reason for the return to his duties as commander in chief. In this capacity he managed to close the war against the communists victoriously and received the title of field marshal in October 1949 at the age of 66. (Rizas, 2008, pp. 60 - 61)

Papagos’ profile obviously matched the political climate of the time as he was surely anti-communist and further posed as an alternative to a political establishment in crisis. (Rizas, 2008, p. 93) Nevertheless, a dictatorship was not an option for Washington. The Americans would not object though, if Papagos ran for office and was elected. (Rizas, 2008, p. 79) To this end he had to resign from his post, which he did in May 1951. His resignation caused reactions in the Army and members of the Sacred Bond of Greek Officers (Ieros Desmos Ellinon Axiomatkon - IDEA), a secret military organization, which, according to its Constitution, ‘should establish a dictatorship if the political leaders were unable to protect the country’s national interests, namely to contain communism’, (Arvanitopoulos, 1991, p. 99)(Tsoucalas, 2020, pp. 208-209) occupied the General Staff building, the radio station and other places in Athens. The movement ended within a day by the intervention of Papagos, which proves that at the time of his resignation he was in full control of the armed forces. (Rizas, 2008, p. 83) (Tsoucalas, 2020, σ. 209) Furthermore, characteristic of the Army’s power and independence was the fact that grace was granted to those involved in the movement and the matter was closed there. (Rizas, 2008, p. 90) This came to the dismay of the palace as the king particularly disliked the fact that Papagos was not willing to go into politics under his tutelage. (Rizas, 2008, p. 82) He even tried to bring the Army under his influence after Papagos’ resignation, but this met the opposition of the Americans. (Rizas, 2008, pp. 84, 85, 95, 99 - 100)

Nevertheless, one thing on which there was a consensus within the power establishment at that time, with the exceptions of the Left, was the need to join a collective security system. (Rizas, 2008, p. 112) The difference was that for the Center this was perceived as an opportunity to deter the threat from the communist countries in the north with reduced military spending (Rizas, 2008, p. 122), whereas Papagos believed that Greece could ensure its inclusion in the allied planning only if it maintained a significant military capability. (Rizas, 2008, p. 109) In any case, Greece’s participation in the Korean War, in response to the United Nations appeal for assistance, (Wikipedia, 2023) was included in this context, and the country finally joined the North Atlantic Alliance (NATO), together with Turkey, in February 1952. (Rizas, 2008, p. 117) (Tsoucalas, 2020, pp. 213-214)

Papagos’ party, the ‘Greek Rally’, came to power a few months later in November, winning 49.2 % of the votes and 247 out of 300 seats in the parliament. (Rizas, 2008, p. 130) His predominance was facilitated by the fact that the elections were in this case conducted using a majoritarian electoral system. In fact, the changes of the electoral system in a way to facilitate the formation of strong one-party governments away from collaboration is a characteristic of the parliamentary system of Modern Greece that remains to this day. (Tsoucalas, 2020, p. 200) This tactic obviously reinforces the phenomena of division and the client state. The result of EDA (9,6 %) confirmed the existence of a hard core of communists, but the party was left out of parliament. (Rizas, 2008, p. 131)

This did not go unnoticed by Papagos, who established a bureaucracy of ‘national security’ imbued with anticommunism, whose activity would normally remain opaque. The Central Intelligence Service (Kentriki Ypiresia Pliroforion – KYP) was established in May 1953. (Rizas, 2008, p. 132) He also completed Greece’s integration into the Atlantic security system with the bilateral Greek – American agreement on granting military bases to the USA in October 1953. While the agreement is linked to NATO’s strategy, the operation of the bases was controlled exclusively by the Americans. (Rizas, 2008, p. 162) Further concessions to the Americans included the use of the Greek road and rail network by the American armed forces, low fees and tax exemption for the American activities, and the granting of US military and civilian personnel the right of separate jurisdiction. (Tsoucalas, 2020, p. 216)

Papagos’ government made an opening to Europe as well, in view also of the reluctance of the Americans to finance the Greek development program, as we saw before. The outstanding pre-war public debt, whose settlement was not allowed by Greek public finances, resulted in the creation of the European credit mechanism. The Greek government submitted specific projects to foreign governments, which they undertook to finance indirectly or directly, often in the form of export guarantees. From now on, West Germany will become Greece’s most important economic partner. (Rizas, 2008, p. 163)

In the field of foreign policy, the minister of foreign affairs Stefanopoulos signed the Balkan Pact with Yugoslavia and Turkey in February 1953 followed by a military agreement in August 1954. The Balkan Pact was perceived as a way for the Western allies to bring Yugoslavia into their sphere of influence in case of Soviet aggression. (Wikipedia, 2023)The undertaking was short-lived though after Tito’s reconciliation with post-Stalinist Soviet Union and the conflict between Greece and Turkey over the Cyprus issue. (Rizas, 2008, p. 163) (Tsoucalas, 2020, pp. 216-217) The latter arose after an unofficial referendum on the island in 1950 that called for a unification with Greece (Wikipedia, 2023). Nevertheless, whereas previous governments avoided raising the issue as there were other priorities, e.g. joining NATO, and British opposition was fierce, (Rizas, 2008, p. 166) Papagos worked more intensively on it. As we have seen, Great Britain obtained Cyprus from the Ottoman Empire and by 1950 the island was ruled by the British for almost 70 years. (Tsoucalas, 2020, pp. 217-218) (Papageorgiou, History is Now Magazine, 2021)

For Papagos and most of the Greeks unification with Cyprus was a matter characterized by strong emotional and psychological charge. (Rizas, 2008, p. 167) Although the catastrophe of the Asia Minor Campaign practically put an end to Greece’s concept of the ‘Great Idea’ for expansion to its ancient territories (Papageorgiou, History is Now Magazine, 2023), here we find remnants of exactly this concept. (Rizas, 2008, p. 165) Facing fierce British opposition on a bilateral level, Papagos tried to internationalize the issue by appealing to the United Nations in August 1954. The appeal was fruitless as it also met the American reaction. (Rizas, 2008, p. 168) The Americans had made it clear to Athens, that Greece had to devote itself to its economic and social reconstruction and political stabilization and that its general situation did not allow for redemptive adventures. (Rizas, 2008, p. 166)They also considered the need to safeguard Cyprus’ strategic advantages for Britain, that was now on retreat from the Middle East and Suez, and the Western security system. (Rizas, 2008, p. 167)

The next step for Athens was to recourse to armed action. This started on the 1st of April 1955 by the National Organization of Cypriot Fighters (Ethniki Organosis Kyprion Agoniston – EOKA) led by the Greek Cypriot colonel of the Greek Army Georgios Grivas. (Wikipedia, 2023) The British responded to the increased Greek and Greek-Cypriot pressure by bringing Greece’s arch-rival into the game. In August 1955 they convened a tripartite conference in London with the participation of Turkey. (Tsoucalas, 2020, pp. 220-221) (Rizas, 2008, p. 169)

Turkey was opposing Cyprus’ unification with Greece for strategic reasons. It did not want the completion of a chain of islands enclosing the Turkish coast from the northern Aegean to the south. To this end it used the Turkish Cypriot minority that made up 18 % of the island’s population. The Turkish position does not accept minority status for the Turkish Cypriots and considers that their presence should be equal in the management of the affairs of the island. In fact, in 1955-56 Ankara went through a maximalist phase requiring either the continuation of the British rule or the return of the island to Turkey as the successor of the Ottoman Empire. (Rizas, 2008, pp. 167 - 168) Thus, the tripartite conference failed completely, because of the unbridgeable approaches of the participants. To make things worse for the Greeks, the Greek minority in Constantinople suffered a pogrom because of the tension. (Tsoucalas, 2020, p. 221) (Wikipedia, 2023)

The US and British stance on the Cyprus issue caused the dissatisfaction of the Greek public opinion, including that of the Right press. (Tsoucalas, 2020, p. 222) The Left saw an opportunity to cause a rift in pro-Atlantic perceptions and in the nexus of international and internal arrangements of the post-civil war era. (Rizas, 2008, p. 165) Stalin’s death in 1953 brought about a change in the rigid and dogmatic practises of the Communist Party, which would now seek cooperation with the Center-Left and Center parties on the basis of a joint effort to oust the ‘Greek Rally’ from the government. Indeed, in the municipal elections of November 1954 the joint candidates of the Center-Left and the Left clearly prevailed in the three largest cities, Athens, Thessaloniki and Piraeus, and showed good results in a number of other municipalities as well. (Rizas, 2008, pp. 139 - 140)

The most significant development after the municipal elections of 1954 was Papagos’ illness (he eventually died in October 1955), that created the need for his succession to the leadership of the ‘Greek Rally’ and the premiership. The case as it developed is simultaneously indicative of the structural weakness and opacity of the Greek political and party system. As there is no stable party structure and institutionalized process of intra-party functioning and leadership succession, due to the political culture and tradition that structures party organization around persons, the natural eclipse of the leading figure allows informal processes to fill the gap, in which extra-parliamentarian factors have a prominent role. (Rizas, 2008, p. 156) The result of such processes including the extra-parliamentarian power pillars described in section I as well as interest networks formed by politicians and businessmen (see next section) resulted in Konstantinos Karamanlis taking over as prime minister. (Tsoucalas, 2020, pp. 209-212)

Konstantinos Karamanlis

Konstantinos Karamanlis is the founder of one of the few families that ruled over modern Greece (other famous ones include those of Trikoupis, Venizelos, Papandreou and Mitsotakis) significantly reducing the inclusiveness of the Greek political institutions. (Papageorgiou, History is Now Magazine, 2021) He was the minister of public works in the Papagos’ administration and his rise through the ranks of the Greek politics was quick after World War II . (Wikipedia, 2023) Karamanlis had the support of the palace (Rizas, 2008, p. 145) (Tsoucalas, 2020, pp. 209, 232) and king Paul gave him the mandate to form a government on the 5th of October 1955. (Rizas, 2008, p. 160) For the Americans, that after Papagos’ death turned to the king, who had the institutional capacity to be a factor of anti-communism continuity (Rizas, 2008, p. 152), this was a welcome development. The Left was on the rise again (see above) and the Americans were interested in the retainment of the Right in power (Rizas, 2008, p. 145), although the armed forces constituted a backup security force for the political and social establishment in case of exhaustion of the parliamentary means. (Rizas, 2008, p. 172) The British embassy was in agreement. (Rizas, 2008, p. 144)

This foreign consent was interpreted by the opposition press as the result of Karamanlis’ unpopular opinion referring to the need for a compromise solution to the Cyprus issue. (Rizas, 2008, p. 155) The fact was that there was a revision of the British strategic needs in Cyprus. London had concluded that to fulfill British commitments in the Middle East it was sufficient to maintain military bases in Cyprus rather than rule over the entire island. (Rizas, 2008, p. 241)The British made it clear that the Cyprus issue now depended very much on Turkish perceptions and sensitivities, which had to be taken into account as a priority, if the Western powers did not want to alienate a necessary ally in the critical region of the Middle East. (Rizas, 2008, p. 239)

Eventually, the idea of unification with Greece was given up and Cyprus was proclaimed an independent state on the 16th of August 1960. The organization of the new state was based on the London and Zurich agreements of February 1959. (Wikipedia, 2022) These were met with displeasure in Greece, also by a portion of the officers corps, as the position of the Turkish – Cypriots was strengthened and the new state would operate under international and constitutional restrictions that contradicted the right of the majority to direct Cypriot affairs as they wished. In fact, the content of the agreements was considered roughly equivalent to national concession, abandoning the ideal of the union. (Rizas, 2008, pp. 233, 244) (Tsoucalas, 2020, p. 225) The leader of the Center Georgios Papandreou pointed out that with the London and Zurich agreements it was the first time that Turkey was returning to territory it had lost after the establishment of the modern Greek state. (Rizas, 2008, p. 245) Greece was on the retreat.

Karamanlis’ attempt to put the Cyrpus issue ‘on the self’ was done in order to manage to deal with the financial problems as a priority. (Rizas, 2008, p. 155) In fact, as minister of public works he had already won the admiration of the US Embassy for the efficiency with which he built road infrastructure and administered American aid programs. (Wikipedia, 2023) Furthermore, his premiership initiated the beginning of a period, that extended well into the 1970s, in which GDP grew nearly 7 % a year and per capita income trebled. It wasn’t far short of the German postwar miracle. (Heneage, 2021, p. 204) Karamanlis’ administration also pursued the association with the European Economic Community and the relevant agreement was signed in Athens in July 1961. (Rizas, 2008, p. 248)

Nevertheless, the Greek economic development of the 1950s and 1960s was based on foreign support (also in the form of tourism), that did not favor the industrialization of the country, (Tsoucalas, 2020, p. 184) shipping and state intervention. (Tsoucalas, 2020, pp. 190-191) (Rizas, 2008, p. 257) Favorable arrangements with Greek and foreign businessmen repeatedly provoked discussions of ‘colonial-style’ contracts, while the state’s capabilities (i) in selecting ‘partners’ to lease state-owned enterprises or (ii) to lend to commercial and industrial activities from state-controlled banks are such that they have certainly created networks of public and private interests (Rizas, 2008, pp. 258 - 259)starting a tradition that continues to this day. In fact, the Governor of the Bank of Greece at that time Xenophon Zolotas criticized the mentality of the Greek ‘entrepreneur class’ and the failure of the banking system to work against this mentality aiming at the hoarding of profits or the acquisition of consumer goods rather than the use of these profits for productive investments. (Rizas, 2008, p. 260) (Tsoucalas, 2020, p. 188)

It is then not inexplicable that from 1951 to 1963 405 thousand Greeks left the country in search for better luck elsewhere. Actually, the annual remittances to their families back home reached 173 million dollars in 1963 contributing also to the country’s development. (Tsoucalas, 2020, p. 191) By 1980 immigration would exceed 1 million, that is about a quarter of Greece’s active workforce. (Eleftheratos, 2015, p. 182) (Heneage, 2021, p. 204)Thus, the country continued to foster non-inclusive political and financial institutions, as discussed also previously (Papageorgiou, History is Now Magazine, 2021), which according to Acemoglu and Robinson are characteristic of a failed state. (Acemoglu & Robinson, 2013)

Karamanlis and the Right was also accused, not unjustly, of authoritarianism and oppression. After his appointment as a prime minister he reorganized the ‘Greek Rally’ as ‘National Radical Union’ (Ethniki Rizospastiki Enosi -ERE), that concluded the transformation of the old anti-Venizelist faction to a conservative party of the post-war era, (Rizas, 2008, p. 174) and asked for the affirmation of the king’s choice through the public vote in February 1956. This was the first time that the Greek women were granted with voting rights. (Rizas, 2008, p. 179) He won only thanks to a carefully chosen electoral system that gave him 165 seats in the parliament with 47,4 % of the votes against the Center-Left alliance that gathered 48,1 % but only 132 seats. This immediately raised issues of political legitimation for the government. (Rizas, 2008, p. 181) (Tsoucalas, 2020, p. 233) Karamanlis’ position was nevertheless strengthened with another round of elections in May 1958, (Rizas, 2008, p. 204) but the result reserved the unpleasant surprise of EDA becoming the largest opposition party. (Kostis, 2018, p. 333) (Tsoucalas, 2020, p. 233)Karamanlis then responded with the intensification of police action against the Left, arrests and deportations. (Rizas, 2008, p. 206) (Tsoucalas, 2020, p. 234) When a third round of elections came in the autumn 1961 the leader of the Center Georgios Papandreou accused Karamanlis that he used the oppressive state mechanism set up by the Right during its rule, the army and paramilitary organizations against all rival parties and ERE’s victory was seen as the product of force and fraud. (Tsoucalas, 2020, pp. 201-207) (Kostis, 2018, p. 333) He called the people to an ‘unyielding struggle’ (Tsoucalas, 2020, pp. 239-242) that managed to mobilize the electoral base of the Center as well as wider social strata, especially since the demand for new elections was linked to other political, economic and social issues such as the Cyprus issue, unemployment, poverty and immigration described above. (Rizas, 2008, p. 269) The tension culminated with the assassination of EDA MP Grigoris Lambrakis in May 1963 by a right-wing extremist organization under conditions that made even Karamanlis wonder ‘Who in God’s name is running this country?’. The truth is that Karamanlis’ relations with the other power pillars of section I were worsening after 1961 and especially the palace, that was also targeted by the ‘unyielding struggle’, was looking for a way out of the crisis. Karamanlis was replaced as prime minister by another king’s man, Panagiotis Pipinelis, but it became obvious that the only way to relief the tensions was free elections. These took place in November 1963 and Papandreou’s ‘Centre Union’ (Enosi Kentrou – EK) removed Karamanlis’ ERE from the government. The twelve-year rule of the Right had ended. (Tsoucalas, 2020, pp. 242-245)

The short-lived government of the Center (1963 – 1965)

The Center won, but the majority in Parliament was small (42% of the votes and 138 seats against ERE’s 39.4% and 132 seats) (Rizas, 2008, p. 284) (Tsoucalas, 2020, p. 245) and the reaction of the, much closer to the Right, Army to the result of the elections unknown. Thus, Papandreou avoided extensive interventions in the latter at this phase and sought new elections, to obtain an independent majority in the Parliament. (Rizas, 2008, pp. 285, 292) Indeed, the Army remained in the barracks and Centre Union won an overwhelming majority of 52,7% of the votes and 171 seats (out of 300 in total) in the elections of February 1964. (Rizas, 2008, p. 293) (Tsoucalas, 2020, p. 247)

Significant changes in the social stratification of the country had occurred since the last government of the Center. The economic conditions described above did not cause only external but internal immigration as well. Whereas in 1958 the ratio of rural to urban income per capita was just over half (220 to 437 dollars), by 1964 it was significantly less (282 to 621). (Rizas, 2008, p. 295) No wonder then that the rural dwellers sought for a better fortune in the cities. The urban population increased from 37.7% in 1951 to 43% ten years later with another 13% living in semi-urban areas. 62.7% of this increase was absorbed by the city of Athens. By 1961 Greece’s capital had a population bigger than the total urban population of the rest of the country and was established as the most important center of the socio – economic life. It absorbed more than 50% of those working in the industry, received 80% of the country’s imports, paid 75% of the direct and 65% of the indirect taxation, the income of its population was 40% higher than the average national income, bought more than 50% of the daily newspaper sheets, had the highest amount of hospital beds, 85% of qualified doctors and housed the bulk of those working in the public sector. (Tsoucalas, 2020, pp. 181 - 182) This dominance of Athens remains to this day.

Papandreou increased the agricultural subsidies from 2.6 to 4.4% of the state budget, (Rizas, 2008, p. 297) (Tsoucalas, 2020, p. 250) but this could do little to reverse the fact that Greece had also entered the stage of mass urban societies when the spirit of the 1960s was spreading through the western world. (Wikipedia, 2023)Combined with an ongoing economic boom, under the name ‘Trente Glorieuses’ in France (Wikipedia, 2023) or ‘Miracolo Economico’ in Italy (Wikipedia, 2023), this drove the demand for increased consumption and services through an income redistribution. Thus, Greece could not remain unaffected. (Rizas, 2008, p. 299)

Indeed, EK raised the daily wages, pensions, instituted vacations pay equal to ½ of the monthly salary and generally aimed at boosting the demand as a driver of accelerating economic growth. The result was that the increase in consumption exceeded the productive capacity of the domestic industry. In 1965, for the first time the value of industrial output exceeded the value of agricultural output. Thus, the Greek bourgeoisie also had every reason to be satisfied with the economic policy of EK during this period. Protective tariffs were in place, the credit process was simplified, prices were kept at stable heights and economic growth reached 8%. Business was going well, and profits were high. (Tsoucalas, 2020, pp. 250 - 251) (Rizas, 2008, pp. 297 - 298)

The liberal, redistributive, and developmental spirit of the time was also present in Papandreou’s highly popular educational reform. He increased the time of compulsory education from six to nine years and established messes in elementary schools and scholarships for high schools to facilitate the access of children from the weaker social classes to them. To this end, the vernacular was also established as an equal language with the so called ‘clean’ (kathareuousa), that was based on the ancient Greek language and was mostly used by the elitist social strata. Ancient texts were also now to be taught translated in high school. The tuition and examination fees in higher education were abolished and a new university was established in Patras. Plans for two more in Epirus and Crete were laid. Finally, the Pedagogical Institute was also created, responsible for applied educational research, the creation of syllabi and the renewal of textbooks. (Rizas, 2008, σσ. 301 - 303) (Tsoucalas, 2020, p. 252)

In foreign policy, once again, the Cyprus issue was dominant. Here Athens did not have the control of the developments and Papandreou was particularly worried about the unbound and uncontrolled initiatives of the Greek-Cypriot leader and first President of Cyprus Archbishop Makarios. (Rizas, 2008, p. 312) The latter announced in December 1963 his intention to proceed with a unilateral revision of the constitution in order to limit the extensive veto rights of the Turkish-Cypriot minority. (Rizas, 2008, p. 307) (Tsoucalas, 2020, p. 226) This caused tensions and armed conflicts between the two communities that culminated to the dispatch of the United Nations (UN) peacekeeping force (UNFICYP) to the island in spring 1964. This marked the consolidation of a situation rather favourable to the Greek-Cypriot side, which in the meantime prevailed in 95% of the island’s territory and had under its full control the state apparatus. (Rizas, 2008, p. 310) Nevertheless, the bombardment, in August 1964, of Greek-Cypriot positions on the islands by the Turkish Air Force, following an attack on a Turkish-Cypriot village by the Greeks, indicated that Turkey was not going to give up its ambitions on the islands easily. (Tsoucalas, 2020, p. 227)

Apart from appealing to the UN, several alternatives to solve the crisis were also brought forward by the Americans and NATO going as far as the partition of the island between the two communities. The rejection of these plans by the Greek government were interpreted as the result of the influence of the prime minister’s son Andreas Papandreou. (Rizas, 2008, pp. 313 - 317)

Andreas Papandreou was an economist and former university professor in the USA. Nevertheless, he represented a more radical left wing within EK. (Tsoucalas, 2020, p. 253) This was met with scepticism by the Americans, especially after J. F. Kennedy’s assassination and the assumption of the presidency by Lyndon Johnson that marked a shift in American policy from the need for liberal openness to more traditional notions credible from the point of view of Cold War strategy. (Rizas, 2008, p. 358) Andreas was also perceived as an obstacle for the personal ambitions of many EK politicians that hoped to succeed his aged father. (Tsoucalas, 2020, p. 253) Some of these, like Konstantinos Mitsotakis (the father of today’s prime minister), had also strong reservations about the economic policy, as they considered that the capacity for further benefits of any kind had been exhausted, and the prime minister’s handlings regarding the Cyprus issue that created tension in the Greco-American relations. (Rizas, 2008, p. 345)

Thus, in spring 1965 started a sequence of events that led to the eviction of Papandreou from the premiership and are often treated as the product of conspiracy by the American factor in collaboration with the palace, where the new king Constantine II had succeeded his father Paul that died in 1964, and defectors within EK. In May, the existence of an officers’ organization under the name ASPIDA (shield) became public. (Rizas, 2008, p. 337) Its aim, according to the indictment, was the establishment of a Nasser-style dictatorship. Politicians were also, supposedly, involved among which was Andreas Papandreou. (Tsoucalas, 2020, p. 260) The government perceived the accusations as an attempt of the Right to purge the army of pro-government officers and contrary to his original stance Georgios Papandreou now decided to intervene. (Rizas, 2008, p. 339) His proposals, among which was to take over the ministry of national defence himself, were rejected by the king though. The prime minister felt obliged to resign. Before even submitting his resignation in writing, the king had already appointed a new government supported by ERE and dissidents (defectors) of the EK. By July 1965 Georgios Papandreou was ousted, and his son faced charges of high treason. (Tsoucalas, 2020, p. 261)

The colonels come to power (1965 – 1967)

The 25 years old king Constantine had overestimated his powers. The dismissal of Papandreou was in direct opposition to the principles of parliamentary democracy. The attempt to form a government with defectors from EK was met with disdain by the Greek people. After two years of the more liberal Papandreou government the latter would now express its dismay in a dynamic way. For weeks, hundreds of thousand of people would demonstrate against the methods of the defectors and the palace. (Tsoucalas, 2020, pp. 263 - 265)

Furthermore, the departure of the defectors from EK strengthened its more radical wing and Andreas Papandreou, who declared that: ‘The Nation’s infrastructure, transport and communication, the credit system and education must be owned by the state. In general, heavy industry should be state-owned and light industry private. There is a primary need to make efforts to limit or even eliminate heavy consumption and the import of luxury goods. It is necessary to stop the granting of monopoly privileges which help the entry of foreign capital.’ (Tsoucalas, 2020, pp. 268 - 269)Advocating national sovereignty, he also appeared skeptical of NATO and Greece’s integration into the European Economic Community. (Rizas, 2008, p. 391) The king was not spared from accusations of practices that exceeded the limits of constitutional monarchy and at the same time Andreas Papandreou was raising the issue of perceived American interference in Greece’s internal affairs. Finally, he argued that a fairer distribution of the national income was necessary by attacking the wealthier classes. (Rizas, 2008, p. 393) Greece’s elites had every reason to feel worried.

The army was also worried. The parliament did not lift Papandreou’s immunity for the case of ASPIDA and it was obvious that his father would give up his original stance of non-intervention in the army after that. In fact, there was a group of mid and low-level officers established in 1956 already, that exercised pressure on the respective military leadership for a coup, whenever it appeared that the Left and Center would get a majority in the parliament. The leader of this group was colonel Georgios Papadopoulos. (Rizas, 2008, p. 388)

Thus, in the 22 months that followed Georgios Papandreou’s eviction from office the Greek people remained agitated, EK strong in the electorate, Andreas Papandreou’s rhetoric radical, Greece’s elites and the Americans consequently worried and the king also feeling threatened, as his interventions had caused a revival of the issue of choice between monarchy and democracy, (Rizas, 2008, p. 393) was avoiding calling elections using government schemes supported by the Right and defectors from EK. Obviously, the margins for a parliamentary solution to the dispute had become very narrow. On the 21st of April 1967 colonel Georgios Papadopoulos’ group made their move: Dictatorship.

III Dictatorship

In his book on the many military interventions in the Greek politics between 1916 and 1936 Thanos Veremis distinguishes them in two categories: 1) The one refers to those interventions that gained national importance and were supported by a large portion of the public. 2) The second refers to those that aimed only to serve private interests or were an expression of discontent of a military faction. (Veremis, 2018, p. 280) Thus, if we were to follow the same distinction, then the military coup of 1967 belongs to the second category.

Veremis further interprets the people’s tolerance to these regimes as disappointment from and consequently discontent for the political establishment. (Veremis, 2018, p. 279) Nevertheless, tolerance is by no means acceptance. Furthermore, the effectiveness of the repressive mechanisms of the 1967 junta cannot be ignored. The center-left and left-wing resistance organizations established immediately after the coup were quickly neutralized, and the protagonists were in many cases brutalized and tortured. The same is true for the democratic officers of the army (Rizas, 2008, p. 442)

The junta was also ad odds with the king. After all the coup did not come from the high ranking officers of the latter’s entourage, as discussed previously, and as the junta was aiming at the establishment of a permanent regime confrontation with Constantine II was inevitable. (Rizas, 2008, p. 434) In fact, on the 13th of December 1967 the king carried out a counter coup, but once again junta’s reaction was swift and Constantine found himself in exile.

There was also a wide spread belief in a large part of the population, that fed anti-Americanism for many years, that the political question could not be solved by the Greeks themselves, but by the sovereign will of the Americans, who were held responsible for imposing and maintaining the dictatorship. (Rizas, 2008, p. 443) The truth is that for Henry Kissinger, the American national security advisor, the nature of the regime was not an issue for Washington (Rizas, 2008, p. 453) as long as it identified itself with NATO and the western world and Greece remained an ally of the West in the Cold War. (Rizas, 2008, p. 432) The junta did.

Junta’s doings in the financial sector have often been the subject of controversy. During the 2010 economic crisis, for example, when the country found itself at the brink of bankruptcy and a tough program of austerity and heavy taxation was imposed on its people, public discontent against the parties working within the parliamentary system of government gave fertile ground for references to junta’s well-organized economy, which avoided thriftlessness and empowered needy social groups such as farmers. Researchers like D. Eleftheratos showed that this was a myth and stressed the devastating effects of junta’s policies on the Greek economy. (Eleftheratos, 2015)

Thus, the international oil crisis of October 1973 challenged the sustainability of the Greek model of financial growth (Rizas, 2008, pp. 351-352) and as the passing of time inevitably led to a relaxation of the police measures popular discontent was more readily expressed. Universities in particular became a permanent hotbed. (Rizas, 2008, p. 444)The revolt of the Polytechnic University in Athens in November 1973 was violently suppressed, but a group of fiercely nationalist and anti-communist officers already worried that Papadopoulos was becoming too moderate. (Rizas, 2008, pp. 446-447) The internal conflicts of the junta culminated to a coup within the coup on the 25th of November 1973, when brigadier Ioannidis overthrew Papadopoulos and assumed the leadership of the military regime. (Rizas, 2008, p. 474)

The final blow for the junta came a few months later during another crisis in Cyprus. It was mentioned in the previous section already that even Georgios Papandreou, whose funeral in November 1968 marked one of the first massive demonstrations against the military regime, had trouble dealing with the policies of the president of Cyprus Archbishop Makarios. In fact, the dispatch of an army division to Cyprus by Papandreou in 1964, apart from the increase of the Greek deterrent power on the island, was also interpreted as an attempt to increase control over Makarios. (Rizas, 2008, p. 313) Nevertheless, the latter’s initiatives to bring Cyprus into the Non-Aligned Movement (Wikipedia, 2024), to side with the Arabs during the Six-Day War (Rizas, 2008, p. 480) (Wikipedia, 2024) or to order weapons from Czechoslovakia for the Cypriot armed forces (Rizas, 2008, p. 481) indicate clearly the structural divergence between the political system in Cyprus and the military regime in Greece.

Indeed, the junta worked towards the unification of Cyprus with Greece, but Makarios opposed the idea as Cyprus would then be subject to a dictatorship and, furthermore, the proposal included territorial concessions to Turkey (Rizas, 2008, p. 479), in accordance with American demands that Athens should consider the Turkish views in Cyprus. (Rizas, 2008, p. 482) This does not mean that an agreement with Turkey was reached. On the contrary, when the junta tried, unsuccessfully, to impose its views to the Turkish side at the end of 1967, the issue culminated to a Greco-Turkish crisis that eventually forced the junta to withdraw the Greek army division from the island. (Rizas, 2008, pp. 480-481) Later, in March 1970, the junta attempted to murder Makarios and eventually Ioannidis to overthrow him with a coup on the 15th of July 1974. Under the treaty of Guarantee (Wikipedia, 2024), this was the excuse that the Turks needed to justify their invasion in Cyprus 5 days later, that led to the division of the island that lasts to this day. On the 24th of July Karamanlis, in self-exile in Paris after losing the premiership in 1963 (see above), returned to Greece to form a government. The junta had fallen.

IV Conclusion

What we have seen in this series of articles so far is that modern Greece, since its foundation, was always able to move forward. Despite the difficulties, thanks to some capable leaders, favored also by coincidence and luck, it managed to continuously develop and expand.

Thus, at the end of the dictatorship in 1974 Greece was again a completely different country. The population had largely withdrawn from the countryside and lived in two large cities, Athens, and Thessaloniki. Financially, the rural-urban gap had narrowed, and per capita income had tripled since 1964. There was an extensive service sector, whereas the industry had developed to such an extent that about 40% of exports were industrial goods. It was thus an urbanized country, with a relatively industrialized economy that in parallel to the established relation with the USA was now pursuing admission to the European Economic Community. (Rizas, 2008, p. 490)

Nevertheless, much of all these was done through networks of public and private interests in a way that did not allow for the exploitation of the country’s full potential for the benefit of all its people. Many sought their luck abroad or became trapped in a clientelism system sponsored by exclusive political institutions. What changed after 1974 was the influence of the army. In many cases in the past the collaboration between politicians and military officers for the seizure of power resulted in mild punishments for the latter after army interventions into politics. (Papageorgiou, History is Now Magazine, 2023) Although after junta’s fall in 1974 many of its collaborators were treated mildly and were even cared for by businessmen favored by the military regime (Eleftheratos, 2015, pp. 313-322) the leading officers were now sentenced to life in prison. Indeed, after 1974 the political establishment managed to eliminate the role of the army in the political developments in Greece. Nevertheless, it remains, to a significant extend, a ‘family business’ (after 1974, 6 prime ministers came from the Karamanlis, Papandreou and Mitsotakis families, for example).

It was a matter of time then before Greece started to pay the toll for its exclusive political and financial institutions. As we saw, Georgios Papandreou’s remarks for the Cyprus issue, that the London and Zurich agreements marked, for the first time, the return of Turkey to a territory it had lost after the establishment of modern Greece, could be interpreted as an indication that Greece was going on the retreat. The invasion of the island and occupation of its north-eastern part by the Turks in July 1974 made it official.

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References

Acemoglu, D., & Robinson, J. A. (2013). Why Nations Fail. London: Profile Books ltd.

Arvanitopoulos, C. (1991). The Rise and Fall of the Greek Military Regime: 1967 - 1974. Journal of Modern Hellenism, No. 8, pp. 97 - 116 (available at https://journals.sfu.ca/jmh/index.php/jmh/article/view/118/119).

Batsis, D. (1977 (11th Edition)). The Heavy Industry in Greece. Athens: Kedros.

Eleftheratos, D. (2015). Diddlers in Khaki, Economic 'miracles' and victims of the junta. Athens: Topos Eds. (in Greek).

Heneage, J. (2021). The shortest history of Greece. Exeter: Old Street Publishing ltd.

Kalyvas, N. S. (2020 (3rd Edition)). Catastrophies and Triumphs, The 7 cycles of modern Greek history. Athens: Papadopoulos (in Greek, in English under the title Modern Greece: What everyone needs to know by Oxford University Press).

Kostis, K. (2018). History’s Spoiled Children, The Formation of the Modern Greek State. London: Hurst & Company.

Papageorgiou, T. P. (2021, September 5). History is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2021/9/5/the-modern-greek-state-18631897-bankruptcy-amp-defeat#.YVH7FX1RVPY

Papageorgiou, T. P. (2023, March 22). History is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2023/3/22/the-modern-greek-state-19231940-the-issues-of-clientelism#.ZDj9i_ZBy3A

Papageorgiou, T. P. (2023, October 14). History is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2023/10/14/the-modern-greek-state-19411949-war-amp-a-new-divide

Rizas, S. (2008). Greek Politics after the Civil War. Parliamentaryism and Dictatorship. Athens: Kastaniotis (in Greek).

Tsoucalas, C. (2020). The Greek Tragedy, From the liberation to the colonels. Athens: Patakis (in Greek, originally published in English by Penguin in 1969).

Veremis, T. (2018). The Interventions of the Army in Greek Politics 1916-1936. Athens: Alexandria (in Greek).

Wikipedia. (2022). Retrieved from https://en.wikipedia.org/wiki/London_and_Z%C3%BCrich_Agreements

Wikipedia. (2023). Retrieved from https://en.wikipedia.org/wiki/Greek_Expeditionary_Force_(Korea)

Wikipedia. (2023). Retrieved from https://en.wikipedia.org/wiki/1950_Cypriot_enosis_referendum

Wikipedia. (2023). Retrieved from https://en.wikipedia.org/wiki/Georgios_Grivas

Wikipedia. (2023). Retrieved from https://en.wikipedia.org/wiki/Istanbul_pogrom

Wikipedia. (2023). Retrieved from https://en.wikipedia.org/wiki/Konstantinos_Karamanlis

Wikipedia. (2023). Retrieved from https://en.wikipedia.org/wiki/Balkan_Pact_%281953%29

Wikipedia. (2023). Retrieved from https://en.wikipedia.org/wiki/1960s

Wikipedia. (2023). Retrieved from https://en.wikipedia.org/wiki/Trente_Glorieuses

Wikipedia. (2023). Retrieved from https://en.wikipedia.org/wiki/Italian_economic_miracle

Wikipedia. (2024). Retrieved from https://en.wikipedia.org/wiki/Non-Aligned_Movement

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Wikipedia. (2024). Retrieved from https://en.wikipedia.org/wiki/Treaty_of_Guarantee_(1960)

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There are many American cities that can make a case for the being the best ‘movie city’ in America. Here, Michael Thomas Leibrandt considers whether Philadelphia is truly the best…

Don Knotts, who starred in *The Shakiest Gun in the West.*

“I Have a Case.” The iconic movie line delivered from Tom Hanks in the Philadelphia-based hit movie Philadelphia, thirty years ago.

When it comes to being one of the most historic movie cities in the US — well — move over Hollywood. Last month, we learned that Rocky movie series star Carl Weathers passed away peacefully at his home.

Nearly one hundred and twenty years ago, my great grandfather — a true Philadelphia born and raised — was pulled to be an extra during the filming of The Great Train Robberyin 1903. He was a railroad engineer, who happened to be in New Jersey that day, and the production needed some extras for a scene.

The Great Train Robbery, a ground-breaking silent film from Director Edwin S. Porter, was a marvel for its time. Perhaps the basis for the introduction if the plot-based film, it would give rise to the American Western. Before the end of the 20th century, The Searchers, High Noon, A Fistful of Dollars, The Magnificent Seven, and The Wild Bunch would be some of our most treasured action westerns.

Some reasons

When it comes to iconic scenes, think Philly. It’s been fourty-five years since Rocky’s iconic run through the Philly streets in Rocky II, twenty-five years since M. Night Shayamalan’s thriller The Sixth Sense included St. Augustine’s Church, and sixty-five years since Paul Newman and Robert Vaughn starred in the The Young Philadelphians.

The 2024 Oscars had plenty of Philadelphia representation, too. Jenkintown’s Bradley Cooper who was nominated for Best Actor, Best Picture, and Best Original Screenplay for Maestro. Coleman Domingo had a Best Actor nomination for Rustin, and Da’Vine Joy Randolph for Best Actress in The Holdovers, both of which are graduates of Temple University.

We made movies here from the beginning. At the beginning of America’s obsession with the motion picture industry, Lubin Manufacturing Company produced silent films from 1896–1916, and became a corporation in Philadelphia in 1902. Among the more than 3,000 films produced by Lubin were the 1912 films The Sheriff’s Mistake and The Bank Cashier.

Lubin actually purchased the Betzwood Estate, once the home of Philadelphia Brewer Joseph F. Betz, and utilized it to film what would eventually become known as “Betzwood Westerns.”

Even in the late 19th century, some veterans of the Wild West still existed. Harry Webb had been a part of Buffalo Bill’s Wild West Show, and those who actually had experience on a real western ranch such as Jack Wright. Jake May’s sons Harry and Jack were in charge of the saloon across the street from the Lubin studio in North Philadelphia.

The 1968 production of the film The Shakiest Gun in the West starring Don Knotts was the story of a Philadelphia dentist who travels to the frontier in 1870 and battles attacks from natives, a complete farce of a marriage proposal, and masked robbers.

In 2020, the film Concrete Cowboy told the story of the Fletcher Street Urban Riding Club, which has an over 100 year history in North Philadelphia and takes horses from a livestock auction in New Holland that are cared for in stables between North Philadelphia and West Philadelphia.

The horses are often ridden in races in “The Speedway” in Fairmount Park and also ‘The Oval’ on 15th Street. For years, the horses have been favorites among the Temple University Diamond Band.

Location/Location

According to a Kuoni, Philadelphia is the ninth most popular location for filming a movie internationally, and ranks sixth in the US. The Pennsylvania Tax Credit is a big reason why. Tax credits of 25–30% to production which spend 60% or more of their total production cost within Pennsylvania.

When I began to immersive myself in film studies in college, my Dad recalled his grandfather’s pride about once having been a brief part of a film industry production. After all, he lived in Philadelphia, a city that will forever have great film-making in its blood.

It turns out that it’s in mine, too.

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Michael Thomas Leibrandt is a historian and writer and lives and works in Abington Township, PA.

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Few figures loom as large as Abraham Lincoln, the 16th President of the United States. His leadership during the Civil War, his commitment to the abolition of slavery, and his enduring legacy of unity and equality have solidified his place as an icon of American democracy.

What if history had taken a different turn on that fateful April evening in 1865? What if Abraham Lincoln had not been assassinated?

Terry Bailey considers.

An 1860s painting of President Abraham Lincoln. By George Peter Alexander Healy,

To ponder such a scenario is to delve into the realm of historical conjecture. However, by examining the political landscape of the time and Lincoln's own aspirations, it is possible to glean insight into what might have transpired had his life not been cut short by events.

Firstly, it's essential to consider Lincoln's vision for post-Civil War America. He was deeply committed to the principles of reconciliation and reconstruction, aiming to heal the nation's wounds and forge a path towards unity. In the aftermath of the Civil War, Lincoln sought to reintegrate the Southern states into the Union with leniency and compassion, prioritizing national healing over punitive measures.

Had Lincoln survived, it's plausible that his approach to reconstruction would have been markedly different from that of his successor, Andrew Johnson. Lincoln's conciliatory stance toward the South may have led to a smoother and more inclusive reconstruction process, potentially mitigating some of the deep-seated animosities that lingered in the aftermath of the war and potentially still do today.

Moreover, Lincoln's leadership style and political acumen would likely have played a pivotal role in shaping the post-Civil War era. His ability to navigate complex political terrain and build consensus across ideological divides could have paved the way for a more stable and harmonious transition from war to peace.

Race relations

One of the most intriguing questions surrounding a hypothetical continuation of Lincoln's presidency is its impact on the trajectory of race relations in America. As a staunch advocate for the abolition of slavery, Lincoln recognized the need for fundamental changes in the status of African Americans in society. While his Emancipation Proclamation in 1863 marked a significant step forward, Lincoln understood that true equality would require sustained effort and political will.

Had Lincoln lived to see the fruition of reconstruction, it's conceivable that his administration would have prioritized the advancement of civil rights for African Americans. He may have championed policies aimed at ensuring their full participation in the social, economic, and political life of the nation, laying the groundwork for a more equitable society.

Furthermore, Lincoln's continued presence on the national stage could have influenced the course of American politics in subsequent decades. His leadership and moral authority might have shaped the direction of the Republican Party, steering it towards a more progressive stance on issues of racial justice and equality.

Post-war Period

However, it's essential to acknowledge the challenges and obstacles that Lincoln would have faced had he survived. The post-Civil War period was fraught with complexities and tensions, and the path to reconciliation was far from straightforward. Lincoln's ability to navigate these challenges would have been tested, and the outcome remains uncertain.

Moreover, the specter of assassination would have loomed large over Lincoln's presidency, casting a shadow of fear and uncertainty over the nation. The five earlier failed attempts on his life served as a stark reminder of the continued dangers inherent in political leadership, therefore, Lincoln would have to contend with the constant threat of violence.

In considering the hypothetical scenario of Lincoln's continued presidency, it's impossible to predict with certainty the course of history. Countless variables and contingencies would have influenced the trajectory of events, and the outcomes could have been vastly different from those we know today.

However, what remains clear is the enduring legacy of Abraham Lincoln and the profound impact of his presidency on the course of American history. Whether through his leadership during the Civil War, his commitment to the abolition of slavery, or his vision for a more perfect union, Lincoln's contributions to the fabric of American democracy are indelible.

In the final analysis, the question of what if Abraham Lincoln had not been assassinated invites the reflection of not only on the past but also on the present and future of the United States. It prompts the consideration of pivotal moments and decisions that shape the course of history and contemplate the enduring legacy of leadership, courage, and conviction. While it is impossible to ever know with certainty what might have been, it is possible to draw inspiration from Lincoln's example and strive to uphold the values that he held dear: freedom, equality, and the pursuit of a more perfect union.

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The lend-lease program established between the Allies and the Soviet Union involved the provision of allied equipment to bolster the Soviet war effort during World War II. This aid played a crucial role in supporting the Soviets during the initial stages of the conflict because the Soviet Union’s production capability was relatively low earlier in the war. As a gesture of gratitude, the Soviets agreed to repay this assistance by sending £1.5 million sterling worth of gold to the Allies. However, tragedy struck with the sinking of the HMS Edinburgh, the vessel tasked with transporting this gold to Britain, resulting in the loss of the precious cargo.

Kyle Brett explains.

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The severely damaged stern of the HMS *Edinburgh*'s after being torpedoed by *U-456*.

HMS Edinburgh’s service

Edinburgh was a town-class light cruiser that was launched on March 31, 1938. She would spend the beginning years of the war protecting convoys in the North Sea. At one point she was sent to hunt down the German Battleship Scharnhorst but was unable to locate the ship. After this Edinburgh was sent to protect convoys heading to North Africa and the Middle East.

In the middle of this term, she was sent to the Bay of Biscay to intercept the German Battleship Bismark, but the Bismark never made it to Edinburgh, meeting her fate far west of the Bay. After her travels to the Mediterranean, Edinburgh would be sent to the North Sea once again protecting convoys bound for the Soviet Union with aid from the Western allies. She would also spend some time patrolling Iceland for German vessels. She would not see too much action here as Germans would only be hunting convoys and not patrols.

The Soviet gold

The lend-lease act was a major part of Allied cooperation during the war. Many of the pieces of equipment that the Allies would send to the Soviet Union would be put to good use. US and British planes fought at the battles of Moscow and Stalingrad, the mighty Katyusha rocket launchers would be loaded onto Studebaker US6 trucks and would be utilized by the Soviets throughout the war. The allied equipment made a large impact on the war and played a part in the success of the Soviets.

The Soviets would seek to send some sort of repayment to the allies, and this would be through gold. The war had kicked the Soviet industrial machine into high gear and thus their mining operations grew substantially from this. The Soviets would use gold, and other precious metals like platinum to help the allies and to pay them for the support that they had given the Soviet Union during the early part of the war. 4.5 tons of this gold would be loaded onto the HMS Edinburgh in Murmansk and sent to Britain around the top of the Scandinavian Peninsula.

Departure and first sighting

Edinburgh was the commanding escort of Convoy QP: 11, which consisted of 13 Merchant ships of various allied nationalities and 18 warships. The composition of the convoy was one cruiser: Edinburgh, six destroyers, four minesweepers, and one armed trawler. The convoy had just dropped off supplies to the Soviet Union and was making a return trip to Britain.

On April 28, 1942, the convoy would depart the port of Murmansk headed for Britain. The next day as the convoy was traversing the North Sea they would be spotted by a German spotter plane. This plane would relay its position to the German command. They would then order all nearby U-boats to attack the convoy, as well as sending a nearby task force of 3 destroyers to intercept the convoy.

April 30, 1942

As the day progressed the calmness of the last two days was broken by two U-boats who started making attacks on the convoy. The two U-boats, U-88 and U-456, had not found any success in their attacks earlier in the day. Later in the day U-456 would make another pass on the convoy and found success with this attack. U-456 launched a spread of torpedoes at HMS Edinburgh and scored 2 hits on her. One torpedo hit the forward boiler room, crippling Edinburgh’s speed. The second torpedo smashed into the stern, blasting the entire stern of the ship off. This stern hit also destroyed the rudder and took 2 of the 4 propellers off Edinburgh. The crew closed all the bulkheads immediately which saved her from sinking after the second impact.

This concluded U-88 and U-456’s attacks on the convoy. Edinburgh would be forced to turn back to Murmansk as she was unable to make the journey back to Britain with the immense damage she had sustained. Edinburgh would be escorted by two destroyers Foresight and Forester on her journey back to port. Murmansk also had sent 8 ships to help protect and help return Edinburgh to port so she could repair.

May 1, 1942

The 3 German destroyers dispatched to intercept the convoy were Z7 Hermann Schoemann, Z24, and Z25 of destroyer group Arkits. They had orders to attack the ships of the convoy and after hearing the success of U-456’s attacks they also had orders to sink Edinburgh. There was limited visibility as there was on-and-off rain and snow. The destroyer group opened up with their guns on the convoy at 14:05.

The remaining 4 destroyers protecting the convoy raced to screen the convoy from the attacking German destroyers. They started off the engagement with each other at around 10,000 yd. They traded fire with the Germans as the convoy tried to retreat to safety. The British destroyer Amazon was hit twice by German guns and received moderate damage. A spread of torpedoes was fired at the convoy and found a target at 14:30 sinking the only Soviet merchant ship in the convoy the Tsiolkovski. At 17:50 the German destroyers retired their convoy pursuit and turned to hunt down Edinburgh.

May 2, 1942

Edinburgh was spotted east of the convoy at 6:17 limping along at two knots. The Foresight and Forester were escorting her along with 4 British minesweepers and a Soviet guard ship the Rubin that met up with the group from Murmansk. Edinburgh was being towed because she could not sail in a straight line, only in circles due to the damage to her propellers and rudder. The lead German destroyer Z7 Hermann Schoemann had been separated from her other two destroyers and decided to close the distance to Edinburgh to launch torpedoes at the group. As the German group was spotted the tow lines that were used to keep Edinburgh sailing in a straight line were cut, causing her to sail in circles as the escorts went to screen the cruiser from the incoming destroyers.

Edinburgh, with no fire control systems due to the damage from the earlier day, sent two salvos toward Hermann Schoemann. The first salvo had missed its target, the second salvo hit Hermann Schoemann in both of her engine rooms. This forced her to turn away from the engagement and to create a smoke screen for her to slip away from the fight.

At 6:45 Z24 and Z25 arrived at the engagement hitting and disabling Forrester. They moved onto Foresight badly damaging her and afterwards launching torpedoes at the two British destroyers. One of these torpedoes had missed its original target and at 6:52 crashed into Edinburgh. The torpedo had hit directly on the opposite side of the first torpedo hit from U-456, which meant only the deck and keel plating were holding the ship from breaking in two.

Aftermath of the Battle

Z24 and Z25 saw the 4 British minesweepers and were scared off by their presence, most likely misjudging the ships' classes and thinking they were a bigger threat than they were. They turned to rejoin their ally who had fled. They reached Hermann Schoemann at 8:15 and Z24 rescued the remaining crew that she could fit. The Herman Schoemann was scuttled and the remaining crew in life rafts were picked up by U-88 and the Germans retreated from the battle.

The decision to abandon ship was given on Edinburgh and she had her crew evacuated to the nearby British minesweepers Harrier and Gossamer who each took around 400 sailors. After Edinburgh was evacuated Harrier tried to scuttle her with her 4-inch guns, but after 20 shots she was still afloat. There were even attempts to drop depth charges near her to no avail. Finally, Foresight launched her last torpedo into her, sending her to the bottom. This sent all 4.5 tons of gold straight to the bottom of the North Sea.

The British destroyers and minesweepers made a safe return to Murmansk and the original convoy would be unsuccessfully attacked by two more U-boats to no success finally making it to Iceland. The only casualties were the Edinburgh, her gold, and the Tsiolkovski merchant vessel.

What happened to the gold?

The gold aboard Edinburgh was of great importance to the British government after the war and they were keen on recovering that gold from the sea floor. In 1954 the British government awarded the salvage rights to Risdon Beazley Ltd. This salvage operation was halted due to rising tensions between the Soviet Union and the West.

However, in the 1970s, the price of gold spiked, renewing the desire to recover the gold. So, the British returned to the wreck to recover the gold. Utilizing state-of-the-art equipment, the divers descended to the wreck, which was 800 ft deep, and were able to locate 431 of the 465 gold ingots aboard the vessel. The haul, valued at forty million pounds at the time of recovery, served as the primary motivation for the British to find this gold in the Edinburgh. In 1985, a further 29 bars were recovered, leaving 5 unaccounted for.

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Reference

Tucker, Spencer. World War II at sea an encyclopedia. Santa Barbara, CA: ABC-CLIO, 2012.

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The Japanese surprise attack on Pearl Harbor in December 1941 was a very complex operation that required precise information about the movement and disposition of the US Pacific Fleet, based at Hawaii. This information was gathered on the ground by a spy named Takeo Yoshikawa, who cabled regular reports to Tokyo. These reports proved to be invaluable to the success of the Japanese attack. However, this constant supply of information almost gave the game away.

Here, Alan Bardos, author of a related novel: Amazon US | Amazon UK, considers whether the attack on Pearl Harbor could have been avoided.

During the attack on Pearl Harbor, the *West Virginia* was sunk by six torpedoes and two bombs.

Our Man in Hawaii

The US Pacific Fleet moved from its bases on the West Coast of America to Pearl Harbor in 1940, so the Japanese consequently had very little information about it. The sailing of their fleet over 3,500 miles from home waters to Hawaii was a massive undertaking that required their ships to be refueled numerous times en route. Before taking such a risk they therefore needed to know what was waiting for them when they arrived and the best time to attack.

Bureau 3 (Intelligence) of the Imperial Japanese Navy’s General Staff attached Takeo Yoshikawa to the Japanese Consulate-General in Honolulu. His mission was to gather news about Pearl Harbor. His orders were vague and were constantly refined by further instructions from his superiors in Tokyo.

Yoshikawa meticulously gathered vital intelligence on the movements of the US Pacific Fleet and Hawaii’s defenses. He spent his days travelling between various observation points around Hawaii, reconnoitering airfields and the US Fleet. Changing his clothes several times through the course of the day, he would blend in as anyone from a tourist to a Filipino-American laborer. Yoshikawa even took geisha girls as cover on sightseeing flights over Pearl Harbor. Postcards he supplied were found in the cockpits of Japanese aircraft shot down over Pearl Harbor. Crucially, Yoshikawa was said to have discovered that Sunday mornings were the best time to attack, when the Fleet was home from maneuvers.

Yoshikawa communicated this information regularly to Tokyo through commercial American telegraph companies. In the run up to the attack Tokyo’s need for information increased steadily, to the extent that Yoshikawa was reporting the US Fleet’s movements on a daily basis, leaving a large paper trail of his activities.

The number of cables sent by the Japanese Consulate hadn’t gone unnoticed and Robert L. Shivers, the FBI’s Special Agent In Charge in Hawaii tried to persuade the cable companies to share the coded messages with him but they refused, not wishing to break Federal Law.

Magic intercepts

American Intelligence had broken the Japanese diplomatic codes and were regularly intercepting and decrypting Japanese diplomatic traffic, as part of a program code named Magic. This used a machine code named Purple to decode these messages, which were then translated manually. The Americans were therefore aware that war was coming in the Pacific, but only knew as much as Japan’s diplomats, who were not informed in any detail of their Military’s plans. The US Army and Navy Departments in Washington did issue war warnings to their Pacific commanders, but the warnings were consequently vague and did not suggest that Hawaii would be a target.

Faced with an overwhelming amount of decrypted information, American Intelligence focused their efforts on translating the high level communications between Tokyo and the Japanese Embassy in Washington, which was conducting peace talks with the American government. This did eventually provide a warning of a coming attack, but it did not say where it would be.

Dorothy Edgers and the deferred intercepts

Yoshikawa’s telegram’s to Tokyo gave precisely this information, but as Hawaii was considered a diplomatic backwater, they were left untranslated in the “deferred” pile until one bored newbie in the Naval Cryptographic Section decided to look at them.

Mrs. Dorothy Edgers, a former school teacher in Japan, had been working as a translator for two weeks when she found herself in the office on a Saturday morning. She had nothing to do, but was eager to be involved in this strange new world of signals intelligence and started to translate the Hawaii decrypts.

She struck gold immediately realizing the importance of the correspondence between Yoshikawa and Tokyo. Enwrapped, Mrs. Edgers translated telegram after telegram that gave away the military secrets of her country, from real time movements of its battleships, to the lack of torpedo nets protecting them, to the position of the airfields tasked with defending them. This was clearly more than the routine reports of a sidelined diplomat in a backwater, but information for a full-scale attack.

Mrs. Edgers reported her findings to her immediate supervisor Chief Ship’s Clerk Bryant. He saw their significance, but it was Saturday and they were finishing at 12:00pm so he told her it would wait until next week.

Not put off, Dorothy Edgers continued to translate the decrypted messages, waiting in the office for the return of the Translation Branch chief, Captain Alvin Kramer, who had been making his rounds delivering the latest high priority Magic Intercepts. Mrs. Edgers briefed Kramer on what she’d found and was reprimanded for her trouble.

Tired and with a number of other conflicting priorities, Kramer was annoyed that she worked late after the office had closed and was unhappy about the quality of her translation. He dismissed her in no uncertain terms and she was told once again that it would wait until next week.

Ordinarily, Bryant and Kramer would have been right, but on this occasion it was the day before the Pearl Harbor attack.

December 7th 1941 - A date that will live in infamy

The next day, on reviewing the priority daily intercepts between Tokyo and their Embassy in Washington, Kramer saw things were clearly coming to a head. Tokyo had instructed its delegation to end their negotiations at 1pm precisely.

Kramer had been stationed in Hawaii and knew that 1pm in Washington was dawn in Hawaii, and worked out what time 1pm would be at all the US bases in the Pacific, with it being a few hours before dawn in the Philippines.

He passed his findings onto Commander McCollum and Captain Wilkinson, his superiors in the Office of Naval Intelligence. They took them to Admiral Stark the Chief of Naval Operations, who was not overly impressed, but after further discussion and consulting with General Marshall, his opposite number in the Army, Stark agreed to issue an alert to his bases in the Pacific. However, due to atmospheric conditions, they were unable to send the warning to Hawaii and it was sent as a low priority telegram and arrived just after the attack had finished.

They believed that the main threat they were facing was an amphibious landing in the Philippines, where it would be the optimum time for that type of attack and there were also reports of Japanese ships moving in that direction. Had Yoshikawa’s reports been more widely distributed, a very different conclusion might have been reached.

Admiral Kimmel, the Commander in Chief of the Pacific Fleet and the man blamed for the attack categorically argued that had he been aware of the Hawaiian decrypts, he would have been better prepared to counter the surprise attack. That was certainly the findings of a subsequent congressional investigation.

Many of the events depicted in this article inspired my novel ‘Rising Tide’, which can be purchased here: Amazon US | Amazon UK

Book full name: Rising Tide (Daniel Nichols Spy Thrillers Book 1) eBook : Bardos, Alan : Kindle Store

References

Japan's Spy at Pearl Harbor: Memoir of an Imperial Navy Secret Agent, Takeo Yoshikawa, McFarland (2 Mar. 2020).

The Broken Seal: "Operation Magic" and the Secret Road to Pearl Harbor, Ladislas Farago, Westholme Publishing; Reprint edition (25 Oct. 2012).

A Matter of Honor: Pearl Harbor: Betrayal, Blame, and a Family's Quest for Justice, by Anthony Summers and Robbyn Swan, Harper; Reprint edition (15 Nov. 2016).

Countdown to Pearl Harbor: The Twelve Days to the Attack, by Steve Twomey, Simon & Schuster; Illustrated edition (1 Nov. 2016).

Pearl Harbor: From Infamy to Greatness, by Craig Nelson, Weidenfeld & Nicolson; 1st Edition (10 Nov. 2016).

https://www.usni.org/magazines/proceedings/1960/december/top-secret-assignment

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When the fighting ended on the evening of July 1, Gen. Robert E. Lee was uncertain of the position of the Army of the Potomac. It was ambiguous how far south along Cemetery Ridge the Union line extended. Brig. Gen. William N. Pendleton had conducted a reconnaissance on the evening of July 1 to locate artillery positions on the northern part of Seminary Ridge but did not observe infantry positions. Meanwhile, General George Meade arrived at midnight, received reports, and agreed to defend the position the next day rather than retreat.

Here, Lloyd W Klein explains what happened on day 2.

If you missed it, part 1 on General Lee’s advance to Pennsylvania is here, and part 2 on day 1 of the battle is here.

A depiction of Jubal Early's attack on East Cemetery Hill on July 2, 1863. From *The Century Magazine*, 1884.

The Reconnaissance Mission

In the early hours of July 2nd, General Lee determined that before he could devise a battle strategy for the day, he needed accurate intelligence as to the left flank of the Union line. Longstreet’s Chief Engineer, Maj. John C. Clarke joined Captain Samuel R. Johnston, one of Lee’s aides, on a nighttime mission. They set out at 4 am to locate the Union left. Johnston claimed he took a route very close to Longstreet’s countermarch later that day and made it to the top of Little Round Top (LRT), and saw no Union troops there at all.

Although the exact route taken by Johnston remains a matter of speculation, determining it precisely holds significant importance in comprehending the events that unfolded during the battle on July 2. It is likely that he departed from Lee's headquarters near the Lutheran Theological Seminary and proceeded south along the western slope of Seminary Ridge, eventually entering the Willoughby Run valley. Along this path, he would have passed by the Samuel Pitzer farm and the Pitzer Schoolhouse. Subsequently, he probably turned east, ascending the western slope of Warfield Ridge, near the location where McLaws later positioned his troops that afternoon. Johnston himself mentioned that he continued along the ridge towards the round top, crossing the Emmitsburg road, until he reached the slope of LRT, providing him with a commanding view. This sequence of movements would have placed him on LRT around 5:30 a.m.

Following his reconnaissance, Johnston reported to General Lee that there existed a concealed route that could not be detected from the Union lines. Crucially, he noted that the large hill in the distance, “with a commanding view”, which was LRT, was unoccupied. General Lee formulated his attack plan for July 2 based on the intelligence provided by Johnston's mission.

The problem with his information is that historical records indicate the presence of numerous Union troops on the hill that night. Buford's cavalry and Geary's division were encamped in front of LRT, with two regiments stationed there along with skirmishers. At 7 a.m., Major General David B. Birney of the Third Corps relieved General Geary, who had spent the entire night at that location. It has been estimated that approximately 18,000 Union troops were positioned between the Emmitsburg Road and the Taneytown Road, as well as between LRT and the George Weikert Farm, precisely when Johnston claimed to have been on Little Roundtop. Given these circumstances, it seems highly unlikely that Johnston could have conducted his scouting mission without being detected. Additionally, Captain Lemuel B. Norton, the Chief Signal Officer of the Army of the Potomac, reported the establishment of a signal station on Little Roundtop by 11 P.M. on July 1.

So what could have transpired? One possibility is that Johnston may have been on Big Round Top, as during that period, there was no clear distinction between the two peaks. Another hypothesis put forth by Wittenberg suggests that Johnston might have been disoriented in the darkness and mistakenly believed he was on Bushman's Hill. Others have suggested that he got as far as Houck’s Ridge. Johnston had previously carried out similar successful services at Fredericksburg and Chancellorsville, so the reason behind the inaccurate information he provided to General Lee before 8 a.m. remains unresolved. Nevertheless, based on this intelligence, General Lee formulated a plan.

Lee’s Plan

Lee initiated preparations assuming that the Union left was positioned on Cemetery Ridge, and he instructed Longstreet to make the necessary arrangements. Lee desired this assault to catch the enemy off guard, so Longstreet was tasked with taking a concealed route along Seminary Ridge, descending to the Emmitsburg Pike without attracting attention, and then launching the attack. However, the First Corps had not yet fully arrived. They had been delayed during their movement behind South Mountain, and to reach the battlefield, they had to pass through Cashtown and cover a distance of 10 miles to Gettysburg. Longstreet insisted on having all his men present for the attack. Unfortunately, when they finally set off, they were led on a roundabout path that exposed their presence, resulting in a significant delay to their assault, which occurred well into the afternoon.

The Myth of the Sunrise Attack

July 2, 1863, was the true High Water Mark of the Confederacy. The narrative that Longstreet could have launched an attack that morning, altering the course of history, was a notion perpetuated by Jubal Early in the post-war era. General Pendleton's insistence on this theory only added to the tension between him and Longstreet.

Glenn Tucker's thorough examination in the 1960s discredited the myth of the sunrise attack, further supported by Longstreet's memoirs. The reality was that only a fraction of Longstreet's forces were in position at 7 am, with the majority still miles away. The impracticality of organizing such an attack, coupled with the overwhelming Union presence, makes it clear that Longstreet's alleged failure to act at that specific time did not determine the outcome of the battle or the war. Only McLaws, the artillery, and a part of Hood’s division were even up at 7 am, about 10,000 men, and that was after an all-night march. Had they attacked, they might have been met by 60,000 Union troops. The rest of the Corps were at Chambersburg and south of Cashtown. He moved up as quickly as possible, but most of his men were miles from Seminary Ridge at 7 am.

Even an 11 am start was not feasible due to various delays faced by his corps reaching the battlefield, resulting in a later arrival time. Alexander and his artillery didn’t even arrive until 9 am. Lee's vision of simultaneous flank offensives was hindered by Longstreet's need to wait for Law's brigade to arrive; the delay in Law's arrival further postponed the attack, with three brigades still in march columns when Longstreet finally began his movement at noon. Witness reports of Lee's frustration at 11 am that the attack had not started highlight the challenges faced in coordinating the attack, with delays caused by traffic jams. But Longstreet's attack was delayed because he first had to wait for his final brigade (Evander M. Law's & Hood's division) to arrive, and then he was forced to march on a long, circuitous route that could not be seen by Union Army Signal Corps observers on LRT. Longstreet received permission from Lee to wait for Law's brigade to reach the field before advancing. Law marched his men quickly, covering 28 miles in 11 hours, but did not arrive until noon. Three of Longstreet's brigades were still in march columns when he set off. In retrospect, Lee & Longstreet should have kept these men closer to the front, not at the tail end of the order of march.

Longstreet intended to place his men across from the Emmitsburg Pike facing east, toward the enemy lines directly facing them. Lee's strategic vision called for a different approach - he wanted the troops to face north and advance towards Cemetery Ridge and Hill. This shift in direction was crucial, as Lee aimed for a concentrated attack on the Union center on both Day 2 and Day 3 of the battle.

As Longstreet's men approached the area near Blackhorse Tavern, the presence of Union signalmen on LRT posed a risk of detection. In response, the decision was made to countermarch back to the starting point, to keep the lines in the correct order for the attack. This resulted in a delay of at least one hour, and Longstreet did not reach the appropriate zone until 4 pm. Whether the countermarch was necessary or not is a matter of contention. However, the countermarch took longer than expected, and by the time Longstreet's troops were ready to launch their attack, valuable time had been lost. The delay allowed the Union Army to reinforce their position, and for additional troops to march toward the battlefield.

Maj Gen Daniel Sickles and III Corps

At this moment, arguably the most crucial hour of the entire war, an unauthorized troop movement changed the course of the battle and history. Ordered to hold the line on the ground between LRT and Cemetery Ridge, Maj Gen Sickles instead, on his own initiative, decided that this was a poor position for his III Corps, and instead moved them forward (west) about a half mile to the Sherfy Peach Orchard, on the Emmitsburg Pike. The consequences of this unauthorized movement reverberate through the ages

Sickles perceived, correctly, that the ground in his front was about 10 to 15 feet higher than the ground he was supposed to defend. He believed therefore that his line was in a vulnerable position for enemy artillery to destroy him. A very similar situation had happened at Chancellorsville when he was ordered by General Hooker to give up Hazel Crest, which then became the key to Confederate artillery destroying the army on day 2 of that battle. Sickles hadn’t forgotten that experience, so he asked Meade for permission to move up at least twice. Meade thought that the area was not in a good position and was in a no-man’s land. Famously when General Meade saw this right before the battle opened, he told Sickles that he was out of position and knew a disaster was in store. Hancock made a similar famous observation.

General Sickles decided at 11 AM to not defend the line General Meade assigned him between Top and Cemetery Ridge but rather to advance to the Peach Orchard. This unauthorized move must count as one of the most fateful decisions of the entire war. Certainly, it led to the destruction of his III Corps, and it threatened the entire left flank of the Union defense, but paradoxically, it might have saved the battle. By leaving uncovered both of his flanks, leaving (LRT) Top uncovered, and not telling anyone what he was up to, he put Meade at a serious disadvantage.

The decision to defend the Sherfy Peach Orchard, adjacent to the Emmitsburg Pike, rather than the assigned position on the descending limb of LRT attached to Cemetery Ridge, not only resulted in a vulnerable and easily attacked position but also left the flanks exposed. The left flank, consisting of LRT, Devil’s Den, and the Wheatfield, had to be hastily covered as troops entered the battle. As units arrived on the field, they were immediately dispatched to critical locations to save Sickles' III Corps and the entire front. The success of Day 2 of Gettysburg relied heavily on the bravery and valor displayed by numerous men and their regiments, who are now remembered as heroes. It is important to acknowledge that Sickles' unconventional decision does not absolve him of the fact that he acted without proper knowledge, displayed insubordination, endangered the Union line, and caused the loss of many lives. However, it should also be noted that he was awarded the Medal of Honor for his actions and was regarded as a great hero during his time.

Longstreet Attacks

At 4 pm, Longstreet finally prepared to launch his attack, only to realize that circumstances had changed in the interim. His original battle plan involved a left wheel followed by an en echelon attack. However, it became immediately apparent that this plan was no longer feasible due to the III Corps' position at the eastern edge of the Emmitsburg Pike, specifically at the Peach Orchard. Upon seeing Sickles' chosen position, it became clear that Lee's intended plan was no longer viable. Attacking northwards while the Peach Orchard remained under Union control was no longer an option. Instead, Longstreet's attack had to be redirected eastward, crossing the turnpike and landing further south than initially intended by Lee. The original objective of attacking the Union center had now shifted to targeting its left flank.

Hood repeatedly questioned Longstreet about whether the attack should be called off or if the plan needed to be altered due to the changed position of the Union line. Despite these inquiries, Longstreet insisted on proceeding with the attack as ordered. When told to attack as ordered, he reportedly told the colonel of a TX regiment something along the lines of "When we get under fire, I will have a digression." We don’t know if he said this, but the digression is often assumed to be the attack on LRT. His pep talk to the troops before the attack stepped off included a reference to taking those heights, also widely assumed to refer to LRT.

The assault on LRT occurred due to General Law's movement eastward, leading his 15th and 47th Alabama regiments to pursue US Sharpshooters up Big Round Top. As the Sharpshooters retreated down the slope, the Alabama regiments found themselves without a clear target, prompting them to be directed northward until they eventually reached LRT.

Following this, a crucial period unfolded where the fate of the battle, and potentially the entire war, teetered on the edge for several hours. Major General John Bell Hood launched an attack on LRT and Devil's Den, while Major General Lafayette McLaws attacked the Wheatfield and the Peach Orchard. Although neither side emerged victorious, the Union III Corps suffered significant losses.

The echelon attack strategy employed that day is often misconstrued, necessitating clarification on which plan is being referenced: the original strategy where McLaws' division would have taken the lead, or the revised plan and actual sequence of events after Union troops were spotted on Sickles' advanced line, resulting in Hood's division leading the charge. Under the initial plan, McLaws would have advanced alongside the Emmitsburg Road towards a Union flank presumed to be further north, with Hood's division providing support, likely by advancing to his rear or right rear. The ultimate goal was for the attack, with support from AP Hill’s Corps, to culminate on Cemetery Ridge and potentially Cemetery Hill.

Under the original plan, McLaws would have advanced astride the Emmitsburg Road, across the Peach Orchard, toward a Union flank believed to be located further north. Hood's division would have supported McLaws. Exactly how is unclear, but probably advancing to his rear or right rear. At some point, McLaws would have probably shifted entirely east of the road, because continuing to advance astride it would have missed most of the Union position. With support from AP Hill’s Corps, the idea was that ultimately the attack would end up on Cemetery Ridge and hopefully Cemetery Hill.

In the actual unfolding of events, Hood's division took the lead, but it underwent significant revisions on the spot. The plan was for the division to advance "up the Emmitsburg Road," but not directly on it. It's important to note that this was not meant to be an en echelon attack, where units are arranged diagonally. Instead, the division would advance in a column formation, with two brigades side by side in the first line (Law and Robertson), followed by Benning and Anderson in the same manner. The en echelon aspect would come later, but it never actually materialized. The plan was for Robertson to align his left flank with the Emmitsburg Road and his right flank with Law's position. However, Law veered to the east, making it impossible for Robertson to maintain both alignments. He chose to hold on to Law's left flank instead. As a result, Lee's original concept of advancing "up the Emmitsburg Road" was abandoned once the Peach Orchard and the Wheatfield turned into deadly battlegrounds.

The phrase "en echelon attack" often carries a sense of awe, as if it is an unstoppable and overwhelming force. An en echelon formation is a diagonal arrangement of units, with each unit positioned at an oblique angle to a specific direction. The name of this formation comes from the French word "échelon," which means a rung of a ladder, describing the ladder-like shape when viewed from above or below. This formation is favored due to the enhanced visibility it provides to each unit.

However, as the events of July 2 demonstrated, an en echelon attack can also become disjointed and ineffective. By launching attacks in a sequential manner, the initial attack draws the enemy's attention, potentially leaving subsequent parts of the formation under-defended. Timing is crucial, and any delay at the start can significantly impact the later stages. On the second day of the battle, Hood and McLaws deviated from their intended northward direction and instead moved east, as the enemy had shifted in that direction. This created a weak point at the top of the formation. Despite this setback, the attack almost succeeded due to Sickles' exposed position, but the change in direction ultimately diminished the impact of the latter stages, falling short of Lee's expectations.

Unlike Hood's division, McLaws division did attack en echelon in two lines, with Kershaw and Barksdale in the front line, followed by Semmes and Wofford in the second line. While Barksdale attempted to drive north along the road into Humphreys' left flank, most of McLaws' efforts were directed east, towards Wheatfield Road and Plum Run Swale. Wofford's brigade, for instance, ended up moving down Wheatfield Road instead of supporting Barksdale.

The idea of Hood turning right to flank the Union left was not a straightforward option due to various factors. No suitable roads were running east/west for Hood to take his division on a flanking attack. Additionally, the presence of the Union VI Corps in the area would have made any movement slow and risky. Lee already had an extended front line, making it challenging to shift the whole army to support Hood's potential maneuver. Without proper intelligence on the terrain and Federal positions, Hood's division would have been vulnerable without infantry or artillery support. The lack of such information is directly attributable to the reality that Stuart was nowhere to be seen. Finally, once Anderson's division is committed. any movement in that direction would have been too small to make a difference.

Laws made a tactical decision of immense consequence. Hood organized his division into two lines, with Jerome B. Robertson’s Brigade and Evander M. Law’s Brigade forming the first attacking line, followed by George T. Anderson’s Brigade and Henry L. Benning’s Brigade in support. Law’s Brigade held a significant position as the right brigade not only in Hood’s Division but also in the entire Army of Northern Virginia. As Law’s Brigade advanced, it faced artillery fire from Captain James Smith’s battery near Devil’s Den.

Law had several options to consider as his brigade moved forward: continue moving eastward; incline his entire brigade toward Devil’s Den; or send part of his brigade to attack Smith’s guns and continue forward with the remainder of his force. Law decided to direct the right two regiments, the 44th Alabama and the 48th Alabama, to flank left and attack north towards the Union battery. The 15th Alabama, which had been in the center, now found itself on the far right of the brigade, moving towards the valley between Big Round Top and LRT, with the 47th Alabama on its left. This decision led to unexpected fighting near LRT and Devil’s Den, deviating from Lee’s original plan, with Benning’s Brigade ultimately ending up in Devil’s Den instead of advancing north on Emmitsburg Road.

The Defense of LRT

There was a scarcity of Union troops along LRT during that period. Conversely, there was a significant presence of Union troops and artillery positioned on Houck's Ridge. The left flank of the Union forces was not situated on LRT by 4 pm, but rather at Devil's Den. The outcome of Day 2 at Gettysburg hinged upon the valor and bravery displayed by numerous men, who are now revered as heroes alongside their regiments. Additionally, credit must be attributed to Meade for effectively mobilizing over 20,000 reinforcements to secure the salient that had not been part of his initial plan.

The chief engineer of the Army of the Potomac, Brig. Gen. Gouverneur K. Warren was considered the "Savior of Little Round Top" for his quick reaction to get troops to the summit before the approaching Confederates arrived on the afternoon of July 2. His statue on what is now known as Warren Rock immortalizes the moment that he saw the long line of Rebel soldiers approaching from the south. It depicts the moment when he looked out with binoculars, saw the Rebels moving his way, and realized that he needed to get troops and batteries up there as soon as he could. General Warren recognized that LRT dominated the Union position and had been left undefended, and the tactical importance of the hill. He urgently sought Union troops to occupy it before the Confederates could, but where would these troops come from? A New Yorker who had taught mathematics at West Point, he had no time to get authorization: he immediately, on his own initiative, constructed a defense of the Union left flank.

Warren encountered Strong Vincent's brigade nearby and asked for immediate assistance. Vincent, without consulting his superior officers, decided, "I will take the responsibility to take my brigade there." Vincent ordered one of his regiments to face southwards, positioned on the left flank of the brigade, while he handled the right flank, facing west. The regiment he so ordered was the 20th Maine and its commander was Colonel Joshua Chamberlain, who would become one of the greatest heroes of the war and governor of Maine. Vincent made it clear to Chamberlain that he was the far left flank regiment of the entire Union line, and that he must hold it no matter what. Vincent went back to his right flank, where the 16th Michigan was beginning to falter; at that moment he was mortally wounded. He would receive a battlefield promotion to general from Meade; that portion of LRT is called Vincent’s Spur.

Colonel Strong Vincent's brigade was discovered by a staff officer nearby. Recognizing the strategic advantage of his brigade's position, Vincent took it upon himself to deploy them where they would be most effective. Disregarding the need for approval from his superiors, he made the decision independently. Pvt. Oliver Willcox Norton, Vincent's brigade standard bearer and bugler, together with Vincent, made a reconnaissance of the Confederate forces as the brigade was moving into position, "While our line was forming on the hill at Gettysburg I came out with him in full view of the rebel lines. They opened two batteries on us instantly, firing at the colors. Colonel Vincent looked to see what was drawing the fire and yelled at me, "Down with the flag, Norton! Damn it, go behind the rocks with it."

Standing atop a large boulder, he brandished a riding crop and shouted for his troops to hold their ground. Tragically, he was struck by a bullet and fell. However, the resolute efforts of his brigades and the individual regiments within it, such as the 20th Maine, the 44th New York, the 83rd Pennsylvania, and the 16th Michigan Infantry, ultimately secured the position. Vincent was transported from the hill to a nearby farm, where he succumbed to his injuries five days later. Vincent received a promotion to brigadier general by General Meade before he died. LRT could not have been held without his leadership.

Vincent's 20th Maine regiment, under the command of Colonel Joshua Lawrence Chamberlain, gained significant renown for their defense of LRT. Upon their arrival in the late afternoon of July 2, Chamberlain's regiment was directed by Colonel Vincent to secure the far left position of the Union lines and to hold it at any cost. Recognizing the crucial importance of this position, Vincent emphasized its significance to Chamberlain while he attended to the right flank of the brigade. Chamberlain's regiment stood as the final line of defense on the left flank, understanding that if they were to falter, the entire Union position could collapse.

The 15th Regiment Alabama Infantry, commanded by Col. William C. Oates, charged up the hill multiple times attempting to flank the Union position. The line of the 20th Maine was doubled back upon itself, with a squad well off to the left. Despite multiple casualties and ammunition almost gone, Chamberlain recognized the dire circumstance and ordered his left wing to initiate a bayonet charge. The resulting action, with the left wing wheeling to make the charging line swing like a hinge, created a simultaneous frontal assault and flanking maneuver. Chamberlain's decisive action against Oates' Alabama brigade, risking their lives in a suicidal bayonet charge when they were nearly overwhelmed, successfully safeguarded the flank of the army on LRT. 101 of the Confederate soldiers were captured and the charge saved the flank. Chamberlain sustained one slight wound in the battle when a shot hit his sword scabbard and bruised his thigh. After initiating the maneuver, a Confederate officer wielding a revolver fired, narrowly missing his face. Chamberlain put his saber at the officer's throat and accepted the man's surrender. He received the Medal of Honor for this action.

Warren encountered Patrick “Paddy” O’Rorke, a former student and fellow New Yorker. Despite being ordered to follow his brigade commander, Steven Weed.. Warren knew O’Rorke from West Point, having been his Mathematics instructor. Warren rode up to O’Rorke and ordered him to reinforce Little Round Top; “Never mind (your Brigade Orders), Paddy. Bring them up on the double-quick and don’t stop for aligning. I’ll take the responsibility.”

O’Rorke did not hesitate. Warren’s aide was George Washington Roebling, who would later build the Brooklyn Bridge. He guided O’Rorke and his men to the correct position on the hill. Reaching the top, O’Rorke saw the line of 16th Michigan holding tentatively. O’Rorke drew his sword shouting: “Down this way, boys!” The 140th “advanced, following their Colonel. Despite a devastating volley in which men fell the men exhausted from their march nevertheless moved up. O’Rorke retrieved the regimental flag and urged his men forward. Then a bullet hit him in the neck and he fell mortally wounded. This courageous action led to O’Rorke being killed, but he is remembered as one of the bravest American military figures, with his likeness being the focal point of the 140th NY monument on LRT today.

Weed then followed, and brought up his artillery commanded by Lt Charles Hazlett. Both were killed in a memorable moment, and the rock they were killed on remains a huge attraction.

General Sykes in his report on the action stated: “Vincent, Weed, and Hazlett, chiefs lamented throughout the corps and army, sealed with their lives the spot intrusted to their keeping, and on which so much depended.... General Weed and Colonel Vincent, officers of rare promise, gave their lives to their country.”

The Attack Continues

The unsuccessful assault by the Third Corps division of Maj. Gen. Richard H. Anderson against the Union center on Cemetery Ridge was the final chapter. Anderson's brigades attacked en echelon, or at least, most of them. But unlike Hood and McLaws, Anderson's division had no support line. It had not been intended to make a main effort. Instead, its brigades were to advance in sequence, as McLaws moved north into its sector. It would have supported what was already a success. Instead, with Hood's and McLaws' attacks going elsewhere, Anderson was essentially forced to make a primary effort, which his deployment was not suited to. With no secondary lines, his brigades couldn't exploit any success they might attain. Once they encountered resistance, they had to withdraw.

The fighting continued into the looming dusk. The sun was sinking, and with it, Confederate hopes of a breakthrough. Intense fighting raged on Culps Hill, Devil’s Den, the Wheatfield, and Cemetery Ridge. The killing fields were covered with soldiers, and horses, and burned and destroyed farms and artillery. The “lines” at this point were hypothetical in some places, as the enemy approached at unexpected angles and from above and below. The scenes were those of almost complete chaos. The bodies of the dead were everywhere.

Devil’s Den:

Devil's Den, located at the extreme left of the III Corps salient under Birney's Division, holds significant geological importance as it is a southern extension of Houck's Ridge and is characterized by its massive boulders. This area proved to be a strategic position for Confederate sharpshooters who took cover behind these boulders and engaged in long-range firing. The Union left flank faced a threat from two regiments of Law's brigade, followed by an attack from Benning and Anderson's brigades of Hood's Division, which exploited a gap in the defense. Despite reinforcements, the Confederate forces outnumbered the Union by a ratio of 5000 to 2500, resulting in a forced retreat. The casualties suffered by both sides amounted to approximately one-third of their respective forces.

Wheatfield:

The Wheatfield was a triangular-shaped field situated at the base of LRT. It was a crucial battleground with road connections spanning the entire fighting zone. Combatants from both sides entered this 20-acre field and launched attacks, only to face unexpected counterattacks from various angles. Owned by John Rose, the Wheatfield was bordered by Rose Woods to the west and Stony Hill, a slight elevation. Houck's Ridge lay to the southeast, while Devil's Den stood to the south. Although elements of the III Corps primarily defended this area, General Meade recognized the vulnerability of Sickles' salient and ordered Caldwell's division from the II Corps, under the command of Hancock, to assist. Notably, the leadership of Samuel Zook, Patrick Kelly (the Irish Brigade), and Edward Cross, who led three brigades, emerged as heroes. The Confederate brigades of Semmes, Anderson, and Kershaw confronted a total of six Federal brigades, resulting in casualties amounting to approximately 30% of all engaged forces.

Colonel Regis de Trobriand, commanding the 38th NY, played a pivotal role in the Wheatfield. His brigade displayed unwavering determination against the relentless assaults launched by Hood's division, particularly the Georgia brigade led by Brigadier General George T. Anderson and the South Carolina brigade commanded by Brigadier General Joseph B. Kershaw. Despite facing overwhelming odds, de Trobriand's brigade valiantly held their ground until they were relieved by units from Major General John C. Caldwell's division of the II Corps. But there was a terrible price—every third man in Trobriand's brigade was a casualty. Despite a personal commendation by his commander, General Birney, he was not promoted for two more years, nor given a medal, likely because he was French, older, and not from West Point. He had a distinguished military career after the war and was an artist and author.

Col. Edward E Cross, 2nd Corps, 1st Division brigade commander. Positioned on the left of the division's battle line as it entered the Wheatfield, Cross led his brigade with valor and determination. During the fighting, Cross was mortally wounded while at the left of his line near the Rose Woods. He died the next day at a field hospital. He normally wore a red bandana into battle but having had a premonition of his death wore a black one this day instead which he was wearing when he was cut down leading his brigade into the Wheatfield leading Caldwell's division to support the advanced position of the under attack 3rd Corps. Hancock told him he would be promoted to Brigadier General after that battle, which is when he announced his premonition.

Samuel Zook: On July 2, 1863, the second day of the Battle of Gettysburg, Brig. Gen. John C. Caldwell's division, including Zook's brigade, was sent to reinforce the crumbling III Corps line that was being assaulted by the Confederate corps of Lt. Gen. James Longstreet. Zook was directed by one of the III Corps staff officers toward the Wheatfield to reinforce the brigade of Col. Régis de Trobriand and to fill a gap near Stony Hill. Zook, on horseback, led his men up the hill, which attracted the attention of men from the advancing 3rd and 7th South Carolina Infantry regiments, of Joseph B. Kershaw's brigade. He was struck by rifle fire in the shoulder, chest, and abdomen, and taken behind the lines for medical treatment at a toll house on the Baltimore Pike. He died from his wounds on July 3.

Cemetery Ridge:

At the top of the “ladder” was Richard Anderson's division of AP Hill's 3rd Corps, which along with Confederate brigades under Cadmus Wilcox, David Lang, and Ambrose Wright made a final attempt at Cemetery Ridge. The brigades of Carnot Posey and William Mahone did not attack, for reasons that remain obscure and controversial.

The Wilcox and Lang attacks drove Humphrey’s line, at the left of the Sickles salient, back toward Cemetery Ridge. Fighting an intense retreat, Humphreys’ resistance gave Meade and Hancock a chance to find reinforcements for the onslaught that was gathering, which was Lee’s idea all along. They had to bring XII Corps from Culps Hill, as we discussed previously.

William Colvill. During the intense fighting in the Wheatfield, AP Hill’s Corps made a move towards the Union center. He deployed the 3rd Brigade of the 3rd Division, led by Col. George Willard, to counter the advance of Confederate Brigadier General William Barksdale's Brigade. Meanwhile, as Hancock searched for reinforcements, he spotted Wilcox's brigade positioned near the base of the ridge, targeting a gap in the Union line. With time being of the essence, Hancock made a crucial decision to call upon the 1st Minnesota, Harrow's Brigade, of the 2nd Division of the II Corps, to confront Wilcox's division. Despite being vastly outnumbered, Hancock ordered the 1st Minnesota Volunteer Infantry Regiment to engage in a desperate bayonet charge against the much larger Confederate brigade four times its size.

Colonel Colville had been arrested on the way to the Gettysburg battlefield for allowing his men to ford a river on logs chasing the Confederate army into Maryland. His regiment arrived in Gettysburg on the morning of July 2 after traveling 14 miles every day for 11 days, finally resting on Cemetery Ridge.

Pointing towards a Confederate flag flying over the advancing enemy line, Hancock urged Col. William Colvill to lead his men in capturing the colors. He shouted to Col. William Colvill, "Advance, Colonel, and take those colors!" The 262 Minnesotans bravely charged the Alabama brigade with fixed bayonets, managing to halt their progress at Plum Run but suffering devastating losses in the process, with 215 casualties (82%), including 40 fatalities or severe injuries. Col. Colville, who had been detained on his way to the Gettysburg battlefield for allowing his troops to cross a river on logs while pursuing the Confederate forces into Maryland, eventually arrived at Gettysburg on July 2 after an arduous journey. The 1st Minnesota became an iconic regiment that survived more casualties percentage-wise than any other during any other single battle. Due to heroic action there, Colvilll was severely wounded, requiring a cane for the rest of his life.

Despite claims that Wright's brigade "pierced the Union line", the best it seems to have done was attain a brief lodgment on its right wing, which it could neither hold nor exploit, and had to relinquish. The Union veterans of the action disputed even this interpretation. The only reason that part of Wright's Brigade managed to pass towards the top of Cemetery Ridge was that the 22nd Georgia (and part of the 3rd Georgia) struck a hole in Gibbon's line that had been created when part of Hall's Brigade was sent south to stabilize the line as the Third Corps retreated. On his left where he smacked into the face of the Philadelphia Brigade, Wright was stopped cold and never made it closer than 30 yards from the stone wall. Posey and Mahone would have been facing two of Hays' brigades and numerous guns on Cemetery Hill. They would have been running a gauntlet to approach the Union line. They may have seen something like what Pettigrew and Trimble faced on the afternoon of July 3.

Freeman McGilvery. McGilvery identified a vulnerable and unguarded gap in the Union's defensive line situated at the southern part of Cemetery Ridge, just north of LRT. In response to this critical finding, McGilvery skillfully assembled a makeshift artillery line by gathering cannons from different commands to fortify the gap. Although lacking infantry support initially, McGilvery's strategically positioned "Plum Run line" of fieldpieces played a crucial role in thwarting the Confederate forces' final push towards the heart of the Union's position.

Summary

As the battle neared its end, Longstreet's assault had been stopped despite the possibility of breakthroughs in different areas. The question arises: would the addition of more troops have changed the outcome? If Anderson had followed orders and deployed all five brigades instead of just three, in a coordinated and echelon formation, could Cemetery Ridge have been breached? The absence of 3,000 men between Posey and Mahone, as well as the lack of support from Wofford's Georgia Brigade for Barksdale's Mississippi Brigade, impeded the success of the attack. If Anderson's forces had been at full strength with all five brigades engaged, there might have been a chance to secure a foothold on a portion of Cemetery Ridge. However, similar to Pickett's Charge the next day, the lack of reinforcements to maintain the breakthrough would have posed a significant challenge against the inevitable counterattack. There were no reserves or supports prepared to exploit any breakthrough, and the dwindling daylight further complicated the situation.

Most importantly, by 6 pm, the tide had turned. The Union had gained the numerical advantage, with more reinforcements heading towards Cemetery Ridge. The presence of additional Union divisions, fresh brigades, and elements of other corps nearby solidified the Union's position. The remnants of Robinson's and Doubleday's Divisions (including Stannard's fresh brigade) and elements of the Sixth and Twelfth Corps were nearby. Despite the temporary advantage that Lee's forces had initially held, the overwhelming strength of the Union forces, combined with the fading daylight, worked against any potential breakthroughs. The brief advantage that fate had bestowed upon Lee was now gone.

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Further Reading

· Harry W Pfanz, Gettysburg: The Second Day. University of North Carolina Press, 1987.

· Glenn Tucker, High Tide at Gettysburg. Bobbs-Merrill, 1958.

Lee and Longstreet at Gettysburg. MacMillan Publishing Company. 1968.

· Edwin B Coddington, The Gettysburg Campaign: A Study in Command. Charles Scribner, 1968.

· James Longstreet, From Manassas to Appomattox: Memoirs of the Civil War in America. 2nd edition, Lippincott, 1912. Accessed at: http://www.wtj.com/archives/longstreet/

· Richard Moe, The Last Full Measure: The Life and Death of the First Minnesota Volunteers. HarperCollins Publishers, 1994.

· https://aoh.com/2019/03/25/patrick-ororke-a-forgotten-hero-of-gettysburg/

· https://killedatgettysburg.org/patrick-ororke-140th-new-york/

· Schmidt, Jim. "The Medical Department: A Thorn in the Lion of the Union", Civil War News, October 2000.

· https://www.civilwarmed.org/chamberlain/

· https://www.historynet.com/20-fateful-decisions-at-gettysburg/?utm_source=sailthru&utm_medium=email&utm_campaign=hnt-hnn-theme

· James M McPherson, Battle Cry of Freedom. Oxford University Press, 1988.

· Shelby Foote, The Civil War: A Narrative. Volumes 1-3. Random House, 1963.

· Stephen W Sears, Gettysburg. Houghton Mifflin Company, 2004.

· Carol Reardon and Tom Vossler, A Field Guide to Gettysburg, Second Edition: Experiencing the Battlefield through Its History, Places, and People. University of North Carolina Press, 2017.

· J David Petruzzi, The Complete Gettysburg Guide. SavasBeattie, 2009.

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On January 30, 1948, the world mourned the loss of one of its greatest advocates for peace and nonviolence, Mohandas Karamchand Gandhi, affectionately known as Mahatma Gandhi. His assassination sent shockwaves through India and the rest of the world, leaving many to ponder the question: What if Gandhi had not been assassinated?

Terry Bailey considers this question.

Mahatma Gandhi in 1942.

Before delving into the hypothetical, it's crucial to understand the profound impact Gandhi had during his lifetime. His philosophy of nonviolent resistance, or Satyagraha, not only played a major role in India's independence movement but also inspired countless civil rights and freedom movements worldwide. Gandhi's teachings on ahimsa, (nonviolence) and his emphasis on social justice continue to resonate with people across generations.

If Gandhi had not been assassinated, his presence would have significantly influenced post-independence India's political landscape. At the time of his death, India was grappling with religious and political tensions, particularly between Hindus and Muslims. Gandhi's vision for a united, pluralistic India would have likely shaped policies and initiatives aimed at fostering harmony and inclusivity.

Gandhi was a staunch advocate for economic self-sufficiency and rural development. His promotion of khadi, (hand-spun cloth) and cottage industries was aimed to empower rural communities and reduce dependence on imported goods. Had Gandhi lived longer, he might have spearheaded initiatives to strengthen India's rural economy and bridge the urban-rural divide, emphasizing sustainable development practices.

Reforms

Another area where Gandhi's prolonged presence could have made a significant impact is in social reforms and equality. He championed the rights of marginalized communities, including Dalits, (formerly known as untouchables) and women. Gandhi's advocacy for social justice would likely have continued, influencing policies and societal norms to address caste discrimination, gender inequality, and other social injustices.

Beyond India's borders, Gandhi's influence on international relations and peace building would have been profound. His principles of nonviolence and dialogue could have played a crucial role in resolving conflicts and promoting peaceful coexistence among nations. Gandhi's leadership on global platforms would have amplified calls for disarmament, human rights, and environmental stewardship.

However, it's essential to acknowledge that Gandhi's continued presence would not have been without challenges and opposition. His ideologies faced criticism from various quarters, including radical factions and those advocating for more aggressive approaches to governance and conflict resolution. Navigating these differing viewpoints while staying true to his principles would have been a delicate balance for Gandhi.

Legacy

Even without the hypothetical scenario of Gandhi surviving beyond 1948, his legacy has endured, albeit in different ways. His teachings and philosophy continue to inspire movements for justice, equality, and peace worldwide. Gandhi's emphasis on individual and collective responsibility for social change still remains relevant in addressing contemporary challenges.

It cannot be more over stated that the assassination of Mahatma Gandhi robbed the world of a visionary leader whose influence extended far beyond his lifetime. Imagining a world where Gandhi had not been assassinated offers interesting insight into the potential trajectories of India's development, global peace efforts, and social justice movements. While we can only speculate on what might have been, Gandhi's teachings continue to guide and inspire people in their quests for a better world, reminding us of the enduring power of nonviolence, truth, and compassion.

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George E. Stephens was a Civil War hero from Philadelphia. He was outraged at not initially being able to fight as he was an African America, so took other roles until free African Americans could join the war.

The 54th Massachusetts Infantry Regimentat the Second Battle of Fort Wagner in July 1863. By Kurz & Allison.

When It came to the cause of freedom, George E. Stephens was the first to step up.

It’s been 160 years since the last of George E. Stephens correspondence letters were sent to the New York Weekly Anglo-African, and35 years since the Civil War movie Glory hit movie theaters around the country. The film depicts the formation of the 54th Massachusetts who bravery led the attack on the Confederate defenses at Fort Wagner in Charleston Harbor in July of 1863.

He is even loosely based on a character in the 1989 film.

Stephens was born in Philadelphia in 1832, the son of William Stephens, worked who would eventually become a lay preacher in the First African Baptist Church, which became extremely active in the abolitionist movement and ultimately in the Underground Railroad.

Although we don’t know much about Stephens’ education, it is probable that he received an education through the Quakers and possibly the Pennsylvania Abolition Society.

Honoring African American Mathematician Benjamin Banneker, he joined a group of fifteen to form The Banneker Institute (a literary society.) Ironically, he was nearly enslaved between 1857–1858 around where the 54th Massachusetts would make their galant charge on Fort Wagner in 1863.

During the Civil War, he initially signed on as a cook and began sending war correspondences to the New York Weekly Anglo-African.

Stephens was a driving force in enlisting men to join the 54th in Philadelphia and would himself signup with the regiment in April 1863 as a Sergeant.

During the brave attack on Fort Wagner on July 18, 1863 the 54th Massachusetts emerged after 7:30 P.M. and advanced up the sandy beach. By the time that the regiment’s charge arrived at the parapet of Wagner, they had withstood immense casualties. Among the 272 men killed from the regiment was commander Colonel Shaw, whose sword was taken from his body after the battle.

Fellow Sergeant William H. Carney, upon seeing that the United States flag was faltering and about to drift into the sand, grabbed it and moved forward despite being wounded. After being pulled to safety, he refused to let go of the colours saying that he had not let them touch the ground.

Stephens was at the center of the 54th’s advance on Fort Wagner. He was wounded but managed to survive and escape without being captured.

After the Civil War, he spent time as a cabinet maker and upholsterer and also as a sailor and also educated newly freed slaves.

Stephens died in Brooklyn, New York in April 1888.

In 1997, editor Donald Yacovone released “A Voice of Thunder: The Civil War Letters of George E. Stephens.”

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Michael Thomas Leibrandt lives and works in Abington Township, Pennsylvania.

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The Congress of Vienna took place in 1814-15 in the light of the ending of the Napoleonic Wars. It had the aim of creating a revised European political order in the post-war period. Here, Bilal Junejo considers how effective the Congress was.

Klemens von Metternich. 1815 portrait by Thomas Lawrence.

Whenever it is the effectiveness of something which has to be determined, it invariably helps to be clear at the outset about the criteria in light of which such determination is to be made. In the case of the Congress of Vienna, how effective was it in doing what? What was it supposed to do when it convened? And what did it then go on to actually do? Was it able, by dint of the settlement which it drew up on 9 June 1815, to accomplish all that it had set out to? Or did subsequent events prove by their very occurrence that the Treaty of Vienna had been “ineffective” (because it could do nothing to forestall them)? To learn the answers, we must begin our analysis by examining the principal characteristics of a peace conference in the abstract — before turning to consider the extent to which those characteristics may be said to have been borne by the Congress of Vienna.

Ordinarily, a peace conference opens in the wake of an armistice. That is because the foremost purpose of such a conference is to determine what the postwar settlement will look like, and there is no point in discussing such a settlement until hostilities have at least provisionally ceased, for any such discussion presupposes knowledge of the international environment in which any settlement drawn up will have to operate, and no ascertainment of that environment can take place until fighting has stopped, not least because the lineaments of that environment will themselves be determined by the timing of the truce. What necessitates such a conference, though, is not the nature of the losing side’s surrender (which may be conditional or unconditional), but the fact that the winning side comprises not one participant but several. The victors’ initial lack of consensus as to the principal characteristics of the postwar settlement, coupled with the inability of each of them to settle things unilaterally in their own favor, makes them hold a conference in the hope of finding (some) common ground. As it is a peace conference, any acceptable settlement (for what is not acceptable will not be workable either) in which its deliberations eventuate has to ensure, if the conference itself is to be called “effective”, three things at all costs — the minimization of the losing side’s ability (and, if the victors are sufficiently wise, incentive) to resume hostilities; the material satisfaction of each victor in proportion to their losses during the war; and finally, if the first two requirements have been fulfilled, an overall arrangement of affairs that is calculated to maximize the life of the new peace. Given how the views of each victor are bound to be colored by considerations of their national security, none of the three things mentioned above can ever admit of an easy solution; but what occasionally complicates matters for everyone is the awkward situation where some members of the winning side turn out to have been able to have accomplished all or most of their wartime goals before the armistice was concluded, whilst the rest expect to be able to accomplish theirs as a direct result of the postwar settlement. The former, whom one might call the possessive, will consequently find their bargaining power at the conference to be much greater than that of the latter, whom one might call the acquisitive. Under such circumstances, the acquisitive will normally make their gains only if they first accord recognition to the wartime gains of the possessive. However, it should also be remembered that the possessive will have, in spite of their superior bargaining position, a vested interest in satisfying as many demands of the acquisitive as they possibly can, since any alienation of the latter will only result in potential allies for the side that has lost the war, presaging a regrouping of forces and a consequent undermining of the new settlement even before it officially comes into being.

Effectiveness

Having ascertained the raison d’être of a peace conference, as well as the three cumulative requirements for making it “effective”, it should not be too difficult now for us to determine just how well the Congress of Vienna’s chosen means conduced to its own ends. Beginning with the first requirement, namely minimizing the losing side’s ability and incentive to resume hostilities, the Congress performed quite well. Unlike most peace conferences, it had the advantage of having opened (in September 1814) only after a proper treaty of peace (as opposed to a mere armistice) had been concluded with the loser (on 30 May). The Treaty of Paris had confirmed not only the Allies’ recognition of the return of legitimate (i.e. internationally acceptable) Bourbon rule to France, but also the terms upon which France (or at least her new, de facto representatives) had agreed that she should thenceforth peacefully coexist with the rest of Europe. The early advent of this congenial development ensured that the Congress, when it subsequently convened, would remain conscious of the need to draw up no settlement of which the provisions in relation to France would be such as to humiliate the French people, subvert the Bourbons’ shaky hold, incite the return of Bonapartism, and plunge Europe into war anew. And given the decision to exile Napoleon to an island as close to France as Elba, it is likely that nobody foresaw the One Hundred Days in May 1814, as nobody could have known then how quickly the Bourbons, notwithstanding the Charter of Ghent, would resume their traditional misrule (ranging from economic inefficiency to humiliating political opponents) after returning to power (Roberts, 2015: 726-8). But that misrule had nothing to do with the Congress. It could, of course, be argued that since the Bourbons owed their return to Allied military support, the Congress could have ordered them to govern less provocatively than they were doing, but that begs the question of how exactly it was supposed to have realized the provocation prior to Napoleon’s smoothest of returns to power in March 1815. As late as February, Lord Castlereagh’s deputy at the Foreign Office was telling Campbell (the British commissioner guarding Napoleon on Elba) when he met him in Florence that “[w]hen you return to Elba, you may tell Bonaparte that he is quite forgotten in Europe: no one thinks of him now (Roberts, 2015: 730).” This cannot be dismissed as mere hyperbole to dampen Napoleon’s spirits, for the aforementioned proximity of Elba to France and the Allies’ indifference to both that and Bourbon misrule (in spite of Allied forces still being present upon French soil) strongly suggest that such a view was genuinely held at the ongoing Congress. But because Napoleon was soon defeated at Waterloo and exiled to faraway St Helena, the Congress never had to atone for its indifference to Bourbon misgovernment. The Second Treaty of Paris (20 November 1815) — which established a Quadruple Alliance of Great Britain, Prussia, Austria and Russia to function principally as a system of collective security for nipping any kind of French aggression in the bud — declared that France was to return to her pre-Revolutionary borders, pay an indemnity of 700 million francs, and have the greater part of her territory occupied by Allied forces for five years. But the French people, notwithstanding the Bourbons’ return, complied; and by 1818, at the Congress of Aix-la-Chapelle, reparations had been settled, the occupation was ended after only three years, and the Quadruple Alliance became the Quintuple with the addition of France, which finally restored her to full great power status in Europe. The speed with which France was able to regain equality of status in Europe after 1815 shows how the Congress of Vienna, supplemented by the Second Treaty of Paris, had left her neither desirous of overturning the new settlement nor in a position to do so even if she wanted to.

Material satisfaction

Vis-à-vis the second requirement — the victors’ material satisfaction — the Congress also did well. Indeed, it must have done so, if “it is possible to say [that the Vienna settlement] contained in none of its provisions the seeds of a future war between the great powers, and must thus be rated a better peace than either Utrecht or Versailles (Seaman, 2003: 8).” A complete list of the powers’ individual territorial gains is not necessary, for all that concerns us is the realization that because no power felt cheated or resentful, the third requirement — ensuring the peace’s longevity — may be considered in conjunction with the second, as any durable postwar peace presupposes the victors’ general satisfaction. It should be remembered that since the Congress had opened only after the Bourbons’ restoration, its task was not to achieve peace, but to ensure that it would continue. But because that peace was going to be principally between hereditary autocrats, the lack of domestic accountability had to be compensated for by an international equilibrium of forces, which necessitated not only the erosion of revolutionary ideas, but also the remedying of those weaknesses in the Continental structure which had tempted and enabled French aggression in the first place. Unsurprisingly, the best antidote to revolution was perceived to lie in the concept of legitimacy, which meant that the established monarchies of Europe alone had the right to rule over their respective people(s) merelybecause they were established. It was a return to the status quo ante, as

“After the two World Wars of the twentieth century there was no question of recreating the situation that had existed before the outbreak of hostilities; the statesmen of 1814, on the other hand, were definitely seeking some sort of return to the eighteenth-century system. It was not merely that their pride had been bruised by the impact of Napoleon's armies; the whole basis of the ancien régime had been challenged by the extension of revolutionary principles in the lands adjoining France, and for the Allies the purpose of victory was to restore the political and social framework that had been so roughly shaken since 1789 (Wood, 1964: 6).”

Weak Legitimacy?

The weakness inherent in choosing legitimacy as the basis of the Vienna settlement was that it was based upon the memory of the French Revolution and Napoleon (Kissinger, 1994: 88). Inevitably, as that memory faded with the passage of time, respect for legitimacy (which had only grown as a result of that memory) would diminish, and conflict erupt anew. But in 1815, there existed no other belief upon which to base a consensus. For the settlement to work, every power had not only to make the territorial gains for which she had fought the protracted Napoleonic Wars (and which would constitute her price for acceding to the settlement), but also to rest assured that those gains would not be subsequently snatched from her by a jealous rival. After decades of war, the decision to uphold legitimacy would mean that the incentive for one autocrat not to encroach upon the territory of another could easily lie in the understanding that the latter would reciprocate such forbearance in kind. Indeed, Russia, Prussia, and Austria went a step further, and developed between themselves what would come to be known as the Holy Alliance, which obliged its members to assist one another in the suppression of insurrectionary activity in each other’s dominions. But if legitimacy could keep the powers from exploiting their respective geopolitical opportunities merely for the sake of reciprocity, it did not eliminate the existence of those opportunities. They would be exploited as soon as anyone felt strong enough to do so (as eventually happened in the Crimean War). The principal achievement of the Treaty of Vienna — or rather of its foremost defender, Metternich, who remained Austrian foreign minister until 1848 — was to keep Prussia and Russia, the foremost Continental powers, convinced for over thirty years that their best interests lay in peace rather than war. It helped, of course, that these countries were autocracies, where Metternich only had to convince the monarch and no one else. But throughout his tenure, Metternich’s task had been to keep them from acting, rather than from reacting. One wonders, therefore, whether even Metternich, had he remained in office, would have been able to stave off conflict after the advent of the ‘illegitimate’ and provocatively domineering Napoleon III in 1852. It was Metternich’s luck that no meaningful challenge to the peace arose until after 1848 — and his accomplishment that he kept both Prussia and Russia from challenging it throughout his time in office. Navarino had not challenged the peace because Russia had fought it in concert with the ‘legitimate’ Bourbons and London — and against a non-Christian power, assisting whom was in no way stipulated by the Holy Alliance. Consequently,

“After the Congress of Vienna, Europe experienced the longest period of peace it had ever known. No war at all took place among the Great Powers for forty years, and after the Crimean War in 1854, no general war for another sixty (Kissinger, 1994: 79).”

Good luck

It was the spirit of Vienna’s good luck that it did not die (in 1856) until the rejuvenation of France under Napoleon III (which was shortly eclipsed by German unification under Bismarck) had taken place, restoring something of a military balance on the Continent to counter the end of legitimacy (which was crucial in postponing the outbreak of a general war until 1914). It had taken the combined forces of Great Britain, France, and eventually Piedmont-Sardinia (plus the decisive ultimatum from Austria) to bring Russia to the negotiating table in 1856!

But for the forty years that it lasted, the post-1815 peace also owed something to the Continental restructuring that had taken place at Vienna, and which the precepts of legitimacy subsequently preserved from unilateral change. In the first place, British determination to prevent the recrudescence of Continental subservience to one state had resulted in the creation of a united kingdom of Holland, Belgium, and Luxembourg to keep the Low Countries’ ports, which were perilously close to Dover, from falling into a Continental power’s hands. Catholic Belgium was united with Protestant Holland not from lack of foresight, but because it was impossible then to confirm future French docility (Seaman, 2003: 4) — not least because Napoleon had yet to be defeated when the Treaty of Vienna was signed on 9 June. Even after Belgium’s secession from the union in 1830, Great Britain was able to have Belgian sovereignty guaranteed by all the great powers under Article 7 of the Treaty of London of 1839 — with the result that thenceforth, until 1914, she could remain comfortably aloof from all disputes in western Europe (particularly at the time of the Franco-Prussian War in 1870), resulting in their automatic reduction to manageable proportions and preventing the outbreak of a Continental conflagration.

German Confederation & Russia

Another (Austro-) British achievement was the establishment of the German Confederation. An association of thirty-nine German states (including parts of both Prussia and Austria) in the center of Europe with no central administration but under the nominal presidency of Vienna would prove to be too strong to be attacked by a neighboring power, but too weak to attack anyone itself (Kissinger, 1994: 81). Checking both French and Russian expansion, as well as maintaining an equilibrium between Prussia and Austria in central Europe, the Confederation promised to be the cornerstone of the Continental equilibrium for which Lord Castlereagh had been straining every nerve.

The cause of peace was also helped by appeasement of the foremost Continental power in 1815 — Russia (Kissinger, 1994: 140). By acknowledging Russian suzerainty over Poland — which the Tsar had captured from Napoleon in the war’s final stages, making Russia a possessive power in the Polish context — the Allies, and especially acquisitive Austria, won Russia’s crucial support for legitimate rule across the Continent. It was the Congress of Vienna because, among the great powers, Austria’s desire for one had been the greatest (Roberts, 2015: 726). Her military weakness meant that her European wishes could only be fulfilled if they also became international decisions. Winning indispensable Russian support at that decisive hour preserved the peace for nearly forty years.

Conclusion

To conclude, the Congress of Vienna was considerably effective because it ushered in an unprecedentedly long era of (general) peace. But because that peace had been inspired by a common fear, it was bound to be lost once that fear had evaporated. Even so, legitimacy’s survival until 1856 allowed the Continent to regain something of a military balance — which helped to postpone the next European war until 1914.

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Bibliography

Kissinger, H. (1994) Diplomacy. Simon & Schuster Paperbacks.

Roberts, A. (2015) Napoleon the Great. Penguin Books.

Seaman, L. (2003) From Vienna to Versailles. Taylor & Francis e-Library.

Wood, A. (1964) Europe 1815-1945. Longmans, Green and Co Ltd.

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The United States went to war against Spain in 1898 to end Spanish colonial rule in Cuba. The United States remained as an occupying power after the expulsion of the Spanish. However, Paul Parobek discovered during his research that there was a humanitarian dimension to the American occupation of Cuba that is often overlooked in the scholarship.

An 1897 cartoon showing how the American people want help Cubans, but the US government not wanting to. *Judge Magazine* on February 2, 1897.

The United States has a long history of providing humanitarian relief to foreigners suffering from disasters. However, the humanitarian relief provided by the United States to Cuba following the War against Spain in 1898 is often overlooked even though Americans were well-aware of the suffering of the Cubans. American media regularly reported on the Spanish atrocities being committed in Cuba by the Spanish General Weyler who was given the name ‘The Butcher’ by American newspapers. William McKinley made the humanitarian situation in Cuba a prominent cornerstone of his campaign in 1896 and according to Irwin, President McKinley sought to avoid a war with Spain, but he also wanted to alleviate the suffering of the Cubans and “turned to humanitarian assistance” (Irwin, 2013, p. 26).The Spanish-Cuban conflict killed between 200,000 and 400,000 Cubans over the course of the two years from McKinley’s election in 1896 until the War against Spain in 1898 which President McKinley referred to in genocidal terms. Deaths were not just limited to the combatants. The elderly, disabled, women, and children were also affected which Senator Lodge referred to in a Senate speech as being “medieval and barbaric”. American troops immediately began an assessment of the situation in Cuba once the Spanish had been expelled. The devastation varied across the island. Provinces such as Havana were not as devastated while the rural provinces in the eastern part of Cuba were the most devastated. The provinces of Matanzas, Santa Clara, Santiago, and Puerto Principe were particularly devastated as that is where General Weyler initiated the reconcentrado policies. In one province, the United States had only four to six weeks’ worth of food to supply the inhabitants. In another province, the humanitarian plight was so severe that the United States had to prioritize the recipients with the elderly, disabled, women, and children receiving priority status.

Distribution

The American Army expedited the distribution of emergency food rations to the Cubans. Adjutant General H. C. Corbin first ordered the distribution of food rations in General Order Number 110 on 1 August 1898 by orders of the Secretary of War Elihu Root. This order primarily dealt with the commissary of the American troops, however, sections seven and eight specifically called for the distribution of food “to troops of the Cuban army, to Cuban destitutes, and to the prisoners of war” ('General Orders and Circulars: Adjudent General's Office,' 1898, p. 312). Food rations were distributed and their effects were documented in various reports. In one report by General Wilson, the period from 1 January to 30 June 1899 in the provinces of Santa Clara and Matanzas saw “I,930,130 Cuban rations were issued… (and) The number of destitute greatly diminished since last January, and now the distribution of rations is principally confined to hospitals and orphan asylums” (Wilson, 1899, p. 8 in report). In Havana when the orders were made, between 20,000 and 25,000 people, but these were reduced by degree” (Ludlow, 1899, p. 17 in report).

Food rations would later be provided by allocation of funds from the Bureau of Insular Affairs. A report from the Chief Commissary Officer Major A. l. Smith on 12 August 1899, from 11 April and 30 June 1899 saw a total of “1,081,870 pounds of food were transferred to the Cubans” (Smith, 1899, p. 12 in report). The total cost of these food supplies totalled $49,013.37. Males and the able-bodied were given the lowest priority. Those males who were given rations and regained their strength were then required to work to aid in the rebuilding of Cuba. The relief had to be rationed to make it last until. The relief that was provided did not substantially reduce the suffering. It was apparent that the United States military could not handle the humanitarian relief by itself in addition to its other responsibilities including restoring law and order, rebuilding the island’s infrastructure, and creating civil authorities.

Partnership

The United States partnered with various relief societies and Church groups in the private sector including the American Red Cross, The Central Cuban Relief Committee, The Women's National Relief Association, and the Hijas de Cuba (the Daughters of Cuba) were other prominent organizations that appealed to the American public for money, food, clothing, and medicine ('Relief for Starving Cubans,' 8 January 1898, p. 1). They were initially placed under the State Department to help provide relief to Cuba. These relief societies were highly successful as the American Consulate-General Fitzhugh Lee stated in a letter to William Day in Havana on 23 November 1897, about their success, writing “under charitable committees, a large number of them (mainly women and children former reconcenrados) have been gathered together in houses, and are now being fed and cared for by private subscriptions” (Report of the Committee on Foreign Relations, United States Senate, Relative to Affairs in Cuba, Ordered to be Printed April 13, 1898, 1898, p. 552). Leaders of the various relief societies such as Clara Barton made personal visits to Cuba to personally “distribute food and medical supplies to civilians and established orphan asylums” (Irwin, 2013, p. 26). In addition to prominent businessmen including Ford, Rockefeller, Carnegie, Chase, and Sheeran often organized social gatherings with prominent organizations including the Chamber of Commerce of New York City to raise money for relief efforts ('Relief for Cuban Sufferers,' 11 January 1898, p. 7).

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Abraham Lincoln’s assassination on April 14, 1865 had significant consequences, particularly coming as it did shortly before the end of the U.S. Civil War. Here, Lloyd W Klein looks at the assassination and Lincoln’s killer, John Wilkes Booth.

A depiction of John Wilkes Booth when he was about to shoot President Abraham Lincoln.

The Assassination

The assassin silently opened the first door to the President’s theater box, fully aware that the bodyguard was not around. He barricaded the door behind him, using a stick that he wedged in between the door and the wall. He then looked through a small peephole he’d previously carved in the second door. The time was shortly after 10 PM. He waited for the particular line in the play he knew was received by the audience with loud laughing and noise, to be spoken by actor Harry Hawk (playing Asa Trenchard). When he heard the line, “Don’t know the manners of good society, eh? Well, I guess I know enough to turn you inside out, old gal; you sockdologizing old man-trap!” and heard the expected audience response, he opened the second door. He silently moved forward and took one shot at the back of the President’s head, who was laughing. He dropped his derringer, then pulled a knife to fight off the officer accompanying Lincoln that night, who had grabbed his coat to restrain him.

Well aware of the layout of Ford’s Theater, having acted there numerous times, his escape route was to jump from the balcony where the box was located to the stage. When he jumped to the stage, Booth broke the fibula, the small bone in the bottom of his left leg. In his diary, Booth wrote that he said, “Sic semper” although eyewitnesses thought he said “Sic semper tyrannis” and others “The South is avenged”. Only the screams of the ladies from the box suggested this wasn’t a part of the play; the audience began to realize what had happened when the officer yelled, “Stop that man”.

Booth ran out to the alley from backstage, pursued by audience members, where his groom Joseph “Peanuts” Burroughs was waiting outside, holding Booth’s horse. Booth struck Peanuts in the head with his knife, jumped onto his horse, and rode off.

Booth had gained entrance to the President’s box at the theater without any problem because the assigned bodyguard, John Parker, a Metropolitan Washington DC officer, was not where he was supposed to be: seated just outside in a passageway by the door. From where he sat, the bodyguard couldn’t see the stage, so after Lincoln and his guests settled in, he moved to the first gallery to enjoy the play. Later, he committed an even greater folly: at intermission, he joined the footman and coachman of Lincoln’s carriage for drinks in the Star Saloon next door to Ford’s Theatre. Booth was seated in the Star Saloon, drinking quite heavily. When Booth crept up to the door to Lincoln’s box, he knew there was no one on duty because he saw Parker drinking in the saloon.

Major Henry Rathbone attended the play at Ford’s Theater with the Lincolns and his fiancée, Clara Harris. He was invited only because General and Mrs. Grant turned down the invitation at a late hour. The general’s wife, however, had recently been the victim of Mary Todd Lincoln’s acid tongue and wanted no part of a night on the town with the First Lady. Grant had backed out citing the couple’s desire to travel to New Jersey to see their children. He attempted to stop the assassin but was seriously wounded by Booth, who slashed Rathbone’s left arm from his elbow to his shoulder.

All four of the people in that box would become tragic victims of that night. Major Rathbone married Clara—who also happened to be his stepsister—in 1867, but then he grew increasingly erratic and perhaps suffered from post-traumatic stress. Although they had 3 children, he was mentally anguished forever after by thoughts that he had not done enough to prevent the murder. Although appointed by President Arthur to be the Consul to Hanover, his mental health continued to decline. He threatened divorce frequently. He ultimately fatally shot and stabbed his wife and then stabbed himself five times. He was charged with murder but instead was declared insane and committed to a mental asylum for the remainder of his life. Mary Todd Lincoln, the fourth person present, was herself institutionalized in 1875.

The president had been mortally wounded; He was carried to a lodging house across the street from the theater. At about 7:22 the next morning, he died—the first U.S. president to be assassinated.

Seward

Another segment of the plot was to assassinate William Seward, the Secretary of State. Lewis Powell, a co-conspirator with John Wilkes Booth, forced his way into Seward’s house. Seward had been in a carriage accident 9 days previously, breaking his jaw. He was recuperating from a painful wound that prevented him from eating normally. The accident and Seward’s injuries were widely reported. Powell came to the door dressed well and claimed to be bringing pain medication that Seward’s doctor had prescribed. The servant answering the door was happy to take the medication but would not give the “messenger” entrance to the house. Powell pushed open the door and raced up the stairs to the bedroom, where he stabbed Seward several times before fleeing the scene. Seward was wearing a brace for his jaw injury that deflected the knife slashes. He also rolled over away from the killer and was only minimally injured in the chest and neck. Besides Seward, 8 people were stabbed and one hit in the head; these included four of Seward's children, a bodyguard, and a messenger. His son Frederick was hit in the head by a pistol when the gun malfunctioned; he spent 2 months in a coma. That night and the next morning, Seward deduced that Lincoln had been murdered. Seward heard church bells tolling; although the people around him tried to deny it, fearing the effect of inflicting emotional pain, Seward said, “Lincoln is dead because if he were alive he would have been the first to come to see me.”

Who was Booth? What was he planning?

John Wilkes Booth was a famous actor, from a very prominent theatrical family. Many considered Booth’s father, Junius Brutus Booth, to be the finest Shakespearean actor of his generation, and Booth’s older brother, Edwin is commonly named among the greatest American actors of all time, Booth grew up in Baltimore. He was called “the handsomest man in America” by at least one critic.

His interest in politics, and particularly his partiality to slavery, developed at a young age. The rest of his family could not abide his politics, as they were all Union men. Booth became involved with the Knights of the Golden Circle in Baltimore. During the war, he chose to remain in the North despite his political persuasions as there were more options for actors in northern cities.

His anti-Union sentiments were fully displayed on an October 1864 trip to Montreal, a city noted for its southern sympathy and a notorious outpost of Confederate agents. On October 18th he checked into St. Lawrence Hall, an old Hotel known as the Confederacy’s Canadian center. Witnesses would later claim to have seen Booth talking with known agents and openly expressing contempt for Lincoln.

There, money from some source changed hands; a bankbook with $ 455 and three certificates of exchange from The Ontario Bank dated October 27th was found in his possession when he was killed. It is believed that he had already developed a general plan for the kidnapping of Abraham Lincoln at that point. Booth was known to have been in Montreal that day. The origin of these funds remains uncertain, especially regarding whether someone high up in the Confederate government had financed the assassination (Klein).

A witness at the 1865 trial of Booth’s accomplices testified that Patrick C. Martin accompanied Booth to the Montreal branch of the Ontario Bank, where Booth made a deposit and took bills of exchange. Martin was a Baltimore liquor dealer who had established a Confederate Secret Service base in Montreal in the summer of 1862. He had arranged blockade running and financial services benefitting Confederate interests. It is known that Booth tried to arrange the transfer of his theatrical costumes to Jamaica by Martin

Martin gave Booth letters of introduction to two southern Maryland physicians, Dr. William Queen and Dr. Samuel Mudd. These operatives were to assist him in escaping. In November, 1864. Booth deposited $1,500 in the Cooke Bank in Washington. He spent these funds between January 7 and March 16, 1865, to assemble his team.

The Plot

Booth had visited Bryantown MD in November and December 1864, allegedly to search for real estate investments. Bryantown is located 25 miles from Washington and about 5 miles from Dr. Mudd's farm. Of course, the real estate alibi was a cover; Booth's true purpose was to plan an escape route as part of the plan to kidnap Lincoln. Booth’s original idea was that the federal government would ransom Lincoln by releasing a large number of Confederate prisoners of war.

There, he met with Dr Mudd, an active participant in a confederate spy network. Booth met Mudd at St. Mary's Catholic Church in Bryantown during one of those visits, probably in November. Booth visited Mudd at his farm the next day and stayed there overnight. The following day, Booth purchased a horse from Mudd's neighbor and returned to Washington.

On December 23, 1864, Mudd traveled to Washington. There he met Booth again, where the two men, as well as John Surratt, Jr., and Louis J. Weichmann, had a conversation and drinks. They met first at Booth's hotel and later at Mudd's. According to a statement made by George Atzerodt taken while he was in federal custody on May 1, 1865, Mudd knew in advance about Booth's plans; Atzerodt was sure the doctor knew because Booth had "sent (as he told me) liquors & provisions... about two weeks before the murder to Dr. Mudd's."

It has been suggested that Booth heard Lincoln speak at his second inaugural address. Some photos appear to show him in the crowd wearing a top hat but perhaps also without. No one knows for certain if this individual is Booth, or even if Booth was present that day.

On March 17, Booth and a group composed of George Atzerodt, David Herold, and Lewis Powell, met in a Washington bar to plot the abduction of the president three days later. However, the president changed his plans, and the scheme was scuttled. General Robert E. Lee surrendered to the Union on April 9th at Appomattox Court House and the war was essentially over.

On the evening of April 11, the president stood on the White House balcony and delivered a speech outlining some of his ideas about reconstruction and bringing the defeated Confederate states back into the Union. Lincoln indicated a desire to give voting rights to some African Americans, such as those who had fought in the Union ranks during the war. He expressed a desire that the southern states would extend the vote to literate blacks, as well. Booth was in the small audience on the White House lawn listening. , “That means n____ citizenship,” he told Lewis Powell. “Now, by God, I’ll put him through. That is the last speech he will ever make.” Booth’s plot changed to murder at that moment. The conspirators altered their plan; the new plot was to kill Lincoln, Vice President Andrew Johnson, and Secretary of State William Seward on the same evening.

While visiting Ford's Theatre around noon to pick up his mail on April 14th, Booth learned that Lincoln and Grant were to visit the theater that evening for a performance of Our American Cousin. Booth had performed there several times, so he knew the theater's layout and was familiar to its staff. Recognizing this was a golden opportunity, Booth went to Mary Surratt's boarding house and asked her to deliver a package to her tavern in Surrattsville, Maryland. He also asked her to tell her tenant Louis J. Weichmann to ready the guns and ammunition that Booth had previously stored at the tavern.

The conspirators met for the final time at 8:45 pm. Booth assigned Powell to kill Secretary of State William H. Seward at his home, Atzerodt to kill Vice President Andrew Johnson at the Kirkwood Hotel, and Herold to guide Powell (who was unfamiliar with Washington) to the Seward house and then to a rendezvous with Booth in Maryland. Atzerodt backed out of his part to kill Johnson.

The Fibula Fracture

Many people believed that Booth broke his leg as a result of jumping from the presidential box onto the theatre stage from the impact of the jump to the stage, where he landed somewhat off balance. Some historians speculate that Booth may have broken his leg when the horse that he was riding, galloping away from the murder scene at a high rate of speed, tripped and fell on its left side. Perhaps his left leg was entangled in the flag that was draped in front.

Fibular fractures can be due to falls when landing incorrectly, but can also occur from a severely twisted ankle.The distance from the theatre box balcony to the stage floor today is approximately 12 feet. Some eyewitness accounts suggested that the original height was closer to 9 feet, and a sketch done soon after the assassination suggests the distance was 10 feet, 7 inches. The distance Booth jumped may never be accurately known since the theatre was renovated in 1866. The original box was completely demolished.

Fibular fractures are painful and often accompanied by ligament or tendon injuries. Swelling, tenderness, inability to bear weight, and numbness are common. This injury would be a serious impediment to one’s ability to walk without a limp or run normally.

Escape Route & Capture

After the assassination, Booth rode to Maryland with David Herold. The first place was Popes Creek on the Potomac River in southern Maryland, and then to the Surratt Tavern to pick up the weapons he had asked to be delivered there earlier. Finally, he went to the home of Dr. Mudd, who placed splints on Booth’s leg. It would have been impossible, as Mudd claimed, that he did not know this man, whom he had met on several occasions. Moreover, while Mudd may not have known about the assassination that night, he certainly did the next morning when he went into town; yet he told no one about his guests. Booth then left and they stayed at the home of Samuel Cox, and then in some woods on the north bank of the Potomac. There, Booth had access to newspapers and food. On April 22nd, they rowed across the river to Virginia, on the south side. They hid in a barn on Richard Garrett’s farm, as thousands of Union troops combed the area looking for them.

The assassination of Abraham Lincoln initiated a massive search to find the killers Secretary of War Stanton sent a telegram to his man, Lafayette Curry Baker, head of the federal intelligence service, called the US Secret Service. Curry was in New York City when Stanton ordered him to come to DC immediately and help find the murderer. The identity of the assassin was well established, but he remained at large. Despite being In a city with thousands of troops at the war’s end, and hundreds of police, Stanton sent out the signal for this particular man to help find him. “Come here immediately and see if you can find the murderer of the President,” Stanton telegraphed him. He took the train the next day.

Within two days he had arrested Mary Surratt, Lewis Paine, George Atzerodt, and Edman Spangler. He also had the names of the fellow conspirators, John Wilkes Booth and David Herold. His investigation method wasn’t to search for anyone. Instead, he planted moles in the ranks of the investigators. From them, he learned that the prime suspects were traveling south through the eastern Maryland counties of Prince George and Charles. Thousands of troops and uncounted civilians were involved in the manhunt. Stanton had put out a reward of $100,000 (about $1.8 million in today’s dollars). Every motivated civilian, detective, policeman, and Union officer hoped to strike it rich.

He happened to be in the offices of the War Department when he learned that two men identified as the fugitives had been seen making the Potomac crossing into Virginia near Mathias Point on April 22nd. He knew a great deal about the routes used by Confederate couriers and spies that operated in the Northern Neck and made an educated guess as to where Booth and Herold might be. He summoned two assistants in his office spread out a map on a small table and pointed to Mathias Point on the Virginia side of the Potomac. “He’s right in there,” pointing to a circle he drew on the map. “I want you to go to this place, search the country thoroughly, and get Booth.”

He sent Lieutenant Edward P. Doherty and twenty-five men from the Sixteenth New York Cavalry to capture Booth in Virginia, accompanied by Lieutenant Colonel Everton Conger, an intelligence officer. Several of his men knocked on doors, and asked about two men, one with a broken leg, for 12 hours. Finally, an ex-Confederate soldier named William S Jett was interrogated roughly. The man guided them and a cavalry squad to Richard H Garrett’s farm, where the cavalrymen discovered the fugitives in a tobacco barn on the morning of Wednesday, April 26, 1865.

Around 2:00 am the soldiers surrounded the barn, which was located about 60 miles south of Ford's Theatre near Port Royal, Virginia. Lieutenant Luther Baker yelled, "Surrender, or we'll fire the barn and smoke you out like rats! We'll give you five minutes more to make up your minds." Booth asked for time to decide. Finally, after some more give and take with the soldiers, Booth yelled, "Well, my brave boys, you can prepare a stretcher for me! I will never surrender!" After a short time, Booth said, "Oh, Captain, there's a man in here who wants to surrender awful bad." The barn door rattled, and David Herold's voice was heard saying he wanted to give up. Herold slowly came out and was slammed to the ground by the soldiers. He was hauled to a nearby tree and tied up with rope.

Still, Booth would not come out. Using straw and brush, Conger set the barn on fire. Booth was visible to the soldiers because the barn was full of cracks and knotholes. They could see him moving about the burning barn holding his carbine and crutch. At this moment, Corporal Boston Corbett shot Booth through the neck. Booth was paralyzed and barely alive. With difficulty, Booth was able to speak. He said, "Tell Mother I died for my country." A local doctor, Dr. Charles Urquhart, Jr., who had been a physician in nearby Port Royal since 1821, arrived on the scene and indicated the wound that had punctured Booth's spinal cord was fatal. Sometime around 7:00 A.M. Booth looked at his hands and moaned, "Useless! Useless!" Those were probably the last words Booth spoke before dying.

Booth was pronounced dead at 7:15 A.M. A search of his body turned up a pair of revolvers, a belt and holster, two knives, some cartridges, a file, a war map of the Southern States, a spur, a pipe, the Canadian bills of exchange, a compass with a leather case, a signal whistle, an almost burned up candle, pictures of five women - four actresses (Alice Grey, Helen Western, Effie Germon, and Fanny Brown) and his fiancée, Lucy Hale (the daughter of ex-Senator John P. Hale from New Hampshire), and an 1864 date book kept as a diary. These items found on his person still exist. They are owned by the National Park Service and held at the Ford’s Theater Museum. They have a long history in themselves.

Lt Col Conger brought Booth’s possessions back to Curry, who turned them over to Secretary of War Edwin M. Stanton, who used them as trial evidence for the assassins' accomplices. Except for one thing: Booth’s diary. When it reappeared in 1867, it was missing 18 pages. No one knows who cut those out of the book, or why. Stanton claimed it was given to him like that. It might be that the missing pages in Booth’s diary told who Booth was working for, and the whole story of the plot; and may have incriminated very prominent people, such as Andrew Johnson, as part of the kidnapping scheme. Some have speculated that Stanton destroyed the pages because his own name appeared in it. Yet another theory is that the missing pages included the names of people who had financed the conspiracy; it later emerged that Booth had received a large amount of money from a New York-based firm to which Stanton had connections.

The other conspirators were captured the day after the assassination outside Surratt’s boarding house, except for John Surratt, who fled to Canada. Powell was caught purely by accident, as he approached the boarding house not knowing Union troops were inside; he was missing his hat (found in the Seward home) and had blood stains on his clothes. On July 7, after a military court trial. George Atzerodt, Lewis Powell, David Herold, and John Surratt’s mother, Mary, were hanged in Washington. The execution of Mary Surratt is believed by some to have been a miscarriage of justice. Although there was proof of her involvement in the original abduction conspiracy, it is clear that her deeds were minor compared to those of the others who were executed. John was eventually tracked down in Egypt and brought back to trial, but with the help of clever lawyers, he won an acquittal in a civilian court.

On June 29, 1865, Mudd was found guilty with the others. The testimony of Louis J. Weichmann was crucial in obtaining the convictions. Mudd escaped the death penalty by one vote and was sentenced to life imprisonment. He was later pardoned by President Andrew Johnson in 1869.

Some contemporary historians make a case that Dr Mudd should be exonerated. There is no definitive evidence to support that he knew that Lincoln was assassinated nor that Booth had committed a crime. There is evidence that he was involved in the kidnapping plot though. The key issue is that he lied about knowing Booth, and how much he knew about the plot, and delayed reporting Booth's presence. That made him guilty of conspiracy and being an accomplice, but saved him from the death penalty. Interestingly, others also knew about the kidnapping plot who weren't convicted of the murder. Legally his lack of planned involvement in the assassination mitigates any participation after the fact. Then there is his Hippocratic oath, which obligated him to treat Booth's leg, although not to maintain his anonymity. Moreover, although Weichmann tied the acquaintance of Booth to Mudd, he did not claim to know what they discussed.

Baker was promoted to Brigadier General and received all the publicity and the reward for the capture. But several years later he died under mysterious circumstances, further suggesting a conspiracy of profound intrigue.

Was the Booth capture a hoax?

Booth's remains were sewn up in a horse blanket and placed on a wide plank. An old market wagon was obtained nearby, and the body was placed in the wagon. The body was taken to Belle Plain. There it was hoisted up the side and swung upon the deck of a steamer named the John S. Ide and transported up the Potomac River to Alexandria where it was transferred to a government tugboat. The tugboat carried the remains to the Washington Navy Yard, and the corpse was placed aboard the monitor Montauk at 1:45 A.M. on Thursday, April 27. Once aboard the Montauk, Booth's remains were laid out on a rough carpenter's bench. The horse blanket was removed, and a tarpaulin was placed over the body.

Several witnesses were called to identify the body. A sketch that appeared in Harper's Weekly on May 13, 1865, shows the process. Several people who knew Booth personally are known to have identified the body. One of these people was Dr. John Frederick May. Sometime before the assassination, Dr. May had removed a large fibroid tumor from Booth's neck. Dr. May found a scar from his operation on the corpse's neck exactly where it should have been. Charles Dawson, the clerk at the National Hotel where Booth was staying, identified the initials "J.W.B" pricked in India ink on the corpse's hand. As a boy, Booth had his initials indelibly tattooed on the back of his left hand between his thumb and forefinger. Alexander Gardner, the well-known Washington photographer, was also among those who positively identified the remains, as were his assistant Timothy O’Sullivan, and Seaton Munroe, a prominent Washington attorney.

There were five witnesses to the post-mortem: Charles M. Collins, Charles Dawson, Seaton Munroe, John Frederick May, and William Wallach Crowninshield, Surgeon General Joseph K. Barnes, Dr. Joseph Janvier Woodward, and Dr. George Brainard Todd performed the autopsy aboard the Montauk. Booth’s third, fourth, and fifth cervical vertebrae, which were removed during his autopsy, are housed (not on public display) at the National Museum of Health and Medicine at the Walter Reed Army Medical Center. An additional fragment from Booth's autopsy (tissue possibly cleaned off the cervical vertebrae) is in a bottle in the Mütter Medical Museum of the College of Physicians of Philadelphia.


Dr. Barnes wrote the following account of the autopsy to Secretary of War Edwin Stanton:

“Sir,

I have the honor to report that in compliance with your orders, assisted by Dr. Woodward, USA, I made at 2 PM this day, a postmortem examination of the body of J. Wilkes Booth, lying on board the Monitor Montauk off the Navy Yard.

The left leg and foot were encased in an appliance of splints and bandages, upon the removal of which, a fracture of the fibula (small bone of the leg) 3 inches above the ankle joint, accompanied by considerable ecchymosis, was discovered.”

The cause of death was a gunshot wound in the neck - the ball entering just behind the sterno-cleido muscle - 2 1/2 inches above the clavicle - passing through the bony bridge of fourth and fifth cervical vertebrae - severing the spinal chord (sic) and passing out through the body of the sterno-cleido of right side, 3 inches above the clavicle.

Paralysis of the entire body was immediate, and all the horrors of consciousness of suffering and death must have been present to the assassin during the two hours he lingered.”


Some have suggested that Booth actually was never captured and escaped to Texas, where many years later his “corpse” was a great sideshow hit. This photograph is searchable online, but it is complete nonsense: the Booth autopsy was well attended and documented.

The corpse was again positively identified in February of 1869 when Booth's remains were exhumed and released by the government to the Booth family. At that time an inquest was held at Harvey and Marr's Parlor in Washington. Booth's corpse was taken to Baltimore for burial and was positively identified by many people including John T. Ford, He ry Clay Ford, and Joseph Booth, John's brother.

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References

https://www.thevintagenews.com/2016/01/18/46415/

https://www.smithsonianmag.com/history/lincolns-missing-bodyguard-12932069/

https://www.history.com/this-day-in-history/john-wilkes-booth-shoots-abraham-lincoln

https://www.historynet.com/dr-samuel-a-mudd/

https://globalnews.ca/news/1611968/lincoln-assassin-john-wilkes-booths-canadian-connection/

https://lincolnconspirators.com/picture-galleries/found-on-booth/

https://lincolnconspirators.com/2012/05/31/booth-at-lincolns-second-inauguration/

https://www.onthisday.com/photos/john-wilkes-booth-at-lincolns-inauguration,

https://www.nps.gov/foth/learn/historyculture/faq-the-assassin.htm#:~:text=Many%20people%20believed%20that%20John%20Wilkes%20broke%20his,on%20something%20and%20fell%20on%20its%20left%20side.

https://www.fords.org/visit/historic-site/museum/

https://www.militaryimagesmagazine-digital.com/2022/06/05/scoundrel-the-rise-and-fall-of-union-spy-chief-lafayette-curry-baker/

American Brutus by Michael Kauffman On page 348 (first edition hardcover)

https://www.history.com/this-day-in-history/john-wilkes-booth-shoots-abraham-lincoln

https://columbialawreview.org/.../the-law-of-the-lincoln.../

https://www.rogerjnorton.com/Lincoln83.html

Further Reading

· https://rogerjnorton.com/Lincoln40.html

· Michael W Kauffman, American Brutus: John Wilkes Booth and the Lincoln Conspiracies. Random House, 2004

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The story of the Hellfire club that we read of today is a colourful yet mostly fictional account of illicit sexual acts, drunken revelry, black masses, murders, alleged disappearances, satanic rites, and devil worship. This was all supposedly perpetrated by this secretive society which gathered deep within a series of caves cut deep into the Chiltern Hills, England in the mid to late 1700s. This exclusive club was made up of the political elite and some of the upper classes of society.

Steve Prout explains.

A portrait of Francis Dashwood. By William Hogarth, late 1750s.

During its time, various scandals would create a public outcry and its effects on morality in English society. It resulted in a governmental enquiry and call for Parliament at best to outlaw these organisations or at least severely curtail their actions. The story of the Hellfire Club continues in popular culture such as films and fictional literature. A close study of the club’s true history paints a different picture to one that most are familiar with today. The story of the use of hidden caves, licentious immoral men and dark practices are all myths, and we will see a more diluted and less sensational account of what really happened in a typical Gentleman’s club of the time.

What was the Hellfire Club?

The Hellfire Club was one of the many gentleman’s type clubs that existed in England between 1750 and 1774. It was typical of the other clubs that flourished which were an indulgence of the wealthy and privileged now that the influence of religion on society loosened. The socially well connected, powerful and wealthy individuals used their membership for both social networking and to indulge in all kinds of illicit activities in a safe, secluded environment. There were numerous clubs that used the Hellfire name. One of the most famous clubs was the Hellfire Club and its founder, Francis Dashwood.

The Truth about Francis Dashwood

The Politician

Francis Dashwood (1708-1781) was from a wealthy family in West Wycombe, England. He was a politician who for a brief period, served as Chancellor of the Exchequer for Prime Minister John Stuart, the Third Earl of Bute between 1762 and 1763. In this period Dashwood’s competence would be brought into question on several occasions. Two examples were the issues over the Government’s handling of the Seven Years War and an unpopular Cider Tax. John Wilkes was an MP for near Aylesbury, journalist and more interestingly a fellow club member who unkindly commented that Dashwood “could not settle a tavern bill without trouble” when referring to his competence as a Chancellor. Wilkes also was the main critic of Dashwood’s cider tax that was deeply unpopular among all classes in rural and urban England. Dashwood was not entirely incompetent and any output from Wilkes was far from impartial when it concerned Dashwood and some of his other fellow members. He would be soon become a major annoyance to both the club and Francis Dashwood. It is the Hellfire club however that would earn Dashwood his notoriety not his political career.

The Reveller

Dashwood was a regular on the Gentlemen’s Club scene during the eighteenth-century and he also was no stranger to its excesses. Prior to the Hellfire Club Dashwood undertook a period of lengthy travel during a Grand Tour of Europe in 1726 where he displayed his extravagant and over-indulged behaviour. Separate to this he was also a member and co-founder (the other being John Montagu, Earl of Sandwich) of the Société of The Dilettantes and the Divan Club - both influenced by these travels to Italy and later onto Turkey. All without exception involved heavy drinking, indulgence, and sexual gratification. When he returned to England his travels furnished him with ideas for specific themes and decoration for his estate and his for his own clubs of his own design.

In fairness to Dashwood and to provide a sense of balance he was not solely preoccupied with the hedonistic lifestyle and nor was he the nefarious or pernicious character some claim he was. This is important when we assess the true character of the club. He was by some accounts a devoted husband who nursed his wife through her illness and whom he maintained cordial relations with throughout. He was also an active politician and did many works to benefit the community, the most notable being the labour he employed in the excavation of the caves to ease local unemployment. He was also an advocate of similar public works elsewhere and used his own money to refurbish the church of St Lawrence on Wycombe Hill. Hardly the actions of a devoted, nefarious reveller.

The Eccentric

Dashwood was an eccentric although he was one among many in that era. Such eccentricity and political hostility encouraged writers to create the distorted and sometimes sinister pictures of Dashwood’s activities about Hellfire Club matters. Horace Walpole (1717-1797), a writer and historian was one example of somebody who did just this. His accounts are full of sensationalism and inaccuracies. He had in fact encountered Dashwood infrequently during the Grand Tour of Italy and was certainly no authority on Dashwood’s affairs. Much of Walpole’s accounts are a product of fertile imagination and gossip. The distorted tales that persist more than likely relate to an earlier Hellfire Club which was founded and led by the Duke of Wharton which Dashwood was alleged to have been a member. The Duke of Wharton’s dubious business deals and accumulated debts from these failed ventures together with his lewd public behaviour created public scandal in the 1720s. It is highly likely that later writers may have mistakenly attached Wharton’s dubious reputation to Francis Dashwood and created the embellished accounts of the club’s history that we know of today.

The Location of The Hellfire Club

West Wycombe today now serves a tourist attraction famous for those Hellfire Club caves and other related attractions and structures. The stories of the caves have been exaggerated over the years but make a good story, and it is attractive for tourists. West Wycombe is a quiet and picturesque town in Buckinghamshire England and is placed on an ancient pathway, known as the Icknield Way that runs along the Chiltern Hills, but this town was not the main location where the Club met and carried out its activities. In the beginning, with the absence of any suitable venue, the clubs’ activities were carried out in members’ private residences within London and in nearby taverns such as the George and Vulture. In fact, most of the meetings were at held at nearby Medmenham Abbey which Dashwood leased and refurbished.

Wycombe House remains the home of the Dashwood family, but it is now owned by the National Trust site and is also a tourist attraction. It has been in recent times used as a setting in some period dramas and films. The eerie locality and one time presence of the Hellfire Club has made this town unique and had acquired itself a particular atmosphere. The surrounding landscape is quite peculiar and for miles around is full of curious features. It all adds to the mystery of the Hellfire Club.

On top of Wycombe hill opposite Wycombe House is a large open-air mausoleum that Dashwood constructed with funds left to him by fellow associate Bubb Doddington. This structure immediately catches the eye as the town is approached. Underneath the mausoleum at a depth of approximately three hundred feet are the famous Hellfire Caves accessed by an ominous looking archway entrance which leads to a series of suggestive tunnels.

Behind the mausoleum is where St Lawrence’s Church can be found, which is quietly placed and is partially hidden by trees. Dashwood had the church renovated at his own expense. On top of this church spire is an incongruous looking golden globe which can be seen even from a distance just over the top of these trees. It is a unique feature for a church in England to possess such a decoration and this item alone has attracted occult related speculation. These ideas for the architecture and landscaping were inspired by his travels and not by any occult origins as many fertile imaginations suggest. All this is a suggestion and not factual.

About The Hellfire Club

The Hellfire Club’s heyday lasted from 1750 to 1764 and then it began to decline. By 1774 it had practically disbanded and their famous residency at Medmenham had already been abandoned with the decorations and other traces removed. As an interesting aside there exists a convincing argument that Dashwood’s club was not actually a Hellfire Club, and that this name was incorrectly applied much later after the club disbanded. Its continued association with Dashwood may be incorrect. In fact, during the club’s lifetime Dashwood’s clubs used a multitude of alternative names such as the Order of the Friars of St. Francis of Wycombe, Order of the Knights of St Francis, Brotherhood of St. Francis of Wy, Order of Knights of West Wycombe, and The Order of the Friars of St Francis of Wycombe. He never referenced the Hellfire Club name they referred to themselves as the Medmenham Friars.

The members were alleged to have worn mock religious costumes and called themselves brother or friar to heavily indulge in dining, excessive drinking, and sex. They would wear mock religious attire, perform mock religious rituals and the evening dinner would be punctuated with “ribald poems and songs.” Various letters from and between members such as a John Armstrong and William Stanhope refer to female attendees during the club gatherings whom they called “sisters” and were entertained (I will leave to the readers imagination) in Monk-styled cells within the Abbey. It would have been deemed scandalous at the time but not so by more permissive modern perspectives. From what we know there was little more to the clubs’ gatherings than overindulged gratification and nothing criminal or occult appeared to have occurred. The risk of public vilification to the reputation of influential public figures would have been too great and costly.

Dashwood’s activities did not at least initially give the Hellfire Club its notoriety. The Duke of Wharton’s antics had already created a “Hellfire Club scare” from a combination of his uninhibited behaviour, which onlookers viewed as a corrupting, and his poor business decisions that left him heavily in debt and which attracted a greater stigma in those times than today. A combination of Government, Church, and other interest groups (such as the Society for the Reformation of Manners) gathered to demand that legislation should be passed and enforced to restrain these types of clubs. Lord Willoughby championed this cause in Parliament, but its campaign petered out.

By the time Wharton’s Hellfire club ended in 1721 its notoriety had been earned. It was subject of numerous damning publications which included one titled “the Diabolical Masquerade”, another “A Further and Particular Account of the Hellfire Sulphur Club and one by a Thomas Smith of Shaw House who cited in his outraged demeanour “such blasphemies and impieties never been heard and are not fit to be committed to paper”. These articles appear tame to a modern reader being expressed in the language of the time; however the scandal perturbed some people living in the eighteenth century who were less permissive and accepting.

The Hellfire Club Members

The make-up of the membership remains a partial mystery. We are also not able to gather much insight relating to the activities that occurred within the clubs’ gatherings, particularly within Medmenham Abbey. We know for certain of a Paul Whitehead who was the appointed club steward (and little-known poet of his time) who incidentally destroyed most of the records just prior to his death in 1774 as the club neared its end leaving a void for fertile imaginations, various writers, and researchers to produce all manner of wild accounts. The manner of his passing even added a macabre twist to the Hellfire Club tales. Upon his death he requested that his heart be surgically removed, placed in an urn, and kept in the mausoleum on West Wycombe Hill.

From the limited information we know the club was comprised of powerful and influential individuals. Although the membership is unconfirmed it is recorded that Benjamin Franklin visited West Wycombe on two occasions by his recorded compliments of Dashwood’s opulent Medmenham Abbey and Dashwood’s house in West Wycombe. A political and publicized dispute exposed other members for example the 4th Earl of Sandwich (who also was First Lord of the Admiralty) and John Wilkes, who was a journalist and MP. Hogarth the painter was also among those connected to the club, but it is uncertain if he was a member.

There are references to three members of the Vansittart family being associated also, Robert was a juror and former hell raising rake, Henry was a colonial administrator and Governor of Bengal and finally Arthur was a member of parliament. The membership had an impressive array of talent, with poets, painters, and antiquarians and several other politicians such as William Stanhope, John Norris, John Tucker, and Thomas Potter. Although impressive these political affiliations would sour relationships and bring about the downfall of the club.

The Inner Circle of the Hellfire Club

There is a mixture of scattered surviving documents, diaries, and other correspondence that remain to give some limited insight into the club’s activities. These sources indicate that the Club operated no differently to the many other guarded gentlemen’s clubs. The absence of any comprehensive accounts also does not imply that anything sinister occurred such as the accusations of devil worship or satanic rites, as later writers suggest.

The surviving accounts are mainly unsubstantiated and outlandish ones of devil worship, satanic masses, orgies perpetrated by powerful, influential men, many of whom were members of government. Other stories pursue the more outlandish tales about the Devil attending and participating in activities. This obviously makes most written accounts unreliable, and we find some of these stories do not in fact relate to Dashwood’s club, and some, in the case of the Devil’s “visit” can be traced to a Hellfire Club that existed in Ireland that was completely unrelated.

Other dubious revelations originate in a book called Nocturnal Revels that was written in 1779 by a club member who so far has remained unidentified. The book comprises of two volumes that attest to the prostitution and other associated immorality that pervaded the clubs’ meetings and life. The book also contains a few contradictions, and its wording is composed in the language of the time in which the expression is tempered by the less permissive tolerances of the time (modern readers may consider it tame), so this source needs to be approached with caution and not overthought or over interpreted.

Regardless of who the author was the book does discuss some details about the gatherings. That description does not depict a debauched environment but instead references courtesies and restraints that were applied to the participating female company or the “sisters”. It also alludes to specific etiquettes that had to be observed by its members. The belief that the club followed a “do as you wish” in all its activities has been distorted over time. There is no mention of any satanic activity.

Other sources come from scattered quotes and pieces of private correspondence but thanks to Paul Whitehead’s destruction of his papers we will never know fully what transpired but myth and fantasy should not be allowed to fill the void. One publication written in the twentieth century focuses very heavily on the esoteric aspects and meanders off from fact and contains copious references to the arcane and the occult which offers little help about the real history of the club.

Without doubt the club exercised a certain liberal sexual licence at Medmenham but otherwise the activities of this club were no different to that of other clubs. Dashwood’s deeds in the community did not give any indications otherwise. There is certainly no evidence of satanic rituals. We are aware of mock religious rites but that is something entirely different. This is evidenced from surviving portraits displayed in Wycombe House and from the admissions from Francis Dashwood’s admission that mock religious acts were played out alongside drinking, bawdy discourse, and dining. There is a portrait by Nathaniel Dance of Dashwood in eastern attire such as a turban and headwear. There is also one of him by Hogarth depicted as a Friar. The members adopted such as Brother and Friar within their chapter but again all clubs had their unique rituals.

Dashwood’s excavation of the caves for example offered much needed work for the local community and his renovations of St Lawrence Church would certainly not depict a man who has satanic inclinations. A few writers accept that sexual licence, drinking, and excessive feasting took place, but Dashwood’s activities were within the law.

Religion certainly played a restricting role in society, but the times were changing, and Dashwood was said to be just enjoying an “artistic release “as many were in the myriad of clubs that existed. There was no suggestion of anything more sinister. Interestingly the same allegations were made against the Hellfire Club of Dublin, Ireland. With stories of visits by the devil these outlandish stories were muddled and attributed to Dashwood.

The Myth of the Caves and the Real location of the Club’s activities

The West Wycombe caves form a fascinating part of the Hellfire Club story despite their infrequent use. Ironically, the caves play a bigger part of the club’s story today mainly to fuel the tourist trade. There are various tales which meander down fanciful avenues that include murder, sexual licence and even takes of the paranormal. Two examples of resident ghosts are of a maid called Sukie who was supposed to have been accidentally killed following a prank unrelated to the Club and the Hellfire Clubs very own steward Paul Whitehead who still visits the cave in his spectral form, but the truth is that the caves played little part in the actual Hellfire Club gatherings. They were more likely used and only occasionally when the availability of Medmenham Abbey had ended.

The excavation of the caves began in the late 1740s to extract the chalk from the hillside to renew the roads around West Wycombe. It would alleviate the effect of three consecutive failed harvests in 1748, 1749 and 1750 by providing those effected with employment. This project is often overlooked in favour of the more ridiculous and sinister stories. The excavation of the caves even after their completion in 1754 would not have been suitable for the clubs’ activities. The processions from Wycombe House to the caves were too public and would not have provided the privacy and exclusivity required by club members.

There is a quote from a Ms Lybbe Pwoys who, when referencing the caves, simply states that it was a place where the Hellfire Club only “occasionally held its meetings.” A hook for a lamp was discovered in the ceiling of one of the inner chambers which when cross referencing other specious accounts show that the caves were on occasion used. The current Francis Dashwood also confirms this when he reveals that the caves were not excavated until 1748 and continued until 1754. By then the activities were carried out at Medmenham Abbey during the club’s height. In any event, the caves would not have been suitable for regular lavish gatherings.

In fact, the early days meeting s were hosted in public houses such George and Vulture, in the City of London which were close to the residences and places of business of the members. Later the club gatherings would be relocated the more lavishly renovated Medmenham Abbey in Wycombe close to Dashwood’s home in relative exclusion. Dashwood leased the Abbey and funded the renovations at his own expense as he would also do the same with the mausoleum, the local Church of St Lawrence, and his own home. Luxury and appearances of opulence was all important for such a high society membership.

Political differences, John Wilkes, and decline

By 1774 the Club was only a shadow of its former glory. There was nothing sinister or remarkable that caused the club’s demise. It was a simple matter of advancing age and personal political fallouts, particularly the singular actions of troublesome member John Wilkes. His actions brought about the cessation of the gatherings at Medmenham Abbey and unwanted attention to the Hellfire Club.

Wilkes was a constant thorn in the side of Dashwood, and it was also his work outside of the club as a writer that indirectly brought unwanted attention to the activities of the Hellfire Club. In 1763 he wrote a lurid and pornographic piece of work called Essay on Women which almost immediately attracted outrage and his expulsion from serving as a Member of Parliament. Before that he faced prosecution from publishing an anti-government article in a long defunct publication called the North Briton that condemned and damaged the Bute government who Dashwood served with. All this publicity brought attention in Dashwood’s direction and unwanted visitors to the exclusive Medmenham Abbey, so much so it meant that he had to abandon the Abbey and bring the clubs activities there to a close. Wilkes would also be a destabilizing factor with the members.

Wilkes and Sandwich personal dislike for each other did not help the deteriorating relationships between the members, and Wilkes’ written exchanges with Sandwich were particularly venomous although some are claimed to be fabrications or embellishments of a much later date. Wilkes would attempt to derail Sandwich’s political efforts on dockyard reform whilst the latter served as First Lord of The Admiralty in 1762. In retaliation Sandwich was publicly supportive of punitive actions against his fellow member Wilkes and took advantage of the scandals that would fall upon Wilkes. Thomas Potter, another member, brought further ire on the members due his contribution with Wilkes in the infamous Essay on Women.

There would be other altercations. Charles Churchill and John Wilkes (once again) would launch joint written attacks on fellow alleged member William Hogarth in retaliation for publishing unflattering cartoons of them. The feud between Wilkes and Sandwich brought Dashwood to such exasperation that he, the founder, would not attend his own chapters. The animosity between members spread quickly as Churchill would also turn on Whitehead, the club Steward, by publicly humiliating him, calling him a “kept bard”, and accusing him of being indulged at Dashwood’s expense. The club would limp along but only as mere shadow of its former self.

Other factors also contributed to the club’s diminishing prominence. By the mid 1760s most of the original members were either approaching old age, dead or were in poor health. Their respective careers and influence would have also waned as the years wore on meaning that there was little use for the networking opportunities the club offered. For some of the members now there was little desire to continue the excessive dining and alcoholic indulgence. Dashwood himself died in 1781 following a lingering illness that must have been present during the closing years of the club: Churchill in 1759, Thomas Stapleton 1781, Whitehead in 1774, Robert Vansittart in 1789, Henry Vansittart in 1767.

Political infighting took a personal slant that hastened the club’s demise, and it started between John Wilkes and the Earl of Sandwich. The source of this antipathy arose from some articles Wilkes published that alluded to the inner workings of the club that ridiculed Sandwich over a prank carried out on him, and it also exposed the club to the wider public. The club did not come to a sudden end at this point following its infighting as it limped along. Benjamin Franklin referenced his visits to Dashwood and the caves in 1772 in his diaries; however its best days were certainly over by 1774 as Whitehead passed away.

Between 1762 and 1763 Dashwood’s post in Bute’s government brought its fair share of criticism. There would be the inevitable personal differences of opinion that would further fracture the club’s relationships as political allegiances conflicted with their personal loyalties to their fellow club members. Suddenly political divisions arose over particular policies of the Lord Bute administration (according to a 1925 Parish Record Bute may have been a member but it is unconfirmed) over unpopular decisions ending the Seven Years War with the Treaty of Paris and the blow to British prestige that was perceived to come with that. The membership began to morph from a cordial and hellraising gentleman’s club to a politically toxic mix of opposing individuals which spilled out into unwelcome publications that brought the club to a wider view.

The Hellfire Club today and in perspective

In many ways, the Hellfire Club still survives today. It survives and pops up in works of fiction such as the Marvel Comics Franchise. In fact, an X-Men film belonging to that franchise was part recorded on site in West Wycombe Park in 2010 which features a fictitious version of a Hellfire Club.

Other versions have existed but in a remote form since Dashwood’s time. In a more permissive age, its activities seem tame and blend in unnoticed with everyday life. A Phoenix Society existed which was an attempted resurgence of the Hellfire Club by Dashwood’s nephew in 1781 who was keen to continue the tradition. There are references to meetings of this club as recent as 1954 in Brasenose College Oxford. In addition, there were reports of a Phoenix Next Group that formed in the 1940s which took on deeper esoteric themes.

Had it not been for the Duke of Wharton’s behaviour and then the later toxic fallout out from the infighting among Dashwood’s fellow members the Hellfire Club may just have blended in, became just another generic club, and consequently not have stood out as it did. Gentlemen’s clubs in this era had a reputation for extreme revelry and their peculiar ways and the Hellfire Club was no more boisterous that any of the many other clubs, for example the Scottish Beggars Benison or the Society of the Beefsteaks. In Wilkes’ own words a “set of worthy fellows, happy disciples of Venus and Bacchus, got occasionally together to celebrate women in wine and to give more zest to the festive meeting they plucked every luxurious idea from the ancients and enriched their own modern pleasures.” There was no hint of anything sinister, criminal nor seditious to the morals or fabric of society. How such a thing would have even been conceived possible by a group of drunken men in a mock religious role-playing setting is quite another question

The Hellfire Club’s story has endured long after the club’s actual demise thanks to its fictional associations. This is of no surprise because tales of secret societies and conspiracy theories will always find a willing and gullible audience, and this is very much true in current times. We only need to look at more recent examples such as Q-Anon, The New World Order, and Hilary Clinton and the Pizza-gate connection to prove that the fascination with such things will continue. The study of history is a perfect counter to this by seeking facts to challenge the outlandish, embellished, and untrue. Whatever is myth or fact, the story of the Hellfire Club will continue to be an interesting one.

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Sources

The Buildings of England – Buckinghamshire Penguin 1960 – Nikolaus Pevsner and Elizabeth Williamson

The Hellfire Clubs: Sex, Satanism and Secret Societies by Lord, Evelyn (2010) – Yale University Press

Secret Symbols of the Hellfire Club by Eamonn Loughran

The Hellfire Caves Tour Guide – Bt Francis Dashwood

Site visit to the above location

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The Industrial Revolution marked a period of technological advancements and social-economic change that reshaped almost every aspect of human life. This brought about the growth of education as factories sprung up and manufacturing techniques began to shift from traditional methods to more structured systems. In this article, Audrey Davis delves into the progress of education during the Industrial Revolution and how schools meet the demands of the evolving world today.

The 1830 opening of the Liverpool and Manchester Railway.

The modern world was not born with the computer or moving objects. It all began with the steam engine and the industrial revolution that grew around it. Looking at the world today, the advent of technologies, education, growing innovations, and many more were connected to the industrial revolution.

Before we dive in to this topic, if you ever need help understanding these complex historical connections, you might find it useful to ask for guidance on how to "write my essay" on this era, exploring how the industrial revolution paved the way for the advancements we see today.

The Industrial Revolution not only catalyzed technological advancements but also spurred the demand for education to meet the evolving needs of society. It can even be said that research paper services play a crucial role in exploring the educational developments of this transformative era.

Now, let’s take a closer look at the history of the Industrial Revolution.

History of the Industrial Revolution

Many years back, arguably the first human work revolution was the agricultural revolution then children learned trades such as weaving, carpentry leather work, while some also learned how to plant and care for animals. Later the Industrial Revolution came, and everything changed.

The first industrial revolution began in Britain in the 18th century, particularly from about 1760 to 1840 and then spread to other places in the world. The steam engine was the most relevant invention in this era and was needed to spark stronger steel, inspire iron production, and make trains. And all this is powered by coal to transport it.

Our society gradually became industrialized and urban as innovations developed. France started emerging as an industrial power in the mid-19th century. Germany grew rapidly in industrial production after national unity was reached in 1870 and produced more steel than Britain, becoming the world leader in chemical industries. And Japan too later joined the race with striking success.

Moreover, China and India began their first industrial revolutions in the 20th century; whereas the United States and Western Europe in some ways underwent their Second Industrial Revolution in the late 19th century. During this era there was the innovation of transportation, steamship communication, automobile, radio, telegraph and even the famous Edison light bulb.

Likewise, renewable energy, the internet and advancement in technology also began in the third industrial revolution in the 20th century. The fourth industrial revolution is the digital revolution including the emergence of Artificial Intelligence, 3D printing, the internet of things, robotics and many more innovations that are reshaping the world.

Early impacts of education

Education plays a vital role in economic growth and development; it also changes society. Before the Industrial Revolution, education was very shallow, meaning most of the people in society were illiterate, focusing more on farming and daily survival. There was little or no interest in knowledge because schools weren't yet free for poor children. But with the creation of factories and companies, there was increasing demand for technical skills, hence people migrated from rural to urban cities in search of these skills because factories paid higher wages than agriculture. As a result, more products were produced, more industries innovated, and more workers were needed. The standard of living began to increase as more goods were created.

However, during the industrial revolution, the government saw a great need for training. Companies needed workers and there were more job opportunities. Education was made accessible by empowering children and youths in the pursuit of knowledge. Citizens were trained in different professions, which allowed specialization. And this made the government believe that for a nation to be powerful there is a need for significant intellectual development.

As a result of this, many progressive improvements were acquired.

Education in the Industrial Revolution

As the economy evolved more industries were developed, factories were created, and more human labor was needed. In the 1800s, formal education became accessible even to the poorest people. Children were taught basic literacy and numeracy skills.

During the period, the governments of many developed countries were more focused on educational development. The British government implemented the Elementary Education Act which clearly stated that children between the ages of 5 to 13 must attend school. With the allocation of funds to improving the educational system, furnishing existing schools, and providing free education, government was determined to improve the knowledge of children.

The act was passed because of political considerations such as the need for a stronger economy. Great Britain formulated this policy due to certain imposed risks on an inefficient education system and the need to curb the situation.

Major criticisms of education in the early ages

Unarguably, education is a great achievement as it leads to economic growth and development. However, there are certain objections to the outbreak of global education in the early ages.

Limited access: Education was only accessible for rich people while girls and children from low-income families find it difficult to attend better schools.

Poor quality of education: Schools during this period were overcrowded and lacked proper facilities which led to poor teaching and learning environment.

Lack of relevance to daily life: The education system then centered on the Bible with no knowledge and practical skills related to schooling and reality.

Impact of the Industrial Revolution on the educational system

Economic growth: True, the Industrial Revolution brought so many changes, changes which affected business profits, national development, individuals, and growing economies. It brought about changes in many aspects of life both negatively and positively.

The emergence of factories: The increasing rate of industries due to innovations caused a wide demand for the labor force specialized in different areas. In addition, new technologies were introduced, and there was a major increase in the use of machines.

Government interest in education: To improve their economies and create strong political factors, the government embarked on training citizens by providing infrastructural development in schools. Trained staff were employed to train citizens in various specialized areas.

The primary importance of education: During the Industrial Revolution, citizens saw the importance of education in the system. Various Acts such as the Education Act created in 1902, the Public School Act in 1868, and many more were created.

Conclusion

The Industrial Revolution and education have shaped the economy we see today. There were different factories with different production such as agriculture, metals, synthetic products and so much more. So, it is important to show the past and the striving future where education remains a powerful force in meeting the evolving needs of society.

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What if? In this case, (what if?), refers to John F Kennedy. As we ask this question; what if John F Kennedy had not been assassinated? This intriguing question suggests an immense train of thought.

Terry Bailey considers the question.

President John F. Kennedy just before being assassinated.

Certain events in history stand out as key periods in time, especially for those individuals who lived through those times when particular events actually took place. The assassination of John F Kennedy is one such moment in time. It is said that many individuals can tell you where and what they were doing when the news broken.

The assassination of John F. Kennedy, the charismatic leader of the United States of America, (USA), on that fateful day in 1963, remains etched in collective memory. Yet, what if the tragic event had never occurred? What if Kennedy had continued to guide America through the tumultuous decade that followed?

In this speculative exploration we take a journey into a possible alternate scenario where Kennedy's leadership endured, thus able to ponder the potential ramifications and the enduring legacy of a leader untouched by an assassin's bullet.

To envision a world where John F. Kennedy survives, we must first grasp the landscape of his presidency. Kennedy, renowned for his eloquence, charisma, and vision, steered the USA, through a period marked by Cold War tensions, economic upheaval, and social transformation. His presidency was defined by initiatives aimed at fostering international cooperation, advancing civil rights, and navigating the intricacies of global politics.

Had Kennedy not fallen victim to assassination, his continued leadership would have undoubtedly left an indelible mark not only on American society but also the world stage.

His commitment to diplomacy and dialogue might have ushered in a new era of détente, easing tensions between East and West and laying the groundwork for more peaceful coexistence. Moreover, his advocacy for civil rights could have spurred further progress in addressing systemic injustices and promoting equality both at home and abroad.

Global influence

Economic policies under Kennedy's stewardship might have focused on bolstering infrastructure, investing in education, and fostering innovation, thereby fueling economic growth and prosperity. His ambitious vision for space exploration, exemplified by the lunar landing mission, could have inspired renewed scientific and technological advancements, shaping the future of humanity's exploration of the cosmos, which has only been realized today.

The ripple effects of Kennedy's continued leadership would have reverberated far beyond America’s borders, influencing geopolitical dynamics and reshaping international relations. His emphasis on diplomacy and multilateralism might have led to greater cooperation among nations, averting conflicts and forging alliances based on shared interests and mutual respect.

In the realm of nuclear disarmament, Kennedy's unwavering commitment to arms control agreements could have hastened progress towards a safer, more secure world, reducing the specter of nuclear annihilation that loomed large during the Cold War era. His adept handling of national and International dilemmas, such as the Cuban Missile Crisis, could have set a precedent for defusing tensions and resolving conflicts through dialogue and negotiation.

Moreover, Kennedy's advocacy for human rights and democracy may have inspired movements for freedom and self-determination around the globe, challenging authoritarian regimes and promoting the spread of democratic ideals. His leadership would have provided a beacon of hope for those striving for liberty and justice, amplifying the voices of the oppressed and marginalized.

Conclusion

In contemplating the hypothetical continuation of Kennedy's presidency, one cannot overlook the enduring legacy he would have left behind. His vision, courage, and charisma captured the imagination of millions, inspiring future generations to pursue noble ideals and strive for a better world. His tragic and early death robbed the world of a leader whose potential remained largely untapped, leaving behind a legacy tinged with unfulfilled promises and lingering questions of what might have been.

Yet, even in the realm of conjecture, Kennedy's legacy endures as a testament to the power of leadership in shaping the course of history. His words still resonate, his deeds still inspire, and his vision still beckons us forward towards a brighter future. In the end, whether in reality or in speculation, John F. Kennedy stands as a towering figure in the pantheon of great leaders, reminding us of the boundless possibilities that await those who dare to dream and strive for greatness.

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In the historical novel Rebel Falls, author Tim Wendel focuses on two often forgotten aspects of the US Civil War - how widespread the conflict actually was and the way women played an integral role. He explains more in this piece.

Tim’s book is available here: Amazon US | Amazon UK

Sarah Emma Edmonds (married name Seelye), a woman who who fought as a man during the US Civil War.

In schools and class textbooks, the Civil War is usually taught as strictly a southern struggle. Certainly, major battles like Vicksburg, Bull Run, the siege of Petersburg and others occurred below the Mason-Dixon line. But we forget that when major conflicts erupt, the struggle and damage can extend well beyond borders and the lines on a map.

Widespread

Few realize that the Civil War nearly ignited an international conflict because of the keen interest of Great Britain and other European powers. In the last months of the war, the South was desperate to ignite an incident that would draw England and other countries into the fray.

The Confederacy sent spies to the northern border with British Canada, from Halifax to Detroit. The most audacious of such plans was to seize the U.S.S. Michigan, the lone Union warship left on the Great Lakes in 1864. (Similar vessels were utilized to blockade the South.)

An unlikely pair – John Yates Beall and Bennet Burley – headed the rebel effort to capture the Michigan. Born in Jefferson County, West Virginia, Beall was a loyal Southerner and had studied law at the University of Virginia. Along the way, he appears to have crossed paths with John Wilkes Booth, who, of course, would later assassinate President Abraham Lincoln.

Burley was Beall’s partner in the so-called Northwest Conspiracy. From Glasgow, Scotland, Burley was a soldier of fortune -- joining the fight for the thrill of it. Unlike Beall, he would survive the war, escaping back to the United Kingdom and become a celebrated foreign correspondent for The Daily Telegraph in London.

(Beall and Burley are mentioned briefly in Doris Kearns Goodwin’s Team of Rivals and Carl Sandburg’s Abraham Lincoln: The War Years.)

And what would have happened if Beall and Burley had seized the iron-hulled Michigan, with its 30-pounder parrot rifle, half-dozen howitzers and additional firepower? They first planned to free Confederate prisoners on Johnson’s Island near Sandusky, Ohio. These POWs included more than 20 rebel generals.

From there, with no opposing warships in the region, it would have been easy to bombard Cleveland, Buffalo, and other targets along the southern shore of Lake Erie. All of this was planned to unfold shortly before the presidential election. Even though Lincoln handily regained office (212-21 in the electoral college), in the weeks before the vote a Republican victory was far from a foregone conclusion. The nation had been at war since spring of 1861, and many were tired of the long struggle. Lincoln and members of his cabinet feared that he might lose to challenger George McClellan due to war fatigue. This result could have led to the formation of a separate nation, the Confederate States of America.

The role of women

Though often overlooked, women played important roles on both sides of the Civil War, especially when it came to espionage. Elizabeth Van Lew was a member of Richmond high society and appeared to be a loyal Confederate. Yet she gathered information from the rebel capital and sent it across the lines to Ulysses Grant and the Union command by using her servants as couriers.

Actress Pauline Cushman was a Union spy and was in uniform by the end of the war. She was buried with full military honors at the Presidio National Cemetery in San Francisco in 1893. “Union Spy,” reads her simple gravestone.

In function and treachery, Rose O’Neal Greenhow was the mirror image of Richmond’s Van Lew. A longtime fixture in Washington, she was a staunch supporter of the Confederacy and stayed in D.C. when the war broke out, sending valuable information to the rebels. Confederate President Jefferson Davis credited information she supplied for the South winning the first Battle of Bull Run.

Then there’s Belle Boyd, nicknamed the “Cleopatra of the Secession.” She was arrested a half-dozen times for sending military secrets to the south. Eventually, Boyd was banished to Canada and became a well-known actress after the war.

While both sides forbade women from serving in the combat units, that didn’t stop many on both sides from joining combat units in disguise. According to the National Archives, for example, Sarah Edmonds Seelye (originally Sarah Emma Edmonds) served two years in the Second Michigan Infantry under the pseudonym Franklin Thompson. She eventually earned a military pension.

When we reach the fringes of public record, novels can sometimes lead us to a better understanding of what happened and what was at stake. When I began Rebel Falls, I decided I wanted my protagonist, the one who would seek to outwit the rebel spies Beall and Burley, to be a woman. This was partly because I needed a strong connection with the Seward Family. During the Civil War, Secretary of State William Seward was the most powerful man in the North after President Lincoln. Seward’s daughter, Fanny, was one of his closest confidants. So how to move inside that family circle? How about with a character named Rory Chase, a childhood friend of Fanny’s?

Rory is a composite of women who knew Fanny in Auburn, New York, where the family home still stands, as well as in Washington, where the Sewards were center stage during the war years.

Here again, the historical record can be a great starting point. After the war, Fanny Seward died of tuberculosis and was buried with other family members at Auburn’s Fort Hill Cemetery. Soon afterward family friend Olive Risley began to accompany Secretary Seward on his travels. To quell gossip (there was a 43-year difference in their ages), the politician eventually adopted her. A statue of Olive Risley Seward was erected near Capitol Hill in Washington in 1971. My goal with Rebel Falls was to have Rory Chase be emblematic of the resourceful, ambitious women who fought and spied for both sides during the Civil War.

Conclusion

Place and participants. Even with a conflict that has been written about as much as the war between the North and South, such important factors and characters can be overlooked. No wonder Ken Burns calls this clash “our most complicated of wars.”

In focusing upon what took place along our northern border and how women played a key role, I’ve not only tried to tell a forgotten story, but deliver a bit more clarity as well. Only by considering more factors of our nation’s history, hearing about all the factors of the Civil War, can we better understand what occurred and determine how best to move forward.

Tim Wendel is the author 16 books, most recently the novel ‘Rebel Falls’ (Three Hills/Cornell University Press):

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The 1898 Spanish-American War led the loss of the last significant remnants of Spain’s empire, with the transfer of Cuba, cedes Puerto Rico, Guam, and the Philippines to the United States. Here, Peter Deane considers the impact of the war and whether America was ready for an empire.

The last stand of the Spanish forces in Cuba. An 1898 depiction by Murat Halstead.

Four years ago we stood on the brink of war without the people knowing it and without preparation or effort at preparation…. I did all that could be done with honor to avert the war, but without avail…. It came. The result was signally favorable to American arms and in the highest degree honorable to the Government. It imposed upon us obligations from which we cannot escape and from which it would be dishonorable to seek escape.

--William McKinley, Second Inaugural Address (1901)

May 1, 1898, Manila Bay

“You may fire when ready, Gridley.” Commodore George Dewey said to firing officer Charles Gridley, quietly. In moments, nothing was quiet as the American fleet’s guns fired to devastating effect. The Spanish fleet was destroyed without a single American death. This would be widely celebrated back home–it was the first American fleet naval battle and had ended victoriously. The United States now had strategic, but by no means complete, control of the Philippines. Dewey ordered his men to seize Cavite, the port for Manila. Dewey had cut the cable from Hong Kong to Manila to isolate further the Spanish garrison in the city of Manila. He sent news of his victory back to Washington, which would take days to arrive formally. He also asked for 5,000 Army troops, enough to defeat the Spanish garrison and occupy the area. Then he settled down to wait. He had no instructions on what to do if he won.

Now what?

The American Republic ante bellum

The United States in early 1898 was a large, prosperous nation. Its economy was growing rapidly and the nation was confident and optimistic. For the most part it was content to keep to itself. The only “overseas” possession of the U. S. was Alaska, on the same continent. The last foreign war had been fifty years before.

But for several years now, a group of influential men had formed a loose affiliation of those seeking to expand the U. S. beyond its continental boundaries. Their leader came to be Theodore Roosevelt. Manifest Destiny need not stop at the West coast. The U. S. could span the Pacific; trade and greater prosperity would follow. The U. S. could expand into the Caribbean too.

Their first goal was the annexation of the Hawaiian Islands. Grover Cleveland, in line with popular opinion, would have none of this and refused to pursue it. He did commit to expansion of the U. S. Navy, such that it became comparable to Germany’s. When Republican William McKinley came to power in 1897, Roosevelt became Assistant Secretary of the Navy. From this position he acted to increase the size and readiness of the Navy. He later drafted secret orders that, in the event of war with Spain, Dewey and the Asiatic Squadron should proceed directly to the Philippines to engage the Spanish fleet. To satisfy the growing and influential expansionist wing of his party, McKinley signed the long-delayed treaty of annexation of the Hawaiian Islands, but the Senate would not consider it—in 1897–and he knew this.

McKinley liked to keep his options open. He has often been seen as unintelligent and indecisive. He listened more than he spoke. But when he decided, he was committed to it. As one aide said, “The President had his way as usual.” This applied in Congress too.

If the U. S. Navy was in fighting shape, the Army was in no state of readiness for war or expansion. (When the war began, Roosevelt would remark, “If the Army were one tenth as ready as the Navy, we would fix that whole business in six weeks.”) The U. S. Army consisted of 25,000 regulars scattered mostly in the interior of the country. With the Indian Wars over, it was underfunded and below what the Army Chief calculated to be the needed number, at least 38,000 regulars.

The War

The Spanish-American War, when it commenced in April 1898, was felt in Congress and by the public to be about the liberation of Cuba from Spanish tyranny. People North and South rallied to the flag; the nation was united behind the liberation of Cuba. McKinley had hoped a foreign war would bind the nation together. The Congress was united behind appropriation for the war. The Army hoped for 60,000 volunteers with two-year enlistments; McKinley called for and received funding for 125,000 plus 62,527 total regulars for the duration of the war. In May, to prepare for any eventuality, he called for and had funded 75,000 more volunteers. Now the U. S. had a Great Power-size army.

The tenfold increase in size overwhelmed the Army. Scandals about the amount and quality of food and supplies blossomed after the War. In April, the Army Chief complained he had not enough munitions “to last an army of 70,000 men in one hour’s serious battle.” The Army had essentially no infrastructure along the Eastern or Gulf coasts. Tampa, Florida was chosen as the staging area. Tens of thousands of new recruits converged there. Roosevelt: “...a welter of confusion…an almost inextricable tangle.” But by Summer they had enough trained and supplied soldiers for the Cuban campaign.

The Army created the Department of the Pacific, in which to put Pacific Ocean possessions. The Army gathered the first of 15,000 (thrice Dewey’s request) troops with much disorganization at the Presidio in San Francisco for transport to the Philippines. Thousands more were to come over the next few years.

Neither the Army nor the Navy had any ships to transport troops overseas. Suitable ships were therefore mostly purchased–103–and a few chartered, in a matter of weeks. These were added to the Navy. Munitions and supplies were shipped as well.

When the first contingent of troops sailed for Manila, they detoured along the way to seize Guam. This was done without casualty. The other Ladrones islands were left to Spain. Then they sailed on.

It was in June that the Hawaiian Islands were annexed. The treaty was suddenly approved–by acclamation. One reason this finally passed is that the Japanese Empire had indicated strong interest in acquiring the Islands, which had a large Japanese population.

Also that Summer, the Russian Empire upgraded its representative from minister to ambassador, the same rank as other Great Powers.

The Fate of the Philippines

In May, Dewey’s fleet in Manila Bay was visited by naval contingents from a number of Great Powers, to congratulate him on his victory. With the status of the Islands unclear and not under American control, others were interested. It was known that the Japanese Empire was interested in acquiring the islands. The German admiral went so far as to indicate that if the U. S. did not want the Philippines for a colony, then Germany would gladly step in. This infuriated Dewey and influenced McKinley toward annexation in his indecision about the future of the islands.

Hawaii, Guam and Puerto Rico were widely seen as strategic necessities. There was no real debate over their future status. McKinley said that the status of the Philippines would be decided by the peace treaty conference, in neutral Paris, France. But peace commissioners rely on their instructions for guidance. At first he issued no clear instructions. But as the months wore on, he sensed that popular opinion favored not only Cuban independence, but also American annexation of the entire Philippines. He instructed his commissioners accordingly and Spain had to acquiesce.

The peace treaty signed late that year aroused tremendous national debate. Was it right or even constitutional for the U. S. to have colonies? Men such as Grover Cleveland, Mark Twain and Charles Francis Adams Jr. opposed annexation. (“Men of a bygone era,” Roosevelt called them.) Roosevelt and Henry Cabot Lodge were among those in favor. The debate, in public society and in Congress, was sometimes acrimonious. A narrow majority of senators approved the treaty in February 1899.

The one group without a voice in this debate were the Filipinos. They for years had staged an insurrection against Spanish rule with the goal of independence. Filipino insurgents and the U. S. Army were allied during the siege of Manila in August, but it quickly became apparent to the Filipinos that the U. S. had no intention of supporting full independence. The insurrection turned against the Americans. This quickly became a full-scale colonial war with upwards of 30,000 American troops involved at any given time at its peak. A total of 125,000 Americans would fight in the war over its course. It lasted officially until July 1902, but some hostilities continued for years after. The American public quickly grew tired of this war, and war in general (the first occasion in what became a pattern of popular response to war) but McKinley had chosen his course of action. However, the U. S. never again waged war for territorial empire.

In December 1898, McKinley issued a proclamation that America’s goal in the Philippines was “benevolent assimilation”. This did nothing to satisfy the insurrectos who wanted no part of it. The policy was sometimes carried out at gunpoint. The American combination of benevolent ideals supported by military force, as a tenet of American foreign policy, appeared for the first time in the Spanish-American and Philippine wars, but not the last.

The Constitution and the Flag

The Philippines all this time were under military rule, i.e., martial law. Was this constitutional? McKinley felt it was. The Constitution did not apply to a conquered colony, he felt.

Other new territories had to be governed as well. Puerto Rico easily accepted American suzerainty. One of the island’s economic mainstays was sugar cane. McKinley felt, logically (if the Constitution does follow the flag) that the tariff walls against Puerto Rican sugar should be lifted. (Never mind that this was a contradiction to his Philippine policies.) America had no tariffs against itself. The sugar lobby disagreed, and in the ensuing debate it would be decided by Congress that the Constitution does not follow the flag. Puerto Rican Sugar duties were reduced by 75%, so McKinley substantially won the immediate question.

In 1901, the Constitutional question would come to the U. S. Supreme Court. The verdict: The Constitution need not follow the flag.

McKinley’s second Annual Message (State of the Union) in December 1898 was to great extent a catalog of American accomplishments–and adaptations to empire and global power. He called for the standing, regular army to be increased to 100,000 regulars “will be none too many to meet the necessities” of the U. S. now. This shocked many, to confront the fact of America’s new role in the world. In early 1899 he called for a mainland-Hawaii-Guam-Manila cable. As usual, on both questions, he got his way.

1900

The Chinese Empire was disintegrating. Great Powers swooped in to claim coastal cities and inland spheres of influence as their own. This process not only made a mockery of China’s territorial integrity but also threatened to shut out American goods from the Chinese market.

In March, Secretary of State John Hay addressed correspondence to each of the relevant powers regarding an “open door” policy towards China. Nations seeking trade and opportunities in China were to be treated equally by all others; Chinese sovereignty was to be respected (at least in name). Some of the responses were vague, but Hay proclaimed the triumph of his policy, and the other powers played along. Thus was born the famous “Open Door” policy.

Even three years before, the U. S. would have had no say in how the Great Powers dealt with China. Now that the U. S. was a Pacific power, it had a seat at the big power table.

The Open Door was severely tested a few months later. During the Boxer Rebellion, the great power (U. S. included) diplomatic enclave in Beijing was besieged. To lift the siege and fight the Boxers, the Eight Power Alliance—all the great powers—was formed and their combined force marched on Beijing. The main force consisted of 18,000 troops under one central command. The U. S. contributed 3,400 troops from the Philippines. All eight nations participated in successfully lifting the siege.

Three years before, the U. S. would again have been a spectator, with no troops to send and no way to send them. Having troops in the nearby Philippines made U. S. participation possible. American unilateral action was not always going to be adequate to address global issues, they learned. So for the first time since George Washington’s Farewell Address, with its warnings against foreign alliances, the U. S. was acting in concert—in an Alliance—with other Great Powers. All saw the U. S. for the power it was. Afterwards, the Open Door survived as the other powers sought reparations from China, but not annexed territory.

McKinley realized the global and political significance of events. He was now responsible for Americans globally. And so he acted by joining the Alliance and committing troops. McKinley considered seeking Congressional approval for this, but was assured by his Secretaries of War and the Navy that this was not necessary, legally or militarily. He had adequate troops in Asia already. This was the first time a President had committed American troops to battle outside the contiguous U. S. without the permission of Congress. Some in Congress objected but it was done. This set the powerful precedent Presidents to come would use.

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Few events in history have had such far-reaching consequences as the assassination of Archduke Franz Ferdinand of Austria on June 28, 1914, in Sarajevo. This single act of violence set off a chain reaction that led to the First World War, reshaping the geopolitical landscape of the world. However, what if Franz Ferdinand had not been assassinated? What alternate course might history have taken? Delving into the speculative realm of "what ifs" we can consider the potential ramifications of a world where the Archduke either was not assassinated or survived the assassination attempt.

Terry Bailey considers this question.

Archduke Franz Ferdinand.

The first and most immediate consequence of Franz Ferdinand's survival would have been the avoidance or delay of the First World War. His assassination served as the catalyst for the conflict, prompting Austria-Hungary to issue an ultimatum to Serbia, which in turn led to a series of alliances being invoked, drawing Europe into a devastating war. Without this trigger, the delicate balance of power that existed among the European nations might have persisted, potentially averting the catastrophic conflict that claimed millions of lives.

With the potential avoidance of the First World War, the geopolitical landscape of Europe would have remained vastly different than we understand it today. The collapse of empires such as the Austro-Hungarian, Ottoman, Russian, and German would not have occurred in the same manner, altering the course of history for countless nations and peoples. The rise of communism in Russia, the Treaty of Versailles, and the subsequent economic turmoil that paved the way for the Second World War, all these pivotal events might have been drastically different or potentially avoided altogether.

One of the key factors in Franz Ferdinand's assassination was the simmering ethnic tensions within the Austro-Hungarian Empire, particularly in Bosnia and Herzegovina. The Archduke, who was heir to the throne, advocated for a federalist solution that would grant greater autonomy to the empire's various ethnic groups. Had he lived, Franz Ferdinand may have pursued these reforms more aggressively, seeking to defuse the ethnic tensions that ultimately led to his assassination. His vision of a more inclusive and decentralized empire could have laid the groundwork for greater stability and harmony within Austria-Hungary.

Diplomacy

Furthermore, Franz Ferdinand was known for his pragmatism and skepticism towards war. Unlike some of his more hawkish counterparts within the Austrian government, he favored diplomatic solutions over military intervention. His survival could have shifted the course of Austrian foreign policy towards a more conciliatory stance, reducing the likelihood of conflicts that could escalate into global wars.

Beyond Europe, the survival of Franz Ferdinand could have had significant implications for the fate of the Ottoman Empire and the Middle East. With Austria-Hungary's focus redirected towards internal reforms and diplomatic solutions, the empire might have been less inclined to support the Central Powers during the First World War. This could have weakened the Ottoman Empire's position and altered the outcome of events such as the Armenian Genocide and the subsequent partitioning of the Middle East by European powers.

Moreover, the survival of Franz Ferdinand could have influenced the trajectory of the United States' involvement in global affairs. Without the impetus of the First World War, the United States might have remained more isolationist, avoiding the entanglements that ultimately drew it into the international arena. The absence of American intervention could have altered the balance of power during the war and shaped the subsequent peace negotiations in unforeseen ways.

Technology and culture

In the realm of technology and culture, the avoidance of a World War could have led to different innovations and artistic movements. The war, as all wars do, spurred advancements in military technology and medicine, but it also brought about immense human suffering and destruction. In a world where the First World War never occurred, resources that were diverted towards military efforts could have been invested in other areas, potentially accelerating scientific progress for peaceful means, in addition to, cultural developments.

Naturally, it is impossible to predict with certainty how history would have unfolded if Archduke Franz Ferdinand had not been assassinated. The interconnectedness of events and the myriad factors at play make any speculation inherently hypothetical. However, by examining the potential consequences of a non-assassination or his survival, we gain insight into the pivotal role that individuals can play in shaping the course of history and the profound impact that seemingly small events can have on the world stage.

In conclusion, the assassination of Archduke Franz Ferdinand of Austria set off a chain reaction that led to the First World War and its far-reaching consequences. However, by considering the hypothetical scenario where Franz Ferdinand survived, we glimpse a different path, one where war and upheaval might have been averted, and the course of history irrevocably altered. While we can only speculate on the details of such an alternate reality, the exercise serves as a reminder of the fragility and complexity of human history.

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It’s been 145 years since Sir Lord Chelmsford’s Army began a three-phase invasion of the South African nation of Zululand in January 1879. Chelmsford and Sir Bartle Frere had instigated the war, and felt that they could bring the Zulu people to capitulation in a short period of time with the goal of bringing another portion of South Africa under British control. What they found, would go down in the annals of military history forever.

Here, Michael Leibrandt explains the story of the Battle of Isandlwana in the Anglo-Zulu War.

The 1879 Battle of Isandhlwana. By Charles Edwin Fripp, 1885.

The Centre Column of the invasion — led by Lord Chelmsford himself — would cross the Buffalo River from Rorke’s Drift and setup camp at the foot of Isandlwana Hill on January 20th. The name Isandlwana is meant to mean abomasum — named as its shape resembles part of the digestive track of the cow. The British would note the sphinx-like shape of the Hill.

Receiving a multitude of intelligence during the overnight hours and feeling that the Zulu Army would not engage the British forces directly, Chelmsford divided his forces.

Splitting his force, Chelmsford marched out of the camp at 4:00 A.M., and left Lt. Colonel Pulleine with approximately 600 men of the 24th Regiment of Foot, 700 soldiers from the Natal Native Contingent, and 70 members of the Royal Artillery with two cannons.

To reinforce the camp, Chelmsford ordered Colonel Anthony Durnford to march from Rorke’s Drift to reinforce Isandlwana. Not long after 10:00 A.M., Durnford arrived with 250 Natal Native Contingent troops and a rocket battery. To this day, historians are still divided on whether or not this was a deliberate Zulu maneuver to further divide the British troops or transpired out of happenstance.

While scouting the area around the heights overlooking the nearby Ngwebeni Valley, the British found to their horror the entire Zulu Army hidden in the valley below. Immediately realizing that they had been discovered, the Zulu Army rose up and headed towards Isandlwana. After assembling, the Zulu Impi charged the camp utilizing the “horns of the buffalo” attack that was first employed by King Shaka decades earlier to encircle Isandlwana Hill.

Repelling the attack

Although initially being able to repel the Zulu attack with rank fire, the British and Natal forces were ultimately too extended in front of the camp and vulnerable to the closing Zulu flanks. In less than five hours — almost all of the British and Natal Native Contingent — nearly 1,700 men were wiped out. A few did manage to escape down Fugitives Trail and were able to warn the garrison at Rorke’s Drift before the horns closed to cutoff any retreat.

Colonel Durnford was killed in the dry donga. Zulu accounts indicate that Major Russell’s Rocket Batteries were overwhelmed early in the fight. The Royal Artillery attempted to save the two cannons, but were also overwhelmed. After the Battle, the Zulus disassembled the cannons and one was found on the road back to Ulundi. Colonel Pulleine was killed in the camp.

Lieutenants Melvill and Coghill desperately grabbed the Queen’s Colour and galloped out of the camp at in the latter stages of the battle. They made it to the banks of the Buffalo River before exhaustion overtook them and they were caught and killed. The Queen’s Colour was later found floating in the river.

Eclipse

For some time, historians debated as to whether or not an annual solar eclipse which covered South Africa in the path of totality on January 22nd 1879 actually had an impact. Only the Zulu accounts of the Battle even seem to mention it that day, with other engagements in Zululand on that day do not. The survivors of Rourke’s Drift also did not mention it in their accounts.

The Zulus did mention it in accounts of the Battle, detailing that they took a sudden darkness over the battlefield as a sign from the gods with increased inspiration.

According to Zulu Accounts, one lone soldier made it up the side of Isandlwana Hill and took cover in a cave. He was killed when his ammunition ran out and is depicted in the famous Richard Thomas Moynan painting, The Last of the 24th.

In the late afternoon, Commandant Lonsdale had received permission to return to the camp at Isandlwana to recover in his tent from some heatstroke. Allowing his horse to wander towards Isandlwana, when he roused from his stupor to find the camp in possession of the Zulus and was barely able to spur his horse to escape.

When Chelmsford returned to the camp at dusk, he and the remaining British forces saw a horrific site on the battlefield. In the distance, night sky was lit up with fire burning in the direction of Rourke’s Drift. His troops overheard him say, “But I left 1,000 men to guard the camp.”

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Michael Thomas Leibrandt lives and works in Abington Township, Pennsylvania.

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World War 2 has many unpleasant tales, but occasionally a tale isn’t so unpleasant. Here, Lior Bouchnik looks at how a bear came to be part of the Polish Army – and even helped in a major battle.

Wojtek the bear with a Polish soldier during World War II.

It all starts at the opening shot of the Second World War. 1939 - the invasion of Poland by Germany and the USSR and the following annexation left millions of formally Polish citizens under Soviet authority. In 1942, amid the deportation of thousands of Polish civilians, the Ander’s Army was formed, a common name for the Polish armed forces in the east. Ander’s army accompanied the deported Polish citizens to Iran which became a refugee camp that received up to 2,500 people per day, and in total 116,000.

On April 8, 1942, the Polish soldiers stationed in Iran brought with them was the 18-year-old niece of General Bolesław Długoszowski who persuaded her uncle to buy a small Syrian bear cub from a young Iranian boy. The boy claimed that he found the cub after the bear's mother was shot by hunters. The young cub accompanied the soldiers and was given the name Wojtek, an old Slavic name that loosely translates to “happy warrior”. The cub grew into a bear on the campaign and as he grew, he became more than just a mascot to the Polish soldiers. The cub learned to adapt as he lived among them, imitating their actions. Wojtek learned to salute and he even started standing on his hind legs and marching beside them. Wojtek also developed a love for drinking beer and eating cigarettes, but he would only eat lit ones otherwise he would refuse to consume them. He and the soldiers enjoyed wrestling together and on cold nights he would sleep with them.

Battle of Monte Cassino

Wojtek moved with the 22nd Artillery Supply Company all around the Middle East. First, they moved to Iraq then Syria, Palestine, and finally Egypt, and when it came time for his major contribution in the Battle of Monte Cassino, he weighed 90 kilograms (200 pounds). The Polish soldiers of the 2nd Polish Corps were tasked with joining the British 8th Army in the campaign to liberate Italy. By now Wojtek developed a close bond with his human companions, who treated him like a fellow soldier, and when they were told that the designated ship that was supposed to carry them to Italy forbade mascots and pets, they did what they felt was the only natural step. To account for his rations and transportation Wojtek was officially enlisted as a soldier. He was listed among the soldiers with his given name, he had his own serial number and pay book. He lived with the other soldiers in tents or in a special wooden crate, which was transported by truck.

In the 1944 Battle of Monte Cassino, Wojtek continued to showcase his learned behavior by helping his unit move heavy ammunition onto trucks. Wojtek helped the soldiers by carrying himself 45 kg (100 Ib) crates of 11 kg (25 Ib) artillery shells that normally required four men. Wojtek helped to speed up the loading process, and the positive effect on the soldier's morale did not go unnoticed. His efforts earned him a promotion to the rank of corporal. Wojtek was later immortalized by the 22nd Artillery Supply Company by becoming their official emblem, showcasing a depiction of a bear carrying an artillery shell.

After the war

After the war in 1947, Wojtek was given to Edinburgh Zoo where he spent the rest of his life. He was often visited by his former Polish comrades who threw him cigarettes to eat like he used to do in their shared time in the army. Wojtek died on December 2, 1963, aged 21, weighing nearly 500 kg (1,100 pounds) and being over 1.8 m (5 ft 11 in) tall. Wojtek's legacy is one of family. In the war ridden world of the 1940s, Wojtek was much like the Polish soldiers who lost their homes, and what started as a mere amusement to the soldiers became real comradery. The Polish soldiers gave Wojtek a family and he returned the favor in equal measure, by boosting morale, by being one of them. In what must be one of the most unique stories of the war, soldiers found a true comrade who didn’t have a flag or a nation to fight for, just a group of Polish soldiers who became his only family.

Now read about the cat that survived 3 ships sinking during World War 2 here.

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The Battle of Gettysburg has been described as a “meeting engagement”, meaning that the battle there was an accident, which was unplanned by the command on either side. That the largest battle of the war originated from a desire for the acquisition of shoes for the Confederate troops seems preposterous, yet Maj Gen Henry Heth himself reported it that way in his official report on the campaign. But this isn’t the complete story: Lee had ordered his widely scattered army, which spanned from Chambersburg to Harrisburg, to converge at Cashtown & Gettysburg when he was informed by a spy on the evening of June 29th that Hooker had been replaced by Meade and that Meade was moving toward him. Cashtown is located at the eastern base of South Mountain, about 8 miles from Gettysburg, and was selected as being close to his wagon-based supply line.

Lloyd W Klein explains.

If you missed it, part1 on General Lee’s advance to Pennsylvania is here.

John Buford, a Unionist who played a major role on day 1 at the Battle of Gettysburg.

Generals Heth & Pettigrew Move

We don’t know what Lee thought of Hill sending 2 of his 3 divisions into Gettysburg on July 1, a reconnaissance in force; he never said, but it seems inconsistent with his desire to ”not bring on a general engagement” until all of his troops were up. Lee knew he was outnumbered, and what he wanted ideally was to find an isolated Union army group to attack. But neither Buford nor Pettigrew was much surprised to find the other there in force on July 1. After all, they had seen and skirmished on June 30. If this was a meeting engagement from the standpoint of the army commanders, it was only because of a lack of communication with those who were there. Buford clearly understood: he knew the meaning of what he had seen the day before, and had informed his superior, Major General John F. Reynolds.

On the morning of July 1, Heth’s division marched down the Chambersburg Pike. If he and Pettigrew thought there might be Union troops on the road to town, their line of march wasn’t appropriate: there were no cavalry vedettes or other skirmishers in front. The troops were deployed in columns when they should have been deployed in line. While this kept the movement faster initially, it caused Pettigrew to continually redeploy his men into line to fight the Buford’s men on the flanks of his column. The front of the line was Pegram’s artillery, followed by Brig Gens Archer and Davis’ infantry brigades. This was another error since they were not the optimal front line to be deployed in an emergency. Moreover, Archer’s brigade had sustained heavy casualties at Chancellorsville and was undersized, and Davis was the least experienced brigade in Hill’s Corps.

The first contact was with Union vedettes. Then they reached dismounted cavalry from the brigade commanded by Col William Gamble. At about 7:30 am, 3 miles outside of town near the McPherson barn, the first shots of the battle were fired. The First Shot Marker at the Wisler House is placed on the corner of Chambersburg Pike and Knoxlyn Road. Lt. Marcellus Jones fired the shot with a borrowed Sharps carbine.

Although this has been celebrated as the first shot for decades, it’s not exactly true. A union corporal is known to have been shot and killed in a skirmish earlier that morning. Corporal Cyrus James of the 9th New York Cavalry was killed on vidette duty at daybreak on the Hunterstown Road – east of the town. This is the exact opposite direction of the actual attack. He was killed in a skirmish with the Virginia 14th Cavalry. We know the time of 4:30 am for a fact since his horse dragged his body back into the town, creating a commotion.

John L. Burns, age 69, was the Constable of Gettysburg. After being arrested by General Early in his first pass through town he was released and then arrested by Confederate stragglers. At daybreak on July 1, he stopped the horse dragging Corporal James’s body in the street. Angered at the kerfuffle brewing in his quiet town, he volunteered to General Buford to fight at McPhersons Woods with the Iron Brigade. He received wounds in the arm, leg, and minor chest wounds after falling in with the 24th Michigan. He escaped capture by hiding his weapon and telling the Confederates he had been caught in the crossfire. He later became a national hero.

Buford

General Buford resisted the approach of two Confederate infantry brigades on the Chambersburg Pike until the nearest Union infantry, Reynolds' I Corps, began to arrive. His light cavalry held off more than twice their number of veteran Confederate infantry for 5 hours. In the morning alone, his two dismounted cavalry brigades held off two divisions of Hill’s Corps for 3 hours. Buford’s tactical strategy defined a covering force action, in which space is traded for time. Buford traded 3 ridges for the time for Reynolds and the First Corps to come up.

Having only enough strength to post one man per yard of ground, Buford instructed one of his brigades, under Colonel William Gamble, to dismount to impede the advance of A.P. Hill’s Confederate III Corps along the road from Cashtown. He deployed all 6 guns of Calef's battery (battery A, 2nd US) of Tidball's battalion. The guns were 3" ordinance rifles. Besides being prepared and in excellent defensive position, Buford’s men had weapons that gave his men an advantage: breech-loading carbines, which allowed a 2-3 times faster fire than muzzle-loaded rifles, although sometimes it is incorrectly stated they had multi-shot repeating carbines, they did not, as these only became available that Fall.

Reynolds rode out ahead of the 1st Division, met with Buford about 9 am, and then accompanied some of his soldiers, probably from Brig. Gen. Lysander Cutler's brigade, into the fighting at Herbst's Woods.

Reynolds

General John Reynolds was the Union commander on the morning of July 1. President Lincoln had offered Reynolds command of the Union Army before Meade, but he had insisted on no political oversight if he accepted the position, which was rejected. Nevertheless, Meade respected and trusted him greatly, making him Left Wing Commander; which as fate would have it, is exactly where General Lee was congregating.

The Pipe Creek Circular was dated July 1, written early that morning well before the battle began. In it, Meade ordered his forces to start pulling back to this line to await Lee’s expected advance once Lee is found and begins his attack. George Meade had no intention of fighting in Pennsylvania on the eve of battle. That much is beyond dispute. On the morning of July 1, Pipe Creek was The Plan rather than a contingency. Meade intended to rest his forces where they were on July 1.

The night before the battle, both Reynolds and General OO Howard had received myriad reports by scouts, residents, and of course Buford the night before. Reynolds informed Meade at around midnight, whose headquarters was in Taneytown MD, of Hill massing apparently at Cashtown. Early in the morning of July 1, they received a response from Meade, giving them orders to advance to Gettysburg, and telling them that Longstreet was located around Chambersburg and Ewell near Carlisle. These were highly accurate intelligence reports, but they seemed to conflict with the Pipe Creek Circular. Whether or not Reynolds ever received that order isn’t known, nor do we understand how either general understood the two orders, one to advance and one to fall back simultaneously. Meade had given Reynolds, the man he had full confidence in, independence to do what he thought warranted. Reynolds commanded the 1st Corps and, as a wing commander, also had operational control of the 11th and 3rd Corps.

Buford is known to have pointed out Cemetery Ridge to Reynolds, the heights at the south part of town, as the best position ultimately for the Union defense. Reynolds ordered him to resist as long as possible to keep the Rebels out of the town. He then sent word to his Corps to hurry. He sent couriers to Meade and his commanders about what was going on. We do know that the courier he sent to Meade, Captain Weld, did tell Meade that a stout defense was underway.

Reynolds had three options: Deploy into a defensive position near Emmitsburg, occupy the high ground south and southeast of Gettysburg, or occupy the ridges west of the town. Reynolds decided to place his corps on the march and ordered the other two corps to Gettysburg. Another possibility is that Reynolds was organizing a fighting retreat, the correct terminology being covering force action/advance guard operation, consistent with Meade’s Pipe Creek Circular.

Abner Doubleday

After Reynolds’ death, Major General Abner Doubleday, the ranking officer on the field, assumed command of the Union defenses at 10:50 am. Doubleday was at the front as division commander of the second infantry division on the field. For the next 5 hours, he defended the ridges west of Gettysburg as increasing numbers of Confederate soldiers appeared, eventually outnumbering him by about 16,000 to 9,500. The 1st Corps arrived in time to take over the fight from Buford and hold Confederate forces west of Gettysburg until late afternoon.

Reynolds’ death and Doubleday’s decision to make a stand west of Gettysburg scuttled Meade’s plan. It is entirely unknown if Reynolds had told him his orders; if he was aware that he was supposed to fight a covering action, he certainly never tried. If a planned withdrawal was the plan, it wasn’t communicated to Buford nor Doubleday, nor did they have any experience in undertaking this kind of maneuver. Gettysburg might have been simply the product of what transpired on the field and no one actually ordered it.

But where was the plan lost? Did Reynolds not convey to Doubleday the overall plan to move as a covering force action or was Doubleday unable to make this happen, or did he simply change the plan on the fly? We don’t know exactly what Reynolds thought Meade had ordered. Doubleday was quoted after the war as saying, ”It was General Reynolds’s intention to dispute the enemy’s advance, falling back, however, in case of a serious attack, to the ground already chosen at Emmitsburg” That, of course, was precisely what Meade instructed Reynolds to do.

As infantry reinforcements arrived under Reynolds from the I Corps, Confederate assaults down the Chambersburg Pike were repulsed. The periodic arrival of Hill’s divisions on the Cashtown Pike, and then later on that morning on the more northerly Mummasburg Road required Buford and Doubleday to increasingly extend the Union line as Confederate infantry arrived. As Union troops entered from the south, they had to be routed to the constantly moving front. The roads go through town, so they needed to cross fields to bypass it and get to the place they were needed.

Fighting took place on both the north and south sides of Chambersburg Pike. The intense fighting occurred on McPherson Ridge. North of the Pike, an unfinished railroad bed created three sections of depressed ground. To the south, fighting centered on Willoughby Run and Herbst or McPherson Woods. The main forces engaged were Brig. Gen. Lysander Cutler's brigade opposed by brigades of James J Archer and Jefferson R Davis. Three of Cutler's regiments were positioned north of the Pike and two to the south. The Iron Brigade directly opposed Archer. The Union infantry forces were commanded by Maj Gen James J Wadsworth.

For a few hours, Confederate regiments entered the battlefield from the west and northwest, as Union troops arrived from the south and then moved west to the sound of the guns. Because of the roads and distances involved, there was a temporary advantage in number of troops for the Confederates. Fresh troops were sent to battle as they arrived, to face other troops that also just arrived. The arrival of Confederate units was dictated by the position that morning. Hill’s 2nd corps, under Heth and Rodes, were on the western roads, and they arrived in the morning from Chambersburg.

The Railroad Cut

The engagement at the railroad cut, an incomplete railway excavation near the McPherson farmhouse, witnessed a series of brutal assaults and counterattacks. Although lacking actual railroad tracks, the cut provided a deep entrenchment that was utilized by both Union and Confederate forces. The Union Army stationed multiple units near the site to fend off the Confederate attacks, managing to hold their ground until the Confederates, with superior numbers, eventually forced them to retreat.

During a crucial moment around 10 am, the Confederates, overwhelming the Union defenders, flanked their right side and launched an attack. Three regiments strategically positioned themselves at the railroad cut, with one half of the brigade utilizing the cut as a trench while the other half remained at the northern edge. In response, Union forces, led by division commander James Wadsworth, organized a counterattack that exploited the terrain advantage provided by the depression of the cut. This tactic allowed the Union troops to flank the Confederate positions and secure a significant number of Confederate prisoners

A lull in the fighting ensued as both sides awaited reinforcements. Maj Gen OO Howard arrived before his XI Corps did, and assumed command from behind the town of Gettysburg. He communicated with Maj Gen James Slocum of XII Corps and Maj Gen Daniel Sickles of III Corps to come to the field immediately.

In the afternoon, Ewell’s Corps appeared on Oak Ridge from the north, beginning a massive assault. With Rodes’ division attacking from Oak Hill, the Union lines were under heavy pressure. The CSA 3rd Corps, under Early and Gordon, came from the north and arrived later in the afternoon from Carlisle. This sequence provided a clockwise en echelon pattern that was unintentional but devastating, as the Union Corps were further away in Maryland that morning.

On June 28, Ewell's corps, consisting of three divisions, was strategically positioned at Carlisle and York, Pennsylvania. However, upon receiving orders to concentrate in the Cashtown-Gettysburg area, Rodes made the decision to move his division south from Carlisle, while another division led by Jubal Early marched southwest from York. Simultaneously, Edward Johnson's division was sent back down the Cumberland Valley towards Chambersburg under Ewell's command.

In the early afternoon, the Union XI Corps arrived under General Howard, who deployed his men to the right of the already existing line. The Union position was shaped in a semicircle from west to north of the town

Iverson

Brigadier General Alfred Iverson’s brigade fell victim to a well-executed ambush around 2:30 pm, resulting in devastating losses. The lack of skirmishers screening their advance left the Confederates vulnerable to the Union army positioned behind a stone wall at Oak Ridge. The sudden attack caught Iverson’s men off guard, leading to over 900 casualties out of the 1,384 soldiers in his brigade.

The aftermath of the ambush saw the Union forces counterattacking and flanking the Confederate position, leading to further surrenders and retreats. The communication breakdown within the Confederate ranks, exacerbated by the linear landmark of the field, contributed to the disastrous outcome. Iverson’s ineffective leadership, compounded by personal issues such as alcoholism, further worsened the situation, ultimately resulting in his reassignment and leaving a bitter legacy among the survivors of his regiment.

Rodes

When Rodes' division reached the vicinity of Gettysburg on July 1, they could hear the sounds of intense fighting between Harry Heth's division of A.P. Hill's corps and the Union's 1st Corps. Believing that he was positioned on the right flank of the Union forces, Rodes deployed his division on Oak Ridge after marching south. At this critical juncture, Rodes faced a crucial decision. He could either wait for the army to fully concentrate, as per Lee's instructions, or take the initiative and launch an attack.

Despite the significant impact of Rodes' Division on the outcome of the battle, his contributions are often overlooked. The losses suffered by his division, despite being fully engaged only on the first day of the battle, were among the highest of all Confederate divisions. Ramseur was held in reserve. Rodes’s Division suffered the second-highest losses of all Confederate divisions.

Maj. Gen. Robert E. Rodes played a pivotal role in the initial day of the battle, with his division being a key factor in the success of the Confederate forces. The aggressive attack launched by Rodes' troops on the Union's I Corps resulted in the pushing back of Union forces, compelling them to retreat through Gettysburg and towards Cemetery Hill. Rodes strategically positioned his division at the junction of the Union First and Eleventh Corps, preventing their link-up on Oak Hill and enveloping the Union right flank.

Despite Lee's directive to avoid a general engagement, Rodes, in agreement with Ewell, decided to ignore this order and launch an assault. Following the initial unsuccessful attack, Rodes persisted and led a second assault. These actions resulted in Early's division joining the battle and forced Hill's corps to deploy an additional division. While the Confederate forces did eventually achieve victory, it was not without consequences. The premature commitment of four divisions from Lee's army in a disjointed manner hindered Lee's ability to effectively utilize the full strength of his forces.

After the failure of the first assault, Rodes proceeded with a second attack, which ultimately led to Early's Division entering the fray and the subsequent deployment of another division from Hill's Corps. Although the Confederate forces were successful in the end, the premature involvement of four divisions from Lee's army in a fragmented deployment prevented Lee from fully harnessing the power of his forces.

Howard and Hancock

General Howard arrived 2 hours before his divisions did. Searching for a place to observe the battle, he found Cemetery Hill and recognized it as being the best place to fight a defense, just as Reynolds and Buford had. He tried to find a place to observe in town but could not. When he was informed of Reynold’s death, he became the senior officer on the battlefield. As 11th Corps arrived, starting around 12:30 pm, he gathered them on top of the hill. He observed and was informed of Rodes’s arrival on Oak Ridge and then Ewell’s arrival further west. He rode through the town of Gettysburg with Barlow, then met with General Wadsworth and General Doubleday behind the lines. He then returned to Cemetery Hill.

Operationally, Buford, Reynolds, and Doubleday thought the high ground south of town was a good place for defense and worth fighting for. It’s controversial whether Reynolds made an actual decision when he arrived at the scene and agreed with Buford that this was an excellent place to make a defensive stand. OO Howard suggested that it was his decision, and was credited with delaying the Confederates long enough to ensure the rest of the federal army was concentrated on the heights south of the town. Howard did leave a reserve division and artillery on Cemetery Hill and used this area to collect those retreating from the front line. Others give Hancock credit for that choice. Convinced of the strength of this position, Hancock expressed his belief to Howard, stating, "I think this the strongest position by nature upon which to fight a battle that I ever saw." With Howard's agreement, Hancock solidified the decision, declaring, "Very well, sir, I select this as the battle-field." Although Howard received Congressional commendation for his actions, Hancock did not receive similar recognition. It may be that no one actively chose Cemetery Hill at this stage of the conflict, but its obvious merits were plain to all.

When Meade learned of Reynold’s death, he immediately sent for Hancock. Unable to leave his army at that moment and undecided about the course of action regarding Pipe Creek, Meade entrusted Hancock with written orders to assume command, despite his junior rank compared to Howard. Hancock arrived at Cemetery Hill at approximately 4:30 pm. Hancock urged Meade to swiftly bring the entire army to the strategic position on Cemetery Hill. Additionally, Hancock decided to gather the scattered soldiers from various battles around the town and relocate them to the elevated hills south of Gettysburg, with the existing cemetery at its center. Hancock positioned his artillery there, enabling them to target the north over Culps Hill or the west over Cemetery Ridge.

During this critical juncture, Doubleday was in retreat, prompting a meeting between him and Hancock on the field. Recognizing the importance of the situation, Hancock ordered Wadsworth to position his troops at the base of Culp's Hill. This maneuver proved crucial and probably saved the field that day.

Barlow’s Knoll

The arrival of Ewell’s Corps from the north changed the entire dynamic of the battle to that point. To the east, the threat to Doles’ position had been reduced by the appearance of Early’s division. He had arrived at about 3 p.m. but paused for half an hour so that his infantrymen could catch their breath after their hard march to the field. Early then charged out of the northeast, sending the brigades led by Brig. Gens. John B. Gordon, Isaac E. Avery, and Harry T. Hays against the Union line.

Upon the arrival of Gordon's division on the far right, only Barlow's division stood as a barrier against an attack. Recognizing the imminent danger posed by the arrival of Ewell's 3rd Corps from the north, which threatened the Union's right flank, General Francis Barlow decided to advance his division of the 11th Corps to a knoll along the Harrisburg Road. At the time, the area now known as Barlow's Knoll was called Blucher's Knoll. The Confederate brigades led by Gordon and Doles converged, overpowering Barlow's forces. Outnumbered by Gordon's division, Barlow and his men were unable to maintain their position, which was positioned as a vulnerable salient. Barlow was severely wounded and taken prisoner. Howard’s XI Corps were overwhelmed and forced to fall back As the Union line collapsed, XI Corps retreated back through town and assumed a defensive position on Cemetery Hill.

As Rodes launched a renewed assault from the north and Dorsey Pender attacked from the west, the Union line crumbled. The road system played a significant role in determining the outcome, favoring the Confederates who ultimately emerged victorious as Union troops retreated through the town in a disorganized manner. Subsequently, Union troops hastily withdrew through the town's streets.

Ultimately, of course, the Union lines were overrun as 2 Confederate corps arrived in just a few hours. Doubleday fought an outstanding controlled retreat back to the new lines on Cemetery Ridge. General Howard told Meade that his line had collapsed and it was Doubleday’s fault, because his line faltered first. This incorrect report led to his removal from command and ultimately, in his leaving active service.

Ewell Advances

At about 4:30 p.m., the Confederate superiority in numbers of Ewell’s Corp began to tell, and although Union fire opened gaping holes in their ranks, Hill’s men finally pushed the Federal I Corps off Seminary Ridge. With the Yankees in full retreat, both Rodes and Early called a halt to their pursuit, following the instructions issued by Ewell at the onset of the battle per Lee’s order.

With the collapse of the Union lines on Seminary Ridge and north of the town, the troops of XI Corps fell back on Cemetery Hill, where a 2000-man brigade and a battery of 6 guns were stationed to protect the retreat. Wadsworth’s division raced to Culps Hill to defend the right flank, and other reinforcements were also arriving. 500 troops from the 7th Indiana came forward, and Maj. Gen. Henry Slocum’s XII Corps arrived. The 1stDivision, led by Brig. Gen. Thomas Ruger began filing into position behind Cemetery Hill at about 4:30 p.m. Brigadier General John W. Geary’s 2nd Division reached Gettysburg at 5 pm. These 8,000 fresh troops brought the Union strength to about 20,000 soldiers mixed with the XI Corps. In addition to the reinforcements, the Federals had most of their artillery pieces, which they had salvaged during their retreat. Almost 40 guns had joined Smith’s six guns, and the entire array was emplaced, unlimbered, and ready to fire, atop Cemetery Hill.

Ewell, of course, saw the enemy digging in on Cemetery Hill. Although he no doubt suspected that the Union soldiers would be impossible to dislodge, he knew that sooner or later he would have to charge the heights.

Culp’s Hill & the “If Practicable” Order

Ewell's failure to take Culp's Hill /Cemetery Hill on the evening of July 1 is often considered one of the great missed opportunities of the battle. Ewell had to decide about whether to make an attack. Rodes’ Division had already incurred heavy casualties and two brigades of Early’s Division had been sent east to block a rumored enemy force on the York Pike, and Maj. Gen. “Allegheny” Johnson’s Division was still marching toward Gettysburg.

Ewell insisted that Lee must approve an attack and Hill had to provide reinforcements. When he asked A.P. Hill for assistance, Hill contended that his divisions were not capable of further offensive action that day, leaving Ewell with only two brigades of Early’s Division for an attack on Cemetery Hill, where the Federals had already established a strong defensive position. James Power Smith, an aide who had spent the afternoon with Lee and had just now come to Gettysburg (without bringing any orders from Lee to Ewell), was dispatched back to Lee with those two requests. Colonel Walter Taylor delivered the message. According to his post-war recollection, Lee was told of Ewell’s movements by Major G. Campbell Brown of Ewell’s staff. He then instructed Brown:

‘To quote Lee’s own words, “General Ewell was…instructed to carry the hill occupied by the enemy if he found it practicable but to avoid a general engagement until the arrival of the other divisions of the army…” ‘

From Freeman, Douglas Southall. Lee’s Lieutenant’s: A Study in Command, One volume abridgment by Stephen W Sears, Scribner, New York 1998 p.571.

Smith returned, where he found Ewell and gave him Lee’s instructions. Ewell saw at once that his new orders were paradoxical. He could not drive the enemy from the heights without reinforcements. The force at hand, 4,000 men, was no match for the large group of Federals, backed by cannons, atop Cemetery Hill. To attack would bring disaster to his corps. And even if Ewell mounted the suicidal assault, how could he assure Lee that reopening the battle would not bring on a general engagement? Consequently, Ewell dropped his plan for a direct charge against Cemetery Hill.

What did Lee Expect?

Lee did not directly order Ewell to mount a charge against Cemetery Hill. Had Lee wanted to deny the enemy the heights, he could have given a peremptory order for Maj. Gen. Richard Anderson’s division, just now arriving and ready to fight, ahead to Cemetery Hill. After Barlow was defeated at the base of Culp’s Hill and XI Corps retreated through the town, Ewell was given discretionary orders to take the hill. He did not immediately try, and when later he sent Johnson’s Division, they ran into the Union line digging in.

Ewell felt, correctly by reports of those who were there, that his men were exhausted and disorganized. Most military students of the battle have concluded that Ewell made the right call under the circumstances. He was a professional soldier who had to make a split-second decision in the heat of the moment. The failed probing attack at 7 pm at dusk suggests that any opportunity, if it ever existed, was fleeing. The question will always remain if the Union was as well dug in at 5 pm.

Ewell had at least 6 rational reasons not to make the attack: a) His men had been through a huge firefight after marching many hours and were fatigued. b) Assaulting the hill through the streets of Gettysburg was not an easy task since the narrow passageways prevented massing the troops for an attack. c) Lee’s ambiguous order resonates through history. Any dispassionate reading of that phrase in the context of battle is more confusing than anything else. And it should be noted that Early himself was reluctant at that moment. d) Ewell requested assistance from AP Hill, who declined due to the condition of his corps, which had taken the brunt of the first day. e) There was intelligence that Union troops were approaching from the east on the Hanover Road. This was the vanguard of the XII Corps under Maj. Gen. Henry W. Slocum. If those troops had arrived at the wrong time, Ewell's flank would have been turned. f) This was Ewell’s first Corps command. He was hesitant given these issues. Ewell was never the same after the loss of his leg and marriage.

Ewell did not get that message until after his forces were heavily committed, noting in his report “that by the time this message reached me….It was too late to avoid an engagement without abandoning the position already taken up.” In fact, at that moment, although victorious, his corps had suffered approximately 3,000 casualties, leaving him with about 8,000 men under arms. The charge into Gettysburg had also left Ewell’s two divisions badly disorganized, and thousands of prisoners had to be rounded up and secured. The third division, under Edward Johnson, was rushing to the scene, but no one knew when it would arrive.

On the hill at that hour and shortly afterward was the 7th Indiana Infantry of the I Corps, part of Brig. Gen. James S. Wadsworth's division, linked up with the Iron Brigade, digging in following their fierce battle on Seminary Ridge. The XII Corps in George Greene’s brigade of John Geary’s division would soon arrive.

When Ewell’s third division, under Maj. Gen.Edward "Allegheny" Johnson, arrived on the battlefield, Johnson was ordered to take the hill if he had not already done so. Johnson did not take Culp's Hill. He sent a small party to reconnoiter, and they encountered the 7th Indiana Infantry of the I Corps, part of Wadsworth's division, which had been in the rear guarding the corps trains and was now linked up with the Iron Brigade, digging in following their fierce battle on Seminary Ridge. Johnson's party was taken by surprise and almost taken prisoner before fleeing. Culps Hill at 7 pm when the reconnaissance occurred was far from empty. Was it empty at 5 pm? No but less well defended; still, who would Ewell have attacked with? After the war, Gordon said in his memoirs he was ready, but he’d seen significant action. Gordon’s brigades were scattered and 2 miles from where an attack could be made. And the 11th Corps troops on Cemetery Hill under Howard were well positioned to defend Culp’s hill, more so than Ewell was positioned to take it.

Ewell, after assessing the situation and considering various factors such as the approaching darkness, the strength of the Union defenses on Culp's Hill, and the absence of clear orders from Lee to attack, decided against launching an immediate assault. Instead, he chose to consolidate his positions.

Casualties

About one quarter of Meade's army (22,000 men) and one third of Lee's army (27,000) were engaged. Union casualties were almost 9,000; Confederate slightly over 6,000. In itself, Day #1 of Gettysburg would rank among the top 25 battles of the war, even though most of both armies hadn’t even arrived yet.

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References

• James M McPherson, Battle Cry of Freedom. Oxford University Press, 1988.

• Shelby Foote, The Civil War: A Narrative. Volume 2. Random House, 1963.

• Harry W Pfanz, Gettysburg – The First Day. The University of North Carolina, 2010.

· Harry W Pfanz, Culp’s Hill and Cemetery Hill. The University of North Carolina, 1993.

• Edwin B Coddington, The Gettysburg Campaign: A Study in Command. Charles Scribner, 1968.

• Stephen Sears, Gettysburg. Mariner Books, 2004.

• Eric J Wittenberg, The Devils to Pay: John Buford at Gettysburg. Savas-Beattie, 2014.

  • Mackowski, Chris, and Kristopher D. White. "Second Guessing Dick Ewell: Why Didn't the Confederate General Take Cemetery Hill on July 1, 1863?" Civil War Times, August 2010.
  • Petruzzi, J. David, and Steven Stanley. The Complete Gettysburg Guide. New York: Savas Beatie, 2009.

· https://gettysburg.stonesentinels.com/confederate-headquarters/rodes-division/

· https://gettysburgcompiler.org/tag/alfred-iverson/

· https://www.historynet.com/did-lt-gen-richard-ewell-lose-the-battle-of-gettysburg/

· https://www.historynet.com/20-fateful-decisions-at-gettysburg/?utm_source=sailthru&utm_medium=email&utm_campaign=hnt-hnn-theme

· https://thecivilwarcenter.org/2023/07/04/general-lees-if-practicable-order-to-general-ewell-on-july-1-at-gettysburg/

· https://www.historynet.com/did-lt-gen-richard-ewell-lose-the-battle-of-gettysburg/

· https://www.historynet.com/richard-ewell-at-gettysburg/#:~:text=On%20the%20first%20day%20of%20the%20Battle%20of,new%20Federal%20position%20on%20Cemetery%20Hill%20%E2%80%9Cif%20practicable.%E2%80%9D

· https://archive.nytimes.com/opinionator.blogs.nytimes.com/2013/07/02/general-ewells-dilemma/

· https://padresteve.com/2014/06/03/gettysburg-day-one-lees-vague-discretionary-orders-and-lack-of-control/

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In the year 1833 the Parker family moved to Texas, the beneficiaries of large acres of free land, given in the hope that they would establish a settlement in country that at the time was still in contestation between the Mexican government and the United States. They built a fort and homes in what was then one of the most sparsely occupied areas in the state, on the edge of Native American territory. At the time Texas was at the edge of America, and skirmishes were frequent, in particular raids from the feared warrior society of the Comanches. The Comanche were struggling not only with white settlers but many other bands of Native American who had been displaced and forced onto the Plains by rapid American expansion. Their way of life was under threat and they retaliated. Despite this the Parkers, unfortunately, overestimated their safety.

Erin Bienvenu explains the story of the capture of Cynthia Ann Parker.

Cynthia Ann Parker and daughter, Topsannah (Prairie Flower). Image taken around 1861.

Fort Parker Massacre

The morning of May 19, 1836 began normally enough for the extended Parker family. They were busy working on their farms and getting their families ready for another day. Cynthia Ann, nearly nine years old, the oldest child of Silas and Lucinda, was with her mother and three siblings. Inexplicably, despite the dangers of the Texas frontier, the large gate of the fort had been left open.

The morning was soon interrupted by a large group of Comanches who appeared bearing a white flag and professing peace. The Parker men suspected their motives but Benjamin Parker, Cynthia Ann’s Uncle, bravely went out to speak with them. He hoped he could give the women and children enough time to hide in the surrounding woods but he was quickly killed and the Comanches descended on the fort and surrounding farms.

At the end of what became known as the Fort Parker Massacre, five men were dead, including Silas, and the Comanche had taken five hostages: Cynthia Ann, her younger brother John, their cousin Rachel Plummer, her son James, and their Aunt Elizabeth Kellogg. For the captives the days and nights that followed were horrific, they were repeatedly beaten, starved, and the older women raped.

Eventually, after several days of hard riding, the captives were separated and sent to different bands. As fertility rates were low amongst the Comanche, due to their nomadic life style which required almost daily riding, captive children were often adopted by families who had lost a child. This is what happened to Cynthia Ann.

Her childhood then began anew as she was immersed in Comanche culture, taught such practicalities as how to sew buckskin and gather firewood, and how to speak the language. She would also have learnt about the tribe’s customs, religious beliefs, and been raised in preparation for marriage and motherhood.

Life with the Comanche

In 1842 John and James were ransomed back to their families and a few years later Cynthia Ann was discovered by Leonard Williams, a Native American agent. She was said to have ‘wept incessantly’ and tried to hide from Williams, though he offered a substantial ransom for her return. However, the Comanche refused to give her up.

In the years that followed more ransoms were offered but all were refused, often by Cynthia Ann herself. She was now married to a warrior who had participated in her capture, Peta Nocona, and they had three children. She also had a new name, Naduah, which meant ‘someone found.’ She was completely integrated into Comanche life and even her brother John could not persuade her to return. She had already been separated from one family, and she would not be taken from another.

Cynthia Ann and her family were constantly on the move, it was a hard life and she was in charge of most of the work. One of her main tasks was to prepare the buffalo hunted by her husband. Not one part of the huge animal was wasted and Cynthia Ann became a skilled tanner. It was dirty, time-consuming work, but she also found joy in the lives of her children - two boys, Quanah and Peanuts (so named because of her fond memories of eating the nuts during her childhood at the Fort) and daughter, Topsannah (Prairie Flower). Her husband was also a skilled warrior and the family was considered to be quite wealthy in Comanche society.

Return to the Parker Family

In 1860 in retaliation for Peta Nocona’s constant raids on white settlements, his tribe were attacked by a group of Texas Rangers led by Captain Lawrence Sullivan Ross.

Cynthia Ann attempted to flee on horseback but was stopped by Ross who, to his great surprise, realised she was a white woman. He declared that Peta Nocona had been killed during the battle and Cynthia Ann had wept over his body, though their son Quanah was to claim his father had died at a later date.

The rangers took Cynthia Ann and her young daughter to Fort Cooper, though she made repeated attempts to escape. Once again, she found herself violently taken from all she knew, her family and her home, forced to assimilate to a culture and language she had largely forgotten. Despite speaking in a mixture of Comanche and Spanish she did recall the massacre at Fort Parker, and her birth name, responding when called ‘Cynthia Ann.’

She was treated as a curiosity by all who saw her and at one stage, under the ‘care’ of her Uncle Isaac was even put on display so that the citizens of Texas could come and stare at her. She tried repeatedly to run away from Isaac’s home. He, and her wider family, could not understand her longing to return to her Comanche life. They expected her to immediately accept the way of life she had left aged nine, to re-adopt their language, dress and religion, but Cynthia Ann would not comply. Consequently, she was treated by her family, and the wider community, as a woman who did not know her right mind.

Eventually she was sent to live with her brother Silas Jr, but her situation did not improve. Around this time a photograph was taken of Cynthia Ann, in which she is nursing Topsannah with her hair cut short, a symbol of Comanche mourning. She was grieving not only her husband, but her two sons, who she believed were lost on the prairie. When Silas joined the Confederate army Cynthia Ann was sent to live with a different set of relatives, this time her sister, Orlena. Here, life was a little better. There were more sympathetic people to speak with and she earned a reputation as a hard worker and expert tanner. She remained, however, largely unhappy and would frequently lament the loss of her sons, often cutting herself in the traditional Comanche way of expressing grief. The Parker’s promised her that when the Civil War ended, they would take her to find her sons, but as time wore on, she began to realise their promises were empty.

Then in about 1864 Topsannah died from pneumonia and a grief-stricken Cynthia Ann lost all hope. It is believed she died of complications probably bought on by self-starvation around 1870.

Conclusion

Cynthia Ann left no written account of her life, or her feelings about her experiences, what little we do know about her was told through the eyes of those that briefly encountered her, but who often had their own agendas when it came to telling her story. Her son Quanah, regarded as the last of the great Comanche Chiefs, remembered her as “a good woman” who he “always cherished.” Hers was a life between two worlds and, as it was for many people in the early history of the American West, one marked by frontier violence and tragic misunderstanding.

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References

https://archive.org/details/rachelplummernar00park/page/16/mode/2up?q=cyntha

https://ir.library.louisville.edu/cgi/viewcontent.cgi?article=4492&context=etd

https://texashistory.unt.edu/ark:/67531/metapth85556/m1/2/zoom/?q=cynthia%20ann%20parker&resolution=2.565054159331353⪫=3373.065552681177&lon=3245.6007365528353

https://texashistory.unt.edu/ark:/67531/metapth583180/m1/14/zoom/?q=%22cynthia%20ann%20parker%22~1&resolution=2.1904496702355107⪫=3009.330046382758&lon=3003.1985262518583

Exley, Jo Ella Powell (2001), Frontier Blood: The Saga of the Parker Family. Texas A&M University Press

Frankel, Glenn (2013), The Searchers: The Making of an American Legend. New York: Bloomsbury

Gwynne, S.C. (2011), Empire of the Summer Moon: Quanah Parker and the Rise and Fall of the Comanche Tribe. London: Constable

Michno, Gregory & Susan (2007), A Fate Worse Than Death: Indian Captives in the West, 1830-1835. Idaho: Caxton Press

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Thomas Carlyle once opined that “the history of the world is but the biography of great men.” And that is certainly true in the case of Myron C. Taylor, whose consequential life helps explain a great deal about the 20th Century.

Taylor was born in 1874, and grew up in the small, upstate town of Lyons (in Wayne County), just south of Lake Ontario. Taylor went to the Cornell Law School in Ithaca, graduating with a Bachelor of Laws degree in 1894. Returning to Lyons, he established a small law practice, but shortly transitioned to helping his father’s tannery business. That quickly led to bigger things.

Taylor soon became America’s leading industrialist: first as the “czar” of the textile industry; and later, in the 1920s and 30s, as CEO of U.S. Steel. Thereafter, he became a key diplomatic participant in some of the most important geopolitical events of the World War II era. Taylor is little remembered today, however, because of his intense personal dislike for self-promotion and publicity; for much of his business career, the national media called him “the man nobody knows.”

C. Evan Stewart explains.

Myron Taylor in the Vatican. Image provided by the author.

Ambassador Extraordinary

Having literally saved U.S. Steel from ruin during the depths of the Depression and then restoring it to its position as the country’s most important corporation, Taylor stepped down as CEO in April of 1938; he hoped to enter a “sabbatical period of life” with his wife, Anabel. But his friend, President Franklin D. Roosevelt, asked him to take on an assignment: could Taylor help solve the crisis of Jews who were attempting to flee persecution in Nazi Germany. Taylor’s efforts actually led to a deal with Hitler and Germany, whereby 150,000 “able-bodied” Jews were to be permitted to emigrate, with their dependents to follow later. Undersecretary of State Sumner Welles told the president it was “better than we hoped for.” Unfortunately, with the Nazi invasion of Poland (which led to World War II), that deal came to naught.

Then, right before Christmas 1939, FDR called on Taylor again, asking him to be the president’s personal representative to Pope Pius XII (with the rank of “Ambassador Extraordinary and Plenipotentiary”). This very controversial appointment, which FDR undertook for multiple reasons (e.g., domestic politics; his wanting a third term; trying to influence Church policy (and its internal politics) in the United States; getting international-diplomatic information at the Vatican; influencing the Vatican on geopolitical issues; etc.), led to what was widely known as the “Taylor Mission.” And in fulfilling that Mission over the next eleven years, Taylor was at the heart many of the era’s critical matters, including: (i) efforts to keep Italy, Spain, and Portugal out of the war on the Axis side; (ii) ensuring that Lend-Lease aid got to the Soviet Union in 1941, which at that point was about to be overrun by the German army; (iii) bringing the first documented proof of the Holocaust to the Vatican in September of 1942; (iv) ensuring that the Church would support the Allies’ policy of unconditional surrender (and later, not break with that policy); (v) helping to broker Italy’s surrender and Mussolini’s departure; (vi) blocking German attempts to have the Vatican broker a peace; (vii) helping to godfather the Bretton Woods agreement and the United Nations; (viii) almost single-handedly helping Italy recover from the war; and (ix) under President Truman, engaging in an effort to have all the world’s religions unite against atheistic communism (i.e., the Soviet Union).

Lend-Lease to Russia

To cover all the foregoing (and more), readers will have to pick up Myron Taylor: The Man Nobody Knows (Twelve Tables Press). For the remainder of this article, the focus will be on Taylor’s critical role in ensuring Lend-Lease aid got to Russia in 1941.

On March 11, 1941, FDR signed the controversial Lend-Lease legislation. Premised on the president’s campaign pledge in 1940 for America to be the “great arsenal of democracy,” it was understood - by Congress and the American public - to apply only to providing assistance to Great Britain, then isolated and under the German attacks known as the “Blitz.”

On June 24, 1941, the geopolitical world was up-ended when Hitler invaded the Soviet Union. The German army’s advance through Russian territory was swift; FDR and his top advisors feared that the if the USSR were to be overrun and conquered, then stopping the Nazi regime when (not if) the United States became a belligerent might well provide impossible. (Henry Stimson, the Secretary of War, told FDR that Russia might not last three months.) The president was determined to provide substantial military assistance to Joseph Stalin, but there was a very significant roadblock.

In 1937, the Vatican had issued the Encyclical Divini Redemptoris - issued by Pope Pius XI (but authored by his Secretary of State, who would succeed him as Pope Pius XII). That Encyclical condemned in no uncertain terms the Soviet Union and expressly forbade all Catholics from having anything to do with supporting that nation-state. Given the 1937 Encyclical and the strong isolationistic sentiments of many American Catholics, FDR feared that the political backlash would prove too great if he tried to extend Lend-Lease aid to Russia. (For example, the Bishop of Buffalo had publicly stated that Catholics would be justified in not serving in the U.S. military if the country were allied with the Soviet Union.) In the words of Robert Sherwood (an FDR speechwriter and later biographer), “[a]s a measure for coping with serious Catholic opposition to aid for the Soviet Union, Roosevelt decided to send Myron C. Taylor … on another mission to Rome.”

Myron Taylor shares a letter from FDR with the Pope. Image provided by the author.

Threading the Needle

Before his trip, Taylor, together with two Church officials in the United States and Sumner Welles, devised a strategy to thread the needle of the 1937 Encyclical: that any U.S. aid would not constitute supporting communism, but would instead be directed at alleviating the suffering of the Russian people, for whom the Pope and the Church always had special affection. But that nuanced approach to the problem got off to a rocky start at Taylor’s first meeting with the Pope on September 9, 1941. FDR had asked Taylor to present a hand-written letter to the Pope, a document which went to great lengths to assure him that “the churches in Russia are open” and that “freedom of religion” was a likely outcome of the Nazi’s invasion. The Pope and his advisors were incredulous; at least seven Vatican memoranda were prepared in response to FDR’s letter, many of them questioning the president’s mental state and his grasp on reality.

Notwithstanding FDR’s blunder, Taylor, over a number of days and multiple sessions with the Pope and his advisors, was able to get the Vatican to agree to the concept of delinking the Russian people from the Soviet Union; but this message could not be seen as being issued from or dictated by the Pope or the Vatican. Instead, guidance would be sent to the Apostolic Delegate in Washington to have the message delivered by a high-ranking member of the Church in America.

Once Taylor returned to America, in consultation with the Apostolic Delegate and other Church officials, it was decided to effectuate the Vatican’s hidden-hand strategy by having an outspoken isolationistic Church leader - Archbishop McNicholas of Cincinnati - deliver the message. With time of the essence - not only were German troops closing in on Moscow, but a second Lend-Lease appropriations bill was pending in Congress and over 90% of available Lend-Lease funds had already been allocated - McNicholas was summoned to Washington and given his marching orders.

On October 30, 1941, McNicholas published a pastoral letter (which received broad national coverage and was printed in toto in the Congressional Record) explicitly endorsing the need for America to help the “persecuted people of Russia, deprived of freedom and put in bondage.” That same day, FDR cabled Stalin that he had approved $1 billion of war materials to be shipped to the USSR. But the president waited a week for the McNicholas letter to sink in and take effect in the American body politic (and Congress). As Sherwood wrote: “It is an indication of Roosevelt’s concern for public opinion that he did not formerly include the Soviet Union among the recipients of Lend Lease until November 7.”

In the words of the leading historian on the decision to aid the USSR in 1941, because of “Myron Taylor’s special mission to the Vatican” - which had secured the Church’s overt approval of such aid, “[s]o perished the great dread of the President that the encyclical of Pius XI would provide a sanction for equating aid to Russia with aid to communism and thereby permit his opponents to insist with telling force that his program was in conflict with the doctrines of the Church.” Ultimately, eleven billion dollars in aid was sent to the Soviet Union to help them repulse the Nazis. And at the Tehran Conference, Stalin toasted that, without the U.S.’s war materials, the USSR would have been overrun. In reflecting upon Taylor’s contribution to this historic result (which was “given no great amount of publicity”), Sherwood wrote: “Taylor was one who truly deserved the somewhat archaic title of ‘Ambassador Extraordinary.’”

The Taylor Archives

Myron C. Taylor donated his papers to his alma mater, Cornell University, and I drew upon these papers (in the University’s Olin Library) for this article. Other archival sources with important Taylor documents include the Franklin D. Roosevelt Presidential Library in Hyde Park, New York; the Harry S. Truman Presidential Library to Independence, Missouri; the Library of Congress in Washington, D.C.; and the National Archives and Records Administration in College Park, Maryland; in addition, the Baker Library at Harvard University (papers of Thomas Lamont) and the Oral History Project at Columbia University (including oral histories of Frances Perkins, George Rublee, etc.) contain many valuable materials on Taylor’s life and career. The Vatican has made many, but not all, archival materials covering the World War II era available for scholars.

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Throughout history, certain moments stand out as pivotal turning points, altering the course of nations and shaping the destiny of millions. One such moment occurred on August 20, 1940, when an ice pick-wielding assassin attacked, Lev Davidovich Bronstein, better known as Leon Trotsky, the fiery revolutionary and one of architects of the Bolshevik Revolution. Trotsky died of his injuries the next day August 21, 1940.

However, what if fate had taken a different path? What if Trotsky had not met his untimely demise in Mexico City? The ripple effects of such a scenario would have undoubtedly reshaped the landscape of the 20th century, altering the trajectory of communism, world politics, and the course of countless lives.

Terry Bailey considers this alternative history.

Trotsky in Mexico, January 1937 with his wife Natalia Sedova. The artist Frida Kahlo is behind them.

The Rise of Trotsky

To understand the profound impact of Trotsky's hypothetical survival, we must first delve into his revolutionary legacy. A brilliant orator, strategist, and ideologue, Trotsky played a pivotal role in the overthrow of the Russian Tsarist regime in 1917. Alongside Vladimir Lenin, he galvanized the masses, leading the Bolsheviks to victory and laying the groundwork for the world's first communist state.

Had Trotsky survived the assassination attempt, he would have remained a formidable force within the Soviet Union. His intellectual prowess and unwavering commitment to Marxist principles would have posed a significant challenge to Joseph Stalin's consolidation of power. Unlike Stalin, whose brutal tactics and cult of personality alienated many within the party, Trotsky garnered widespread respect and admiration among the rank-and-file Bolsheviks. With his continued presence, the internal power struggle within the Communist Party would have taken a drastically different turn.

The Trotskyist Vision

Trotsky's vision of communism differed fundamentally from Stalin's authoritarian regime. While Stalin advocated for "socialism in one country," prioritizing the consolidation of power within the Soviet Union, Trotsky championed the concept of "permanent revolution." He believed that true socialism could only be achieved through the international spread of proletarian uprisings, challenging the global capitalist order and ushering in a new era of worldwide socialism.

Had Trotsky maintained his influence within the Soviet leadership, his emphasis on internationalism would have profoundly shaped Soviet foreign policy. Rather than pursuing a policy of isolationism and realpolitik, as Stalin did, Trotsky would have actively supported revolutionary movements abroad. This stance would have likely intensified tensions with capitalist powers, particularly the United States, leading to a more confrontational Cold War dynamic.

The Fate of Communism

One cannot ignore the impact Trotsky's survival would have had on the global communist movement. In the aftermath of Stalin's purges and the rise of authoritarian regimes in Eastern Europe, many disillusioned leftists looked to Trotskyism as a beacon of hope for a more democratic form of socialism. With Trotsky at the helm, the Fourth International would have emerged as a formidable challenger to both capitalist imperialism and Stalinist dogma.

Moreover, Trotsky's continued influence could have averted some of the excesses and atrocities committed in the name of communism. His commitment to democratic centralism and workers' democracy stood in stark contrast to Stalin's autocratic rule. By promoting a more decentralized and participatory form of governance, Trotsky may have prevented the worst abuses of state power, preserving the integrity of the socialist project.

The Legacy of Trotsky

In exploring the counterfactual scenario of Trotsky's survival, we are confronted with a multitude of possibilities and uncertainties. Would he have succeeded in his quest to overthrow Stalin and establish a more democratic socialist order? Or would he have met the same fate as countless other dissenters crushed by the machinery of the Soviet state?

Regardless of the outcome, one thing remains clear: Trotsky's legacy endures as a testament to the power of revolutionary ideals and the enduring struggle for social justice. His writings continue to inspire generations of activists and intellectuals, offering insights into the nature of power, oppression, and resistance. While his physical presence may have been extinguished on that fateful day in 1940, his spirit lives on in the ongoing quest for a world free from exploitation and inequality.

Conclusion

In contemplating the hypothetical scenario of Trotsky's survival, we are compelled to confront the complexities and contradictions of history. The assassination of one man irrevocably altered the course of world events, unleashing a chain reaction of consequences that continue to reverberate to this day. Yet, amidst the uncertainty and speculation, one thing remains certain: the enduring legacy of Leon Trotsky serves as a reminder of the transformative power of revolutionary thought and the indomitable spirit of those who dare to challenge the status quo. As we reflect on the road not taken, we are reminded of the countless possibilities that lie ahead, waiting to be shaped by the actions and aspirations of those who refuse to accept the world as it is and strive to create a better one in its place.

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In late May 1863, the Confederacy was facing a challenging situation. Despite General Robert E Lee's success in defeating the Union forces in almost every major battle, the war's progress remained stagnant along the Rappahannock River. The Confederacy had not made significant gains despite the intense fighting. On the other hand, the Western Theater had experienced substantial territorial losses, particularly in Louisiana, Kentucky, and Tennessee. The fall of Vicksburg and western Mississippi seemed imminent. It was evident that a dramatic shift was necessary to alter the course of the war while maintaining the people's confidence in the government and military. The war had already surpassed the South's expectations in terms of duration, and resources were depleting rapidly.

Lloyd W Klein explains.

Confederate troops battling Union forces in the first day at the Battle of Gettysburg. On the left background is the Railroad Cut; on the right is the Lutheran Seminary. In the background is Gettysburg.

The Rationale

Recognizing the urgency of the situation, President Davis invited General Lee to Richmond for a three-day meeting with his cabinet on May 26. The purpose of this meeting was to discuss their plans and devise a strategy to turn the tide of the war. It is crucial to understand the significance of the Battle of Gettysburg within the broader context of the war. It was seen as a final attempt to secure victory on the battlefield. General Lee aimed to provoke a large-scale battle that could potentially be decisive. The intention was to divert attention from the Western Theater and instigate a battle in the East that could alter the war's trajectory. Building on his previous victories at Fredericksburg and Chancellorsville, Lee proposed taking the war into Northern territory. While General Grant was closing in on Vicksburg, there were discussions about detaching General Longstreet's corps and sending them to assist General Pemberton. However, it was increasingly apparent that Vicksburg was already lost. Lee suggested the alternative: retain Longstreet in his army and launch an invasion of Pennsylvania, hoping to achieve a breakthrough.

There were two main objectives in mind for this operation. Firstly, it aimed to remove the war from central Virginia during the summer months. Additionally, the hope was to secure a victory in a battle north of the Mason-Dixon Line, which would potentially lead to the recognition of the Confederacy by France and Britain. Another crucial objective was to provide the Army of Northern Virginia with essential resources such as food, forage, horses, and other supplies from the fertile farmlands of Pennsylvania. This was necessary as the Quartermaster and Subsistence Departments were struggling to meet the increasing demand due to the blockade's significant impact. Alongside these objectives, there were several other goals to be achieved. These included diverting the Union Army of the Potomac away from the Rappahannock River line, disrupting any offensive plans General Joseph Hooker may have had, driving Union occupation forces out of Winchester and the lower Shenandoah Valley, drawing Union forces away from other theaters, and ultimately dealing a decisive blow to Northern morale.

Lee's unwavering confidence in his army led him to believe that if he could secure advantageous terrain, the Army of Northern Virginia (ANV) would triumph over the Army of the Potomac (AoP). This perception fueled his hope that such a victory would compel the war-weary North to seek peace, potentially serving as a decisive military maneuver to showcase the Southern will for independence to Great Britain and France.

However, Lee's strategic approach was marred by a series of misconceptions regarding the state of morale in the North, which ultimately shaped his flawed strategy and resulted in miscalculations. One of these misinterpretations was his misunderstanding of Northern sentiment, as he mistakenly believed that the general public in the North was fatigued by the ongoing conflict. Consequently, he failed to grasp the unwavering determination of the Lincoln Administration to persevere in the face of adversity. This misjudgment of the North's resolve played a significant role in shaping Lee's flawed assumptions and strategic decisions.

Reorganization

Following Chancellorsville and the mortal wounding of Stonewall Jackson, General Lee undertook a significant reorganization of his forces. To strengthen his army, Lee decided to create three Corps instead of the previous two. As part of this restructuring, he promoted AP Hill to command the newly formed 3rd Corps, while Richard Ewell assumed leadership of the 2nd Corps. James Longstreet remained in charge of the 1st Corps.

Before the Battle of Gettysburg, Lee's army had suffered significant losses in terms of both brigade and regimental commanders. Out of the 28 brigades that participated in the Chancellorsville campaign, a staggering nine of them lost their commanders during the battle. Furthermore, three of these brigades experienced the loss of multiple commanders. Additionally, the ANV lost 64 out of its 130 regimental commanders. Consequently, many of Lee's brigades entered the Gettysburg campaign with inexperienced unit commanders, which would have a noticeable impact on the outcome of the battle.

As part of the reorganization efforts, Lee made a crucial decision to disband the army's reserve artillery and redistribute its batteries to the infantry corps. This adjustment allowed each corps to have five artillery battalions at its disposal, granting them the flexibility to assign these battalions to the infantry divisions or retain them under the command of the corps. Although this change in the command structure may have appeared insignificant at first glance, it would prove to have significant implications on July 3rd, during the Battle of Gettysburg.

Was the ANV Designed for a Northern Invasion?

Lee's Army was not designed to leave the confines of Virginia due to several factors. Firstly, Lee had limited intelligence operations compared to his Union counterparts. Instead of having a dedicated intelligence service like the Bureau of Military Intelligence, Lee relied on three main sources for information: the civilians of Virginia, Stuart's Cavalry, and his staff. However, when Lee moved north, he left behind his most valuable intelligence source - the civilians of Virginia. These civilians not only provided crucial information but also aided in the communication and navigation of local roads and geography. This decision may have been influenced by the fact that Lee heavily relied on his cavalry for intelligence and did not trust information from other sources. This deficit in intelligence gathering put Lee at a significant disadvantage. The CSA had very few covert operatives in the north. Lee primarily used individual undercover agents to provide intelligence, usually assigned to one of his subordinate generals, most famously Henry Harrison. Lee depended strongly on his cavalry and never trusted actual intelligence from other sources.

Lee may have overlooked the political landscape of the areas he intended to invade. While there were a significant number of KGC operatives and Copperheads in Baltimore, western Maryland, and southern Pennsylvania, these regions were predominantly pro-Union. This meant that Lee would face strong opposition and limited support from the local population in these areas. Overlooking this factor could have further contributed to the challenges Lee encountered when attempting to expand his operations beyond Virginia.

Another limitation was that his staff was too small to plan and coordinate a foray into enemy territory. Lee had a very small staff to manage his corps movements, so when he needed them to regroup, it took several days. These 6 men comprised all of Lee’s staff

· Chief of Staff, Inspector General: Col. Robert H. Chilton

· Chief of Artillery: Brig. Gen. William N. Pendleton

· Aide de Camp, Asst. Adjutant General: Lt. Col. Walter H. Taylor

· Aide de Camp, Asst. Military Secretary: Maj. Charles Marshall

· Aide de camp, Asst. Inspector General: Maj. Charles S. Venable

· Engineer Officer: Capt. Samuel R. Johnston

This would repeatedly be a limitation: his command and control at critical moments was inadequate, and he lacked sufficient staff to maintain communications with corps leaders.

Lee faced significant logistical challenges during the Pennsylvania Campaign due to his lack of adequate supply support. Unlike the Union forces, who had the advantage of utilizing railroads and rivers for transportation, Lee had to rely on a primitive system. With no railroads or rivers available to him, Lee's only option was to transport his supplies over land using horse and mule-drawn wagons. This resulted in a lengthy and vulnerable supply line, which posed a major hindrance to his operations.

One of the key issues that Lee encountered was the dependency on a long supply line that relied on horse and mule-drawn wagons. This meant that his forces had to cover a significant distance to transport essential provisions and equipment. The reliance on such a method of transportation not only slowed down the movement of supplies but also made them susceptible to attacks and disruptions along the way.

Lee's forces suffered from a shortage of long-range artillery ammunition, which severely limited their ability to sustain multiple attacks during the campaign. This deficiency became evident during Pickett's charge, where the lack of sufficient ammunition hindered their offensive capabilities. Lee also lacked the availability of pontoons over the Potomac River, which provided a crucial emergency crossing point. This would become evident in his retreat after the battle.

Lee’s heavy reliance on horse and mule-drawn wagons led to a lengthy and vulnerable supply line, insufficient long-range artillery ammunition, challenges in transporting captured goods, and limited emergency crossing options. These logistical challenges significantly impacted Lee's ability to sustain his offensive campaign and ultimately contributed to his setbacks in the Pennsylvania Campaign.

Lee faced significant logistical challenges in transporting supplies to Gettysburg and Harrisburg. The route spanned 125 miles from Winchester, and even more to Harrisburg, requiring wagons pulled by either four horses or six mules. These wagons had a carrying capacity of 2000-2500 pounds but moved at a slow pace of about 3 miles per hour, which could be further reduced by unfavorable road conditions. The animals themselves had substantial needs, with mules requiring 9 pounds of grain, 10 pounds of fodder, and 12 gallons of water daily, while horses needed 14 pounds of grain, 14 pounds of fodder, and 10 gallons of water. Additionally, the animals required horseshoes, which required manpower to apply. The waste disposal issue was also daunting, with each animal producing 10 pounds of manure and 2 gallons of urine daily. Failing to properly care for the animals would result in decreased efficiency, as they would move more slowly and carry less until they eventually broke down, rendering the army immobile. The sheer size of Lee's trains, stretching for dozens of miles, further complicated matters as infantry and artillery had to share the same roads as the wagons, leading to traffic congestion and delays. The meticulous administration of the order of march was necessary to prevent pile-ups at crossroads, requiring significant labor. Overall, these logistical challenges posed a nightmare for Lee, impacting the timing of Longstreet's arrival on the field, the availability of weapons and armaments, the organization of the three corps in battle, and the retreat after the battle.

General Lee relied on an incomplete map during the Battle of Gettysburg, as he did not possess a detailed map of the town itself. The map he had was a product of the efforts of Jedediah Hotchkiss, a topographical engineer, who had been tasked with creating a small-scale map of the region encompassing northern Virginia, central Maryland, and south-central Pennsylvania. Due to the vast scope of the project and limited time, Hotchkiss had to rely on Pennsylvania county maps to complete the map. He meticulously penciled a grid on a heavy watercolor paper and transcribed the map onto this grid, resulting in a visually appealing yet incomplete representation of the area.

The map used by General Lee was crafted on cream-colored paper and featured red pencil lines to denote roadways, blue markings for rivers and streams, and black ink for the names of towns, mills, blacksmith shops, and major topographical features. The attention to detail extended to including the names of every rural resident in impeccable handwriting. However, despite its aesthetic appeal, the map lacked crucial information such as mild declivities, small hillocks, woods, road surfaces, and fording sites. Additionally, it failed to depict the now-famous landmarks of the battle, including Seminary Ridge, Culp's Hill, Cemetery Hill, and Little Round Top.

The absence of comprehensive maps placed the ANV at a significant disadvantage, particularly when a thorough understanding of the local geography was crucial. These omissions had consequences during the battle. On July 1, two regiments from Confederate Brigadier General Joseph R. Davis's brigade were lost when his soldiers unexpectedly jumped into an unmapped twenty-foot-deep railroad cut and were subsequently captured by Colonel Rufus R. Dawes's 6th Wisconsin Regiment. On July 2, as Lee strategized to encircle Meade's left flank, his engineer, Captain Samuel R. Johnston, claimed to have ridden to Little Round Top and found it unoccupied. However, the area was teeming with Union troops. Likely, Johnston had mistakenly identified Warfield Ridge or Houck's Ridge as being vacant. Furthermore, when Johnston was tasked with guiding Hood's and McLaws's divisions to the southern end of the battlefield in preparation for an early afternoon assault on the Union left, he had to retrace his steps and march in the opposite direction due to his lack of a map and his misunderstanding of the area's topographical features. Lastly, the map itself did not accurately depict the Round Tops, nor did it adequately represent the undulating and wooded regions east of the Emmitsburg Road, including the terrain surrounding Weikert's and Trestle's farms, Rose's Woods, the Wheat Field, and the valley between Houck's Ridge and Little Round Top.

The Invasion Begins

On June 3rd, the ANV initiated their departure from Fredericksburg, marking the beginning of their movement. The initial phase of their march led them to Culpeper Court House, to advance further to the Shenandoah Valley while being shielded by the cavalry division under the command of Maj. Gen. J.E.B. Stuart. However, the Union cavalry, led by Maj. Gen. Alfred Pleasonton detected Stuart's concentration. Believing that Stuart was planning a raid towards Washington from his right flank, Maj. Gen. Joseph Hooker, the commander of the AoP, instructed Pleasonton to cross the Rappahannock River and eliminate the Confederate cavalry.

The Battle of Brandy Station

Taking place on the 9th of June, 1863, the Battle of Brandy Station emerged as the largest cavalry engagement of the Civil War. In a surprise attack at dawn, Pleasonton launched columns across the Rappahannock at Beverly Ford and Kelly's Ford. Following the successful crossing at Beverly Ford, the Union troopers launched an assault on Stuart's camp near a rail station known as Brandy Station on the Orange & Alexandria Railroad. The Confederate forces swiftly regrouped, and the Union troops encountered fierce resistance at St. James Church and the Richard Cunningham farm. Simultaneously, the Union cavalry divided, with one division advancing towards Brandy Station and the other heading to Stevensburg. The arrival of Union cavalry at Brandy Station posed a threat to Stuart's rear position, prompting him to skillfully maneuver his brigades. The ensuing clash between the two sides occurred in mounted combat on a lengthy, undulating ridge named Fleetwood Hill, situated near the station. Meanwhile, Pleasonton's forces at Stevensburg faced obstacles from Confederate horsemen and were unable to penetrate Stuart's defenses. After enduring fourteen hours of intense fighting, Pleasonton ultimately withdrew from the field.

The Union suffered a total of 907 casualties, including 69 killed, 352 wounded, and 486 missing or captured, out of approximately 11,000 troops. The Confederates had 523 casualties out of about 9,500 troops. Consequently, the battle can be considered inconclusive. Union forces withdrew without discovering Lee's infantry camped near Culpeper, which was the mission assigned to Stuart. Nevertheless, Hooker deduced that if Stuart had ventured that far north, Lee must be planning a further northward movement into Maryland. Consequently, Hooker promptly initiated the movement of the AoP across the Potomac River, well before Stuart commenced his ride around the Union Army. Therefore, many argue that it was a strategic victory for the Union. Stuart, however, contended that the battle constituted a tactical victory for the Confederates since they had fewer casualties, held the field at the end of the day, and successfully repelled Pleasonton's attack. Nevertheless, General Stuart suffered a significant blow to his reputation in the Court of Public Opinion. He fell victim to two surprise attacks, which the cavalry was expected to prevent. The Southern press generally expressed dissatisfaction with the outcome, and subordinate officers criticized Pleasonton for not aggressively defeating Stuart. Although Hooker had ordered Pleasonton to "disperse and destroy" the Confederate cavalry near Culpeper, Pleasonton justified his actions by claiming that he had only been instructed to conduct a "reconnaissance in force toward Culpeper." Consequently, Pleasonton did not gain much reputationally from this battle. It is worth noting that this battle marked the end of the Confederate cavalry's dominance in the Eastern theater of the war. From this point onward, the Federal cavalry grew stronger and more confident. Therefore, from this perspective, it can be considered a limited operational victory for the Union.

The Early Stages of the Campaign

To maintain the illusion that he was still at Marye's Heights in Fredericksburg, Lee had to ensure that Hooker remained unaware of his northward movement. To achieve this, Lee left AP Hill behind and protect Richmond, effectively holding back Sedgwick and the VI Corps. Although Hooker was aware that Lee was on the move, he lacked precise information regarding its route and destination.

Lee's strategic position was precarious, as his forces were dangerously spread out. On June 12th, the Confederate army extended over a vast expanse of 70 land miles, with no direct roads connecting its wings. If Hooker had been privy to Lee's position on that day, the Confederate general would have been highly vulnerable. However, Stuart, the Confederate cavalry commander, skillfully concealed this vulnerability. A series of battles with Union cavalry prevented them from ascertaining the location and strength of Lee's army, thus obscuring its direction and ultimate objective:

Battle of Winchester (Second Battle of Winchester) (June 13–15, 1863): This battle occurred in Winchester, Virginia, which was a strategic town in the Shenandoah Valley. Confederate General Richard Ewell's forces defeated Union General Robert Milroy's garrison, securing control of the area.

Battle of Aldie (June 17, 1863): The Battle of Aldie was part of the wider cavalry engagements known as the Battle of Middleburg, which occurred as part of the Gettysburg campaign. Union and Confederate cavalry clashed in fierce fighting as they vied for control of key positions.

Battle of Middleburg (June 17–19, 1863): The Battle of Middleburg took place near the town of Middleburg, Virginia. It involved both mounted and dismounted actions between Union and Confederate cavalry forces.

Although the movement north is often portrayed as a display of Lee’s cunning while Hooker was deceived, both sides were screened from the other. Both sides were effectively screened from each other. Moreover, it was widely known that Lee intended to invade, prompting Hooker to make numerous attempts to locate the ANV. Maj Gen Sharpe of the BMI had early on suggested that Lee would move in a northwesterly direction, a prediction that proved to be accurate. In light of this information, Hooker dispatched several cavalry patrols in search of Lee. On June 5, Brig Gen John Buford reported Confederate cavalry presence in Culpepper, which led to Sharpe's one error in intelligence assessment, suggesting that the northward movement might only be a cavalry raid. Despite the efforts of brigades led by Gregg, Munford, and Duffie to locate Lee, the Rebel cavalry remained elusive. It is important to acknowledge that Hooker did what he could, but his cavalry ultimately failed to outmaneuver Stuart. With this phase of the campaign concluded Lee was now prepared to cross the Potomac River and proceed into Maryland.

JEB Stuart gets lost

One of the most controversial aspects of the Gettysburg Campaign was Jeb Stuart’s absence after crossing the Potomac until July 2nd. His absence had significant consequences, as it left Lee without crucial cavalry reconnaissance and intelligence. The lack of information regarding the Union Army's strength, positions, and intentions greatly impacted Lee's decision-making process and contributed to the uncertainties he faced in the initial stages of the battle. Many historians speculate that if Stuart had effectively screened the front of the Army of Northern Virginia, Lee would not have been caught off guard by the proximity of the AoP, and the Battle of Gettysburg might have unfolded differently. Stuart's desire to redeem himself after the surprise attack at Brandy Station and his eagerness to outmaneuver the Union army led him to attempt to circumnavigate the enemy once again. However, his plans were hindered by encounters with Union troops, forcing him to deviate from his intended path and ultimately leaving him unable to effectively screen General Ewell's right flank.

The orders given by Lee to Stuart on June 22 have sparked controversy ever since. Stuart, upon separating from the main force on June 23, was granted permission by Lee to ride around the Union army unhindered, cross the Potomac River, and provide cover for the right flank of Ewell's Corps as it marched north. However, Stuart's movement on June 25 was met with opposition from the Union 2nd Corps near Haymarket, Virginia, preventing him from advancing northward. Despite this setback, Stuart decided to press on. His original intention was to circumvent the Union army by starting from its rear, but to his surprise, the Union army shifted northward, turning his position into its eastern flank. Encountering more Union troops near Fairfax Court House, Stuart was forced to move further eastward and could not turn north until reaching Rowser's Ford on the Potomac River. As a result, Stuart found himself positioned to the east of the Union army, unable to effectively screen Ewell's right flank.

Stuart had taken his three most capable cavalry brigades, leaving the remaining two brigades without strong leadership. Approximately 5000 cavalry troops were left behind with Lee, and the commander of this force was aware that Hooker had crossed the Potomac River between June 25 and 27. However, this crucial information was not relayed to Generals Longstreet and Lee, leaving them without reliable reconnaissance. Stuart did send a dispatch to General Lee on June 27, informing him of Hooker's crossing, but it never reached him. A copy of the dispatch did reach Richmond, but no one there took the initiative to confirm this information with the Commanding General.

Lee specifically instructed Stuart to move northward, protect the Confederate army's right flank, and maintain communication with Lee's forces. It was crucial for Stuart to keep the Army of Northern Virginia (ANV) informed about the movements and activities of the Union Army, as well as act as a screen to prevent the Union forces from gathering intelligence on Lee's army. Lee emphasized the importance of timely and accurate information, and he also wanted Stuart to leave enough cavalry behind to cover the mountain passes in the army's rear and protect Ewell's advance with the rest of his force. However, beyond these instructions, Stuart had considerable discretion in how he accomplished these objectives.

Stuart's interpretation of the orders differed from Lee's intentions due to his ambitions and the allure of bypassing the AoP. Instead of maintaining close contact with Lee's army, Stuart embarked on an extensive raid around the Union forces. Lee had specifically directed Stuart to safeguard the mountain passes with a portion of his force while the ANV was still positioned south of the Potomac River. Subsequently, Stuart was supposed to cross the river with the remaining troops and protect the right flank of Ewell's Second Corps. However, Stuart opted for an alternative route, choosing to lead his three best brigades between the AoP and Washington. He proceeded northward through Rockville to Westminster and eventually into Pennsylvania, to seize supplies and cause disruption near the enemy capital. Instead of taking a more direct path north near the Blue Ridge Mountains, Stuart decided to reach Ewell's flank by taking his three best brigades, namely those commanded by Brig. Gen. Wade Hampton, Brig. Gen. Fitzhugh Lee, and Col. John R. Chambliss (who replaced the injured Brig. Gen. W.H.F. "Rooney" Lee), between the Union army and Washington. This strategic choice was made in the hopes of capturing supplies along the way and creating chaos near the enemy capital.

Furthermore, despite Stuart's direct orders for Brigadier General Beverly Robertson to join Lee's forces when General Hooker advanced, Robertson displayed a lackadaisical approach to his duties. Instead, Robertson focused on guarding the mountain gaps and the baggage train, ultimately failing to arrive at the battle. The brigades that Stuart left behind included Imboden's Valley brigade, which was temporarily attached to the army and more accustomed to partisan activities, as well as the two "regular" brigades of Robertson and Jones. Robertson was regarded as the outcast of the ANV's cavalry command, having previously been dismissed, while Jones, although competent, earned the nickname "Grumble" due to his difficult nature. Lee did not place as much trust in these brigades or their commanders compared to Stuart and the three brigades he chose to accompany him.

Stuart and his three brigades at 1 a.m. on June 25. Unfortunately for Stuart's plan, the Union army's movement to defend Washington and Baltimore was underway, so his proposed route was blocked by columns of Federal infantry, forcing him to veer farther to the east than either he or General Lee had anticipated. This prevented Stuart from linking up with Ewell as ordered and deprived Lee of the use of his prime cavalry force, the "eyes, and ears" of the army while advancing into unfamiliar enemy territory.

Stuart's decision to seize a wagon train at Rockville, Maryland on June 28, 1863, was motivated by various factors. Stuart believed that capturing the wagon train would provide the Confederate army with valuable supplies and provisions, such as food, ammunition, and other resources necessary for their operations. Additionally, Stuart may have seen this as an opportunity to disrupt the Union's supply lines, causing panic and confusion among their forces. By inflicting damage and depriving the enemy of vital supplies, Stuart aimed to weaken the Union's logistical capabilities and potentially hinder their ability to respond effectively. Moreover, capturing such a significant wagon train could have boosted Confederate morale and showcased Stuart's cavalry as a formidable force. It could have been a way for Stuart to demonstrate his effectiveness as a commander and restore his reputation, which had been tarnished by earlier criticisms in southern newspapers. However, it is important to note that Stuart's decision to prioritize capturing the wagon train over gathering critical intelligence on the Union army's movements further delayed his reunion with General Robert E. Lee's forces. Although this train would have posed a logistical hindrance to Stuart's advance, he interpreted Lee's orders as emphasizing the importance of acquiring supplies. This interpretation aligns with Lee's campaign objectives and goals, justifying Stuart's actions.

Part of the reason for Stuart’s tardiness was that he was caught up in the rear and flank of the Union army. From the time he crossed the Potomac to arriving at Gettysburg required nearly 8 days of non-stop marching for over 200 miles and fighting nearly every day. Stuart engaged in 4 skirmishes and 3 actual battles trying to make his way to find Ewell. Skirmishes included Thoroughfare Gap June 25, Fairfax Courthouse June 27, Rockville June 28, and Westminster June 29; Battles at Hanover June 30, Hunterstown July 2, and Carlisle July 2. Few accounts of Stuart’s ride note that he faced genuine challenges and required astute tactics to ensure the preservation of his command.

On June 30, General Jubal Early, who would later blame other Confederate generals for the loss at Gettysburg, including Stuart, heard the sounds of battle at Hanover. Despite being aware that Stuart was supposed to be locating him, Early made no effort to ascertain the identity of the combatants. Remarkably, Early was within a mere 5 miles of the battle, and had he made contact, Stuart could have arrived at Gettysburg on July 1.

The Plan of Invasion

The ANV traversed the Blue Ridge Mountains and advanced north through the Shenandoah Valley, capturing the Union garrison at Winchester, in the Second Battle of Winchester, June 13–15, 1863. After crossing the Potomac at Falling Waters, Lee made the strategic decision to divide his forces during their march northward to maintain secrecy regarding their exact location and to sow confusion among the occupied areas. Lee aimed to demonstrate to the people of the North that he held the advantage in the conflict. Additionally, the division of forces was necessary for the procurement of supplies and helped to prevent traffic congestion. It also hinted at Lee's intention to engage in open battle rather than launching a direct assault on a fort or initiating a siege of a city. However, the chosen western route seems indirect if Lee's ultimate goal was to target Baltimore, Washington, or Philadelphia. It is often suggested that Harrisburg was his intended objective, but if so, he was planning on its capture with just one corps. Ewell had swiftly advanced northward towards Harrisburg, while Longstreet remained concealed behind South Mountain until their exit at Cashtown.

However, the AoP was in pursuit and had reached Frederick, Maryland, before Lee realized his opponent had crossed the Potomac. General Hooker had to anticipate a potential attack on Washington or Baltimore. He took measures to defend these crucial locations by mobilizing as many troops as possible. In the absence of concrete information, Hooker made the prudent decision to concentrate his forces and secure the roads leading to the capital to thwart any potential assault. Given the circumstances, Hooker's decision to remain centrally located was the correct course of action.

Meade takes over

After Chancellorsville, calls for Hooker to be replaced were widespread. With Lee on the move, somewhere, and realizing that a major battle was soon to take place, a decision had to be made by Lincoln and Stanton. Darius Couch, as second in command, would have been the obvious choice to replace Hooker, and Lincoln offered him the position. Couch instead resigned his post to create the Department of the Susquehanna, where he brilliantly held off General Gordon with the militia at Sporting Hill on June 30. He recommended Meade instead.

Following Couch's refusal, President Lincoln held a private meeting with Major General John Reynolds on June 2, during which he reportedly inquired about Reynolds' willingness to assume command of the Army of the Potomac. Reynolds, however, expressed his readiness to accept the position only if he could operate independently and free from the political influences that had plagued previous commanders. Understandably, Lincoln could not agree to such a condition, leading to an impasse in their discussion.

The lack of confidence in General Hooker expressed by his senior officers, as well as by General-in-chief Henry Halleck, further exacerbated the situation. Hooker suggested the evacuation of Harper's Ferry and the consolidation of his forces, but his demand to regain control of the garrison or else resign provided Secretary of War Stanton and President Lincoln with the perfect opportunity to accept his resignation. In a moment of impulse, Hooker tendered his resignation, which was promptly accepted. Subsequently, when General Meade assumed command, he immediately made the same request and was granted the authority over the garrison.

Stanton dispatched a civilian engineer, Herman Haupt, his chief of railroads, to oversee the management of the railroads, including the civilian lines. This individual possessed extensive knowledge of the area and coincidentally owned a house in Gettysburg.. On June 30, he informed General Halleck that the Confederates were planning to gather near that vicinity. On July 1, he strategically utilized a single-track line and organized the operation of 5 or 6 10-car trains, one after another, to swiftly transport goods from Baltimore to Westminster. He also instructed Meade's quartermasters to have troops prepared to unload the cargo upon arrival and promptly send the trains back. To ensure effective communication in the absence of functioning telegraph lines, he established a communication line resembling a pony express system that followed the tracks. By July 3, this well-coordinated operation had successfully transported 1500 tons of cargo to the battlefield and returned 2000 wounded soldiers to hospitals in Baltimore. Notably, when President Lincoln delivered his address in November, he traveled by train from Baltimore to Gettysburg on the same line.

Henry Thomas Harrison

On the evening of June 28th, Lee was informed by a spy that Hooker had been replaced by Meade and that Meade was moving toward him. The spy, a diminutive actor who worked with General Longstreet, was known to provide highly accurate information. General Lee had to swiftly adapt his strategies. Recognizing that Meade was a cautious and meticulous commander who was unlikely to make any major errors, Lee needed to devise a more careful plan. The immediate priority was to ensure the concentration of his widely dispersed army, which extended from Chambersburg to Harrisburg. The initial step in this process was to gather his army in a centralized location. Consequently, Lee directed his troops to converge around the crossroads towns of Cashtown and Gettysburg.

Pipe Creek Circular

Meanwhile, Meade decided that his best course of action was to stop looking for Lee and instead let Lee look for him. On June 30, Meade relocated his headquarters to Taneytown, MD, and issued two orders. The first order, known as the Pipe Creek Circular, outlined the construction of a defensive perimeter, while the second order directed a general advance toward Gettysburg starting on July 1. Gettysburg was located between 5 to 25 miles away from each of Meade's seven infantry corps. The Pipe Creek Line served as a defensive barrier to protect against potential attacks on Baltimore and Washington D.C. It also acted as a reserve line in case a retreat from Gettysburg became necessary for the Union forces.

The Pipe Creek Line was positioned just north of Westminster, Maryland, and held strategic importance for the AoP.: the Western Maryland Railroad had its terminus in Westminster, making it the primary supply line for the army in the region, including Gettysburg. Safeguarding this crucial supply route was of utmost importance. The Pipe Creek Line followed Parr Ridge, a significant ridge that stretched from Manchester in the east to Middleburg in the west, running on an east/west axis. Except for some lower ground near Middleburg, the entire position was situated on high ground that was easily defensible. It was believed that this strong position would be nearly impregnable unless Lee could successfully flank it.

The Day Before. Brig Gen John Buford arrived in Gettysburg on the morning of June 30, accompanied by 2 cavalry brigades and approximately 3000 soldiers. Upon his arrival, he was informed by residents that Confederate soldiers were in the vicinity. One of AP Hill's brigades, led by Brig Gen. J. Johnston Pettigrew, ventured towards Gettysburg. According to the memoirs of Maj. Gen. Henry Heth, Pettigrew's division commander, Pettigrew was sent to search for supplies, particularly shoes, in the town. With a brigade of 2700 men, Pettigrew conducted a scouting movement. During this movement, he encountered a physician named Dr John O'Neal, who was on a house call. After inspecting O'Neal's medical equipment, Pettigrew inquired about the presence of Union troops, to which O'Neal responded negatively. However, as they approached the town, Pettigrew spotted what he believed to be Union cavalry in the distance. He did not bring on an engagement, as he had been ordered, and returned to Generals Heth and Hill to report.

Confederate Response: When Pettigrew told Hill and Heth about what he had seen, neither general believed that there was a substantial Federal force in or near the town, suspecting that it had been only Pennsylvania militia. It is perplexing to consider why neither General Heth nor General Hill placed trust in Pettigrew's observations. One possible explanation is that both Heth and Hill were relatively new to their positions and had reputations for impulsive decision-making. In terms of practical experience, Heth did not possess significantly more than Pettigrew.

Furthermore, Pettigrew's background as a non-West Pointer from a wealthy family, coupled with his lack of military experience before the war, may have contributed to the skepticism towards his report. Additionally, the fact that Pettigrew's men were freshly outfitted with new uniforms and rifles, and his staff consisted of fellow aristocrats, may have given the impression that they were inexperienced and unfamiliar with the realities of battle. Consequently, Hill may have discounted Pettigrew's interpretation due to these factors, leading to a failure to take his report seriously.

Union Response: In contradistinction, Buford had also spotted Pettigrew’s men. He recognized that he was facing a sizeable force of rebels because they had moved without vedettes as a screen. Buford's identification of a significant enemy presence in the area was taken seriously by his superior, Gen Reynolds. Buford was the ideal individual in the ideal location at the opportune moment. He had attended West Point, was acquainted with many of the generals as school friends, had served in the US First Dragoons, had commanded infantry, and had recently led his cavalry division at Brandy Station and Upperville. His military expertise was highly regarded; Buford and Reynolds had trust and confidence in each other, and their shared experiences at Second Manassas had demonstrated the consequences of disregarding accurate reports from a subordinate. Therefore, when Buford requested close support, Reynolds promptly initiated the advance. The outcome of battles hinges on such intricate details; these specifics determine the victor and the vanquished.

Recognizing that the Confederate movement was originating from the northwest, Buford strategically positioned his men along the roads in this vicinity. Anticipating that any engagement involving his division would serve as a delaying tactic, he dismounted his troopers and stationed them on the low ridges to the north and northwest of the town, aiming to buy time for the army to arrive and secure the advantageous positions to defend McPherson and Seminary Ridges.

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References

· James M McPherson, Battle Cry of Freedom. Oxford University Press, 1988; and

· https://www.historynet.com/conquer-peace-lees-goals-gettysburg-campaign/

· https://www.davidrumsey.com/luna/servlet/workspace/handleMediaPlayer?qvq=&trs=&mi=&lunaMediaId=RUMSEY~8~1~26945~1100244

· https://www.historynet.com/were-maps-lees-real-enemy-at-gettysburg/

· Eric J Wittenberg and J David Petruzzi, Plenty of Blame to Go Around. SavasBeattie, 2006.

· Harry W Pfanz, Gettysburg – The First Day. The University of North Carolina, 2010.

· Edwin B Coddington, The Gettysburg Campaign: A Study in Command. Charles Scribner, 1968.

· Kent Masterson Brown, Meade at Gettysburg. A Study in Command. University of North Carolina, 2021.

· Lloyd W Klein, https://www.rebellionresearch.com/why-did-lee-want-gettysburg-2?fbclid=IwAR3BX-K30era80r4YbpIK7akPaYj4JauC3XoaHZYFtvj8lTQzuQ3v1rfD5c&fs=e&s=cl ;

· https://www.rebellionresearch.com/what-were-robert-e-lees-goals-for-invading-pennsylvania-in-1863?fbclid=IwAR02kXsGHSKe992kDLtyFQy41v5igLfai3YrNN6Fb8v9SDFPDJxywT9zKZ0 ; and

· https://www.historyisnowmagazine.com/blog/2023/8/24/logistics-challenges-of-the-army-of-northern-virginia-in-the-gettysburg-campaign

· John B Gordon, Reminiscences of the Civil War. Louisiana State University Press, 1993.

· Scott L Mingus and Eric J Wittenberg, If We Are Striking for Pennsylvania.Vol1. SavasBeattie 2022.

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In April 1995 a shocking event took place in Oklahoma City. Here, Jennifer Dawson looks at the Oklahoma City Bombing and what happened in the years after.

The aftermath of the Oklahoma City Bombing in April 1995.

Imagine your typical Wednesday morning. The sky is clear, the city's hustling, and it feels like any other day. Then, at exactly 9:02 a.m. on April 19, 1995, the clock stops. A massive boom echoes, like a terrifying thunder clap in the heart of downtown Oklahoma City. The nine-story Alfred P. Murrah Federal Building shatters into a thousand pieces.

From Normalcy to Nightmare

On this grim day, a truck packed with explosives erupted in front of the building, ripping off its entire north wall. It wasn’t special-effects magic for a movie scene; it was painfully real. The terrifying blast caused a domino effect, damaging and destroying more than 300 buildings in the vicinity. The echo of the blast was not just heard--no--it was felt, reshaping the lives of countless individuals.

Race Against Time

Later that day, and for the agonizing two weeks that ensued, emergency crews from all over the United States swarmed to Oklahoma City; a unified mission to search, rescue and heal tightly wrapped around their hearts. When the dust finally settled, the catastrophic toll was horrific--168 people tragically lost their lives in the blast. Among the victims, 19 were young, innocent children, a day care center their final playground.

Legal Aid Arrived

Amidst the cardiac trauma, physical injuries weighed heavily on survivors. More than 650 people endured the searing agony of burns and injuries; the scars etched on their bodies a permanent reminder of the nightmare. This isn't just important, it’s crucial to know that in this sea of chaos, the Oklahoma City Burn Injury Attorneys emerged as unsung heroes. They fought tooth and nail for survivors and families affected, against the negligence that led to such life-altering burn injuries.

Journey of Justice: From the Boom to the Gavel

Fast forward to 1997; Timothy McVeigh stands trial, with a storm of 11 counts brewing against him. A gauntlet of charges for the mastermind behind the heinous act, the darkest day of '95. On June 2, the ax fell – guilty on all accounts, and by August 14, the bell tolled for McVeigh as the death penalty was formally imposed. A chilling message echoed through the courtroom: justice isn't just served, it's etched into history.

The Silent Spectator

When the dust settled, another player emerged from the shadows: Fortier, an Army buddy of McVeigh. His crime? Spectating the gruesome plan from the sidelines, never once warning the boys in blue. By 1998, Fortier was sporting a not-so-fashionable jumper, sentenced to 12 years behind bars. He walked out a free man in 2007, slipping into the shroud of the witness protection program – a Phantom of the Oklahoma Opera.

Nichols: From Conspiracy to Convictions

Meanwhile, Terry Nichols waited for his moment in the spotlight. December 1997, guilty as charged on one count of conspiracy and eight counts of involuntary manslaughter. Nichols, however, was not done with the courtroom battles. A 2004 state trial ended with him facing a mountain of convictions – 161 counts of first-degree murder, including fetal homicides. He was handed down a lifetime behind bars – well, 161 to be precise.

McVeigh's Final Bow

Backstage, McVeigh had his own finale planned. In December 2000, he requested termination of all appeals of his convictions and an execution date. The federal judge granted this final act, and on June 11, 2001, McVeigh exited the world's stage via lethal injection. He was the first federal prisoner to be executed since 1963 – a fitting end to the puppet master of terror.

The Phoenix from the Ashes

The demolished Murrah Building became a silent witness to the dark chapter of '95. In its place now stands the Oklahoma City National Memorial Museum – a beacon of hope, resilience and testament to the indomitable spirit of Oklahomans.

Let us know your thoughts below.

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The very question as to when the First World War ended may appear an unnecessary question as the accepted date as November 1918 is firmly imprinted on our memories in those nations that gather for Remembrance Sunday to observe a respectful two-minute silence. However, the intention is not to rewrite history or challenge historians. When we examine other factors in some more detail the answer may not be so definitive. There may be alternative dates that can stretch the timeline as to when the Great war finally was concluded.

Steve Prout explains.

*The so-called ‘Big Four’ at the Paris Peace Conference, May 27, 1919. Left to right: Prime Minister David Lloyd George (Great Britain), Prime Minister Vittorio Emanuele Orlando (Italy), Premier Georges Clemenceau (France), President Woodrow Wilson (USA).*

Continuing battles

The armistice of November 1918 did not bring the fighting to an immediate end. It continued for limited periods elsewhere around the world and in isolated pockets in Europe. The First World War in terms of battles and bloodshed was mainly fought on European soil, but it did extend because of colonial extension on a more limited scale in the Pacific, Middle East, and Africa. The African theatre continued days after the November armistice. A typical telegram sent to east Africa from Europe could take up to a full day to arrive before it could be actioned upon, and this was what exactly happened in German East Africa.

The allies had anticipated that there would be delays and therefore in advance of the armistice, on 10 November, the British General Staff sent a telegram to east Africa asking them for the quickest way to get a message to Von Lettow-Vorbeck, the commanding officer of the German colonial army. He was an exceptional German officer who had been successfully fighting and evading the Allies for four years. Vorbeck had his forces scattered over the vast territories of German East Africa and so reaching him and co-ordinating a truce would be a logistical challenge. On November 12, the day after the armistice, the two sides clashed again, and on that day Von Lettow-Vorbeck only received the telegram that the war had now ended after the battle. The two sides declared a truce, and Von Lettow-Vorbeck formally surrendered at Abercorn, Zambia on November 25, 1918, therefore extending the accepted end date by two weeks.

The Peace Treaties

An armistice is only a ceasefire and only a when a treaty is signed with the conditions determined can war be formally concluded - at least formally. Another interesting angle is to consider the dates and the timelines that these actual treaties were signed. Treaties for multiple participants and belligerents take time to finalize. The debates and negotiations for some of these treaties stretched into the early 1920s.

The treaties for the remainder of the Central Powers such as Bulgaria, Austria and Turkey were concluded long after November 1918 - and in fact the very last treaty was signed in 1923 extending diplomatically at least World War One by a further five years. Once Versailles set its uneasy peace with Germany in 1919 the rest of the Central Powers needed to be reckoned with. The order ran as follows: Austria was addressed at St. Germain-En-Laye in September 1919 and in November 1919 at Neuilly Bulgaria followed suit. In June 1920, a treaty was set with Hungary in Trianon and the first of two treaties with Turkey followed in August of that year in Sevres. It would not be until July 1923 at Lausanne that the Turkish matter would be finally settled and with that finally bringing the war to its diplomatic and formal conclusion.

The peculiarities continue because in the case of Costa Rica, who declared war on Germany, a peace agreement for the First World War was not signed until 1945 due to a diplomatic oversight. It is interesting how many of our past wars are technically continuing in forgotten diplomatic archives.

Demobilisation and preparing for war?

The announcement of the armistice did not bring a settling feeling to post war Europe. Underlying tensions still existed and in the forefront of the allies minds there was a prospect of the war being resumed. Although the German Army was at the point of exhaustion in November 1918 it had not actually been decisively beaten. There was only a tentative ceasefire in place until peace terms could be settled. The demobilization of British, colonial, and imperial troops did not finish until 1920 so in a sense a war footing was maintained. This was much longer than service members had anticipated and was not welcomed by many, causing mutiny in some instances. They did realize they might be called upon to fight again but fortunately the hostilities did not resume.

However, it was not just the fear of a return to arms in Europe that delayed demobilization. There were huge challenges like transporting millions of dominion troops home. There was the immense administrative burden on a scale never seen before that contributed to the enormity of the task. Events abroad also influenced the issue as Britain and France required a military presence to maintain order in their wider Empires, especially for Britain in the Middle East and Ireland where dissent was growing and needed containing. There was also the question of Russia and the fear of the spread of Bolshevism from Lenin’s revolutionary fervour. The fear was so great that a combined allied force from Britain, Commonwealth, US, Italy, France, and Japan were deployed between 1919 and 1920 in strategic areas of Russia in what is known as the War of Intervention. Interestingly the armistice agreement also included the requirement for German troops to remain in the Baltics to also assist and contain the Bolshevik spread. Europe was still not free from the effects and uncertainties of the war and Poland would soon join the fight against Russia in a grab for territory. Old allies and adversaries were still fighting in various limited forms.

Conclusion

The post war settlements were far from being settling and they planted the seeds for future wars as the likes of Germany, Poland, Hungary, and other newly formed states would be dissatisfied with their new borders. This was also suspected and known by the participants of the time. Some diplomats such as Smuts, and preceptive journalists and intellectuals like John Maynard Keynes could almost predict this happening. Perhaps the best example was as the famous illustration by William Orpen who produced the famous cartoon depicting a child crying at the prospect of a war within twenty years of the 1919 Versailles Treaty.

In answer to our question as to when World War One ended symbolically it will always remain with November 1918 when the general desire for peace brought about in the main a cessation of hostilities - but if we want to be technical we can stretch that date anywhere between 1918 and 1923 (although there are also unreconciled declarations of war sat lost in diplomatic archives). The case of Costa Rica signing her treaty in 1945 brings forth an interesting point as to how many other conflicts sit in a similar state of limbo? Are there any nations still technically at war since 1918 with the central powers due to diplomatic oversight? This is certainly true of modern times. Citing a study of war, Quincy Wright observed that from the end of World War Two up to 1970 (when the actual study was conducted) that over thirty-four conflicts just ended with an armistice or ceasefire and not by formal treaty. It makes an interesting trip into the annals of our accepted history - and perhaps history is not as absolute as we imagine.

When do you think the Great War ended? Let us know below.

Now read about Britain’s relationship with the European dictators during the inter-war years here.

Sources

AJP Taylor - English History 1914-45 and Origins of The Second World War

British policy and Bulgaria, 1918-1919. Treanor, Patrick Joseph; (1999) British policy and Bulgaria, 1918-1919. Doctoral thesis (Ph.D.), University College London.

Europe of The Dictators 1919-1945 -Elizabeth Wiskeman- Collins 1966

Chronicles of Twentieth Century – 1987 - Longman

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The Maryland Campaign was the first invasion of Union territory by General Robert E Lee and the Army of Northern Virginia. The Eastern Theater in 1862 had gone very well for the Confederacy. Southern leadership hoped that a victory on northern soil would provide unassailable proof that their new nation was solid and strong, perhaps bringing Great Britain in to mediate a peace agreement.

Lloyd W Klein explains.

Abraham Lincoln and George McClellan at Antietam, Maryland, October 3, 1862.

Consequences of Second Manassas

The Confederate victory at Second Manassas August 28-30, 1862 followed victories in The Valley Campaign and the Peninsula. The casualties incurred by the Army of the Potomac included 14,000 killed or wounded of 62,000 engaged, compared to about half of that for the Army of Northern Virginia. Then on September 1, Stonewall Jackson defeated a Union cohort retreating from the battlefield, resulting in the deaths of 2 iconic Union generals. The Battle of Chantilly further supported the notion that the Confederate was invincible.

General Pope was relieved of command and sent to Minnesota, never to be heard from again. A subordinate would state about Pope, “I dare not trust myself to speak of this commander [Pope] as I feel and believe. Suffice to say ... that more insolence, superciliousness, ignorance, and pretentiousness were never combined in one man.” Pope would blame Fitz-John Porter for the loss, even though that wasn’t the case; Porter would be heard from again at Antietam but his career would be destroyed soon after.

It would be hard to imagine what President Lincoln was going through at that moment. After a year plus of fighting, none of his generals had ever defeated the Rebels in the eastern theater, although General Halleck had done well enough in the west, thanks in large part to a crazy general named Sherman and a drunken one named Grant. The backbiting in the army was at full swing, the blockade was having only a moderate effect, and his diplomat to Britain, Charles Francis Adams, was afraid that PM Gladstone would force negotiations to end the conflict. The soldiers who had been enlisted for one year were now done unless they wanted to re-enlist. Casualties were high and there was a pervasive sense of incompetence at the top of the military leadership.

And even worse, General Lee was rumored to have crossed the Potomac on September 3rd. The United States was being invaded, the Union army had no commander, and the national mid-term elections were coming up in 2 months. President Lincoln had a serious crisis on his hands, perhaps the most serious threat to the United States in our history.

General George McClellan

Following the Peninsula Campaign, Lincoln had fired McClellan for his incompetence as a general and his arrogant attitude. But now, 6 months later, Lincoln grudgingly called McClellan back into action in defense of Washington. Lincoln felt compelled to take this step because McClellan had the confidence of the soldiers. In the early stages of his command, McClellan was able to build up the Union army into a more powerful unit than the Confederacy had faced at Bull Run. He was really a brilliant administrator and he had amassed a well trained and supplied army, had planned a clever strategy to take Richmond, and his army greatly admired him. Despite these organizational successes, his apparent slowness, almost an unwillingness, to fight a battle slowed the war beyond what Lincoln could politically accept.

His repeated unforced retreats in the Peninsula led to a lack of confidence. But now, Lincoln needed a general to meet an imminent threat and he went back to McClellan. McClellan was very popular among the soldiers and the military. The parallels are really very interesting with the one at the onset of the Gettysburg campaign, when Hooker was dismissed on the eve of battle during an invasion after a large loss in Virginia.

It is believed that McClellan purposely withheld his men from helping Pope at Second Manassas. In late August, two full corps of the Army of the Potomac had arrived in Alexandria, but McClellan would not allow them to advance to Manassas because of what he considered inadequate artillery, cavalry, and transportation support. He was accused by his political opponents of deliberately undermining Pope's position. But he is especially criticized by historians for his letter to his wife on August 10, "Pope will be badly thrashed within two days & ... they will be very glad to turn over the redemption of their affairs to me. I won't undertake it unless I have full & entire control." He told Abraham Lincoln on August 29 that it might be wise "to leave Pope to get out of his scrape, and at once use all our means to make the capital perfectly safe.”

After his severe defeat, Pope was relieved of command, McClellan reinstated. Lee’s invasion of Maryland and the Battle of Antietam occurred just 3 weeks later.

General Lee

After Second Manassas, General Lee enjoyed widespread popular acclaim and the confidence of the president and his cabinet. He had turned every battle into a victory, defeating two union commanders in just a few months. While supplies and armaments were in short supply, at this stage they seemed adequate. It was a propitious moment to plan an invasion of the north. But with autumn coming, and the events it would bring, Lee had to move quickly and efficiently.

He had two excellent Corps Commanders in Longstreet and Jackson. His division commanders were also terrific, but their spirit was high, and their personalities clashed with their superiors. Still, success tends to dampen such disagreements.

Lee had these objectives with an invasion of the North:

  • To move the focus of fighting away from the South and into Federal territory.
  • Recruit in western Maryland and bring secession leaning citizens hope
  • Achieve a military victory in the north,
  • Perhaps could lead to the capture of the Federal capital in Washington, D.C.
  • Confederate success could also influence impending Congressional elections in the North and
  • Persuade European nations to recognize the Confederate States of America.

This was the single moment in the war that Lee was truly in the ascendancy. Unlike the Gettysburg campaign 9 months later, which was a desperate move, this invasion made military and political sense. This likely was the real high water mark of the confederacy. Clearly Lee recognized that Stonewall Jackson thrived on independent action especially attack situations, and placed him in that position at Harpers Ferry. He also saw Longstreet as embodying the main army, as an attacking defender, and used him for that purpose in the campaign.

The Campaign Begins

Lee started off September 3 and crossed the Potomac at two fords west of Washington. His army moved to Frederick, camping in a field 2 miles south of the town at Best’s Farm.

The idea for the invasion was well conceived. Although many modern day civil war enthusiasts consider this a terrible idea and suggest that the Confederacy should have stayed on defense, not fritter away their resources. Lee actually had a bold plan that few civil war buffs know about, in large part because it didn’t work. Lee's invasion of Maryland was intended to run simultaneously with an invasion of Kentucky by the armies of Braxton Bragg and Edmund Kirby Smith. Lee is typically criticized as lacking that kind of vision in coordinating attacks, as Grant for example had. But this is the case that proves that criticism wrong.

Fredrick, Maryland is centrally placed between Washington and Baltimore. The B& O RR set up a supply line to that town. It is also well located to Harper’s Ferry. And, it was the new capital of Maryland when it removed from Baltimore. It today is a very cute small town; the National Medical Civil War Museum is located there. This was appropriate, as the town was overfilled with the wounded after Antietam.

In September 1862, Confederate forces crossed the Potomac River at several places. Here are the main crossing points utilized by Lee's army prior to the Battle of Antietam:

  • White's Ford: Located near Leesburg, Virginia, White's Ford was the major crossing point used by Lee's army as they entered Maryland (see drawing). They crossed the Potomac River here on September 4-6, 1862, and began their advance into Union territory.
  • Cheek’s Ford: Upstream of White’s Ford, also was used by Confederate forces
  • Noland's Ferry: Situated downstream from White's Ford, Noland's Ferry was another crossing point used by Lee's forces. They crossed the Potomac here on September 7-8, 1862, continuing their movement into Maryland.

Lee wanted to use Leesburg as his stepping off point to get to Frederick. The turnpike leading out of Snickers Gap goes to Leesburg, This turnpike was an old Indian trail that white settlers had widened and had become the main thoroughfare between the Shenandoah and Loudon County. Up to this point, Lee was using main roads for supply lines, which was clever strategically, as there were no railroads except as connected to Harper’s Ferry.

Lee was moving to attack Harpers Ferry, which is west of Frederick. He was not moving to advance on the big eastern cities. It is a fable that General Lee’s invasions had major cities as targets. His supply lines were too tenuous to try: he couldn’t have held them, in any case.

Harpers Ferry was a critical strategic point early in the war. It was the north-south crossroads from the Shenandoah Valley to Western Maryland, and the joining of the Potomac and Shenandoah Rivers. It contained a large arsenal and was a concentration for military manufacturers. All of these factors played key roles in why it was a crucial military goal. In fact, control of the town changed 8 times during the war, remaining in Union control for most of it.

Surrounded on three sides by steep heights, the terrain surrounding the town made it nearly impossible to defend; all one had to do with take the heights and shell the town until it surrendered. Stonewall Jackson once said he would rather “take the place 40 times than undertake to defend it once.”

The Baltimore and Ohio Railroad and the Chesapeake and Ohio Canal were crucial supply lines connecting the east with the west, and they ran right through town. These assets were the real reasons why Harpers Ferry was so strategically important. If you take Harpers Ferry the RR is cut in half and the east can’t get supplies to the west without a large detour. And most importantly, Lee could then use this town as his supply depot for further operations deeper into Maryland. In the Gettysburg campaign, Lee skipped this step and instead went further west, in order not to have to hold territory. This decision helped him speed up on the way to Gettysburg, but could have led to disaster on the retreat.

McClellan Takes Command

General McClellan assumed command of an army that was truly leaderless. When McClellan took charge of the Union forces on Sept. 1, he inherited four separate armies, thousands of untrained recruits and numerous other small commands that needed to be made ready in a hurry. To further complicate matters, three of his senior commanders had been ordered relieved of duty, charged with insubordination against Pope.

McClellan knew that Lee was in his northwest and moved, supposedly slowly, to that region. By the time he arrived in Frederick on September 13, Lee had been gone for 4 days. Classic histories portray McClellan's army as moving lethargically, averaging only 6 miles a day.

McClellan commanded in theory 28 cavalry regiments. But the disastrous Manassas campaign had worn out the horses of almost half the Union regiments, while most of the remainder were stranded at Hampton Roads by gale-force winds. For the first week of the campaign, McClellan could only count on perhaps 1,500 cavalry from two regiments and a few scattered squadrons from his old army to challenge some 5,000 Confederate cavalry soldiers screening Lee’s army.

In the week it took for Lee's army to march to Frederick, McClellan's army traveled an equal distance to redeploy on the north side of Washington. This was accomplished as he reshuffled commands, had his officers under charges reinstated and prepared to fill out his army with untrained recruits. Although he is rightly criticized for having “the slows”, criticisms of his aggressiveness in this campaign have not held up to in depth scholarship.

Special Order #191

Lee and the Confederate Army bivouacked on the Best Farm, about 2 miles south of Frederick, near the Monocacy River. This site would 2 years later be the location of the Battle of Monocacy but on September 9, 1862, the Union army was nowhere around. On the farm field showed in the photo, General Lee set up headquarters and had orders written that laid out the campaign plans for the next couple of weeks. Special Order #191 was written here, and couriers were directed to bring copies to the corps and crucial division leaders.

In Special Order #191, General Lee outlined the routes to be taken and the timing for the attack of Harpers Ferry. It provided specific details of the movements his army would take during the invasion of Maryland.


“Special Orders, No. 191

Hdqrs. Army of Northern Virginia

September 9, 1862

The citizens of Fredericktown being unwilling while overrun by members of this army, to open their stores, to give them confidence, and to secure to officers and men purchasing supplies for benefit of this command, all officers and men of this army are strictly prohibited from visiting Fredericktown except on business, in which cases they will bear evidence of this in writing from division commanders. The provost marshal in Fredericktown will see that his guard rigidly enforces this order.

Major Taylor will proceed to Leesburg, Virginia, and arrange for transportation of the sick and those unable to walk to Winchester, securing the transportation of the country for this purpose. The route between this and Culpepper Court-House east of the mountains being unsafe, will no longer be traveled. Those on the way to this army already across the river will move up promptly; all others will proceed to Winchester collectively and under command of officers, at which point, being the general depot of this army, its movements will be known and instructions given by commanding officer regulating further movements.

The army will resume its march tomorrow, taking the Hagerstown road. General Jackson's command will form the advance, and, after passing Middletown, with such portion as he may select, take the route toward Sharpsburg, cross the Potomac at the most convenient point, and by Friday morning take possession of the Baltimore and Ohio Railroad, capture such of them as may be at Martinsburg, and intercept such as may attempt to escape from Harpers Ferry.

General Longstreet's command will pursue the same road as far as Boonsborough, where it will halt, with reserve, supply, and baggage trains of the army.

General McLaws, with his own division and that of General R. H. Anderson, will follow General Longstreet. On reaching Middletown will take the route to Harpers Ferry, and by Friday morning possess himself of the Maryland Heights and endeavor to capture the enemy at Harpers Ferry and vicinity.

General Walker, with his division, after accomplishing the object in which he is now engaged, will cross the Potomac at Cheek's Ford, ascend its right bank to Lovettsville, take possession of Loudoun Heights, if practicable, by Friday morning, Key's Ford on his left, and the road between the end of the mountain and the Potomac on his right. He will, as far as practicable, cooperate with General McLaws and Jackson, and intercept retreat of the enemy.

General D. H. Hill's division will form the rear guard of the army, pursuing the road taken by the main body. The reserve artillery, ordnance, and supply trains, &c., will precede General Hill.

General Stuart will detach a squadron of cavalry to accompany the commands of Generals Longstreet, Jackson, and McLaws, and, with the main body of the cavalry, will cover the route of the army, bringing up all stragglers that may have been left behind.

The commands of Generals Jackson, McLaws, and Walker, after accomplishing the objects for which they have been detached, will join the main body of the army at Boonsborough or Hagerstown.

Each regiment on the march will habitually carry its axes in the regimental ordnance—wagons, for use of the men at their encampments, to procure wood &c.

By command of General R. E. Lee

R.H. Chilton, Assistant Adjutant General”


Lieutenant General Thomas “Stonewall” Jackson was to lead the advance and capture Harper’s Ferry. DH Hill was designated to guard the rear. General Longstreet was to encircle the towns and roads leading to Harpers Ferry. Jackson was to take Harpers Ferry while the rest of Lee's army was posted at Boonsboro under command of Maj. Gen. James Longstreet. Lee hoped that after taking Harper's Ferry to secure his rear, he could carry out an invasion of the Union, wrecking the Monocacy aqueduct, before turning his attention to Baltimore, Philadelphia, or Washington, D.C. itself. Unlike the Pennsylvania Campaign, Lee had a real plan. Lee did not expect to be attacked by McClellan at this vulnerable moment. He was hiding at Boonsboro precisely to keep McClellan guessing. He could not know that McClellan knew where he was.

The places where parts of the army were sent controlled the roads into and out of Harpers Ferry. Martinsburg holds the road across from Whites Ford. Boonsboro hold the road north of Harpers Ferry. Once Lee’s various divisions were in place, Harpers Ferry was in essence surrounded.

Lieutenant Colonel Robert H. Chilton, Lee’s assistant adjutant general (chief of staff), wrote out 8 copies of the order, 1 to each of the generals named and 1 to President Davis. At the time that Special Order #191 was written, Hill was under the command of Jackson, his brother-in-law. Jackson personally copied the document for Hill, because once the army crossed into Maryland, the order specified that Hill was to exercise independent command as the rear guard. For this reason, Jackson copied and sent Hill the order because he didn’t know if Chilton had done so. But, since Special Order #191 conveyed Hill’s having an independent command once entering Maryland, Chilton had in fact sent Hill a copy. DH Hill received only the letter from General Jackson, and never received the copy written by Chilton. Since he had received his orders, no one was concerned that a copy had been lost.

Famously, the order was lost, and was found 4 days later by men under General Alpheus Williams.

https://emergingcivilwar.com/2022/02/24/who-lost-the-lost-order/

and later found by the Union army about a half mile north and east of this location.

https://www.rebellionresearch.com/special-order-191-ruse-of-war-part-1

https://www.theodysseyonline.com/the-insignificance-of-special-order-191

When General McClellan came into the possession of Special Order #191, he had an accurate and timely picture of exactly where the components of the Confederate army were located and what routes they were going to be using in the next several days. He knew that the Confederate army was divided and he knew exactly where they were. Lee had dangerously split his army into five parts. Three columns had converged on Harpers Ferry to capture the Federal garrison there, a fourth column was in Hagerstown, and a fifth column was acting as a rear guard near Boonesboro, Md.

Most traditional histories of the Antietam Campaign assert that McClellan was given Gen. Robert E. Lee's plans in Frederick, Md. at noon, Sept. 13. The narrative states that he waited 18 hours before acting on the find. By waiting before taking advantage of this intelligence and reposition his forces, he squandered the best opportunity in the war to defeat Lee conclusively.

These criticisms stem from the belief that McClellan moved too slowly and cautiously to attack Lee. They assert that when a copy of Lee’s plans fell into McClellan’s hands, the Union general wasted precious hours before advancing. Politicians from the 1860s onward and countless historians have claimed he could have easily destroyed Lee’s army during the campaign and ended the war in 1862, sparing the country another two and a half years of bloody conflict.

A more recent re-evaluation disputes this sequence of events entirely, citing long overlooked evidence that McClellan moved quickly and there was no 18-hour delay. Some historians believe that for this reason, the loss of the Special Order #191 wasn’t as decisive as history makes it out to be. That it had in fact little impact on subsequent events. Gene Thorp in a 2012 article in The Washington Post cited evidence that the vanguard of Army of the Potomac was in motion all day on the 13th due to orders McClellan issued. After the war, McClellan held to the claim that he acted immediately to put his armies on the move.

https://www.washingtonpost.com/lifestyle/style/in-defense-of-mcclellan-at-antietam-a-contrarian-view/2012/09/06/79a0e5cc-f131-11e1-892d-bc92fee603a7_story.html

Early in the morning of Sept. 13, most of the Union army was on the move to Frederick, Md. including McClellan, who was relocating his headquarters there from Urbana. At the conclusion of the march, a copy of Lee’s orders was found in an open field. What time this "Lost Order" was found, and when McClellan received it, has been relatively unchallenged until recently.

In "Landscape Turned Red," Stephen Sears asserts that McClellan verified before noon that the papers were legitimate, then exhibited his usual excessive caution and failed to move his army for 18 hours. To back up this theory, Sears cites a telegram that McClellan sent to Abraham Lincoln at "12 M" — which Sears says stands for meridian or noon — in which McClellan confidently informs the president that he has the plans of the enemy and that "no time shall be lost" in attacking Lee. In summary, the traditional view is:

  1. McClellan had the Lost Order by noon as is proven by the telegram from him to Lincoln that is dated "12M" for Meridian.
  2. McClellan waited 18 hours before moving his troops after finding the Lost Orders

The original telegram received by War Department is clearly dated "12 Midnight". After the book's publication, though, the original telegram receipt was discovered by researcher Maurice D'Aoust in the Lincoln papers at the Library of Congress. It shows that the telegram was sent at midnight (the word was written out) — a full 12 hours later than Sears thought. D'Aoust points this out in the October 2012 issue of Civil War Times in an article entitled " 'Little Mac' Did Not Dawdle."

In the disputed telegraph, McClellan wrote Lincoln, "We have possession of Catoctin [Mountain]," which is important because those two passes were still held by the Confederates at noon. The Braddock Pass was not gained until 1 p.m. and the Jefferson Pass further south was not taken until near sunset. This is evidence that there was no noon message.

McClellan is known to have been riding through the town of Frederick at the 11 am hour (see photo), to raucous crowds, thrilled to see him. Its hard to square this with being told of the orders and telling President Lincoln about it less than an hour later.

The Lost Order was not found until after the 12th Corps, of which the 27th Indiana Regiment belonged, ended its morning march. At least five accounts show that the Corps completed its march about noon, which would make it impossible for McClellan to have written and sent a telegraph that contained information about the Lost Order at the same time it was found. The commander of the unit that found the order notes that it was found after its march ended at noon and that it was carried to army staff soon thereafter.

McClellan issued orders at 3 p.m. for his cavalry chief to verify that the Lost Order was not a trick. It seems out of character for someone who is normally considered so cautious to confidently inform Lincoln of the find three hours before he tried to confirm the accuracy of its contents. From this, we can deduce that McClellan had the orders at 3 pm or sooner but after noon.

The Signal Corps reported that "in the evening" it transmitted a message from Lincoln to McClellan, and a return message from McClellan to Lincoln. The report mentions no other transmittal of information between the two men at any other time of the day.

McClellan had the vanguard of the army, Burnside's 9th Corps, on the move at 3:30 p.m. These men filled the road west to Lee's rear guard at South Mountain well into the night. Near sundown, at 6:20 p.m., he began to issue orders for the rest of his army to move, with most units instructed to be marching at sunrise. (They were roused from sleep at 3 a.m.) In the midst of this activity, at midnight, the general telegraphed the president to tell him what was going on.

By 9 a.m. on Sept. 14, the first troops had climbed South Mountain and met the Confederate rear-guard in battle. By nightfall, McClellan's army carried the heights and forced a defeated Lee to find a new defensive position along Antietam Creek. McClellan pursued the next morning and within 48 hours initiated the Battle of Antietam, which forced Lee back across the Potomac River. This seems like a pretty expeditious sequence of events, not a delay.

Additionally, a detachment of the 9th Corps in conjunction with cavalry marched from Frederick and took the southern Catoctin pass at Jefferson before sunset.

The 6th Corps, about 12,000 men, marched from Buckeystown to the gap in the Catoctin at Jeffersonville, from the evening until at least 10 p.m. A night march beyond that point would have been risky since it was not known precisely where the Confederates were in the valley beyond.

The 1st Corps, about 10,000 men, marched to Frederick the evening of Sept. 13 to be ready for an advance on the Confederate rear-guard the following morning.

Harpers Ferry

There were two significant engagements in the Maryland campaign prior to the battle of Antietam. Both directly impacted the major battle to come. Maj. Gen. Thomas J. "Stonewall" Jackson's captured Harpers Ferry on September 12. This is important because Jackson’s Corps, a large portion of Lee's army, was absent from the Battle of South Mountain and the start of the battle of Antietam, attending to the surrender of the Union garrison. To understand Antietam, the dates and times are almost as important as they are at Gettysburg.

The Battle of Harpers Ferry took place over 4 days. Stonewall Jackson found Maryland Heights stoutly defended but brigades led by Barksdale and Kershaw attacked strongly, with retreat of the Union troops across the Potomac the next day. On September 14, the rest of his infantry arrived and found Loudon Heights undefended. Jackson placed his artillery on these heights while his infantry confronted the Union army on Maryland Heights. An attack on the Union left flank was threatened by AP Hill while 50 guns began a bombardment. The Union commander realized the situation was hopeless and surrendered.

Colonel Dixon Miles was the union commander at Harpers Ferry. At age 58 he was the oldest active colonel in the Union army; a West Point graduate, he led a division at First Manassas but was held in reserve on account that he was drunk. A court of inquiry confirmed this, but he was given command of Harpers Ferry instead of a court martial. Maj Gen John Wool gave miles orders on September 5: "you will not abandon Harpers Ferry without defending it to the last extremity." Wool sent another saying "there must be no abandoning of a post, and shoot the first man that thinks of it". The Union leadership appreciated the likelihood that the town would be attacked. Why they sent no more men to defend it isn’t clear, Why Miles kept his men in the town and not positioned on the heights isn’t comprehensible. Miles was mortally wounded in the artillery barrage.

AP Hill was with Jackson at Harpers Ferry following his feud and threatened duel with General Longstreet after newspaper articles concerning the Battle of Glendale, Hill was transferred to Jackson’s command. He had performed magnificently at Second Manassas. But he clashed with Jackson during the march in Maryland, who had Hill arrested and charged him with eight counts of dereliction of duty after the campaign. For this reason, Jackson left him behind when Harper’s Ferry was captured to process the POWs.

The delay in taking Harpers Ferry had direct consequences on the Battle of Antietam. Jackson has been criticized for taking so long. It’s hard to see how things could have been done any faster. Had Miles positioned his troops with more thought, it would have taken even longer. Had Lee considered this in his placement of the troops around the town? Its not clear, but its is noteworthy that Lee didn’t try to take Harpers Ferry in the Gettysburg invasion.

The Battle of South Mountain

The implications of this delay were enormous. Recall that Special Order 191 was written September 9 but not retrieved by Union forces until September 13. Even though the intelligence was four days old, McClellan knew that Jackson was behind schedule at Harper’s Ferry, which was surrounded but not yet taken, and that Lee’s army was divided and separated over miles of Maryland countryside. Aware that a portion of Lee’s army was now vulnerable to attack, McClellan advanced toward the South Mountain range to attack Lee’s forces there.

McClellan followed Lee’s army based on the routes identified in Special Order 191. Union forces attempted to break through South Mountain to advance toward Lee's army, which would eventually concentrate near Sharpsburg. McClellan was lucky that Lee’s orders were found, that is for sure; otherwise he would have been searching for Lee all over western Maryland. But having them in his possession, he simply followed the road map Lee had drawn for him. There are 2 roads leading west from Frederick; one goes to the north gaps to Hagerstown and one goes south toward Williamsport. Lee left the southern gap exposed, likely due to limitations on manpower and supplies.

The Battle of South Mountain took place on September 14, 1862. It is very important to re-emphasize, see the timeline in the answer 2 days ago, that the lost orders were given to McClellan on September 13 and a battle occurred the very next day. Lee was surprised that the lethargic McClellan had caught up with him so rapidly. Jackson was just wrapping up Harpers Ferry. He only had Longstreet and DH Hill to defend the passes.

Although the Confederate troops ultimately had to retreat, they put up a strong resistance and delayed the Union's progress, giving Lee valuable time to reposition his forces. While Union forces were able to gain control of the mountain, they could not stop Lee from regrouping. Confederate defenses delayed McClellan's advance enough for Lee to concentrate the remainder of his army at Sharpsburg, setting the stage for the Battle of Antietam three days later.

During the Battle of South Mountain, engagements took place at various passes and gaps within the South Mountain range. The Union forces, commanded by General George B. McClellan, aimed to seize control of the mountain passes and break through the Confederate defensive positions. In the battle, Union army attacked at 3 gaps.

The passes and gaps of South Mountain, particularly Turner's Gap, Fox's Gap, and Crampton's Gap, offered natural defensive positions. Lee was using South Mountain as a screen, but McClellan had pursued faster than was anticipated. With Jackson at Harpers Ferry, Lee fell back along the roads that led mainly to the northern gaps. Lee ordered Longstreet to be in this location to delay the Union advance.

DH Hill was at the northernmost pass with Longstreet because he had been the rear guard and naturally came to these 2 passes. A single 5,000-man Confederate division under D.H. Hill protected Fox’s and Turner’s Gaps at South Mountain. Early on September 14, Union Gen. Jacob D. Cox’s Kanawha Division of the Union IX Corps launched an attack against Samuel Garland’s brigade at Fox’s Gap. Cox’s 3,000 Ohioans overran Garland’s North Carolinians, driving the Southerners from behind a stonewall and mortally wounding Garland. However, by nightfall, Confederate soldiers still held the western edge of Fox’s gap.

At Turner’s Gap, Union Maj. Gen. Joseph Hooker’s I Corps arrived on the steep mountainside near Frostown, and divisions under George G. Meade and John P. Hatch made relentless charges on the gap’s northern edge. After a brutal firefight along a cornfield fence, Hatch broke through the Rebel line. Only the timely arrival of reinforcements from Longstreet prevented the Confederate line from collapsing. By nightfall, the Confederates still maintained control of Turner’s Gap.

  1. Turner's Gap: This was the northernmost and most heavily defended pass. Confederate forces, under the command of General D.H. Hill, held strong defensive positions on the slopes of Turner's Gap, while Union troops, led by General Joseph Hooker, made determined efforts to dislodge them.

  2. Fox's Gap: Located south of Turner's Gap, Fox's Gap saw intense fighting between Confederate forces commanded by General Samuel Garland and Union troops led by General Jesse Reno. The Union forces eventually managed to seize control of this pass.

  3. Crampton's Gap: Situated south of Fox's Gap, Crampton's Gap was the southernmost pass where significant fighting occurred. Union troops, led by General William B. Franklin, engaged Confederate defenders commanded by General Howell Cobb. The Union forces successfully captured Crampton's Gap, further pressuring the Confederate positions.

Crampton’s Gap. Civil War enthusiasts typically overlook the Battle of Crampton’s Gap as merely a prelude, but in fact, Antietam happened precisely because of this battle. It was the key to the entire campaign.

McClellan ordered Maj. Gen. William Franklin and his VI Corps to set out for Burkittsville from his camp at Buckeystown 9/14 at daybreak, with instructions to drive through Crampton's Gap and attack McLaws' rear. Although he sent the order immediately, by allowing Franklin to wait until morning to depart, his order resulted in a delay of nearly 11 hours. When the Federals reached Burkittsville around noon, the Confederate artillery opened up. In Burkittsville, while under artillery fire, Franklin assembled his troops into three columns. At 3 p.m., after a delay of nearly 3 hours, the VI Corps finally began its assault. The reason for the delay has never been ascertained, but it would prove costly.

The Confederate force consisted of one battery of artillery, three regiments of infantry under Brig. Gen. William Mahone, one brigade under Brig. Gen. Howell Cobb, and a small cavalry detachment under Col. Thomas T. Munford. After the report of a very large number of camp fires indicating a much larger Union force than anticipated, General Lee recognized the threat this posed to his split forces, so the order was sent down to General Cobb to ..."hold the gap if it cost the life of every man in my command".

Only about one thousand Confederates defended Crampton's Gap, the southernmost of the South Mountain passes. At around 4:00 p.m., Maj. Gen. Henry Slocum's division charged into the gap and dislodged the Confederates from the protection of a stone fence. The arrival of four regiments under Gen. Howell Cobb did little to stem the Union tide. Reinforced by a brigade of Vermonters, the Federals made a second attack and drove the remaining Confederates down the western slope of South Mountain, leaving the VI Corps in possession of Crampton's.

The Union attack broke the makeshift Rebel line but only at 6 pm, too late for a follow up attack. This gave Lee a chance to salvage his force.

Even though the Confederates still held onto Fox’s and Tuner’s Gaps, Lee ordered his outnumbered forces to withdraw from South Mountain. By sunrise on September 15, the Confederates had completely withdrawn. Once the gap is in Union hands, a road connects it to all of the roads behind the mountain, and so Hill and Longstreet can be surrounded. Longstreet and Hill had to retreat that evening.

Once Crampton’s Gap was taken, even though Turner’s and the Confederates held Fox’s Gap at the end of the day they were not defensible any longer. Consequently, Lee retreated.

Aftermath

The Battle of Antietam took place on September 17, 1862, 3 days after the Battle of South Mountain. More Americans died in battle on that day than in any other day in our nation’s history. The battle was a clear Union victory. The consequences were enormous. Great Britain would never become officially involved in the war or recognize the Confederacy. The Republicans won the mid=term elections. Lincoln issued the Emancipation Proclamation in the shadow of victory.

Although McClellan defeated Lee, ending the invasion, he did not pursue the ANV despite Lincoln’s persistent entreaties and orders. McClellan was relieved of duty that October, with Ambrose Burnside taking command. McClellan would run against Lincoln for president in 1864.

What do you think of the Maryland Campaign pro 1862? Let us know below.

Now, if you missed it, read Lloyd’s piece on how the Confederacy funded its war effort here.

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Picture this - it’s the ’60s and you’re cruising down Route 66 with the terse rumble of a diesel engine humming in your ears and the broad, beautiful expanse of the American highway sprawling before you. This isn't your typical travelogue. Instead, we’re shifting gears into the annals of American trucking history, offering an intimate gaze into the lives of three remarkable truckers and their considerable contribution to an industry that is, quite frankly, the backbone of American commerce.

Jennifer Dawson explains.

A U.S. Post Office truck ready for Christmas in December 1921.

Larry 'L.D' Drake: Pioneering the way

Drake--a driver who knuckled down for forty-five laborious years, starting in Oklahoma in the 1950s--became a sort of folk-hero within the trucking community. Not only did his work aid the exponential growth of the American economy following World War II, but his well-documented safe driving record also proved him to be a paragon on the road.

Hank Good: A tale of unwavering dedication

Next up, there’s Hank Good, an emblem of unwavering dedication and resilience. Good started trucking in the ‘60s and endured for over five decades in the industry, back when trucks were bereft of today's sophisticated amenities. He was a trailblazer who saw trucking evolve, straddling epochal shifts from the mechanical to the electronic era.

Ira 'Big I' Anderson: Living legend of trucking

Then we've got Ira 'Big I' Anderson, a veritable giant in the trucking scene. Big I’s hard-earned lore began in the 60s within the bustling metropolis of New York. Anderson's unyielding commitment to professionalism and his concerted efforts towards supporting other drivers turned him into a living legend.

Key Learning - It's all in the details

This isn’t just important--no--it’s crucial. Attention to detail is the sine qua non of trucking. The stories of these three exemplar individuals underline the insurmountable importance of precise routing, load calculations, systems checks, and understanding the nuts and bolts of their vehicles. As found in a trucking safety report by the Federal Motor Carrier Safety Administration, the devil truly is in the details--even a minor oversight can spell disaster on the road.

Unabridged Vision - Embracing the challenges ahead

These three trucking titans' stories are not tales of swift, sublime triumph; rather, they are chronicles of resilience, grit, and relentless work ethic. Trucking, as an industry, isn’t for the faint-hearted. It smacks of profound challenges, significant time away from family, spotting road hazards, managing wonky sleep schedules, and of course, battling harsh weathers. But, as often remarked by Ira Anderson, "Ain't no mountain too high for a determined trucker."

Modern Marvels - The shifting gears in Truck models

Through each of these truckers' stories, one can't help but notice the immense growth and transformation in truck models and technology. Today's semi-truck is far removed from the models of yore. We now have trucks equipped with automated transmissions, advanced aerodynamics, lane correction systems, GPS tracking, and even eco-friendly hybrid models--rendering the journey smoother and safer for the modern-day truckers.

Remember, Precision and Foresight are Da Vinci and Michelangelo of Trucking Art

You see, trucking isn’t just about point A to point B. It's a dance, a delicate ballet of balance, poise, precision, and foresight. Master these, and you'll glide through the vast arteries of America's highways, a stately knight of the road.

Bottom Line: Heed the Past, Embrace the future

So here's the thing that separates the average from the excellent: Attitude. These three American trucking icons weren't just truckers. They were pioneers, trailblazers, innovators. They looked challenges in the eye and surged ahead—undaunted, determined, resilient.

"To be a successful trucker, you have to have the foresight of an eagle, the precision of a surgeon, and the patience of a monk" --Larry 'L.D' Drake.

Done right, trucking can be an art—an orchestra of man, machine, and the open road. It's about those men and women who commit, adapt, and evolve. And in this grand theatre of logistics, we've just covered three legendary maestros. So remember, folks, it’s not just one thing--it’s many things that merge and marry into one—the spirit of trucking.

So, buckle up. This ride has just begun.

Let us know what you think of U.S. trucking history below.

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The 160th anniversary of the Second Battle of Fort Wagner, in the US Civil War took place in July. As we look back, we remember the men who fought and died on Morris Island in South Carolina in this American Civil War engagement in July of 1863. Michael Thomas Leibrandt explains.

*The Old Flag Never Touched the Ground* by Rick Reeves. For the state of Massachusetts, 1863

Leading the Union attack was the 54th Massachusetts Regiment of Foot, one of the first African American regiments in the United States army; immortalized in a statue still seen today in Boston Common, and in Robert Lowell’s Centennial poem. The 54th was also the subject of the 1989 film “Glory” featuring Denzel Washington, Morgan Freeman, and Matthew Broderick.

The story and legacy of the 54th Massachusetts is one of the most enduring of any Union regiment from the Civil War. Here is why:

The Emancipation Proclamation authorized the formation of the 54th. Its formation was supported by famous Americans such at Frederick Douglass when its recruitment began in February of 1863. One of the men who was appointed to recruit was George Stephens, a military correspondent who assisted with the recruitment of men in Philadelphia and then joined the 54th Massachusetts as the rank of Sergeant.

The 54th was led by a member of a prominent Boston family. Chosen to lead the regiment was twenty-five year old Colonel Robert Gould Shaw.

After studying overseas in Europe, Shaw attended Harvard from 1856–1859. He was married in 1863 and was commissioned as a 2nd Lieutenant in Company H of the 2nd Massachusetts Regiment. He served at the Battle of Antietam among other engagements. In early 1863, Captain Shaw’s father traveled to Virginia with the commission for his son to lead the 54th. The Captain was initially reluctant to take the commission, as he did not wish to leave his regiment.

The attack

The 54th Massachusetts led the Union advance on Fort Wagner. Constructed by the Confederacy in the summer of 1862 and named after Lt. Colonel Thomas M. Wagner, the fort was built to protect the southern end of Charleston Harbor. Fort Wagner was armed by fourteen cannons. Among them was a 10-Inch (250 mm) Columbiad, three 32 lb. Smooth-Bore Breech-Loading Cannons, a 42 lb. Corronade, a 10-inch Coast Mortar, and four 12-Pound Howitzers. Wagner was also protected by land mines buried in the sand dunes, a moat, and rows of abatis.

At 7:45 P.M., the 54th Massachusetts emerged and advanced up the beach. By the time that the 54th reached the parapet of Fort Wagner, they had devastating casualties. Among the 272 men lost from the regiment was Colonel Shaw, whose sword was stolen from his body immediately after the battle.

Wagner was never taken by Union forces until it was abandoned in late 1863. Today, much of the original defenses of Fort Wagner are under sea level. Periodically, a hurricane hits Charleston Harbor and unearths some Civil War artifacts or ordinance that sends the odd tourist running for cover. For years, inaccessibility to the island has kept the galant legend of the 54th Massachusetts buried under the sand.

The bravery of the 54th Massachusetts, however lives on today. In 2017, after being thought to be lost several times, Col. Shaw’s sword was discovered in a Boston attic. In 2008, the 54th was reactivated as part of the Massachusetts Army National Guard Ceremonial Unit and participated in President Obama’s 2008 Inauguration. The new unit is called the 54th Massachusetts Volunteer Regiment and provides military honors at funerals.

Many famed Union regiments have been chronicled in the Civil War. Few, however have storied histories that still attract interest today and no doubt will in the future like the 54th Massachusetts.

The descendants of Colonel Robert Gould Shaw donated his sword to the Massachusetts Historical Society for all to enjoy. The Confederacy buried Shaw’s body in a mass grave with his soldiers. After the war, the United States Army requested that Shaw’s body be exhumed and returned to his family. Colonel Shaw’s father would not allow it, saying “We can imagine no holier place than that in which he lies,” he wrote, “among his brave and devoted soldiers, nor wish for him better company-what a body-guard he has.”

Adding to the honor, legend, and glory of the 54th Massachusetts.

What do you think of the 54th Massachusetts Regiment? Let us know below.

Michael Thomas Leibrandt lives and works in Abington, PA

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The Battle of Blair Mountain was the result of years of bitter labor disputes between miners and coal companies of southern West Virginia. Here, Richard Bluttal explains what caused the dispute and how it evolved.

A coal miner with his rifle at the Battle of Blair Mountain.

Since the late 1800s, the coalfields of the West Virginia’s Mingo, Logan and McDowell Counties had operated under a repressive company town system. Workers mined using leased tools and were paid low wages in company currency, or “scrip,” which could only be used at company stores. Safety conditions were often deplorable, yet despite the efforts of groups such as the United Mine Workers (UMW), the mine operators had kept unions out of the region through intimidation and violence. Companies compelled their workers to sign so-called “yellow dog contracts” pledging not to organize, and they used armies of private detectives to harass striking miners and evict them from their company-owned homes.

The hostilities only ramped up in 1920, when the UMW finally started to organize workers in Mingo County. On May 19 of that year, members of the Baldwin-Felts detective agency arrived in the town of Matewan to evict union miners from houses owned by the Stone Mountain Coal Company. After catching wind of the detectives’ activities, Matewan Mayor Cabell Testerman and a pro-union sheriff named Sid Hatfield raised a small posse and confronted them near the local train station. A verbal argument quickly escalated into a gunfight, and when the smoke cleared, seven Baldwin-Felts agents had been killed along with Mayor Testerman and two local miners.

The so-called “Matewan Massacre” galvanized support for the UMW, which collected new members and organized a strike in the summer of 1920. The coal companies responded by bringing in non-union replacement workers, and over the next several months, the two sides engaged in a fierce guerilla war. “Murder by laying in wait and shooting from ambush has become common,” Mingo County’s sheriff wrote in May 1921.

Tipping point

The tipping point in the “Mine War” finally came on August 1, 1921, when Sheriff Sid Hatfield was shot dead by Baldwin-Felts agents as he entered the McDowell County Courthouse. The assassination outraged the miners, who considered Hatfield a hero for his involvement in the Matewan shootout. Within days, thousands of union supporters had flocked to the outskirts of Marmet, a small town located near the state capital of Charleston. Led by UMW organizers Frank Keeney and Fred Mooney, they resolved to march on Mingo County to confront the coal companies and free the union men imprisoned in the area. Many of the marchers were World War I veterans, and they came armed to the teeth with military-issue Springfield rifles and shotguns. “It is time to lay down the bible and take up the rifle,” miner and Baptist reverend John Wilburn declared.

The miners’ route to Mingo required them to pass through Logan County, a coal company stronghold ruled by an anti-union sheriff named Don Chafin. Upon learning of the march, Chafin scraped together a 3,000-strong army of state police, deputies and citizen militiamen and prepared for a fight. “No armed mob will cross the Logan County line,” he proclaimed. Chafin and his supporters had soon constructed a network of machine gun nests and trenches around Blair Mountain, a 2,000-foot peak that stood directly in the miners’ path.

On August 24, the main body of coal miners set out from Marmet and headed south toward Mingo County. Keeney and Mooney made a last-minute attempt to call off the march after meeting with the War Department’s General Harry Bandholtz, who warned that any violence would prove disastrous for the union, but the proposed ceasefire collapsed when two miners died in a skirmish with Chafin’s forces. By August 28, some 10,000 union men had massed near the border of Logan County and begun trading gunfire with company supporters. To distinguish one another in the dense forests, many of the miners tied red handkerchiefs around their necks. They soon became known as the “Red Neck Army.”

The first heavy fighting in the Battle of Blair Mountain began on August 31, when a group of around 75 miners led by Reverend Wilburn stumbled across some of Chafin’s “Logan Defenders” on a wooded ridge. Each side asked the other for a password and received the wrong answer, prompting a shootout that killed three deputies and one miner. That same day, the main army of miners commenced a two-pronged assault on Chafin’s trenches and breastworks. Scores of union men streamed up the mountainside, but despite their superior numbers, they were repeatedly driven back by the defenders, who riddled them with machine gun fire from the high ground.

The miners made more progress when the battle was renewed on September 1. That morning, a detachment of union men assaulted a spot called Craddock Fork with a Gatling gun looted from a coal company store. Logan forces fought back with a machine gun, but after three hours of heavy fire, their weapon jammed. The miners surged forward and briefly broke the defensive line, only to be repulsed by a fusillade of bullets from a second machine gun nest located further up the ridge.

For the rest of the day, the hills and hollows echoed with gunfire as the union men repeatedly attacked the defenders’ lines. “Machine guns cracked up there so you would think the whole place was coming down on you,” miner Ira Wilson later recalled. At one point in the battle, the din also included the sound of falling bombs. Sheriff Chafin had chartered three private biplanes and equipped them with teargas and pipe bombs loaded with nuts and bolts for shrapnel. The planes dropped the homemade explosives over two of the miners’ strongholds but failed to inflict any casualties.

End of the siege

In the end, the miners’ siege of Blair Mountain was only ended by the arrival of federal troops. A squadron of Army Air Service reconnaissance planes began patrolling the skies on September 1, and by the following day, General Bandholtz had mobilized some 2,100 army troops on the orders of President Warren G. Harding. Scattered fighting continued between the miners and the Logan Defenders until September 4, but most of the men welcomed the government intervention and laid down their weapons. Roughly 1,000 exhausted miners eventually surrendered to the army, while the rest scattered and returned home. It was later estimated that some one million rounds had been fired during the battle. Reports of casualties ranged from as few as 20 killed to as many as 100, but the actual number has never been confirmed.

The Battle of Blair Mountain is now cited as a pivotal chapter in American labor history, but in the short term, it proved to be a crushing defeat for the miners. The state of West Virginia charged Keeney, Mooney and some 20 other union men with treason, and hundreds of others were indicted for murder. Nearly all were later acquitted, but the legal battles emptied the UMWA’s coffers and hindered its organizing efforts. By the end of the decade, only a few hundred miners in West Virginia were still members. The union wouldn’t reclaim the coalfields until the mid-1930s and the Great Depression when workers’ rights to organize were enshrined in New Deal legislation such as the National Industrial Recovery Act.

What do you think of the Battle of Blair Mountain? Let us know below.

Now read Richard’s series of articles on trauma and medicine during war, starting with the American Revolution here.

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Britain’s health has changed throughout history and what was considered healthy in the past has been proven to be unhealthy today. Some stark examples are that the average life expectancy at a time in nineteenth century Britain for wealthy adults was around 45, while this was lower in the poorer classes, and the percentage of children reaching the age of 5 was much lower in the 19th century than now.

Amy Chandler explains looks at how health and diet has evolved over time.

Sir William Beveridge in 1943.

In society today, individuals are able to take control of their health, if they wish, through the development of apps and trackers that monitor health and lifestyle. The World Health Organisation (WHO) states “social factors, including education, employment status, income level, gender and ethnicity have a marked influence on how healthy a person is”. (1) While the development and innovation of the National Health Service (NHS) in Britain has offered opportunities of free and equal access to medical services, the strain on the economy still limits the capabilities and progress of creating accessible medical treatment for all in Britain. The NHS celebrated 75 years this July and despite the innovations of the health service, the need for funding, treatment and staff equality, limits the good that the service can provide in Britain. This article explores the social, political and economic changes that impacted Britain’s health throughout the nineteenth and early twentieth century to the emergence of the NHS.

Diets, health and lifestyle

The industrial revolution between the years 1760 to 1840 created a boom in industry and manual labour employment in major cities such as Manchester, Liverpool and London. This industrial revolution increased social mobility into the cities and a rise of poverty and disease for the working classes. Despite the rise of infectious diseases and poor living and working conditions, the diet of the working class was not as unhealthy as historians once believed. Those who worked in manual employment, such as factories and docks, were constantly active and needed to consume more calories to sustain themselves during long working hours. The majority of the poorer classes ate food that was in season such as fruits, vegetables and less fatty meats. In comparison, wealthy classes weren’t as active and had access to an abundance of food, alcohol and sugary sweets causing rotten teeth and gout.

For the poor, food supplies were uncertain, basic in diet and didn’t provide the nutrients for a healthy body creating a prevalence of malnourished adults and children. Few had access to personal ovens and relied on open-fires, buying hot food out or eating cold meals. There was limited access to cooking utensils, with many households only using one pot for their cooking. This meant that the access and availability of hot food was scarce or expensive.(2) Many relied on buying off-cut pieces of meat that were rotting or poor quality, and these meals were small and far between. The upper classes indulged in dinners with several courses and had access to the freshest qualities of meat. Usually, household cooks would order their meats, fish, vegetables and other ingredients on the day that they were needed to ensure fresh meals, whereas the poor did not have access to the same expensive food. Furthermore, the overindulgence of rich and decadent food created a rise in obesity amongst the men of the upper class. The obese, rich male figure was seen as a symbol of high status and a display of their wealth because they could afford an abundance of sweet and fatty foods. Wealthy women were not usually obese due to the beauty standards of society, where women wore tight corsets and were expected to be fragile and thin. In modern society, the rise and health implications of obesity are impacting on the NHS.

The British Empire increased the transportation and access to many new foods, sugars and a variety of ingredients such as canned fruits and condensed meat. These new foods became widely available and impacted the health of all classes in Britain. Sugar and fatty foods were only previously available to the wealthy, who could afford the price. (3) The rise in consumption of sugar caused damage to the nation’s teeth and a frequent dental complaint reported by 1900 was the inability to chew tough foods, nuts, vegetables and fruits. The fall in nutritional standards impacted future generations, especially during times of army conscription. Furthermore, the living conditions in poverty-stricken areas created a decline in health with poor sanitary conditions, unclean drinking water and the lack of sunlight in urban slums creating a Vitamin D deficiency. The slums had dense, thick fog as a result of pollution and poor air quality, cramped, filled with rubbish, unsanitary living conditions and contaminated drinking water. These areas were also subjected to communicable diseases such as tuberculosis (TB), cholera and smallpox, to name a few. This also created a large gap between the health of the poor and the wealthy. The wealthy were not immune to these illnesses, but were less susceptible to dying of consumption or poor living conditions, but were more likely to suffer heart attacks from their rich and fatty diets. Therefore, the lives of the working class are considered healthier in terms of fitness levels, eating less fatty and sugary foods, but on the flipside many lived in unsanitary housing, likely to become unwell from the spread of fatal diseases in crowded areas and many could not access medical care.

London’s pollution also contributed to a number of respiratory health conditions coupled with the turn of the century popularity of smoking. The rise of smoking in the 1880s with the growth of industrial cigarette production created accessibility to cigarettes. The preference to using snuff declined and was replaced with cigarettes which was only encouraged during the first and second world war when soldiers were sent cigarettes in their rations. The commercialisation of smoking was seen as a good habit for people and was most commonly used by King George VI to overcome his stutter. The lack of medical knowledge on cancers and what caused these diseases meant that many became addicted to smoking without knowing or understanding the impact on their health. It is only in recent history that the UK government has attempted to tackle smoking in the population, with their strategic plan towards a ‘smoke-free generation’ in England.

The formation of the NHS

After the devastating impact of the Second World War, the health of the nation was deteriorating with rationing, war injuries and the economic burden of the war effort. These factors emphasised the long-term need for a strategy to strengthen the country. The British government needed to find a solution to improve the nation’s health, strengthen the economy and navigate post-war life. In December 1942, Sir William Beveridge compiled a report, Social Insurance and Allied Services, on the health of the nation. Beveridge’s report identified the five evils that permeated society; disease, want, ignorance, squalor and idleness.(4) In a Parliamentary debate in 1944, Members of Parliament (MPs) suggested the NHS would be a “comprehensive and unified health service for the people”, which is part of a “process of reshaping the background of individual life” in Britain. (5) The NHS was seen as a “counter-process to all the destructiveness of war”. (5)

Throughout history, class and wealth defined people’s health, diet, lifestyle and quality of life and these differences were a continual reminder of social hierarchy. However, war was an equaliser that did not discriminate. Every member of society was impacted from conscription, bombing raids and the emotional and physical scars of war. Arguably those with money could live comfortably and safely, but everyone was equal with a collective desire for the war to end. Services that offered medical treatment like charities were fragmented and not unified. Therefore, there was a sense of openness to the idea of a national health service that was for the many not the few, however there was still opposition to a free health service. As stated in a Parliamentary debate, the service was “no scheme [designed] for giving charity to individuals or state help to particular classes or groups” and it “does not concern itself with poverty or wealth.” (5) This was a scheme that aimed at raising the nation’s health to a “higher plane and keep it there.” (5) This was a step towards equality in post-war Britain under the Welfare State. Under the umbrella of the Welfare State, each member of society was expected to pay a contributory amount of money as National Insurance. (4) The reason that Beveridge insisted on National Insurance was to ensure that the NHS did not damage an individual’s sense of pride, independence and personal responsibility. (4) The NHS created a sense of accountability for one’s health and offered the opportunity for those in poverty to better themselves.

The NHS was officially formed in July 1948 and 75 years later, the NHS is still providing a variety of care and treatment to the public. However, the nation’s health is not where it could be, the COVID-19 pandemic placed a strain on public health services and was economically struggling. NHS workers are striking for better pay and working conditions, while patients are placed on waiting list months in advance. Health issues such as smoking, obesity and mental health are areas that still need improvement, coupled with the changes in lifestyle. Many people work remotely and are not commuting in the same way causing a change in routine and in some cases causing a negative impact on their health. The introduction of the NHS in 1948 was a massive step forward in improving the nation’s health that came after education and housing reforms that cleared the slum areas, that were bombed heavily during the blitz. Since 1948, many have benefitted from the treatment, care and expertise of health care professionals.

Conclusion

The perception of health has changed throughout history and one treatment that was once seen as effective is now seen as poisonous or ineffective. Illness was prevalent in all areas of society but the type of diseases differed depending on the living conditions, diet, lifestyle and access. What was once seen as healthy, such as smoking is now widely acknowledged as severely damaging to health and quality of life. The advancement in technology in identifying risks to increasing disease and health implications is far greater than in the past. The formation of the NHS was a changing point for Britain’s health and the desire to offer medical treatment to all classes of society in a bid for health equality. Historians often present the poor and working classes as malnourished and in poor health, however in the modern standards exercise and eating less sugar is seen as ideal and due to their lack of accessibility to fatty foods and sugar they were less susceptible to high cholesterol and other illnesses. The health and lifestyle of the working class should not be romanticised as a healthy way to live, as they were far from healthy. A digital age has allowed for more accountability, responsibility and opportunity to take our health into our own hands through fitness apps, healthy recipe boxes and ways to monitor our bodies through forms of artificial intelligence (AI). Progress is still slow in solving major health issues such as cancer, but the rise of technology can provide new ways of treating, curing and progressing our health.

What do you think of Britain’s health over time? Let us know below.

Now read Amy’s article on the history of medicine at sea here.

References

  1. WHO, ‘Health inequities and their causes’, 22 February 2018, World Health Organisation, Available at < https://www.who.int/news-room/facts-in-pictures/detail/health-inequities-and-their-causes > [accessed 27 July 2023].
  2. A. Whol, ‘What the Poor ate’, July 2022, VictorianWeb, Available at < https://victorianweb.org/science/health/health8.html >[accessed 27 July 2023].
  3. P. Clayton., and J. Rowbotham, ‘How the mid- Victorians worked, ate and died’, Int J Environ Res Public Health, vol. 6 (2009). Available at < https://www.ncbi.nlm.nih.gov/pmc/articles/PMC2672390/ >[accessed 31 July 2023].
  4. The National Archives, ‘1940’s origin of the Welfare State’, 2023, The Cabinet Papers, Available at < https://www.nationalarchives.gov.uk/cabinetpapers/alevelstudies/1940-origins-welfare-state.htm >[accessed 1 August 2023].
  5. HC Deb, 16 March 1944, vol 398, cols 428 - 429.

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The intelligence and logistical problems of the Army of Northern Virginia emerged as critical determinants during the Battle of Gettysburg. The Confederate Army faced severe resource limitations. The Confederacy struggled with manpower shortages, supply line constraints, and limited access to industrial and transportation infrastructure. Lee recognized the limitations in terms of supplies, extended supply lines, and the difficulties of operating in unfamiliar territory. Lee and his staff understood that their army would have to rely on a lengthy and vulnerable supply line stretching back to Virginia, which could be impacted by weather, terrain, enemy interference, and the strain of transporting essential provisions and ammunition. Despite these challenges, Lee decided to proceed with the campaign. In retrospect, it is apparent that these logistical challenges had a significant impact on the Confederate Army's effectiveness and ability to sustain their operations during the campaign.

Lloyd W Klein explains.

The generals at Gettysburg: Union Major General George G. Meade (left) and Confederate General Robert E. Lee (right).

Confederate Supply Network

The Confederate Army invaded the north despite facing severe resource limitations. The Confederacy struggled with manpower shortages, supply line constraints, and limited access to industrial and transportation infrastructure. These limitations made it challenging for Lee to fully address and overcome intelligence and logistical issues during his planning process. Lee recognized the limitations in terms of supplies, extended supply lines, and the difficulties of operating in unfamiliar territory. Lee and his staff understood that their army would have to rely on a lengthy and vulnerable supply line stretching back to Virginia, which could be impacted by weather, terrain, enemy interference, and the strain of transporting essential provisions and ammunition. Despite these challenges, Lee decided to proceed with the campaign. In retrospect, it is apparent that these logistical challenges had a significant impact on the Confederate Army's effectiveness and ability to sustain their operations during the campaign.

Several potential strategies and actions could have been considered to alleviate problems that could have been expected. Lee could have made efforts to shorten and secure his supply lines. Lee could have used several additional resources history shows that he didn’t have in planning his invasion in June 1863:

  1. Spies on the ground to reconnoiter
  2. Cavalry in his front and sides to know where the enemy was.
  3. Pontoons over the Potomac that he could get across in an emergency.
  4. Sufficient long range artillery ammunition to sustain multiple attacks in a long offensive campaign.
  5. A functioning supply line to move captured goods retrograde to any advance.
  6. Improved command and control, with sufficient staff to maintain communications with corps leaders at all times.
  7. With Stonewall Jackson’s death at Chancellorsville, Lee had two new corps commanders. The Confederate Army's command structure was dispersed, with multiple corps and divisions operating somewhat independently. This fragmentation made it challenging to consolidate and synthesize information from various sources and hindered the efficient gathering and analysis of intelligence.

Intelligence Flaws

General Lee faced challenges in obtaining accurate and timely intelligence regarding the location and movements of Major General Joseph Hooker and the Army of the Potomac. The lack of reliable intelligence about the enemy's positions and intentions affected Lee's decision-making and ability to plan his own movements effectively and placed Lee at a disadvantage. Confederate intelligence efforts were hampered by various factors including limited reconnaissance capabilities especially the absence of JEB Stuart. The combination of limited reconnaissance capabilities, dispersed command structure, Union defensive measures, communication limitations, and unfamiliar terrain contributed to the challenges faced by Lee in obtaining accurate intelligence about Hooker's army.

The ANV suffered from limited reconnaissance capabilities. The Confederate Army had limited cavalry resources for conducting reconnaissance and gathering information about the enemy. The cavalry, traditionally responsible for scouting, was stretched thin, and their ability to penetrate Union lines and gather reliable intelligence was hampered. Lee instructed Stuart to keep the Army of Northern Virginia informed of the movements and activities of the Union Army, maintain communication, and act as a screen to prevent the Union forces from gaining intelligence on Lee's own army. Lee's orders emphasized the importance of timely and accurate information. Allowing Stuart to circumnavigate the Union army rather than be his eyes and ears must rank among Lee’s greatest mistakes. Using what cavalry he had in guarding passes behind him was his second biggest mistake.

Lee had no formal intelligence service like General Sharpe and the Bureau of Military Intelligence of the Union army. The CSA had very few covert operatives in the north, as opposed to the south, where the citizens favored him. This is a bit surprising given the large number of KGC and Copperheads; but western Maryland and southern Pennsylvania were solid pro-Union, another factor Lee may have overlooked.

Operational Manifestations

The Confederate Army relied on a limited and overburdened transportation system to move men, equipment, and supplies. The lack of adequate railways and the reliance on horse-drawn wagons slowed down the movement of troops and hindered the delivery of essential provisions. Maintaining a constant supply of ammunition, weapons, and other necessary equipment was a challenge. The long supply lines made it difficult to ensure a steady flow of these vital resources to the troops on the front lines.

The Union used railroads and rivers to transport their supplies. But where Lee wanted to go strategically, behind the Blue Ridge Mountains to screen his movement, there was no railroad and no river. He had to move everything over land. So Lee employed a wagon train. Consequently, Lee had a 125-mile route for supplies to traverse to get to Gettysburg and more to Harrisburg. The massive wagon trains limited Lee’s ability to maneuver and to bring troops from the rear in case of an unexpected need, as happened on July 1. Moreover, the priority he placed on protecting them required the remaining cavalry units after Stuart left, leaving him without the necessary reconnaissance.

Either 4 horses or 6 mules pulled the supply wagons. They could carry 2000-2500 pounds but moved only at marching pace, about 3 miles per hour, and less if the roads were muddy or rocky. Lined up on a road, each wagon took up 60 feet of linear space. Lee’s trains stretched for dozens of miles. Infantry and artillery had to use the same roads as the wagons, resulting in traffic jams and delays. The administration of the order of march to prevent pile-ups at crossroads was labor intensive.

Wagon trains moved at a relatively slow pace compared to other means of transportation, such as railways. This hindered the army's ability to swiftly maneuver and respond to changing circumstances on the battlefield. Long wagon trains stretched over a significant distance and were vulnerable to attacks from enemy forces. Union cavalry units often targeted these trains, aiming to disrupt supply lines and inflict damage on the Confederates. Wagon trains had a limited capacity, both in terms of the amount of supplies they could carry and the number of troops they could transport. This constrained the amount of provisions and equipment that could be transported to the front lines, potentially leading to shortages.

Animals need to be cared for, fed, and rested, which added to the logistical burden and increased the strain on resources. The animals themselves required massive forage. Mules needed 9 pounds of grain 10 of fodder and 12 gallons of water daily; horses needed 14 pounds, 14 pounds and 10 gallons respectively. They needed horseshoes, and men to apply them. The waste disposal problem is mind- boggling: every day, a single animal produced 10 pounds of manure and 2 gallons of urine. Unless animals are optimally cared for, they can’t burden the loads; they move more slowly and carry less until they break down and the army is immobile.

Wagons, like all vehicles, required regular maintenance and repairs. This included fixing damaged wagons, replacing worn-out wheels, and addressing other mechanical issues. Finding the necessary resources and skilled personnel for these tasks added to the logistical challenges.

Lined up on a road, each wagon took up 60 feet of linear space. Lee’s trains stretched for dozens of miles. Infantry and artillery had to use the same roads as the wagons, resulting in traffic jams and delays. The administration of the order of march to prevent pile ups at crossroads was labor intensive.

This was a logistics nightmare. It would directly impact when Longstreet would reach the field, what weapons and armaments would be available, coordination of the 3 corps in battle and of course, the ultimate retreat after the battle. And the fact is, Lee lost this critical battle for precisely these reasons. The logistical limitations faced by Lee's army had a significant impact on their arrival and readiness on the field at Gettysburg. Reliance on slow-moving wagon trains caused delays in the arrival of Lee's troops. The stretched supply lines and the need to coordinate the movements of dispersed units slowed their progress, affecting their timely arrival at the battlefield.

Battlefield Impact

The extended marches and inadequate provisions necessitating foraging combined with the strain of traffic jams and slow movement, took a toll on the Confederate soldiers. Many suffered from fatigue, diminishing their physical condition and overall readiness for battle. Additionally, some soldiers straggled or fell behind due to exhaustion or the inability to keep up with the army's pace. Many Confederate soldiers were sleep deprived and fatigued when they reached the battlefield after night and forced marches, diminishing their overall effectiveness.

July 1. Major General Henry Heth commanded a brigade under AP Hill. He is traditionally assigned blame for unintentionally commencing the Battle of Gettysburg. He did send half of his division toward the town; he later claimed that he was looking for supplies, including shoes. He apparently did not know that Early’s division had been through the village a few days previously, and any supplies were long gone. On June 30th he encountered mild resistance on the road but it was thought to be a volunteer militia, not regular army. This lack of intelligence would be the real reason the battle would start.

On the morning of July 1, Heth’s division marched down the Chambersburg Pike to perform a reconnaissance-in-force. At about 7:30 am 3 miles outside of town near the McPherson barn, the first shots of the battle were fired. The order of march was not the one a commander would choose if a battle was imminent. Pettigrew deployed his men without cavalry in front; there were no pickets and no vedettes and in fact the first enemy he ran into were Union vedettes. The front of the line was Pegram’s artillery, followed by Archer and Davis’ infantry brigades.

Lee's army was spread out over a significant distance due to the wide deployment of his troops during the march north, from south of Cashtown to Harrisburg. This dispersal made coordination and concentration of forces more challenging, impacting their ability to concentrate their strength. The splitting of the ANV during the march north meant piecemeal arrival of Confederate troops on the battlefield, which affected the initial coordination of Lee's forces. This resulted in a fragmented Confederate attack on the first day of the battle, as units arrived at different times and were not able to coordinate their efforts effectively. The arrival of troops at unplanned times and locations posed challenges to the reinforcement and maneuverability of troops, resulting in a hindering to exploit opportunities and limiting the flexibility of his response to Union movements. These issues were most apparent when General Ewell concluded that he lacked the resources (manpower and supplies) to attempt an attack on Culp’s Hill in the late afternoon.

July 2. Improved transportation and supply arrangements could have allowed General James Longstreet's troops to position themselves more swiftly on July 2. Improved communications would have facilitated better coordination between Longstreet and Ewell. Better communication with his division commanders could have expedited the movement of troops and improved the response to General Sickles’ unwise move to the Peach Orchard.

Adequate logistical support would have facilitated the swift movement of wagons and artillery pieces, enabling them to reach positions in a timelier manner. Had coordinated attacks been organized, the battles in the Wheatfield and Little Round Top might have gone differently.

More effective reconnaissance and intelligence operations would have provided Longstreet with timely and accurate information about the enemy's positions, enabling him to make more informed decisions regarding the deployment of his troops, especially the fact that Little Round Top was occupied by Union forces.

July 3. The supply problems and logistical challenges faced by the Confederate Army had significant repercussions for Pickett's Charge. The movement of the ANV away from its railroads to create a screen with the mountains also caused the loss of the capacity to replenish its long-range artillery ammunition.Recognizing the limited transportation capacity imposed by a wagon train, compromises were necessary regarding the amount of artillery ammunition that could move with the army. The long-range artillery necessary to support offensive action was different from the canister and grapeshot used in defensive battles. Since Lee had no idea what the nature of the battle would be, he brought some of each, but this proved to be insufficient. Lee did order delivery of additional artillery ammunition with the Ordinance department as he moved farther north, but it never arrived. Consequently, the Confederate forces were unable to provide adequate artillery support for Pickett's Charge. The lack of artillery firepower weakened the overall impact of the assault and increased the vulnerability of the advancing Confederates.

The Bormann fuses used by the Confederate Army during Pickett's Charge were also a significant issue that further exacerbated the challenges they faced. The fuses were designed to control the timing of the explosion of artillery shells, and their malfunction or improper functioning had detrimental effects. The origin of the logistical fuse problem was an explosion and fire at the Richmond arsenal on Brown’s Island on March 13, 1863. The explosion resulted temporarily in ordnance supplies originating from Selma and Charleston. These fuses were designed with a resin filler that made them explode about 1 second later than those manufactured in Richmond. This filler softened and mixed with the powder in humid warm weather such as that in the first days of July, causing longer burning fuses and non-detonating shells. These "new" fuses burned slightly slower than what the artillerists were accustomed to.

The CSA artillerymen had no forewarning that there was a difference in these fuses that would make them burn longer than a fuse of the same length coming out of Richmond.

Consequently, in many instances fuses malfunctioning or burning at an unpredictable rate were noted. This meant that some shells exploded too late, reducing their effectiveness and impacting the intended timing of the artillery barrage preceding the charge. The inferiority of the Bormann fuse combined with the intentional overhead trajectory led to the inefficiency of the artillery. If firing overhead and the fuse explosion is delayed by a second, it will not explode until it has gone past the target.

What do you think of the Challenges of the Army of Northern Virginia in the Gettysburg Campaign? Let us know below.

Now, if you missed it, read Lloyd’s piece on how the Confederacy funded its war effort here.

Suggested Reading

  • Brown, Kent Masterson. Retreat from Gettysburg: Lee, Logistics, and the Pennsylvania Campaign. Univ of North Carolina Press, 2005.
  • Wittenberg, Eric J and Petruzzi, J David. Plenty of Blame to Go Around: Jeb Stuart's Controversial Ride to Gettysburg. Savas Beatie, 2006.
  • Coddington, Edwin. The Gettysburg Campaign.Morningside Bookshop, 1979.
  • Sears, Steven W. Gettysburg. Mariner Books, 2004.
  • Woodruff, Joshua D. The Impact of Logistics on General Robert E. Lee at Gettysburg. https://apps.dtic.mil/sti/citations/AD1083715.
  • Hartwig, D Scott. The Army of Northern Virginia and the Gettysburg Campaign. 2010 Gettysburg Seminar. Pages 40 – 65. chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/http://npshistory.com/series/symposia/gettysburg_seminars/13/essay3.pdf
  • https://www.davidrumsey.com/luna/servlet/workspace/handleMediaPlayer?qvq=&trs=&mi=&lunaMediaId=RUMSEY~8~1~26945~1100244
  • https://www.historynet.com/were-maps-lees-real-enemy-at-gettysburg/
  • Klein LW. Why Pickett’s Charge Failed. The Civil War Center. https://thecivilwarcenter.com/2022/06/29/why-picketts-charge-failed-analysis-and-significance/

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The origins of the 1918-19 German Revolution, or the November Revolution, can be traced back to the face of hubris of the German hereditary system: Wilhelm II. A fierce arms race with Britain covered in German chauvinism threatened the might of the Royal Navy and escalated World War One into the global conflict that it was, whilst defeat in the Great War divided the Kaiser’s subjects. Plagued with mutinies and insubordination, contrasting with the pride of soldiers spouting the stab in the back myth, the First World War provided an intense battleground for an intense battle between democracy and autocracy that fundamentally transformed the German political society.

Tom Cowling explains.

Leftist soldiers during fighting in the Berlin City Palace in 1918 as part of the German Revolution. Source: Bundesarchiv, Bild 146-1976-067-30A / CC-BY-SA 3.0, available here.

World War One

Armed with 5 naval laws aimed at threatening British dominance of the seas, the Kaiser and his court were gearing up for war. Totalling hundreds of new ships, and an increase of 136,000 in the army in 1912 (1), the naval laws forced Britain and her allies into creating formal alliances in the face of German hostility. Britain had alliances with Japan, Russia, and France. War was inevitable. Victories in the east against a flailing Russian Empire proved irrelevant by the time the American Expeditionary Forces landed in Europe. With hundreds of thousands of men entering Europe each month from the US, the German army was simply awaiting its fate. On the domestic front, the origins of a revolutionary movement were brewing as it became evident that this war was one of imperialism, with Germany occupying vast swathes of Eastern Europe. A split in the SPD, which had initially supported the war effort, saw the establishment of the Independent Socialists, fundamentally opposed to war. Led by the far-left Spartacists, there was a wave of strikes in January 1918, forcing a declaration of martial law (1). The age of insubordination had begun, and a fierce sense of chaos had swept across Germany.

At President Wilson’s indirect request, Germany made itself a constitutional monarchy and kickstarted the Revolution from Above. Governmental positions were granted to members of the Reichstag rather than the Kaiser’s comrades (1). The chancellor was made responsible to the Reichstag, whilst war could not be declared without parliament’s approval (1). His abdication came in November, at the insistence of Wilson’s men (1). The empire had shifted from a feared titan in Europe to a republic at the mercy of democracy. Friedrich Ebert, moderate SPD politician, was named chancellor (1). Wilson and his 14 points had established upheaval in Germany.

The start

Indiscipline marked the beginning of the Revolution from below; the new republic’s first threat to its existence. The left had an insatiable appetite for dictatorship, authoritarianism and control – the gravity of the situation was profound. Orders for an arrogant, and unwinnable, attack on the Royal Navy inevitably culminated in mutinies, which spread unstoppably to numerous ports on the Baltic Sea. With the military refusing to accept orders of the state, revolution was imminent. Communists seized power in Bavaria and workers’ councils snatched control of fourteen cities within days (2). Germany was on the brink of collapse, and submission to the left. Masses gathered in the capital as Karl Liebknecht, a key antagonist of democracy and prominent figure in the Spartacist League, stood on the Reichstag balcony and unabashedly called for a socialist republic (2). In a flurry of panic, the Freikorps, a paramilitary group of veterans desensitised by the experiences of war with loyalties firmly resting on the Kaiser, were sent in by Ebert to quell such left-wing dissent (1). Spartacist leaders Rosa Luxemburg and Karl Liebknecht were executed for their revolutionary crimes (2). Their revolution had failed completely to build up the necessary foundations of an undemocratic, communist system. But efforts to change Germany into the ultra-democratic state it existed under in the Weimar Republic were successful enough that the political, governmental and constitutional framework of Germany was revolutionised following the events of 1918.

Success or failure?

From a Marxist perspective, the revolution was an abject failure. Capitalist institutions remained firmly in place, and the bourgeois tendencies of the army raged on. Democracy was entrenched in the new Weimar constitution, with proportional representation and universal suffrage (1). The results of 1918 were a far cry from Marx’s ideal of a ‘dictatorship of the proletariat’. Germany was well and truly a liberal state with institutional rejection of communist beliefs. Capitalism was central to the workings of Weimar democracy, with unions making agreements with industrialists not to cause disruption to production – the German workers were barred from seizing the means of production. Industrialists such as Hugo Stinnes presided over a huge amount of German industrial production in the new Germany, much to the dismay of Marxists. To the far-left in Germany, the events of 1918 served only to be scorned at as useless incremental change.

To the social democrats amongst the left in Germany, the revolution and its impact was a resounding success. They had swept away an antiquated system that kept people under the thumb of the monarch, and truly suppressed the will of the people that social democracy so desires. The left, in the form of the SPD, had power, with Ebert as chancellor, and the political extremes had been dealt with. The military system in Germany was committed to upholding democracy, having made deals with Ebert in return for the suppression of violent, extremist uprisings. The Freikorps were a reliable group to counteract left-wing rebellions, albeit through near insanity, but they would never let Germany fall to the communists, as they proved in the crushing of the rebellion that they contributed so significantly to. Democrats across Germany were undoubtedly intoxicated by the newfound democracy the new republic had in such abundance.

The right was naturally infuriated by the news of political change. The conservative doctrine couldn’t accept such sweeping changes, and such a rejection of ‘stability’. They had lost their deity in the form of the emperor, and had surrendered control and power to their natural enemy in the form of the centre-left. Despite this attack on the conservative order in Germany, they begrudgingly accepted the new political framework. They were protected from democratization of the army (1) which meant the most adored, to conservatives, institution was left alone from the transformation underwent in 1918. In spite of the rejection of nationalism by the new government, and the armistice, the conservative right more or less accepted the position they found themselves in.

Conclusion

To many aligning themselves with the political extremes, the revolution was something to look upon with great disdain. Marxists and conservatives alike were sworn enemies of democracy, and both looked upon the revolution as a ‘failure’. But the democrats won. They won democracy and they won freedom from the Kaiser, whilst winning power. To them, the revolution was a blessing, and saw them get what they wanted. As Marxists didn’t get enough change, and conservatives got far too much, social democrats in Germany were granted their wish of democracy and accountability as a direct result of the 1918 revolution.

What do you think of the 1918 German Revolution? Let us know below.

Bibliography

  1. Kitchen, M. (2006) A History of Modern Germany 1800-2000. Oxford: Blackwell Publishing
  2. Sewell, R. (2018) The German Revolution of 1918, In Defence of Marxism. Available at: https://www.marxist.com/the-german-revolution-of-1918.htm (Accessed: 24 July 2023)

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The Trans-Siberian railway was an 8,400km track that was built upon the desire to unite Russia under a single culture and to strengthen the autocratic rule of the Tsar. The idea of building a railway into Siberia was toyed with in the mid-1870s, mainly proposing short routes into Siberia. The Russo-Turkish War put a halt on the development of any railways as funding was diverted to the war effort. Then 10 years later and after the finances of Russia had recovered from the war, discussions had returned. The proposed ideas however were much grander; a train route spanning the entire continent connecting east to west. This was fueled by a new director and the Tsar’s desire to make sure his autocratic rule reached every corner of his empire. This led to the idea of the Trans-Siberian railway coming to fruition.

Kyle Brett explains.

Construction work on the Eastern Siberian Railway near Khabarovsk, circa 1895.

Origins of the Idea for a Railway

The idea of a railway connecting East and West Russia was proposed in the 1870s to connect Siberia to European Russia. This idea was proposed by an American entrepreneur Perry McDonough Collins, to the Minister of Transport Communications, Konstantin Nikolayevich Posyet. Collins wanted to connect America to Russia via telegraph and proposed a route to do that to Posyet. Posyet liked this idea as he was ambitious to develop the far east, but the state had neither the finances nor the infrastructure to facilitate this project.

The Russian state in the latter half of the 1870s decided that the minerals and political benefits of building a railway into Siberia were beneficial and had decided on a short route from Nizhny Novgorod to Tyumen. Posyet had originally proposed a similar length railway to the north and saw this as the Russian state disregarding his position as Minister of Transportation. None of this would matter in the end because of the outbreak of the Russo-Turkish War in 1877 which shut down all state-sponsored railways. The state diverted a majority of its finances to the war effort, which left Posyet with the satisfaction of not having to build the railway he disagreed with. The unfortunate side effect of this war was that the war spending combined with the poor harvests in the early 1880s hurt the Russian ruble delaying discussions about a Trans-Siberian Railway until 1884.

In 1881 Alexander III would take power from his father Alexander II after he was assassinated by a socialist terrorist group. His father had passed many radically liberal laws and that had made him a target. Alexander III would spend his time as Tsar undoing many of these liberal reforms and reestablishing Autocratic rule over Russia. One of his main focuses was on Siberia and how he could unite and spread Russification and Autocratic rule throughout Russia. Upon hearing Posyet’s proposal for a Trans-Siberian railway stretching from Samara to Vladivostok he decided that was the best way to accomplish his goals.

The Borki Train Disaster

On October 29, 1888, Alexander III and his family were traveling on the Kursk–Kharkov mainline from Crimea to St. Petersburg when a combination of speeding and faulty track line caused the train to derail from the track at a high speed. After the dust had settled Alexander saw that his family was trapped under the collapsed roof of his dining car. He lifted the collapsed roof of his train car allowing his family to escape with none of them injured. In total around 20 people died and around 15 more were injured in the derailment. The trauma from this crash is what caused Alexander’s kidney failure and his eventual death.

The blame for the crash did not go to the railway manager Sergei Witte, but rather to the Russian government. Alexander wanted to close this case as quickly as possible, and this led to Posyet stepping down from his position as Transportation Manager. The man to replace him would be Sergei Witte. Imperial officials had chastised him prior to the crash, telling him that only the lines he manages are slow and all the other lines run at express speed. His response was he would prefer to not bash in the head of the emperor by increasing the speed of his rail lines. This interaction is why he was chosen to replace Posyet as Minister of Transportation.

The Project Begins

In March 1891 the Russian government announced its plan to build a railway that spanned all of Siberia. They broke ground in Vladivostok a few months later and the building of the railway was underway. The head of the project was Sergei Witte who in the years after the Borki Train disaster had risen in popularity in the government, moving his way up the chain of command. In 1892 he was selected to become the Minister of Finance, on top of being the Minister of Transportation. He would use these positions of power to turn the clunky and slow bureaucracy of the Russian government into a well-oiled machine.

His first order of business was to create the Committee for the Siberian Railroad. This committee was created with one goal in mind; to fast-track decisions that would have been slowed by the clunky bureaucracy. It would accomplish these goals by getting approval from a higher power, like the Tsar, and would then go around local administrators to keep the project moving. This ensured that the project would be kept going at a steady pace.

Witte, as Finance Minister, also had a great way to finance the building of the railway; he could raise taxes as high as the project demanded. As a result, he neglected his position as finance minister, disregarding complaints, and concerns from the peasantry as he was laser-focused on building the railway. Alexander would also turn a blind eye to these affairs as Witte got results which were good enough for him to not intervene.

The Material Cost of the Largest Railway

The Committee for the Siberian Railway had a massive challenge in solving the problem of how to get this immense amount of materials to the far reaches of Siberia. Their solution was to utilize rivers to Transport the materials to the building sites. Many of the rivers would not support the size of the boats used to move the materials. The Committee decided that the rivers were to be widened and strengthened to accommodate these boats. There was a lot of special attention placed upon Lake Baikal because of its immense size, being the deepest lake in the world, and because it would also be used to Transport materials in the near future. They surveyed weather conditions, all the port facilities on the lake, and how the ice formed on the lake to better understand how to utilize the lake for material Transportation.

Production of the railway parts was originally to be done in Siberia for convenience. Witte soon discovered that Siberia had nowhere enough infrastructure to accommodate a project of that size. The production was outsourced to Western Russia, the UK, and Poland. This meant that it took longer for the materials to arrive at the rail lines as they had to travel as far as the UK to make it into deep Siberia.

The Labor committed to the project was also quite immense, estimated by the Committee for the Siberian Railway at anywhere between 57,000 to 80,000 workers that migrated to Siberia to assist in the building. Much of the labor was from Russia, but some of it came from China. There was a good amount of convict labor utilized as well. These convicts were not treated fairly, however, and would be harassed by their leaders routinely. As for bad conditions, many of the laborers would sleep on the cold ground right up until the ground would freeze. Then when it got too cold the Committee would send people out to build mud huts for people to live in. This, as one can imagine, led to many deaths from the harsh elements. It also made it hard for laborers to do complex tasks like building bridges and utilizing dynamite to make way for tracks to be placed.

The Final Stretch

Through all the harsh conditions by 1898, the track was mostly complete. The track began in Moscow, ran to Lake Baikal then a 4-hour ferry ride across the Lake to the next station which was in Ulan-Ude. From here the train went straight through Chinese Manchuria to Vladivostok. To solve the problem of the rail line going through China a different route from Ulan-Ude to Vladivostok was built along the Amur River. This rail line did not leave Russian territory and allowed for passage to Vladivostok without the need of entering Chinese territory in the event of a territory dispute. The desire to keep the railway in Russia resulted in the Amur River route being completed in 1904.

Then in 1904 development of the Railway would hasten with the outbreak of the Russo-Japanese War. The Circum Baikal route around the lake was still being brainstormed, some ideas had been played around with getting around the treacherous terrain that surrounds the lake, but nothing definitive had come to fruition. With the outbreak of the war, the need to utilize the railway to move troops and supplies around lake Baikal became apparent. The only way to circumnavigate the lake was with 2 steam ships that took 4 hours to cross Lake Baikal. However, the 2 steamships, one a freight car hauler and one a passenger vessel, were not enough to accommodate the large amount of movement needed to move an army across Russia. The ships were also stuck when the water froze over, rendering them useless. Some solutions to this problem were presented, the most popular being sledges that towed supplies to the Ulan-Ude station on the other side of the lake. There were attempts to build a track straight on the ice, but the first attempt to put a locomotive on the ice caused it to go straight through, plunging into the depths of the lake. This further reinforced sledges as the solution to the problem.

The terrain on the shores of Lake Baikal was treacherous to build a track onto. It was rocky and rigid and had cliffs that were very dangerous to work on. The original plan was to make tunnels through the rocks to the other side, but when it was decided it would take around 30 tunnels to have a place to lay track it was decided that the track would be built along the shore. To make enough progress to lay track along the rocky terrain in one day it took an entire cart of dynamite. This ground down progress to an extremely slow pace, even with the hastening of progress from the Russo-Japanese War. The track, however, was eventually completed in 1905, finally connecting East and West Russia and completing the largest Railway in the world.

What do you think of the Trans-Siberian Railway? Let us know below.

Sources

Marks, Steven G. Road to power: The Trans-Siberian railroad and the colonization of Asian Russia: 1850-1917. Cornell University Press, 1991.

Tupper, Harmon. To the Great Ocean: Siberia and the Trans-Siberian railway. Brown & Company, 1965.

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The June 1876 The Battle of the Little Bighorn, or the Battle of the Greasy Grass, featured Custer’s Last Stand. Its as a battle between the Plains Indians and the US Army. Here, Richard Bluttal considers how history has viewed the battle - and how it is viewed today.

Custer's Last Stand by Edgar Samuel Paxson, 1899.

Every June Enos Poor Bear Jr. traveled from his home in Martin, S.D., to a wind-swept promenade in southeastern Montana to pay homage to his forebears who fought in one of the seminal battles of the American West.

In June 2003, Mr. Poor Bear, a Lakota Sioux, walked past all the tourists who inevitably congregated at a white obelisk marking the site where Lt. Col. George Armstrong Custer and members of his 7th Calvary died in the battle. He and his friends, instead, stopped down the slope, where they prayed , performed cleansing rituals, and turned their heads away from the battle reenactments occurring in the distance. On this warm Wednesday afternoon in 2003, Poor Bear and hundreds of other native Americans no longer had to celebrate one of the great military triumphs ever achieved on US soil from the relative shadows. A Native American Memorial commemorated the sacrifice of the Arikara, Apsaalooke (Crow), Arapaho, Cheyenne, and Oyate (Lakota Sioux) tribes in the Battle of the Little Bighorn as they fought to protect their diverse values and traditional way of life. The theme of the memorial, "Peace Through Unity", carried the commemoration further by acknowledging the need for cooperation both among Native American tribes and between tribal governments and the federal government. The relevancy and significance is further highlighted when one considers it is the only memorial to the Native American experience mandated by Congress and constructed with federal funds.

Why would federal funding or any funding be used to construct a monument where Lieutenant Colonel George Armstrong Custer and more than 200 men from five companies of the Seventh infantry cavalry heroically died on June 25, 1876, in a sneak attack by Native Americans in what’s now Montana.

Monuments

During much of the 20th century, the lion's share of public education at the battlefield focused on the movements of the cavalry, treating Native Americans as nearly invisible. Indeed, with no significant markers to call their own, many Native Americans have felt oddly out of place, even here. The worst indignity, they say, was having to pray all these years in the shrine erected to Custer and his men.

Slowly, public attitudes about how history should be presented here have evolved. In 1991, the name was changed from "Custer Battlefield" to the more neutral Little Bighorn Battlefield. Also, in addition to the white headstones marking where soldiers fell, a smattering of red granite headstones have appeared to commemorate specific warriors who died. Now native Americans have their own dedicated piece of hallowed ground.

There seems to be more to the background story of the Battle at the Little Big Horn. People are just beginning to see that it isn’t just this black-and-white, ‘cowboys versus Indians’ theme, and that’s the way that it’s been portrayed in popular culture and Westerns,” says Mandy Van Heuvelen, a South Dakota native and enrolled member of the Cheyenne River Sioux Tribe who is a project manager at the Smithsonian’s Anacostia Community Museum. Traditionally, the Native American side of the Battle of Little Bighorn has been passed down through families; she learned from her grandfather that his grandmother witnessed the battle. “Maybe we shouldn’t hold [Custer] on as high of a pedestal as we have,” she says. “It’s important to understand the history from multiple points of view than we were taught in school.”

Not so simple

Students still tend to learn about Custer dying bravely during battle, for example, but not about the bravery of the Native Americans who defended themselves against settlers of European descent who were there illegally. What doesn’t fit neatly into the Custer story of the popular imagination is the 1868 Treaty of Laramie, which had given the area where the battle took place to Lakota. To some historians, the Battle of the Little Bighorn happened because the Second Treaty of Fort Laramie, in which the U.S. government guaranteed to the Lakota and Dakota (Yankton) as well as the Arapaho exclusive possession of the Dakota Territory west of the Missouri River, had been broke. Custer was tasked with relocating all Native Americans in the area to reservations by January 31, 1876. Any person who didn’t comply would be considered hostile .Controversy over possession of the lands known as the Black Hills, and the second 1868 Treaty of Fort Laramie were critical factors that pitted Plains Indians tribes against the US. federal government. The refusal of Lakota and Cheyenne tribes to live confined within the boundaries of Native American reservations led to the U.S. government's decision to seize the Black Hills and force the Native American tribes onto reservations. In school we rarely learnt about the Battle of the Washita, which took place eight years before Little Bighorn and in which Custer led an attack on a village of mostly Southern Cheyenne people and rounded up women and children as prisoners.

In 1873, Custer faced a group of attacking Lakota at the Northern Pacific Railroad Survey at Yellowstone. It was his first encounter with Lakota leaders Sitting Bull and Crazy Horse, but it wouldn’t be his last. Little did Custer know at the time the two Indigenous leaders would play a role in his death a few years later.

In 1874, an Army expedition led by Lt. Col. George Armstrong Custer found gold in the Black Hills, in present-day South Dakota. Once gold was discovered in the Black Hills area where the battle occurred, settlers and miners flocked to the area. At the time, the United States recognized the hills as property of the Sioux Nation. The Grant administration tried to buy the hills, but the Sioux, considered them sacred lands.

Why was the Battle of Little Bighorn significant?

It was a huge victory for the Plains Indians over the U.S. military, but it also spelled the eventual doom of the Native Americans because it ensured retaliation by the U.S. Army. It was both the high point and the beginning of the end to the freedom of the Lakota and Cheyenne tribes.

In hindsight, the Battle of the Little Bighorn has come to symbolize an inevitable clash between two irreconcilably different cultures: the buffalo-hunting, mobile culture of the Northern Plains tribes, and the sedentary, agriculture-based culture of the U.S. settlers. This battle was not an isolated confrontation, but part of a protracted series of skirmishes between settlers and U.S. officials on the one hand, and Lakota and Cheyenne Native Americans on the other.

What do you think of the Battle of the Little Bighorn? Let us know below.

Now read Richard’s series of articles on trauma and medicine during war, starting with the American Revolution here.

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The American and the French Revolutions were similar conflicts in some wats. However, the American Revolution is considered more successful in outcome than that of the French. In this article, Avery Scott breaks down the differences between the two revolutions and some of the reasons in which the American was more successful than the French.

French Revolution figure Maximilien de Robespierre. By Pierre-Roch Vigneron.

The American and the French Revolutions were similar conflicts in some wats. However, the American Revolution is considered more successful in outcome than that of the French. In this article, Avery Scott breaks down the differences between the two revolutions and some of the reasons in which the American was more successful than the French.

The American Revolution was fought from the years of 1775 to 1783. Primarily, tension rose over the representation of colonist in taxation legislation. Colonist rallied behind the banner of “no taxation without representation.” Colonist were not only angry at the lack of representation in taxation, but the governments lack of concern to their genuine grievances. The conflict erupted in the Battles of Lexington and Concord and ended with the surrender of Cornwallis at Yorktown and the successive Treaty of Paris.

The French Revolution began in 1789, with storming of the Bastille prison, and ended in 1799 with the overthrow of the Directory. The Directory was replaced by the French Consulate with Napoleon as first consul. Revolution occurred in French for a variety of reasons such as a weak economy, food shortages, unfair taxation, and a general discontent with the monarch King Louis XVI and his spendthrift wife, Queen Marie Antoinette.

The two revolutions were similar in principle, as they were both fought to free the individual from the authoritative rule of a monarch. But they differed drastically in execution and outcome. The American Revolution was a traditional war under the control of Congress and General George Washington. Ultimately this victory led to a new nation, and a democratic republic that stands to this day. Conversely, the French Revolution was largely unsuccessful in its goal of removing a single monarch from power, as it led to Napoleon Bonaparte, an authoritative leader, rising to the status of Emperor. The revolution did spark a variety of productive social and economic changes, but this is a small consolation for the wanton bloodshed of innocent lives.

There are two key reasons that the French Revolution was less successful in the end goal than the American Revolution was.

Leadership

At the time of revolution, American colonists were accustomed to their system of government in which states held primary governing control and were only loosely banded together by a “federal” government. Prior to independence, this came in the form of Parliament (and the King). After independence it took the form of congress and General George Washington under the guiding principles of the Articles of Confederation. This was advantageous for the colonist, and the war, because it ensured they would not descend into mob rule when there was no longer a monarch or royal government in leadership. The lives of citizens would change little once a new, non-royal, governor was elected. The governor would, in conjunction with the state legislature, continue to run the state.

The French struggled to maintain order during the revolution as they had no leadership structure outside of the monarch and his appointed officials. They were accustomed to monarchial rule, and therefore had no plans in place to take control when he was removed. This led to mobs sending despotic leaders into power that would steer the country toward violence and/or personal agendas. Because of this, few leaders retained power for any significant period, and each leader rose to power with a different strategic goal. Leaders’ ideology varied from that of Lafayette to Maximilien Robespierre and everything in-between. Often when a new leader was appointed, a new government was created (i.e., National Assembly, Committee of Public Safety, Directory). This constant turnover made governing very difficult and led to unproductive governments that were not accomplishing the will of the people. The lack of results led to frustration at the government. Then the frustration displayed itself in violent mobs that would often initiate an overthrow of the government – thus starting the process over. To make matters worse, the military was little use in maintaining order as they were frequently apart of the mob and used their weapons against anyone trying to stop them.

Scope

The second major difference in the two was the scope of the revolution itself. The American Revolution sought to separate the colonies from Britain and British rule. Americans wanted to rule themselves, tax themselves, and be free to conduct their personal and business lives without interference from the crown. However, Americans did not desire to change large portions of their laws or culture after independence. Therefore, much of this was left untouched - creating continuity between the two governments. It was not until the ratification of the constitution and the ascension of Washington to the presidency that a truly new form of government was established. However, even though the idea of a democratically elected president was radical, many similarities can be drawn between the British monarch and the American president of the eighteenth century.

The French were much more radical in their revolutionary aims. The sough to rewrite their country and culture from the ground up. Changes to religion, social status, taxation, war, education, politics, business, economy and voting rights were all key issues to the French. While many of these issues are important and needed to be in both countries, the breadth of issues made it difficult for the various French leaders to make any headway. Again, leading to frustration at the leaders and mob uprisings. Eventually the number of issues faced by the country would lead to Napoleon taking absolutist control of France, thus reversing the gains made by the revolution.

Conclusion

The American and French Revolution both achieved different goals at the official end of their conflicts. The American Revolution was very successful in resolving many of the problems that it set out to remedy. In contrast, the French Revolution was less successful in its resolving many of the initial goals. However, there were important changes that arose during the decade of hostilities that likely would not have occurred without the revolution. Because of this, I do not feel that either conflict was a failure. Rather, the revolution was a catalyst for years of change that would occur throughout the 19th century leading to the changes that were desired in 1789.

What do think of the differences between the American and French Revolutions? Let us know below.

Now read Avery’s article on John Adams here.

References

Lafayette by Harlow Giles Unger

Napoleon: A Life by Andrew Roberts

The Last King of America by Andrew Roberts

Washington by Ron Chernow

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The stagecoach is one of the most recognizable symbols of the American West. As America expanded westward, this simple wagon would evolve into an organized system of public transportation that would open up the west to thousands of people. This iconic symbol would begin to transport not only people but also large amounts of cash, gold and silver. As this form of transportation grew more popular, so did the knowledge of its precious cargo. Lawless bandits would begin to seek out these stagecoaches loaded with treasure in hopes of getting rich.

Jerad Huskins explains.

A picture of a Kinnear Express stagecoach . This operated from Tombstone, Arizona to Bisbee, Arizona in the 1880s.

The stagecoach travel system allowed for riders to pay a private company a fee to travel a specific distance, while stopping at “stage stations” every fifteen miles or so to attach fresh horses. This allowed riders to cover more miles in a day at a faster pace. It was not uncommon for a stagecoach to cover up to 100 miles in a single day. The stagecoach was typically pulled by four or six horses. Different designs were built to carry between six and later on even up to twenty people. It was usually a cramp and uncomfortable ride. However, stagecoaches still remained the primary form of transportation to remote towns in the old west.

Businesses began competing to transport people, mail and most notably, large amounts of money and precious metals. It did not take long for stagecoaches to become popular targets for bandits. For these outlaws robbing a stagecoach was like shooting fish in a barrel, as it was easy money for these criminals. Bandits would research the coaches’ travel patterns and simply pick the most advantageous spots to ambush their prey. As the act of robbing stagecoaches became more prevalent, stagecoach businesses began devising ways to protect their property. The first step in improving security was placing guards armed with shotguns riding beside the stagecoach driver. Though not called “riding shotgun” at the time, this is where the saying would derive from.

The Monitor

With the discovery of gold in the American West and the massive migration that would follow, stagecoach robberies began to rise in the 1850s. As the cargo became more valuable, the tactics became more violent. Along with the robberies, murder would take place. In 1878 a company called the Cheyenne and Black Hills Stage Company would take securing their cargo to the extreme. They would construct a wagon fit for war. They would call it the Monitor. It would be named after the ironclad ship the U.S.S. Monitor that fought in the Civil War. This stagecoach would earn its name by its 5/16 inch iron plates mounted on the sides of the coach. The coach would also be fitted with shoot through rifle ports and its own makeshift storage safe bolted to the floor.

The Monitor would be used to make “treasure runs” through the Black Hills for the Homestake Mining Company. One such run would take place on September 26, 1878 heading from Deadwood, South Dakota to Cheyenne, Wyoming. The armored stagecoach would be carrying just over $27,000 in gold and currency. It is estimated this payload today would be worth close to 2 million dollars. Regular passengers were not allowed to ride with such valuable cargo. Extra armed guards called “messengers” would fill the cabin. Even with some considering the Monitor impossible of being robbed, there would be those willing to sacrifice everything in an attempt to steal its riches. A gang of bandits would formulate a plot to hijack this iron beast.

Two men by the names of Cornelius Donahue and Charles Carey would be the masterminds in charge of a gang numbering between five to ten men. Donahue was nicknamed “Lame Johnny”, due to a limp in his walk, some believed caused by contracting polio as a child. Lame Johnny was a career horse thief living in the Black Hills. He had previously worked for the Homestake Mine Company as a bookkeeper. This was a short-lived attempt at conducting an honest living, before returning to the life of an outlaw. The job would allow Johnny an inside track on how Homestake’s shipments would operate. Charles Carey was a former military scout turned bandit. Both were looking to cash in on the valuable cargo hidden within the steel belly of the Monitor.

The gang decided to pull the job at a station in Canyon Springs, Wyoming. The men knew the coach would be arriving at 3 o’clock to swap out for fresh horses. The bandits arrived early and over took the station by locking the station employee in a closet. They set up for their ambush and waited. As the Monitor pulled into the station on schedule, it waited for assistance to begin trading out horses. This process usually took less than ten minutes. When no one came out to greet the ironclad coach, a few men got down to see what was causing the delay. This is when the gang opened fire on the Monitor and its passengers. The messengers from the Monitor realizing they were being hijacked would return fire. A gun fight would ensue. Men from both sides would be mortally wounded. The passengers of the Monitor would evacuate the stagecoach and run to the surrounding treeline. The gang of outlaws would raid the Monitor, breaking into the lockbox rather speedily considering its magnitude. Once in possession of the valuables, the gang made their escape.

The story of the robbery would spread quickly. A reward would be placed on the bandits and the stolen loot. Both lawmen and vigilantes went on the lookout for the outlaws. As the law started to put the squeeze on known bandits in the surrounding areas, and being “there is no honor among thieves”, police began getting information on who was involved. Two of the bandits would be found dead from gunshot wounds suffered in the fire fight along with a portion of the treasure taken from the Monitor. Lame Johnny would soon be arrested in Nebraska and transported back to Deadwood for trial. He would never make it. On his way to Deadwood Lame Johnny would be intercepted by a posse of vigilantes. Johnny would be found a few days later hanging next to a creek still wearing his shackles. Charles Carey would suffer the same fate. He would be apprehended by vigilantes and be executed by hanging at the Jenny Stockade in Wyoming.

Stolen cargo

Once the bandits were captured and executed, law officers began tallying the stolen cargo. Sources claim that only around sixty percent of the Monitors cargo would be found, with a large amount of gold still missing. Some believe Johnny and his men would bury a portion of the loot somewhere around the Canyon Springs station. If the estimates of the nearly 2 million dollar cargo are accurate, there could be up to $800,000 dollars worth of gold still missing from the infamous heist. It is believed this gold is still buried somewhere in the Canyon Springs area.

From the 1850s through the early 1900s there were over 450 documented stagecoach robberies. The stagecoach would still remain the embodiment of transportation throughout the American West. As time wore on and technology continued to improve, people would create faster, more comfortable ways to travel. The completion of the transcontinental railway in 1869 would be the beginning of the end for stagecoach popularity. The famous Deadwood stagecoach system would eventually shut down, making its final trip in 1890. Then came the rise of the automobile in the early 1900s. This would cause the stagecoach to become a distant memory and bring an end to what was once such a charismatic and alluring time in the American West.

What do you think of the stagecoach robberies in the American West? Let us know below.

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Baseball was a sport started in the mid-19th century in New York City. That led to it being a sport played at the time of the US Civil War. Here, Richard Bluttal looks at the impact of baseball during the war.

The New York Knickerbockers baseball team in 1858 (on the left in the picture).

Rather than the pastoral Cooperstown, modern baseball was born in America’s largest metropolis: New York City. By the 1840s, the first known consolidated rule set was created by the Manhattan-based New York Knickerbockers led by Alexander Cartwright. The Knickerbockers were well organized and promoted formalized rules for their game, emulating the more prestigious cricket clubs common in New York City at the time. Other teams in Manhattan and Brooklyn quickly emerged and sought to copy the Knickerbocker’s success.

As the Civil War began, the baseball clubs of New York became enthusiastic supporters of the Union war effort. The New York Clipper, an entertainment journal that covered the NABBP, celebrated players who enlisted and urged others to follow their example: “better join in boys, than be loafing the streets or hanging around bar-rooms, and thus show the people you have some noble traits that atone for whatever bad ones you get credit for.” The rules of baseball in 1860 as adopted by players and organizations are not too different from the modern version of the game. There are four bases spaced evenly apart with one of those being home plate, three strikes and you’re out, three outs in an inning, and nine innings for a standard game. One of the major differences in the rules of baseball in the 19th century is that the batter, after hitting the ball, can only be called “out” if he is hit by the ball. The President learned and loved the game prior to his election campaign in 1860. A popular newspaper even published a political cartoon showing him batting against his opponents in his campaign. During the Civil war he even had a baseball field constructed on the White House lawn. There are stories such as he was late for a war council meeting and said,” They will just have to wait. It is almost my turn at bat”.

Organized game

The first organized baseball game of the war took place on July 2, 1861, when a team from the 71st New York Regiment defeated the Washington Nationals amateur club, 41 to 13, in a park across from the White House. Later that month, the regiment suffered heavy casualties at the First Battle of Bull Run, losing many of its best athletes. The teams arranged a rematch in early 1862 where the Nationals defeated the decimated New Yorkers 28 to 13.

Organized events like this helped to popularize the game among Union soldiers. Colonel Mason Whiting Tyler explained that by 1863 baseball was “all the rage now in the Army of the Potomac…[the camps are] alive with ball players, almost every street having its game.” John G.B. Adams of the 19th Massachusetts Regiment reported that “base ball fever [had] broke[n] out” as different regiments played against one another usually favoring the New York game.

In most cases, Civil War baseball was played in the relative safety of military encampments. However, battles often disrupted these games. George Putnam, a Union soldier stationed in Texas in 1863, described one such incident. He wrote that a game had to be “called-early” after a surprise attack by Confederate infantry: Despite these dangers, baseball usually provided a welcome distraction from the carnage of the battlefield. On April 3, 1862, Frederick Fairfax of the Fifth Ohio Infantry wrote home from Virginia describing the specter of violence that haunted these games:

“It is astonishing how indifferent a person can become to danger. The report of musketry is heard but a very little distance from us…yet over there on the other side of the road is most of the company, playing [baseball] and perhaps in less than half an hour they may be called to play a ball game of a more serious nature.”

Moments of leisure

For soldiers, these games were rare moments of leisure from the anxiety and rigorous lifestyle typical during the Civil War. As John G.B. Adams put it, playing baseball “was a grand time, and all [participants] agreed that it was nicer to play base [ball] than minie [bullet] ball.” Consequently, officers often used baseball for official purposes, encouraging soldiers to play as relief from the monotony of military camp life and to complement training activities. They also hoped to use these games to foster camaraderie and teamwork among men who would soon be required to fight together in the battlefield.

The Civil War exposed many soldiers from all southern states to New York baseball for the first time and, over the course of the war, helped to popularize the game. Unfortunately, relatively little documentation exists regarding Confederate baseball. Judging from soldiers’ letters and diaries, many southerners’ initial exposure to baseball came largely in the form of watching Union men play the New York game in prisoner of war camps. Within Confederate POW camps, Union prisoners often used baseball to pass the time, with the most prominent site of play occurring at Salisbury Prison in North Carolina. Charles Carroll Gray, a Union physician held at Salisbury during the summer of 1862, reported in his diary that POWs celebrated July 4th “with music, reading of the Declaration of Independence, and sack and foot races in the afternoon, and also a baseball game.”

The Civil War started and ended in April, the traditional beginning of the now baseball season. The soldiers on both sides went home and brought baseball with them. The game exploded in communities all over the country. They were often referred to as the Textile Leagues.

What do you think of the role of baseball in the US Civil War? Let us know below.

Now read Richard’s series of articles on trauma and medicine during war, starting with the American Revolution here.

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Redington continues his look at the independence of Spanish America by looking at Francisco de Miranda and Simon Bolivar. He looks at how they both wanted independence from Spain, but came from different generations - one an elder statesman, the other an idealist revolutionary

If you missed them, Erick’s article on the four viceroyalties is here, Francisco de Miranda’s early life is here, his travels in Europe and the US is here, and his later years is here. Then, you can read about the Abdications of Bayonne here, the start of the Mexican War of Independence here, how Hidalgo continued the war here, the impact of José Morelos here, and the changes of the 1810s here, and Mexico’s sudden independence here, and Colombia’s Revolt of the Comuneros here.

Francisco de Miranda by Martin Tovar y Tovar.

Miranda the Gadfly

Unlike the other pre-Bayonne viceroyalties, Gran Colombia had a small independentist movement. This can be ascribed to the workings of one man: Francisco de Miranda. Although a very thorough series about his life can be found here, an abbreviated version is in order.

Miranda was born in Caracas in 1750 to parents who did not quite fit into the city’s socioeconomic structure. On a racial and class basis, the Mirandas did not have a comfortable life due to persecution by the city’s Basque, old-money elites. This caused a great deal of resentment for Miranda. His father had been forced to sacrifice his military position and a significant part of his wealth refuting accusations of “racial impurity”.

Resentment against the colonial structure that enabled the Byzantine rules of New Granada made the decision to leave the colony easy for Miranda. After serving in the Spanish army in North Africa fighting the Moors and in the Caribbean and North America during the America Revolution, he was caught up in some illegal business deals, and potential spying, and became an object of suspicion for the Spanish colonial authorities who ordered his arrest. Miranda fled first to the United States and then to Europe.

While in Europe, Miranda met many of the most prominent people of the time, from William Pitt the Younger to Catherine the Great. When the French Revolution broke out, Miranda, a student of the Enlightenment, enthusiastically joined the French army and was made a general. As the French Revolution ate its own, Miranda got swept up in the persecution and was briefly put in prison, though he was later released and fled to Britain.

With his previous contacts and notoriety as a friend of seemingly every prominent person in Europe at the time, Miranda was able to leverage his contacts to fulfill his dream of liberating his homeland from the oppression of Spain. At the time, Spain was allied to Revolutionary France, and Miranda very pointedly told the British government that if they supported him with money, ships, and men, he could lead a revolutionary movement against Spain, deprive a British enemy of their most lucrative colonies by igniting a hemispheric revolutionary movement, and open the area to increased British commerce. Seemingly constantly, Miranda would come up with new plans and memoranda and send them off to Prime Minister Pitt looking for more of everything for his revolutionary projects. Eventually, he would tire of waiting on the British and returned to the United States to reignite his contacts there.

In 1806, Miranda, with alleged support from the administration of Thomas Jefferson, organized several ships and a few hundred volunteers and attempted an invasion of New Granada, landing at Coro. A British ship and some Royal Marines helped in the attack. It was a total catastrophe. Ashore for not even two weeks, Miranda would retreat back to the safety of his ships when Spanish troops arrived, and the expedition broke up.

Back in Britain, Miranda, having shown himself to be a man of action, began to receive real support from the British government. After a failed invasion of the Viceroy of Rio de la Plata that was defeated mostly by local forces, the British realized they needed the support of the local populace. Here is where the British thought Miranda would be useful. Still with contacts in New Granada, Miranda could be used to set the stage for local support for a British invasion of the colony. Being unable to directly strike the Napoleonic juggernaut, the British could strike at the soft underbelly of the Napoleonic system, the Spanish Empire.

Chaos of Bayonne

The stage had been set. A large British army under the command of General Arthur Wellesley was all ready to go. Miranda would go as well to lead his people. Then, the Abdications of Bayonne happened. Spain was no longer a British enemy. With now-King Ferdinand a prisoner of the French, the new revolutionary Junta that claimed to be leading Spain in his name was an ally. Additionally, that army now needed to be used in Iberia, not all the way in South America.

As in the other viceroyalties, the Abdications of Bayonne created chaos. Few wanted to accept the new King José I of Spain (Joseph Bonaparte). The Junta in Spain claimed authority over the colonies, but as the colonists saw it, by what right? If the Spanish people could rise up against the usurper, they could rise up as well to defend their rights.

By 1810, Juntas began forming in the colonies. The Supreme Junta of Caracas, like the Junta of Seville, declared itself the supreme government of all of the Captaincy-General of Venezuela. What was interesting was that the Junta only claimed to represent Venezuela, just one constituent part of the whole of New Granada. Officially the Junta was simply a sort of regency for the captive King Ferdinand. It was on this basis that the Junta requested help from the British. See, they were not rebelling against Britain’s ally Spain, they were fighting for King Ferdinand, and the British should help them succeed. It was just obvious. The diplomatic mission sent over to Britain by the Junta toed this line until a young hothead in the delegation, a man named Simón Bolívar, ranted to the British diplomats about how Venezuela should be free and independent.

Bolívar Meets Miranda

The meeting between Bolívar and Miranda would be a crossroads in both of their lives. Here was Miranda, the elder statesman. French revolutionary, Spanish-American revolutionary, world traveler, and supposed lover of Catherine the Great. Bolívar was a young idealist. The first “great man” he worshipped was Napoleon, but Bonaparte had betrayed his ideals, in Bolívar’s mind, when he crowned himself. Now, here was Miranda, the man who had been fighting to make America free since almost before Bolívar was born.

Bolívar’s Early Life

Like Miranda, Bolívar was from Caracas, having been born there in 1783. Unlike Miranda, Bolívar’s family was descended from the group of Basques that dominated the high society of Caracas. Although he was born into one of the wealthiest families in the Americas, tragedy struck early in Bolívar’s life. His father died when he was only 3 years old, and he would go on to be raised by relatives away from his siblings. He would be sent to live with his uncle, Carlos Palacios y Blanco, whom Bolívar would despise since he was convinced that the man was only after the family’s inheritance.

Carlos Palacios knew he had to at least do the bare minimum to show he was caring for his nephew, so he sent him to school. From there, he would meet one of the formative people in his life, Simón Rodriguez. Rodriguez was a liberal who believed in independence for Venezuela. He would be considered one of the earliest influences on Bolívar’s political upbringing.

First Taste of Revolution

Eventually, Bolívar would run away from his uncle’s care and fled to live with his sister and her husband. Not particularly wanting the very defiant and unruly boy hanging around too much, his sister arranged for Bolívar to move in with Simón Rodriguez to further his education. Rodriguez would teach the boy the values of the Enlightenment that we so much in vogue at the time. Bolívar, being a naturally defiant child, eagerly lapped up the philosophies that taught questioning established authorities and the vaguely libertarian outlook that early Enlightenment philosophers held.

Bolívar’s political education would end prematurely in 1797. Rodriguez was caught up in what was called the Gual and España conspiracy, named after two of the leaders. This conspiracy sought to throw off, what they saw, as the shackles then in place in Venezuela. Although the exact details of the conspiracy are shrouded by the mists of time and unclear, what is clear is that the basis for this movement was a checklist of Enlightenment philosophies: free trade and the elimination of tariffs and burdensome taxes, elimination of the tribute that Indians were required to pay, the immediate and total abolition of slavery, and complete racial equality. Independence for Venezuela was not an explicit goal; neither was republicanism. It was also not explicitly anti-Spanish, as many later rebellions would be. The conspirators believed that the interests of all people in Venezuela were in alignment and that no Venezuelan was an enemy.

While the conspiracy was broken up with ease by the colonial authorities, it did show that even at this early time, Venezuela was a hotbed of dissent. Simón Rodriguez would be exiled to Europe and Bolívar’s formal education in Venezuela was at an end. After a brief stint in the colonial militia, he would be sent by Carlos Palacios to Madrid to continue school. While in Madrid, Bolívar’s education would be broadened to create a more well-rounded education.

In the Belly of the Beast

His time in Madrid would be tumultuous. He stayed with his uncle, Esteban Palacios, who recognized almost right away that, although Bolívar came from an aristocratic family of means, his education was terrible. His uncle set about remaking his young ward. Bolívar was taught not just better grammar and spelling, but also how to dress, speak, and act as a member of his class and station. Part of this effort was getting Bolívar recognized at court. One of Esteban Palacios’ acquaintances in Madrid was a young man of the royal guard named Manuel Mallo.

The Spanish royal court at the turn of the 19th century was a sad parody of royalty. The Queen of Spain, Maria Luisa was the power in the country. It would be generous to call King Carlos IV dim. He was a man completely out of his depth ruling a country and had no discernable self-awareness. Maria Luisa was a woman with no beauty or charm, but she was strong-willed and pursued what she wanted. Two things she valued most of all were power and young, handsome men. For a young man with ambition and good looks, an appointment to the royal guard was also a ticket to the queen’s bedchamber and, subsequently, wealth and power. By this point in the story, she had already convinced her husband to elevate Manuel Godoy from said bedchamber to the prime ministership of the empire. Carlos was probably the only person in the court who was unaware of where Godoy’s rapid rise came from. While Bolívar was in Madrid, the queen cast her eye on Manuel Mallo. He was showered with wealth and power, with the king none the wiser. This relationship was Bolívar’s entry to the court.

Although Bolívar would be expelled from the court for a time for wearing diamonds to a reception, which was forbidden without express permission, his time at court was formative. He became acquainted with the heir to the Spanish throne, Prince Ferdinand, the future Ferdinand VII. There was a story that one day, Bolívar went to the royal palace to visit Ferdinand and they decided to play a game of badminton together. During the game, the shuttlecock came down and hit Ferdinand on the head. As everyone around laughed at the situation, Ferdinand became so embarrassed and angry that he refused to continue to play. Only by his mother shaming him, and her demand that Ferdinand be hospitable, was Ferdinand convinced to continue.

Eventually, Manuel Mallo fell out of the queen’s favor. When he was arrested, Esteban Palacios decided that this would be a good time to take Bolívar out of Madrid and away from court. One can only imagine how much damage close familiarity with the court in Madrid did to Bolívar’s loyalty to the crown. Indeed, Bolívar got a good look at how the Spanish court ran at this time, and it would color his views on both monarchies and the mother country.

A Match Made in Heaven

One thing Bolívar left in Madrid was love. He had met María Teresa Rodríguez del Toro during his time in the capital. She was also from New Granada, and she was a cousin to one of Bolívar’s childhood friends. They had become close during this time, but Bolívar’s abrupt exit from Madrid did not dampen his love for her. When he was able to return In April 1802, Bolívar immediately applied for a marriage license and he and María were married.

With his new bride in tow, and feeling his education complete, Bolívar decided to go back to New Granada. When the new, happy couple arrived, he reconnected with all of his old friends and acquaintances in Caracas. A grand future awaited the couple, splitting time between Bolívar’s estate at San Mateo growing indigo and cacao, and the city of Caracas. For Bolívar, who had grown up being passed around amongst family members who cared more for the inheritance he had than him as a human being, he felt reborn with the sanctity that a marriage of true love can bring. A comfortable life as a wealthy aristocrat awaited the Bolívars.

The Turning Point

Unfortunately, María contracted yellow fever (most likely) soon after arriving in New Granada. After only eight months of marriage, María passed away on January 22, 1803. She was only 21 years old.

For Bolívar, this was devastating. He had finally given his heart to another person after the chaos of his childhood, and now the love of his life was gone in the blink of an eye. Some close to him feared that he might even take his own life. His brother believed that Bolívar was going to go mad from anger and grief. Although he would reach the other side of the dark night, Bolívar emerged a changed man. It was the death of María that would change the trajectory of Bolívar’s life. Prior to her death, he would have been perfectly happy and contented to continue on with the empty-headed life of a colonial aristocrat, achieving prosperity and little more. Now, the nervous energy needed an outlet somewhere. It was this event that placed him on the road to being the Bolívar the Liberator.

What do you think of the Revolt of the Comuneros? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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Between the years 1865-1868, the United States confronted one of the greatest political crises in its history, the battle between President Andrew Johnson and Congress over Reconstruction. The crisis arose from the intersection of three developments: (i) Militancy of the former slaves in demanding substantive freedom, (ii) White southern reluctance to accept the reality of emancipation, and (iii) Johnson’s intransigence in the face of growing northern concern over a series of momentous events in the South.

There is one particularly important historical event occurring at the beginning of the war that had a tremendous effect on reconstruction.

Richard Bluttall explains.

Andrew John in 1860.

Contraband

Newly arrived at Fortress Monroe, on May 23, 1861, General Benjamin Butler was confronted by the arrival of three fugitive slaves from the Confederate defensive works project across Hampton Roads. Faced with the looming prospect of being shipped to North Carolina to work on fortifications, Goodheart writes “the three slaves decided to leave the Confederacy and try their luck, just across the water, with the Union.” They were not the first slaves to seek sanctuary in a Union military post. Soon after Lincoln’s inauguration in early March, slaves in separate incidents had presented themselves at Fort Sumter in Charleston Harbor and Fort Pickens near Pensacola, Florida. Consistent with the Fugitive Slave Act, the slaves in both instances had been rebuffed and turned over to local authorities. In this atmosphere of uncertainty, Benjamin Butler had to decide what action to take. His hand was forced by the arrival of a Confederate officer at Fortress Monroe under flag of truce demanding the slaves return.

Adam Goodheart relates the encounter between Butler and the Virginian, Major John Baytop Cary on the three slaves.

Cary got down to business. “I am informed,” he said, “that three Negroes belonging to Colonel Mallory have escaped within your lines. I am Colonel Mallory’s agent and have charge of his property. What do you mean to do with those Negroes?”

“I intend to hold them,” Butler said.
“Do you mean, then, to set aside your constitutional obligation to return them?”

Even the dour Butler must have found it hard to suppress a smile. This was, of course, a question he had expected. And he had prepared what he thought was a fairly clever answer.

“I mean to take Virginia at her word,” he said. “I am under no constitutional obligations to a foreign country, which Virginia now claims to be.”

“But you say we cannot secede,” Cary retorted, “and so you cannot consistently detain the Negroes.”

“But you say you have seceded,” Butler said, “so you cannot consistently claim them. I shall hold these Negroes as contraband of war, since they are engaged in the construction of your battery and are claimed as your property.” Officers on the ground like Butler quickly realized the slaves were a significant military asset to the Confederacy, acting not only as laborers, teamsters, and in other support roles for the army, but also by keeping southern agriculture functioning allowing a much larger portion of the white male population to be available for military service than might otherwise have been the case. Hence, as property being used in support of a rebellion against the government, Butler’s “contraband of war” formulation legally justified the seizure of the slaves without immediately undermining their status as property. The Lincoln administration quickly acquiesced to Butler’s policy and Congress gave it the force of law in early August through the Confiscation Act of 1861.

Within a little more than a year, the stream of a few hundred contrabands at Fort Monroe became a river of tens — probably even hundreds — of thousands. They “flocked in vast numbers — an army in themselves — to the camps of the Yankees,” a Union chaplain wrote. “The arrival among us of these hordes was like the oncoming of cities.”

This was such an important situation because it resulted in the creation of a separate organization to handle the refugee crisis. A whole new system had to be developed to address slaves crossing Union lines throughout the war effort in many parts of the country leading to the development of refugee camps.

History of Secession

Many people, especially those wishing to support the South’s right to secede in 1860–61, have said that when 13 American colonies rebelled against Great Britain in 1776, it was an act of secession. Others say the two situations were different and the colonies’ revolt was a revolution. The war resulting from that colonial revolt is known as the American Revolution or the American War for Independence. As to Lincoln’s belief on this issue see below:

First Inaugural Address March 4, 1861

I hold that, in contemplation of universal law, and of the Constitution, the union of these States is perpetual....It follows....that no State, upon its own mere motion, can lawfully get out of the Union; that resolves and ordinances to that effect are legally void; and that acts of violence, within any State or States, against the authority of the United States, are insurrectionary or revolutionary, according to circumstances. I, therefore, consider that, in view of the Constitution and the laws, the Union is unbroken. We find the proposition that, in legal contemplation, the Union is perpetual confirmed by the history of the Union itself. The Union is much older than the Constitution. It was formed, in fact, by the Articles of Association in 1774. It was matured and continued by the Declaration of Independence in 1776. It was further matured, and the faith of all the thirteen States expressly plighted and engaged that it should be perpetual, by the Articles of Confederation in 1778. And, finally, in 1787, one of the declared objects for ordaining and establishing the Constitution was "to form a more perfect Union."

Message to Congress in Special Session July 4, 1861

The States have their status in the Union, and they have no other legal status. If they break from this, they can only do so against the law and by revolution.

Effect of the Civil War on the South

The losses were so great that the numbers ceased to register. In what Walt Whitman called “the desolated, ruined South . . . nearly the whole generation of young men between seventeen and thirty” had been “destroyed or maimed; the rich impoverished; the plantations covered with weeds; the slaves unloosed and become the masters; and the name of Southerner blackened with every shame.” Emancipation alone had wiped between $ 1.6 and $ 2.7 billion of capital investment off the books. Per capita income in the South collapsed by more than 40 percent, and real estate fell in value, ranging from an 18 percent loss in Tennessee to a whopping 70 percent devaluation in Louisiana. A third of Southern livestock and half of the South’s farm machinery had disappeared, and with them, the agriculture that depended on them, as land under cultivation shrank by 34 percent in South Carolina and 30 percent in Louisiana. Banking capital, much of it invested in Confederate securities, suffered losses of 28 percent, sending interest rates on what remained for borrowing through the few intact roofs. Total direct and indirect costs of the war for the South were probably close to $ 13.6 billion— which does not even begin to convey the sense of demoralization that accompanied the losses. “The whole country is alive with robbers,” shivered one Tennessee woman. “Every night we hear of a new robbery and sometimes murder.” Keep in mind the question, what would it take to resurrect the South economically?

The slave community was the seedbed for the ways African Americans responded to the coming of emancipation and shouldering the responsibilities of freedom during Reconstruction. After the war thousands of freedmen and women seeking to locate family members from whom they had been separated while in slavery would place advertisements in newspapers and solicit aid from the Freedman’s Bureau. Many families divided under slavery because their members belonged to different owners, now lived together. Remember the experience of working under their own direction and of marketing produce they had grown as slaves helped to prepare African Americans for involvement in the market economy during Reconstruction. Many affirmed their newly acquired freedom by physical movement, separating themselves from former owners, if only by a few miles, “If I stay here,” one freedwoman told her ex-owner, “I’ll never know I am free.” Thousands of blacks converged on southern towners and cities. Schools, churches, fraternal societies, offices of the Freedman’s Bureau, and federal army outposts were built in cities. There was a broader theme- a desire for independence from white control, for autonomy as individuals. Some married women established bank accounts in their own names at the Freedman’s Savings Bank.

Remember freedom meant more than establishing autonomous institutions. Recognition of their equal rights as American citizens quickly emerged as the animating impulse of black politics. In a society that had made political participation a core element of freedom, the right to vote inevitably became central to the former slave’s desire autonomy and empowerment. “Slavery,” said Frederick Douglas in 1865, “is not abolished until the black man has the ballot.”

“We simply ask, “declared the South Carolina Colored People’s Convention of 1865 in a petition to Congress, “ that was shall be recognized as men; that there be no obstructions placed in our way, that the same laws that govern white men shall govern black men; that we have the right of trial by jury of our peers;…. That in short, we be dealt with as others are- in equality and justice.”

Freed people remained adamant in the desire to work without the supervision of masters and overseers, to determine their own hours and pace of labor, and to receive wages commensurate with their effort. Genuine economic freedom could be obtained only through ownership of land, for without land, blacks’ labor would continue to be exploited by their former owners. The response, summed up by a Kentucky newspaper: the former slaves was “free, but free only to labor.” What the freedman wanted most, said Martin Delany, the black abolitionist, “is a home-one that he can call his own, and possess in fee simple.”

What was the definition of freedom for slaves?

  • Many affirmed their newly acquired freedom by physical movement, separating themselves from their former slave owners, if only by a few miles.
  • Some former slaves jettisoned the surnames of their masters.
  • A desire for independence from white control, for autonomy as individuals and as newly created communities. They want to work without supervision of masters and overseers. The ownership of land, without land, black’s labor would continue to be exploited by their former owners.
  • Reunite relatives separated by slavery and to consolidate long-existing family relationships.
  • Access to education.
  • The right to vote.

In South Carolina, Louisiana, and other areas occupied earliest by the Union soldiers, federal authorities found themselves presiding over the transition from slavery to freedom.

The world of most rural slaves was bound by their local communities and kin. They became extremely familiar with the local landscape, crops, and population, and gathered with slaves from nearby farms and plantations to celebrate marriages, attend funerals and for Christmas and Fourth of July celebrations.

The slave family was central to the African American community, allowing for the transmission of values, traditions, and survival strategies. When freedom came for slaves, legalizing their marriages and consolidating their families were among their highest priorities.

Slaves developed a distinctive version of Christianity that would play a crucial role in the Reconstruction era and, indeed, down to the present time. Before the Civil War, urban free blacks established their own churches. These institutions, at which many slaves as well as free blacks worshiped, became training grounds for postwar black leadership and schools, in a sense, of self-government. The black churches were the center of community life. These churches housed schools, social events, and political gatherings, adjudicated family disputes. The church also became a breeding ground for black leadership, and many ministers entered politics. At least 240 black ministers, held some public office during Reconstruction.

Central to the meaning of freedom was access to education, so long denied to most African Americans. There was a recognition that learning was a form of empowerment, a desire to read the Bible, a general thrust toward uplift and group advancement. Northern abolitionists had been dispatching teachers as “missionaries” to runaways and contrabands since the first such contrabands had shown up at Fort Monroe in 1861.

The most difficult task confronting many Southerners at the end of the Civil War and beginning of Reconstruction was devising a new system of labor to replace the shattered world of slavery. Planters found it hard to adjust to the end of slavery. Many former slaves believed that their years of unrequited labor gave them a claim to land. “Forty acres and a mule” became their rallying cry. Most rented land or worked for wages on white-owned plantations. Out of the conflicts of the plantations, new systems of labor emerged to take the place of slavery. Sharecropping dominated the cotton and tobacco South, while wage labor was the rule on sugar plantations. As under slavery, most rural blacks worked on land owned by whites. But they now exercised control over their personal lives, could come and go as they pleased, and determined which members of the family worked in the fields. Some urban growth occurred during Reconstruction, both in cities like Richmond and small market centers scattered across the cotton belt. Cities offered more diverse work opportunities for both black and white laborers.

Let’s remember the problem: Were they now supposed to sign contracts and be paid for their labor? Who would guarantee that the contracts would not turn out to be simply a newer version of bondage? Should provision be made by the public purse to educate them? Should they be considered citizens, and entitled to all the “privileges and immunities? Guaranted to citizens by Article 4, section 2, of the Constitution? And what were those “privileges and immunities” anyway? Office holding, jury service, bearing witness in court, voting, election to office? And what would happen on representation in the House of Representatives, a complete change. The so-called three-fifths rule in the Constitution would disappear and going forward every freed slave would be counted as a full person- yet without any right to vote.

The Emancipation-Proclamation is perhaps the most misunderstood important document in American History. The proclamation applied almost exclusively to areas under Confederate control. Thus, it had no bearing on the nearly half a million slaves in the board slave states that had never seceded from the Union, or on more than three hundred thousand slaves in the areas of the Confederacy occupied by Union soldiers and exempted by Lincoln from its coverage- the entire states of Tennessee and parts of Virginia and Louisiana. On January 1, 1863, most slaves resided in places where the proclamation could not be enforced.

A New Birth of Freedom- Reconstruction During the Civil War, The Emancipation Proclamation launched the historical process of Reconstruction.

At the war’s outset, the Lincoln Administration insisted that restoring the Union was its only purpose. But as slaves by the thousands abandoned the plantation and headed for the Union lines, and military victory eluded the North, the president made the destruction of slavery his war aim announced in the Emancipation Proclamation. During the war “rehearsals for Reconstruction “took place in the Union-occupied South. On the South Carolina Sea Island, the former slaves demanded land of their own, while government officials and Northern investors urged them to return to work on the plantations. In addition, a group of young Northern reformers came to the islands to educate the freed people and assist in the transition from slavery to freedom. As the Union army occupied Southern territory, slaves by the thousands abandoned the plantations. The move towards emancipation might alienate the border states or make it more difficult to persuade the Confederate States to rejoin the Union. Just five months after the war had begun, the Union Commander of the Western Department, Major General John C. Frémont, declared martial law in Missouri. The enthusiastic Frémont confiscated property belonging to owners from the Confederacy and announced that the slaves present in Missouri were to be freed. Lincoln intervened, canceling these emancipations and noting that “I think there is great danger that . . . the liberating slaves of traitorous owners, will alarm our Southern Union friends, and turn them against us.” When Major General Frémont objected, he was removed from command. When in May 1862 another Union commander, Major General David Hunter, announced the emancipation of freed slaves in South Carolina and Georgia, Lincoln intervened once again and canceled these emancipations too. It wasn’t until June 1862 that Lincoln finally signed legislation that formally outlawed slavery in all U.S. territories though this was not immediately enforced.

Lincoln still had to be very careful. The phrasing of the proclamation meant that slaves in states which were part of the Confederacy would be deemed to be free only if their states were invaded by the north or if they escaped to the north. However, the status of slaves in states which were part of the Union such as Maryland and Kentucky were unchanged. African American slaves in the southern states saw this proclamation as a promise of freedom if they could escape from the south and enter the northern states. Over the next three years, more than half a million slaves made their way north to freedom. This not only deprived the Confederacy of essential workers, but it also provided a vital source of new troops for the Union. Almost 200,000 African Americans, many former slaves, joined the armies of the north and fought bravely during the remainder of the Civil War.

Lincoln and the 13th Amendment

Lincoln defeated Democratic candidate George McClellan and secured his second presidential bid, Congress continued to debate the passage of the 13th amendment. This time, however, the President positioned himself at the center of the controversy.

Lincoln argued that emancipation would so undermine the morale of the Confederacy that it would weaken their military and bring about a swift end to the war. The President undertook his own campaign for passage of the amendment, and his political allies and cabinet members helped to further the cause, convincing constituents and state legislatures to appeal directly to their congressmen for passage of the amendment. The proposal had passed quickly through the Senate the previous spring, but in the House of Representatives debates created divisive partisan factions, with little certainty as to the fate of the proposal. Finally, after months of conflict, on January 31, 1865, the amendment passed 119-56, a two-vote margin. In December, it was formally adopted.

The ratification of 13th amendment conferred upon Congress the power to enforce the abolition of slavery by appropriate legislation, granting the federal government the constitutional authority to dictate power relationships among individual citizens as it never had before.

As the text reads:

Section 1. Neither slavery nor involuntary servitude, except as a punishment for crime whereof the party shall have been duly convicted, shall exist within the United States, or any place subject to their jurisdiction.

Section 2. Congress shall have power to enforce this article with appropriate legislation.

Less than a year after ratification, Congress called upon the enforcement power from Section 2 to pass the Civil Rights Act of 1866, granting African Americans citizenship and equal protection. Proponents of the law argued that the 13th amendment authorized the federal government to legislate state action; critics maintained that unequal treatment was distinct from slavery such that the 1866 Act was beyond the amendment’s reach. This act represented the first attempt to give concrete meaning to the 13th Amendment. This Act declared all persons born in the United States (except Indians) national citizens and went on to spell out the rights they were to enjoy equally without regard to race. No longer could states enact laws such as the Black Codes (noted below) declaring actions crimes for black persons but not white.

In response to these debates, and as a direct outgrowth of the enforcement clause, Congress went on to pass the 14th and 15th amendments in quick succession, defining citizenship and equal rights and banning voting restrictions based on race.

The 14th amendment would become the Supreme Court’s principal tool in deciding civil rights cases through the 20th century. Still the 13th amendment, while less applicable to subsequent controversies than its counterpart, served to fundamentally reshape the American landscape.

And while its eventual champion may have begun as little more than a symbolic emancipator, Lincoln’s 1865 campaign for ratification served to launch perhaps the greatest legal, economic and social revolution the United States has ever seen.

Response to Lincoln’s Plans

Two congressional factions formed over the subject of Reconstruction. A majority group of moderate Republicans in Congress supported Lincoln’s position that the Confederate states should be reintegrated as quickly as possible. A minority group of Radical Republicans--led by Thaddeus Stevens in the House and Ben Wade and Charles Sumner in the Senate--sharply rejected Lincoln’s plan, claiming it would result in restoration of the southern aristocracy and re-enslavement of blacks. They wanted to effect sweeping changes in the south and grant the freed slave’s full citizenship before the states were restored. The influential group of Radicals also felt that Congress, not the president, should direct Reconstruction. This is what led to the Wade-Davis Bill in July 1864.

The Radical Republicans voiced immediate opposition to Lincoln’s reconstruction plan, objecting to its leniency and lack of protections for freed slaves. Congress refused to accept the rehabilitation of Tennessee, Arkansas, and Louisiana. In July 1864, Congress passed the Wade-Davis Bill, their own formula for restoring the Union.

  • A state must have a majority within its borders take the oath of loyalty.
  • A state must formally abolish slavery.
  • No Confederate officials could participate in the new governments.

Lincoln did not approve of this plan and exercised his pocket veto. An angry Congress would later pass the Wade-Davis Manifesto (August 1864), which charged Lincoln with usurping the powers of Congress. This statement would have little impact on the public, as the military news from the South improved; Sherman’s Atlanta Campaign restored Lincoln’s popularity and helped assure his reelection.

President Johnson and his Reconstruction Plan

With the Assassination of Lincoln, the Presidency fell upon an old-fashioned southern Jacksonian Democrat of pronounced states’ rights views. Although an honest and honorable man, Andrew Johnson was one of the most unfortunate of Presidents. Arrayed against him were the Radical Republicans in Congress, brilliantly led and ruthless in their tactics. Johnson was no match for them.

Born in Raleigh, North Carolina, in 1808, Johnson grew up in poverty. He was apprenticed to a tailor as a boy but ran away. He opened a tailor shop in Greeneville, Tennessee, married Eliza McCardle, and participated in debates at the local academy.

Entering politics, he became an adept stump speaker, championing the common man and vilifying the plantation aristocracy. As a Member of the House of Representatives and the Senate in the 1840’s and ’50’s, he advocated a homestead bill to provide a free farm for the poor man.

During the secession crisis, Johnson remained in the Senate even when Tennessee seceded, which made him a hero in the North and a traitor in the eyes of most Southerners. In 1862 President Lincoln appointed him Military Governor of Tennessee, and Johnson used the state as a laboratory for reconstruction. In 1864 the Republicans, contending that their National Union Party was for all loyal men, nominated Johnson, a Southerner and a Democrat, for Vice President.

Views on Black Population

What were Johnson’s views regarding blacks? He held deeply racist views regarding blacks and proved unable to envision their playing any role in the South’s Reconstruction, except as a dependent laboring class returning to work.

Prior to his assuming office after Lincoln’s assassination, Johnson continued to repeat himself: the eleven states of the Confederacy had never actually been out of the Union because they did not have the right to secede. According to Johnson, since these states hadn’t seceded, they had not relinquished their right to govern themselves as they wished. He insisted that slavery provided far better conditions for black men and women than they would enjoy in Africa and certainly enjoyed better conditions than the Northern wage slave, who had to grind out a pittance in a factory. To Johnson, free blacks were much worse off than southern slaves. By the summer of 1863, Johnson supported immediate, unconditional emancipation. His reasoning was consistent with his hatred of the aristocrat: emancipation would liberate the white man from the tyranny of the plutocrat slaveholders. He did not for a minute believe” that the negro race is equal to the Anglo-Saxon-not at all.” Blacks had no role to play in Johnson’s vision of Reconstruction. In his view Reconstruction boiled down to placing the southern states under the control of loyal whites and bringing them back to their full standing in the Union as quickly as possible. At the end of May 1865 Johnson announced his plans for Reconstruction.

Johnson’s Plan for Reconstruction

Following Lincoln’s assassination in April 1865, Andrew Johnson became president and inaugurated the period of Presidential Reconstruction (1865–67). Johnson shared the white Southerners’ attitude toward African Americans, considering black men innately inferior and unready for equal civil or political rights. On May 29, 1865, Johnson made his policy clear:

  • Issued a general proclamation of pardon and amnesty for most Confederates and authorized the provisional governor of North Carolina to proceed with the reorganization of that state. Shortly afterward he issued similar proclamations for the other former Confederate states. In each case a state constitutional convention was to be chosen by the voters who pledged future loyalty to the U.S. Constitution. Johnson offered a pardon to all Southern whites except Confederate leaders and wealthy planters (although most of these subsequently received individual pardons), restoring their political rights and all property except slaves. Petitions for pardons came in by the hundreds and were given the presidential signature by the hundreds. By 1867 Johnson would issue 13,500 pardons.
  • He also outlined how new state governments would be created. Apart from the requirement that they abolish slavery, repudiate secession, and abrogate the Confederate debt, these governments were granted a free hand in managing their affairs. They responded by enacting the black codes, ( note the Black Code folder ) laws that required African Americans to sign yearly labor contracts and in other ways sought to limit the freedmen’s economic options and reestablish plantation discipline. Note the observation of journalist Sidney Andrews on the black codes: “the whites seem wholly unable to comprehend that freedom for the negro means the same think as freedom for them. They readily enough admit that the Government has made him free but appear to believe that they have the right to exercise the old control.” All told, Johnson’s self-reconstructed states chose for senators and representatives six Confederate cabinet officers and four generals. Back to the Black Codes, it defined as “vagrants” or “paupers” any freedperson who appeared unemployed and allowed local officials to bid them out as laborers for up to a year. The first Black Code was enacted in Mississippi in an ironically titled piece of legislation: An Act to confer Civil Rights on Freedmen. This act required all African American men to present an annual labor contact in January each year. Failure to do so would result in classification as a vagrant and arrest. Workers who reneged on their annual contracts were treated as runaways who could be classed as vagrants. Even whites who associated with or assisted African Americans could find themselves arrested for vagrancy. The Mississippi code was quickly amended to include a clause which noted that “all white persons so assembling themselves with freedmen, free negroes or mulattoes, or usually associating with freedmen, free negroes or mulattoes, on terms of equality, shall be deemed vagrants.” The Black Code enacted in Mississippi became the model for others that followed, and South Carolina, Alabama, and Louisiana all introduced their own Black Codes in late 1865. In early 1866, Florida, Virginia, Georgia, North Carolina, Texas, Tennessee, and Arkansas all followed the leads of these states. Thomas W. Conway, the commissioner for the Freedmen’s Bureau in Louisiana noted in 1866, “These codes were simply the old black code of the state, with the word ‘slave’ expunged, and ‘Negro’ substituted. The most odious features of slavery were preserved in them.”
  • Johnson vetoed both the Freedman’s Bureau and the Civil Rights bills. He insisted that Congress pass no Reconstruction legislation until the Southern states were fully represented. Although the Senate failed by a single vote to override the Freedman’s Bureau bill (another measure, enacted in July 1867 extended the bureau’s life to 1870). Congress mustered the two-thirds majority to pass the Civil Rights Act.

Johnson assumed that ordinary white yeoman would replace in office the planters who had led the South in secession. He also ordered nearly all the land in the hands of the army and the Freedman’s Bureau returned to its prewar owners, an action that solidified his support among the South’s power class.

Despite the abolition of slavery, many former Confederates were not willing to accept the social changes. The fears of the mostly conservative planter elite and other prominent white citizens, however, were partly assuaged by Johnson’s assurance that wholesale land redistribution from the planters to the freedmen would not occur. Johnson ordered that land forfeited under the Confiscation Acts of 1861 and 1862, which were passed by Congress and administered by the Freedmen’s Bureau, would not be redistributed to the freedmen, but instead returned to pardoned owners. African Americans strongly resisted the implementation of these measures, and they seriously undermined Northern support for Johnson’s policies.

Congressional Radical Reconstruction Plan

During the autumn of 1865, the Radical Republicans responded to the implementation of the Black Codes by blocking the readmission of the former rebellious states to Congress. Johnson, however, pushed to allow former Confederate states into the Union, if their state governments adopted the Thirteenth Amendment (which abolished slavery). The amendment was ratified by December 6, 1865, leading Johnson to believe that Reconstruction was over. Congress refused to seat the representatives and senators elected from the southern states, many of whom had been leading officials in the Confederate government and army.

The Radical-controlled Congress, however, rejected Johnson’s moderate presidential Reconstruction, and organized the Joint Committee on Reconstruction, a 15-member panel that devised Reconstruction requirements for the Southern states to be restored to the Union.

Congress continued to pass more radical legislation. The Radical Republican vision for Reconstruction, also called “Radical Reconstruction,” was further bolstered in the 1866 election, when more Republicans took office in Congress. During this era, Congress passed three important Reconstruction amendments. The Civil Rights Bill was passed in 1866, as noted above. No state could deprive any citizen of the right to make contracts. The Congress mustered the two-thirds majority to pass the bill over the President’s veto.

The Thirteenth Amendment abolishing slavery was ratified in 1865. The Fourteenth Amendment, proposed in 1866 and ratified in 1868, guaranteed U.S. citizenship to all persons born or naturalized in the United States and granted them federal civil rights. The Fifteenth Amendment, proposed in late February 1869 and passed in early February 1870, decreed that the right to vote could not be denied because of “race, color, or previous condition of servitude.” These amendments transformed the Constitution from a document concerned primarily with federal-state relations and rights of property into a vehicle through which members of vulnerable minorities could stake a claim to substantive freedom and seek protection against misconduct by all levels of government.

Congress also passed the Reconstruction Acts (1867-1868), Congress approved the acts in February 1867, and then on March 2 it overrode Johnson’s veto. Their principle task was to create an entirely new electorate in the South that carefully excluded recusant Confederates and their sympathizers among the white population and certified the enfranchisement of the freedman through the creation of vast registries of eligible voters.

The first Reconstruction Act placed 10 Confederate states under military control (dissolving the self-reconstructed governments that Johnson had set up) grouping them into five military districts that would serve as the acting government for the region. One major purpose was to recognize and protect the right of African Americans to vote. Under a system of martial law in the South, the military closely supervised local government, elections, and the administration of justice, and tried to protect office holders and freedmen from violence. Blacks were enrolled as voters and former Confederate leaders were excluded for a limited period. These Reconstruction Acts denied the right to vote for men who had sworn to uphold the Constitution and then rebelled against the federal government. As a result, in some states the black population was a minority, while the number of blacks who were registered to vote nearly matched the number of white registered voters. In addition, Congress required that each state draft a new state constitution—which would have to be approved by Congress—and that each state ratify the Fourteenth Amendment to the U.S. Constitution and grant voting rights to black men. One of the acts arrested on the premise that lawful governments did not exist in the South, and that Congress could govern the region until acceptable ones had been established, this is the act that temporarily divided the South into five military districts and led as noted above to the ratification of the 14th Amendment. Union Leagues spread throughout the South in 1867. The organization had originated among middle-class northerners. The local leagues met in schools and churches, planned rallies and parades, and raised funds for mutual aid societies. Local leagues organized cooperative stores, advised freedmen on contract disputes with landowners and sometimes established their own courts to deal with community disagreements.

The Overthrow of Reconstruction 1869-1877

In 1868, the Republicans unanimously chose Ulysses S. Grant to be the Republican presidential candidate. Grant won favor with the Radicals after he allowed Edwin M. Stanton, a Radical, to be reinstated as secretary of war. As early as 1862, during the Civil War, Grant had appointed the Ohio military chaplain, John Eaton, to protect and gradually incorporate refugee slaves in west Tennessee and northern Mississippi into the Union war effort and pay them for their labor. Grant also opposed President Johnson by supporting the Reconstruction Acts passed by the Radicals.

President Grant’s Reconstruction Efforts

Grant was unanimously nominated by all 650 delegates, “with swinging hats and waving handkerchiefs” and a spontaneous chorus of “The Battle Cry of Freedom,” and went on in November, 1869 to win the presidency by 300,000 votes and a 214 to 80 victory in the electoral college. 3 Even before the election, congressional reconstruction was bringing Southern states back into the Union, this time firmly under Republican control. Between June 22 and July 15, Congress readmitted seven of the ten rebel states— Florida, Georgia, Alabama, Arkansas, Louisiana, and North and South Carolina— under new constitutions. South Carolina’s constitution enfranchised any “resident of this State” who was also a “male citizen of the United States, of the age of twenty- one years and upwards . . . without distinction of race, color or former condition,” and forbade the state legislature from passing “any law that will deprive any of the citizens of this State of the right of suffrage, except for treason, murder, robbery or dueling, whereof the persons shall have been duly tried and convicted.” And there was serious discussion of appealing to the federal government for a loan of $ 1 million to be used in buying land for the freedmen. “There is but one way to make a man love his country,” argued Franklin J. Moses, an ex- Confederate who had transformed himself into a Radical Republican, “Give them lands; give them houses.”

Immediately upon inauguration in 1869, Grant bolstered Reconstruction by prodding Congress to readmit Virginia, Mississippi, and Texas into the Union, while ensuring their constitutions protected every citizen’s voting rights. Grant met with prominent black leaders for consultation, and signed a bill into law that guaranteed equal rights to both blacks and whites in Washington, D.C.

By the early 1870’s biracial democratic government, something unknow in American history, was functioning effectively in many parts of the South, and men only recently released from bondage were exercising genuine political power. The most startling aspect of the new state governments was the role played by African Americans. Of the eighty- four Republicans in the lower house of the Georgia legislature, twenty- nine were black. In Arkansas, eight were black, and the average age was thirty- seven; five were biracial, three were ministers, three were farmers, and one was a postmaster. Florida elected fifty- three members to its lower house, thirty- seven of them Republican, and of those Republicans, seventeen were African American. In North Carolina, sixteen African Americans were elected to the state House of Representatives and three to the state Senate. As a group, they impressed a New York Times correspondent as possessing “by long odds the largest share of mental calibre.” By contrast, “there is scarcely a Southern white man” sitting in the state offices “who has character enough to keep him out of the Penitentiary.

During Grant’s two terms, he strengthened Washington’s legal capabilities to directly intervene to protect citizenship rights even if the states ignored the problem. He worked with Congress to create the Department of Justice and Office of Solicitor General, led by Attorney General Amos Akerman and the first Solicitor General Benjamin Bristow. Congress passed three powerful Enforcement Acts in 1870 and 1871. These were criminal codes which protected the Freedmen’s right to vote, hold office, serve on juries, and receive equal protection of laws. Most important, they authorized the federal government to intervene when states did not act. Grant’s new Justice Department prosecuted thousands of Klansmen under the tough new laws. Grant sent federal troops to nine South Carolina counties to suppress Klan violence in 1871.

Grant also used military pressure to ensure that African Americans could maintain their new electoral status, won passage of the Fifteenth Amendment giving African Americans the right to vote, and signed the Civil Rights Act of 1875, which gave people access to public facilities regardless of race. To counter vote fraud in the Democratic stronghold of New York City, Grant sent in tens of thousands of armed, uniformed federal marshals and other election officials to regulate the 1870 and subsequent elections. Democrats across the North then mobilized to defend their base and attacked Grant’s entire set of policies. On October 21, 1876, President Grant deployed troops to protect black and white Republican voters in Petersburg, Virginia.

Election of 1876

In the months following the Election of 1876, but prior to the inauguration in March 1877, Republican and Democratic leaders secretly hammered out a compromise to resolve the election impasse and address other outstanding issues.

Under the terms of this agreement, the Democrats agreed to accept the Republican presidential electors (thus assuring that Rutherford B. Hayes would become the next president), provided the Republicans would agree to the following:

  • To withdraw federal troops from their remaining positions in the South
  • To enact federal legislation that would spur industrialization in the South.
  • To appoint Democrats to patronage positions in the South
  • To appoint a Democrat to the president’s cabinet.

Why did the Democrats so easily give up the presidency that they had probably legitimately won? In the end it was a matter of practicality. Despite months of inflammatory talk, few responsible people could contemplate going to war. A compromise was mandatory and the one achieved in 1877, if it had been honored, would have given the Democrats what they wanted. There was no guarantee that with Samuel J. Tilden as president the Democrats would have fared as well.

To the four million former slaves in the South, the Compromise of 1877 was the “Great Betrayal." Republican efforts to assure civil rights for the blacks were totally abandoned. The white population of the country was anxious to get on with making money.

Once the parties had agreed to these terms, the Electoral Commission performed its duty. The Hayes’ electors were selected, and Hayes was named president two days before the inauguration.

The policies of Rutherford B. Hayes, America's 19th president, began to heal the nation after the ravages of the Civil War. Hayes had a reputation for being upstanding, moral, and honest, despite the controversial election. Much of Hayes's 1877 inaugural address was devoted to calming down the citizenry. He quickly announced plans for election reform and pledged his earnest desire to heal the rift between North and South. Though he had generally supported Reconstruction, which aimed to secure the rights of black citizens, Hayes came to believe that interventionist policies were breeding more hatred among southerners, preventing the nation from healing itself in the aftermath of war.

Plessy vs Ferguson 1896

The 1896 Plessy vs. Ferguson case was extremely important. It was a legal case in which the Supreme Court decided that "separate but equal" facilities satisfied the guarantees of 14th Amendment, thus giving legal sanction to "Jim Crow" segregation laws. The namesakes of the Plessy v. Ferguson case were the plaintiff Homer Adolph Plessy (1862 – 1925) and the defendant Judge John H. Ferguson (1838 - 1915) of the Criminal Court for New Orleans. In 1954, the Supreme Court justices in Brown v. the Board of Education reversed the decision made in the Plessy case by making the decision that legally sanctioned racial segregation was inherently unequal and a violation of the 14th Amendment.

Conclusion- End of Reconstruction

Reconstructed ended when national attention turned away from the integration of former slaves as equal citizens enabling white Democrats to recapture southern politics. Between 1868 and 1877, and accelerating after the Depression of 1873, national interest in Reconstruction dwindled as economic issues moved to the foreground. The biggest threat to Republican power in the South was violence and intimidation by white conservatives, staved off by the presence of federal troops in key southern cities. Reconstruction ended with the contested Presidential election of 1876, which put Republican Rutherford B. Hayes in office in exchange for the withdrawal of federal troops from the South.

What do you think of the Reconstruction era? Let us know below.

Now read Richard’s series of articles on trauma and medicine during war, starting with the American Revolution here.

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The treatment of Native Americans in the US has a very difficult history. Here, Isabella Kim looks at how expanding to new areas in the early 19th century led to conflict between settlers and Native Americans.

A depiction of US Marines looking for Native Americans near mangroves during the Seminole War.

While the rapidly expanding United States pushed into the lower South in the early nineteenth century, white settlers encountered what they saw as an impediment. The Cherokee, Creek, Choctaw, Chickasaw, and Seminole nations called this region home. However, the settlers and many other white Americans believed these Native nations were hindering their progress. As a result, the settlers pressured the federal government to take over Native territory because they were eager for land to grow cotton.

Andrew Jackson of Tennessee was a firm supporter of Native American removal. He led the American armed forces that overpowered a group of the Creek nation in 1814. The Creeks lost 22 million acres of territory in southern Georgia and central Alabama due to their loss. Then in 1818, the United States claimed even more land after Jackson’s troops invaded Spanish Florida, wanting to punish the Seminoles for harboring fugitive slaves. Jackson had a crucial role in nine of the eleven treaties that traded the southern tribes' eastern territories for areas in the west. The tribes approved the treaties because they sought to satisfy the government to keep some of their territories and shield themselves from harassment. The treaties gave the US power over most of Florida and Alabama and portions of Georgia, Tennessee, Mississippi, Kentucky, and North Carolina.

Conflict

The five Native American tribes had resisted in the past, but many of their methods were non-violent. Adopting practices like industrial farming, Western education, and slavery was one strategy. They pursued this assimilation method to coexist with settlers and avoid conflict. Yet it enraged and irritated the settlers. Although many of the Native American’s strategies were non-violent, the Creeks and Seminoles went to war to protect their territory. The Seminole Wars were a series of three military conflicts between the United States and the Seminoles. In the first Seminole War from 1817 to 1818, under the order of Jackson, the United States invaded the area burning towns and capturing Spaniard territory.

The Cherokee sought to protect their rights through legal means. They adopted a written constitution in 1827 that declared themselves as a sovereign nation. Previously Native American countries had been recognized as sovereign and therefore could legally cede their lands. Georgia, on the other hand, did not acknowledge their status as sovereigns and instead saw them as tenants living on state land. After hearing the Cherokee's case, the Supreme Court rejected the Cherokee's appeal. The Cherokee went to the Supreme Court again in 1831. This time the court ruled in favor of the Cherokee, stating that the Cherokee had the right to self-govern. Jackson pushed a new piece of legislation known as the "Indian Removal Act" through both houses of Congress just a year after taking office. It gave the president the authority to negotiate removal treaties with Native American tribes east of the Mississippi. The Native Americans were supposed to surrender their lands east of the Mississippi in exchange for lands to the west. However, those who choose to stay in the east would become citizens of their home state.

Removal treaty

The Choctaws were the first to sign a removal treaty in September 1830. Those who chose to stay in Mississippi under the terms of the Removal Act suffered from constant harassment from the settlers who moved into their territory or stole their belongings. Although the War Department attempted to protect those who stayed, many grew tired of the mistreatment, sold their land, and moved west.

For the next 28 years, the United States government struggled to force the relocation of the southeastern nations. Most of the Creeks and Chickasaws migrated west from 1837 to 1838 due to the failure of the government to maintain its promise of protecting the tribes from harassment. By the third Seminole War, the United States paid the remaining resisting Seminoles to move west. On the other hand, the Cherokee were tricked with a false treaty. A tiny faction of the tribe agreed to sign the removal agreement, the Treaty of New Echota. Over 15,000 members decided to sign a protest but were ignored by the Supreme Court, which ratified the treaty in 1836. The group was given two years to migrate until they would be forcibly removed. When the deadline came, only 2,000 members had migrated, leaving around 16,000 still on their land. Seven thousand troops were sent by the U.S. government, forcing the Cherokees into stockades at bayonet point. They were allowed no time to gather their belongings. This march west became known as the Trail of Tears, in which 4,000 Cherokee people died of cold, hunger, and disease. As they left, the white settlers looted belongings from their homes.

What do you think of the treatment of Native Americans in the early 19th century? Let us know below.

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Africa held an important place in the Cold War. Hardly had the nations there freed themselves from colonial bondage than they were suddenly made into a battlefield. It was here that the United States and Russia, who did not dare fight on a Europe that had already shed so much blood, fought for supremacy. The Soviet Union tried to appeal to Africans as fellow revolutionaries and paraded capitalism as the enemy. However, the new leaders understood that the Soviet Union would merely absorb Africa into a new colonial empire. Kennedy, though, appealed to the Africans’ newfound taste for democracy. These conflicts met head-on in the Congo Crisis, and the clashes, unlike in much of the rest of the world, were bloody.

Ayrton Avery explains.

US President Richard Nixon meets President Mobutu Sese Seku of Zaire in 1973 in the White House.

Tempting Ideologies

As soon as Ghana achieved independence in 1957, the people were turning to socialism. Guinea, which was also led to independence the following year, followed suit. The Soviet Union viewed these countries as a gold mine. They found similarities between Russian and African history, and thought the subsequent implementation of communism was only logical. However, Kwame Nkrumah, Ghana’s president, viewed things differently. He preferred a version of socialism that emphasized pan-Africanism, though he admired Russia’s ideology of Marxism-Leninism. This became the reason that the Russians had to fight for Africa, using diplomacy or otherwise.

Much later, during the Portuguese Colonial War (1961-1974) in Angola, Kennedy was tempted to take the stand against the colonizers, probably because he feared Soviet influence in that region. Like the Russians, he tried to appeal to the Africans ideologically. He preached anti-communist and democracy, at one point even meeting with the Angolan politician Holden Roberto. However, Africans viewed the United States as a colonial power and Europeans feared the Angolans would still turn communist despite U.S. support. In the end, the U.S. also had to fight for Africa.

Cold War Not-So-Cold

Naturally, clashes made up the Cold War. The Cuban Missile Crisis, the U-2 Incident and others were ways the two powers tried to gain supremacy without resorting directly to the gun. However, this conflict was more than just political, it was also economic. The United States needed money to fund their own wars, while the Soviet Union itself was in an economic downgrade. The two nations saw Africa, rich in resources, as a source of funds and diplomatic superiority.

However, even with this, there was no genuine need for any wars in Africa to turn bloody. But, new African countries took Kwame Nkrumah’s (the first president of Ghana’s) lead in viewing the Soviets as a colonial power. These countries accepted money from both sides, all the while refusing to become allied with either. This, of course, pleased neither the Russians nor the Americans. Eventually, Americans got Guinea and Ghana more or less under their foot. But the Congo, which was a confused bag of warring factions in 1960, and also boasted Iron, Zinc, Copper and Tantalum, was even more tempting.

A Fight for Tantalum

In the Congo, no one was in power. Shortly after gaining its independence, a series of rebellions broke out between ethnic groups and those who supported the colonizers. At first, the United States blamed the socialist leader Lumumba for the fighting and refused to send forces at all. But then, the Soviets intervened in August 1960, setting the stage for yet another clandestine battlefield of the Cold War.

The United States put down the Communist secessionists, but soon new ones appeared, inspired by the Chinese leader Mao Zedong. Belgium and the United States intervened directly this time, realizing the threat. Bloody fighting began, provoked by Russia, China, the U.S., and Belgium, but eventually they crushed the Maoists as well, by the spring of 1965.

Although an authoritarian dictator was put in, ever since, the West, not the Soviet Union, have controlled the Congo and all its exports. The defeat also undermined Soviet influence in Africa, and resulted in most governments handing over power (indirectly) to the West. This was possibly one of the greatest factors that led to the collapse of the Soviet Union. The Russians lost huge amounts of revenue as African nations slammed the Russians for not providing better support to the rebels. It also did not help that now the U.N. was giving money to the Congo’s corrupted and authoritarian leadership. Once again, the West had won on a major battlefield of the cold war.

Conclusion

Of course, the violence did not end. The Cold War was not yet over. Russia tried, and succeeded somewhat, to gain control in Angola. But the victory was not enough. The West had tightened its grip on the continent far too tight. After the 70s, though, instability in the continent soared. The First Congo War broke out. Then there was the Rwandan genocide. And the Second Congo War broke, leading into the 21st century. Much of the Diamonds and tantalum are now being sold to Russian mercenaries. The West never truly won in Africa, just like in Korea. It was all an illusion. Both powers have rendered the continent more or less useless for their goals.

What do you think of Soviet and America in Africa during the Cold War? Let us know below.

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References

Elizabeth, Schmidt. Foreign Intervention in Africa: From the Cold War to the War on Terror. Cambridge University Press, 2010.

Brzezinski, Zbigniew. Africa and the Communist World. Stanford University Press, 1963.

Nkrumah, Kwame. Challenge of the Congo. International Publishers, 1967.

William Reno. Warfare in Independent Africa. Cambridge University Press, 2011.

Elbaum, Max. Revolution in the Air: Sixties Radicals Turn to Lenin, Mao and Che. Verso Books, 2002.

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One of the most controversial aspects of the Gettysburg Campaign was General Jeb Stuart’s absence until late in the battle. Stuart had been surprised by the Union cavalry at Brandy Station, and his ego was hurt by the criticism he received in the southern newspapers. Through early June, he had done a magnificent job screening Lee’s movement to the northwest. Stuart hankered to circumnavigate the Union army once again. Nevertheless, Lee gave Stuart orders on June 22, which have been controversial ever since. Lloyd W Klein explains.

J. E. B. (Jeb) Stuart.

The absence of Stuart's cavalry during critical stages of the Gettysburg Campaign contributed to a lack of crucial intelligence for Lee and resulted in a crucial communication gap. Stuart's absence during the early stages of the Battle of Gettysburg left Lee without cavalry reconnaissance and intelligence, depriving him of valuable information about the Union Army's strength, positions, and intentions. This lack of intelligence significantly impacted Lee's decision-making process and contributed to the uncertainties he faced in the initial phases of the battle. It is frequently speculated that had Stuart been present to screen the front of Lee’s army, Lee wouldn’t have been surprised by the proximity of the Union army and the Battle of Gettysburg would have been much different.

The Early Stages of the Campaign

In the early phase of the campaign, Stuart brilliantly screened Union cavalry from determining the location and strength of Lee’s army and hence its direction and ultimate destination in several battles:
Battle of Brandy Station (June 9, 1863): This was the largest cavalry battle of the Civil War and took place near Brandy Station, Virginia. It occurred in the vicinity of the Rappahannock River.

Battle of Winchester (Second Battle of Winchester) (June 13–15, 1863): This battle occurred in Winchester, Virginia, which was a strategic town in the Shenandoah Valley. Confederate General Richard Ewell's forces defeated Union General Robert Milroy's garrison, securing control of the area.

Battle of Aldie (June 17, 1863): The Battle of Aldie was part of the wider cavalry engagements known as the Battle of Middleburg, which occurred as part of the Gettysburg campaign. Union and Confederate cavalry clashed in fierce fighting as they vied for control of key positions.

Battle of Middleburg (June 17–19, 1863): The Battle of Middleburg took place near the town of Middleburg, Virginia. It involved both mounted and dismounted actions between Union and Confederate cavalry forces.

With this portion of the campaign over, Lee was ready to cross the Potomac River and enter Maryland. How he would deploy his cavalry was essential to his plan.

What did Lee Order?

The narrative begins on the morning of June 22, 1863, when Stuart asked Lee for guidance as to which route he should take while following the infantry into enemy territory. If he moved down the Shenandoah Valley west of the Blue Ridge Mountains, he might alert Union cavalry to Lee’s carefully screened advance. The alternative was to move east from Rector’s Cross Roads and cross the Potomac between Maj. Gen. Joseph Hooker’s Union army and Washington, D.C. which might throw the Federals into confusion.

In fact, two written orders were given to Stuart:

On June 22, the first written order instructed Stuart to take 3 brigades and cross into “… Maryland and take position on General Ewell's right, place yourself in communication with him, guard his flank, keep him informed of the enemy's movements, and collect all the supplies you can for the use of the army."

On June 23, a second order was sent to Stuart, which gave further orders for movement depending on whether or not Hooker was moving.

On the night of June 23, a letter was sent. This letter has never been found, but it was received by Stuart’s adjutant, Major Henry B McClellan, who recalled the contents in detail after the war which gave Stuart discretion and even encouragement to pass behind the Union army. The letter told Stuart he could move “if General Hooker’s army remains inactive” and simultaneously advised Stuart to enter Maryland west of the Blue Ridge Mountains or “pass around” the Federals east of the mountains and then “feel the right of Ewell’s troops.” Besides giving Stuart two different routes to take, Lee no longer was emphasizing the link up with Ewell and guard his flank.

Lee's instructions to Stuart were somewhat ambiguous and open to interpretation. Moreover, the conflicting nature and ambiguity surrounding the route Stuart was expected to take contributed to the resulting misunderstanding. Stuart was expected to guard the mountain passes with part of his force while the ANV was still south of the Potomac, and then to cross the river with the remainder of the army and screen the right flank of Ewell's Second Corps. Lee's specific orders to Stuart were to move northward, screen the Confederate army's right flank, and maintain contact with Lee's forces. Lee expected Stuart to gather information on the enemy's location, strength, and intentions, and to report back promptly.

Lee instructed Stuart to keep the Army of Northern Virginia informed of the movements and activities of the Union Army. Lee's orders emphasized the importance of timely and accurate information. He clearly wanted Stuart to leave enough cavalry behind to cover the mountain passes in the army's rear and cover Ewell's advance with the rest of his force. The order didn't give specifics how to do this, leaving Stuart much discretion as to how to accomplish these goals.

Stuart chose to accompany him his three best brigades, commanded by Brig. Gen. Wade Hampton, Brig. Gen. Fitzhugh Lee, and Col. John R. Chambliss (replacing the wounded Brig. Gen. W.H.F. "Rooney" Lee). The brigades Stuart left behind included Imboden's Valley brigade temporarily attached to the army and more used to partisan activity and the two "regular" brigades of Robertson and Jones. Robertson was considered the weakest cavalry commander and Jones, while good, was appropriately nicknamed "Grumble" because he was not easy to get along with. Lee did not trust these brigades or their commanders as much as Stuart and the three brigades he took with him. Stuart sent General Robertson very specific orders as to what he was supposed to do.

Stuart sent his request for guidance to Lee through I Corps commander Lt. Gen. James Longstreet, who gave his recommendation on June 23: “I think your passage of the Potomac by our rear at the present will, in a measure, disclose our plans. You had better not leave us, therefore, unless you can take the route in rear of the enemy.” Later that day, Lee responded with his second order, stating: “If you find that he [Hooker] is moving northward, and that two brigades can guard the Blue Ridge and take care of your rear, you can move with the other three into Maryland, and take position on General [Richard] Ewell’s right, place yourself in communication with him, guard his flank, keep him informed of the enemy’s movements, and collect all the supplies you can for the use of the army.”

Stuart's interpretation of these conflicting orders, combined with his own decisions, led to his prolonged absence from Lee's main army and the subsequent lack of reliable reconnaissance and communication. Lee expected Stuart to gather information on the enemy's location, strength, and intentions, and to report back promptly. However, Stuart's interpretation of the orders, combined with his desire for personal glory and the allure of circumnavigating the Union army, led him to engage in an extended raid around the Union forces rather than maintaining close contact with Lee's army as Lee had intended.

Stuart Starts Out

Stuart and his three brigades departed Salem Depot at 1 a.m. on June 25. At this moment, the Union army's movement north had begun. Thus, his route was blocked by Hancock’s II Corps, forcing him to veer farther to the east than either he or General Lee had anticipated. This prevented Stuart from linking up with Ewell, which was part of his mission.

Stuart's decision to capture a wagon train at Rockville, Maryland on June 28, 1863, was based on several factors. Stuart believed that seizing the wagon train would yield valuable supplies and provisions for the Confederate army. It could have provided them with much-needed food, ammunition, and other resources that would support their operations. Rockville is indeed extraordinarily close to the city limits even today, about 20 miles. Stuart claimed that that were it not for his fatigued horses "he would have marched down the 7th Street Road [and] took Abe & Cabinet prisoners.

Additionally, Stuart may have viewed the wagon train capture as an opportunity to disrupt Union supply lines and create panic and confusion among the Union forces. By inflicting damage and depriving the enemy of vital supplies, Stuart aimed to weaken the Union's logistical capabilities and potentially hinder their ability to respond effectively. Furthermore, capturing such a large wagon train could have boosted Confederate morale and showcased Stuart's cavalry as a formidable force. It might have been seen as a way for Stuart to demonstrate his effectiveness as a commander and regain his reputation, which had suffered due to the earlier criticisms in southern newspapers.

However, it's worth noting that Stuart's decision to prioritize capturing the wagon train instead of gathering critical intelligence on the Union army's movements further delayed his reunion with General Robert E. Lee's forces. Although this train would be a logistical hindrance to Stuart's advance, he interpreted Lee's orders as placing importance on gathering supplies. This is entirely consistent with Lee’s objectives and goals of the campaign, and his own actions.

Stuart then attempted to ride around the Union army, starting in its rear, which to his surprise, turned out to become its east flank as the Union army moved north to meet the threat.

What happened to Stuart?

Part of the reason for Stuart’s tardiness was that he was caught up in the rear and flank of the Union army. From the time he crossed the Potomac to arriving at Gettysburg required nearly 8 days of non-stop marching for over 200 miles and fighting nearly every day. Stuart engaged in 4 skirmishes and 3 actual battles trying to make his way to find Ewell. Skirmishes occurred at Thoroughfare Gap June 25 , Fairfax Courthouse June 27, Rockville June 28, and Westminster June 29; Battles at Hanover June 30, Hunterstown July 2, and Carlisle July 2.. Few accounts of Stuart’s ride explains that he wasn’t lost or just lollygagging; he was in fact in real trouble and it took great shrewdness merely to get to Gettysburg at all with his command intact. His men marched incessantly for 8 days and nights.

Hooker’s movements during this time should not have been a surprise to him, Stuart sent a dispatch to General Lee on June 27 that Hooker had crossed the Potomac River. It never reached General Lee, but a copy did reach Richmond; no one there bothered to confirm this with the Commanding General.

Moreover, at least 5000 cavalry had been left behind with Lee. General Robertson the commander of that force knew that Hooker had crossed the Potomac June 25-27 but failed to inform Generals Longstreet and Lee. Further, despite the direct order by Stuart to join Lee in force when Hooker advanced, Robertson instead guarded mountain gaps and the baggage train and never arrived at the battle.

The ANV moves North

By June 27, 1863, General Lee had accomplished his objective of wrecking the B&O RR and was moving up the Cumberland Valley. JEB Stuart had torn up telegraph lines and rail north of DC. Gen. Richard S. Ewell’s forces, moving ahead of the main body of Lee’s army in south-central Pennsylvania, had already disrupted railroad operations on the Gettysburg Railroad east of Gettysburg and on the Northern Central Railway near York.

On June 30, Jubal Early, who would go on to blame every other Confederate general at Gettysburg for its loss, and was one of Stuart’s most vociferous critics after the war, heard the sound of the battle at Hanover. Yet, he did nothing to discover who was fighting, despite knowing that Stuart was supposed to be finding him. Maps show that Early was within 5 miles of the battle, and that had contact been made, Stuart could have been present at Gettysburg July 1.

Conclusion

General Lee gave Stuart vague and conflicting orders which modern historians believe he could not have achieved given Hooker’s interim movements. Had he given Stuart a specific route, though, or recognized that he would require the cavalry to perform reconnaissance, he should not have allowed Stuart to stray behind the Union lines.

Within the discretion General Lee gave to Stuart, Stuart can not be blamed entirely for his choice of mission or how he tried to accomplish it. No one had any idea that the Federal position was so fluid at precisely this time. The raid itself was somewhat successful, and in accordance with Lee’s orders. Stuart was fortunate to be able to fight his way out of a trap of his own making.

However, the loss of the cavalry as reconnaissance at this critical moment must be blamed on Stuart. He was not located to fulfill his obligations to inform Lee of the movement of the Union army. Lee, by his own fault, was as unaware of Hooker’s position as Hooker was of his as he moved north into Pennsylvania.

Stuart followed Lee’s orders but not perhaps in its spirit. Stuart’s raid did not deprive Lee of the cavalry needed to monitor his opponent’s movements. However, he left in command an officer who was not skilled enough to do so successfully.

He must share the blame for having affected the course of the campaign and the outcome of the Battle of Gettysburg in his quest for glory and redemption.

What do you think of General Jeb Stuart’s absence? Let us know below.

Now, if you missed it, read Lloyd’s piece on how the Confederacy funded its war effort here.

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Redington continues his look at the independence of Spanish America by looking at the 1781 revolt of the comuneros. The revolt was an uprising in New Granada, modern dat Colombia and some of Venezuela. It happened due taxation increases, but importantly was seen as a sign of what was to happen in later years.

If you missed them, Erick’s article on the four viceroyalties is here, Francisco de Miranda’s early life is here, his travels in Europe and the US is here, and his later years is here. Then, you can read about the Abdications of Bayonne here, the start of the Mexican War of Independence here, how Hidalgo continued the war here, the impact of José Morelos here, and the changes of the 1810s here, and Mexico’s sudden independence here.

Manuel Antonio Flórez, Viceroy of New Granada from 1776 to 1781.

New Granada: Colonial Afterthought

For Spain, New Granada was always a backwater. Lacking the gold of New Spain and the silver of Peru, New Granada was never a priority for colonial authorities. It was an afterthought and, when thought of, it was as a cash cow. By the late 18th century, the small amount of gold that had once been mined in the provinces of Popayán, Chocó, and Antioquia was all gone. It was a colonial posting on the ladder to other colonial postings.

The Spanish government had problems figuring out what to do about the colony. They could not even decide what constituted the colony. The Viceroyalty of New Grenada was created in 1719, dissolved in 1724, and recreated in 1739. Venezuela was bounced between New Spain and New Granada. The inland border was ill-defined, and the southern border with Peru was barely mapped.

The Bourbon Reforms attempted to bring order out of the disheveled mess that was Spanish colonial administration. This led to a series of competent viceroys arriving in the colony. Men such as Manuel Antonio Flores, Antonio Caballero y Góngora, and José de Ezpeleta, did show that they could progressively bring improvements to the colony. None stayed longer than seven years, however, preventing any long-term improvements.

Spain Humiliated

By the mid-1700s, Spain had been licking its wounds from a series of wars lost to Britain and her allies. Humiliation after humiliation was eroding the legitimacy of the empire. Every few years seemed to bring another defeat. The predator that was the First British Empire had caught the smell of death on what they saw as their prey, the Spanish Empire. During the War of Jenkins’ Ear, Admiral Vernon attempted to take New Granada from Spain. Although he failed in the attempt, it was a warning to Madrid that something had to be done in New Granada. The other lesson was that Britain needed to be put in its place.

The revolution in Britain’s American colonies presented an opportunity for revenge. This time, unlike in previous wars, the British were having problems subduing their colonies. French money, guns, and especially gunpowder had kept the rebels in the field. With the intervention of France in the American War of Independence, the British now had to suppress their colonies and defeat their ancient enemy. For the first time in decades, Britain seemed vulnerable. With Britain so distracted, perhaps Spain could finally defeat Britain and get back some of the territories that it had lost in previous wars, such as Gibraltar, Minorca, and Florida.

Allying with a rebellious colony was not acceptable to Spain. Allying with France, on the other hand, was old hat by the 1770s. Carlos III and the rest of the Spanish government were determined on going to war. This was a chance that perhaps would not occur again. However, to fight a war, you need money, something Spain did not have much of. Through centuries of gross mismanagement, Spain did not have enough money to defend its empire and fight yet another war with Britain. More money needed to be found, defenses had to be fitted quickly, and ships had to be built so that Spain would not miss its window of opportunity.

The Engine of War is Money

It was decided to increase taxes on the colonies. With little sense of proportion, these taxes were levied and fell very heavily on New Granada. Taxes on everyday commodities were (and still are) popular since the tax base is so broad; therefore, they increased taxes on tobacco. Brandy was taxed to get money from the wealthy and aguardiente was taxed to squeeze the poor. Import taxes were increased. Poll taxes were levied to make sure everyone paid their fair share. Laws against tax evasion were tightened and the authorities cracked down on smuggling, further increasing prices for those who could not afford it.

Smuggling was endemic in Spain’s colonies as the government had few funds to pay for the fleets and the army of customs officials needed to stop the smugglers. Now, Spain was building a fleet for war and this fleet could also be used to reduce smuggling as well as for coastal defense. More royal monopolies were created to bring revenue directly to the crown, but also, again, raising prices due to a lack of competition. That competition, the colonial-born middle classes and those who strive to better their lot through hard work and natural brilliance, were now shut out from yet another avenue to rise in society. Even the natives were not exempt. They had always been exempted from sales taxes. Now, the crown would tax all transactions.

The people were tired of mismanagement and now they had to pay for a war they neither wanted a part of nor cared about. A perfect storm was being created. A large empire was being distracted by a foreign war while at the same time driving discontent among the very people that were expected to support that war.

In early 1781, small acts of defiance throughout the colony began to coalesce into a larger movement. One of the biggest losers in the new taxes, the colony’s taverns, became hives of dissent as people grumbled about paying higher prices for the alcohol and tobacco that were, in many cases, the only outlets in their hard and dreary lives. Out of these taverns, people began organizing and choosing leaders. These organized bodies began to be known as communes.

Resistance Begins

North of Bogotá, Manuela Beltrán, a store owner from Villa del Socorro was growing more and more frustrated. An extreme anomaly in New Granada, Manuela was a woman who owned her own business. She was also able to read and write, which was exceptionally uncommon for the area as illiteracy was near-universal in the region. As one of the few people who could read, she took upon herself the duty of reading out newly published decrees to the people of her town.

On March 16, 1781, she read a decree on the new taxes that were decreed by the colonial government. As she read, the crowd began grumbling and showing its displeasure. Being angered herself, she tore down the proclamation to the cheers of the crowd. This act in itself was an act of treason, and the die was now cast. Manuela had started a rebellion.

The rising in Villa del Socorro led to armed uprisings in the surrounding areas. The people began striking throughout the area north of Bogotá. Their demands were familiar to colonial rebellions, the repeal of unwanted taxes, and colonial access to appointments in the administration. Surprisingly, they also called for the protection of traditional rights and privileges for the natives. This was a movement that had tapped into discontent among all social classes in the region. This led to a large force of disparate people coming together who had, hitherto, been divided along racial and class lines.

The rebels, now under the leadership of Juan Francisco Berbeo, began a march on Bogotá. The colonial authorities assumed that this was just a mass of angry peasants and sent a small force out to disperse the rebels. They did not know that the rebels now numbered in the 10,000-20,000 range. The colonial force was easily pushed aside.

Success!

Here was an existential threat. An army of this size could easily take Bogotá and potentially cause the whole colony to rise. Despite calling for help from other areas of the empire, the colonial authorities in Bogotá could not guarantee help would come. The American Revolution had transformed into a world war with battles being fought from North America to Africa to India.

If Bogotá fell, and with it New Granada, there was no guarantee that Spain would be able to retake the colony. The rebels could even potentially receive aid from the British in a bit of turnabout. Extreme measures had to be taken. Unexpectedly, brutal repression was not the chosen route. When the rebel army arrived just outside Bogotá, the colonial authorities decided to negotiate.

The rebels could scarcely believe their luck. The colonial authorities not only agreed with their grievances almost immediately, they also agreed to repeal all of the laws that caused such problems in the first place. The onerous taxes would be repealed. All these promises were not just made, the colonial authorities also agreed to put it all in writing! The dreams of the rebels had come true. Bad government would be removed from the colony, and everyone would live happily ever after. They had won. They had not even had to storm Bogotá, which would have probably been bloody for everyone concerned. This war for their rights was over. Everyone could go home.

The Inevitable Backlash

The rebel force now began to disperse. There was no reason to remain as a unified force since they had achieved everything they set out to do. Thinking they had won and letting their guard down, they moved toward home. Then the reinforcements the colonial authorities had called for (but not really expected) at the beginning of the rebellion arrived. The authorities that had made the agreement with the rebels had declared that, as an agreement made under duress is no agreement at all, it was all void.

The reinforcements were let loose on the now-dispersed rebels. City after city was occupied and known rebels were rooted out and executed. Through a reign of terror, people began selling out their neighbors to save themselves. A culture of denunciation further embittered the populace. All of the hated taxes were enforced as harshly as they could be as much out of a sense of vengeance as for maximizing revenue. Some of the rebels attempted to reconstitute themselves under the leadership of a man named José Antonio Galán. These would fight on for a while but would be captured and executed in the end.

A Sign of Things to Come

The Revolt of the Comuneros was a sad affair that left little but burning memories of hatred and grievance behind it. There were many parallels in it to the later rising under Hidalgo in New Spain. A charismatic leader leading a cross-class movement full of idealistic vigor marching on the capital. Like Hidalgo later, this group also hesitated when it was time to strike. Like their cousins to the north, the New Granadans probably could have taken their capital. They showed their naiveté by buying into everything the colonial authorities told them. It all seemed too good to be true—because it was. Like Hidalgo, the backlash was terrible and resulted in terrible death and destruction.

Unlike Hidalgo, the time was not right. Although the rebellion of the British North American colonies could have served as an example of something more, the elements of later rebellions were not there yet. The Spanish government was still intact, and in fact, would be part of the victorious alliance with France and the Dutch Republic during the American War of Independence. Spain still had the ability to project power and enforce its rule in the colonies. Though a rickety structure, the Spanish Empire would stand…for now.

What do you think of the Revolt of the Comuneros? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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Andrew Jackson was the seventh president of the United States, in office from 1829 to 1837. Many important events happened during his presidency, and here Richard Bluttal looks at Jackson’s policies towards Native Americans.

An 1820s portrait of Andrew Jackson, By Thomas Sully.

Early years of Westward Expansion

To understand the basic elements of the Indian Removal Act 1830, we need to first understand the status of the United States at this critical juncture in time. In the early 19th century, American settlers were moving toward the frontier at an alarming rate. As the coastal regions were beginning to crowd, southern and western lands were in high demand. This prompted pioneers to begin settling deeper into Native American territory.

White Americans, particularly those who lived on the western frontier, often feared and resented the Native Americans they encountered: To them, Native Americans seemed to be an unfamiliar, alien people who occupied land that white settlers wanted and believed they deserved.

Some officials in the early years of the American republic, such as President George Washington, believed that the best way to solve this “Indian problem” was to simply “civilize” the Native Americans. The goal of this civilization campaign was to make Native Americans as much like white Americans as possible by encouraging them convert to Christianity, learn to speak and read English and adopt European-style economic practices such as the individual ownership of land and other property (including, in some instances in the South, enslaved persons).

Andrew Jackson was the seventh president of the United States. Before that, he was a successful general in the War of 1812 and made many contributions to the country as a lawyer, judge, statesman, and war hero. Despite his illustrious career, Jackson remains one of the most controversial figures in American history over one issue alone—the Indian Removal Act of 1830. This monumental law would affect history like no other. It was developed for the purpose of moving Native American tribes from east of the Mississippi River to lands in the west.

Lately, Historians have been asking, why did Andrew Jackson have an extreme hatred for Native Americans, or it was all fictional. In 1813, Andrew Jackson sent home to Tennessee a Native American child who was found on the battlefield with his dead mother. This boy, Lyncoya, (1811-1828), may have originally been intended as merely a companion for Andrew Jr., but Jackson soon took a strong interest in him. Lyncoya was educated along with Andrew Jr., and Jackson had aspirations of sending him to West Point, as well.

What Tennessee in its frontier days did not offer was an easy life. The people who came to Tennessee did not travel with a wealth of possessions. They possessed little and knew how to manage with what they had. To eat, they had to grow their food or hunt it. They had come to conquer the land, but Tennessee did not readily surrender to their efforts as they chopped down the trees and cleared the land for agriculture. The houses were rudimentary, with the family sharing common living space. But they had come not only for prosperity but freedom, and they were willing to work hard to raise children who would grow up in liberty.

The General

Jackson made himself available when military service called. He was brave and known early on as a bit wild so Tennessee was perfect for him. In 1802 was appointed major-general of Tennessee’s militia military service and stationed where troops were needed along the frontier

1813 he headed south, where he was victorious in battle, defeating the Native Americans at Tallushatchee and Talladega. Jackson was discovering that he had a flair for leadership and a knack for soldiering. With a force of 5,000, Jackson’s volunteers defeated the Creek warriors at Horseshoe Bend, bringing the Creek War to an end in March 1814. The United States needed a hero in the war of 1812, and Andrew Jackson was going to fit the bill very nicely.

Jackson heard that the British were planning to invade the South, he went to Mobile, Alabama to strengthen the city’s fortifications. He then, although he was not authorized to do so, invaded Florida, which belonged to Spain. His motive was to get to nullify the dangers of the tribes who were allied with Great Britain and hostile to the Americans. Jackson and his troops headed for Spanish Florida. Jackson captured Pensacola in November 1814 and then set off on the trail of the British, who were on their way to New Orleans. The Americans, consisting of a military force of regular U.S. troops, Tennessee militia volunteers, with militia from Kentucky, Louisiana and the Mississippi Territory, free blacks, Native Americans, Creoles and even a band of pirates, were outnumbered.The British invasion began on December 14. On December 23, Jackson’s forces halted the advance of the British troops, initiating two weeks of battle as the British sought a way through Jackson’s defenses to reach New Orleans. On January 8, a full- scale attack by the British was launched. Jackson’s forces were outnumbered two- to- one at the battle. They were not a cohesive fighting unit. Despite these drawbacks, on January 8, 1815, Jackson’s 5,000 soldiers defeated the mighty forces of the British at the Battle of New Orleans, forcing the expert soldiers of the British Empire to withdraw from Louisiana. New Orleans was saved, the peace treaty between the United States and Great Britain had already been signed in Belgium, but slow communication prevented Jackson from knowing that his battle victory was unnecessary. The Treaty of Ghent had brought the war to an end several weeks before Jackson’s conclusive victory, although it would not be ratified by Congress until February 16, 1815. It was not, however, unappreciated. His military prowess also did much to boost the confidence of a very young country which had no longstanding military heritage to boast of, as did its European counterparts. The world saw, through Jackson’s boldness, that his reputation was well known to the tribes, and the Creeks, Cherokees, Chickasaws, and Choctaws signed treaties which left them with significantly reduced land while the United States was able to increase its territory. What would benefit the Americans the most would be the undoing of the tribes, who would eventually be forced to leave their ancestral homes.

In 1817, Jackson returned to military leadership during the First Seminole War. In 1805 thru 1816 there was increasing friction between white settlers, Florida Native Americans and the Creek Confederation. The Seminoles began hiding runaway slaves who had escaped from southern plantations into Spanish Florida. In March of 1818 General Andrew Jackson crossed into Florida attacking the Spanish fort at St. Marks with 3, 500 men and then marched east to the Suwanne River and attacked the village of Chief Boleck. Many Native Americans escaped into the swamps. Jackson was unable to find or capture the Seminoles thus ending the First Seminole Indian War.

His success in military ventures brought more land to the growing nation, but by securing so much land, a new crop, which would thrive in the southern soil, would eventually bring both prosperity and tragedy to the region: cotton became the dominant agricultural produce in the South. It would, ultimately, expand the number of enslaved peoples, creating an irreparable division between North and South that would only be solved by war.

Jackson’s Presidency

The Indian Removal Act was passed by Congress on this day in 1830 and signed by President Andrew Jackson two days later. The act called for the removal of Native Americans residing within state borders in the East to a newly created Indian Territory in present-day Oklahoma and parts of Nebraska. The goal was to free up state lands for white settlers, particularly in the Southeast, where a growing population clamored for access to agriculturally rich land on which to grow cotton.

While some members of each affected tribe—which included the Cherokees, Choctaws, Chickasaws, Creeks, and Seminoles—left voluntarily, most refused to leave and fought back, through physical and legal means.

Jackson was much more tolerant toward the issue of state’s rights when the state of Georgia claimed millions of acres of land that, according to federal law, belonged to the Cherokee tribe. The Supreme Court ruled that Georgia had no authority over the tribal lands, but Jackson refused to enforce the ruling. The Cherokees began to try to assimilate. Moravian missionaries taught the Native Americans how Europeans lived, farmed, and worshiped. The Cherokee, along with the Creeks, Chickasaws, Seminoles, and Choctaw, became known as the Five Civilized Tribes for their efforts. The Cherokees adopted a constitutional government and developed a written language, further adopting the ways of the white man. But for Americans, and particular for Georgians, this was futile. All they knew or cared to know was that Native Americans were savages. More to the point, these savages owned land that Americans coveted. One of the foundations of Jackson’s presidency was the goal of removing all Native Americans in the Southeast, a goal which was part of the motivation for the 1830 Indian Removal Act. The Cherokees did not meekly submit. Using the political knowledge they’d gained by studying the white man’s ways, they sent their chief, John Ross, a mixed- blood Cherokee who spoke English and learned the law, to Washington D.C. to plead their cause. But when the Congress failed to be receptive, they took their case to the Supreme Court. Chief Justice John Marshall agreed with Ross’ arguments, and the Court ruled that the federal government, not the states, held authority over the Cherokee nation. Jackson paid no attention and supported Georgia in its activities against the Cherokee.

Cherokees had three years to move west. Jackson wanted the Native American lands, but he had other goals which he pursued passionately as well. In the winter of 1831, under threat of invasion by the U.S. Army, the Choctaw became the first nation to be expelled from its land altogether. They made the journey to Indian Territory on foot (some “bound in chains and marched double file,” one historian writes), and without any food, supplies or other help from the government.

Thousands of people died along the way. It was, one Choctaw leader told an Alabama newspaper, a “trail of tears and death.”

The Native American removal process continued. In 1836, the federal government drove the Creeks from their land for the last time: 3,500 of the 15,000 Creeks who set out for Oklahoma did not survive the trip.

Jackson Returns to Tennessee

Just as Jackson seemed to exemplify the vigor and energy of the new country, he was also an innovator to the office of the presidency. He was the first president to ride a train and the second to be photographed. The White House that he left, with indoor toilets and running water that had been added during his tenure, was a more modern building than it had been when he moved in. He had done much to transform the office he had occupied, both politically and aesthetically.

Jackson’s Legacy

Jackson believed in the common man, not the elite. His presidency supported democracy as he believed it was meant to be practiced, not as the province of the rich and powerful, but as the birthright of ordinary people. It was the people Jackson held, who had the power to shape the nation. Historians may doubt the morality of his effect, but no one can contest the concrete results of his presidency. He paid off the national debt, expanded the boundaries of the nation, issued a new currency, and made America’s ties with foreign nations stronger. He was also, in an abstract way, one of the architects of the American myth. If a man proved himself willing to work hard, he could not only succeed in this new country, but he could rise to a position of power. In the nations of the Old World, where inherited land and titles dictated the path to empowerment, there was no fresh blood infusing upward mobility. Americans believed, because they had witnessed the process in men like Jackson, that a man could be born with nothing, but could profit himself by applying himself to the endless task of building his country.

Jackson was not, however, a visionary: slavery continued to be an economic factor, rather than a moral quagmire, for Jackson’s era. Native Americans lost more and more territory and sovereignty as the young country expanded at the expense of the natives who had been there first. The movements that would soon blossom in support of the abolition of slavery and the rights of women were on the horizon, but under Jackson, society was dominated by white men who wielded the power. Jackson saw nothing wrong in awarding government offices to his supporters and replaced many of these officials with his own people, beginning what would become known as the spoils system. He was, in this instance, true to his Southern beliefs, as he supported the rights of the states over the federal and judicial authorities. He used his veto power without a qualm, vetoing more bills than had all of the previous presidents combined. He opposed legislation which threatened slavery, supported the availability of cheap public lands, and refused to recognize the judgment of the Supreme Court regarding the rights of the Native American tribes.

For better or for worse, the Age of Jackson imbued the young nation with the raw ingredients it would need to reach its potential. The country believed in its power to do whatever it wanted to do; very different from the established, traditional model of nations long settled into their routines.

What do you think of Andrew Jackson’s Native American policies? Let us know below.

Now read Richard’s piece on the history of slavery in New York here.

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This three-part series takes on one of America's most important founding fathers, John Adams. John Adams’ contributions to the founding, development, and success of the United States was unrivaled by others of his generation. In this series, I will examine John Adams’ life and contributions to the United States from three perspectives. First, John Adams the patriot here. Second, John Adams the diplomat here. Third, John Adams the Statesman.

Here, Avery looks more closely at John Adams as a statesman and president.

A portrait of John Adams, c. 1792/93.

Introduction

At the time of John Adams appointment to Britain, he had served in the diplomatic service for nearly eight years, and on June 1, 1785, that service would culminate into the great crescendo of his diplomatic career. Because on this day, Adams had his first audience with King George III, the King that multitudes bled and died to obtain freedom from. In this meeting, Adams tells King George of his honor to serve in his position, and his hope of restoring an amicable relationship between two nations that “though separated by an ocean and under different governments, have the same language, a similar religion, and kindred blood.” King George responded in kind, assuring Adams that he was only doing his duty in prosecuting the war in America, but accepted the end of the conflict and the results of that conflict. Additionally, assuring Adams that he was thankful it was him who received the appointment. And it was with this that the meeting ended, and Adams penultimate diplomatic moment came to an end. However, it was only the beginning of the legacy he would leave as a statesman.

London

Despite missing the friends, home, and community that they had grown to love in Paris, Adams' family quickly adapted to life in London. Abigail and Nabby attended the Queens drawing room, showing that Mr. Adams was not the only diplomat in the family. Additionally, the family moved into a home at Grosvenor Square and began their life in London in earnest. The family regularly attended church, and John Adams was able to reunite with friends that fled the revolution in America for their home nation.

The task at hand was a difficult one, and Adams was frequently attacked in the press (likely by loyalists in London) for being ill-suited for his station as minister. The task given to Minister Adams was nearly impossible due to the position of strength of Britain and the immense struggles that America was facing. Adams had to find a way to open trade with Britain, but first he had to make the British willing to meet at the negotiating table. The British did not need trade with the United States, but they knew that America desperately needed trade with Britain and its other territories. Because of this, Britain slowed down negotiations or simply did not meet with Adams at all. In doing so, Britain maintained firm control as the leading trader in the world. Additionally, the British were reluctant to abandon military forts in North America, a direct violation of the Treaty of Paris. Adams would attempt to resolve this problem as well; however, it would not truly be resolved until many years later in the Jay Treaty.

An additional hindrance to trade was the Barbary states of North Africa, or the Barbary Pirates, comprising Algiers, Tunis, Morocco, and Tripoli. Pirates from these North African states raided American shipping in the Mediterranean, greatly damaging American trade abroad, and forcing insurance rates to skyrocket. Cash payments were required to the various states, called tribute, and had formerly been paid by Britain when the colonists were under the crown's protection. But now, with their newfound independence, America was required to pay up - or fight. This was made clear in July of 1785 when two American ships were seized by the Barbary state of Algiers. The sailors aboard these ships were enslaved and kept in terrible conditions. Congress allocated funds to be made available for the negotiation of tribute to the nation, however it was a paltry sum compared to the likely price of tribute - as Adams was soon to find out.

Adams, in a tobacco smoke and coffee fueled meeting, discussed the prospect of tribute with the Envoy of the Sultan of Tripoli, His Excellency Abdrahaman. In this meeting, Abdrahaman informed Adams that America and Tripoli were at war, and this war would only be ended by a peace treaty - and money. Adams quickly dashed off a letter to Thomas Jefferson in Paris imploring him to come to London and assist with Barbary negotiations. Jefferson arrived in March of 1786, and the two soon met with Abdrahaman, being informed that peace would cost roughly 30,000 guineas as well as 3,000 pounds sterling for himself. A sum that was only a small portion of what peace would cost for all of the Barbary states. In later conversations, Adams and Jefferson debated the appropriate course of action regarding tribute. Jefferson in favor of immediate war, and not a penny spent for tribute. Conversely, Adams felt strongly that a Navy was necessary to ensure America was not extorted but felt that for time it was best to pay the tribute.

The Constitution

Adams, seeing the changes occurring in American government and a constitutional convention occurring soon, set off to write a document that would explain and defend what he felt was the best course of action for America to adopt regarding a constitution. The document was titled A Defence of the Constitutions of Government of the United States of America, and was ready for print in January of 1787. The document focused heavily on the government being broken into three branches each with checks and balances over the others. The work was praised by Jefferson and Benjamin Rush, with both stating that it should be used as a framework for the constitutional convention. Amazingly, even James Madison, one rarely to compliment Adams, stated that the work had merit. Adams soon received a copy of the constitution he had dreamt of and was disappointed in the lack of a “declaration of rights,” but was overall pleased with the document. Jefferson was less sanguine about the constitution, specifically the role of the President and the power he would wield.

Bound for Boston

Adams and Abigail knew it was time to wrap up their years of service abroad, as they had accomplished all that they felt they could in London. Adams requested he be recalled to America but was informed he needed to travel to Holland one more time. He would negotiate another loan, in addition to formally relinquishing his title.

On June 17, 1788, Adams and his family sighted the Massachusetts shore for the first time in years, and were shortly ashore greeted by cheering friends, family, and admirers all excited to welcome home the diplomat from London. Much of the first weeks were taken up with reunions, meetings, lodging arrangements, and unpacking. But all the while, there was talk of Adams for a multitude of government positions from governor, judge, and vice president. However, the most likely position was that of vice president. Adams stated, albeit not publicly, that he would accept the vice presidency and nothing less. The election of 1789 was different from the US elections that we know today, in which the popular vote determines the electors for a specific state and candidate. Electors were employed for the purpose of casting a vote for a candidate, just as they are today, but these electors were chosen by the state legislatures - each casting two votes. The individual with the most votes became president and the second most was named vice president. This system worked well in the first two elections; however, it would eventually be changed as a result of the election of 1800.

Vice President

The final count of the 1789 election was a unanimous choice (69 electors) for George Washington as president. And, 34 electors voted for Adams, who was deeply hurt by receiving less than half the vote - although still enough votes for him to easily win the title of vice president. Despite his initial frustration at the overall outcome, Adams was proud to be the first vice president of the United States. Much as he had for each of his prior positions in government, Adams was nervous about his ability to ably perform his duties. These nerves led him, on April 21 when sitting before the Senate for the first time to remark, that he would do his best to allow open debate on the senate floor, and only interject when he felt it necessary, treat all members with requisite cordiality, and attempt to uphold the honor of his office.

Shortly after Adams assumed his role of vice president, he accompanied Washington to the dais of Federal Hall in New York to receive his oath of office as the first president of the United States on April 30, 1789. And with this, the first constitutional government of the United States commenced in full.

During Adams time in the senate, he oversaw many difficult discussions, and led debate on a variety of issues with both domestic and international significance. Some of these issues, such as the title that should be held was Washington, were of small concern and were made into larger issues than was truly necessary (largely by Adams - who felt that titles were important to encourage the best candidates to accept public office). He also directed the Senate on such issues such as the assumption bill, created by Alexander Hamilton, which would allow the federal government to assume the debts of the 13 states. Also, Adams oversaw debate on the new location of a capital, with the government temporarily moving to Philadelphia before its permanent location on the Potomac River in Virginia. Adams was also vice president during the early years of the French Revolution, and the storming of the bastille prison in reaction to the difficult political, economic, and social condition of the French citizenry.

Second Term

In 1792, Washington and Adams were elected to another term in office. Washington was again unanimously elected (132 votes), with Adams receiving 77 electoral votes. A much higher margin than in the previous election. Little did the two know that the next four years would be more dubious and treacherous than the prior four years. Largely, this was due to the French Revolution, and the uproar that it caused in France, America, and in Washington's cabinet. Jefferson was a supporter of the French, and the remainder of the cabinet (specifically Hamilton) were supporters of the British. Cabinet relationships would be further strained due to the arrival of Edmund Charles Genêt as the French Minister to the United States. Genêt, arriving in South Carolina, spent an excessive amount of time attempting to drum up support for American involvement on the side of France during the war. The cabinet, including the supposed Francophile Jefferson, became furious with this attempt to end American neutrality, sending word to France requesting his recall. Eventually, Washington granted Genêt asylum as he was facing death for his actions in America.The controversy over banking, the French, assumption, and other issues isolated Jefferson, as he was the only non-federalist member of the cabinet. He attempted to resign many times, with Washington finally relenting and accepting his resignation. Jefferson left office December 31, 1793. Despite his differences with the cabinet, Jefferson had been very successful in his position as Secretary of State, and his resignation ended the continuity heretofore seen in the government.

Adams often felt that his position was useless, and he had no real work of any consequence. This led to periods of melancholy that were evident in his correspondence and in his public appearance. However, his mood nearly almost always improved at the mention of his family. Specifically, Adams was always eager to hear about the progress of his eldest son, John Quincy Adams. The two had become very close during their time together overseas, spending more time together than with any other members of their family. And, in May of 1794, Adams' pride was evident at the appointment of John Quincy Adams to be U.S Minister to the Netherlands. With this, John Quincy began a diplomatic career that was only rivaled by his fathers.

Adams was very pleased at having his son in the foreign service, however other diplomatic relationships were not as favorable. The Jay treaty was signed in London, in which John Jay was attempting to resolve long standing issues that Adams had attempted to resolve during his time there. However, Jay achieved very little that Americans desired, left many issues unresolved, and only gained a few small “crumbs” associated with trade and the vacating of troops from American Forts. Americans were furious with the treaty, bemoaning the lack of protection for sailors, lack of open and free trade, and concessions made on behalf of the American delegates. However, the treaty, Adams felt, was the best that could be obtained at the time. The country was in an uproar regarding the treaty, with many hoping Congress would not ratify it. Tempers were so high that Jay was burned in effigy across the country. Despite objections, Congress eventually ratified the treaty, despite its flaws as they too felt it was the best that could be achieved.

In the summer of 1796, Adams retired to his home to enjoy tranquility and peace before the end of his term as vice president. He and Abigail knew it was possible, if not likely, that he would become president, sending them into another few years of hard labor for the country they so dearly loved. Adams ended his sojourn at his home in December of 1796 and returned to Philadelphia. When he arrived, the news was all about the election. Reports changed daily with the winner being reported as Jefferson one day and Adams another. Adams was reluctant to believe he would be president, but it soon became apparent that he would be the next president of the United States.

President

On March 4, 1797, John Adams became President John Adams, which represented the final act to a lifelong commitment to the nation. Adams inauguration was a sad one for many, because it was the end of George Washingtons’ leadership of the nation. Washington had been the de facto leader since the early years of the revolution, but the government was now in the hands of Adams and Jefferson. And trouble started after a short, calm period in which bipartisanship appeared to be possible. The French Revolution was in full swing, and the Directory (the five-member governing council of France) took the Jay treaty to be a commercial and military alliance between the two nations. Which would be in direct violation to the Treaties signed by America during their own revolution. Adams needed to send a commission to France in order to work out the issues that were plaguing the nations. He spoke to Jefferson about sending James Madison, but Jefferson informed him that it was unlikely Madison would accept. Eventually, Jefferson spoke to Madison on the issue - receiving the expected “no”. When he relayed this to Adams, Jefferson was informed Adams had a change of heart, and he was not to send Madison anyway. Jefferson took this to mean he was taking orders from the high Federalists and would not be independent or willing to allow democrat-republicans to serve in high level positions. At this moment, Jefferson and Adams ended all correspondence, and no longer worked alongside each other as they had done for so much of their careers.

Despite this damaged relationship, Adams still had a responsibility to resolve issues with the French as peacefully as possible. Adams' best efforts were all foiled when the French refused to meet with the newly appointed Minister to France, Charles Cotesworth Pinckney. The directory was furious with the Jay Treaty, and began issuing letters of marque to French privateers allowing them to raid American shipping and capture vessels. This naval tension escalated and eventually became a quasi-war.

Due to Frances’ response, Adams sent Elbridge Gerry and John Marshall to accompany Pinckney in Paris in an effort to negotiate a peaceful resolution to the Quasi-war, and to restore trade among the two nations. However, the ministers would not be welcomed by the ministry without first paying three intermediaries – Jean Conrad Hottinguer ( X), Pierre Bellamy (Y), and Lucien Hauteval (Z), a large sum of money, money to the French Ministry, and a loan to the French government. The ministers refused to do so, and thus were not allowed discussions regarding peace. When word reached Adams, he was seething over the treatment of American ministers. He immediately requested that Congress make funds available for American defense in the event that war broke out. Congress gave Adams everything he asked for, allowing for defenses to be constructed, arming of merchant ships, and the building of a Navy.

During this time, Adams was very popular, and was riding high on a wave of patriotism not seen since the revolution. However, war fever caused him to support the alien and sedition acts, which violated the first amendment rights of Americans in limiting speech about the government and government officials. However, many prominent members of society, including George Washington, felt that it was beneficial that libelous publications and individuals be treated harshly. Pushback on the act was strong and led to a decrease in Adams overall approval. Fortunately for Adams, reactions were calmed by the fear of war and thus allowed him some grace that he would have been unlikely to receive at other times in history.

Another preparation for war was Adams' appointment of George Washington to commander-in-chief of the armed forces. Adams felt that Washington was the best suited American to fill this role, but his plans were soon hijacked by Alexander Hamilton when George Washington appointed him second in command. Adams was skeptical of Hamilton and felt that he was a “designing man.” Because of this, Adams did not want to see Hamilton in such a prominent place but was faced with little choice as Washington would not continue in the position without this arrangement. Adams' frustration at this was cooled by the news from Elbridge Gerry informing Adams that peace with France was possible, and the directory is willing to accept ministers from the US.

Despite the potential calm, Adams had Washington continue military buildup, in the event of war breaking out in earnest. In a final effort of peace, Adams appointed William Vans Murray to be minister plenipotentiary to France along with Oliver Ellsworth and William Davie as peace commissioners on October 16, 1799. The commissioners sailed for Paris on November 15, 1799.

In May of 1800 one of Adams' most difficult administrative issues came to a head in an explosive verbal tirade directed at Secretary of War James McHenry. Adams had felt that his cabinet (specifically McHenry and Pickering) frequently worked for the interest of Alexander Hamilton and the high federalists more than for himself or the nation. After this fiery meeting, Adams requests his resignation, as well as that of his secretary of state, Timothy Pickering. Adams felt that both were attempting to disrupt peace negotiations with France and hoped for all-out war - something he despised. With the termination of Pickering, Adams wisely selected John Marshall to serve as his new secretary of state.

Election of 1800

The election of 1800 was nothing like the prior three elections and showed errors in the American electoral system that were merely masked by the steadying presence of George Washington. With Washington's absence, party differences came to a head, leading to a cutthroat election. Hamilton, still angry about Adams' termination of Pickering and McHenry, worked tirelessly to end his career. Even releasing a pamphlet questioning his intelligence, character, and ability to serve. Hamilton's interference likely had a role in the final result of the election. The election results were tight with Jefferson and Aaron Burr receiving 73 votes, and Adams receiving 65.

This meant that Adams' career was effectively over. However, he received news in late 1800 that peace with Paris was achieved. This allowed Adams to exit office with a firm conscience that he had done his duty as president. Finally, in a last act as president, Adams made the controversial appointment of midnight judges and appointed John Marshall to the position of Chief Justice - replacing the resigning Oliver Ellsworth. Some of these appointments would not be maintained, but Adams' appointment of Marshall became one of the most important decisions of his career as it helped to shape the identity of the highest court in the nation.

John Adams departed Washington on March 4, 1801, never to return again as he left Thomas Jefferson to take the reins of government. Eventually after both men retired from politics, they began to correspond again, rekindling the friendship that grew in Philadelphia and Paris. Providentially, on July 4, 1826, John Adams died just hours after his friend Jefferson. The two men hoped to live to see one final Independence Day, to which they were both successful. On this day, America lost not one, but two of the greatest statesmen that have ever served the American public.

What do you think of John Adams as a statesman? Let us know below.

Now read Avery’s article on the role of privateers in the American Revolution here.

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Major General George G. Meade, a Union general during the American Civil War, has a reputation that has been historically criticized and misunderstood. Despite his important contributions at the Battle of Gettysburg and his cautious approach to warfare, he faced criticism for not aggressively pursuing and defeating Lee's army. Lloyd W Klein explains.

Major General George Gordon Meade.

During the war, Meade’s poor relationships with the press of his time and his secondary role under Grant further damaged his post-war reputation. However, modern appraisals recognize his competence and tactical acumen, including his appreciation for advancements in weapons technology. Meade's campaigns after Gettysburg, such as the Fall 1863 campaigns and the Overland Campaign, showcased his abilities as a general. While Grant's strategy ultimately led to victory, Meade played a crucial role in positioning his army to implement Grant's vision and should be credited for his contributions to the Union's success. It doesn’t help that the Overland Campaign was directed by Grant and that his victory at Gettysburg is typically considered a one-off. The misunderstanding of the Williamsport circumstance will probably never be repaired.

Meade took command of the Union Army just a few days before the Gettysburg battle. General Meade commanded the Union Army of the Potomac at the Battle of Gettysburg, and is regarded as a competent and capable general. Meade's leadership both preparing for and during the Battle of Gettysburg is often praised. He successfully organized his forces and made critical decisions that ultimately led to a Union victory in that significant battle. His strategic positioning and defensive preparations played a crucial role in repelling numerous Confederate attacks.

He faced Lee in two other campaigns in Fall 1863. They did not succeed. For this, given that Grant won the war the year after, he is universally, but unfairly, criticized as another Union general hack. Yet few Civil War aficionados have studied these campaigns in much detail.

Meade was a competent general and a modest man. He was thorough, methodical and cautious; his engineering background had made him someone who planned his maneuvers carefully.

However, Meade's tenure as the overall commander of the Army of the Potomac was not without criticism. Some argue that he missed opportunities for more aggressive action and failed to decisively pursue and defeat General Robert E. Lee's Confederate Army after the Gettysburg victory. Additionally, his cautious approach in subsequent campaigns, such as the Mine Run Campaign, drew criticism from his superiors.

Overall, while Meade's leadership at Gettysburg demonstrated his ability as a competent general, opinions on his overall performance during the Civil War vary among historians and military experts. A great deal of the bias we today have against Meade has its origins in the Congressional Investigations after Gettysburg. We today have the impression that Grant was brought east to supervise Meade and we therefore think that Grant held him in contempt

His post bellum reputation was damaged by his poor relationships with the press of his time, and his secondary role under Grant in 1864. We today have the impression that Grant was brought east to supervise Meade and we therefore think that Grant held him in contempt. The damaging consequences of the controversy arising from Gettysburg with General Sickles has also been damaging. Modern appraisals recognize Meade’s important contributions at Gettysburg. His tactics in the field were one of the few that showed an appreciation for the improvements in weapons technology in the war: he entrenched when feasible and did not launch frontal assaults on fortified positions.

Gettysburg Aftermath: Williamsport

Following the Battle of Gettysburg, the retreating Confederate troops and ambulance train occupied Williamsport. The retreat required an active rear guard defense and was mainly carried out in the rain. ,Meade was widely criticized for failing to pursue aggressively and defeat Lee's army after Gettysburg. Although Lincoln and Stanton insisted on his following Lee, Meade may have been justified in not attempting a rapid pursuit.

At the three-day battle at Gettysburg, Meade's forces had suffered heavy casualties, and he needed time to regroup, reorganize, and resupply his army. The Army of the Potomac (AoP) had sustained over 20,000 casualties including the loss of many of its best officers, including three corps commanders. Attacking immediately after Gettysburg would have put additional strain on his troops and risked further losses.

Following the Battle of Gettysburg, the retreating Confederate troops and ambulance train occupied Williamsport. Expecting to cross over the pontoon bridge they had constructed to get to Maryland, Lee had not been informed that a cavalry raid on July 4 had destroyed the bridge. Moreover, there had been many days of rain after the battle, causing the Potomac River to rise. The Confederate Army was therefore trapped by the impassible Potomac. Under the direction of Brig Gen John Imboden, during the Confederate retreat, the wagon trains with thousands of wounded soldiers were escorted back to Virginia., Lee had not reached the town until a couple of days after an important cavalry attack that Imboden defended against. Imboden successfully managed to retreat and gather his forces, despite harassment from Union cavalry, to create defensive works against Union assault. Imboden was assigned to leading the ambulances, subsistence trains and cattle plundered during the campaign back to Virginia, with the active army in the rear as protection. When Lee arrived in Williamsport, he found the bridge out, the fords impassable, and no way to get over the river.

Meade chose not to attack Lee in his trenches, believing the position could not be successfully breached. Attacking a well-entrenched enemy in this defensive position across a wide open field would have been a highly risky endeavor, potentially resulting in heavy casualties for Meade's forces.

Thirdly, Meade faced logistical challenges and supply issues. His army relied on a long and stretched supply line, and engaging in a major offensive action immediately after Gettysburg would have put additional strain on the already taxed supply system. Meade needed time to replenish his ammunition, food, and other essential supplies before considering another large-scale attack.

Expecting to cross over the pontoon bridge they had constructed to get to Maryland, Lee had not been informed that a cavalry raid on July 4 had destroyed the bridge. Moreover, there had been many days of rain after the battle, causing the Potomac River to rise. The Confederate Army was therefore trapped by the impassible Potomac. Imboden was assigned to leading the ambulances, subsistence trains and cattle plundered during the campaign back to Virginia, with the active army in the rear as protection. When he arrived in Williamsport, he found the bridge out, the fords impassable, and no way to get over the river.

Expecting an attack, Brigadier General John D. Imboden set up defensive positions along the crest of a ridge about one-half mile from Williamsport on July 6. Arriving at Williamsport, Imboden found the pontoon bridge destroyed, and Federal cavalry attacked the wagon train of wounded. On July 6, 1863, the Potomac River flooding at Williamsport, Maryland, trapped Imboden's wagon train. He put together a defensive force that included an artillery battery and as many of the wounded who could operate muskets.

Late in the afternoon of July 6, 1863, Union cavalry under the command of Brigadier General John Buford arrived east of Williamsport, flanking the town. Brigadier General Judson Kilpatrick took a different route that took him down the main road. At sundown Union Brigadier General George A. Custer and his Michigan "Wolverines" arrived to fight but were quickly withdrawn.

By July 7, Brig. Gen. John D. Imboden stopped Brig. Gen. John Buford's Union cavalry from occupying Williamsport and destroying Confederate trains. On July 6, Brig. Gen. Judson Kilpatrick's cavalry division drove two Confederate cavalry brigades through Hagerstown before being forced to retire by the arrival of the rest of Stuart's command.

On the morning of July 14, Kilpatrick's and Buford's cavalry divisions approached from the north and east respectively. Before allowing Buford to gain a position on the flank and rear, Kilpatrick attacked the rearguard division of Maj. Gen. Henry Heth, taking more than 500 prisoners. Confederate Brig. Gen. J. Johnston Pettigrew was mortally wounded in the fight.

On July 16, Brig. Gen. David McM. Gregg's cavalry approached Shepherdstown where the brigades of Brig. Gens. Fitzhugh Lee and John R. Chambliss, supported by Col. Milton J. Ferguson's brigade, held the Potomac River fords against the Union infantry. Fitzhugh Lee and Chambliss attacked Gregg, who held out against several attacks and sorties, fighting sporadically until nightfall, when he withdrew. Meade chose not to attack Lee in his trenches, believing the position could not be successfully breached.

Congressional Investigation of Gettysburg

In a 1961 article, The Strange Reputation of General Meade, Edwin Coddington wrote that Sickles’ attacks on Meade “greatly contributed to an unfavorable opinion of him as a commanding general, which has persisted to this day.” Coddington concluded that, “Sickles’ persistence in continuing his feud long after Meade’s death in 1872 had deep and lasting effects on publicists and historians of the battle,” and that “Sickles achieved a large measure of success” in his campaign to sully Meade’s name.

When Meade denied a request by Sickles to return to command, Sickles sought revenge. In February 1864, he went before the Joint Committee on the Conduct of the War, a highly influential committee dominated by Radical Republicans, and gave distorted testimony that Meade had handled the army ineptly at Gettysburg—that the Union army had won a great victory despite Meade. Notably, Sickles alleged that on the battle’s second day Meade had been a coward, eager to retreat rather than fight.

The two most important witnesses against him were:

a) Major General Abner Doubleday supported Sickles’ egregious claims by testifying that Meade had played favorites in command assignments. Doubleday in particular was bitter that Meade had ignored army seniority and not promoted him to command of the 1st Corps after its commander, Maj. Gen. John Reynolds, was killed early on July 1—instead choosing Maj. Gen. John Newton as Reynolds’ replacement.

b) Hooker’s Chief of Staff, Daniel Butterworth, who Meade kept on during the battle of Gettysburg (remember, he had just 3 days to prepare!). Butterfield, a close friend of Sickles’ and Hooker’s, falsely testified about the claimed July 2 order to retreat. Sickles elevated his attack on Meade when he (or a close associate) penned an anonymous article by “Historicus” in the March 12, 1864, edition of The New York Herald, the nation’s largest newspaper. Historicus condemned Meade’s handling of Gettysburg while praising the brave and brilliant Sickles. The article claimed Meade had ordered his chief of staff, Maj. Gen. Butterfield, to prepare an order of retreat on July 2, the battle’s second day. The Historicus piece set off a firestorm, and stories of Meade’s alleged inadequacies appeared in papers nationwide.

The Joint Committee’s Radical Republicans wanted “Fighting Joe” Hooker back in command of the Army of the Potomac. The committee’s leaders, Chairman Senator Benjamin Wade of Ohio and Senator Zachariah Chandler of Michigan, demanded Lincoln dismiss Meade even before he had an opportunity to testify. President Lincoln declined to order a Court of Inquiry. The president wanted Meade fighting Confederates, not a political conflict against a fellow general.

The Fall 1863 Campaigns

After the Battle of Gettysburg, General Robert E. Lee retreated back across the Potomac River to Virginia and concentrated behind the Rapidan River. Early in September 1863, Lee dispatched two divisions of Lt. Gen. James Longstreet's Corps to reinforce the Confederate Army of Tennessee for the Battle of Chickamauga. Meade knew that Lee had been weakened by the departure of Longstreet and wanted to take advantage. Meade advanced his army to the Rappahannock River in August, and on September 13 he moved the AoP forward to confront Lee along the Rapidan. Lee was occupying Culpeper, Virginia, following the Battle of Culpeper Court House. Meade planned to use his numerical superiority in a broad turning movement, similar to the one planned by Maj. Gen. Joseph Hooker in the Battle of Chancellorsville that spring.

A traditional interpretation of this campaign is that Lee, despite having lost Longstreet’s Corps to the west, nevertheless beat Meade in the Bristoe Campaign. The reality is that on September 24 the Union split its forces as well, sending the XI and XII Corps to the Chattanooga campaign in Tennessee. It is interesting that this critical fact is rarely mentioned. Instead, the importance of Bristoe is nearly always depreciated. Its failure is often portrayed as the reason Grant was brought east, because its shows Meade to be too conservative to win.

In fact, four battles took place: Auburn, Bristoe Station, Buckland Mills, and Rappahannock Station. Every one of these is south of Manassas. Two are not far from Chancellorsville and the location of the Wilderness.

Lee knew of the departing Union corps, and early in October he began an offensive sweep around Cedar Mountain with his remaining two corps, attempting to turn Meade's right flank. Meade, despite having superior numbers, did not wish to give battle in a position that did not offer him the advantage and ordered a withdrawal along the line of the Orange and Alexandria Railroad.

Lee had been planning to go into winter quarters at Culpepper. Instead, he set up south of the Rapidan. In fact, the AoP occupied Brandy Station and Culpepper that winter. Meade had escaped allowing a major battle in a disadvantageous location and Lee had lost ground. It was certainly inconclusive – because Meade saw the danger.

Lincoln and Stanton weren’t mollified by the lack of progress in the Bristoe Campaign and pressured Meade to do more. Meade responded by planning a march to strike the ANV south of the Rapidan. He had intelligence suggesting that Lee had made a miscalculation in his positioning. But an incredibly incompetent Union general and an outrageously courageous movement by a Confederate general saved the ANV after a brief but deadly conflict few appreciate. Traditional history suggests Meade was incompetent and ignores this action as having any importance, which is completely wrong: he almost had Lee trapped.

Meade actually planned a rapid movement just west of Chancellorsville and where the Wilderness would be the next Spring. In fact, the Union movements were in the same general vicinity.

Unfortunately, Maj. Gen. William H. French's III Corps got mired in fording the river at Jacob's Ford, causing traffic jams when they moved their artillery to Germanna Ford, where other units were attempting to cross.

Maj. Gen. Edward "Allegheny" Johnson's division was marching along the Raccoon Ford Road to join Early when the head of Gen. French's III Corps made contact in the heavy wooded terrain along the Widow Morris Road. Johnson turned his division about and ordered what can only be described as a reckless double-envelopment assault against a mostly unseen enemy of unknown strength, throwing his 5,500 men against French and John Sedgwick's VI Corps (a combined 32,000). The fact is, if Johnson had cleared the Widow Morris Road before the arrival of French and Sedgwick, or had been driven away in defeat, the 32,000 Federals could have marched behind Lee's left flank and into his rear.

This battle is called the Battle of Payne’s Farm. Theodore P. Savas, together with Paul Sacra of Richmond, Virginia, set out to locate and map the Payne's Farm battlefield in the early 1990s. Savas believed published articles and books had incorrectly located the fighting area and was determined to test his theory. Armed with extensive primary sources and battle reports, he and Sacra located what they believed was the field and, with the permission from several landowners, used metal detectors to prove it. Within a couple days Savas and Sacra had unearthed hundreds of artifacts, including bullets, a ramrod, bayonet socket, a partial harmonica, belt buckles, buttons, and much more.

Overland Campaign

Often in the telling of Grant’s brilliant strategy of 1864 and the Overland Campaign, one gets the impression that Meade had been so incompetent that he was starting almost from Washington, but the fact is, in early 1864, the Army of the Potomac and the Army of Northern Virginia faced each other across the Rapidan River. It was there because Meade had placed it there, and had fought for it to be there.

In the spring of 1864 Meade’s authority was superseded by the appointment of Ulysses S. Grant as general-in-chief of all Union armies. Although he was still technically the commander of the Army of the Potomac, Meade acted as Grant’s subordinate for the rest of the war.

In this capacity, Meade participated in Grant’s aggressive Overland Campaign of 1864, in which the Union army absorbed staggering casualties. Meade took part in in the Battles of the Wilderness, Spotsylvania and Cold Harbor. He was also instrumental in the prolonged Siege of Petersburg (June 1864-March 1865), which was launched after Meade’s early assaults on the city resulted in heavy Union casualties.

Meade and Grant

In 1864, Grant was appointed as the overall commander of the Union armies and placed his headquarters with the Army of the Potomac, led by Meade. Grant had a high regard for Meade's military abilities and acknowledged his successes, but there were instances where their working dynamics faced challenges.

Grant and Meade had a complex working relationship. Initially, there were some tensions and miscommunications between the two, but over time they developed a professional rapport and worked together effectively.

Meade sometimes felt that Grant did not fully appreciate his contributions and achievements. There were instances where the press assigned to the Army of the Potomac focused more on Grant's role in successes, while downplaying Meade's contributions. This caused frustration for Meade, as he felt he was not given the credit he deserved.

Despite occasional disagreements, Grant and Meade maintained a functional working relationship. They shared the goal of winning the war and coordinated their efforts to achieve military success.

Grant made his headquarters with Meade for the remainder of the war. Following an incident in June 1864, Meade disciplined reporter Edward Cropsey from The Philadelphia Inquirer. He falsely reported that Meade had wanted to retreat after the Battle of the Wilderness. All of the press assigned to the AoP agreed to mention Meade only in conjunction with setbacks. Meade apparently knew nothing of this arrangement, and the reporters giving all of the credit to Grant angered Meade.

Meade wrote to his wife:

“I had a visit today from General Grant, who was the first to tell me of the attack in the Times based upon my order expelling two correspondents. Grant expressed himself very much annoyed at the injustice done to me, which he said was glaring, because my order distinctly states that it was by his direction that these men were prohibited from remaining with the army. He acknowledged there was an evident intention to hold me accountable for all that was condemned and to praise him for all that was commendable.”

Nevertheless, Meade is frequently blamed for specific problems in the Overland Campaign. As the fighting reached Cold Harbor and Petersburg, Meade is blamed for not directing his men to scout properly prior to the former battle and failed to coordinate his corps properly in the opening stages of the latter. During the siege of Petersburg, Meade again erred altering the attack plan for the Battle of the Crater for political reasons. But it is known that Grant approved these plans.

Grant issued orders to Meade who in turn issued them to the army.

Meade, despite his aggressive performance in lesser commands in 1862, had become a more cautious general and more concerned about the futility of attacking entrenched positions. Most of the bloody repulses his army suffered in the Overland Campaign were ordered by Grant, although the aggressive maneuvering that eventually cornered Lee in the trenches around Petersburg were Grant's initiative as well.

Without question, Grant’s strategy won the war. Without doubt, Grant made the tough decisions and took the criticism of the heavy casualties. But it was Meade who made Grant’s strategic plan a reality, being the commander who positioned his army to operationalize Grant’s vision.

Conclusion

General Meade was a thorough, methodical man as would be expected of a professional military man and engineer.

What do you think of the Anaconda Plan? Let us know below.

Now, if you missed it, read Lloyd’s piece on how the Confederacy funded its war effort here.

Suggested Reading

  • Brown, Kent Masterson. Retreat from Gettysburg: Lee, Logistics, and the Pennsylvania Campaign. Univ of North Carolina Press, 2005.
  • Nugent M, Petruzzi JD, Wittenberg EJ. One Continuous Fight: The Retreat from Gettysburg and the Pursuit of Lee's Army of Northern Virginia, July 4 - 14, 1863. Savas Beattiem 2011.
  • Coddington, Edwin. The Gettysburg Campaign. Morningside Bookshop, 1979.
  • Sears, Steven W. Gettysburg. Mariner Books, 2004.
  • Woodruff, Joshua D. The Impact of Logistics on General Robert E. Lee at Gettysburg. https://apps.dtic.mil/sti/citations/AD1083715

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Gold has very long and important history in many civilizations. Here, Jennifer Dawson looks at the importance of gold in American history.

A man panning for gold during the California Gold Rush.

If people talk about precious metals, gold is probably the first one that comes up. Gold attracts many individuals, and it has always done so. For centuries, people have been in awe of its aesthetic-value; there are only a few things that can top gold’s yellow-colored beauty. Groups such as RME Gold, a gold and silver dealer, concurs that America has produced an enormous amount of jewelry, coins, and bullion. Over time, gold’s relevance was in decline, but in recent years, it has seen a comeback. As fascinating as gold is, it is essential to revisit and learn more about the origins of American gold.

The Birth of American Gold

Gold was earlier discovered in the United States near North Carolina — explorers discovered it sometime in the early 1800s. This sent shock waves through American society. The Dahlonega Mint was created in Georgia shortly after, which officially announced the beginning of American gold coinage. But this was just the start. Gold enthusiasts would soon set their eyes on the historic California Gold Rush in 1848, putting US gold on the maps. Most of us have seen the scenes in the movies, but most can’t fathom the scale of the gold that was being produced in those times.

The Effects of Gold

Gold’s discovery in Sutter’s Mill, California, was big news. Gold explorers came in from every corner of the globe; everyone was trying to find their own treasure chest! For instance, a brief account on Khan Academy states, in California, mass migration into the region transformed the state’s landscape. The thought of potentially becoming rich transformed a previously unknown region into a bustling hub of mining activity, with thousands of individuals worldwide searching for fortune. This discovery shaped the landscape of the American West and fueled economic growth throughout the nation.

A Look into Historical American Gold Coins

Did you know not all bullion is the same? Some gold coins stand out because of their historical significance, others because of their purity. The following coins represent the very beginnings of American Minted Gold.

One of the best coins is the Saint-Gaudens Double Eagle. It was first introduced in 1907 by the famous sculptor Augustus Saint-Gaudens. The piece is still cherished by gold collectors in the United States. The Indian Head is another similar coin minted between 1859 and 1909. It was designed by Bela Lyon and had a special design. One feature that sets it apart from other coins is that its details are pressed into the coin; they don’t protrude like others.

So why go back in time? It’s a reminder of prosperity that the U.S. has been blessed with. To many it’s a symbol of the land itself. It’s a metal that never goes out of style and always remains with us, whatever the economy of the nation is like.

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A rival nationalist government formed on the island of Taiwan following the Chinese Civil War in 1949. This separation from the communist controlled mainland China has been a source of International tension ever since. Here, Victor Gamma looks at how and why mainland China separated from Taiwan. He continues the series by looking at the Chinese Civil War and how China and Taiwan grew apart.

Chiang Kai-shek and Mao Zedong meeting in 1945 in Chongqing, China.

Initially the political left (communist) & right (nationalist) wings of the KMT continued to cooperate in the United Front. But it wasn’t long before the conflict which would ultimately lead to the current China-Taiwan conflict began. On May 30, 1925, a crowd of Chinese students in Shanghai staged an anti-foreign protest at the International Settlement at Shanghai. The incident turned deadly when the Shanghai Municipal Police opened fire on the protesters. This sparked outrage throughout China, including the Canton/Hong Kong Strike. The CCP reaped the greatest benefit from these events and attracted many members. Conservatives and moderates grew alarmed at the growing power of the leftists. Right and left also clashed over policy: the left pushed the strike while the Nationalists wanted to end the strike because much of their financial support was coming from foreign trade. Moreover, Chiang was trying to consolidate his control in anticipation of the coming campaign to unify China and did not want political disunity in the ranks. For this reason, as well as suspicion of a possible communist take-over of the Nationalist movement, on March 20, in what is called the Canton Coup, he purged communist elements from the Nationalist army. Chiang moved to limit the fallout from the purge by taking actions to conciliate the Soviets and the remaining leftists. He still desired Soviet support as well as help from the CCP for the campaign fight against the warlords.

Shortly thereafter, Chiang launched his long - awaited campaign against the warlords. By March, 1927 Chiang had taken Nanjing. Here the fall of the city was accompanied by widespread looting and rioting with foreign warships bombarding the city. This led to conflict between Nationalists and communists. Chiang believed that the Russians and communists instigated the riots and stirred up anti-foreign feelings deliberately to increase their own power and weaken the KMT. Therefore, on April 12, 1927 he ordered the violent purging of communists in Shanghai. This marked the official beginning of all-out war against the communists and the start of the Chinese Civil War. In addition to Nanjing, the nationalist government had moved to Wuhan. Here leftists took control, acting largely independent of Chiang’s authority. By April the Wuhan government had gone beyond that to actually acting against Chiang. They issued a series of edicts reducing Chiang’s authority. They also began to construct a parallel government in KMT territory. Chiang clearly could not move forward against the warlords and felt it necessary to halt his advance in order to deal with the communists. This marks a pattern which appeared throughout Chiang’s career; no matter how great the problem, he always placed the communists or internal threats as his greatest threat and would cease all other operations to deal with them. And so in the spring of 1927, he halted the anti-warlord campaign and violently turned on the communists. He began with a purge of communists in Shanghai.

On August 1, 1927, the Communist Party launched an uprising in Nanchang against the Nationalist government in Wuhan. Around 20,000 communist members of the Kuomintang revolted and took over the city of Nanchang. This incident is called the Nanchang uprising. It resulted in the formation of the People Liberation Army and is still celebrated today as “Army Day.” Ultimately, however, the communists withdrew into a remote location to rebuild their strength. Chiang launched several offensives in an attempt to destroy the communists once and for all, but they managed to elude his pursuing armies to reach the safety of a remote city in Shaanxi Province called Yenan. Once settled in their new base, the communists carried an intensive training and indoctrination program to “correct unorthodox tendencies,” mold the peasantry into the communist model and become an effective force.

Anti-communism

Scholars have debated the reasons that Chiang turned on the communists. There are multiple reasons. Chiang was a reformer but also a traditionalist. Although recognizing the need for modernization, he was deeply connected to the past. He was, in fact, a neo-Confucianist. He was an ardent admirer of Tseng Guo Fan, the 19th century paragon of Confucian virtue. In addition to that, like Chiang, Tseng also was involved in leading the government forces in restoring unity to China through quelling the Taiping Rebellion. One of Tseng’s superiors said “Taiping Rebellion is a disease of the heart, Russia is a disease of the elbow and axilla, England is a disease of skin; We should exterminate Taiping first, then Russia and England.” Chiang repeated this phrase almost word for word in an interview years later, substituting “Taiping” with “communist” - “Remember, the Japanese are a disease of the skin, but the communists are a disease of the soul.” He was alarmed at ideologies that he felt threatened traditional Chinese culture. Chiang had a chance to observe a communist regime up close when he was in Russia for training and rejected it as an appropriate system of government for China. He felt it to be an alien ideology that undermined Chinese traditions. He attempted to unify China both politically and ideologically. Part of his ideological effort would become the “New Life Movement.” This would be a civic campaign that promoted confucian values as well as cultural reform. It was partly launched as a counter to communist ideology. He also was not interested in sharing power. He believed one of China’s greatest needs at this time was one leader firmly in control. The communists had demonstrated that they would not submit to Chiang. One of the first objectives the communists focused on when they gained power in Wuhan during the Northern Expedition, for instance, was an attempt to strip Chiang of his power.

World War II

The state of civil war continued until 1937, when the Japanese invasion forced the two sides into the Second United Front for the duration of the Second Sino-Japanese War (1937- 45) Although technically allies in the struggle against Japan, the Front never functioned as a firm alliance, even at times resembling more a hostile competition than an alliance. In practice, though, cooperation between the two factions was minimal. Chiang, in fact, instead of an aggressive strategy against the Japanese, hoarded his forces for the post-war showdown with the communists.

At the end of World War II, although technically on the winning side, the Nationalists were psychologically the losers in the eyes of many Chinese, especially peasants. They were seen as putting more energy into trying to exterminate the communists than fighting the rapacious foreign invader. Some even blamed Chiang for Japanese depredations by using forces against his internal political foes that could have been used against the Japanese. Chiang, in fact, had to be forced at gunpoint to agree to the Second United Front in the first place. Even before the guns fell silent in 1945, he had lost the war for the hearts and minds of the peasants, who were 90% of the population. His alliance with the mercantile and landowning class helped tie Chiang to conservatism. He had little understanding of the plight of the peasants. His communist rivals, meantime, worked feverishly and brilliantly to build a powerful following, based largely on peasant support. This included a military force that numbered into the 600,000 range by 1945. While Chiang’s Nationalist movement was riddled with corruption and lack of real reform, the communists won the hearts and minds of vast numbers through the training, land reform and fierce, consistent commitment to the struggle against Japan and whatever injustice the peasants had been traditionally subjected to.

In 1945 both Nationalist and communist forces accepted the surrender of Japanese forces. Sovereignty had been restored, but not unity. Both Chiang and Mao knew that the long-awaited showdown was about to commence. After a brief period of post-war cooperation, the old animosities erupted into civil war again. This time, the communists were the winners. The Nationalists retreated to Taiwan but never surrendered, just as the communists had refused to surrender despite a succession of defeats in the late 1920’s and 1930’s.

After the Civil War

For some time after the Nationalists fled to Taiwan both sides insisted that they were only the official government of China. A strict policy of no contact followed. Chiang reformed the corrupt Nationalist Party and, with American aid, set Taiwan on the path of economic modernization and growth. After Chiang’s death in 1975, political reforms also took place. By the 1990’s, Taiwan was not only an economic powerhouse but full-fledged democracy. Meanwhile, Taiwan has largely given up its claim to the mainland. In 1991 Taiwan declared that the war with the PRC was over.

In 2000 Taiwan transitioned to a multi-party democracy when the Democratic Progressive Party (DPP) won the presidency. Although the KMT is still important, it now shares power with other parties. The DPP backs full independence so Beijing viewed the election results with alarm. The PRC backed up its disapproval with the "anti-secession law." The law flatly states that Beijing will use force if Taiwan "secedes" by declaring full independence. The DPP returned to power as Tsai Ing-wen, became Taiwan's first female president in 2016. More importantly for the mainland, she is a firm supporter of independence. In words that are sure NOT to warm the heart of Beijing, Tsai declared "Choosing Tsai Ing-wen... means we choose our future and choose to stand with democracy and stand with freedom."

China has offered a "one country, two systems" scenario in which Taiwan would enjoy significant autonomy while still under Beijing's control. The mainland also would promise not to use force in resolving the issue. Taiwan turned down the proposal.

Differences

Why doesn't Taiwan want to be under Beijing's control? it has seemed that the two Chinas have drawn closer together, for example beginning in the 1970s the mainland began economic reforms thus it seemed was becoming more similar to Taiwan. However, the mainland did not change the political one-party state and authoritarian regime which is not a democracy. Taiwan, along with the whole world, watched the 1989 Tiananmen square massacre. Hong Kong was promised a "one country, two systems" arrangement in 1997 as China prepared to take back the British Colony. Included was a 50 year promise that Hong Kong would enjoy its capitalist system as well as political freedoms. In 2020, though, Beijing cracked down on basic freedoms with a Security Act that allows the government to punish or silence critics or dissenters. As of this writing, well over a hundred individuals have been arrested for political reasons. Taiwan at one time was an authoritarian dictatorship, it has now diverged even more from communism, evolving into now a free market and a genuine democracy.

This contemporary dispute reflects China's painful journey from its time-honored ways of old to modernity. A struggle for stability and prosperity and self-respect consumed that nation in the 20th Century. This journey involved the fundamental question of how China should be organized: the nationalist/traditionalist view - which eventually evolved into today's democratic Taiwan, and the communist (with a semi-capitalist economy) vision, now ruling the mainland. These two paths represent the right and left ideologically, one which looked to the West and its liberal traditions and traditional Chinese culture and the other which turned to distinctly antiliberal doctrines of Marx and hostility towards the past. These two approaches struggled over who's vision would succeed. In a sense, then, this struggle has never truly ended and continues to threaten global stability. The world watches to see how far Beijing will go in achieving its goal of one China.

What do you think of the China and Taiwan separation? Let us know below.

Now read Victor’s article on the explosive history of the bikini here.

References

CHIANG ATTACKS WARLORDS AND REDS - 11. Chiang Attacks Warlords and Reds

Timeline: Taiwan’s road to democracy - Timeline: Taiwan's road to democracy | Reuters

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The essence of propaganda is to spread a manipulated message with the aim of influencing the masses. The truth is not the most important thing here. Over the centuries the tools for making and spreading propaganda have changed quite a bit, but the goal has always remained the same: to influence as many people as possible. Bram Peters explains.

British World War One recruiting poster, 1914.

Already in Roman times, the emperors used propaganda to spread the message throughout the empire who held the power. Roman emperors had themselves portrayed on coins to reach as many citizens as achievable. In a time without the modern mass media as we know them today, this was quite an effective way to circulate information within an empire the size of the United States (the Mediterranean Sea included). This method is even used to this day: many countries have their heads of state printed on their coins or bills.

The disintegration of the Roman Empire in the early Middle Ages resulted in much more locally oriented society. Cities themselves minted their own coins. However, the invention of the printing press in the late Middle Ages gave propagandists a whole new opportunity to spread their message. Texts no longer had to be copied by hand, but could instead be produced by machines. In addition, the message was proclaimed in the vernacular instead of Latin. This made it possible to reach a much larger audience.

The industrial revolution gave a huge boost to paper production. With the use of steam engines and the switch from cottonpaper to pulppaper, production costs fell significantly and more people than ever had access to printed information.

20th century

In the twentieth century other mass media made their appearance: radio and film. Sound and motion picture could now be used to spread propaganda. The Nazi regime is an excellent example of a government that has been able to make optimal use of new technologies. Famous are the speeches of the specially appointed Minister of Propaganda Joseph Goebbels, which the whole country could follow on cheap radios provided by the regime. Citizens could watch propaganda films in cinemas that aimed to influence the masses. Much attention was paid to national symbolism (with a special role for flags), military parades, cheering crowds worshiping Hitler and theatrical music. In the second half of the twentieth century, the role of film was increasingly taken over by television. From now on propaganda came straight into the living room.

The Internet made its appearance at the end of the century, revolutionizing the way messages are conveyed to the general public. Although initially still a fairly static medium, in the twenty-first century the internet has evolved into a platform where new digital technologies have forever changed the way propaganda is created and used. Smart algorithms offer users personalized content based on their search behaviour. Manipulation of images in combination with the framing of information has led to the emergence of reporting referred to as fake news. Artificial Intelligence (AI) is used to generate deep fake videos capable of making people say things they have never said. Thanks to AI, anyone with relatively little knowledge can spread propaganda that reaches the entire world. The line between what is real and what is not has become more blurred than ever.

Propaganda has been a way of influencing people for thousands of years. Propaganda makers want to convince their target group and do not take the truth too seriously. What has changed throughout history are the possibilities to reach an ever larger public. With the rise of the internet, the whole world now is the audience. At the same time, AI is more than ever creating the dilemma of what is real and what isn’t. It is of great importance that young generations learn the purpose of propaganda and how to recognize it. Who made something and for what reason? Examples from the past can therefore be useful to study. In a time where it is easier than ever to manipulate everything, we all should take an extra critical look at the information presented to us.

What do you think of propaganda history? Let us know below.

Now read Bram’s article on an approach to racism and Black Pete here.

About the author: Bram Peters is an historian from the Netherlands. He has a MA in political history from one of the major Dutch universities, and specialized in national identity and traditions, as well as parliamentary history, the second world war and war propaganda. He worked for years as a curator at one of the largest war museums in the Netherlands. He likes to get involved in public debate by writing articles for national and regional newspapers and websites.

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Lieutenant Colonel George Custer played a role during the American Civil War on the Union’s side. However, he is most famous for his engagements with the Plains People in the American West. Here, Olivia Jacobs, in her debut article for the site, explores Custer’s legacy.

George Armstrong Custer in the mid-1860s.

Introduction

One of the United States' most notable military figures is Lieutenant Colonel George Custer. His legacy is gilded with themes of Manifest Destiny and the romanticization of the American West. In the past, Custer has been painted as a great hero who sacrificed his life to defend America, and Western media have idolized his story. He has been depicted in at least twenty films beginning in 1912 with the silent film Custer's Last Fight. Many of these depictions portray the lieutenant colonel as the gallant hero that the history books have described him. However, a shadow has been cast on him in a select few pieces of American media.

The musical legend and staple of American culture, Johnny Cash, performed a song called Custer. It details the unspoken dark parts of Custer's story. His likeness is also used in the Dreamworks film Spirit; Stallion of the Cimarron. Unlike most depictions of Custer, the character, only referred to as "The Colonel," is a significant antagonist of the children's film. However, as the character is not referred to by name, it is clear to older audiences who The Colonel should be.

Simply by analyzing the media of Colonel Custer, it is clear that his reputation is hyper-complex. By diving into his military career and reading first-hand experiences of both his friends and victims, historians have attempted to sort out Custer's morality. Despite these efforts, however, the water remains murky.

George Custer's legacy began in 1861 when Custer enlisted in the Union Cavalry. He was present for significant battles, including the most famous American Civil Conflict, Gettysburg. By 1865, Custer had distinguished himself as a successful military man, even finding himself at the surrender of the Confederate military. He earned the Brigadier General rank and supported the Union Army at the Appomattox Court House (Wert 225).

Custer and the Plains People

By mid-1866, Custer was appointed Lieutenant Colonel of the Seventh Cavalry Regiment. Up until 1868, he found himself on the frontier and scouting duty. Later that year, Custer raided the territory of the Cheyenne Chief Black Kettle. The conflict is commonly known as the Battle of Washita River; this 'victory' caused casualties to the Cheyenne peoples and forced a significant portion of their territory under American Control (Hardoff 30).

The Battle of Washita River was not uncommon, as during this age, the United States government was driving people away from their ancestral land in hopes of eradicating the traditions and cultures that differed from their narrative of white greatness. Despite the unfortunate commonality of Custer's actions, he was set on the Plains people like a rabid dog.

Custer's most popularized military feat is the Battle of Little Bighorn. Many films, including the very first, Custer's Last Fight, depict the events of Little Bighorn. However, much of this conflict is shrouded in mystery. What is known is that with the help of the Crow People, the Seventh Cavalry identified a significant encampment. Said encampment consisted of recorded history's most considerable convergence of Plains Peoples. Members of the Lakota, Northern Cheyenne, and Arapaho peoples had gathered together to oppose the American government.

On June 25, 1876, Custer divided his forces into two groups. Five companies remained with Custer, while the others were entrusted to Marcus Reno. His tactics at Little Bighorn were similar to his actions at the Battle of Washita River. The strategy consisted of using non-combats as hostages to force the 'hostiles' into submission. These non-combats would typically consist of women, children, elders, and disabled members of the community.

The intention was for Reno's team to lure the active combatants away from the encampment, and Custer would flank the encampment to kidnap the unarmed innocents. Unfortunately for the Seventh Cavalry, they grossly underestimated the size of the indigenous forces. Their presence was also already known by the occupants of Little Bighorn. Due to this, Reno's companies were forced to form a skirmish line instead of luring the warriors away. Marcus Reno's forces could not hold the line and were forced to withdraw as at least five hundred furious Plains warriors counterattacked (Perrett 8).

After taking control of the non-combats, Custer was supposed to reinforce Reno's team, but they have yet to make it that far. At this point, it needs to be clarified on the precise details. What historians do know for sure is that Custer and all of his companies were successfully wiped out. The other details come from the oral accounts told by indigenous survivors.

An Apsáalooke Crow woman, Pretty Shield, recounted that Custer died while attempting to ford the river of Little Bighorn. She remarks seeing the multiple white men in blue attire attempting to cross the river. Pretty Shield's story is countered by the story of Chief Gall, a Lakota, who claimed that Custer did not attempt to ford the river. Chief Gall stated that Custer died near the famous Custer Hill. Other Lakota people corroborate Gall's story, also present at Little Bighorn (Michno 284-285).

The exact circumstances of Custer's idolized death are foggy; however, when his remains were found, Custer had two bullet wounds. There was a bullet in his skull and a bullet in his chest. To make the story more complex, some historians suspect that the wound on the left side of his skull indicates assisted suicide. Current speculation suggests that the right-handed Custer was fatally shot in the chest, and one of his men shot him in the head shortly after. However, that is only speculation, and the Lakota narrative claims that Custer was shot off his horse (Brininstool 60-62).

Frustratingly, events after Reno and Custer split ways are mostly speculation, as the survivor stories do not align. Even the exact location of the encampment and the subsequent is uncertain. Custer's death via gunfire and the length of the conflict (under an hour) is clear to modern-day historians (Graham 88)

The Legacy

In less than a week after George Custer's death, he was immortalized by the American newspapers. The New York Times ran an article titled Massacre of Our Troops, thrusting the hero narrative into Custer's lap (New York Times 1). He was romanticized as a gallant hero who sacrificed himself to protect United States territory.

His wife, Elizabeth Custer, was said to have insisted that her late husband was a war hero and heavily pushed the popular narrative. Her efforts were solidified when the painting Custer's Last Fight by Cassilly Adams circulated throughout the continental United States. Budweiser Beer reproduced the painting from 1888 as a branding effort, further popularizing the Custer story.

George Custer's legacy held firm until World War II, as distrust and skepticism in the government rose in the West. Historians began to dig beyond the gilded legacy, bringing light to the reality of Custer's actions. Undeniably, Custer and his men were active participants in eradicating the Indigenous populations. However, the toxic legacy is not the fault of Custer. Although those around him described Custer as glory-hungry, he did not spread his narrative. He can and should be faulted for the atrocities committed by his hand, but the heroic idolization can not be blamed on Custer.

Conclusion

Lieutenant Colonel George Custer was seared into the American history books regardless of if he was a hero or a hedonist. To readjust the scales, stories about Crow woman Pretty Shield or Cheyenne man Chief Black Kettle deserve to be immortalized. The fantasy of American greatness and the "sacrifice" of Custer comes at the cost of ancient cultures deeply rooted in the land. The stories of victims deserve to be known and reach far beyond Custer's untruthful blaze of glory.

What do you think of Lieutenant Colonel George Custer’s legacy? Let us know below.

Now, if you enjoy the site and want to help us out a little, click here.

References

Brininstool, Earl A. Troopers with Custer : Historic Incidents of the Battle of the Little BigHorn. Stackpole Books, 1994. p. 60–62.

Graham, William A. The Custer Myth : A Source Book of Custeriana. Stackpole Books, 1986. p. 88.

Hardorff, Richard G. Washita Memories: Eyewitness Views of Custer's Attack on Black Kettle's Village. University of Oklahoma Press, 2006. p. 30.

Linderman, Frank B., et al. Pretty-Shield: Medicine Woman of the Crows. University of Nebraska Press, 1931. pp. 135-136.

Michno, Gregory F. Lakota Noon, the Indian Narrative of Custer's Defeat. Mountain Press, 1996. pp. 284-285.

Perrett, Bryan. Last Stand: Famous Battles Against the Odds. Arms & Armour, 1993. p. 8.

Taft, Robert. "The Pictorial Record of the Old West 4." Kansas Historical Society, www.kshs.org/p/the-pictorial-record-of-the-old-west-4/13042. Accessed 27 May 2023.

The New York Times. "MASSACRE OF OUR TROOPS.; FIVE COMPANIES KILLED BY INDIANS.GEN." The New York Times, 6 Jul. 1876, p. 1.

Wert, Jeffry D. Custer: The Controversial Life of George Armstrong Custer. Simon & Schuster, 1996. p. 225.

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The American Revolution sent shockwaves around the world, but how did the rebel Americans beat the British, arguably the most powerful military in the world at the time? Richard Bluttal explains by looking British weaknesses and American strengths.

A painting entitled The Battle of Long Island. By 21st century artist Domenick D'Andrea.

“The time is now near…” wrote Commander-in-Chief George Washington, which will “…determine whether Americans are to be Freemen or Slaves.” Over the course of the Revolutionary War, as many as 400,000 men from the ages of 16 to 60 fought against the British—about 25,000 gave their lives. Basic training was short, rations inadequate, and pay was poor. Some enlisted out of patriotism, some joined for the adventure, and others were drafted. Length of service varied from a few months to the duration of the war. Leaders like Washington soon discovered that instilling discipline and keeping an army of volunteers on the battlefield and off the wheat field (many soldiers were farmers who returned home during harvests without permission) was no easy feat. In 1778, the royal army consisted of nearly 50,000 regular troops combined with over 30,000 German (Hessian) mercenaries. George Washington, in contrast, never had more than 20,000 troops under his command at any one time. Most of these American soldiers were young (ranging in age from their early teens to their mid-20s), landless, unskilled, and poor. Others were indentured servants and slaves who were serving as substitutes for their masters and had been promised freedom at the war's end. Also in the Continental army were many women who cared for the sick and wounded, cooked, mended clothes, buried the dead, and sometimes served in combat.

The British seemed unbeatable. During the previous 100 years, the British had enjoyed triumph after triumph over nations as powerful as France and Spain. At first glance, the odds were clearly against the Americans. A closer look provides insight into how the underdogs emerged victorious.

Britain's military was the best in the world. Their soldiers were well equipped, well disciplined, well paid, and well fed. The British navy dominated the seas. Funds were much more easily raised by the Empire than by the Continental Congress. Some of those funds were used to hire Hessian mercenaries to fight the Americans.

The Americans had tremendous difficulty raising enough funds to purchase basic supplies for their troops, including shoes and blankets. The British had a winning tradition. Around one in five Americans openly favored the Crown, with about half of the population hoping to avoid the conflict altogether. Most Indian tribes sided with Britain, who promised protection of tribal lands.

So, we ask the question, how was it possible that the Americans could defeat the British. It certainly was a long shot, let’s see.

BRITISH WEAKNESSES

The British fought a war far from home. Military orders, troops, and supplies sometimes took months to reach their destinations. The British had an extremely difficult objective. Distance was a huge, huge factor. And it wasn’t just about getting orders across the ocean. The British supply chain was simply too long. They could only compensate by looting the local people—which certainly didn’t help the public opinion of “the King’s men.” They had to persuade the Americans to give up their claims of independence. As long as the war continued, the colonists' claim continued to gain validity. The geographic vastness of the colonies proved a hindrance to the British effort. Another weakness of the British army was fighting on the wooded and hilly terrain of the American colonies. The British sought flat, open ground so that they could fight in the European style they were accustomed to, with lines of men blasting away at each other with muskets from 50-75 yards. (Although the British had defeated the French in the French and Indian War, their most crucial victory had been at Quebec, on the Plains of Abraham, where the two foes battled as they might have in France). American soldiers were much more willing to fight from concealment and retreat to fight another day, leaving the British, their supply lines growing ever attenuated and more perilous, chasing after them.

The British had just fought a difficult war with the French and their native American allies in the French and Indian War. The cost to Britain was enormous. There were constant debates in the British Parliament about the funding of this new conflict, thousands of miles from the homeland.

A related weakness for the British was the fact that it was difficult for the government to recruit men into the army, since there was no military draft, and few able-bodied British men wanted the hard and dangerous life of the army overseas. In order to fulfill Gen. William Howe’s wish for 50,000 men to defeat the colonials, the British government was forced to turn to German mercenaries from the then-province of Hesse-Cassell (whom the Americans therefore called Hessians). Thirty-thousand British and Hessian troops were in fact sent to North America 1776, but since mercenaries felt no loyalty beyond a paycheck, they were prone to desertion.

Another weakness of the British, especially at the outset of the war, was its disdain for the colonial fighters it was facing – Burgoyne would famously call the Americans “a rabble in arms" -- and be defeated by them at the battle of Saratoga. Gen. Thomas Gage, commanding 2,200 British soldiers at the Battle of Bunker Hill (really Breed’s Hill) in June of 1775, sent his men in frontal charges against this “rabble,” only to see the American stand their ground and kill or wound half of the British forces. Finally, the British faced a failure in coordinating strategic objectives -- their commanders, King George III and his ministers in England, were never quite on the same page as to the best way to defeat the Americans, in part because the same distances that made resupply difficult kept communication uncertain and lacking in timeliness.

AMERICAN STRENGTHS

With so many Americans undecided, the war became in great measure a battle to win popular support. If the patriots could succeed in selling their ideas of revolution to the public, then popular support might follow and the British would be doomed.

Even with military victory, it would have been impossible for the Crown to regain the allegiance of the people. Revolution would merely flare up at a later date.

In the long run, however, the patriots were much more successful attracting support. American patriots won the war of propaganda. Committees of Correspondence persuaded many fence-sitters to join the patriot cause. Writings such as Thomas Paine's "Common Sense" stirred newfound American nationalism.

As to the war strategy, the Native American allies taught the Americans a whole different kind of warfare, guerrilla or snake warfare. The greatest use of guerrilla warfare during the American Revolution took place during the Southern Campaign. Led by American general, Nathanael Greene, and aided by Baron Friedrich von Steuben, guerrilla warfare was used extensively in the later years of the war. In the forests of the South, Greene was able to draw British forces away from their supplies and then engage them with small fighting units in order to inflict damage. By dividing his forces, Greene was able to spread his soldiers across a wider area. As a result, British General Charles Cornwallis and the Southern detachment of the British Army often found extreme difficulty finding the Americans and successfully contending with them in skirmishes. Also, the Americans knew the country. They’d been fighting the Indians (sometimes accompanied by the French) for decades before the Revolution. They knew how to take advantage of terrain, and they did. And then, of course, you had the backwoodsmen, who generally had Kentucky rifles—which were an entirely different order of weapon from the smoothbore Brown Bess muskets the British had: they shot longer and straighter. Now if you’re a Patriot in a buckskin jacket, lying in the brush and aiming at a block of men wearing bright red coats in the woods, crammed together in Napoleonic squares (which was how European armies fought even before Napoleon), trying to shoot from daylight into shadow… who do you think is going to hit the target? Was this why the Americans were called ragtag soldiers?

Many politicians were calling this group of colonists, ragtag soldiers. I think James Volo (MA in Military History and Wars, American Military University) addresses this concept of ragtag soldiers very well. “The American were not a rag-tag bunch of farmers. They had been exposed to and part of the defensive forces of the several colonies since their founding. Most of the soldiers who fought for the English colonies prior to the final cataclysm of the French and Indian War were colonials. Only after 1759 were large numbers of regulars sent to the English colonies. However, these colonials were not formed into a simple citizen army but rather were regular provincial troops—formed into regiments and paid by the colony. From this point provincial regiments were established to replace the less formal militia units in major operations. In many colonies they became permanent organizations known as the Governor's Foot Guard, or Horse Guard. In later times, they became the Royal Americas or the Queen's Rangers. There remains in America the cherished romantic concept of the militia as "minutemen," a mythical army of self-trained and self-armed warriors springing from the colonial soil in times of trouble. This is not completely true. Most of the American officer of the Revolution — like Washington himself — had been officers or NCOs in the French Wars, and many of the Rev War NCOs (excepting the youngest) had served as soldiers in that war — Putnam, Stephen, Hazen, Pomeroy, Wooster, Stuart, Schuyler. Virginia established a system of paid, mounted rangers in the 17th century of almost 1,000 men. They patrolled the frontiers, held down depredations, and tried to keep abreast of the attitudes of the natives for a century. The New England colonies established a similar but less extensive system of rangers along their northern borders in the French and Indian War to protect the outlying settlers from the ravages of sudden attack. The best-known group of rangers was that raised by Robert Rogers from among the tough woodsmen of the New Hampshire frontier. Israel Putnam, one of the later and now a general in the American Revolution, had helped to inform the establishment of British Light Infantry. The British at the end of the war could not believe that a bookseller (Knox), and blacksmith (Greene) and a tavern keeper (Putnam) had beaten them.“

AVOIDING A KNOCK-OUT BLOW

Washington's strategy of avoiding large-scale confrontations with the royal army made it impossible for the British to deliver a knock-out blow. Only once during the Revolution (at Charleston, S.C. in 1780) did an American army surrender to British forces.

The direct assistance of France and Spain, and the indirect assistance of the Dutch was of great importance to the revolution. It also gave the Americans a fighting chance against the Royal Navy, battles like Penobscot proved that the Americans hadn’t much of a chance against the British navy. However, the intervention of French and Spanish navies changed this. The Americans also had the help of privateers. With the French and Spanish against them as well, Britain ended up fighting a war that they couldn’t win. From 1776 to 1783 France supplied the United States with millions of livres in cash and credit. France also committed 63 warships, 22,000 sailors and 12,000 soldiers to the war, and these forces suffered relatively heavy casualties as a result. The French navy transported reinforcements, fought off a British fleet, and protected Washington’s forces in Virginia. French assistance was crucial in securing the British surrender at Yorktown in 1781. Prior to the onset of the American Revolution, the original 13 colonies had no real naval force other than an abundance of merchant vessels that were engaged in domestic and foreign trade. The colonies' merchant service had vast experience with the open sea and with warfare, which included British naval expeditions against Cartagena, Spain, and Nova Scotia during the nine years of war with France (1754–1763). Thus, the importance of naval power was recognized early in the conflict. On 13 October 1775, the Continental Congress authorized the creation of the Continental Navy and established the U.S. Marine Corps on 10 November. By 1776, the colonies had 27 warships—in contrast to the powerful Royal British Navy, which had about 270 warships. Also problematic was that American commanders were often confronted by sailors and Marines who had not been adequately trained and lacked discipline.

Perhaps the single most important reason for the patriot victory was the breadth of popular support for the Revolution. The Revolution would have failed miserably without the participation of thousands of ordinary farmers, artisans, and laborers who put themselves into the line of fire. The Revolution's support cut across region, religion, and social rank. Common farmers, artisans, shopkeepers, petty merchants were major actors during the Revolution. Ex-servants, uneducated farmers, immigrants, and slaves emerged into prominence in the Continental Army.

The growth of popular participation in politics began even before the Revolution. In the years preceding the war, thousands of ordinary Americans began to participate in politics--in non-importation and non-exportation campaigns, in anti-Tory mobs, and in committees of correspondence linking inland villages and seaports. Many men joined groups like the Sons of Liberty to protest British encroachments on American liberties. Many women took the lead in boycotts of British goods; they also took up the spinning wheel to produce homespun clothes. During the Revolution itself, some 400,000 Americans, including at least 5,000 African Americans, served in the fighting for at least some time.

CONCLUSION

The Revolution had momentous consequences. It created the United States. It transformed a monarchical society, in which the colonists were subjects of the Crown, into a republic, in which they were citizens and participants in the political process. The Revolution also gave a new political significance to the middling elements of society-- artisans, merchants, farmers, and traders--and made it impossible for elites to openly disparage ordinary people.

Above all, the Revolution popularized certain radical ideals--especially a commitment to liberty, equality, government of the people, and rule of law. However, compromised in practice, these egalitarian ideals inspired a spirit of reform. Slavery, the subordination of women, and religious intolerance--all became problems in a way that they had never been before.

The Revolution also set into motion larger changes in American life. It inspired Americans to try to reconstruct their society in line with republican principles. The Revolution inspired many Americans to question slavery and other forms of dependence, such as indentured servitude and apprenticeship. By the early 19th century, the northern states had either abolished slavery or adopted gradual emancipation plans. Meanwhile, white indentured servitude had virtually disappeared.

What do you think of American strengths and British weaknesses during the American Revolution? Let us know below.

Now read Richard’s series of articles on trauma and medicine during war, starting with the American Revolution here.

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The stereotypical image we have of a pirate comes from the silver screen and the works of Robert Louis Stephenson, and while piracy has existed since ancient times it really came into its own in the17th and 18th centuries.The Golden Age of Piracy saw countless pirates out at sea, rampaging across the waves and looting wherever they could.

Despite the bloodthirsty and violent nature of the average pirate, their image is something we’ve come to look upon with fondness, with children dressing up in costumes of them and many considering the romanticized Captain Jack Sparrow as a bit of a hero. The average pirate was far from the good-looking and eccentric rogue we imagine and delving a little into their history gives a truer picture of these seafarers.

Jennifer Dawson explains.

A painting entitled A Barbary pirate. By Pier Francesco Mola, 1650.

Pirates in Popular Culture

From Batman comics to Hollywood and classic literature to fun social games, there are modern representations of pirates in many different forms of art and media. Since Treasure Island, the adventure and excitement of a pirate’s life and experience has captured and captivated our interest. Not many groups from history have managed to remain so popular and interesting in the same way, so exploring the history of pirates never gets old.

Columbus attracts Caribbean Pirates

The famed explorer Christopher Columbus connected and created communication between Europe and the lands we have come to know as the Americas in the 15th century. Columbus worked for the Spanish monarchy and the new lands he discovered were quickly claimed by Spain as their own. As explorations continued, they found plentiful bounty, with their new lands awash with sources of silver, gold and gemstones.

Spanish galleons began transporting their bounty back to Europe and it’s no surprise that pirates quickly saw their chance and were drawn to these humongous vessels packed with precious goods. Pirates consistently began to attack any Spanish galleon they came across, leading to large armadas being formed, with galleons sailing in groups and protected by armed vessels. Spanish people who moved over to the Caribbean islands and American mainland also found their new settlements under attack from pirates.

Buccaneers, Corsairs or Privateers?

Many kinds of pirate roamed the seas at different times. A buccaneer was often seen as a 17th century pirate from the Caribbean Islands of Hispaniola and Tortuga. They began life as hunters but soon became employed by governors of Spanish islands who would pay them to attack those Spanish galleons carrying treasure. To begin with, buccaneers carried out their orders with little argument but over time, they became more self-serving and began to attack any valuable looking ship, whether considered the enemy or not.

Corsairs were usually Mediterranean pirates operating from around the 15th to 18th centuries. Most famous amongst their members was Barbarossa and there were both Muslim and Christian corsairs operating around the Mediterranean.

Finally, privateers were privately owned ships which were fully armed and able to operate in times of war. The British Admiralty of the time would issue these private owners with assurance they could attack and capture merchant vessels with no risk of being charged with piracy.

Piracy today

Contemporary piracy is still very much a problem. Seaborne piracy against transport vessel is said to cost around $16bn per year and there are particular issues in certain areas of the world such as the Strait of Malacca and the waters between the Red Sea and Indian Ocean near the Somali coast.

While the legend and history of piracy is fascinating, there is tyranny and violence at its heart, and it is still a problem which we’re battling to this day.

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A rival nationalist government formed on the island of Taiwan following the Chinese Civil War in 1949. This separation from the communist controlled mainland China has been a source of International tension ever since. Here, Victor Gamma looks at how and why mainland China separated from Taiwan. He starts by looking at early 20th century China.

A 1920s portrait of Sun Yat-sen.

When Vladimir Putin recently claimed that Taiwan belonged to the People's Republic of China (PRC), he triggered a withering rebuke from Taipei. In response to Putin's remarks, the Taiwan Ministry of Foreign Affairs fired back, "the Republic of China (ROC/Taiwan) is an independent, sovereign nation… The ROC and the autocratic PRC are not subordinate to each other. The regime of the Chinese Communist Party has never ruled over Taiwan for one day and does not enjoy any sovereignty over Taiwan'' …The future of Taiwan can only be determined by the Taiwanese people and Taiwan will never surrender to any threats from the PRC government.”

The communist (PRC) regime, on the other hand, like Putin, sees Taiwan as part of its territory. Thus, in their view, they have every right to demand reunification - by force if necessary. Why are there "two China's" anyway? What lies behind this threat to peace that has even Japan ramping up its military muscle? Let’s see what history has to tell us.

Background

The current Taiwan-China conflict grew out of the crisis of the "Century of humiliation" as the Chinese call it. This was a period from roughly 1840-1949 when China fell victim to foreign aggression and internal division. By 1900, after 50 years of one disaster after another, it was clear to many that the Imperial Qing Dynasty was hopelessly inept and corrupt. It had long proven itself incapable of coping with the challenges of modernization.

With chaos and humiliation swirling around them, increasing numbers of Chinese became convinced that they needed major change. Numerous reform and anti-Qing movements arose with the goal of solving China’s problems. Many Chinese realized the need to copy Western techniques if China were to survive. As reformer Kang Yu Wei put it in 1906, “We need, too, governmental and political reforms and a reorganization of our political machinery.”

Among the many organizations seeking to help was the Revive China Society (Xingzhonghui). Today’s Kuomintang Party or Guomindang (GMD) traces its history to this movement, founded on November 24, 1894. The next year the Society adopted an official flag, the blue sky with a bright sun. This emblem remains the Kuomintang flag and adorns the national flag of Taiwan to this day. In 1905 the Revive China Society was merged into the Revolutionary Alliance aka Tongmenghui. By this time Dr Sun had enunciated his famous “Three Principles of the People;” Nationalism, Democracy and the welfare of the people. The Three Principles were partly influenced by his travels in the United States. Especially influential was Lincoln’s philosophy of government “by the people.” The Principles included civil rights or limited government. termed ``popular soveriegnty'' in the US. Dr. Sun explained that the people should control their government through means such as elections, referendum, recall and initiative. These principles remain as foundational elements to the Kuomintang and the Constitution of the Republic of China. These are the values Taiwan espouses today. Taiwanese revere Sun Yat Sen as "father of the nation. '' Dr Sun's portrait, in fact, hangs in the main legislative chamber in Taipei.

Revolution

Finally on October 10, 1911 (“double tenth”) an uprising triggered an anti-Qing revolution. There was nothing remarkable about an uprising, but then something incredible occurred: Within a few short months, a system that had lasted 2,000 years collapsed like a house of cards. The ROC (Republic of China) was established by the Chinese people through the Provisional Presidential Election held on December 29, 1911. Dr. Sun won a whopping 94% of the vote to become the first president in his country’s history. On January 1, 1912 he was sworn in and announced the official beginning of the Republic of China. On February 12, 1912 the last Qing monarch abdicated the throne, formally beginning China’s troubled venture as a republic.

At the time of the Revolution, Sun Yat Sen was the acknowledged leader of the Chinese revolutionary movement. In 1912 the Revolutionary Alliance and several other parties merged to form the Kuomintang (Nationalist) Party, KMT for short, aka “National People's Party.” It evolved out of the revolutionary league that had worked to overthrow the Qing. But it was one thing to overthrow a government, quite another to assert authority. By 1913 Sun had lost the power struggle and fled to Japan in exile, not to return until 1916. China’s infant experiment in parliamentary democracy collapsed. In practical terms, this meant the dissolution of China into a state of anarchy with regional rulers exercising control.

Mao

Meanwhile, another pivotal event took place in 1893: the birth of a son to a prosperous farmer of Hunan Province, named Mao Zedong. Although reared in the ways of traditional China, including the Confucian Classics, Mao rebelled against all this at an early age. He was expelled from more than one school and ran away from home briefly. When he was 14 a marriage was arranged for him and the young women moved into the family home. Mao refused to even acknowledge her. Instead, he moved to Changsha to continue his studies. When the 1911 Revolution came, Mao quickly joined the Anti-Qing military and did everything he could to overthrow the hated Manchu. Having tasted the wine of politics, Mao became insatiable. Between 1913 and 1918, as a student at the Changsha Teacher’s Training College, he devoured works on political ideologies. Especially impressive to him was the 1917 Russian Revolution and the ancient Chinese Legalist philosophy. Upon graduation he took a job at the Beijing University Library. It just so happened that his boss at the library, Li Dazhou, was a budding communist and soon exerted a major influence on the young Mao. He was one of many who became convinced that the solution to China’s problems lay in Marxism.

By 1919, while Mao was still a lowly librarian, a new revolutionary ferment broke out. Seven years after Dr Sun had proclaimed the Republic, China was still mired in political and economic chaos. Warlords and bandits ruled their own territories in defiance of any national government. Sun returned to China in 1916 but his authority was limited to a small area around Canton. To make matters worse, although China had joined the Allied cause in hopes of attaining an end to its semi-colonial status, China was betrayed at the Versailles Peace Conference; Japan was allowed to keep the territory in Shandong Province it had captured from Germany in 1914. This was a massive slap in the face to China. On May 4, 1919 a crowd of students gathered at Tiananmen Square to voice their frustrations. This was part of a resurgence of nationalism. Among other results, leftist ideologies gained momentum. Movements like Sun’s now expanded into a more grass-roots effort. Leaders such as Li Dazhao and Chen Duxin emerged from the May 4 movement. These two, like many others, began to abandon Western-style democracy and turned to leftist ideology. They looked to the new Bolshevik government in Russia as an example. In 1920, Li was head of the library at Peking University and professor of economics. Captivated by the Russian Revolution, he began to study Marxism. Many were impressed with the apparent success of the Bolsheviks. Li founded a study group to discuss Marxism. This evolved into the Chinese communist party, founded in July 1921. Mao Zedong was among the founding members.

Sun

Meantime Sun and his Kuomintang, lacking military support, had been unable to build a strong enough political organization to assert their authority. Sun began to realize that his movement needed help if he were to unify China - they had proved to be no match for ruthless warlords and helpless to end the foreign concessions. Sun had tried to enlist the aid of Japan and the West. He even wrote to Henry Ford, imploring his help. In a letter to the famous auto manufacturer he wrote; “There is much more to hope, in my opinion, from a dynamic worker like yourself, and this is why I invite you to visit us in South China, in order to study, at first hand, what is undoubtedly one of the greatest problems of the Twentieth Century,” The request came to nothing. Rebuffed by the West, he took a step that would have momentous consequences. By 1921 the Bolshevik in Russia revolutionaries had proven they could take and hold on to power. They had established themselves and were carrying out their reform program. They had accomplished this in four short years while the Chinese revolution had now been floundering for a decade. He invited Russian help in building his party. The Russians were only too glad to help but they attached a price tag: Sun must allow the communists to join his kuomintang. Mikhail Gruzenberg, known as Borodin, was sent to Canton in 1923 to advise Sun. Here was a seasoned agent of the newly-formed Comintern. He had already been to several countries to spread bolshevism. He and Sun established a formidable partnership as Borodin put his considerable political skills to work. It would hardly be an overstatement to say that he almost single-handedly turned the Kuomintang into an effective force. He gave them a tight party organization, drafted a constitution for them and taught effective revolutionary and mobilization techniques. Borodin also convinced Sun to admit the small (300) communist party into his nationalist movement and create the first United Front between the KMT and CCP. This was a potentially powerful move to bring unity and stability to China. This United Front thus combined the conservative and leftist political movements of China. Unity was essential to overcome the warlords, who dominated all of north China. Nonetheless, this is where the conflict between the two China’s begins. For all their cooperation, the two ideologies, communism and nationalism, would prove absolutely incapable of working together for long. Some consider this to be Sun’s greatest mistake. Once given legitimacy, the communists would be very difficult to control.

Additionally, Sun and his followers established a military academy to train officers in the struggles to come. Known as the Whampoa Military Academy, it played a critical role in the centuries major conflicts. In 1924 Sun Yat Sen appointed the general Chiang Kai Shek to be the first commandant of the Academy. Chiang had met Sun in Japan and became a devoted follower. Over the years he had proved his faithful commitment to Sun, even at the risk of his own life. Subsequently, several Academy members, including Chiang, were sent to Russia for training. He remained, at least in word, dedicated to Dr. Sun’s principles throughout his career. In a 1942 message to the New York Herald Tribune Forum on Current Problems Chiang asserted “(our) Revolution is the attainment of all three of Dr Sun’s basic principles.” After the death of Sun Yat Sen in 1925, Chiang continued his rise to power. He became commander in chief of the National Revolutionary Army (NRA) and in June, 1927 began the long-awaited “Northern Expedition” with the objective of destroying the warlords and reuniting the country.

What do you think of the early 20th century in China? Let us know below.

Now read Victor’s article on the explosive history of the bikini here.

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This three-part series takes on one of America's most important founding fathers, John Adams. John Adams’ contributions to the founding, development, and success of the United States was unrivaled by others of his generation. In this series, Avery Scott examines John Adams’ life and contributions to the United States from three perspectives. First, John Adams the patriot here. Second, John Adams the diplomat. Third, John Adams the Statesman.

Here, Avery looks more closely at John Adams as a diplomat across Europe.

A portrait of John Adams in 1785 (shown here in black and white). By Mather Brown

Introduction

John Adams served his country in the diplomatic service for much of his life. Eventually, becoming the most experienced foreign diplomat in service, he was called upon to negotiate some of the new nation's most difficult situations. Despite Adams future successes, his diplomatic career began with a torrent of failures.

Lord Howe

After the signing of the Declaration of Independence, the war took a turn for the worst with British forces commencing hostilities on New York. The troops under control of General Washington showed their inexperience and lack of discipline when attacked by professional soldiers. Many soldiers ran from their post, deserting the field and in their wake, leaving behind weapons and powder already in short supply. Fortunately, brave Marylander’s under the command of Lord Stirling guarded the retreating army, making a retreat possible - despite suffering heavy casualties.

Washington knew that his men had to reach safety quickly, as he expected a British armanda to arrive shortly to blockade his overwhelmed Army. Gen. Washington brilliantly developed a plan to retreat across the East river under cover of darkness and fog thanks to brave Massachusetts seafarers who conducted the soldiers' safe passage throughout the night. While the defeat was difficult, the escape was a small silver lining to an otherwise dark cloud. Washington saved the bulk of the Army to fight another day, but learned how weak the force was that he was defend the nation. Soon the news of the battle and escape arrived to Congress, as did paroled General John Sullivan bearing news of Admiral Lord Howe’s desire to speak with a delegation from the colonies regarding an “accommodation.” Adams stood firm that no such meeting should occur, however he was overruled by the greater majority of Congress. Ironically, despite his objections, Adams was selected as one of three members who should meet with Howe on Staten Island. The other two members selected were Benjamin Franklin and Edward Rutledge. So on September 11, 1776 the three commissioners met with Admiral Lord Howe to discuss Howe’s proposal of “re-union” of the colonies to their rightful allegiance to the crown. It was here that Adams began a diplomatic career that would change the fate of America.

France

After the meeting with Admiral Lord Howe, which proved to be a worthless endeavor, and the sting of the loss at New York fresh on their mind, Congress began deliberations to find new ways of recruiting and maintaining a professional Army. It quickly became apparent that America was in an untenable position, and needed an ally to assist in winning the war. Specifically, Congress needed an ally with access to men, supplies, and money. The delegates knew France was their best hope to be victorious. Adams was wary of this alliance, and stood firm that it must be purely militaristic in nature, and not entangle America in the future problems of France (a country that spent more time at war than at peace). Seeing France as their best option, Congress appointed Benjamin Franklin and Thomas Jefferson commissioners to France with the goal of assisting Silas Deane in negotiating a treaty of alliance. Thomas Jefferson was replaced by Aruthur Lee when Jefferson declined the appointment due to personal reasons.

Adams soon returned home to Braintree, and then back to Baltimore for another session of Congress. It was during this session that Adams was given the most dispiriting news of the war yet. Washington’s troops were bested by Howe’s forces at Brandywine Creek. Who could then march, unabated, the short distance to Philadelphia - routing Congress. Fleeing to York, Congress convened but many members, including Adams, soon departed for home. After enjoying the comforts of home for some weeks, Adams traveled to represent a client in his capacity as a lawyer. During his absence, Abigail received Adams commission to serve with Benjamin Franklin and Arthur Lee in France. He was being called to serve in place of Silas Deane who was recalled to answer to Congress for his actions as commissioner. Abigail, upon reading the commission, was furious with Congress and their attempt to make her life “one continued scene of anxiety and apprehension.” Despite her effort, he quickly accepted the appointment as he felt it his public duty. Adams would depart for France leaving behind his entire family - except John Quincy who would journey with his father. In secrecy, to avoid spies or attack, father and son departed their home waters aboard the Boston. Captain Samuel Tucker was to be responsible for transporting the Adams’ safely to France. Tucker accomplished this mission, albeit not without some difficulty on the way. Namely, the capture of the British cruiser Martha. But after six weeks and four days aboard ship, Adams was rowed ashore, leaving the Boston behind, and beginning what would become one of the greatest diplomatic careers in the nation's history.

Immediately after Adams arrival, he began to be introduced to French society by Benjamin Franklin. Franklin, being the most popular American in France, had many friends that he advised Adams befriend as well. Adams quickly became enamored with the culture and excitedly wrote Abigail regarding the experiences thus far. However, Adams also met Charles Gravier, Comte de Vergennes, the King’s Foreign Minister, who would become a thorn in the side of Adams’ diplomatic hopes. However, the first problem Adams encountered had nothing to do with diplomacy or the French. Rather, it was the ongoing turbulence between Franklin and Arthur Lee, which led both men to complain of the other to Adams in private. Despite personal differences, the men shared the common goal of an alliance with France. And the first step to this was to introduce the new Minister to King Louis XVI. In which Adams was struck by the importance of King Louis on the future of the Nation.Adams spent much of his time in France feeling as though he was accomplishing little, because the treaty of alliance he was sent to negotiate was already agreed upon prior to his arrival. And the Comte de Vergennes seemed disinterested at best or unwilling at worst to do anything additional to help America. Because of this, he spent the remainder of his first stay in Paris struggling with his fellow commissioners, the Comte de Vergennes, and frustration from Abigail regarding his continued absence. However, Abigail need not worry long, as Adams soon received the news that Franklin was appointed by Congress to be the sole Minister to Paris, with no direct instructions being given to Adams as to future assignments. Deeply hurt by the betrayal, Adams planned to sail home.

Home Again

Adams, despite frustration at Congress for the lack of communication, was deeply relieved to be home with the family he loved and his farm. He would not have much time to enjoy retirement as he was soon selected as a delegate to the Massachusetts state convention in order to form a state constitution. Once Adams completed his work for the state convention, and the new constitution was ratified, Adams was called back to Paris to serve as a Minister Plenipotentiary to negotiate treaties of peace with Great Britain. Adams was frustrated at the way he was treated by Congress, with Henry Laurens writing an apology to Adams stating he was “dismissed without censure or applause.” So as it were, Adams now set sail again to France, John Quincy in tow as he was before, but with the addition of his other son, Charles.

Holland

His time in Paris began with the first of many battles with Vergennes regardings his commision, and the appropriate time to reveal his intentions. This would not be the final battle between the two, as Vergennes eventually attempted to effect the recall of Adams. Even going so far as to employ Franklin in the attempt. Despite the treachery, it became a turning point in Adams’ career, as this is when he made the decision to visit Holland in an attempt to gain financial assistance. Adams trip to Holland was one of “militia diplomacy” in which he bent the rules of his new nation, and the customs long followed by all nations to affect his change. He had not been called to do so by Congress, but instead went on his own free will. Eventually, Congress officially voted for Adams to serve in this role. Which proved vital as Adams was very successful with the Dutch, with the Hague voting to recognize him as the Foreign Minister to the Netherlands on April 19, 1782, and the independence of America was also recognized. Eventually, trips to Holland would lead to a multitude of Dutch loans to America that allowed for the continuance of the war effort, and the ability to pay the balance of prior loans, and began to build American credit abroad. Additionally, on October 8, 1782, Adams negotiated, and signed, a Treaty of Commerce with the Netherlands.

Treaty with Britain

After negotiating the Dutch treaty, Adams was dispatched back to Paris for final peace negotiations. Unfortunately for Adams, he lost his appointment as sole Minister to France following the letters to congress from the Comte de Vergennes and Franklin. However, he was still on the team of diplomats responsible for such negotiations. This team included Adams, Franklin, Thomas Jefferson, John Jay, and Henry Laurens (Jefferson being absent for the time, and Laurens being in the Tower of London). Adams was in little rush to attend the negotiations, and ensured that he wrapped up all open business at the Hague prior to leaving - even doing some sightseeing on the way. Upon his arrival in Paris he was dejected to learn of Congress secret instructions to the negotiators to only push for concessions approved by the French government. Even Franklin, the member most beholden to the French, found this to be an untenable position to negotiate from. Eventually agreeing with the other delegates that they would proceed contrary to Congress instruction, and strike the best deal possible with Britain without prior approval from France. The men worked well together, gaining land for the US and reaching peace terms the British found agreeable. It was only on the point of private debts that the commissioners deferred. Jay and Franklin felt that private debt agreements between Americans and British merchants should be forgiven due to the damage the British inflicted upon their former colonies. However, Adams strongly argued, eventually winning, that private debts should be paid notwithstanding injuries from war. This was, however, more of a personal victory than a practical one. Because few individuals would make much attempt to repay the debts, and both state and national congress’ would do little to enforce it.

Adams' final stand came on the rights of American fishermen to fish in the waters off Nova Scotia. Adams was a Massachusetts man, and though not a seafaring man himself, grew up watching the value of cod and other fish to his region's economy - refusing the British to take away this right.

A preliminary treaty of peace was signed with the British on November 30, 1782. With the official treaty being ratified on September 3, 1783 thus ending hostilities. Following the treaty, in August of 1784 - Abigail joined her “dear Mr. Adams” in Paris. After a blissful reunion in Paris, Adams was eventually named the Ambassador to the Court of St. James. The goal of this post being to resolve outstanding issues between America and Britain following the Treaty of Paris. With sadness, Abigail and John left Paris to assume their new post as the first minister from America to King George III. Adams' diplomatic career would continue for many years following the signing of the Treaty of Paris and his call to London. However, in the years following his arrival to France, Adams proved that he was no longer an inexperienced diplomat, and had now become a statesman….

What do you think of John Adams as a diplomat? Let us know below.

Now read Avery’s article on the role of privateers in the American Revolution here.

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Anaconda was the strategic plan proposed by General Winfield Scott early in the US Civil War. Scott’s concept was to defeat the Confederate States of America (CSA) through economic measures rather than a land war. Its purpose was to devise an approach to prevent imports and exports, which would squeeze and strangle (like the snake) the Confederacy into submission. Scott thought that by depriving the South of foreign trade and the ability to import or manufacture weapons and military supplies, the war could be won with a minimum of battlefield casualties.

Lloyd W Klein explains.

First, if you missed it, read Lloyd’s piece on how the Confederacy funded its war effort here.

A cartoon-esque map of General Winfield Scott's Anaconda Plan to defeat the Confederacy in the American Civil War.

Scott reasoned that the vulnerability of a southern nation was its absence of manufacturing, supplies, and weapons production in the region. He recognized that the seceded states depended on bringing military and consumer imports in, and trading cotton and agricultural exports out. Since the CSA trading partners were overseas and there were no land connections, its economy depended on open rivers and seas. Scott devised a plan for a naval blockade of the ports of the Confederate Atlantic shoreline, an invasion and occupation down the Mississippi River, and the consequent strangulation of the South by combined Union land and naval forces. Scott expected that a land war would be a long, arduous undertaking despite the general opinion that it would be over in weeks.

The two objectives of the blockade were: 1) to prevent war material, manufactured goods, and luxury items from reaching the South to boost their war effort and morale at home and 2) to stop the exportation of raw cotton to foreign manufacturers, which would bring cash to the Confederate economy. By blockading the southern ocean ports and the Mississippi River, its military would slowly suffocate as supplies dwindled and the country became isolated from its trading partners.

Southern Economic Realities

The ante bellum economy of the South relied on bringing manufactured goods from the Northern states and trading raw agricultural products with foreign countries. The South grew crops and raw materials, which were then sold to industrial centers and in return, manufactured goods were purchased. In addition, the South needed markets to sell its cotton and other cash crops. Before the war, the South relied on coastline ports to ship goods and products to other regions and countries.

More specifically, southern economy was dependent on exporting cotton to Great Britain and to the Northeastern states, where clothes and other items were manufactured. The revenue from cotton sales were used to purchase finished products and goods. Food was purchased from Texas and Arkansas or the Midwestern states. Southern reliance on cotton sales and the absence of manufacturing centers in the region delineated why the prewar Southern economy was dependent on maritime trade.

The only way to transport these goods to the consumer were by rail. The blockade overburdened roads and the railroad system in the South, which were not designed to transport troops north-south where the troops needed to go but rather west-east towards the ocean. This increased the cost of transporting goods, raising the prices on agricultural products and stressed the Southern economy. The main role of the railroads before the war was to bring goods to port; the opposite direction was rarely used for transporting heavy loads from the ports to the cities or countryside. This pattern would have to be modified rapidly to stay in the war.

Moreover, the South in 1861 has limited facilities to produce the weapons of war. Only one iron works existed that could produce artillery weapons and armaments, and few manufacturing centers of guns and bullets. All of these would have to be imported to engage in war once those stolen from federal armories in the South had been used.

Proclamation and Management of the Blockade

US Secretary of State William Henry Seward recommended adopting the blockade immediately following the firing on Fort Sumter. Union military commanders were not sanguine about the idea, preferring a rapid attack strategy to a slow suffocation, believing that the war would be rapidly over.

On April 19, 1861 President Abraham Lincoln issued the Proclamation of Blockade Against Southern Ports, putting the Anaconda Plan into effect. The blockade was extended to include North Carolina and Virginia on April 27. The Union Navy had established blockades of all major southern ports, notably New Orleans and Mobile, by July 1861. Other important ports included Norfolk, Charleston, Wilmington and Savannah.

To manage the blockade, a commission called The Blockade Strategy Board was created by the United States Navy at the direction of Assistant Secretary of the Navy Gustavus Fox. The group was comprised of: Samuel Francis Du Pont, who acted as chairman; Charles Henry Davis; John Gross Barnard; and Alexander Dallas Bache. They first met in June 1861 to determine how best to stop maritime transport to and from New Orleans and Mobile. Their analysis of the Atlantic ports was very good from the start but that of the Gulf Coast was not. At that time, detailed oceanographic knowledge was not available for the Gulf.

Legal Implications and Foreign Response

Lincoln was immediately confronted with the question of whether the secession of the South should be regarded as rebellion or as war. The fact that the CSA had a government elected by representatives of the people made declaring it a rebellion appear politically motivated. The US continued to insist that the parties to the contest were not belligerents, and that rebellion was not a war. From the legal point of view, the action had to be regarded as armed insurrection. Secretary of the Navy Gideon Welles advised an undeclared blockade; his idea was to prevent foreign governments from granting the Confederacy belligerent status or recognition as an established nation.

Others suggested that the southern ports be declared closed, which was a legal act. Legally, governments have the right to close its own ports, and to impose penalties upon ships attempting to enter. Only an executive order would be necessary, and would not raise these thorny issues. However, such an order could only be enforced in US waters, which would not allow for stopping ships on the high seas. Additionally, violations would only be breaking a US revenue law, which were only to be adjudicated in a federal court in that state. And, European nations would not have to follow this order because it wasn’t an international law. Convincing foreign governments to view the blockade as legitimate was crucial. The search and seizure of foreign vessels on the high seas, even though bound for the embargoed port, is an act of war, unless there is a declared and established blockade. But, once that happens, the nations are legally belligerents.

As Welles anticipated, Great Britain granted belligerent status on May 13, 1861, Spain on June 17, and Brazil on August 1. Other foreign governments issued statements of neutrality. These governments acknowledged the right of the US to stop and search neutral ships in international waters, but were concerned that the methods being used went beyond what international law allowed. Lincoln specifically noted in his announcements that the US would “follow the law of nations; this meant that the blockading ships would first issue a warning and would only capture the suspected ship on its next attempt to evade the blockade. Union ships decided arbitrarily which ships in Caribbean ports were preparing to run the blockade, waiting outside the territorial limits for those ships to clear port and then board and search.

After the war, Raphael Semmes insisted that the blockade carried recognition of the CSA since countries do not blockade their own ports. Semmes was captain of the blockade runner CSS Alabama, the most successful commerce raider in maritime history, taking 65 prizes. Late in the war, he was promoted to rear admiral and also acted briefly as a brigadier general in the Confederate States Army.

US Naval Maritime Strategy

The basic blockade strategy was simple. The Navy used lightly armed former merchant vessels close to shore, faster and more heavily armed steam frigates patrolling offshore, and cruisers that searched around the globe to interdict Confederate blockade runners and commerce raiders on the high seas.

Actually putting into practice a blockade of the southern half of the United States and a huge transcontinental river, however, was not an easy task. The Atlantic ports had numerous defenses and entrances, and the Mississippi River defended in a number of locations. To succeed, the blockading navy had to patrol 12 major ports, 189 harbors and 3,500 miles of coastline.

In fact, the US Navy was unprepared for this mission at the beginning of the war. The Union had only thirty-five modern vessels, just three of which were steam powered. Accomplishing this task required a huge building program to build ships to cover Southern seaports. Eventually, the Union produced 500 ships for the sole purpose of creating an effective blockade.

The Mississippi River comprised an entirely different problem. The Navy developed a combined-arms strategy with the Army in amphibious and coastal/riverine operations. Both forces were necessary to control of riverways and ports. River warships had to have sufficient power to run battery fire from the shore and enemy ships in an enclosed space. The river experience to that time had been all about commerce and there was no experience building boats to maneuver and carry heavy artillery in a river. These ships had to be designed and built.

Blockade Runners

Maintaining international commerce by overcoming the blockade was crucial to the CSA. Because it lacked sufficient manufacturing centers in the South, the only way to supply its military needs and keep its economy going was by international commerce. Therefore, among all of its other priorities, the CSA had to build a navy with the purpose of evading the US ships blockading its ports. Freighters were much too slow and lacked the ability to outrun or outmaneuver the Union gunboats.

By the end of 1862, the efficiency of the blockade required that only specially designed vessels could attempt to run it. The nature of their operations was risky because they are the targets that blockading fleets try to corner or fire upon. However, the potential profits and benefit were tremendous. Nonetheless, over 80% of attempts to evade the Union blockade were successful.

A blockade runner was a ship built expressly for the purpose of evading a blockade of a port or strait. Steam engines made these ships fast and difficult to trap. These ships were designed to be fast with a light draft, with exceptional maneuverability.. They were lightly armed and armored to save weight and space; their purpose was to “outrun the blockade” not fight the defending naval vessels. To remain undetected, usually the ships made their runs at night. Once sighted, the runners tried to outmaneuver or outrun the Union ships.

However, these necessary characteristics were the opposite of their purpose of carrying heavy weaponry and large amounts of supplies. Consequently, it became necessary to make multiple trips, further increasing the risk. For this reason, most were ultimately captured or sunk. In all, 1,504 blockade runners were captured or destroyed during the war. By the end of the war the Union Navy had captured 1,149 blockade runners, and had destroyed or run aground another 355 vessels.

Blockade runners were privately owned. They typically operated with a letter of marque issued by the Confederacy. These vessels carried cargoes to and from neutral ports. The four principal intermediary points were: Bermuda, Nassau, Havana, and Matamoras. There, neutral merchant ships, usually based in England or other points abroad, would exchange their cargoes. Inbound, the ships brought military supplies and other goods to the Confederacy while outbound ships exported cotton, tobacco and other goods for trade and for sale.

Great Britain played a major role in blockade running. Liverpool was especially prominent; its shipbuilding businesses were ideal for designing and building commerce raiders and blockade runners. The British developed steamships that were longer, narrower and faster than the conventional steamers guarding the American coastline, enabling them to outmaneuver and outrun blockaders. Many British businesses had investments in the South, and were suffering due to the Lancashire Cotton Famine. Furthermore, Great Britain controlled many of the ports in the Caribbean, making it an ideal partner in defeating the blockade.

Blockade runners faced an increasing risk of capture as the war continued. In 1861 and 1862, only about 10% of attempts ended in capture; but by 1863 and 1864, one in three. By war's end, imports had been choked to a trickle as the number of captures came to 50% of the sorties. Some 1,100 blockade runners were captured (and another 300 destroyed). British investors frequently reinvested their profits in the trade; when the war ended they were stuck with useless ships and rapidly depreciating cotton. Ultimately about half the investors made profits while half sustained losses. Although a large proportion of blockade runners did evade the Union defense, the strength of the blockade is better measured as the kinds of ships, and their numbers, that never tried knowing they would be caught.

Confederate Threats to the Blockade

Recognizing that the US Navy were building powerful gunboats, the Confederacy initially countered with small, fast and sleek boats called torpedo boats. These were equipped with spar torpedoes, which were easily countered by hanging chains over the sides of the boats. Another problem was that they really couldn’t carry many supplies.

The Confederates initially operated privateers, allowing them to attack Union ships. However, these ships could only sail from Confederate ports under international law; this rendered them ineffective after 1862 as the blockade ramped up. Confederate commerce raiders were very effective countermeasures. These were gunboats built with the specific purpose of attacking the blockading ships. The CSS Alabama and the CSS Florida were highly effective and rendered maintenance of the dangerous. Despite the attacks by Confederate warships, there were few Union losses. After the Alabama attacked and sank the USS Hatteras off Galveston, it was clear that small gunboats could not blockade shallow inlets without support. Consequently, strategy changed so that large flotillas were deployed, by which large numbers of naval vessels were sent to chase these Confederate warships in open seas.

Confederate ironclads were another innovation designed to break the blockade. In March 1862, the blockade of the James River was threatened by the first ironclad, CSS Virginia, often incorrectly named the Merrimac which was its original name before it was salvaged. in the Battle of Hampton Roads, the Union ironclad Monitor battled the Virginia for hours, ending the threat. Two months later, Virginia and other ships were scuttled in response to the Union Army and Navy advances.

Effectiveness of the Blockade

At first, the blockade was ineffective: in the first six weeks after Ft Sumter, the Confederacy exported 30,000 bales of cotton from Charleston in 150 ships. In April 1861, a small Union flotilla seized 16 Confederate ships and privateers in the vicinity of Fort Monroe off the Virginia coastline over two weeks. In May, two blockading squadrons were created by Welles, an Atlantic and a Gulf squadron. In October, the Atlantic Squadron was divided in to a North and South Atlantic division, and in February 1862 the Gulf squadron was partitioned into East and West Gulf division.

As the Union fleet grew in size and sophistication, more ports came under Federal control. The port of Savannah was effectively sealed by the surrender and occupation of Fort Pulaski in April 1862. Only Wilmington, North Carolina; Charleston, South Carolina; and Mobile, Alabama remained open after this point in the war.

The largest Confederate port, New Orleans, fell early in the war. There were 5 entrances to the Mississippi River, making it a very difficult military target. In April 1862, Forts Jackson and St. Philip were bombarded by Porter's mortar schooners. Farragut's fleet successfully ran past the forts on the morning of April 24, forcing the surrender of New Orleans.

Charleston was the major Confederate port on the Atlantic Coast until 1863. The city has a wide and deep harbor, with a sand bar about five miles from the harbor entrance. There were four large channels into the harbor. The port of Charleston with its excellent rail connections became the prime port due to its location just 780 miles from Bermuda and 500 miles from Nassau. Charleston was severely restricted by Admiral Dahlgren's South Atlantic Blockading Squadron in 1863 as Union ironclads moved into the main shipping channel. Although it remained open until February 1865, it never played a major role after that time.

The harbor at Wilmington North Carolina was small and had none of the natural advantages that Charleston or New Orleans possessed. For this reason, the Union did not include it in the blockade it right away. But the city had good railroads to Richmond, and because of its location it was immune to a direct assault. Its convenience to the Caribbean also made it an attractive alternative. Once this harbor became a prime destination, it required Union warships to patrol as much as 130 miles offshore to stop the trade.

Although the Atlantic coast was initially the main object of the blockade, eventually the Gulf became a very important and extremely large zone to cover. The 2000 mile coast ultimately was never fully blockaded. Only Mobile and Galveston could harbor large seagoing vessels due to the shallow waters and multiple barrier islands. Havana was the main connection to Europe from the Gulf.

Mobile was the major port in the Gulf and remained highly active until it was captured in August 1864 by Admiral David Farragut. The Battle of Mobile Bay between his fleet and the Confederate warships in the harbor closed the last major Confederate port in the Gulf of Mexico.

In December 1864, Union Secretary of the Navy Gideon Welles sent a force against Fort Fisher, which protected access to the Atlantic from Wilmington, North Carolina, the last open Confederate port on the Atlantic Coast. The fort was captured in January 1865, assuring the closure of the final Confederate port.

Impact of the Blockade on the Confederacy

The Union blockade was a powerful weapon that eventually destroyed the Southern economy, at the cost of very few lives, just as General Scott envisioned. War is largely about supporting armies with supplies throughout the various fields of conflict. The river campaigns of 1862-3 in the west crushed the South while the Atlantic blockade raised the costs. The best measure of the blockade's success was that many ships, and none of the very large ones, ever tried. Standard seagoing freighters had little chance of evading the blockade and few attempted. Restricting coastal trade put even more pressure on an outdated railroad system. Lee's army, at the end of the supply line, had to contend with a chronic shortage of supplies in the final two years.

The blockade became more effective as the war proceeded and more southern territory came under Union control. In part, the reason was that there were fewer ports to protect; but also the blockade fleets caught on to the tricks of the blockade runners. Overall, only about 10% of ships trying to evade the blockade were intercepted. However, as the Union Navy increased in size and sophistication as the war progressed, drastic reductions of shipments into Confederate ports were realized. By 1864, only one-third of attempts to run the blockade were intercepted. In the final two years of the war, only blockade runners specifically designed for this task had a reasonable chance of success.

Another significant achievement of the blockade was restricting the exportation of cotton. Before the war, the South supplied 75 to 80 percent of the world's raw cotton. Inability to export their cash crop markedly reduced cotton revenue, disrupting the Southern economy.

Unsurprisingly, southern merchants and black markets preferred the importation of luxury consumer goods, which could be sold to the wealthy, rather than weapons and medical supplies. The Confederate government eventually regulated the traffic, so that at least half were armaments and munitions.

Moreover, the southern economy had to react to these stresses, and did so in predictable yet devastating ways. Since the Southern food supply was located in the west and revenue generation east of the Mississippi, the weak and overburdened rail system became the limiting factor of supply. This forced the new Confederate national government, which had little revenue generating power, to spend its money on infrastructure rather than military or social needs.

Overall, the Union blockade did not come close to stopping all supplies from reaching the Confederacy, but it disrupted the usual flow of supplies into and out of the South enough to severely restrict its ability to make war. However, the reduced flow of goods and food led to severe shortages and higher prices. Along with Confederate currency inflation, civilian discontent became a significant war problem. The blockade demonstrated that war was no longer a matter only for soldiers, and that the effects of the war were no longer confined to the battlefield. Civilians had become combatants in the sense that undermining their morale became a military goal. Thus warfare was aimed not only at destroying armies, but also disrupting the economy and depriving people of consumer goods and food.

What do you think of the Anaconda Plan? Let us know below.

Now, if you missed it, read Lloyd’s piece on how the Confederacy funded its war effort here.

Bibliography

  • Carse, Richard. Blockade: The Civil War at Sea. New York: Rinehart, 1958.
  • Surdam, David. Northern Naval Superiority and the Economics of the American Civil War. Columbia: University of South Carolina Press, 2001.
  • Charles D. Grear. Americans at War
  • https://www.thoughtco.com/anaconda-plan-definition-1773298
  • https://www.encyclopedia.com/defense/energy-government-and-defense-magazines/blockade-civil-war#:~:text=The%20first%20action%20of%20naval%20warfare%20in%20the,reduce%20the%20South%20%27s%20ability%20to%20make%20war.
  • https://history.state.gov/milestones/1861-1865/blockade
  • https://www.battlefields.org/learn/articles/blockade
  • https://www.essentialcivilwarcurriculum.com/the-union-blockade-of-the-southern-states.html
  • https://www.usni.org/magazines/naval-history-magazine/2021/october/economic-warfare-union-blockade-civil-war

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World War Two caused so much misery and was much more of a truly global conflict than World War One. The battles of that war took place largely across Europe, Asia, and Africa and in seas the world over. Here, Richard Bluttal concludes his three-part series on the impacts of trauma during wars by looking at World War 2.

If you missed it, read part one on the American Civil War here, and part 2 on World War 1 here.

Advert encouraging sign-ups to the Army Nurse Corps during World War 2.

Lawrence McCauley was a member of the 65th Armored Field Artillery Battalion, trained to drive trucks armed with .50-caliber machine guns, halftracks and landing craft, just in case. In England, preparing for the D-Day invasion, he became fast friends with Otto Lutz, a tall Chicagoan. We were all very close,” he said of his unit when he was interviewed in 2020 at the age of 97 and living in Lewis Center. “You knew about their wives and children — everything you could know about your buddy, because there was nothing else to talk about.”

He and Otto were next to each other on a landing craft as it approached Omaha Beach. The front door dropped open and a bullet hit Otto in the forehead. McCauley remembers looking back and seeing his friend’s face sink beneath the water. “There was no stopping,” he said. “Our orders were `Don’t stop,’ because you’re better off as a moving target. That’s hard.”

The purpose of military medicine during World War II was the same as in previous wars: to conserve the strength and efficiency of the fighting forces so as to keep as many men at as many guns for as many days as possible. What transpired between 1939 and 1945 was a cataclysmic event made worse by the nature of the weapons the combatants used. The use of machine guns, submarines, airplanes, and tanks was widespread in World War I; but in World War II these weapons reached unimagined perfection as killing machines. In every theater of war, small arms, land-and sea-based artillery, torpedoes, and armor-piercing and antipersonnel bombs took a terrible toll in human life. In America's first major encounter at Pearl Harbor, the survivors of the Japanese attack could describe what modern warfare really meant. Strafing aircraft, exploding ordnance, and burning ships caused penetrating injuries, simple and compound fractures, traumatic amputations, blast injuries, and horrific burns, to name just a few. Total U.S. battle deaths in World War II numbered 292,131 with 671,801 reported wounded or missing.

Conserving fighting strength and enabling armies and navies to defeat the enemy also meant recognizing that disease, more than enemy action, often threatened this goal. For example, during the early Pacific campaign to subdue the Solomon Islands, malaria caused more casualties than Japanese bullets. Following the initial landings on Guadalcanal, the number of patients hospitalized with malaria exceeded all other diseases. Some units suffered 100 percent casualty rates, with personnel sometimes being hospitalized more than once. Only when malaria and other tropical diseases were controlled could the Pacific war be won.

The military's top priority organized its medical services to care for battlefield casualties, make them well, and return them to duty. The systems developed by the army and navy worked similarly. In all theaters of war, but particularly in the Pacific, both army and navy medicine faced their greatest challenge dealing with the aftermath of intense, bloody warfare fought far from fixed hospitals. This put enormous pressure on medical personnel closest to the front and forced new approaches to primary care and evacuation.

World War II service members lived through an inflection point in the history of medicine and warfare. In all previous US wars, non-battle deaths—related to conditions like smallpox, typhoid, dysentery, yellow fever, tuberculosis, and influenza—outnumbered battle-related fatalities. During the Spanish-American War, more than 2,000 of the approximately 2,400 deaths were due to causes other than battle. During World War I, 53,000 died due to battle versus 63,000 who died due to other causes. World War II marked the first time the ratio was reversed. Of 16.1 million who served, 405,399 died—291,557 of them in battle, and 113,842 due to other causes. A variety of factors contributed to the shift. Crucially, during World War II, the government mobilized expansive public, professional, and private resources to enhance health-related research and development, as well as services offered by the Army Surgeon General’s Office, which oversaw care for soldiers. Also, rather than creating mobilization and treatment plans from scratch, the military health apparatus built on knowledge and administrative infrastructure developed during and after prior conflicts.

Organization of battlefield medical care

The military's top priority organized its medical services to care for battlefield casualties, make them well, and return them to duty. The systems developed by the army and navy worked similarly. In all theaters of war, but particularly in the Pacific, both army and navy medicine faced their greatest challenge dealing with the aftermath of intense, bloody warfare fought far from fixed hospitals. This put enormous pressure on medical personnel closest to the front and forced new approaches to primary care and evacuation.

Army medics or navy corpsmen were the first critical link in the evacuation chain. From the time a soldier suffered a wound on a battlefield in France or a marine was hit on an invasion beach at Iwo Jima, the medic or corpsman braved enemy fire to render aid. He applied a battle dressing, administered morphine and perhaps plasma or serum albumin, and tagged the casualty. Indeed, one of the lingering images of the World War II battlefield is the corpsman or medic crouched beside a wounded patient, his upstretched hand gripping a glass bottle. From the bottle flowed a liquid that brought many a marine or soldier back from the threshold of death. In the early days of the conflict that fluid was plasma. Throughout the war, scientists sought and finally developed a better blood substitute, serum albumin. Finally, in 1945, whole blood, rich in oxygen-carrying red cells, became available in medical facilities close to the battlefield.

If he was lucky, the medic or corpsman might commandeer a litter team to move the casualty out of harm's way and on to a battalion aid station or a collecting and clearing company for further treatment. This care would mean stabilizing the patient with plasma, serum albumin, or whole blood. In some cases, the casualty was then evacuated. Other casualties were taken to a divisional hospital, where doctors performed further stabilization including surgery, if needed. In the Pacific, where sailors, soldiers, and marines were doing the fighting, both navy and army hospital ships, employed mainly as ambulances, provided first aid and some surgical care for the casualties' needs while ferrying them to base hospitals in the Pacific or back to the United States for definitive care. As the war continued, air evacuation helped carry the load. Trained army and navy nurses, medics, and corpsmen staffed the evacuation aircraft.

Combat Related Injuries

The experience of a battle casualty in the Second World War was not radically different to that of the First World War. The most common injuries were caused by shells and bullets, and a casualty was evacuated through a similarly organized chain of medical posts, dressing stations and hospitals. Common combat injuries include second- and third-degree burns, broken bones, shrapnel wounds, brain injuries, spinal cord injuries, nerve damage, paralysis, loss of sight and hearing, post-traumatic stress disorder (PTSD), and limb loss.

Non-Combat Related Death and Injuries

Not all wounds are physical. In a previous era, the psychologically wounded suffered from "nostalgia" during the Civil War, and "shell-shock" in World War I. In World War II this condition was termed combat exhaustion or combat fatigue. Although the World War I experience of treating men at the front had been successful, military psychiatrists and psychologists at the beginning of World War II had to relearn those lessons. Nevertheless, the care givers soon recognized that given a respite from combat, a safe place to rest, regular food, and a clean environment, 85 to 90 percent of patients could again become efficient warriors. The more psychologically damaged received therapy in military hospitals.

In the Southwest Pacific, where death rates due to disease were highest, soldiers faced scourges like malaria, as well as tsutsugamushi fever, poliomyelitis, and diseases of the digestive system. In the northern theater—Alaska, Canada, Greenland, Iceland—threats included cold injuries like frostbite and trench foot. Neuropsychiatric disorders and venereal disease were widespread, regardless of where one served, including among those in the United States.

Army doctor Paul F. Russell recalled after the war an earlier statement from General Douglas MacArthur, who had reported that he “was not at all worried about defeating the Japanese, but he was greatly concerned about the failure up to that time to defeat the Anopheles mosquito,” the vector for malaria. By war’s end, more than 490,000 soldiers had been diagnosed with malaria, equating to a loss of approximately nine million “man-days.”

Between 1941 and 1944, more than 10 percent—roughly two million of 15 million examined men—were excluded from service; 37 percent of those dismissals were made based on neuropsychiatric findings. Still, diagnoses of mental “disorders” within the military catapulted well beyond expectations. A total of one million soldiers were admitted for neuropsychiatric illness, constituting approximately 6 percent of all wartime admissions. Within two years of American entry into the war, it was clear that so-called combat stress or “exhaustion” would pose a major threat to soldiers and the army they served—as it had during prior generations. Experiences and realizations of the World War II period had important implications for the future of military medicine.

Army officials began devoting more resources to neuropsychiatric treatment because of an imperative to increase return-to-duty rates, but long-term impacts of care on individual service members were questionable. In early 1943, military psychiatrists noted that men in the Tunisian campaign diagnosed as “psychiatric casualties” were generally lost to their units after being transferred to distant base hospitals. To increase retention, they instituted principles of “forward psychiatry” that had been adopted by World War I-era armies—and henceforth largely disregarded by World War II planners in the United States: treat patients quickly, in close proximity to battle, and with the expectation that they would recover. After army psychiatrist Frederick Hanson reported in the spring of 1943 that 70 percent of approximately 500 psychiatric battle casualties were returned to duty thanks to this approach, it was gradually adopted in other theaters. Still, military psychiatrists acknowledged the method was hardly a panacea. Systematic follow-up studies were lacking, but one contemporary account noted that many who underwent treatment were unable to return to combat, and some who did “relapsed after the first shot was fired.’”

Medical Advancements and Improvements

Battlefield medicine improved throughout the course of the war. At the beginning, only plasma was available as a substitute for the loss of blood. By 1945, serum albumin had been developed, which is whole blood that is rich in the red blood cells that carry oxygen and is considerably more effective than plasma alone. This was the first major war in which air evacuation of the wounded became available.

During the war, surgery techniques such as removing dead tissue resulted in fewer amputations than at any time. To treat bacterial infections, penicillin or streptomycin were administered for the first time in large-scale combat.

Service members with combat fatigue, which later became known as post-traumatic stress disorder, were given a safe place to stay away from battle zones with plenty of food and rest. This resulted in about 90% of patients recovering enough to return to the fight.

War also brought about the mass production of antibiotics, especially sulfanilamide and penicillin. World War II helped both of them find widespread respect, production, and use.

In 1928, when Scottish bacteriologist Alexander Fleming noticed a weird mold had taken over his Petri dishes and eliminated the bacteria on them, his findings didn’t get much notice. But Fleming continued his research and kept talking up what he called “mold juice” (he didn’t come up with “penicillin” until later), eventually winning a Nobel Prize and attracting the attention of drug maker Pfizer. The company soon began mass-producing the drugs for distribution to medics during WWII, and ultimately, to doctors and hospitals across the country.

In 1932, German biochemist Gerhard Johannes Paul Domagk discovered that the compound sulfanilamide could vanquish deadly strains of bacteria, like the streptococcus in his lab mice and in his first human test subject, his gravely ill young daughter. The wide distribution of so-called “sulfa drugs” began when World War II soldiers carried powdered sulfanilamide in their first-aid kits. By the end of the war, doctors were routinely using these antibiotics to treat streptococcus, meningitis, and other infections.

In the tropical islands of the Pacific, malaria was a serious threat. Service members received atabrine — a group of medications used to protect against malaria — before going into affected areas.

Service members were also inoculated with vaccinations for smallpox, typhoid, tetanus, cholera, typhus, yellow fever and bubonic plague, depending where they were sent.

Other improvements during World War II included improved crash helmets, Because of improvements like these and others, the survival rate for the wounded and ill climbed to 50% during World War II from only 4% during World War I, according to Dr. Daniel P. Murphy, who published a paper on "Battlefield Injuries and Medicine."

As medical advancements progress so does the capability of our medical teams to treat our service men and women when injured in the field.

What do you think of trauma during World War II? Let us know below.

Now read Richard’s piece on the history of slavery in New York here.

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The history of American money is surprisingly fascinating – for example, did you know the Constitution only granted the federal government power to issue coins, and not paper money? The founding fathers lacked faith in paper money as the continental paper bills previously minted by the Continental Congress during the American Revolution soon became worthless – giving way to the phrase “not worth a Continental”. By studying the history of American money, we can better understand the origin of currency in circulation today. Jennifer Dawson explains.

A photo of the first United States Mint in Philadelphia, 1904.

Foreign currency as legal tender

The currency used in America’s early days before and just after the Revolution was varied. Gold and silver weren’t discovered here until the mid-1800s, which means the U.S. lacked the steady supply of precious metals needed to mint currency. So, a law was therefore passed in 1793 to allow foreign coins (including English, Spanish, and French currencies) to legally be used within the American monetary system. It was only in 1857 that foreign coins no longer had legal tender status.

Unifying the nation’s currency

In 1792, after the U.S. Constitution was ratified, Secretary of the Treasury, Alexander Hamilton, launched the first Coinage Act in an effort to unify the nation’s currency. The United States Mint was also established in Philadelphia under the Act; the Mint was responsible for producing, circulating, and regulating coinage in the U.S. The U.S. dollar was also designated as the country’s official standard unit of currency. During the country’s first four decades, a bimetallic monetary system was officially implemented, meaning both gold and silver were recognized as legal tender. However, silver coins were generally more popular, while gold coins were seldom used. The silver-to-gold ratio was legally set at 15-to-1, which means it would take 15 troy ounces of silver to purchase one troy ounce of gold.

First official gold coins minted

In 1795, the country minted the first official gold coins: half eagles ($5 pieces), shortly followed by eagles ($10 pieces). The quarter eagle (a $21/2 piece) was also created the following year in 1796. Once the California Gold Rush kicked off in 1848, the gold dollar and the double eagle were also consequently minted. Today, gold coins are rarely used in trade, yet remain popular among collectors and investors. Fascinatingly, the Coinage Act also detailed the markings all minted coins ought to bear. Each coin was to be stamped with the word “Liberty” on one side, along with a corresponding image, and the year of coinage. An eagle was also to be featured on the reverse side of gold and silver coins, as well as the country’s name (“United States of America”). Copper coins, on the other hand, were to have slightly different markings; these coins also include their denomination on the flip side.

Then, in 1834, Congress changed the silver-to-gold ratio from 15-to-1 to 16-to-1, therefore ensuring the mint price of both silver and gold are lesser than their international market price ratios. Silver was exported, and gradually disappeared from the U.S. marketplace. By 1850, silver coins were no longer so easy to come across. Gold had become the main form of currency.

1848: California Gold Rush

In addition to sparking the fresh minting of new coins, the California Gold Rush also facilitated rapid economic growth, and gold mining and trading became huge industries. The United States Mint, along with sovereign mints, produced a variety of gold products, including coins and bars. Eventually, U.S. President Franklin D. Roosevelt signed Executive Order 6102, which made it illegal to hoard gold bullion, and permitted the government to seize it from its own people – needless to say this was the most controversial move made during Roosevelt’s presidency. As a result of this order, the 1933 Double Eagle Gold Coin was made one of the world’s most valuable coins. Fortunately, the gold exchange eventually recovered, and is in full swing to this very day. The 1g gold bar, for example, is an affordable investment that gives people an easy way to include gold in their investment portfolios. A 1g gold bar is also a highly liquid investment, meaning people access their money quickly when they need it.

Gold standard

The gold standard was briefly paused in 1862 during the Civil War, which meant the government started issuing fiat money that wasn’t redeemable in gold or silver. However, in 1879, the amount of paper money in circulation (about $347 million) was then frozen for around one hundred years. Finally, in 1879, the U.S. implemented a classic gold standard system, which meant the value of currency is directly linked to gold – a system that stayed in place until World War I.

The history of American money is surprisingly varied and fascinating. Although there were some struggles in the country’s early days, efforts were ultimately successful in implementing a reliable monetary system.

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Flowers don't seem to have a very strong meaning these days. We go to the flower shop, order delivery of flowers, such as Flower delivery Dubai to please a person who may not be our destiny, we buy bouquet of flowers just to diversify the interior, and it has become commonplace to use online flower delivery just to put a tick on the birthday of a loved one. Flowers, delicate and colorful, seem to contradict the brutality and destruction of military conflicts. However, history shows that flowers have a special place in the events associated with wars. They were not only symbols of peace and love, but were also present on the battlefields, bringing with them hope and comfort to the warriors. In this article, we will look at the role of colors in the history of the warrior and their influence on the events of the past. Amy Hogan explains.

An advert from Canada encouraging people to buy Victory bonds, with a field covered in red poppies.

Symbols of peace and love

Since the beginning of time, flowers have served as symbols of peace, love, and peaceful coexistence. In various cultures, they have been used to express friendship and harmony. For example, in ancient China, the white lotus was a symbol of purity and harmony, and in ancient Rome, the olive branch became a symbol of peace. During wars, when conflicts become especially destructive, flowers become not only symbols of hope for peace but also a reminder that beauty and kindness can exist even in the most difficult times.

Time spent in war is full of tension and suffering, and flowers become a symbol of hope and comfort. In some cases, the military itself has grown flowers in the trenches and on the front lines to create an oasis of beauty and tranquility in the harsh conditions of war. Flowers reminded them of life outside the battlefield and gave them hope for a better future.

Flowers have also been used to express solidarity and protest during military conflicts. They became symbols of peace and a call for an end to violence. An example of this is the peace symbol known as the "Peace Carnation", which became widespread during the Vietnam War and was used to protest the war. Flowers become a language of hope, unity, and part of the desire to end the destruction that war brings.

Flowers on the battlefield

Unexpectedly, it may seem that flowers are next to the scenes of terrible battles, but they were present on the battlefields in different historical eras. For example, during the First World War, poppies blooming on the battlefields of Flanders became a symbol of the memory of fallen soldiers. During the American Civil War, the wives and mothers of soldiers often sent them bouquets of violets to remind them of tenderness and love, even amid brutal fighting. Flowers on the battlefield served not only as a consolation but also as a reminder of life and beauty in times of peace.

Flowers also served as a source of comfort and support for the military. In difficult moments of the battle, when fear and uncertainty took possession of the soul of the soldiers, a small flower could become a sign of hope and peace.

Flowers as a source of inspiration

Not only on the battlefield but also during periods of rest and recovery, flowers could be a source of inspiration for warriors. They provided an opportunity to relieve tension and stress and enjoy beauty and nature. Gardens and flower arrangements in military camps or residences of commanders became a place of rest and peace, allowing soldiers to temporarily escape from the hard reality of war. Fortunately, this practice has survived to this day.

The symbolic meaning of colors in the post-war reconstruction

After the end of wars, flowers often played an important role in the process of restoration and peace. They became symbols of hope, renewal, and rebirth. For example, in Japan after World War II, cherry blossoms became a symbol of rebirth and a new era. In various countries, flowers have been used to create memorials and monuments to preserve the memory of the dead and calls for peace and reconciliation.

Conclusion

The history of wars and flowers is inextricably linked. Flowers were symbols of peace, hope, and love, present on the battlefields, bringing comfort and reminding us of the beauty of life. They were part of military symbols and became a source of inspiration for warriors. In the post-war periods, they symbolized restoration and peace. This amazing connection between war and color emphasizes that even in the most difficult times there is a ray of light.

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World War I was the war that caused the most deaths up until that time. The trenches of that war caused great horror and misery for many. Here, Richard Bluttal continues his three-part series on the impacts of trauma during wars by looking at World War One.

If you missed it, read part one on the American Civil War here.

A depiction of French surgeon Théodore Tuffier.

The pocket diary of Rifleman William Eve of 1/16th (County of London) Battalion (Queen’s Westminster Rifles):

”Poured with rain all day and night. Water rose steadily till knee deep when we had the order to retire to our trenches. Dropped blanket and fur coat in the water. Slipped down as getting up on parapet, got soaked up to my waist. Went sand-bag filling and then sewer guard for 2 hours. Had no dug out to sleep in, so had to chop and change about. Roache shot while getting water and [Rifleman PH] Tibbs shot while going to his aid (in the mouth). Laid in open all day, was brought in in the evening”, unconscious but still alive. Passed away soon after.

The war caused 350,000 total American casualties, of which over 117,000 were deaths. The best estimates today are 53,000 combat deaths, and 64,000 deaths from disease. (Official figures in 1919 were 107,000 total, with 50,000 combat deaths, and 57,000 deaths from disease.) About half of the latter were from the great influenza epidemic, 1918-1920. Considering that 4,450,000 men were mobilized, and half those were sent to Europe, the figure is far less than the casualty rates suffered by all of the other combatants.

World War 1 represented the coming of age of American military medicine. The techniques and organizational principles of the Great War were greatly different from any earlier wars and were far more advanced. Medical and surgical techniques, in contrast with previous wars, represented the best available in civilian medicine at the time. Indeed, many of the leaders of American medicine were found on the battlefields of Europe in 1917 and 1918. The efforts to meet the challenge were often hurried. The results lacked polish and were far from perfect. But the country can rightly be proud of the medical efforts made during the Great War.

The primary medical challenges for the U.S. upon entering the war were, “creating a fit force of four million people, keeping them healthy and dealing with the wounded,” says the museum's curator of medicine (Smithsonian'sNational Museum of American History and science) Diane Wendt. “Whether it was moving them through a system of care to return them to the battlefield or take them out of service, we have a nation that was coming to grips with that.”

The First World War created thousands of casualties. New weapons such as the machine gun caused unprecedented damage to soldiers’ bodies. This presented new challenges to doctors on both sides in the conflict, as they sought to save their patients’ lives and limit the harm to their bodies. New types of treatment, organization and medical technologies were developed to reduce the number of deaths.

In addition to wounds, many soldiers became ill. Weakened immune systems and the presence of contagious disease meant that many men were in hospital for sickness, not wounds. Between October 1914 and May 1915 at the No 1 Canadian General Hospital, there were 458 cases of influenza and 992 of gonorrhea amongst officers and men.

Wounding also became a way for men to avoid the danger and horror of the trenches. Doctors were instructed to be vigilant in cases of ‘malingering’, where soldiers pretended to be ill or wounded themselves so that they did not have to fight. It was a common belief of the medical profession that wounds on the left hand were suspicious.

Wounding was not always physical. Thousands of men suffered emotional trauma from their war experience. ‘Shellshock’, as it came to be known, was viewed with suspicion by the War Office and by many doctors, who believed that it was another form of weakness or malingering. Sufferers were treated at a range of institutions.

Organization of Battlefield Medical Care

In response to the realities of the Western Front in Europe, the Medical Department established a treatment and evacuation system that could function in both static and mobile environments. Based on their history of success in the American Civil War, and on the best practices of the French and British systems, the Department created specific units designed to provide a sequence of continuous care from the front line to the rear area in what they labelled the Theater of Operations.

Casualties had to be taken from the field of battle to the places where doctors and nurses could treat them. They were collected by stretcher-bearers and moved by a combination of people, horse and cart, and later on by motorized ambulance ‘down the line’. Men would be moved until they reached a location where treatment for their specific injury would take place.

Where soldiers ended up depended largely on the severity of their wounds. Owing to the number of wounded, hospitals were set up in any available buildings, such as abandoned chateaux in France. Often Casualty Clearing Stations (CCS) were set up in tents. Surgery was often performed at the CCS; arms and legs were amputated, and wounds were operated on. As the battlefield became static and trench warfare set in, the CCS became more permanent, with better facilities for surgery and accommodation for female nurses, which was situated far away from the male patients.

Combat Related Injuries

For World War I, ideas of the front lines entered the popular imagination through works as disparate as All Quiet on the Western Front and Blackadder. The strain and the boredom of trench warfare are part of our collective memory; the drama of war comes from two sources: mustard gas and machine guns. The use of chemical weapons and the mechanization of shooting brought horror to men’s lives at the front. Yet they were not the greatest source of casualties. By far, artillery was the biggest killer in World War I, and provided the greatest source of war wounded.

World War I was an artillery war. In his book Trench: A History of Trench Warfare on the Western Front (2010), Stephen Bull concluded that in the western front, artillery was the biggest killer, responsible for “two-thirds of all deaths and injuries.” Of this total, a third resulted in death, two-thirds in injuries. Artillery wounded the whole body, if not entirely obliterated, the body was often dismembered, losing arms, legs, ears, noses, and even faces. Even when there was not superficial damage, concussive injuries and “shell shock” put many men out of action. Of course, shooting—in combat as well as from snipers—was another great source of wounding. Gas attacks were a third. Phosgene, chlorine, mustard gas, and tear gas debilitated more than killed, though many ended up suffering long-term disability. Overall, the war claimed about 10M military dead, and about 20M–21M military wounded, with 5% of those wounds’ life-debilitating, that is, about a million persons.

August 1914 would dramatically alter the paradigm of casualty care. Gigantic cannons, high explosives, and the machine gun soon invalidated all pre-war suppositions and strategy. More than eighty percent of wounds were due to shell fragments, which caused multiple shredding injuries. "There were battles which were almost nothing but artillery duels," a chagrined Edmond Delorme observed. Mud and manured fields took care of the rest. Devitalized tissue was quickly occupied by Clostridia pathogens, and gas gangrene became a deadly consequence. Delays in wound debridement, prompted by standard military practice, caused astounding lethality. Some claimed more than fifty percent of deaths were due to negligent care. And the numbers of casualties were staggering. More than 200,000 were wounded in the first months alone: far too many for the outdated system of triage and evacuation envisioned just years before. American observer Doctor Edmund Gros visited the battlefield in 1914:

If a soldier is wounded in the open, he falls on the firing line and tries to drag himself to some place of safety. Sometimes the fire of the enemy is so severe that he cannot move a step. Sometimes, he seeks refuge behind a haystack or in some hollow or behind some knoll…. Under the cover of darkness, those who can do so walk with or without help to the Poste de Secours. . . . Stretcher-bearers are sent out to collect the severely wounded . . . peasants' carts and wagons [are used] . . . the wounded are placed on straw spread on the bottom of these carts without springs, and thus they are conveyed during five or six hours before they reach the sanitary train or temporary field hospital. What torture many of them must endure, especially those with multiple fractures!

Non-Combat Related Death and Illness

In the course of the First World War, many more soldiers died of disease than by the efforts of the enemy. Lice caused itching and transmitted infections such as typhus and trench fever. In summer it was impossible to keep food fresh and everyone got food poisoning. In winter men suffered from frostbite and exposure and from trench foot. There were no antibiotics so death from gangrenous wounds and syphilis were common. Others suicided as a result of psychological stress.

Battlefield Wounded and Surgery

In the early years of the war, compound lower limb fractures caused by gunshots in trench warfare sparked debate over the traditional splinting practices that delayed surgery, leading to high mortality rates, particularly for open femoral fractures.

Femoral fractures stranded soldiers on the battlefield, and stretcher-bearers reached them only with difficulty, leaving many lying wounded for days or enduring rough transport, all of which left soldiers particularly vulnerable to gas gangrene and secondary hemorrhage. Australian surgeons in France reported injury-to-treatment times ranging from 36 hours to a week and averaging three to four days. Fracture immobilization during transport was poor, and in the early war years surgeons reported about 80% mortality for soldiers with femoral fractures transported from the field.

By 1915 medics and stretcher-bearers were routinely trained to apply immobilizing splints, and by 1917 specialized femur wards had been established; during this period mortality from all fractures fell to about 12% and below 20% for open femoral fractures.

Théodore Tuffier, a leading French surgeon, testified in 1915 to the Academy of Medicine that 70 percent of amputations were due to infection, not to the initial injury. “Professor Tuffier stated that antiseptics had not proven satisfactory, that cases of gas gangrene were most difficult to handle,” Crile wrote. “All penetrating wounds of the abdomen, he said, die of shock and infection. … He himself tried in fifteen instances to perform immediate operations in cases of penetrating abdominal wounds, and he lost every case. In fact, they have abandoned any attempt to operate penetrating wounds of the abdomen. All wounds large and small are infected. The usual antiseptics, bichloride, carbolic, iodine, etc., fail.”

Every war has its distinctive injury. For World War I, it was facial injuries, which affected 10–15% of casualties, or over a half-million men. The nature of combat--with faces often exposed above the trench line--contributed to this high incidence. Most countries founded specialist hospitals with surgeons like Johannes Esser in the Netherlands and Hippolyte Morestin in France who dedicated their practices to developing new techniques to repair facial trauma.

World War I presented surgeons with myriad new challenges. They responded to these difficulties not only with courage and sedulity but also with an open mind and active investigation. Military medicine practiced in 1918 differed substantially from that in 1914. This shift did not occur by happenstance. It represented collaboration between some of the brightest minds in academia and professional military doctors, combining their expertise to solve problems, take care of patients, and preserve fighting strength. It required multiple inter-allied conferences both to identify common medical problems and also to determine optimal solutions. Reams of books and pamphlets buttressed the in-person instruction consultants provided to educate young physicians on best practices. Most significantly, this change demanded a willingness to admit a given intervention was not working, creatively try something new, assess its efficacy using data from thousands of soldiers, disseminate the knowledge, and ensure widespread application of the novel practice. No step was easy, and combining execute them while fighting the Great War required a remarkable degree of perseverance, intellectual honesty, and operational flexibility.

Medical advances and improvements leading up to World War 2

With most of the fighting set in the trenches of Europe and with the unexpected length of the war, soldiers were often malnourished, exposed to all weather conditions, sleep-deprived, and often knee-deep in the mud along with the bodies of men and animals. In the wake of the mass slaughter, it became clear that the “only way to cope with the sheer numbers of casualties was to have an efficient administrative system that identified and prioritized injuries as they arrived.” This was the birth of the Triage System. Medicine, in World War I, made major advances in several directions. The war is better known as the first mass killing of the 20th century—with an estimated 10 million military deaths alone—but for the injured, doctors learned enough to vastly improve a soldier’s chances of survival. They went from amputation as the only solution, to being able to transport soldiers to hospital, to disinfect their wounds and to operate on them to repair the damage wrought by artillery. Ambulances, antiseptics, and anesthesia, three elements of medicine taken entirely for granted today, emerged from the depths of suffering in the First World War.

Two Welshmen were responsible for one of the most important advances - the Thomas splint - which is still used in war zones today. It was invented in the late 19th century by pioneering surgeon Hugh Owen Thomas, often described as the father of British orthopedics, born in Anglesey to a family of "bone setters”.

In France, vehicles were commandeered to become mobile X-ray units. New antiseptics were developed to clean wounds, and soldiers became more disciplined about hygiene. Also, because the sheer scale of the destruction meant armies had to become better organized in looking after the wounded, surgeons were drafted in closer to the frontline and hospital trains used to evacuate casualties.

When the war broke out, the making of prosthetic limbs was a small industry in Britain. Production had to increase dramatically. One of the ways this was achieved was by employing men who had amputations to make prosthetic limbs – most commonly at Erskine and Roehampton, where they learnt the trade alongside established tradespeople. This had the added advantage of providing occupation for discharged soldiers who, because of their disabilities, would probably have had difficulty finding work.

While it was not an innovation of war, the process of blood transfusion was greatly refined during World War I and contributed to medical progress. Previously, all blood stored near the front lines was at risk of clotting. Anticoagulant methods were implemented, such as adding citrate or using paraffin inside the storage vessel. This resulted in blood being successfully stored for an average of 26 days, simplifying transportation. The storage and maintenance of blood meant that by 1918 blood transfusions were being used in front-line casualty clearing stations (CCS). Clearing stations were medical facilities that were positioned just out of enemy fire.

One of the most profound medical advancements resulting from World War I was the exploration of mental illness and trauma. Originally, any individual showing symptoms of neurosis was immediately sent to an asylum and consequently forgotten. As World War I made its debut, it brought forward a new type of warfare that no one was prepared for in its technological, military, and biological advances.

Another successful innovation came in the form of the base hospitals and clearing stations. These allowed doctors and medics to categorize men as serious or mild, and results came to light that many stress-related disorders were a result of

exhaustion or deep trauma. “Making these distinctions was a breakthrough…the new system meant that mild cases could be rested then returned to their posts without being sent home.”

What do you think of trauma during World War I? Let us know below.

Now read Richard’s piece on the history of slavery in New York here.The pocket diary of Rifleman William Eve of 1/16th (County of London) Battalion (Queen’s Westminster Rifles):

”Poured with rain all day and night. Water rose steadily till knee deep when we had the order to retire to our trenches. Dropped blanket and fur coat in the water. Slipped down as getting up on parapet, got soaked up to my waist. Went sand-bag filling and then sewer guard for 2 hours. Had no dug out to sleep in, so had to chop and change about. Roache shot while getting water and [Rifleman PH] Tibbs shot while going to his aid (in the mouth). Laid in open all day, was brought in in the evening”, unconscious but still alive. Passed away soon after.

The war caused 350,000 total American casualties, of which over 117,000 were deaths. The best estimates today are 53,000 combat deaths, and 64,000 deaths from disease. (Official figures in 1919 were 107,000 total, with 50,000 combat deaths, and 57,000 deaths from disease.) About half of the latter were from the great influenza epidemic, 1918-1920. Considering that 4,450,000 men were mobilized, and half those were sent to Europe, the figure is far less than the casualty rates suffered by all of the other combatants.

World War 1 represented the coming of age of American military medicine. The techniques and organizational principles of the Great War were greatly different from any earlier wars and were far more advanced. Medical and surgical techniques, in contrast with previous wars, represented the best available in civilian medicine at the time. Indeed, many of the leaders of American medicine were found on the battlefields of Europe in 1917 and 1918. The efforts to meet the challenge were often hurried. The results lacked polish and were far from perfect. But the country can rightly be proud of the medical efforts made during the Great War.

The primary medical challenges for the U.S. upon entering the war were, “creating a fit force of four million people, keeping them healthy and dealing with the wounded,” says the museum's curator of medicine (Smithsonian'sNational Museum of American History and science) Diane Wendt. “Whether it was moving them through a system of care to return them to the battlefield or take them out of service, we have a nation that was coming to grips with that.”

The First World War created thousands of casualties. New weapons such as the machine gun caused unprecedented damage to soldiers’ bodies. This presented new challenges to doctors on both sides in the conflict, as they sought to save their patients’ lives and limit the harm to their bodies. New types of treatment, organization and medical technologies were developed to reduce the number of deaths.

In addition to wounds, many soldiers became ill. Weakened immune systems and the presence of contagious disease meant that many men were in hospital for sickness, not wounds. Between October 1914 and May 1915 at the No 1 Canadian General Hospital, there were 458 cases of influenza and 992 of gonorrhea amongst officers and men.

Wounding also became a way for men to avoid the danger and horror of the trenches. Doctors were instructed to be vigilant in cases of ‘malingering’, where soldiers pretended to be ill or wounded themselves so that they did not have to fight. It was a common belief of the medical profession that wounds on the left hand were suspicious.

Wounding was not always physical. Thousands of men suffered emotional trauma from their war experience. ‘Shellshock’, as it came to be known, was viewed with suspicion by the War Office and by many doctors, who believed that it was another form of weakness or malingering. Sufferers were treated at a range of institutions.

Organization of Battlefield Medical Care

In response to the realities of the Western Front in Europe, the Medical Department established a treatment and evacuation system that could function in both static and mobile environments. Based on their history of success in the American Civil War, and on the best practices of the French and British systems, the Department created specific units designed to provide a sequence of continuous care from the front line to the rear area in what they labelled the Theater of Operations.

Casualties had to be taken from the field of battle to the places where doctors and nurses could treat them. They were collected by stretcher-bearers and moved by a combination of people, horse and cart, and later on by motorized ambulance ‘down the line’. Men would be moved until they reached a location where treatment for their specific injury would take place.

Where soldiers ended up depended largely on the severity of their wounds. Owing to the number of wounded, hospitals were set up in any available buildings, such as abandoned chateaux in France. Often Casualty Clearing Stations (CCS) were set up in tents. Surgery was often performed at the CCS; arms and legs were amputated, and wounds were operated on. As the battlefield became static and trench warfare set in, the CCS became more permanent, with better facilities for surgery and accommodation for female nurses, which was situated far away from the male patients.

Combat Related Injuries

For World War I, ideas of the front lines entered the popular imagination through works as disparate as All Quiet on the Western Front and Blackadder. The strain and the boredom of trench warfare are part of our collective memory; the drama of war comes from two sources: mustard gas and machine guns. The use of chemical weapons and the mechanization of shooting brought horror to men’s lives at the front. Yet they were not the greatest source of casualties. By far, artillery was the biggest killer in World War I, and provided the greatest source of war wounded.

World War I was an artillery war. In his book Trench: A History of Trench Warfare on the Western Front (2010), Stephen Bull concluded that in the western front, artillery was the biggest killer, responsible for “two-thirds of all deaths and injuries.” Of this total, a third resulted in death, two-thirds in injuries. Artillery wounded the whole body, if not entirely obliterated, the body was often dismembered, losing arms, legs, ears, noses, and even faces. Even when there was not superficial damage, concussive injuries and “shell shock” put many men out of action. Of course, shooting—in combat as well as from snipers—was another great source of wounding. Gas attacks were a third. Phosgene, chlorine, mustard gas, and tear gas debilitated more than killed, though many ended up suffering long-term disability. Overall, the war claimed about 10M military dead, and about 20M–21M military wounded, with 5% of those wounds’ life-debilitating, that is, about a million persons.

August 1914 would dramatically alter the paradigm of casualty care. Gigantic cannons, high explosives, and the machine gun soon invalidated all pre-war suppositions and strategy. More than eighty percent of wounds were due to shell fragments, which caused multiple shredding injuries. "There were battles which were almost nothing but artillery duels," a chagrined Edmond Delorme observed. Mud and manured fields took care of the rest. Devitalized tissue was quickly occupied by Clostridia pathogens, and gas gangrene became a deadly consequence. Delays in wound debridement, prompted by standard military practice, caused astounding lethality. Some claimed more than fifty percent of deaths were due to negligent care. And the numbers of casualties were staggering. More than 200,000 were wounded in the first months alone: far too many for the outdated system of triage and evacuation envisioned just years before. American observer Doctor Edmund Gros visited the battlefield in 1914:

If a soldier is wounded in the open, he falls on the firing line and tries to drag himself to some place of safety. Sometimes the fire of the enemy is so severe that he cannot move a step. Sometimes, he seeks refuge behind a haystack or in some hollow or behind some knoll…. Under the cover of darkness, those who can do so walk with or without help to the Poste de Secours. . . . Stretcher-bearers are sent out to collect the severely wounded . . . peasants' carts and wagons [are used] . . . the wounded are placed on straw spread on the bottom of these carts without springs, and thus they are conveyed during five or six hours before they reach the sanitary train or temporary field hospital. What torture many of them must endure, especially those with multiple fractures!

Non-Combat Related Death and Illness

In the course of the First World War, many more soldiers died of disease than by the efforts of the enemy. Lice caused itching and transmitted infections such as typhus and trench fever. In summer it was impossible to keep food fresh and everyone got food poisoning. In winter men suffered from frostbite and exposure and from trench foot. There were no antibiotics so death from gangrenous wounds and syphilis were common. Others suicided as a result of psychological stress.

Battlefield Wounded and Surgery

In the early years of the war, compound lower limb fractures caused by gunshots in trench warfare sparked debate over the traditional splinting practices that delayed surgery, leading to high mortality rates, particularly for open femoral fractures.

Femoral fractures stranded soldiers on the battlefield, and stretcher-bearers reached them only with difficulty, leaving many lying wounded for days or enduring rough transport, all of which left soldiers particularly vulnerable to gas gangrene and secondary hemorrhage. Australian surgeons in France reported injury-to-treatment times ranging from 36 hours to a week and averaging three to four days. Fracture immobilization during transport was poor, and in the early war years surgeons reported about 80% mortality for soldiers with femoral fractures transported from the field.

By 1915 medics and stretcher-bearers were routinely trained to apply immobilizing splints, and by 1917 specialized femur wards had been established; during this period mortality from all fractures fell to about 12% and below 20% for open femoral fractures.

Théodore Tuffier, a leading French surgeon, testified in 1915 to the Academy of Medicine that 70 percent of amputations were due to infection, not to the initial injury. “Professor Tuffier stated that antiseptics had not proven satisfactory, that cases of gas gangrene were most difficult to handle,” Crile wrote. “All penetrating wounds of the abdomen, he said, die of shock and infection. … He himself tried in fifteen instances to perform immediate operations in cases of penetrating abdominal wounds, and he lost every case. In fact, they have abandoned any attempt to operate penetrating wounds of the abdomen. All wounds large and small are infected. The usual antiseptics, bichloride, carbolic, iodine, etc., fail.”

Every war has its distinctive injury. For World War I, it was facial injuries, which affected 10–15% of casualties, or over a half-million men. The nature of combat--with faces often exposed above the trench line--contributed to this high incidence. Most countries founded specialist hospitals with surgeons like Johannes Esser in the Netherlands and Hippolyte Morestin in France who dedicated their practices to developing new techniques to repair facial trauma.

World War I presented surgeons with myriad new challenges. They responded to these difficulties not only with courage and sedulity but also with an open mind and active investigation. Military medicine practiced in 1918 differed substantially from that in 1914. This shift did not occur by happenstance. It represented collaboration between some of the brightest minds in academia and professional military doctors, combining their expertise to solve problems, take care of patients, and preserve fighting strength. It required multiple inter-allied conferences both to identify common medical problems and also to determine optimal solutions. Reams of books and pamphlets buttressed the in-person instruction consultants provided to educate young physicians on best practices. Most significantly, this change demanded a willingness to admit a given intervention was not working, creatively try something new, assess its efficacy using data from thousands of soldiers, disseminate the knowledge, and ensure widespread application of the novel practice. No step was easy, and combining execute them while fighting the Great War required a remarkable degree of perseverance, intellectual honesty, and operational flexibility.

Medical advances and improvements leading up to World War 2

With most of the fighting set in the trenches of Europe and with the unexpected length of the war, soldiers were often malnourished, exposed to all weather conditions, sleep-deprived, and often knee-deep in the mud along with the bodies of men and animals. In the wake of the mass slaughter, it became clear that the “only way to cope with the sheer numbers of casualties was to have an efficient administrative system that identified and prioritized injuries as they arrived.” This was the birth of the Triage System. Medicine, in World War I, made major advances in several directions. The war is better known as the first mass killing of the 20th century—with an estimated 10 million military deaths alone—but for the injured, doctors learned enough to vastly improve a soldier’s chances of survival. They went from amputation as the only solution, to being able to transport soldiers to hospital, to disinfect their wounds and to operate on them to repair the damage wrought by artillery. Ambulances, antiseptics, and anesthesia, three elements of medicine taken entirely for granted today, emerged from the depths of suffering in the First World War.

Two Welshmen were responsible for one of the most important advances - the Thomas splint - which is still used in war zones today. It was invented in the late 19th century by pioneering surgeon Hugh Owen Thomas, often described as the father of British orthopedics, born in Anglesey to a family of "bone setters”.

In France, vehicles were commandeered to become mobile X-ray units. New antiseptics were developed to clean wounds, and soldiers became more disciplined about hygiene. Also, because the sheer scale of the destruction meant armies had to become better organized in looking after the wounded, surgeons were drafted in closer to the frontline and hospital trains used to evacuate casualties.

When the war broke out, the making of prosthetic limbs was a small industry in Britain. Production had to increase dramatically. One of the ways this was achieved was by employing men who had amputations to make prosthetic limbs – most commonly at Erskine and Roehampton, where they learnt the trade alongside established tradespeople. This had the added advantage of providing occupation for discharged soldiers who, because of their disabilities, would probably have had difficulty finding work.

While it was not an innovation of war, the process of blood transfusion was greatly refined during World War I and contributed to medical progress. Previously, all blood stored near the front lines was at risk of clotting. Anticoagulant methods were implemented, such as adding citrate or using paraffin inside the storage vessel. This resulted in blood being successfully stored for an average of 26 days, simplifying transportation. The storage and maintenance of blood meant that by 1918 blood transfusions were being used in front-line casualty clearing stations (CCS). Clearing stations were medical facilities that were positioned just out of enemy fire.

One of the most profound medical advancements resulting from World War I was the exploration of mental illness and trauma. Originally, any individual showing symptoms of neurosis was immediately sent to an asylum and consequently forgotten. As World War I made its debut, it brought forward a new type of warfare that no one was prepared for in its technological, military, and biological advances.

Another successful innovation came in the form of the base hospitals and clearing stations. These allowed doctors and medics to categorize men as serious or mild, and results came to light that many stress-related disorders were a result of

exhaustion or deep trauma. “Making these distinctions was a breakthrough…the new system meant that mild cases could be rested then returned to their posts without being sent home.”

What do you think of trauma during World War I? Let us know below.

Now read Richard’s piece on the history of slavery in New York here.

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Following secession and the onset of the American Civil War, the southern Confederate states needed the funds and infrastructure to wage war. This article addresses the “sinews of war” from the Confederacy’s perspective: where did the money needed for weapons and supplies during the Civil War come from? How its needs were determined, procured, transported and distributed is a complex story. Lloyd W Klein explains.

*Above: George Alfred Trenholm, an influential supporter of the Confederacy and the Confederate States Secretary of the Treasury from 1864-65.*

With secession, the Confederate States of America (CSA) recognized that war was a likely possible consequence. After First Manassas, it was clear that a long struggle was ahead, which posed a series of problems for the CSA as to how it would obtain weapons. A rebellion cannot be sustained without armaments, and money is required to purchase them if your country has no manufacturing capacity, and doesn’t have foundries for their production. Initially, federal forts were seized and weapons taken, but ultimately, a network of war goods supply would need to constructed.

Where did the Confederacy get financial support to purchase weapons and carry out a war with a limited treasury? Moreover, if there was no existing capacity to produce weapons, and must be imported from overseas, how did European armaments make it to the CSA despite a blockade? When the war began, the CSA had no manufacturing capability to produce artillery tubes. Tredegar was the only major iron foundry south of the Mason-Dixon line. There were no large scale rifle manufacturers. The armaments and weapons the Confederacy used were mostly made in Europe at the start of the war, and brought over despite the blockade.

The Blockade

General Winfield Scott predicted that a civil war would be a long affair when everyone else thought it would be over in weeks. He was a top-notch military strategist who was a hero of the Mexican War. He saw long in advance that the weakness of a Southern nation was its absence of manufacturing, supplies, and weapons production. Therefore, he developed what came to be known as the Anaconda Plan, named after the snake that squeezes its victims and suffocates them to death. The idea was that by blockading the southern ocean ports and the Mississippi River, the CSA military would slowly die as its supplies dwindled and the country isolated from its trading partners elsewhere.

Other Union commanders were not sanguine about the idea, preferring a rapid attack strategy to a slow suffocation. Although Anaconda was not implemented fully, President Lincoln proclaimed a blockade in April 1861. This required the monitoring of 3,500 miles of Atlantic and Gulf coastline, including 12 major ports, notably New Orleans and Mobile.

The Union blockade was a powerful weapon that eventually destroyed the Southern economy, at the cost of very few lives, just as General Scott planned it. The river campaigns in the west crushed the CSA and the blockade raised the costs of overseas trade. The measure of the blockade's success was not the ships that slipped through but the thousands that never tried.

At first, the blockade was only partially effective; perhaps only about 10% of freighters attempting to evade the blockade were intercepted. However, the Union Navy gradually became better at the task; by 1864, about one-third of ships attempting to run the blockade were intercepted, and the only ships with a reasonable chance of evading the blockade were blockade runners, which were specifically designed for speed and maneuverability.

Beating the Blockade

Finding a way to deliver supplies and arms despite the blockade was a necessity. The only way its military could be supplied and the economy kept afloat was by international commerce. Therefore, the CSA had to build a fleet of ships to evade the blockade of its ports.

Blockade runners were steam ships built for speed in order to make its way through the Union blockade that extended some 3,500 miles along the Atlantic and Gulf of Mexico coastlines and the lower Mississippi River. To get through the blockade, the runners ran at night and if detected, they would attempt to outmaneuver or outrun the ships on blockade patrol. These vessels carried cargoes to and from neutral ports often located in Nassau and Cuba where neutral merchant ships in turn carried these cargoes, usually coming from or destined to England or other points abroad. Inbound ships usually brought badly needed supplies and mail to the Confederacy while outbound ships often exported cotton, tobacco and other goods for trade and for sale.

How did the CSA obtain the money to purchase these ships?

Charles Kuhn Prioleau was the most highly placed and influential supporter of the Confederacy in Britain. He was the sole British partner and representative of Fraser, Trenholm, & Co., the unofficial bankers to the Confederacy in Europe, which helped supply the South with arms throughout the war. He was a South Carolina cotton merchant who was the senior partner of the firm, based in Liverpool, acting as the European banker for the CSA. As such, this firm purchased military armaments, transported them to the US through the blockade, and extended the CSA credit when it couldn’t meet its obligations.

Prioleau was a partner in Fraser, Trenholm. He had moved to Liverpool in the early 1850s to establish a steamship line from England to Charleston. With his connections to Fraser, Trenholm, he became very well respected in Europe. When the war broke out, the CSA deposited large amounts of funds with his firm. Prioleau became the sole CSA agent in England, purchasing armaments and shipping them on blockade runners financed by Fraser, Trenholm. Prioleau made a huge fortune on these transactions.

Who Made the Arrangements?

James Dunwoody Bulloch was the Confederacy's primary foreign agent in Great Britain. In 1861, almost immediately after the attack on Fort Sumter, he traveled to Liverpool to establish a base of operations. Britain was officially neutral in the conflict between North and South, but private and public sentiment of most of the English people – although not the monarchy -- favored the Confederacy. British firms were eager to purchase cotton smuggled past the Union blockade. The proceeds provided the South with its only real source of hard currency.

His primary mission was to sell Confederate cotton, then use this currency to purchase arms and ammunition, uniforms, and other supplies for the war effort. Bulloch arranged for the purchase of Confederate cotton by British merchants, paid in cash, then purchased (mostly by credit) and transported armaments and other war supplies to the South.

Bulloch was employed by the shipping firm of Fraser, Trenholm & Company to buy and sell Confederate cotton, using this currency to purchase arms and ammunition. Fraser Trenholm & Co. became, in effect, the Confederacy's international bankers. He operated blockade runners and commerce raiders. Bulloch arranged for the construction and secret purchase of commerce raiders as well as many of the blockade runners that acted as the Confederacy's commercial lifeline. In essence, Bulloch was the most significant international Confederate operative. His half-sister Martha was the mother of President Theodore Roosevelt and paternal grandmother of First Lady Eleanor Roosevelt.

Bulloch worked with John Laird Sons & Co. in Birkenhead, across the Mersey River estuary from Liverpool, to build warships for the South. John Laird was the main ship builder in Liverpool. His business built the CSS Alabama and most of the other blockade runners. He was mayor of Birkenhead, across the river from Liverpool.

Warships could not legally be built in Britain for the Confederates as a consequence of its neutrality. Bulloch circumvented this problem by ensuring that the ships, while clearly designed for battle, were not actually fitted with armaments in Britain. Through this strategy, the ships could be presented as civilian vessels when they left British jurisdiction, but they would then travel to Terceira, a Portuguese island located in the Azores, where they were re-fitted and armed. This blatant subterfuge successfully confused the legal definition of what could be defined a warship in Great Britain.

In 1862, Bulloch arranged for the CSS Florida and the CSS Alabama to cross the Atlantic and join the Confederate Navy. Other British-built ships soon followed. Bulloch's smokescreen, the British Government’s reluctance to become involved, and the complicity of Liverpool's port officials, who were Confederate sympathizers, allowed the CSS Alabama to successfully sail through. Confederates used the CSS Alabama to attack Union merchant and naval ships for two years, before the ship sank in 1864.

Who Did They Work With?

Although the British government remained neutral, the local government and port in Liverpool strongly favored the Confederacy. Businesses in the city tended to be favorable to the Confederate cause and had a long tie with slave trading. Liverpool had been the primary slave trading port and its ships and merchants were strongly associated with the slave trade. These businesses and owners formed what was called The Southern Club. Some were families with historical involvement in the trans-Atlantic slave trade. Nearly all had homes located in a single area called Abercromby Square. PM Gladstone also had a home there. There was a business and political conspiracy in Liverpool favoring the CSA, and it’s existence is clear. Prioleau lived at 19 Abercromby Square. The individuals who lived in Abercromby Square designed and built the ships. This included: improved propelling navigable vessels and the construction of metal, wood, and iron ships. sold arms to the Confederacy and built many of the blockade running ships.

The Man Behind the Curtain

George Alfred Trenholm was the principal partner of Fraser, Trenholm, manipulating all of the levers that allowed the building of blockade runners and the purchase of arms. He was without a doubt the role model Margaret Mitchell used for Rhett Butler. He was tall, handsome, fearless, crafty, highly intelligent, and very rich. This shipping and banking magnate from Charleston, South Carolina masterminded and made a fortune during the war.

Trenholm’s grandfather was a major slave owner in Haiti before the slave revolution. Trenholm inherited large holdings of land and slaves. At age 16 he joined a cotton brokerage based in Charleston called John Fraser and Co. In 1853, he rose to partner and became its managing partner when Fraser died. He was one of the wealthiest men in the US, owning ships, hotels, docks, plantations, and cotton. When secession happened, he moved his firm’s HQ from NYC to the West Indies and built an ironclad and 12 ships for the Confederacy. He owned 60 commercial ships running the blockade and he became even wealthier. He worked directly with the Confederate government to supply their military needs, including arranging for funding for the building of blockade runners in England.

Fraser, Trenholm & Company was originally a commercial firm based in Charleston, S.C., with offices in New York City, that shipped cotton to Great Britain, among other ventures. When secession was declared, Trenholm saw a substantial business opportunity and moved his firm’s headquarters from to the West Indies. During the war, the firm served as the overseas banker of the Confederate States of America, financing the supply of weaponry and essential goods in exchange for cotton, tobacco, and turpentine. His firm initially financed an ironclad and 12 ships for the Confederacy. Fraser, Trenholm and Company diversified to become an international bank representing the CSA, eventually owning 60 commercial ships running the blockade and he became even wealthier.

How did Fraser, Trenholm profit? Behind every one of these clandestine transactions for arms, supplies, and blockade running, military or commercial—stood Fraser, Trenholm, & Co. and its overseas director and Abercromby Square resident, Charles Prioleau. Remember that Prioleau was in Liverpool and he was the one who contracted for building ships using designs for blockade running made by British firms, all of which were members of the Southern Club. A profit was made at every step by the business and its principals. So, on the outward bound trips, cotton and other products were transported and sold for profit, and on the inbound trips, armaments, and all on ships built and owned by Fraser, Trenholm. The firm collected service fees on every transaction, received credit and cash internationally, and pocketed the proceeds.

Trenholm also served as Secretary of the Treasury of the Confederacy during the last year of the Civil War, an obvious choice since was building the fleet of ships on credit for the South. In essence, this private firm WAS the Confederate Navy, WAS the military supply line, and WAS the main fleet of blockade runners. The CSS Alabama was the most successful of these. Fraser, Trenholm remained highly respected until the end of the war when it went “bankrupt”.

The Supply Network

Prioleau worked directly with the Confederate government to supply their military needs. On board the ships were the weapons and armaments that the CSA needed for the war effort. But how did the agents in Europe know what was needed at any moment on the battlefield on this side of the pond? The answer was Brig Gen Josiah Gorgas, the Chief of Ordnance. His experience made him the perfect man to serve as the linkage between industry and the military.

Born in Pennsylvania, he graduated from West Point and immediately served in the ordnance department. During the Mexican War, his job was to ensure that the army was supplied appropriately from arsenals in the US. He routinely sought positions in the South because of his opposition to Republicans and abolitionism. By the time of the Civil War, he had served in almost every arsenal in the country. President Davis immediately hired him and he moved to Richmond. He was responsible for ensuring that artillery tubes and rifles were delivered through the blockade. He established armories to store the materials so when needed, they could be transported easily to the front lines. His job was to create an armaments supply system literally from nothing and without much money.

He interacted directly with Prioleau to assure stockpiling of supplies and timely transport of the needed goods on blockade runners. Fraser, Trenholm arranged for the purchase and transportation of weapons on Gorgas’s order. Gorgas estimated in 1863 that Fraser Trenholm had made $9 million running the blockade. And they imported $4.5 million in cotton to England. The Confederate Army never lacked weapons. It was said that the only two things that worked well in the Confederacy was General Lee’s Army and General Gorgas’s supply lines. By 1863 Gorgas had several factories producing rifles. There was also a small foundry in Selma, AL.

After the War

As the southern economy tanked, Prioleau used his reputation to extend substantial credit to keep the war machine going. When the CSA collapsed and its credit called, Prioleau moved to Belgium.

Trenholm as CSA Treasury Secretary was in charge of the Confederate gold when Richmond fell. So, the part of the movie at the end of the war where the dashing Rhett Butler is in jail and accused of making off with the gold of the Confederacy? Not so far-fetched. Except there was no Scarlett involved; he was married with children and remained so forever (her name was Anna, FYI.) It would not be surprising if whatever Confederate Gold there was found its way into his pockets. Trenholm was captured and arrested escaping from Richmond, and his firm went bankrupt.

Trenholm never faced legal actions to make him responsible for treason, despite the fact that in essence, he bankrolled the Confederate war machine. Unquestionably, he hid his money overseas, in the Caribbean and London, and that his agent Charles Prioleau funneled the money here and there during and probably after the war.

How did Trenholm get out of taking responsibility for these obviously treasonous acts? Trenholm, just like Rhett Butler, was imprisoned for treason. Just like Rhett, he was believed to have possession of the Confederate gold. Just like Rhett, he used his charm and influence (and surely his money), which extended into the United States Army and the White House, to get out of prison and secure a pardon. The pardon was especially clever since he never officially asked for it, nor did he ever admit that he had done anything wrong to deserve one.

After his release, Trenholm fought the Federal government in lengthy lawsuits. The government claimed Trenholm and his partners had illegally converted today’s equivalent of billions of dollars in Confederate assets. He disingenuously claimed he was bankrupt, saying he had lost everything in the war. And just like Rhett, he was cleared and completely exonerated. But he reorganized, made another fortune after the war in phosphate mining and railroads, and became a philanthropist funneling money to black education. And then lived a lavish life until his death in 1876. Trenholm died a very wealthy man at age 69. Tomorrow is another day.

Prioleau moved back to London and died in 1887. He is buried in London. He was never held to account for his activities or war time debts.

Who Ultimately Paid for the Confederate War Machine?

In the international admiralty law, a foreign power cannot build a navy for an unrecognized combatant. After the Confederate surrender, the U.S. government filed suit against Great Britain for its conduct during the Civil War. The claim was heard at the Tribunal of Arbitration in Geneva in 1871. The US claimed direct and collateral damage against Britain. The US sued for the covert assistance given to the Confederate cause in the form of construction of commerce raiders and cruisers built or equipped in British ports for the Confederacy. Since the CSS Alabama was the ship that caused the US the most damages, the name given to the case was the "Alabama Claims".

The most serious charge was that the English allowed the Confederate cruisers "Alabama", "Shenandoah", and "Florida" to be armed in British ports. These ships created significant “damage” to the American merchant marine. Early attempts to resolve this dispute were unsuccessful. At one point, US Senator Charles Sumner stated that England was responsible for half of the cost of the war, and that the US would consider Canada as payment made on such a claim. This shocked the British and they realized that they had better come to some agreement.

In the Treaty of Washington, on May 8, 1871, it was agreed that the "Alabama Claims" should be referred to 5 arbitrators: one to be named by the US, one by England and one each by the King of Italy, the emperor of Brazil and the president of Switzerland. A commission was formed and met in Geneva on December 15, 1871.

The decision was given on September 14, 1872. England was held liable for the Alabama (unanimous), Florida (4-1), Shenandoah in part (3-2) and the tenders of both the Alabama and Florida (unanimous). The total amount of damage to be re-paid was $15,500,000, the US being left to settle with private claimants. This was a high reward at that time. In fact, by 1882 only 3/5 had been paid, requiring yet more adjudication. The British also lost their investment of $1,100,000 in Confederate Bonds.

Conclusion

How the Confederacy financed and constructed its blockade running and developed its war supply production network is rarely discussed. Fraser, Trenholm and Company, working through its agents Charles Prioleau and James Dunwoody Bulloch, created an entire banking and military supply network, including a navy. A single privately held merchant company, a cotton export business, which diversified to become an international bank representing the CSA and then built and operated ships to run the blockade was the central mechanism. Trenholm had direct connections to the CSA Government and military. His business contracted and built the ships, took the orders for arms, arranged and took the risk to transport the cargo in both directions, acted as CSA banking agent in Britain, and represented the CSA government, all for profit. Huge profits were made at every step, in which the business received actual cash but paid in CSA credit. The business represented the CSA in European circles, and had ties to British businesses and its prime minister, Gladstone. None of this money was ever recovered, and the principals were never brought to justice, although many years later the British did have to pay damages.

What do you think of how the Confederacy funded itself during the American Civil War? Let us know below.

References

Abercromby Square and The Southern Club.

https://ldhi.library.cofc.edu/exhibits/show/liverpools-abercromby-square/abercromby-southern-club

James D. Bulloch: Secret Agent and Mastermind of the Confederate Navy By Walter E. Wilson, Gary L. McKay.

George Alfred Trenholm and The Company That Went to War 1861-1865 By Ethel Trenholm Seabrook Nepveux

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The US Civil War was the first modern war in which the productive capacities of the industrial state were completely integrated into the war effort. This has significant impacts on the ability to kill and injure the enemy. Here, Richard Bluttal starts a three-part series on the impacts of trauma during wars by looking at the American Civil War.

Clara Barton, a nurse and founder of the American Red Cross, in the 1860s.

In early May 1864, Lieutenant General Ulysses S. Grant (1822-85) launched his Overland campaign, in which his Army of the Potomac clashed with Robert E. Lee’s Army of Northern Virginia in a series of battles in Virginia. Lt. J. E. Mallet of the Union army distinctly remembers the sensations experienced upon being hit.” I imagined that a cannonball had struck me on the left hipbone, that it took a downward course, tearing the intestines in its course, and lodged against the marrow of the right thigh bone. I fancied I saw sparks of fire, and curtains of cobwebs wet with dew, sparkling in the sun. I heard a monstrous roar of distant cataracts. I felt my teeth chatter, a rush of blood to my eyes, ears, nose and to the ends of my fingers and toes. I tried to get up, fell, and "became completely insensible” He described his wait on the battlefield (at least a day) and the journey to the hospital transport ship quite matter-of-factly. Men in his regiment on the ards. The heavy soft, unjacketed lead bullet flattened out on impact, which produced severe wounds and carrying pieces of clothing into the wound.

The number of combat engagements during the American Civil War was the largest in history to that time, and exponential increases in the killing power of weapons produced rates of casualties beyond the imagination of military medical planners. In a four-year period, 2,196 combat engagements were fought, in which 620,000 men perished—360,000 in the Union Army and 260,000 in the Confederate Army. Some 67,000 Union soldiers were killed outright, 43,000 died of wounds, and 130,000 were disfigured for life, often with missing limbs; 94,000 Confederate soldiers died of wounds. Twice as many soldiers died of disease during the war than in combat. During the 1860s, doctors had yet to develop bacteriology and were generally ignorant of the causes of disease. Generally, Civil War doctors underwent two years of medical school, though some pursued more education. Medicine in the United States was woefully behind Europe. Harvard Medical School did not even own a single stethoscope or microscope until after the war. Most Civil War surgeons had never treated a gunshot wound and many had never performed surgery. Medical boards admitted many "quacks," with little to no qualification. Yet, for the most part, the Civil War doctor (as understaffed, underqualified, and under-supplied as he was) did the best he could, muddling through the so-called "medical Middle Ages." Some 10,000 surgeons served in the Union army and about 4,000 served in the Confederate. Medicine made significant gains during the war. However, it was the tragedy of the era that medical knowledge of the 1860s had not yet encompassed the use of sterile dressings, antiseptic surgery, and the recognition of the importance of sanitation and hygiene. As a result, thousands died from diseases such as typhoid or dysentery.

Why did so many have to die? The deadliest thing that faced the Civil War soldier was disease. For every soldier who died in battle, two died of disease. In particular, intestinal complaints such as dysentery and diarrhea claimed many lives. In fact, diarrhea and dysentery alone claimed more men than did battle wounds. The Civil War soldier also faced outbreaks of measles, smallpox, malaria, pneumonia, or camp itch. Soldiers were exposed to malaria when camping in damp areas which were conductive to breeding mosquitos, while camp itch was caused by insects or a skin disease. In brief, the high incidence of disease was caused by inadequate physical examination of recruits, ignorance, the rural origin of soldiers, neglect of camp hygiene, insects and vermin, exposure; lack of clothing and shoes; poor food and water.

The Germ Theory, which states that microscopic bacteria and viruses caused disease, was not yet understood (Sohn). These pathogenic microorganisms thrived in filthy environments, and the conditions soldiers lived in were horrendous. Because of water shortages in camps, items were rarely cleaned. This includes all medical tools. If scalpels or forceps were dropped on the ground, they were "only washed in tap water," according to one Civil War surgeon (Ledoux). Between operations, tools were not sterilized. Doctors rarely washed their hands, and even less often were their garments cleaned. No one yet knew why these post-surgery infections took place, nor how to prevent them.

Organization of Battlefield Medical Care

On July 16, 1861, Clara Barton watched more than 30,000 “noble, gallant, [and] handsome” Federal soldiers, “armed to the teeth,” march out of Washington to confront a Confederate army near Manassas Junction, this was the first engagement, Battle of Bull Run, against confederate forces. Many around the country, soldiers and citizens alike, naively expected a short conflict with no need to prepare for large numbers of wounded. In the days before the First Battle of Bull Run, as the US Army neared contact with the enemy, the army’s medical department made no preparation to set up hospital sites until after the battle began. No permanent military hospital sites had been established in the city. Instead, sick soldiers were languishing in abandoned warehouses, churches, schools, and other public buildings. That meant Washington’s “hospitals” were already overflowing when the army left for battle. There was simply no space for more patients in these makeshift facilities. A significant number of Union wounded were left on the battlefield because the medical department didn’t have authority over most of the ambulances. The medical disaster at Bull Run in July 1861 convinced Clara Barton, ordinary citizens, and even the Union medical department to take the medical needs of the US Army in the aftermath of a battle more seriously,

How medical care was delivered on and off the battlefield changed during the war. Early on, stretcher bearers were members of the regimental band, and many fled when the battle started. There was no military ambulance corps in the Union Army until August of 1862. Until that time, civilians drove the ambulances. Initially the ambulance corps was under the Quartermaster corps, which meant that ambulances were often commandeered to deliver supplies and ammunition to the front.

If a soldier was injured during battle, volunteers took the howling victim behind the front lines using a stretcher made from canvas and wooden poles. From there, a horse-and-buggy-type wagon would cart them to the nearest field hospital. The "stretcher-bearers" would assess the condition of the patient, dividing them into three main categories: mortally wounded, slightly wounded, and surgical cases. They would then assist the patient to the best of their ability in the back of the jostling horse-drawn vehicle. This process was called "Letterman's Ambulance," devised by the director of the Army of the Potomac, Jonathan Letterman. His system evacuated the injured more efficiently and paved the way for our modern ambulance system.

Combat Related Injuries

In order to be reported, a soldier had to be either transported to or make it back to a field hospital, and this may have resulted in an underreporting of deaths from cannon fire. Most injuries resulted from the Minié ball invented by the French officer Claude-Etienne Minié in 1849. The Minié ball is a 0.58-caliber bullet that is slow moving and is made from soft lead. It flattens on impact and creates a wound that grows larger as the bullet moves deeper into tissues. It shatters bone above and below impact and usually does not exit. Because of its relatively slow muzzle velocity, it brought bits of clothing, skin, and bacteria into the wound. The majority of gunshot wounds occurred in the upper and lower extremities, but the fatality rate from these wounds was low. Only 18% of wounds were to the abdomen, but these were more often fatal from intestinal perforation in the preantibiotic era.

Non-Combat Related Death and Illness

A variety of factors contributed to a high rate of noncombat-related illness, including overcrowded and filthy camps. Latrines were often not used or were drained into drinking water supplies or not covered daily. Food quality was poor from several standpoints. It was poorly stored, poorly cooked, and lacked enough vitamin C to prevent scurvy. The Army of the Potomac eventually added a number of rules: camps had be pitched on new ground and drained by ditches 18 inches deep, tents had to be struck twice a week to sun their floors, cooking had to be done only by company cooks, all refuse had to be burned or buried daily, soldiers had to bathe twice a week and change clothing at least once a week, and latrines had to be 8 feet deep and covered by 6 inches of dirt daily.

There were few useful medications at the time, and about two thirds of all drugs were botanicals. In 1860 Oliver Wendell Holmes stated at the annual meeting of the Massachusetts Medical Society, “I firmly believe that if the whole material medica, as now used, could be sunk to the bottom of the sea, it would be all the better for mankind,—and all the worse for the fishes”. Medications that were helpful included quinine for malaria, morphine, chloroform, and ether, as well as paregoric. Many others were harmful. Fowler's solution was used to treat fevers and contained arsenic. Calomel (mercurous chloride) was used for diarrhea. Mercury is excreted in high concentration in saliva. This led to excessive salivation, loss of teeth, and gangrene of the mouth and cheeks in some patients.

Battlefield Wounded and Surgery

Battlefield surgery was also at best archaic. Doctors often took over houses, churches, schools, even barns for hospitals. The field hospital was located near the front lines -- sometimes only a mile behind the lines -- and was marked with a yellow flag with a green "H". Anesthesia's first recorded use was in 1846 and was commonly in use during the Civil War. In fact, there are 800,000 recorded cases of its use. Chloroform was the most common anesthetic, used in 75% of operations. In a sample of 8,900 uses of anesthesia, only 43 deaths were attributed to the anesthetic, a remarkable mortality rate of 0.4%. Anesthesia was usually administered by the open-drop technique. The anesthetic was applied to a cloth held over the patient's mouth and nose and was withdrawn after the patient was unconscious. Surgeons worked all night, with piles of limbs reaching four or five feet. Lack of water and time meant they did not wash off their hands or instruments. Bloody fingers often were used as probes. Bloody knives were used as scalpels. Doctors operated in pus-stained coats. Everything about Civil War surgery was septic. The antiseptic era and Lister's pioneering works in medicine were in the future. Blood poisoning, sepsis or Pyemia (Pyemia meaning literally pus in the blood) was common and often very deadly. Surgical fevers and gangrene were constant threats. One witness described surgery as such: "Tables about breast high had been erected upon which the screaming victims were having legs and arms cut off. The surgeons and their assistants, stripped to the waist and bespattered with blood, stood around, some holding the poor fellows while others, armed with long, bloody knives and saws, cut and sawed away with frightful rapidity, throwing the mangled limbs on a pile nearby as soon as removed." If a soldier survived the table, he faced awful surgical fever. However, about 75% of amputees did survive.

Amputation was the most successful method used to halt the spread of deadly infections, like gangrene, caused by battle wounds during the Civil War. Contrary to popular belief, the process was not as barbaric as it seemed. The process was efficient and effective. After a soldier was injured on the battlefield, he was immediately bandaged by medical volunteers. He was shuttled to either the nearest field hospital or medical tent at a camp using the new ambulance system. On the way, the wounded soldier was given whiskey to ease his shock. Once the patient, still in great distress, was set on an "operating table," a chloroform- soaked cloth was held onto the patient's nose and mouth. Tourniquets were tightly secured above the amputation area to prevent the patient from bleeding out. A long, though often dull, blade was used to sever tissue and ligaments, then a serrated saw was used to cut through the bone. One man who witnessed an amputation said this: "Tables about breast high had been erected upon which the screaming victims were having legs and arms cut off. The `surgeons and their assistants, stripped to the waist and bespattered with blood, stood around, some holding the poorfellows while others, armed with long, bloody knives and saws, cut and sawed away with frightful rapidity, throwing the mangled limbs on a pile nearby as soon as removed.” An experienced field surgeon could perform an amputation in under ten minutes.

Medical advances and improvements leading up to World War 1

The contributions to medical care that developed during the Civil War have not been fully appreciated, probably because the quality of care administered was compared against modern standards rather than the standards of the time. The specific accomplishments that constituted major advances were as follows. 1. Accumulation of adequate records and detailed reports for the first time permitted a complete military medical history. This led to the publication of the Medical and Surgical History of the War of the Rebellion, which was identified in Europe as the first major academic accomplishment by US medicine. 2. Development of a system of managing mass casualties, including aid stations, field hospitals, and general hospitals, set the pattern for management of the wounded in World War I, World War II, and the Korean War. 3. The pavilion-style general hospitals, which were well ventilated and clean, were copied in the design of large civilian hospitals over the next 75 years. 4. The importance of immediate, definitive treatment of wounds and fractures was demonstrated, and it was shown that major operative procedures, such as amputation, were optimally carried out in the first 24 hours after wounding. 5. The importance of sanitation and hygiene in preventing infection, disease, and death among the troops in the field was demonstrated. 6. Female nurses were introduced to hospital care and Catholic orders entered the hospital business. 7. The experience and training of thousands of physicians were upgraded, and they were introduced to new ideas and standards of care. These included familiarity with prevention and treatment of infectious disease, with anesthetic agents, and with surgical principles that rapidly advanced the overall quality of American medical practice. 8. The Sanitary Commission was formed, a civilian-organized soldier's relief society that set the pattern for the development of the American Red Cross.

In August of 1862, a physician named Jonathan Letterman set up the first ambulance system in the Union’s Army of the Potomac. With the support of Hammond, he instituted a three-step system for evacuating soldiers from the battlefield and established the Ambulance Corps. Their first stop was a field dressing station, where tourniquets were applied, and wounds were dressed. Then they moved to a field hospital, where doctors performed emergency medical procedures. Finally, ambulances would transport patients to a large hospital far from the battlefield for long-term treatment. The U.S. military uses the same basic system today.

What do you think of trauma during the US Civil War? Let us know below.

Now read Richard’s piece on the history of slavery in New York here.

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Weather has played a key role in shaping the progress of the world and its societies. Here, Kayla Vickery looks at how weather conditions shaped the 1789 French Revolution. She considers the Little Ice Age, the Lake volcano eruption, the poor weather of 1788, and the Great Hailstorm of Paris.

The *Storming of the Bastille* by Jean-Baptiste Lallemand, 1790.

Introduction

Historians have long debated the causes of the French Revolution. There have been falsehoods about King Louis XVI and Marie Antoinette (“Let them eat cake,” anyone?), finger-pointing at various players, and many theories. But ultimately, they all want to know the same thing: how did the Bourbon dynasty fall? While many events over the eighteenth century created a domino effect against the monarchy, did you know that extreme weather contributed greatly to France’s economic struggles? Over a few decades, several different weather events left the country in trouble and would eventually inspire the lower classes to rise up and overthrow the monarchy. From the Laki Volcano eruption to the drought/winter of 1788, these natural occurrences all had real consequences. While there were several ideological changes, the events of 1789 would not have been as severe were it not for the weather and the havoc it played on the 18th-century French economy.

Little Ice Age

First was the Little Ice Age, a period of the Earth's cooling. Way less cool than the animated film Ice Age starring one of my favorite characters Sid the Sloth; it is generally accepted that it started during the Middle Ages and ended sometime in the mid-nineteenth century. Researchers have also observed three periods of freezing weather, one of which occurred in 1770, a mere twenty years before the beginning of the French Revolution. Temperatures dropped globally at this time by as much as 4 degrees, and Europe was significantly affected. Like my moods, the weather was unpredictable and often swung from one extreme to another. This began to affect the crop yield and livelihood of the people of France. The peasants of 18th century France depended highly on good crop output to, ya know, eat. In the late 1700s, the classes had a significant income disparity. As the crops began to fail, the price of food began to rise, leaving workers with extraordinarily little extra income. The Little Ice Age and its negative impact on crops began to cause hunger throughout the country. At this same time, there was a huge population boom across France. Growing from 22.5 million inhabitants in 1715 to 28.5 million in 1789 meant there was a growth of about 25 percent! History has shown that when people are cold, the need for warmth leads to a cuddle which leads to how babies are made. As the number of people grew, so did the demand for goods. A need that was often unable to be met because of the Little Ice Age. As the government became more entrenched in debt, it continued to raise the taxes paid by the lowers classes. Nobles and the clergy were excluded from paying taxes (eat the rich!), so the government's debt came to rest on the shoulders of the most abused from above. The social order of France made it so that even the tiniest shortcomings would be detrimental to the lives of much of the population.

Laki Volcano Eruption

In 1775, after a poor grain harvest from northern France, people began to let their unhappiness show the only way they know how… with good ol' fashioned riots! The people's anger was directed at the wealthy landowners, and even managed to reach Versailles. This peasant uprising became known as the Flour War, a straightforward title because there was no time for cleverness when starting a Revolution! This uprising would be squashed in a few weeks, but the damage had been done. The peasants of France had seen the power behind a widespread protest and knew what kneaded (I know what I did) to be done.

The Little Ice Age and its powerful effect on the crops and, inherently, the people growing them would just be one of many weather occurrences that would ignite the people of France to revolt. From 1783 to 1784, the Laki Volcano continuously erupted in Iceland, sending ash across Europe. The ash would block the sun, darkening the skies, lowering the temperature, and thoroughly convincing people they were living in actual Hell. With ships unable to move because of the fog from the ash, and weather patterns disrupted, the food crisis became even more severe. To understand the impact of poor harvests, one must realize how little the Third Estate had in the 1700s. Even though they made up 98 percent of the population, they were people with limited economic means and struggled to reach survival levels. They were also forced to pay exorbitant taxes to the King and maintain their feudal obligations to their landlord. They also held no judicial power meaning they could do nothing about the unfair circumstances forced onto them by the King. With such a decrease in their livelihoods, peasants cut back on spending, which hurt the economy even more. I like to point to this moment when trying to prove that my shopping addiction is, in fact, good for the economy!

The Great Hailstorm of Paris

In the already broken economy struggling to recover after years of war and failing markets, the weather of 1788 would push the people of France over the edge. The spring of 1788 was a disaster for the planting season in France. After an abnormally dry spring that dramatically affected the crops of the already starving people, there was a summer of extreme temperatures and random downpours. The mass majority of the population was severely malnourished and was now pushed into yet another famine after a period of economic slump and hunger.

One such event, The Great Hailstorm of Paris, was a ferocious storm that ripped through the countryside, wreaking havoc on July 13, 1788. The destitution the storm caused would go on to infuriate the starving citizens of France, and the devastation of the crops would have dire consequences for the economy of France. Bread prices would continue to soar, and the citizens would find their incomes significantly lowered. As if they hadn't been through enough, the conditions of the lower classes after the Great Hailstorm of Paris would only worsen with the extreme winter ahead. The winter of 1788/1789 would be one of the coldest on record. During this harsh winter, Emmanuel Sieyes's published his political pamphlet What Is The Third Estate? An essay that would attack the privilege of the nobility and give words to the struggle of the lower classes. Think Hamilton but with less rapping. With the pamphlet What Is the Third Estate, the common people of France finally had a physical manifestation of their resentments against the other two estates. By April of 1789, the people of France were rioting regularly over the rising price of bread. The economy's downfall and the crops' failure for several years would push them over the edge and into Revolution. The mood in Paris before the fall of the Bastille was one of anger and desperation. There are many firsthand accounts of the rowdiness of the crowds in Paris who were rioting and demanding answers for the skyrocketing bread costs. Eventually, the hungry and abused crowds would march on the Bastille and overtake the prison, and the French government learned the very valuable lesson of never coming between the French population and a baguette.

Conclusion

After decades of unheard-of weather patterns working against their livelihoods and without help from their King, the resentment of the poor in France would eventually rise and change the course of history. The Little Ice Age, the Laki Volcano, and the severe drought and winter of 1788 would lead to the uprising of the peasants, the fall of the Bastille, the abolishment of the feudalism system, and eventually, the heads of the French monarchy.

What role do you think that weather played in the French Revolution? Let us know below.

Now, if you enjoy the site and want to help us out a little, click here.

References

Dispatches from Paris (April-July 1789)" in The Old Regime and the French Revolution, ed. Keith Michael Baker (Chicago: University of Chicago Press, 1987)

Jessene, Jean-Pierre. The Social and Economic Crisis in France at the End of the Ancien Régime, 1st ed., 2013 Blackwell Publishing Ltd. Published 2013 by Blackwell Publishing Ltd.

Lancaster, John. “How the Little Ice Age Changed History.” The New Yorker, March 2019,https://www.newyorker.com/magazine/2019/04/01/how-the-little-ice-age-changed-history.

Loyseau, Charles "A Treatise on Orders," in The Old Regime and the French Revolution, ed. Keith Michael Baker (Chicago: University of Chicago Press, 1987)

McWillimas, Brendan, ‘The Fall of the Bastille', The Irish Times, Jul 13, 1998, https://www.irishtimes.com/news/the-fall-of-the-bastille-1.172547

Neumann, J and Dettwiller, J. “Great Historical Events that were Significantly Affected by the Weather: Part 9, the Year Leading to the Revolution of 1789 in France (II).” Bulletin of the American Meteorological Society

Popkin, Jeremy D, A New World Begins: The History of the French Revolution (New York: Basic Books, 2019)

Sieyes, Emmanuel-Joseph, "What is the Third Estate?" in The Old Regime and the French Revolution, ed. Keith Michael Baker (Chicago: University of Chicago Press, 1987)

Waldinger, Maria, Drought and the French Revolution: The effects of adverse weather conditions on peasant revolts in 1789, (2013)

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Privateers are private naval people or vessels that are used by authorities to do tasks such as attack and plunder enemy ships. For many centuries, privateers played key roles in times of war. Here, Avery Scott looks at the important role that privateers played during the American Revolution.

Captain Luke Ryan. From *Hibernian Magazine* in May 1782.

From the beginning of time, rivers, lakes, and the sea all formed highways that allowed men, supplies, goods, and money to flow from one location to another. In times of war, these superhighways became significantly more important, as those that controlled the sea, controlled the supply lines. Because of this, countries have always battled for control of the sealanes linking their country to others. However, the maintenance of a full navy is expensive, difficult, and, at times, impossible. The difficulty of maintaining a navy led to the rise of privateering commissions, or letters of marque. Letters of marque have played key roles in many periods in history, specifically from the 1500s to the golden age of piracy (1650-1730). Men like Sir. Francis Drake, Henry Morgan, and William Kidd all obtained letters of marque that allowed them the right to pillage and plunder enemy vessels during times of war, and to act as a proxy to the nations navy. Prior to the golden age of piracy, privateers were commonplace, at times replacing the country's navy. However, diplomatic relationships changed around the golden age of piracy, and less commissions were awarded. This led the formerly government sanctioned privateers to begin acting as pirates. Despite the number of privateer commissions decreasing, it did not rid the world of their operations entirely. They would continue to appear during times of war when a particular government found their dastardly services advantageous. And, fortunately for privateers, the American revolution would lead to the commission of hundreds of privateers and untold wealth for those brave enough to risk their lives against the powerful Royal Navy. These privateers, in many cases, are the untold heroes of the American revolution. While they did not have the direct impact of men like George Washington, John Adams, Benjamin’s Franklin, The Marquis de LaFayette, and Baron Von Steuben, they were a menace to the Crown.

The Black Prince

One such example of this is the story of Luke Ryan, and his ship the Black Prince. Ryan began his career as an Irish smuggler turned privateer for the British. However, Ryan was unable to shake his former habits, and returned to Ireland without completing his mission as a privateer, instead he returned with large amounts of contraband. His vessel, the Friendship, was quickly impounded by customs officials, and the crew was thrown into jail. Ryan, having already vacated the ship, was not among these. Ryan decided that he must break his crew out of prison, and quickly sail out of Irish waters. Early in the morning, the crew escaped out of the prison, stole several smaller boats which they rowed to their commandeered ship the Friendship. They proceeded to cut the anchor cables and confined the guards aboard. After escaping from the Black Dog prison, he renamed his ship the Black Prince, and headed for France to obtain a privateers commission from Benjamin Franklin.

Ryan faced a major challenge in obtaining this commission - he was Irish. Not only was Ryan Irish, but nearly his entire crew as well. Franklin could only grant commissions to vessels that had, at minimum, an American captain. However, it was not long before Ryan found Stephen Marchant, an American in France in search of a vessel to command. Ryan felt that Marchant could be easily manipulated into doing whatever Ryan and the other Irish sailors desired - essentially, giving Ryan total control of the ship, and Marchant nothing more than the appearance of a command. Only Ryan and his crew would be privy to the plan, which ultimately resulted in Franklin granting Marchant the commission. It was not long before the Black Prince became a successful privateer that struck fear in the hearts of British merchant vessels and seafaring towns alike. Soon after Marchant was informed of Ryan's plan, and was relieved of the modicum of command he currently maintained. Franklin also found out about the situation, but due to the overall success of the cruises he was unconcerned, even sending Ryan a gift to show his gratitude. In addition to his gift, Franklin was so impressed that he commissioned another vessel - the Black Princess. After another successful cruise, Franklin granted another commission, this one named the Fearnot. Again, these cruises were very successful. There were setbacks in the cruises, but these were minimal compared to the number of successes that each cruise produced. However, Ryans’ commissions were eventually recalled when it became apparent that privateers were hurting Franco-American relations due to a number of factors, not the least being Franklin's leniency in granting them. Overall, Ryan’s cruises amounted to 114 captured vessels and huge monetary damages from insurance rates, trade interruptions, and an overall distraction to the Royal Navy.

The Lee

Stories such as that of Luke Ryan happened frequently during the revolution, whether those privateers came from France or from American shores. Millions of dollars (billions in today’s money) of damages occurred as well as damage to the Royal Navy's morale, supplies, and productivity. Another benefit privateers offered the continental forces was their ability to obtain supplies needed by continental forces. Early in the revolution, in November 1775, the Lee, was patrolling near the coast of Massachusetts, when it came across a large vessel and decided to board. Captain John Manley sent several of his best sailors on board with concealed weapons, taking the British ship Nancy completely by surprise. The Nancy’s Captain Robert Hunter was excited to see the men, assuming they were there to assist the Nancy, as the ship had battled tough seas and was in need of repair. Hunter soon realized that Manley’s men were not there to help, but it was too late. Manley’s men drew their weapons, and Nancy'screw had to surrender. The Lee’s crew discovered a huge military cargo that was one of the most valuable of the war. The cargo included 2,000 muskets, 7,000 cannonballs, and 30 tons of shot, in addition to many other war time essentials. Washington was thrilled at the capture, calling it an “instance of divine favor.”

Conclusion

These two stories show how privateers played a pivotal role in winning the revolution. They helped to obtain goods needed for fighting the war and molested Royal Navy ships and merchantmen coming to resupply British troops. They expanded the size of the Navy, while reducing the financial burden of supplying a full time Navy. They caused huge financial woes for British citizens, merchantmen, and the government. Finally, they helped to create a war weary public that pushed for an end to the Revolutionary War. While often unacknowledged, ignored, or simply forgotten about, privateers were true heroes of the Revolutionary War, and victory would likely have not been possible without their brave contributions.

What do you think of the role or privateering in the American revolution? Let us know below.

Now read Avery’s article on Captain Henry Morgan and the escape from Maracaibo here.

References

Empire of Blue Water by Stephan Talty

Rebels at Sea by Eric Jay Dolin

The Republic of Pirates by Colin Woodard

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Throughout history, many people have crossed the seas searching for new lands, a new life, cargo and leisure resulting in millions of journeys undertaken by boat. Life at sea was treacherous and many sailors faced uncertainty as to what their voyage would entail. The many myths and legends of sea monsters, curses and superstitions attempt to offer an explanation for natural events or understand things people couldn’t explain, such as sea creatures. Popular culture has romanticised the idea of sea myths and superstitions that belittle the beliefs that many men and women governed their lives and actions throughout history. Many films and television shows explore plots where crews are cursed for immoral actions at sea, such as Pirates of the Caribbean and The Curse of the black pearl. Superstitions surrounding sea travel dictated when to sail – not on Fridays – and who could and couldn’t be aboard the ship, such as priests. Some of these beliefs have religious connotations, such as not starting a voyage on a Friday. The idea of good and bad luck is dictated by our actions or decisions like a lucky pair of socks or a ritual before taking an exam. While the ritual itself is not the decider of the future, it makes people feel like they have control in a situation that has many variables.

Here, Amy Chandler explores the types of superstitions that were believed by sailors and why they became popular throughout history.

A depiction of the *Mary Celeste* in the 1860s (then known as *Amazon*).

Origins of superstitious beliefs

Superstitious beliefs or behaviours “arise through the incorrect assignment of cause and effect”. (1) In order to explain an event or action that is strange, an individual assigns what they think is a logical reason based on their current knowledge. (1) During the sixteenth and seventeenth centuries, there was a rise in belief in witchcraft and the idea of what a witch was and how they behaved. It is not difficult to understand how this susceptibility to the idea of witchcraft, voodoo and individuals possessing ideas, knowledge and power is beyond humanly possible in small communities. Many sailing families pass down stories and superstitions from generation to generation. These types of beliefs set the scene for other ideas of mermaids, krakens and sea monsters to thrive in the imagination. These stories and beliefs thrive on fear.

The fear of the unknown was common amongst sailors, with vast areas of the world undiscovered and undocumented, so meaning that little was understood. Superstitions when sailors were aboard and before they set sail helped many crewmembers have control in an uncontrollable situation. It is naval tradition to bless the boat and its crew before sailing; for example, in Britain it is customary to bless a ship by breaking a bottle of wine or champagne. (2) Life was difficult with long periods away from land, poor hygiene and sanitary conditions, disease was rife, and diet was inadequate.

Furthermore, boats throughout history have changed dramatically from straight sterns to curved ones. (3) Oak was the most common wood for battleships in the eighteenth century because of its strong structure, while ships are now made of steel and reinforced to ensure a safer voyage, especially with the increase of cruise ships with many floors, guests, facilities and weight. The change in sailing boats and increased knowledge in scientific and technological advancement reduces the risk at sea. The idea of sea superstitions and myths are still prevalent in popular culture and society.

Influence of literature on myths

Literature like Homer’s The Odyssey mentions Greek mythology like Scylla and Charybdis, Circe and other monsters that commonly lure men to their deaths within myths and popular culture. While these figures featured in Odysseus’ journey are fictional, they suggested an explanation as to why ill-fated events happened through an individual's actions. Similarly, in Samuel Coleridge’s poem, The Rime of the Ancient Mariner, the crew shoots down the albatross and dooms their voyage.

A famous example of a ship that was abandoned with no trace of the passengers is the Mary Celeste, discovered on December 5, 1872 abandoned near Azores, Portugal. The boat went through a name change, major structural changes and owners before this voyage. Originally called the Amazon, the boat underwent many damages and mishaps, was sold in 1868 to Richard W Haines who renamed the ship. Once sold again after major refurbishments, the ship set sail on November 7, 1872 from New York City to Genoa, Italy with 1,700 barrels of alcohol. The ship’s log recorded two weeks of bad weather and when the ship was spotted by British ships near Portugal, they realised the boat was abandoned with no crew or captain, but the longboat was missing. (4) On closer inspection, the boat had taken on water, but was still sailable. The crew and captain were never found and what happened is only speculation. This incident is an example of an ‘ill-fated’ voyage where the ships experienced bad weather and the name of the boat was changed. While it is logical to assume the crew left the boat to avoid sinking and used the longboat to escape, it still encouraged superstitious thought. Authors like Arthur Conan Doyle was inspired by the story and anonymously published J. Habakuk Jephson’s Statement in The Cornhill Magazine in January 1884. (5) The story became popular and the press thought this was a real account from a survivor of the Mary Celeste.

In some incidents, the sensation of curses and myths becoming a reality is one that is fuelled by the popular press and thrived on creating reports that caused a stir. During the famous Titanic’s voyage in 1912 the ship was also said to be transporting an ancient Egyptian artefact, the ornate coffin belonging to Princess of Amen-Ra. It was not until after the discovery of King Tutankhamun’s tomb in 1922, that the sensational story of an Egyptian curse was widely commented on. This idea of a curse was then applied in retrospect to Ancient Egyptian artefacts, such as the one aboard of the Titanic.

Popular superstitions at sea

Many weird and wonderful sailing superstitions exist, to bring good luck included having tattoos of lucky animals such as pigs or roosters, stepping on the boat with the right-foot, cats were good omens and having salt in their pockets are just a few. Similarly, it was bad luck to have bananas on board, red-headed women or women in general, whistling at sea, losing a hat overboard and saying goodbye before a voyage. These are just several of the many superstitions sailors believed throughout history.

In the Nottingham Evening Post, February 7, 1931, reported a crew of British trading ship sailing near New Zealand began throwing cargo overboard because they “believed it was bringing them bad luck”. (6) This report is one of few recorded events of maritime superstition that impacted the day-to-day workings of a ship. The reports continues that sailors would usually indulge in their superstitions in private “without advertising it to the outerworld” suggesting that people who aren’t sailors are not exposed to the myths and legends do not understand why sailors behaved in certain manners.

Similarly, a report in the Fleetwood Chronicle in 1911 suggested that many people were aware of sailing superstitions, such as “the ill-luck which is said to belong to the ship whose name has been changed” and was a “belief [that] prevails among seafaring men that the vessel whose name ends in ‘A’ rests, also, under an evil spell”. (7) This report continues to give evidence of incidents where a ship with a name ending in an ‘A’, sinks or has a disaster. This offers a clear reason, albeit incorrect, to why a ship has a disaster, such as HMS Victoria that sunk in the Mediterranean in 1893, killing 358 crewmembers. While this incident has a logical and reasonable explanation of colliding with another ship, it fuels that idea that some names, places or objects are ‘cursed’ or ‘ill-fated’.

Another report in the Westerham Herald in 1917, recounts that while aboard a ship travelling from Massina to Malta a passenger noticed the ship’s Captain, an experienced sailor “standing at the bow, muttering and pointing with his finger”. (8) The captain was supposedly breaking the force of waves by making a ‘cross’ shape with his fingers and speaking a prayer. The account suggests when asked the captain replied that every ninth wave was dangerous and fatal to the ship’s safety, and the passenger said it was “strange to say, every ninth wave was much greater than any of the others, and threatened the ship with immediate destruction”. (8) Interestingly, when the ninth wave approached the ship with a captain who was signing a ‘cross’, the wave began to break and the danger was avoided. The report continues that “Arab sailors believe[d] that the high seas off the coast of Abyssinia [were] enchanted” and whenever they sailed through these waters would “recite verses which they suppose have a tendency to subdue them”. (8) This report emphasises that superstitions and actions that cause good or bad luck differs around the world and cultural beliefs. Despite this passenger not having a logical reason why the waves were breaking, seeing the captain perform a ritual that coincides with the danger subsiding provides evidence to those who witness it that these superstitions and rituals work. These experiences are told to others and reported that reinforces these actions and continues to support the idea of good and bad luck.

Science and superstition

Scientifically, there is a logical reason for why sailors claim to see floating, ghost ships. Objects that appear to float above the horizon or appear distorted are due to the Fata Morgana, a type of mirage. This mirage was named after the Arthurian legend of Morgan Le Fey that were believed to occur on the Strait of Messina where fairy castles floated in the air and false lands were created by witchcraft to lure sailors to their death. (9)

Scientifically mirages and superior mirages are created by atmospheric refraction where light bends through varying density of temperature or air creating distorted images, where an object in the distance is longer, higher, and ghostly. Whereas a Fata Morgana is a superior mirage that is more complex. The mirage is created below the original object and distorts an object to a point of being unrecognisable. These mirages are not limited to the sea, but are seen on land, polar or desert terrain and use any distant objects, like boats, coasts or islands to create an image. These images also change rapidly and stack on top of each other creating an imposing image of elongated and compressed versions of the original object. Therefore, this change in temperature, light refraction and distortion creates the appearance of ghostly and distorted image that has no resemblance to the original objects. (9) These boats appear to sit in the waves, on top of the water or parallel with the original object in a ghostly image. Sailors did not understand science in the same way we do now and seeing such a phenomenon would prove to many men that the stories and legends were true.

Conclusion

Sailor superstitions are engrained in how the public view the profession historically and many tourist seaside towns play on the idea of pirates in smugglers cove, strange stories of ghost ships and noises that draw visitors into the local history of the area. Real events and fiction become blurred and embellished over time, especially as there are no sailors from history alive to contradict what they may have seen or heard. It is difficult to understand what is fact or fiction when reading historical accounts. Scientifically we can attempt to explain why these stories developed and demystify the myths and legends through studying mirages and weather conditions that alter the senses. However, there is a large majority of the sea that has not been discovered and there is a high possibility that strange creatures that have mutated over time do exist through evolution. One of the many allures and fears of the sea is the unknown and what could be lurking beneath the sea’s surface. This unknown is what fiction and film thrive on and use to create imaginative situations and worlds that have some resemblance to real events caused by nature, such as deep caverns and whirl pools.

What do you think of superstitions at sea? Let us know below.

Now read Amy’s article on the history of medicine at sea here.

References

(1) K.R. Foster. H. Kokko, ‘The evolution of superstitious and superstition-like behaviour’. Proc Biol Sci. vol. 7 (2009) 2009, p.31.

(2) Royal Museums Greenwich, ‘Ship launching ceremonies’, 2023, Royal Museums Greenwich <https://www.rmg.co.uk/stories/topics/ship-launching-ceremonies> [accessed 24 April 2023].

(3) Royal Museums Greenwich, ‘Ship building: 800 – 1800’ , 2023, Royal Museums Greenwich < https://www.rmg.co.uk/stories/topics/shipbuilding-800-1800 > [accessed 24 April 2023].

(4) A. Tikkanen. ‘Mary Celeste’. Encyclopedia Britannica, 2023, https://www.britannica.com/topic/Mary-Celeste [accessed 20 April 2023].

(5) The Arthur Conan Doyle Encyclopaedia, ‘J. Habakuk Jephson's Statement’, The Arthur Conan Doyle, 2023, < https://www.arthur-conan-doyle.com/index.php/J._Habakuk_Jephson%27s_Statement >[accessed 19 April 2023].

(6)British Newspaper Archive, ‘Superstition of the sea’, Nottingham Evening Post, (7 Feb 1931).

(7) British Newspaper Archive, ‘Good and Bad luck on the ocean waves’, Fleetwood Chronicle, (11 July 1911)

(8) British Newspaper Archive, ‘Superstitions of the sea’,Westerham Herald,(3 Nov 1917)

(9) SKY brary, ‘Fata Morgana’, SKY Brary, 2023 < https://www.skybrary.aero/articles/fata-morgana >[accessed 15 April 2023].

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Imperialism leads to war, bloodshed, and generations suffering from its consequences. It is rare to see imperialism yield positive outcomes. While imperialism was not that favorable in China, the cabinet of Emperor Meiji brought about drastic changes in Japan that laid the foundations of the advanced nation we know today. The advanced military technologies adopted by Japan were a significant factor in its victory in the First Sino-Japanese War. Was modernization the only smart step toward the building of a strong country? What did the Tongzhi Restoration lack in comparison to the Meiji Restoration? Disha Mule explains.

If you missed them, you can read Disha’s article on the First Sino-Japanese War here, and how the war may have led to the collapse of the Qing dynasty here, and Korea in the 19th century here.

An. image of Emperor Meiji in 1873. Photograph by Uchida Kuichi.

The Tokugawa Shogunate

As far back as the twelfth century, Japan was ruled by shoguns or military generals. The emperor did not exercise much power. The shogun did not need the emperor’s permission to run the administration. The country was divided into numerous domains, each ruled by a daimyo. The stability of this system was disturbed during the fifteenth century when Japan found itself in a constant state of war, that continued for about a hundred years. It was in 1603, with the establishment of the Tokugawa shogunate, that the chaos ended. After its victory at Sekigahara, one of the major problems for the new shogunate was impressing its superiority upon the entire country.

The founder of the shogunate, Tokugawa Ieyasu, had a clever way of keeping the daimyos in check. This system was called sankin kotai. The daimyo had to be present in the shogun’s castle in Edo (now Tokyo) from time to time. In his absence, he had to leave his family there. The main purpose behind keeping these hostages was to ensure there was no possibility of any rebellion against the shogun. This system was made more strict during the time of the third shogun, Tokugawa Iemitsu(1).

However, the shogun’s rule was not entirely unquestioned. The daimyos at Choshu and Satsuma were among the strongest of his opponents. He ensured that these tozama (outsiders) daimyos remained far away from the capital of Edo(2).

And so, the Tokugawa rule continued for over two centuries. This period is also called the Edo period and saw many developments in the economic and educational fields.

The Western World Comes Knocking

As many European powers had started establishing colonies worldwide, the constant threat of invasion from the West loomed over kingdoms in Asia. It was inevitable that the kingdoms in the east, that had remained secluded for centuries, had to open up. The isolation policy of Japan (sakoku) prevented the entry of foreigners and prohibited Japanese people from leaving the country. The only Western country that had contact with Japan during this period of seclusion was Holland. This changed with the signing of the Treaty of Kanagawa.

Japan was coerced into signing the Treaty of Kanagawa when Commodore Matthew Perry of the US Navy brought his fleets to Japanese shores. China’s defeat in the First Opium War was an important turning point in Japan’s perception of the West. The Japanese were convinced that the ‘barbarians’ would stop at nothing until they had everything going their way(3). The unequal treaties were calculated plans made by the Western powers to exploit the resources of the other country involved. The Treaty of Nanjing opened up five Chinese ports; the Treaty of Kanagawa was meant to serve a similar purpose. By agreeing to the treaty, the Japanese cleverly appeased the Westerners and at the same time, got a chance to explore Western advancements.

Unlike the Chinese, the Japanese were already educated about the happenings around the world(4). The Dutch traded with Japan through the port of Nagasaki. They were demanded to submit reports to the shogun, detailing everything that they learned about the world from the ships arriving at Nagasaki(5). The Tokugawa regime had also set up a similar outpost at Pusan, in order to maintain diplomatic relations with Korea(6).

It is also noteworthy that during the 1860s, the Qing dynasty in China was trying to bring back its popularity through the Tongzhi Restoration. The chief driving force behind the movement was the emperor’s mother, Empress Dowager Cixi. But it was not an easy task.

China was home to a diverse population. It consisted of the Hans, the Mongols, the Manchus, etc. These communities often had many clashes, making governing them difficult. The improper execution of Confucianism was labeled as the root cause of all the difficulties of the state(7).

The Self-Strengthening Movement in China helped in uplifting the situation to some extent. In 1868, the Burlingame Mission was sent to countries like the US, Britain, France, etc. In the same year, China and the US signed the Burlingame-Seward Treaty which reduced the hostility between the states and made traveling less complicated. Despite its intentions of reforming China, the Burlingame Mission could not make much of an impact due to the reluctance of certain pro-Confucian officials(8).

On the contrary, Japan was a more homogenous society. The sense of solidarity was strong amongst the Japanese youth who spoke the same language and belonged to the same culture. This unity proved to be advantageous for the shogunate as these scholars would later become the leaders of their domains and help in smooth administration(9). Japan had also started sending missions to other countries, even before the famous Iwakura Mission during the Meiji period. Traveling became much easier for Japanese citizens, thanks to the Tariff Convention of 1866 which removed the ban on overseas travel(10). A Chinese writer called Wei Yuan had written a book containing details about Western countries. Ironically, it was more popular among the Japanese than the Chinese(11).

Emperor Meiji

The Choshu and Satsuma domains were not particularly on friendly terms, but they shared a strong dislike for the shogunate. The age-old saying ‘The enemy of an enemy is a friend’ seems apt to describe the formation of the Satcho alliance in 1866.

The shogunate went to war with Choshu in 1866, where it had to accept defeat. The next months were marked with numerous rebellions - as many as 106 peasant protests(12). The daimyo at Tosa, another anti-Tokugawa domain, proposed to make the administration bicameral. The shogun seemed to come to terms with the idea, provided the Tokugawas would be the rightful owners of their land(13). However, the Choshu and Satsuma domains were not pleased with the fact that the shogun’s family would still, within the new system, manage to hold a considerable amount of power with the lands they possessed. They marched to Kyoto and convinced the crown prince Mutsuhito, who had just ascended the throne, to take the power in his hands. This was the start of a massive civil war between the armies of the Tokugawa shogunate and the imperial loyalists, otherwise known as the Boshin War.

The last shogun, Tokugawa Yoshinobu, resigned on November 9, 1867. This formally marked the end of the shogunate. The power was handed over to the emperor. Mutsuhito was now known as Emperor Meiji.

In 1868, in the coronation ceremony of the new emperor, it was proclaimed that decisions would be taken after consulting the public and ‘knowledge would be sought from all around the world’(14). Many Western military traditions like firing a twenty-one-gun salute soon became an eminent part of Japanese military traditions. The emperor himself wore Western clothing but did not entirely give up his Japanese roots(15). It was the Emperor's cabinet that was responsible for the rapid changes in the society (the emperor was just a boy of 15 when he was crowned). But the emperor was sincerely curious about the developments in the nation. He valued education - both traditional and Western(16). He also encouraged the production of Japanese goods. Sakuma Shozan’s ideology of blending Eastern ethics with Western science is said to have influenced Meiji greatly(17). While major changes kept happening, a mission was sent abroad in 1871 to learn about the West with a closer lens. The Iwakura Mission was a milestone in the process of establishing a distinct identity of the imperial state and nullifying the effects of the unequal treaties.

It is quite interesting that both China and Japan faced similar kinds of crises. Japan systematically tackled them by making the necessary changes that the circumstances called for. The rise of imperialism in Japan overlapped with the decline of the Qing dynasty in China. The Qings, undoubtedly, made a blunder by ignoring the telltale signs of their incompetence, resulting in a rather humiliating defeat in the war with Japan in 1894.

What do you think of the Meiji Restoration? Let us know below.

Now read Disha’s article on the Hitler Youth here.

Bibliography

Gordon, Andrew. A Modern History of Japan: From Tokugawa Times to the Present. Oxford University Press, 2003.

Jansen, Marius B. The Making of Modern Japan. Cambridge, MA: The Belknap Press of Harvard University Press, 2000.

Keene, Donald. Emperor of Japan: Meiji and his World, 1852-1912. Columbia University Press, 2002.

Vogel, Ezra F. China and Japan: Facing History. Cambridge, MA: The Belknap Press of Harvard University Press, 2019.

Wilson, Noell H. “Western Whalers in 1860s’ Hakodate: How the Nantucket of the North Pacific Connected Restoration Era Japan to Global Flows.” Chapter. In The Meiji Restoration: Japan as a Global Nation, edited by Robert Hellyer and Harald Fuess, 40–61. Cambridge: Cambridge University Press, 2020.

References

1 Marius B. Jansen, The Making of Modern Japan, ‘The Tokugawa State’, 56-57.

2 Ezra F. Vogel, China and Japan: Facing History, ‘Trade without Transformative Learning, 838–1862’, 52.

3 Andrew Gordon, A Modern History of Japan: From Tokugawa Times to the Present, ‘The Overthrow of the Tokugawa’,48-49.

4 Vogel, China and Japan, ‘Responding to Western Challenges and Reopening Relations, 1839–1882’, 67-68.

5 Ibid.

6 Gordon, A Modern History of Japan, ‘The Tokugawa Polity’,18.

7 Vogel, China and Japan, ‘Responding to Western Challenges and Reopening Relations, 1839-1882’, 69.

8 Ibid, 71.

9 Ibid, 66.

10 Noell H. Wilson, The Meiji Restoration: Japan as a Global Nation, ‘Western Whalers in 1860s’ Hakodate: How the Nantucket of the North Pacific Connected Restoration Era Japan to Global Flows.” 48-49.

11 Vogel, China and Japan, ‘Responding to Western Challenges and Reopening Relations, 1839–1882’, 67-68.

12 Gordon, A Modern History of Japan, ‘The Overthrow of the Tokugawa’, 57-58.

13 Ibid.

14 Vogel, China and Japan: Facing History, ‘Responding to Western Challenges and Reopening Relations, 1839–1882’, 73.

15 Keene, Emperor of Japan, 'Chapter 23', 214-215.

16 Ibid.

17 Ibid, ‘Chapter 21’, 193.

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The Industrial Revolution, which saw many countries move from predominantly farming economies to industrial ones, began in England in approximately 1840. However, Spain did not experience that movement until at least roughly 1880. Janel Miller explains some of the reasons why.

The group who built a tramline from Barcelona to Mataro in mid-19th century Spain.

Multiple Reasons for the Delay

As late as 1855, only about 20 percent of Spain’s land was considered cultivated. The rest had been “blasted by a ruinous system of exploitation.” Around the same time, criminals and beggars were rampant, formal education was not widespread and free speech was not common.

For those reasons and likely others, very few roads had been built by 1955. Compounding Spain’s ability to transport what goods it did produce and thus grow its economy was that its geography is more mountainous than all but one other European country (Switzerland). Spain also had “virtually no” rivers or canals that ships could sail on smoothly.

In the limited instances where roads did exist, it appeared that few bridges spanned waterways well into the 1860s, hindering some transportation efforts. In addition, in the 1850s and 1860s, a majority of Spain’s workforce was employed in an agricultural-based business. Spain’s coal, which was being used in large amounts by the United Kingdom (and likely at least several other countries) to support the industrial plants being built on their landscapes, was also apparently inferior to that of some of its neighbors.

As one author put it when describing Spain during some of the years discussed here, “the rest of the world had long since awakened to a life of freedom and joined in the race of modern development; Spain was still asleep, drugged with the fumes of prescribed ignorance and dictated intolerance.”

Spain’s Gross Domestic Product

Spain’s Gross Domestic Product (GDP) grew only about 1.1 percent annually from 1850 until 1935. This increase was better than countries such as Italy and Britain, whose yearly GDP grew 0.7 percent and 0.8 percent, respectively, during that 85-year span.

However, Spain’s GDP was lower than that of France and Germany, each of whose annual GDP increased 1.6 percent each year from 1850 to 1935.

Efforts to Modernize Hit Roadblock

Various regimes in the 1850s and 1860s enacted several laws to try and modernize its economy. Some of these laws are discussed below.

One such law was known as the Disentailment Law in the English language. This law allowed the taking of land and the awarding of lands that once belonged to the church, state and local governments to the highest bidder.

Another such law, whose name in English translated to the General Railway Act, removed many of the “administrative” difficulties in building railways that had previously been in place.

A third law was known as the Credit Company Act in the English language. This law allowed the creation of investment banks that were similar in scope to other countries that had already begun the economic modernization process.

However well-intended these laws may have been, Spain experienced a financial crisis from 1864 to 1866 that at least partially hindered that country’s growth.

In Context

Spain’s economy during the 1850s and 1860s, when looked at how it compared to some of its European neighbors, may remind some of how Haiti’s economy compares with the relatively nearby United States. (Haiti was chosen randomly for the purposes of the comparisons that follow.)

In the United States, the GDP of the United States is more than $20 trillion, placing it first among all countries, while Haiti’s GDP is approximately $21 billion, and the poorest (or almost the poorest) country in the Americas per head of population. In addition, while roughly 10.5 percent of U.S. workers are in the agricultural, food and related businesses, about 66 percent of Haitian workers are employed in farming.

Determining the appropriate GDP to maintain a decent standard of living and the suitable number of agricultural workers a country should employ is beyond the scope of this blog.

That said, since the 1860s, Spain has gained economic ground against its neighbors, providing hope that in the future, the difference between the lower, middle and upper classes in all countries will become less apparent.

What do you think of Spain’s position in the mid 19th century?

Now read Janel’s article on the role of Brazil in World War 2 here.

References

Brittanica.com Editors. Brittanica.com. “Industrial Revolution.” https://www.britannica.com/event/Industrial-Revolution. Accessed April 2, 2023.

Tapia FJB and Martinez-Galarraga J. “Inequality and Growth in a Developing Economy: Evidence from Regional Data (Spain 1860-1930).” Social Science History. Volume 44, Number 1. https://www.cambridge.org/core/journals/social-science-history/article/inequality-and-growth-in-a-developing-economy-evidence-from-regional-data-spain-18601930/802599439621953BD012A8797A684DC7. Accessed March 31, 2023.

Delmar A. “The Resources, Production and Social Condition of Spain.” American Philosophical Society. Volume 14, Number 94, Pages 301-343. https://www.jstor.org/stable/981861. Accessed March 21, 2023.

Simpson J. “Economic Development of Spain, 1850-1936.” The Economic History Review. Volume 50, Issue 2, Pages 348-359. https://doi.org/10.1111/1468-0289.00058. Accessed March 21, 2023.

Delmar A. “The Resources, Production and Social Condition of Spain.” American Philosophical Society. Volume 14, Number 94, Pages 301-343. https://www.jstor.org/stable/981861. Accessed March 21, 2023.

Clark G and Jacks D. “Coal and the Industrial Revolution.” European Review of Economic History. Volume 11, Number 1, Pages 39-72. https://www.jstor.org/stable/41378456. Accessed April 18, 2023.

Delmar A. “The Resources, Production and Social Condition of Spain.” American Philosophical Society. Volume 14, Number 94, Pages 301-343. https://www.jstor.org/stable/981861. Accessed March 21, 2023.

Moro A, et al. “A Twin Crisis with Multiple Banks of Issue: Spain in the 1860s.” European Central Bank. No. 1561. Published July 2013. Accessed March 31, 2023.

WorldPopulationReview.com Editors. WorldPopulationReview.com. “GDP Ranked by County 2023.” https://worldpopulationreview.com/countries/by-gdp. Accessed April 17, 2023.

USDA.gov Editors. USDA.gov. “Ag and Food Sectors and the Economy.” https://www.ers.usda.gov/data-products/ag-and-food-statistics-charting-the-essentials/ag-and-food-sectors-and-the-economy/. Accessed April 17, 2023.

NationsEncyclopedia.com Editors. NationsEncyclopedia.com. “Haiti-Agriculture.” https://www.nationsencyclopedia.com/Americas/Haiti-AGRICULTURE.html. Accessed April 17, 2023.

Simpson J. “Economic Development of Spain, 1850-1936.” The Economic History Review. Volume 50, Issue 2, Pages 348-359. https://doi.org/10.1111/1468-0289.00058. Accessed March 21, 2023.

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World War Two was full of very terrible atrocities, foremost among them being the murder of six million Jews during the Holocaust. In this article, Felix Debieux looks at how the sheer number of people murdered during the Holocaust was possible, with a particular focus on the role of the company IBM.

Edwin Black, author of the book *IBM and the Holocaust*. Source: Juda Engelmayer, available here.

The Convention on the Prevention and Punishment of the Crime of Genocide, better known as the Genocide Convention, represents a landmark in the field of international law. It was the first human rights treaty adopted by the UN General Assembly, and the first legal apparatus used to codify genocide as a crime. Since 1948, it has signified the international community’s commitment to ‘never again’ after the atrocities committed during the Second World War.

Ensuring that genocide is never repeated means providing the crime with a tight, verifiable definition. The treaty has this covered. “Genocide means any of the following acts committed with intent to destroy, in whole or in part, a national, ethnical, racial or religious group”:

  • Killing members of a group.
  • Causing serious bodily or mental harm to members of a group.
  • Deliberately inflicting on a group conditions of life calculated to bring about its physical destruction in whole or in part.
  • Imposing measures intended to prevent births within a group.
  • Forcibly transferring children of a group to another group.

A legal framework for genocide, however, has not prevented the murder of countless innocents since the end of the Second World War. From Rwanda to Cambodia, history is littered with appalling episodes of human-inflicted suffering which meet the technical threshold for genocide. Each episode is unique in its origins and execution. Also unique are the experiences of those who have survived genocide, each group having fought for justice with varying degrees of success.

Anyone who has read even a little into the subject of genocide is very likely to have stumbled into the, at times, vociferous debate surrounding the uniqueness of one genocide in particular: the murder of six million Jews during the Holocaust. This article isn’t about to intervene in the debate; a morbid contest of ‘who-suffered-the-most' is neither enlightening nor sensitive to the victims of genocide. It will, however, agree with those who attest to the uniqueness of the Holocaust on one thing: that the sheer number of people murdered would not have been possible were it not for the unprecedented application by the Nazis of advanced industrial, scientific and technological capabilities.

Where did the Nazis obtain these capabilities, the logistical capacity to manage the identification, transportation, ghettoization and extermination of so many? A full answer to this question means looking beyond the Nazi government itself, and considering the partnerships the regime forged with private companies. Indeed, companies implicated in the Holocaust range from Audi and BMW - who maximised the opportunities afforded by slave labour - to Deutsche Bank, who provided loans for the construction of Auschwitz. One company which perhaps contributed more than any other was the US multinational company IBM (International Business Machines Corporation), whose tabulation technology was used to track individuals, monitor their movements, and ultimately facilitate their transportation across a network of prison, labour and extermination camps. IBM technology, quite literally, ensured that the trains to Auschwitz ran on time. How did the company become involved in the Holocaust, how much deniability can it claim, and what does this tell us about corporate complicity in human rights abuses?

IBM’s origins

To understand IBM’s part in the Holocaust, we first need to take a look at the company’s roots in early data processing and the US census. This is not as dull is it might sound. Back in the 1880s, the US Census Bureau employed a young German-American statistician named Herman Hollerith. Hollerith would go on to make a name for himself as a seminal figure in the development of data processing, eventually founding a company that in 1911 was amalgamated to form the Computing-Tabulating-Recording Company (CTR) - renamed in 1924 as IBM. The young statistician’s role in this story is critical.

While working for the US Census Bureau, Hollerith conceived the idea that would make his company rich: readable cards with standardised perforations, each representing individual traits such as nationality, sex, and occupation. When produced in their millions, these punch cards could be counted in the national census and tabulated based on the specific information they contained about each citizen. This innovation promised the US government a quantified snapshot of its population, filterable using demographic characteristics such as sex or occupation. One of CTR’s first customers was the US Census Bureau, which contracted the company to tabulate the 1890 census.

Fast forward to the 1930s, and IBM had established itself as a major player in the global computing industry with a number of offices across Europe. Chief among them was Dehomag, IBM’s German subsidiary, headed by Chief Executive and enthusiastic Hitler supporter Willy Heidinger. The ability to quantify and analyse entire populations like never before would, naturally, greatly interest a regime hellbent on purifying its citizenry of undesirables. But how did the latest tools and techniques in data processing fall into Nazi hands? For a second time, we find that a national census provided the opportunity for IBM to showcase its technology.

A lucrative partnership

Hitler’s rise to power in 1933 was met with a spectrum of reactions. Where some saw a threat to peace, others quickly grasped at the business opportunities presented by regime change. Among those who sought to capitalise was IBM president Thomas J. Watson, who from the very first days of the Nazi government manoeuvred to form a partnership. Despite widespread international calls to boycott the new regime, Watson inserted himself extremely closely into the management of IBM’s German operation. Indeed, between 1933 and 1939, Watson travelled to Berlin at least twice annually to personally supervise Dehomag’s work. In this period, the Nazi government would become one of IBM’s most important overseas clients.

On April 12, 1933, Dehomag was presented with a huge opportunity to cement the partnership. This was the date on which the Nazis announced plans to conduct a long-delayed national census, a project which would enable identification of Jews, Roma and other minority groups deemed subhuman by the new order. First in line to offer their services was Dehomag, backed at every step by IBM’s US headquarters. Indeed, Watson personally travelled to Germany in October that year, and drastically expanded investment in Dehomag from 400,000 Reichsmarks to a staggering 7,000,000. This injection of capital gave Dehomag the means to purchase land in Berlin, and to start construction of IBM’s first German factory. The scaling up of operations in Germany would prepare IBM to take on a bigger role in Nazi atrocities. Indeed, it was tabulated census data that enabled the Nazis to expand their estimate of 400,000 to 600,000 Jews living in Germany to 2,000,000.

Some part of Watson must have known that his company's partnership with the Third Reich was immoral, if not embarrassing. Tellingly, he took great pains to ensure deniability through his continued insistence on direct verbal instructions to his German staff. Nothing was written down, even in the case of high-value contracts. And yet there was no denying the tight leash with which Watson directed business. For instance, correspondence written in German was translated by the IBM New York office for Watson’s personal comment. In one anecdote, German staff recalled having to wait for Watson’s express permission before they were allowed to paint a corridor. Watson’s tenure as CEO would see IBM’s partnership with the Nazis grow more intimate still.

Business gets intimate

Writing at a time in which multinational corporations are heavily scrutinised in the public eye for any role – no matter how small – in human rights abuses, we might be forgiven for assuming that IBM maintained at least some semblance of distance from the atrocities taking place across Nazi-occupied Europe. The reality, however, is much more disturbing. As the regime’s sole supplier of punch cards and spare parts, IBM trainees (or sometimes authorised dealers) were required to be physically present when servicing their tabulation machines – even those located at infamous sites like Dachau. More chilling still, each IBM machine was tailor-made to not only tabulate inputted information, but also to produce data which the Nazis were interested in analysing. There were no universal punch cards, and so IBM’s role in servicing the machines ensured that they continued to operate at maximum efficiency.

To give a sense of how it worked, it might be helpful to describe an application of IBM tabulation technology in action. One set of punch cards, for example, recorded religion, nationality and mother tongue. By creating additional columns and rows for ‘Jew’, ‘Polish language’, ‘Polish nationality’, ‘Berlin’, and ‘fur trade’, the Nazis were able to cross-tabulate at a rate of 25,000 cards per hour to identify precisely how many Berlin furriers were Jews of Polish origin. Train cars, which previously would have taken two weeks to mobilise, could be quickly dispatched in just two days by means of an immense network of IBM punch card machines. This same technology was also put to use in concentration camps. Each camp maintained its own Hollerith-Abteilung (Hollerith Department), assigned with keeping tabs on inmates through the use of IBM's punch cards. The machines were so sophisticated that they were even capable of matching the skills of prisoners with projects that needed slave labour. Chillingly, IBM’s code for a Jewish inmate was “6” and the code it used for gas chamber was “8”.

While Nazi Germany extended its domination across Europe, there is no evidence to suggest that IBM paused at any point to reflect on its role in facilitating industrial-scale murder. On the contrary, each nation that fell to the Nazi war machine was subjected to a census, which relied on the machinery and punch cards supplied by IBM. At the same time as Europe’s Jews were murdered in their millions, IBM decision-makers in New York were gleefully carving up sales territories. Edwin Black, who's 2001 book first bought to light the company’s instrumental role in the Holocaust, warns us not to think of IBM’s partnership with the Nazis as some rogue corporate element operating out of a basement. Far from it. This was a carefully micro-managed alliance spanning twelve years, which generated profit up until the last gasp of Hitler’s monstrous regime.

Legacy: IBM’s reaction and the role of big tech in genocide today

Revisiting his book twenty years later, Edwin Black makes the point that – with or without IBM – there would always have been a Holocaust. ‘Einsatzgruppen murder squads and their militia cohorts would still have heinously murdered East European Jews bullet by bullet in pits, ravines, and isolated clearings in the woods’. The question, however, is would the Nazis have been able to annihilate as many victims as they did without the data processing power offered by IBM technology? For Edwin, the answer to that question is never in doubt. IBM is responsible for facilitating the ‘industrial, high-speed, six-million-person Holocaust, metering ghetto residents out to trains, then carefully scheduling those trains to concentration camps for murder and cremation within hours, thus clearing the way for the next shipment of victims—day and night’. Put it another way: without IBM, the death toll of the Holocaust would be measured in the hundreds of thousands, not in the millions.

To date, IBM has never directly denied any of the evidence of its role in the Holocaust. The company has previously insisted that most of its records from Europe were lost or destroyed during the war, and that it has no other information it can share about its operations during that time. It would seem IBM sees little benefit in attempting to refute or downplay its part in the Holocaust. Indeed, in the twenty years since Black published his book, he reminds us that ‘IBM has never requested a correction or denied any facts’. Since 2001, each edition of the book has provided further evidence of the company’s guilt.

Are there any lessons that we can draw from IBM’s role in the Holocaust? Importantly, the company’s facilitation of mass murder is a stark reminder of the power of data in the wrong hands. Indeed, we do not have to look too hard to find examples of authoritarian regimes using data to perpetuate genocide even today. From China's use of facial recognition technology to monitor and persecute its Uighur population, to Myanmar's use of social media to incite violence against Rohingya Muslims, we are bearing witness to new and alarming ways in which data is weaponised to inflict human rights abuses. While we do of course need to be vigilant about the ways in which governments – our own or further afield – might use data, we also need to remain extremely wary of non-governmental actors. Indeed, if IBM’s story shows us anything, it is that large multinational corporations are adept at evading accountability and continuing to function with impunity. Despite the millions that such organisations spend on PR management and glossy marketing campaigns, it is critical that we remain suspicious of what big tech can do to surveil, censor and unduly influence our lives.

What do you think of the role IBM in the Holocaust? Let us know below.

Now read Felix’s article on Henry Ford’s calamitous utopia in Brazil: Fordlandia Here.

References

Edwin Black, IBM and the Holocaust: The Strategic Alliance between Nazi Germany and America's Most Powerful Corporation (2001)

IBM and the Holocaust -- 20 Years of Corporate Denial | Edwin Black | The Blogs (timesofisrael.com)

Lessons from IBM in Nazi Germany (hbr.org)

IBM and the Holocaust - Wikipedia

United Nations Office on Genocide Prevention and the Responsibility to Protect

Doc.1_Convention on the Prevention and Punishment of the Crime of Genocide.pdf

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When we think of the Wild West, we usually picture cowboys, rangers, and formidable gangsters who followed their own laws. However, women also left their mark on this piece of American history.

In the 1800s, the way of life in the American West demanded tough character from both men and women. In order to survive and thrive, they had to be cunning, quick-witted, and often merciless. Not to mention skilled at shooting firearms. Men weren’t the only colorful figures of the Wild West. Women proved easily their equal.

It was during this transition period of the Old West that several women established names for themselves, names easily as famous as their male counterparts. There has been little written about some of these unhearled women but each one had a major impact in the journey West and formation of our nation.

Richard Bluttal explains.

A picture of Calamity Jane, around the year 1880.

Calamity Jane (1856-1903)

Martha “Calamity” Jane Cannary was a frontierswoman who earned her nickname after rescuing a military Captain involved in a Native American ambush. How did Martha Jane Canary go from an orphaned prostitute to one of the most famous women in the Wild West? In Wyoming, she began to develop the identity that would make her famous as Calamity Jane.

With questionable character, boldness, and the ability to captivate, Calamity Jane was a woman-of-all trades. Following the military from fort to fort on the frontier, Jane was no stranger to the Wild West.

Far from a blushing rose, Jane’s life story is peppered with wild tales that still inspire filmmakers and writers to this day. She was even known to claim children in her company as her own, only to never be seen with them again.

Calamity Jane, one of the rowdiest and adventurous women in the Old west , was a frontierswoman and professional scout, who was known for her being a friend to Wild Bill Hickok and appearing in Buffalo Bill Cody’s Wild West Show.

In 1870, she joined General George Armstrong Custer as a scout at Fort Russell, Wyoming, donning the uniform of a soldier. This was the beginning of Calamity Jane’s habit of dressing like a man. Heading south, the campaign traveled to Arizona in their zest to put Native Americans on reservations. In her own words, Calamity would later say of this time, that she was the most reckless and daring rider and one of the best shots in the West.

Some legends say that she disguised herself as a man to accompany soldiers as a scout on expeditions, including the 1875 expedition of General George Crook against the Lakota. She developed a reputation for hanging out with the miners, railroad workers, and soldiers—enjoying heavy drinking with them. She was arrested, frequently, for drunkenness and disturbing the peace.

In 1877 and 1878, Edward L. Wheeler featured Calamity Jane in his popular Western dime novels, adding to her reputation. She became something of a local legend at this time because of her many eccentricities. Calamity Jane gained admiration when she nursed victims of a smallpox epidemic in 1878, also dressed as a man.

How did Jane get the moniker "Calamity Jane"? Many answers have been offered by historians and storytellers. "Calamity," some say, is what Jane would threaten to any man who bothered her. She also claimed the name was given to her because she was good to have around in a calamity, such as the smallpox epidemic of 1878. Maybe the name was a description of a very hard and tough life. Like much in her life, it's simply not certain.

Charley Parkhurst (1812-1879)

Charley Parkhurst was a legendary driver of six-horse stagecoaches during California’s Gold Rush — the “best whip in California,” by one account.

Times were rough for ladies in the Wild West, so this crackerjack stagecoach driver decided to live most of her life as a man. Born in 1812, Parkhurst lived well into her sixties, in spite of being a hard-drinking, tobacco-chewing, fearless, one-eyed brute. She drove stages for Wells Fargo and the California Stage Company, not an easy or particularly safe career. The job was treacherous and not for the faint of heart — pulling cargos of gold over tight mountain passes and open desert, at constant peril from rattlesnakes and desperadoes — but Parkhurst had the makeup for it: “short and stocky,” a whiskey drinker, cigar smoker and tobacco chewer who wore a black eyepatch after being kicked in the left eye by a horse. In California, she quickly became known for her ability to move passengers and gold safely over important routes between gold-mining outposts and major towns like San Francisco or Sacramento. “Only a rare breed of men (and women),” wrote the historian Ed Sams in his 2014 book “The Real Mountain Charley,” “could be depended upon to ignore the gold fever of the 1850s and hold down a steady job of grueling travel over narrow one-way dirt roads that swerved around mountain curves, plummeting into deep canyons and often forded swollen, icy streams.”

The legend really took off after her death, when the coroner learned that Charley was a female, who had been named Charlene and had once given birth. She had pulled off one of the most remarkable hoaxes on record. It was an amazing story and much talked about in California, where her exploits driving four-in-hand or six-in-hand teams was common knowledge and where so many in the livery business had personal recollections of her daring coolness in times of danger.

Using her secret identity, Parkhurst was a registered voter and may have been the first American woman to cast a ballot. She lived out the rest of her life raising cattle and chickens until her death in 1879. It was then that her true identity was revealed, much to the surprise of her friends.

Narcissa Whitman (1808-1847)

Narcissa Whitman was one of the first white women to cross the North American continent overland on her way to become a missionary to the Cayuse Nation in present-day Washington. She, and her husband Marcus, helped facilitate the colonization of the Oregon Country via the Oregon Trail before ultimately being killed during an attack on the mission site in 1847.Pioneer and Missionary in Oregon Country Narcissa Whitman (1808-1847) traveled some 3,000 miles from her home in upstate New York to Oregon Country. She was the first white woman to cross the Rocky Mountains in 1836 on her way to found the Whitman Mission among the Cayuse Indians near modern day Walla Walla, Washington. She became one of the best known figures of the 19th century through her diaries and the many letters she wrote to family and friends in the east.

Narcissa Prentiss married Marcus Whitman on February 18, 1836. She was 27; he, 33. Among the guests was one of two Nez Perce boys that Marcus had brought back with him, in hopes they would learn enough English to serve as translators once the new mission was established. He was the first Native American Narcissa had ever seen.

The Whitmans left for Oregon Country in March 1836 to begin their missionary activities among the Native Americans there. The 3,000-mile journey – made by sleigh, canal barge, wagon, river sternwheeler, on horseback and on foot – took about seven months. As the missionaries traveled in relative comfort on Missouri River steamboats, Narcissa reveled in the luxury of “servants, who stand at our elbows ready to supply every want” (March 28, 1836).

“Can scarcely resist the temptation to stand out to view the shores of the majestic river,” she wrote in her diary as the boat approached St. Louis. “Varied scenes present themselves as we pass up – beautiful landscapes – on the one side high and rugged bluffs, and on the other low plains” (March 28, 1836). She was in good spirits. “I think I shall endure the journey well – perhaps better than any of the rest of us” (April 7, 1836).

Ahead lay some 1,900 miles of prairie, mountain and desert. To cross in safety, the small missionary party joined the American Fur Company’s caravan of 70 or so traders on their way to the annual rendezvous in Green River, Wyoming. The missionaries were late setting out and ended up having to make several forced marches before they caught up with the caravan on May 26, 1836.

The next day, they encountered their first Indian villages. Narcissa and Eliza were the first white women the Indians had ever seen. “We ladies were such a curiosity to them,” Narcissa wrote. “They would come in and stand around our tent, peep in, and grin in their astonishment to see such looking objects” (June 27, 1836).

The caravan’s route followed river valleys westward toward the Rocky Mountains. This part of the journey was long and tedious, covering only fifteen miles or so in a good day. The diet by that point consisted mostly of buffalo meat (supplied by the caravan’s hunters), supplemented with milk from the missionaries’ cows. Narcissa seemed to relish the experience. “I never was so contented and happy before, neither have I enjoyed such health for years,” she wrote (June 4, 1836).

Narcissa died on November 29, 1847, along her husband and eleven other adult men. She was killed in an attack on the mission by a small group of Weyíiletpuu men who were motivated by the raging measles epidemic in their community and Dr. Whitman’s inability to cure their dying people.

Mary Fields (1835-1914)

Better known as “Stagecoach Mary,” was a force to be reckoned with: a pioneer who made a name for herself as the first African American woman to receive employment as a U.S. postal service star-route mail carrier.

Fields was born into slavery and was freed at the end of the Civil War. She eventually made her way out west to Montana where she worked for St. Peter’s Mission. She received her mail service contract in 1895 and held her contract for 8 years. Fields had the star route contract for the delivery of U.S. mail from Cascade, Montana, to Saint Peter's Mission.

By 1895, at sixty years old, Fields secured a job as a Star Route Carrier which used a stagecoach to deliver mail in the unforgiving weather and rocky terrain of Montana, with the help of nearby Ursuline nuns, who relied on Mary for help at their mission. This made her the first African-American woman to work for the U.S. Postal Service. True to her fearless demeanor, she carried multiple firearms, most notably a .38 Smith & Wesson under her apron to protect herself and the mail from wolves, thieves and bandits, driving the route with horses and a mule named Moses. She never missed a day, and her reliability earned her the nickname "Stagecoach Mary" due to her preferred mode of transportation. If the snow was too deep for her horses, Fields delivered the mail on snowshoes, carrying the sacks on her shoulders.

Mary’s legend grew her death. She was made a hero, a symbol of female black empowerment. Yet how did Montanans truly understand about her during her time in Cascade? Were people capable of understanding the autonomy, persona, and character of a freed, literate African American woman who did not conform to the ideals put on her by society?

Mary drank and wore men’s clothing at times, she smoked and carried guns. Yet in death she has become this powerhouse woman. Mary had the ability to become the first African American woman Star Route Carrier during a time when the West was a predominantly white society, which says something to Mary’s relentless character and larger than life personality

Sacagawea: Translator and Guide (1788-1818/1819)

One of the best-known women of the American West, the native-born Sacagawea gained renown for her crucial role in helping the Lewis & Clark expedition successfully reach the Pacific coast.

President Thomas Jefferson dispatched Meriwether Lewis and William Clark to chart the new land and scout a Northwest Passage to the Pacific coast. After more than a year of planning and initial travel, the expedition reached the Hidatsa-Mandan settlement. Here they met Sacagawea and Charbonneau, whose combined language skills proved invaluable–especially Sacagawea’s ability to speak to the Shoshone.

Sacagawea, along with her newborn baby, was the only woman to accompany the 31 permanent members of the Lewis & Clark expedition to the Western edge of the nation and back. Her knowledge of the Shoshone and Hidatsa languages was a great help during their journey. She communicated with other tribes and interpreted for Lewis and Clark. She was also skilled at finding edible plants, which proved to be crucial to supplementing their rations along the journey. Further, Sacagawea was valuable to the expedition because her presence signified peace and trustworthiness

Once they reached Idaho, Sacagawea’s knowledge of the landscape and the Shoshone language proved valuable. The expedition was eager to find the Shoshone and trade with them for horses. The success of the journey hinged on finding the tribe: without horses the explorers would be unable to get their supplies over the mountains. Recognizing landmarks in her old neighborhood, Sacagawea reassured the explorers that the Shoshone - and their horses - would soon be found. When the Expedition did meet the Shoshone, Sacagawea helped the Corps communicate, translating along with her husband.

Historians have debated the events of Sacagawea’s life after the journey’s end. Although opinions differ, it is believed that she died at Fort Manuel Lisa near present-day Kenel, South Dakota. At the time of her death she was not yet 30.

Short stories about other women

Mary Walton

Mary Walton was an early environmental pioneer. In 1879, she developed a way to deflect factory smokestack emissions using water tanks. This technology was later adapted for steam engines, which emitted large plumes of soot as they rode the rails.

Cathay Williams

She was the first African-American woman to enlist in the army, and did so by disguising herself as a man. Though she was hospitalized five times, no one ever discovered her secret. She called herself William Cathay and was deemed fit for duty.

Biddy Mason

She started life as a slave, but after winning her freedom in court in 1856, she moved to Los Angeles and became a nurse and midwife. Ten years later, she bought her own land for $250, making her one of the first Black women to own land in Los Angeles.

Goldy Griffith

Goldie Griffith, often known as the “Rose of the Klondike,” was a well-known character during the late-nineteenth-century Klondike Gold Rush. She was born in Montana in 1871 and became involved in the Alaska gold rush when she was in her twenties.

Goldie soon rose to prominence as a prospector with the ability to hold her own in a male-dominated sector. She was also recognized for her beauty and charm, and she was well-liked by the region’s miners and prospectors.

Goldie staked a claim in the Yukon in 1898, becoming one of the few women to own and run a mine during the gold rush. She was also well-known for her involvement in a number of businesses, including a saloon and a hotel.

What do you think about women in the Wild West? Let us know below.

Now read Richard’s piece on the history of slavery in New York here.

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In 1961 Yuri Gagarin went to space, but more importantly he didn’t visit the United States immediately after. John F. Kennedy personally barred him from entering, scared of his popularity—so the Telegraph, Wikipedia, and countless blogs say. It has all the makings of a classic Cold War conspiracy theory: John F. Kennedy, fear of the Soviet Union, and the Space Race. There’s just one problem: it isn’t true. Yet while the evidence refutes this Cold War truism, it explains why the story was easily accepted. This myth says much more about the nature of the United States during the Red Scare than it does about Yuri Gagarin.

Steve Ewin explains.

Yuri Gagarin in Warsaw, Poland in 1961.

There are two main versions of the Gagarin Myth. The first, as stated in Britain’s Telegraph, is that John F. Kennedy was so alarmed by Gagarin’s popularity that he barred him from the United States. The second, as an extension of the first, is that Kennedy’s method of barring was via Executive Order.

The second version is the easiest to disprove: no executive order or proclamation exists that barred Gagarin from the United States.(1) The only references to Gagarin by Kennedy as official actions of the United States are those of congratulatory messages for his achievement.

Expanding this to other offices of the executive branch also produces no evidence. The agency responsible for enforcing bans on specific individuals fell to the Immigration and Naturalization Service. Thousands of pages exist regarding Charlie Chaplin, barred from entering the United States in 1952.(2) Further, the United States Customs and Immigration Service (the INS’ successor agency) has thousands of pages of documents related to John Lennon’s attempted barring.(3) In response to a FOIA request for records related to Gagarin, none were found. The stories of Chaplin and Lennon, however, are inseparable from the Red Scare and Cold War politics.

The politics of it all

The Red Scare is what makes the first version of this myth seem plausible. In 1952 the United States Congress passed, and President Eisenhower signed, the Immigration and Nationality Act of 1952. This act effectively barred any Soviet citizen from entry to the United States. A win trumpeted by American Cold Warriors, it quickly became a disaster for the United States abroad. A National Security Council report dated March 25 1955 states that the general travel restriction:

placed [the US] in a paradoxical position, which is being exploited by Communist propaganda. Despite its traditional policy favoring freedom of travel and its record of having favored a liberal exchange of persons…the U.S. is being accused of maintaining an “Iron Curtain”; and these accusations are being made not only by representatives of international Communism but also by otherwise friendly persons in the free world.(4)

These restrictions were still in place during Gagarin’s goodwill tour post-space. Kennedy would not have needed a reason to personally bar Gagarin from the United States after his historic 1961 flight. He would not have been allowed in the United States by default.

There was a way around this. The Immigration Act of 1952 provided exemptions for official and diplomatic business. As the United States and the Soviet Union maintained diplomatic ties, an exemption was built into the act which allowed for members of “deportable” affiliations to be in the United States if on official business from their home governments. If Gagarin was invited to the United States as an official representative of the Soviet Union (or sent by the Soviet Union as one), the Immigration Act of 1952 would have allowed it. In the immediate aftermath of Gagarin’s flight such an invitation was recommended by the American Ambassador to the Soviet Union.(5)

Official discouragement

The timing of Gagarin’s flight was not opportune for an invitation. Five days after Gagarin’s triumphant flight the ill-fated Bay of Pigs invasion occurred. The American-backed attempted invasion of a major Soviet ally greatly damaged American prestige. Yet, by the time Gagarin was on a good-will tour, America had an answer. Alan Shepard became the first American in space on May 5, 1961. According to John Logsdon’s award winning book, John F. Kennedy and the Race to the Moon, worldwide reaction to Shepard’s flight was more favourable than Gagarin’s. According to a May 1961 report of the U.S. Information Agency, the United States was already winning the propaganda battle of space flights.(6)

A June 1961 State Department telegram is a not-quite-smoking gun. The formerly classified document states that “no invitation for Gagarin to visit [the] US” had been made. Further, it states that the United States government “has made efforts to discourage invitation.”(7) This is the closest document which exists to suggest that Gagarin was banned from the United States: a discouragement. With the United States riding the wave of international support brought by Shepard’s flight, there was nothing to fear about Gagarin. Within a year, however, this discouragement would be moot.

Kennedy himself lifted the general travel restrictions in 1962. This decision was made upon recommendation by Secretary of State Dean Rusk and in consultation with the Central Intelligence Agency.(8) In April 1962, White House Press Secretary Pierre Salinger wrote a memorandum stating that Gagarin was expected to be in Washington, DC that summer.(9) On July 6, 1962, the United States informed the Soviet Ambassador to the United States that the travel restrictions had been removed.(10) On October 16, 1963, Yuri Gagarin appeared before the United Nations General Assembly in New York City.

While Gagarin’s purported banishment from the United States makes for a good Cold War story, the evidence simply does not support it. Legislation, and governmental opinion, would have allowed Gagarin entry into the United States at any point, had it been politically expedient. However, due to the political climate of the Cold War and the rivalry between the United Stated and Soviet Union, the myth took root and flourished.

What do you think of Gagarin and JFK? Let us know below.

References

1 “Written Presidential Orders | The American Presidency Project,” n.d., https://www.presidency.ucsb.edu/documents/app-categories/presidential/written-presidential-orders

2 Electronic Reading Room - USCIS. “Charlie Chaplin,” December 25, 1977. Accessed April 11, 2023. https://www.uscis.gov/records/electronic-reading-room?ddt_mon=&ddt_yr=&query=Chaplin&items_per_page=10.

3 Electronic Reading Room - USCIS. “John Lennon,” December 8, 1980. Accessed April 11, 2023. https://www.uscis.gov/records/electronic-reading-room?ddt_mon=&ddt_yr=&query=john+lennon&items_per_page=10.

4 U.S. Department of State, Office of The Historian. “National Security Council Report NSC 5508/1,” March 26, 1955. Accessed April 11, 2023. https://history.state.gov/historicaldocuments/frus1955-57v24/d94.

5 17 April 1961, US Department of State Staff Summary, Papers of John F. Kennedy. Presidential Papers. President's Office Files. Departments and Agencies. State, 1961: April-May, pg 166/ https://www.jfklibrary.org/asset-viewer/archives/JFKPOF/088/JFKPOF-088-001?image_identifier=JFKPOF-088-001-p0001

6 J Logsdon. 2016. John F. Kennedy and the Race to the Moon. Palgrave Macmillan. 96-97.

7 State to Paris, Telegram 1839, June 26 1961, 033.6140/6-2461, 1960-63 CDF, RG59, USNA.

8 U.S. Department of State, Office of The Historian. “Memorandum From Secretary of State Rusk to President Kennedy,” April 25, 1962. Accessed April 11, 2023. https://history.state.gov/historicaldocuments/frus1955-57v24/d94.

9 Papers of John F. Kennedy. Presidential Papers. White House Central Subject Files. Outer Space (OS). OS: 4-1: Astronauts: General, 1962: 26 March-31 May, page 38. https://www.jfklibrary.org/asset-viewer/archives/JFKWHCSF/0655/JFKWHCSF-0655-007

10 American Foreign Policy, Current Documents. 1962. Department of State, 1966 .pp. 740-741.

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In 1935 Fascist Italy, under Benito Mussolini’s rule, invaded Abyssinia, one of the few independent countries in Africa at the time. The war split opinion in Europe, and caused particular issues for Britain and France as they hoped to ally with Italy against Nazi Germany’s plans. Should they strongly intervene against Italy, or offer a more limited response? Stephen Prout explains.

Italian troops advancing on Addis Ababa during the Second Italo-Ethiopian War (1935-37).

Introduction

In 1935 Italy invaded Abyssinia (modern day Ethiopia). Italy was then under the control of a fascist regime ruled by Benito Mussolini and part of his grandiose plans was to expand Italy’s modest empire. In the immediate years after the First World War’s end there was deep dissatisfaction with the terms of the Paris Peace conference, Vittorio Orlando and Sonnino his Foreign Ministers departed early betrayed by her Western allies. In the 1915 Treaty of London Italy’s former allies, Britain, France, and Russia, promised her territory in the Balkans and North Africa in return for her participation in the war on the Allied side - but these promises were broken and she left empty handed. Mussolini came to power in 1921. His aspiration was clear - it was to make Italy great, respected and feared. Part of that plan was the expansion of the Italian Empire.

Abyssinia was Italy’s first major territorial gain and in October 1935 forces of the Italian Army conquered the country isnless than a year. The new League of nations would be outraged and on the surface Britain and France would be disapproving. Although the conflict was on a different continent thousands miles away it had grave significance for European affairs. The outcome would place an isolated Italy in the Nazi Camp and once again divide Europe into two opposing camps.

Abyssinia and its relations with Europe

The imperial powers had always been present and hovering in the background since the late nineteenth century ready to meddle in Abyssinian affairs. Italy had long carried an irreconcilable sense of national humiliation from her defeat by Abyssinian forces in 1896 at Adwa. She had not had the opportunity to repair her international standing in the same way Britain did when the Zulu army overcame British forces at Isandlwana in the 1880s. This had always been a blight to Italy’s new national pride.

As far as other European powers were concerned, in 1906 Italy along with Britain and France formed a Tripartite Pact in which spheres of influence in Abyssinia were established amongst the three powers, and they were ready to enact and occupy in the event of the country’s collapse following a period of turmoil.

Abyssinia was one of two independent countries in Africa in the 1930s (the other was Liberia). That set them apart from the rest of the colonized continent (slight exceptions were South Africa and Egypt who had semi-autonomous roles as either veiled protectorates or Dominion status). Africa was still very much under European domination, mainly Britain and France. Italy was seeking expansion in North Africa, the Balkans and the Mediterranean. Abyssinia offered that sole opportunity as far as Africa was concerned. Trying to seize British or French territory was militarily out of the question for her.

When compared to European standards Abyssinia was very much behind economically, socially, and politically. Abyssinia entered the twentieth century with many of its medieval ways and customs intact. It operated a slave trade this far into the twentieth century and it did not end until after the Second World War. The education system excluded much of the population and the army was largely equipped with traditional weaponry. Conversely there was evidence of a nascent modernization as she had access to modest trade with the USA, Germany, Britain, and Italy at the turn of the century. For example in 1906 its exports to the USA amounted to 3 million dollars ($106 million in today’s money). Internally the education system was also progressing as a government edict made education compulsory for all males and it was no longer restricted to religious instruction.

For Italy there was the unresolved matter of her military defeat in 1896 and the promise to expand the Italian Empire to make good the broken promises of the 1915 Treaty of London. The pretext Italy used to justify the war was a retaliation to border violations after growing tensions supported with a spurious claim to abolish the slave trade that continued in Abyssinia. Mussolini had made it clear that he wanted to build a new Roman Empire and make Italy respected and feared. Abyssinia was his opportunity and he justified the action by believing that he was acting no differently to Britain and France in Africa. However, his mistake was not realizing that the time of empires and colonies had no place in the mid-twentieth century. Italy was fifty years too late for an African scramble.

The Dilemma for Europe

As far as the British public was concerned, on the surface this was a moral battle. An underdog nation was fighting for its existence against a more powerful aggressor. This hypocrisy seemed to largely ignore the fact that Britain still had a firm grip of its empire and was in some areas supressing with force independence movements. The resolve that was expressed however was clear and it was any action short of war, with no intention or plan for any alternative. In diplomatic circles in Europe the perspective was very different indeed. The events in Abyssinia from the Italian invasion were more of a side show but how could a developing country some eight thousand kilometres from Europe be a concern to the Western Powers of Europe and indeed Germany?

In truth the British and French were not concerned over Abyssinia. It was public opinion and the state of the League of Nations that forced the appearance of urgency from Britain and France. Underneath all this Italy was an ally despite its Fascist nature - and more importantly a member of the recently formed alliance that became known as the Stresa Front Alliance with France and Britain that had the aim of maintaining peace and stability in Europe and containing revisionist Germany. It was important that she was not irked or isolated by actions that Britain or France may be compelled to take on direction or pressure from the League of Nations.

Britain only had her own interests in mind and that was security in Western stability and her own colonies. The Permanent Under Secretary of State for the Colonies, John Maffey, quickly assured the Government that none of the nation’s British interests were at risk after the Italian invasion. At home not all British politicians shared the public outrage. Within the Conservative Party, Leo Amery expressed his support for the Italian actions. Churchill remained quiet on the matter. The widely held belief of Amery is that he was an anti-appeaser due his famous speech that he would make later in 1940 demanding the resignation of Prime Minister Neville Chamberlain. In fact, quite the reverse was true. Amery voiced support for the Japanese invasion of Manchuria as well as for Italy’s actions in Africa. Amery argued in the case of the former that Japan had a “strong case for her invasion of Manchuria” and that Britain and France should have ceded Abyssinian territory much earlier to Italy and eschew League intervention. More specifically, in 1936 he stated that the Italian intervention would give a “merciful deliverance to be released from Abyssinian control”.

Britain was also concerned with her appearance before the League of Nations and had to balance her own interests with her obligations as a leading member. The Abyssinian crisis showed how impotent the League could be in the face of aggression from a permanent member and also when combined with conflicting interests and agendas of the members. Some diplomats were quite willing to circumvent the League in such cases as Lord Curzon during Italy’s actions in Corfu. In the background there was the concern that the presence of an independent nation on the borders of Europe’s colonies could also spread nationalistic ideas. This was especially a worry for Britain who had lost Egypt, Ireland, and Iraq already, while India was showing noisy displays of dissent. Therefore the Italian invasion of Abyssinia would not inconvenience her nor the French too much. Ever since In the Tripartite Treaty of 1906, the three were all prepared to occupy this independent nation if their own interests were threatened or if the situation in the country did not favor them.

For Britain and France Italy was more valuable in keeping on side within the 1935 Stresa front. Italian membership and military support were vital and essential if Germany was to be contained. The Western democracies were making overtures to Mussolini to avoid his isolation while applying very modest and meek sanctions to keep up appearances in the League. Abyssinia would be a small price to pay for their own security and interests, but ultimately the 1935 Stresa Front would crumble.

The Outcome

The outcome of the war was a victory for Italy. Within a year of the conflict ending the new Prime Minister of Great Britain Neville Chamberlain was already exchanging friendly correspondence with Mussolini and in 1937 was ready to acquiesce to Mussolini’s requests for recognition of Italy’s complete annexation of Abyssinia. Spheres of influence that were established in the Tripartite Act of 1906 were forgone, and the Western Powers even passed up the chance to fight for territory in Abyssinia. This displayed not so publicly how quickly the Western Powers could move on but how unimportant the sovereignty of Abyssinia was to them. Britain and France were colonial powers, and the disappearance of a sovereign nation would help to extinguish ideas of independence reaching their own colonies.

Britain and France could potentially have saved some of Abyssinia if they chose to by invoking the 1935 Stresa Front. By occupying their self-proclaimed spheres, they could have denied much of the country to Italian forces. This would have been a grander gesture than the mild sanctions applied. It only strengthened the point that the fate of Abyssinia was just not important enough.

Like all wars it had atrocities and more has been focused on the use of poison gas by Italy. Equally, Abyssinian combatants also acted outside of the conditions of the Geneva convention. The International Red Cross reported the castration of Italian prisoners of war by Abyssinian troops. Furthermore, it should be also noted that while under Italian occupation the slave trade was curtailed and outlawed, something which showed no signs of being arrested under the country’s old rulers. During Italian rule two laws were issued in October 1935 and in April 1936 which abolished slavery and freed 420,000 Ethiopian slaves. While not condoning Fascist actions the campaign was not as one sided as some accounts suggest. As far as the rest of the world was concerned the indifference to the fate of Abyssinia fate was shared as only six nations failed to recognise the Italian fait accompli.

The Abyssinians endured ten years of Italian occupation. Europe had now been forced into two camps with Italy now firmly on the side of the totalitarian powers rather than a country that would contain a growing and powerful Germany. Italian actions in Abyssinia along with Japanese intervention in Manchuria were portents. Italy would soon join Germany in intervening in Spain before participating against her former allies in the Second World War. Was it inevitable or was it a diplomatic tragedy?

What do you think of the Abyssinian Affair? Let us know below.

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Sources

Encyclopaedia of Antislavery and Abolition [Two Volumes] -Greenwood Press, 2006 - Peter P. Hinks, ‎John R. McKivigan, ‎R. Owen Williams

Mussolini- A New Life – N Farrell – 2003 – Weidenfeld & Nicholson.

AJP Taylor – English History 1914 – 1945

Europe of The Dictators

Report of War Crimes and Atrocities Abyssinia – International Red Cross

Leo Amery’s Imperial Attitude to Appeasement in the 1930’s – Richard S Grayson – University of London 2006

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Redington continues his look at the independence of Spanish America by looking at the Mexican War of Independence. Here he looks at how the Mexican War of Independence finished rapidly. This was in large part due to Agustín de Iturbide and the Plan of Iguala. However, independence did not bring calm and prosperity.

If you missed them, Erick’s article on the four viceroyalties is here, Francisco de Miranda’s early life is here, his travels in Europe and the US is here, and his later years is here. Then, you can read about the Abdications of Bayonne here, the start of the Mexican War of Independence here, how Hidalgo continued the war here, the impact of José Morelos here, and the changes of the 1810s here.

A print of Agustín de Iturbide as Emperor of Mexico.

The revolution in Spain meant the mother country had no credibility left either at home or abroad. The country was a basket case. For the last 30 years, some of the most feckless and dim-witted leaders in the sorry history of humanity had presided over the Spanish people and empire. Revolutions, war (worse—a guerilla war), coups, invasions, mismanagement. You name it, Spain had gone through it. The country could not get its act together. What was there left to be loyal to at this point?

The grueling continuation of the war of independence was destroying New Spain. Most of the original leaders of the war, on both sides, were either dead or out of the country. The economy had been devastated. The rebels had their backs to the wall, and there seemed to be no way for the rebels to militarily achieve their goals, namely the expulsion of the Spanish and freedom for the people of Mexico. The situation seemed hopeless. Yet, within a matter of months, Mexico would achieve its independence. This was due to the machinations of one man, Agustín de Iturbide.

Return of Iturbide

Iturbide has been seen before, in the decisive defeat of Morales’ army. He was born in Valladolid (as seemingly so many others in this war were). After studying at the Colegio de San Nicolás (again, as so many others did), he joined the royal army and progressively rose through the ranks. Recognized as a bold and forceful soldier, he achieved several victories against Morelos.

Cruelty was something that came naturally to Iturbide. He ruthlessly crushed his opponents and harshly punished civilian populations that had supported the rebels. To celebrate Good Friday one year, he had 300 rebels executed. Relieved of command in 1816 for corruption and graft in even greater excess than those around him, he spent a year on the sidelines clearing his name, which he did. Despite his exoneration, Iturbide would never forgive those who sullied his name.

Iturbide was young and dashing on the battlefield. Handsome, and cutting a good figure on a horse, he looked like a hero out of central casting. But still, he was born in New Spain. The leaders of the viceregal government, particularly Calleja, had never really trusted him. Ambition is a good thing, in moderation, and Iturbide was full of naked ambition. During the war, he had risen from lieutenant to general. Having powerful enemies, this fact is a testament to the skill he did have. Iturbide was a good general, and a very good leader of men, which is something that gets forgotten with later events. It does explain, however, that when he did say to the effect “move in a different direction”, everyone did.

He had never forgotten his humiliation. Like an old wound that would not heal, the ordeal he went through to clear his name festered. Added to this resentment was the humiliation of what was happening in Spain. Now, he was fighting for a government that did not support the ideals he held dear anymore. There was a liberal government in Spain, and the king had been forced to reintroduce the constitution. What was the point? Perhaps, there was another way.

Seeing Another Way

Why would independence mean, by default, a social revolution and the chaos inherent in republican rule? Why would liberal ideas, which Iturbide and the rest of the royalists thought were foolish at best, and malevolent at worst, automatically guide an independent Mexico? Couldn’t an independent Mexico be guided by conservative ideals, based on order and structure in society?

What if, as the most powerful leader on the royalist side, and as a native-born Mexican, Iturbide could bring the two sides together? If the independentists and the royalists joined forces, then everyone could get what they wanted. The rebels would get a Mexico free from Spain and Spanish oppression. The royalists would get a conservative Mexico with a monarchy at its head. And Iturbide…he would get to be the leader of it all.

In 1820, Iturbide was given command of troops in the south of New Spain. This put him in direct conflict with Vincente Guerrero. The two fought several battles, with both men gaining victories over the other. However, despite the clashes, both men were exchanging letters, decrying the fighting, and trying to convince the other of their good intentions. The letters, and the subsequent negotiations, would lead to both commanders coming to an agreement.

The Plan of Iguala

On February 24, 1821, the proclamation of the Plan of Iguala was made. It was a plan made by Iturbide and supported by Guerrero. There was a list of 24 articles that laid out how the newly independent Mexico would be governed. In a brilliant piece of branding, the combined armies of Iturbide and Guerrero would be known as the Army of the Three Guarantees, after the first three articles of the plan. These were an independent Mexico, Catholicism was to be the official religion, and racial and political equality was to be had by all. There was something in the plan for everyone. Independence for the rebel leaders. Protection for the church for the royalists. Civil equality for the masses. Under this umbrella, it was felt everyone in New Spain could unite and transform the country into Mexico.

Iturbide and Guerrero met at Acatempán. When they saw each other, they embraced as a symbol of their new union, receiving cheers from their watching armies. For Iturbide, there was the concern of convincing his army to go along. This is where the previous successes of the royalists doomed the viceregal government. The former viceroy, Apodaca, had been able to sway many former rebels to come over to the royalist side. There was a not insignificant proportion of the royalist army that were former rebels. This meant many were happy about this turn of events and formed the basis of support within the regular army for this new turn. In addition, many were touched by the prospect of quick advancement in a new national army after independence. Antonio López de Santa Anna, for example, was a captain. He, at first, refused to come over to the rebel side. He was offered the rank of lieutenant colonel if he did. He began to “waver” in his firmness and was offered the rank of colonel. When he joined Iturbide, it was as a general.

The key to military support was the army of Anastasio Bustamante, commander of the royalist army in Guanajuato. Known as one of the royalist’s best commanders, and probably just as aggressive and ruthless as Iturbide, with 6,000 men under his command, he could make life very difficult for the Army of the Three Guarantees. It was not to be. Not only did Bustamante declare for the Plan of Iguala, he symbolically came over as well. This royalist commander, who had executed as many rebels as he could get his hands on, took the skull of Hidalgo out of the cage in which it had been on public display since his execution and buried it will full honors.

After Bustamante came over, the movement snowballed. Commanders in the north declared for the Plan of Iguala. By August, Iturbide marched his army into Puebla with Guadalupe Victoria, now out of hiding, by his side. Puebla was a good prize on its own, yet its position was most important for Iturbide. A new viceroy, Juan de O’Donojú, had arrived in New Spain and was in Veracruz. Iturbide had cut the route between Veracruz and Mexico City.

O’Donojú was in a tough spot. He had just arrived at his new posting and the rebels were taking over the country. He and his family were stuck in Veracruz and the city was notorious for terrible yellow fever outbreaks. His family was becoming ill, and he feared for their lives. O’Donojú was not a dumb man. He could see the writing on the wall. The only thing left to determine was if Spain could have relations with this new Mexican nation, or if the two nations would be determined enemies. O’Donojú preferred friendship.

The Treaty of Cordoba

The new viceroy came out of Veracruz to negotiate with the rebels. The two sides were able to hammer out an agreement very quickly, and the viceroy and the general signed the Treaty of Córdoba. Article 1 of the treaty stated that Mexico would receive independence from Spain as the Mexican Empire. So far so good.

The problem arose with Article 3, which stated that Ferdinand VII was to be invited to take the throne. How serious this offer was is unknown. Many conservatives supported the reactionary king, and for the liberals, Ferdinand was still the “desired one” from all those years ago. Should Ferdinand refuse, the throne would descend through his brothers. Here was the rub.

When informed about the treaty, Ferdinand immediately repudiated it and denied for all his relations any rights to the throne of Mexico. Going even further, Ferdinand notified the other courts of Europe that should any royal house accept an offer of the Mexican crown, that would finish all diplomatic relations between Spain and that country. To him, New Spain was simply another rebellious colony that would be suppressed in time. This, however, was for the future.

There was now a treaty that guaranteed independence. Iturbide, Guerrero, O’Donojú, and the rest now began a triumphal march to Mexico City. On September 27, 1821, the Army of the Three Guarantees entered the capital, bringing the War of Independence to an end. Unfortunately, the unifying act of both conservatives and liberals arriving in the capital to begin a new national life would not be the end. The conflict between the two sides began.

The Plans Fall Apart

First, a government had to be set up. The Treaty of Córdoba laid out a framework. Article 2 stated that the government would be a monarchy but limited by a constitution. Article 6 laid out that an assembly would be created, to be made up of the “most eminent” men. It was explicitly said that this assembly would be named, not elected. The assembly would then name a president (Article 9), set up the rules for the election of a national Cortes, or legislature (Article 10), and set up a regency council of three men (Article 11). The goal of the regency was to rule in the name of Ferdinand VII, or if he were to refuse, find another to take up the throne.

Of course, Ferdinand refused. With the automatic rejection from his brothers, who would be made emperor? Even Joseph Bonaparte, the usurper against whom the entire empire had risen in 1808 was allegedly offered the throne, but he refused. With no ruling houses taking the job, yet still supporting the concept of a monarchical government, someone had to be found.

In February 1822, elections were held for the first Mexican Congress. With no history or tradition of democratic rule, the elections were obviously weighted toward the wealthy and powerful. The assumption by all concerned was that the congress would assemble and ratify the choice of the new Emperor, Ferdinand VII, to be Ferdinand I, Emperor of the Mexicans.

When it became clear that Ferdinand would not be coming by the time the congress convened, the members declared that they would not be bound by the Treaty of Cordoba and would not allow all power to be concentrated into the hands of one person (which was not what the treaty said, by the way). Congress, it declared of itself, was the ultimate holder of sovereignty with a legitimate claim to exercise, not only the legislative powers, but executive and judicial as well. In addition, the congress struck at the army, considering it a threat. The army was to be reduced to 60,000 men. Further, no member of the regency council was to be allowed to hold a military command, striking directly at Iturbide.

Same Song, Different Words

There had been several attempts to name Iturbide emperor. At least twice, back in September and October, 1821, he had rejected calls to assume the throne. On May 18, 1822, soldiers of the 1st infantry regiment marched out of their barracks and demonstrated in favor of making their old commander, Iturbide, the emperor. Appearing at his doorstep, the soldiers called out for their hero to take the crown. This time, he would “reluctantly” acquiesce. The congress, now surrounded by mobs of soldiers and citizenry voted for Iturbide to become emperor. Only 15 congressmen voted no.

On July 21, 1822, Iturbide was officially declared Emperor Agustín I in the National Cathedral of Mexico. Modeled on the coronation of Napoleon, the ceremony had all the pomp and circumstance befitting the birth of a new, grand empire. New titles of nobility and offices were created for Agustín’s cronies. Orders of chivalry issued row upon row of shiny medals for the heroes of the revolution in an attempt to buy loyalty to the new regime.

The Infighting Begins - and Truly Never Ends

Immediately, the new emperor and congress squabbled. The country was bankrupt, and the lavish spending was the first issue upon which the congressmen felt they could attack Agustín. Not having any money, but needing more, especially to pay his power base in the army, the emperor’s government authorized the printing of paper money, causing massive inflation and economic dislocation, driving discontent. By August, Agustín ordered the arrest of 15 members of congress. Due to the discontent this caused, he would disband congress by force.

The conservative forces rallied around the figure of the emperor and the liberals rallied around the congress. Two divergent views of how the future of Mexico would be. Now, seemingly, those views were irreconcilable. Not even a year before, both sides had united around the Plan of Iguala and marched triumphantly into Mexico City side by side. There had been so much hope, and so much hope had died.

This was the great tragedy of the Mexican War of Independence. The conservatives believed that they could simply transfix the edifice of the Spain of old onto the new structure that was Mexico. The good old days could come back, only this time they would be in charge. They believed that the people could easily be led by their intellectual and social betters, and building a conservative Mexico would be simple if everyone could just be put back in their place. The conservatives were blind to the idea that they expected everyone to go back to their old social and economic stations but them. They could rise to the top of the social pyramid, but everyone else should stay in their place. That would be only right and just in their eyes.

Unfortunately, the liberals were just as good at fooling themselves. They believed in the greatest lie ever told, that human nature is changeable with laws, constitutions, and good intentions. If the perfect constitution could be drafted, an elected government of Plato’s philosopher kings could transform society and the hearts of men. Everyone would be brothers who would live in social and economic harmony. It was obvious. Once good government for all the people was instituted, knowing the right and subsequently doing the right would finally be possible. Everyone would live happily ever after.

Then Santa Anna opened Pandora’s box.

What do you think of the sudden independence of Mexico and the results? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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Franklin D. Roosevelt was US President from 1933 to 1945 - the years of the Great Depression through to the end of World War 2. What is less well known is that he was paralyzed by illness in 1921 and did not have full use of his legs from that time. Here, Richard Bluttal explores the affect of paralysis on Roosevelt’s presidency.

President Roosevelt in a wheelchair with a girl in February 1941. Source: FDR Presidential Library & Museum photograph by Margaret Suckley, available here.

Franklin D. Roosevelt was US President from 1933 to 1945 - the years of the Great Depression through to the end of World War 2. What is less well known is that he was paralyzed by illness in 1921 and did not have full use of his legs from that time. Here, Richard Bluttal explores the affect of paralysis on Roosevelt’s presidency.

Speaking at a Georgia rally in 1932 Franklin Delano Roosevelt addresses the crowd, as was his practice, from a standing position, holding onto a podium bolted to the floor. By inadvertence, this one, however, was not bolted and midway into his speech podium the presidential candidate pitched forward into the orchestra pit. The audience was spellbound as the candidate and podium were retrieved from the pit and set back upon the stage. Roosevelt finished his speech, taking up from the point at which he had stopped, without giving either comment or acknowledgement to his fall. At the conclusion he received a standing ovation.

When Franklin D. Roosevelt woke up on August 10, 1921, with plans to take his wife and three older children out for a sail in New Brunswick, Canada, he had no idea that it would be the last day he would have full use of his legs. Enjoying some vacation time after running for vice president under James Cox, FDR and his kids sailed the scenic waters near Campobello Island. Afterward, they had a swim in a nearby pond and then he raced the kids back to the cottage. But it was when they returned to the cottage that Roosevelt began to feel odd, feverish and more tired than usual. He decided to skip dinner and go right to bed. “And he never walked without help again,” says Biographer Geoffrey C. Ward. When he woke the next morning, he couldn’t move his left leg, and then his right leg gave way. “I tried to persuade myself that the trouble with my leg was muscular,” Roosevelt wrote later, “that it would disappear as I used it. But presently it refused to work. And then the other.” Two days later, he lost the use of all his muscles from the chest down. He also had a high fever and pain in his neck and back.

Paralysis

The life of Franklin Delano Roosevelt is an astonishment. In 1921, at the age of 39, he was struck by this attack of infantile paralysis which left him paralyzed below the waist for the rest of his life. In a time when the severely handicapped were seldom even seen in public, FDR resumed his political career. He was twice elected governor of New York and in 1932 he was elected president of the United Sates. No one else in the recorded history of mankind has been chosen as the leader of his people even though he could neither stand alone nor walk unassisted.

His leg muscles were graded as "poor" and "trace" -- and thus were unable to function in any useful manner. In order to stand upon his legs FDR had to don long-leg steel braces. The gluteus maximus muscles of his hips were similarly impaired. The muscles of his trunk were weak and as a result, in the early stages of his rehabilitation, he was forced to wear a corset and to struggle with a pelvic band attached to his braces.

Paralysis resulting from an attack of infantile paralysis, or poliomyelitis, is confined to the nerves that control the voluntary muscles. FDR had virtually normal function of his sensory and autonomic nervous system. This meant that his digestive tract, his bowels and bladder functioned normally, as did his sexual organs. The onset of the disease had a shattering impact upon the man and his expectations. Clearly both he and Eleanor, his wife and closest political adviser, believed that public knowledge of the extent of the disease, like family scandal, would endanger FDR's political future. The severity in nature of the attack was kept secret from all but the closest family members and at first the press was told only that Roosevelt had contracted a case of influenza.

As noted by author Hugh Gregory Gallagher, FDR tried everything that had been used in the past. He tried massage, salt-water baths, ultraviolet light, electric current, walking on braces with parallel bars at waist height, walking while hanging from parallel bars mounted above his head. He tried horseback riding strapped to the saddle; he tried an electric tricycle his mother had brought from Europe. He tried exercises in warm water and exercises in cold water. He tried various theories of muscle training: working with gravity, against gravity, with resistance and without. He tried osteopathy. Even the eminent doctor, Emile Coue, ("every day in every way I'm getting better and better,") was consulted on his behalf.

During his 12 years in the White House, Franklin D. Roosevelt was hardly ever photographed in a wheelchair. Not surprisingly, the longest-serving president in American history disliked drawing attention to his polio symptoms, he still led the country from a wheelchair. He was helped -- most often lifted bodily -- into or out of cars, tubs, chairs or beds. Journalist John Gunther reports it was a startling experience to see the president of the United States being carried up and down stairs "like a sack of potatoes," as his son James once described it.

Roosevelt stood up only for ceremonial occasions and only for as long as was absolutely necessary. He was able to stand only with the support of his braces and crutches. His braces caused him pain and he despised them roundly. He was able to "walk" only by the use of "hitching" the muscles on either side of his trunk. Leaning on his crutches, he would hike first one leg, swing it forward, transfer the weight of his body upon it and then, hiking up the other, he would swing it forward. This means of locomotion was a slow, lurching process. It was made worse by a drop foot which forced him to swing his foot around and forward in a wide arc so as to clear the ground.

Running for president

He never learned how to walk again but he learned, instead, how to get on with his life using what muscles he had left. He learned this at Warm Springs, Ga. At Warm Springs, he created what was in many ways the first modern rehabilitation center. Warm Springs was a reflection of Franklin Roosevelt's personality and philosophy, his enthusiasm and motivation. These were the same qualities Roosevelt later brought to the presidency. They were fully as effective in Washington as they had been in Georgia.

Though the public may not have been aware of the extent of his disability, most knew that his battle with polio left him with limited mobility. James Tobin, author of The Man He Became: How FDR Defied Polio to Win the Presidency, believes that Roosevelt’s disability may have helped him to be elected and given him more empathy for the common man. Tobin told NPR’s Dave Davies that FDR had “a kind of passion for people who are suffering that he couldn’t have had if he had not deeply suffered himself.”

Surprisingly, the subject of his inability to walk never became an issue during his campaign for president in 1932. FDR preferred not to speak of it, even to his family, as he did not want sympathy or pity—what he referred to as “sob stuff.” But the fact is FDR’s disability only strengthened his determination and resolve. He was perhaps a better president as a result of his condition, as it taught him perseverance and gave him a sense of compassion and acceptance for those less fortunate. “Human kindness has never weakened the stamina or softened the fiber of a free people,” he said. “A nation does not have to be cruel to be tough.”

Optimism

Roosevelt's fate could have been similar to that of many polio victims, except for his political ambition and his inherent optimism. Roosevelt understood very well the fate of a disabled person, not to speak of a disabled person with political ambitions. Physical disability was an automatic disqualification for public life, let alone for the highest political office. His chances lay in his ability to hide his disability. Yet, these very efforts reflected "a view of the disabled body as stigmatizing, shameful, and as a physical marker of weakness of intellect and character"

Roosevelt realized that when you were crippled — and that was the word that he would use — you have a tendency to make people uncomfortable. People don't know what to say, they don't know where to look, they don't know how to treat you, they don't know whether to feel pity for you, when pity is the last thing that you want. He had to persuade people to feel comfortable in his presence. The therapists and he began to work on his gait, to work on the way he would walk with the canes and crutches and assistance he would use. So his walk, although slow, began to look more and more natural. And he would seat himself, and he would throw up his head, he would begin to talk — he was always talking, actually — to put people at ease. And this whole physical routine that he developed of putting people at ease was enormously effective, and it made people forget that he was disabled.

In a speech in Rochester, N.Y., he was talking about the needs of disabled children in the state of New York and he mentions himself. He says, "I myself have been through this ordeal, and I am a symbol of what can happen when people with disabilities are strongly supported." And nobody had expected him to say this out loud; nobody had expected him to address this issue in this way, to turn the disability on its head and make it into this advantage. And so it had [an] electrifying effect on the audience. ... I think Roosevelt ... realized this was a strong part of his presence as a candidate, and it was something that actually appealed to people.

In the decades after his death, a narrative emerged about the extent of Roosevelt's deceptions to hide his condition from the American people. It's true that Roosevelt made every effort to appear as able-bodied as possible, only appearing in public through carefully orchestrated maneuvers that showed him "walking" a short distance. The press was discouraged from focusing on vulnerable moments, and for the most part, he was photographed either sitting down or speaking at a carefully fastened podium.

But the president's disability was never a secret. Prior to entering the White House, he had been profiled in major publications like Time and Liberty, which displayed his heavy leg braces and detailed the excruciating efforts he underwent to hoist himself around on unresponsive legs. The Liberty article, in particular, addressed the elephant in the room of whether a "cripple" was fit to be president, concluding that FDR was more physically sound than most men half his age. On a personal level, those close to Roosevelt felt that dealing with his disease made him a better leader. The younger FDR had been known to harbor arrogance along with his impressive intellect, but that version was replaced by a more grounded, empathetic person. "There had been a plowing up of his nature," noted his longtime labor secretary, Frances Perkins. "The man emerged completely warm-hearted, with new humility of spirit and a firmer understanding of philosophical concepts.”

Conclusion

Roosevelt embraced his status as a polio survivor and fully leveraged his position to help others who were similarly afflicted. He held the first of his "birthday balls" in 1934 to raise money for polio research, an endeavor that eventually became the March of Dimes and led to the discovery of a cure in the form of a vaccine developed by U.S. researcher Jonas Salk. By meeting his disease head-on, Roosevelt turned it into a non-issue when it came to doing his job while spearheading a way to stamp it out as a public menace.

FDR’s permanent association to a failing body serves as a reminder that in addition to steering America through the Great Depression and World War II, FDR managed to convince a public that his physical disability was no hindrance.

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Now read Richard’s piece on the history of slavery in New York here.

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A bipartisan bill that has lasted over 100 years was signed in 1918 in America. The bill was America’s earliest wildlife conservation life and has saved the lives of millions of birds. Will McLean Greeley, author a new book on the subject, explains the important role of Senator George P. McLean in its creation.

Will’s book is A Connecticut Yankee Goes to Washington, Senator George P. McLean, Birdman of the Senate. Available here: Amazon US | Amazon UK

Senator George P. McLean.

Imagine Democratic President Joe Biden at a White House bill signing ceremony handing the signatory pen to Republican Senator Marco Rubio of Florida. They then shake hands, celebrating a shared legislative accomplishment that would endure for over one hundred years. That’s essentially what happened on July 3, 1918, when Democratic President Woodrow Wilson and Senator George P. McLean (R-CT) unveiled the Migratory Bird Treaty Act, America’s earliest and most important wildlife conservation law. The MBTA, which is still in effect today, has saved millions if not billions of birds from senseless killing and likely prevented the extinction of entire bird species.

My new book A Connecticut Yankee Goes to Washington, Senator George P. McLean, Birdman of the Senate is about the struggle to lead societal change, exploring the intersection of culture and politics. While the book offers fresh insights into a neglected milestone in conservation history, it also contains a rare and intriguing example of bipartisanship, that elusive ideal that polls show most Americans desire but whose leaders seem hopelessly unable to deliver. What, if anything, can we learn about bipartisanship from the MBTA, when President Wilson and Connecticut Republican George P. McLean overcame their past enmity and found common ground to save the birds?

From Hunter to Conservationist

When Senator George P. McLean came to Washington in 1911 the protection of birds was his top priority. A hunter in his youth, McLean renounced the sport as an adult because of declining bird populations and rising avian extinctions. Conservation historians refer to the latter half of the nineteenth century as the “Age of Extermination,” when birds and other wildlife were on a fast track to eradication. Early settlers of North America had viewed birds and other natural resources as limitless; but by around 1900, this illusion of abundance was replaced by the realities of scarcity and extinction. What had gone wrong? Following the Civil War, the nation’s population surged from 31 million people in 1860 to 72 million by 1900. There were simply more mouths to feed, and opportunistic bird hunters eagerly met the need. Adding to this rising demand was the insatiable desire for bird plumage to adorn women’s hats. But it was advances in gun technology that supercharged bird mortality rates, namely the advent of the automatic shotgun around 1890. The slaughter of birds went from hundreds of thousands each year to millions, then tens of millions, and higher. There was no easy solution to stop or slow the killing. States and localities were free to devise their own hunting laws and enforce them however they wished.

Senator McLean Finds an Unlikely Ally

This perilous situation for birds is the backdrop to Senator George P. McLean’s tenure in the US Senate from 1911-1929. McLean’s first speech on the Senate floor was on the importance of protecting migratory birds. Change starts small, usually by just a few visionary and courageous people. Leaders of change must then create consensus and form broad-based coalitions. McLean did this by holding highly publicized hearings on bird destruction. He next enlisted the support of Audubon clubs and other conservation groups, business leaders like automaker like Henry Ford, newspapers, magazines, and even gun manufacturers, who had contributed to the problem but had an obvious stake in its solution. Opposition to bird protection came from hunters, the millinery or hat industry (that employed 83,000 people in the early 1900s), and states-rights advocates. This loose coalition opposing bird protection used a variety of tactics to delay or stop McLean’s bill. Their opposition solidified after America entered the First World War in April 1917. Opponents of bird protection argued with patriotic fervor that McLean’s unnecessary quest for bird protection should be delayed indefinitely.

Undeterred, McLean found a seemingly unlikely ally from across the aisle, President Woodrow Wilson. Despite their past differences on many issues, McLean and Wilson were both political reformers. Each claimed his place within the Progressive movement, a political and social-reform crusade that brought major changes to the US during the late 19th and early 20th centuries. The Progressives sought to remedy many of the social and political injustices of the Gilded Age, a time of rapid industrialization and immense wealth creation following the American Civil War. While Wilson agreed to help McLean, he had a caveat: Wilson insisted that Democratic leaders in Congress take ownership of the bill, forcing McLean into the background. McLean accepted his reduced role, calling to mind the political dictum expressed by President Harry Truman many years later: “It's amazing what you can accomplish when you don’t care who gets the credit.”

The Renewing Effect of Generational Change

Wilson and McLean collaborated effectively to pass the MBTA even though the nation was a full combatant in World War I, suffering through a global flu pandemic, and experiencing rising political, labor, and social unrest in response to an unpopular war. Is such bipartisan collaboration possible today to address concerns like climate change, gun violence, and immigration policy? While a quick-fix solution to create bipartisanship is unlikely, there is hope for the future. It is important to remember that George P. McLean came of age as a young leader around 1900, part of a new generation of reformers like Theodore Roosevelt and Woodrow Wilson. These young reformers had to throw off the aging “Old Guard” political leaders of the Gilded Age, rooted in patronage and corruption. In a similar fashion it may take a generational change to end today’s polarization and excessive partisanship. Our aging political leaders are seemingly unwilling or unable to change. Millennials and Generation Z, or those born after 1980, may emerge as a new progressive movement, emulating the Progressive Era leaders of the early 1900s. Recent polling by both Gallup and CNN reveal that Millennials and Gen Zers tend to approach complex issues critically and creatively and are more likely to be centrist and less partisan than earlier generations. We can only hope that future generations will look back at today’s dysfunctional political polarization with cringeworthy disbelief. Much like we wonder why free cigarettes were distributed to soldiers during World War II and even included with ration kits.

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Will’s book is A Connecticut Yankee Goes to Washington, Senator George P. McLean, Birdman of the Senate. Available here: Amazon US | Amazon UK

RIT Cary Graphic Arts Press; March 2023

https://www.rit.edu/press/connecticut-yankee-goes-washington

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In September 1775, a small handpicked group of men boarded a makeshift flotilla embarking from Cambridge, Massachusetts. Having successfully bypassed Royal Navy scout ships this ramshackle fleet made for the wild and desolate Coast of Maine. Their objective was to disembark and march through the thick North Woods to the Citadel of Quebec, which stood like a sentinel at the mouth of the St. Lawrence River. Their intended route had never been taken which proved to have dire consequences as distances and conditions were critically misunderstood. Conducting such an operation took considerable skill, determination, and sheer force of will to which the leader of this expedition did in fact possess. His name was Benedict Arnold.

Brian Hughes explains.

A portrait of Benedict Arnold. By Thomas Hart.

Prelude

Following the initial outbreak of hostilities at Lexington and Concord an obscure Captain of Connecticut Militia arrived outside of Boston Massachusetts to join the coalescing colonial forces turning up in their masses to contest British rule. Benedict Arnold had been a successful sea-going merchant and Apothecary owner from the prosperous city of New Haven, Connecticut. It didn’t take long for Arnold to draw the conclusion that the Colonials found themselves in a difficult situation. Having successfully contained British forces within Boston, this ragtag Army of Patriots lacked the necessary artillery required to dislodge them. Arnold proposed capturing the guns from the dilapidated Fort Ticonderoga, located at the strategic nexus of Lake George and Lake Champlain. Arnold was granted a commission as a Colonel and would lead the enterprise in tandem (though begrudgingly) with the leader of the infamous Green Mountain Boys, Ethan Allen. The enterprise turned out to be successful, having secured more than enough weapons and materials for the besiegers who were then able to displace their foes.

Having now made a name for himself, Arnold displayed impressive military acumen by deducing that a major British counterattack was inevitable and measures would need to be taken in order to avert such a predicament. Traditionally, armies operating in the North American theater of war utilized the strategic Champlain-Hudson Corridor, a nearly continuous series of waterways from Quebec to New York City. With the absence of numerous roads this aquatic highway was the most efficient and logical method for transporting men and material throughout this vital region. Both the French and British armies made consistent use of these lakes and rivers throughout the French and Indian war as had various indigenous peoples for time immemorial. When the British returned, they would arrive in the north and attack from here.

Knowing full well that Quebec was to be the logical focal point of the British counterblow the now reinvigorated Patriot forces were in some haste to prevent this incursion from happening. Philip Schuyler, an influential New York Patroon and newly made Major General opted to lead a detachment from Fort Ticonderoga and capture Montreal. This plan would soon be dashed as Schuyler became immobilized by gout. Command then passed to General Richard Montgomery, a former British Army Officer and transplant to North America.

March

Benedict Arnold simultaneously proposed an additional invasion route. Arnold offered to lead a small column of men from Massachusetts to Maine (then still part of Massachusetts) and lead his file overland traversing multiple portages, to surprise and ultimately capture Quebec before the British could respond to the taking of Montreal. The route proposed by Arnold was untried, having been only partially scouted by military surveyors; the most noteworthy map had been drawn up by a British Military Engineer by the name of John Montressor in 1761. It proved to be hopelessly flawed however, misjudging distances and elevations to a considerable degree.

To this day Maine remains one of the most wild and remote states on the Atlantic Seaboard. Men would have to trek through dense forests, ford flooded rivers and treacherous currents, brave extreme temperatures, all while sustaining themselves on meager rations. All of this was compounded with the lateness of the season as the brutal northern winter approached abruptly. In early September Arnold assembled an ad hoc flotilla consisting of 1,100 men and proceeded to lead his vessels up the New England Coast successfully evading Royal Navy vessels in the process. The troops disembarked and began making their way up the Kennebec River but the various columns of troops quickly became separated.

The conditions were appalling. Men were constantly soaked between fording waterways and the relentless autumn rains. The Bateaux and watercraft utilized were not capable of handling the necessary logistical requirements, often floundering and breaking, losing vital provisions in the process. Arnold often traveled ahead of the main bodies of troops sending any essential supplies in which he could requisition from the inhabitants. Food became increasingly scarce. The men had to scrounge for whatever sustenance the country could offer, with some eventually succumbing to hunger while others consumed bits of leather from their shoes and clothing. With supreme endurance coupled with Arnolds exemplary leadership, this small force endured these tribulations to reach their destination in time to rendezvous with Montgomery. But their already small numbers had been significantly depleted, losing about half of their men in the process.

Attack

By now the Anglo-Canadians were aware of Montgomery’s successful capture of Montreal on the 13th November and were coming to realize their vulnerable situation as Arnolds men stormed out of the North Woods and stood defiantly across the river from the city. The British Commander and acting Lieutenant Governor of Quebec, Guy Carleton proved more than capable in dealing with the tenuousness of the situation. Mobilizing all the personnel he could muster, including several sailors aboard the few ships still in the St. Lawrence, the opposing forces would be roughly equal in size, a factor which benefited the defenders as the American troops possessed only scant siege material.

With Montgomery arriving with his body on the 2nd of December, Arnold proceeded to meet and confer with the Major General as they eventually drew up a plan of attack. With both commanders leading a contingent, Arnold and Montgomery intended to launch a two pronged assault on the upper and lower towns. Making use of whatever artillery and siege equipment they had in their possession, they would swiftly overrun the garrison whom they believed possessed low morale and defended decrepit posts. The Americans would be forced to act quickly as another factor to which they had to consider was the soon to expire enlistments of the various militia troops comprising the bulk of their already small force. It was imperative that the assault occur before the end of the year, when the commanders would be obliged to send these troops home.

On the 31st of December a blinding snowstorm took hold. The timing of such a blizzard served as yet another impediment to the American besiegers. With no other choice but to attack the assault was carried out as intended. Both Arnold and Montgomery characteristically led from the front braving a storm of bullets that seemed to be as numerous as the falling snowflakes. It was then that a fatal blow afflicted the Americans as General Montgomery urged his column ahead from the vanguard; he was instantly struck down by a cannon blast killing himself and several accompanying officers instantly. As confusion struck the attackers the next officer in charge wavered under the strain of combat and ordered a hasty withdrawal isolating Arnold’s troops to press on alone. While this was happening, Arnold was struck in the leg by a musket ball causing agonizing pain. Arnold tried his best to lead his men on but the wound was too much as he reluctantly withdrew to the rear urging his men on the entire time. Famed woodsmen and rifle corps leader Daniel Morgan then took command as he aggressively spearheaded a renewed assault leading his men and fighting ferociously. As the American assault made its way toward the agreed upon rallying point with Montgomery the disorientation of the weather and the resistance of the defenders became too much. As Morgan continued to push forward through the unfamiliar city a reformed British counterattack stopped the invaders in their tracks inflicting several casualties in the process with Morgan and hundreds of others being taken prisoner.

Aftermath

The attack had failed. The Anglo-Canadians continued their dogged resistance even as the Americans withdrew, maintaining a tenacious siege once again led by Arnold. But between the severity of the Canadian winter and their well supplied adversaries the Americans would eventually have to withdraw yet again this time to Montreal before reinforcements did eventually arrive months later and placated them from Quebec for good. Arnold's march through Maine remains one of the most impressive feats of daring fortitude in American history. Some would even refer to him as America’s Hannibal, after the Carthaginian General who boldly led his Army over the Alps to attack Rome. Although the Americans failed in their objective to take the City of Quebec, their stamina and perseverance foreshadowed that this conflict would not be resolved quickly after all.

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If asked to name atrocities carried out by the United States military, responses would most likely focus on Wounded Knee or the My Lai Massacre. Few would have knowledge of US military presence in the Philippines during the early 20th century, and fewer still would have heard of the Bud Dajo Massacre. Felix Debieux explains.

Americans soldiers fighting with Moros during the Moro Rebellion.

Sometimes euphemistically referred to as a “Battle”, the Bud Dajo Massacre was a counter-insurgency operation perpetrated by the US Army in 1906 against Filipino Muslims - known as the Moros - who had sought refuge at Bud Dajo, a volcanic crater on the island of Jojo. Despite the appalling death toll – as high as 1,000 Moros by some estimates – the Bud Dajo Massacre does not feature prominently in histories of the US military, US imperialism, or in popular understandings of US power projected abroad. How has such a dark episode been forgotten? And what does it tell us about the place of war crimes in our collective memory? Before that however, it is worth explaining what the US military was doing in the Philippines to begin with.

US in the Philippines

The Bud Dajo Massacre is best understood as part of the Philippine-American War. This was a conflict which erupted in 1898 when the US, which refused to recognise the Philippines’ declaration of independence from Spanish colonial rule, annexed the fledgling republic at the conclusion of the Spanish-American War. For the Philippines, this represented the next phase in its struggle for independence. Having first contended with Spanish colonialism, it now had to deal with an American threat to its sovereignty. By 1901, President Emilio Aguinaldo was captured and the US declared the war officially over the following year. That, however, did not deter various Filipino factions from continuing the fight.

In areas of Mindanao, the Sulu Archipelago, Palawan and Sabah, the US government sought to undermine resistance to its rule by signing the Kiram-Bates Treaty with the Sultanate of Sulu. Once resistance began to weaken, however, the US decided to tear up the treaty and proceeded to colonise Moro lands. In addition to the loss of territory, the Moros also endured what they saw as pressure to convert from Islam to Christianity, something they were all too familiar with from the days of Spanish rule. Ultimately, this stoked what came to be known as the Moro Rebellion, which began with the Battle of Bayang in May 1902 and ended with the Battle of Bud Bagsak in June 1913. It is against this backdrop of colonial warfare that the Bud Dajo Massacre can be situated. The question, however, is how did the conflict become so bloody?

Stoking rebellion

The massacre occurred during the tail end of General Leonard Wood’s term as Governor of the Moro Province, a period of upheaval for the region’s inhabitants. Major reforms included the abolition of slavery and the imposition of the cedula, a form of poll tax. The latter was very unpopular with the Moros, and was regarded as a form of tribute payable to their colonial masters. These reforms were layered on top of a widespread resentment of foreign Christian occupation. Tensions predictably boiled over, with heavy fighting and a refusal to pay taxes. When efforts to pacify the insurgents failed, the Moros dared to believe that the Americans lacked the strength to keep them in line.

It is in this volatile context that a rumour began to circulate among the Moros. The Americans were conspiring to exterminate them. Fearing the worst, several hundred Moros, including women and children, decided to relocate to Bud Dajo, where legend described the presence of spirits who would aid the Moros in their hour of need. Even without its supernatural defences, Bud Dajo represented a sound tactical choice for those seeking refuge. Indeed, the extinct volcano was around 2,100 feet tall, guarded by steep jungle-covered slopes, and only accessible by three narrow paths. Its well-stocked provisions didn’t harm the Moro’s chances either. One disputed aspect of the retreat is whether the Moros remained actively hostile to US forces. For Major Hugh Scott, the District Governor of Sulu Province, the answer was clear. Those who fled to the volcano “declared they had no intention of fighting, ran up there only in fright, and had some crops planted and desired to cultivate them”. Whatever the true intentions of the Moros, the subsequent conduct of the US military is difficult to comprehend.

The massacre

After the break down of negotiations between friendly chiefs and Bud Dajo’s occupants, a military campaign was launched by General Wood on 5th March 1906 with the aim of ending the standoff. As artillery shelled the volcano, a combined force of US and Philippine Constabulary troops under the command Colonel Joseph W. Duncan began hacking their way up the dense jungle slopes. While the initial attack proved ineffective, by 7th March the Moros were suffering heavy casualties. They were nevertheless able to offer limited resistance. Indeed, as Duncan’s troops pushed closer to the summit of the volcano, they were ambushed by Moros who had feigned death. This, however, was not enough to stop the US from taking control of Bud Dajo on 8th March.

With the outer rim secured, US forces spent the night heaving mountain guns up to the edge of Bud Dajo. At first light the blood bath began. The guns, positioned carefully to allow a sweeping arc of bullets to be rained down on Moro defences, opened fire. What exactly happened next is difficult to determine. One account suggests that the defenders retaliated, using a mixture of kalis, barung and homemade grenades improvised from black powder and seashells. Another claims that all Moros fortified in the crater perished. Without dwelling on the inconsistencies, all accounts concur that few, if any, Moros survived. The corpses piled five deep, with many of the bodies wounded multiple times. Where twenty-one Americans lost their lives, Moro casualties ran as high as 1,000. This figure includes women and children.

The public reaction

Bud Dajo was by any measure the bloodiest engagement of the Moro Rebellion. The carnage was not lost on General Wood, who took the executive decision to censor all telegrams describing the casualties. Back home, US authorities commended Wood for what they considered a significant victory on the battlefield. His friend, President Theodore Roosevelt, sent him a congratulatory telegram. He also received approval for his results from William Howard Taft, the Secretary of War. When the truth finally made its way into the news however, the US Army found itself embroiled in a public relations disaster.

On 11th March 1906, the New York Times ran with the headline:

“WOMEN AND CHILDREN KILLED IN MORO BATTLE; Mingled with Warriors and Fell in Hail of Shot. FOUR DAYS OF FIGHTING Nine Hundred Persons Killed or Wounded—President Wires Congratulations to the Troops”.

Mark Twain also condemned the massacre. "In what way was it a battle? It has no resemblance to a battle ... We cleaned up our four days' work and made it complete by butchering these helpless people”. Such coverage fuelled public cynicism about the role of the US in both the Spanish-American War and the Philippine-American War. The protracted conflict with the Moros was not common knowledge, and many were appalled to learn of the killings.

Faced with public outrage, Taft demanded that Wood account for the "wanton slaughter" of women and children. Wood tried to explain away the deaths, claiming that the women of Bud Dajo had dressed as men and joined the fighting, and that the men had used the children as human shields. This clumsy account conflicted with a different explanation given by the Governor-General of the Philippines, Henry Clay Ide, who said that the women and children were simply collateral damage caught up in the artillery barrages. Naturally, the contradictory accounts only inflamed anger and led to accusations of a cover up. Angrier still were the Moros, who were outraged not just at the treatment of their people but also the desecration of a sacred site. Anti-American sentiment only gave rise to further Moro resistance, which took the form of another Bud Dajo Campaign in 1911 and the Battle of Bud Bagsak in June 1913.

Legacy

How is it that our collective memory leaves such little room for war crimes? We could venture that growing nationalist sentiment, apparent today the world over, leaves us too proud to reckon with the darkest aspects of our past. Perhaps a shared sense of shame or guilt also plays a part? We could also point to attempts by the perpetrators of war crimes to control the story. History, after all, is written by the victors. Understanding this is key – not only because conflict rages today across the Ukraine, but also because we have a duty to seek justice for those who have been wronged. Where My Lai and Wounded Knee have become emblematic of US atrocities committed during the Indian Wars and Vietnam War, Bud Dajo has been largely forgotten. This is remarkable, since the death toll arguably makes Bud Dajo the biggest massacre in US military history. Indeed, ninety-nine percent of Moros were killed, a greater percentage than other incidents remembered for their cruelty.

One belligerent of the conflict which has not forgotten the massacre is the Philippines. In fact, the Bud Daju Massacre has been a feature of its more recent relations with the US. Back in 2016, President Duterte used the incident to criticise President Obama, resulting in the cancellation of a formal meeting. Even though Duterte apologised the next day, he referred to the incident again while calling for the exit of US soldiers from Mindanao. In a more extreme example, Duterte held aloft photographs of the brutalized corpses during a speech at the 2016 Metrobank Foundation. It is also worth highlighting the efforts of the Moro National Liberation Front (MNLF), a Muslim separatist movement based in the southern Philippines. In 2015, the MNLF published an open letter to President Obama demanding to know why the US was supporting Filipino colonialism against the Moro Muslim people, the Filipino "war of genocide", and atrocities against the Moros. The letter reminds the world that the Moros have long resisted atrocities perpetrated by Filipino, Japanese, American, and Spanish invaders. While the massacre may not be widely acknowledged in the US, it is clear that for at least some Filipinos the pursuit of justice remains unresolved.

What do you think of America and the Bud Dajo Massacre? Let us know below.

Now read Felix’s article on Henry Ford’s calamitous utopia in Brazil: Fordlandia Here.

References

https://www.kcl.ac.uk/events/the-bud-dajo-massacre-and-the-savage-way-of-war

https://rarehistoricalphotos.com/moro-insurgents-1906/

https://en.wikipedia.org/wiki/First_Battle_of_Bud_Dajo

http://mnlfnet.com/Articles/Editorial_03Mar2015_Memorandum%20to%20Pres%20Barrack%20Obama.htm

https://web.archive.org/web/20171110224826/http://philippinesnewsonline.com/index.php/show/news/43/Politics/september-05-2016/President-Duterte-reminds-us-of-1906-Bud-Dajo-massacre-by-the-US-troops

http://news.abs-cbn.com/news/09/12/16/duterte-us-forces-in-mindanao-must-go

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The tragic sinking of the Titanic is surely one of the most infamous naval stories. The ship, the largest afloat at the time, sank in the icy waters of the North Atlantic on April 15, 1912. To this day it remains the most deadly peacetimes inking of such an ocean liner. Richard Bluttal explains.

The Titanic leaving Belfast, Northern Ireland. Here the ship was guided by tugs as part of sea trials.

1:45 AM- April 15, 1912 Atlantic Ocean

Number 2, an emergency cutter, is launched under the command of Fourth Officer Boxhall. Aboard are some twenty people.

Number 11 is lowered with some 50 people aboard.

Number 4 is readied for launch. Madeleine Astor, some five months pregnant, is helped onto the boat by her husband, John Jacob Astor. When Astor asks if he may join her, Second Officer Lightoller—who has strictly followed the order of women and children first—refuses. Astor does not press the issue and steps away. His body will later be recovered.

The Merchant Shipping Act of 1894 required the largest-class ships, those weighing over 10,000 tons, to carry at least sixteen lifeboats. Even though the Titanic, which launched in 1911, weighed 45,000 tons, that minimum was the same. The Titanic carried twenty lifeboats, giving it enough capacity for roughly half of the people on board the night the ship sank. The prevailing thinking at that time was that the ship itself would serve as a gigantic lifeboat. Nearly everyone believed that even a heavily damaged vessel would remain afloat for many hours before sinking. That would allow plenty of time for the lifeboats to go back and forth several times, ferrying passengers to nearby ships.

On April 10, 1912, the Titanic set sail on its maiden voyage, traveling from Southampton, England, to New York City. Nicknamed the “Millionaire’s Special,” the ship was fittingly captained by Edward J. Smith, who was known as the “Millionaire’s Captain” because of his popularity with wealthy passengers. Indeed, onboard were a number of prominent people, including American businessman Benjamin Guggenheim, British journalist William Thomas Stead, and Macy’s department store co-owner Isidor Straus and his wife, Ida. In addition, Ismay and Andrews were also traveling on the Titanic. Unsinkable, that is what most people thought. The actual title of “unsinkable” was bestowed on her by the press on both sides of the Atlantic, so impressed were they at the emphasis on safety evident in her design. Titanic was in fact built to the highest safety standards of her day. Every known possibility was considered, and that was just the problem. Titanic was well-protected against any of those possibilities (collisions and groundings, primarily), but no one ever thought that a huge liner might suffer fatal damage colliding with an object that was not a ship way out at sea where no rescue ships were nearby.

Iceberg

Titanic struck a North Atlantic iceberg at 11:40 PM in the evening of 14 April 1912 at a speed of 20.5 knots (23.6 MPH). The berg scraped along the starboard or right side of the hull below the waterline, slicing open the hull between five of the adjacent watertight compartments. If only one or two of the compartments had been opened, Titanic might have stayed afloat, but when so many were sliced open, the watertight integrity of the entire forward section of the hull was fatally breached. Titanic slipped below the waves at 2:20 AM on 15 April.

Thomas Andrews, the ship's designer, happened to be on board that night and was able to observe the rate at which the forward compartments were filling with water. Being intimately familiar with Titanic's design, he knew that she could not float with five watertight compartments breached, and so all he had to do was figure out roughly how long it would take for the fifth compartment to fill, because water would then spill over into the sixth, and so on.

His exact words to Captain Smith were "She's going to founder. It's a mathematical certainty. We have perhaps two hours. Not more."

The story of the Titanic tragedy is one of many questions but not necessarily answers that satisfy the facts we know. William Hazelgrove has taken what we know and added a new and important context: wireless radio, in his book One Hundred and Sixty Minutes The Race to save the RMS Titanic, the time It took from the collision with an iceberg to the final sinking of the Titanic. I will be examining the final 30 minutes and thanks to Mr. Hazelgrove be including portions of his amazing book.

This is what we know for the first 130 minutes of the collision.

  • 11:40 PM
    The starboard side of the Titanic scrapes along the iceberg.
    Captain Smith arrives on deck and is told that the ship has struck an iceberg. Shortly thereafter he is informed that the mail room is filling with water. Other reports soon come in of water in at least five of the ship's compartments.
    Designer Thomas Andrews surveys the damage. The Titanic was built to remain afloat with only four compartments flooded. Andrews predicts that the ship has only about one to two hours before sinking.

April 15, 1912

  • 12:00 AM
    The lifeboats begin to be readied for launch. An order is later given for women and children to board first, with crewmen to row and guide the boats.
  • 12:15 AM
    Captain Smith orders Phillips and Harold Bride to send out a distress signal. The Frankfurt is among the first to respond, but the liner is some 170 nautical miles (315 km) away, to the south. Other ships also offer assistance—including the Titanic's sister ship the Olympic—but are too far away.
  • 12:20 AM
    The Carpathia receives a distress signal from the Titanic: “Come at once. We have struck a berg. It's a CQD, old man.” The Cunard liner immediately changes course to aid the stricken ship some 58 nautical miles (107 km) away. It will take the Carpathia more than three hours to arrive.
    Passengers waiting to enter lifeboats are entertained by the Titanic's musicians, who initially play in the first-class lounge before eventually moving to the ship's deck. Sources will differ on how long they perform—until shortly before the ship sinks, according to some.
  • 12:45 AM
    Number 7 on the starboard side is the first lifeboat lowered. It carries some 27 people even though it has room for 65. Many of the first lifeboats will be launched well below capacity, partially because of the crewmen's worry that the davits would be unable to hold a fully loaded lifeboat. In addition. The Titanic fires the first of eight distress rockets. A ship has been sighted less than 10 nautical miles (18.5 km) away, but the crew is unable to contact it through telegraph or Morse lamp. The rockets also prove unsuccessful.
    Crewmen aboard the Californian see the rockets but fail to determine their source.
  • 12:55 AM
    Number 5 is the second lifeboat to leave the Titanic. As it is being lowered, two male passengers jump into the boat, injuring one of the female occupants.
    Number 6 is launched, containing passenger Molly Brown and lookout Fleet. The lifeboat is commanded by Quartermaster Robert Hichens, who was at the wheel when the Titanic struck the iceberg.
  • 1:00 AM
    Number 3 is lowered. It carries approximately 39 people, 12 of whom are part of the ship's crew.
    Water is seen at the base (E deck) of the Grand Staircase.
    Number 1 is launched with only 12 people; it can hold 40.
  • 1:10 AM
    Number 8 is among the first lifeboats lowered on the port side. It is launched with only 28 people, including first-class passenger Lucy Noël Martha, countess of Rothes, who will later man the tiller. Isidor and Ida Straus are offered seats in the boat
  • 1:20 AM
    Number 10 is launched. Among the occupants is nine-week-old Millvina Dean, who will become the last living survivor of the disaster; she will die in 2009 at the age of 97.
    Number 9 on the stern starboard side is lowered. With some 56 people on board, it was nearly full. One of the occupants is American businessman Benjamin Guggenheim's alleged mistress.
  • 1:25 AM
    Possibly not understanding the direness of the situation, the Olympic radios: “Are you steering southerly to meet us?” The Titanic responds: “We are putting the women off in the boats.” While still hours away, the Olympic will be informed by the Carpathia of the Titanic's sinking.
    Number 12 is lowered with about half of its seats empty. However, it will eventually carry more than 70 people.
  • 1:30 AM
    Amid the growing panic, several male passengers try to board number 14, causing Fifth Officer Harold Lowe to fire his gun three times. He is later placed in command of the boat. After the sinking of the Titanic, Lowe will transfer people into lifeboats 4, 10, 12, and collapsible D so he can return to look for survivors in the water. Phillips continues to send out distress calls with growing desperation: “Women and children in boats. Cannot last much longer.”
    Number 13 is launched and is soon followed by number 15, which holds many third-class passengers. As it is being lowered, number 15 nearly lands on number 13, which has drifted under it. However, the crewmen in number 13 are able to cut the launch ropes and row to safety.
  • 1:35 AM
    Number 16 is launched.
  • 1:40 AM
    Collapsible C is lowered. Among its occupants is White Star chairman J. Bruce Ismay. Although he will later claim that no women or children were in the area when he boarded the lifeboat, others will refute that assertion. His not to go down with the ship will result in many branding him a coward.

FINAL 30 MINUTES 1:50AM

On Sunday night, wireless operator Joseph Cannon was Listening to the news from Cape Race to put into Monday’s onboard newspaper on the Russian East Asiatic Company vessel Birma. Cannon was twenty-four and had just married before taking his position as junior wireless officer on the 4,859-ton Birma. The static filled his headphones and then cleared. “CQD-SOS from MGY. We have struck an iceberg sinking fast come to our assistance. Position Lat 41 46 N. Cannon wrote down the message, recording the corrected position the Titanic was sending out. He didn’t know the call letters of the ship but woke up Ward, who immediately sent back. “MGY, what is the matter with you? SBA.” 2 Phillips tapped back. “Ok. We have struck iceberg and sinking, please tell captain to come. Joseph Cannon read the words, not believing what he saw. “MGY is the new White Star Liner Titanic—Titanic-OM DFT.”6 The ship started to vibrate beneath the two men, and they understood then they were going to attempt to rescue the largest ship in the world.

What Jack Phillips and Harold Bride didn’t know as they tapped out the last wisps of electric current with the water rising all around them and the wireless room inverting like a rocket about to be launched was that the Parisian was only fifty miles away, but her wireless operator, Donald Sutherland, had gone to bed after spending all day trying to get assistance for the steamer Deutschland, which was disabled. Captain Haines had ordered Sutherland to bed at 10 p.m. The two wireless operators didn’t know the closest ship was the Californian with its sleeping Captain Lord and two officers on the bridge watching the Titanic sink. They didn’t know the Mount Temple was nosing around the far side of the ice field with crew and passengers watching the Titanic blast off her rockets while her captain refused to enter the ice.

FINAL 20 MINUTES 2 AM

On the Californian, the closest ship to the Titanic, Captain Lord was stretched out in the chart room with his arms crossed. There was no way that Captain Lord was going to take his ship into the ice.

The only lifeboats that remain on the Titanic are three of the collapsible boats. The Titanic's bow has sunk low enough that the stern's propellers are now clearly visible above the water.

Crewmen lower collapsible lifeboat D from the roof of the officers' quarters. More than 20 people are in the boat.

As the Titanic's bow goes under, collapsible A is washed from the deck. Some 20 people managed to get into the boat, which is partly filled with water. By the time Lowe in number 14 comes to their aid, only 12 are alive. Three bodies are left in the boat, which will be discovered a month later by the Oceanic.

As crewmen try to release collapsible B, it falls, and, before it can be righted, it is swept off the Titanic. Some 30 men find safety on the still-overturned lifeboat, including wireless operator Bride and Second Officer Lightoller. The men will later be taken aboard numbers 4 and 12.

Captain Smith releases the crew, saying that “it's every man for himself.” Smith is reportedly last seen on the bridge. His body will never be recovered.

FINAL 10 MINUTES 2:10AM

Between 2:10 and 2:15 Bride had gone one final inspection of the ship to access his and Phillips chances of finding a lifeboat. Water was seeping in the wireless room with Phillips still working and his ankles were covered with the water. Phillips continued squeezing every bit of electricity out of his wireless set.

Third class passengers were like ants rising as far as they could go topside. “the crystal chandeliers of the a la carte restaurant hung at a crazy angle, but they still burned brightly, lighting the fawn panels of French walnut and the rose-coverewd carpet. Now the only real music heard was that of the smashing dishes and tables sliding across room.”

Bride draped his life jacket over his friend’s shoulders. Both men dashed out of the wireless room. They found the lasts collapsible boat (B) on the boat deck. Bride would tell a reporter later that “Phllips ran aft, and that was the last time I saw him alive.” A large wave came off the deck and carried Bride into the boat which was upside down when it hit the water, if he was to stay alive in the this upside boat he had to halt his breathing for he was under water.

FINAL TWO MINUTES

The lights on the Titanic go out, plunging the ship into darkness.

As the Titanic's bow continues to sink, the stern rises higher out of the water, placing great strain on the midsection, and the ship breaks in two between the third and fourth funnels. Reports would later speculate that it took some six minutes for the bow section, likely traveling at approximately 30 miles (48 km) per hour, to reach the ocean bottom.
The stern momentarily settles back in the water before rising again, eventually becoming vertical. It briefly remains in that position before beginning its final plunge.

The oarsmen lay on their oars and all in the lifeboat were motionless…. And then as we gazed awe struck, she tilted up slowly, revolving apparently about a center of gravity just astern of the midships, until she attained a vertically upright position, and there she remained—motionless! As she swung up, her lights, which had shone without a flicker all night, went out suddenly, came on again with a single flash, then went out altogether. And as they did so, there came a noise… partly a roar, partly a groan, partly a rattle, and partly a smash…. It went on successively for some seconds, possibly fifteen to twenty, as the heavy machinery dropped down to the bows of the ship.

The stern disappears into the ocean, and the Titanic is gone.

Water pressure allegedly causes the stern, which still has air inside, to implode as it sinks. The stern lands some 2,000 feet (610 meters) from the bow.

Hundreds of people are in the freezing water. Although there is room in most of the lifeboats, crewmen are fearful that the boats will be swamped. Several boats eventually return, but too late. A few people are pulled to safety, but most die of exposure.
Over the next several hours, numerous ships try in vain to contact the Titanic. At one point, the Birma's wireless operator, believing that he has heard the liner, sends a message: “Steaming full speed to you; shall arrive you 6 in morning. Hope you are safe.”

Titanic sank with over 1,500 passengers and crew still on board. Almost all of those who jumped or fell into the sea drowned or died within minutes due to the effects of cold shock and incapacitation. RMS Carpathia arrived about an hour and a half after the sinking and rescued all of the 710 survivors by 09:15 on 15 April, some nine and a half hours after the collision. The disaster shocked the world and caused widespread outrage over the lack of lifeboats, lax regulations, and the unequal treatment of third-class passengers during the evacuation. Subsequent inquiries recommended sweeping changes to maritime regulations, leading to the establishment in 1914 of the International Convention for the Safety of Life at Sea.

What do you think of the sinking of the Titanic? Let us know below.

Now read Richard’s piece on the history of slavery in New York here.

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The U.S. submarine campaign in the Pacific during World War II is well known. However, less is known about the Japanese anti-submarine force that faced the U.S. submarines during the war. Daniel Boustead tells us about the Japanese campaign here.

U.S. submarine ace Richard H. O’Kane (right) being awarded the Medal of Honor by US President Harry S. Truman (left) in March 1946.

During World War II, the Japanese had important wins against the Allies. These wins were attributable to some well-developed technology, weapons, and tactics. The Japanese were also helped along by several American blunders. The Japanese anti-submarine force was more effective than previously thought.

The Imperial Japanese Navy’s anti-submarine forces killed or captured two out three of the top three American Submarine Aces during World War II. The Japanese patrol craft P-34 captured top American submarine ace Richard H. O’Kane between October 24th and October 25th, 1944, when O’Kane’s sub-USS Tang was sunk by a circular run of its own torpedoes(1). O’Kane was the top U.S. Sub Ace with 27 ships sunk(11). He would end up at the Ofuna P.O.W. Camp and the Omori P.O.W. camp in Japan for the rest of the war(12).

The Japanese also killed Number 3 American Sub Ace Dudley “Mush” Morton on October 11th, 1943 after Japanese airplanes sunk Morton’s Sub U.S.S. Wahoo. A total of over 60 depth charges and 40 bombs were expended against the sub at the Le Perouse Strait(13). Dudley “Mush” Morton had sunk 19 Japanese Ships(14).

The Japanese anti-submarine campaign was beginning to have a negative effect on the American submarine crewmen’s morale. For example, U.S.S. Harder Exec Tim Lynch said of his skipper Sam Dealey “Sam was showing unmistakable signs, of strain,”, (15). Lynch continued, “He was becoming quite casual about Japanese anti-submarine measures. “Once, on the previous patrol, I found Sam in a sort of state of mild shock, unable to make a decision” (15).

Technology and tactics

By contrast the Allies were only able to capture or kill one out of three of Nazi’s Germany Top U-Boat Aces during World War II. The British captured Otto Kretschmer on March 17th, 1941, after the British Destroyer HMS Walker brought Kretschmer’s boat U-99 to the surface after a long depth charge attack(2). Kretschmer was the Third Reich Top Scoring Ace with 47 ships sunk. He sent 274,418 tons of shipping to the bottom(3).

A total of 52 out of 288 U.S. subs that were commissioned were lost by the end of war. By September 2nd, 1945, the loss rate was 18.06%(17). The Japanese sunk 41 out of 52 lost U.S. subs while they were on war patrol or due to enemy action. The other 11 were lost by various other causes.

The Japanese success can be attributed to technology and tactics. First, Japan’s radio direction finder network was very well developed(18). The Japanese were able to intercept almost all U.S. radio transmissions, except for very low or very high frequency calls. Thus, the Japanese could fix the position of a submarine transmitting on the surface within an area of about 100 square miles. This provided a means of keeping tabs on the U.S. subs in various areas, the number on patrol, and the general distribution in the Pacific. Japanese underwater listening gear was also excellent and echo ranging destroyers were always a threat to U.S. Subs. In the fall of 1943, the Japanese High Command organized the Grand Escort Fleet, along with an air escort squadron specifically designed to protect convoys against submarines.

By 1944, the Japanese radio detection system was growing more effective each month. Japanese Radio detection system was so successful it could intercept communications between subs in an American wolf pack. In addition, Japanese anti-submarine forces were now equipped with electronic devices that could sense U.S. radar beams coming their way and could therefore detect American boats in the vicinity. The effect of Japanese electronic devices forced O’ Kane to keep his radar searches to a minimum and then only in short bursts(16). This development compromised O ‘Kane’s stealth.

Lastly, by early 1944, the Japanese had depth charges with an explosive charge of 1,000 lbs. These weapons could be set to explode at depth exceeding 600 feet (17). In 1944, they were using new airborne radar in their night searches of U.S. subs. U.S. Subs were often subjected to night attacks by the Japanese while they recharged their batteries on the surface. Japanese planes carried standard bombs that were modified for use as an anti-submarine warfare weapon. Small planes were loaded with 150-pound bombs and larger aircraft dropped 625- pound bombs. The bombs were equipped with delayed-action fuses , which were set to explode at predetermined depth (16).

By 1944, the Japanese also began to organize anti-submarine air squadrons. The Japanese around the same time , were putting up extensive anti-submarine minefields. These were planted in the hundreds in many areas where a U.S. submarine would be operating. The Japanese mined these areas all the time. This made it very difficult for the Americans to locate the mines. During much of the war many submarines were lost trying to locate Japanese minefields. By losing a submarine, it was the only reliable way for them to locate a Japanese minefield (16).

American mistakes

Beyond the technology and tactics, the Japanese campaign was helped along by two important American mistakes. First, the Bureau of Ordnance made a fatal mistake right before the war. They did not test fire the Mark VI magnetic exploder, which was used on the warhead section of Mark XIV steam driven torpedo (4).The decision was made out of secrecy and as a cost cutting measure. The Bureau of Ordnance claimed that their Mark VI magnetic exploder would only need one to shot to work. In actuality, U.S. submarines would fire six shots directly at the target, and it would still not work. Instead, torpedoes, weighted down by the magnetic exploder would either run too deep, explode prematurely (because of the intense magnetic field of the target), or fail to explode if they reached the target. The magnetic exploder was at fault for the first two short comings, while faulty contact exploder pins were responsible for the last problem. Consequently, American submarines would pursue daring attacks, only to see their torpedo wakes bubble under a target or prematurely detonate, giving away their position (5). This problem was so bad that not until October 1943, over 21 months after the start of hostilities, could American submariners put to sea and know that their torpedoes would actually work (6).

Even after this point, there was still cases where there were fatal torpedo faults that would cost lives. American submarine torpedoes would sadly sometimes do a dreaded a circular run where they would turn back and hit their submarine instead of hitting the target. This was fatally demonstrated between October 24th and October 25th 1944 , when a circular of run of torpedoes sunk U.S.S. Tang commanded by top U.S submarine ace O’Kane (7). This incident was exploited by the Japanese Anti-Submarine forces who picked up O’Kane and his crew (8). According to what he told his Japanese captors, the Destroyer U.S.S. Pruitt and his first Submarine the U.S.S. Argonaut were equipped with equipment to prevent circular runs (9). However early in the war, for unknown reasons, the Bureau of Ordnance had done away with anti-circular run devices aboard American Submarines and American Destroyers. It was during O’Kane’s interrogation with his Japanese captors, that he stated his sub U.S.S. Tang was not the first victim of this fatal design flaw. Had the torpedoes been functioning properly the U.S. submarine force would have sunk more Japanese ships.

The second major mistake for the Americans occurred when an intelligence leak seriously compromised the secrecy of the U.S. submarine force. Congressmen Andrew Jackson May, a 68-year-old member of the House Military Affairs Committee, returned from a junket to the Pacific in the summer of 1943 and held a press conference (10). In that press conference, “He pointed out that the Japanese claims of sinking U.S. subs were overstated, because their depth charges were set to go off too shallow. U.S. subs could avoid them by diving deep, perhaps deeper than the Japanese thought them capable” (10). The newspaper reports of this catastrophic blunder reached Japan and its Navy reset their depth charges accordingly. The Commander of U.S. sub forces Charles A. Lockwood was enraged by this congressional leak. Privately, Admiral Lockwood blamed Congressmen May’s bombast for the loss of U.S. submarines and lives (10). An incensed Lockwood wrote to a colleague: “I heard Congressmen May say the depth charges are not set deep enough. He would be pleased to know (they) set them deeper now.” (10) Later Lockwood wrote, “I consider that indiscretion cost us ten submarines and 800 officers and men”(10). How deeply a U.S. Submarine could dive was a closely held secret prior to this incident.

Conclusion

The Japanese anti-submarine campaign had important successes owing to strong radio direction technology. They were also assisted by great weapons, tactics, and other technologies. However, they were significantly aided by U.S foibles. Ultimately, the end of the war was brought about with the atomic bomb attacks and the Soviet Intervention in the Pacific War. The Japanese surrender cannot be attributed to the American submarine campaign.

What do you think of Japanese anti-submarine warfare in World War 2? Let us know below.

Now, you can read World War II history from Daniel: “Did World War Two Japanese Kamikaze Attacks have more Impact than Nazi V-2 Rockets?” here, “Japanese attacks on the USA in World War II” here, and “Was the Italian Military in World War 2 Really that Bad?” here.

Bibliography

Gruner, William P. U.S. Pacific Submarines in World War II. San Francisco Maritime National Park Association-2010. https://archive.hnsa.org/doc/sbinpacific.htm.

Holwitt, Joel Ira. “Execute Against Japan”: The U.S. Decision to Conduct Unrestricted Submarine Warfare. College Station: Texas. Texas A& M University Press-William-Ford Military History Series. 2009.

Keith, Don. Undersea Warrior: The World War II Story of “Mush” Morton and the USS Wahoo. United States of America. Caliber Press. 2011.

Paterson, Lawrence. Otto Kretschmer: The Life of the Third Reich’s Highest Scoring U-Boat Commander. Annapolis: Maryland. Naval Institute Press. 2018.

Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006.

References

1 Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006. 315-318 and 334.

2 Paterson, Lawrence. Otto Kretschmer: The Life of the Third Reich’s Highest Scoring U-Boat Commander. Annapolis: Maryland. Naval Institute Press. 2018. 194-204.

3 Paterson, Lawrence. Otto Kretschmer: The Life of the Third Reich’s Highest Scoring U-Boat Commander. Annapolis: Maryland. Naval Institute Press. 2018. 257.

4 Holwitt, Joel Ira. “Execute Against Japan”: The U.S. Decision to Conduct Unrestricted Submarine Warfare. College Station: Texas. Texas A& M University Press-William-Ford Military History Series. 2009. 162.

5 Holwitt, Joel Ira. “Execute Against Japan”: The U.S. Decision to Conduct Unrestricted Submarine Warfare. College Station: Texas. Texas A& M University Press-William-Ford Military History Series. 2009. 162-163.

6 Holwitt, Joel Ira. “Execute Against Japan”: The U.S. Decision to Conduct Unrestricted Submarine Warfare. College Station: Texas. Texas A& M University Press-William-Ford Military History Series. 2009. 163.

7 Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006. 315-318.

8 Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006. 334.

9 Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006. 338.

10 Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006. 164-165.

11 Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006. 393

12 Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006. 354 and 389.

13 Keith, Don. Undersea Warrior: The World War II Story of “Mush” Morton and the USS Wahoo. United States of America. Caliber Press. 2011. 263-268

14 Keith, Don. Undersea Warrior: The World War II Story of “Mush” Morton and the USS Wahoo. United States of America. Caliber Press. 2011. 312.

15 Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006. 299

16 Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006. 243-244.

17 Gruner, William P. U.S. Pacific Submarines in World War II. San Francisco Maritime National Park Association-2010. https://archive.hnsa.org/doc/sbinpacific.htm.

18 Tuohy, William. The Bravest Man: Richard O’Kane and the Amazing Submarine Adventures of the USS Tang. New York: New York. Presidio Press. 2006. 163-164.

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Pirates have played a key role on the seas for many centuries; however, many of their impacts are less known and less romantic than is portrayed in many films. Here, Martin Mumper considers some unexpected aspects of the role of piracy in the Atlantic slave trade.

Captain Henry Morgan, circa 1680.

ew words in history conjure such an iconic image as the word “pirate.” Pirates, particularly the pirates of the “Golden Age,” capture our imagination and exemplify our ideals of freedom. As a perfect example of this cultural popularity, a CNBC article published in 2021 has the Pirates of the Caribbean franchise as number thirteen on its list of the highest-grossing film franchises, having generated $4.5 billion since the debut of the first movie in 2003.(1) Thanks to these popular movies, shows like Black Sails (Starz)and The Lost Pirate Kingdom (Netflix), and books like Treasure Island, our image of pirates and their way of life is not always accurate. In the defense of The Lost Pirate Kingdom it is at least presented as more of a dramatic documentary, covering the true events of the “Golden Age of Piracy.” Regardless of the source, names like Edward “Blackbeard” Teach (or Thatch), Sam Bellamy, and Benjamin Hornigold are well known in popular culture, as is their so called “republic” (a misnomer that I will cover in another article). But there is a connection that often goes less noted: piracy and the slave trade.

Slavery emerges

First, let’s set the foundation. The “discovery” of the New World opened land for European colonization and exploitation. This notion was not long in coming; Columbus introduced sugarcane during his second voyage to the New World. It grew well in the climate of the Caribbean and sugar was a highly prized commodity in Europe. The issue was not in the growing, but in finding the labor to work the plantations. Indigenous Caribbeans like the Taino, Arawak, and Caquetio peoples were quick to succumb in the face of European diseases. Indentured servants, though readily available, had difficulty adapting to the Caribbean climate. Some even attempted using indigenous peoples from New England following the Pequot and King Phillip’s wars.(2) Luckily for planters (not so much for the millions affected by the subsequent practice) there was a ready made solution already being practiced. Sugarcane was already being grown and processed in Madeira, the Azores, and the Canary Islands, having been introduced by Arabs and adopted by the Portuguese. During the 1440s the Portuguese had taken over the capturing, then buying, of slaves from African traders on the west coast. These enslaved people were already accustomed to the climate found in the Caribbean, has some natural immunity or resistance to equatorial diseases, and were not Christians.(3) Voila, the Atlantic slave trade is born.

I will not beat the dead horse of pirate formation too much, as other authors and articles have covered that topic. Pirate crews were a motely bunch, and incidentally a remarkable instance of cultural melding. Escaped slaves and unemployed Europeans from all social strata found themselves serving on crews equally. Slavery then became a particularly profitable enterprise for pirates. Slave ships were loaded with money and those looking to escape their current situation. This included the crews of slave ships. Disease, poor hygiene, bad food, and tough discipline were norms aboard slave vessels. Slaves and sailors alike often leaped at the opportunity for the democratic freedom offered by piracy. As the development of plantations in the Caribbean progressed English sugar planters became the richest members of British society, building immense wealth off the backs of slave labor. The slave trade quickly became a particular target for pirates.

Slaves who became pirates

Due to pirate crews’ inclusive nature, there are several documented instances of formerly enslaved people serving on board pirate vessels. Blackbeard had five Black men serving in his crew at the time of his death in 1718. According to “Captain” Charles F.L. Johnson these men were tried and hung with the rest of Blackbeard’s crew in Virginia.(4) In 1722 pirate Bartholomew Roberts was killed in a battle with the HMS Swallow. Approximately 250 men were captured by the victorious Royal Navy, including 75 formerly enslaved men. Captains were even willing to believe slaves over their masters in some instances. Captain Henry Morgan, upon capturing the city of Maracaibo in 1669, interrogated and tortured prisoners in his search for treasure, including an elderly Portuguese man who had been reported as rich by a slave.(5) This indicates Morgan’s willingness to accept the word of a presumed slave over that of a European prisoner. One of the most infamous pirates, Sam Bellamy, captured the slave ship Whydah and used it for his own in 1716. Based on testimony of his victims it is believed there were somewhere between thirty and fifty Black men in Bellamy’s crew. When the ship was wrecked in a nor’easter off of the coast of Cape Cod in 1717 only two men survived. One was Welshman Thomas Davis, the other a half Native American named John Julian.(6) This perfectly illustrates the inclusive nature of pirate crews.

The end of the age

For all intents and purposed the “Golden Age of Piracy” gradually disappeared by 1726 following the defeat of Roberts. Piracy did not end altogether, but the romanticism and profit had waned. During its height it is estimated that nearly one-third of pirate crews were black, likely liberated slaves.(7) The planters and slavers of the early eighteenth century, their profits being impacted significantly by piracy, pushed the Crown to crackdown on piracy. Once pirates were no longer preying on slave ships, and there was no romantic pirate life beguiling captains and crew to piracy, the slave trade boomed. In 1720 approximately 24,780 slaves were transported from Africa to the Americas. By 1725 that number had increased to 47,030. The rest of the eighteenth century saw a steady rise in slave importation into the Americas; the average for the first quarter was 33,000, increasing to 45,000 in the second, and up to 66,000 in the third.(8) Piracy and the slave trade were intricately intertwined throughout the late seventeenth and the early eighteenth centuries. Without the introduction of African slavery to the Caribbean and the Americas, piracy would have likely stayed a minor nuisance of maritime trade. The flip side of that coin is that without piracy to check the slave trade, it clearly boomed. Though it is often overlooked with the recent popularity of pirates, the picture of the “Golden Age of Piracy” cannot be considered complete without including its importance in limiting the slave trade.

What do you think of slavery and piracy? Let us know below.

Now read about the Golden Age of Piracy here.

Bibliography

Calloway, Colin. New Worlds For All: Indians, Europeans, and the Remaking of Early America. Baltimore, Maryland: The Johns Hopkins University Press, 2013.

Exquemelin, Alexander. The Buccaneers of America. Amsterdam: Jan ten Horn, 1678. Translated by Alexis Brown, 1969. http://www.loc.gov/flash/pagebypage/buccaneers/bookBorder.html.

Johnson, Charles F. L. The Lives and Adventures of Sundry Notorious Pirates. New York: Robert McBride and Company, 1922.

Sanders, Richard. “Pirates and the Middle Passage.” Times Higher Education, March 23, 2007. https://www.timeshighereducation.com/features/pirates-and-the-middle-passage/208336.article.

Standage, Tom. A History of the World in 6 Glasses. New York: Walker Publishing Company, 2005.

Webster, Donovan. ”Pirates of the Whydah,” National Geographic. May 1999. https://www.nationalgeographic.com/whydah/story.html.

Whitten, Sarah. “The 13 highest-grossing film franchises at the box office.” CNBC. January 31, 2021. The 13 highest-grossing film franchises at the box office (cnbc.com).

References

1 Sarah Whitten, “The 13 highest-grossing film franchises at the box office,” CNBC, (January 31, 2021), The 13 highest-grossing film franchises at the box office (cnbc.com), accessed 3/8/2023.

2 Colin Calloway, New Worlds For All: Indians, Europeans, and the Remaking of Early America, (Baltimore, Maryland: The Johns Hopkins University Press, 2013), 104.

3 Tom Standage, A History of the World in 6 Glasses, (New York: Walker Publishing Company, 2005), 102.

4 Charles F. L. Johnson, The Lives and Adventures of Sundry Notorious Pirates, (New York: Robert McBride and Company, 1922), 48.

5 Alexander Exquemelin, The Buccaneers of America, (Amsterdam: Jan ten Horn, 1678) Translated by Alexis Brown, 1969, ) http://www.loc.gov/flash/pagebypage/buccaneers/bookBorder.html, accessed 3/8/2023.

6 Donovan Webster, ”Pirates of the Whydah,” National Geographic, (May 1999), https://www.nationalgeographic.com/whydah/story.html, accessed 3/8/2023.

7 Richard Sanders, “Pirates and the Middle Passage,” (Times Higher Education, March 23, 2007), https://www.timeshighereducation.com/features/pirates-and-the-middle-passage/208336.article, accessed 3/8/2023.

8 Sanders, “Pirates.”

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The 19th century was a time of great change in America. Over the century the American population grew significantly and the the economy developed across the American continental landmass from the Atlantic to the Pacific. As the economy grew, more recognisably modern companies came into being. Here, Richard Bluttal returns and considers whether leaders of some of the largest companies were robber barons or captains of industry: Cornelius Vanderbilt, Andrew Carnegie, J.P. Morgan, and John D. Rockefeller.

John D. Rockefeller in 1895.

On February 9, 1859, Henry J. Raymond, editor of the New York Times, said something strange about Cornelius Vanderbilt. Raymond didn’t like Vanderbilt, a steamship tycoon with such a vast fleet he was known as the Commodore, then the highest rank in the United States navy. In an editorial titled “Your money or your line,” Raymond blasted him for taking a large monthly payment from the Pacific Mail Steamship Company in return for Vanderbilt’s foregoing competition on the sea lanes in California. “Like those old German barons, who from their eyries along the Rhine, swooped down upon the commerce of the noble river and wrung tribute from every passenger that floated by,” Raymond wrote,” Mr.Cornelius Vanderbilt …..has insisted that the Pacific Company should pay him toll, taken of all of America that had business with California.” Though Raymond never used the phrase “robber barron”, his editorial was the first known of the metaphor in American journalism. This phrase conjures up greedy individuals running around destroying competitors, and rigging the market. What is strange is that this is not what Raymond meant. Raymond attacked Commodore for pursuing a “competition for competition’s sake, competition which crowds out legitimate enterprises.

Large enterprises

Starting in the middle of the nineteenth century the first true enterprises began to emerge. After the Civil War, geography and the idea of entrepreneurship influenced the growth and expansion of the United States. As the United States transformed into an industrial society with little regulation of business, it was possible for small numbers of men to dominate crucial industries. The five keys to America’s industrial success were; superabundance of land and precious resources, excellent natural and manmade systems of transportation, invention and technology, a growing supply of labor, and superb industrial organization. Its soil, forests, wildlife and minerals provided the basis for economic activity for its early peoples. Tribes followed buffalo on the Great Plains, others developed economics based on woodland game, marine animals or fish from its many rivers and two oceans. In the 1800’s settlers found cooper, lead, gold, silver nickel and zinc far below beneath the soil, the country was rich in these minerals and had immense deposits of high quality ore, great resources of petroleum and in the West a natural treasury of gold, silver and cooper. As to our natural resources, there were huge amounts of fossil fuels, coal and natural gas reserves. The internal natural waterways became the fastest way to transport goods, cities sprang up such as New Orleans on the Mississippi river and Chicago on Lake Michigan. Cities like Boston and Philadelphia developed as trading centers at transportation crossroads. Moving west, cities developed across the landscape. Physical features influenced growth of cities- St. Louis at the juncture of the Mississippi and Missouri rivers. In the late 1800s better means of transportation encouraged concentration of industries in cities, all fueled by the abundance of natural resources. One major influence that drove America’s technological development was the spectacular expansion of the nation’s boundaries, population, and economy. The territorial size of the United States quadrupled from 1800 to 1900, a nation spanning the continent from Atlantic to Pacific. Within these decades we acquired Florida from Spain and the Oregon Territory from Great Britain. In 1869 we purchased Alaska from Russia and then the Hawaiian Islands. The census of 1800 recorded a total population of 5.3 million people; by 1900, the United States was home to more than 75 million. The need to connect and supply this expansive nation encouraged the development of innovations in transportation, communication, and manufacturing.

Over the course of the late 1800s, entrepreneurs like Cornelius Vanderbilt, Andrew Carnegie, John D. Rockefeller and J.P. Morgan helped to shape the growth of American industry. Some people saw them as Captains of Industry because they were inventive, hardworking and led the way in the rise of American business. Others saw them as Robber Barons because they were ruthless and self-centered entrepreneurs whose aggressive business practices destroyed the smaller competitors and drove many companies out of business. The men who were called robber barons were often portrayed in a positive light, as “self-made men” who had helped build the nation and in the process created many jobs for American workers. However, the public mood turned against them in the late 19th century. Criticism from newspapers and social critics began to find an audience. And American workers began to organize in great numbers as the labor movement accelerated.

Events in labor history, such as the Homestead Strike and the Pullman Strike, intensified public resentment toward the wealthy. The conditions of workers, when contrasted with the lavish lifestyles of millionaire industrialists, created widespread resentment.

Even other businessmen felt exploited by monopolistic practices as it was virtually impossible to compete in some fields. Common citizens became aware that monopolists could more easily exploit workers.

There was a public backlash against the lavish displays of wealth often exhibited by the very wealthy of the age. Critics noted the concentration of wealth as evil or weakness of society, and satirists, such as Mark Twain, derided the showiness of the robber barons as “the Gilded Age.”

Cornelius Vanderbilt

As a boy, the younger Vanderbilt worked with his father on the water and attended school briefly. When Vanderbilt was a teen, he transported cargo around the New York harbor in his own periauger. Eventually, he acquired a fleet of small boats and learned about ship design. Cornelius Vanderbilt initially made his money in the steamships business before investing in railroads. In 1817, Vanderbilt went to work as a ferry captain for a wealthy businessman, Thomas Gibbons, who owned a commercial steamboat service that operated between New Jersey and New York. The job provided Vanderbilt the opportunity to learn about the burgeoning steamship industry. In the late 1820s, he went into business on his own, building steamships and operating ferry lines around the New York region. Shrewd and aggressive, he became a dominant force in the industry by engaging in fierce fare wars with his rivals. In some cases, his competitors paid him hefty sums not to compete with them. (Throughout his life, Vanderbilt’s ruthless approach to business would earn him numerous enemies.)

Vanderbilt fervently believed in laissez-faire economics, using it to great advantage in crushing his rivals. After a lifetime on the sea, he shifted all focus to railroads in 1863. Cornelius Vanderbilt gained control of most of the railroad industry. He offered rebates to customers and refused service for people traveling on competing railroad lines. He lowered the rates on his railroad in order to gain more business. He drove competing railroad companies out of business and bought up their railroad lines. Small railroads were swallowed up by Vanderbilt’s massive corporation. Vanderbilt led the drive for consolidation and gained control of most of the railroad business. Vanderbilt also tried to “corner”, or completely control, the stock in the Erie Railroad Company, leading to a dispute between railroad millionaires. He encouraged these battles because he usually won and benefitted. His control of the New York railroad system led to the development of what is now Grand Central Station, and one of the nation’s first giant corporations, N.Y. Central & Hudson River Railroad. Vanderbilt also used his money to help others. He donated money to colleges and universities and helped to develop churches. He lived modestly, but his children built a number of mansions (many on Long Island), which came to symbolize what was known as the “Gilded Age.”

Andrew Carnegie

In 1892 Andrew Carnegie’s steel mill in Homestead, PA was threatened to grind to a halt over a worker’s strike. Workers wanted to unionize over incredibly unsafe working conditions, and Carnegie didn't want this because it meant shorter hours for the workers, which would result in less steel being produced, and would cost him money. As a result he sent his most trusted assistant to Homestead to deal with the situation. Mr. Frick decided to hire Pinkertons to protect the plant from any strikers who may destroy the factory. Pinkertons were armed guards who were mostly former soldiers, and were viewed as a paid military force. They were known to be tough for anyone who hired them.

Below are the letters from Frick to Carnegie

My Dear Mr. Carnegie, I have arrived in Homestead in investigate the labor strike, and things are as good as they could be right now. I have hired 300 Pinkerton to protect the plant against any striking workers who may damage it. They will arrive on Tuesday, and should quell any unrest. The local newspaper is not reporting the current labor situation favorably, and seem shocked that we would attempt to guard and protect our property! In response I had an article published in all of this evenings papers alerting them of our response to the strike, and I think that our position within the community is well defined. We shall, of course, keep within the law, and do nothing that is not entirely legal. Yours truly, Mr.Frick

Frick, Cable just received. All anxiety gone since know you stand firm. Never employ one of these rioters. Let grass grow over work. Must not fail now. You will win easily. Next trial only stand firm. Law and order work. I could support you in any form. (Western Union Cable Message from Scotland.

With the arrival of the Pinkertons on July 6, violence immediately broke out. Strikers were throwing rocks at the armed Pinkertons, and they fired back into the crowd with their guns. In response 5,000 men from a neighboring mill arrived at Homestead to help defend the fallen workers. This event turned so chaotic that the state militia had to be called the following day to try to end the violence. By July 18 the entire town was placed under martial law. In the end 12 were killed, 23 wounded, and the Homestead plant remained without a union. Carnegie’s reputation was permanently damaged by the Homestead events.

Andrew Carnegie helped build the formidable American steel industry, a process that turned a poor young man into the richest man in the world. In 1865, Carnegie helped form the Keystone Bridge Company, a company that replaced wooden railroad bridges with steel. After meeting Henry Bessemer, the inventor of a new iron-to-steel converter, on a trip to England in 1873, he became convinced that the future of American industry was in the manufacture and use of steel. On his return to Pittsburgh, he built the J. Edgar Thomson Steel Mill near Pittsburgh using the ideas being developed by Bessemer in England. The "Carnegie Empire" was born. In 1899, Carnegie consolidated all of his holdings into the Carnegie Steel Company, making it the largest steel company in the world. In 1901, he sold the company to J.P. Morgan's United States Steel Company for $250 million, and from that point on, Carnegie devoted himself full-time to his various philanthropic projects.

At a time when America struggled -- often violently -- to sort out the competing claims of democracy and individual gain, Carnegie championed both. He saw himself as a hero of working people, yet he crushed their unions. One of the most successful entrepreneurs of his age, he railed against privilege. A generous philanthropist, he slashed the wages of the workers who made him rich.

J.P. Morgan

One of the most controversial figures of the 19th century was J.P. Morgan, a banker and financier who was instrumental in the formation of several major corporations. While Morgan was incredibly wealthy and influential, there is debate over whether he should be classified as a robber baron or a captain of industry. Those who view Morgan as a robber baron point to his involvement in the creation of monopolies, his manipulation of the stock market, and his ruthless business practices. However, others argue that Morgan was simply a product of his time and that he helped to fuel America’s economic boom in the late 19th century. Ultimately, the debate over whether Morgan was a robber baron or a captain of industry is a complex one. However, there is no denying that he was one of the most important and controversial figures of his time.

His millionaire father, Junius, made his fortune by investing other people’s money and helped found modern investment banking. When John Pierpont, or JP, was a child, Junius had him handle a million dollars in cash, however, there is no denying that he was one of the most important and controversial figures of his time.

JP Morgan wastaught early to avoid risk. Morgan escaped military service during the Civil War by paying $300 to a substitute to fight for him. During the war he bought five thousand rifles at $3.50 each and sold them on at $22 apiece. The rifles were `defective and some shoot off the thumbs of the soldiers, firing at them. Later, a congressional committee noted this but a federal judge upholds the deal and Morgan is exonerated.

At face value, Morgan contributed greatly to American industry. He invested in Thomas Edison and the Edison Electricity Company; helped to create General Electric and International Harvester; formed J.P. Morgan & Company; and gained control of half of the country’s railroad mileage. He also created the first billion-dollar company, U.S. Steel. At one point in his life, he was a board member of as many as 48 corporations. However, Morgan engaged in some unethical and anticompetitive practices to ward off competition. For example, he was believed to head a money trust that controlled the banking industry and was commonly considered a figurehead of Wall Street. He also created a monopoly by slashing the workforce and their pay to maximize profits while eliminating the competition. Workers’ wages were often as low as a dollar a day or less, and conditions for employees were poor, with increased fatalities even as wages grew.

Despite the numerous negatives associated with how Morgan built his wealth, some of his actions did benefit the United States and society. For example, his wealth was so vast that he was able to help bail out the federal government twice during an economic crisis, first in 1895 and again in 1907.

John D. Rockefeller

Industry during this time could not have expanded so quickly in the United States without the nation’s rich supply of natural resources. In 1859, Americans discovered oil as a valuable new resource. Titusville, Pennsylvania, where the first oil strike occurred, brought hundreds of prospectors to western Pennsylvania in search of oil. Among those was John D. Rockefeller. He did not choose to drill for oil, but instead built an oil refinery to purify the oil so that it can be used. Rockefeller believed competition was wasteful and used his profits to buy up other refineries, creating Standard Oil Company of Ohio. He was a brilliant entrepreneur yet shrewd businessman. He did whatever he could to get rid of his competition, including slashing his prices to drive out rival oil companies. He forced railroad companies, who wanted his business, to give him secret rebates and lower his shipping costs. He had an advantage over his competitors. Rockefellers Standard Oil Trust created a monopoly over the oil industry, controlling almost 95% of oil refineries. Although criticized by journalists for his corrupt business practices, he was able to improve his public image throughout his life by philanthropy or giving his money away to charitable causes. He funded organizations and churches that assisted freedmen in the south. He also created colleges and universities for African-Americans. He also provided money to medical institutions.

What do you think of the article? Let us know below.

Now read Richard’s piece on the history of slavery in New York here.

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On March 25, 2021, the Modern Greek State celebrated the 200th anniversary of the War of Independence, which ultimately led to its establishment. It is thus an excellent opportunity to reconsider some of the main events of Greek history over these 200 years and how they shaped the character of modern Greece.

This series of articles on the history of modern Greece started when the country was celebrating the 200th anniversary of the War of Independence. In 1922 Greece suffered probably the worst catastrophe of its modern history and the decades that followed brought political instability, economic crisis, and foreign intervention. But, as Thomas Papageorgiou explains, clientelism caused significant issues in the country.

You can read part 1 on ‘a bad start’ 1827-1862 here, part 2 on ‘bankruptcy and defeat’ 1863-1897 here, part 3 on ‘glory days’ 1898-1913 here, and part 4 on ‘Greeks divided’ 1914-22 here.

Eleftherios Venizelos in 1935. He was Prime Minister of Greece multiple times.

The previous article of this series on the history of modern Greece concluded the discussion of the first 100 years after the beginning of the War of Independence in 1821. According to G. B. Dertilis we find ourselves at the end of the third period of bankruptcies and wars (1912-1922) – the first being 1821-1880 and the second 1880-1912. Two more will follow (1923-1945 and 1946-2012). (Dertilis, 2020, pp. 11-17) The proposed cyclability indicates specific features present in modern Greece that significantly hinder the escape from the vicious cycles described by Dertilis. (Dertilis, 2020, p. 29) Here I will discuss these features and describe how they affected the developments in Greece during the interwar period. Clientelism is proposed as the main source of Greece’s problems. But let’s start with one of its consequences, that will better suit us to present the major events of this period: namely, division and civil war.

I Division & civil war

Division and civil war are present in modern Greek history already since the War of Independence. (Papageorgiou, History Is Now Magazine, 2021) The latest quarrel we examined that once more divided the Greeks was that between the prime minister Venizelos and king Constantine. (Papageorgiou, History is Now Magazine, 2022) The division to Venizelists and anti-Venizelists continued even after the king’s resignation, following the catastrophe of the Asia Minor Campaign in September 1922, and eventual death three months later in Palermo.

This period of modern Greek history starts with a gruesome event in November 1922, which is known as ‘the execution of the six’. These were leading figures of the anti-Venizelists including former prime minister Dimitrios Gounaris, that defeated Venizelos in the elections of 1920 preceding the disaster in Asia Minor. The execution took place under a military regime led by the Venizelist colonel Nikolaos Plastiras following a revolt of the defeated Army in September 1922. Despite international reactions calling for an annulment of the execution, Venizelos, at the time negotiating piece terms with Turkey in Lausanne as representative of the dictatorship in Greece (Mavrogordatos, 2019, p. 29), did very little to prevent it. (Dafnis, 1997, pp. 25-35)

The Treaty of Lausanne (Wikipedia, 2022) marked the end of the Great Idea aspirations for Greece (Papageorgiou, History Is Now Magazine, 2021) bringing the country to its current borders, more or less, as the Dodecanese would be the last territorial gain of modern Greece after the end of World War II. The loss of the territories in Asia Minor and especially Eastern Thrace caused the nagging even of some officers within the military regime like major general Theodoros Pangalos, who criticized Venizelos’ handling. (Dafnis, 1997, p. 65) In fact, it was not unusual for members of the Venizelist or anti-Venizelist space to change sides because of a political disagreement or pure interest.

It was this mixture of political disagreement on an electoral law that favoured the Venizelist candidates in the elections prepared by the regime for December 1923 (Mavrogordatos, 2019, pp. 33-34) and disappointment of officers feeling ignored by the Plastiras’ regime that led to a counter-revolt in October 1923. (Dafnis, 1997, p. 129) This was soon crushed by the Venizelists. The latter found the opportunity to purge the army from their rival officers (Mavrogordatos, 2019, p. 34) and as the palace identified itself with anti-Venizelism to rid themselves of the successor king George II. After the elections of December 1923, from which the anti-Venizelists abstained (Mavrogordatos, 2019, p. 35), the National Assembly declared the fall of the dynasty and the establishment of unreigned democracy on the 25 March 1924. (Mavrogordatos, 2019, p. 38)

This decision was further supported by a referendum held in April (70% for the unreigned democracy) (Dafnis, 1997, p. 262) but the anti-Venizelist leader Tsaldaris expressed his reservations for the new status quo. Thus, under the pretext of the protection of democracy, prime minister Papanastasiou passed a law aiming at the silencing of the anti-Venizelist propaganda with severe punishments imposed by military courts. (Mavrogordatos, 2019, p. 42) In his book, Mavrogordatos points out the similarity of the establishment of the unreigned democracy in Greece with that of the Weimar Republic in Germany as the result of the opportunistic partnership of the Liberals (Social – democrats in Germany) with the military. (Mavrogordatos, 2019, p. 39)

Indeed, the grip of the military on the Greek political life during this period is marked by 43 different interventions between 1916 and 1936. (Veremis, The Interventions of the Army in Greek Politics 1916-1936, 2018, pp. 291-299) Soon after the handover of the government to the politicians in December 1923, major general Pangalos came to power by force in June 1925 exploiting the reluctance of the government and of the leaders of the political parties to act decisively against him. In fact, he managed to obtain a vote of confidence from the parliament and to give this way a lawful mantle to his government. (Veremis, The Interventions of the Army in Greek Politics 1916-1936, 2018, p. 162) His turn towards the anti-Venizelists worried the democratic officers and following a series of blunders in domestic and foreign policy, including an invasion in Bulgaria on the occasion of a border incident involving the killing of three Greeks by the Bulgarians, he was finally removed from government and imprisoned in August 1926. (Mavrogordatos, 2019, pp. 45-47) He remained in prison till July 1928, when the Venizelists ordered his release. (Dafnis, 1997, p. 350)

The year 1928 marks the return of Eleftherios Venizelos himself to the premiership. Before that, Greece was under ‘’ecumenical government’’ following a public demand for, at last, collaboration between the parties, after the fall of Pangalos’ dictatorship (Mavrogordatos, 2019, p. 48) This did not last long though and, apart from some success in laying the groundwork for a sound economic policy (Dafnis, 1997, p. 395), it did not do much to cure the schism between the rival factions. Eventually, the Venizelists won a striking victory during the elections of August 1928: 226 out of 250 seats in the parliament. (Mavrogordatos, 2019, p. 54)

Venizelos’ new term was one of the longest in modern Greek history lasting for 52 months till November 1932. His government is credited with the approach to Italy, that, under Mussolini briefly occupied the island of Corfu in August 1923 (Dafnis, 1997, pp. 83-125), Yugoslavia and Turkey, the retainment of good relations with the Great Powers, and especially Great Britain, the settlement of the war reparations after World War I to the benefit of Greece, an extensive investment program in new infrastructure mostly in the new lands (that is territories added to Greece after 1912), a satisfactory financial situation with consecutive surpluses of the state budget, the strengthening of the rural credit with the creation of the Agricultural Bank, an educational reform focusing on the reinforcement of the productive occupations, the establishment of the Council of State to restrict government arbitrariness, and the continuation of the effort for the integration and assimilation of the refugees that flooded Greece after the Asia Minor catastrophe in 1922. (Dafnis, 1997, pp. 463-514)

One of Venizelos’ statements though, after his stunning victory in 1928, is characteristic of his intentions towards the opposition at that time. ‘The People of Greece made me a parliamentary dictator’, he said to his wife. (Mavrogordatos, 2019, p. 57) Thus, the most famous law of this time was that of summer 1929 ‘against the pursue of the implementation of ideas aiming at the overthrow of the social regime’. (Mavrogordatos, 2019, p. 58) It was introduced against the declared views of the Communist Party, although there was never a real communist threat during the interwar period (Dafnis, 1997, p. 505) (the Communists never received more than 5-6 % of the votes at the elections that took place between 1926 and 1936). (Mavrogordatos, 2019, p. 29) Nevertheless, it served, indiscriminately, the purpose of suppressing public protest during Venizelos’ term and later as well. (Mavrogordatos, 2019, p. 58)

The global economic crisis of 1929, that undermined Venizelos’ ambitious program, led to his call for the formation of an ecumenical government in March 1932, (Mavrogordatos, 2019, p. 59) but the failure, once more, of Venizelists and anti-Venizelists to reach a compromise rendered any such attempt short lived and a failure. Short lived was also Venizelos’ last government in January 1933 and he was finally defeated in the elections of March 1933. (Mavrogordatos, 2019, p. 64)

The military branch of the Venizelists did not take this development well. The former colonel Plastiras, leader of the army revolt in 1922 (see above), now a Lieutenant General, attempted to militarily cancel the passing of power to the anti-Venizelists. He failed and had to flee abroad in April to avoid the consequences. It is suggested that Venizelos did not act decisively to cancel Plastiras’ plans or that he even ordered the action. (Dafnis, 1997, pp. 620-622) Nevertheless, he was not prosecuted.

The fact that Venizelos was not prosecuted by the parliamentary and judicial authorities does not mean that he was spared from the vengeful fury of the anti-Venizelists. On the night of the 6th of June 1933, a cinematic attempt on his life took place, when he was returning to Athens from dinner at a friend’s house in Kifissia. Venizelos escaped, but during the manhunt involving the car carrying Venizelos and his wife, his bodyguards’ car, and the attackers’ car, one of his guards was killed, his driver was seriously wounded, and his wife suffered minor injuries. (Dafnis, 1997, pp. 636-640)

The acute confrontation between the two factions continued for twenty months after the assassination attempt. The sources of tensions included a systematic government: i) cover-up of the assassination attempt, ii) manipulation of the command of the army to end its control by Venizelist-democratic elements, iii) effort to change the electoral law to its benefit, iv) disregard of parliamentary procedures. (Mavrogordatos, 2019, p. 68) Eventually, in March 1935, Venizelos poured fuel on the flames backing an insurrection across northern Greece and the islands. It failed and Venizelos fled into exile in Paris. He died a year later. (Heneage, 2021, p. 178)

The failed coup gave the anti-Venizelist the opportunity to lead in front of a court martial 1,130 Venizelist members of the army, politicians, and civilians. Sixty of them were sentenced to death of which 55 had already escaped abroad. Of the remaining five, two were finally pardoned and three were executed including generals Papoulas and Koimisis, protagonists during the trial that led to the ‘execution of the six’, that had never been forgotten by the anti-Venizelists. Nevertheless, the latter avoided a wider purge to avoid a prolonged conflict. Furthermore, the executions met the opposition of France and Great Britain. (Dafnis, 1997, pp. 772-779)

The same way that a successful Venizelist coup led to the fall of the dynasty in 1924, the unsuccessful coup of 1935 led to its restoration. In fact, it took yet another coup, within the anti-Venizelist ranks this time, led by lieutenant general Kondilis, for the recall of king George II. The restoration was confirmed with a Soviet-style highly questionable referendum, held in November 1935, that gave it 97.8 % of the votes. (Dafnis, 1997, p. 803) The king pardoned the participants in the March coup and elections were called for January 1936. (Dafnis, 1997, pp. 811-814)

Venizelists and anti-Venizelists emerged from the elections as equals. Although this was indicative of the public will for a coalition government (Dafnis, 1997, p. 816), the two factions once again failed to work together. Furthermore, the contacts of both with the Communist Party (Mavrogordatos, 2019, p. 81), holding 5.76 % of the votes and 15 sits in the parliament (Dafnis, 1997, p. 815), for the formation of a government backed by communist votes caused worries in the army. Thus, the king appointed in March major general Ioannis Metaxas, who we have met before as an emblematic figure of the pro-royalists and the anti-Venizelist ranks, minister of the military to restore discipline. (Dafnis, 1997, p. 818) He was promoted to the premiership the next month, when the prime minister Demertzis died suddenly of a heart attack. Public unrest and the need for seamless war preparation, as the clouds of war were gathering over Europe, provided Metaxa with the arguments that persuaded the king to allow for a dissolution of the parliament and the suspension of civil liberties in August. (Dafnis, 1997, p. 837) So began the 4th of August Regime.

The 4th of August Regime was Greece’s rather unconvincing experiment in fascism. There were, for example, organizations like the National Youth Organization, promoting self-discipline for the boys and preparing girls to be dutiful mothers, anti-communism propaganda and political arrests, but at the same time Metaxas was not racist and repealed some of the anti-Semitic legislation of previous regimes. (Heneage, 2021, pp. 179-180) Furthermore, the king remained strong and autonomous (Mavrogordatos, 2019, p. 85) and the country was not linked to the Axes Powers. On the contrary, Metaxas was a supporter of Great Britain. (Mavrogordatos, 2019, p. 90) Thus, when, on the night of 28 October 1940, the Italian ambassador Grazzi demanded that Greece surrender key strategic sites or else face invasion, Metaxas answered in French, the language of Democracy, ‘Non’, No, in Greek, ‘Ochi’. (Heneage, 2021, p. 183) Greece was at war. Again.

II Clientelism

For division and civil war to flourish, one needs at least two factions, in the case presented here Venizelists and anti-Venizelists, each with members ready to do whatever is necessary to prevail. This, in return for specific benefits. The phenomenon is called clientelism – namely, the distribution of benefits by politicians and political parties to their supporters in return for their votes, campaign contributions and political loyalty. (Trantidis, 2016, p. xi)

The origin of clientelism in modern Greek history goes back to the Ottoman occupation. Indeed, Ottoman oppression strengthened the importance of the family as an institution that more securely guaranteed the protection of its members, relatives, and friends. (Veremis, The Interventions of the Army in Greek Politics 1916-1936, 2018, p. 287) The phenomenon expanded when the newly founded modern Greek state, as we have seen in the previous parts of this series, failed to create institutions that would earn the trust of its citizens. Everyday experience taught that a relationship with a powerful patron was better guarantee of service than trust in an indifferent state apparatus. Thus, the individual was connected to the institutions of power through some powerful patron-mediator in order to promote his interest rather than waiting for the state institutions to function properly. (Veremis, The Interventions of the Army in Greek Politics 1916-1936, 2018, pp. 278-279)

Although individual clients are, more or less, powerless, they can form networks and become important and valued for their patrons. Clients may be members of formally autonomous social institutions such as labor unions. Through this membership, they undertake overlapping roles: they are both political clients claiming individual patronage benefits and members of an organization claiming ‘collective’ or ‘club’ goods. Rather than isolated individuals, clients organized in party bodies, trade unions or other professional organizations can find in them the infrastructure by which they could hold patrons accountable. (Trantidis, 2016, p. 12)

Thus, for the interwar period studied here, the phenomenon of clientelism was probably most profound in the army. Already before the Balkan Wars, the then crown prince Constantine had created a small entourage of officers, which he promoted based not so much on their military performance but mostly on their loyalty to the dynasty. (Veremis, The Interventions of the Army in Greek Politics 1916-1936, 2018, p. 21) The ten years war period from 1912 to 1922, though, created a plethora of officers forged at the battlefield, outside of the military academy in Athens and the king’s cycle. In fact, by 1922 these officers made three quarters of the officer’s corpse. (Veremis, The Interventions of the Army in Greek Politics 1916-1936, 2018, p. 102) Probably the most astonishing example of rise in the army ranks during this period was the mutineer Plastiras, whom we met in the previous section, and who had started his career as corporal back in 1903.

For the conscripts that made it to the officers ranks the army also became a means of livelihood, but when the wars were over, they had the fewest guarantees of permanence (or further promotion). Thus, patronage was particularly important for those officers that came from the ranks of the reservists. (Veremis, The Interventions of the Army in Greek Politics 1916-1936, 2018, p. 102) The officers that could not find a patron within the royalists’ ranks, naturally, turned to the Venizelist – democratic space for protection.

It is certainly a paradox that parties competing for parliamentary rule within a nominally democratic framework possess military client-branches and that that they use these branches dynamically to influence the election process or even to overturn its results, when considered unfavorable. In fact, from the 43 military interventions between 1916 and 1936 only two presented the army as a supporter of liberal reform, a defender of the country’s territorial integrity and a punisher of those responsible for a national catastrophe. These were the revolt of the National Defense Committee in Thessaloniki in 1916 (Papageorgiou, History is Now Magazine, 2022) and the army’s revolt of 1922 discussed above. Both gained national significance and were supported by a large portion of the public. The rest were only intended to serve private interests or were an expression of discontent of some military faction. (Veremis, The Interventions of the Army in Greek Politics 1916-1936, 2018, p. 280)

It should be noted though that the officers do not always work in coordination with their political patrons. Movements like that of 1922, when the military for the first time fully assumes the exercise of government, contribute to the emancipation of some military factions from political patronage towards an autonomous claim of the benefits of power. (Veremis, The Interventions of the Army in Greek Politics 1916-1936, 2018, pp. 118-119)

The effect of clientelism on the social, political, and economic life in Greece has been discussed in more detail recently, because of the most recent economic crisis that started in 2010. Thus, we will return to it when recounting later periods of modern Greek history. Before I close this short reference to the subject here though, I further note that clientelism should not be seen as a political choice that is alternative to campaign strategies that seek to attract voters with programmatic commitments and ideology. In addition, clientelism must not be seen simply as a strategy of vote buying. Instead, organized clientelism, as described above, strengthens the capacity of political parties to recruit groups as campaign resources in order to appeal to voters via the conventional means of programmatic and ideological messages. (Trantidis, 2016, p. 10)

Clientelism as a method of political mobilization creates a strong preference for a political party in government to preserve policies that cater to clientelist demands and avoid policies that could limit the allocation of benefits and resources to their clients. (Trantidis, 2016, p. 17) This, in turn, limits the capacity for reform, especially during political and economic crises, as politicians in a highly clientelist system will try to preserve clientelist supply as much as possible. (Trantidis, 2016, p. 19) This will help us understand the problems of the Greek economy presented in the next section.

III Economy in crisis

Although the ten-year war period, between 1912 and 1922, ended with a catastrophe, interwar Greece was different from Greece before the Balkan Wars. Its population and territory had doubled: before the war Greece was made up of 2,631,952 inhabitants and its territory amounted to 63,211 square kilometers. By 1920 the population reached 5,531,474 and its territory 149,150 square kilometers. Finally, the census of 1928 recorded 6,204,684 inhabitants and a territorial expanse, after the catastrophe of the Asia Minor Campaign and the settlements that followed, of 129,281 square kilometers. (Kostis, 2018, pp. 272-273) Of course, most of these gains had already been achieved by 1913 and the expansion of the war period, including internal turmoil, to 1922 simply postponed the integration of the new territories to the country and its economy. Not only that, but it made it more difficult as by the end of the war the country was left much poorer and in a much less favorable international position.

The situation was made worse by the arrival in Greece of more than 1.2 million refugees as the result of the uprooting of the Greek communities in the East, following the defeat of the Greek army there. (Mavrogordatos, 2019, p. 157) The number represented 20 percent of the total national population and the country had to import significant quantities of goods in order to meet the emergency needs of these new populations. (Kostis, 2018, p. 279)

The arrival of the refugees was decisive for the ethnic homogeneity of Greece though. Following the treaty for the obligatory exchange of populations signed between Greece and Turkey in Lausanne in January 1923, and another one, this time for an exchange on a voluntary basis, between Greece and Bulgaria earlier, in 1919, 500,000 Muslims and 92,000 Bulgarians left Greece in the period that followed. (Kostis, 2018, p. 275) Thus, about 70% of the refugees that remained in Greece (about 200,000 left Greece to seek their fortunes elsewhere (Kostis, 2018, p. 275)) was settled in rural areas of Macedonia and Thrace taking up the fields and the houses of the Turks and Bulgarians that left. (Mavrogordatos, 2019, pp. 159-160)

The properties of the minorities that left Greece though could make for no more than 50% of what was necessary for the refugees in the rural areas. The other 50% came from a significant reform under the military regime of Plastiras in February 1923. That was the obligatory expropriation of the large country estates and real estate in general, without the requirement that the owners be fully compensated first. (Mavrogordatos, 2019, pp. 30, 369-373) This Bolshevik-like approach created many small owners in the countryside and actually kept the refugees away from the grasp of the Communist Party that additionally adopted the policies of the Communist International and promoted the autonomy of Macedonia and Thrace. (Mavrogordatos, 2019, pp. 383-391)

In fact, as the catastrophe of the Asia Minor campaign took place under anti-Venizelist rule and the rehabilitation and assimilation of the refugees is credited to the Venizelists, most of the refugees became clients of the Venizelist parties affecting the results of elections to a significant degree. (Mavrogordatos, 2019, pp. 134-140,152,154 ) Indeed, when a small percentage of the refugees abandoned the Venizelist camp in 1933, it reshaped the political balance and eventually led to an anti-Venizelist victory.

One more conclusion can be drawn at this point. The inability of a clientelist state for reform explains why, in several cases, this (the reform) comes from authoritarian regimes or dictatorships, like that of Plastiras that brought the agricultural reform. Consequently, these regimes remain practically unchallenged by the political establishment, like that of Metaxas after 1936 (Dafnis, 1997, pp. 880-881), that introduced a full social security plan and imposed compulsory arbitration in labor disputes to prevent social unrest. (Veremis & Mazower, The Greek Economy (1922 - 1941), 2009, p. 85) In any case, for reform or private interest (see section II), the collaboration between the politicians and the military officers (often based on a patron – beneficiary, that is clientelism, relationship) explains also why many military interventions went practically unpunished or why amnesty was very often granted to the protagonists during the periods of modern Greek history we covered so far.

The agricultural reform alone was not enough to settle the refugee’s problems. The country was lacking raw materials, equipment, and the necessary infrastructure to integrate the new territories to the state. As usual, Greece resorted to external borrowing to cover these needs. A 12,000,000-franc loan was granted to Greece on humanitarian grounds by the Refugee Settlement Commission under supervision of the League of Nations to be spent on rehabilitating refugees (Kostis, 2018, p. 279). Venizelos’ investment program (see section I) between 1928 and 1932 also increased the external national dept from 27,8 billion drachmas to 32,7 billion drachmas. (Veremis & Mazower, The Greek Economy (1922 - 1941), 2009, p. 77) This insured that a disproportionately large portion of the national budget would be used for debt payments: 25.6% of public revenue in 1927-28, 40.7% in the following year, while in the last of Venizelos’ four years the figure settled at 35%. These figures left little room for flexibility in the government’s budget. (Kostis, 2018, p. 286)

Flexibility was further reduced by the fact that more than 100 years after the establishment of the modern Greek state 70-80% of the country’s export profits was still coming from the cultivation of currant and tobacco. (Veremis & Mazower, The Greek Economy (1922 - 1941), 2009, pp. 77-78) The industry’s share to the GDP increased from 10% in 1924 to 16% in 1939, nevertheless, this development was carried out under protectionism conditions and did not introduce qualitative improvements in the Greek industry that would prepare it for international competition. (Veremis & Mazower, The Greek Economy (1922 - 1941), 2009, p. 87) Both remarks are indicative of the effect of clientelism on the lack of economy reforms and as an observer put it, positive developments in economic growth were more the result of the efforts of individual cultivators and industrialists rather than of a planned government policy. (Veremis & Mazower, The Greek Economy (1922 - 1941), 2009, p. 84)

Eventually, one more of the vicious cycles of the Greek economy, proposed by Dertilis (Dertilis, 2020, p. 29), was repeated in the interwar period. Once again it started with war or preparation for war (military spending took 18% of the GDP between 1918 and 1822 (Dertilis, 2020, p. 99)) and culminated to the suspension of national dept servicing on 1 May 1932. The government also abandoned the gold standard, and the value of the drachma began to fluctuate freely. Strict measure for limitations on currency followed that would affect the Greek economy for many decades. (Kostis, 2018, p. 287)

The Greek economy then turned inwards and seeked to develop by exploiting its domestic resources and more centralized forms of economic management made their appearance as the state took on a leading role. The economy recovered, but this recovery did not solve the country’s economic woes. (Kostis, 2018, p. 287) By 1937, the deficit in Greece’s trade balance reached 5,649 million drachmas. A year later, Greece imported three quarters of the raw materials used by its industry, one third of the cereals needed for domestic consumption and significant amounts of machinery and capital goods. By March 1940, the nominal public dept had reached 630 million dollars, equivalent to 9.25% of the national income for Greece (this reflected to a great extent the prevailing situation till 1932, as since then borrowing was significantly reduced) compared to 2,98% for Bulgaria, 2,32% for Rumania, and 1,68% for Yugoslavia. (Veremis & Mazower, The Greek Economy (1922 - 1941), 2009, pp. 88-89) Military spending was reduced to 6.2% of the GDP between 1934 and 1939 (Dertilis, 2020, p. 99) but the imminent second world war did not allow for further reductions. In fact, at the end of 1939, when the war in Europe began, the Greek government spent an additional amount of 1,167 million drachmas for military purposes. This unexpected expense burdened the state budget by 10%. Between July 1939 and October 1940, when Italy attacked Greece, the circulation of banknotes increased from 7,000 million to 11,600 million drachmas and the wholesale price index increased by 20%. (Veremis & Mazower, The Greek Economy (1922 - 1941), 2009, p. 90)

Thus, the Italian attack in October 1940 found Greece’s economy in a fragile state and as is very often the case, an economy in crisis invites foreign intervention. (Dertilis, 2020, p. 29)

IV Foreign intervention

Foreign intervention refers basically to that of the Great Powers of the time (Great Britain, France, Russia, Austria – Hungary, the German Empire/Germany, Italy, and the United States of America). That is because the interaction of modern Greece with its Balkan neighbors was rather antagonistic, if not hostile, and more often than not determined by the dispositions of the Great Powers. (Divani, 2014, σσ. 82 - 119) Exception is the short period of the Balkan Wars, when skillfully chosen alliances with its Balkan neighbors resulted in the doubling of Greece’s territory at that time. (Papageorgiou, History is Now Magazine, 2022) A significant improvement in the relation with its neighbors, Albania, Yugoslavia, Italy and Turkey, was also achieved, again under the premiership of Venizelos, between 1928 – 1932, allowing for a significant cut in military spending to the benefit of investments in infrastructure and the rehabilitation of the refugees. (Divani, 2014, pp. 207-208) (see also section I above). In fact, a treaty of friendship was signed between Greece and Turkey in October 1930.

It goes without saying that state characteristics like the ones presented previously (division, civil war, economy in crisis) facilitate, if not invite, foreign intervention. Furthermore, the term (‘foreign intervention’) is perceived, in most cases, with a negative sign. It is synonymous to the limitation (or even loss) of a state’s sovereignty at the interest of a foreign power. Nevertheless, let us remember, at this point, some cases of foreign intervention that we have come across in this series on the history of modern Greece: i) at a critical point of the War of Independence, when defeat seemed imminent, the combined fleets of Great Britain, Russia and France defeated the Ottoman-Egyptian forces at Navarino Bay and later signed the Protocol of London granting autonomy to Greece (Papageorgiou, History Is Now Magazine, 2021), ii) the first territorial expansion of Greece to the Ionian Islands came as a ‘dowry’ to the new king George I in 1864, (iii) the second territorial expansion of Greece to Thessaly in 1881 came after the Great Powers intervened to revise the Treaty of St Stefano and cancel the creation of the ‘Great Bulgaria’, and (iv) when Thessaly was retaken by the Ottomans after the Greek defeat in the 1897 Greco-Turkish war the Powers once again intervened to keep Greece’s territorial losses to a minimum. (Papageorgiou, History is Now Magazine, 2021)

Are we then to conclude, following the previous remarks, that foreign intervention was out of pure concern for the well-being of Greece? By no means. Great Britain’s intervention at Navarino, together with France and Russia, intended to the limitation of the latter’s influence in the region. That is why immediately afterwards Great Britain worked to preserve the integrity of the Ottoman Empire by keeping Greece’s original territory very limited. The Ionian Islands were also given to Greece at a period when their value for Great Britain was deemed limited and under the condition that they would be rendered demilitarized. The limitation of Russia’s influence in the Balkans was also behind the revision of the Treaty of St Stefano. And there were also cases, as for example during the Asia Minor Campaign, that the Great Powers simply abandoned Greece to suffer a disastrous fate. (Papageorgiou, History is Now Magazine, 2022) Thus, the remark that foreign intervention is synonymous to the limitation (or even loss) of a state’s sovereignty at the interest of a foreign power remains valid. Indeed, with some exceptions, e.g. during the Balkan Wars, Greece failed to keep its fate in its own hands. The previous discussion serves only to show that foreign intervention was also positive when, by mere chance, foreign interests coincided with those of Greece.

But is it generally easy for a small state to draw an independent policy? Certainly not. Things are even worse though, when clientelism governs its political, social, and economic life. In fact, during the interwar period, the small states had the chance to participate to an international forum where, for the first time, instead of being subjected to the decisions of the Great Powers, they could, even to a small extent, co-shape them. This was the League of Nations (LoN). (Divani, 2014, p. 134)

Greece’s initial experiences with the first global intergovernmental organization, founded in 1919, were not good though. When Italy invaded Corfu in August 1923 (see section I) the LoN did very little to contain Mussolini. This was the first indication of the flaws of the LoN that eventually failed to work effectively against the fascist aggression that culminated to the Second World War. On the contrary, when Greece, under Pangalos’ dictatorship invaded Bulgaria (see section I) the LoN moved swiftly to condemn and punish it. The feeling of injustice was strong, but Greece, once again at a weak spot, could not do much to expose the handlings of the LoN. It needed the latter for technical and financial support for the rehabilitation of the refugees following the disaster of the Asia Minor Campaign. (Divani, 2014, pp. 159-173)

Indeed, as the former prime minister A. Michalakopoulos’ put it in 1929, regarding the work of the LoN in Greece: ‘if the State attempted to do the work of the Refugee Settlement Commission the errors would be tenfold, and the work imperfect, and there would be multiple embezzlements and the costs would be greater’. (Mavrogordatos, 2019, p. 138) This was because the LoN took special interest in ensuring that the loan money would not be spent for reasons other than the productive and developmental settlement of the refugees. The Financial Committee of the LoN also demanded reforms aiming at the stabilization and modernization of the Greek economy. (Divani, 2014, p. 242) In fact, the financial control of the LoN coexisted with the International Financial Committee controlling the Greek finances already since 1897, after the military defeat by the Ottomans following the bankruptcy of 1893. (Papageorgiou, History is Now Magazine, 2021)

International financial controls mainly aim to serve the interests of Greece’s creditors. No doubt. Nevertheless, even to this end, they often introduce necessary economic, political (and consequently even social) reforms that have been repeatedly postponed and avoided by the local political establishment as they collide with the interests of the stakeholders of the clientelist state. Thus, foreign intervention represents an alternative to authoritarian regimes for the introduction of reform (see section III). Similarly though, it is used as scapegoat from the clientelist establishment, usually under the veil of an alleged insult to national sovereignty or democracy. As such it is hated by the Greeks that, in such a way, miss (or turn away from) the real origin of their troubles. Once again: a satisfactory solution of the refugee problem would have been impossible without the help of the LoN. (Divani, 2014, p. 293) As the Refugee Settlement Commission worked independently though, keeping the available resources (especially the refugee loans) away from the grasp of the local political establishment, its work was repeatedly discredited by the press and the Greek parliament in consecutive sessions discussed accusations against it. (Divani, 2014, p. 299)

V Conclusion

At the heart of all this trouble lies clientelism. The Greeks fought the War of Independence (1821 – 1830) to free themselves from the Ottomans only to become serfs to a clientelism system that significantly hinders their ability to develop and exploit the full capacity of themselves and the resources of their country. This is because the system demands unquestionable loyalty to the party or the ‘clan’. So unquestionable that one should be prepared to harm even its fellow Greek members of the opposite ‘clan’. Thus, civil war is a phenomenon often met in modern Greek history. This often takes the classical form of armed conflict, but, more often than not, is present in the form of ‘exchanges’ in critical administration positions. Members of one ‘clan’ are usually kicked out when the next ‘clan’ comes to power and needs to ‘accommodate’ its own clients. This non-meritocratic system of course guarantees that the country almost never has the needed capacity in these positions and if this, by coincidence, happens, it is never for a long time. Thus, Greece’s ability to keep up with the signs of each time is crippled. After all, with clientelism it is never about long-term planning and reform. Thus, the often bankruptcies. Then reform comes, usually violently, from inside or the outside. Because a divided nation invites foreign intervention.

It is not to be considered that all Greeks participate or are being favored by the clientelism system. Many have individually thrived inland or abroad when they found themselves in a healthier environment. And indeed the country has made progress since its establishment. Nevertheless, I dare to say that this was and remains slow, and it was and still is more coincidental. Sometimes because its interests coincided with those of the Great Powers of the time. Sometimes because it was lucky enough to have great individuals in power.

At this point, as the period we are discussing coincides with the death of Eleftherios Venizelos, some remarks about the Cretan politician are necessary. As we have seen he was not a role model for parliamentarism. He did not hesitate to resort to arms or even divide the country when necessary. So should he be condemned as, at least at times, anti-democratic? Maybe. I propose though that, at the same time, he was simply being realistic. Venizelos knew how the system works. He saw the opportunity for Greece’s expansion and he wanted to take it. He knew that clientelism would slow things down and the opportunity might have gone missing. So he played by the real rules of the game. That of clientelism. Not “parliamentarism” or “democracy”. And if, for example, Napoleon of France squandered French power and prestige leaving France smaller than he found her and is still called ‘The Great’, (Kissinger, 2022, pp. 61-62) Venizelos was proved to be ‘Great’.

So, should the country continue to rely on chance and a few good, or even ‘Great’, men or women for its progress? That would be a great risk. Because clientelism is like the cancer developed in a certain part of the body. If not treated properly, it will soon drag the healthy parts of the body to death as well.

What do you think of the period 1923-40 in the Modern Greek State? Let us know below.

References

Dafnis, G. (1997). Greece Between Two Wars 1923-1940. Athens: Cactus Editions (in Greek).

Dertilis, G. B. (2020). Seven Wars, Four Civil Wars, Seven Bankruptcies 1821-2016. Athens: Gutenberg (in Greek).

Divani, L. (2014). The Treacherous Caress, Greece and foreigners, 1821 - 1940. Athens : Kastaniotis Rublications (in Greek).

Heneage, J. (2021). The shortest history of Greece. Exeter: Old Street Publishing ltd.

Kissinger, H. (2022). Leadership. London: Allen Lane.

Kostis, K. (2018). History’s Spoiled Children, The Formation of the Modern Greek State. London: Hurst & Company.

Mavrogordatos, G. (2019). After 1922, The continuation of the schism. Athens: Patakis (in Greek).

Papageorgiou, T. P. (2021, September 5). History is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2021/9/5/the-modern-greek-state-18631897-bankruptcy-amp-defeat#.YVH7FX1RVPY

Papageorgiou, T. P. (2021, May 16). History Is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2021/5/16/the-modern-greek-state-1827-1862-a-bad-start#.YLe-yqFRVPY

Papageorgiou, T. P. (2022, May 20). History is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2022/5/20/the-modern-greek-state-19141922-greeks-divided?rq=Papageorgiou#.Yw-AoxxBy3A

Papageorgiou, T. P. (2022, January 20). History is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2022/1/20/the-modern-greek-state-18981913-glory-days#.YhPK6JaxW3A

Trantidis, A. (2016). Clientelism and Economic Policy, Greece and the crisis. New York: Routledge.

Veremis, T. (2018). The Interventions of the Army in Greek Politics 1916-1936. Athens: Alexandria (in Greek).

Veremis, T., & Mazower, M. (2009). The Greek Economy (1922 - 1941). In T. V. (Editor), Metaxas and His Era (pp. 73-90). Athens: Eurasia Publications (in Greek).

Wikipedia. (2022). Retrieved from https://en.wikipedia.org/wiki/Treaty_of_Lausanne

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While South America did not play the largest of roles during World War 2, the countries of the region were still important. Here, we look at the role Brazil played in World War II, in particular how it helped the Allied Powers.

A Brazilian Air Force fighter plane that was damaged by Nazi Germany’s forces during World War II.

South American Country Not In Active Combat At War’s Onset

Brazil did not have its troops engaged in active combat against the Germans, Japanese and Italians (the Axis Powers) during World War II until well after the infamous attack of Pearl Harbor on December 7, 1941. However, this should not be interpreted to mean the South American country did not help in the Allied effort nor converse with the United States until its troops hit the ground.

For example, Natal, located in the northeastern part of South America, was approximately 1,600 miles from Dakar, Africa. This location made it a strategic place for aircraft from the United States military to use Natal as a stopover when sending war supplies to its troops in Africa during World War II. (By comparison, Rio de Janeiro, about 1,600 miles south of Natal, is approximately 3,100 miles from Dakar.)

In addition, on October 1, 1941, Brazilian leaders signed a lend-lease agreement with the United States. This allowed the North American country to send about $100 million to the South American country in military equipment and military personnel with the assurance that the funds would be used to help defend the United States if asked. Even so, Brazil tried its best to keep its army and navy out of active combat.

However, after Germany’s navy damaged at least one Brazilian ship and sunk four others, Brazil ended diplomatic relations with the country, Japan and Italy on January 22, 1942. On March 3, 1942, the United States and Brazil agreed to several mutual aid principles regarding the war. Ultimately, Brazil declared war on the Axis Powers on August 22, 1942.

From then onwards, the Brazilian troops (often referred to as the Brazilian Expeditionary Force or BEF) “was not a colonial force, as were the British Indian units, or a Commonwealth military, such as Canada, New Zealand, or South Africa, nor a Free ‘this or that,’ such as the Polish or French contingents … [The BEF] was drawn from the army of an independent, sovereign state that voluntarily placed its men under United States command,” an author wrote in Military History.

Extent of Brazil’s Active Involvement

Nearly 2 years passed from Brazil’s declaration of war until the country’s troops saw military engagement overseas. About 25,000 members of a woefully underprepared-for-battle BEF arrived in several droves in Italy during the latter half of 1944.

Their acclimatization to their new surroundings could have been smoother. For example, their encampment was not complete upon their arrival. In addition, contrary to what the BEF was told before leaving for Italy, the BEF was not allowed to make any military decisions. These factors were among those that significantly reduced the BEF’s morale.

Regardless, the BEF (sometimes called the Smoking Cobras or Smoking Snakes as a homage to a patch on their uniforms) helped other Allied troops engage with the German Army in multiple unsuccessful attempts to capture Bologna, Italy, before Christmas 1944. At this point, the BEF took a break from active combat.

Down but not out, a series of battles during the first five months of 1945 elsewhere in Italy improved the BEF’s fortunes and morale. It helped take the municipalities of Monte Castello, Castelnuovo, Montese, Parma, Collecchio, and Fornovo, with the last battle forcing the German commander in charge to surrender on April 30, 1945. By then, the BEF had forced two generals, 800 officers and 14,700 Axis Powers troops to surrender. Two days later, the last German soldiers in Italy surrendered, and the BEF’s work was done. The entire war would be declared over later that. year.

While in Italy, the BEF lost 1,889 soldiers, 31 merchant ships, 22 fighter planes, and three warships. In addition, an estimated $21 million cruzeiros (the Brazilian currency of the time) of Brazil’s own money was spent on the war.

In Context

Perhaps some comparisons of Brazil’s efforts during World War II can be made to the financial and supply support the U.S. has provided Ukraine in its war against Russia over the past 12 months. Although the U.S. has not yet sent members of their respective military to fight on the frontlines, Ukraine’s president has called the U.S. an ally in their military effort. Moreover, other comments made by Ukraine’s president suggest that the U.S. funds, just as the monies the U.S. provided Brazil due to the 1941 lend-lease agreement, have greatly assisted Ukraine.

Other parts of Brazil’s effort during World War II may draw comparisons to those France made during the American Revolutionary War. If not for the involvement of the French, an author wrote in Proceedings of the New York State Historical Association, "it was entirely possible that the [colonies'] struggle begun in 1775 should have ended in disaster, the history and development of the United States would have been different.” Similarly, had the BEF not gone to Italy, it is entirely plausible that some of the battles in that country – and perhaps all of World War II – would have had a much different outcome.

What do you think of the role of Brazil during World War 2? Let us know below.

Now read Janel’s article on the World War 2 Doolittle Raids here.

References

“Brazil Moves To Forestall Any Axis Surprise Attack.” Wilkes-Barre Record, August 24, 1942, Page 1. https://www.newspapers.com/image/106029421. Accessed February 26, 2023.

History.com Editors. History.com. “Pearl Harbor.” Https://www.history.com/topics/world-war-ii/pearl-harbor. Accessed March 4, 2023.

Brittanica.com Editors. Brittanica.com. “Natal Brazil.” https://www.britannica.com/place/Natal-Brazil. Accessed March 4, 2023.

“Brazil Moves To Forestall Any Axis Surprise Attack.” Wilkes-Barre Record, August 24, 1942, Page 1. https://www.newspapers.com/image/106029421. Accessed February 26, 2023.

Google. “How Far Is Natal Brazil From Rio De Janeiro Brazil? https://www.google.com/search?client=firefox-b-1-d&q=how+far+is+natal+brazil+from+rio+de+janiero+brazil. Google Search Conducted March 4, 2023.

Google. “How Far Is Rio De Janiero Brazil From Dakar Africa?” https://www.google.com/search?q=how+far+is+rio+de+janeiro+brazil+from+dakar+africa&client=firefox-b-1-d&sxsrf=AJOqlzW-1RAf4h1OWXYPVFrSbB34K8Bwfg%3A1677960423354&ei=56QDZLObFbih5NoP5_i_yAc&oq=how+far+is+rio+de+janiero+brazil+from+dakar+af&gs_lcp=Cgxnd3Mtd2l6LXNlcnAQAxgAMgcIIRCgARAKMgcIIRCrAhAKMgcIIRCrAhAKOggIABCGAxCwAzoFCAAQogQ6BAghEAo6CgghEBYQHhAdEAo6BggAEBYQHjoFCAAQhgNKBAhBGAFQowRYjD1g60hoAXAAeACAAaIBiAGIGJIBBTE5LjEymAEAoAEByAEDwAEB&sclient=gws-wiz-serp. Google Search Conducted March 4, 2023.

United States Department of State. “Lend-Lease Agreement Between the United States and Brazil, Signed at Washington, October 1, 1941. https://history.state.gov/historicaldocuments/frus1941v06/d548. Accessed March 2, 2023.

Asumpção Penteado, C. “The Brazilian Participation in World War II.” Published 2006. https://edisciplinas.usp.br/pluginfile.php/4306787/mod_resource/content/1/IAP%20PenteadonBrazilandWorld%20War%20II.pdf. Accessed February 26, 2023.

"Brazil Strikes Back at Axis: Makes Seizures." The Plain Speaker, March 12, 1942, Page 1. https://www.newspapers.com/image/268742370. Accessed March 2, 2023.

Asumpção Penteado, C. “The Brazilian Participation in World War II.” Published 2006. https://edisciplinas.usp.br/pluginfile.php/4306787/mod_resource/content/1/IAP%20PenteadonBrazilandWorld%20War%20II.pdf. Accessed February 26, 2023.

US Department of State. “Agreement Between the United States and Brazil Regarding Principles Applying to Mutual Aid in the Prosecution of the War, Signed at Washington, March 3, 1942.” https://history.state.gov/historicaldocuments/frus1942v05/d793. Accessed February 26, 2023.

Asumpção Penteado, C. “The Brazilian Participation in World War II.” Published 2006. https://edisciplinas.usp.br/pluginfile.php/4306787/mod_resource/content/1/IAP%20PenteadonBrazilandWorld%20War%20II.pdf. Accessed February 26, 2023.

McCann F. “The ‘Forca Expedicionaria Brasileira’ in the Italian Campaign, 1944-45.” Army History, Spring 1993, Number 26, Pages 1-11. https://www.jstor.org/stable/26304143. Accessed February 26, 2023.

Baber, Richard. “The Battle at Collecchio. The Brazilians in Italy April 26 - 27, 1945.” The Journal. Published April 26, 2022, Pages 1-3. https://sotcw.co.uk/articles/Collecchio_-_Italy_1945.pdf. Accessed February 26, 2023.

Asumpção Penteado, C. “The Brazilian Participation in World War II.” Published 2006. https://edisciplinas.usp.br/pluginfile.php/4306787/mod_resource/content/1/IAP%20PenteadonBrazilandWorld%20War%20II.pdf. Accessed February 26, 2023.

Serviços e Informações do Brasil. “The Brazilian Expeditionary Force in the Battle of Monte

Castello.” Published February 21, 2022. https://www.gov.br/en/government-of-brazil/latest-news/2022/the-brazilian-expeditionary-force-in-the-battle-of-monte-castello. Accessed February 26, 2023.

Asumpção Penteado, C. “The Brazilian Participation in World War II.” Published 2006. https://edisciplinas.usp.br/pluginfile.php/4306787/mod_resource/content/1/IAP%20PenteadonBrazilandWorld%20War%20II.pdf. Accessed February 26, 2023.

McCann F. “The ‘Forca Expedicionaria Brasileira’ in the Italian Campaign, 1944-45.” Army History, Spring 1993, Number 26, Pages 1-11. https://www.jstor.org/stable/26304143. Accessed February 26, 2023.

Asumpção Penteado, C. “The Brazilian Participation in World War II.” Published 2006. https://edisciplinas.usp.br/pluginfile.php/4306787/mod_resource/content/1/IAP%20PenteadonBrazilandWorld%20War%20II.pdf. Accessed February 26, 2023.

McCann F. “The ‘Forca Expedicionaria Brasileira’ in the Italian Campaign, 1944-45.” Army History, Spring 1993, Number 26, Pages 1-11. https://www.jstor.org/stable/26304143. Accessed February 26, 2023.

Asumpção Penteado, C. “The Brazilian Participation in World War II.” Published 2006. https://edisciplinas.usp.br/pluginfile.php/4306787/mod_resource/content/1/IAP%20PenteadonBrazilandWorld%20War%20II.pdf. Accessed February 26, 2023.

Klein, C. History.com. “How Did World War II End?” Published August 11, 2020. https://www.history.com/news/world-war-ii-end-events. Accessed March 4, 2023.

Moreira Bento, Claudio. “Brazil's Involvement in World War II: The Fiftieth Anniversary.”

Army History, Spring 1993, Number 26, Pages 29-30.

https://www.jstor.org/stable/26304151. Accessed February 26, 2023.

McCann F. “The ‘Forca Expedicionaria Brasileira’ in the Italian Campaign, 1944-45.” Army History, Spring 1993, No. 26. pages 1-11. https://www.jstor.org/stable/26304143. Accessed February 26, 2023.

CNN. “Read: Ukrainian President Volodymyr Zelensky’s remarks to Congress. Published December 22, 2022. https://www.cnn.com/2022/12/22/politics/zelensky-congress-address-transcript/index.html. Accessed March 4, 2023

United States Department of State. “Lend-Lease Agreement Between the United States and Brazil, Signed at Washington, October 1, 1941. https://history.state.gov/historicaldocuments/frus1941v06/d548. Accessed March 2, 2023.

Breck Perkins, J. “France and the American Revolution.” Proceedings of the New York State Historical Association, Volume 4 (1904), Pages 74-88.

https://www.jstor.org/stable/42889840. Accessed March 4, 2023.

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Piracy is a word that conjures up an array of meanings by the rise of the sometimes glamorized and romanticized image in films, television and literature. It captures the imagination while glossing over the lesser-known and gruesome aspects of life as a pirate at sea throughout history. The reality of piracy is less of gallivanting buccaneers who enjoyed the lawless life but one of trade, violence and uncertainty. Amy Chandler explains.

18th century Spanish corsair Amaro Pargo.

The familiar but historically inaccurate image of a pirate is one of eye-patch-wearing and rum-drinking men who sailed the seas looking for treasures. Pirates are described by one historian as “very real, very dangerous, and very much loathed as common criminals” and were unquestionably “feared, hated, disgraced and deserving of their capital punishment” throughout the seventeenth century. (1) The Golden Age of Piracy lasted between the 1650s to around the 1720s, but acts of piracy date back centuries. By the nineteenth century, pirates were rare, and first-hand verifiable accounts rarer still. Literary fiction used first-hand accounts, as inspiration for creating the myths of pirates that contemporary society is aware of today. This article will explore the rise of piracy and their motivations to the lifestyle, Privateers, and the decline of pirates and illegal activities at sea.

The rise and popularity of Piracy

The term pirate covers a broad idea of piracy at sea throughout history including Privateers, Buccaneers and Corsairs. Privateers were individuals who seized enemy ships legally, Corsairs were Privateers who worked specifically in the Mediterranean Sea with or against the Ottoman Empire until the early nineteenth century, and Buccaneers operated in the Caribbean and the Pacific coast of Central America.

Historically, Piracy has always existed in one way or another and became more apparent during the seventeenth century with the rise of colonization. Christopher Columbus’ discovery of the New World of the Americas encouraged colonization and conflicts throughout Europe to claim these lands. The New World was rich in tobacco, pearls and gold, which provided a way for men to obtain wealth quickly. In a world where money equalled success and power, the opportunity to steal and plunder to gain wealth instead of living in poverty was attractive. By the 1630s, many European powers were operating in this area and the West Indies as naval exploration increased causing an increase in ships laden with wealth was a prime target for Buccaneers.

Piracy thrived on opportunity, and the constant warfare and conflicts between European powers in the New World allowed pirates to prey on weaker ships and loot. For many years “piracy […was] undiscouraged in European waters” and throughout the West Indies, this behaviour “flourished openly” with respect. (2) Many islands were geographically close and offered shelter, resources, water and provisions between voyages. Many centuries before the seventeenth century, the culture of piracy was fostered and encouraged as an “easy method of individual enrichment, partly as an instrument or practical politics”. (2) In a world where disease was strife, poverty high, and inherited wealth dominated the class system; the life of piracy appeared to have a lucrative and attractive livelihood for many.

The True travels, adventures and observations of Captain John Smith documented the allure of piracy for men instead of staying loyal to the English crown. Smith states that:

“Some because they became sleighted of those for whom they had got much wealth; […] they could not get their due; […] had lived bravely, would not abase themselves to poverty; some vainly, only to get a name; others for revenge […] as they found themselves more and more oppressed, their passions increasing with discontentment, made them turn pirates”. (4)

Smith’s observations emphasized that life in the navy and working within the legal perimeters of sailing was not always as lucrative or rewarding for those with no status or wealth. The Captain or crewmembers who held a position of power were rewarded for their service, while many lower-status crewmembers were unrewarded. Many of the lower classes of society had a life of misery, hunger and manual labour, so the life of a pirate with the same living conditions but a chance of wealth was attractive.

Life of a Pirate

The notoriety of dangerous and blood-thirsty pirates was a sensational story that encapsulated people’s imagination. There was an appeal of fame and notoriety that was not given when aboard a Privateer’s ship. Piracy offered a life that was unhindered by the same rules and hierarchy of the navy or merchant ships. Pirates were diplomatic as the crew and captain decided together where they travelled to and any stolen loot from ships were divided amongst the crew equally. This diplomatic structure gave the crew a sense of responsibility and equality that was not given in the same way through legal sailing. These men were rewarded for their contribution to the crew and captain and unlike those who served for the crown were rewarded for their efforts. Furthermore, the flag of a skull and cross-bones commonly associated with piracy, known as the Jolly Roger, was only one of many designs throughout history. Flags were coloured in blood red, black and white and aimed to strike fear in their enemies. Notably, Edward Teach (Blackbeard) used a flag with a skeleton piercing a heart with a spear.

Pirate crews also elected their captain and all men and women on board treated equal with a signing of a declaration of agreement. The life of civil landed society involved complicated politics and hierarchies and appeared as more oppressive and restrictive than the life of a pirate. This life also offered freedom, adventure and choice to decide how an individual wanted to live. Pirates also operated outside governing laws and the wealth and riches they collected were all theirs with no taxes or a percentage to be paid to the government. Although the lawless life of adventure and wealth is appealing, life was still difficult and the promise of riches were balanced with long periods of time at sea with little food, drink or medical supplies and harsh punishments for misbehaviour or desertion. When capturing a ship and plundering their loot, many pirate ships captured sailors with medical knowledge and skills that the ship could use to their advantage.

The ascension of King James I in 1603, after Queen Elizabeth I’s death, was a contributing factor to the appeal of piracy for many men as his desire for peace triggered a series of proclamations. The desire for peace with all nations meant the English crown had no use for a large navy and some Privateers became pirates. For many decades the Letters of Marque was a “commission authorising privately owned ships” (Privateers) to capture enemy merchant vessels such as the Spanish. (3) Enforced by the High Court of Admiralty, a Letter of Marque oversaw the management and sale of captured ships. Privateers were in operation as early as 1293 and were continually commissioned in times of warfare and eventually abolished in 1856. (3) The role of Privateers was seen as honourable and heroic, protecting England from the dangerous pirates. Individuals captured without a Letter of Marque were recognised as thieves or vagabonds and arrested. The possession of the Letter of Marque legalised the same acts that pirates were arrested and executed for, blurring the line between these professions. Notable Privateers included Sir France Drake, who seized Spanish ships under the authority of Queen Elizabeth I.

The difference between Pirates and Privateers is a theoretical distinction based on those who acted outside of the law or those who acted under legal authority given by the crown, however some Privateers did become Pirates. In most cases English Privateers targeted non-English vessels as “fair prey” and even in times of political unease between European powers the actions of Privateers were difficult to punish. (5) Finding the person responsible was challenging, especially as many wealthy courtiers and officials were bribed and benefitted from the trading of these illegal goods. (5) As Queen Elizabeth I did not actively claim that the Privateers were acting on her orders she was not seen as an accomplice, but still benefitted from seizing ships and the stolen goods.

The abolition and downfall of Privateers

The public executions and displays condemning pirates by trial were introduced to reduce and prosecute the number of pirates in society. Many sailors and their families were aware of the punishments for piracy and illegal behaviour at sea and these punishments acted as a deterrent for many. Piracy trials were quick and lasted 2-3 days, resulting in many pirates unable to argue a defence for their prosecution. Some attempted to argue their case claiming their ship was captured and they were forced to join a pirate crew, some argued they were drunk, and some said nothing at all that confirmed their actions. (6) The punishment for piracy was death by hanging and on most occasions took place at Execution Dock by the River Thames in London, after a long procession from the prison. The gallows were built at the low tide mark of the Thames and drew a large crowd with many using boats to have a closer look at the action. After the execution, the pirate was left for three tides as the water washed over, covered in tar or hung in cages and then moved to an unmarked grave. Pamphlets were printed with the story of the trials, speeches and confession before a public hanging that created a sensation for the gruesome. The bodies were used as a warning to other pirates, and men who could turn to piracy, that they would have the same fate. The Piracy Act of 1698 allowed Admirals under the authority of the crown to conduct trials at sea and execute across the world without bringing these criminals to London specifically for trial.

Privateers commissioned during times of warfare were becoming less desirable during the nineteenth century. European powers signed the Declaration of Paris in 1856 abolishing the use of Privateers during wartime. The signing of this declaration (not signed by Spain, USA or Mexico) concerned specifically maritime law agreed that “Privateering should be abolished”, “a neutral flag should cover an enemy's goods with the exception of contraband of war” and these goods “should not be liable to capture under an enemy’s flag”. (7) This declaration put an end to the use of private ships during wartime and the seizing of enemy goods. However, this dramatically reduced the amount of vessels in operation under the British naval force and this concern was voiced during debates in the British Parliament. One Member of Parliament (MP) voiced that by signing the declaration meant, “inflicting on ourselves a mortal injury”, while other countries still operated attacks and seizing goods from enemy and foreign ships causing Britain a disadvantage. (7) On the other hand, the eradication of Privateering created neutrality for many European powers to trade without fear of attacks in wartime.

Conclusion

The life of a pirate has been dramatized and romanticized by popular culture resulting in an image of a life of adventure and plundering and not the reality of dangerous characters, which mercilessly attacked ship across the seas. Films and television, to an extent, rewrite history and glamorize the image of the pirate that blurs the lines between fact and fiction. Piracy, in reality, was not always a choice but survival and a way out of poverty and misery. Pirates do still exist and are not just figures of myth, but they are called Modern Pirates. These pirates are still in operation today, but because they do not interfere with the major powers like they once did, with reports of incidents in Somalia and China, piracy is usually less reported in Western media. As technology has improved and innovated, so have the tools from the historical cutlass and pistols to machine operated rifles and guns. Unlike those vessels captured during history, many modern ships are becoming aware of the tactics of modern piracy and protecting their ships with defensive measures and procedures to ensure safety of their crew and passengers. Life at sea is still one that is unpredictable and lawless to an extent, so it is easy to understand why piracy flourished throughout history.

What do you think of the ‘Golden Age’ of Piracy? Let us know below.

Now read Amy’s article on the medicine at sea here.

References

(1) S. Robertson, The Pirate’s Pocket-book (London, Conway, 2008), p.10.

(2) V. Barbour, “Privateers and Pirates of the West Indies.” The American Historical Review, vol. 16 (1911), pp. 529.

(3) RMG, ‘Letters of Marque’, 2023, Royal Museums Greenwich < https://www.rmg.co.uk/stories/topics/letters-marque >[accessed 18 Feb 2023].

(4) G. F. Dow and J.H. Edmonds, The Pirates of the New England Coast 1630 – 1730 (New York, Dover Publications, 1996),p.2.

(5) J. McDermott, ‘Sea Dogs’, 2009, Oxford Dictionary of National Biography https://www.oxforddnb.com/display/10.1093/ref:odnb/9780198614128.001.0001/odnb-9780198614128-e-98209 [accessed 22 Feb 2023].

(6) RMG, ‘Bringing Pirates to Justice’, 2023, Royal Museums Greenwich < https://www.rmg.co.uk/stories/topics/bringing-pirates-justice >[accessed 21 Feb 2023].

(7) HL Deb 19 June 1871, vol 207, cols 199.

Bibliography

Barbour, V., “Privateers and Pirates of the West Indies.” The American Historical Review, vol. 16, no. 3, Apr., 1911, pp. 529-66.

Dow, G. F. and Edmonds, J.H., The Pirates of the New England Coast 1630 – 1730 (New York, Dover Publications, 1996).

HL Deb 19 June 1871, vol 207, cols 199.

McDermott. J. ‘Sea Dogs’, 2009, Oxford Dictionary of National Biography https://www.oxforddnb.com/display/10.1093/ref:odnb/9780198614128.001.0001/odnb-9780198614128-e-98209 .

RMG. ‘Bringing Pirates to Justice’, 2023, Royal Museums Greenwich < https://www.rmg.co.uk/stories/topics/bringing-pirates-justice >.

RMG. ‘Letters of Marque’, 2023, Royal Museums Greenwich < https://www.rmg.co.uk/stories/topics/letters-marque >[accessed 18 Feb 2023].

Robertson, S., The Pirate’s Pocket-book (London, Conway, 2008).

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Most of us have wondered at some point whether we have rich, royal or famous relatives in our distant past. Here is a light-hearted article exploring some ways to find out if that is the case!

Above is the family tree of Sigmund Christoph von Waldburg-Zeil-Trauchburg.

It's fun to imagine that we may have a long-lost millionaire aunt who is desperately searching for some ancestors to leave her fortune to. Or it can be nice to think that we have a degree of pedigree in our heritage, perhaps even blue blood running through our veins.

But if you're more serious about finding out whether you have any famous or royal relatives, there are now numerous ways you can go about finding out.

How to find royalty in your family tree

Genealogy Apps

One way to begin your search is to turn away from dusty history books and archives and turn instead to modern technology.

A quick search in your favourite app store will likely produce a whole range of apps and programmes that will help make your family tree research a whole lot easier.

After all, so many other people around the world have already done some digging on the history of ordinary people everywhere - why not tap into their results and research if it's available?

This is what many of the best apps allow you to do - to collaborate with other researchers and historians, or to access the bank of information that has already been uncovered by like-minded genealogy sleuths.

You may even connect with some distant relatives who are looking into the same family tree, they might be just as delighted to find you.

Specialist Family Tree Services

If you find that the apps aren't giving you the results you're after - i.e. those rich or royal skeletons in the family closet - you may prefer to sign up for one of the online services that allow for a deeper dive in your lineage and ancestry.

These are becoming big businesses and so it makes sense to tap into these global networks of historical information and valuable archive libraries. They also make for fascinating rabbit holes where you can get lost in the worlds of your great-uncle's war adventures or your great-great-grandmother's time as a military nurse.

Be warned, though - once you start to dive into the history of your nearest and dearest it can become addictive! Some find that their casual interest in locating a long-lost royal relative soon turns into an obsession that consumes a great deal of their spare time. It seems there's something endlessly fascinating about where we came from, and many of us want to know as much as we can about the lives and loves of the people who came before us.

Hiring Genealogy Experts

If you find that you want to skip the whole research part and just get the results, you might be better off hiring an expert to do the legwork for you.

There are many excellent family tree specialists and they not only have a gift for knowing where to find the right information, they also usually have a wealth of experience in this field that can help with your investigation.

Search online for a genealogy expert near you to fast-track your family tree findings

• Finding Royal Titles to buy

If you discover that your research and digging don't yield the kind of results you were looking for, you could always follow in the footsteps of royals and nobles throughout the ages and take matters into your own hands.

While you may not have royalty in your past, there's a little-known way that you could enjoy this high-calibre status in your present, as well as gifting a more regal lineage to future generations.

This is the route of purchasing noble titles for sale in Europe, and not only is it a completely genuine and totally legal practice, but it's also something that has a rich history in many of the royal and aristocratic houses of Europe stretching back centuries to some of the oldest kings and queens of history.

Whichever route you choose, there are plenty of ways you can go about finding any links in your family tree to the royals of the ages. And if all your efforts still don't result in a regal connection, you always have the option of becoming the first member of a new royal line by purchasing a royal title of your own.

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Redington continues his look at the independence of Spanish America by looking at the Mexican War of Independence. Here he looks at what happened during the Mexican War of Independence with the important figure of José Morelos - and how things didn’t turn out quite as the rebels intended.

If you missed them, Erick’s article on the four viceroyalties is here, Francisco de Miranda’s early life is here, his travels in Europe and the US is here, and his later years is here. Then, you can read about the Abdications of Bayonne here, the start of the Mexican War of Independence here, how Hidalgo continued the war here, and the impact of José Morelos here.

Am portrait of King Fernando VII of Spain. By Vicente López Portaña.

Changes On Both Sides of the Atlantic

The year 1815 brought many changes to the struggle for independence in New Spain. The death of Morelos brought confusion as to who would be the primary leader of the revolution. Morelos had known how to groom younger officers into becoming leaders. The problem was so many, such as Matamoros, were already dead. The rebels needed a leader to rally around. After his victory over Morelos, Viceroy Calleja had offered amnesty to all rebels, and many would take him up on his offer, all seeming lost.

Another change was the conditions in Spain. In 1814, the French were finally driven across the Pyrenees. Napoleon abdicated after the occupation of Paris and his Spanish royal prisoners were freed. The long-awaited King Ferdinand VII was able to return to his capital (literally no one wanted Carlos IV back) and he would lead Spain to a glorious future of freedom and liberal politics. Except…he wouldn’t. Ferdinand was not the man his supporters thought he was.

Ferdinand the Reactionary

The Spain of 1814 was governed by the Constitution of 1812, born in the fires of the Peninsular War. This constitution limited the powers of the monarch, created a legislature that would represent all Spaniards on both sides of the Atlantic, and provided for guarantees of rights to all citizens. After all, this constitution and the person of Ferdinand VII were what the Spanish had just fought a six-year occupation for. In town after town, the people of Spain rapturously turned out to greet their longed-for monarch. All the conflicting classes, groups, juntas, and political factions were united. What possible reason could anyone want to fight against the new Spanish government that offered the colonials everything they could hope for, freedom, a liberal constitution, and the lifting of racial restrictions?

It only took a few weeks after his return to Madrid for Ferdinand to discard the constitution and restore absolute rule. He had proven to be far more reactionary than anyone could have feared. Barely a week after the end of the constitution, liberal leaders in and out of the government were arrested in a wide sweep. Ferdinand had even allowed the Jesuits to return. The united front with which Spain could have faced its fractious colonials was gone. Now Spain would see a continuation of the chaos of the war years.

War Exhaustion Grips Mexico

The situation in New Spain was little better than what was seen in the mother country. The rebels were forced to fight a guerrilla campaign against the forces of the Viceroy. Outnumbered, outgunned, and without any financial resources, the rebels were forced to extract supplies and money from the populations of the areas they operated in. This led to a great deal of economic devastation and needless deaths.

For the royalists, their situation was not much better. The great treasure fleets were a thing of the past. Spain was a chaotic mess led by a man who seemed to combine the fecklessness of his father with the corruption of Godoy. Despite their battlefield victories, the royalists were unable to finish off the rebels, who could retreat into the vastness of the desolate countryside. Lacking money and support from Spain, the royalists were forced to take food and supplies from the local populace. Many royalist commanders, receiving little to no support from Mexico City, set up their own fiefdoms throughout the colony, making themselves answerable to no one.

In many cases, the people of New Spain would be forced to contribute to both sides at the barrels of their guns, leaving nothing left for themselves. New Spain was dying by its own hand. The fight between the rebels and the royalists after the death of Morelos was carried out with a brutality that led many to disregard causes and ideologies and fight simply for hate’s sake.

New Rebel Leaders Arise

For two men, the war was still about the ideals of Hidalgo and Morelos. Vicente Guerrero was the right-hand man of Morelos. He was a man who still believed in freedom and independence for Mexico. A man who showed so much integrity during the war, that when the new Viceroy, Juan Ruiz de Apodaca, wanted to coax Guerrero to surrender he dispatched Guerrero’s own father, who was a royalist, to try to convince him. Guerrero turned down his own father, convinced of the justice of his cause. Guerrero would be made General in Chief of the rebels and fought battle after battle against the royalist forces. While successful time and again, he lacked the men and resources to deal a killing blow.

José Miguel Fernandez also believed in the dream. He came to see himself as the embodiment of the struggle for independence. In time, he would be known more famously as Guadalupe Victoria, taking this name symbolizing the fight for freedom. Victoria would also gain several victories against the royalists.

From 1815 to 1817, these two leaders would lead a semi-successful partisan war against the royalists. Hitting isolated towns and garrisons hard, they would quickly retreat back into the mountains or the jungle. Despite these victories, the rebels were not capable of driving the Spanish from Mexico. For all the problems the royalists had, they were still better armed, trained, and provisioned. The only advantage the rebels seemed to possess was mobility. Neither side could achieve anything like a decisive victory that could affect the outcome of the war.

The Royalists Hit Back Harder

In 1817, the royalists decided to concentrate on Victoria, operating in the area around Veracruz. Striking hard and fast, the royalists hammered Victoria’s forces, retaking all the cities he had occupied. Victoria’s army was destroyed, and he himself had to hide in the jungle with only a few followers for several years. With one threat defeated, and seemingly out of the war, Apodaca now concentrated on Guerrero. Royalist troops were thrown at Guerrero’s rebels, but they were never able to pin him down. What the royalists were able to do was, through battle and attrition, whittle down Guerrero’s forces and so devastate the countryside in his area of operations that his effectiveness was limited.

By 1819, Apodaca could fairly accurately report to Ferdinand’s government that he did not need any more troops from Spain. From the Viceroy’s seat, the insurgency may still linger on, but the war of independence was over. There was a less than zero chance that Guerrero would be able to victoriously march into the Zocalo with his army and win the war. Events in New Spain, however, would be overtaken by events in Old Spain.

Fire From the Rear for the Royalists

As mentioned earlier, Ferdinand VII restored absolute rule in 1814. By 1820, Spanish liberals were either in prison or in hiding. They groaned under the heavy hand of Ferdinand and his neo-absolutist rule. Dissatisfaction was high, and the constant wars in the colonies were driving discontent even higher. In order to deal with the rebellions in the New World, Ferdinand had ordered a force to gather in Cádiz and sail for the Americas to put down the rebels once and for all. Ferdinand wanted to take no chances. Despite the war in New Spain seemingly being won, he would reinforce his colonies, finish off the rebels, then his troops would move colony by colony destroying rebel armies until the colonials were finally suppressed. On New Year’s Day, 1820, troops in the city led by Colonel Rafael del Riego staged a revolt demanding the return of the Constitution of 1812 and the end of absolutism. Riego’s army began marching into the interior to gather supporters when another uprising took place in Galicia. From these two seeds, the rebellion grew throughout Spain. By March, the liberals approached Madrid and even surrounded the royal palace. Ferdinand saw the writing on the wall and agreed to restore the constitution and surrender many of his own powers.

Back in 1812, the Supreme Junta in Spain had ordered the old Viceroy, Vanegas, to implement the Constitution. Vanegas was a liberal, so he was not necessarily opposed to many of the high ideals contained therein. What he did oppose was independence for New Spain. Vanegas was more far-sighted than the Supreme Junta. He recognized that the implementation of liberal ideas in New Spain would inevitably lead to independence. The Supreme Junta missed this and believed that no one truly informed of the guarantees of the Constitution would oppose it.

Vanegas knew the Constitution of 1812 made his job virtually impossible. He suspended its implementation soon after, using Morelos’ rebellion as justification. By the time news reached Spain about this, the new government of Ferdinand approved heartily. Vanegas was replaced by Calleja, who decreed in August 1815 that the Constitution was dead. This was how the political situation in New Spain sat for several years.

A Time for Questions

When, in 1820, the liberal Constitution came back, many of the royalists were horrified. They were conservative by nature and political outlook. They had spent the better part of a decade fighting against the liberalism that the rebels embodied. Now, they were being told by the government that they had put their lives on the line for, that the liberal ideals were the right ones. This new, liberal Spain was not one they were willing to fight for.

In 1820, the revolution was nearly dead. Guerrero was driven deep into the mountains. Victoria was still eating bugs in the jungles around Veracruz. The people were exhausted. The country was devastated. Most of the true believers were dead or in hiding. It had seemed that all the years of fighting and struggle had been for nothing. Militarily, the rebels had lost.

For the royalists, it had seemed a lost cause too. Sure, they had won on the battlefield. Yes, the rebels were still fighting, but they were disorganized bands not much more organized than outlaws. It was ideologically where they had lost the war. They had fought for the ideals of dios, patria, y rey; God, Fatherland, and King. Now, through no fault of their own, those ideals were thrown out the window by rebels in Madrid who were attempting to undermine everything they had done for almost a decade. What was the point of fighting against the liberalism the rebels were trying to establish in New Spain when their very government, seemingly their very king, they were fighting for was telling them that liberalism was the new order of the day?

It was a time for choosing in New Spain, for all of the combatants. Where did your first loyalty lie? To the king? To Mexico? To New Spain? To liberalism? To conservatism? To republicanism? To monarchism? For everyone fighting in New Spain by the dawn of 1821, the answer to that question would put to the test all of the major players. They would all be held in the balance.

What do you think of the 1810s in Mexico and the impact from changes in Spain? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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Slavery in New York has a long and sad history. Here, Richard Bluttal provides an in depth history of the subject from the 17th to the 19th century, from the Atlantic slave trade era to the end of slavery and beyond.

A depiction of an early slave auction in New York (then New Amsterdam). By Howard Pyle.

First Slaves Arrive in New World in 1619

Twenty Africans, carried on a Dutch ship, are brought to Jamestown, Virginia, to be sold as indentured servants, not slaves, a fine distinction that probably escaped their notice.

Jamestown had exported 10 tons of tobacco to Europe and was a boomtown. The export business was going so well the colonists were able to afford two imports which would greatly contribute to their productivity and quality of life. 20 Blacks from Africa and 90 women from England. The Africans were paid for in food; each woman cost 120 pounds of tobacco. The Blacks were bought as indentured servants from a passing Dutch ship low on food, and the women were supplied by a private English company. Those who married the women had to pay their passage--120 pounds of tobacco.

With the success of tobacco planting, African Slavery was legalized in Virginia and Maryland, becoming the foundation of the Southern agrarian economy. Very important when cotton becomes the main source of the economy by time of the cotton gin 1793.

Atlantic Slave Trade and the Middle Passage

Both Maryland and Virginia were in need of a more permanent source of labor: slaves. Although Massachusetts was the first colony to recognize slavery, Maryland and Virginia soon followed, with both colonies legalizing slavery during the 1660s.

Since some African chiefs or kings could increase their wealth by working closely with slave traders, one tribe might capture the warriors of another tribe and then selltheir prisoners of war into slavery. Astonishingly, hundreds of thousands torn from their villages and homes survived degradation and deprivation to become the almost 4 million people held in slavery in 1860, at the eve of the Civil War.

Triangular Trade receives its name from the shipping routes that connected Europe, Africa, the West Indies, and North America in the transatlantic commerce of slaves and manufactured goods. These routes began in England, where goods were shipped to Africa. Nearly one-third of all slave voyages were outfitted in Liverpool, London, Bristol, and other ports in Britain. French vessels from such ports as La Rochelle, Le Havre, Bordeaux, and Nantes made up another 13 percent.

In Africa, the goods were then traded for slaves bound for the Americas. Known as the Middle Passage, the forced voyage from the freedom of Africa to the auction blocks of the Americas was a physical and psychological nightmare that lasted several weeks or months. Having unloaded their cargoes in the colonies, the ships returned to England laden with tobacco, sugar, cotton, rum, and other slave-produced items. This trade pattern continued with some modifications into the early nineteenth century.

In order to maximize profits and offset any losses, most captains packed as many Africans as possible into the holds of their ships. During the late 1600s and throughout the 1700s, most English ships that sailed directly from Africa to the colonies carried about 200 enslaved Africans. Later slave ships could carry as many as 400 slaves with a crew of 47.

Slaves were chained in pairs (the right arm and leg of one chained to the left leg and arm of another), and men and women were separated from each other. All of them were forced to lie naked on wooden planks below deck in extremely hot quarters. At times, small groups of slaves were allowed to come on deck for exercise; some of them were forced to dance. Women and children could occasionally roam the deck, but men were allowed on deck for only a short while. Heat, limited sanitary facilities (sometimes buckets for human waste were not emptied for long periods of time), and epidemics from diseases such as smallpox and dysentery together produced an unbearable stench onboard. An outbreak of disease could devastate an entire cargo of enslaved Africans, and an estimated 15 to 20 percent of slaves probably died on route to the colonies, primarily from diseases resulting from overcrowding, spoiled food, and contaminated.

Many also died of starvation and thirst. Yet captains most feared slave mutinies, 250 of which scholars estimate took place. As a result, those slaves who were disruptive or likely to cause a mutiny were thrown overboard.

Because of the stench and disease, many slave ships had to be abandoned after about five years. Eventually ships were built especially for human cargo, with shackling irons, nets, and ropes as standard equipment. During this process slaves were frequently and harshly flogged, sometimes with a paddle but more often with a whip that had a lead ball sewn on its end. They were also forced to learn how to speak a new language, eat new foods, and obey White masters.

  • Narrative of the Life of Olaudah Equiano':

At last, when the ship we were in, had got in all her cargo, they made ready with many fearful noises, and we were all put under deck, so that we could not see how they managed the vessel. ...The stench of the hold while we were on the coast was so intolerably loathsome....The closeness of the place, and the heat of the climate, added to the number in the ship, which was so crowded that each had scarcely room to turn himself, almost suffocated us. This produced copious perspirations, so that the air soon became unfit for respiration, from a variety of loathsome smells, and brought on a sickness among the slaves, of which many died -- thus falling victims to the improvident avarice, as I may call it, of their purchasers.

  • Dr Alexander Falconbridge describes the middle passage:

*The slaves lie on bare planks. The surgeon, upon going between decks, in the morning, to examine the situation, frequently finds several dead. These dead slaves are thrown to the sharks.

It often happens that those who are placed at a distance from the latrine buckets, in trying to get to them, tumble over their companions, as a result of being shackled. This situation is added to by the tubs being too small and only emptied once every day.
Fever - Alexander Falconbridge (a ship's doctor), An Account of the Slave Trade (1788)
Some wet and blowing weather having caused the port-holes to be shut, fluxes and fevers among the negroes followed. I frequently went down among them, till at length their apartments became so excessively hot as to be only bearable for a very short time...
The floor of their rooms was so covered in the blood and mucus which had come from them because of the flux, that it resembled a slaughter-house.*

New York’s Involvement

Some of New York’s merchants and bankers profited directly by financing and participating in the Atlantic Slave trade. In memoirs published in 1864, Captain James Smith, a convicted slave trader, claimed that in 1859 85 ships capable of carrying between 30 and 60,000 enslaved Africans were outfitted in the port of NY to serve the slave markets of Cuba. “ I can go down to South Street, and go into a number of houses that help fit out ships for the business.” The trade was so profitable that on one voyage, a ship that cost $13,000 to fit her out completely, “ delivered a human cargo worth $220,000 to Cuba.

Major Dutch families such as Philipses were involved, others had commercial ties with the British Caribbean colonies. By the mid-eighteenth century this family held over 52,000 acres in Westchester County and had one of the largest slave holdings.

By 1720 half the ships leaving New York were engaged in Caribbean slave trade. Slave auctions were held weekly and sometimes daily at the Wall Street slave market.Advertisements regularly appeared in newspapers- note Slave ads.

African Burial Ground

During the construction of the federal office tower in downtown Manhattan, the skeletal remains of over 400 slaves were discovered in graves. Of the 400 skeletons taken about 40 per cent were children under 15 years of age, the most common cause of the death was malnutrition, how? From examination of decayed teeth. The adult skeletons showed that many of these people died of unrelenting hard labor. Strain on the muscles and ligaments was so extreme that muscle attachments were commonly ripped away from the skeleton-taking chunks of bone with them-leaving the body in perpetual pain.

Showed that “colonial New York was just as dependent on slavery as many Southern cities, and in some cases ever more so.”

Slavery in Dutch New Amsterdam

The first Dutch agent of African ancestry who can be documented in the New York region was Jan Rodriguez in 1609. The first permanent European settlement in 1625 began when the Dutch West Indian Company established the village of New Amsterdam on Manhattan Island. From the start the Dutch had a labor shortage, the solution to merchants already engaged in the trans-Atlantic slave trade was to employ enslaved Africans clear the land, plant and harvest crops, and, to build houses, roads, fortifications and bridges. In 1626 a WIC ship brought eleven enslaved male Africans to the colony. Based on their names they were probably Africans from the southwest coast of Africa who were captured or purchased from the Portuguese.

Unlike the legal system in other slave colonies, Dutch laws did not mandate racial discrimination in New Amsterdam. Africans in the Dutch New Netherland colony could meet in groups, walk around the town without passes and own property. People of African ancestry could appeal to the Dutch courts for redress of grievances and even testify against Whites.

The “Land of the Blacks,” as it was known, covered the area that stretches from Greenwich Village north to Herald Square in midtown Manhattan today. In exchange for their freedom and land, each family agreed to pay taxes to WIC in corn, wheat and hogs every year.

Under Governor Peter Stuyvesant’s direction, a number of enslaved Africans became skilled caulkers, blacksmith, bricklayers and masons. In some cases, they were granted half-freedom , which meant they were still obligated to provide the WIC with labor when needed and that their children were not born free. Fort New Amsterdam was completed in 1635. Slaves built roads, cut timber and firewood, cleared land and burned limestone and oyster shells to make the lime used in outhouses and in burying the dead.

The enslaved Africans in the colony had a very ambiguous legal status. Dutch laws did not mandate racial discrimination in the colony. Africans could meet in groups, walk around town without passes and own property. People of African ancestry could appeal to the Dutch courts for appeal of grievances and even testify against Whites. In the portion of the colony beyond the wall stood a tract of land called “Land of the Blacks.” In exchange for their freedom and land, each family allowed to live there agreed to pay taxes to WIC in wheat, corn and hogs every year.

By 1654 the Dutch West India Company began to ship slaves to New Amsterdam more consistently, in larger numbers, and directly from Africa in an effort to develop New Amsterdam in a major North American slave port.

The variety of rights and privileges enjoyed by African slaves in New Amsterdam, relatively kind masters, good opportunities to form families, and access to courts and some forms of property-did not mitigate the fundamental facts of enslavement for Africans: involuntary, largely unpaid, life long servitude and ultimate lack of control over one’s individual and family life

Slave Auctions in Dutch New Amsterdam and Colonial America

Slave auctions took place regularly at a market on Wall Street. Between 1700 and 1774, over 7,000 slaves were imported into New York, most of them destined for sale to surrounding rural areas. This figure was dwarfed by the more than 200,000 brought into the southern colonies in these years.

Slave Auctions were advertised when it was known that a slave ship was due to arrive. Ads were placed in local newspapers advertising arrival of ships and slaves for

When the slave ship docked, the slaves would be taken off the ship and placed in a pen. There they would be washed and their skin covered with grease, or sometimes tar, to make them look more healthy. This was done so that they would fetch as much money as possible. They would also be branded with a hot iron to identify them as slaves. There is a folder labeled Slave Auction that includes images. There are two types of Slave auctions. Later on in 1711 the municipal government established a Meal Market on the east side of New York where enslaved Blacks were auctioned to new owners or hired out for a period of time.

British Takeover of New Amsterdam 1664 and policies towards slaves

In 1664 Colonel Richard Nicolls, commanding four British ships and several hundred soldiers, sailed into New Amsterdam harbor. A surprised Governor Stuyvesant surrendered without firing a shot. It was estimated that in 1664 about eight thousand Whites and seven hundred Africans lived in New Amsterdam. To the dismay of Africans the English soon began to replace the Dutch lenient “half-slavery” with their own profit-driven, mean spirited bondage. Africans in Manhattan faced new hardships and challenges as they pressed their search for liberty and justice. In the British takeover folder are materials including a power point we will examine. Different from the Dutch ownership of slaves in British New York spread widely among the White population.

Some Restrictions on Slaves:

  1. In 1677 a New York court stated that any person of color brought to trial was presumed to be a slave.
  2. Slaves had to carry a pass and could not leave their owners’ homes on Sundays.
  3. One city ordinance prohibited more than four Africans and Native Americans from meeting together.

Slavery in New York prior to the American Revolution and the resistance movement

Europeans employed slave men in skilled occupations such as carpentry, tailoring, blacksmithing, shoemaking, baking and butchering. Large numbers of male slaves were employed on the docks. Slave women, usually no more than one per household, aided White women with cooking, cleaning, and childcare.

Most Manhattan slave owners actively discouraged their slaves from marrying or having children.

New York lawmakers attempted to limit interactions among slaves in the city. Through regulations, New York lawmakers sought to control the cultural, social, and political independence of slaves.

The biggest fear of masters was that education and conversion to Christianity would encourage slaves to seek freedom. Records show that in New Amsterdam enslaved Africans collectively petitioned for wages as early as 1635 and used incessant colonial warfare. As slavery became more restrictive under the British, slaves expressed their discontent through various forms of resistance during the 18th century. Slaves stole more cash, clothing, and food from masters’ households and ran away more frequently than they had under the Dutch. frightening to which than such small acts of resistance was the threat of slave revolt.

An important theme during the 18th century in New York is the increasing resistance to bondage by enslaved Africans in the colonies.

Organized physical violence was one aspect of resistance, however, that organized, armed violence was a relatively rare occurrence during the 350-year history of slavery in the United States. Why were armed rebellions so infrequent? Slave masters monopolized armed power, severely restricting slaves’ access to weapons. Slave masters also closely monitored their slaves’ activities, limiting their movement and freedom of association. Under these circumstances, organization and planning were next to impossible. On those rare occasions when the enslaved escaped their masters’ purview, they faced yet other mechanisms of White control—militias, local patrols, and vigilantes. Rebels who avoided the net of surveillance and enacted their conspiracies were always dealt with in brutal fashion.

Hard usage” motivated two dozen slaves to stage an uprising in 1712 in which they set fires on the outskirts of the city and murdered the first Whites to respond. There followed a series of sadistic public executions, with some conspirators burned to death or broken on the wheel. The colonial Assembly quickly enacted a draconian series of laws governing slavery. These measures established separate courts for slaves and restricted private manumissions by requiring masters to post substantial bonds to cover the cost of public assistance in the event that a freed slave required it. The discovery of a “Great Negro Plot” in 1741, whose contours remain a matter of dispute among historians, led to more executions and further tightening of the laws governing slavery. As a result, few Black New Yorkers achieved freedom through legal means before the era of the Revolution.

Public hangings and decapitation were common punishments. Other rebels were gibbeted alive, burned alive, or broken on the wheel. In all of these instances, punishment was meant to demonstrate the totalizing effects of White supremacy, terrorizing those who remained enslaved. Remarkably, some slaves still embarked on what they must have known were suicide missions. Were the men and women who confronted their masters with violence so desperate that they preferred death to living in slavery? Or, did they really believe that they could be the exception and overthrow White supremacy? These are important questions to consider.

During the American Revolution resistance also meant joining British forces.

In the South, by the nineteenth century, running away to the North offered the virtue of a tenuous freedom; however, failed runaways also met with serious reprisals. Most did not try to escape. For those who remained enslaved, resistance took on more familiar everyday forms.

Of all the Black activists engaged in the struggle to end slavery and secure equal rights for African-Americans the most prominent with Frederick Douglas of Rochester, New York.

Ownership of slaves was widespread. Most worked as domestic laborers, on the docks, in artisan shops, or on small farms in the city’s rural hinterland. In modern-day Brooklyn, then a collection of farms and small villages, one-third of the population in 1771 consisted of slaves.

On the eve of the American Revolution, the city’s population of 19,000 included nearly 3,000 slaves, and some 20,000 slaves lived within 50 miles of Manhattan island.

Our Founding Fathers and Slavery

The existence of Slavery in the US was taken for granted by the delegates to the Constitutional Convention of 1787; there was little or no discussion of abolishing it. The Slave trade, however, was very much in contention.

The Fugitive Slave Act of 1793 provided that an owner of his agent could seize a runaway and bring him or her before any judge or magistrate with “proof” of slave status, whereupon the official would issue a certificate of removal. Any person who interfered with the process became liable to a lawsuit by the owner.

The market for slaves was about to explode in volume and everyone knew it.

Prohibiting the African trade, as the New England delegation wanted to do, would create a grand bonanza for Virginia slaveholders-at the expense of South Carolina.

  • Article 1, Section 9 of the US Constitution reads: The Migration or Importation of such Persons as any of the states now existing shall think proper to admit, shall not be prohibited by the Congress prior to the Year one thousand eight hundred and eight.

Jefferson framed ending importation of persons as humanitarian act. Ending the African slave trade was protectionism on behalf of Virginia. It kept out the cheaper African imports so as to keep the price of domestically raised people high.

The Great Awakening in New York 1740s through the American Revolution

Beginning in the 1740s, a time of religious revival led New York City Whites and Blacks to reconsider the morality of slavery. National, state and local conventions of Black activists became important weapons in the battle against slavery.

The struggle for freedom and equality required the development of African-American community institutions and indigenous leadership. Quakers began to call upon their members to free their slaves.

Remember the New York economy relied too heavily on slavery for Whites to give up the system so easily. However, the influence of the Great Awakening convinced New York City slaves, and a few Whites more strongly of African-American’s rights to freedom.

The first emancipation proclamation in American history preceded Abraham Lincoln’s by nearly ninety years. Its author was the Earl of Dunmore, the royal governor of colonial Virginia, who in November 1775 promised freedom “all indentured servants, negroes, or others” belonging to rebels if they enlisted in the army.

Gouverneur Morris 1777

“The rights of human nature and the principles of our holy religion call up us to depense the blessings of freedom to all mankind…….It is therefore recommended to the legislatures of New York to take measures consistent with the public safety for abolishing domestic slavery. “

The founding of the New York Manumission Society in 1785 led by group of influential White New York City men gave enslaved Black people new allies in the struggle against slavery. The society offered legal assistance to Blacks seeking freedom, worked strenuously to oppose kidnapping of free Blacks and slave catching in the city, brought to court captains engaged illegally in the African slave trade, and sponsored antislavery lectures and literature.

In 1787 the society founded the first of several African Free Schools for free Black and enslaved children in New York Segments of the New York press also played an active role in the battle to end slavery in the United States.

In 1799, New York’s legislature finally adopted a measure for gradual abolition. It freed slave children born after July 4, 1799, but after they had served “apprenticeships” of twenty-eight years for men and twenty-five for women.

By 1816, the American Colonization Society was founded by American Whites, including many abolitionists. The society directed its efforts toward removing from the country Blacks already free. A number of abolitionists believed that racism was so deeply embedded in American life that Blacks could never enjoy freedom except by emigrating. The Black mobilization against colonization became a key catalyst for the rise of new, militant abolitionism in the 1830’s.

In 1817, the legislature decreed that all slaves who had been living at the time of 1799 act would be emancipated on July 4, 1827. WHILE SLAVERY NO LONGER EXISTED, NEW YORK’S PROSPERITY INCREASINGLY DEPENDED ON ITS RELATIONS WITH THE SLAVE SOUTH. AS THE COTTON KINGDOM FLOURISHED, SO DID ITS ECONOMIC CONNECTIONS WITH NEW YORK.

The economy of Brooklyn was very tied to slavery. Warehouses along its waterfront were filled with the products of slave labor-cotton, tobacco, and especially sugar from Louisiana and Cuba. In the 1850’s sugar refining was Brooklyn’s largest industry.

During the American Revolution, slaves that sided with the British found employment reconstructing the damaged parts of the city and working for the British army as servants, cooks, and laundresses. For the first time in their lives, they received wages and were effectively treated as free. When the British evacuated Philadelphia in 1778, moreB refugees arrived.

When the British sailed out of New York harbor in 1783, they carried not only tens of thousands of White soldiers, sailors, and loyalists, but over 3,000 Blacks most of whom had been freed in accordance with British proclamations. They ended up in Nova Scotia, England and Sierra Leone, a colony established by British abolitionists on the west coast of Africa later in the decade.

By 1830, more than a dozen Black congregations rented or owned buildings in lower Manhattan alone, including the African Methodist Episcopal Church, The Demeter Presbyterian Church and the First Colored Presbyterian Church. In 1832 the New York City Anti-Slavery Society was formed.

New York’s African American community supported the first Black newspaper in the United States, Freedom’s Journal.

Horace Greeley, the founder and an editor of the New York Tribune, took a strong moral position favoring the abolition of slavery.

Reverend Henry Ward Beecher was a leading opponent of slavery. Beecher raised money in his Brooklyn church, Plymouth Church, to purchase the freedom of slaves in symbolic protests against the institution.

The battle for social equality in New York led to civil disobedience. African-Americans even when legally free, were continually at risk. In an 1836 letter to the New York Sun, David Ruggles described the kidnapping of a free Black on the streets of New York.The presence of the rapidly growing free Black community ready to take to the streets to try to protect fugitive slaves would make New York a key battleground in the national struggle over slavery. Quickly Black institutions emerged-fraternal societies, literary clubs, and 10 Black churches. New York City replaced Philadelphia as the “capital” of free Black America. Africans can now been seen all over New York, many lived near the docks or in the 5 points.

The Underground Railroad in New York

New York City was a crucial way station to the metropolitan corridor through which fugitive slaves made their way from the Upper South through Philadelphia and on the upstate New York, New England and Canada.

Women were important conductors on the UGRR. One important station in New York City was the Colored Sailors’ Home, where Mary Marshall Lyons, the owner’s wife, fed and disguised more than one thousand refugees.

The unique socioeconomic structure of Weeksville, a Black township, offered a safety net for fugitives, while Brooklyn itself was [a] Mecca of abolitionist culture, home to several notable antislavery pastors, authors, activists and others who were key to the call for freedom.

Profiting from Slavery

Documents found at the New-York Historical Society shown that the founders of Brown Bros. Harriman, based in New York City, built the bank by lending millions of dollars to Southern planters and arranging for the shipment and sale of slave-grown cotton in New England and Great Britain.

Economic historian Douglas North found that the North provided “not only the services to finance, transport, insure, and market the South’s cotton, but also supplied the South with manufactured goods.

Despite the efforts of Whites, in New York, the slave system supported the development of New York as a commercial and financial center, by 1860 it was one of the world’s major metropolises.

Nautilus Insurance company, wrote over 300 life insurance policies on enslaves Africans in the American South. Aetna

uncovered 7 life insurance policies taken out by plantation owners for enslaved Africans.

As a result of the cotton trade, the port of the New York exceeded the combined shipping of its two major American business rivals, Boston and Philadelphia, in both volume and the value of goods being processed.

Commercial ties between North and South also provided New York City merchants with other economic benefits. Southern merchants and their families made annual pilgrimages to the city, ordering imported and domestic luxury goods and patronizing hotels, restaurants and resorts.

Many New York merchants championed conciliation with the South and compromise with slavery even after the Southern states started to secede.

The economic ties between the Southern planters and New York merchants were so strong that at the end of the Civil War, prewar commercial arrangements were quickly reestablished.

When the Civil War came to New York

Of course, New York’s role in the Civil War was critical to the Union’s success. New York contributed more soldiers, sustained more casualties, and also contributed more war materiel and financial support for the war than any other state. Remember, New York was arguably the most pro-South, pro-slavery city in the North because it had a very long and deep involvement in the international cotton trade. Even though many New Yorkers were pro-slavery and opposed the Civil War, once it happened, being New Yorkers, they figured out how to make a profit out of it. The banks lent great amounts of money to the Union's war effort, and much of that money was spent right back in New York on uniforms and horses and food and other supplies.

While the Civil War pitted North against South, some locations confounded that stark regional split. New York was one of those places, a city of divided loyalties and complex class, racial, and economic interests. While most New Yorkers supported the war at its outset, significant forces urged conciliation with the Confederacy. From Wall Street financiers, to commercial shippers, to merchants selling manufactured goods to a South that produced little of its own, the New York City economy depended heavily on southern cotton.

When the Civil War began in 1861, large numbers of New York City’s White workers did not embrace the fight to preserve the Union. Many resented the war effort, which brought economic hardship and increasing unemployment to working-class neighborhoods. *Competition for jobs between Irish and Black workers, already intense before the war, increased dramatically, and racial tensions mounted in work places and in working-class neighborhoods throughout the city.

The National Conscription Act exacerbated long-simmering class tensions and the deprivations brought on by wartime inflation; it was especially unpopular among the city’s immigrant White working class. When it was enacted on July 11, 1863 (Draft Riots ), it touched off the worst rioting Americans had ever seen. People and buildings representing Protestant missionaries, Republican draft officials, war production, wealthy businessmen, and African Americans suffered the worst of the crowds’ wrath, and after four days more than 119 New Yorkers were dead. Soon after the riots were quelled by federal troops, the northern war effort finally started to bear fruit and the city’s economy rebounded (aided by the re-legalization of the cotton trade with the rebel states).

Nearly three-quarters of the Black men of eligible age volunteered for the Union army. Because White soldiers did not trust them in actual combat, most Black soldiers were assigned to support roles, though they sometimes engaged with the enemy. New York registered 4,125 soldiers in its three Black regiments, the 20th, 26th, and 31st United States Colored Troops. Trained at Riker's and Hart's islands in the East River in early 1864, they were dispatched to Louisiana, South Carolina, and Texas, respectively. The 31st was at Appomattox Court House when Gen. Robert E. Lee surrendered his army.

Almost all the commissioned officers in U.S. Colored Troops regiments were White. David J. Pilsworth (1841-1895) enlisted as a private, suffered wounds in 1862, and was promoted to a captain of the 20th USCT after his recovery.

On June 17, 1864, Ellen Anderson, a respectable-looking widow, was ordered to leave the "Whites only" car of the 8th Avenue Railroad. "I said I was sick and wished to ride up home. I said I had lost my husband in the war. The conductor said 'he did not care for me, or my husband either,' and he and the police officer threw me off the car." She sued the railroad company and won. By July, all the streetcars in New York were open to Blacks.

Until the secretary of war intervened, city authorities forbade Blacks from marching behind Abraham Lincoln's body from City Hall to the Hudson River docks. Two thousand Blacks brought up the end of the march, carrying a banner that read "Abraham Lincoln, Our Emancipator." By that time, the body had already left the city.

For Black people, the years after the draft riots and the Civil War meant an increasingly fragmented community scattered through northern New Jersey, Westchester, Manhattan, Brooklyn, and Staten Island, but these distinctive neighborhoods developed their own civic, religious, and social organizations.

In New York, one final battle remained to preserve inequality and prevent Black suffrage. In April 1869, the state legislature ratified the Fifteenth Amendment to the federal constitution, guaranteeing the right to vote to Black men. But a New York State constitutional amendment for equal rights was voted down in November 1869, losing by 70-30% in New York City. In January, the new Democratic majority in Albany repealed the federal ratification of the Fifteenth Amendment by a vote of 69-55.

Despite New York's reversal, enough states did approve the Fifteenth Amendment, which was certified on March 30, 1870. Black Americans took the opportunity to celebrate a momentous victory.

On a self-titled album in 1969, the rock group The Band released “The Night They Drove Old Dixie Down,” a song depicting the final days of the Confederacy in 1865.

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Now read Richard’s piece on the 1692 Massacre of Glencoe here.

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During the second half of the 19th century, many political powers - European and Asian alike - had their attention concentrated on a kingdom that was famous for being isolated. Its location and resources were the obvious features that would make it an easy target for invasion. The land of Korea was so secluded from the outside world that it had earned the title of the ‘Hermit Kingdom’. As we focus on the happenings in China and Japan, we can’t leave out the land for which they were fighting. What were the circumstances in Korea while China and Japan had been strategizing to gain authority over her?

If you missed them, you can read Disha’s article on the First Sino-Japanese War here, and how the war may have led to the collapse of the Qing dynasty here.

A depiction of the 1882 Imo Mutiny.

Confucianism and Korean society

The foundations of Korean society were laid over the principles of Confucianism. Violation of any ritual practice was considered a greater offense than breaking a law. It was believed that a ruler who did not carry out the traditional rites in a proper fashion was unfit to rule. (1) Soon, Confucianism gained a societal aspect to it, rather than just a religious one. It came to be regarded as a way of life - a system through which all institutions of society could be run smoothly.

Confucianism idealized a society that was organized into classes. As a result, Korea had been a rigidly hierarchical society since the Koryeo times. The demarcation was done into the yangban and the common people. The yangban were the elite classes at the top. They were scholars of Confucianism and were trained from their childhood to become a part of the government. (2) They were entitled to several liberties that the common folks were not - one of them being tax exemption. (3)

Koreans were pleased with Korea’s identity as ‘little China’ because they believed China was the center of all that was under heaven. (4) China was a cultured land unlike Japan which no longer properly executed the venerable practices of Confucianism. This, along with the adoption of western ways, led Japan to be perceived as an inferior state. Furthermore, the Japanese didn't even conduct civil service examinations, so how could they employ good government officials? (5) In other words, they were no better than the barbarians from the West.

The 1881 Mission to Japan

Korea had remained secluded for centuries, earning the title of ‘Hermit Kingdom’. The Treaty of Kanghwa modified this status, as one of the main conditions of the treaty was allowing free trade to Japanese merchants and opening up three Korean ports. As the kingdom gradually lowered its walls of isolation, Japan’s modernization made an impression on Korea. Although, not all of it was positive.

To study the practices of modernized Japan, King Kojong sent a group of courtiers to Japan in 1881. These courtiers were ardent followers of Confucianism and also from the yangban classes. (6) The kind of Confucianism they witnessed in Japan had them scrunching their noses. No matter how unimpressed they were, they couldn’t help but admire the orderliness and prosperity there. (7)

The older members of the mission were not so keen on having the same reforms made in Korea. Contrary to their thoughts, modernization in Japan had a significant impact on the younger members. Having been exposed to new ideas, the urge to bring about change in the governance of their home state became stronger in these individuals. More than eighty books of reports were made that described various features of Meiji Japan in detail. (8) A special unit was also created under Lieutenant Horimoto Reizo, a Japanese official, to modernize the Korean army. (9)

Imo Mutiny

Around the same time, tensions started rising in the Korean army. The Korean soldiers did not particularly like the new reforms done under the Japanese unit. Moreover, there had been a delay in their payment. Rice was used as currency in those days and they found out that they had been given contaminated rice. As a result, the frustrated soldiers started a revolt against the crown in 1882.

The Imo Mutiny acted as a foothold for the Qing dynasty to reestablish its power in Korea. The incident brought Chinese troops into Korea. The Chinese now exerted their dominance by meddling in Korea’s affairs. The incident led to a visible division of the Korean administration into pro-Japanese and pro-Chinese factions.

The pro-Chinese were the older yangban who valued “Eastern learning” and were mostly from the Min clan. They made up the Sadaeparty meaning “serving the great”, which in this case was China. Interestingly, the Min clan was partial to the opinion that there was a need to modernize Korea with western weaponry while maintaining its comfort as a Chinese protectorate. On the other hand, the pro-Japanese were led by the younger yangban. These reform-pursuing individuals then formed an organization called the KaehwaParty (or the Enlightenment Party). (10) Kim Ok-kyun and Hong Yeong-sik were some of the prominent leaders of the Kaehwaparty.

The Gapsin Coup

The Treaty of Kanghwa omitted to mention Korea as a Chinese protectorate. To counter this move, the Chinese had begun persuading Korea to sign treaties with the West (11) to prevent any Japanese interference. After the Imo Mutiny, they were fairly certain that it was not so easy to snatch Korea away from them after all. So, when China clashed with the French in 1884, some of the Qing troops stationed in Korea since the mutiny were withdrawn.

The leaders of the Kaehwa Party saw this as an opportunity to liberate Korea from external and internal power plays. Their main objectives were the end of the yangban dominance in the administration and ending Korea’s identity as a Chinese tributary state.

A banquet was organized by Hong Yeong-sik for celebrating the inauguration of the new postal administration. (12) It was held in the presence of King Kojong on December 4, 1884. The event gave way to the king being held captive under the eye of Japanese guards and the killing of many pro-Chinese officials. This was the inception of a three-day coup, called the Gapsin coup, supported by Japan. It was executed under the leadership of Kim Ok-kyun.

Though it was quite ambitious, the coup fell short of fulfilling its purpose. The Chinese troops arrived in Korea at Queen Min’s request and vanquished the Japanese forces. The Li-Ito Convention put a pause to the bloodshed by removing both Chinese and Japanese troops from Joseon territory, albeit temporarily.

The Sino-French War concluded with the Qings having to cede Annam (Vietnam). In addition to the constant anti-dynastic rebellions and an inefficient government, another new problem now posed before the declining Qing dynasty was that of losing tributary states. China had lost Annam to the French and Burma (Myanmar) to the British. (13) It would be an utter disgrace for the Qings to lose suzerainty over another territory as the reputation of the dynasty worsened. This proved to be a grave situation as the focus shifted towards Korea which was still on Japan’s radar.

While the coup was suppressed and China had managed to regain Korea as a tributary, it did not remain so for a long time. The Tonghak Rebellion in 1894 went on to challenge Korean authorities. The situation got so out of hand that as a last resort Korea had to ask for Chinese intervention. The intervention, seen as the violation of the Li-Ito Convention, once again brought China and Japan to the battlefield.

What do you think of Chinese and Japanese conflict over Korea? Let us know below.

Now read Disha’s article on the Hitler Youth here.

Bibliography

Chung, Chai-sik. “Changing Korean Perceptions of Japan on the Eve of Modern Transformation: The Case of Neo-Confucian Yangban Intellectuals.” Korean Studies 19 (1995): 39–50. http://www.jstor.org/stable/23719138.

Hahm, Chaihark. “Ritual and Constitutionalism: Disputing the Ruler’s Legitimacy in a Confucian Polity.” The American Journal of Comparative Law 57, no. 1 (2009): 135–203. http://www.jstor.org/stable/20454666.

Huh, Donghyun, and Vladimir Tikhonov. “The Korean Courtiers’ Observation Mission’s Views on Meiji Japan and Projects of Modern State Building.” Korean Studies 29 (2005): 30–54. http://www.jstor.org/stable/23719526.

Hsu, Immanuel C. Y. “Late Ch'ing Foreign Relations, 1866–1905.” Chapter. In The Cambridge History of China, edited by John K. Fairbank and Kwang-Ching Liu, 11:70–141. The Cambridge History of China. Cambridge: Cambridge University Press, 1980.

Seth, Michael J. A History of Korea: From Antiquity to the Present. Lanham, MD: Rowman & Littlefield, 2011.

References

1 Chaihark Hahm, ‘Ritual and Constitutionalism: Disputing the Ruler's Legitimacy in a Confucian Polity’, http://www.jstor.org/stable/20454666.

2 Michael J. Seth, A History of Korea: From Antiquity to the Present, ‘Choso˘n Society’, 176-177.

3 Ibid, 167.

4 Chai-sik Chung, ‘Changing Korean Perceptions of Japan on the Eve of Modern Transformation: The Case of Neo-Confucian Yangban Intellectuals’, http://www.jstor.org/stable/23719138.

5 Ibid.

6 Donghyun Huh and Vladimir Tikhonov, ‘The Korean Courtiers’ Observation Mission’s Views on Meiji Japan and Projects of Modern State Building’, http://www.jstor.org/stable/23719526.

7 Ibid.

8 Ibid.

9 Michael J. Seth, A History of Korea: From Antiquity to the Present, ‘Korea in the Age of Imperialism, 1876-1910’, 235-236.

10 Ibid, 238.

11 Immanuel C. Y. Hsu, “Late Ch'ing Foreign Relations, 1866–1905”, The Cambridge History of China Vol. 11, 102.

12 Michael J. Seth, A History of Korea: From Antiquity to the Present, ‘Korea in the Age of Imperialism, 1876-1910’, 238-239.

13 Immanuel C. Y. Hsu, “Late Ch'ing Foreign Relations, 1866–1905”, The Cambridge History of China Vol. 11, 101.

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A number of pilgrims sailed on the Mayflower from England to America and the New World. The foundations that the American republic was built on can be traced back to these people, and the sacrifices they made, when they came ashore just over 400 years ago on November 11, 1620. Noel Maldonado explains.

*Embarkation of the Pilgrims*, 1857. By Robert Walter Weir.

Why Did the Pilgrims Come to America?

The origins of the Mayflower Voyage date back to the early 1600s, when a group of Christians — labeled “Separatists” (the term Pilgrim wasn’t used until much later) — decided to leave the Church of England to form their own congregation in Scrooby, England. As a result, the group was constantly watched by the King’s guard, since it was illegal to hold their own services. They were fined, imprisoned, harassed, and scorned. This persecution continued until the group decided to flee to Holland. After two escape attempts, they finally succeeded, reuniting in Holland where they could worship freely.

What Was the Mayflower Voyage?

However, after staying in Holland for 12 years, the Pilgrims weighed the cost of remaining there. The hard factory work they were required to do to sustain their families was taking a toll on their health and the health of their children. They were proud Englishmen, so watching their children become Dutch in language and marriage was not ideal. War with Spain was imminent, and, while the country allowed them to worship freely, the Pilgrims believed they were called to share the Gospel with the natives of the New World. It was at this point that the group made the decision to leave and forged their plans to cross the vast ocean to start over in the northernmost parts of Virginia.

By this time, the group had become a congregation of 300 people, led by John Robinson, a pastor, and professor in one of Leiden’s universities. In the end, only 102 people would take on the journey. There were children as young as one year of age and elderly as old as 64. About half the people on board were from the Scooby congregation that had moved to Holland, and the other half were from England. The Mayflower was a simple wine ship that was hired specifically for this journey.

While there were supposed to be two ships making this voyage, the second ship, the Speedwell, began to leak, so all passengers had to travel in the tight cargo compartment of the Mayflower. Unfortunately, because the Speedwell had delayed the group twice, they set sail in September, which was a stormy season on the Atlantic Ocean. A trip that should have only taken 33 days took about 66 days because they encountered bad weather.

Waiting for a Chance to Land

After the group had endured miserable conditions at sea, the Mayflower finally approached land on November 9, 1620, which was confirmed to be the Cape Cod area. They were further north than what their patent allowed, but after attempting to sail further south, they anchored the ship in Provincetown Harbor. The ship had almost wrecked in the dangerous waters of Pollack’s Rip, so they had turned back towards the harbor. There was talk of separation between the Scrooby congregation and the others on board, so the groups compromised with an agreement called the Mayflower Compact. This document established the first civil body politic in America, and would become the basis of the American Declaration of Independence and the American Constitution.

Unfortunately, the group was greeted by the arrival of winter. This meant that there wouldn’t be any crops to harvest until the following year, and they only had the food aboard the Mayflower to last through the winter.

That first winter, the group fell very sick; roughly half of them did not live through the cold winter. When the worst of the winter came during January and February, around two to three people would die every day, so they had to bury their dead in unmarked graves at night. Today, you can find a sarcophagus in Plymouth that protects the bones of those who died during the first winter.

Encounters With Native Americans

As time passed, the Pilgrims were able to nurture a mutually beneficial and friendly relationship with the natives. Through Squanto, the Pilgrims were introduced to the chief, or Great Sachem, of the Wampanoag, Massasoit.

This agreement would work to the benefit of both parties. While the natives shared resources and methods of farming, the Pilgrims provided protection to the tribe, resulting in both communities thriving. Because a plague had devastated the Wampanoag tribe, they were eager to form an alliance with the Pilgrims to protect them in times of war. Both groups agreed to defend one another in case of an attack. The treaty lasted an astounding 50 years.

Settling the Massachusetts Bay Area

The 51 surviving Pilgrims celebrated their first harvest with the Wampanoag during the fall of 1621. This is the event that we now commemorate as the first Thanksgiving. As the colony grew, other ships came. As their numbers grew, the Englishmen purchased land from the natives, and in 1630, Boston was founded by Puritan Governor John Winthrop.

The Puritans would eventually settle the Massachusetts Bay area. This era was known as the “great migration” because thousands of Puritan settlers made their way from England to the New World.

Uncovering the Legacy of This Important Event

The real history of the Pilgrims is certainly one to be remembered. The Pilgrims are just one group of people in history who provide us with important lessons such as steadfastness, good character, caring for and valuing others, and treating each other with kindness and respect. The Pilgrims were able to stay true to their beliefs despite persecution, starvation, trials, and death. They were great examples of ordinary men and women that God used for His plans and purposes. As such, this group we call Pilgrims should be remembered as Christians who acted with godliness and genuine concern for those around them.

Conclusion

The true story of the Pilgrims is one of sacrifice and honor which paved the way for the freedoms we enjoy today in America. To ensure that they were free to serve and praise God in complete freedom without persecution, they made the ultimate sacrifice to ensure that we could do the same today.

What do you think of the first American pilgrims? Let us know below.

Sources

https://www.dayspringchristian.com/blog/americas-sacred-story-the-true-story-of-the-pilgrims/

https://www.ushistory.org/us/3c.asp

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US President Woodrow Wilson was less than well towards the end of his presidency (1913-21). This led to a powerful role for his wife, First Lady Edith Galt Wilson. Here, Richard Bluttal explains her role of ‘stewardship’ that could arguably make her the first female US president.

First Lady Edith Wilson’s official White House portrait.

It was a grueling period for both. First Paris among diplomats worldwide, then a cross country trip, 8-10,000 miles. They passed through scorching temperatures of the West, without any air conditioning. He complained of splitting headaches, at one stop experiencing blurred vision. She called for his doctor and said that her husband’s face was twitching and he was gasping for breath, similar to an asthma attack. Dr. Grayson, his doctor, drew up a series of mandates, stating “Complete rest, total isolation from his job, and no one should interfere with his health.” They returned home. On October 2, 1919, his wife went to check to see how her husband was doing. He said to her, “I have no feeling in my hand,” motioning to his left hand. Minutes later, after calling his doctor from downstairs, she heard a thump like a body falling from his bed. Running back upstairs, she found her husband unconscious and bleeding on the bathroom floor. Edith Galt Wilson had to make a quick decision - the country, or the life of her husband, President Woodrow Wilson. And why did he decide to arrange this tour, in support of the League of Nations?

From the standpoint of his October 2nd attack, what would the world know of this, let alone his administration and members of Congress. Very simple, nothing was to be said about the severity of his condition. The cover up had begun, and would continue until the end of his administration, close to two years later. One of his doctors told Edith that the President must not be disturbed so that nature can repair the damage. Edith’s response was, “How can I protect him from problems when the country looks to him as the leader? What do we tell the world?” On October 3rd, Dr. Grayson issued a bulletin, “The President is a very sick man. Diagnosis is a nervous exhaustion”. In the remaining days and weeks, additional bulletins said that the President was recovering nicely.

Wilson’s condition

How bad was the President’s condition? In Woodrow Wilson: A Medical and Psychological Biography Edith Weinstein writes, “The symptoms indicate that Wilson suffered from an occlusion of the right middle cerebral artery, which resulted in a complete paralysis of the left side of the body, a loss of vision in the left half vision of both eyes, weakness of the muscles of the left side of his face, tongue and jaw and pharynx accounted for his inability to speak.” All additional physicians that were allowed to see him remarked, “He looked as if he was dead.”

I think it’s important to understand what might have been the issue causing the anxiety and strain that led to this medical condition. Let us review the first World War, the United States entry and the League of Nations.

In the summer of 1914, the assassination of Archduke Franz Ferdinand, heir to the Austro-Hungarian Empire, ignited a continental war between the Central Powers of Germany, Austria-Hungary, and the Ottoman Empire and the Allies of France, Great Britain, Russia, and Italy. By the war’s end in 1918, the war would span the globe, claim more than 16 million lives, and change the world forever.

Germany planned to quickly defeat the British and French to the west before turning its full force east to Russia, but its initial thrusts into Belgium and northern France were checked. By the end of 1914, 400 miles of trench lines – the Western Front – stretched from Switzerland to the North Sea.

The United States initially remained neutral. But reports of German atrocities and submarine attacks on shipping bound for Britain and France – most infamously the 1915 sinking of the Lusitania, which killed 128 Americans – began to change American opinion.

In 1916 President Woodrow Wilson won re-election on the slogan “He kept us out of war.” But in April 1917, Germany’s resumption of unrestricted submarine warfare, along with its offer to help Mexico recover territories lost to the United States in 1848, led Wilson to ask Congress to declare war on Germany. American entry came none too soon. The British were running out of men, almost half of the French army had mutinied, and the Russian Revolution in 1917 would lead to Russia’s withdrawal from the war, allowing Germany to shift troops to the Western Front.

American troops conducted their first major action on May 28, 1918, when the 1st Division rolled back a German salient at Cantigny. Soon after, American forces were deployed along the Western Front, fighting in battles that have become part of American military lore. In early June, the 2ndDivision, including a brigade of U.S. Marines, drove German forces out of Belleau Wood after weeks of savage fighting. At Chateau Thierry the 3rd Division won the name “Rock of the Marne” for its stand on the Marne River. More Americans joined Allied counterattacks in summer and fall 1918, fighting with British, Canadian and Australian allies in Flanders and the Somme, and with the French at Soissons and across the Marne, Aisne, and Oise rivers.

On September 26 American forces launched the Meuse-Argonne Offensive, the largest battle in American history. Over 47 days, 1.2 million American troops drove the Germans back 40 miles to the vital railway hub of Sedan. More than 26,000 American soldiers died.

As American troops moved through the Meuse-Argonne, it became apparent that Germany had lost the war. An armistice was signed on November 11, 1918, effective at 11 a.m. – the eleventh hour of the eleventh day of the eleventh month.

After the war

In January 1919 the allies met in Paris to negotiate peace. Leaders of the victorious Allied powers—France, Great Britain, the United States and Italy—would make most of the crucial decisions in Paris over the next six months. For most of the conference, U.S. President Woodrow Wilson struggled to support his idea of a “peace without victory” and make sure that Germany, the leader of the Central Powers and the major loser of the war, was not treated too harshly. On the other hand, Prime Ministers Georges Clemenceau of France and David Lloyd George of Britain argued that punishing Germany adequately and ensuring its weakness was the only way to justify the immense costs of the war. In the end, Wilson compromised on the treatment of Germany in order to push through the creation of his pet project, an international peacekeeping organization called the League of Nations. President Wilson sought a piece based on his “Fourteen Points,” meant to foster international peace and cooperation. While some of the terms were included in the final treaty, including creation of a League of Nations, the pre-war colonial system remained in place. The Allies also compelled Germany to accept responsibility for starting the war, giving up territory and colonies, and pay crippling war reparations. His prime objective was to include his 14 points in the League of Nations.

It helps to examine the medical history of Woodrow Wilson. Historian Edwin A. Weinstein notes that Wilson had a history of cerebrovascular disorders dating back to 1896, sixteen years before he was elected president. Weinstein writes in his biography of Wilson, that the young Woodrow was a slow learner, and this could be a sign that he was dyslexic. He was always a high-strung person and subject to illnesses that were probably psychosomatic in nature. His letters often contain references to poor health, and his rhetoric frequently used metaphors regarding the body. Wilson was serving as an instructor at Princeton in 1896 when he suffered his first stroke. As Weinstein puts it, “Wilson’s first known stroke, in 1896, manifested itself in a weakness and loss of dexterity of his right hand, a numbness in the tips of several fingers, and some pain in the right arm. Aside from the pain, which was transitory, the symptoms and manner of onset indicate he had suffered an occlusion of a central branch of the left middle cerebral artery. This vessel supplies the regions of the left cerebral hemisphere that control movement and sensation for the contralateral extremities. The subsequent course of the disease suggests that the branch was blocked by an embolus from the left internal carotid artery.” In 1913, Wilson suffered another stroke, only this time, it was his left arm that was affected. Weinstein writes: The episode which affected Wilson’s left arm was particularly ominous from a clinical standpoint. The most likely diagnosis is that he had developed an ulcerated plaque in his right carotid artery from which an embolus had broken off. This meant that the cerebral circulation has been impaired on the right, previously unaffected, side of the brain. This evidence of bilaterality of involvement not only increased the risk of future strokes, but also created the possibility that enduring changes of behavior, based on insufficient blood supply and impaired oxygenation of the brain, might eventually occur.” Wilson seemed ill in 1915 and De Schweinitz was called. The doctor found evidence of hypertension and a hardening of the arteries, warning signs that his state of health was precarious. He informed Grayson, but Wilson continued his state of denial. Dr. Weinstein in his book also notes the following additional ailments: Wilson had multiple other neurological events that were presumably vascular in origin, November 1907 -- Developed weakness and numbness of fingers or right upper limb that lasted several months, July 1908 -- Two attacks of "neuritis" affecting the right upper limb, December 1910 -- Transitory weakness of the right hand. April 1913 -- Attack of "neuritis" involving right upper limb, May 1914 -- Abnormal retinal arteries observed, May-Sept. 1915 -- Episodes of transient weakness in his right hand.

Stewardship

What few people knew was that the President had kept his wife in the loop about all matters of state, including her sitting in on the League of Nations meetings. As noted above, the cover-up was Edith assuming complete reins of power. How was she to govern? In her memoirs she states very clearly, “The only decision that was mine was what was important and what was not, and the very important decision of when to present matters to the President. I asked the doctors to be frank with me, that I must know what the outcome would probably be, so as to be honest with the people. The recovery would not be hoped for, they said, unless the President was released from every disturbing problem, during these days of Nature’s effort to repair the damage done. ‘How can that be?’ I asked the doctors when everything comes to the executive is a problem. One doctor, Dr. Dercum leaned into me and said, “Have everything come to you, weigh the importance of each matter, and see if it is possible by consultations with respective heads of the Departments to solve them without the guidance of your husband.”

In the mornings, Edith Wilson would get up and begin her “stewardship,” the word she used to refer to her relative takeover of the West Wing. She would attend meetings in place of her husband, and when information needed to be passed to him, she would insist that she be the one to do it. In the evenings, she would take all necessary paperwork back to the residence, where Woodrow was presumably waiting, and inform him of what he needed to know. The next morning, she would return the paperwork to its original owner, complete with new notes and suggestions. She would also vet the carefully crafted medical bulletins that were publicly released. Continually she would say that the President needed bed rest and would be working from his bedroom suite. If it seemed like an odd arrangement, the people closest to the matter didn’t comment on it. They lined up at Edith’s door day in and day out, waiting for the notes that she passed back and forth between them and their leader. They went no further than the first lady, if they had policy papers or pending decisions for him to review, edit or approve, she would first look over the material herself. If she deemed the matter pressing enough, she took the paperwork into her husband’s room where she would read all the necessary documents to him.

While Edith maintained that she was simply a vessel for information and that all notes passed back to presidential staff were Woodrow Wilson’s own words, White House officials soon began to doubt the authenticity of the notes. For one, they had never seen the president himself write the words, and for another, they didn’t entirely trust the First Lady. William Hazelgrove in his book Madam President goes further,” the issue of a presidential signature is a vexing one. Presidents must sign many documents and the operation of government can be held up for want of signature. But here was a man paralyzed on his left side going in and out of consciousness. Edith “helped” the president by “steadying his right hand in guiding his pen.” Now his signature has changed, senators took this as evidence that the first lady was either signing documents or that she was guiding the president’s hand. Hazelgrove continues, “Edith did sign documents, probably many of them. The President was a paralyzed man who could barely talk, had lost control of his bodily functions, and lived in a post-stroke-twilight. There is no doubt Edith signed when necessary.”

Decision-making

The essence of Mrs. Wilson's usurpation lay in the absence of decision-making. She permitted only a handful of officials to see the president, and that only in the latter phase of his illness; and these audiences were often weirdly stage-managed in his darkened White House bedroom, usually in her inhibiting presence and that of Admiral Grayson. Many issues (e.g., the infamous "Red scare" raids of Attorney General Mitchell Palmer) were not brought to the president's attention, and it is uncertain whether he had the capacity to act even if he could have focused on them. When it became absolutely necessary to indicate what Wilson thought about a pending question, Mrs. Wilson would occasionally issue in her own handwriting a kind of bulletin from the sickroom reading "the president says" thus and so -- an unacceptable substitute for real decision memoranda.

She became the sole contact between the President and the cabinet. In fact, when Senator Albert Fall was sent by the Republicans to investigate the President’s true condition, Edith helped arrange Woodrow in bed so that he appeared presentable and alert. The President passed the test. The New York Times reported that “the meeting silenced for good the many wild and often unfriendly rumors of the President’s disability. “The essence of Mrs. Wilson's usurpation lay in the absence of decision-making. She permitted only a handful of officials to see the president, and that only in the latter phase of his illness; and these audiences were often weirdly stage-managed in his darkened White House bedroom, usually in her inhibiting presence and that of Admiral Grayson. Many issues (e.g., the infamous "Red scare" raids of Attorney General Mitchell Palmer) were not brought to the president's attention, and it is uncertain whether he had the capacity to act even if he could have focused on them. When it became absolutely necessary to indicate what Wilson thought about a pending question, Mrs. Wilson would occasionally issue in her own handwriting a kind of bulletin from the sickroom reading "the president says" thus and so -- an unacceptable substitute for real decision memoranda. It was a bewildering way to run a government, but the officials waited in the West Sitting Room hallway. When she came back to them after conferring with the President, Mrs. Wilson turned over their paperwork, now riddled with indecipherable margin notes that she said were the president’s transcribed verbatim responses. To some the shaky handwriting looked less like that written by an invalid and more like that of his nervous caretaker.

25th Amendment

The question of the 25th Amendment now comes into play. Why didn’t the Vice President immediately assume control? Amid delicate political negotiations over the League of Nations, as well as the multitude of items faced by every administration, hiding the health crisis of the president was something that could not be easily done. But it seems that this is exactly what the small circle around Wilson did, especially the first lady. Secretary of State Robert Lansing, a man who was with Wilson in Europe and an important part of the negotiations over the League of Nations, was the first to raise the alarm that the president was in an incapacitated state. Lansing pressed Dr. Grayson about the reports that the president had fallen ill. Dr. Grayson lied to Lansing, telling the secretary of state that Wilson was only suffering from “a depleted nervous system” and that the president’s mind was “not only clear but very active.” However, Joseph Tumulty was more candid and suggested to Lansing that the president had suffered another stroke. Lansing immediately declared that Wilson should transfer presidential power to Vice President Thomas R. Marshall. Loyal to Wilson, both Tumulty and Dr. Grayson objected.

Robert Lansing called a cabinet meeting on October 6, 1919, something he was not supposed to do without President Wilson’s knowledge. It was an important meeting because no administration had had to address a situation when a president was alive but incapacitated. The United States Constitution’s only words for such a situation before the passage of the 25th Amendment in 1967 are found in Article II, Section 1, Clause 6. It states as follows:

In Case of the Removal of the President from Office, or of his Death, Resignation, or Inability to discharge the Powers and Duties of the said Office, the Same shall devolve on the Vice President, and the Congress may by law provide for the Case of Removal, Death, Resignation or Inability, both of the President and Vice President, declaring what Officer shall then act as President, and such Officer shall act accordingly, until the Disability be removed, or a President shall be elected.

Wilson was not dead, had not resigned, and was disputing, at least through a proxy, that he could not discharge the powers of the presidency. Vice President Marshall did not want to appear too eager to become president, so he declared he would not act unless Congress declared Wilson incapacitated. Also, the first lady never wanted Marshall to be President. The problem with the constitution, as it was written then, was that there was a plan for succession of the vice president in case of death, but not of disability, as said by Dr. Markel.

The cabinet meeting on October 6th did little to define or answer any Constitutional questions. Nothing was decided except to see how Wilson’s health progressed. Robert Lansing resigned the following year on February 20 for an “assumption of presidential authority” by calling the cabinet meeting without Wilson’s approval.

Groundbreaking

William Hazelgrove, author of Madam President: The Secret Presidency of Edith Wilson notes the following, “Edith Wilson’s presidency was short – less than two years – but it was groundbreaking. Woodrow Wilson after his stroke could not perform the duties of the presidency and Edith stepped in to fill the role. Edith's guiding principle as president was to keep her husband alive by taking over his job and restricting access to him. Edith’s presidency fits the constitutional definitions of the duties of president. The Constitution defines the president’s first role as commander-in-chief of our military. World War I had just ended but the peace had not been settled. Edith was in the middle of the negotiations to get the Treaty of Versailles ratified and to implement the League of Nations with the United States as a member. Edith exercised five out of the six duties of the presidency. But history is not just facts. It is an accumulation of events and circumstances that interact with individuals upon the grand stage of life. Verisimilitude is by definition that which appears most true, but it is only through the exigencies of shared experience that we see truth. It is the journey after all and not the destination that matters most. It is hard for people to believe the United States had a woman president in 1919. Back then, women didn't take over struggling jewelry businesses or buy and drive cars, certainly not women who had only two years of formal education. But Edith Wilson did all of these things. We cannot know exactly what transpired in the Wilson White House, but since communications were by letters, there is a paper trail that gives us an indication. It is in those letters that we see Edith Wilson's involvement in running the United States from October 1919 to March 1921. “

Yet by deferring to her cabinet officers, and tackling a handful of high priority issues, Mrs. Wilson managed to keep the ship of state afloat. What rendered this possible was the institutional momentum of the executive branch. In the absence of direct guidance from the White House, officials filled the void with their own best judgment, and muddled through.

A few Republican critics of the president, such as Sen. Albert Fall (R-N.M.), railed against “petticoat government,” but the President’s Democratic allies largely circled the wagons, ignoring his obvious impairment, while adversaries in his own party, including Vice President Thomas Marshall, remained conspicuously silent.

Legacy

Unfortunately, in the absence of authoritative White House leadership, institutional forces could only keep the government machine well-oiled for so long. Eventually, Mrs. Wilson’s method of temporizing and triage proved inadequate. Wilson’s illness exacerbated his more negative qualities of stubbornness and his need to be right. He absolutely refused to compromise on the Versailles treaty to get it through Congress. Wilson was so far out of the loop due to his illness that he didn’t comprehend the extent of the opposition in the Senate and that the only way to get the treaty passed was with Henry Cabot Lodge’s reservations. Edith tried to convince him to change his mind. Because of his unwillingness, the Democrats didn’t have enough votes to ratify the treaty, and the United States ended up not joining the League of Nations. Had Wilson resigned at the outset of his illness when he had suggested it, and Vice President Marshall succeeded as President, or at least assumed the role until Wilson was better, a compromise would have been reached with Lodge and the treaty passed. The United States would have joined the League of Nations and played an active role in the international peace organization in the years leading up to World War II. If Edith had put the nation’s needs ahead of her husband, Wilson’s dream of America playing a significant role on the international stage would have come to fruition. As it was, his successor Warren Harding took America back to its isolationist stance.

What do you think of First Lady Edith Galt Wilson’s ‘stewardship’ of the American presidency? Let us know below.

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Glencoe, in the Western Highlands of Scotland, is one of the most serene places in the British Isles. The valley is buttressed by soaring peaks reflecting off the shore of Loch Leven granting the modern traveler a comforting feeling of tranquility. But the events of a February night in 1692 taint this glen with an eerie sense of horror. Here, Brian Hughes tells us about the 1692 Massacre of Glencoe.

*After the Massacre of Glencoe* by Peter Graham, 1889.

O Cruel is the Snow

That sweeps Glencoe

And covers the Grave O Donald

And cruel was the foe

That raped Glencoe

And murdered the House of MacDonald

The Corries, The Massacre of Glencoe.

Scottish history is especially marked by tragedy, slaughter, and violence. From the arrival of the Roman Legions to Prince Charles Edward Stuart’s ill fated attempt to recover the throne of his father in the 1745 Uprising. With no shortage of extreme violence it is a wonder that this particular event receives a greater degree of notoriety. The reality is all too disturbing in that this government sanctioned massacre was in fact murder under trust. For almost two weeks soldiers ate, drank, exchanged stories, and played games with the men, women and children who agreed to quarter them in accordance with the sacred laws of hospitality so prevalent in Scottish Highland culture. To betray this was a mortal sin. In a horrific display of treachery, soldiers of the Earl of Argyll’s Regiment of Foot who then were billeted in settlements running up and down the glen began to ruthlessly butcher their hosts as per the orders of their commanding officers. The people of Glencoe were victims of a maniacal political plot designed to efficiently instill fear and command obedience of the often problematic clans. The Massacre of Glencoe contributed significantly to a new wave of Jacobitism greatly affecting British politics for the next half of the century. To this day the massacre is commemorated in Glencoe, where small crowds gather around an evocative monument honoring the victims who were killed in cold blood in their homes and beds whilst a February blizzard howled.

Prelude

In 1692 Glencoe was inhabited by a branch of Clan Donald. Control of the glen was granted to the MacDonalds following Robert the Bruce’s victory at Bannockburn in 1314. For centuries Clan Donald ruled a maritime empire encompassing the Hebrides and other Western Isles in addition to a significant portion of the mainland. Over the years Clan Donald’s preeminence as the most powerful clan within the Western Highlands and Isles had been waning. The Macdonalds of Glencoe were a rather impoverished sept, often resorting to raiding against their wealthier neighbors as a means of survival. They were regarded by many as a persistent nuisance especially by the Campbells in nearby Argyll.

The current Chief of the Glencoe Macdonals was Alisdair Ruadh MacIan MacDonald, known to his contemporaries as MacIan, the hereditary title of the chiefs. By now MacIan was an old man believed to have been in his sixties. His people lived in settlements along the River Coe and probably numbered about five hundred.

The 17th century was a tumultuous time in Scotland. The country was nearly torn apart by a series of rebellions, civil wars, and regime changes as the country became drawn increasingly within the orbit of her larger neighbor to the south, England. Following the Glorious Revolution, William of Orange and his wife Mary ousted the last Stuart King James the Second after the decisive Battle of the Boyne in July 1690. With William now King and James in exile, the complex geopolitical landscape of the day shifted drastically as William’s primary concern was the safety and well being of his native Netherlands who was consistently drawn into conflict with a bellicose France under Louis the 14th. Many Highland chiefs including MacIan were supporters of the Stuart cause and currently found themselves in an awkward state of royal allegiance. King William shrewdly deferred to his ministers in both London and Edinburgh, granting them sway in how to best deal with the nettlesome clans, most of whom were eager to assuage prior hostilities. In August of 1691 the government offered the clans exoneration so long as they swear an allegiance to the new King William before the end of the year. Some of the clan chiefs opted to delay their submissions for various reasons, some of whom like MacIan demanded some sort of clarification from James the Second, now in exile.

Although James did eventually consent to the chiefs submitting their oaths, word would not reach MacIan until close to the end of the deadline. On December 31st in a treacherous snowstorm MacIan crossed the mountains to Inverlochy, today Fort William, to declare his allegiance. Informed by the commanding officer John Hill that he was unable to receive MacIan’s compliance, MacIan thus became forced to travel to Inverary in Argyll many days' ride to the south and after the deadline. MacIan was desperate. Likely weeping on behalf of his people his oath was eventually accepted on the 6th of January by Sir Colin Campbell. MacIan then returned to Glencoe, likely assured of safety and government protection. Little did he know that his tardiness would have fatal consequences for himself and his people.

Preparation

For John Dalrypmple, First Earl of Stair, MacIan’s delayed oath was the catalyst he needed to enact a harsh and vindictive policy of capitulation. Unbeknownst to the clans, the Crown now had the necessary impetus for retribution. Despite the fact that certain clans such as the MacDonalds of Glengarry(Cousins of Glencoe) had yet to swear their oaths, the government now had their ideal prey, The MacDonalds of Glencoe.

Glencoe’s terrain makes it a natural fortress but likewise a prison. It can be easily sealed off from a few approaches and with very few men. The MacDonalds were not numerous in eligible fighting men and maintained no fortified keep or castle. They likewise were in the epicenter of Lochaber, a region long associated with particularly troublesome clans.

The man chosen to carry out this macabre task is a curious one. Robert Campbell of Glenlyon was sixty years of age. Poverty-stricken in addition to being an inveterate drunk and gambler, Glenlyon had entered military service as an old man probably as a means to pay off his massive debts. Being well connected to the powerful Clan Campbell, he was able to obtain a commission as Captain of the Duke of Argyll's Regiment of Foot. In 1692 the cream of the army was abroad in Flanders and precious few men were available to pacify troublesome districts such as the Highlands. Glenlyon's command served a dual purpose aside from the orders he would soon receive. Knowing full well that the task of slaying the MacDonalds would invite mass condemnation, the government now had the perfect scapegoat in Glenlyon, a man with seemingly very little to lose. In addition, Clan Campbell and Clan Donald maintained a bitter and famous rivalry that permeated over the centuries. This could simply be spun as yet another brutal incident between rival clans.

At the end of January 1692, two companies of approximately one hundred and twenty men under Glenlyon entered Glencoe. Surely their unexpected approach would have triggered confusion as well as suspicion prompting the MacDonalds to stow away any weapons in their possession. Glenlyon issued quartering papers to John MacDonald, eldest son of MacIan stating that there was no space in the fort at Inverlochy to accommodate his men who were soon to march on MacDonald of Glengarry. Hospitality was a sacred obligation within Highland culture. So much so that it was recognized and practiced even amongst feuding clans. Furthermore, providing billeting for the King's soldiers was often a responsibility of subjects in lieu of taxation. Whether the Fort was at capacity or not remains uncertain but MacIan surely was eager to prove his loyalty to King William. And what better way than to host the King's soldiers.

The people of Glencoe lived in small settlements or townships throughout the Glen from the mouth of Loch Leven to Achtriachtan. Soldiers would likely have been billeted in small groups of three to five in the various crofts and farmhouses. Glenlyon’s choice of quartering is peculiar, inviting speculation that he may or may not have had prior knowledge of the order in which he would be obliged to carry out. Instead of lodging at MacIan’s spacious and well furnished residence at Carnoch, close to Loch Leven, Glenlyon chose instead to reside at Inverrigan, roughly the middlemost of the townships. This would serve as the ideal command post if and when a military operation was to be undertaken. In any case, Glenlyon found himself a frequent guest of MacIan night after night drinking himself almost unconscious. The soldiers similarly enjoyed what little offerings the people of Glencoe provided in the midst of winter. For almost two weeks the soldiers drilled and would spend their leisure hours sharing food and drink with their hosts, who otherwise may have been seen as enemies.

Orders arrive

On the 12th of February orders had arrived from Major Duncanson to Glenlyon as he sat playing cards with two of MacIan’s sons(MacIan’s youngest son Alasdair Og was married to Glenlyon’s neice) when the grim order arrived.

You are hereby ordered to fall upon the rebells, the McDonalds of Glenco, and put all to the sword under seventy. you are to have a speciall care that the old Fox and his sones doe upon no account escape your hands, you are to secure all the avenues that no man escape. This you are to putt in execution attfyve of the clock precisely; and by that time, or very shortly after it, I’ll strive to be att you with a stronger party: if I doe not come to you att fyve, you are not to tarry for me, but to fall on. This is by the Kings speciall command, for the good & safety of the Country, that these miscreants be cutt off root and branch. See that this be putt in execution without feud or favour, else you may expect to be dealt with as one not true to King nor Government, nor a man fitt to carry Commissione in the Kings service. Expecting you will not faill in the full-filling hereof, as you love your selfe, I subscribe these with my hand att Balicholis Feb: 12, 1692.

Glenlyon proceeded to dismiss himself from his guests without giving away the slightest suspicion. He declared that he and his command were at once to march against Glengarry and that there was much to be done.

As the tell tale signs of a blizzard swelled in the skies above Glencoe orders began to be discreetly passed down to the soldiers informing them of their orders. It is widely assumed that the Highland soldiers within the ranks were horrified upon receiving their orders in which they were obliged to execute. Some stated that they bore no transgressions upon meeting the MacDonalds in a fair fight but objected to the simple and horrifying truth admitting that their task was nothing more than murder.

Massacre

As the early winter darkness began to set in and the inhabitants of Glencoe retired to their crofts, a ferocious blizzard swept through the valley. This was no night to be in the elements, but for the first time in two weeks an immense amount of activity stirred the glen. The soldiers were out and about cleaning their weapons while others fixed bayonets. More than one sentry stood guard at the various outposts talking amongst themselves. For Alasdair Og this was too much. Already skeptical, he soon ventured from his warm quarters to MacIan’s home describing with ardent concern his suspicions to his father. MacIan, doubtful of his son's concerns, dismissed him but gave him permission to further investigate. This he did, arriving at Glenlyon’s headquarters at Inverrigan there finding the Captain awake and loading his pistols. Expressing his concerns, Alasdair demanded to know why so many soldiers were out and about at a most abnormal hour and in such ghastly conditions. Glenlyon proceeded to ease Alasdair’s reservations by once again explaining his false orders to march on Glengarry and stating would he really intend harm on the family of his niece? While not wholly satisfied, Glenlyon's explanation was enough for Alasdair as he returned home. But unbeknownst to him in the very house in which he had exited, nine inhabitants sat bound and gagged as the hour of five which would greenlight the massacre had not yet arrived.

The first killings probably appeared near Invercoe, where the River Coe meets Loch Leven. Nearby at MacIan’s home in Carnoch a small group of soldiers under Lieutenant Lindsay knocked on the door asking to see MacIan stating that they intended to be off soon and wanted to thank him for his hospitality. A servant soon roused MacIan explaining the situation. Not forgetting his manners, MacIan instructed the servant to bring a dram to the soldiers as he began to rise from his bed and dress. Suddenly the soldiers forced into the house and through the door firing two shots into MacIan with the killing blow passing through his head.(This was probably fired by Lindsay) Shortly thereafter his home was looted of valuables as the savage band left. All throughout the glen small fire teams went from house to house shooting and butchering their former hosts, scattering livestock, and torching structures in a coordinated yet barbaric effort. It is said that the Lowland soldiers took particular pride in their grizzly task having not a care for Highland culture as they proceeded to violate the sanctified practice of hospitality. Many in Glencoe would have been prematurely awakened by the musket fire and thought it wise to escape into the nearby hills even without proper clothing or provisions being completely at the mercy of the elements. Both of MacIan’s sons John and Alasdair in fact escaped the slaughter, likely leading many of the refugees away from harm.

When it was over, it is said that thirty eight people of Glencoe lay dead. Although many more probably succumbed to the elements, this number remains rather small in proportion to the quantity of people within Glencoe. Also, the reinforcements from Duncanson and Hamilton arrived late, failing to seal off the exits to the glen thus enabling many more to escape. Were Duncanson and Hamilton similar victims of the weather? Or, did they purposefully delay in order to escape culpability of their dreaded order? Whatever the questions it matters not as MacIan was dead while his house and villages to which he lorded appeared burned and derelict at the first light of dawn, and his people now dead or displaced from their homes had fled to the braes.

Aftermath

It was not long before word began to spread of the horrid butchering. Many were quick to blame the Campbells for this breach in Highland trust with some believing this to be true even in the present day, but this was no unique crime of Clan Campbell. The MacDonalds of Glencoe had been made examples of in a most gruesome manner, fully sanctioned by King William’s Government. In the end the short term goal of the massacre had been achieved in that many of the Western Highland clans behaved in a less belligerent manner, though they were none the more placated. News of the massacre invoked anger amongst many in Scotland, not only Highlanders. Official commissions of inquiry were launched but ultimately no individuals were indicted. Robert Campbell of Glenlyon, the intended culprit, had passed away in 1696 in Bruge as the Earl of Argyll’s Regiment had soon afterwards been posted to Flanders. Many of the escapees would go on to rebuild their homes and crofts attempting to reclaim some semblance of their old lives. MacIan’s body was found and brought to Eilean Munde, a small island in Loch Leven and the traditional burial site of the Glencoe Chiefs. There he rests to this day, somewhere beneath the soft ground surrounded by the placid waters and soaring peaks of Glencoe.

What do you think of the terrible events in Glencoe in 1692? Let us know below.

Sources

https://digital.nls.uk/scotlandspages/timeline/1692.html

Glencoe: The Story of the Massacre, Prebble John

Glencoe: The Infamous Massacre 1692, Sadler John

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The British Empire did not suddenly start its decline in the post World War Two period; instead it was an event that began much earlier. The British Empire had been expanding and stretching out across the globe since the 1600s. After the American War of Independence Britain began to build a new empire with a new urgency. The British Empire grew to some thirteen million square miles and to govern over five hundred million subjects. This article focuses on Britain’s decline after World War 1 by looking at Egypt, Iraq, Ireland, and India.

Steve Prout explains.

King Faisal I of Iraq. He was King from 1921 to 1933.

The Decline of the British Empire

The contraction of the British Empire had already begun in the nineteenth century starting with Canada. Up until to 1921 Britain’s presence in the world was occupying a quarter of the planet’s land surface. Certain countries at distinct stages within that empire enjoyed a more independent status than others. Australia and New Zealand achieved their independence peacefully but others like Ireland would be forced to take a more violent approach in fighting Imperialist domination.

Independence was driven by motives such as the general desire of those nations to run their own affairs and the need to detach themselves from colonial repression and bloodshed (such as in Ireland and India). There was also the inequalities of trade in India, Iraq was piqued that they had found themselves rid of Ottoman only to have lost that freedom to British rule and subsequently lose control of their natural resources, and then just as important colonial rule often involved being dragged into the conflicts of far off European nations.

The Dominions

Canada, Australia, South Africa, and New Zealand independence came in the form of Dominion status which was achieved by a more diplomatic avenue. Dominion status was defined as ”autonomous communities within the British Empire, equal in status, in no way subordinate one to another in any aspect of their domestic or external affairs, though united by a common allegiance to the Crown and freely associated as members of the British Commonwealth of Nations.”

Britain granted a Dominion Status in the 1907 Imperial Conference to a select number of nations. Australia and New Zealand were enjoying this privileged status since 1900 and 1901 respectively. South Africa would follow in 1910 after a series of unifications within its borders. Canada had already enjoyed this status since 1867. The Irish Free State would follow in 1922.

In 1926 the Imperial Conference revisited Dominion status with the Balfour Declaration which would be formalised and recognised in law with the Statute of Westminster in 1931. The British Empire now was now known as the Commonwealth of Nations. The Imperial hold had loosened but Britain initiated the change to allow complete sovereignty for the Dominions. The First World War left Britain with enormous debts, and reduced her ability and in turn her effectiveness to provide for the defence of its empire. The larger Dominions were reluctant to leave the protection of Britain as many Canadians felt that being part of the British Empire was the only thing that had prevented them from the control of the United States, while the Australians would later look to Britain for defence in the face of Japanese militarism. Except for the Irish Free State this change did not stop these dominions from supporting Britain in her declaration of war against Germany in 1939.

But between the interwar years there were further challenges to Britain’s Empire from various parts of the world. By the time the Great War was over India, Egypt, Ireland, and Iraq were all taking a less than passive approach in their demand for independence.

Egypt

Britain had partially governed Egypt since the 1880s under a veiled protectorate primarily to look after her interests and investments. It was never officially part of the British Empire in the same way for example as Rhodesia, Malaysia, India, or Cyprus. As soon as the Great War ended Egypt was demanding her own independence. By 1919 a series of protests had morphed into uprisings against British rule known as the 1919 Revolution. In that same year at the Paris Peace Conference, Egypt had sent representatives to seek independence from Britain. The sheer volume of international issues following the war distracted the allies and put Britain’s particular attentions elsewhere and Egypt left empty handed.

In 1920 an Egyptian mission led by Adli Pasha was invited by Britain to address the issues in Egypt. This mission arrived in the summer of that year and presented a set of proposals on independence for both Britain and Egypt to agree but after a return visit in June 1921 to ratify the agreement the mission left in “disgust”. No agreement could be reached on these proposals by Parliament or the Dominions at the Imperial Conference, notably over the control of the Suez Canal. More unrest in Egypt would follow resulting in martial law and by December 1921 the British realized that the situation was clearly unsustainable, and so they declared the Unilateral Independence of Egypt in February 1922. This independence would be in a limited form as the British still had control of the railways, police, courts, army, and the Suez Canal. By 1936 British rule had unwound further as King Farouk agreed an Anglo- Egyptian Treaty leaving just a garrison of troops to guard Britain’s commercial interests in the Suez Canal. This unwelcome presence was enough to involve Egyptian territory in the Second World War to the chagrin of the Egyptians.

Iraq

In 1932 Britain granted Iraq independence after a brief post war mandate that presided over the newly formed nation after the dissolution of the Ottoman Empire. From as early as 1920 Iraq had revolted against British occupation. Iraq now broke free of Ottoman rule only to find it had been substituted by their new British masters. The British military quickly quashed the revolts but like Ireland and other areas of the empire military repression was not the lasting solution, and the British continued in vain in Mosul, Baghdad, and Basra.

Part of the answer was giving the throne to a British friendly monarch King Fayṣal, with British control in the background. A plebiscite in August 1921 augmented his position. A treaty of Alliance replaced the formal mandate obligating Britain to provide advice on foreign and domestic affairs, such as military, judicial, and financial matters - but the matter was not yet over.

King Faisal would still depend on British support to maintain his rule. The Anglo-Iraqi Treaty of 1930 provided for a close alliance which essentially meant Iraq had limited control on matters of foreign policy and would have to provide for an ongoing British military presence on her territory. The conditions granted the British the use of air bases near Basra and at Habbaniyah and the right to move troops across the country for a twenty-five-year duration. Despite being a sovereign state by 1932 this treaty would find Iraq being involved in World War Two as the British fought against Nazi infiltration.

Ireland

Ireland, like India and Iraq, was another violent struggle for independence, and this was closer to home shores. The conflict would inflict wounds that both sides would not easily forget and forgive at least well into the twenty-first century.

The desire for home rule was long anticipated and had been on the negotiating table since the nineteen century premiership of William Gladstone. All efforts to push the Home Rule Bill of 1886 had been thwarted by the political opposition because it was feared an Independent Ireland would pose a security threat providing an opportunity for Britain’s foes. Also, for the diehard Imperialists this might prompt other demands for independence across the Empire.

The patience of the Irish nation would grow thin. A third Home Rule Bill was almost formalised in 1914 but the outbreak of war suspended its implementation. The ever long wait and the lack of clarity over the fate of Northern Ireland’s Six Counties caused an escalation in violence. The most notable event was the Easter Rising in 1916 but more violence and further escalations occurred in the post war years as the British tried to reassert control with military means. It was by then too late for such measures.

Ireland would make unsuccessful attempts to gain support at the 1919 Peace Conference in Paris and in particular President Wilson. In 1920 the Government of Ireland Act (fourth Home Rule Bill) was introduced by the British Government. It was far from satisfactory as far as Ireland was concerned as they wanted to completely break away from its relationship with Westminster and its unpopular allegiance to the Crown. It also divided off the Northern Ireland from the rest of the country which remained part of the United Kingdom.

In 1922 dominion status was granted but it was not enough for the independence movement. The newly Irish Free State wanted total severance from the crown and the removal of the oath of allegiance. Dominion status was not satisfactory in the immediate post war years, and the Irish made strenuous representations to the League of Nations that they had the capability to become a fully independent nation, which they would achieve by 1937.

A number of laws that were passed, including the Constitution (Amendment No. 27) Act 1936 and the Executive Powers (Consequential Provisions) Act 1937, removed the Imperial Role of Governor General. Then, using religious grounds following the outrage from King Edward’s abdication, Ireland finally severed all remaining ties with Britain to become a fully independent nation. The Irish experience and the way they achieved their independence constitutionally would be noticed and emulated by other colonies much later.

India

India was also challenging British rule in this interwar period. The Montagu-Chelmsford Reforms of 1917 that became the 1919 Government of India Act was an early attempt to establish a self-governing model for India. Indian nationalists felt that it fell short of expectations after their commitment to Britain in the First World War. The post war period had been hard on India, the flu epidemic and Imperialist free trade had affected society in all kinds of ways. The Rowlatt Act also fuelled the nationalist anger and allowed for the detention of any protesters and suppression of unrest. Protests encountered a typical coercive and violent reaction by Britain. This use of force was particularly heavy handed in Amritsar in April 1919 when Brigadier General Dyer had his troops open fire on a crowd killing almost four hundred local protestors. It was sufficiently bloodthirsty to cause even the bellicose Churchill to deem it “utterly monstrous,” but a subsequent enquiry failed to deliver justice to the perpetrators and exacerbated the situation. The British response was all in vain and in fact it fuelled Gandhi’s Non-Co-operation campaign. The issue would not go away but it would take another twenty-seven years to achieve independence.

Conclusion

The decline of the Britain’s Empire only accelerated in the post war period. The “Wind of Change” that Harold Macmillan spoke of on his visit to Africa in the 1950s was the just a continuation of the Empire’s sunset from many decades earlier. By the 1970s little of the Empire remained save for a few scattered islands around the world.

What do you think of the decline of Britain’s Empire after World War One? Let us know below.

Now read about Britain’s 1920s Communist Scare here.

References

Britain Alone – David Kynaston – Faber 2021

AJP Taylor – English History 1914-1945 – Oxford University Press 1975

The Decline and Fall of The British Empire – Piers Brendon – Vintage Digital 2010

Nicholas White – The British Experience Since 1945 – Routledge 2014

Losing Ireland, losing the Empire: Dominion status and the Irish Constitutions of 1922 and 1937 - Luke McDonagh

International Journal of Constitutional Law, Volume 17, Issue 4, October 2019, Pages 1192–1212

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The surprise World War 2 Japanese attack on Pearl Harbor on December 7, 1941, caused many Americans to shift their focus from wondering and worrying about the well-being of other countries’ residents to fear that another attack on the United States might be forthcoming.

To quell those fears, the United States government allowed Japanese-Americans and Japanese aliens living in the United States to be sent to internment camps. The U.S. also assisted European allies in their battles against Germany and planned and carried out the Doolittle Raid against mainland Japan.

Janel Miller explains.

One of the U.S. planes after landing in Vladivostok, USSR following the Doolittle Raid in April 1942.

Multiple Raid Scenarios Considered

The idea of the Doolittle Raid – the first-ever raid on Japan – was hatched within weeks of Pearl Harbor. High-ranking members of the United States military spent several months fine-tuning an aerial attack on the Asian country’s industrial centers of Tokyo, Tokyo Bay, Yokohama, the Yokosuka Navy Yard, Nagoya, Ōsaka and Kōbe.

Air Force member James Harold Doolittle, who had previously set several aviation records and also had become one of the first men in the United States to earn a Doctor of Science degree in aeronautics, volunteered to lead the attack and was chosen to do so.

The hope was that the Doolittle Raid on Japan would cause anxiety among the country’s residents, damage many of its resources, slow its production and military advances abroad, enhance the United States’ relationships with its allies, and receive the support of the American public.

Several types of planes were considered for use in the raid. However, various characteristics of some of the aircraft were deemed unsuitable for the mission. Specifically, the Martin B-26 Marauder had “unsuitable handling characteristics” and the Douglas B-23 Dragon’s wingspan was “too great … to be comfortably operated from a carrier deck” that would carry the planes to a location off the Japanese coast). Ultimately, the North American B-25 Mitchell (hereafter referred to as B-25s) was chosen for the raid.

Different times of conducting the raid were also considered. One proposal called for the B-25s taking off from a carrier (ultimately, the Hornet was chosen for the mission) several hours before daybreak. This offered the pros of hitting the Japanese targets as daylight approached, providing the maximum amount of surprise and good visibility but the cons and dangers of the B-25s taking off at night and illuminating the Hornet while out at sea. Another proposal involved the raid occurring while there was a significant amount of daylight while flying over Japan. However, to do so would have eliminated the surprise element of the raid.

Doolittle recalled in a 1983 interview that several different ways of escaping should the Japanese catch up to the B-25s in the air before the raid could begin were also considered.

“The plan was that if we were within range of Japan, we would go ahead and bomb our targets, fly out to sea and hope, rather futilely, to be picked up by one of the two submarines that were in the area,” he said. “If we were within range of the Hawaiian Islands — say, Midway — we would immediately clear their decks and proceed to Midway so they could utilize the [fleet of ships supporting the raid] properly.”

“If, on the other hand, we weren't within range of anyplace we could go, we would push our aircraft overboard so that the Hornet's deck would be cleared, and they could protect themselves,” Doolittle added.

Details Of Raid Described

The final Doolittle Raid plan called for the Hornet to take the B-25s approximately 600 miles east of Tokyo. Then, on April 18, 1942, the B-25s would disperse and their crews drop bombs on their respective Japanese target, flying at treetop level on the approach to the target, climbing to 1,500 feet while dropping the bombs, returning to treetop level and flying to the Chinese city of Chuchow.

Those who would be in the B-25s were all volunteers who were thoroughly trained in cross-country flying, night flying and navigation, as well as “low altitude approaches to bombing targets, rapid bombing and evasive action,” according to the U.S. Navy. Doolittle told a 1983 interviewer that the bond between those flying the planes and those controlling the carrier was not immediate.

“We felt a little out of place on a carrier, and they felt a little out of place having us there,” he said. “But when we went under the San Francisco Bridge, over the radio said, ‘Hear ye, hear ye.’ Everybody aboard was told not exactly where we were going, not exactly what we were going to do, but that this was a mission against Japan. From then on, there was complete rapport,” Doolittle added.

Richard Cole, who occupied one of the B-25s on April 18, recalled in 1957 that “everyone prayed but did so in an inward way. If anyone was scared, it didn’t show.”

Each B-25 carried four 500-pound bombs, two .50-caliber machine guns, a .30-caliber machine gun, spare fuel tanks and two dummy wooden machine gun barrels. Although the B-25 planes from the United States took off from the U.S.S. Hornet earlier than planned, they still managed to drop about 14 tons of explosives on their Japanese targets.

Japan had been monitoring the United States Navy’s radio in the days leading up to the Doolittle Raid. Although it did not have the specific date of the raid ahead of time, it felt an attack was imminent. The Asian country received word from a fishing boat on the day of the attack of the U.S. raid that was coming. Despite these warnings, Japan’s success in fighting back was limited. The country also sent bombers and carrier fighters in a fruitless attempt to search for the fleet of U.S. ships supporting the raid. A member of President Franklin D. Roosevelt’s administration stated roughly six months after the raid that the U.S. participants in the raid was carried out on military targets "with remarkable accuracy."

A lack of fuel kept the B-25s from landing at Chuchow. Fifteen of the B-25s crash-landed in Japanese-occupied territory or abandoned their aircraft in the waters near Japan and China. Another B-25 landed in the Soviet Union. Not all of those in the B-25s returned to American soil alive. Three were killed in the crash landings or while parachuting, three were executed after being captured by the Japanese and another died of disease and starvation while in captivity.

Mission Largely Accomplished

The Doolittle Raid “was important to morale both here and in Japan,” its namesake said at a 1983 event.

About one month after the attack, United States Senator and member of the Senate Naval Affairs Committee Millard E. Tydings (D-Md.), reported that the raid was causing Japan to develop a new plan for winning the war.

"This lesson will not be lost on the Japanese, and their present apparently altered strategy is an indication that there is no greater fear in Japan right now than the fear of repeated bombings such as was inaugurated by General Doolittle," he continued. Thus, another Japanese attack on United States’ soil seemed highly unlikely, and the raid also saved the Soviet Union from a Japanese attack, Tydings said.

In Context

The concept of retaliating, rather than sitting passively by and doing nothing, is all too common, especially in wartime.

For example, in 1773, colonists protested British taxes by famously dumping tea – one of the most popular beverages of the time – into Boston Harbor prior to the American Revolution. During the Civil War more than 90 years later, General William T. Sherman and his troops blazed a deadly path across Georgia in response to the South seceding from the Union several years earlier. Much more recently, in 2003, the United States declared that the major battles the U.S. had engaged in while in Iraq in response to the tragedies of September 11, 2001, were over.

In the years since the Doolittle Raids, the United States’ relationship with Japan has improved beyond recognition. Perhaps, just perhaps, one legacy of the Doolittle Raids may be that with time, bitter arch-rivals can become friendly non-competitors.

What do you think of impact of the Doolittle Raids? Let us know below.

References

Loproto, Mark. “How America Changed After Pearl Harbor.” https://pearlharbor.org/america-changed-pearl-harbor/. Published February 1, 2017. Accessed January 11, 2023.

Pippert, Wesley G. “The National Was Gripped by Hysteria and Fear When …” https://www.upi.com/Archives/1981/07/14/The-nation-was-gripped-by-hysteria-and-fear-when/2681363931200/. United Press International. Published July 14, 1981. Accessed January 11, 2023.

Loproto, Mark. “America’s Response to Pearl Harbor – An Unexpected First Target.” https://pearlharbor.org/americas-response-pearl-harbor-unexpected-first-target/. Published January 8, 2018. Accessed January 11, 2023.

Krebs A. The New York Times. “James Doolittle, 96, Pioneer Aviator Who Led First Raid on Japan, Dies.”https://www.nytimes.com/1993/09/29/us/james-doolittle-96-pioneer-aviator-who-led-first-raid-on-japan-dies.html. Published September 29, 1993. Accessed January 11, 2023.

Naval History and Heritage Command. “Doolittle Raid.” https://www.history.navy.mil/browse-by-topic/wars-conflicts-and-operations/world-war-ii/1942/halsey-doolittle-raid.html. Published May 10, 2019. Accessed January 11, 2023.

Encyclopedia Britannica Editors. Encyclopedia Britannica. “Doolittle Raid.” https://www.britannica.com/event/Doolittle-Raid. Accessed January 11, 2023.

Interview with United States Air Force General James Harold (Jimmy) Doolittle (Ret.). https://www.usni.org/press/oral-histories/doolittle-james. Recorded February 1983. Accessed January 17, 2023.

Encyclopedia Britannica Editors. Encyclopedia Britannica. “Doolittle Raid.” https://www.britannica.com/event/Doolittle-Raid. . Accessed January 11, 2023.

Naval History and Heritage Command. “Doolittle Raid.” https://www.history.navy.mil/browse-by-topic/wars-conflicts-and-operations/world-war-ii/1942/halsey-doolittle-raid.html. . Published May 10, 2019. Accessed January 11, 2023.

Interview with United States Air Force General James Harold (Jimmy) Doolittle (Ret.). https://www.usni.org/press/oral-histories/doolittle-james. Recorded February 1983. Accessed January 17, 2023.

Goldstein, Richard. “Richard Cole, 103, Last Survivor of Doolittle Raid on Japan, Dies.” The New York Times. https://www.nytimes.com/2019/04/09/obituaries/richard-cole-dead.html. . Published April 19, 2019. Accessed January 11, 2023.

Fish, B. Additional Historic Information [on] The Doolittle Raid (Hornet). https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=web&cd=&ved=0CAQQw7AJahcKEwiQ-tvOvcr8AhUAAAAAHQAAAAAQAg&url=https%3A%2F%2Fuss-hornet.org%2Fwp-content%2Fuploads%2F2017%2F11%2FWebsite-Extended-Info-Doolittle-Raid.pdf&psig=AOvVaw2s2f85P-1fNrjzIr2XnAmm&ust=1673902936487101. . Accessed January 15, 2023.

Naval History and Heritage Command. “Doolittle Raid.” https://www.history.navy.mil/browse-by-topic/wars-conflicts-and-operations/world-war-ii/1942/halsey-doolittle-raid.html. Published May 10, 2019. Accessed January 11, 2023.

"Losses During April Are Admitted Today." Spokane Daily Chronicle, page 1. Published October 22, 1942. Accessed January 15, 2023. https://www.newspapers.com/image/564334859. .

Goldstein, Richard. “Richard Cole, 103, Last Survivor of Doolittle Raid on Japan, Dies.” The New York Times. https://www.nytimes.com/2019/04/09/obituaries/richard-cole-dead.html. Published April 19, 2019. The New York Times.

Krebs A. The New York Times. “James Doolittle, 96, Pioneer Aviator Who Led First Raid on Japan, Dies.”https://www.nytimes.com/1993/09/29/us/james-doolittle-96-pioneer-aviator-who-led-first-raid-on-japan-dies.html. Published September 29, 1993. Accessed January 11, 2023.

Reynolds, HK. "Nippon Is Out To Capture Chinese Bases." The El Paso Times, page 3. https://www.newspapers.com/image/429555500.. Published May 25, 1942. Accessed January 15, 2023.

History.com Editors. History.com. “Boston Tea Party.” https://www.history.com/topics/american-revolution/boston-tea-party. Published October 27, 2009. Accessed January 15, 2023.

History.com Editors. History.com. “Sherman’s March to the Sea.” https://www.history.com/topics/american-civil-war/shermans-march. . Published February 22, 2010. Accessed January 15, 2023.

White House Archives. “President Bush Announces Major Combat Operations in Iraq Have Ended.” https://georgewbush-whitehouse.archives.gov/news/releases/2003/05/20030501-15.html. Published May 1, 2003. Accessed January 15, 2023.

Ministry of Foreign Affairs of Japan. “Japan-United States of America Relations.” https://www.mofa.go.jp/na/na1/us/page23e_000329.html. . Published September 14, 2022. Accessed January 15, 2023.

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Redington continues his look at the independence of Spanish America by looking at the Mexican War of Independence. Here he looks at what happened during the Mexican War of Independence with the important figure of José Morelos - and how things didn’t turn out quite as the rebels intended.

If you missed them, Erick’s article on the four viceroyalties is here, Francisco de Miranda’s early life is here, his travels in Europe and the US is here, and his later years is here. Then, you can read about the Abdications of Bayonne here, the start of the Mexican War of Independence here, and how Hidalgo continued the war here.

An 1865 painting of José Morelos. By Petronilo Monroy.

The beginning of the Mexican War of Independence was dominated by the person and personality of Miguel Hidalgo. Even today, in both the historiography and the popular imagination, the character of Hidalgo and his role in starting the journey to independence is glorified and memorialized. The role of a “great leader” would characterize the history of the War of Independence, and its phases can be broken down into eras with the name of the preeminent leader attached to them. With the passing of the first phase of the war, now the second phase began, and with it, a new leader.

Morelos’ Formative Years

The second phase also began the way the first did, with a priest. José Morelos was born in Valladolid, a town later renamed Morelia in his honor. He grew up in a family of limited means, and upon being old enough, was put to work. He learned to be a teamster, driving mules along local roads. Like most children born in conditions of near poverty, he dreamed of something more. Unlike most, he did something about it. He would read every book he could find. He taught himself skills that no teamster would dream of needing. He was preparing himself for something more.

When old enough to work for himself, Morelos saved all the money he could to educate himself. Surviving on scraps of food, and taking all the work that he could find, he was able to save enough money to receive a formal education. He enrolled in the local institution of higher learning, the Colegio de San Nicolás Obispo in his hometown. It was while here that he would come into contact with the most influential figure of his life. Teaching at the Colegio at the same time was Miguel Hidalgo.

While learning at the knee of Hidalgo, Morelos took in all of the Enlightenment learning that would later get Hidalgo into so much trouble. Ideas about freedom, the superiority of reason over superstition, and resentment against social distinctions. Morelos became enraptured by these ideas and would use them as guides for all his future endeavors. Like Hidalgo, he would accept Enlightenment ideals while still maintaining support for the Catholic Church and accepting its beliefs. Morelos would attack what he saw as superstition, like Hidalgo, but he would remain a Catholic until the end.

There was one way in which Morelos would differ from his teacher, and it would be a major, defining point in their characters. Hidalgo had a mind that was undisciplined. He was interested in everything and wanted to learn everything. This lack of discipline would lead to disaster when he neither had the desire nor the capacity to exert control over the baser instincts of his uprising. Morelos, however, was very disciplined. Perhaps it was the discipline required of being a self-made man, or perhaps it was something else. Whatever it was, when Morelos learned, he was able to systematize knowledge and apply it usefully. The importance of this would be seen to full effect later.

After graduating from the Colegio, Morelos was ordained a priest. However, due to his social standing, he was given the lowly position of curate at an even lesser backwater than Hidalgo ended up, the town of Carácuaro. For over ten years, from 1799 until 1810, Morelos would live and work in obscurity, eventually rising to the position of a parish priest. Living in the poor colonial town further fed into the resentment against the colonial authorities that his Enlightenment ideals helped foster. Morelos saw the same inefficiency and oppression in Carácuaro as Hidalgo saw in Dolores. Working and living next to the poor indios and mestizos gave Morelos a personal connection with these groups of people that only proved in his mind the philosophies he believed in.

Joining Hidalgo

When he heard of the rising under Hidalgo, Morelos rushed to join his old mentor. Here was the revolution that men like him had been waiting for. When he finally found Hidalgo, he was just as overjoyed as Hidalgo was. Hidalgo knew the restless genius that lay within Morelos; indeed, Hidalgo had done so much to foster and encourage Morelos’ intellectual upbringing.

Hidalgo was smart enough to know that he could not be in all places at once. He needed trusted lieutenants who could rally the people in the same way he could. Morelos was just such a man. Needing a man to raise the country in the south, Hidalgo directed Morelos to raise an army and operate along the Pacific coast. Setting out from the main army with only 25 men, the core of the next insurgent army grew.

Building a Movement in the South

In building this army, Morelos would show his true genius, building a movement. Hidalgo had raised an enormous army, the size of which New Spain had not seen since the days of the Aztecs. Unfortunately for the revolutionary cause, this army was poorly disciplined and even more poorly equipped. As any person of genius knows, more can be learned from negative examples than from positive ones. Seeing the chaos in the insurgent army convinced Morelos that a strong discipline was necessary for success, a belief that was only reinforced when Hidalgo’s army was destroyed. Further, Morelos knew that if a soldier was unequipped with the necessities of a soldier, he would be worse than useless. That unarmed soldier would simply be a wasted mouth to feed, draining the supplies of the army to no positive effect. Therefore, Morelos would allow no one into his army whom he could not provide arms for.

Morelos knew that a revolution could not be made from vague promises and lofty slogans. Order had to prevail, and law had to be established. On August 19, 1811, Morelos and Ignacio Rayón would establish a junta, the Junta de Zitácuaro. This junta would provide the new Mexican state with a government. It would create the Constitutional Elements, a set of principles that were meant to guide in the creation of a future constitution for the Mexican state. There were expressions for individual rights and the abolition of slavery. It was also still tied to the person of King Ferdinand VII, calling for an independent Mexico with Ferdinand VII as its king. The nation would be governed, not by the king, but by the people through a Congress.

People are led by principles as much as they are led by great leaders. Morelos, a believer in enlightenment philosophy, understood that the movement he was building had to have concrete principles that others could rally around, but also be broad enough to attract the fence-sitters and not chase away the indifferent. This is what the Constitutional Elements did, and they would become the basis of virtually every constitution in Mexico’s history.

Another lesson he learned from Hidalgo’s army was to select the right people to lead with him. Hidalgo had attracted a wide array of dissatisfied elements to his banner. Many of those had radically divergent views of what they wanted from the revolution. This led to the leadership of the insurgent army being at cross-purposes, and when that army began losing, it fell apart quickly. Morelos would not make the same mistake. He was a master at recognizing dormant talent and bringing out the best in others. Men like Vicente Guerrero and Mariano Matamoros were discovered and fostered by Morelos. Rising from humble origins, especially Guerrero, those with true talent were given progressively greater responsibility. Building this leadership cadre would help Morelos’ movement survive its creator.

Morelos Strikes the Royalists

While building his army, Morelos kept active. He would take his men and occupy large swaths of the south, including the city of Oaxaca. He would attack and defeat small units of the Spanish army, providing experience for his troops. Experience with hard marching, field living, and standing in the face of fire would discipline Morelos’ army and give them confidence and pride in themselves. Morelos knew that they would need these qualities when the day came to face the weight of the Spanish army.

Morelos left Hidalgo’s army in 1810. By the beginning of 1812, about 9,000 men were under his command. This was not Hidalgo’s disorganized mob. This was an army of disciplined and well-armed troops ready for campaign. They needed to be ready since it was at this time that the sword of the viceroy, General Félix Calleja, was ready to turn his attention to rooting out the insurgents in the south.

The mere presence of Morelos’ army in the south threatened one of the largest revenue streams of the government of New Spain, the trade with the Philippines. Long a Spanish colony, the Philippines provided Spain with a way to tap into the vast amounts of wealth in the Far East. Since going through the Indian Ocean and around the Cape of Good Hope would be too dangerous, the trade from the Philippines had always been routed through the city of Acapulco, on the west coast of New Spain. It was in this area that Morelos operated, and if he could interdict the wagon trains that brought goods and treasure from Acapulco through Mexico City and then on the Veracruz, the tenuous financial supports that held up the viceroyalty would crumble.

Calleja: the Antithesis of Morelos

The man who would be Morelos’ nemesis and lead the campaigns against him, Félix Calleja, was also a man of exceptional talent. It was he who finished off Hidalgo. He had also defeated Hidalgo’s rebels in the north and he had fought in dozens of campaigns against the Indians. He was also a man of iron discipline and believed in supporting his soldiers with better food and equipment. In many ways, Morelos and Calleja were reflections of each other through a dark mirror. The best Spain had to offer would face the best Mexico could offer.

In February 1812, Calleja would strike. Morelos had fortified the town of Cuautla, and Calleja wanted to destroy this base. He further hoped that he could pin down the insurgents and destroy them in one siege. What Calleja did not count on was that he was not facing insurgents anymore, but a rebel army that could stand up to him. Both sides recognized the importance of the city and their respective positions. Calleja brought in 7,000 reinforcements to support his main army of 5,000 men. Morelos brought in as many troops as the rebels could muster, about 16,000, and fortified the town further. For Calleja, this was perfect. If he could catch the rebels in a siege, he could destroy them all at once. After surrounding Cuautla, he ordered a direct assault, believing that insurgents like those in Hidalgo’s army could not stand up to his trained regulars. The assault failed after a bloody back and forth. Morelos had trained his troops well and had even brought cannons for support.

Calleja was still unconcerned. Time was on his side since he was not the one surrounded. For the rebels, conditions inside Cuautla deteriorated. Food began to run out. As time went on, fear amongst the civilian populace set in. Calleja had a well-deserved reputation for brutality. By the common rules of war at the time, the longer a city resisted, the worse the city would be punished if the invader conquered. Murder, plunder, and rape were the least of what could be expected when the Spanish took the city. Morelos knew that he had to do something, but he was not willing to just give up and surrender.

The only possible solution for Morelos was to break out from the city and attempt to get away. At 2:00 am on May 2, 1812, after a siege lasting almost two months, the rebel army attacked Calleja’s lines. Complicating matters was that many of the civilians of the city, fearing Calleja’s wrath, broke out with the rebel soldiers. While most of the soldiers and men of Cuautla managed to escape, the women and children were not so lucky and would be killed indiscriminately by Calleja’s men. Unfortunately for Morelos, one of those men who was captured was Leonardo Bravo, one of his most trusted lieutenants.

Morelos Brings Success Militarily and Politically

Freed from defending a fixed position, Morelos showed his brilliance as a strategic commander. He operated in the mountains hitting Spanish positions repeatedly. In only a few months, he was able to return to Cuautla and push further toward Veracruz. Understanding the economics of warfare, Morelos occupied the tobacco-growing regions west of Veracruz and destroyed the government storehouses full of tobacco. The monopoly on tobacco was one of the main revenue sources for the viceregal government, damaging Calleja’s ability to logistically support his army.

The mentality of the two men facing each other, Morelos and Calleja, can be seen in the fate of two hundred prisoners taken. A detachment under Nicolás Bravo captured two hundred royalist troops in a lightning strike. Morelos, desirous of getting his friend back, and understanding the poetry of the son freeing the father, offered to Calleja to exchange the two hundred prisoners in exchange for one man, Leonardo Bravo, who had been sentenced to death for treason. Calleja refused and had Bravo executed forthwith. Morelos, finding this out, ordered the younger Bravo to execute all two hundred of the royalist prisoners. Bravo, however, would show himself more merciful than either of the antagonists and release all the prisoners.

Defeat brings dissension, and among the royalists, everyone was blaming the viceroy for their troubles. Calleja was victorious wherever he was, but he could not be everywhere at once. The army was beginning to suffer from insufficient pay and supplies. The government seemed to be collapsing. The Audiencia complained to the latest Spanish government in Cadiz, which authorized the replacement of Viceroy Venegas with the only man who seemed to have the spine to defeat the rebels and end the war once and for all, Calleja himself.

Taking control, Calleja would reorganize the entire New Spanish army, providing more consistent pay and supplies. Inefficient people were purged from the government. Needing more money, he seized the assets of the Inquisition, which had been abolished by the Spanish Junta, but this had never been enforced in New Spain. Wasteful spending was cut, and corruption was punished in the exceptionally cruel way that Calleja was known for. All people of any amount of European descent would now be subject to conscription. More than creating efficiency, Calleja was showing the people of New Spain that the royalist government could support the country and the army, and was a viable alternative to the rebels, offering order in place of the rebel’s freedom.

In 1813, Morelos’ army would see further success. Launching repeated hit-and-run attacks, time and again the royalists would be routed. He would even take Acapulco itself, depriving the viceregal government of its base on the Pacific. Clearly, Morelos was taking advantage of the opportunity presented by Calleja’s focus on governmental reform and not on the army. During this time of success, Morelos felt emboldened and wanted to begin creating not just a rebel government, as had been done earlier with Rayón. As Morelos put it “it is time to strip the mask from independence.” Until this time, the rebels, even under Hidalgo, had been fighting under the assumption that Ferdinand VII would still be king of Mexico. Morelos was never happy with this formulation, and now, at the peak of his success, he began pressing for a republic. He called the Congress of Chilpancingo, which met on September 13, 1813, and directed reforms, including removing all aristocratic and priestly privileges, racial equality, universal manhood suffrage, fair taxation, and opening service to men of all ranks. For the time, this was a radical formulation to base a government upon. Most importantly, the Congress passed Mexico’s declaration of independence. Unlike Hidalgo, who gave himself grandiloquent titles, the most Morelos would accept was “servant of the nation.”

Calleja Hits Back Hard

When Calleja had finally built the army he wanted and reorganized the government, he did not directly confront Morelos in the south. The rebels in the south were beginning to act as if they had already won. Calleja was down, but not out. Like Morelos, he knew that his newly raised army would have to be bloodied before the real confrontation took place. So, instead of attacking south, Calleja led his army north and struck at those who had thrown in their lot with the rebel leader.

The campaign in the north was no contest. The drive and ruthlessness of Calleja could not be stopped. The silver mines were immediately captured, providing an instant infusion of cash for the viceroy. Any and all groups of rebels were dealt with ruthlessly, with the commanders almost invariably being executed. When word reached Calleja that some Americans had crossed the border into Texas, he sent troops north and the Americans were crushed, scurrying back across the border. Anyone living in the province who had supported the Americans, Calleja ordered their throats to be cut. The 1813 campaign for Calleja was a long one and covered vast distances, but in the end, it was successful and by the new year, Calleja was ready for the final showdown with Morelos.

Morelos, consumed with the Congress of Chilpancingo, had not initially responded to Calleja’s advances. Rising from political concerns, Morelos decided to take his army and march on Michoacán. The target of Morelos’ campaign was Valladolid, which Morelos intended to proclaim his capital. Due to the royalist garrison in the city, he was obliged to surround it and proceed with a siege. Calleja, in response, sent an army to relieve the garrison.

It All Comes Tumbling Down

Upon arriving at the rebel camp, the royalist army prepared to strike. One member of the royalist army was a young colonel of cavalry, almost as ruthless as Calleja himself, Agustín de Iturbide. Iturbide, learning from spies and prisoners that the rebel troops were to blacken their faces so they could identify themselves during battle, Iturbide had his troops blacken their own faces. Then, violating his orders, Iturbide led his troops in an insane attack into the heart of the rebel army, aiming straight for Morelos’ headquarters, located at the top of a hill. The chaos and confusion caused by this attack broke all discipline in the rebel army. The attackers could not be royalists, some thought, no one would be stupid enough to attack like this. They had to be rebels who were betraying their own. Groups of rebels began firing into each other, and others broke and ran. Matamoros, Morelos’ best commander, tried to rally some troops but was defeated, captured, and shot. The army that Morelos had spent so much time building and training was gone.

Calleja, not one to pass up an opportunity, struck. He immediately began ordering his various forces throughout New Spain to attack any rebel forces they could get their hands on. City after city fell, including Chilpancingo, the site of the rebel Congress. Acapulco fell without a shot being fired. Hermenegildo Galeana, Morelos’ best commander now that Matamoros was gone, was captured and beheaded by the royalists.

Morelos had been the driving force behind the creation of the Congress of Chilpancingo. Now, it would be his downfall. As the most prominent and important leader of the rebels, he received all the honors when things were going well. Over two years, Morelos had taken a broken group of insurgents and transformed it into a movement that had declared itself an independent republic and had achieved many military victories. Now, it was Morelos who would receive all of the blame. The congress, now calling itself the Congress of the Republic of Anáhuac, demanded that Morelos resign from command of the army. He did, and the most brilliant of the rebel leaders was removed in this most trying time.

To handle the crisis, the political leaders of the Republic did what political leaders do best, issue meaningless proclamations backed by little but words. A new constitution was issued in October of 1814 but would never be implemented. The proclamation of new rights did not deter Calleja. He advanced further faster. Michoacán fell in its entirety. The royalist army was closing in. Congress had to flee. They needed troops to protect the congressmen. None were available since the bulk of the army was either fighting the royalists or had deserted and were at home. The members called on Morelos to escort them. Being an honest man with a sense of duty, Morelos agreed.

While escorting the congressmen, royalists found the convoy at Texmalaca. Morelos told his companions to save themselves and scatter. He took a few men and acted as bait for the royalists to let everyone else escape. Morelos was captured soon after by a man who had once fought in his army and changed sides. Morelos was brought to Mexico City under guard. Calleja would not make a spectacle of his new prisoner and had him smuggled into the city quietly.

The End

Just like Father Hidalgo, Morelos was a priest, and therefore, his captivity would be governed by the church, not the viceregal government. He was examined and interrogated for forty-six days. Morelos was not a man who took his vow of celibacy as a priest seriously and confessed to a few minor priestly infractions. The Inquisition had him defrocked, just like Hidalgo, and turned over to the secular authorities for punishment for treason. He was executed by firing squad on December 22, 1815.

The death of Morelos was a tragedy for Mexico. He was the genius of the Mexican War of Independence. Whereas many leaders of revolutions have goals that they want to attain, Morelos had a vision. He had a vision of a nation free of racial and class distinctions, free of foreign domination. A vision of a free people, with rights granted by God that no one else could take away. A vision of an orderly government that was balanced and not under threat from strongmen. When ordered to resign, he did. He was consistent in proclaiming the rights of the people of Mexico and understood the importance of merit, regardless of background.

With the death of Morelos, men of fewer principles would control the war of independence. Without Morelos, the vision of Mexico, strong and free, would melt away. A towering man without a desire for personal enrichment or power, he was the only person with the ability to stand above the rest and lead Mexico to something more. Instead, it would be to men of the next, lower, rank in ability, men who were jealous of each other, and feckless in their pursuits of wealth and power. The death of Morelos was the death of the vision. The greatest tragedy though was that no one quite knew it yet.

What do you think of the time of José Morelos in the Mexican War of Independence? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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In the decades preceding the American Civil War, the United States found itself facing an identity crisis. The principles of life, liberty, and the pursuit of happiness as espoused by an earlier generation began to come under threat from the same institutions erected to protect them. It seemed that in the agrarian democracy Americans were building, there were many who felt marginalized and ignored. As the nation continued to expand and leaders wrestled with the existence of slavery the Union, the question of religious freedom remained.

Marvin McCrary explains.

Brigham Young while Governor of Utah. By Charles Roscoe Savage.

Exodus

By the 1850s, the Church of Jesus Christ of Latter-Day Saints had a significant presence on the American landscape. Members of the church were known as Mormons, the name deriving from the Book of Mormon, a set of holy scriptures which served as the keystone of the religion. The Latter-Day Saint movement had been founded in 1830 by Joseph Smith who, while not possessing much of a formal education, seemed endowed with great oratorical skill and personal charisma. Smith declared that where other churches had strayed, his would restore the faith as it had been conceived by Christ himself. Over the next few years, church membership would grow rapidly, drawing the ire of those settlers who felt threatened by the Mormons' practice of settling in concentrated numbers and voting as a bloc. Such instances often led to conflict and violence, and Joseph Smith’s life would be cut tragically short when he found himself jailed in the town of Carthage, Illinois under false pretenses in 1844. During a raid on the jail, an anti-Mormon mob shot Smith and his brother to death. He was only 38 years old.

The fledgling religious movement entered a time of great uncertainty, as they had not anticipated losing their leader so suddenly. The ruling body of the church, the Quorum of the Twelve Apostles, took control of church affairs in the interim, until it was determined who would be best suited to succeed Smith. It was a man named Brigham Young, then serving as President of the Quorum of the Twelve Apostles, who would become the next leader of the church in 1847. Like Smith, Young was a man of humble origins from the Northeast. Young was noted for his strong determination, straightforwardness, and unyielding faith. In 1846, Young led the beginnings of what would become an exodus of “Saints'' (the preferred term used by members, especially after 1834), determined to establish their faith beyond the reach of both American laws and resentment. In July, 1847, Brigham Young beheld his first glimpse of the Great Salt Lake Valley. The historian Leonard J. Arrington wrote that church leadership knew about the area from trappers' journals, explorers' reports and interviews with travelers familiar with the region. Having endured much persecution for the sake of their beliefs, the Saints undoubtedly believed they could finally enjoy a semblance of peace, and the swath of untamed wilderness would become a new Zion for the Saints. Young believed that the isolation of Utah would ensure the Saints the right to freely practice their religion. Many of the pioneers had Puritan ancestry, and felt a strong bond with those earlier settlers, who had likewise been forced to leave their homeland in search of a land where they might know freedom.

Brigham Young understood that the Saints could not "leave the political orbit of the United States", nor were they desirous to do so. The Saints possessed an unwavering belief that personal liberty as written in the Constitution should allow one the right to exercise faith without infringement, despite the lack of support and recalcitrance they witnessed from the American government. When gold was discovered in California in 1848, thousands began moving westward on trails that passed directly through the territory which had been settled by the Saints. This proved a double-edged sword, as not only did this bring plenty of opportunities for trade and commerce, it also served as a catalyst towards ending the Saints’ isolation. Barely had the dust settled from the wagons of their arrival, did the church leadership sought to put forth a proposal that the territory be incorporated into the United States as the State of Deseret. The name “Deseret” came from a term in the Book of Mormon for honeybee; it signified industry and cooperation. This spoke to the Saints’ desire to make their new Zion as large and industrious as possible, while not seeking to infringe upon territory important to others, such as California and New Mexico.

Establishing Zion in the Mountains

The Saints believed that a state run by their own leadership would be able maintain their hard-fought religious freedom. There were concerns amongst the membership in regard to whether the territory would be governed by men of their own choosing, or federal government officials who would be sent from Washington, as was customary. The proposal put forth by the Church would be rejected by the federal government. Congress was reluctant to allow the creation of a state encompassing such a large area as it had been proposed; the State of Deseret would have included both the Great Basin and the Colorado River Valley. It was believed that only a carefully crafted compromise could provide satisfactory resolution. The Compromise of 1850 would assuage the growing tensions over slavery, while also satisfying the needs of settlers in western territories. It was felt that territories added to the United States after the Mexican-American War (1846-48) should be given the choice to decide for themselves whether they would enter the union as a slave state or a free state. With regards to the Saints in the Salt Lake Valley, Congress did not like the name “deseret” as it sounded too much like “desert,” therefore, it was proposed that the territory be reduced and named Utah, the name taken from the Ute indigenous people.

The establishment of western territories was inextricably tied to the issue of slavery. By the 1850s the United States had become a nation divided by specific regional identities. The South held a pro-slavery identity that supported the expansion of slavery into western territories, while the North largely held abolitionist sentiments and opposed the institution’s westward expansion. In the summer of 1850, Millard Fillmore became president when Zachary Taylor, a hero of the Mexican-American War, died unexpectedly. In response to the efforts of Thomas L. Kane, a man who had proven himself friendly to the Saints on previous occasions, Fillmore named Brigham Young the first Governor of Utah Territory in 1850, despite concerns about Young’s willingness to cooperate with the government. Kane had first encountered the Latter-Day Saints in 1846, during the early stages of the Mexican-American War. It was under these circumstances that he became convinced of the Latter-day Saints’ sincerity and sympathized with their plight. Although he did not share their religious faith, Kane would become the Latter-day Saints’ most influential outside advocate and adviser, working to secure religious and political rights on their behalf. The granting of territorial status gave the federal government greater authority over regional affairs than statehood, but the Saints were pleased with this development. Unfortunately, it would also prove to be a move which inadvertently set the stage for a clash between the Church and the federal government.

Over the next few years as governor, Brigham Young’s leadership took a theodemocratic approach. Theodemocracy was the fusion of traditional republican democratic principles along with theocratic rule. Young holding both political and ecclesiastical authority was natural and efficient from the view of the Saints, but this practice drew criticism from the outside. Church leaders also grew suspicious of both the character and intent of federal appointees, and a succession of federal officers—judges, Indian agents, surveyors—came to the territory only to have their decisions circumvented or reversed. Federal appointees returned East frustrated, intimidated, or both, and the amicable relationship with the government began to break down. In 1854, Brigham Young's term as governor expired and President Franklin Pierce, taking the reports out of Utah into consideration, wished to appoint someone else. In addition to not having many interested in the position, Pierce knew that Young, despite the nature of his leadership, enjoyed great popularity. Pierce decided to allow him to remain as governor, but Anti-Mormon sentiment would continue to spread, with particular regard towards the alleged practice of plural marriage.

The Saints' embrace of plural marriage was based on a revelation received by Joseph Smith. Following in the example of the biblical patriarchs such as Abraham and Jacob, the practice was instituted among members of the Church in the early 1840s. Brigham Young may have taken his first plural wife in 1842, but he did so with hesitation. Throughout the remainder of his life, Young would adamantly maintain that he had been reluctant to indulge in the practice. He would later write that "I was not desirous of shrinking from any duty, nor of failing in the least to do as I was commanded.” Although he had misgivings, Brigham also understood that to everything there is a season. He explains further, adding that "it was the first time in my life that I had desired the grave." With the passage of time, those members engaged in the practice had overcome their own prejudice and adjusted to life in polygamous families. It has been speculated that probably half of those living in Utah Territory in the mid-1800s experienced life in a polygamous family as a husband, wife, or child. Church leaders would publicly acknowledge plural marriage for the first time in 1852, at a general conference in Salt Lake City. Orson Pratt, a member of the Quorum of the Twelve Apostles, delivered a lengthy discourse, inviting the members to "look upon Abraham's blessings as your own, for the Lord blessed him with a promise of seed as numerous as the sand upon the seashore." After Pratt finished, Young read aloud Smith's 1831 revelation on plural marriage. The public disclosure seemed to satiate the national interest, but it quashed any hopes for statehood under Brigham Young’s leadership.

Annus Horribilis

By 1857, Young had been serving as governor for several years. Feeding on the tensions between the Saints and the United States government, newspapers from New York to California began reporting that the Saints were seeking the Indians' allegiance in preparation for a clash with the United States. Some accounts were based on briefings from disgruntled officials who had returned to Washington; others, based on gossip, tended toward a more alarmist tone. For example, the National Intelligencer, a Washington newspaper, put the number of the Mormons' Indian allies at 300,000, even though the total Indian population of the Utah Territory had been 20,000 at most. Young would characterize the press coverage as “the prolonged howl of baseless slander." In the spring of 1857, almost every federal official had left Utah. James Buchanan–a tall, stately and stiffly formal man– had been elected in 1856. It would be Buchnan’s misfortune to preside over a rapidly dividing nation. Scarcely had the ink dried on his inaugural address than reports concerning the Saints in Utah turned his attention to the far west.

The election of 1856 had been closely observed in Utah for two primary reasons. It was expected that the new president would appoint a new governor. The second reason was because anti-Mormon sentiments had risen during the election. For example, the Republican Party platform sought to dismantle the “twin relics of barbarism” polygamy and slavery. Buchanan made no speeches during his presidential campaign, and as such, Utahns were curious about the character of the man who would become the next president. "We would much prefer Buchanan to Fremont for President," wrote Young early in the campaign. Upon learning of Buchanan's election, Young declared, "We are satisfied with the appointment of Buchanan as future president, we believe he will be a friend to the good." Such hopeful sentiments were soon dashed, as Buchanan viewed the Saints in Utah as a problem, and he would find someone to replace Brigham Young as governor and bring order.

Buchanan found that there were few interested in the position, just as his predecessor had discovered. Utah was seen as a distant frontier, and the Saints were regarded as “peculiar people” who would bear the yoke of the American government quietly. William Smith, brother of the late Joseph Smith, was among those who had applied, but the man Buchanan eventually chose was Alfred E. Cumming, an experienced administrator, former mayor of Augusta, Georgia, and he was already serving as an Indian-affairs superintendent based in St. Louis, Missouri. Buchanan ordered federal troops to accompany Cumming and enforce federal rule in Utah. It came to pass that travelers passing through the Utah Territory from the Kansas-Missouri border soon brought word that federal troops were on the march. Brigham Young soon found himself in the unenviable position of once again guiding the Saints through yet another crisis. On July 24, 1857, the tenth anniversary of their arrival in the Salt Lake Valley, Young delivered the alarming news: The rumors were true–President James Buchanan had ordered federal troops to march on the Utah Territory. It would appear that 1857 would prove to be an annus horribilis.

The Utah Expedition

In September, Cumming and roughly 1,500 federal troops were about a month from reaching Fort Bridger, which lay approximately 100 miles (160 km) northeast of Salt Lake City. Brigham Young desperately needed time to prepare an evacuation of the city, and so he mobilized the Utah militia to delay the army. Even though they were thoroughly outnumbered, militiamen engaged in guerrilla warfare tactics over the next several weeks, as they raided supplies, burned the grass to deny forage to the soldiers' horses, cattle and mules. In what must have been seen as an act of divine intervention, snowstorms brought the army to a halt. Snowbound and lacking supplies, the troops' commander, Colonel Albert Sidney Johnston, decided to spend the winter at what was left of Fort Bridger, it having been burned by the militia.

The spring thaw began in 1858, and Johnston prepared to receive reinforcements that would bring his force to almost 5,000—a third of the entire U.S. Army at the time. Meanwhile, Young initiated what became known as the Move South, an exodus of some 30,000 people from settlements in northern Utah. Before leaving Salt Lake City, Saints buried the foundation of their temple, their most sacred building, and planted wheat to camouflage it from the invaders' eyes. A few men remained behind, ready to put houses and barns and orchards to the torch if it would keep them out of the soldiers' hands. The Saints, it seemed, were fated to be once again driven from their land, or face extermination. William Hyde recounts the distressing situation, writing in his journal that they prayed for deliverance.Deliverance would come in the form of Thomas Kane, who would once again advocate for the Saints. Over the winter, Kane had set out for Utah to try to mediate what was being called "the Mormon crisis." Kane arrived in Salt Lake City in February 1858, and by the next month, he had secured Brigham Young's agreement to step aside for the new governor in exchange for peace. While it remains unclear as to the reason, Buchanan never notified Young that he would be replaced as governor, which led many to believe that the Utah expedition was a needlessly expensive venture. In addition, the fact that the federal army had been so easily outwitted by a much smaller force resulted in further humiliation for Buchanan. Seeing a chance to end his embarrassment quickly, Buchanan sent a peace commission westward, offering a pardon to those Utah citizens who would submit to federal laws. Brigham Young accepted the offer that June, ending the Utah War. On April 12,1858, Cumming succeeded Young as Governor of Utah Territory.

Conclusion

Brigham Young would serve as leader of the Saints’ until he passed away in 1877. It was due to his leadership and steadfast determination that the Mormons are to be credited with helping in the settlement and expansion of the American West. Abraham Lincoln, was more successful in establishing a cooperative and respectful relationship between Utah and the federal government. Shortly after his election, Lincoln would remark in a letter to Brigham Young that “if you will let me alone, I will let you alone.” George A. Hubbard writes that was “precisely the kind of governmental policy which the Mormons had sought” since the church was organized some thirty-three years earlier. The Saints ensured the right to religious liberty as they overcame the difficulties placed before them, not only for themselves, but for the sake of all the subsequent generations who would follow in the footsteps of those early pioneers.

What do you think of Brigham Young and religious freedom in the USA? Let us know below.

Now read Marvin’s article on Major General Gordon in North Africa here.

Sources

Arrington, Leonard J. Brigham Young: American Moses. New York: Knopf, 1985.

Bushman, Claudia and Richard Bushman. Building the Kingdom: A History of Mormons in America. New York: Oxford University Press, 2001.

Cornwall, Maria, Camela Courtright, and Laga Van Beek, “How Common the Principle? Women as Plural Wives in 1860,” Dialogue: A Journal of Mormon Thought 26 (Summer 1993): 149

Hubbard, George A. “Abraham Lincoln as Seen by the Mormons,” Utah Historical Quarterly 31, no. 2 (Spring 1963): 103.

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It was the summer of 1946, the place: the vast wastes of the Pacific. A mighty armada of military personnel and scientists gathered around a cluster of tiny islands and coral reefs. They were about to unleash something terrifying: the first planned atomic test, named Operation Crossroads. The location chosen, as far away from human beings as possible, was a small island group called the Bikini Atoll, a part of the Marshall Islands. These pin-prick islands thrusting their head just above the western Pacific could have been on the far side of the moon as far as most people were concerned. But they would soon become a household word. One reason was the atomic test, the other, although notably less violent, would send even greater tremors throughout the world than the 23-kiloton bomb exploded on July 1, 1946. In one of the more enjoyable examples of the Law of Unexpected Consequences, the result of this test was the increased popularity of a very skimpy type of clothing called the Bikini. How did a cutting-edge weapon of mass destruction become linked with popular beach wear? The story begins in that first post-war summer.

Victor Gamma explains.

Micheline Bernardini wearing a bikini in 1946. Source: Hulton Archive, here.

Ever since Hiroshima, atomic energy had intrigued the general public and produced far-reaching cultural effects as well. In the United States, the Atomic Cafe opened in Los Angeles that year. Not long afterward, Lyle Griffin would found “Atomic Records” as a label. France would have its own unique reaction: a daring new line of swimwear. With this design the redoubtable French recaptured the lead in the post-war fashion industry while barely missing a beat. The product they unleashed on the world would have a more far-reaching impact than a cafe in California.

The bikini was the latest result of the ultimate product of historical processes reaching back generations. The twentieth century could be called the Age of the Plummeting hem line. From the turn-of-the century, when bathing gowns and bathing machines dominated the scene without a leg showing, to the 1940’s two-piece, Inch by inch the women’s beachwear shrunk until by the 1940s two piece outfits that exposed the midriff were well established. The hips, back and breast were still well-covered and it was still unacceptable for women to expose their belly button in public. World War II sped up the trend towards greater skimpiness. War-time shortages of fabrics led to rationing. On March 8, 1942 the United States War Production Board issued Regulation L-85 which ordered the swimwear industry to reduce by 10% the amount of fabric for women. The swimwear industry responded with a number of changes. Basically they became less frilly, more functional and in the process, exposed more skin, including two-piece suits with bare midriffs. In the United States, geographically the war was a distant event Americans only read or heard about. Thus, unlike in war-torn Europe, Americans were free to indulge their favorite habits, such as enjoying a day at the beach. American fashion designers had done their patriotic best to meet war-time shortages by removing some superfluous material. But those worn in the US were quite modest compared to the bombshell French designers were about to drop.

In 1946, after years of shortages and air raid sirens, Europeans looked forward to the first peace-time summer in 6 years. That and the reality of conditions in France led many to seek distractions. The economy was in shambles, citizens felt the bite of food shortages and much of decaying buildings in Paris showed the results of years of neglect. More than anything, the war-weary French yearned to enjoy sunny days at the traditional vacation spots. For many this meant packing up the family and heading to the beach. These had been closed for much of the war. In the spirit of healthy patriotic capitalism, some saw a way to help out and make money at the same time. Said one fashion designer, “In 1946 France had just come out of the war and people needed to live again - I felt I had to design something that would make people understand that life can start over and be beautiful.” Men like this were busy at their design desks focusing on ideas that would match the liberated mood of the season. Among these were a former auto engineer named Louis Réard and clothing designer Jacques Heim.

An Unlikely Connection

The fashion industry thrives on novelty and the changing of seasons. Knowing this, Réard and Heim both raced to create a new swimwear for the fast approaching summer. Partly influenced by on-going shortages of material caused by the recent World War, both were intent on pushing the limits on size. Both also shared the current obsession with atomic energy. Heim, who owned a beach-supply shop on the French Riviera, introduced a two-piece swimwear in May, 1946. This was actually a re-launching of an earlier design influenced by Tahitian dancers. He called his creation “The Atom” after the smallest known particle of matter. It featured a bottom that covered the navel, even if barely. Heim hired skywriters to fly over the most popular beaches declaring the “Atom:the world’s smallest bathing suit.”

Unfortunately for Heim, his ambition and talent was shared by Réard. He followed Heim’s progress with the attention of a shark and decided to use his product and marketing as a launch pad for his own creation. Despite his engineering background, he found himself running his mother’s lingerie shop by the 1940s. A natural competitor, Heim’s creation pushed him to do something even more attention-getting. The observant engineer noticed women at the beach at St. Tropez rolling up the edges of their swimwear to get more tan. In what would be a fortuitous turn of events, his mother’s shop also served as the shoe shop for the famous cabaret Les Folies bergère. Here he most likely saw costumes very similar to his own creation. Some dancers wore outfits using as little as 30 inches of fabric consisting of a bra and two inverted triangles. All of this inspired the intrepid engineer to surpass Heim. Why couldn’t he take what was basically a cabaret outfit and merchandise it for use in a mainstream setting? He rushed to his design desk and trimmed material off the bottom design. The result was a daring combination of halter top connected by a neck and back strap. The lower piece was simply two inverted triangles connected by a gstring. It was indeed smaller than Heim’s, using a mere 30 inches of fabric. The main difference between Réard and Heim’s design was that Réard challenged convention by exposing the navel and much of the buttocks. He promoted his creation as a direct challenge to Heim “smaller than the smallest bathing suit in the world.” Réard chose a newspaper pattern for his new swimwear confident that it would be newsworthy. It was also a shameless ploy to win the favor of the journalist community.

Next came the task of choosing an appropriate name. What would resonate with the public? The news-savvy engineer knew that the attention of all France was riveted on the atomic tests taking place that summer. Réard could thank Operation Crossroads for choosing the location they did. They could have easily selected a nearby island such as Allinglaplap. As it was, the site chosen contained just the perfect combination of syllables. As the engineer-turned-fashion icon later explained “At that time everybody spoke of the island of Bikini in the pacific, enchanted, tiny, fine sand, a paradise. The idea came to me to make a swimsuit tiny like that island.” More likely, Réard simply wanted to beat Heim in the competition. Réard’s creative genius made the connection between two seemingly unrelated things: his daring swimwear and the current atomic tests. With the natural instincts of a Madison Avenue advertising talent, he put the two together: The new atomic age and a revolutionary new line of swimwear. Next, he chose a very attention-getting slogan - 'The Bikini will be explosive.’ Two weeks after the Able atomic bomb test, Réard registered the name Bikini for his latest swimwear creations. What the wily Frenchman was in effect saying was that his design was as momentous an occasion as the Atomic Bomb. In his words, “Like the bomb, the bikini is small but devastating.”

Search for a Model

Of course, the full effect could not be appreciated without someone to wear it for the public. He especially needed models who specialized in swimwear. Since the design would be considered scandalous, this took some doing. His string two-piece left very little to the imagination. Essentially, the model would be appearing semi-naked in public. None of the usual models were willing to wear his ‘bikini’ let alone waltz around in public in a skimpy two-piece. Réard, in fact, was forced to find a strip-tease dancer. Fortunately for Réard there were dancers of the other type: someone not shy about exposure in public. In a fortuitous circumstance, Réard’s shop was located not too distant from the Casino de Paris. This was a well-established music hall that attracted patrons from all over the world for generations. Famed for the lavish costumes, the Casino dancers wore a wild diversity of costumes including some resembling Réard’s later bikini. The Casino de Paris also sometimes featured topless and nude dancing. Among the dancers in 1946 was an 18-year old strip-dancer named Micheline Bernardini. When Réard offered to hire her to model his new two-piece, she readily agreed. She donned the string two-piece bathing attire and stepped into history.

Public Exposure

Next Réard arranged a press conference to take place as an outdoor fashion show at the Piscine Molitor, a popular public swimming pool in Paris. The date was July 5, 1946, five days after the Atomic detonation at Bikini Atoll. At the event she posed for a number of photographs. Reard arranged a press conference. Bernardini posed and held a matchbox, indicating that the entire outfit could fit in the tiny container. Never one to miss a beat, Réard kept repeating his advertising slogan; "Bikini--smaller than the smallest bathing suit in the world."

That summer’s fashion wars waxed hot the following weeks as Heim and Réard vied with each other to capture the market. Réard hired his own skywriters to specifically counter Heim’s claim, beachgoers looked up to see "smaller than the smallest swimming suit in the world.” The merciless engineer continued his campaign to overshadow Heim by proclaiming that he had “split the atom.” Sadly for Heim, his competitor was a natural showman and, although he was first and initially sold more, it was Réard’s name bikini that stuck.

Reaction

The reaction was indeed explosive. Like it or hate it - it could not be ignored. “Four triangles of nothing,” asserted one newspaper. Heim and Réard’s instincts proved correct. France, buoyed by recent liberation and excited to enjoy life again (a French specialty), fixed its attention on the latest fashion breakthrough. Some in the press remarked that the bikini design must have been inspired by the atomic tests because the wearer looked like a survivor from a nuclear blast, whose clothes were reduced to tatters. Others speculated that the primitive islanders living near the blast influenced the simplicity of the design. Whatever the press commentary, much of the public loved the daring new outfit. The delighted Réard was deluged by fan mail to the tune of 50,000 within a short-time of the event at Piscine Molitor. The obscure Miss Bernardini also became something of a celebrity, receiving at least 500,000 fan letters. Réard would continue hammering his message with an advertising campaign that included the slogan “It’s not a genuine bikini unless it could be pulled through a wedding ring.” The witty engineer followed up with such descriptions of this design that it "reveals everything about a girl except for her mother's maiden name." Another gem from the quotable designer was that the bikini had "just enough to protect the property without spoiling the view."

Despite the sensationalism generated by the press, as well the pronouncements of cultural spokespersons such as Diana Vreeland: “The bikini is the most important thing since the atom bomb,” mainstream life at the beach continued to reflect more conservative dress until the 1960s. Except for the jet-set that adopted the latest Paris fashions and took them to their favorite hot place, international sales were disappointing. Other than a core of enthusiastic supporters and women of the more daring type, the insubstantial design was too revealing for most people. Although by the 1930s women’s swimwear displayed the entire leg, midriff and had a plunging neckline, Réard’s design pushed well beyond those limits. "I can't think of any situation in the thousand years before the 1960s when it was acceptable to show the navel, " said Kevin Jones, a curator and fashion historian at the Fashion Institute of Design & Merchandising in Los Angeles. “It was avant-garde; it was ahead of its time,” said Miss Rayer, co-author of a book on the bikini’s history. “In that epoch, we were still puritan.”

Legacy

When the bikini began to appear on the beaches, it was banned almost everywhere. Citations were given in Italy for wearing a bikini as late as 1957. In more progressive nations, the bikini began to gain traction, so promoters attempted to endorse it. But time was on the side of the bikini. They, of course, dominate most beaches today. By the 2000s the bikini industry generated over $800 million yearly. By the time Réard died in 1984, bikinis would amount to as much as 20% of the swimwear market. But more than introducing a popular product, Réard’s creation reflected changing standards. What Réard essentially did was to mainstream a mode of dress that had up to that point been relegated to places of ill-repute. In 2007 Le Figaro trumpeted “For women, wearing a bikini signaled a kind of second liberation…It was … a celebration of freedom and a return to the joys of life.” Since Réard’s time the bikini and swimwear have continued to evolve, as have cultural attitudes about issues related to femininity and modesty. In the future, innovation, creativity and the continuous quest to push the boundaries of acceptability are sure to provide new expressions.

What do you think of the history of the bikini? Let us know below.

Now read Victor’s series on how the US misjudged Fidel Castro here.

Bibliography

Rubin, Alissa J. “From Bikinis to Burkinis, Regulating What women Wear.” The New York Times, August 27, 2016.

From Bikinis to Burkinis, Regulating What Women Wear - The New York Times

Hendrix, Steve. “You have this French man to thank - or chastise - for creating the modern bikini.” The Lily News, July 10, 2018.

You have this French man to thank — or chastise — for creating the modern bikini

“Man Who Invented the Bikini Bares his Thoughts.” The Dispatch, Nov. 5, 1974.

The Dispatch - Google News Archive Search

Stanton, Audrey. “The Scandalous History Of The Bikini.” The Good Trade, August 2, 2019.

The Scandalous History Of The Bikini — The Good Trade

Image fair use rationale: Educational. This photograph plays a fundamental part in the history of the bikini. It is essential to explain the history of the bikini in the post-war period.

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Even today life at sea can be difficult when there are medical issues. But what was it like in earlier periods? Here, Amy Chandler returns and explores life at sea and naval medicine on board naval fleets throughout the eighteenth and early nineteenth centuries.

Hospital Ships in the Second Opium War. Illustration for The Illustrated London News, 21 January 1860. Source: Wellcome Images, here. This file comes from Wellcome Images, a website operated by Wellcome Trust, a global charitable foundation based in the United Kingdom. Refer to Wellcome blog post (archive).

Life at sea can be treacherous with unpredictable weather, ever-changing climate and deadly predators that hold the authority of the underwater world. The changing climate, environmental factors and trade expansion throughout history has created an uneasy co-existence between the sea and land dwellers. The climate crisis has altered the habitats and patterns of many sea creatures lives, for example, reports of sharks migrating and swimming closer to shorelines in parts of Australia in the summer months. While in the twenty-first century, we have processes to mitigate risks, in the event of an incident, there are processes to follow to ensure a quick rescue or help when needed through lifeguards, sea rescue services, air ambulances and constant communication routes and satellites to monitor those at sea.

Before modern technology, life at sea was perilous with threats of pirates, sinking, mutiny, and naval warfare created a world away from the control and comforts of land and away from the law. The threat to health caused by disease, poor living conditions and long periods at sea contributed to an environment that killed many sailors. Modern cruise and military ships now have dedicated medical teams, and during the coronavirus pandemic, cruise ships isolated during their voyage with Covid-19 positive patients on board. The crew had the necessary equipment and medicines on board. This advancement gives travellers comfort and peace of mind when travelling for a long time away from land and the familiarity of home comfort to have easy access to medical treatment.

Life at sea

Throughout history life at sea has become an image romanticised by popular culture and is unrealistic. A sailor’s life was hard work full of manual labour, volatile conditions, wet and disease was rife. However, for many men the alternatives to life at sea was equally volatile, miserable, poverty-stricken and hard work, with the only exception that life at sea offered a sense of adventure. By the eighteenth century, London’s port and docks were vital to Britain’s trade and the public were dependent on the wealth and trade it generated. By this point, the Royal Navy was also becoming a significant presence in British politics and economy and required more men to sail and work on the ships. Historians have commented that the majority of recruited men were from the “lower socio economic strata […including mostly] illiterate, the dregs of society” and were seen as “uncouth, rude [and] riff raff”.(1) Some of these men were prisoners for committing minor crimes like pickpocketing, and could choose a life at sea under sanction of the Royal Navy.(2) The rapid expansion of the Royal Navy and the industrial revolution in Britain prompted the need for more men and these types of individuals solved their problem. Men on board would receive three meals a day, a ration of rum (often called ‘Grog’ or ‘Tot’) a day and offered a way to escape their miserable, poverty life on land. Parliament also sanctioned the use of ‘Press gangs’ to recruit men into the Royal Navy when non-violent methods were sufficient, this method granted by the Crown the “right to seize men of seafaring experience” and was intensely enforced during periods of naval battle, for example 1703, 1705, 1740 and 1779.(3) All ages were recruited into the crew and when boys turned sixteen they became able-bodied sailors. The uniform worn by officers were different to the ordinary crew and the clothes were designed to signal status and emulate the fashion of wealthy men in the eighteenth century, while life at sea, away from the authority of land, was still subject to hierarchy and class bias.

Moreover, the ration of rum was introduced as storing water in wooden barrels did not keep for long periods and other drinks with a low-alcohol level was also difficult to store. Therefore rum was the best option and kept morale up for the men by receiving 10 ounces of rum a day, which reduced to 2.5 ounces in 1850.(4) It was not until 1970 that this daily ration was stopped as the Royal Navy expanded and modernised, the need for crew to be sober was seen as imperative. The manual labour of working on a large ship everyday required a diet to supply enough energy to keep the men fit, healthy and sustained. However, during this period fresh food was difficult to store and preserve for long voyages, therefore salted meat, pickled food and hard biscuits were the normal diet.

The role of the naval surgeon

Throughout history, the surgeon was the main and only person responsible for treating the ill, injured or psychologically distressed on board naval ships. The unpredictable weather, the threat of naval warfare and spending long periods away from land, friends and family created an unstable environment. While these factors contributed to a high mortality rate, the most common killer was disease. Life at sea was “continually hit by lethal epidemics of dysentery, typhus, scurvy, malaria and yellow fever”, that could easily wipe out or weaken the majority of the crew.(5)

There were strict procedures for becoming a ship’s surgeon, such as obtaining a university education and progressing to the lead surgeon. Individuals who trained through apprenticeships assisted at local hospitals or learnt through observation became the first, second or third ship surgeon mates to assist the fully qualified surgeons. University qualified medical professionals were usually privileged members of society who had access to wealth and opportunity to train at a University. There were different types of medical professionals in the eighteenth centuries; the university-qualified physician who was a member of the College of Surgeons, apothecaries, who dispensed prescribed medicine, and surgeons who dealt with external issues, such as amputation or removal of boils.(6) However, when sailing at sea for long periods, the surgeon was in a position that needed to include all three branches of the medical profession and be able to treat all kinds of diseases and injuries. During the voyages and expeditions, the ship was busy and crowded and needed access to all the necessary equipment, weapons and supplies on board, as the time and distance between ports were long. Therefore, the ship’s surgeon needed enough medicine and equipment to treat the ill and injured during these long voyages. Surgeons were required and responsible for obtaining their own set of instruments and treatments in preparation for their journey. This requirement changed in the 1800s as the Company of Surgeons was responsible for approving surgeons of their eligibility to practise and their instrument chest before a voyage. The Royal Navy Regulations of 1731 ordered that medicine chests were locked bearing the “seals of the physician and of the Surgeons’ Company” and no other chests were permitted on board.(7) Official examination of the surgeon’s credentials, medical knowledge and instruments was necessary to ensure the individual had the necessary knowledge to attend to ailments and injuries. Also, this safeguarded the equipment from being stolen and sold for a profit before the ship set sail. Despite the privilege and reputation bestowed on medical professionals on land, this same reputation was not extended to naval surgeons, who were underpaid.

Towards the end of the eighteenth century, the duties and responsibilities of naval surgeons were officially documented in the Regulations and Instructions Relating to His Majesty’s Service at Sea, which was initially published in 1731.(8) Duties included visiting ill patients twice a day and informing the captain of the daily number and name of unwell and injured crewmembers. The Company of Surgeons ordered every ship surgeon to write daily logs and diary entries of their daily activities. The ill or injured were isolated from the rest of the crew in the sick bay, a space below the waterline and away from potential dangers during battles. However, when the epidemics overwhelmed the crew, this space was unsuitable, and surgeons demanded a larger area to house and treat patients. The orlop deck was the most common area for surgeons to work and included their cabin to sleep and eat. This deck was usually the lowest deck on the ship and used to store cables and rope. The orlop was considered the safer part of the ship but was dark, hot and lacked sufficient ventilation, with lanterns being the only light source. This area was extremely noisy during battles as the cannons were located on the deck above and created ear-shattering noise from cannon fire.

It is also important to understand that while the surgeon was an invaluable and life-saving asset on board. Their medical knowledge was informed by the contemporary scientific discoveries of the time of the Four Humours rather than understanding how bacteria caused disease. Medical knowledge during this time focused on Hippocrates’ theory of the Four Humours and was later expanded by Galen. This theory suggested that the human body had four elements connected to the seasons. The elements were blood, yellow bile, black bile and phlegm. A healthy lifestyle and body meant these elements were in balance, and unbalanced humours caused illness because the body had too much of one humour. Treatments for unbalanced humours included bloodletting. The surgeons would perform and use contemporary medicine and treatments to diagnose the patient. These treatments, in some cases, were lethal and could result in unintentional death, as the use of mercury, no anaesthetics or antiseptics meant many could die from infection or poisoning during surgery. While battle injuries from canon fire and wounds caused by swords were a threat to life, the everyday living and working conditions were equally as deadly.

The Royal Navy in the Napoleonic Wars

Throughout the Napoleonic wars of 1792 to 1815, the British Royal Navy employed roughly 109,846 men, with an average of 3,518 men a year.(9) On average, 1 in 31 men died of disease or accident, and roughly 1 in 405 died in or from wounds caused by battle.(10) These statistics highlighted that despite the threat and dangers of naval combat, the true enemy to was disease. However, the Royal Navy was keen to keep their crews in good health as this meant they could continue sailing for longer and had a complete crew to engage in naval battles and missions. Horatio Nelson, Admiral of the HMS Victory was also aware of the importance of health while sailing and he is quoted to have said “the great thing in all military service is health; and you will agree with me that it is easier for an officer to keep his men healthy, than for a physician to cure them.”(11) An admiral can only lead their crew to victory if they are alive, healthy and have enough of them to engage in battle. Therefore it was in the Royal Navy’s best interest to ensure the working and living conditions were suitable. Even Nelson was not immune to the threats caused by living and working at sea, with reports of him contracting malaria, yellow fever and his death at the brink of victory during the Battle of Trafalgar in 1805.

The HMS Victory had an estimated 820 crew members, and the surgeon in charge was William Beatty, who tended to Nelson after his fatal wound at the Battle of Trafalgar. Beatty served as a naval surgeon for many years before entering the crew of HMS Victory and reported that Trafalgar was his first voyage that involved large-scale fleets in battle. Historians have noted that Trafalgar was a “baptism of fire” that placed his skills as a surgeon and medical knowledge to the test.(12) Nelson is an interesting figure in British history, and historians often remark on his strength of character. A fascinating story of his life and legacy is how despite suffering numerous battle wounds, he still managed to secure victory for Britain at the Battle of Trafalgar. Nelson lost his right arm in the Battle of Santa Cruz de Tenerife and because of this injury, he adapted to writing with his left hand, and his writing became even more legible than with his dominant right hand. This adaption highlights that life after battle for many injured was challenging and left the individual with life-altering damage. Furthermore, the amputation of Nelson’s right arm was carried out on board and like many other amputations and surgeries there was usually no other choice but to operate immediately in an attempt to save the patient’s life. The lack of anaesthetics and antiseptic, which were not discovered until the late 1840-60s, meant that many operations were barbaric, unimaginably painful and risky.

Hospital ships in the Napoleonic war

During the Napoleonic War, measures were introduced to provide medical treatment for men injured or ill during their voyages. Ships were far away from land resulting in the sick or injured, and this was a measure introduced since the third Dutch war of 1672 – 74. A hospital ship that would care for, treat and transport long-term sick patients, who could not stay aboard their ship, supported each naval fleet.(13) In 1743, aboard HMS Blenheim the upper and lower decks were converted to house 255 patients, segregated into four areas for “skin irritation, simple fever, dysentery, or malaria”.(14) The ships that were used and converted were usually going to be decommissioned and not purpose-built vessels. Historians have called these hospital ships the “medical command centre of a naval fleet” commanded by a senior surgeon with a university qualification, experience with life at sea and was responsible for the overall health of the crew.(15) The responsibilities included visiting, inspecting and other naval surgeons’ medical chests, journal entries and creating weekly reports for the Admiral on the health and conditions of the ship.(16) While this figure had no authority over individual surgeons – that still resided with each ship’s captain – they could recommend individuals for promotion. The mortality rate decreased with these regular inspections and authority figures on board, and one in particular, Thomas Trotter was pivotal in the ‘Nelsonian’ era. Trotter was a physician in the mid-1790s of the Channel Fleet under the command of Admiral Howe. Trotter reformed medicine and life at sea while he worked on the hospital ship Charon through his persistent suggestion of medical reform, such as improved ventilation, pay and living conditions, and his publication Medicina Nautica (1797 – 1802).

Conclusion

In conclusion, life at sea was a treacherous and unpredictable experience, with the increase in Britain's expansion of the empire, trade routes and exploration, the need for an on board medical professional became increasingly important. The Royal Navy rapidly gained momentum and power in the eighteenth century and required more men to join their forces. The bleak reality for many was not about a choice but the knowledge that their alternative option of a life in poverty and disease ridden living accommodation and a lack of employment was a contributing factor for many to join. However, one of the recurring motifs of history is that medicine can only do so much, but improvement in living and working conditions is vital to improving overall health. Nelson is remembered for his heroic contribution to the Royal Navy and Britain’s maritime legacy, but the crews that served and endured harsh environments are also vital to Britain’s success and should be recognised. Popular culture attempts to romanticise the life of a sailor through comedic and sanitised versions of the past and hide the reality of the harsh and miserable life away from land. While popular culture contributes to the myth that life at sea was a lawless and deadly place of hedonistic debauchery throughout history, there was still a hierarchy and laws to abide by that reaffirmed the class structures that dominated British society.

What do you think of medicine at sea? Let us know below.

Now read Amy’s article on the Great Stench in 19th century London here.

Bibliography

Brocklis, L, Cardwell, J, Moss, M, Nelson’s Surgeon: William Beatty, Naval Medicine, and the Battle of Trafalgar (Oxford, Oxford University Press, 2005).

Brown, K, The Seasick Admiral: Nelson and the health and the navy (England, Pen & Sword Books,2015).

Goddard, J C, ‘The Navy Surgeon’s Chest: Surgical instruments of the Royal Navy during the Napoleonic War’, JR Soc Med, vol. 97, no. 4, April., 2004, pp.191 - 197 < https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1079363/ >.

Hickox, R. All you wanted to know about the 18th Century Royal Navy (USA, Rex Publishing, 2005).

Pappalardo, B, How to survive in the Georgian Navy (London, Bloomsbury Publishing,2019).

Sachs, T. ‘The Rum the Royal Navy Once Rationed to Sailors…’,Robb Report, 2020 < https://robbreport.com/food-drink/spirits/black-tot-rum-british-navy-ration-for-sale-2939203/ >.

UK Parliament, ‘Press gangs’, UK Parliament, 2022 < https://www.parliament.uk/about/living-heritage/transformingsociety/private-lives/yourcountry/overview/pressgangs-/ >.

References

1 R.Hickox, All you wanted to know about the 18th Century Royal Navy (USA, Rex Publishing, 2005), p.15. https://www.google.co.uk/books/edition/All_You_Wanted_to_Know_about_18th_Centur/_sKZ3rZK4dQC?hl=en&gbpv=1

2 Ibid.

3 UK Parliament, ‘Press gangs’, UK Parliament, 2022 < https://www.parliament.uk/about/living-heritage/transformingsociety/private-lives/yourcountry/overview/pressgangs-/ > [accessed 9 December 2022].

4 T. Sachs, ‘The Rum the Royal Navy Once Rationed to Sailors…’,Robb Report, 2020 < https://robbreport.com/food-drink/spirits/black-tot-rum-british-navy-ration-for-sale-2939203/ >[accessed 9 December 2022].

5 L. Brocklis, J. Cardwell and M. Moss, Nelson’s Surgeon: William Beatty, Naval Medicine, and the Battle of Trafalgar (Oxford, Oxford University Press, 2005),p.5.

6 JC. Goddard, ‘The Navy Surgeon’s Chest: Surgical instruments of the Royal Navy during the Napoleonic War’, JR Soc Med, vol. 97 (2004),p.191 < https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1079363/ >[accessed 25 November 2022].

7 Ibid.

8 L. Brocklis, J. Cardwell and M. Moss, Nelson’s Surgeon, p.6.

9 B. Pappalardo, How to survive the Georgian Navy (London, Bloomsbury Publishing,2019),p. 56.

10 Ibid.,p.56.

11 Pappalardo, op.cit.,p.56.

12 L. Brocklis, J. Cardwell and M. Moss,op.cit.,p.viii.

13 L. Brocklis, J. Cardwell and M. Moss,op.cit.,pp.7-8.

14 Ibid.

15 Ibid, p.8.

16 Ibid.

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In the year 1848, a series of revolutions swept across the European continent. Motivated by a variety of liberal, nationalist, and other radical ideas, these revolutions were initially very successful in toppling their respective governments. Countries from the great powers of France, Austria, and Prussia to the smaller states in Italy and Germany had their monarchical governments bound by constitutions or replaced by republics. However, within a few years, these new liberal governments were supplanted by counter revolutionaries and replaced by conservative regimes once again.

Nolan Douglas explains.

An 1841 portrait of King Louis Philippe I of France. By Franz Xaver Winterhalter.

Liberalism and Conservatism in the 19th Century

It needs to be understood that the beliefs of liberalism and conservatism in 19th century Europe are far different from how we perceive these ideologies now. At the time, liberalism was a fairly new ideology with a focus on securing individual rights, modernizing feudal systems and replacing them with capitalism, varying degrees of democracy, and constitutional government. The constitution of the United States is an excellent example of what European liberalism looked like in the 19th century. On the other hand, 19th century European conservatism was about order and tradition, focusing on maintaining powerful monarchies and aristocracies with little to no restrictions on their power.

The Conservative Order in Europe

In the wake of the Napoleonic Wars, Europe was reorganized at the 1814-1815 Congress of Vienna. At the congress, the great powers of Europe, the United Kingdom, France, Prussia, Austria, and Russia agreed to maintain a new status quo in hopes of avoiding a repeat of the upheavals of the last twenty years. Because Napoleon had abolished the old Holy Roman Empire, which had previously encompassed what is today Germany, Austria, and the Czech Republic, this territory was reorganized as a loose German Confederation, dominated by Austria and, to a lesser extent, Prussia. France was now a constitutional monarchy under the Bourbon dynasty, the same family which had ruled the country before the 1789 French Revolution. Italy was divided between a number of small states, the most powerful of which were the Kingdom of Piedmont-Sardinia, the Kingdom of the Two Sicilies, and the Papal States (which were ruled by the Pope). The Austrian Empire also controlled the rich provinces of Lombardy and Venetia, containing the major cities of Milan and Venice. Klemens von Metternich, the Austrian foreign minister, was an important architect of the new conservative order in Europe and would be a symbol of the status quo until 1848.

France: A New Republic

Following Napoleon's final defeat in 1815, France was again a monarchy under King Louis XVIII. This new King Louis was the younger brother of King Louis XVI who was executed during the 1789 French Revolution. In the period from 1815 to 1830, France was a constitutional monarchy, but with a very limited electorate I. In 1830, Charles X was overthrown in the 1830 July Revolution and replaced by King Louis Philippe, a more liberal-minded constitutional monarch from the Orléans branch of the Bourbon dynasty. While Louis Phillippe's regime (known as the July Monarchy) was more popular than that of Charles X, many people in France wanted a more representative government. While France under the July Monarchy had a bit more representation in its parliament than the regime of Charles X, only around 170,000 of France's richest men could vote under this more liberal government. In 1832, there had been an unsuccessful republican revolt which was violently crushed by the July Monarchy (this is the revolt depicted in Les Misérables). This massacre further tainted the image of the July Monarchy and Louis Philippe, increasing the desire for a republic.

On February 22, 1848, a pro-republican protest erupted in violence as the government called in the National Guard to break up the crowd. Overnight, Paris was embroiled in Revolution once again with barricades popping up across the city. On February 23, Louis Philippe abdicated his throne, and French republicans began to build the Second French Republic. The constitution of this new republic guaranteed universal suffrage and was initially popular, but would be even more short lived than its predecessor. The Second French Republic was composed mostly of moderate, liberal republicans with a huge majority in the Constituent Assembly, although conservatives and democratic socialists held significant numbers of seats as well. In June of 1848, more radical republican workers rose up in Paris against the republic, believing it wasn't democratic enough. Although these radical insurgents were put down by the government, the fear created by this uprising caused many French people to grow wary of the more radical elements of the revolution. As a result, conservatives began gaining ground in the republic. In December, Louis Napoleon, nephew of the famous conqueror, was elected president. In the elections of 1849, the conservative Party of Order won a majority in the Constituent Assembly, unseating the moderate liberal majority. In December of 1851, Louis Napoleon organized a coup and overthrew the government, establishing himself as a dictator. On 2 December, 1852, the same date as his uncle in 1804, Louis Napoleon was crowned Emperor of the French under the name Napoleon III. Within just a few years, the Second French Republic had met the same fate as the first.

Italy: A War for Unification

The revolutions in Italy began January 12 of 1848 with a revolt in Palermo against the Bourbon King Ferdinand II of the Two Sicilies. Within a month, Ferdinand II was forced to grant a liberal constitution in his kingdom or be dethroned. Throughout the spring of 1848, the monarchs of Tuscany, Piedmont-Sardinia, and the Papal States all followed suit by granting liberal constitutions limiting their power. Initially, many Italian revolutionaries hoped to establish a united Italy under the leadership of Pope Pius IX who was seen as a liberal reformer and might be willing to take up the role. Other revolutionaries wanted a constitutional monarchy under the Piedmontese monarchy while more radical revolutionaries hoped to establish a united and democratic Italian Republic. On March 18, the city of Milan rose up against the Austrians in a revolt known as the Five Days of Milan. After five days of fighting, the Austrian troops, led by the Czech Marshal Radetzky, were driven out of the city. During this revolt, another revolt began in Venice on March 22 and a republic was declared in Venetia. The following day, the Kingdom of Piedmont-Sardinia, led by King Charles Albert, declared war on the Austrian Empire, beginning the First Italian War of Independence with support from Italian revolutionary volunteers from across the peninsula. While the Sardinians and other Italian revolutionaries had some initial successes and advanced into Lombardy-Venetia, they were ultimately defeated by the better trained Austrian troops under Marshal Radetzky by March of 1849.

While the Austrians fought the Piedmontese and Italian volunteer forces, central and southern Italy were in the midst of their own revolutions. Although he had agreed to a constitution, Pope Pius IX fled Rome to seek refuge in the Kingdom of the Two Sicilies on November 25, 1848 following the assassination of Pellegrino Rossi, his minister of interior. Now leaderless, Italian revolutionaries in the Papal States founded a new Roman Republic on February 9, 1849. Soon after, a Tuscan Republic was founded in Tuscany following the flight of its Grand Duke. In March of 1849, French troops landed in the Roman Republic. Initially there was hope that these French troops would aid the revolution, but the French instead seized the city of Rome and toppled the Roman Republic under orders from President Louis Napoleon. With this act, France had sided with the counterrevolution. With Austrian troops victorious in the north, the Roman Republic crushed, and the Two-Sicilies siding with the Austrians, the revolutions in Italy were quelled. Because of divides and mistrust between the revolutionaries Italian nationalists would have to wait for their dream of a united Italy to come to fruition. While Italy remained divided , Piedmont-Sardinia retained a constitutional monarchy as an artifact of 1848, eventually completing the Unification of Italy in 1870.

Austrian Empire: Habsburg Rule in Turmoil

The Austrian Empire was built over the course of centuries by the Habsburg family, mainly through dynastic marriages with very little military conquest. Through these marriages, the Habsburgs built a vast, multi-ethnic empire in the center of Europe. While it had been a major European power for several centuries, the Austrian Empire was rife with ethnic divisions. Habsburg subjects included Austrian Germans, Magyars (Hungarians), Czechs, Slovaks, Italians, Poles, Ruthenians (Ukrainians), Romanians, Slovenes, Serbs, and Croats. Although the Austrian Germans were the ruling class, they made up a fairly small proportion of the overall population of the empire. These ethnicities were divided in their goals and hopes for the future of the empire, and this showed in the revolutions. While many German revolutionaries sought to join Austria with the German unification efforts centered in Frankfurt, most Magyar revolutionaries wanted either autonomy or independence for the Hungarian nation. Many Czechs hoped for the same for their own people.

Throughout the spring of 1848, revolts began across the empire. By the end of March, Austrian Emperor Ferdinand I promised to accept a constitution. In the chaos, liberal nationalists in Hungary, led by Lajos Kossuth, seized their moment and passed liberal legislation. This liberal legislation, known as the April Laws, transformed the Kingdom of Hungary into an autonomous, parliamentary democracy within the Habsburg empire, abolished serfdom, created a Hungarian National Guard, and established freedom of the press and religious equality. With these laws, Hungary became one of the most liberal nations in Europe, but also placed itself at odds with the Habsburg monarchy. However, the April Laws also alienated some minorities within Hungary, such as Transylvanians, Germans, Slovaks, Croats, and Serbs because the laws established Hungary as an ethnic nation state. While Hungary became the center of the revolutions in the Austrian Empire, revolutionaries also seized power in Prague and Vienna. On May 17, despite promising a constitution two days earlier, Emperor Ferdinand I fled Vienna. In the summer, the counterrevolution began as Prague was bombarded and captured by Habsburg forces in June. In September, Croatian forces loyal to the Habsburgs invaded Hungary, and Vienna was bombarded and captured by Habsburg forces on October 31. For the next few months, a civil war raged between Austria and Hungary, with Hungary declaring an independent republic on April 13, 1849. However, in June of 1849, Russian forces invaded Hungary in support of the counterrevolution, sealing the fate of the young republic and putting the revolutions in the Austrian Empire to an end. Over the course of the revolutions in Austria, Emperor Ferdinand was forced to abdicate and was replaced by his eighteen year old nephew, Franz Joseph, who would reign until his death in 1916.

Prussia and Germany: A Crown from the Gutter

Similarly to Italy in this period, Germany too was divided between many small states, albeit many more than Italy. Unlike Italy, Germany was loosely united under the German Confederation which could be compared to the modern European Union on a smaller scale. The Austrian Emperor was somewhat of a leader of this loose confederation as the president of the Federal Convention, but held little real power over the other German states. The Kingdom of Prussia was the other major power within the German Confederation and competed for influence among the smaller German states with Austria. With the Austrian Empire in turmoil in 1848, the rest of Germany too was engulfed in revolution. On March 15, protests erupted in the Prussian capital of Berlin. The Prussian king, Frederick William IV, quickly accepted the demands of the protesters, promising to grant them a liberal constitution. However, on March 18, a true revolution broke out in the city when Prussian troops fired on protesters. King Frederick William, although still promising a constitution and siding with the liberals on paper, fled the city. Conservative monarchs throughout the small states of the German Confederation were similarly forced to accept liberal constitutions in the spring of 1848. On May 18, 1848, a new German National Assembly made up of representatives from across Germany, including Prussia and Austria, met in Frankfurt. Soon after, a Prussian Constituent Assembly was formed. The Frankfurt Parliament would spend the next year creating a constitution and ironing out the details of a united Germany.

For months, the Frankfurt Parliament debated the specifics of what shape this new Germany would take. Would it be a centralized, democratic republic in the same vein as France? Would it be a more decentralized, liberal empire? If so, who would be its Emperor? Should Austria be included? If so, should the entire Austrian Empire be integrated into Germany, or just the German speaking parts? These questions divided the Parliament and made creating a constitution difficult. Ultimately, it was decided that a liberal constitutional monarchy under the King of Prussia would be created, excluding Austria entirely. However, by the time the Frankfurt Constitution was completed On March 27, 1849, Prussia had crushed its revolution and the King had dissolved the Constituent Assembly the previous December. When the Frankfurt Parliament offered King Frederick William IV the crown of a united German Empire, he rejected it, calling it a "crown from the gutter." This was the nail in the coffin for a united liberal Germany. Despite most of the minor German states ratifying the constitution, a united Germany could not be forged without support from Prussia or Austria.

The Failed Turning Point

English historian A.J.P. Taylor once said of the Revolutions of 1848 that "German history reached its turning point and failed to turn." While he was specifically referencing the revolutions in Germany, this quote rings true for all of the revolutions across the continent. Despite being quickly and widely successful at their initial goals, the revolutionaries of 1848 could not agree on their end goals, allowing the counterrevolution to sweep through Europe just as quickly.

What do you think of the European Revolutions of 1848? Let us know below.

Nolan writes at The Era of Change blog here.

References

"Napoleonic Germany and the Revolution of 1848." In A Brief History of Germany, by Jason P. Coy. Facts On File, 2010.

"Whose Empire? The Revolutions of 1848–1849" In The Habsburg Empire : A New History, by Pieter M. Judson. 2016. Cambridge, Massachusetts: Belknap Press.

Rapport, Mike. 1848: Year Of Revolution. United Kingdom: Little, Brown Book Group, 2010.

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Nazi Germany was actively involved in the Spanish Civil War on the side of General Franco’s Nationalists. The Nazis helped the Nationalists in various ways. Here, Daniel Boustead looks at how the Nazis supported them militarily.

The aftermath of the bombing of Guernica, Spain. Source: Bundesarchiv, Bild 183-H25224 / Unknown author / CC-BY-SA 3.0, available here.

Nazi Germany’s involvement in the Spanish Civil War has been well documented by historians. The origins of Nazis support for the Spanish Nationalists was between 1931 and 1936. Nazi military support for Francisco Franco’s Nationalist forces was entirely motivated by political and financial reasons. The Nazi support helped the Nationalists achieve important military and strategic victories during the conflict. In the Spanish Civil War the Nazis got to test out new military weapons and tactics which would be later used effectively in World War II. In fact the Nazis were probably the decisive factor in bringing Francisco Franco to power in Spain.

In 1931 the monarchy fell in Spain, and it became a republic (1). Spain was thrown into further disarray and chaos after the results of the February 16, 1936, elections. These elections resulted in the left-wing “People’s Front” achieving a majority 473 seats to the other parties 256 seats in the Spanish Parliament. Fearing Spain would drift into a left-wing Communist government, on July 17, 1936, General Mola led, directed and organized a successful uprising in Melilla, Spanish Morocco(2). General Francisco Franco y Bahamonde, was in exile on the Canary Islands and upon hearing the news of the Nationalist uprising in Melilla, he was thrilled.

The government had placed General Francisco Franco as military commander of the Canary Islands as a form of banishment because of his opposition to the government. Franco had previously served as Chief of the General Staff of the Spanish Army of the Second Republic in 1935(4). He had long hated the Spanish government. In short order Franco and General Orgaz assumed the military command of the Canary Islands group. On July 18, 1936, Franco departed for Tetuan, Spanish Morocco aboard a British aircraft, where he arrived on July 19, after an en route stop at Casablanca (3). On that day, having already been informed of the objectives of the revolt by officers allied to Franco, the entire garrison of the city of Tetuan declared itself for the Nationalist side.

The Republican government had no concern about Franco’s forces in Spanish Morocco. The Republican Naval fleets were carefully watching the Straits of Gibraltar, making transport of any Nationalist units by sea all but impossible. Later, on October 1, 1936, General Franco’s investiture as the New Chief of State of the Spanish State was proclaimed to the Nationalist forces and a ceremony took place (11).

A request to the Nazis

On July 23, 1936, a dispatch arrived at the German Foreign Affairs Office from Tetuan via the German Military Attache in Paris(5). In the dispatch, General Franco and Oberstleutnant Beigbeder, (former Spanish Military Attaché in Berlin), requested the delivery of ten military transport aircraft to Spanish Morocco. The recommendation of the Foreign Affairs Office to the Reich War Ministry, was absolutely neutral and tended to be rather negatively inclined towards Franco’s request. On July 24, 1936, a further telegram reached the German Foreign Affairs Office. It contained an announcement from the Tetuan Consulate that the requestioned and later charted DLH Ju 52 was to fly to Berlin. This flight would bring the Germans Johannes Bernhardt and Adolf Langenheim and a Spanish Air Force Officer Captain Arranz to present a handwritten note from General Franco to the Nazis. Adolf Langenheim was a member of the Nazi Party’s foreign branch in Tetuan and had numerous business dealings with General Franco and was thus well connected with him. Langenheim’s primary motives for supporting and seeking aid to General Franco were more business than idealistic aims. On July 24, 1936, Adolf Langenheim, Johannes Bernhardt, and Spanish Air Force Captain Arrantz arrived at Berlin-Gatow and were sent to see Adolf Hitler who was enjoying the Richard Wagner Festival at Bayreuth. On July 25, 1936, Johannes Bernhardt, Adolf Langenheim, and Captain Arranz, met with Adolf Hitler, Generalfeldmarchall Goring, War Minister Von Blomberg, and a representative of Vizadmiral Raeder, Kapitan zur See Coupette of the German Navy. The meetings between these two parties from July 25-26, 1936, succeeded in giving Nazi support to General Franco’s forces.

Reasons for support

The primary reasons the Nazis wanted to support General Franco was to make Spain a bulwark against Communism, to seek improvement in Germany’s foreign exchange situation, the future of Germany’s trade agreement with Spain, and to improve the interests of the 10,000 ethnic Germans living in Spain. The Initial discussions on the organization and extent of the aid for Spain then moved to the RLM. On July 26, 1936, the Reich RLM’s General der Fleiger Milch gave Generalleutnant Helmut Wilberg the job of creating Sondertab W, a central office for supplying the material and personnel needs of the German volunteers in Spain(6).

On July 26, the mixed delegation’s request for 10 Ju 52 transport aircrafts was increased to 20 Ju 52 transport aircrafts, which were to be delivered to Sevilla and Tetuan by DLH pilots via the shortest possible route that was approved by both sides. Also, in July the organization of HISMA Ltda was formed to act as a cover organization for the agreed upon transport of troops from Spanish Morocco to the mainland, as well as the delivery of German aircraft and materiel. The registered owners of HISMA Ltda was the Spanish Admiral Ramon Carrazanna and Johannes Bernhardt. Until the start of the Legion Condor, HISMA was responsible for supplying, accommodating and paying the German volunteers; in addition, it was the administrative office for all German aid deliveries and the liaison center between the Spanish headquarters and “Sonderstab Wilberg”. On August 6, 1936, the first German equipment, troops and personnel arrived at Cadiz (7). On October 2, 1936, the purely German partner company of HISMA was created in Berlin and was known as ROWAK GmbH, an indication of the Third Reich’s increasing economic interest in events in Spain.

The initial German troops and equipment that landed on Cadiz on August 6, 1936, were quickly transported by rail cars to Sevilla on August 7. In the meantime, ten Ju 52 transports had been ferried to Tablada airfield near Sevilla by Lufthansa captains, so that Bubb Moreau and his forty-two man group were able to begin transport flights from Tetuan to Sevilla at once. The Germans had originally been forbidden to fly operational sorties, except to provide escort to the transport aircraft in these operations(8). The sole task of the volunteer pilots was to train Spanish crews to fly and use the Ju 52 and He 51.

The Nazi supply chain was a success. Indeed, by the time German aerial supply flights ended in mid- October 1936, a total of 13,500 Nationalist men and 269 tons of war material had been flown to Spain(9).

On November 7, the Legion Condor was created under the command of Hugo Sperrle (10). The Legion Condor arrived at the Port of Cadiz and Sevilla on November 29, 1936, helping expand the Nazi’s military role. This unit consisted of an air force unit, anti-aircraft unit, a ground forces unit, and other miscellaneous units (12). On April 26, 1937, the Nazi Condor Legion in conjunction with the Italian Air Force bombed the Basque town of Guernica (13). The bombing of Guernica resulted in blocking the avenue of retreat for the Spanish Republican forces. The bombed out and collapsed structures in Guernica hindered this retreat. According to recent studies, the bombing of Guernica resulted in some 126 tragic deaths (14).

By the end of Spanish Civil War, the Condor Legion had shot down 277 Republican aircraft in air-to-air combat, and 58 by anti-aircraft fire (guns supplied and manned by Germans). This is a grand total of 335 Republican aircraft destroyed by the Legion Condor(18).

The BF 109 Fighter got its combat debut in Spain the from 1937 to 1939 (15). On May 11, 1937, Spanish Gun batteries equipped with 88 mm guns opened fire on two Soviet T-26 B tanks in the grounds of “La Buena Vista”, south of Toledo (16). The German 88 millimeter gun would later become a much-feared anti-tank weapon during World War II. It was also in the Spanish Civil War where Luftwaffe began to operate as teams as opposed to operating alone in World War I like the Red Baron did (17). On March 12, 1938, the Legion Condor’s F/88s 88/56 mm anti-aircraft guns were used in conjunction with tanks and ground planes to help the 5th Navarra Division’s advance of 36 kilometers between Belchite and Escatron (19). The unit F/88’s coordination in this attack with tanks and ground attack planes, and the need to change the positions of the anti-aircraft guns three times was a success. This would later be used during the “Blitzkrieg” tactics of World War II .

The Nazi support for Franco helped him get into power and provided the Nazis with their longest lasting military and political victory. Francisco Franco remained in power from 1939 to 1975.

Now, read our book on the Spanish Civil War here.

Now, you can read World War II history from Daniel: “Did World War Two Japanese Kamikaze Attacks have more Impact than Nazi V-2 Rockets?” here, “Japanese attacks on the USA in World War II” here, and “Was the Italian Military in World War 2 Really that Bad?” here.

References

1 Ries, Karl and Ring, Hans. The Legion Condor: A History of the Luftwaffe in the Spanish Civil War-1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1992. 9.

2 Ries, Karl and Ring, Hans. The Legion Condor: A History of the Luftwaffe in the Spanish Civil War-1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1992. 10.

3 Ries, Karl and Ring, Hans. The Legion Condor: A History of the Luftwaffe in the Spanish Civil War-1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1992. 10 to 11.

4 Preston, Paul. FRANCO: A Biography. New York: New York. Basic Books. 1994. 109.

5 Ries, Karl and Ring, Hans. The Legion Condor: A History of the Luftwaffe in the Spanish Civil War 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1992 12.

6 Ries, Karl and Ring, Hans. The Legion Condor: A History of the Luftwaffe in the Spanish Civil War 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd.1992. 12 to 13.

7 Ries, Karl and Ring, Hans. The Legion Condor: A History of the Luftwaffe in the Spanish Civil War 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1992. 14.

8 Ries, Karl and Ring, Hans. The Legion Condor: A History of the Luftwaffe in the Spanish Civil War 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1992. 15.

9 Ries, Karl and Ring, Hans. The Legion Condor; A History of the Luftwaffe in the Spanish Civil War 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1992. 17.

10 Ries, Karl and Ring, Hans. The Legion Condor: A History of the Luftwaffe in the Spanish Civil War 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1992. 37 to 38.

11 Preston, Paul. FRANCO: A Biography. New York: New York. Basic Books. 1994. 184 to 185.

12 Arias, Raul, Molina, Lucas, and Permuy, Rafel. LEGION CONDOR: HISTORY. ORGANIZATION.UNIFORMS.AWARDS. MEMROBILA 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2013. 40 to 41.

13 Ries, Karl and Ring, Hans. The Legion Condor: A History of the Luftwaffe in the Spanish Civil War 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1992 62 to 64.

14 Arias, Raul, Molina, Lucas, and Permuy, Rafael. LEGION CONDOR: HISTORY. ORGANIZATION. UNIFORMS. AWARDS. MEMROBILA. 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2013. 62 to 63.

15 Ries, Karl and Ring, Hans. The Legion Condor: A History of the Luftwaffe in the Spanish Civil War 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1992. 261 to 262.

16 Garcia, Jose Ma Manrique and Molina, Lucas. Flak Artillery of the LEGION CONDOR: FLAK Abteilung(mot.) F/88 in the Spanish Civil War . 1936-1939. Atglen: Pennsylvania. Schiffer Publishing. Ltd. 2009. 46.

17 Pavelec, S. Mike. World War II DATA BOOK: The Luftwaffe 1933-1945: The Essential Facts and Figures for Goring’s Air Force. London: United Kingdom. Amber Books Ltd. 2010. 14.

18 Pavelec, S. Mike. World War II DATA BOOK: The Luftwaffe 1933-1945: The Essential Facts and Figures for Goring’s Air Force. London: United Kingdom. Amber Books Ltd. 2010. 15.

19 Garcia, Jose Ma Manrique and Molina. Lucas. Flak Artillery of the LEGION CONDOR: FLAK Abteilung (mot.) F/88 in the Spanish Civil War. 1936-1939. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2009. 61.

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The Hundred Years War took place between France and England in the 14th and 15th centuries, but the causes of the war are many and complex. Here, Jonathan Riley concludes his series and considers what the key reasons for the Hundred Years War truly were.

If you missed it, you can read Jonathan’s first piece on the rise of Capetian power here, and the expansion of Plantagenet power here, and Anglo-French conflict in the 13th century here.

A depiction of the marriage of King Charles IV of France and Marie of Luxembourg. By Jean Fouquet.

The Hundred Years War did not just begin as a dynastic dispute which left the throne of France having multiple claimants with the death of Charles IV of France, the last male of the mainline of the Capet dynasties, in 1328. The driving forces behind this conflict were geopolitical, historical, and dynastic disputes over the succession and the expansion of Capet’s dynastic power in France during the 12th and 13th centuries.

The End of the Capetian Kings of France

During Charles’ six years as the King of France from 1322 CE to 1328 CE, he launched his attempt to claim Gascony from King Edward III’s father, Edward II of England, who reigned from 1307 CE to 1327 CE. Philip VI of France, the successor to Charles IV and the first Valois King of France from 1328 CE to 1350 CE, attempted to seize Gascony from King Edward III of England the same way the French kings from 1295 tried to take Gascony away from the Plantagenet dynasty. Philip VI also blocked trade or attempted to block English wool merchants from selling their wool to be turned into cloth in Flanders; this was an economic reason for the Hundred Years' War (Sumption, 1999). Another reason that contributed to the conflict was the renewed alliance between King David I of Scotland and Philip Vi of France during the 1330s, when King Edward III attempted to bring Scotland into the English crown. This meant an inevitable clash between the kings of England and France over territory, economics, security, and the aims of both dynasties in England and France. Another factor that must be considered is the weight of history. Since Hugh Capet was elected King of the Franks in 987, this conflict became an inevitability because since Hugh became King, his descendants have all slowly expanded the role, dynastic prestige, and other avenues of symbolism, practicality to expand their power within and without the kingdom of France. This goes to show that the Hundred Years War was not created from a vacuum, merely a continuation of foreign policy and the conflict between territorial princes that began as early as the 1050s with Henry I of France fighting Duke William II of Normandy due to him being a threat to royal power in the north of France.

The Political and Geopolitics Between the Kingdoms of England & France

The kingdoms of England and France have historically been fighting each other since the Norman conquest. Until the battle of Waterloo in 1815 CE, this violence and conflict spanned the globe and Europe for centuries, although it did not come purely from the Hundred Years War. Still, there is a political and geopolitical dimension to this. There is a reason why nations, kingdoms, and even civilizations did not survive until the modern era; the answer can be summed up in simple geography. The kingdom of England, by the 13th century encompassed the principalities of Wales and parts of Scotland and Ireland, and by the start of the Hundred Years War in the mid-14th century, England had many good reasons to fight France. One of these reasons was that English territory too often did not enable trade - England was also full of swampland and hard to navigate terrain, with areas such as East Anglia and northern England being far from London. Equally, Wales is hilly and not useful for growing crops. So, why did this contribute to the Hundred Years War? The answer to that is that the kings of England no longer had useful territories that could be taken within the British Isles and that the ancestral Plantagenet lands in Europe were a good option for the continued growth of the kingdom.

As for the French, the rulers of the country had been in or wanted some type of conflict with England for centuries. The Valois dynasty that succeeded after the death of Charles IV of France in many ways continued the policy of Capetian Kings since 987 CE in securing and expanding the Royal domains. Indeed, Philip IV and his successors had attempted to remove Plantagenets from the mainland European continent.

All told, the reasons for the Hundred Years War were varied and complex - and they form part of a long history of conflict between England and France.

What do you think the key reasons for the Hundred Years War were? Let us know below.

Bibliography

Brown, E. A. R. (2012). Moral Imperatives and Conundrums of Conscience: Reflections on Philip the Fair of France. Speculum, 87(1), 1–36. https://www.jstor.o rg/stable/41409273?searchText=Philip%20iV%20of%20France&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DPhilip%2BiV%2Bof%2BFrance&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A53cb91140781cd8dbcae9f5db0030351

Bates, D. (2018). William the Conqueror (The English Monarchs Series) (Reprint). Yale University Press.

Gold, C. (2019). King of the North Wind: The Life of Henry II in Five Acts (Reprint). William Collins.

Hallam, E. M., & West, C. (2020). Capetian France, 987-1328. Routledge.

Higham, J. K. (2022). Summary of Powers and Thrones: A New History of the Middle Ages By Dan Jones. Independently published.

Jones, D. (2014). The Plantagenets: the warrior kings and queens who made England. Viking Penguin Books.

Jones, D. (2015). The Hollow Crown (Main). Faber & Faber.

King, A. (2016). Edward I (Penguin Monarchs). Penguin UK.

Morris, M. (2016). A great and terrible king: Edward I and the forging of Britain. Pegasus Books.

Morris, M. (2016). King John: Treachery, Tyranny and the Road to Magna Carta. RANDOM HOUSE.

Rothwell, H. (1927). Edward I’s Case against Philip the Fair over Gascony in 1298. The English Historical Review, 42(168), 572–582. https://www.jstor.org/stable/552416?searchText=French%20and%20English%20war%201294%20to%201298&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DFrench%2Band%2BEnglish%2Bwar%2B1294%2Bto%2B1298&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A39802e10c624f58a2f9bb666a21bdb4a

Strayer, J. R. (1956). Philip the Fair--A “Constitutional” King. The American Historical Review, 62(1), 18. https://doi.org/10.2307/1848510

Sumption, J. (1999). The Hundred Years War: Trial by Battle (The Middle Ages Series, Volume 1). University of Pennsylvania Press.

Wood, C. T. (1979). The English Crisis of 1297 in the Light of French Experience. Journal of British Studies, 18(2), 1–13. https://doi.org/10.1086/385734

van Gorp, D. (2011). Historical introduction: The War of Bouvines. Medieval Warfare, 1(1), 6–9. In- https://www.jstor.org/stable/48579318?searchText=Philip%20II%20of%20France&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DPhilip%2BII%2Bof%2BFrance%26efqs%3DeyJjdHkiOlsiYW05MWNtNWhiQT09Il19&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A3364281838a88ad84064941ed698cf13

Zeihan, P. (2020). Disunited Nations: The Scramble for Power in an Ungoverned World (Illustrated). Harper Business.

Zeihan, P. (2022). The End of the World Is Just the Beginning: Mapping the Collapse of Globalization. Harper Business.

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The Hundred Years War took place between France and England in the 14th and 15th centuries, but the causes of the war are many and complex. Here, Jonathan Riley looks at how France and England interacted during the 13th century, including the framework between France and England, and France’s alliance with Scotland.

If you missed it, you can read Jonathan’s first piece on the rise of Capetian power here, and the expansion of Plantagenet power here.

An apparent depiction of King Edward I of England.

The cause of The Hundred Years War were a series of territorial and legal disputes between the French crown and their vassals, the kings of England, regarding their continental holdings. The Treaty of Paris in 1259 established a framework of peace between both kingdoms. It lasted until the Anglo-French war of 1294 to 1298, with the peace ending due to Philip iV of France’s war in the Netherlands and alliance with Scotland. The peace was only temporarily restored with the second marriage of Edward I of England and Princess Margaret, the daughter of King Philip III of France.

Constitutional Legal Framework

The constitutional legal framework that sparked the conflict was King Edward I of England’s inability to pay homage to the King of France in the 1290s. His inability to come to Paris caused the war to begin. Historians debate why King Philip, known as Philip the fair or Philip the Iron King, restarted the conflict with the Plantagenet kings of England. Some believed Philip was given poor council and others described Philip as highly intelligent and like an “owl all-seeing” (Brown, 2012). Regardless of the reasons, the most plausible is that Philip was a long line of Capetian kings that have merely continued the dynasties policy of centralizing the kingdom within the feudal structures of their age by reducing the powers and independence of its leaders. By the late 13th century the dukedom of Normandy was incorporated into the Royal French lands permanently with the lands of Poitier, Champagne, Valois, greater Anjou and Artos going to cadet branches of the ruling French dynasties. In this context, we have a strong plausible reason why the conflict known as the Hundred Years War was destined to happen (Hallam & West, 2020). No feudal dynasty would willingly give up their ancestral lands. This meant the Plantagenets had no choice but to keep fighting to expand or retain what remained of their continental holdings, which the family did until their disposition in 1485 CE (Jones, 2015).

Origins of the Hundred Years War

Before the Hundred Years War there was an alliance between King John I of Scotland and King Philip iV of France. This alliance would last until 1560, and was known as the Auild alliance or old alliance. The reason why this alliance made the Hundred Years War inevitable was that King Edward I of England was establishing a legal framework for him to be the arbitrator of justice and law in the kingdom of Scotland. King Edward undermined the King of Scots royal authority, which led to a 30 years war between the kings of England and Scotland over control over the kingdom of Scotland. This began with Edwards’ first invasion in 1295 over the alliance between Scotland and France, which was deemed a direct threat to the English crown. With the continued backing of the French crown for the kings of Scotland, this meant that for the kings of England to subdue Scotland, they would have to make peace with France or fight a two-way war, one to the north against Scotland and one to the south protecting the Plantagenet domains in Gascony and the English Channel from French invasions.

Wars in the 1290s

King Edward I became King of England in 1272, and he was England’s fifth Plantagenet king since 1154. In practical terms, this meant that the dynasties transformed from one being a descendant of William to a legitimate and established kingdom with its own legal and royal traditions that were becoming increasingly independent, and an English identity was starting to emerge. It was this growing independence and the growing confidence of the English nation and the English kingship that enabled Edward I of England to have the support of his nobility when fighting. Wars in France, the Netherlands, Wales, Gascony, and Scotland with the support for the four-way conflict shows that the balance between the monarchies of England and France was changing (King, 2016). Previous Plantagenet kings could not rely on their nobility when it came to conflicts with the kings of France. With this dynamic changing, it meant that England’s seventh Plantagenet king, Edward III of England, who reigned from 1327 CE until 1377 CE, had the support and dynastic legitimacy to fight a war against the kings of France and the descendants of Charlemagne - something that previous Norman and Plantagenet kings of England did not have.

What do you think of the engagements between England and France in the 13th century? Let us know below.

Bibliography

Brown, E. A. R. (2012). Moral Imperatives and Conundrums of Conscience: Reflections on Philip the Fair of France. Speculum, 87(1), 1–36. https://www.jstor.o rg/stable/41409273?searchText=Philip%20iV%20of%20France&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DPhilip%2BiV%2Bof%2BFrance&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A53cb91140781cd8dbcae9f5db0030351

Bates, D. (2018). William the Conqueror (The English Monarchs Series) (Reprint). Yale University Press.

Gold, C. (2019). King of the North Wind: The Life of Henry II in Five Acts (Reprint). William Collins.

Hallam, E. M., & West, C. (2020). Capetian France, 987-1328. Routledge.

Higham, J. K. (2022). Summary of Powers and Thrones: A New History of the Middle Ages By Dan Jones. Independently published.

Jones, D. (2014). The Plantagenets: the warrior kings and queens who made England. Viking Penguin Books.

Jones, D. (2015). The Hollow Crown (Main). Faber & Faber.

King, A. (2016). Edward I (Penguin Monarchs). Penguin UK.

Morris, M. (2016). A great and terrible king: Edward I and the forging of Britain. Pegasus Books.

Morris, M. (2016). King John: Treachery, Tyranny and the Road to Magna Carta. RANDOM HOUSE.

Rothwell, H. (1927). Edward I’s Case against Philip the Fair over Gascony in 1298. The English Historical Review, 42(168), 572–582. https://www.jstor.org/stable/552416?searchText=French%20and%20English%20war%201294%20to%201298&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DFrench%2Band%2BEnglish%2Bwar%2B1294%2Bto%2B1298&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A39802e10c624f58a2f9bb666a21bdb4a

Strayer, J. R. (1956). Philip the Fair--A “Constitutional” King. The American Historical Review, 62(1), 18. https://doi.org/10.2307/1848510

Sumption, J. (1999). The Hundred Years War: Trial by Battle (The Middle Ages Series, Volume 1). University of Pennsylvania Press.

Wood, C. T. (1979). The English Crisis of 1297 in the Light of French Experience. Journal of British Studies, 18(2), 1–13. https://doi.org/10.1086/385734

van Gorp, D. (2011). Historical introduction: The War of Bouvines. Medieval Warfare, 1(1), 6–9. In- https://www.jstor.org/stable/48579318?searchText=Philip%20II%20of%20France&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DPhilip%2BII%2Bof%2BFrance%26efqs%3DeyJjdHkiOlsiYW05MWNtNWhiQT09Il19&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A3364281838a88ad84064941ed698cf13

Zeihan, P. (2020). Disunited Nations: The Scramble for Power in an Ungoverned World (Illustrated). Harper Business.

Zeihan, P. (2022). The End of the World Is Just the Beginning: Mapping the Collapse of Globalization. Harper Business.

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Redington continues his look at the independence of Spanish America by looking at the Mexican War of Independence. Here he looks at the evolution of the war and some successes for the revolutionaries.

If you missed them, Erick’s article on the four viceroyalties is here, Francisco de Miranda’s early life is here, his travels in Europe and the US is here, and his later years is here. Then, you can read about the Abdications of Bayonne here, and the start of the Mexican War of Independence here.

A painting of Ignacio Allende. By Ramon Perez, 1865.

Revolutionary Fire

When Hidalgo went to his parish church and assembled the people, he summoned all of his natural charisma and speaking abilities. He knew he had one chance to rally the common people to the cause of rebellion.

The speech that Hidalgo gave, known to history as the Cry of Dolores, was not written down and has varied in its retelling over the years. What is known is that Hidalgo’s theme was to revolt against oppression and tyranny. For him, the symbols of that tyranny were the Spanish peninsulares, or as they were called resentfully, the gachupines. For Hidalgo and the others in the conspiracy, it was the peninsulares who kept them from the highest orders in society. So, Hidalgo laid it on to the people. If only they could get rid of the gachupines, tyranny would be abolished. To add further insult to injury, he told the crowd that the hated gachupines were going to surrender the colony to the Bonaparte usurper carried on the coattails of the invading French army. These atheistic Frenchmen would further oppress them if they did nothing.

This was to be a rebellion, not to destroy the established authorities, which went directly against Biblical teaching, and would be odd coming from a priest, it would be a holy crusade for both religion and their true king, Ferdinand VII, still living a prisoner of the French. The cry went up from Hidalgo, “Long live the King! Long live America! Death to bad government!” Ominously, the response he got back from the crowd was “Death to the gachupines!”

There is no known telling of this story that says Hidalgo attempted to tamp down on this spirit of bloodlust from the crowd. Indeed, he fostered it. This first stage of the Mexican War of Independence lost the character of the clean military coup with little bloodshed that men like Allende hoped for. This was to be a social revolution intending the destruction of the social class at the top of the social pyramid. Hidalgo, like many revolutionary leaders, understood that to will a result implies an absolute acceptance of the means to achieve that result. If the end of Spanish tyranny meant the deaths of everyone who exercised such tyranny, then so be it.

The Revolutionaries Move

Revolutionary movements have a history of either growing or dying. Hidalgo understood that with the passions of his followers at a fever pitch, they had to move out of the colonial backwater they were located in and gain new followers. Further, the passions of the people could glow white hot, but without proper channeling, those passions could dissipate just as fast as they grew. The insurgent army had to strike.

To secure his local region, Hidalgo first ordered the emptying of the local jails. This was to make room for the hated gachupines whose haciendas he authorized to be plundered and burned. The people took to this work with gusto. Homes were burned and their Spanish owners were beaten, imprisoned, and killed. The people who had lived on these haciendas and worked them would, in the frenzy, join the insurgents. Hidalgo’s army grew with every hacienda burned.

“Take, my children! Everything is yours!” This was the battle cry from Hidalgo to his followers at this stage (yes, he really did say this). One thing that was taken by Hidalgo himself was a representation of the Virgin of Guadalupe. Located at a shrine in Atotonilco, this representation became the symbol of the budding revolution.

At San Miguel, the birthplace of Allende, the insurgents sacked the properties of the gachupines. For the primarily indio and mestizo insurgents, they could not tell the difference between a creole and a gachupine. This led to many creoles being attacked and beaten, and their property seized. For Hidalgo, this was just the justifiable rage of the people. For the original conspirators, such as Allende, this was terrifying. All the bloody scenes of revolutionary Paris were coming to New Spain. This was not a targeted activity to change the government, this was a mob indiscriminately committing crimes.

For Allende, this was doubly frustrating. He was supposed to be the military leader of the revolution. Yet, Hidalgo would not allow him to exercise any command. Hidalgo had even proclaimed himself the “Captain-General of America,” assuming a military rank higher than the professional conspirators. Their leader was now bestowing grandiloquent titles on himself while leading a mob on an excursion of pillage and murder.

First Resistance

As the insurgent army approached Guanajuato, the leader of the Spanish forces there, José Antonio Raiño, decided to make a stand against the rebel army. He ordered the fortification of a granary, and much of the wealth of the city was stored there for defense, including almost three million pesos in cash and gold. On September 28, 1810, the battle began.

The insurgents up to this point had relied upon numbers and fury to carry them forward. This was the first time they had encountered an organized military force armed with cannons. When Hidalgo ordered an attack upon the granary, he found that his men were joined by many locals, especially miners, who were eager to destroy the gachupines and get some of that gold.

Wave after wave of insurgents flung themselves at the granary. Hidalgo, who had read books on military tactics as part of his Enlightenment studies, did not have military experience, despite his title. Allende, the man with experience was not able to exert command authority. So, bodies piled up in front of the granary. Yet the fervor of the insurgents did not flag in this trial. Raiño was shot in the head leading the defense. In the confusion that the lack of leadership caused, the insurgents were able to set fire to the building. The defenders tried to surrender. With the insurgents’ blood up, surrender was not an option. The defenders were killed to a man.

The Turning Point

The fall of the granary was not the end of the insurgents’ first battle. The capture of Guanajuato had just begun. Angered by the deaths of their friends and family, the insurgents proceeded to put the city to the torch. Three hundred years of hate, oppression, slavery, and ignorance were brought out on this one night. Guanajuato was burned and pillaged. Any Spaniard that could be found was killed out of hand. Worse happened to the Spanish women of the city. Since this movement had a working-class tinge to it, the machinery used to work the mines was also destroyed in the hatred of their labor.

It was at Guanajuato that the Hidalgo insurgency showed its most important characteristic. It was not really about the future. The idea did not exist in the minds of the movement that it was working to create a free and prosperous Mexico, unshackled by tyranny and foreign, racial domination. No, this was about the past. The actions of everyone in New Spain since November 8, 1519, the day Cortés met Montezuma II, had led to this moment. This revolution was about the hacienda system, the racial caste system, the destruction of indio independence, and a thousand other incidences in the almost three hundred years since. Hidalgo’s enlightenment ideals on the superiority of human reason over emotional barbarism and superstition were held in the balance and found wanting. For Hidalgo, this was only a minor obstacle. Consistency is for fools; he was the leader of a movement. Ever onward.

Guanajuato also taught one other lesson, the price of failure. For the leadership in Mexico City, they saw a preview on a smaller scale of what would happen in case the insurgents took the capital. Negotiating and compromising with the insurgents was no longer an option. For both sides, it was only victory or death.

The Revolution Moves Forward

Hidalgo’s next target was the city of Valladolid. This city of about 50,000 people was one he was intimately familiar with. As a young man, Hidalgo had been a teacher here. The Bishop, Manuel Abad y Queipo, had been a friend of Hidalgo’s. Abad, however, believed that Hidalgo’s ideas were heretical, and did not support the atrocities carried out in Hidalgo’s name. On his own authority, Abad excommunicated Hidalgo. Despite this, the garrison of the city went over to the insurgents, as the people of the city did not want to see the scenes of Guanajuato repeated. Abad abandoned the city, and it was peacefully occupied.

From the regional capital of Valladolid, Hidalgo began sending out agents throughout New Spain to attract new followers. Hearing of the collapse of authority among the gachupines, many, especially in the north of New Spain, began declaring for Hidalgo. Many leaders in San Luis Potosí, Saltillo, and many others were all in on destroying the hated Spanish. It had seemed that despite the scenes in Guanajuato, Hidalgo would sweep all before him, mostly without a fight.

The defection of the north to the insurgents presented a problem for the Spanish. Where to focus efforts? In the north, the revolution was sweeping everything before it, but there was no organized army, and could seemingly be reconquered easily. In the south, Hidalgo had what passed for an army, but its numbers were enormous. With limited resources at his disposal, the viceroy could not directly confront both threats. In the end, he chose to send an army north under an able, if extremely ruthless, general, Félix María Calleja.

Attempting to Bring Order to Chaos

Relieved of any pressure from the viceroy, Hidalgo tried to put some organizational and ideological backing into his revolution. He attempted to assuage the creoles by emphasizing that his only goal was to create a new congress, and that would be under the authority of Ferdinand VII. He did not support independence or a republic, he assured the creole leaders. To marry patriotism and self-interest, Hidalgo passed out military ranks and offices in his new government to men of influence., hoping to win them over.

At the same time, Hidalgo attempted to shore up his support with the lower classes. He abolished the privileges of the haciendas and ended all tribute that the indios owed to the haciendados. Slavery was to be abolished.Despite the promises made, and regardless of the merit of any of Hidalgo’s decrees, many of the potential intellectual, political, and military leaders of the revolution saw Hidalgo’s support for, what was in their minds, economic and social radicalism as an existential threat to their position in the economic and political order, let alone their hoped-for societal dominance. Hidalgo even allowed himself to be addressed by his indio followers as “His Most Serene Highness.” Social revolution by a racial underclass exacting bloody revenge had precedent in their minds: Haiti. The specter of a Haitian-style race war hovered over Hidalgo’s insurgency. Many creoles with Hidalgo’s main force now began to slowly filter out of the insurgent army.

Despite offering ranks and titles to some, while at Valladolid, Hidalgo was unable to bring any semblance of order to what was in essence, a mob. Placing the indios and mestizos under military discipline would defeat the purpose of the revolution in his eyes. It went against the core ideals of what he, and they, were fighting for. This lack of discipline would be one of the primary undoings of the insurgent army.

Attempt on the Capital

Understanding he had to keep moving, Hidalgo ordered his army to advance on Mexico City at the end of October. The insurgents numbered almost 80,000 by this point, dwarfing the numbers that the Spanish could deploy. The lesson of Guanajuato was ever-present. For the viceregal government and army, despite being heavily outnumbered, there could be no surrender. The Spanish had to fight.

The viceroy ordered a small force under General Torcuato Trujillo to engage the rebels. Trujillo, having the advantage in firepower, decided to find the most defensible ground possible and fight on his own ground. He chose the Sierra de las Cruces located between Toluca and Mexico City. Riddled with forests and steep ridges, this was the perfect defensive position.

On October 30, the battle began. The insurgent strategy was simple. With a colossal advantage in numbers, the most simplistic path to victory was to surround the Spanish force by enveloping it. For the Spanish, the imperative was survival on their part and killing as many insurgents as possible until one side had to retreat.

All day the battle raged. The insurgents sent waves of men into the teeth of Trujillo’s cannon. Thousands of insurgents would fall this day attempting to storm the Spanish lines. With only a few thousand men, time was not on Trujillo’s side. Although his men rebuffed attack after attack, in the end, they ran out of time. With the size advantage Hidalgo’s army enjoyed, it was almost inevitable he would find a weak spot in Trujillo’s defenses, and the Spanish were nearly surrounded.

Trujillo ordered the withdrawal of his forces. While the Spanish had lost less than 2,000 men, the insurgents had lost, by some estimates, 5,000. Although he would claim victory to the viceroy, Trujillo and everyone else knew that the battle was lost, despite the disproportionate casualties. The path to Mexico City now appeared clear.

Victory in the Palm of His Hand

Mexico City, the most populated city in the Western Hemisphere and the second city of all the Spanish realms, was now open to attack. The people in the city panicked. The viceroy ordered a service held at the cathedral, naming the Virgin of Remedios as the new Captain-General of New Spain. The army sent north was hastily recalled, but everyone knew it could not make it back in time. Many prominent peninsulares prepared to hastily evacuate the city. Everyone was prepared for an orgy of violence, pillage, and bloodshed.

In the insurgent army, Allende urged Hidalgo to immediately march on the capital. This was their chance. It was, unfortunately for the insurgents, the first time Hidalgo had been seen to vacillate. What was he waiting for? The hated gachupines were at his mercy. After waiting three days, Hidalgo made his decision. He ordered the insurgents to march back to Toluca.

Hidalgo told Allende that he planned to move back and finally allow him and the other creole officers to turn the disorganized mob into a disciplined army, one that could engage Calleja once he returned from the north. The officers were incredulous. Now, right on the cusp of victory, with the best chance they would have for total victory, now was when they would sit and attempt to create a real army. The professional soldiers could see the writing on the wall. This was all going to end in catastrophic failure.

Unlike the earlier ad hoc attempt, Hidalgo also tried to create a true government and outline his purpose. From Guanajuato, he would issue proclamation after proclamation, but it was too late. Desertions, from the highest creole officers to the lowest indio pikeman, were endemic. Momentum was lost. The local population was turning against the insurgents.

Insurgent Denouement

Calleja had by now arrived from the north. The viceregal government had declared that anyone found armed would be declared a rebel and executed. This only brought further reprisals from the insurgents. Spanish prisoners were taken out and executed in retaliation for Spanish atrocities. Soon hangings and throat-slittings, the favored execution methods of the Spanish, and garrotings, the favored method of the insurgents, were common, daily occurrences. Reprisal begat reprisal and hate begat hate. Men commonly changed sides and executed their former comrades. Betrayals became as common as executions.

Hidalgo and his insurgents now only had thoughts of escape. The insurgent army began moving north to escape, possibly to the United States. Throughout the march, insurgents deserted, and the size of the once enormous army shrank daily. Finally, at Baján, a former supporter of Hidalgo, Ignacio Elizondo betrayed the rebels into Spanish hands. Elizondo had wanted to be appointed a Lieutenant-General in the insurgent army and had been rebuffed. His resentment over rank led him to surrender the rebel leaders into Spanish custody. On March 21, 1811, Hidalgo and the other leaders of the insurgency were captured.

Hidalgo was turned over to an ecclesiastical court. Because he was a priest, the civil authorities could not judge him. He refused to ask for a pardon. He wrote a statement, abjuring support for his own revolution. Later, it would be said that he wrote this due to being coerced and under torture, but the truth is unknown. Since he had been defrocked and excommunicated by the church, part of his sentence included the flaying of his hands. After this, he was executed, probably by firing squad. This was carried out by the civil authorities. Some of his last words were alleged to be “Though I may die, I shall be remembered forever. You all will soon be forgotten.” After his execution, his head was removed from his body and placed on display with those of the other insurgent leaders. The first phase of the Mexican War of Independence was over.

What do you think of the start of various changes in the Mexican War of Independence? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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During World War II, psychological warfare was an incredibly important, yet under-appreciated aspect of strategic combat that played an essential role in the Allied Powers’ victory. Whether it was used to misinform enemies with propaganda, or incite fear with inflatable vehicles and dummies, psychological warfare was used by both the Allied Powers and the Axis Alliance during World War II. In the modern day, psychological warfare is still used to intimidate; however overtime, methods and applications have evolved.

Christopher Cho explains.

An inflatable dummy tank based on the M4 Sherman tank.

One of the smartest tactics used by the allied forces were inflatable tanks and paradummies. Developed by a special task force known as, “The Ghost Army,” made up of the most intelligent soldiers and best artists, the Allied Powers utilized a variety of mediums to trick the Nazis, including, “inflatable tanks and vehicles, fake radio traffic, sound effects, even phony generals.” (Ghost Army) Because they were inflatable, these tanks were light enough to be carried by four men across a battlefield and gave the illusion of a much larger military presence. Paradummies, also known as Operation Titanic, were dolls used in place of real paratroopers in order to distract enemies and would often combust upon landing.

Planned by Ralph Ingersoll and Billy Harris and led by Colonel Harry L. Leeder, the Ghost Army and their devices gave the Allied Powers huge advantages during the war and would play a pivotal role in sowing key information for the D-Day invasion. To deceive Germany about the whereabouts of the invasion that would ultimately happen at Normandy, the Ghost Army placed inflatable tanks and military jeeps, where the battles were supposed to take place. Paradummies were dropped along with rifle simulators and SAS (Special Air Service) men to further deceive German soldiers.

The Allied forces had a lot of smart ways of using psychological warfare against their enemy. However, the Nazis and the Axis Powers also had their own forms of psychological warfare. The Axis Alliance were also quite successful when it came to their strategy in psychological warfare, but unlike the allies, they used propaganda as psychological warfare to further their ideological objectives, instead of trying to trick the enemy with fake soldiers and vehicles in order to win military battles. While the Allies tried weakening the Axis, the Axis convinced their soldiers to believe that the systematic extermination of many groups would restore order, using propaganda. Using the radio and other media outlets, Hitler had made the German population believe the Allies (mostly Great Britain and the United States of America) were under the control of Jewish people, creating nationwide antisemitism and justifying the murder of millions solely based on their identity.

Modern day

Though many psychological warfare strategies used during World War II were very successful, most of these strategies have become obsolete in modern day because of advancements in technology. For example, if a country tried to use inflatable tanks or paradummies, modern surveillance technology would easily detect a ruse. Modern day examples can be seen in the Russo-Ukraine war, during Russian protests. Whereas the radio allowed Nazi Germany to disseminate its propaganda in ways never imagined, social media allows the dissemination of propaganda and brings psychological warfare individualized directly to particular tastes. Social media propaganda could be used to make people believe whatever its creator wanted them to believe. Competing interests have simultaneously made citizens of Russia go against Putin and his need for war, but also have been used to further Russian objectives. Many citizens of Russia have started protests, which “... have emerged as the core of Russia’s antiwar movement. This effort includes hundreds of online communities and projects that have sprung up overnight to resist specific war-related government initiatives,” (Olimpieva) Consequently, there are reports of many Russian soldiers who didn't want to fight but were drafted and forced to. This is only one of many examples of psychological warfare being used in modern day, as Russian propaganda has had to work overtime to explain unexpected military losses and to stifle dissent at home.

D-Day was necessary for victory in World War II and the psychological tricks used were essential to the success of the mission. In contrast, the Nazis used their psychological warfare to further their ideological objectives and were also successful in doing this. As Russia continues to employ its psychological warfare to bolster propaganda for their war, the cost of that choice just might be paid in retreat, casualties and more propaganda to explain the failures of the Ukraine invasion to an increasingly sceptical Russian public.

What do you think of wartime counter-intelligence and psychological warfare? Let us know below.

Works Cited

https://www.history.com/news/ghost-army-world-war-ii

https://www.forces-war-records.co.uk/blog/2013/10/04/old-wwii-d-day-paradummy-found-residing-in-garden-shed#:~:text=Paradummies%20were%20used%20as%20a,movie%20'The%20Longest%20Day'

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The Hundred Years War took place between France and England in the 14th and 15th centuries, but the causes of the war are many and complex. Here, Jonathan Riley looks at the Norman conquest of England and the expansion of Plantagenet power in the 11th and 12th Centuries as factors for the later outbreak of war.

If you missed it, you can read Jonathan’s first piece on the rise of Capetian power here.

William the Conqueror, or William II of Normandy, as shown in the Bayeux Tapestry.

William II of Normandy, was nominated heir to the throne of England in 1066 CE. This created unfortunate political conflicts between the thrones of England and France because, under feudal politics, God’s anointed cannot bow to other kings or emperors (Bates, 2018). This meant that in practical terms, the relationship between the Dukes of Normandy, who were also kings of England from 1066 to 1204, was that there was an un-codified feudal, political and social relationship between the Dukes of Normandy and the Kings of the Franks.

Feudal Relationships

There is such contention in the feudal relationship between the kings of England after the Norman conquest and the Kings of the Franks because of the vast territories the kings of England held within the kingdom of modern day France by 1154. The Norman dynasty’s crown, after the extinction of the male line of William the Conqueror in 1135 with the death of King Henry I of England, passed to Stephen of Balos, who became King Stephen I of England. He fought for control of the crown from Empress Matilda who was the only legitimate surviving child of Henry I of England, thus leading to over 20 years of anarchy from 1135 to 1154. When the Plantagenets managed to finally secure the crown with a peace deal with King Stephen, the Plantagenets were not only the Counts of greater Anjou but also the Dukes of Normandy and Dukes of Aquitaine. This massive territorial expansion placed the Plantagenet dynasties and Capetian Kings of France on a collision course of conflict and war (Jones, 2014).

To reiterate, the kings of the Franks did not truly have centralized government to control their lords. This meant a constant power struggle between the territorial princes over power and prestige with the crown, at least symbolically the head of the kingdom. With the rapid expansion of Norman power with the conquest of England, England and Normandy during the 11th and 12th centuries were probably the most centralized kingdoms in Europe in terms of resources. This meant that the kings of England, also as Dukes of Normandy, could outcompete the kings of France, Dukes of Brittany, Counts of Anjou, and other lords within the kingdom of the Franks. The massive gains of King Henry II of England with his marriage to the heiress of the Aquitaine, Eleanor of Aquitaine, further catapulted the kings of England as the most powerful rulers in Western Europe for a time. However, even with these gains, the accurate picture is not that simple. King Henry II of England did not rule his continental domains as a fiefdom of the kingdom of England; this can be hard to grasp with the modern concepts of nationhood and country. It is essential to highlight that from 1066 CE until 1399 CE, the language of the English nobility was not English, but French. The coronation oath was not spoken predominantly in English until the rule of King Henry IV of England (1399 CE to 1413 CE). In practical terms, until the beginning of the Hundred Years War and the long divorce between the English and French nobility, England and its aristocracy would be predominantly French and involved in affairs on the continent. Henry II of England styled himself as the King of the English, Lord of the Normans, Lord of the Angevin, and the Lord of Aquitania (Gold, 2019). What this meant in practical terms was that the Plantagenets were not ruling monarchs in their continental lands; they were still subservient to the throne of the Franks, for these holdings created a constitutional, legal and diplomatic problem regarding the legal relationship between the kings of England and the kings of France which contributed to the causes of the Hundred Years War (Strayer, 1956).

Anglo-Norman Realm and Hundred Years War

The establishment of the Anglo-Norman realm between 1066 CE and 1204 CE placed the dynasties of England and France on a collision course towards war and conflict, and it is more accurate to say that there have been three different Hundred Years’ War between the kingdoms. The first was from 1052 CE to 1214 CE, the second was from 1294 CE to 1453 CE, and the final conflict was from 1689 CE to 1814 CE. Though these dates are all more than 100 years, and historians have debated the start of these conflicts, the main point is that over nearly 800 years, England and France have been trying to conquer one another (Zeihan, 2020).

The cause of the Hundred Years War was the feudal relationship between the English kings as Dukes of Normandy, Dukes of Aquitaine and other territories on the continent as vassals to the King of France. This position was untenable and was one of the driving factors in conflicts between the dynasties (Sumption, 1999). Even after Philip II, Augustus of France (1180 CE to 1223 CE) won back the bulk of the Plantagenet and Norman territories from King John of England in the early 13th century. Then, after the Battle of Bouvines in 1214, which was a pivotal battle in French history which is the cultural equivalent of the Battle of Hastings in 1066 or the Battle of Bosworth Field which ended the Plantagenets rule in England in 1485. The battle of Bouvines was significant in the emergence of French national identity, with proto-nationalism in France and England starting to emerge in the 13th and 14th centuries (van Gorp, 2011). Philip II and his son Louis VIII of France, who between them ruled from 1180 CE to 1226 CE, established Capetian authority in northern, central and southern France, reaching its apex under Philip IV of France in the late 13th and early 14th centuries. This is relevant to the causes of the Hundred Years War. Until their destruction in 1485, the Plantagenet dynasty would continue to try to reclaim its lost territories. However, this answer is not entirely clear cut because King Henry III of England, who reigned from 1216 CE to 1272 CE, made a peace treaty with St Louis or Louis IX of France, who reigned from 1226 CE to 1270 CE. This peace treaty was the Treaty of Paris signed in 1259 CE (Rothwell, 1927). The treaty would be important because it maintained peace between the kingdoms from 1259 CE to 1294 CE. After all, no framework split the duties of the kings of England and their duties as the Dukes of Aquitaine/Gascony. It was this legal framework that, by a technicality, gave Philip IV of France’s claims to dominion or at least legal dominion over the kings of England. This legal framework was a massive contributor towards the beginning of the Hundred Years War (Morris, 2016).

What do you think of the rise of the expansion of Plantagenet power Let us know below.

Bibliography

Brown, E. A. R. (2012). Moral Imperatives and Conundrums of Conscience: Reflections on Philip the Fair of France. Speculum, 87(1), 1–36. https://www.jstor.o rg/stable/41409273?searchText=Philip%20iV%20of%20France&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DPhilip%2BiV%2Bof%2BFrance&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A53cb91140781cd8dbcae9f5db0030351

Bates, D. (2018). William the Conqueror (The English Monarchs Series) (Reprint). Yale University Press.

Gold, C. (2019). King of the North Wind: The Life of Henry II in Five Acts (Reprint). William Collins.

Hallam, E. M., & West, C. (2020). Capetian France, 987-1328. Routledge.

Higham, J. K. (2022). Summary of Powers and Thrones: A New History of the Middle Ages By Dan Jones. Independently published.

Jones, D. (2014). The Plantagenets: the warrior kings and queens who made England. Viking Penguin Books.

Jones, D. (2015). The Hollow Crown (Main). Faber & Faber.

King, A. (2016). Edward I (Penguin Monarchs). Penguin UK.

Morris, M. (2016). A great and terrible king: Edward I and the forging of Britain. Pegasus Books.

Morris, M. (2016). King John: Treachery, Tyranny and the Road to Magna Carta. RANDOM HOUSE.

Rothwell, H. (1927). Edward I’s Case against Philip the Fair over Gascony in 1298. The English Historical Review, 42(168), 572–582. https://www.jstor.org/stable/552416?searchText=French%20and%20English%20war%201294%20to%201298&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DFrench%2Band%2BEnglish%2Bwar%2B1294%2Bto%2B1298&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A39802e10c624f58a2f9bb666a21bdb4a

Strayer, J. R. (1956). Philip the Fair--A “Constitutional” King. The American Historical Review, 62(1), 18. https://doi.org/10.2307/1848510

Sumption, J. (1999). The Hundred Years War: Trial by Battle (The Middle Ages Series, Volume 1). University of Pennsylvania Press.

Wood, C. T. (1979). The English Crisis of 1297 in the Light of French Experience. Journal of British Studies, 18(2), 1–13. https://doi.org/10.1086/385734

van Gorp, D. (2011). Historical introduction: The War of Bouvines. Medieval Warfare, 1(1), 6–9. In- https://www.jstor.org/stable/48579318?searchText=Philip%20II%20of%20France&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DPhilip%2BII%2Bof%2BFrance%26efqs%3DeyJjdHkiOlsiYW05MWNtNWhiQT09Il19&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A3364281838a88ad84064941ed698cf13

Zeihan, P. (2020). Disunited Nations: The Scramble for Power in an Ungoverned World (Illustrated). Harper Business.

Zeihan, P. (2022). The End of the World Is Just the Beginning: Mapping the Collapse of Globalization. Harper Business.

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From being a minority to building one of the biggest empires in the world, the Qings have left behind an impressive mark on not only the history of China but of the world. Although not all of it is glorious, the tale of how the Manchus came to be the Qings, the consolidation of power, and their humiliating final years after the Sino-Japanese War of 1894 - surely is a spectacle.

If you missed it, you can read Disha’s article on the First Sino-Japanese War here.

A portrayal of the last Qing Emperor, Puyi. He became emperor at 2 years’ old.

China under Qing Rule

The Manchus were skilled warriors and had already been a formidable force during the Ming dynasty. After uprooting the rule of the Mings, they laid the foundation of an empire that boasted of being the fourth largest in the world at the time. The clan was born in 1636 but it was in the year 1644 that they came to be the ruling dynasty of China.

The seventeenth century was the golden age of Qing imperial rule. Under the Kangxi, Yongzheng, and Qianlong emperors, China prospered and the period is referred to as the High Qing or shengshi. The empire expanded to an unparalleled size. The rule of the Qianlong Emperor was praised in Europe (1). Art and literature proliferated with special attention towards poetry. The Peking Opera also developed during this era.

After the Qianlong Emperor, the dynasty began its descent into infamy.

The population had increased dramatically towards the end of the eighteenth century. This led to the drainage of revenues (2). Migrations occurred in huge numbers as the landless population shifted towards less crowded areas. These added to the government's predicament in effectively administering the people (3).

Groups like Hans, Manchus, Tibetans, Mongols, and Uyghurs formed a multi-ethnic population. But they did not exist in harmony. At times, the non-Hans suffered intolerance from both the people and the administration leading to conflicts (4). This diverted the focus on repressing the conflicts rather than working towards integrating their cultural differences. The rulers, who were Manchus, were still viewed as "outsiders". Throughout their reign, the Qings faced numerous rebellions and uprisings that sought to overthrow them.

The administration during the later Qing era was riddled with corruption. The government did little to encourage trade and modernization. Whatever efforts were done in that field were done by private investors who did not have much power (5). The ritual practices of the period also acted as an impediment to the process of modernization. The ceremonies were ostentatious and the state was reluctant to stop them for changes made in matters of tradition could prove to be disastrous (6).

The bureaucratic system granted excessive power to non-Han officials. Higher-up positions were reserved for Manchus so that they could keep their Han subordinates in check.

Moreover, there had been no attempts to centralize the military out of the fear of giving too much power in the hands of the Han officials (7) and repeating history. The Manchus had seized power from the then-reigning Mings (if the short-lived Shun dynasty is to be excluded). The Ming dynasty was the last dynasty of China to be ruled by Hans. This paranoia could have been a factor in the difficulties in effective management.

Some of the societal facets which existed before the coming of the Qings continued during their reign, somewhat emboldened even. For example, the tradition of the civil service examination that had commenced back in the sixth century by the hands of the Sui dynasty was used to fill positions in the administration. Voltaire applauded this system stating no government could be better than the one in China (8). While it served the noble purpose of hiring qualified people in the government, it also widened the gap between the elite and the commoners. The society was marked with strict demarcations dividing the "respectable" and the lower classes. Those considered inferior were not allowed to give the civil service exam. Many endeavors were made to assimilate the different sections of society but one thing still withstood these changes. The disparity between the high society and the common man prevailed.

At the advent of the 1860s, the world had begun witnessing important events like the American Civil War, the unification of Germany and Italy, etc. This period overlapped with China's failed attempt at restoring the dynasty's declining domination, known as the Tongzhi Restoration, engineered by the Empress Dowager Cixi (9).

The Unequal Treaties

Treaties have been a crucial part of international law. Whether they are signed to end wars or form an alliance, the important fact that's solidified with a treaty is that the states have entered into an agreement. Throughout the nineteenth and twentieth centuries, several western powers made Asian and African states sign treaties that were unjust as they were advantageous for only one of the parties involved. It, however, has been argued that only the first three treaties were "unequal" and the later ones were more considerate toward China (10).

The Treaty of Nanjing, the first of the unequal treaties, gave extraterritorial rights to Britain by granting them Hong Kong. The Qing officials were ignorant of the meaning of these treaties. Apparently, they had no problem with the unfair clauses of the treaty and giving up their territories to a foreign country but were outraged that the name of their emperor was listed along with the monarch of the ‘barbarians' (11).

A major blow to the dynasty came with the Taiping Rebellion in 1850. Already undermined by their defeat in the First Opium War, the state of the Qing empire kept on deteriorating. During this period of political unrest, several rebellions ensued that weakened the integrity of the Qing rule even further. The emperor had to ask for help from regional leaders. These leaders had their own armies (12) and depended on the emperor for nothing, which questioned the superiority of the monarch.

For many years, imperial China had remained isolated. The people were not knowledgeable about the ways of other states, say of the West, that were busy colonizing. Russian officials saw an advantage in the tumultuous state China was in and used this vulnerability to acquire no small area of land along the Russo-Chinese border. The land they amassed was more than the size of Japan (13). Given all these circumstances, it was clear that the age of the High Qing was nearing its end.

After the First Sino-Japanese War

Anti-Manchu sentiments had started brewing since the end of the First Opium War but the defeat in the war of 1894 fanned it to an alarming extent (14). The dynasty had lost its glory earned during the High Qing era. The loss incurred by the empire by the Treaty of Shimonoseki was immense. Having to let go of the Liaodong peninsula in southern Manchuria, the homeland of the Qings, added insult to injury (15).

The political crises occurring in China distressed a scholar named Kang Youwei. Having lived in Hong Kong in his youth, he was impressed by the Westernization there. Taking the example of the modernization in Japan and Hong Kong he, along with Liang Qichao and some similar-minded people, advised the emperor to carry out similar reforms. In 1898, they started the Hundred Days' Reform but their suggestions were not to the liking of Empress Dowager Cixi. She declared herself regent and put the emperor under house arrest (16), thus putting a stop to the development of the movement.

A famine struck China in 1908 that took the lives of about 25 million people and was recorded as one of the worst in human history. This increased the people's dissatisfaction with the imperial rule. What followed was a series of revolts that would be called the Xinhai Revolution of 1911. Eventually, the Qing dynasty saw its last emperor abdicate in 1912 - putting an end to a reign that extended for about three centuries. While the war with Japan might have spurred the process of decline of the Qings but the fall of the dynasty was the culmination of years of resentment towards their rule.

What do you think of the impact of the War of 1894? Let us know below.

Now read Disha’s article on the Hitler Youth here.

Bibliography

Detter, Ingrid. “The Problem of Unequal Treaties.” The International and Comparative Law Quarterly 15, no. 4 (1966): 1069–89. http://www.jstor.org/stable/757143.

Fairbank, John K. “Introduction: the Old Order.” Chapter. In The Cambridge History of China, edited by John K. Fairbank, 10:1–34. The Cambridge History of China. Cambridge: Cambridge University Press, 1978.

Hsu, Immanuel C. Y. “Late Ch'ing Foreign Relations, 1866–1905.” Chapter. In The Cambridge History of China, edited by John K. Fairbank and Kwang-Ching Liu, 11:70–141. The Cambridge History of China. Cambridge: Cambridge University Press, 1980.

Paine, S.C.M. The Sino-Japanese War of 1894-1895: Perceptions, Power, and Primacy. Cambridge; New York: Cambridge University Press, 2003.

Rowe, William T. China's Last Empire: The Great Qing. Cambridge, MA; London: The Belknap Press of Harvard University Press, 2009.

Smith, Richard J. The Qing Dynasty and Traditional Chinese Culture. Lanham, MD: Rowman and Littlefield, 2015.

Wang, Dong. “The Discourse of Unequal Treaties in Modern China.” Pacific Affairs 76, no. 3 (2003): 399–425. http://www.jstor.org/stable/40023820.

References

1 S.C.M. Paine, The Sino-Japanese War of 1894-1895: Perceptions, Power, and Primacy, 'The Decline of the Old Order in China and Korea', 23-24

2 Ibid.

3 John Fairbank, “Introduction: the Old Order.”, The Cambridge History of China Vol. 10, 16

4 Richard J. Smith, The Qing Dynasty and Traditional Chinese Culture, 'The Qing Political Order', 89

5 Ibid., 'The Late Qing and Beyond, 1860-2014', 390

6 Ibid., 391

7 Paine, The Sino-Japanese War of 1894-1895: Perceptions, Power, and Primacy, 'The Decline of the Old Order in China and Korea', 32

8 Ibid., 'The Reversal in the Far Eastern Balance of Power', 13-14

9 Immanuel C. Y. Hsu, “Late Ch'ing Foreign Relations, 1866–1905”, The Cambridge History of China Vol. 11, 85

10 Ingrid Detter, “The Problem of Unequal Treaties”, http://www.jstor.org/stable/757143

11 Dong Wang, “The Discourse of Unequal Treaties in Modern China”, http://www.jstor.org/stable/40023820

12 Paine, The Sino-Japanese War of 1894-1895: Perceptions, Power, and Primacy, 'The Decline of the Old Order in China and Korea', 26

13 Ibid., 32

14 William T. Rowe, China's Last Empire: The Great Qing, 'Chinese Responses to Imperialism, 1895-1900', 236

15 Ibid., 'Imperialism in Fin de Siècle China', 234

16 Ibid., 'Chinese Responses to Imperialism, 1895-1900', 242

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The early Capet kings of France were kings without a kingdom; they inherited the Crown from the failing Karling/Carolingian dynasties who ruled as kings from 751 CE to 987 CE, with Hugh Capet being elected the king of the Franks in 987 CE. The first Caption King was the Duke of France, Count of Paris. He only ruled the lands around Paris surrounded by the mighty Dukes of Normandy and Counts of Flanders to the north and the Crown lands being boxed in by the county of Balos and champagne with the Count of Flanders to the East. The Capet dynasties were kings without a kingdom (Hallam & West, 2020). It would not be until the late rule of Philip I of France (1059 CE to 1108 CE), Louis VI of France [1108 CE to 1137 CE) and Louis VII of France (1137 CE to 1180 CE) that the Captions got control of their lands around Paris and started being more active under the lands under the dominion. However, the dynasty did lose Catalonia, which was initially part of the Frankish kingdom.

Here, Jonathan Riley starts his look at Capetian power.

Hugh Capet, King of the Franks from 987 to 996. As shown in the *Chronica regia Coloniensis*.

Capetian Power

This is relevant to understanding why the rise of Capetian power in France led to the beginnings of the Hundred Years War because conflict did not come from a vacuum. The early Capetian king’s royal authority was incredibly weak, the same with most realms in Europe since the collapse of Rome in the fifth century and the loss of administration and technological innovations (Higham, 2022). This meant, in practical terms, that the kings of France were merely territorial princes. However, the vital difference is that symbolic and practical power placed the Capet dynasty above the Dukes and Counts of France. The Capetian served as the arbitrators of justice and territorial disputes between its more powerful vassals; this would be the predominant state of the dynasty throughout its first two centuries of existence (Hallam & West, 2020).

The kingships of Hugh Capet, king of the Franks (987-996), Robert II the Pious (996-1031), and Henri I of Franks (1031-1060) were dominated by trying to expand or, more accurately, control their Royal domains around Paris. The administration systems were also so poor that they had to rely on their wives to do administrative work their signatures can be found on royal charters and other documents (Hallam & West, 2020). With this situation, Hugh and Henri, kings of the Franks, were dominated by battling the princes in northern France, with royal authority being non-existent in greater Aquitaine and Toulouse. Royal authority, if it even existed, was contained primarily around Paris. However, King Robert the Pious did manage to maintain loose connections by making royal progress throughout the southern parts of contemporary France to maintain these territories as part of the future kingdom of France - apart from Catalonia, which became part of the Kingdom of Aragon in 1137. With the expansion of royal authority under King Philip I of the Franks, which was due to the legacy of the first three Capetian kings and their long rules over the kingdom, even though they were surrounded by the more powerful Counts of Champagne and Balos there was never any serious threat to the dynasty. Odo, Count of Champagne, allegedly stated: “he wished to be the master of the King of Franks but not the ruler” (Hallam & West, 2020).

Royal Legitimacy

With the establishment of royal legitimacy in the Royal domains and with the Dukes and Counts of France recognizing at least symbolically Royal authority, the Capet dynasty started to take steps to expand its authority outside the personal lands of the King. This started under the reigns of the early Capetian kings of France, with Robert the Pious and Henry of France establishing a royal cadet branch in the Duchy of Burgundy and ensuring that the holy Roman Empire would not absorb the province. This was done over 60 years of warfare and diplomacy. These actions made the Hundred Years War inevitable, starting with the conflicts between the Dukes of Normandy, who came to rule England after the Norman conquest in 1066. A brief understanding of these conflicts is essential to highlight that Louis V of France in the 940s tried to reclaim the dukedom for the Karling Crown. Henry I of the Franks went to war with Duke William II of Normandy in the 1250s due to his power increasing and becoming a threat to the French crown, having previously aligned with Duke William against the Count of Anjou (Bates, 2018). This may seem highly complicated and erratic with the alliance changing; however, from a territorial standpoint, the Kings of the Franks had no choice but to fight their lords to prevent them from becoming too powerful - and in the case of Normandy Rouen, the River Seine is one of the most significant rivers in France and is a direct route to a direct attack on the city of Paris. From a geopolitical standpoint, this a significant reason why the kings of France had to have the dukedom as part of the Royal domains (Zeihan, 2022). However, this was achieved in the early 13th century under the rule of Philip II of France.

Conclusion

The expansion of Capetian power in the territories composing contemporary France made a clash between the kings of England, who had held continental lands since the Norman conquest of 1066 CE, and the French throne inevitable. What the Capetian kings had been progressively doing since claiming the throne of Franks in 987 CE is expanding their ceremonial, clerical and practical power throughout France. Their achievements in holding the throne, bringing the Duchy of Burgundy into the dynasties, and preventing the Aquitaine and Toulouse from becoming independent or joining the Spanish kingdoms like Catalonia were examined by the Eastern Roman Empire. This meant that the establishment of legitimacy and recognition put the descendants of William the Conqueror and Hugh Capet on a collision course because there could only be one king in France.

What do you think of the rise of the Capetian power? Let us know below.

Bibliography

Brown, E. A. R. (2012). Moral Imperatives and Conundrums of Conscience: Reflections on Philip the Fair of France. Speculum, 87(1), 1–36. https://www.jstor.o rgld/stable/41409273?searchText=Philip%20iV%20of%20France&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DPhilip%2BiV%2Bof%2BFrance&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A53cb91140781cd8dbcae9f5db0030351

Bates, D. (2018). William the Conqueror (The English Monarchs Series) (Reprint). Yale University Press.

Gold, C. (2019). King of the North Wind: The Life of Henry II in Five Acts (Reprint). William Collins.

Hallam, E. M., & West, C. (2020). Capetian France, 987-1328. Routledge.

Higham, J. K. (2022). Summary of Powers and Thrones: A New History of the Middle Ages By Dan Jones. Independently published.

Jones, D. (2014). The Plantagenets: the warrior kings and queens who made England. Viking Penguin Books.

Jones, D. (2015). The Hollow Crown (Main). Faber & Faber.

King, A. (2016). Edward I (Penguin Monarchs). Penguin UK.

Morris, M. (2016). A great and terrible king: Edward I and the forging of Britain. Pegasus Books.

Morris, M. (2016). King John: Treachery, Tyranny and the Road to Magna Carta. RANDOM HOUSE.

Rothwell, H. (1927). Edward I’s Case against Philip the Fair over Gascony in 1298. The English Historical Review, 42(168), 572–582. https://www.jstor.org/stable/552416?searchText=French%20and%20English%20war%201294%20to%201298&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DFrench%2Band%2BEnglish%2Bwar%2B1294%2Bto%2B1298&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A39802e10c624f58a2f9bb666a21bdb4a

Strayer, J. R. (1956). Philip the Fair--A “Constitutional” King. The American Historical Review, 62(1), 18. https://doi.org/10.2307/1848510

Sumption, J. (1999). The Hundred Years War: Trial by Battle (The Middle Ages Series, Volume 1). University of Pennsylvania Press.

Wood, C. T. (1979). The English Crisis of 1297 in the Light of French Experience. Journal of British Studies, 18(2), 1–13. https://doi.org/10.1086/385734

van Gorp, D. (2011). Historical introduction: The War of Bouvines. Medieval Warfare, 1(1), 6–9. In- https://www.jstor.org/stable/48579318?searchText=Philip%20II%20of%20France&searchUri=%2Faction%2FdoBasicSearch%3FQuery%3DPhilip%2BII%2Bof%2BFrance%26efqs%3DeyJjdHkiOlsiYW05MWNtNWhiQT09Il19&ab_segments=0%2Fbasic_search_gsv2%2Fcontrol&refreqid=fastly-default%3A3364281838a88ad84064941ed698cf13

Zeihan, P. (2020). Disunited Nations: The Scramble for Power in an Ungoverned World (Illustrated). Harper Business.

Zeihan, P. (2022). The End of the World Is Just the Beginning: Mapping the Collapse of Globalization. Harper Business.

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Redington continues his look at the independence of Spanish America by looking at the Mexican War of Independence. Here he looks at the Jesuit roots of revolution and Hidalgo and Allende.

If you missed them, Erick’s article on the four viceroyalties is here, Francisco de Miranda’s early life is here, his travels in Europe and the US is here, and his later years is here. Then, you can read about the Abdications of Bayonne here.

A painting of Miguel Hidalgo y Costilla.

The Eve of the Revolution

New Spain on the eve of the Abdications of Bayonne in 1808 was a place of tension. The constant warfare in Europe meant that New Spain, as the wealthiest colony of Spain, was used as a source of money for Napoleon’s war machine. The Godoy government had been dedicated to extracting as much wealth as possible from the colonies. The people groaned under the financial burden.

Money was not the only cause of discontent. The example of the United States to the north was one of a free (slaves were ignored) federal republic that had thrown off their colonial masters and the king who ruled over them. Ideas from the French Revolution, such as liberty, equality, and fraternity, were highly influential on the literate classes. The economic arguments of free enterprise and the removal of colonial trade barriers were wrapped into the political language of the Enlightenment of the brotherhood of man and the liberation of the soul.

A further cause of resentment was the social caste system in place in New Spain. Slavery existed in Mexico, but it was not exclusively African slavery, as in the United States. Many of the natives, or indios, descendants of the Aztecs, Maya, and others, were enslaved, either in law or custom, through the encomienda system. This system, in place since the conquests by Cortes, bound the indios to labor to a man granted the right to own that labor, an encomendero. There were African slaves as well, just not in the numbers seen to the north. Above the slaves were mestizos, or mixed Spanish and indio, but they faced many legal and cultural barriers to success. Above them were the criollos. These were people who did not have any Native or African ancestry, but because they were born in New Spain, they faced certain legal disabilities, and in practice were second-class citizens. At the top of the pyramid were the peninsulares, people who were born in Spain. Not only did the peninsulareshave more legal rights than everyone else, but they also owned and controlled a disproportionate amount of the wealth in New Spain. This added a large degree of economic resentment to the existing racial resentment.

Choices to be Made

In 1808, the news of the installation of Joseph Bonaparte as King of Spain hit New Spain like a thunderbolt. Although there had been tensions between France and Spain, no one had expected something like this to happen. To whom was loyalty owed, to Spain? To the king? Who was the king, Carlos, or Joseph, or maybe it was the Infante, Ferdinand? These questions had to be answered. The person who had the responsibility for all decisions in New Spain was supposed to be the viceroy, José de Iturrigaray.

Iturrigaray had been viceroy in New Spain since 1803. He claimed to be a loyal servant of Carlos IV. The problem for him was, he was the viceroy for Carlos, and was Carlos still the king after the mess of Bayonne? What about Ferdinand, the heir and future king, was he legitimate? He was not appointed by Joseph Bonaparte, but many within the Spanish civil service did recognize Joseph and welcomed the Napoleonic reforms being enacted, including the ending of the Inquisition. Further, Iturrigaray was an appointee of Godoy, the ridiculously corrupt Spanish Prime Minister who was hated by nearly everyone in the Spanish domains. He knew that the Juntas would never accept him, as they were revolting against the existing Spanish government as much as against the French and King Joseph.

Thrown into the mix were those who saw this as a golden opportunity to attain, if not independence from Spain, then at least significant local autonomy. This group was primarily led by criollos who resented the privileges of the peninsulares and identified their country as New Spain. Many in this group believed that New Spain could remain loyal to the Spanish crown but be independent of Spain and the Spanish government. The situation was further complicated by the creation of the revolutionary Juntas in Spain in response to the invasion. The leaders in Spain were attempting to extend their authority over the colonies as well. If the Spanish leaders were able to solidify the loyalty of the colonies, that would eliminate any chance of New Spain achieving autonomy or independence.

When official delegations from two different Juntas, one from Oviedo, and one from Seville, arrived in the colony, it was the perfect excuse for Iturrigaray to delay. He announced that he would make no final decision on whom to support until September. In the interim, he had agreed to the formation of a Congress for the colony, ostensibly to learn the desires of the people.

Some were worried that Iturrigaray was thinking about declaring himself the leader of an independent New Spain, perhaps even as its king. To prevent this from occurring, a group of elites from New Spain organized and plotted to overthrow the viceroy. On September 15, 1808, just four months after the abdications of Bayonne, the conspirators removed Iturrigaray. Although the removal of the viceroy had been the action of a broad spectrum of elites, it seemed no one was happy with the situation. The new viceroy, Pedro de Garibay, was named by the Audencia, not for his ability or charisma, but because he was the highest-ranking officer in New Spain at the time. The pro-independence group wanted a definite break with Spain. The conservatives did not like how the coup played out, as the king was the only person who had the authority to appoint a new viceroy.

The overthrow of the viceroy was a watershed moment for one more reason that would only become clearer in the future. The revolutionary history of what would become Mexico started with a conspiracy overthrowing the legitimate government of the country. The lesson was not lost on those groups who would later compete for power: if you are not happy with the current government, just overthrow it. The English colonists revolted against taxes that barely impacted them. The peoples of Colombia and La Plata would revolt at far less provocation. Yet, the people of Mexico did nothing in the face of, what was essentially, a coup d’état. There was no mass uprising, nor did the independence-minded Creoles raise a voice. The prestige of the government of the colony suffered a blow that it would not recover from. This lesson learned in the cradle would be the curse of Mexico for generations.

The Jesuit Roots of Revolution

It would be odd to expect the main impetus for revolution to come from members of the clergy. Yet, in New Spain, the initial driving force for revolution came from priests. In an era with little formalized education, especially in far-flung reaches of the empire, families, especially creole families, which had a child who showed intellectual promise would send that child to receive an education with the church. It was within the lower orders of the church in New Spain that many of the enlightenment ideals from Europe found a receptive audience. These men were literate yet surrounded by illiteracy and what they saw as backwardness caused by oppression.

Many of the schools in New Spain by the mid-18th century were run by members of the Jesuit order. To the people of their areas, these priests offered spiritual comfort as well as education. Usually, the most learned people in their areas, the Jesuits would set up schools to spread their religion, but also to support and uplift the people, as they saw it. To the Spanish authorities, they were an organization with loyalties to the Pope, not to the king. In the era of the Bourbon reforms, when the Spanish government was attempting to centralize and gain a firmer grip on the empire, having this group of priests teaching the lower classes who knows what, as well as controlling a large amount of wealth and land in the empire, the Jesuits represented an existential threat (or a convenient scapegoat and source of wealth). In 1767, King Carlos III ordered the expulsion of the Jesuit order from the Spanish Empire.

Hidalgo

One such young man who received his early education from the Jesuits was Miguel Hidalgo y Costilla. Hidalgo came from a wealthy family in Michoacán that sent him to the Colegio de San Francisco Javier. It was here that first learned of the philosophers of the enlightenment. When the Jesuits were expelled from the empire, he transferred to the Colegio de San Nicolás, later moving on to the Royal and Pontifical University of Mexico, earning his degree and entering the priesthood. While conducting his studies, he also learned philosophy and French, allowing him to read the Enlightenment philosophers in the original language.

After becoming a priest, he became a teacher himself. Hidalgo, however, could not just ignore his beliefs in the enlightenment and against some of, what he saw, as the more obscuritan elements of Catholic theology. As a member of the faculty of the Colegio de San Nicolás Obispo, he was also the school’s treasurer. The church leaders did not want to bring attention to his heretical and liberal teachings, so in removing him, they cited financial irregularities and shipped him off to several small parishes. It was while ministering to these small, rural parishes that Hidalgo’s resentments toward the church hierarchy and the corrupt viceregal government in Mexico City bloomed.

Finally settling in the small town of Dolores, Hidalgo began the work of educating the people of the region. Unlike many in the leadership of the colony, Hidalgo did not care about social caste and would take everyone equally, including indios, who up until that time, were kept uneducated as a matter of policy. Hidalgo, always a believer in self-improvement, attempted to teach the native how to improve their lot. Instead of being subsistence farmers, Hidalgo believed that they should grow cash crops, earning more money. He attempted to teach the indios how to grow olives and grapes for wine. By improving their crops and their methods, the indios could be lifted out of poverty, and with the education and literacy he gave them, they could become prosperous.

It was not to be. Spanish law and the colonial authorities forbade the growing of certain crops to prevent competition from arising for Spanish producers. The local authorities came and cut down the groves that Hidalgo had directed to be planted. Knowing the stupidity of this action, Hidalgo’s resentment would only grow.

The Conspiracy Forms

In Querétaro at the same time, a group surrounding Ignacio Allende began forming. Allende was a captain in the royal army but had been mistreated by the viceregal government due to his New Spanish birth. Creoles were looked down on by their peninsularescomrades and had a very difficult (but not impossible) time rising to higher ranks. It proved very easy for Allende to recruit fellow members of the royal army into his conspiracy.

This conspiracy did not start with the goal of independence. On the contrary, their goal was a New Spain under the crown of Ferdinand VII, just run by creoles. Allende wanted a bloodless coup, just like the one that unseated Iturrigaray. This required more than just lower-ranking officers, though. He knew he needed to reach out to all segments of creole society to gain a broader base of support. Allende just assumed that if he could recruit creole leaders, he would have the support of the mestizos and indios, as they would naturally follow the lead of their creole betters.

This is where Allende and Hidalgo come together. Both men resented what they saw as peninsulares corruption and fecklessness. Hidalgo, however, did not agree with Allende that a revolution should be led by a small clique of creole army officers. He wanted this to be a broad-based movement in which all elements of society had a place and would actively participate.

Any broad-based movement can be difficult to control. With more people brought into the conspiracy, word began to leak out that something was happening in Querétaro. The latest of Spanish governments, now a regency acting in the name of Ferdinand VII on the island of León, dispatched a new viceroy to New Spain, Francisco Venegas. Before he even arrived, however, the government in Mexico City wanted to consolidate its power. The conspiracy had to be broken up.

The Conspiracy Unfolds

The corregidor of Querétaro, Miguel Domínguez, was given the order to arrest Allende, Hidalgo, and the rest of the conspiracy. The problem was that Domínguez was part of the conspiracy. He was also a very indecisive man. With one foot in each camp, Domínguez needed to commit himself, but instead, he panicked. He even locked in the house his own wife, as she was also a member of the conspiracy.

Domínguez’s wife, Josefa Ortiz de Domínguez, would be one of the heroes of this first act of the war of independence. On September 15, 1810, Josefa figured out a way to contact her fellow conspirators and sent a message to Allende, informing him of the arrest order. Allende immediately went to Dolores to inform Hidalgo and formulate a plan.

At 2:00 AM on September 16, Allende arrived at Hidalgo’s house in a panic. He wanted to go underground with his fellow conspirators. Hidalgo, the local parish priest, exiled to a backwater due to being seen as dangerous, saw that the moment had come. His decisiveness instantly gave him leadership in this revolution. Allende’s plan for a bloodless coup was gone. A simple political change of regime would give way to mass social revolution. Hidalgo put on his boots and walked to the church, ordering the bell to be rung. The revolution was on.

What do you think of the start of the Mexican War of Independence? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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The Bolsheviks’ toppling of the Russian government during the Russian Revolution of 1917 led to 30,000 Russians coming to the United States. Then, in the late 1910s, a series of bombings that some called the ‘Red Scare’ ensued. The U.S. Attorney General retaliated with several actions, including what has come to be known as the Palmer Raids.

Janel Miller explains.

Men arrested in during the Palmer Raids are shown here on Ellis Island, New York awaiting deportation hearings in January 1920.

Bombs Sent to Politicians

To start with, in the days leading up to May Day (May 1), 1919, bombs were sent to at least 23 United States addresses. Some of the recipients were politicians. One of these attacks injured the housekeeper of a Georgia lawmaker.

Another round of bomb attacks on United States judges, politicians and law enforcement officials occurred about a month later. One of the attacks occurred on June 2 in front of the home of 1920 presidential hopeful and the U.S. Attorney General during part of Woodrow Wilson’s administration, A. Mitchell Palmer. The nation’s top lawyer immediately called for an investigation to determine who was responsible.

This investigation suggested that individuals often called radicals in the press were responsible. Subsequently, Palmer used that information, along with the 1918 Sedition Act (which limited free speech), to seek and persecute these individuals.

1919 Raids Targeted Radicals

The Kansas City Times reported that on November 7, with the intent of abating a nationwide plan "to defy governmental authority”, the federal government conducted raids and searches in roughly two dozen municipalities.

One of the raids that day took place in New York, where 200 people that federal authorities called radicals were arrested and another 50 alleged radicals were scheduled for deportation. Other raids, most of them with fewer arrests, took place around the same time in Chicago, St. Louis, Detroit, and Philadelphia. At least some of these searches yielded printed materials discussing the nationwide plan, making bombs and/or producing counterfeit documents. In Johnstown, Pennsylvania, no arrests were made, but a group of business leaders banished two people said to be labor organizers from the city. These actions coincided with the second anniversary of the birth of the Bolshevik government that so many Russian immigrants had tried to flee.

Not convinced the threat posed by those he called radicals was over, Palmer called for a law that, among other things, would allow radicals to be arrested even if they acted alone (at the time of Palmer’s request, only radicals working in groups of two or more could be arrested). He also claimed some of the 222 United States newspapers published in foreign languages encouraged violent overthrows of the U.S. government.

Palmer also asked for enhanced Justice Department facilities and the creation of a parole board that would relieve some of the Justice Department’s work burden and he also oversaw the deportation of 249 radicals via the U.S.S. Buford on December 21.

Raids Also Occurred in 1920

On January 2, 1920, another round of raids occurred in large United States municipalities such as Philadelphia and Chicago, as well as smaller ones such as Cortland, New York; Nashua, New Hampshire; Olneyville, Rhode Island; and Lynn and Brockton, Massachusetts. These January raids resulted in 10,000 individuals arrested who federal authorities said were members of the Communist and Communist Labor parties.

The following month, in an essay Palmer authored titled “The Case Against the Reds,” he stated his actions would prevent the “horror and terrorism of bolshevik tyranny” that was underway in Russia from occurring in the United States. Soon after the essay’s publication, Palmer claimed that radical-led attacks would occur on May Day, 1920, just as they had the year before.

Palmer Had His Detractors

Support for Palmer’s actions was not universal. For example, Francis Fisher Kane, the U.S. Attorney for Eastern Pennsylvania, resigned rather than follow Palmer’s directives. Also, an essay published by future United States Supreme Court Justice Felix Frankfurter and Harvard Law School Dean Roscoe Pound discussed what the authors felt were the many legal problems with Palmer’s raids and other actions.

In addition, there were a few immigration inspectors who refused to follow instructions that Palmer authorized or approved. The Lewiston Daily Sun openly sought lawmakers willing to "expose the hollowness of the Palmer holler." The newly formed American Civil Liberties Union claimed Palmer’s actions were based on opinions, not laws.

The Des Moines News stated that the Attorney General was "intimating that the labor department was letting off the reds and failing to deport them.” The newspaper reported that in contrast, members of the Labor Department accused Palmer of "deliberately framing up cases upon perfectly innocent foreigners and endeavoring to make a record by wholesale arrests on the flimsiest kind of evidence and in many cases without proper warrants.”

The attacks of May Day, 1920 that Palmer predicted failed to come to fruition, further damaging his credibility. The one-time 1920 presidential hopeful received 267 nominating votes for president that year, but Republican Warren G. Harding was ultimately elected president and Palmer left office rather than serve with his administration. Although Palmer would remain active in Democratic causes for the rest of his life, his hopes of becoming United States president were never realized.

In Context

Parallels can be drawn between this chapter in United States history and several events that preceded and followed it. For example, four-year-old Dorothy Good faced accusations of being a witch during the hysteria known as the Salem Witch Trials of the 1690s because her mother was accused of witchcraft. In 2015, after the killing of a Californian woman by a man in the United States illegally, then-presidential candidate Donald J. Trump said that Mexico was sending the U.S. people with “lots of problems,” according to the Los Angeles Times.

What do you think of the Palmer Raids? Let us know below.

References

“Russian Beginnings.” https://www.loc.gov/classroom-materials/immigration/polish-russian/russian-beginnings. Library of Congress. Accessed October 22, 2022.

Palmer Raids. https://www.fbi.gov/history/famous-cases/palmer-raids. FBI. Accessed October 11, 2022.

Blumberg, Jess. “A Brief History of the Salem Witch Trials.” https://www.smithsonianmag.com/history/a-brief-history-of-the-salem-witch-trials-175162489/. Published Oct. 23, 2007. Accessed October 24, 2022.

Hennessey, Kathleen. “Trump Takes On Mexican Government In Comments On Immigrants.” https://www.latimes.com/nation/la-na-trump-mexican-immigrants-20150706-story.html. Published July 6, 2015. Accessed Oct. 23, 2022.

“Nation Wide Hunt for May Day Bombs.” https://www.newspapers.com/image/837246919. Holyoke Daily Transcript, page 1. Published May 1, 1919. Accessed October 23, 2022.

Palmer Raids. https://www.fbi.gov/history/famous-cases/palmer-raids. FBI. Accessed October 11, 2022.

Attorney General: Alexander Mitchell Palmer. https://www.justice.gov/ag/bio/palmer-alexander-mitchell. U.S. Department of Justice. Accessed October 11, 2022.

Palmer Raids. https://www.fbi.gov/history/famous-cases/palmer-raids. FBI. Accessed October 11, 2022.

Boyd, Christina L. “Sedition Act of 1918.” https://mtsu.edu/first-amendment/article/1239/sedition-act-of-1918. The First Amendment Encyclopedia. Accessed October 11, 2022.

“’Reds’ In Raid Net.” https://www.newspapers.com/image/654292552. The Kansas City Times, page 1. Published November. 8, 1919, Accessed October 22, 2022.

“Raid Radicals In 18 Cities.” https://www.newspapers.com/image/614412771. The York Dispatch, page 1.Published November 8, 1919. Accessed October 22, 2022.

“Must Have Laws to Curb Radicals Palmer Declares.” https://www.newspapers.com/image/825798158. The Macon Daily Telegraph, page 1. Published November. 16, 1919. Accessed September 28, 2022.

“Palmer’s Report on the Reds and Their Work.” https://www.newspapers.com/image/552827864. The Gazette and Daily, page 8.Published Dec. 9, 1919. Accessed September 28, 2022.

“Second Ark to Leave.” https://newspaperarchive.com/ogden-standard-dec-22-1919p-1/. The Ogden Standard, page 1. Published December 22, 1919. Accessed October 23, 2022.

Williams, David. “The Bureau of Investigation and Its Critics, 1919-1921: The Origins of Federal Political Surveillance.” The Journal of American History. (68): 560-579. Accessed October 15, 2022.

“100 More ‘Reds’ Taken In New England Raids.”. New York Tribune, page 2. Published January 4, 1920. Accessed Oct. 23, 2022.

“130 Raid Prisoners in Philadelphia District to Be Held For Hearing.” https://www.newspapers.com/image/78218686. New York Tribune, page 2. Published January 4, 1920. Accessed October 23, 2022.

“’Perfect Cases’ Against 2,616 Taken In Raids Is Claim of Federal Agents.” https://www.newspapers.com/image/542621138. The Muscatine Journal and News-Tribune, page 1. Published January 3, 1920. Accessed October 23, 2022.

Palmer, Mitchell A. “The Case Against the ‘Reds.’” Forum 63 (1920): 173–185. http://historymatters.gmu.edu/d/4993/. Accessed October 23, 2022.

“Department of Justice Agents Chosen for Assassination.” https://newspaperarchive.com/biloxi-daily-herald-apr-30-1920-p-1/. The Daily Herald, page 1.Published April 30, 1920. Accessed October 23, 2022.

“Kane Quit Because of Palmer’s Raids to Catch Radicals.” https://www.newspapers.com/image/162305073. Evening Public Ledger, page 1. Published January 23, 1920. Accessed September 28, 2022.

NCC Staff. “On This Day, Massive Raids During the Red Scare.” https://constitutioncenter.org/blog/on-this-day-massive-raids-during-the-red-scare. The Constitution Center. Published January 2, 2022. Accessed October. 11, 2022.

Williams, D. “The Bureau of Investigation and Its Critics, 1919-1921: The Origins of Federal Political Surveillance.” The Journal of American History. (68): 560-579. Accessed October 15, 2022.

“Editorial.” https://www.newspapers.com/image/828299251. The Lewiston Daily Sun, page 4.Published January. 24, 1920. Accessed September 28, 2022.

ACLU History. https://www.aclu.org/about/aclu-history. American Civil Liberties Union. Accessed October. 11, 2022.

“Impeachment.”. https://newspaperarchive.com/des-moines-news-apr-23-1920-p-6/. The Des Moines News, page 6. Published April 23, 1920. Accessed October 23, 2022.

“On This Day, Massive Raids During the Red Scare.” https://constitutioncenter.org/blog/on-this-day-massive-raids-during-the-. The Constitution Center. Published January 2, 2022. Accessed October. 11, 2022.

Attorney General: Alexander Mitchell Palmer. https://www.justice.gov/ag/bio/palmer-alexander-mitchell. U.S. Department of Justice. Accessed October 11, 2022.

Warren G. Harding. https://www.whitehouse.gov/about-the-white-house/presidents/warren-g. whitehouse.gov. Accessed October 23, 2022.

“A. Mitchell Palmer.” https://www.mtsu.edu/first-amendment/article/1273/a-mitchell-palmer. The First Amendment Encyclopedia. Accessed October 26, 2022.

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Warfare in the Classical World was typified by massed infantry assaults. Iconic is the image of the Greek Hoplite or Roman Legionary marching into battle in impressively synchronized formations to engage in gruesome hand to hand fighting. Cavalry battles tended to be rather rare in comparison. Elements of horse warfare were utilized but mostly limited to reconnaissance and exploiting pursuits of retreating adversaries.

The Battle of Gaugamela, fought in October 331 BCE, is often viewed as Alexander the Great’s greatest victory. It may have involved as many as forty thousand horsemen. It was here, on a level plain somewhere in modern day Iraq that two of antiquity’s greatest superpowers, the Achaemenid Persians and Ancient Macedonians, did battle, culminating in one of the most decisive victories in history.

Brian Hughes explains.

The Battle of Gaugamela by Jan Brueghel the Elder, 1602.

Prelude

Alexander the Third of Macedon, known to history as Alexander the Great, inherited the throne immediately following the assassination of his father, Phillip the Second. Phillip had previously spent several decades conquering the city states of the Greek Peninsula. This was made possible by his shrewd and diplomatic politicking and also the professional Macedonian army in which he almost single handedly reformed from the ground up, subsequently transforming it into the deadliest military force in the Hellenistic World. Alexander not only inherited a tried and tested army but also his father’s ambitious operation to cross the Hellespont and invade the Persian Empire, then the major world power.

Following his initial vanguard, Alexander traversed from Europe and into Asia with the bulk of the Macedonian army and proceeded to score in quick succession a series of audacious victories first at Granicus and then the Battle of Issus where he faced off against the King of the Persian Empire, Darius the Third. It would not be their final confrontation.

In the aftermath of Issus, Alexander chose to not immediately pursue Darius but instead secure his supply lines by marching his army down the Mediterranean coastline through the modern-day countries of Lebanon and Israel and in the process sacking the once thought impregnable fortress city of Tyre in the process. Darius meanwhile retreated into the heart of the Persian Empire in an effort to raise more men in preparation for the next showdown with the Macedonians. Envoys were soon sent to all corners of the Empire not yet taken by Alexander to the various Satraps (Governors) requesting the supply of men. Some even from as faraway as Sogdiana and Bactria, today Uzbekistan and Afghanistan. Alexander would soon turn around and swing east from Egypt and Cyrenaica (Libya) and proceeded through Syria and Mesopotamia. The year was 331 BCE. The battle for the Persian Empire was about to reach its climax.

Preparation

The exact site of the battle is contested to this day. Darius assembled his army at a place called Gaugamela (The Camel’s House) today not far from the city of Mosul. They lay in the direct path in which Alexander and the Macedonian army had planned to take to Babylon. Nestled between the mountains and the Tigris River the plain itself stretched openly for miles granting a considerable advantage to Darius and his numerically superior forces, many of which would fight mounted on horse, chariots, and elephants. Ancient Historians grossly over exaggerated the size of the Persian army, some claiming it to be almost one million. Nonetheless, the army which Darius assembled at Gaugamela was not only enormous (somewhere between fifty and one hundred thousand men) but likewise maintained certain qualitative advantages over the comparatively small Macedonian Army. Intending to make full use of this upper hand Darius ordered his men to clear the chosen spot of battle of any terrain irregularities such as dips and rises so that his cavalry and war machines would have fewer blockers when the time arrived.

Once aware of the location of the Great Kings army, Alexander ordered his men to eschew much of their gear save for their weapons and prepare for a long night march. By dawn the opposing armies were placed only a few miles apart from one another as Alexander convened with his Generals at a council of war. The Macedonian Commanders vehemently argued over how to best negate the considerable Persian supremacy in manpower. Some like Parmenio, one of Phillip’s most trusted Captains had pressed Alexander for a surprise night attack on the Persian camp. This was easier said than done. Battles in and of themselves are exceedingly difficult to coordinate. Thus, a night attack in unfamiliar terrain on this scale in the darkness when it is difficult to distinguish friend from foe was quickly ruled out. Alexander as it would turn out did in fact devise a battle strategy which he believed would win the day. The order was soon given for the army to be fed and properly rested as he himself retired sinking into so heavy a sleep, it has been alleged, that he overslept the next day so confident he was of victory.

Battle

When the day of battle arrived both armies marched under a scorching sun onto the plain and formed up facing one another. It seemed as if the Persian army stretched endlessly as they lined up in two broad columns in which cavalry forces from across the empire with the chariots and war elephants formed the bulk of the center and wings. Darius positioned himself in the center as well, the traditional spot for the King of Kings. Alexander arrayed his men in an almost box-like formation with Parmenio commanding the left flank while the Phalanx and Foot Companions, the nucleus of the mighty Macedonian army formed up in the center. On the right Alexander took personal command along with his elite Hetaroi or Companion Cavalry in addition to other crack forces.

Alexander was determined to open the board with the first move. He proceeded to ride steadily to the right giving the notion of riding around the left flank of the Persian army. Darius was stunned. Did Alexander really intend to envelop his gargantuan force? Having faced this young conqueror before and being aware of his ability to defy the odds and achieve seemingly miraculous victories Darius chose to leave nothing to chance. He ordered Bessus the Satrap of Bactria to shadow Alexander with his lethal Cavalry from Bactria and Central Asia. While this was happening the Macedonian Phalanx in the center began to steadily creep toward the main Persian line. It was difficult for the Phalanx to maintain order over such a distance as the Persian chariots began to charge forward over the very ground leveled only days ago. Darius then committed the bulk of his forces against the increasingly vulnerable Macedonian left flank.

Shockingly, the chariots appeared to inflict minimal damage against the battle-hardened infantrymen who rehearsed tactics for dealing with such weapons. Meanwhile, on the Macedonian left, the situation became more and more desperate. Parmenio proceeded to maintain some semblance of order forming his line into an inverted horseshoe of sorts. This was meant to bog down Persian forces to buy time for Alexander and his companions to initiate a bold maneuver.

Having overextended the Persian horsemen Alexander abruptly wheeled back with his elite cadre and headed for Darius and the Persian center at full speed. Tying up the cavalry force sent to intercept him far to the right, it must have been inconceivable to Darius to see Alexander spearheading a charge and plunging straight towards him through a storm of shield, spears, and sword. Alas it was too much to handle. As his right and center columns began to fold Darius ordered his chariot to turn around and flee. The demoralized Persians seeing this quickly followed suit as most of the army began to collapse. Except on the Macedonian left. By now Parmenio’s small and beleaguered force was facing certain annihilation as the Persian swarmed past his flank nearly surrounding him and even raiding the Macedonian encampment. Alexander was then confronted with a dilemma. He could pursue Darius thus sealing the fate of the Persian Empire but lose his army in the process or come to the aid of his General. He chose the latter and brought to bear the full power of the Macedonian Cavalry slamming into the Persians in an awesome battle where thousands of men and horses fought savagely until it became too much for the hard-pressed Persians who then fled.

Aftermath

Gaugamela was a complete victory for Alexander and the Macedonians. The Persian army was utterly defeated as Alexander marched to Babylon and the heartland of the Persian Empire unopposed. The wealth and strategic advantage that would accompany these acquisitions would prove monumental as Alexander turned his gaze further eastward - it seemed virtually nothing could satisfy his ravenous ambition for glory and further conquest. Darius retreated deep into the vastness of his crippled empire, attempting in vain to raise further troops so that he might reclaim his throne. It would ultimately be to no avail as Bessus, who commanded the Persian left at Gaugamela led a coup betraying and assassinating Darius and then proclaimed himself Emperor in his stead. Alexander would eventually track down Bessus before executing him as he continued to push east only turning around several years later at the stubborn behest of his homesick army who would not follow him any further. By now Alexander had claimed the entirety of the Persian Empire and ruled from the Balkans to the border of India.

Alexander would likewise meet a premature death in June 323 BCE at the age of thirty-two. It is a mystery to this day as to how he passed, however.

Few in history have acquired the epitaph “The Great.” Alexander had proven himself to be one of the best military leaders in world history winning countless battles under all kinds of circumstances. Gaugamela remains his greatest victory in both its daring and outcome, so wrestling of control of the Persian Empire.

What do you think of the Battle of Gaugamela? Let us know below.

Sources

Alexander The Great, Philip Freeman: Simon and Schuster

Carnage and Culture Landmark Battles and The Rise of Western Culture, Victor Davis Hanson Random House INC.

Gaugamela (331 BCE) - Livius

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In the study of the suffrage movement, historiographical focus has remained on individuals such as Emmeline Pankhurst and Millicent Fawcett. This focus on notable individuals and the dramatic actions of the suffragettes means that one aspect of this history has been largely under-researched: the anti-suffrage movement. The anti-suffrage movement was prominent throughout the first two decades of the twentieth century and was supported by high-profile individuals including the Viceroy of India, Lord Curzon, and Octavia Hill, the co-founder of the National Trust. Contesting women’s right to vote and gaining both opposition and support, the anti-suffrage movement is an important historical event.

Isabel King explains.

An anti-suffrage postcard. Source: LSE Library, available here.

Why did the anti-suffrage movement develop?

The fight for women’s right to vote, otherwise known as the suffrage movement, began in the 1870s, and was a popular and well-supported movement by the early 1900s. Millicent Fawcett’s National Union of Women’s Suffrage Societies (NUWSS) and Emmeline Pankhurst’s Women’s Social and Political Union (WSPU) had both garnered great support and attracted a lot of attention to the cause. However, lack of media publicity and the slow-paced nature of the suffrage fight led the suffragettes to adopt the motto ‘deeds not words’ and they began a more militant approach to campaigning. The emergence of the anti-suffrage movement coincided with this increased militancy, as more and more people started to fight back against the idea of women voting.

Why did people oppose women’s suffrage?

Much of the negative sentiment towards women’s right to vote was focused on issues of ‘gender reversal’. In the early 20th century, there were strict gender roles – men went out to work and were responsible for financial and political decisions, while women stayed at home and took on domestic duties and childcare. Many people involved in the anti-suffrage movement were concerned that allowing women to participate in politics would result in a breakdown of these gender roles as women would spend too much time focusing on their political opinions and neglect their families. The concern over women entering the ‘masculine’ sphere of politics was intensified by the suffragettes’ ‘masculine’ militant campaigning. As well as worries surrounding the conflation of domestic and political spheres, some opponents simply thought women were not capable of making political decisions.

Anti-suffrage postcards

One of the main ways that supporters of the anti-suffrage movement spread their message was through postcards – a very popular method of dissemination in the early twentieth century. There were several features of anti-suffrage propaganda that appeared consistently. The postcards often focused on the subversion of gender roles, the physical and mental ridicule of women, the incitement of violence towards women, and fearmongering an imagined future. Postcards would warn people about how women would neglect their duties as mothers, how women were too stupid and weak to be politicians because of their maternal, feminine instincts, and would often threaten women who wanted the vote.

Did these postcards have much of an impact on the anti-suffrage movement? It’s difficult to tell, because though they were widespread and popular, so was suffrage propaganda. In fact, satirical postcards created by supporters of women’s suffrage often used anti-suffrage tactics in reverse to ridicule their opponents and gain support. Where anti-suffrage propaganda may show women who were interested in politics as embittered spinsters, postcards created by suffragettes showed women in as independent, but in ‘feminine’ contexts such as being a good wife and mother, but also involved in political activity. These tactics were used to emphasise that being feminine and a feminist were not mutually exclusive. These postcards and other anti-suffrage propaganda give us a lot of insight into the deep-rooted issues that women involved in the suffrage movement, and their supporters, faced during the struggles for women’s voting rights.

Why is the anti-suffrage movement not as well-known?

Many people won’t have even heard of the anti-suffrage movement, let alone been taught about it. Why? This is most likely because, put simply, the anti-suffrage movement (at least in the UK) just didn’t last. World War One had a large role to play in this – when the men went to war, and the women took over their jobs while they were away, women showed how capable they were of doing ‘masculine’ tasks. Following the war, the majority of women were expected to leave the roles they had filled during the war years as men returned, but socially, nobody could (successfully) deny women’s worth anymore. The war had shown that what anti-suffragists had been saying was wrong. Women had been doing men’s jobs, during a war no less, and still maintaining their family units and domestic duties. So, with women’s capabilities highlighted, and the ever-growing support for the suffrage movement across the country – from both men and women – the anti-suffrage movement began to suffer greatly. While groups such as the National League for Opposing Women’s Suffrage continued to fight against the enfranchisement of women, once the Representation of the People Act 1918 had been passed – granting propertied women over the age of 30 the vote – it was clear that the anti-suffrage movement was a lost cause. A lot more change was to come for women, but the first step been taken.

Although it isn’t studied as much, or as well-known, the anti-suffrage movement was hugely significant. Looking at it allows us to see why people were concerned about women getting the vote and the obstacles that suffragists and suffragettes encountered along the way. Analysing opposition to the suffrage movement and the way in which those fighting for the vote rose above it highlights the great success of women (and their supporters) in the years leading up to 1918, without whom, millions would not be able to vote today.

What do you think of the importance of the anti-suffrage movement? Let us know below.

References

Linda Fleming, ‘Understanding the Opposition: The Anti-Suffrage Movement in Scotland’ https://womenssuffragescotland.wordpress.com/main-sections/understanding-the-opposition-the-anti-suffrage-movement-in-scotland/

Julia Bush, ‘The anti-suffrage movement’ (2018) https://www.bl.uk/votes-for-women/articles/the-anti-suffrage-movement

https://www.nationaltrust.org.uk/kedleston-hall/features/no-votes-thank-you---lord-curzon-of-kedleston-and-the-anti-suffrage-movement

https://historyoffeminism.com/anti-suffragette-postcards-posters-cartoons/

Lauren Alex O’Hagan, ‘Contesting Women’s Right to Vote: Anti-Suffrage Postcards in Edwardian Britain’, Visual Culture in Britain, 21:3 (2020) https://www.tandfonline.com/doi/abs/10.1080/14714787.2020.1827971

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This three-part series takes on one of America's most important founding fathers, John Adams. John Adams’ contributions to the founding, development, and success of the United States was unrivaled by others of his generation. In this series, I will examine John Adams’ life and contributions to the United States from three perspectives. First, John Adams the patriot. Second, John Adams the diplomat. Third, John Adams the Statesman.

Avery Scott starts part 1 below.

A 1766 portrait of John Adams. By Benjamin Blyth.

Introduction

John Adams' ascension to power was anything but smooth. He, unlike peers George Washington and Benjamin Franklin, was not born into riches. Rather, he was born to a working-class family in October of 1735. Adams was born in Braintree, Massachusetts to John Adams Sr. (Deacon John), a farmer and shoemaker, and Susanna Boylston. From an early age, Adams was a dreamer. He dreamt of being successful and prominent. Despite his dreams, Adams' weaknesses often hindered his ability to obtain his desired success. Frequently he complained of, “dreaming away the time” and wasting too much of his day on the frivolous. Fortunately for Adams, he was born in a time perfect for dreamers. Witnessing the French and Indian War, the effects of slavery, his time serving as a schoolmaster, and the oratorical and legal examples of men such as James Putnam played a major role in shaping the future president. Additionally, Adams' time at Harvard College enriched him, and provided him the liberal education that would become so necessary during his variety of roles in support of the United States. After Adams time at Harvard, he was struck with the decision of a career. Adams settled on the law, completing his legal education, and beginning his career in 1758. For some time he struggled, but eventually became a successful lawyer with a reputation for honesty, integrity, and hardwork. It is around this time in which Adams courts and marries Abigail Smith in 1764. This union would eventually produce six children - one being a future president himself. Unfortunately, the Adams family was not destined to enjoy a lavish lifestyle that would have likely occurred in other circumstances. Rather, at British Parliament's passing of the Sugar Act, Currency Act, Quartering Act, and the Stamp Act, they turned the reluctant to rebel Adams - into a Patriot.

The Patriot

After the passing of the Stamp Act, Adams began writing large political pieces in support of American rights. His first such writing titled, A Dissertation on the Canon and the Feudal Law, was one of his most successful. However, Parliament repealed the Stamp Act, allowing for relative calm in the colonies for the next few years. Despite the temporary calm, it was not long before Adams was thrust into the biggest moment of his personal and legal career - the Boston Massacre.

Legal Career

One year before the Boston Massacre, in April of 1769, Adams defended Michael Corbett, a sailor aboard the Pitt Packet, after he killed Lt. Henry Paton of the British Vessel Rose. After he attempted to press Corbett and three other men into British service, Corbett lobbed a harpoon at Paton, killing him. Troops from the Rose took the sailor into custody, who was tried in Boston on murder charges. John Adams expertly defended his client, just as he would during the Boston Massacre in 1770. Thus displaying his expert legal mind, and his affinity for the rights of man.

On March 5th, 1770, a British guard was being taunted by a throng of Colonists, unhappy with his presence. Eventually, a small squadron of troops, and their captain Thomas Preston, appeared as reinforcements. The unfortunate event ended with the British troops firing into the crowd of protestors, killing five. As if the incident were not stressful enough on the young Adams, he was soon asked to provide legal defense for the British troops. Despite his concerns, Adams agreed to provide the services at no charge. Adams spared all of the troops any prison time, and only minor punishments for two soldiers. While it may seem odd that this fervent patriot would defend those he despited, it displays the principles that the rebels were fighting for in action. They felt that freemen have rights that must be honored, and not least of these is the right to legal counsel and fair trials. Patriotism, in the eyes of John Adams, did not mean that he would disgrace those he disagreed with. Rather, he would work tirelessly to ensure that their rights were also upheld.

Beginnings of Revolution

In December of 1773, the Boston Tea party was orchestrated by the Sons of Liberty in retaliation for the taxes charged on tea, and the crown sanctioned monopoly by the East India Company. In the act, 342 chests of tea were destroyed and dumped into Boston Harbor - infuriating the crown. Adams was ecstatic to hear about the act and what it meant for America, but knew that at that moment that war would be imminent. As retribution, the crown closed the port of Boston in 1774 as a part of the Intolerable Acts, until the tea was paid for.

In the same year as the intolerable acts, Adams was elected to the First Continental Congress. The first Continental Congress was not nearly as exciting as the Second Continental Congress. However, there were important measures taken that showed the colonists' willingness to submit to British rule under the condition that they were given their due rights. Also, the congress approved such measures as a non-importation and a non-exportation agreements in an attempt to hurt the British economy. Eventually the First Congress adjourned in October of 1774, and shortly after in 1775 the Second Continental Congress was held.

The Second Congress

The Second Congress saw some of the biggest contributors to the revolutionary cause come together, to make some of the biggest decisions America has ever seen. First and foremost, Adams nominated George Washington to serve as Commander of the Continental forces. A decision that, despite Adams later comments about Washington, was one of the biggest of both their careers. A strong presence was needed to support the Colonies in their attempt to defend against British rule, and Washington fit the mold. Also, Washington was a Virginian, which was important due to Virgina being the largest and wealthiest of all the colonies. Congress felt that the leader of the United Colonies should hail from that state. Additionally, The second Congress also voted to outfit privateers, disarm Tories, and build frigates for a new Navy. Each of these was of major importance, and played a key role in the development of the war. Finally, a committee of five, made up of John Adams, Thomas Jefferson, Benjamin Franklin, Robert Livingston, and Roger Sherman, were appointed to draft a Declaration of Independence from Britain. After some planning and discussion, Jefferson was tasked by the committee as a whole to write the majority of the document with only input and minor changes from the others. After completion of the document, much debate ensued regarding the act of independence. During the debate Adams displayed his true patriotic valor, defending the document and pushing for independence from Britain. There were many members of congress that were not yet ready to commit to independence, but Adams' resilience, passion, and hard work convinced many of the delegates that independence was necessary. And on July 2, 1776, the Second Continental Congress voted to approve the Declaration of Independence.

Once independence was agreed upon, some painful revisions to the Declaration were necessarily undertaken by Congress, at times decimating the document that Jefferson worked so diligently on. One of the biggest sections removed, and one that Adams felt the strongest about, was the chastizement of the King for bringing slavery into the Colonies. This section was removed at the urging of other members of Congress, because slaves and the slave trade were directly associated with the livelihoods and economic status of many members. It is in this debate, that we see the Patriot Adams stand to defend, not only white colonists, but also African Americans. Adams hated the thought of slavery, and never personally owned a slave. He felt strongly that people fighting for freedom should not be holding others in bondage. Unfortunately, Adams lost this debate and on July 4, 1776, the official wording and document was approved for publication. But it was not until August 2, 1776 that the document would be officially signed. Once independence was declared, a host of other issues became necessary to address. Questions of laws, governance, finance, arming of troops, and administrative duties had to be attended to. Just as Adams was a fervent patriot in fighting for independence, he fought the same for these issues.

What do you think of John Adams as a patriot? Let us know below.

Sources

John Adams by David McCullough

The Indispensables: The Diverse Soldier-Mariners Who Shaped the Country, Formed the Navy, and Rowed Washington Across the Delaware by Patrick K. O'Donnell

Washington: A Life by Ron Chernow

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Minority groups in China have frequently found their way into the news cycle in the last several decades and especially in the last few years. These issues are not new and have their roots in the major changes in the way China organized itself over a century ago. Despite the massive Han majority, China is not an ethnically homogeneous country and has had to continually address issues of cultural and ethnic diversity. Integration of ethnic minorities into China has ranged from open embrace to violent resistance for much of the 20th century. What follows is a quick history of minority policy in China that has led to some of the contemporary issues that make their way into the news cycle.

Jonathan Moody explains.

A Uyghur prince. Source: Tilivay, available here.

The Qing Dynasty

To find the roots of contemporary minority policy, we must travel back to the end of the Qing dynasty. The Qing stormed their way into power in the 17th century and succeeded in both conquering the Ming Empire and expanding the borders and influence of their empire to encompass the vast majority of East Asia and large sections of Central Asia. On a map, the Qing Empire is a giant but drawing geographical borders around historic political entities with contemporary map standards can be deceiving and is often more of a reflection of modern ideas of the way states look. The Qing, like their predecessors and many contemporary political institutions of the time, was an empire and not the modern version of a state that much of the world lives under today. ‘Modern states’, while obviously not all the same, have embraced a high degree of political uniformity (i.e. passports, laws, national militaries , etc.) within set boundaries that often border other politically autonomous states. Unlike a modern state, territories under Qing control could vary vastly in how they were governed or exactly how much control Beijing was able to wield and the line between Qing territory and non-Qing territory was not always clear. For example, most eastern parts of the empire were full provinces with viceroys and the full application of the Qing law while in the peripheries (Tibet, Mongolia, Xinjiang, etc.), Beijing would give titles to local leaders and rely on these leaders to keep the peace. Beijing’s involvement was not uniform in many of these areas but, in general, Qing law and influence was limited to almost non-existent depending on the place. Also, unlike many states today, uniformity of political control was not a main priority. Attempts to make periphery areas into full provinces only happened at the tail end of the dynasty from fears of outside influence and most of the periphery was highly, if not completely, autonomous. This loose or lumpy system was by no means utopian but for most of the life of the empire, it worked to both bolster the dynasty’s political power in the center and co-opt potential threats in the periphery to become nominal allies.

Modern China

When the Qing fell, the Republic of China claimed these disparate territories and pursued bringing them into the fold of a new modern state that had stronger centralized control over its territory. Part of state creation for the early republic was determining who was a member of a Chinese nation-state and what their position was in that state. For many outside of China, words like Chinese people and Chinese language can be deceptively oversimplifying in the diversity they cover. The majority ethnic Han population is classified as a single ethnicity but many Han dialects are mutually unintelligible and there is plenty of cultural diversity across the Han regions. The non-Han ethnic groups speak a variety of languages (Tibetan, Mongolian, Uyghur, etc.) and have their own cultural diversity as well. One of the problems faced by the early Republic of China was how to incorporate the politically and ethnically diverse empire of the Qing into a state that did not want to continue the loose relationships of the past, especially when regions like Tibet and Mongolia rejected any political connection with the Republic and pursued a more independent path. The Republic, under the Kuomintang (KMT), eventually embraced a policy that there was only one ethnicity in China, the zhonghua minzu. The zhonghua minzu were compared to a tree where the Han were the trunk and other ethnicities were merely branches that grew from the Han tree. The KMT dominated Republic of China avoided questions of diversity with this program and embarked on Sinicization programs to teach the branches how to embrace their true national identity.

The Chinese Communist Party (CCP) on the other hand, took the exact opposite approach, especially early in the life of the party. With a combination of Marxists/Leninist/Stalinist ideologies and later time spent among non-Han communities, the CCP rejected notions that Tibetans or Mongolians were nascent Hans and promised recognition of various ethnic groups and specialized policies for these ethnicities. The party even embraced the idea of self-determination for these regions early on but backtracked by the time they took power in 1949. Self-determination gave way to fostering patriotic minority identities that allowed for a non-Han identity loyal to the state.

CCP

After 1949, the CCP adopted an approach to minority populations that had strong Soviet influences (i.e. titular or recognized nationalities/ethnicities) and was aimed at incorporating these people into a modern socialist state while allowing varying degrees of autonomy in specified national minority areas. Much of the second half of the twentieth century and the beginning of the twenty first century can be seen as a mixture, and at times conflict, between hardline and accommodationist approaches. Accommodationists have advocated a slow and welcoming approach to minorities by offering special benefits, at times with the opposition from some of the Han population, to convince hesitant minority populations that inclusion in the PRC is more beneficial than independence. These policies have included exemptions from the one-child policy and preferential placements in the competitive university process. Hardliners have been less sympathetic toward differences and have advocated an approach that has little space for dissent and exemptions. Many of the issues we see today have been as a result of hard liners pushing policies that take a more forceful approach to minority incorporation.

Most countries today have consider ethnic diversity and how to include different populations in one political entity. China is no exception and has been dealing with this issue with varying levels of success. The issue of minorities in China very much stems from a change in the way the state was organized and how different groups fit into this modern vision of a state. This change in state organization and vision renegotiated looser affiliations and has led to many of the issues that make their way into the news today.

What do you think of minority policy in China? Let us know below.

Further reading

Goldstein, Melvyn C., and Gelek Rimpoche. A History of Modern Tibet, 1913-1951: The Demise of the Lamaist State Munshiram Manoharlal Publishers, 2007.

Khan, Sulmaan Wasif: Muslim, Trader, Nomad, Spy. China's Cold War and the People of the Tibetan Borderlands. Chapel Hill: The University of North Carolina Press, 2015.

Westad, Odd Arne. Restless Empire: China and the World Since 1750. Basic Books, 2015.

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Popular accounts of the Civil War describe the horrors of the battlefield, from the mass casualties at the Battle of Gettysburg to the starvation and freezing temperatures at Confederate camps in New York and Georgia. These documents highlight the poor quality of life of Union and Confederate soldiers, highlighting their tremendous historical value, but they rarely mention the experiences of women. Most commonly, women contributed to the war effort by providing medical aid on the battlefield and managing the homefront, but some even disguised themselves as men to join the military. To appear more masculine, these women dressed in layers or loose clothing–both efforts to hide their breasts–and sported short haircuts. These attempts to blend in with the rest of the soldiers generally succeeded, with their gender identity typically remaining a secret.

Brooke Keys explains.

Sarah Rosetta Wakeman, a disguised female who served in the US Civil War.

Context

At the dawn of the Civil War, the Union and Confederate armies recruited masses of young men to improve their chances of defeating the other side. Because of this desperation for soldiers, the armies failed to enforce strict requirements for enlisting. So, although the Union and Confederacy preferred that their ranks consisted of young men, ideally above eighteen years old, they still recruited a vast amount of adolescents. Not only this, but many lied about their ages to ensure that the army accepted them. After all, many people in the North and South maintained strong, oftentimes opposing, opinions on slavery, incentivizing them to support either the Union or Confederacy with their military service.

This lack of strict requirements aided many men in the enlistment process. Unfortunately, it never helped the women, who the armies strictly banned from enlisting. By violating such a widely-known, highly-enforced rule, the women who disguised themselves as men demonstrated true bravery. They not only risked their lives, but they also risked severe punishment if caught.

Women in the Union Army

One woman who disguised herself as a man was Private Sarah Rosetta Wakeman. She constitutes one of hundreds of women who performed this feat, though many of their names have been lost to history. Intrigued by the monetary bonus offered to enlistees, Wakeman joined the 153rd New York Infantry Regiment on August 30th, 1862. Under the pseudonym Lyons Wakeman, Sarah joined the ranks and successfully blended in with the other recruits.

She traveled with the Union army to the Washington, DC area, where she operated as the provost. After a couple of years, the 153rd New York Infantry Regiment experienced a shift in leadership, eventually falling under the authority of Major General Nathaniel Banks. One month later, she and her fellow soldiers marched to Louisiana. Many of them died on the journey. When Wakeman reached Louisiana to participate in the Red River Campaign, she finally engaged in active combat. Prepared for battle, Wakeman fired at the Confederate soldiers at Pleasant Hill. Unfortunately, the Confederates prevailed, prompting the Union to retreat. Wakeman’s final battle occurred at Monett’s Bluff in late April. Shortly after, she found herself extremely ill. When Sarah Wakeman died on June 19, 1864, she died with the secret that she was actually a woman. Thanks to her family members who preserved her letters from the battlefield, however, Wakeman’s memory lives on.

Women in the Confederate Army

Although women in the Confederate army fought to preserve a morally-bankrupt institution, their stories remain important, at least from a historical standpoint. Their experiences illuminate the prominence of misogyny in the Antebellum, Civil War, and Reconstruction eras, and their rejection of gender roles proves worthy of examination.

One woman who disguised herself to fight for the Confederates was Lieutenant Loreta Janeta Velazquez. With Texas’s 1861 secession from the United States, Velazquez felt inspired to join the Confederate army with her husband. However, he refused to aid her in the enlistment process, so she adopted the name Harry T. Buford and joined the army anyway.

Velazquez then embarked on an eventful journey as a disguised soldier, even declaring herself a lieutenant and personally commanding a regiment. However, she ultimately abandoned this post and joined the Confederates in the Battle of Bull Run and the Battle of Ball’s Bluff. Shortly after her brush with combat, Velazquez abandoned the battlefield and served as a spy for the Confederacy. Because of the information she provided to them, they allowed her to join the detective corps.

Unsatisfied with her role as a spy, Velazquez joined a regiment in Tennessee and participated in the Battle of Fort Donelson, where she sustained a foot injury that prompted her to return to New Orleans. In New Orleans, authorities arrested her and accused her of spying for the Union. While Velazquez avoided those charges, she was reprimanded for impersonating a man and eventually released. To rejoin the Confederacy, she traveled back to Tennessee and found the regiment that she originally commanded. Together, they fought in the Battle of Shiloh, where Velazquez experienced an injury that required medical attention. Doctors quickly realized that she was a woman, meaning this injury symbolized the end of her journey as a soldier.

Intent on contributing to the war effort, Velazquez once again served as a spy for the Confederate army, and she later wrote her memoir, The Woman in Battle: A Narrative of the Exploits, Adventures, and Travels of Madame Loreta Janeta Velazquez, Otherwise Known as Lieutenant Harry T. Buford, Confederate States Army. According to historians, the information in this text remains contested, though it certainly contains some historical merit.

Conclusion

These accounts illustrate a new reality of life during the Civil War. Yes, women overarchingly remained in the domestic sphere and occupied a lower position than men, but some individuals refused to conform. Private Sarah Rosetta Wakeman and Lieutenant Loreta Janeta Velazquez are just a couple of women who, despite their gender, greatly influenced the sociopolitical landscape of a country torn apart by war.

What do you think of female soldiers in the American Civil War? Let us know below.

Further Reading

https://www.smithsonianmag.com/history/the-women-who-fought-in-the-civil-war-1402680/

https://www.archives.gov/publications/prologue/1993/spring/women-in-the-civil-war-1.html

https://www.battlefields.org/learn/biographies/sarah-rosetta-wakeman

https://www.battlefields.org/learn/biographies/loreta-janeta-velazquez

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Alcohol was very important to Viking culture, and it was not uncommon for some people to drink every day. Here, Zack Ward tells us what alcohol the Vikings drank, the uses and prevalence of alcohol, and references in Norse Mythology and Sagas.

A Faroe Islands stamp depicting life in Viking times.

Most of the alcohol consumed by the people of Scandinavia in the Middle Ages consisted of ale, mead, and wine, with ale being the most common of the three. Beekeeping was not brought into the mainstream until the later part of the Viking Age, meaning for much of the period, mead would have mostly been enjoyed by the rich and ruling peoples. Ale at the time was made from barley, which was one of the staple crops. Barley could be eaten, as well as fermented, making it a very useful crop for the majority of people living in Scandinavia. Making ale from barley only requires yeast, gruit (a herb mixture used for flavoring beer) or hops, water, and malt, and the entire process only takes about a week.

Uses of Alcohol

Alcohol was a necessary component of feasts and various religious gatherings and sacrifices. During “entrepreneurial feasts” an abundance of alcohol and food was used to build and maintain friendships between groups as well as raise spirits during hard times. “Patron-role” feasts were a way for chieftains to show off their wealth and solidify loyalty from their followers. Large cult feasts took place in Uppsala in Sweden as well. Nearly every person in Sweden would attend these events every nine years which culminated in the sacrifice of nine of all kinds of living males, including humans, to the gods.

Alcohol was often used as an offering to the gods. Ibn Fadlan (a member of an embassy sent to the Volga River area by the caliph of Baghdad) detailed his encounter with a group of Rus (Vikings that had settled roughly in the Slavic territories) merchants. He wrote that immediately after arriving at the trading station, they gave an offering of bread, meat, onions, milk, and alcohol to a type of totem that symbolized Odin, and several smaller figurines that were likely images of the other gods. This was done in the hope that they would have their god’s help in selling merchandise.

Alcohol also played an important role in burial ceremonies before the mass conversion to Christianity in the area. Fadlan noted that when a rich man dies, his belongings were split into thirds, one-third for his family, one for his funeral garments, and one for the purchase of alcohol to drink on the day he was cremated. During the ceremony, he was placed in his ship with alcohol, food, several animal sacrifices, and his slave girls before they were all burned. The slave girl spent days preparing for the ceremony drinking, singing, having fun, and being waited on by two other slave girls. Before being killed, she would chant over two separate cups of alcohol, and then drink them both, which was only one step in a fairly complex funeral procession that mostly focused on her, and the tidings she would bring to her master upon their reunion.

Prevalence of Alcohol

Drinking was a daily activity for most of the people living in Scandinavia before the conversion to Christianity. The practice was so widespread that Fadlan went so far as to say that every Rus he met was addicted to alcohol. This statement carries inherent bias, being from a different culture, but it also means that their collective drinking habit was enough to leave an impression on a foreigner; an impression strong enough that he felt compelled to write it down and preserve it in his manuscripts.

References in Norse Mythology and Sagas

The Viking Sagas and Mythology are ripe with references to alcohol and provide insight into their attitude surrounding it. In the Volsung Saga, Borghild attempts to kill Sigmund by poisoning his ale. Sigmund’s father keeps taking the drinks because he is suspicious of Borghild’s intent, but after having his manhood insulted over and over for not drinking, Sigmund takes the ale and is killed. This shows that it was considered abnormal, or even shameful to deny alcohol at a feast.

Snorri’s Prose Edda gives several insights into the Norse people’s reverence for alcohol. In the story, The Fooling of Gylfe a giant named Utgard-Loke challenges Thor and his companions to prove their worth, and Thor chooses a drinking competition. He is handed a drinking horn and after three draughts he fails to empty it. Later it is revealed that the horn was connected to the oceans and that Thor had emptied so much that it created the tides. The Norse were seafaring people and had respect for the ebb and flow of the ocean. Thor was the everyman’s god and his hammer was one of the most widely used symbols of protection in their society. The connection between his love of drinking and the tides of the ocean speaks volumes about their feeling surrounding alcohol consumption.

The same story contains a description of Valhalla. It reveals that Odin does not require food. He gives his share of the daily feasts to his two wolves and instead lives entirely on wine. In this story, Ganglere asks Har if the people in Valhalla are drinking water and Har finds this laughable. He then explains that there is a she-goat that eats the leaves from the world tree Yggdrasill and that because of this she produces so much mead from her teat that every warrior in Odin’s great hall can drink as much as they want. This shows that the Norse believed a great man, one worthy of Valhalla, should be rewarded with as much food and mead as he wants. Not only are they promised alcohol, but mead in particular, which was a luxury item at the time, and a large step up from the ale that was consumed regularly.

What do you think of alcohol in Viking culture? Let us know below.

References

The Saga of the Volsungs. Translated by Jesse L. Byock. 1st ed. California: University of California Press, 2012.

Trans. Montgomery, James. “Ibn Fadlan and the Rusiyya.” Journal of Arabic and Islamic Studies. 3 (2000): 1-25.

Roesdahl, Else. The Vikings. Translated by Susan M. Margeson, and Kirsten Williams. 2nd ed. London: Penguin Books, 2016.

Serra, Daniel & Tunberg, Hannah. An Early Meal: A Viking Age Cookbook & Culinary Odyssey. Chronocopia Publishing AB, 2013.

Somerville, Angus, and McDonald, Andrew The Viking Age: A Reader. 2nd ed. Toronto: University of Toronto Press, 2014.

Sturluson, Snorri. The Prose Edda. Translated by Rasmus B. Anderson. Project Gutenberg, 2006.

Zori Davide, Byock Jesse, Erlendsson Egill, Martin Steve, Wake Thomas & Edwards, Kevin. “Feasting in Viking Age Iceland.” Antiquity Publications 87. (2013): 150-165.

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I was 12 when I went to my great-grandfather's grave in Anhui province, China. Buried under thick undergrowth, the stone coffin bespoke of age with discolouration and cracks. My mother told me that he was a hero, and I didn't know that until I saw the exhibition at a nearby pavilion, detailing his deeds.

Here Jiaxin Liu explains his family’s story amid the Second Sino-Japanese War.

Japanese troops in the ruins of Shanghai in 1937.

Born to a well-to-do family in 1919, my great-grandfather came of age when the Japanese invaded China during World War 2. The Chinese theater was brutal — the Japanese broke through Chinese defense with their technological prowess and committed some of the most unspeakable atrocities. The Yangtze region — where Anhui was situated — was quickly subjugated, and my great-grandfather became a personification of resistance as he led his forces in guerilla battles throughout the countryside. He threatened Japanese control, and a bounty of 8,000 yuan was administered for his capture, dead or alive. In 1942, my great-grandfather was betrayed, resulting in a protracted torture session that resulted in death. Refusing to surrender, my great-grandfather was strapped to the tiger chair, repeatedly whipped, and had his shoulder pierced by screws. It was a storybook sacrifice, and he was memorialized as a local martyr whose valor should be emulated by future generations.

Invasion

Tense relations characterized the war's prelude as a result of Japanese imperialist policy and weakening Chinese authority from civil strife. After controlling Manchuria, the Japanese launched a full scale invasion of China in 1937 after a skirmish at the Marco Polo Bridge. Beijing and Tianjin soon fell, and Chiang Kai-Shek—then leader of the Republic of China (ROC)—declared a full-on resistance movement. The Japanese responded by sieging Shanghai, where they encountered heavy air, sea, and naval opposition as the best Chinese troops were stationed there. Failing to achieve air dominance, the battle dragged on for 3 months until overwhelming Japanese firepower overtook the Chinese, who were often poorly equipped with small arms. Nanjing was next, where a brutal massacre of civilians revealed the utmost depravity of mankind. Yet, advances stalled as the Japanese had insufficient manpower to take over key inland cities such as Chongqing, and the mountainous terrain of Western China provided the natural setting for guerilla warfare as the Chinese decided to "trade space for time", engaging in a war of attrition. This was not easy—concurrently, the ROC were battling the Communists, and the temporary alliance of the Second United Front to fight against the Japanese was tenuous at best. My great-grandfather was under the Communist's wing, and there was little cooperation as he conducted raids on an independent scale. It was a messy period in China's history, one that was characterized by internal and external strife. However, like our nonchalance towards ongoing wars in Yemen and Ethiopia in comparison to the Russo-Ukrainian war, most modern audiences in the West are unfamiliar with this immense conflict. Behind Russia, China accrued the greatest number of war casualties, yet people only hear of Bulge and Dunkirk, not of Nanjing or Shanghai.

Animosities towards the Japanese ran deep after the "Asian holocaust" the Japanese committed in China, most notably expressed in the Rape of Nanking, where the Imperial Japanese Army massacred more than 200,000 civilians. Looting, rape, and mass burials were characteristic behaviours of the "Kill All, Burn All, Loot All" policy of Emperor Hirohito. My great-grandfather's death was a personal anecdote that revealed the ultra-aggressive militarism and coercion which dominated Japanese rule. Such hatred is entrenched—to this day, my grandmother is unable to shake off an innate disaffection towards the Japanese. The Second Sino-Japanese War has embedded deeply into the Chinese psyche. Being the last major foreign invasion to take place in contemporaneity, older generations can personally recount this "darkest age" of Modern Chinese history. In a wider context, it was a climatic coda to the Century of Humiliation — a period of foreign interference in Chinese affairs — that tore down a 5,000 year tradition of imperial dynasties. In a sense, the Second Sino-Japanese war ushered in the conscience of Modern China. China had to become a modern nation subscribed to the Western-centric international order, not a civilization that believed in its unequaled superiority of being the "middle kingdom of the universe". The brutal Japanese invasion was the latest in a string of wake-up calls that made the Chinese question their fall from grace. It was an unforgettable lesson.

Turning

By 1939, the tides had turned with Chinese victories at Changsha and Zaoyi. The aftermath of the victory left China's economy in shambles and civil war between the Nationalists and Communists continued. The Communists, who won the heart of the populace with their indefatigable tenacity of grassroots mobilisations, drove the Nationalists to Taiwan, and the conflict remains till today. Their dominance could not have been possible without the Sino-Japanese war, and the invocation of this pivotal event remains etched in state propaganda and TV shows.

The Chinese victory has recently passed its 77th anniversary on September 3rd. The newer generation worries more about housing prices and job opportunities rather than death by gunfire. To many of my younger cousins in China, Japan is viewed positively with its huge cultural influence of anime and manga. Times change, and so do perceptions. Yet, the horrors of war—while distant—materializes itself in those late-night conversations I had with grandparents. In their trembling tone, they narrated a life much different from ours: instead of seeking to thrive, they merely wished to survive. My paternal grandfather remembered peeking from behind a bush at a Japanese execution of the village elders. My maternal grandfather told me of air raids that seemed like armageddon. The war left an indelible mark on Chinese history, and even people like me, more than half a century after the war, can obtain a first-hand account. Its subtle influence should be preserved, and it is now my generation’s duty to remind posterity that peace is not an a priori condition we take for granted, but an outcome we should work towards.

What do you think of the impact of the Second Sino-Japanese War? Let us know below.

Biography

My name is Jiaxin, and I am currently residing in Singapore. I am passionate about history, especially cultural history, as well as interactions between civilizations. In my free time, I enjoy playing strategy games such as Europa Universalis IV, as well as playing sports and going to the gym.

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When it comes to philosophy, America relies a lot on the history of European philosophy - and for good reason, given the cultural heritage of the country. However, as the nation embarks on another round of collective soul searching, the South China Morning Post has suggested that the use of Asian philosophy, from China, India and Japan, could have a beneficial impact on a country like the US that is struggling with a sense of identity. Looking at how these ideas would benefit America is best considered through the history of the study, and how these philosophies reached American shores. Jennifer Dawson explains.

A depiction of Chinese philosopher Confucius.

Chinese philosophy and emotion

While eastern philosophy often rests on what China has to offer, one of the greatest western proponents of the practice, Alan Watts, actually started as a Buddhist historian. Alan Watts' writing and books focused on how eastern philosophy has a sense of principles and living life according to that, rather than goals such as career, earnings, family or social life. This has been of enormous comfort to Chinese and East Asian people for thousands of years, especially in the tough conditions that prevailed until very recent years - China only seriously industrialized from the 1980s. The BBC have charted the rise of the anti work movement, tied to disillusionment with the idea that career is everything. Chinese philosophy provides a different way to approach life, one that seeks to identify principles and live by them - everything else is secondary.

Looking to Japan

According to the Stanford Encyclopedia of Philosophy, Japanese philosophy may be one of the most intentionally well informed schools of thought anywhere in the world. The island has been subject to attempted invasions throughout its history and has had more Western influence since World War II. As a result, Japanese philosophy is at once similar to other regional practices, like Korean and Chinese, but is also very inclusive of western practices. This makes it a very modern, and very apt choice for western society. What does it teach? Japanese philosophy builds on the sense of having your own guiding principles and embraces the need for discipline to yourself and others, manifested through kindness and balance.

India’s ancient roots

The term ‘Indian philosophy’ is something of a misnomer given the staggering diversity of India and the wider subcontinent. However, that diversity of religion - between Theraveda Buddhism, Hinduism, Sikhism, Islam and Vajrayana - has given rise to a deep and important set of philosophical teachings. Indian philosophy has seen a huge growth in interest in recent years, especially in the western new age movement, with teachings related to Samkhya. According to analysis by General.com, this is the theory that the entire world stems from the self - and is similar to the western dualist philosophy of mind and body.

As it happens, many of the principles of eastern teaching that are relied on today actually have a lot to owe to western interaction. Building a graduated approach in this manner is a great way for learners to build their own sense of self.

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Sir Thomas More (1478-1535) was influential during the reign of King Henry VIII of England. During his reign he held many influential positions, and also wrote the classic book Utopia, published in 1516. In the book he discusses an ideal - utopian - model of society. Ezra Cox explains.

An illustration for the first edition of Utopia in 1516.

The book Utopia, otherwise known as “a little, true book, not less beneficial than enjoyable, about how things should be in a state and about the new island Utopia”, is a monograph which is a work of fiction and a socio-political satire. The monographs author is Sir Thomas More. More was an important statesman, lawyer, and humanist under the rule of King Henry VIII. More is widely known for his refusal to take the Oath of Supremacy, the oath that made the King the supreme head of the church, and this had More summarily executed for treason as More was a devote Catholic.

Regarding the monograph's time of completion, More published the book in 1516. Furthermore, More’s reason for publishing Utopia has been theorized by numerous historians. For instance, in historian J.H Hexter’s book About Utopia, Hexter argues that “More wanted his readers to take seriously the community of life and property that he ascribed to the commonwealth of the Utopians”(1), while David M Bevington argues that More created two personas to say different sides of the usefulness of Utopia as a state and how Utopia can be a blueprint for a nation.(2) Bevington argues that the character Raphael Hythloday’s “platform is the common ownership of property and specifies that Hythloday refuses to concede the feasibility of gradual reform”.(3), and More’s persona argues in favour of gradual changes within practical politics.(4) The two arguments from Hexter and Bevington comment upon the topic of Tudor society. The two arguments correlate as Hexter and Bevington speak of no property and More’s intention to spread the way of living in his Utopia. Whereas the targeted audience could be Henry VIII, as More addressed the greatness of Henry at the beginning of Utopia, “Henry VIII, the unconquered King of England, a prince adorned with all the virtues that become a great monarch”.(5) The praise for Henry and More’s creation of two personas in his monograph demonstrates how More did not want to be seen as criticising his King but the two personas gave him some leeway into delivering his thoughts on a ‘perfect state’.

Civic humanism

More’s Utopia is a useful and important piece of fiction because it explores ideas of civic humanism. Civic humanism is a form of republicanism that involves the fusion of political engagement with classical learning.(6) The first instance of More’s humanism comes from when his Greek and most important character Hythloday utters that “Rome did not leave anything important besides the writings of Seneca and Cicero”.(7) Secondly, More’s Utopia has several references to Plato’s imaginary republic.(8) The monograph illustrates a perfect republic, in which its society is equal, there is no King or Emperor, no private property and no individual cares about the need for wealth or riches. This idea at the time is similar to an alien-like nation because, during the sixteenth century, the majority of nations were controlled primarily by their King. Hence More’s political thinking and thoughts on politics at the time can be attributed to a conversation between Hythloday, persona More and Peter Giles. Hythloday says, “Friends should not expect that for their sake I should enslave myself to any king whatsoever”.(9) Peter articulates, “I do not mean that you should be a slave to any king, just so you can assist them”, Raphael “The change of the word does not alter the matter”.(10) The small conversation taken from More’s Utopia puts into reference More’s political awareness at the time. More had meant that any advisor to a King would be a slave as no King would listen to proper reason. This could have been More’s thoughts on becoming an advisor and future chancellor under Henry as More had already stated in his monograph that “each King has many wise men in his ear”.(11)

Additionally, More’s idea of no private property and equality in society can be likened to the idea of Communism. More’s book and name invoked the support of the Soviet states, as well as in support of the anti-communist position of the papacy as stated by Bevington.(12) As well as Brendan Bradshaw's quote “Utopia is not simply an imaginative reconstruction of society as it might have been in a state of perfect nature, it is rather More’s conception of how a just society could be created, human nature being what it is”(13), both Bradshaw and Bevington interpret how More conceived the idea of a perfect and equal state but Bevington argues how Utopia has been viewed through time as its ideas have linked with modern-day communism. This is because communism as an ideology reiterates the need for no private property and no social order. Thus, More’s Utopia is a key piece of literature because it can be used and read for its ideas of a republic that would not be seen in Europe until the twentieth century.

More’s theory of a perfect state in Utopia has been contested and compared in other contemporary monographs, such as Sir Thomas Smith’s De Republica Anglorum. A major similarity between More and Smith's works is the displacement of a King or ruler. Smith explains the “Continuance of rule, from the kings of Rome to the consuls, to the triumvirates, to the direct rule of Scylla and Caesar”(14), and “For the usurping of the rascality can never long endure but necessarily breadth and quickly bring forth a tyrant”.(15) Whilst Smith remarks how a ruler would eventually become a tyrant or dictator, in More’s Utopia there is no King but a Prince who does not have control and would be removed from office if he tried to control the populace of Utopia.(16) A contrast between Smith and More is how Smith sees the family in a commonwealth - he argues how women would take care of the family whilst the husband would be the main breadwinner.(17) More inversely remarks that men, women, and children would be accustomed to agriculture, therefore women have a role that would contribute to society.(18) The two monographs have interesting comparisons and were completed at similar times. As for Smith’s opinion on women, he was not in favour of the other sex and thought they should not meddle in affairs of government and ought to remain at home to take care of the home.(19)

What do you think of Thomas More’s Utopia? Let us know below.

Bibliography

Smith, Thomas Sir, De Republica Anglorum, a discourse on the Commonwealth of England (London, 1583).

More, Sir Thomas, Utopia (London, 1516).

Hexter, J. H, ‘Intention, words, and meaning: The Case of More’s Utopia’, New Literary History vol 6, no 3, History and Criticism: II (1975), 529-541.

Fokkema, Douwe, ‘The Utopia of Thomas More’, Amsterdam University Press (2011), 31-48,

Caudle, Mildred Witt, ‘Sir Thomas More’s “Utopia”: Origins and Purposes’, Social Science vol 45, no 3 (1970), 163-169.

Bradshaw, Brendan, ‘More on Utopia’, The Historical Journal vol 24, no 1 (1981), 1-27.

Bevington, M. David, ‘The Dialogue in “Utopia”: The Two Sides to the Question’, Studies in Philology vol 58, no 3 (1961), 496-509.

References

1 J.H Hexter, ‘Intention, words, and meaning: The Case of More’s Utopia’, New Literary History vol 6, no 3, History and Criticism: II (1975), 529-541 (534).

2 David. M Bevington, ‘The Dialogue in “Utopia”: The Two Sides to the Question’, Studies in Philology vol 58, no 3 (1961), 496-509 (496).

3 Bevington, ‘The Dialogue in “Utopia”: The Two Sides to the Question’, 496.

4 Bevington, ‘The Dialogue in “Utopia”: The Two Sides to the Question’, 496.

5 Sir Thomas More, Utopia (London, 1516), 1.

6 Mildred Witt Caudle, ‘Sir Thomas More’s “Utopia”: Origins and Purposes’, Social Science vol 45, no 3 (1970), 163-169 (164).

7 More, Utopia, 2.

8 Douwe Fokkema, ‘The Utopia of Thomas More’, Amsterdam University Press (2011), 31-48 (32).

9 More, Utopia, 5.

10 More, Utopia, 5.

11 More, Utopia, 8.

12 Bevington, ‘The Dialogue in “Utopia”: The Two Sides to the Question’, 496.

13 Brendan Bradshaw, ‘More on Utopia’, The Historical Journal vol 24, no 1 (1981), 1-27 (5).

14 Sir Thomas Smith, De Republica Anglorum, a discourse on the Commonwealth of England (London, 1583), 12.

15 Smith, De Republica Anglorum, a discourse on the Commonwealth of England, 12.

16 More, Utopia, 8.

17 Smith, De Republica Anglorum, a discourse on the Commonwealth of England, 22.

18 More, Utopia, 10.

19 Smith, De Republica Anglorum, a discourse on the Commonwealth of England, 19.

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The Industrial Revolution was a time of great change in America, and it had many important and lasting impacts. Here, Andrew Kim considers some of the most important themes: inequality, the power of big companies, and gender issues.

A Ford Model-T assembly line in the early 20th century.

After the Civil War came the Industrial Revolution, which changed the way that America functioned in many ways. Before this time period, the majority of Americans lived more localized lives, producing much of their own food and goods. However, with the rise of industrialization, people began moving away from farms and into cities. Along with the rise of industrialization came the rise of big corporations and businesses, which took advantage of people working these new factory jobs. People were paid little and had very poor working conditions. Because pay was so low, many women and children also worked in these factories. This led to the emergence of reform movements to improve the quality of American life. By 1920, these movements achieved better working conditions for the working class, supervision of business typhoons, and monumental strides in women’s rights.

Inequality

With the rise of industrialization came the growing gap between the rich and poor. While the rich indulged in elaborate and excessive riches, the working class suffered some of the worst living and working conditions. The Jungle, by Upton Sinclair, detailed these awful working and living conditions through the experiences of a man named Jurgis, who worked in a meat packing factory. Almost everyone in Jurgis’s family was forced to work, often from early morning to late at night in hazardous conditions without any breaks. Clara Lemlich, also an author and women’s rights activist, brought attention to this issue in an article she wrote about the conditions of a shirtwaist factory, stating that the young girls that worked there would work a total of 13 hours with only a half an hour break. Under these working conditions, it is no surprise that many people died in factories. And not only were these working conditions terrible, but after work, many people would come home to poor living conditions as well, furthering mortality rates. Jacob Rilis, a Danish-American journalist and social activist, documented these poor living conditions in a photograph he took of two newsboys sleeping fully clothed on the ground of the pressroom where they worked. In the end, these people and countless other reformers and activists would bring enough attention to the issue to bring about reform laws for workers, including minimum wage, industrial accident insurance, child labor restrictions, and improved factory regulation.

Industrialization also made big companies extremely influential and powerful, and they were often able to avoid regulation by the government, often by making deals with corrupt government officials. Andrew Carnegie, a mogul of the steel industry, negotiated a deal with the railroad companies in order to lessen transportation costs, which angered farmers. Many people saw how corporations could influence the government and were motivated to do something about it. People began advocating that railroads and banks be operated by the government instead of private corporations, because they were services of the people, and not big businesses. Reformers used many different methods to limit the power that corporations had over the government including referendums, primary elections, and recalls. Eventually in 1913, the 17th amendment was passed, stating that each state would have 2 senate votes, and each senator could hold office for six years. Because of the efforts of the reformers and activists, people were able to regain their voice in government and prevent corporations from taking over.

Gender

In the late 1800s, there was a big inequality gap between men and women; women lacked the human rights that men had, and were treated as lower than men. Women were not allowed a voice in almost every aspect of life, from government, to home life, to religion, to education. Elizabeth Stanton, a women’s rights reformer, advocated for women's rights by detailing the limitations women faced in the Declaration of Sentiments in 1846, which was largely ridiculed after its release. However, by the 1900s, the purposes and plans of the National Women’s Association were represented by 26 states, and in places like Alabama, more and more women sought an education, as written in the Southern Workman, monthly journal published by the Hampton Institute Press. In the 1920s, women celebrated a huge victory with the signing of the 19th Amendment, which legalized women’s suffrage.

The Industrial Revolution was a time of great change in America. With the tremendous growth of large corporations and subsequent government corruption came the necessity for regulation and reform for the protection of the rights of the American people, which perhaps brought to light the question of women’s rights. These movements certainly shaped the trajectory of American society for years to come, and also made way for future revolutions and reform, including the Civil Rights Movement.

What do you think of the American Industrial Revolution? Let us know below.

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Throughout history, the idea of using fake cures to prevent and treat disease has thrived on the fears, vulnerabilities and a lack of scientific knowledge of the public. A quack doctor was historically a figure intending on deceiving their customers and patients, for profit, with no skill, knowledge or equipment of the medical world, but claimed their wares could cure and treat illnesses. The reasons why these fake and unreliable treatments thrived are not as clear-cut as it appears. For example, some individuals today may seek out these quacks after desperation from not gaining support from medical professionals, their religious beliefs or superstitions and curiosity for less clinical treatments for their conditions.

Amy Chandler explains.

The Quack Doctor, a 17th century painting by Jan Victors.

The Coronavirus (COVID-19) pandemic is no exception to the rise of quack cures, treatments and ways to prevent catching the virus. Despite our society's advancement in medicine, science and technology, the same human fear and vulnerabilities prevail, such as a desire to take control of the situation. Many quack theories emerged during the pandemic suggesting drinking hot water and lemon or smoking as effective prevention. This article explores the rise of quack doctors throughout British history, with a particular focus on eighteenth-century medicine, and its impact on public health.

The rise of fake doctors and medicines

During the eighteenth century, the prospects of surviving over the age of forty for many poor and working class individuals were low. Treatments and surgery were dangerous and painful, especially with no antiseptics and anaesthetics. The rise of the industrial revolution in Great Britain, 1750 to 1850, caused a large number of people to travel to major cities like London to find better employment and improve social status. However, the reality was depressing, poverty-stricken and disease-ridden. Diseases including cholera, typhus and smallpox made death a regular occurrence. Many women did not survive childbirth due to infection and unsanitary hospitals, and if the child did survive birth, it was estimated that one in five infants died before their second birthday.(1) The streets in London were filled with rubbish, rotting food, rats and fleas, contaminated drinking water and poor living conditions that contributed to high mortality rates. Medical knowledge during this time focused on Hippocrates’ theory of the Four Humours and was later expanded by Galen. This theory suggested that the human body had four elements connected to the seasons. The elements were blood, yellow bile, black bile and phlegm. A healthy lifestyle and body meant these elements were in balance, and unbalanced humours caused illness because the body had too much of one humour. Treatments for unbalanced humours included bloodletting. Furthermore, the access to medical treatments provided by doctors was expensive for the working classes, meaning many poorer individuals resorted to consulting barber-surgeons for treatments, such as pulling teeth, amputation and blood-letting through leeches. Due to these dangerous and unsuccessful treatments, many poorer members of society would seek other forms of treatment. The rise of self-treatment and traditional remedies from apothecaries created an opportunity for quack doctors to provide miracle, cure-all medicines.

The reaction throughout Europe towards quack doctors, 'quackery' as many referred to the practice, was mixed and resentful amongst professional medical doctors, who valued science rather than superstition. Many members of the general public were quick to be drawn into the allure of quack cures and lacked the knowledge to condemn them as fake. The Buckingham Express, 1892, reported riots in Russia by peasants who attacked Russian doctors who were medically trained and favoured the quack doctors instead. This report suggested the reaction of the peasants to show “clear widespread superstition in the country” that felt more comfortable with spiritualism rather than science. An example of a popular cure for fever was called “frogs and fright” and it was said that it was unknown if this method killed more than cure, but “it has its advantages, as it must do one or the other”.(2) This is an example of medicines and treatments not having scientific evidence but still having an impact by coincidence or a psychosomatic effect.

Furthermore, an account by Mr G A Brine, reported in the Charity Organisation Reporter, 1875, described his employment as an assistant to a quack doctor. Brine met the unnamed ‘doctor’ when sharing the same accommodation and asked if he was willing to "easily earn a couple of shillings".(3) Brine, being a “pauper in Sherborne workhouse”, accepted this offer gratefully, without much thought of what the work entailed. The next day Brine and the elusive ‘doctor’ visited the marketplace in the afternoon while the doctor was selling “virtues of his infallible medicines”, Brine played an important role in this performance to help sell the medicines. Brine was given money by the vendor to pretend to purchase “half-a-dozen boxes of the pills” and announced that he and others had “derived immense benefits from their use” and claimed he could never be without this medicine.

This account of what it was like to work with a fake doctor highlights that it's not just the customers who are fooled into buying fake medicine, but those who were involved in the practice. Accomplices are motivated by money and the disadvantages of their socioeconomic living and working conditions. Brine is an example of an individual who worked in a workhouse, was poor and had no means of gaining money or moving beyond his social status. The allure of this mystery quack doctor offered Brine a way to earn decent money and survive at the expense of the customers. While Brine takes no responsibility for his involvement in fooling the general public, he described his involvement as a “tool at the hands of others”.(4) This idea emphasises how the key to success for many ‘doctors’ was the way they manipulated the public and played on their fears, vulnerabilities, socioeconomic situation and lack of knowledge, as a performance that drew others into the lie.

Brine was employed in the business and earned a substantial wage from his role in selling at the marketplace and collecting the ingredients for the pills and medicines. These pills were ready-made and coated with finely ground sugar and flour, dried and placed in ready-made pillboxes. This concoction was marketed as ‘American Sugar Coated pills’ containing vegetables and did not contain mercury or other poisonous substances that medically trained doctors prescribed. In some ways, the fake medicine was less dangerous than some professionally prescribed pills, as it did not contain substances like mercury. The quack doctor was skilled enough to fool various villages across England but was a “greater fool” than Brine, as he “could not read a paragraph in a newspaper, and could scarcely write his own name”.(5) This observation by Brine praises how despite having no formal education, there was skill in seeing an opportunity to benefit them.

Successful quack doctors

Many quack doctors throughout history have been called out for their fake cures and lack of medical qualifications, while a few have successfully managed to fool royalty with their miracle cures. The performance of a quack gained advantageous alliances, such as the press, with many selling their concoctions on press property and sharing the profits.(6)

Other quack doctors used the press to advertise their miracle drugs, such as Chevalier Ruspini in 1826. Historians have discovered that Ruspini was trained as a surgeon but decided to branch off into dentistry in 1758, but dentistry was not seen as a respectable career. Ruspini created an image as a surgeon dentist specialising in treatments for illnesses relating to teeth and gums. Ruspini printed an advertisement in the Public Ledger and Daily Advertiser on 31 May 1826, which “begs to inform the Nobility, Gentry and the public that he [Ruspini] has appointed Mr Charles Butler […] agent for the sale of his medicines”.(7) This treatment was called “Dentifrice and Tincture for beautifying and preserving the teeth and gums, and fastening those teeth that are loose”.(8) The advertisement also continues by suggesting the authenticity of the product is only guaranteed by Ruspini’s name engraved onto the government stamp attached to each bottle. It is ironic that Ruspini was concerned about fake and counterfeit versions of his medicines, but implied that customers should be wary of buying fake goods. While Ruspini is regarded as completing medical qualifications, he blurs the truth with embellishments to disguise his dentistry with surgery.

In comparison, Doctor Joshua Ward, in 1733, built a reputation as a noble and miracle curer of all ailments and had a brief career in politics as an MP. Early in Ward’s career, he moved to work in Paris and developed his popular and successful Ward’s Pills and Ward’s Drops, which caused harmful side effects, such as violent sweating.(9) By 1733 he returned to England and created the successful and popular ‘Friar’s Balsams’. Due to Ward’s success, he became a recommended figure among high-ranking officials such as Lord Chief Justice Reynolds and General John Churchill. Ward’s credibility became secured when King George II sprained his thumb and called upon Ward for the “purpose of setting his majesty’s sprained thumb”.(10) It is uncertain whether Ward’s medicines were effective, but while he was attending to King George II, the King recovered, and this secured Ward’s reputation as a doctor and acquired wealthy patients. There are reports that Ward was awarded the thanks by the House of Commons and was given permission to drive his carriage through St James’s park. Endorsement from the King protected Ward from public criticism from the college of physicians.(11)

The Victoria and Albert Museum (V&A) in London displays a statue of Ward in their collection. This statue housed in the V&A was for Ward’s grave located at Westminster Abbey, and after his death in 1761, he was given an ostentatious funeral.(12) Ward’s legacy as a successful doctor overshadows the truth behind his fake cures with generally lethal side effects, but he is also noted for his philanthropic nature, such as building hospitals for the poor and generous financial donations.(13)

Parliamentary reaction

Parliament in Great Britain during the eighteenth century attempted to regulate and prevent toxic medicines from being sold to the general public by quack doctors and medically untrained merchants. As the selling and advertising of toxic, fake medicines became more frequent, Lord John Cavendish, Chancellor of the Exchequer, decided to pass the 1783 Medicine Stamp Duty tax to regulate the medicine trade by unqualified entrepreneurs and raise money.(14) This tax required all medicine sellers to purchase an annual licence, and a stamp to be attached to the packaging to show the duty had been paid. Specific groups were exempt from paying duty and licences, for example, respected professions, such as surgeons, military medical professionals and physicians. However, this tax targeted the individual that sold the medicine rather than the harmfulness of the product. This tax also did not produce as much revenue as predicted. In 1875, the tax was redefined and required every medicinal seller to pay tax on medicine, regardless of status and qualifications, and specific ingredients were taxed more than others.(15) This Act was a start toward regulating the work of quack doctors, but it would take many more centuries until the stricter regulation of medicine.

Conclusion

In conclusion, the rise of quack medicine claimed to cure all, prevent and treat disease, reached a peak in the eighteenth and early nineteenth century. Parliamentary action to regulate and manage the growing number of opportunists and entrepreneurs, who fooled the general public with their performance and allure of the exotic. The success of many quack doctors was the mystery, price and feeding on fears, vulnerabilities and lack of medical and scientific knowledge of the customer and patient. Furthermore, the accessibility of these fake medicines claiming to cure, prevent and treat all diseases was easy to access through marketplaces and shops instead of the path of a physician’s advice and prescription. The cost of a physician was not always accessible to the working and poorer classes, but the opportunity for self-treatment with miracle cures held a lot of appeal. In society today, the regulation of medicine and who can prescribe these are much stricter and ensures the health and safety of the patient. However, there are always opportunities for fake and ineffective products to surface and requires the consumer to be aware of what they buy.

What do you think of quack doctors? Let us know below.

Now read Amy’s article on the Great Stench in 19th century London here.

References

1 M. White, ‘Health, Hygiene and the rise of ‘Mother Gin’ in the 18th Century’, 2009, British Library < https://www.bl.uk/georgian-britain/articles/health-hygiene-and-the-rise-of-mother-gin-in-the-18th-century >[accessed 1 October 2022].

2 Buckingham Express, ‘Quack Cures’, Buckingham Express (20 August 1892).

3 G. A. Brine, ‘ Confessions Of A Quack Doctor’, The British Medical Journal, vol. 2 (1875),pp.111-112.

4 Ibid.,p. 112.

5 Ibid.,p. 112.

6 A. Teal, ‘The art of medicine - Quacks and hacks: Georgian medicine and the power of advertising’, The Lancet, vol. 383 (2014),p.404.

7 ‘Chevalier Ruspini’s Medicines’, 31 May 1826, Public Ledger and Daily Advertiser.

8 Ibid.

9 Science Museum Group, ‘Joshua Ward 1684 – 1761’, 2022, Science Museum Group < https://collection.sciencemuseumgroup.org.uk/people/cp119760/joshua-ward >[accessed on 23 September 2022].

10 W. Sydney, England and the English in the eighteenth century (London, Ward & Downey, 1891), p,309.

11 Ibid.

12 Westminster Abbey, ‘Joshua Ward’, Westminster Abbey, 2022 < https://www.westminster-abbey.org/abbey-commemorations/commemorations/joshua-ward >[accessed on 23 September 2022].

13 Science Museum Group., op.cit.

14 C. Stebbings, ‘Chapter 8: Tax and Quacks: The policy of the Eighteenth Century Medicine Stamp Duty’ in: Tiley J, ed., Studies in the History of Tax Law, vol. 6 (Oxford, Hart Publishing, 2013) < https://www.ncbi.nlm.nih.gov/books/NBK293691/ >.

15 Ibid.

Bibliography

‘Chevalier Ruspini’s Medicines’, 31 May 1826, Public Ledger and Daily Advertiser.

Brine, G. A. ‘ Confessions Of A Quack Doctor’, The British Medical Journal, vol. 2,no.760, July., 1875, pp. 111-112.

Buckingham Express, ‘Quack Cures’, Buckingham Express (20 August 1892).

Science Museum Group, ‘Joshua Ward 1684 – 1761’, 2022, Science Museum Group < https://collection.sciencemuseumgroup.org.uk/people/cp119760/joshua-ward >.

Stebbings, C. ‘Chapter 8: Tax and Quacks: The policy of the Eighteenth Century Medicine Stamp Duty’ in: Tiley J, ed., Studies in the History of Tax Law, vol. 6 (Oxford, Hart Publishing, 2013) < https://www.ncbi.nlm.nih.gov/books/NBK293691/ >.

Sydney, W. England and the English in the eighteenth century (London, Ward & Downey, 1891).

Teal, A, ‘The art of medicine - Quacks and hacks: Georgian medicine and the power of advertising’, The Lancet, vol. 383, Feb., 2014,pp. 404-405.

Westminster Abbey, ‘Joshua Ward’, Westminster Abbey, 2022 < https://www.westminster-abbey.org/abbey-commemorations/commemorations/joshua-ward >.

White, M. ‘Health, Hygiene and the rise of ‘Mother Gin’ in the 18th Century’, 2009, British Library < https://www.bl.uk/georgian-britain/articles/health-hygiene-and-the-rise-of-mother-gin-in-the-18th-century >.

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History is everywhere - even in ghost stories. Every town has their local tales of ghostly happenings. They are passed on from person to person through generations. Many cities have ghost tours that squire people around to buildings, homes and parks in their area. These tours tell of paranormal activity and strange experiences. Everyone loves to be scared a little. But behind all ghost stories is history. The history of real people, real places and real events.

Ghost tours are a great way to learn local history that may not be in history books or even on the internet. Whether you believe in ghost stories or not, there is so much history to be gleaned from them. This history can allow us to see our cities with new eyes. Here are five American towns and some of their haunted history.

Angie Grandstaff explains.

Ichabod pursued by the Headless Horseman, a depiction from the 1820 book The Legend of Sleepy Hollow by Irving Washington.

The Oldest City - St. Augustine, Florida

Facts about St. Augustine:

  • It was the first permanent European settlement in America. Established in 1565
  • It was burnt to the ground by Sir Francis Drake in 1586 but was rebuilt
  • The Castillo de San Marcos was a fort constructed in 1672 to help defend against attacks
  • It is the home of the oldest wooden schoolhouse in America

The oldest city has many local ghost stories. Its black and white striped lighthouse is supposedly haunted by several specters. The St. Augustine lighthouse opened in 1874. Many caretakers lived and worked here. This historic lighthouse has many spooky stories associated with it including a man seen walking up and down the spiral staircase. He is dressed in a blue jacket and mariner’s cap. Visitors say they smell cigar smoke although it is a smoke free building. Some people think it is either lighthouse caretakers, William Russel or Joseph Andreu. Joseph Andreu fell to his death while painting the lighthouse in 1859. A woman has been seen by visitors on the catwalk looking down. Locals say it is the ghostly specter of Andreu’s wife looking at where her husband’s body must have lain after his deathly fall. His wife, Maria Mestre de Los Dolores, took Joseph’s job after he died. She was the first woman to serve in the Coast Guard and the first Hispanic American woman to command a federal shore installation. This was a huge achievement at the time.

The Casablanca Inn, formerly The Matanzas Hotel, is a historic hotel with a waterfront view and ghostly residents. Many locals and visitors have reported seeing a female apparition waving a lantern or just a waving light at night in a window or on the roof. The story behind this starts in the early 1900’s. The Casablanca Inn was a popular hangout spot for smugglers. A Ms. Bradshaw owned the hotel and was struggling to stay afloat during Prohibition. So, she took advantage of her smuggler connections and her prime location near the ocean to make some money. Ms. Bradshaw worked with bootleggers by giving them a place to store their illegal alcohol and being their local lookout. She would wave a lantern at a window on the second floor at night to signal bootleggers. This would let them know the coast was all clear for them to come ashore with their illegal spirits. This Inn saw several dangerous characters and shady happenings. A woman, possibly Ms. Bradshaw herself, and a child have been seen floating around the Inn. There are other stories of disembodied voices and misty fogs from customers and staff.

Historic Harbor Town - Charleston, South Carolina

Facts about Charleston:

  • It was named Charles Town after King Charles II
  • It is estimated that 40% of enslaved Africans arrived in North America through Charleston’s harbor
  • It was devastated by an earthquake in 1886
  • It is nicknamed the Holy City for its tolerance of all religions

Charleston has spooky happenings all over the city particularly in its oldest building, The Old Exchange. There are many accounts of hearing screams and moans of pain coming from the bottom floor of this building. Chains still on the walls of the bottom floor have been seen to swing on their own. The sound of clinking chains has been heard by visitors and workers. Ghostly apparitions in Revolutionary War clothes have been seen roaming the building. There must be some interesting history behind these stories. The Old Exchange was built in 1771. It served as a public marketplace and custom house. Slave auctions were held here as well. So, what happened on the bottom floor of this building? Turns out it was used by the British during the American Revolution as a prison and was known as the Provost Dungeon. Prisoners were chained to the walls and left to die. Conditions were horrendous and prisoners were treated cruelly. Many prisoners waited for their execution in this dungeon including pirates and Revolutionary War traitors. The infamous Stede Bonnet, a gentleman pirate, was captured and held with his crew in this prison until their executions.

Charleston had another prison called the Old City Jail. This jail was built in 1802 and was used until 1939. Among its prisoners were pirates, Civil War prisoners and a woman considered the first female serial killer in America, Lavinia Fisher. Fisher and her husband John owned a local inn. They drugged and murdered travelers who stayed with them. Husband and wife were eventually convicted and spent their final days in the Old City Jail. Lavinia went to the hangman’s noose reportedly saying, “If you have a message for the devil, give it to me and I’ll carry it”. Many inmates died in this jail from mistreatment, disease and starvation. Not surprisingly, there have been stories from visitors and locals about strange happenings. Stories about objects moving, whispering voices and slamming doors are just the beginning for this jail. When the building was closed for renovation in 2000, workers encountered a ghostly jailer who ran at them before disappearing and footsteps in the dust of a sealed off area.

The Legendary Sleepy Hollow

Facts about Sleepy Hollow:

  • It has a long history dating back to the 1600s
  • There have been witches, mad monks, Revolutionary War traitors and pirates connected to this little village
  • The great American ghost story, The Legend of Sleepy Hollow, written by Sleepy Hollow resident, Washington Irving
  • The Sleepy Hollow Cemetery is the final resting place for many historical figures such as Andrew Carnegie, Washington Irving, Elizabeth Arden, Rockefeller family members and the Queen of Mean Leona Helmsley

This sleepy Dutch village is the home of the Headless Horseman and a spooky cemetery. One of the cemetery’s spookiest residents is the Bronzed Lady. Locals have many tales involving the bronze statue of a woman who sits outside the mausoleum of Samuel Thomas. Many believe the Bronzed Lady can curse you if you touch her. She has been heard weeping by many. Some residents have stories of touching her face and feeling wet tears. The history behind these ghostly encounters starts with millionaire and Civil War General, Samuel Thomas. Thomas died in 1903 and was laid to rest in a mausoleum in Sleepy Hollow Cemetery. His widow, Ann, wanted something to place outside the mausoleum to further commemorate her husband’s life so she commissioned sculptor, Andrew O’Connor Jr., to create a bronze sculpture. The sculptor created a huge bronze statue of a woman sitting. Ann felt the woman’s face was too sad and downcast. She asked for something happier. O’Connor created a new head which pleased Ann but the temperamental artist smashed it to pieces and used the original more downcast head. The sculpture was still placed outside her husband’s mausoleum.

Another historic haunt is Sunnyside, the home of Washington Irving. It is visited by thousands of tourists every year. Irving moved into this home in 1835. He was America’s first celebrity author, and his home was in magazines and guidebooks while he lived there. His four nieces lived with him and ran the household. This home saw many notable visitors and lively meetings with Irving and his literary friends. Irving died at Sunnyside in his bedroom in 1859. Visitors and workers have claimed to witness paranormal activity in the house and on the grounds. There have been photographs taken with ghostly images appearing in them. Visitors have said they felt pinched while touring the house and ghostly apparitions of young women have been seen tidying the home. Could these young women be Washington’s nieces?

Georgia’s Oldest City - Savannah, Georgia

Facts about Savannah:

  • Savannah became the first planned city. It was laid out in a grid pattern with wide streets and public squares
  • Savannah has been devastated by several fires and yellow fever epidemics
  • The Girl Scouts were founded by Savannah resident, Juliette Gordon Low
  • The famous bus stop scene from the movie Forrest Gump was filmed in Savannah

One of Savannah’s oldest buildings is The Pirate House. It is now a busy restaurant but it started as an inn and tavern built around 1753. The inn was frequented by pirates. There are tales of underground tunnels that led to the Savannah River. Pirates supposedly kidnapped drunk men and forced them into service as crew members on their ships. This inn was so famous for its pirate clientele that author Robert Louis Stevenson used it as a setting in his book, Treasure Island. There are many accounts of ghostly apparitions moving through the building. Visitors post pictures online of these ghosts looking out through the windows. Employees have seen the ghost of a menacing sailor and hear footsteps when they are alone in the building.

Savannah has a couple famous cemeteries including the Colonial Park Cemetery. It is the oldest in the city established in 1750. It is called the most haunted place in the city. Reports of mysterious sounds, shadowy figures, green mists and a man hanging from a tree have been given by locals and visitors. What is the history that could lead to these eerie tales? This cemetery has many mass graves from those times when yellow fever hit the city. Savannah dealt with many yellow fever epidemics because of the swampy areas that were breeding grounds for the mosquitos who transmitted it. Another spooky aspect of this cemetery is the fact that voodoo cemeteries were held there at night. Human bones would sometimes be used in these ceremonies which makes a cemetery ideal as a setting. The hanging man apparition may be Rene Rondolier who supposedly lived in Savannah during the early 1800's. Rondolier was accused of murdering a young girl and was lynched by locals in the Colonial Park Cemetery in 1821.

Queen City - Cincinnati, Ohio

Facts about Cincinnati:

  • It was known as the “Queen City of the West” because it served as a stopping point for many settlers heading West
  • It was also known as “Porkopolis” because it was a major pork processing center in the early 1800s
  • In 1880, there were 1800 saloons in the city
  • It has three miles of an abandoned subway beneath its streets

Cincinnati has many haunted places including the beautiful Eden Park. This park started as a vineyard but was bought by the city in 1869. The lands held a reservoir for the city at one point and a famous gazebo was built there in 1904. There are several stories from locals about seeing a ghostly female dressed all in black around the gazebo and nearby Mirror Lake at dawn or dusk. Photographs showing a shadowy figure have been shared. What could be behind the woman in black? Many think the woman in black is Imogene Remus. Imogene was the wife of George Remus, the King of Bootleggers. George was a former lawyer who created a very successful bootlegging operation in Cincinnati until he was arrested for tax evasion in 1925. While George was in prison, Imogene filed for divorce. After his release the couple headed to court on October 6, 1927. George had his cab follow Imogene’s car and drove her off the road in front of the gazebo in Eden Park. Imogene and her daughter were in the car. George fatally shot Imogene. George represented himself in court and successfully used the plea of temporary insanity.

The Cincinnati Music Hall was built in 1878. This Victorian Gothic style building is the musical center for the city and is known to be one of the most haunted buildings in America. Security guards, conductors and other employees have given many accounts of paranormal activity. Soldiers have been seen walking around as well as children in period dress. Music is heard playing in the middle of the night along with doors opening and closing, knocking throughout the building. What happened here that would lead to all these stories? It turns out the land that the Music Hall is built on was once the grounds for a Lunatic and Orphan Asylum as well as a ‘plague house’ with a pauper’s cemetery attached. A plague or pest house was where those afflicted with communicable diseases were treated. The plague house was moved and a military hospital was established during the Civil War. Whenever this land has been excavated or building renovated hundreds of pounds of human bones have been unearthed. The most recent renovation in 2017 led to the discovery of more human remains.

What do you think of these haunted histories? Let us know below.

Now read Angie’s article on 5 of the oldest breweries in the USA here.

Angie Grandstaff is a writer and librarian. She loves to write about history, books and self-development.

Resources

St. Augustine

https://www.legendsofamerica.com/fl-staugustine/

https://ghostcitytours.com/st-augustine/haunted-places/st-augustine-lighthouse/

https://ghostcitytours.com/st-augustine/haunted-places/casablanca-inn/

Charleston

https://www.legendsofamerica.com/sc-charleston/

https://www.oldexchange.org/highlights

https://www.scpictureproject.org/charleston-county/old-city-jail.html

Sleepy Hollow

https://www.sleepyhollowny.gov/discover-sleepy-hollow-ny/pages/history-of-the-village

https://www.usatoday.com/in-depth/news/nation/2021/10/25/sleepy-hollow-ghosts-bronze-lady-new-york/6175251001/

https://www.haunted-places-to-go.com/sleepy-hollow.html

https://visitingamuseum.com/2019/11/09/washington-irvings-sunnyside-3-west-sunnyside-lane-irvington-ny-10533/

Savannah

https://www.visitsavannah.com/article/history-savannah

https://www.southernbellevacationrentals.com/blog/attractions/pirate-secrets-savannah-coast#:~:text=The%20U.S.%20Navy%20acquired%20the,an%20inn%20for%20visiting%20sailors.

https://www.travelchannel.com/destinations/us/ga/savannah/articles/haunted-savannah

https://ghostcitytours.com/savannah/haunted-places/colonial-park-cemetery/

Cincinnati

http://ohiohistorycentral.org/w/Cincinnati,_Ohio

https://cincinnatipreservation.org/haunted-spring-house-gazebo-in-eden-park/

https://www.onlyinyourstate.com/ohio/hauntingly-beautiful-music-hall-oh/

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The annexation of territories has always been a prominent way of exhibiting any empire's stature and power. After all, a kingdom becomes an empire only when it acquires dominance over a considerable expanse of land. Many lives are, and have been, lost when conflict arises regarding matters of expansion. When two powers like China and Japan clash over the same piece of land, it's the perfect recipe for a disaster.

Here, Disha Mule explains the First Sino-Japanese War.

A depiction of the Battle of the Yalu River in 1894. By Kobayashi Kiyochika.

Qing China and Meiji Japan

Bureaucracy can weaken even the strongest foundation. Qing China was no stranger to that fact. It became noticeable with the military's incompetence in their Burmese and Vietnamese operations and caused hindrance in proper governance(1). In addition to that, the 1860 occupation of Peking by the British and French invoked hatred in the Chinese public. They started holding the ruling dynasty responsible for all the ill-happenings in the state. The people were immensely dissatisfied with the administration and many conspired to overthrow the Qings, also known as the Manchus, and establish a rule like that of the Hans.

As a result many rebellions broke out during the late eighteenth century. One of the more popular uprisings was the White Lotus Rebellion. An attempt at recovery from the losses caused by these uprisings, called the Tongzhi Restoration, was made. But the government could not restore the disrupted order to its earlier state(2).

The Opium Wars were an important factor in the decline of the Qing dynasty. An 'opium infestation' plagued China as the military and government officials started consuming the drug. In the year 1884 alone, around 81,000 chests of opium were imported in China; whereas the amount was only 1,000 chests in 1773(3). Given the state of these officials, it should not come as a surprise that the Daoguang emperor himself was a fan of opium(4). With the increase in these new difficulties, the continuous anti-dynastic rebellions and the failure of the system, Qing China was already losing its supremacy by the end of the Second Opium War.

Japan, on the other hand, was undergoing major modernization. Earlier, the military generals called shoguns oversaw the functioning of the state while the emperor had no powers. Later, the feudal system would be replaced by an oligarchy, the Tokugawa shogunate would be replaced and pave the way for an imperial state. While some of the measures were exploitative in nature, the educational system flourished during this period. With the increasing literacy rate, the Japanese set the wheels in motion for industrialization. This was called the Meiji Restoration.

Korea

China and Japan have a long history of enmity in which Korea was trapped as the battleground. The Chinese attacks on Japan in the thirteenth century and the attempts made by Japan to invade China were via Korea(5). Then again there were the coal and iron resources and the strategic location of Korea that attracted invaders(6).

Korea was an agrarian society. Agriculture was a top priority. The land was the property of the government and peasants did not care much for politics. However, the land ownership system started deteriorating once foreign powers intervened. The Russians arrived in 1860 and the British in 1861(7). The coming of foreign powers began a struggle for control over Korea and the animosity between two of them was almost palpable. Who were they? Japan and China.

To understand how both states wanted to consolidate power in the Korean Peninsula, the French missionaries in Korea are worth mentioning. In 1855, Siméon Berneux, the third Bishop of Korea arrived. The number of French priests would go on increasing after his arrival. China promoted tolerance towards Christianity in Korea which was then a Chinese protectorate. Most of the missionary activities that were limited to China till the 1860s started in Korea. The occupation of Peking by the British and the French along with the treaties of Tientsin (Tianjin) and Peking gave free reins for the spread of the religion(8). The topic might seem irrelevant for now, because what does this have to do with a war? This would be explained further in the article. Let's see what was happening in Japan.

Japanese newspapers relentlessly wrote about how Japan was the only civilized country in Asia on par with the West and how conservative Qing China was(9). One newspaper published an essay called "Japanese Soldiers Must Demonstrate Their Power to the World" which explicitly said that Japan should go on a war with China and Korea to display its military might(10). In 1884, Japan also supported the Gapsin coup which attempted to bring about reforms in Korea which was still under China's shadow. After the failure of the coup, the Treaty of Tianjin was signed in 1885 which made it mandatory for Japan and China to notify the other when either of them took military action(11).

The Tonghak Rebellion

The Tonghak (or Donghak) Rebellion was one of the triggers that started the first Sino-Japanese War. Tonghak was a religion that wanted to see the flourishing of "Eastern Learning" - the literal meaning of the name. The promotion of Christianity and the onslaught of Europeans on their land, mentioned in the previous section, had the entire Korean state in turmoil. In the light of the inefficient rule of the monarch, the revolt got enthusiastic support as they saw the religion as a way to establish their identity.

As the movement grew stronger and spread like wildfire throughout the entire state, the Korean crown asked for help from China. Chinese troops arrived in Korea in 1894. The Japanese saw this as a violation of the the Treaty of Tianjin, also known as the Li-Ito Convention, and sent their own troops.

On August 1, 1894, war was declared and both the armies clashed at sea in Asan striking the final match.

Japanese Victory

The two states fought for nine long months before the Treaty of Shimonoseki was signed which stated that Korea would be a Japanese protectorate(12). The bloody war resulted in China giving up territories like Taiwan and Liaodong Peninsula. It was also agreed that China would give certain privileges to Japanese traders and pay for the huge war losses with 200 million taels of silver(13).

The modernization of Japan was a major factor in their victory. The war was mostly fought at sea and the foresighted Japanese state had definitely benefited from an advanced navy, thanks to the Meiji Restoration. China, however, had used its naval funds for updating the Beijing's Summer Palace under Empress Cixi's orders(14).

The world saw the war as Japan's attempt at joining the European and American powers as a modernized country(15). The end of Chinese influence made it easy for Korea to be a Japanese colony, which it eventually became in 1910.

Even if the matter seemed to be settled for the time being, China and Japan would go on to fight again in 1937 - that would prove to be just a prelude to hard times that were yet to come.

What do you think of the First Sino-Japanese War? Let us know below.

Now read Disha’s article on the Hitler Youth here.

References

1 S.C.M. Paine, The First Sino-Japanese War: Perceptions, Power, and Primacy, 'The Decline of Order in China and Korea', 24

2 Ibid., 26

3 Peter C. Perdue, "The First Opium War - MIT Visualising Cultures", https://visualizingcultures.mit.edu/opium_wars_01/ow1_essay.pdf

4 Ibid.

5 Kallie Szczepanski, "The First Sino-Japanese War", thoughtco.com/first-sino-japanese-war-1894-95-195784

6 "First Sino-Japanese War", https://www.britannica.com/event/First-Sino-Japanese-War-1894-1895

7 Key Rey Chong, "The Tonghak Rebellion: Harbinger of Korean Nationalism", http://www.jstor.org/stable/23849478

8 Daniel C. Kane, "Bellonet and Roze: Overzealous Servants of Empire and the 1866 French Attack on Korea”, http://www.jstor.org/stable/23719212

9 Kyu Hyun Kim, 'The Sino-Japanese War (1894-1895): Japanese National Integration and Construction of the Korean “Other”'

10 Ibid.

11 Ibid.

12 Szczepanski, "The First Sino-Japanese War"

13 Ibid.

14 Ibid.

15 Douglas Howland, "Japan’s Civilized War: International Law as Diplomacy in the Sino-Japanese War (1894–1895)." Journal of the History of International Law Revue d’histoire du droit international Volume 9, Number 2, (2007), 200

Bibliography

Britannica, The Editors of Encyclopaedia. "First Sino-Japanese War". Encyclopedia Britannica, 25 Jul. 2022, https://www.britannica.com/event/First-Sino-Japanese-War-1894-1895

Chong, Key Ray. “The Tonghak Rebellion: Harbinger of Korean Nationalism.” Journal of Korean Studies (1969-1971), vol. 1, no. 1, 1969, pp. 73–88. JSTOR, http://www.jstor.org/stable/23849478

Howland, Douglas. "Japan’s Civilized War: International Law as Diplomacy in the Sino-Japanese War (1894–1895)." Journal of the History of International Law Revue d’histoire du droit international Volume 9, Number 2 (2007): 179-201.

Kane, Daniel C. “Bellonet and Roze: Overzealous Servants of Empire and the 1866 French Attack on Korea.” Korean Studies, vol. 23, 1999, pp. 1–23. JSTOR, http://www.jstor.org/stable/23719212

Kim, Kyu Hyun. 'The Sino-Japanese War (1894-1895): Japanese National

Integration and Construction of the Korean “Other”' International Journal of Korean History (Vol.17 No.1, Feb.2012).

Paine, S.C.M. The First Sino-Japanese War: Perceptions, Power, and Primacy. Cambridge University Press, 2003.

Perdue, Peter C. "The First Opium War - MIT Visualising Cultures"https://visualizingcultures.mit.edu/opium_wars_01/ow1_essay.pdf

Szczepanski, Kallie. "The First Sino-Japanese War". ThoughtCo, Aug. 28, 2020, thoughtco.com/first-sino-japanese-war-1894-95-195784.

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One of the defining characteristics of Japan has been the consistency of its national politics, which since 1955 has been almost continuously dominated by the conservative Liberal Democratic Party (LDP). Here, Vittorio Trevitt looks at this in the context of Ryokichi Minobe.

Ryokichi Minobe in 1967.

In most liberal democracies, voters have become accustomed to alternations in power between parties of diametrically opposed ideological persuasions. This feature of democracy is alien to Japan, where there have been only two occasions since the first LDP government (originally from 1993-94 and again from 2009-2012) when opposition parties were able to form administrations. Neither of them, however, succeeded in breaking the LDPs long-term stranglehold over national politics. But on a regional and local level a different picture has often existed, where opposition figures have on multiple occasions held sway. Such a trend was particularly prevalent during the Sixties and Seventies, when several prefectures and councils elected progressive reformers dedicated to policies of reform and innovation often different from those pursued by the hegemonic LDP. One of the most important of these was the governor of Toyko, Ryokichi Minobe.

A socialist of the Marxist tradition, Minobe had previously served in various government positions while also working as an economics professor. He became a known television personality, with a popular economics show where he discussed economic issues in an accessible way for people, while also conveying a positive image. When an election was held in 1967 for the position of Tokyo governor, Minobe stood as an independent candidate backed by the Socialist and Communist parties, winning a plurality against the LDP-backed incumbent. Minobe was the first progressive governor of the country’s leading metropolis to be elected to this post, one he would hold for the next 12 years.

Power

Minobe’s ascension to power, as historic as it was, was not a unique phenomenon. Instead, it was a reflection of the electorate’s appetite for fundamental change after decades of LDP rule. During the Sixties and Seventies more than 200 mayors supported by a socialist-communist alliance were elected, with more than 50% of Japanese by the end of Sixties already living under either a progressive mayor or governor, or even both. Progressives presided over measures such as the establishment of new social security benefits and (in the case of Kawasaki) compensation for victims of pollution, while also fighting successfully for the right to increase taxes on corporations; one that all local governments came to enjoy.

The rise of the Left on a local and prefectural level was in many ways the LDP’s own making. In the decade following its formation, the LDP had presided over a strong economy together with big rises in living standards. Nevertheless, they failed to prevent problems such as city overcrowding and pollution, while also failing to overcome deficiencies in housing, public transportation, and facilities for child care and the elderly. These contradictions provided fertile ground for reformers to build electoral support and tackle these problems headlong. In a speech he made following his election as governor, Minobe highlighted these contradictions by noting that ownership of TVs and electric washers existed alongside unpaved streets, an incomplete sewage system and cases of drinking water being shut-off. This was the situation that Minobe inherited; one that his administration offered the hope of rectifying. The legislative environment was favourable for Minobe, who had the benefit of working with a reformist majority made up of left-wing parties in Tokyo’s legislature. This included not only members of the Socialist and Communist parties, but also the Democratic Socialists (a moderate progressive force) and Komeito; a religious Buddhist party that supported improvements in amenities and welfare services, amongst other goals. This provided a strong basis for Minobe to put his ideals into practice. Free municipal transport passes and medical care for those aged 70 and above were introduced (the latter measure being one that other localities would subsequently adopt), together with nurseries for mothers at work, allowances for children and facilities for handicapped residents. Pensions were also expanded, while efforts were made to elevate conditions in Sanya, a slum area in Tokyo, with more up-to-date flophouses constructed and better waste collection. An emergency shelter for separated wives with children in the process of divorce was also established; the first of its kind in Japan.

Living standards

These programmes reflected Minobe’s belief in the universalistic “civil minimum system,” in which facilities existed that were essential for the maintenance of minimum living standards for citizens. Much of Minobe’s reform agenda focused on environmental matters, with pollution control standards adopted that were more stringent than those in place nationally. He also backed national legislation in 1970 that led to the introduction of 14 ordinances aimed at tackling pollution in the Tokyo area. “Pedestrian paradises” were also set up, in which cars were barred from some of Tokyo's major shopping and amusement areas on Sunday afternoons; an initiative which improved air quality for Tokyoites. In addition, pay was increased for welfare institution workers, the rights of sanitation workers (a discriminated against group) were improved, and a training school was set up to help senior citizens make a living past retirement.Government sponsorship of race tracks was also brought to an end, reflecting Minobe’s view of gambling being an unofficial tax on poor individuals. Minobe also believed in getting people involved in decisions that affected their lives, conversing directly with residents in town hall meetings in the belief that Tokyo’s residents could become managers of their own city.

Minobe’s reforms had an impact on the LDP, who introduced on a nationwide basis several of the measures that Minobe and fellow progressives across Japan had inaugurated. When Tokyo’s government announced plans in 1971 for free medical care for children who had cancer, the national administration adopted its own plan. Two years later, the national government introduced new entitlements including indexed pensions and free medical care to the over-70s. Kakuei Tanaka, the prime minister who presided over these policy decisions, interpreted Minobe’s victory as a reflection of people’s frustration with overcrowding in big cities, and his government also initiated laws making it hard for large plants to be constructed in metropolitan areas while incentivising firms to locate new manufacturing facilities in the countryside. Arguably, the LDP’s decision to introduce several of the social programmes launched by local progressives on a nationwide basis was a reflection of their realisation of the electoral implications that such schemes could have on their incumbency. Indeed, it enabled the LDP to overcome the challenge that local progressives posed to them, who had taken the initiative in tackling issues concerning welfare and the environment. It also demonstrates how far Minobe’s influence, and by extension that of his progressive counterparts across Japan, went beyond local and regional boundaries in shaping that country’s social and economic development. Minobe was also a popular figure. When re-elected four years later, he did so with 65% of the vote and three-quarters of the electorate casting a ballot; a record at that time.

Historic continuity

It is arguable that Minobe’s agenda represented a historic continuity with the reform efforts of past leftist leaders, the lasting impact of which reverberated throughout Japanese society. During the Twenties and Thirties Japan was led on two separate occasions by the liberal Kensekei and Rikken Minseitō parties. Although the former presided over a tough law allowing for individuals that the government viewed as subversive to be imprisoned, and the latter for carrying out economic austerity during the Great Depression, they nevertheless delivered tangible results for ordinary citizens in the passage of visionary measures including a widening of the franchise, factory reform, health insurance, and legislation aimed at helping tenant farmers. Similar reforms were carried out under the socialist-led coalition of Tetsu Katayama that briefly led Japan in 1947, such as the granting of organisational and collective bargaining rights to workers and a Ministry of Labor which promoted the rights of not only workers, but also those of women and children in postwar Japan. The policy agendas of Minobe and other local progressives were part of this reform tradition in Japanese history, and offered the prospect of the Japanese Left replacing the LDP as the dominant force in national politics. But this was not to be.

The one factor that helped stem the progressive tide was the 1973 oil shock, which saw Japan’s Gross National Product fall for the first time since the war. This lowered the rise of tax revenue for local governments, which in turn limited the ability of progressives to fund imaginative reforms. Bureaucrats and the LDP rallied against welfare, associating it with societal problems including crime and divorce, and progressive local governments were criticised by the LDP “for throwing around money for welfare.” Such scaremongering helped conservatives score major gains locally. During the late Seventies several progressives either stood down or were defeated, replaced by figures from the political Right. Although Minobe was elected to a third term in 1975, he did so by a narrow margin. His tenure also had its shortcomings. Reflecting his belief in popular democracy, Minobe espoused a “philosophy of the bridge,” vowing that he wouldn’t construct a bridge if it faced opposition from just one resident. Although there were instances of local policy decision making working well, this philosophy had unfortunate consequences. Public housing projects, for instance, were delayed in the face of opposition from certain residents, with cuts in the number of new homes built despite the need for the latter in the face of a housing shortage. In a way, Minobe’s own ideas backfired and worked against his own agenda. In 1977, Minobe lost his majority in the Tokyo legislature, and two years later the LDP and Komeito teamed up to prevent a Socialist-Communist candidate from winning that year’s gubernatorial election. The following year only four opposition figures were left that held the post of governor. The golden age of local progressivism in Japan, which for a time seemed likely to usher in a new dawn in national politics, had finally ended.

Although Minobe and his fellow progressives failed to replicate their electoral successes nationally by becoming a viable, long-term alternative to the established LDP, the fact that they achieved so much on behalf of their communities is not only indicative of the pivotal role that local reformers have played in changing Japan for the better, but it also gives an idea of what the Japanese Left can accomplish if it were to attain national power. The growth in income inequality in recent years, together with surveys showing widespread public dissatisfaction with the existing democratic system, offers fertile ground for such a seismic shift in Japanese politics to take place. For Japanese progressives who hope to achieve their aims of electoral victory and a more egalitarian society, the Minobe era is a model worth emulating.

What do you think of Ryokichi Minobe? Let us know below.

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Recent results from the National Assessment of Educational Progress has found that only 15% of children are proficient in the subject of history. Knowledge about key events, including the American Revolution and the voyages of Christopher Columbus, is at an all time low and there was a general perception that history is boring. Students certainly weren’t considering how important history is and why we need to learn from it - so that humankind doesn’t repeat the same mistakes again, and we have a chance to grow and improve. History is a rich and glorious subject, and if we spark our children’s interests while they are young, they can continue to be passionate about history as they get older.

The 1560 painting Children’s Games by Pieter Bruegel the Elder.

Bedtime stories

A bedtime story is the ideal way to wind down and relax at the end of the day. Reading with your child is also a great way of bonding. There are some wonderful historical fiction books for all ages, even toddlers. For little ones try Meg and the Romans by Jan Pienkowski - the bright, colorful images will help them to visualize the story. The Cat Mummy by Jacqueline Wilson & Nick Sharratt is another fun book for the 7-9 age group. The Horrible Histories series by Terry Deary is still incredibly popular and has inspired a long-running TV series. For older readers, there are some incredibly exciting books that will really bring history to life, such as The Eagle of the Ninth by Rosemary Sutcliff, and the TimeRiders series by Alex Scarrow.

Local History Walks

History isn’t a million miles away - it’s right on your doorstep, and you can learn about it every day. Have a look on your local town website and see if there are some organized heritage walks that you can do together. Take a trip to the library or the local museum and see if you can find out about the people that lived in your area one hundred years ago. What kind of clothes did they wear and what kind of food did they eat? How was life different for the children? There is so much to find out about the area where you live.

Start a family tree

Learning about the history of your family is one of the most exciting and interesting ways that you can get your children engaged. You can find out so much even from talking to your immediate relatives, as well as grandparents. You can start a family tree on paper, or use a website like Ancestry.com to create a tree. There are a wealth of resources that you can find online, from birth and death certificates, to census details and military records. Together you can find out about the history of your family and learn how things have changed from one generation to the next.

History can begin at home, and there is so much you can do to inspire children to learn. Together you can find out about the history of your local area and your own family.

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Here Nathan M. Greenfield tells us about his book: Hanged in Medicine Hat: Murders in a Nazi Prisoner-of-War Camp, and the Disturbing True Story of Canada's Last Mass Execution (Amazon US | Amazon UK).

Medicine Hat railway station in the early 20th century.

On 5 March 1946, 16-year-old Joyce Reesor played truant from her high school in Medicine Hat, Alberta –to watch the end of what would ultimately be six of the most unique trials in Canadian history. In each, a German POW, some former Afrika Korpsman others who had belonged to Hermann Göring’s Luftwaffe, stood on trial for his life for the killing of two other POWs, one in 1943 and one in 1944. The denouement of Rex v. Werner Schwalb that Reesor witnessed – Judge Howson’s saying of the ancient words, “and shall be hanged by the neck until you are dead, and may the Lord have mercy on your soul”–was hardly a surprise. Hamstrung by the lack of character witnesses, defence attorney Louis S. Turcotte declined to mount a defence, and had been reduced to sniping at the case presented by Alberta’s deputy attorney journal, H. H. Wilson, QC, who appointed himself crown prosecutor.

Turcotte landed a few blows, successfully arguing on the first day for the case against the three POWs accused of killing Private August Plaszek in 1943 to be split into separate trials. He forced the pre-war lawyer Hans Schnorrenpfeil to growl “Nein” when pressed on his previous statement that he had actually seen the men secreted behind a screen in a POW hut whose job it was to take down the testimony of men being interrogated for treason against Germany. He led the court through a mind-numbing excursus on whether Boden meant clay or earth, which Howson ended by declaring, “ ‘clay’ is earth and earth is ‘clay’ ” and Plaszek was struck in the head by a large clod wielded by a POW.

Camp 132

But in the end the six men on the jury believed the story that began with around 5 p.m. on July 22, 1943, Private Reginald Back of the Veterans Guard saw a man waving a white cloth and running toward the warning wire of Camp 132. But no soccer ball had bounced out of bounds. No one was playing soccer when Back looked down from his perch in Tower No. 7. Rather, he saw that the man waving the white cloth was being chased by hundreds of angry, shouting inmates. Once the desperate POW crossed the warning wire, his pursuers halted, knowing that without white flags they risked being shot. To ensure that the mob respected the boundary, Back ostentatiously aimed his rifle.

From their vantage points on Towers 7 and 4 respectively, Back and Sergeant Frederic C. Byers struggled to make out which of the prisoners was being dragged backward away from them, and the faces of the two men who were doing the dragging.

The tower guards could see Plaszek being taken toward the west recreation hall. Back called the guard room asking for scouts to return to the enclosure, make their way to the recreation hall and free the man. Byers also called the guard room with the same request. In an effort to deter the four men manhandling Plaszek, Back called the sentries in Tower No. 6 and ordered them to fire shots over the men’s heads, but for reasons unknown, the men in this tower did not follow Back’s orders. After ten minutes, with no sign of the scouts re-entering the enclosure, Back called the guard room again. By this time, he “felt the man would be dead because of the delay.”

The first senior POW to hear of what happened to Plaszek after he was dragged to the recreation hall appears to have been Dr. Nolte, who saw “a body hanging by the west wall.” The rope had been passed around the victim’s neck twice and drawn so tight it cut into his flesh by about an inch. After pushing his way through the crowd, Nolte felt for a pulse but “found no sign of life” and ordered Plaszek’s body to be cut down.

Plaszek’s body was a horrible sight. Said Royal Army Medical Korps Captain W. F. Hall: “[The] face of the deceased was very swollen—the tongue was sticking out slightly and there was blood from the nostrils and mouth and also from the back of the head.”


As would be true during their investigation of the killing of Dr. Karl Lehmann on DATE, the RCMP and Military Intelligence faced something approaching a wall of silence enforced by the camp Gestapo; when the cases were broken after Germany’s surrender in May 1945, Canadian authorities discovered that Lehmann’s murder had been ordered by the Gestapo. Slowly, however, POWs came forward and the RCMP charged men with Plaszek’s murder and the four men charged with killing Lehmann. One of the key pieces of evidence against Adolf Kratz was his swagger: another was boast after the killing, as he ate a hard-boiled egg “The egg tastes that much better because I have helped hang a traitor.” Lehmann’s killers had each signed a confession, which provided little more than a tied ribbon at the end of the story of the bloody killing of a fellow Afrika Korpsman.


In the end, for killing Plaszek, one man was found innocent and two guilty, this second being Schulz. Just before the trap door opened and his body fell, he called out, “My Fuhrer, I follow thee.” The four men charged with killing Lehmann were hanged on 18 December 1946, the last mass hanging in Canadian history.

Today

Now an appellate court would almost certainly declare each of these trails a mistrial. We need look no further than the contentious use of evidence of homosexuality by both the Crown and the defense, each an POWs sexual past in an attempt to shake the jury’s belief in the evidence he presented: perhaps the most egregious statement being “Let us step a little deeper into the mire” in defense attorney Rice’s questioning of Wilhelm Wendt, who had been camp 132’s Man of Confidence, i.e., the leader of the POWs and, secretly, a lead Nazi.

Even in the context of 1946, the trials and their outcome are highly debatable. As was argued in detail in the appeal of the convictions for killing Lehmann, the trials took place in the wrong venue. Both the War Measures Act and the Geneva Convention called for such important charges to be adjudged in military –not civilian – court.

Notwithstanding Judge Howson’s statement from the bench, “I am of the opinion that the land comprised in the Prisoner of War Camp, No. 132, at Medicine Hat, is part of the Dominion of Canada,” things were not the clear cut. Under the Geneva Convention, prisoners of war remain under the military law of their home army, which is why the Convention recognizes the right of a POW to try to escape when his home army makes that a duty, as both the German and British military codes did. The Convention also recognized that, for example, in the case of POW Camp 132, German military law prevailed within the wire. Accordingly, once, following the failure of the Bomb Plot in 1944 Hitler gave the order to liquidate traitors, German soldiers in Canada had reason to consider themselves bound to do so: Lehmann was suspected of treason (and, in fact, did give Canadian authorities information). Indeed, in a similar case in South Africa, the judge ruled against the death penalty saying that the German POWs feared for their lives if they did not carry out the orders of their camp’s Gestapo.

Nathan’s book is available here: Amazon US | Amazon UK

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History often repeats in itself in different ways. Here, Michael Cho gives his take on how patterns processes, and people interact - and come back around throughout history.

Washington Crossing the Delaware, an 1851 painting by Emanuel Leutze.

The study of history has altered my perspective of how and why the world in which I live changes the way that it does through repetition and influence. World history is a constant repetition of patterns of change with the constant rise and fall of different nations, rulers, and ideals. Through the repetitions in history, a deeper understanding of the basis and core of modern society can be found because of the constants that emerge. If history has a pattern, the constants revealed by history can also be the base of understanding of the present and the future in order to explain how and why change occurs. Ideas spark revolutions, single decisions spark war, and actions taken by one person can influence the world for generations to come. The study of history has allowed me to understand the world in which I live in because its patterns reveal the core constants that shape human interactions, allowing me to understand my society today through past societies.

Change can be measured in a pattern of repetition and influence since the beginning of known history. Decisions made affect future generations, nations are made with similar ideals and fall in the same manner, and revolutions inspire other revolutions. A perfect example of this were the Atlantic Revolutions taking place from the 1760s to the 1830s. The Atlantic Revolutions included the: American Revolution, French Revolution, Haitian Revolution, and the Revolutions in Latin America. These revolutions which were both fought on the same ideals and were also heavily influenced by each other with some of the revolutions possibly never having occurred without each other. America’s revolutions came from the Enlightenment, the spread of ideas in Europe which sparked the spread of ideas of liberty, freedom, and constitutional government, changes that would lead to human development and a better future.

American Revolution

The American Revolution was fought between the American colonies and the British over the long period between 1765 and 1791 and reveals the constant of geography in the overall ebb and flow of history. Contrary to popular belief, the American Revolution was largely fought due to the restrictions on free trade that grew out of the geographic advantages the American colonies possessed. The Americans wanted free trade, liberty, freedom, and constitutional government and the geographic distance from Great Britain afforded the colonists the opportunity to develop an independent existence and redefine their relationship. “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain inalienable Rights, that among these are Life, Liberty, and the pursuit of Happiness.” They thought these ideals were worth fighting for and signed the Declaration of Independence on July 4th, 1776 and continued to fight for these ideals until the Treaty of Paris which declared the end of the revolutionary war was signed. This reveals how the influence of geography shapes society’s needs, wants, fears and desires, manifesting in the American desire for free trade as the nation moved literally and symbolically further away from the influence of Europe.

As geography shapes societies ambitions, the individuals who comprise that society begin to conceive of new ideas and perspectives to explain those motivations. The American Revolution heavily influenced the French Revolution and a lot of the grounds in which the French Revolution was fought for was a repetition of the American Revolution. French officials signed the Declaration of the Rights of Man and Citizen which covered the same topics as the American Declaration of Independence. The first line of the Declaration of the Rights of Man, “1. Men are born and remain free and equal in rights. Social distinctions may be founded only upon the general good,” is a direct expression of the idea of individualism that was at the heart of the American Constitution and Declaration of Independence and redefined liberty and what was possible in a free society for French citizens.

When these French citizens then took action to change their world, the effects of this rippled across its colonial structures through the Haitian Constitution and the revolution of Latin America. Hearing about the end of slavery decreed by Napoleon Bonaparte around the completion of the French Revolution, the people of Haiti and Latin America decided to have their own revolution. Inspired by the previous revolutions and the Enlightenment ideas which had spread to these regions, the Haitians rebelled against the French monarchy and is remembered as the only successful slave-lead rebellion against the governing regime. In so doing, their Constitution applied those same rights to people of color, “There cannot exist slaves on this territory, servitude is therein forever abolished. All men are born, live and die free and French.” This entire ripple effect and process of change next inspired Latin American revolutions led by Simon Bolivar and reveals how geography and human nature interact to change the world.

Today’s world conflict seems unprecedented. War, pestilence, famine, and hate seems to ravage all corners of the Earth, it may seem as if these are unprecedented times. However, the patterns of change throughout history – geography and human nature – can help reveal that the world has endured these forces before and that positive change is possible, even through difficult times.

What do you think of the article? Let us know below.

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Did Chinese explorers discover America in the 1420s? This theory was advances in the 2002 book by Gavin Menzies, 1421: The Year China Discovered America. Here, Capers Jones looks at some of the evidence for this.

Editor’s Note: Many of the claims in the book 1421: The Year China Discovered America have been challenged as being speculative and many claims have little evidence.

A Chinese woodblock print, that is said to represent Zheng He's ships.

Introduction

In the year 2002 a retired British submarine commander named Gavin Menzies published a controversial book entitled “1421: The Year China Discovered America.” The book put forth a speculation that a Chinese Admiral named Zheng had taken a fleet around the world and made landfall in America in the year 1421.

Thirty years before Menzies book, a Baptist missionary in China named Dr. Herndon Harris purchased a map at a shop in Taiwan. This map now known as the Harris Map was supposedly published in 1418 or 74 years before Columbus took his first voyage. The map clearly shows both the Atlantic and Pacific coasts of America and also much of the continent of South America. This kind of geographical knowledge should not have been possible in 1418 and probably not until over 300 years later after the voyages of Captain Cook.

The map clearly shows both the north and south poles, both North and South America, Panama, Australia, and all of Africa and Europe. A world map with this kind of accuracy should not exist in 1418.

This map is apparently based on the world voyages of Admiral Zheng he and shows knowledge of both coasts of North America as well as South America. Assuming that the reported 1418 date is valid and the map is authentic, it shows that China did indeed have a blue-water fleet that carried out very extensive voyages of exploration prior to Columbus. In fact it has been suggested that Portuguese spies in China had brought such maps back to Portugal and that Columbus may have seen the Chinese maps prior to his departure.

Chinese ship-building

What may surprise readers is that the Chinese sailing ships circa 1400 were much larger and more sea-worthy than European ships of the same era.

Chinese sailing ships towered over European ships. Americans and Europeans are not taught much about early Chinese history.

The authenticity of the 1418 map has been challenged on several grounds, and there are claims that it may either be a recent map constructed to prove theories of Chinese nautical prowess or at any rate a recent map pieced together in perhaps the 1700’s from other recent maps.

Until the 1418 map is authenticated it is premature to judge its accuracy circa 1418. However in theory no map circa 1418 should be able to show both the Pacific and Atlantic coasts of the Americas and also Canada and the Isthmus of Panama, all of which appear on the Ming map.

Admiral Zheng He was born in 1371 and died around 1433. He was an actual Chinese admiral and it is known that he did sail a large fleet on seven voyages of exploration.

Chinese maps showing the routes of Admiral Zheng He’s seven voyages do not go as far as the Americas but legends show additional voyages that do arrive in the Americas.

The authenticity of the 1418 map is questionable as of 2022. However Admiral Zheng He was an actual historical personage and it is known that he was a master mariner who carried out seven voyages of exploration.

Historical data confirms that Admiral Zheng He did command a large fleet of blue-water sailing ships in the early 1400’s. Whether or not Admiral Zheng He’s fleet reached America is unclear as of 2022.

Surprisingly there is evidence of even earlier visits to America by Chinese navigators. The evidence is based on American corn, which is a native American crop and should not be found in China before the 1700s.

There are several recognizable images of corn from China, including from the Hongshan culture. Incidentally the known dates of the Hongshan culture are from 4700 to 2900 BC which is actually older than the use of corn in the Americas.

Earlier visits?

There are even older records of possible visits from China that date back to 450 AD. Hui Shen is a Buddhist monk who reportedly visited Mexico and Central America circa 458 AD. He is not reported to have visited North America or the Narragansett Bay, and his legend is included just to show that Chinese court records did indicate some trans-Pacific travel at an early date. Hui Shen was not a native Chinese but apparently a Buddhist monk from the area of Kabul in modern Afghanistan.

As background, the historical Buddha, Sakyamuni, was born in Northern India in 563 BC and lived to be about 80 years of age. During his lifetime Buddha formed an order of monks and gave them instructions to travel and spread Buddhism widely. Thus Buddhism, like Christianity, had a long tradition of missionary travel.

Chinese court records show that Hui Shen and four other monks spent almost 40 years in Central America. Apparently Hui Shen was presented at court in 502 AD to the emperor Wu Ti of the Liang Dynasty. The emperor had Hui Shen’s story recorded for court records. Because Hui Shen did not speak Chinese very well, he apparently was regarded by the Chinese as an ambassador from Central America.

Reportedly Hui Shen and his party traveled by boat along the Aleutian Island chain in a Chinese junk and arrived near Vancouver. Then the party went down the West Coast of North America and Central America. It is not clear why they went all the way to Central America, except that perhaps they were aware of the major civilizations to the south.

Although Hui Shen and his party only passed along the West Coast of North America, other Chinese court records indicate some knowledge of the interior. A description of what might be the Grand Canyon occurs. (Incidentally Hui Shen’s route down the Aleutians might possibly have been used by Paleo-Indians many thousands of years ago.)

Do you think Chinese explorers visited America in the 1420s? Let us know below.

Editor’s Note: You can read more about 1421: The Year China Discovered America in a book review here and by an archaeologist here.

Copyright © 2022 by Capers Jones. All rights reserved. Article published on History is Now with the permission of Capers Jones.

References

Gavin Menzies’ book about 1421: The Year China Discovered America is the prime reference. Also Google searches on “Admiral Zheng He” or “Ancient Chinese voyages” will turn up additional citations.

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Reddington continues his look at the independence of Spanish America by looking at how the abdications of Bayonne in France led to chaos in Spain and then the start of revolutionary outcomes in South America.

If you missed them, Erick’s article on the four viceroyalties is here, Francisco de Miranda’s early life is here, his travels in Europe and the US is here, and his later life and as a leader is here.

Joseph Bonaparte as King of Spain in 1808. He became King of Spain following the Abdications of Bayonne.

Napoleon Shackled to a Corpse

Trafalgar, 1805. The defeat of the combined Franco-Spanish fleet at the hands of Britain’s Lord Nelson. The most complete naval defeat of the 19th century. The end of Napoleon’s dream of invading Britain and finishing off Perfidious Albion once and for all. This defeat, despite being coupled with Napoleon’s most stupendous victory at Austerlitz, would lead to a chain of events that would see revolutionary independence movements erupt throughout the Western Hemisphere.

With no chance of invading Britain in the foreseeable future, Napoleon needed to reassess his strategy to defeat his primary geopolitical rival. If he could not defeat Britain on the battlefield, or at sea, then he could strike at the foundation of British strength: trade. Great Britain had nearly inexhaustible sources of wealth from controlling the world’s trade system. British merchants, ships, banks, and refined trading methods dominated the world. Being Europe’s merchant had made Britain fabulously wealthy, and thus able to fund a decades-long global war with Napoleon. Napoleon’s rationale was that if he could remove all of Europe as a British customer, then there would be nowhere for Britain to sell, and therefore, the country would go bankrupt. A bankrupt country could not continue fighting, what was in essence, a world war.

After his defeat of Prussia in 1806, Britain declared the European coastline from Brest, at the extreme western tip of France, to the mouth of the Elbe River to be under its naval blockade. Napoleon responded with his Berlin Decree, which forbade all commerce with the British Isles and declared a counter-blockade. All British goods and ships in any port of France or French ally were to be seized. Further, any ship from any nation that stopped in Britain before coming to the continent was also subject to seizure.

All of Napoleon’s allies officially accepted the Berlin Decree and embargoed trade with Great Britain. The European coastline is long, with many inlets and bays. Against a country with unquestioned sea control, it was impossible to prevent smuggling. All his allies quietly accepted smuggling to keep their economies running. This was especially true of Spain. The one spot in Western Europe that openly defied the Emperor was Portugal.

Portugal had been a British ally for hundreds of years. For the Emperor of the French, master of all between the Atlantic and the Vistula to be defied by the tiny King of Portugal was unacceptable. The country just had to be defeated. The road that began with the decision to blockade British commerce would lead to revolutions half a world away.

Godoy

Manuel Francisco Domingo de Godoy y Alvarez-Faria de los Rios y Sanchez-Zarzosa was one of history’s most notorious social climbers. Beginning his career as a military cadet in 1784, he would be made a Lieutenant General in 1791. When he was made a royal bodyguard after his time as a cadet, he was able to see firsthand the inner workings of the Spanish government. He was able to see how incredibly unintelligent and colossally incompetent King Carlos IV was. He saw that the true power behind the throne was Queen Maria Luisa. He knew the best way to achieve power in that situation. He was a handsome, dashing, and young army officer. The Queen was saddled with a stupid and indifferent husband. He knew what he had to do.

Godoy became the Queen’s lover sometime in 1788, while Charles was still the heir. It is unclear whether the King knew or cared whether Godoy was bedding his wife, but the results for Godoy were immediate. He was showered with titles and rocketed through the military ranks. By 1792, he became Prime Minister of the kingdom.

Graft and nepotism were the twin pillars of Godoy’s government. His family and friends received riches and titles through the influence of the Queen. Carlos, not interested in government or administration anyway, was more than happy to let Godoy do what he wanted. It was Godoy’s policy to tie Spain to the French. His calculation was that it was better to let the British threaten the empire rather than let the French threaten Spain itself.

Napoleon was a leader who liked to find out what motivated someone. Whether it was titles, riches, or glory, Napoleon would use that motivation to get his way. With Godoy, it was all three. Napoleon would join the Queen in showering Godoy with honors and money, in exchange for Godoy’s support for the continuance of the French alliance.

As the years passed, however, relations between the two allies would suffer. The destruction of the Spanish fleet at Trafalgar highlighted the impotence of Spanish military policy. While tied to France, there was zero chance for an independent foreign policy. Economically, Spain was in terrible shape. The richest source of wealth, its vast New World empire, was cut off by the Royal Navy. Napoleon, recognizing the atrophied state of the Spanish army, did not want Spanish troops anywhere near the battlefields of Central Europe. Instead, he would force contributions on Spain in the form of gold and cash to fund the Imperial war machine. Dissatisfaction and resistance to Godoy’s pro-French policy began to coalesce around one man, the man who hated King Carlos more than any other: the heir to the throne, Infante Ferdinand.

Ferdinand vs. Carlos

Relations between the king and his heir could not be any worse. Born in 1784, Ferdinand had been shut out of any power or decision-making authority by his father. Whether this decision was the king’s or Godoy’s is open for debate, but it had the effect of Ferdinand hating both men with an undying passion. Due to this strained relationship, the Infante would become the focus for all those who opposed Godoy’s (and the king’s) policies.

After the defeat at Trafalgar in 1805, Godoy began to realize that something had to change. Spain’s government at the time had little to fear from a displeased public. What they did have to fear was a displeased elite class. The day-to-day machinery keeping any government working has always been the elite class. When the elite turns against the government, the situation can become revolutionary very quickly (see Paris, 1789). Godoy, for all his nepotism and hedonism, was not a fool. He knew he had to do something.

In 1806, Napoleon, fresh off his victory over the Austrians and Russians at Austerlitz, was at war again, this time against Prussia. Napoleon would be facing off against the vaunted legions Frederick the Great had left behind him, along with the rest of the Fourth Coalition. For Godoy, this was the perfect opportunity. He issued a bellicose proclamation which, while not naming France, was intended to be seen as a shot across Napoleon’s bow. It called for the Spanish people to unite against the enemy, though who that was was left unsaid. Godoy hoped that this would appease his enemies, and if Napoleon lost, Godoy would be able to finally stake out an independent policy for his government.

It only took a few weeks for Napoleon (and Marshal Davout) to crush the Prussians at the twin battles of Jena and Auerstädt. The proclamation was withdrawn rather quickly afterward. Godoy would inform his French friends that it was meant for domestic consumption only, and his friendship with the Emperor could never be questioned.

Napoleon was not amused. The only ally of any sizable strength he had was Spain. Now Spain itself could not be trusted. During his conquests, Napoleon had a policy of placing his family in charge of small satellite states on the French border to ensure loyalty. Brothers Joseph and Louis were kings of Naples and Holland respectively. His brother-in-law, Marshal Murat, was Grand Duke of Berg. An idea began forming in Napoleon’s mind.

By 1807, Prince Ferdinand was growing more and more frustrated with the direction of Spain. He knew his father hated him. He even began to fear that Godoy was looking to take the succession from him. Despite being the focus of the anti-French party, Ferdinand took the drastic step of writing to Napoleon himself. He requested the emperor’s help against Godoy and his father the king. Godoy had a good intelligence network and was able to discover the contents of the letter. Using it as proof of a plot, Godoy was able to arrange a raid on the prince’s residence, finding more letters, including further complaints against the king. Ferdinand was arrested for plotting to overthrow his father. Napoleon, however, did not want his fingerprints on this situation and convinced Godoy to squash the affair.

After the Treaty of Tilsit ended the War of the Fourth Coalition, there was one country that openly defied Napoleon’s Continental System embargo on the British, Portugal. He could not allow Portugal to snub its nose at France, but France did not border Portugal. Spain, however, did. French troops would have to go through Spain to get there. An arrangement had to be made, and Manuel Godoy was a man always looking to make an arrangement.

This led to the Treaty of Fontainebleau between Napoleon and King Carlos IV of Spain. This treaty divided Portugal into three parts, a kingdom in the north, a central region, the control of which was to be determined, and a southern part called the Principality of the Algarves. The latter would be given to the man who would be the new Prince of the Algarves, Manuel Godoy, the Spanish Prime Minister. In exchange, French troops would be able to pass through Spain on their way to Portugal.

Tumult of Aranjuez

French troops began entering Spain in late 1807. General Junot’s corps of 25,000 was to be the only force that entered the country. If Great Britain decided to intervene in Portugal, the French could send reinforcements, but only after notifying Carlos IV. General Dupont’s corps entered the country soon after, with no notification. By early 1808, Marshal Moncey led three more corps over the Pyrenees. Many of them were not moving toward Portugal, but instead taking up positions at strategic points throughout the Iberian peninsula.

Although Godoy and Carlos were beginning to suspect something was afoot, they were hesitant to make an open break with the French emperor. Napoleon would reject a request that he provide a suitable princess for Ferdinand to marry.

Further French troops now crossed the border. They began occupying the border forts in the Pyrenees. Little resistance was met. Carlos, and Godoy, still did not want to provide any pretext for open war. The problem for the Spanish was that while it takes two to make peace, only one is needed to make war. Napoleon used his dashing, and hyper-aggressive, cavalry commander Marshal Murat, the primary commander in the peninsula. Murat led his troops toward Madrid.

As Murat approached the capital, the Spanish royal family and Godoy finally realized the danger they were in. However, they had a plan. Carlos may have been the King of Spain, but he was also the King of the four viceroyalties in the Americas. Yes, Spain would fall. There was no stopping Napoleon. But they could continue the fight from Mexico City, Lima, or Buenos Aires. Behind the wooden walls of the British Royal Navy, Napoleon would not be able to reach them from there. The royal family decided to flee.

Much like the flight of their French cousins, the Spanish Bourbons would not make it out of the country. While they were staying in Aranjuez, not far from Madrid, every element of society revolted against the corrupt Manuel Godoy. He was captured by the crowd. Two days later, King Carlos IV was forced to abdicate in favor of Ferdinand. Now the people would finally get the anti-French king that they craved.

Except they wouldn’t. One of now Ferdinand VII’s first acts was to write to Napoleon begging him for his support. Soon, Carlos wrote to Napoleon claiming that he had been forced to abdicate and requested that his old ally help him reclaim his throne. Napoleon, being the benevolent man that he was, invited Ferdinand, and his father Carlos IV, to meet with him in Bayonne, France. Carlos went under the impression Napoleon would support his claim that his abdication was under duress. Ferdinand went assuming that Napoleon would recognize his claim to the throne. Napoleon only wanted to lure both men out of Spain and into custody.

Dos de Mayo Uprising

While Carlos and Ferdinand made their way to Bayonne, Marshal Murat was occupying Madrid. He expected his troops to be treated as allies there to help. Instead, they were treated as an occupying force. Living at the royal palace was King Carlos’ youngest son, Francisco. To protect the young Infante, a crowd assembled to prevent the French from taking him into custody. When the crowd would not disperse, the French troops opened fire. The crowd, now an angry mob having smelled blood, went through the streets looking for French detachments.

Murat, realizing the danger of the situation, declared martial law and set about retaking the city. Utilizing the Imperial Guard, the best troops in the French army, control was slowly and bloodily restored. For the Spanish civilian population, this came with a double humiliation. The Imperial Guard had a battalion of Mamelukes, Islamic soldiers mostly from Egypt. Evoking memories of the Reconquista, it now became a religious and racial fight as well as a nationalistic one.

Upon retaking control of Madrid, Murat ordered military justice imposed on the population. Courts-martial would order the executions of those found guilty. Weapons were confiscated. The soldiers of Spain’s ally now openly acted like the occupation force they were.

Napoleonic Maneuvers

Meanwhile, in Bayonne, Napoleon had the Spanish king and the would-be king under his control. Meeting with Carlos, Napoleon recognized Carlos’ claim to the throne. Then Napoleon convinced him to abdicate that claim in favor of a French prince of Napoleon’s choosing. Meeting separately with Ferdinand, he met stiffer opposition. Ferdinand initially refused to abdicate his claim. After the meeting, Ferdinand received a letter essentially threatening him with death if he did not abdicate. On May 6, only four days after the dos de Mayo uprising, but with no personal knowledge of the events, Ferdinand abdicated his claims in favor of his father.

Napoleon now had what he wanted. Ferdinand abdicated in Carlos’ favor, and Carlos’ had abdicated and handed his crown to Napoleon. Previously, Napoleon had asked his brother Louis, King of Holland to take the Spanish crown. Louis refused. He then turned to his older brother Joseph. Joseph was an able administrator and good with finances. Napoleon thought he would make a pliant King of Spain.

Spain Rises Up

Information moved slowly in the early 19th century. The news of the new King José I of Spain spread like wildfire. Coupled with the events in Madrid, the entire peninsula rose. Many of the governmental administration and the elites were willing to accept Joseph. It was the people who turned this into a revolution.

City after city rose in revolt against the French. This “Spanish ulcer” would bleed the French army for six years. Only a month after the initial uprising in Madrid, General Dupont surrendered his entire corps, 24,000 men, to the Spanish. This further emboldened the people to greater resistance.

All the hopes of the people focused on Ferdinand, now in custody in French territory. He became the desired one. The hope of the entire nation to throw off their Bonapartist oppressors. Since Ferdinand could not rule as a captive, someone had to rule in his name.

Creation of the Supreme Central Junta

All over Spain, groups rising against the French organized themselves. With the government decapitated, and much of the civil service accepting Joseph, new men stepped up to assume leadership. In situations such as these, it can be difficult to get everyone to recognize the same supreme authority.

Many of these groups formed Juntas, or councils, and assumed governmental functions. These groups asserted for themselves authority over a certain geographic area. Fighting the most impressive military machine of the early 19th century was more than a disorganized rabble could handle. There had to be a central authority.

A series of regional Juntas banded together for the creation of a unifying supreme junta. This Supreme Central Junta would govern Spain in the name of King Ferdinand VII. It would be representative of all the people of Spain and the empire. Each local Junta would have representation. They even attempted to be inclusive and invited the viceroyalties and several captaincies-general of the New World to send representatives, albeit fewer in number than those from Spain itself.

Spread to the Americas

When news reached the New World about the French occupation of Spain, most colonial authorities accepted the authority of the Supreme Central Junta. Among the people, however, there was resentment. Why did the regions of Spain each get two representatives in the Junta, while each of their regions only get one each? Why were they even recognizing the authority of this extra-legal body in the first place?

For many in Spanish America, they could understand loyalty to King Ferdinand. What they could not fathom was continued loyalty to Spain. They should have their own Juntas with authority over their own kingdoms, independent of Spain, but still in the name of Ferdinand. This position would eventually be a short jump away from total independence without the king.

The creation of local Juntas and their struggles for local control would meld into the Wars of Independence for the nations of Spanish America. Napoleon had thought he could bring Spain under his control and attain with it the wealth of the Spanish Empire. Manuel Godoy, the feckless Spanish Prime Minister thought he could control a great empire, the king he served, and outwit the great man on horseback. What both men had done, through overconfidence and blundering, was set the spark which led to the conflagration of the Spanish colonies and the collapse one of the world’s largest empires.

What do you think of the Abdications of Bayonne? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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If you are looking for places to visit on your world tour or just to broaden your horizons, then this article could prove very interesting. Here, Amy Hogan looks at eight fascinating unknown historical sites.

Winston Churchill, Harry Truman, and Joseph Stalin at the 1945 Potsdam Conference.

When you visit the historical sites in this article (or indeed anywhere!), you must be prepared for anything. Sometimes things happen: you fly to another country and realize that you don’t have a car. It is expensive to rent a car at the airport and taxis are even more expensive. My suggestion would be to search online to rent a car near me, order a taxi and get to the rental desk. It's more likely that a taxi to the rental company will cost you less than to your hotel!

1. Potsdam, Germany

The city of Potsdam is located in the eastern part of Germany and has a population of approximately 150,000 people. This city has a long and interesting history. And although Berlin is the capital of Germany, significant events took place in Potsdam in both World War One and World War Two.

2.Graz, Austria

Graz has been designated a City of Human Rights and awarded the European Prize for Architecture. The Old Town of Graz and the Eggenberg Castle are listed as World Cultural Heritage sites by UNESCO. In 2003, Graz was the European Capital of Culture and, along with Vienna and Salzburg, is one of the main cities in Austria.

3. Ghent, Belgium

Walking around the city on a summer evening, when all the significant buildings are illuminated by spotlights, will give you an unforgettable experience and remind you of this fascinating history of the city. Although - at the height of summer, stagnant water in the canals emits a persistent tart aroma that can be felt in the city on hot days.

The old part of the city is quite small, and you can get around in a day. It is forbidden to drive cars in the city center though.

4. Mendoza, Argentina

Much of Argentine wine is produced in the province of Mendoza - and this production has a long and intriguing history. There are many wineries in Mendoza, but it is easy to get around them on a bicycle. At the wineries you will be shown the production and treated with delicious wines!

5. Wachau, Austria

Since ancient times, the valley has been covered with many legends and tales telling about the amazing history of the region: part of the European trade route and a famous viticulture region. The significance of the unique cultural landscape of the valley is confirmed by UNESCO. The main highlight here is the monastery in Melk: the “cradle of Austria” and the largest building of the Benedictine order in Central Europe.

6. City of Dijon and Province of Burgundy, France

Burgundy has a great history, perhaps best shown in Dijon, with an exceptional palace and historical center. It is also a French food itinerary destination and is famous for its annual international gastronomy fair.

Burgundy embodies the best that is in France - the beauty of nature and architecture, the freedom of the spirit and the ability to enjoy every day. Among its yellow mustard fields and green vineyards, it is easy to forget about sorrows and anxieties, especially if you admire them while tasting local delicacies and washing them down with fine Burgundy wine.

7. Aix-en-Provence, France

Many people associate France with the Provence region, which has become popular thanks to numerous literary works and feature films. And if Marseille is the administrative capital of this region, then the capital of history and culture can safely be called the town of Aix-en-Provence, which has managed to maintain authenticity amidst its wonderful historical architecture.

8. Nikko National Park, Japan

Nikko National Park was founded on December 4, 1934 and is one of the oldest nature reserves in the country. It is located on the island of Honshu, in the Kanto region, northeast of Tokyo, on the territory of four prefectures: Gunma, Fukushima, Niigata and Tochigi. The area of the park is about one and a half thousand square kilometers. The park includes noteworthy historical Buddhist temples and Shinto shrines.

The places and cities written above are often of great importance for the countries in which they are located. These places are open to the public not to collect more money from tourists, but to tell a story. So that this story is passed from mouth to mouth, and generation to generation.

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Although the exploits of the Second World War are widely known and a huge number of books are published each year covering its history, we should remember that machinery helped soldiers during special operations and numerous battles. It was often thanks to them that soldiers successfully completed their actions. In this article Amy Hogan takes a closer look at five of the best military vehicles of the war.

US-based trials of the Ford GPA Sea jeeps during World War II.

Before we start, we shouldn't forget that nowadays automobiles are playing a huge role in our daily lives. And we don't need to spend a fortune on a car, as we can rent one for days or hours or weeks. Moreover, it does not matter if you want to find a rental car in Dubai or New York, there are numerous car rental companies the world over. They offer a wide range of models, so you can even rent a vintage car and enjoy the atmosphere of the past!

Dodge WC-51

The American Dodge WC-51 was a heavy SUV that became widespread during World War II. The vehicle went into production in 1941, when the war was already taking place, and from 1942 it was delivered to the Red Army as Allied aid. In the military units, the Dodge WC-51 had great value. The unit was versatile: it was used to set up mobile ambulance stations, provide vital communications in combat situations, and of course it carried weapons. Heavy off-road vehicles such as the Dodge WC-51 were ideally suited to carry not only mortars but also crew and ammunition.

Horch 901

Back in the mid-1930s, German industry began to develop and produce four-wheel drive military vehicles, which were divided into light, medium and heavy size vehicles. These vehicles were often on the battlefield, taking part in many campaigns of the Wehrmacht. There was a wide range of functions, particularly the trucks that had off-road tires and high ground clearance. The Horch 901 was also used as a mobile hospital, communications vehicle, and of course to transport weapons.

Ford GPW Willys

In 1942, the Ford GPW Willys were delivered to the Red Army under the Lend-Lease Program in various versions. This well-proven vehicle had many useful features. It was used for reconnaissance, transportation of commanding staff and even as a gun carrier. In addition, the Willys were equipped with machine guns and other small armaments.

Volkswagen Type 82

The famous first prototype was developed in 1938 and was named VW Type 62. After testing and some modifications the vehicle was given the designation Type 82 and was put into production in November 1940. With a lightweight open four-door body, a folding windshield and a canvas roof and body, it was collectively called the Kübelwagen. The unpretentious and reliable vehicle won the respect of the soldiers. It was thanks to the VW Type 82 that the militray had fewer shortages of spare parts, as the vehicle was easily repairable, extremely light - and moreover it could be lifted by three soldiers if necessary.

Ford GPA

In 1941 the Ford Company produced an amphibious vehicle for a government competition for a lightweight, 250-kilogram capacity floating vehicle. The specification called for a design that could support military waterborne engineering as well as military reconnaissance. Unlike the boats, the amphibious vehicle didn't need to be transported and there were no complicated operations of launching and lifting it back onto trucks for further transportation. In 1942 the vehicle entered service with the US Army.

The Second World War tested not only people, but also their machines. Partly, it was also a war of engineers. At that time, military vehicles, the engineers who designed them, and those workers who implemented the projects all played an essential role, both in the overall outcome of the war and in the lives of many people.

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1856 was a critical year that would change the course of history for the United States. Tensions between the North and the South had been on the rise for many decades, and the threat of civil collapse was imminent. On March 4th, 1857, James Buchanan was inaugurated as the nation's fifteenth president. At the time, Americans believed that Buchanan was the leader necessary to prevent total civil unrest and the South leaving the Union. However, Buchanan’s actions during the Utah War, Bleeding Kansas, and the Dred Scott decision failed to resolve the crisis. Many historians rate President James Buchanan as one of the worst presidents in history.

Lillian Jiang explains.

President Buchanan (center) and his cabinet.

Historians sometimes refer to the Utah War as “Buchanan’s Blunder”. In simple terms, The Utah War was an unnecessary confrontation between Mormon settlers (the members of the Church Jesus Christ of Latter-day saints in Utah) and the Armed Forces of the United States from 1857 to 1859. Mormons desired their own isolated territory, to practice freedom of religion. But many Americans and President Buchanan viewed Mormonism and the leaders of the LDS Church negatively, specifically because they practiced poligamy. Tensions between Americans and the Mormans had been growing for a long time, and when Buchanan sent an army of 2,500 troops in what he called the “Utah Expedition '', Mormans assumed that they were being persecuted and armed themselves in preparation for war.

Although no direct battles occured, Mormons feared occupation, and murdered 120 migrants at Mountain Meadows (Ellen, 1). The Utah War or the Mormon Rebellion only lasted for a single year, and congress blamed Buchanan for the unnecessary violent conflict.

President Buchanan’s friend, Thomas L. Kane, who corresponded regularly with Brigham Young, intervened, and convinced the present that all Mormons would accept peace if offered, so the president granted amnesty to all Utah residents who would accept federal authority. (Ellen, 1)

Buchanan’s approach to the crisis only left a bitter aftertaste of his administration. (Stampp, 60).

Inauguration

In the year of President Buchanan’s inauguration, the Panic of 1857 swept the nation. The Panic of 1857 was a financial crisis in the United States caused by a sudden downturn in the economy, which was a result of false banking practices and the decline of many important businesses that were central to the economy, including railroad companies. At the beginning of President Buchanan’s inauguration in 1857, the United States had “$1.3 million dollars surplus and a moderate $28.7 million debt.” (Ellen, 1) When the 16th President of the United States, Abraham Lincoln, took the presidency in 1861, the U.S. Treasury recorded a “25.2 million deficit and a 76.4 million debt… The amount of fiscal accumulated in the years was the largest imbalance by a pre-Civil War leader.” (Ellen, 1).

To ease the financial crisis, President Buchanan ordered the withdrawal of all banknotes under twenty dollars and ordered the state banks to follow the federal government’s “Independent Treasury System,” which required that “all federal funds be deposited into treasuries” (History Central, 1) instead of private banks. Although this did ease the financial crisis, the Utah War had added millions to the army’s budget (Ellen, 1). The financial crisis also had an impact on sectionalism between the North and South. As the South was not affected by the crisis as much as the North because of the prevalence of slavery, Southern states began to believe they had a far superior economy, which divided the Union even further. On this matter and Buchanan’s actions, historian Mark W. Summers said, “the most devastating proof of government abuse of power since the founding of the Republic.” (Ellen, 1)

Bleeding Kansas

One of Buchanan’s most significant missteps was in regards to the way he dealt with Bleeding Kansas, a period of violent warfare between pro and anti-slavery factions in Kansas. The Kansas-Nebraska Act, passed in May of 1854 by President Franklin Pierce, gave residents residing in Kansas Territory the right to choose whether or not to permit slavery because of Popular Sovereignty, which gave rise to violent confrontations over the legality of slavery. On December 8th, 1957, in his first annual address to Congress, President Buchanan promised to resolve the conflict. However, his future decisions would not promote a resolution between factions and instead would escalate tension and violence.

President Buchanan was careless about whether or not Kansas would become a slave state or a free state. Although Buchanan was morally opposed to slavery, he believed that it ultimately protected by the laws of the constitution. He wanted to admit Kansas into the Union as soon as possible in hopes of settling conflicts. In 1857, Buchanan demanded approval of Kansas’s Lecompton Constitution, which protected the rights of slaveholders because he was politically dependent on Southern Democrats. However, Buchanan endorsed Popular Sovereignty, so he held an election in Kansas, on January 4th, 1858, to decide whether the constitution should be rejected or ratified. The constitution was rejected by a vote of “11,300 to 1,788” (Ellen, 1). In the end, Buchanan conflicting stances on slavery did not gain approbation from neither the Northern nor Southern states.

Buchanan’s unrelenting support for the constitution and his dedication to Popular Sovereignty ultimately had a destructive impact on the Union. The rejection of the constitution angered many Southerners. The Northerners felt betrayed by Buchanan for protecting slave owners after being so vocally anti-slavery. In his inaugural address, he stated:

To their decision, in common with all good citizens, I shall cheerfully submit, whatever this may be, though it has ever been my individual opinion that under the Nebraska-Kansas act the appropriate period will be when the number of actual residents in the Territory shall justify the formation of a constitution with a view to its admission as a State into the Union (Wilder, 117).

He believed that governing the territories with Popular Sovereignty would reunite the opposing factions, but instead, it aggravated them even further.

Poor judgments

Buchanan’s poor judgments continued into the Dred Scott V. Sandford case as well. The Dred Scott case was when a formerly enslaved man, Dred Scott, sued his master for his freedom in 1846. The Northwest Ordinance of 1787 and The Missouri Compromise of 1820 both prohibited slavery in Fort Snelling—what is now present-day Minnesota—therefore, he argued that he had been illegally enslaved in a free territory. (Ellen, 1). After winning his lawsuits in a lower court, the case was handed over to the Supreme Court after eleven years. Despite the long wait, the Supreme Court’s decision did not satisfy the abolitionists. On March 6, 1857, referring to the “Dred and Harriet Scott: A Family's Struggle for Freedom”, the Chief Justice of the Supreme Court, Roger B. Taney decided:

The powers over person and property of which we speak are not only not granted to Congress, but are in express terms denied. . . . And this prohibition is not confined to the States, but the words are general, and extend to the whole territory over which the Constitution gives it power to legislate, including those portions of it remaining under territorial government, as well as that covered by States. They had for more than a century before been regarded as beings of an inferior order, and altogether unfit to associate with the white race, either in social or political relations; and so far inferior, that they had no rights which the white man was bound to respect; and that the negro might justly and lawfully be reduced to slavery for his benefit. (79)

The court determined that African-Americans could not be citizens of the United States and that Congress had no power to prohibit slavery (Swain, 79). Buchanan also concurred with the decision, believing that the Constitution protected slavery. The Republicans quoted Buchanan’s inaugural address to claim that he was aware of the court’s verdict as he had addressed that he would “cheerfully submit” to the decision regarding the Dred Scott case and urged citizens to do the same (Ellen, 1).

This case is one of the most controversial Supreme Court decisions to this date. The result invalidated the Missouri Compromise and further widened the divide between North and South over slavery (Ellen, 1). In his fourth annual address, Buchanan explained that his power was restrained under the Constitution and laws. He stated:

It is beyond the power of any president, no matter what may be his own political proclivities, to restore peace and harmony among the states. Wisely limited and restrained as is his power under our Constitution and laws, he alone can accomplish but little for good or for evil on such a momentous question. (Hirschfield, 70).

His actions or rather, non-actions, towards sectionalism became the rallying point for nations to vote for Abraham Lincoln into office in 1860.

Sectionalism and slavocracy were the most contentious issues at the time. An empowered and decisive leadership was needed to settle the crisis between the North and the South, but Buchanan lacked these qualities as president. His blunders during the Utah War, Panic of 1857, Bleeding Kansas, and the Dred Scott vs. Sandford case only further raised tensions between the factions and left the U.S. in great turmoil. Although Buchanan had good intentions and was trying to prevent the outbreak of an imminent civil war, his administration failed to do so.

What do you think of President Buchanan? Let us know below.

Works Cited

Ellen, Kelly. “Everything Wrong with the Buchanan Administration.” Libertarianism.org, 12 June 2020, www.libertarianism.org/everything-wrong-presidents/everything-wrong-buchanan-administration#_edn15.

Hirschfield, Robert S.. The Power of the Presidency: Concepts and Controversy. United States, Aldine, 1982.

Pray, Bobbie, and Marilyn Irvin Holt. Kansas History, a Journal of the Central Plains: a Ten-Year Cumulative Index. Kansas State Historical Society, 1988.

Stampp, Kenneth M. And the War Came: the North and the Secession Crisis, 1860-1861. Louisiana State University Press, 1970.

Swain, Gwenyth. Dred and Harriet Scott: A Family's Struggle for Freedom. Minnesota Historical Society Press, 2010.

Wilder, Daniel Webster. The Annals of Kansas. United States, G. W. Martin, 1875.

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Reddington continues his look at the independence of Spanish America by looking at Venezuelan military leader and revolutionary Francisco de Miranda. Here he looks at Francisco de Miranda’s further travels and how he came to declare independence in one part of South America.

If you missed them, Erick’s article on the four viceroyalties is here, Francisco de Miranda’s early life is here, and his travels in Europe and the US is here.

A painting of General Francisco de Miranda by Martín Tovar y Tovar

Francisco de Miranda, now back in Britain, was determined to carry out the mission he had given himself so many years ago: leading the movement for the independence of Spanish America. This can be seen in his first letter to Prime Minister William Pitt. Miranda addresses himself to Pitt as the “Principal Agent of the Spanish American Colonies, commissioned to treat with the Ministers of His Britannic Majesty.” He had been accredited by no government. What he did understand, however, was the time and the societal structure he lived in. He knew he had to “sound important.” Walk the walk, so to speak. He was showing himself as an important man, the leader of a people, addressing other world leaders. When he was able to meet with Pitt and was asked for his credentials, Miranda would hand Pitt the Act of Paris.

Just as the last time he was in Britain, he knew the British government was the key to financial and military support for his aims. With Britain and Spain at war again, Pitt and his ministry were only too happy to support Miranda, but again, they would only do so on their own terms. Miranda, aware of the duplicitous nature of international politics, had been courting the Americans as well. For all the letters he sent to Pitt outlining plans for expeditions to South America, he was also sending letters to his old friends in the United States. Thomas Jefferson was elected President in 1800, and Jefferson and his new Secretary of State James Madison were counted by Miranda as friends. Miranda knew both men were interested in spreading the “benefits of republican government.” Using the known expansionist designs of the Americans as a counterbalance to the power of Great Britain would help Miranda in his cause. He tried to force on the British a sense of urgency. The British better help him, and by extension keep their influence over him, or else the Americans would help him, and they would have influence.

This would not be enough to force the British into helping him. Miranda knew he would have to pressure the British government into helping him. To do this, he chose to go over the heads of the government, and appeal directly to the British people. The hope was to create overwhelming support for Spanish American independence, that the ministry would be forced to act through public pressure.

Miranda’s Widening Net

One of the most important publications that helped Miranda’s cause was not written by Miranda himself. Also in London at the time was Juan Pablo Viscardo y Guzmán. Viscardo was a Jesuit from Peru who was expelled from Spanish America on royal orders dissolving the Jesuit order in Spanish territory. While in exile, Viscardo became a staunch supporter of South American independence. He would publish the “Open Letter to the American Spaniards.” This publication, seen by many at the time, and by later historians, as a South American Declaration of Independence or Declaration of the Rights of Man, was more akin to a version of Common Sense by Thomas Paine. It laid out all the legal and emotional reasons why Spanish America should be independent.

When Viscardo died in 1798, his papers were given to Miranda, who could recognize the rhetorical power of Viscardo’s arguments. Since Viscardo was no longer around to challenge Miranda, his legacy could easily be adopted and coopted into Miranda’s own operation. This, and other writings by Miranda, would be published in the numerous newspapers and pamphlets that dotted London at the time.

It is also at this time that Miranda would begin to cultivate relationships with many younger firebrands who lived in London at the time. The first was a young man, the illegitimate son of the Viceroy of Peru, Bernardo Riquelme. Later as Bernardo O’Higgins, he would help lead the liberation of Chile, and contribute to the liberation of Peru. O’Higgins, meeting Miranda in his late teens, was extremely impressionable and searching for a father figure to teach him. Miranda filled this role splendidly. The same impetuosity displayed so many times by Miranda would characterize the life and governance of O’Higgins. This secondary role that Miranda took upon himself, that of a father figure and mentor to young revolutionaries would have far-reaching impacts on the course of revolutions throughout South America.

Years would pass before Miranda would have success in his relations with the British government. It was only in 1805 that the British government began seriously studying the many plans Miranda had presented for military action. When this grand study was conducted, it concluded that the best way to foment an uprising in South America was to…attack Buenos Aires. Miranda was devastated. Buenos Aires was not what he considered a ripe ground for liberation. He wanted to go back to his homeland and initiate an uprising there. Just like last time, Miranda was so fed up with the British government, that he decided to leave. Unlike last time though, he would go back to the New World. He would go to the United States.

The Leander Expedition

While in the United States, all the contacts Miranda had made would pay off for him. Whereas in Britain, he had faced roadblocks and frustrations, in the US his friends would outdo each other in helping him. Jefferson and Madison, the President and Secretary of State respectively, would provide him access and (unofficially, of course) weapons made in US armories. He was able to recruit members for his planned expedition without any legal hindrance, regardless of US neutrality laws.

On February 2, 1806, Miranda and his motley crew of about 180 men set sail from New York aboard the Leander (named for Miranda’s young son), the small ship that would give the expedition its name. After a short layover in Haiti, supported there by the revolutionary government of Jean-Jacques Dessalines, Miranda and crew would sail for their target, Venezuela. During the journey, the crew was presented with uniforms for the new army that they were now members of. Miranda unfurled the tricolor that would eventually be the basis for the flags of three nations. After another stop in Aruba for rest and resupply, Miranda was joined by two other ships, the Bee and the Bacchus.

For Miranda, this was the moment his life had been leading up to. He had men under arms following him. Bright, velvet uniforms adorned those fighting in the glorious cause of freedom from colonial tyranny. Proclamations had been written and printed, which once distributed, would drive the people into a revolutionary frenzy. Everything was in place for the victory that Miranda believed was his destiny.

It began to fall apart almost at once. A landing was attempted at the small town of Ocumare on April 27. The Spanish were ready to oppose them with two ships. Miranda would order his ship, Leander, to sail away. The Bee, however, did not get the message and was captured, left to its fate while Miranda retreated.

If at first you don’t succeed…

Arriving back in Aruba, Miranda would receive help from the British. The Royal Navy officers in the area were sympathetic to his cause. With this help, he was finally able, on August 3, to land on Venezuelan soil, at La Vela de Coro, the site of the old colony of Neu-Augsburg. Upon occupying Coro, he found the city almost deserted. The people had been told to evacuate by colonial authorities to escape the barbarities Miranda would visit upon them. For his part, Miranda had ordered persons and property respected. It did not matter, there was no mass uprising in the revolution’s favor.

Within a few days, Spanish forces reacted and began to approach Coro. The hero was not about to let himself be captured by the enemy, so he ordered his men to retreat to the coast. Miranda threatened to leave behind the wounded if it slowed the retreat. One man who voiced complaints was threatened with execution at Miranda’s hand. Once aboard the ship, Miranda would order his expedition to head back to Aruba. The entire invasion lasted eleven days. It was a complete failure. Adding insult to injury, one of the local commanders of Spanish forces was Juan Manuel Cagigal, Miranda’s old friend from 30 years before who now called him a fanatic.

Back to Britain, Again

From Aruba, Miranda would find his way back to Britain. As soon as he arrived, he announced his presence to the government and began planning a new expedition. The new Prime Minister, the Duke of Portland, was more open than Pitt had been to Miranda’s advances. Portland viewed the war against France as the world war that it was and wanted to strike at Spain’s soft underbelly in the Americas. In furtherance to this end, a large expedition was assembled which would strike at Spanish America. Arthur Wellesley, the future Duke of Wellington, would command. Fate, as it always seemed to with Miranda, intervened. Napoleon, with the help of Spain, had forced the Portuguese royal family to flee Iberia and take up residence in Brazil, the largest colony of Portugal. Sensing an opportunity, the British diverted the army meant for South America to Portugal to begin the famous Peninsular Campaign.

Despondent, Miranda could not believe the opportunity that had been lost. A major army under competent command was lost to him and his cause. Shortly, however, fate would intervene again. Napoleon had invaded his own ally, Spain.

Napoleon Provides the Opportunity of a Lifetime

Napoleon had begun to worry about his Spanish ally. Napoleon was willing to accept the horrifically incompetent administration of the Spanish government led by the Queen’s lover Manuel de Godoy, one of the most corrupt men in the annals of history. He was also willing to accept the cartoonishly stupid King Carlos IV and his only slightly less stupid son, Ferdinand. Napoleon understood that the corrupt and stupid can be controlled, especially by someone as brilliant as himself. The problem was the Spanish people were not willing to continue to submit. After several attempts by Ferdinand, and Ferdinand-aligned elements of the Spanish government, to overthrow Godoy and Carlos, Napoleon intervened and tricked both Carlos and Ferdinand to abdicate their claims to the Spanish throne. Napoleon then named his brother Joseph King José I.All over Spain, uprisings began resisting the French occupation of the country. These uprisings and their leadership committees, called Juntas, pledged their loyalty to Ferdinand, now called Ferdinand VII.

Overnight, these events changed the entire dynamic for Miranda. His primary patron had always been Great Britain. He had always looked primarily to Britain for support. Now, Britain and Spain were allies. Instead of trying to undermine Spanish rule in America, now the British wanted to reinforce it. Within a year, Juntas began springing up in Spanish America, officially pledged to the cause of Ferdinand VII.

These Juntas were led by local criollos who occupied second place in the Spanish colonial hierarchy. The taste of power and local self-rule would not be lost by these men. These Juntas were pledged to Ferdinand VII, yes, but not necessarily to Spain itself, a hair-splitting distinction, but a distinction, nonetheless. Here were the mass independence movements that Miranda had been waiting his whole life for. The movements that he felt it his destiny to lead.

Miranda Goes Home

In 1810, the Supreme Junta of Caracas, exerting power supposedly over the whole of Venezuela, removed the colony’s Spanish government. The Junta claimed that it was simply exercising authority on behalf of Ferdinand until he could return to the throne. It was on this basis that a delegation was sent from the Junta to Britain to garner support. This delegation had as one of its members a certain Simón Bolívar. A young hot-headed Venezuelan, Bolívar was awed by Miranda and his reputation. As he was always keen on mentoring young revolutionaries, Miranda took a liking to this young man. When the delegation attempted to persuade Miranda to return to his homeland, it did not take much convincing. What the delegation did not tell Miranda was that their instructions specifically forbade them from bringing him back with them when they returned. It did not matter. Miranda was going home.

The First Venezuelan Congress assembled on March 2, 1811. Declaring itself the legitimate government of Venezuela, it began setting the stage to take complete control. On July 5, 1811, Congress would declare Venezuela independent of Spain. It would also establish the new country as a republic, styled the American Confederation of Venezuela. A constitution was written, allegedly based upon the principles of liberty and reason. It was unveiled on July 14, Bastille Day.

Back in Command

Miranda was given the task of suppressing royalists around Valencia. Given his military experience, this was a natural assignment. It was not the one that Miranda wanted. Although he was able to easily bring these loyalists to heel, Miranda did not want to be overly brutal. He saw these people as countrymen and wanted to reconcile them with the new republic. When he returned to Caracas after his successful campaign, he received a hero’s welcome. The people crowded him on the streets and cheered his name. This further fueled the jealousy felt by members of the Republic’s government. They were afraid that Miranda and his friends, whom they saw as Jacobins and a Masonic conspiracy, of plotting to overthrow the Republic and install Miranda as a dictator. These fears were certainly not alleviated by Miranda’s letters written to the government during his campaign. Miranda did not believe in the federalist bent of the new republic. He was a centralist and made thinly veiled references about how the men with the most experience should be the ones called to ultimate authority.

During these events, the Spanish were not idle. Despite the massive war and insurrection occurring in Spain, the Supreme Junta of Spain was already making plans to re-exert control over Venezuela. With the covert support of the British, the Spanish government was already accumulating troops in Puerto Rico to attempt a reconquest. A political campaign stressing the racial, cultural, and religious ties to Spain was intensified. As Spain gained sympathizers, the government of the Republic became more radical in its laws and pronouncements. One pronouncement granted freedom to any slave who enlisted in the Republic’s army for a term of ten years. This caused many landowners who were already skeptical of the Republic to openly support Spain. On March 26, 1812, a massive earthquake hit Venezuela and caused widespread death and destruction, much of which occurred in areas that had large numbers of supporters of the Republic. It seemed to many people that God himself was turning against the revolution.

Generalissimo Miranda

Only a week after the earthquake, on April 3rd, Miranda was named supreme commander of the army and head of the Republic with dictatorial powers, with the title of Generalissimo of the Confederation of Venezuela. This seeming height of his career would be fraught with challenges, but Miranda, ever confident, believed in his ability to handle them.

The Spanish chose this moment to attack. They besieged the fortress of San Felipe near Puerto Cabello. The commander was his old mentee Bolívar. When the fortress fell, things fell apart rapidly. The Spanish advanced quickly on Caracas. With no military force of consequence between the capital and the battle-hardened Spanish Army, Miranda knew the cause was hopeless. He sent commissioners to discuss surrender terms with the Spanish commander, Domingo Monteverde. Miranda chose to not confide the surrender terms to others in the Venezuelan government. This led to suspicions about his motives. On August 3rd, the Spanish Army took Caracas. What would later be called the First Republic of Venezuela was gone, snuffed out in the blink of an eye.

Betrayal and Arrest

For Miranda, there were only thoughts of exile, yet again. As he was preparing to sail away, other Venezuelan leaders saw this man, supposedly their leader, leaving them. Some believed he was taking the nation’s treasury with him, although the evidence is contradictory. Bolívar and a group of army officers arrested Miranda before he could leave the country. He was handed over to the Spanish. Although the terms of Miranda’s surrender of the country promised him safe passage out, Monteverde gleefully took custody of the prisoner.

Miranda was placed into a cell and secured to the wall by chains. He would be held in Venezuela until transferred to Spain, where he would be held in the La Carraca prison in Cádiz. Charged with treason against the crown, Miranda waited to be tried and executed. But this would not come. Miranda would constantly petition King Ferdinand to release not only him, but his country from bondage. He asked to be sent to exile in Russia or the United States.

Being held in prison is harmful to your health in the best of times. To be held in a 19th century dungeon as a political prisoner was even worse. Miranda was already elderly for the time and suffered from ulcers and rheumatism. On March 25, 1816, he suffered a stroke leading to seizures. Once he recovered, he caught typhus. Only with foreign pressure did Miranda’s Spanish jailers remove his leg irons as a humanitarian gesture. He would linger on for a few months of agony until he died on July 14, 1816, the anniversary of Bastille Day.

Francisco de Miranda was many things. Visionary, a man of letters, a man of the world, he embodied the traits of the ideal man of reason envisioned by the thinkers of the enlightenment. He was also vain, a megalomaniacal, and in the end, overly concerned about his own importance and self-preservation. Like Moses, he would never reach the promised land. Undoubtedly, like Moses, he was one of the primary reasons why his people reached that promised land. The Forerunner, the Precursor, the Moses of South American freedom. All these titles describe Francisco de Miranda.

What do you think of Francisco de Miranda? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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When conjuring up images of the First World War one may visualize the iconic and murderous trenches of the Western Front. Or perhaps the epic dogfights fought between intrepid pilots in rickety machines when aircraft was only in its infancy. But the global nature of the war witnessed fighting on a massive scale from the frigid waters of the North Sea to the scorching deserts of the Middle East and the mountains of the Alps where. In the Alps close to 700,000 Italians and half as many Austro-Hungarian (Habsburg) combatants would ultimately lose their lives in a brutal meat grinder in which combat was at times the not even the most dangerous contender.

Brian Hughes explains.

An trench of the Austro-Hungarian Army at the peak of the Ortler in 1917.

On May 23, 1915, Italy declared war on Austria-Hungary thus abandoning her initial neutrality. It had been nine months since the largest war in European history had begun, starting in August of 1914 when the other Great Powers of Europe, Great Britain, France, and Russia (The Entente) went to war against Germany and her ally Austria-Hungary (The Central Powers) in a complicated yet lethal system of alliances with one of the main aims of the Entente being to check the rising power of Germany on the continent. Italy, like the other belligerent nations, entered the war with the goal of “reclaiming” regions inhabited by Italian speaking peoples such as the Trentino in the Alps and Trieste on the Adriatic Coast, then in the possession of the Austro-Hungarian Empire. Italy had only been unified as a cohesive nation in 1861, the first time in which they entire peninsula had coalesced under one government since the Roman Empire. The Entente hoped that by opening a brand-new front especially one so close to the heartland of Austria-Hungary would significantly relive the immense pressure in which the Central Powers had been administering to their foes in the Eastern and Western Fronts respectively.

Italy’s initial plan at the start of war was to begin a major offensive through the mountains of the Trentino in the Alps. Their objective was simple. Utilizing an overwhelming advantage in manpower the massive army would slice through the undermanned and poorly equipped Austro-Hungarian defenses like a hot knife through butter. Exploiting the gaps created by the enormous offensive thrust, the Italians would not only quickly retrieve the much sought-after Trentino region but simultaneously open roads to Ljubljana in present day Slovenia and Vienna, the Imperial Capital. But not everything went according to plan.

For starters, the Italian Peninsula is not ideally poised for offensive military operations to her northeast given that the mountain ranges of this region are amongst the highest in Europe. This gave the Austro-Hungarian defenders a significant advantage in that they could subsequently negate the numerically superior adversaries. Another factor was the lack of combat experience in the Italian Armed Forces. Prior to the outbreak of World War One Italy had fought a series of colonial wars in Africa against the Ottoman Empire. These engagements were comparatively small and drastically differed in men, material, and terrain now present on the Italian Front. This, combined with the outdated and draconian leadership within the Italian Army embodied especially by Chief of Staff Luigi Cadorna would yield disastrous results. It seemed that the Italian High Command did not seem to notice or comprehend the brutality in which industrialized warfare enabled horrific carnage in France, Belgium, and the Eastern Front throughout the first year of the war. In addition to this, recent Central Power successes in Galicia enabled additional troops with valuable combat experience to be moved to the new front.

War at altitude

Prior to the 1984 Siachen dispute between Indian and Pakistani troops battles had for the most part never been waged in as high of altitudes such as in places like the Julian Alps of the Italian Front where peaks rise to an average height of 1300 meters. When fighting in these conditions an enemy’s bullet or stray shell could sometimes be less deadly than the environment itself. Soldiers had to contend with avalanches, rockslides, frostbite, freezing temperatures, and razor-sharp rocks to name just a few of the appalling hazards do not present in other theatres of the Great War. In order to tactically operate under these harsh conditions both Italian and Austro-Hungarian armies fielded units of specially trained Mountain soldiers who maintained the proper skills for conducting warfare in the mountains. The Alpini, on the Italian side were formed in 1872 and were the oldest “mountain corps” in the world. Recruited from the towns and villages along the Italian Alps, the Alpini were adept climbers, skiers, and hunters who were familiar with the latest innovations in mountaineering equipment and could sustain themselves for prolonged periods of time in hazardous mountainous surrounding as often they found themselves perched upon dangerous precipes and slopes in which they had to bivouac. The Habsburg Army confronted the Alpini with their own specially trained mountain corps knowns as the Alpen Kaiserjager. Like the Alpini, these men were recruited from mountainous regions throughout the Empire such as the Carpathians, Tatras, and Balkans. Heroic clashes and counter attacks between these elite units would become a trademark of the war.

The Isonzo (Soca) River Valley would become the major geographical focal point of the conflict, witnessing twelve major Italian Offensives all of which yielded horrific casualty rates. Once again, the Italian High Command did not seem to notice or even care about the difficulties exasperated by the terrain and poor quality of their troops. These murderous offensives would eventually culminate in October 1917 at the Battle of Caporetto, one of the deadliest battles of the Great War in which a combined Habsburg-German army valiantly resisted and ultimately routed a major offensive push by the newly equipped and colossal Italian Army. Caporetto would ultimately be the worst defeat suffered by the Italian Army throughout the war. Roughly 280,000 prisoners were taken in addition to the mass desertions of near 350,000 and some 40,000 killed or wounded.

Recovery

Despite these detrimental setbacks the Italians remarkably recovered. Chief of Staff Luigi Cadorna would ultimately be sacked and was replaced with General Armando Diaz. The war would continue for another year until eventually the Habsburg Army who had held out for years undergoing unimaginable stress and demoralization from near constant shelling, hunger, cold, and the despair of losing friends and comrades would lay down their war weary arms. The last major chapter of the Italian Front occurred on October 23, 1918, in which finally a massive Italian artillery barrage accompanied by an equally formidable offensive finally routed the Austro-Hungarian army forcing an armistice on November 3rd, 1918.

World War One displayed loss of life and unimaginable suffering not yet seen in the course of human history. Despite the inconceivable numbers of men, animals, and materials lost the Italian theatre remains to this day one of the more obscure fronts as ultimately it became yet another stalemate in which old fashioned commanders ordered suicidal charges indifferent to the casualty rates just as on the more famous Western Front. The major difference being the terrain in which the soldiers fought. Instead of the mud in Flanders tit was the snows of the Alps where countless numbers of young men from all over Europe fought, died, and now rest under the placid valleys and dazzling peaks of one of the most beautiful corners of the continent.

What do you think of the Italian front in World War One? Let us know below.

Sources

Websites

Siachen dispute: India and Pakistan’s glacial fight - BBC News

Caporetto, Battle of | International Encyclopedia of the First World War (WW1) (1914-1918-online.net)

Books

Gooch, John: The Italian Army and The First World War Cambridge University Press

Macdonald John: Caporetto And The Isonzo Campaign and Sword Military

Thompson Mark The White War Life and Death on The Italian Front 1915-1919 Basic Books

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The music of early post-war America has become synonymous with one style: Rock ‘n’ Roll. However, it was The Blues that was key in creating Rock ‘n’ Roll. Here, Matt Austin looks at migration and music in post-war America.

Muddy Waters in 1978. Source: Jean-Luc Ourlin, available here.

It is one of the great narratives of American History: The post-war boom. Following the Second World War, the United States enjoyed rapid, almost limitless, economic development. With Europe reeling from the devastation of war, the United States industrialised quickly to respond to the demand for wartime production. It therefore found itself in a far stronger economic position than prior to the war, to the extent that it was able to pull itself out of the Great Depression, which had ravaged the country throughout the 1930s.

As outlined by Sarah Pruitt, factory production, which had proven to be essential to the war effort, quickly mobilized for peacetime, rising to the needs of consumers.(1) This newfound ability to produce on a mass scale contributed to a post-war boom that was entirely consumer driven. Those who had saved money during the war now had an unprecedented amount of expendable income and as such, the opportunity to purchase affordable houses, cars, clothes and leisure activities, including of course, records.

The music of early post-war America has become largely inseparable with one style: Rock ‘n’ Roll.(2) The rise of Rock ‘n’ Roll and its youth revolution has come to dominate the narrative surrounding the development of music in this period. However, it is often overlooked that it was in fact a different genre that experienced an incredible transition, incorporating styles that would later feed into the vastly more popular Rock ‘n’ Roll: The Blues.

The Blues

As is a frequent consequence of wartime, an increased demand for production results in an increased demand for labour. This was certainly true of the Second World War in the United States, with a large increase in rural to urban migration, most notably among African Americans. This took place against the backdrop of The Great Migration, a period between 1910 and 1970 in which 6 million African Americans moved from the rural South to urban centres in the Northeast, Midwest and West.(3) The demand for labour created by the First World War had initially resulted in considerable spikes in migration,(4) whilst the Second World War created a “second wave” of wartime migration, in which a further influx of migrants moved north seeking to ditch the fields for the factories.(5) Isabel Wilkerson identifies the importance of this decision, noting that: “it was the first time that the nation’s servant class ever took without asking.”(6)

The African Americans who made the trip carried with them what little belongings they had, but more importantly than possessions, they brought a culture that had been cultivated in the rural South. With it they brought their “outdoor” music to urban centres, such as New York or Chicago.(7) These cities subsequently saw a huge rise in street performers, with many notable Bluesmen beginning their careers busking on street corners, such as the Mississippi born influence of the Rolling Stones, Jimmy Reed. It is important to note, however, that the big city was not a complete unknown to Southern Blues musicians of the early 20th Century. For musicians during this time, it was expected, as was industry standard, that records were to be made in the North, with many performers having to make the pilgrimage to record in Chicago or New York, among them “Father of the Delta Blues,” Charley Patton. This northern exposure even extends to the fact that the seminal 1928 recording “It’s Tight Like That” by Georgian born Tampa Red, is often referred to as the first “city” blues, with its style anticipating much of what would follow in later decades.(8)

Difference

Nevertheless, there was however something different about the Blues of the post-war era. Even Tampa Red’s style, although ahead of its time, had a distinct rural quality. The post-war Blues was new, exciting, and revolutionary. These are characteristics it owes to one word: amplification. It is not certain how or when the decision was made to transition from acoustic from electric guitar, but it was a seamless, almost overnight phenomenon, as if the guitarists of the North woke up in the morning and decided to go electric. Francis Davis suggests that the amplification and big beat added to the Blues of the post-war era may have been a necessary response to the roar of the big city.(9) Muddy Waters, upon his arrival in Chicago in 1943, was one such musician to quickly make the transition from acoustic to electric, reasoning that “couldn’t nobody hear you with an acoustic”, against the overpowering noise in the city’s overcrowded clubs.(10)

This created an ever-growing disparity between the music of the rural South and its harder, faster, rougher contemporary in the urban North. What marked this emerging style as clearly different to its elders lay with the increased urgency and flamboyance of its guitar playing.(11) Possibly the greatest example of this can be heard in Elmore James’ 1951 hit, “Dust My Broom”. A tribute to his Delta predecessor Robert Johnson’s 1937, “I believe I’ll Dust My Broom”, in adopting an electric guitar and a slide, Elmore James unknowingly went on to create one of the famous riffs in The Blues.(12) Despite being recorded in Mississippi, James’ version has become emblematic of big city Chicago Blues and more importantly as a symbol of the transition from acoustic to electric, from rural to urban. Only a mere fourteen years separate these songs, yet they sound worlds apart.

Unlike many of his contemporaries, Elmore James was not one of the quarter million African Americans to migrate to Chicago in the 1940s. Rather, upon completing his military service during the war, he returned home to Mississippi. Following early success with a handful of hits, he followed the music and made the move north in the early 1950s. His legacy has endured as a founding influence on the Chicago Blues scene and it is clear why, when listening to the up-tempo, heavy beat of his 1961 “Shake Your Money Maker”, for example. He may have had his start in the delta, but like many of his contemporaries, his style heralded in a new era of popular music; a new era of African American culture.

The Blues is a genre that takes its influence from the everyday troubles faced throughout life. However, one of the most surprising elements of the post-war Blues is an incredible lack of reference to its musician’s surroundings in the industrial North. Despite its new and upbeat style, the music of artists such as Muddy Waters was evocative not of a day spent working in the train yards and factories, but of one in the fields.(13) Guitar mentor Lynwood Perry notes that the Blues of the North was played to dance to, but the Blues of the South possessed a deeper message, telling of the many troubles in life.(14) Where the post-war northern blues truly stand out, is that it ultimately contained elements of both. Not only did it rely on a fast-paced pounding style that would lay the groundwork for Rock ‘n’ Roll, it also had a nostalgic quality to it, an echo of the Southern Country Blues on which many of its artists had been raised. No track better exemplifies this than Muddy Waters’ 1948, “I Can’t Be Satisfied”, with the B-side, “I Feel Like Going Home.” The latter track, with its rather unsubtle title, sent those who listened to the record back home to Mississippi, if only symbolically.(15) This was, in fact, as suggested by Davis, as close to a return trip as many African Americans would have wanted to take.(16) It is certainly true that life was better to Northern migrants than those in the southern states, a notion long held before the Second World War. Giles Oakley states that many compared the pilgrimage North to the Flight Out of Egypt.(17) This homage to the bible would present the North as the Promised Land, an opportunity to escape racial segregation and intimidation in the South.

Tough life

Life in the North however, was not easy. Muddy Waters, despite possessing a highly trained ear and a knack for the guitar, had made the journey for work. And for a black uneducated southerner in 1940s Chicago this meant one thing: hard, manual labour. He possessed no illusions as to his chances of music stardom, and whilst he may have held such fantasies deep in the back of his mind, he ultimately took the first job he could find at a train yard. This was, after all, the last era of American popular music in which its stars were neither youthful, or naïve. They had experienced largely ‘normal lives’ up until that point, as the early Chicago Bluesmen had, after all, moved north for opportunities, and whilst they would certainly have been confident in their abilities (why else would Muddy have packed his guitar?), they were under no illusion that success was not guaranteed.

This is in no way to belittle the efforts of those breaking into the music world in the following decades, a feat that has and will be never be easy. However, the few months spent by Elvis Presley as a truck driver, or George Harrison as an electrician cannot compare to years spent in the fields and factories. This is what arguable gave the big city Blues its distinct, inexhaustible style.

The Second World War modernised America and its musical styles. The Blues was especially not immune to change as a consequence, the transition from field to factory made the slow country blues of the rural South seem even further detached from the pounding electric blues of the urban North. It was the war that brought them there, and the likes of Muddy Waters and Howlin’ Wolf carried with them not only their guitars on their backs, but also the dream of a better life. They took their early influences and adapted them to the harsh backdrop of the urban North and like the cities they now called home, the Blues became fast-paced, loud, and most importantly, inescapable. They were the country’s first Rock stars, a statement that is inclined to make the most devout Blues fans wince, but the decision to amplify the sound of the rural South in the urban North would ultimately place the Blues on a rapid, irreversible path towards its sudden explosion as Rock ‘n’ Roll, the phenomenon that would change the face of American popular music.

What do you think of the article? Let us know below.

1 Sarah Pruitt, “The Post World War II Boom: How America Got Into Gear,” History, accessed 12/08/22, https://www.history.com/news/post-world-war-ii-boom-economy#:~:text=After%20years%20of%20wartime%20rationing,war%20to%20peace%2Dtime%20production.&text=Collection%2FGetty%20Images-,After%20years%20of%20wartime%20rationing%2C%20American%20consumers%20were%20ready%20to,war%20to%20peace%2Dtime%20production.

2 Robert Palmer, “The 50s: A Decade of Music That Changed the World”, Rolling Stones, accessed 12/08/22, https://www.rollingstone.com/feature/the-50s-a-decade-of-music-that-changed-the-world-229924/.

3 “The Great Migration (1910-1970)”, African American Heritage, National Archives, accessed 12/08/22, https://www.archives.gov/research/african-americans/migrations/great-migration.

4 “America: The Story Of Us”, Episode 8: Boom, History, 2010, accessed 12/08/22.

5 Mike Evans, The Blues: A Visual History (Atglen: Schiffer Publishing, 2014), 82.

6 Ibid, 83.

7 Bruce Conforth and Gayle Dean Wardlow, Up Jumped the Devil: The Real Life of Robert Johnson (Chicago: Chicago Review Press, 2019), 240.

8 Francis Davis, The History of the Blues: The Roots, The Music, The People (Boston: De Capo Press, 1995), 138.

9 Ibid, 181

10 Ibid, 179.

11 Ibid, 198-199

12 Gerard Herzhaft, Encyclopedia of The Blues (Fayetteville: University of Arkansas Press, 1992), 442.

13 Davis, The History of the Blues, 181.

14 Evans, The Blues: A Visual History,14.

15 Davis, The History of the Blues, 180

16 Ibid.

17 Ibid, 180-181.

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Three decades before McCarthyism made its name in the USA, Britain experienced her own version of a “Red Scare” in the 1920s. The British press and the Conservative Party went through strenuous efforts to convince the British public that the Bolsheviks were trying to gain a foothold in Britain and advance the Communist cause. Steve Prout explains.

UK Prime Minister Ramsay MacDonald with Christian Rakovsky, Head of the Soviet diplomatic delegation, in 1924.

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Post War Britain

The political demographics in Britain had changed in the interwar years. The electorate had expanded to include all males under the age of twenty-one. Many had fought in the war and were returning home to a land promised “fit for heroes” which did not materialise. All women over thirty were now eligible to vote for the first time.

These changes had made their impacts on the long-established two-party dominance of the Liberals and Conservatives in British politics as the Labour had now emerged as a credible political party. They began their first government in 1924 much to the surprise of everybody even the party itself. Alarmists were claiming that socialism was gaining a damaging foothold consequently were opening the doors to Bolshevism. The right wing-controlled media would try to ensure the public believed that this was the reality.

The economy was now becoming under pressure and the post war boom was starting to wane exacerbating already tense industrial relations. Strikes were regular and union membership was growing. The mining industry was feeling the adverse effects of competition from the German and Polish mines who had now challenged British exports in the European market. It gave further concern to the already nervous Conservatives

Socialism was new to the British and its intention were not completely understood. Being as the Russian Revolution was still fresh in people’s minds the combined efforts of the press and Conservatives would blow the picture out of all proportion, but what was happening in Britain was as remote as it could get from the recent events that happened in the USSR.

The Conservative and the First Labour Government

The success of the Labour Party’s first election victory that came as a surprise to everybody including the Labour Party itself and so began this fabrication. The Conservatives stirred up anti Soviet hysteria that they could connect to the Labour Party and thus damage their image. They had plenty of material to exploit and mould into the fearful image they wanted to project. This is what we would call today “Fake news” but it did have its effect.

The new Labour Government immediately attracted unflattering quotes and Churchill, true to literary form, offered no restraint himself by announcing that “The enthronement of a socialist government is a serious national misfortune”; elsewhere on the same topic the Chairman of the Leeds and Yorkshire Bank clearly expecting a blooded coup stated, “now is the time for unflinching courage.” Their fears were completely unfounded.

Labour in fact kept to the mainstream path of politics and the status quo of British politics remained unviolated. By the time Labour had achieved office the members that were of a Trade Union affiliation comprised less than half (98 out of 191). Furthermore their membership was no longer exclusively working class - middle and upper classes had also joined their ranks. For a myriad of reasons many viewed old guard politicians as the reason for the cause of the Great War which still remained unforgiven and left deep scars in every village and town in Britain.

Another subtle fact also ignored by the antagonists was that Labour also actively avoided recruiting communists into their ranks, a fact the press chose to overlook. Only two MPs, Walther Newbold and Shapurji Saklatvala, for a short amount of time were on the benches in the House of Commons. The former quickly lost his seat and his enthusiasm from communist ideals. In fact, they repeatedly refused Communism in both the Party and the Trades Union Congress.

Even if Labour were a radical party, they did not command a majority in Government to bring any change about as they depended on the support of the Liberals to vote in their favour in the House of Commons. The reality was Labour also lacked experience, and the economic and political picture of this period was one that required stability not radicalism so in effect they were realists. As MacDonald would remark they were “in office but not in power. “

Labour’s early recognition of the USSR in 1924 created another furore. So did the financial negotiations on trade that ensued but came to no fruition. The Labour Government in fact showed no favouritism to the USSR. The talks of a loan to the Soviet Union were subject to certain conditions, one being the satisfaction of the war debt owed to Britain. There was an idea of opening British goods to the Soviet market that would help Britain’s floundering economy. There was nothing in these negotiations to indicate a blossoming friendship.

Much to the media’s silent disappointment, there would be no socialist revolution.

The Russian Revolution and its aftermath

The USSR was still augmenting its post revolution position and was far too weak economically and militarily to even consider further communist expansion beyond its borders. She was still recovering from losing a succession of wars with Poland where she ceded ninety percent of her lucrative industrial lands. She was isolated with no dependable allies, the exception being the Rapallo Treaty with her former and future adversary, Germany.

This did not stop the British press - it was determined to manufacture a threat and another opportunity came along in the form of a fake document called the Zinoviev letter purported to be from Moscow ordering underground communist sedition in Britain. It coincidentally appeared and was published while MacDonald’s first Labour government was in office. The incident was more akin to a damp fuse than a major incident. Taylor terms it “a puzzle of no historical importance” and it did not actually cause the demise of the first Labour Party. Its authenticity was questioned by the King himself, but it did not reach the public ear and it would have been too late for his words to have any impact.

Internally the USSR had a multitude of problems meaning her energies had to be focused on these issues, namely the famines which resulted in Lenin appealing for help from the wider world. Lenin even contemplated on back-pedalling on some of his communist policies to introduce a limited degree of private enterprise to combat the economic devastation. Any talk of worldwide revolution within the ranks in the USSR was purely fanciful words expressed only by the deluded and the wishful thinking idealists. The media had to look elsewhere and further afield that place was in China.

The Chinese Uprisings

In March 1927, another opportunity was seized upon by the media. In Nanjing, China local soldiers began looting the British, US and Japanese embassies in what was known as the Chinese Uprisings; six foreign nationals were killed two of whom were British which resulted in an immediate demand for retribution. The media immediately saw this as tangible evidence of a Red Menace showing its hand and threatening British interests. Meredith Atkinson summed up the anti-Soviet hysteria spread at the time by comparing it with the crusades of previous centuries: “All Holy wars fade into insignificance beside the fanatical Jehad of the Red International.” This was an exaggeration.

The Comintern (a Soviet backed international organisation founded in 1919 to expedite the spread of communism) was no tangible threat anywhere and it played little part in the unrest in China. The disquiet was more down to Britain’s application of her imperialism that resulted in unequal commercial and trading terms. Nationalistic fervor rather than any communist intent was the underlying driving force all along and Britain was seeing this grow in her possessions around the globe, namely Iraq, India, Ireland, and Egypt. The truth was that the British failed to recognize the changing times and an Empire that was becoming untenable to maintain.

The typical British response was to use force to re-impose their authority as they did in Iraq and Ireland failing to realise that their own heavy-handed suppressive ways did nothing to calm the discontent or arrest the Empire’s decline - if anything it accelerated it.

The Home Front and the aftermath of the General Strike

The judiciary, law enforcement and the government all but abused their positions to suppress any communist presence or opinions. Britain had only recently become a proper more inclusive democracy in the early part of the century with expanding the electorate, but it appeared people could still be persecuted for their political beliefs if it were not palatable with the newly elected Conservatives.

The Home Secretary William Joynson-Hicks whom HG Wells described at the time one as somebody who “represents the absolute worst element in British political life” was particularly energetic in these endeavours. Hicks was renowned for his ruthless persecution of members of the British Communist Party. In 1925 he would be instrumental in the imprisonment of twelve individuals just based on their political beliefs, one of who was Harry Pollit, the General Secretary of the British Communist Party.

This antipathy was evident in his early political career when he called Kier Hardie a “leprous traitor.” Hickson was a strange and contradictory individual who on the one hand was a firm supporter of the female vote but on the other could discard democratic ideals.

The General Strike of 1926 for all its grand scale and disruption only resulted in four thousand arrests out of millions of strikers. There was minimal property damage and Churchill's forebodings of mass violent action and sedition failed to happen as only a thousand of those arrested served a prison sentence. The strike was unsuccessful and did not require the use of any governmental emergency powers. The desire revolution never existed in mind or body of the people or the strikers, but this did not stop Churchill trying his best in being typically provocative by labelling British workingmen as the enemy. Bellicose and true to form he used a newly founded British Gazette to loudly promote this distorted view. His attitude during the strike was one of a minister being on a war footing and demanding an “unconditional surrender” of the strikers rather than seeing it as a genuine protest with genuine grievances and concerns

Attitudes in 1925 emanating from the Trade Unions were about negotiation, as AJP Taylor remarked, and were not about Bolshevism. Incidents of striking by 1925 were only a tenth of what they were in 1921, further pointing to evidence that any intensity was diluted. Most union leaders did not see class war as a tool for change. The old class arguments were outdated and were replaced by more progressive attitudes. Ernest Bevin in fact wanted to work with the employers to bring change. The press of course continued its antagonistic line unnecessarily.

Conclusion

The Red Menace incident was an isolated piece of British history that was forgotten amid the headlining events that shook Europe between the two world wars and the. It is interesting and frightening how the British government could easily meander around the judicial and democratic ideals to deal with opposing political views for a threat that was essentially contrived by themselves.

Had this have been a decade later in the 1930s then there would have been some justification for a Red Menace as the USSR executed its purges, intervened in Spain, and allied itself to the Nazi Regime in 1939. Even so, this does not excuse the political suppression at home or abroad.

The inter war years do have their interesting aspects as we see how Britain came to terms with the changes following the First World War and how she behaved in the build up to the second.

What do you think of Britain’s 1920s communist scare? Let us know below.

Now, read Steve’s article on Britain’s relationship with the European dictators in the inter-war years here.

References

Ariane Knusel -British Conservatives, the Red Menace and Anti-Foreign agitation in China 1924-1927 – Cultural History 2013- Edinburgh University Press

AJP Taylor – English History 1914-1945 – Oxford University Press

Extracts from Chronicles of the Twentieth Century – Longman -1987

Jonathan Dimbleby -Barbarossa: How Hitler Lost the War – Penguin Books 2021

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During the 1930s and into World War 2, the Japanese Empire was expanding its reach. Here. Felix Debieux returns and looks at five foreign forces who helped the Japanese from China, Myanmar/Burma, indigenous Taiwanese people, Inner Mongolia, and India.

Wang Jingwei, leader of the Reorganized Government of the Republic of China.

While domination is a core aspect of all empires, most empire builders would not have succeeded without establishing collaborative links with the populations they aimed to subjugate. The Roman Empire, for instance, closely collaborated with local elites who effectively did the Empire’s dirty work. Likewise, the establishment of collaborative relations with indigenous elites formed a vital part of the maintenance of the British Empire. Meanwhile, historians have tended to locate people’s responses to Nazi domination on a scale between outright resistance at one pole, and active collaboration at the other. While the reasons for collaborating are very broad – opportunism, coercion, necessity, ideology – the fact remains that all empires have relied on at least some degree of collaboration.

The Japanese Empire is no exception to this rule. Indeed, even before the decision was taken to bomb Pearl Harbour, intelligence officers across the Empire had been working hard to cultivate links with nationalists, freedom fighters and independence movements who Tokyo thought could help realise its expansionist objectives. To the people of Asia, Japan propagated an image of itself at the helm of a so-called Greater East Asia Co-Prosperity Sphere – an imagined bloc of self-sufficient Asian nations freed from the shackles of the Western powers. Like all empires which came before it, Japan found that there were collaborators across the continent who were willing to fight under the banner of the Rising Sun in hopes of one day achieving independence. At the same time, Japan learned quickly that its outnumbered military would have to rely on collaborators for policing, guard duty, insurgency, infiltration and for sheer manpower in some of the war’s most important operations.

The five examples provided here are by no means exhaustive. However, they are enough to illustrate the key role which collaborators played in Japan’s war effort.

Collaborationist Chinese Army

It might come as a surprise to learn that China, the country that perhaps suffered the most under Tokyo’s expansionism, provided the largest contribution of soldiers to the Japanese Empire. The origin of these collaborationist forces can be traced back to as early as 1937, when the occupying Japanese established local police and fighting forces to tighten their hold over the country. By 1940, these were combined into what was formally known as the Reorganized Government of the Republic of China under Wang Jingwei. A long-term rival of China’s generalissimo Chiang Kai-shek, Wang is typically remembered as a traitor of the anti-Japanese resistance – and not without good reason.

On March 30, 1940, Wang became the head of state for the Reorganised National Government. Later that year, Wang’s puppet government signed the “Sino-Japanese Treaty”, which contained a wide range of economic, political and military concessions. This collaborationist relationship was solidified when Wang visited Tokyo in June 1941, where he gave a public radio address. Wang’s broadcast praised the Japanese Empire, pledged to support Japan’s fight against communism and Western imperialism, criticised the government of Chiang Kai-shek and, crucially, affirmed China’s subordination to Japan.

In terms of military support, the new collaborationist Chinese army had by 1943 pledged forty-three divisions – approximately 500,000 men – to the Japanese Empire. Of the 500,000, the only men which Japan considered reliable and combat-ready were those assigned to Wang’s 30,000 strong guard division, and the army of his close associate, Zhou Fohai. Most of the collaborationist forces fell under the command of former warlords, whose loyalty was doubted by both Wang and his Japanese overlords. As such, they were not provided with expensive modern weaponry, and they were trusted with only a limited role in the war effort. Indeed, the bulk of the collaborationist soldiers found themselves assigned to anti-partisan operations or to the defence of military installations. While unglamorous, this had the benefit of freeing up Japanese forces and enabling them to carry out offensive operations elsewhere.

What became of the collaborationist Chinese forces? Very few units remained loyal to the fragile Reorganised National Government, which was unable to survive the surrender of its Japanese master in 1945. Among those which continued to serve the government were the Central Military Academy cadets, who attempted to fortify Nanjing before internal skirmishes broke out. Most of the collaborationist units, however, peacefully surrendered to – and eventually joined - Chiang Kai-shek’s nationalist Kuomintang forces. Some would even go on to distinguish themselves during the Chinese Civil War.

Burmese National Army

Unlike China, the Japanese Empire paid little attention to Burma before 1940. This changed, however, when Staff Officer Keiji Suzuki was given the task of devising Japan’s strategy for South East Asia. Suzuki would later come to be known as the “Japanese Lawrence of Arabia” for his advocacy of Burmese independence from the British Empire. This reputation began in 1940, when he convinced the nationalist Aung San to allow Japan to train his followers for espionage and guerrilla warfare. On 28th December 1941, the Burmese Independence Army was officially founded and aided the Japanese conquest of the region. The army played an important role in rallying support from the local Burmese population, its numbers swelling to 23,000 men by May 1942.

As the Japanese experienced in China, foreign auxiliaries could be of questionable effectiveness. Indeed, the Burmese Independence Army was disorganised, lacked experience, and had not been trained for regular warfare. Its soldiers not only committed atrocities against Indian forces and Burma’s ethnic minority groups, but they also suffered heavy casualties in their struggle against the British Army. Furthermore, the army proved difficult for the Japanese to control once its goal of independence had been achieved.

Indeed, in August 1943 the campaign against the British ended and Burma declared itself an independent nation. Almost immediately, tensions boiled between Tokyo and Burma’s nationalists over the question of independence. Aung San now commanded more than 15,000 trained and well-equipped light infantry under the newly reconstituted Burmese National Army, but was dissatisfied with the limited sovereignty granted to Burma by the Japanese. Not wanting to back a losing side, Aung San opened independence talks with the British which ultimately led to a merger with Allied forces. When in March 1945 the Burmese National Army was ordered to confront the Allied advance into central Burma, the time had come to switch sides. The National Army rallied yet another nation-wide rebellion, turning against their Japanese occupiers by cutting off supply lines and seizing control of huge swathes of territory. Just as Japan had used Burmese forces to weaken the British, Aung San used the Japanese in his country’s struggle for independence, abandoning the alliance when it no longer suited his goals.

Takasago Volunteers

Not to be confused with ethnic Chinese Taiwanese volunteers, the Takasago were indigenous Taiwanese peoples recruited into the Imperial Japanese Army. Also known as Taiwanese aborigines, the Takasago had been the target of a Japanese policy of cultural assimilation ever since Taiwan’s annexation in 1894. Of great interest to the Japanese was the deployment of the Takasago in the tropical and sub-tropical regions of South East Asia, sweltering conditions seen as more suited to the hunter-gather culture of the Takasago than their Japanese counterparts. Indeed, the Takasago volunteers were renowned for their jungle survival abilities, and training therefore focused on insurgency, infiltration, demolitions, camouflage, and guerrilla warfare more generally.

In the build-up to the Second World War, the Japanese military recruited somewhere in the range of 1,800 to 5,000 young men from friendly indigenous groups. Initially, the Takasago were assigned to transport and supply units. However, the gradual deterioration of Japanese forces necessitated an increasingly important role for the Takasago. Indeed, volunteers were deployed across the frontlines of the Pacific theatre. In the Dutch East Indies, the Solomon Islands, New Guinea and the Philippines, units made up entirely of Takasago volunteers served with distinction in ferocious clashes with the Allies.

One particularly notable contribution of the Takasago to the Japanese war effort was a daring suicide attack on a US landing strip in Leyte, Philippines, which consisted of fifteen officers and forty-five enlisted Takasago volunteers. The greatest embodiment of Takasago bravery and dedication, however, surely belongs to Teruo Nakamura. Nakamura goes down in history as the last soldier of the Japanese Empire to formally surrender in 1974. Incredibly, Nakamura spent almost twenty solitary years in the jungles of Indonesia, before being lured out of hiding by searchers who waved the Japanese flag and sang the country’s national anthem.

Inner Mongolian Army

Among the earliest supporters of the Japanese Empire were the nationalists of Inner Mongolia. Their relationship with the Japanese can be traced back to the 1920s, and to talks which followed the Japanese conquest of Manchuria in 1932. Believing that an alliance was the surest way to secure his people's freedom from China, the ambitious Prince Demchugdongrub elected to side with the Japanese. In 1939, Demchugdongrub was rewarded with leadership over the puppet state of Mengjiang. Eventually, however, the prince had little choice but to submit to the incorporation of Inner Mongolia into the Japanese-run Reorganised Government of China. Submission to China, even to a China dominated by Japan, must surely have pained the prince. Given the historic poor performance of Mongol troops, however, Demchugdongrub had no choice but to acquiesce.

Indeed, it is doubtful the Mongol army could have broken free of Chinese rule without Japanese backing. In 1936, for example, Demchugdongrub suffered a catastrophic defeat in an ill-conceived attempt to expand into northern China. Heavy casualties were suffered again during a joint Japanese-Mongol offensive at the beginning of the Second Sino-Japanese War just a year later. Despite being reorganised several times, the effectiveness of the Mongol army was extremely limited. By 1945, the army consisted of four light infantry divisions, two calvary divisions and three Chinese brigades totalling 10,000 men. Yet a lack of training and modern equipment hindered the army’s combat readiness and manoeuvrability. It had no mobile or heavy weaponry, and was armed with only a pitifully small stock of field artillery, light machine guns, and antiquated rifles. Unable to serve as much more than an auxiliary force, the Mongol army met its end when in 1945 the Soviet Union invaded Manchuria and Inner Mongolia, brushing aside the few units which tried to resist.

Indian National Army

Distinct among Japan’s auxiliaries is the experience of the Indian National Army. Unlike the territories ruled (directly and indirectly) by Tokyo, the Japanese Empire did not conquer India, and did not envision the Indian subcontinent as part of its Greater East Asia Co-Prosperity Sphere. Japan, however, could not ignore the fact that Britain’s resistance to its territorial ambitions depended heavily on Indian soldiers. Nor could Japan pass up the opportunity to undermine Britain’s presence in South East Asia by supporting various factions of Indian nationalists.

Prior to 1941, Japanese intelligence officers made contact with Indian nationalists exiled in Thailand. Once British resistance in Burma and Malaya had crumbled, a campaign was launched to recruit Indian POWs. Simultaneously, Japan raised an Indian National Army under the command of Mohan Singh, and established a Bangkok-based Indian Independence League under the Bengali Rash Behari Bose. Unfortunately for Japan, the League was reluctant to take direct military action against Britain without an explicit order from the Indian National Congress. While this was no doubt a setback for Japan, the League was not the only influence it held over Indian nationalism.

One such influence was Japan’s relationship with the radical nationalist Subhas Chandra Bose, whose anti-British credentials were well-known to the Japanese. Indeed, the nationalist returned to Asia from Nazi Germany in 1943 having helped the Wehrmacht to establish the “Tiger Legion”, a force of around 4,500 Indian POWs and expatriates in Europe intended to topple British rule in India. Bose came to terms with the Japanese, and declared the independence of a Singapore-based Provisional Government of Free India in October 1943. The army at its command consisted of three lightly armed infantry divisions totalling approximately 40,000 men. A small number of volunteers were even sent to Japan for aviation training.

In terms of service, the Indian National Army participated in the 1944 Indian Offensive, one of the last major Japanese offensives of the Second World War aimed at the Brahmaputra Valley. While the army’s 1st and 2nd divisions saw heavy fighting in Arakan and Imphal, their wider objective – to advance into the Northern Indian Plains and spark a guerrilla conflict – did not have the desired effect. An anticipated mass defection of Indian soldiers serving the British Empire never took place, and the Japanese offensive was eventually pegged back. Nevertheless, the Indian National Army continued to fight alongside the Japanese in Burma until the end of the Second World War.

What do you think of the foreign forces who helped the Japanese Empire? Let us know below.

Now read Felix’s article on Top Secret World War 2: Imperial Japan, Nazi Germany and their Submarine Trade Missions here.

Further reading

Fighting for the Empire – Meet Japan’s Foreign Volunteers of WW2, Florian Heydorn, 2019.

Rays of the Rising Sun: Armed Forces of Japan's Asian allies, 1931-45. Volume 1: China and Manchuko, Philip S. Jowett, 2001.

Collaborators with Imperial Japan, Wikipedia.

Collaborators and National Memory: The Creation of the Encyclopedia of Pro-Japanese Collaborators in Korea, Jeong-Chul Kim and Gary Fine, 2013.

The Imperial Japanese Army’s Takasago Volunteers, Glenn Barnett.

Collaborationist Chinese Army.

The Forgotten Army: India's Armed Struggle for Independence 1942-1945, Peter Ward Fay, 1994.

Burma Independence Army.

The Puppet Masters – How Japan’s Military Established a Vassal State in Inner Mongolia, Florian Heydorn, 2017.

Resistance and Collaboration in Hitler's Empire, Vesna Drapac and Gareth Pritchard, 2017.

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At the moment of Fidel Castro's triumphant entry into Havana, Cuba on January 9, 1959, the charismatic revolutionary leader was a relatively unknown quantity. Many are surprised to discover that Castro at first enjoyed much popular support in this country. Early reports on the rebel leader featured positive, if sometimes guarded, reactions. Even Ed Sullivan, America’s premier show man, got caught up in the excitement. He journeyed to Cuba himself to interview the victorious rebel leader shortly after the latter’s entry into Havana. He was but one of myriad journalists who descended on Cuba to cover the exciting changes in the island.

In this series, Victor Gamma returns and considers how the US misjudged Fidel Castro. Part 1 on Castro before the revolution is here, part 2 on Fidel taking power is here, and part 3 on Fidel going to the US is here. Here, we look at what the US got wrong in its assessment of Castro, including how Castro waited until he consolidated power and the role of the US media.

Fidel Castro at the UN General Assembly in 1960.

How can we explain the failure of US intelligence to correctly assess the threat? Some, such as Earl Smith, blamed the State Department and the CIA. Later he wrote a book about his Cuben experience called The Fourth Floor. By “Fourth Floor” he meant the upper-level officials who determined US foreign policy. He accused them of the mindset “better a leftist dictator than Batista.” Thus, according to Smith, they took no proactive measures to prevent someone like Castro coming to power.

The CIA. indeed, were the nation’s first line of defense. The CIA is the organization supposed to analyze present and potential threats to US national security including threats to the Western Hemisphere. Especially, they would prevent the Soviet Union from gaining any foothold in this hemisphere and any Marxist regime from taking root. According to the CIA

“ … it is demonstrable that the Agency was far more perceptive than the policy-making bodies in recognizing the threat to the Western Hemisphere posed by Castro’s communist affiliation.” And, yet, instead of the CIA, it was many other individuals, such as Earl Smith, various Cuban politicians and some American who in the early days tried to alert about the dangers of Castro. According to Ambassador Smith, the CIA underestimated the communist threat in Cuba. He asked the agency to re-check its estimate of communist party strength in Cuba. However, he found that the Chief of the CIA attached to the embassy was more of a hindrance than a help. He found him so sympathetic to Castro that Smith would sometimes call him a Fidelista, only half in jest. The Chief of the Central American Bureau of the CIA visited Smith did share fears of the communist threat in Cuba but did not consider Castro himself to be a communist. Why did Earl Smith come to a different conclusion than the CIA: namely that Castro was dangerous - while the CIA wallowed in indecisiveness? It must be noted that the Kirkpatrick fact-finding mission was sponsored by Bacardi Rum with the goal of reducing American worries about Castro and his movement. Their interest was to maintain investment and business. It could be that the Kirkpatrick mission did not WANT to find out that he was a dangerous and unstable extremist. Smith had no such agenda. His goal was to determine if Castro was an acceptable alternative to Batista or not.

Additionally, evidence indicates that Castro was not an inflexible ideologue. He was first and foremost intent on maintaining the revolution and his own control. He ultimately decided the best way to accomplish this was to move the Island in the direction of hard-line communism. Within weeks after Castro’s return to Cuba, communists were openly serving in the Cuban government.

Waiting game

Before his power was consolidated, however, he found it expedient to keep any such tendencies quiet. Instead, he played a clever waiting game, introducing communist reforms and elevating communists to power gradually. He had used this strategy before. When fighting Batista’s troops, he once called for a truce as a mere ploy to buy time. A part of this long-term strategy was to keep his true intentions under the radar until he was strong enough. On his first visit to the US he purposefully brought along some officials whose views matched those of Eisenhower. This was a mere subterfuge. As was later shown, he never intended to allow these men any influence. He kept his distance from the Cuban Communist Party (Partido Socialista Popular) and downplayed the importance of communists in his movement. Castro was well aware of the CIA coup in Guatemala that had toppled President Jacobo Árbenz and replaced him with Trujillo. The Caracas Resolution also led Castro to exercise caution. This declaration firmly condemned communism and expressed a determination “to eradicate and prevent subversive activities” in the Western Hemisphere. Castro did not want to give the US any excuse to try a similar intervention in Cuba against him.

Furthermore, many people simply took Castro at his word. They took Castro’s reassuring statements of democratic liberalism at face value and based their support on these and their own idealistic aspirations. Despite Castro’s efforts to distance himself from communists, his actions during the anti-Batista struggle displayed unmistakable signs of extremist tendencies that should have informed US policy. They may have been more perceptive than policy-makers but they were, in hindsight, less perceptive than a number of Cuban leaders and the US ambassador Earl Smith. A more telling approach should have been based on his actions. For example, Castro repeatedly stated that his goal was a democratic government. But how did he actually treat those guilty of “crimes” against the people? During his years in the Sierra Maestra, he led raids against rich landowners. After a rigged trial they were executed and their lands handed over to the poor. This was not the behavior of a committed believer in constitutional rights but a Marxist dedicated to class-war. These incidents were either unknown or overlooked. Dean Acheson, on meeting him during his visit to the United States, for example, called him “the first democrat of Latin America.” This was a strange judgment coming just weeks after hundreds of Batista’s followers had been executed without a real trial by the in-coming revolutionaries. Others promoted the idea that Castro was an anti-dictator and was not under the influence of the extreme leftists.

Media

Another factor to consider was the media. While government officials fretted over Castro, the American news establishment fell over each other in adoration of him. They cannot be judged too harshly for this, after-all, any reporter worth his salt is looking for one thing: a good story. And here was a real-live bearded, charismatic, fire-breathing revolutionary, clad in combat fatigues, emerging from the mountain jungle to overthrow a powerful dictator. It was irresistible. Herbert Matthews turned him into a celebrity which captured the imagination of many, including some in the CIA. It was the American Society of Newspaper Editors that extended its personal invitation to Castro to visit the United States. All of this helped take eyes off of the disturbing facts of Castro’s actions,ideology and agenda. The guerrilla leader was presented as a champion of liberty, a reasonable person who had his heart in the right place. The great Edward R. Murrow interviewed the Cuban leader with a TV broadcast from Castro’s living room. Castro appeared in his pajamas. His son Fidel was brought out to speak to answer some questions. Expressions of friendliness towards America were expressed. The set looked like a typical middle class home, comfortable and homey, with Castro playing the determined but soft-spoken, doting father. Anyone watching would have a hard time imagining him as a brutal dictator. Ambassador Earl Smith testified to the Department investigation committee that journalists like Herbert Matthews helped to influence US policy in favor of Castro.

Moreover, rivalry within the revolutionary movement may have played a part. Rarely have revolutions been achieved without some infighting. Was it only the scheming of brother Raúl and Che Guevara that forced Castro towards Moscow? The differences between the more pragmatic Fidel, still in the US, and the ideologically-driven Raul and Che resulted in a power-struggle and threatened to split the movement. On April 24 or 25 Fidel and Raúl engaged in a loud argument over a long-distance phone. Raúl was overheard accusing Fidel of “being seduced” by “them.” Fidel made several public comments that risked undermining communist goals. Raúl and Che seethed with indignation and threatened to go their own way. Perhaps realizing that danger, Fidel decided to commit himself more fully to the communist/progressive agenda. Ultimately, he opted to abandon moderation. In December, 1961 he openly proclaimed his communist ideology, “I am a Marxist-Leninist and shall be one until the end of my life,” he proclaimed in a televised speech. While Fidel was in America studiously downplaying communist influence in the revolution or ties with the Soviet Union, both Raúl and Che were aggressively promoting both. As for Fidel, he was not yet ready to formalize ties with the USSR or even associate with the PSP. As late as mid- May 1959 his public utterances brimmed with goodwill and moderation. That May 10, he praised the American people for their “enthusiasm” and understanding of the revolution. He expressed the desire for good relations with all of America and condemned any attempt to export the revolution to other Latin American nations. If Eisenhower had made a serious effort to form an accord with him, some say, history may have turned out differently. This theory overlooks the influence of those like Raul & Che, who would have nothing to do with such an arrangement.

Soon, though, Castro dashed any hopes of normal relations. That July, the Fundamental Law or Original Act 425 made it illegal to oppose the Castro regime. It also gave him dictatorial powers. And yet it was not until March, 1960 that the US determined firmly on a policy of regime change. Although one may argue the rightness or wrongness of the CIA-sponsored coup in 1954 Guatemala, a similar action may have taken place to keep Castro from power if it had been implemented firmly earlier. For example, unlike the case with Arbenz in 1954, there was no skillfully coordinated plan including a serious anti-communist propaganda campaign which could have martialed support against Castro.

Conclusion

In conclusion, the US misjudged Castro because many of those who were in positions of power underestimated the communist threat and failed to read the warning signs about Castro. A large groundswell of support for Castro was allowed to build up. It is now clear that from the moment he came to power, Castro began to steer Cuba in the direction of a communist state, working with both old-time communists and more recent communist colleagues. After 1965, when Cuba became officially communist, Castro remarked several times that it had always been his intention to turn Cuba into a Marxist state. His denials of communism in the early days of the revolution, he claimed, were all a deception. An investigation involving a multitude of interviews revealed, decades after the Revolution, that Castro and his associates built a “hidden” parallel government, readying it to take power when the time was right. The US did not present a united front as to Castro. Those who recognized Castro as a dangerous demagogue vied with those, both in the State Department, the embassy at Havana and the media, that championed his cause. All indications are that Castro never intended to do anything other than establish a dictatorship in Cuba. Unfortunately for Cuba and the World, this reality was recognized too late.

What do you think of US intelligence’s view about Fidel Castro during his early days in power? Let us know below.

Now read Victor’s series on whether Wernher von Braun was a dangerous Nazi or hero of the space race here.

Sources

Fursenko, Aleksandr and Naftali, Timothy One Hell of a Gamble

Krushchev, Castro, Kennedy and the Cuban Missile Crisis, 1958-1964,New York: W.W. Norton & Company, 1997.

Smith, Earl E, The Fourth Floor, An Account of the Castro Communist Revolution. New York: Random House, 1962.

Central Intelligence Agency 1961 Psychiatric Personality Study of Fidel Castro

https://s3.observador.pt/wp-content/uploads/2014/12/Psychiatric-Personality-Study-of-Fidel-Castro.pdf

Dispatch From the Consulate at Santiago de Cuba to the Department of State describing conditions immediately after the fall of Batista, Jan 6-14, 1959.

Dispatch From the Embassy in Cuba to the Department of State, Havana, September 26, 1958 Subject: 1958 Elections: Electoral Outlook Six Weeks Prior to Elections.

"Myths of the enemy: Castro, Cuba and Herbert l. Matthews of the New York times," Anthony DePalma Working Paper #313 - July 2004

Face the Nation with Fidel Castro, in Cuba broadcast on January 11, 1959.

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Modern Israel has had a varied and challenging history since its establishment in 1948. Here, Thomas P. Papageorgiou returns and looks at the State of Israel through 20 questions.

David Ben-Gurion is shown proclaiming the Israeli Declaration of Independence on May 14, 1948.

My country’s (Greece’s) longing for a powerful ally that will help it crash its enemies is a typical characteristic of its modern history. First it was the Russians, during the War of Independence (1821) and then the French, the English, the Soviet-Russians (for the Communists during the 1946 – 1949 civil war), the Americans, the EU etc. This did not come without a price and Greece should eventually learn from its mistakes. In any case the latest trend is Israel. The small but powerful country that has repeatedly crashed its enemies, retains powerful connections to the superpowers and especially the US, has a strong economy with a high-tech defense industry at its core that seems to share with us a common view and common interests in the eastern Mediterranean region. Thus, following my recent interest in modern Greek history, it was a matter of time before I turned my attention to the study of this new ally. This first article summarizes my view of Israel’s modern history in 20 questions with their answers from 20 easy to obtain references.

1. Why did the Jews pursue the creation of the modern State of Israel?

For almost 2,000 years, after their exile from Judea by the Romans in 70 CE, the Jews settled in the Mediterranean basin and elsewhere were often prosecuted as the crusifiers of Jesus Christ. It has been argued, though, that, however the Temple establishment prompted them to do so, it was the Romans that killed Jesus. But, at the time of their expansion, most Christians did not want to be enemies of the Roman Empire and sought to play down the role of the Romans in the story. (MacCulloch, 2009, p. 92) Nevertheless, the demonization of the Jews often had ulterior motives like the confiscation of their belongings or the relief of social tensions because of famine, plague, economic stagnation or other reasons. The last and worst massive prosecution, before the establishment of modern Israel, The Holocaust, was carried out by the Germans during the Second World War. They killed 6,000,000 Jews, one-third of the world’s Jewish population. (Gordis, 2016, p. 3)

Thus, the Jews needed a place, where they would not rely on others for their defence. A place, where the ΄΄new Jew΄΄ would take history in her/his own hands. The establishment of modern Israel is the result of the Jews’ refusal to remain passive, weak, fearful, and huddled over ancient, sacred texts. Of their refusal to be victims on call. (Gordis, 2016, pp. 4-5)

2. What is Zionism?

Zionism was the political movement whose central idea was the Jewish people needed a state, and they could create one. It was launched by Theodor Herzl, with the publication of his book The Jewish State in February 1896. (Gordis, 2016, pp. 22-23)

The Zionist program, drafted during the First Zionist Congress opened in Basel on August 1, 1897, reads as follows:

Zionism seeks to secure for the Jewish people a publicly recognized, legally secured homeland in Palestine …

To achieve this goal, the Congress envisages the following methods:

  1. By fostering the settlement of Palestine with farmers, laborers, and artisans.
  2. By organizing the whole Jewry in suitable local and general bodies, in accordance with the laws of their respective countries.
  3. By strengthening the national Jewish feeling and national consciousness.
  4. By taking preparatory steps to attain any Governmental consent which may be necessary to reach the aim of Zionism. (Gordis, 2016, pp. 26-27)

3. Who are the Israelis?

As is evident from the first point of the Zionist program, Israel is built by waves of immigration. It is home to Jews of different colours, Jews of different ethnic backgrounds, Jews who speak different languages, Jews both secular and religious-and many non-Jews as well. (Gordis, 2016, p. 7) In any case, the entire Zionist discourse is based on the idea that Jews are a nation. The difficulty is that when it comes to deciding who does and who does not belong to that nation, religion is the only possible criterion. From the late nineteenth century on, Jews and others have often tried to find some other criterion, whether based on the colour of the people’s hair or on their genes; so far all have failed. (Creveld, 2010, p. 79)

Israel’s Law of Return defined as Jewish anyone with at least one Jewish grandparent. This is a symbolic overturning of the Nazis’ Nuremberg Laws that used the same definition. (Gordis, 2016, p. 198) When Israel was established in 1948, merely 6 percent of the world’s Jews lived in it; by 2015 that number had grown to almost half of the world’s Jews. (Gordis, 2016, p. 199)

4. How was the Zionism program implemented?

Apart from immigration, Zionism itself had nurtured civil institutions from the period of the Balfour Declaration for ‘… the establishment in Palestine of a national home for the Jewish people, …’ in 1917 (Gordis, 2016, pp. 97-98) to the establishment of Israel in May 1948. The movement had built universities, hospitals, trade unions, banks, a sick fund, a pension system and a proto government, The Jewish Agency. Thus, when the Zionists declared the state, they had already built it. (Ross & Makovsky, 2019, pp. Chapter 1 / 2:26:00 - 2:27:00) Some institutions like the Zionist Organization (1897) or the Jewish National Fund (1901) in charge of buying and developing land in Palestine for Jewish settlement date even before that period. A self-defence force, the Haganah (The Defence), was also created in 1921. (Gordis, 2016, p. 104)

Thanks to the single-minded efforts of one man, Eliezer Ben Yehuda (1858-1922), a common language was established (Creveld, 2010, p. 27) and an early focus on education helped strengthen a national feeling and consciousness, with the Hebrew University of Jerusalem being established in 1925 on land purchased especially for that purpose during World War I. (Creveld, 2010, p. 38) Indeed, at the time of the British Mandate in Palestine six times as many adult Jewish males as Arab ones could read with the Jewish literacy in Palestine being higher than that of several European countries. The number of new Hebrew-language books on the market exceeded that of Arabic ones by a hundred to one, no less. All of the above would be impossible without the moral, political, and economic support of millions of the diaspora Jews (Creveld, 2010, p. 37) among which some of the most respected Jewish families from the Rothschilds down. (Creveld, 2010, p. 32)

As far as international relations are concerned, the Jewish leaders proved much more flexible during the process that led to the establishment of Israel compared to their Arab counterparts, even if that meant giving up land that they thought was rightfully theirs. (Gordis, 2016, p. see notes in Map 4 & Map 5) This did not mean that they hesitated to take up arms against the British, when deemed necessary, or the armies of their Arab neighbours during the 1947-1949 War of Independence.

5. How was the situation in Israel during the first years after its establishment?

The living standards in Israel, after its establishment in 1948 were low. (Creveld, 2010, p. 88) Hundreds of thousands of Jews from Europe, Africa and the Middle East immigrated to the new state and its population more than doubled by the end of 1951. These were practically penniless Jews (Creveld, 2010, p. 87) in dangerous places or in places where they could not stay. Those who were comfortable did not come. Ben-Gurion was disgusted by the fact that fewer than two thousand came from the United States which had a Jewish population of over five million. (Gordis, 2016, pp. 216-217)

Thus, it is almost impossible to exaggerate Israel’s economic difficulties during its first years. It did not only have to pay for the recent War of Independence, but to somehow finance feeding, housing, and finding employment for hundreds of thousands of mostly penniless, often unskilled, not seldom sick immigrants. A rationing system of twenty-six hundred calories per person per day was instituted (Creveld, 2010, p. 102), much of which was abolished in 1953, although some rationing remained in force until 1959. (Creveld, 2010, p. 104) Large families were squeezed into one bed-room prefabricated flats or into tiny houses that dotted the countryside. Schools, public transport, and medical services were rudimentary. (Creveld, 2010, p. 88) Anything with an electric motor in it, such as cars, was defined as luxury. The same applied to electronic equipment, such as television sets (that remained rare until the late 1960s), radios, record players tape recorders, and even telephones. (Creveld, 2010, pp. 109-110)

6. How did Israel overcome the initial difficulties?

Reparations payments from West Germany (from 1953 to 1964), that did not come without raising controversy in Israel, played an important role in overcoming the financial difficulties of the newly founded state. By the best available calculations, individual survivors of the Holocaust received about 1.75 billion U.S. dollars and the state received about half as much. The reparations provided significant help in developing shipping, power systems, railways, fishing, and several major industrial plants. They financed 26 percent of all imported Israeli capital goods, 11 percent of imported production factors (mainly fuel) but only 3 percent of consumer goods.

And here lies the rub. Since 1945 numerous so-called developing countries have received foreign assistance, some of it fairly massive. However, too often it has been frittered away – either to buy consumer goods or ending up in rulers’ secret Swiss bank accounts. Several Israeli prime ministers though, died with hardly a penny in their names. Others were very well off, but none became a billionaire (as far as we know) or ended his or her career by having to flee abroad. (Creveld, 2010, pp. 104-105)

Although Israel has neither a written constitution nor a bill of rights (Gordis, 2016, p. 207), its democratic politics (proportional election system) faithfully reflect society and enable it to change without bloodshed (civil war). Not once has Israeli democracy been seriously challenged and no government was ousted by a coup d’ėtat, military or otherwise although retired officers, many of the battle hardened, occupy a large place in the upper echelons of government (Creveld, 2010, pp. 83-84)

In fact, the difficult financial situation of most immigrants and the fact that they were surrounded by hostile neighbours made them adopt socialist and collectivist ways of life. During the 1960s socialism made Israel into a complete welfare state, in many ways even more so than such countries as Labour Britain and Social Democratic Sweden. All this, plus heavy taxation, meant that gaps between rich and poor were smaller than in any other Western country, contributing to social solidarity. (Creveld, 2010, pp. 114-115)

The above helped Israel achieve a very high growth rate of 10 percent annually between 1954 and 1965, ahead even of Germany and Japan. (Creveld, 2010, p. 112) (Gordis, 2016, p. 245) Although most Israelis stuck to the centuries-old Jewish tradition of working in the service sector (Creveld, 2010, p. 106) as early as 1939 they were using more tractors per acre of land than their colleagues in other countries (except in the US) and Jewish yields per acre and per cow were much higher than among their Arab neighbours. (Creveld, 2010, p. 100) In 1960 – 1965 manufacturing also expanded at almost 14 percent annually, focusing on metal, electric, and electronic products as well as textiles. Whereas in 1950 agriculture had accounted for a third of all exports, fifteen years later its share had fallen to about one eighth. The Hebrew University of Jerusalem, the Technion in Haifa, and the Weizmann Institute in Rehovot provided first-class higher education and research facilities to support this growth. (Creveld, 2010, pp. 112-113) Indeed, education has been important for Israel from the very beginning (also for the assimilation of the Jewish immigrants that flooded the new state) commanding the second largest budget after defence.

7. Did the Israelis show flaws?

The above does not mean that Israelis were perfect. In many ways ‘native Israelis’ treated immigrants by looking down on their culture, discriminating against them, exploiting them economically, and in general lording it over them. (Creveld, 2010, p. 88)

Things were especially difficult for Oriental Jews. Different though they were in many respects, these Jews often encountered a widespread condescending worldview on the part of the European immigrants who had been part of early immigration waves, who had developed the Yishuv (Wikipedia, 2022) and who were running the country. The issue was not racism. It was a matter of cultural elitism, a genuine belief that European culture was the more developed of the cultures, and that it would be best for the new-born country if that elite culture would be the one that was taught to all. (Gordis, 2016, p. 204)

In some ways the reception given to Holocaust survivors was even worse. One of the prime objectives of Zionism had been to create a new kind of ‘fighting Jew’ – ‘a proud and cruel race’. The very fact that immigrants from Europe had gone through the Holocaust proved that they did not correspond to this stereotype. ‘Why didn’t they fight?’ It was with the Eichmann trial that the Israeli society started to comprehend and understand. (Gordis, 2016, pp. 239-257) (Creveld, 2010, pp. 90-92)

Other societal flaws include a culture of tax avoidance and evasion and a lively black market serving as a safety valve to heavy taxation and lack of consumer goods. (Creveld, 2010, pp. 109-111)

There is also evidence that corruption is a legitimate problem in Israel (Creveld, 2010, p. 94) although not to an extend that would significantly affect development and investment in the country. (Wikipedia, 2022) In any case, the judiciary is at low risk of corruption and has in several cases convicted public officials of crimes and misdemeanours. (Wikipedia, 2022)

8. What happened to the Arabs in the state of Israel?

Perhaps the hardest criticism against Israelis relates to their behaviour towards the Arab residents of the land that in 1948 was declared the state of Israel. Israel’s first prime minister, David Ben-Gurion, understood the demographic issue and the need to establish a (viable) Jewish state without a large Arab minority. Some seven hundred thousand Arabs left Israel during the War of Independence, for various reasons, including expulsion from the Israelis. (Gordis, 2016, p. 187)

Those who remained were under military administration for eighteen years until 1966. (Creveld, 2010, p. 94) Under the military government, Arabs were tried by military courts, they had to obtain permission to leave their villages, opportunities for higher (or even elementary) education or a career in politics were severely limited, and employment in the centre of the country was difficult to find. Very few Arabs were also allowed in the Israel Defence Force (IDF). (Gordis, 2016, p. 213)

The military administration over Israel’s Arabs was explained as a security measure (Israel was worried about an internal fifth column). During this period tragedies could not be avoided. In 1956, as Israel was preparing to launch the Sinai Campaign (Wikipedia, 2022), an IDF patrol massacred forty-seven Arabs from Kafr Kassem returning home after work beyond a five-p.m. imposed curfew. Ben-Gurion called the incident a ‘dreadful atrocity’, but though several officers were arrested and later convicted, all were released from jail shortly thereafter. (Gordis, 2016, pp. 231-232)

The Six-Day War of 1967 (Wikipedia, 2022) perplexed things once again as the seven hundred thousand Arabs that found their way to neighbouring countries during the War of Independence found themselves again under Israeli control. In fact, there were, in 1967, some 1.25 million Palestinians in the West Bank and Gaza. The Israeli-Palestinian conflict remains unresolved to this day. (Gordis, 2016, p. 280)

9. How important is religion in Israel?

The importance of religion for the definition of the Jewish identity has already been stated in the answer to question no. 3. At the same time though, as we saw in the answer to question no.6, at the beginning Israelis adopted a socialist and collectivist way of life. To the dominant socialists, a state controlled by religion was an abomination. To many Orthodox Jews (Haredim), a state not controlled by religion was a product of ‘Satan and all his hosts’. In fact, at any time there was at least one religious party that regarded the Zionist dream, if not outright apostasy, as essentially irrelevant to the real content of Jewish life, i.e., religion. (Creveld, 2010, p. 76)

Nevertheless, the system of proportional representation has often created situations where the religious parties with their shares of votes usually between 8 and 12 percent (Creveld, 2010, p. 76) held the balance in the parliament (Knesset). (Creveld, 2010, p. 78) The Haredim used their leverage (by leaving any coalition they could bring the government down and force elections) to gain a largely independent school system (in which students study virtually no non-religious subjects) and exception from military service to avoid exposure to the secular Jews in the army. (Gordis, 2016, p. 211) Furthermore, the rabbinate is in charge of marriages and divorces (and as Jewish law forbids marriage between Jews and non-Jews, Israel is the only country where a Jew cannot marry whomever he or she likes) and decides who is to become an Israeli citizen or not. (Creveld, 2010, pp. 80-81)

The above create interesting challenges for the future, (e.g., by 2010, the number of Haredim excused from military service reached 62,500 annually – an increase of 15,000 percent compared to the 400 exemptions at Ben-Gurion’s time, when Israel’s population grew only 1,200 percent in the same period) (Gordis, 2016, p. 212) considering also the fact that Israel is found in the top 20 of the most atheist countries, with only 39 percent of its population describing themselves as religious. (World population review, 2022)

10. What was the situation in Israel after the Six-Day War of 1967?

By 1967, Israel had survived an onslaught of unrelenting attacks, had absorbed over a million immigrants, had emerged as a player on the international stage, and was quickly cultivating national, political, and cultural traditions. It had fared far better than anyone might have dared to imagine after its establishment in 1948. (Gordis, 2016, p. 259)

After the war of 1967, and although Israel continued to fight the so called ‘War of Attrition’ until August 1970, (Creveld, 2010, pp. 139-140) the country started experiencing an unprecedented economic boom. First, the need for self-sufficiency in arms and mass spending in the defence sector (defence spending more than doubled compared to the 1957-1966 figures and rose to 21.6 percent of the GNP in the years following 1967 (Creveld, 2010, p. 141) to reach 28 percent in 1976-1980 (Creveld, 2010, p. 152)) did yield a powerful and highly innovative military-industrial complex. (Creveld, 2010, p. 179) By the late 1970s Israel was capable of designing many excellent weapons from scratch, producing them at reasonable cost, and exporting them to many countries around the world. By 1980 arms exports amounted to perhaps $1.3 billion a year and growing fast. (Creveld, 2010, p. 182)

The necessary talent for the boom came from immigration and especially that from the Soviet Union (although the Soviets at the time were the main supporters of the Arabs against Israel (Creveld, 2010, p. 136)) that brought skills that were often equal or even superior to those of the native population. (Creveld, 2010, p. 149)

Diaspora Jews contributed much of the necessary money as the war led to a dramatic rise in voluntary contributions as well as an increase in the purchase of bonds. (Creveld, 2010, p. 148) Especially the American Jews established a new relationship with Israel. Knowing that they had underreacted during the Holocaust, they were not prepared to make the same mistake again. They contributed money, organized rallies (a rally in New York in support of Israel attracted 150,000 people, the largest rally American Jews had ever staged), and applied political pressure in Washington. (Gordis, 2016, p. 269)

Thus, per capita GNP raised from $1,590 in 1965 to $2,410 in 1973. The Israelis were now living in larger apartments, owned more cars, electronic appliances and telephones, and enjoyed better health. (Creveld, 2010, p. 151)

Arab lives were improved too. In the years after the Six-Day War, between 1967 and the 1980s, annual per capita income in the Gaza Strip increased from $80 to $1,700. In the West Bank, the GNP tripled in the same period. The number of cars in the territories increased tenfold. In 1967, only 18 percent of households in Gaza had electricity. By 1981, when Gazan communities were connected to the Israeli electric grid, that number rose to 89 percent. Israel also encouraged higher education in the land it now controlled, and seven universities were established in the West Bank and Gaza compared to none prior to the Six-Day War. (Gordis, 2016, pp. 352-353)

11. What happened after the Yom Kippur War of 1973?

Whereas the Six-Day war had the character of a pre-emptive strike, the Yom Kippur War caught Israel by surprise. Although eventually the country prevailed militarily, this did not come without significant consequences.

The war cost the economy $238 million per day, bringing the total price tag to approximately $4.2 billion, which compared with a GNP of $6 to $6.5 billion at that time. (Creveld, 2010, p. 151) These were the years of the so-called energy shock, which got under way in 1973-1974 and lasted throughout the rest of the decade. Between 1973 and 1982 the cost of imported oil rose from 1.5 percent to 10 percent of the GNP. No wonder that, by 1978, the trade deficit was running at three times the 1972 figure. Growth came to a halt and by 1981 per capita income had only risen to $2,550. (Creveld, 2010, p. 153)

Between 1977 and 1979 inflation, which had been running at 35 percent, rose first to 50 and then to 80 percent. By the end of 1984 inflation was running at almost 1,000 percent. Already before that, in late March 1983 the stock market started declining as people put their money into foreign currency or index-linked government bonds. In the autumn the stock market collapsed. (Creveld, 2010, pp. 155-160)

To make things worse, the diplomatic assault on Israel was far from over. During this period, European countries, intimidated by the Arab oil embargo, succumbed to Arab and Palestinian pressure, to make the assault more effective. In November 1974, Yasser Arafat gave his ‘Olive Branch and Gun’ speech at the United Nations and merely a year later, the General Assembly granted the PLO observer status at the United Nations. The UN assault on Israel continued and in November 1975 the General Assembly approved Resolution 3379, which stated that ‘Zionism is a form of racism and racial discrimination’. (Gordis, 2016, p. 323) Israel had turned into a true pariah state. (Creveld, 2010, p. 146)

The growing economic difficulties, as well as Israel’s international isolation, led to a profound cultural crisis deeper than anything the country had experienced until that time. (Creveld, 2010, p. 162) There were growing doubts that surrounded the Zionist enterprise itself. Might Zionism, instead of leading to the gradual disappearance of anti-Semitism be producing the opposite effect? Had the establishment of the state, with all the tremendous sacrifices that it involved, in fact been the worst error ever committed by the Jewish people? After all, Israel was now the only place on earth where Jews, just for being Jews, were in real danger of losing their lives. As a result, more and more Jews leaving their countries chose the United States, Canada, Australia, or similar countries over Israel as their new homeland. (Creveld, 2010, pp. 177-178)

Furthermore, the Yom Kippur War, for many, was a test that should never had taken place, had military planning, military doctrine, military organization, and, above all, military intelligence done their job; and the country and its leaders passed only with mediocre grades, if at all. Thus, the positive feelings that had prevailed over the IDF, the peak of the Zionist enterprise, before 1973 were shaded by doubt. (Creveld, 2010, pp. 168-169)

The Israelis also withdrew to their private sphere and were presented as petty bourgeois characters that are held prisoner by their petty ambitions, their fears, and their unfathomable narrow-mindedness. As people retreated into private life, the percentage of those taking an active part in politics by attending rallies and the like went down. Parties, instead of representing well-defined groups and classes, were coming to be seen as little but organized mafias where hacks - sometimes, hacks who could not make it anywhere else - competed among themselves for power, money, and glory. Among the clearest sign that values were shifting, and that social change was well under way could be found in the decline of those showpieces of the ‘First Israel’, the kibbutzim. (Creveld, 2010, pp. 170-174)

In short, Yom Kippur would never be the same in the Jewish state. A religious holiday of deep personal introspection had been transformed into - and remains to this very day - an annual remembrance of incompetence, grief, loss, and the shattering of Israeli illusions. (Gordis, 2016, p. 319)

12. How important was American support for Israel?

Amid the turmoil that followed the Yom Kippur War, Israel had to fight yet another war. The roots of this conflict are found at the end of the War of Attrition. At this time King Hussein of Jordan, worried that the various Palestinian terrorist organizations were getting out of control - they had hijacked four western airliners, flown them to the kingdom, and blown them up - launched a major offensive against them and, massacring thousands, broke their power. Having been expelled from Jordan, Palestinians went to Lebanon, hitherto the most peaceful of all Israel’s neighbours. (Creveld, 2010, p. 140)

By 1982, over fifteen thousand Palestinian guerrillas were operating in southern Lebanon, from Beirut down to the area increasingly called ‘Fatah-land’. On the 6th of June Israel launched Operation Peace for the Galilee expanding its military presence in southern Lebanon up to the year 2000 in what was called Israel’s Vietnam. Nevertheless, Arafat and the PLO were no match for Israel’s massive fire power. Eventually, after being forced out of Jordan in 1971, the PLO now had to leave Lebanon, too. The campaign was overshadowed by the massacre of the Sabra and Shatila refugee camps leaving Israel permanently embittered and plagued by guilt. (Gordis, 2016, pp. 341-345) The war further increased the economic burden on Israel. The gap between its foreign currency holdings and its obligations widened to over $15 billion. This was five time the 1973 figure and twenty times the 1965 one. (Creveld, 2010, p. 161)

It was very largely thanks to Uncle Sam that financial ruin was averted at five minutes before zero. (Creveld, 2010, p. 162) Already at the beginning of the 1970s U.S. government aid rose from practically nothing to $250 million a year - as well as long-time loans. (Creveld, 2010, p. 151) By 1984-1985 U.S. aid was raised to $3 billion annually and a further $1.5 billion arrived in the form of emergency assistance. In fact, aid was more extensive than these sums indicate. To them should be added two brand-new air bases built in the Negev; American orders for Israeli-made military hardware; joint military-technological R&D and the construction on Israeli soil of depots in which U.S. military equipment was stored. (Creveld, 2010, p. 161)

In the diplomatic arena, after the Israelis with the 1977 elections rid the country of an elite that, in the eyes of many, had turned into little but a slogan-spouting, money grabbing mafia with no ideology and no sense of what it wanted except to hold on to as much power as it could for as long as it could, (Creveld, 2010, p. 181) the Americans mediated during the Israel-Egypt peace negotiations. Although president Carter’s role is sometimes described as ambiguous, if not pro-Arab, (Spencer, 2019, pp. 118-134) the Camp David Accords agreement, signed on March 26, 1979, left both sides fairly content with their achievements. (Wikipedia, 2021) (Creveld, 2010, p. 189) Once Egypt had left ‘the circle of hostility’ Israel was more secure than ever in its history; the more so because, in September 1980, the outbreak of the Iran-Iraq War ended any fear of an ‘eastern front’. (Creveld, 2010, p. 192)

13. Did Israel rely only on American help?

American support alone was not enough. The main factors that helped Israel rebuilt its economy was:

1) Education. By the end of the 1970s education accounted for 8.4 percent of the GNP; as of 2008 the figure was 8.5 percent, which is higher than any of the OECD countries. (Creveld, 2010, p. 234) Priority was given to natural sciences (Creveld, 2010, p. 237) that tend to boost the economy, provided that the corresponding funds are used effectively. To this end Israeli students seem to have an advantage compared to their foreign counterparts. Before they enrol, they serve two, three, or even four (if they get a commission) years in the military. There, some of them carry heavy responsibilities indeed. After their discharge they are wont to spend a year or so traveling abroad, seeing the world and sowing their wild oats. As a result, they are older, much less childish, than their counterparts. (Creveld, 2010, p. 236) In brief, Israeli universities, are an integral part of the economy, yet retaining a great deal of academic freedom and avoiding submission to the whims of the commercial world or, what can be even worse, those of their students. (Creveld, 2010, p. 235)

2) The Army. Israel’s security consumes a significant amount of the national resources. Even before Israel invaded Lebanon in 1982 defence was consuming about 30 percent. This allowed for the development of a national defence industry allowing also for significant exports. The developed technologies, as is often the case, were then forwarded to civil life. Indeed, as of 2007, high tech industries, employing 7 percent of the workforce, accounted for 23 percent of foreign sales. Many of the people that started these companies first met during their military service. After their discharge from R&D agencies of the IDF, making use of the informal character of Israeli life and the country’s small size, they stay in touch. They latch on to some interesting idea and start a new company in their homes or even a garage. In 2007, Israel was said to have the highest number of start-up companies per capita in the world. (Creveld, 2010, pp. 227-231)

3) Innovation. As many visitors will soon note, Israelis are utterly lacking in social discipline. They gesticulate, they raise their voices, and they treat any queue as an invitation to jostle one another. They drive like madmen and will smoke a cigarette under a ‘’no smoking’’ sign. Certainly, this system comes with disadvantages. It might explain why Israeli firms are not that good in building and managing large-scale enterprises. This, in turn may explain why they have so seldom succeeded in producing consumer goods that crowd the selves of developed countries as Canon, Seiko, Sony, Toshiba, Samsung and others.

On the other hand, this lackadaisical, disrespectful, and often noisy approach to life is not without certain advantages, too. A certain kind of mental rebelliousness is almost definitely an indispensable prerequisite for creativity and inventiveness. All this may explain why Israelis, though they may not have developed and sold many famous consumer products, do provide many of the programs and devices that go into these products. In 2000, high-tech firms exported over 45 percent of their product. (Creveld, 2010, pp. 232-233)

4) Reform. Israel implemented a stabilization program, that, as foreign economists wrote, was among the most successful in the entire world. As very often in such cases, cuts in subsidies and transfer payments - from 22 percent of the GNP in 1979-1983 to 17 percent in 1980-1984 and 15.4 percent in 1985-1989 - made people extremely unhappy. Israeli society, which had been smothered by the state for so long as to become almost identical with it, finally started casting off its socialist shackles. (Creveld, 2010, pp. 214-215) One can sum up the process by saying that during the entire period from 1997 to 1992, Israel did much to push itself away from state-directed socialism toward a market economy, complete with a very active and often volatile stock exchange. (Creveld, 2010, p. 222) Yet the state was far from having sold all its assets and the role the government played in the economy remained considerable. Thus, the extend of the shift should not be exaggerated. (Creveld, 2010, p. 225)

Similarly, fourfold answers for Israel’s success given in the book of Ari Shavit include: the infrastructure of the defence industry, Israeli innovation and improvisation, Russian skill (immigration), and the integration of different fields of knowledge in small, daring groups (Shavit, 2013, p. 352) or reducing government spending dramatically (from 51 percent of GDP in 2022 to 42 percent in 2011), reducing the national dept significantly (from 100 percent of GDP in 2002 to 75 percent in 2011), maintaining a conservative and responsible financial system, and fostering the conditions required for Israeli high-tech to continue to flourish. (Shavit, 2013, pp. 354 - 355)

14. How did the peace process evolve during this period?

The Lebanese adventure, grown out of grandiose nationalist-religion dreams concerning the need for and the feasibility of Israel’s hold on ‘’the complete’’ Land along with its Arab residents, marked the end of any desire on Israel’s part to wage large-scale offensive war against its neighbours- that is unless it is left with no other choice. It also ended any illusion that the country would ever be able to impose peace on its neighbours through force of arms. (Creveld, 2010, pp. 209-210)

By the end 1987 Israel and its security forces faced new challenges. The first intifada broke out in December and the IDF, used to fight against enemies, who, on paper at any rate, were much stronger than itself, now faced an ‘’enemy’’ consisting of men, women, and children without proper organization, proper training, proper weapons, proper anything. As usual in such cases sympathies are with the weaker and the breaking, in some cases, of the rules of engagement meant to prevent civilians from being hit caused a gradual break down of the mutual trust among the troops and the society they served. (Creveld, 2010, pp. 239-244)

Eventually, in 1993, at a time when the PLO’s fighters in Israel’s northern border were started to be replaced by those of the Hezbollah, Yasser Arafat met Yitzhak Rabin, Shimon Peres, and President Bill Clinton on the White House Lawn. (Creveld, 2010, p. 209) With the Oslo Accords, signed in August of that year, Israel and the PLO formally recognized each other. A Palestinian National Authority (PA) was set up, and it committed itself to changing the Palestinian National Charter, which had called for the destruction of Israel. Disputed territories were divided into three zones: Zone A were to come under the full control of the PA. In Zone B Israelis would look after security and the Palestinian Arabs civil affairs. Zone C areas, which included settlements established by Israelis, were to remain under full Israeli control, which however did not extend to the Arab civilians. These arrangements were to maintain in force for five years, during which an overall settlement would be negotiated. (Creveld, 2010, p. 249) Two years later, following an agreement known as Oslo II, Israel gave the Palestinian Arabs self-rule in the towns of Bethlehem, Hebron, Jenin, Nablus, Qalqilya, Ramallah, and Tul Karem, as well as some 450 smaller settlements. (Creveld, 2010, p. 251)

In the past any Arab leader who was suspected of cooperating with the Jews promptly put his life at risk. The list of those assassinated is long: Jordan’s king Abdullah I (1951), Egypt’s President Anwar Sadat (1981), Lebanon’s President Bachir Gemayel (1982) … (Creveld, 2010, p. 36) Now it was time for an Israeli to pay the price for the peace negotiations. Prime Minister Yitzhak Rabin was murdered in Tel Aviv on November 4th, 1995.

15. Did the piece process work out though?

The Israeli side heavily criticized Yasser Arafat for hir role in the failure of the 2000 Camp David Summit (Wikipedia, 2022) to reach a final agreement on the peace process. It is said that as long as negotiations dragged on, the international community would fete him as a reformed fighter now dedicated to peace. Were he to sign an agreement, however, the international community would expect him to govern and would hold him accountable for what unfolded in his newly founded state. With time, fewer and fewer people were inclined to believe that Arafat had any intention whatsoever to make the transition. (Gordis, 2016, p. 377)

Bill Clinton also expressed his disappointment by telling Arafat, when the latter tried to assuage the outgoing president by telling him what a great man he was, in January 2001: ‘’Mr. Chairman, I am not a great man; I am a failure; and you have made me so.’’ (Creveld, 2010, p. 262)

The blame for the failure rests not on one side though but on both. From their side, the Israelis never ceased settling the disputed territories (Creveld, 2010, p. 256) and lit the fuse for the second intifada, also known as the Al Aqsa Intifada after one of the mosques on the Temple Mount, visited by Ariel Sharon on the 28th of September 2000, although the latter claimed ‘’ this has nothing to do with me’’. Desperate attempts by Clinton and prime minister Ehud Barak to reach cease – fire and renew the Camp David talks led nowhere. (Creveld, 2010, p. 263)

16. What is to (will) be done for the settlement of the Palestinian Israeli – Arab conflict?

The attempt for peace negotiations, even though it did not succeed and perhaps even assuming that it could not have succeeded, was well worth making – for the simple reason that talking is always better than shooting. Certainly, it did nothing to harm Israel’s security. As long as it lasted it raised the country’s international standing, and its own self – image, to unprecedented heights. (Creveld, 2010, pp. 255-256) Thus, it is reasonable to assume that some form of peace negotiation will always be in place between Palestinian Israelis and Palestinian Arabs.

At the same time though, one should keep in mind that a secure homeland for the Jewish people is a principal goal of Zionism (see question2). Furthermore, David Ben-Gurion’s concern for the demographic issue and the recognition of the need to establish a (viable) Jewish state without a large Arab minority remains in place (see question 8). These, together with the fact that the majority of the Israeli’s, in spite of the bitter opposition on the part of hard-liners, has repeatedly shown itself prepared to give its approval for the secession of land for peace, (Creveld, 2010, p. 269) point out, at least to me, that a two – state solution is more favourable for Israel.

It is doubtful that this is also the case for the Arabs and especially the Israeli – Arabs. It is reported that each time the possibility of transferring land from Israeli to Arab rule is mentioned, they become almost hysterical. And with very good reason: Visiting the occupied territories, and travelling in the Arab world, they can see first-hand how poor, how backward, how contemptuous of the individual most of that world is. Becoming part of the West Bank would mean joining a society where per capita income is less than 10 percent of the Israeli figure. To make things much worse still, they would be entering a world where ‘’rights’’ do not exist. (Creveld, 2010, p. 312) Nevertheless, I believe that the decision for the outcome of the whole process lies mostly on Israel’s side with the Arabs having little, if any, means to affect it.

If a Palestinian Arab state is established, it is suggested that Israel should not pretend that this establishment has solved or will solve anything. On the contrary, it should recognize from the first moment that this is the state of an inveterate enemy and act accordingly. (Spencer, 2019, pp. 220-221) Roadblocks, walls and other tested means to supress jihadist activities will most probably remain in place and probably be reinforced at the border with the Arab state. Furthermore, a bright light would be shed on such activities challenging the shapers of international opinion. (Creveld, 2010, pp. 267-271) (Spencer, 2019, p. 221) It is unlikely that the Israeli political Left could help loosening Israel’s grip on the envisaged Palestinian Arab state, if the latter was to be proven hostile to the Jews, as its evisceration during the second intifada has proven. (Gordis, 2016, pp. 383-384) The Palestinian Arabs would still have a choice though, to loosen this grip by electing an authority that would work towards the built of mutual trust with Israel for the benefit of both states.

Were Israel to opt for the assumption of full political control over the Arab territories (one state solution), the security measures in place could only lower its international standing, enhancing the accusations for an apartheid state.

17. Where do Israeli – Arab relations stand today?

The establishment of the state of Israel was followed by a combined attack from its Arab neighbours aiming at its elimination. The state of Israel is not threatened by its Arab neighbours anymore. There are peace relations with Egypt and Jordan. The situation in Lebanon and especially Syria casts any threat of war from these countries as negligible. In the wider circle of Arab countries surrounding Israel, Iraq, after years of war and foreign interventions, is also not a threat anymore. The activities of terrorist groups in these countries are a nuisance indeed but no threat for the sovereignty of the Israeli state.

The danger lies further to the north-east in Iran and its nuclear program. Notably the threat is also perceived by other Arab countries that joined the so-called Israeli – Arab or Israeli - Sunni alliance. (Wikipedia, 2022) Given Israel’s own nuclear teeth, which are sharp and constantly growing in number, to attack it without acquiring nuclear weapons first would be madness; to attack it after acquiring such weapons, much greater madness still. (Creveld, 2010, p. 316) Nevertheless, in the past Israel had the ability to implement the Begin Doctrine of pre-emptive strike in a way that guaranteed its future. The destruction of the nuclear reactors in Iraq (Operation Opera) (Wikipedia, 2022) and Syria (Operation Outside the Box) (Wikipedia, 2022) speak for it. But it has been suggested, that as time passes, this capability is eroding. (Shavit, 2013, p. 381) The execution of Mohsen Fakhrizadeh, chief of Iran’s nuclear program (Wikipedia, 2022) in 2020 speaks for the opposite though. Still Iran represents the biggest challenge in Arab – Israeli relations today.

18. What about Israel and the rest of the world?

In question 11 we saw how back in 1975 Israel was practically declared as a pariah state with UN resolution 3379. The problems of Israel with the UN continued also in recent years. Between 2003 and 2012, the UN issued 314 resolutions concerning Israel, nearly 40 percent of all resolutions in that time. At the end of 2013 of the 103 resolutions about individual countries from the UN Human Rights Council (UNHRC), 43 of them (42 percent) had condemned Israel. Israel was the subject of more emergency sessions in the UNHRC than any other country. (Gordis, 2016, pp. 393-394) Thus, Israel needs to carefully tackle issues mainly related to the Palestinian Arabs (see question 16) to keep the country’s international standing high and avoid feeding initiatives like BDS. (Wikipedia, 2022)

In any case, today, Israel can by no means be considered a pariah state. As, after the end of the Cold War, the American colossus straddled, or seemed to straddle, the globe, Israel’s special relation to the U.S. helped it improve its international position out of all recognition. Many countries were eager to resume or improve relations with it, seeing that the road to Washington appeared to lead, to some extent, through Jerusalem. More recently, the alternative to the American hegemony seems to be a world divided among five large powers: the United States, the European Union, Russia, China, and India. Israel keeps (or should try to keep) a good relationship with all five. Maintaining normal relations with them, and assuming a minimum diplomatic skill, it ought to be able to maneuver among them even if, one day, it can no longer rely on the U.S. as its principal protector. (Creveld, 2010, pp. 315-316)

19. What are the main internal challenges that Israel faces today?

In the answer to question 13 we discussed the four pillars of Israel’s success. When the discussion goes to the perils the country faces, there are four problems: (i) The education system has deteriorated, and it endangers Israel’s ability to sustain technological excellence. (ii) The employment rate among ultra-Orthodox men is only 45 percent. (iii) Most Arab women do not work. (iv) Fewer than twenty business groups control much of the local market and thus restrict competition. (Shavit, 2013, p. 355)

As far as the problems (i) and (iv) are concerned, retaining and growing talent and diversification in the economy should not be taken lightly, but relay totally on political will. Influencing the beliefs and corresponding habits of the ultra-Orthodox Jews and non-Jewish minorities [problems (ii) and (iii)] is much more complex. Especially for the latter (see also question 16).

Regarding ultra-Orthodox Jews a way of political action is based on the, unpleasant, cut-off of government subsidies like child allowances in order to force many Orthodox men to look for work. Presumably, secular studies, to prepare them for work, and secular jobs will draw them closer to the mainstream and a different lifestyle; even if this does not happen, the fact that people have jobs will allow them less free time in which to follow the rabbis’ call, descend into the streets, and demonstrate against this or that alleged violation of religious law. (Creveld, 2010, p. 308) Should Israel fail to contain its ultra-Orthodox elements, then a situation similar to the ulema-state alliance that tortures the Muslim world cannot be excluded with unexpected consequences for Israel, the Middle East region and the rest of the world. (Kuru, 2019)

20. What (how) is today’s Israel?

Israel belongs to the West. Thus, the American influence on the country’s social, economic and political life is to be expected. (Creveld, 2010, pp. 287-291) The characteristics of the Mediterranean part of the western world are also present though, as we saw in question 13, in its people’s lackadaisical, disrespectful, and often noisy approach to life. Yet this is just one side of how things are. The other consists of a society that, in many ways, is as varied, friendly to foreigners, open minded, and above all, creative as any other on earth. (Creveld, 2010, p. 287) Indeed, starting as a desperately poor ‘’developing’’ country whose main product was oranges, and in spite of the most important obstacle of all, the absence of peace, Israel has been able to increase exports eleven thousand times in nominal terms. (Creveld, 2010, p. 274) Looking at other western countries around the Mediterranean basin, Israel is now richer than Portugal and Spain, not very far from the richer but much bigger France and Italy and significantly richer than Cyprus or Greece.

Rich or poor, over 90 percent of Israel’s inhabitants now live in the towns. Old or new, many of the towns consist mainly of blocks of flats, some of them prefabricated. While the northern half of Israel has some of the world’s highest population densities, the southern half is desert. (Creveld, 2010, pp. 280-281) Looking at two of its most important cities, whereas Tel Aviv is rich, Jerusalem, two-thirds of whose population is either Jewish Orthodox or Arab, is relatively poor. It is also a place filled with fanatics of every possible religion, creed, and belief. The place teems with tensions and fierce hatreds of every kind. (Creveld, 2010, pp. 277-278) In spite of history and tradition issues then, maybe it is worth considering whether modern Israel would really like to have Jerusalem as its capital after all.

As is so often the case, the change from its socialist roots to capitalism did not come without a cost. Israel’s welfare state, though comprehensive, had always been rather elementary. The distribution of property and income also became less egalitarian. (Creveld, 2010, p. 274) Indeed, compared to what Israelis had been used to, the new world they were now building was in many ways cold, competitive, and harsh. It was however, also one in which opportunities abounded as never before and which was prepared to bestow extraordinary rewards on the young, the talented, the hardworking, and the successful. (Creveld, 2010, p. 276) The trend towards more and more individualism continues. In part this is because Israel is no longer engaged in a daily fight for its existence. (Creveld, 2010, p. 283)

Thus, in Israel a woman who takes up a career faces a choice. Either she must remain childless (often single as well), or else she must have several others who will clean for her, (Creveld, 2010) wash for her, and look after her children for her. For many parents the solution comes from relatives, especially mothers and mothers-in-law, incidentally, another excellent example of the way the ‘’liberation’’ of women usually comes at the expense of other women. In any case, many parents have grown so anxious about their offspring that the latter barely learn how to move a finger for themselves. This fact is not without importance when it comes to Israel’s competitiveness and its ability to wage war and defend itself, when necessary. (Creveld, 2010, pp. 292-300)

Few if any of these problems though are unique to Israel. Other similarities with the western world and especially south and south-eastern Europe include worries about corruption, (Creveld, 2010, p. 301) aggressive media eager to publish only what they think will sell that usually does not include good news about good people performing good deeds, (Creveld, 2010, pp. 302-303) and other problems that are usually summarized to a comparison with Scandinavia with its near perfect external peace, very high environmental standards, economic justice, far-reaching social equality, and stolid, all but corruption-free political establishment that provides citizens with a very good administration indeed. (Creveld, 2010, p. 313)

But then this is only one side of the coin. In the eyes of many people, much of Scandinavia stands for a pompous bureaucracy that thinks it always knows everything better than anyone else. Supposedly it is characterized by extremely tight social control over the individual, from erection to resurrection, as the saying goes. To this is added occasional inexpressible boredom - everything is so normal - coldhearted interpersonal relationships, and a higher-than-average suicide rate. Compare this with hot, messy, noisy, sweaty, heterogeneous, undisciplined, warmhearted Israel (and here I add my home country Greece and south and south-eastern Europe); the kind of place where almost anybody will lend you his or her cell phone in an emergency and where, sneezing near an open window, one may hear some invisible passerby call out ‘’Bless you’’. Assuming the stereotype is more or less correct, should we really want to be like Scandinavia? (Creveld, 2010, p. 313)

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References

Creveld, M. V. (2010). The Land of Blood and Honey, The rise of modern Israel. New York: Thomas Dunne Books, An imprint of St. Martin's Press.

Gordis, D. (2016). Israel, A consice history of a nation reborn. New York: Harper-Collins Publishers.

Kuru, A. T. (2019). Islam, Authoritarianism and Underdevelopment, A global and historical comparison. Cambridge: Cambridge University Press.

MacCulloch, D. (2009). A history of Christianity. London: Penguin Books Ltd.

Ross, D., & Makovsky, D. (2019). Be Strong and of Good Courage, How Israel's most important leaders shaped its destiny. Audible Audiobook.

Shavit, A. (2013). My promised land, The triumph and tragedy of Israel. New York: Spiegel & Grau.

Spencer, R. (2019). The Palestinian Delusion: The catastrophic history of the Middle East peace process. Nashville: Bombardier Books (An Imprint of Post Hill Press).

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Bacon's Rebellion was an armed rebellion launched in Virginia by settlers from 1676-77. It was led by Nathaniel Bacon against Governor William Berkeley. from Here, Madilynn McCarroll looks at the background and reasons for the rebellion.

A depiction of the burning of Jamestown form the 19th century.

Throughout history, many events have defined the USA, such as the Civil War which gave slaves their freedom, or the Boston Tea Party which showed what the new colonists would do for their independence. Without the Civil War, African Americans may still be enslaved. One man can change the course of history whether for the better or the worse. Bacon’s Rebellion holds more weight than people may think, it’s more than a feud between two relatives. It is what defines the colony of Jamestown and what it could have been. Would Jamestown be the colony as we know it to be or would it have been eradicated?

Nathaniel Bacon

Nathaniel Bacon was hot-headed and very full of pride, not willing to conform to the authority that was put in place to keep the colony from going awry. Bacon challenged Governor Berkeley’s power from day one and refused to back down. In Tales from a Revolution, the author discusses the effects that Nathaniel Bacon’s rebellion caused in Virginia and how it caused a rebellion in the state. The author believed that Bacon was 100% in the wrong and that he did nothing but reap chaos and destruction for the colony, and he is the reason for most of the problems they had with Native Americans. Most of the issues and reasons for this rebellion are because of the stubbornness of both Governor Berkeley and Bacon. Nathaniel Bacon earned a quick reputation for himself from the day he stepped foot in Jamestown and became known as“very ambitious and arrogant.” (rice 2012, pg.28) So, it was no surprise that Bacon did exactly what he wanted instead of submitting to Governor Berkeley.

The main reason for the rebellion was an argument between Berkeley and Bacon about the colonists and Native Americans. This was the beginning of Bacon's Rebellion because this small argument would lead the way to bitterness and anger between the two relatives. The Native Americans in the area were stealing from the colonists and Berkeley decided to wait it out and hoped that they wouldn’t do it again. This infuriated Bacon and he completely disagreed with the Governor’s approach to the matter. Bacon decided to serve his own justice on the Native Americans but ended up crushing the peace that Governor Berkeley had tried to have with them.

Nathaniel Bacon also led a very diverse group of people and some were even former slaves. Bacon granted these indentured servants their freedom if they agreed to become a part of his rebellion. Many scholars believe this justifies Bacon’s Rebellion because of the freedom he gave the slaves, but in reality, it endangered their lives. They were no longer innocent as they were enemies of the state of Virginia. In the end, Governor Berkeley pleaded with Bacon’s followers and offered them redemption and mercy if they turned themselves in. He promised not to harm them just like Bacon did with the indentured slaves.

Impact

Since the Rebellion many things have changed and shaped American history. According to this article scholars believe that the Rebellion is a mix of “fundamental restructuring, of patterns of war, exchange, society, and diplomacy throughout eastern North America.” (Rice 2014, pg.4) We have learned to deal with war and changes in society because of this and it has taught Governors since Berkeley ways to avoid and overcome similar problems that were created by Bacon. Nathaniel Bacon didn’t agree with Berkeley’s decision because he believed that it would lead to the destruction of Jamestown and that the Native Americans would take advantage of the colony. I believe that Nathaniel Bacon was in the wrong and his Rebellion was treason. His actions were based on pride and arrogance which led to a massacre of innocent Native Americans. Although he promised slaves their freedom he led them to their graves instead. Governor Berkeley however should have done more to prevent such chaos and he should have done his duty as Governor and protector of Jamestown. If Nathaniel Bacon didn’t stand up against the Native Americans in the way that he did, Jamestown could have suffered greatly. People looked to Bacon as a protector, for example the people of Henrico County knew that he was an outlaw but agreed that he would do everything to defend them. Governor Berkeley eventually got the last say and ended the Rebellion and gained back his power as Governor of Virginia. I may not have agreed with Berkeley at the beginning but by the end the Governor was right and Nathaniel Bacon got what he deserved as a rebel of the state of Virginia.

What do you think of Bacon’s Rebellion? Let us know below.

Bibliography

Oxford African American Studies Center and Bradford J. Wood. 2006. “Virginia.” (December). https://oxfordaasc-com.ezproxy.liberty.edu/view/10.1093/acref/9780195301731.001.0001/acref-9780195301731-e-45086?rskey=VRqNxm&result=4.

rice, James d. 2012. Tales from a Revolution: Bacon's Rebellion and the Transformation of Early America. 1st ed. N.p.: Oxford University Press, Incorporated. https://ebookcentral-proquest-com.ezproxy.liberty.edu/lib/liberty/reader.action?docID=4704490.

Rice, James D. 2014. “The Journal of American History.” Bacon's Rebellion in Indian Country 101 (December). https://www-jstor-org.ezproxy.liberty.edu/stable/44286295?pq-origsite=summon&seq=1#metadata_info_tab_contents.

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Whether the pun in the title made you laugh or cringe, it is fitting for the event that this article is about, the Battle of Cannae—indeed an uncanny defeat. Here, Nathan Richardson explains what happened in the 216BC battle between the Roman Republic and Carthage, part of the Second Punic War.

The Death of Aemilius Paulus at the Battle of Cannae. A 1773 painting by John Trumbull.

In 216 BC, the Roman Republic faced not only defeat, but the possible dissolution of their empire. The foreign armies of Carthage, Rome’s rival from across the Mediterranean on the North African coast, tread on Italian soil. Hannibal Barca, one of history’s most renowned and daring generals, and Carthage’s best hope of victory, cowed Rome’s allies and threatened Rome herself. Having traveled from the Iberian Peninsula, through southern Gaul (modern-day France), across the nearly-impassable Alps, and down into Italy, Hannibal rampaged into the very heart of the burgeoning empire of Rome. Hannibal smashed three Roman armies in quick succession: the Battles of Ticinus (in 218 BC) Trebia (also in 218) and Trasimene (in 217) (Goldsworthy, 22-27). The Carthaginian general, whose father had reportedly made him swear eternal enmity for Rome, seemed undefeatable (Goldsworthy, 15). Each battle the Romans fought brought them closer to complete destruction. Each time the Roman army faced the Carthaginians in the open field, Rome’s vital manpower was further depleted. Each defeat, additionally, began to erode the various Italian cities’ confidence in Rome to defend them. In the north of Italy in the Po River Valley, many recently-conquered Gauls living there flocked to Hannibal’s side and threw off the Roman yoke (Keppie, 25-6). Rome stood determined still, yet the question remained whether Roman resilience would outlast Hannibal. Rome buckled under these crushing defeats, yet far darker days lay ahead.

Fabius’ Plan

In response to this crisis, the Romans elected a dictator to see them through the trials ahead—a man named Quintus Fabius Maximus Verrucosus (in the future, simply Fabius). Fabius realized that Hannibal would likely defeat the next hastily-prepared Roman army just like the last three. He saw no point in throwing another army of untested Romans against Hannibal’s experienced and hardy mercenaries and allies. Therefore, Fabius resolved to keep his army in being, and carefully avoided pitched battles with Hannibal—all the while shadowing the Carthaginians and attempting to disrupt their supplies. Hannibal, no doubt, preferred to annihilate one hastily-assembled and ill-trained set of legions at a time—until Rome was forced to sue for peace. Yet Fabius did his best to not do Hannibal the service of fighting him in the open. If Fabius could keep this up, he would slowly deprive Hannibal of food and wear down his multi-ethnic army (Goldsworthy, 27-32). Hannibal, after all, was quite vulnerable. He was an invader in a foreign land, and many of his men would only fight so long as they were paid and taken care of (Goldsworthy, 46). If the Romans haunted Hannibal’s steps, kept him from properly resupplying, and provided Hannibal’s men no source of spoils, their morale would eventually decline, and Hannibal could possibly be destroyed or driven out of Italy.

However, the Roman people soon began to tire of Fabius’ strategy, interpreting them as hesitancy or even cowardice. Cunctator (“the Delayer”) was the moniker the people soon gave him (Keppie, 26). According to the Greek historian Plutarch, Hannibal, aware of Fabius’ unpopular strategy of non-engagement, purposed to further discredit Fabius. To do so, he sacked and burned the lands surrounding Fabius’ personal holdings, yet left Fabius’ property untouched—going so far as to post guards around Fabius’ property to ensure it stay unmolested. When word of this reached Rome, Fabius’ reputation took a serious downturn, and slanderous rumors of treason circulated around Rome (Plutarch, 217). Once his six-month term as dictator expired, Fabius left the army and returned to Rome (Goldsworthy, 31). Not only did Fabius leave office deeply unpopular, but his strategies would be disregarded by his successors.

With the dictator out of power, Rome again appointed two Consuls to lead her through this crisis. These two Consuls were Paullus and Varro. Responding to the impatient voices of Rome, the two Consuls hastily raised a new army, this time made of eight legions and troops from various allies of Rome (probably in the form of light infantry and cavalry), and set forth to meet Hannibal. This army that Paullus and Varro led was indeed massive, numbering around 75,000 men. Their army outnumbered Hannibal’s force nicely, which numbered only 40,000 men (Keppie, 26). If all else were equal, an army with such a numerical advantage must surely win a pitched battle. However, Hannibal’s skill as a tactician, as well as the Roman consuls’ poor decisions, would hobble Rome in taking full advantage of her superior numbers. Additionally, Rome’s hastily formed force, man for man, was far from the Carthaginian’s army’s equal.

The Battle

The Romans and the Carthaginians met by the Aufidus River (now called the Ofanto) near the town of Cannae in southeast Italy. The ground chosen by the Romans favored the Roman situation, since the Aufidus running on the Roman right and rough land on Roman left limited the space open on either flank for Carthaginian cavalry (which was superior to the Roman’s) (Goldsworthy, 99). Additionally, the ground offering little room for maneuver complemented the Roman tactics for this battle. Their plan was blunt: they would launch a full-frontal assault and attempt to use their enormous numbers to brute-force their way through the Carthaginian line. However inelegant it might be, the plan’s lack of complexity did not ask too much of the poorly trained and hastily organized army the Roman’s fielded (Goldsworthy, 113-16).

Between the two Consuls, Varro is typically depicted as the braggart fool who bumbled his way into Hannibal’s trap, and Paullus as the martyred prudent commander. Though it is difficult not to blame the day’s commander for the calamity about to befall the Roman army, especially since Varro was most certainly the bolder of the two commanders, this characterization is likely an exaggeration at least (Goldsworthy, 84, 72-3). However, it must be remembered that neither consul had ever commanded such a massive force (this was one of the largest armies Rome would ever put into the field), and both consuls were entirely outmatched by Hannibal in generalship (Goldsworthy, 66, 64).

Hannibal’s arrangement of troops was key to the Carthaginian success. Contrary to the Roman’s expectations (and possibly good sense), he placed his least experienced and least reliable troops (the Celtiberians from modern-day Spain) as his center in the battle lines. He also arrayed these troops in an arc, bowing out towards the Roman lines. These troops provided a very tempting focal point for the Roman charge. So, with a deliberately weak center, Hannibal posted his best troops, his Libyan heavy infantry, on either flank (Keppie, 26). On each far flank, both sides posted cavalry on either side. Though vastly outnumbered in terms of infantry, Hannibal did possess more cavalry and of higher quality than the Romans mustered. This equestrian superiority would become another key element of Hannibal’s victory (Keppie, 26).

In typical ancient warfare form, the battle commenced with light infantry of both sides armed with javelins, bows, or slings running forward and attempting to break up the enemy’s formations with projectiles. The light infantry also served another purpose: they helped to screen the movements of the main army from the enemy’s view. If the Roman commanders had been able to see Hannibal’s arrangement of troops, they may have realized what kind of trap lay in store for them. Thus, light infantry assisted in blinding the commanders on either side from having a complete picture of their enemy’s designs (Keppie, 26). Further, Plutarch states that a strong wind blew sand into the eyes of the Romans during the battle, giving the Carthaginians a further edge over the Romans (Plutarch, 223).

Trap

Paullus’ and Varro’s army blundered forward, intent on smashing through the weak Carthaginian center. While this drama played out in the center, the Roman and Carthaginian cavalry engaged in a heated melee on the flanks. The cavalry situation was less in Rome’s favor. On the Roman right, Hannibal’s allied Celtic cavalry beat the Roman cavalry on that side, and forced the Romans to flee. Meanwhile, on the Roman left, the Roman cavalry managed to hold off Hannibal’s Numidian cavalry. But the Roman left soon broke and fled when the victorious Celtic cavalry, abandoning their pursuit of the Roman right’s horsemen, turned against the Roman left’s cavalry (Keppie, 26). Thus, the Roman cavalry on either flank were beaten and driven off, leaving the Carthaginian cavalry unopposed.

While the Roman cavalry fought and fled the field, the Roman infantry, though still superior in numbers, pushed themselves further and further into Hannibal’s trap. As the Romans pressed forward, Hannibal’s center fell back and began to break, inverting the arc that the Carthaginian line formed. However, this arc did not break. Instead, the formerly concave arc turned convex. Every step forward the Roman center made was one step farther into Hannibal’s trap. As Hannibal’s center fell back with the Roman push, the Libyan infantry, on the extreme ends of the line, began wrapping like tentacles around the Roman flanks, eventually transforming the orderly host of Roman infantry into a disorganized mass of men, where all semblance of formation disappeared, and the enemy were suddenly present on three sides—Celtiberians in the front and Libyans on either flank (Keppie, 26).

The Roman Legions’ fate was sealed with Hannibal’s final move: the victorious Carthaginian cavalry charged the Roman rear. With just-victorious Carthaginian cavalry nipping at their heals, the Roman infantry in the rear began to melt away. The poor Romans in the very front did not flee—they could not. The veteran Carthaginian infantry bore down on them, and a massive noose, encompassing tens of thousands of Romans, began to tighten. They were pushed into a tighter and tighter mass, so much so that the legionnaires could not properly use their weapons. Many men were forced to stand and wait for all the men in front of them to be hacked down before they met their own end (Goldsworthy, 177). Only about 10,000 managed to escape the slaughter and limp dejectedly back to Rome. The rest, over 50,000 Romans, were slaughtered where they stood or as they fled (Goldsworthy, 183). Among the lucky survivors was Varro, the impatient Consul who fell for Hannibal’s trap so nicely. Paullus, on the other hand, died with his men.

Aftermath of Defeat

The defeat Rome suffered at Cannae was colossal. A large proportion of Rome’s men of fighting age had been slaughtered. A defeat such as Cannae would have been the end for almost any other empire. Yet, Rome was not like other empires. Rome did not sue for peace. A galvanized Senate and People of Rome were more determined than ever to rid Italy of Hannibal and the world of the hated Carthage (Goldsworthy, 197). New armies were raised, and the Fabian strategies resumed (Keppie, 28). Hannibal, having doubtlessly suffered heavy casualties at Cannae (though light compared to the Romans), did not follow up his victory with a march on Rome, against the advice of his more aggressive generals. One of his generals is recorded by Livy as having told the great Hannibal, “Truly the gods do not give everything to the same man: you know how to win a victory, Hannibal, but you do not know how to use one” (Goldsworthy, 189). Instead, Hannibal focused on trying to turn more Italian cities (allies of Rome) to his side in order to get the men and supplies he needed. Though many flocked to his banner after Cannae (notably, Italy’s second-largest city, Capua), not enough of them did. Rome still held firm, and so would many of Rome’s allies (Keppie, 28). The war continued in Italy for over a decade more. In 204 BC the famed Roman general Scipio Africanus made an invasion of North Africa from Sicily, with the intent of assaulting the city of Carthage itself. He was not known as Africanus then, but his upcoming campaign in North Africa would soon earn him that title. In response to this threat, Hannibal was recalled from Italy to defend the seat of the Carthaginian empire (Goldsworthy, 202). In total, Hannibal and his army had ravaged Italy for nearly fifteen years—fifteen years of brutal, bloody conflict across many battlefields. Yet, Cannae would be the one battle that Rome remembered the clearest as one of their darkest days—though a dark day that was not the end of Rome.

Influence of Cannae

Hannibal executed a near-perfect encirclement of eight Roman Legions by the Aufidus River in southeast Italy. In awe of this achievement, generals throughout history have attempted to replicate it. The “double-envelopment”, “Pincer movement”, or simply “encirclement” became the dream of every ambitious general. German General von Schlieffen planned (unsuccessfully, as it would turn out) to achieve a double-envelopment of the Allied forces in the First World War. So too did US General Schwarzkopf in the Gulf War. Hannibal’s double-envelopment was and is the ultimate winning-stroke that many commanders throughout history have sought for, yet rarely achieved. Many generals throughout history have looked all the way back, over two thousand years ago, to the Battle of Cannae for inspiration (Goldsworthy, 205-6).

What do you think of the Battle of Cannae? Let us know below.

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The Western Front of World War I conjures up images of trenches, bunkers, and an artillery scarred no-man’s-land. On one side was the German Empire, on the other was France, the British Empire, and, eventually, the United States. It has long been forgotten that there was another Allied nation that fought in the trenches of Northern France and Flanders. Two divisions of the Portuguese Army fought in the British sector of the line from April 1917 to April 1918. This is not even to mention the equally large number of troops sent to fight in Angola and Mozambique against German colonial troops. Tens of thousands of Portuguese soldiers would serve in the trenches of northern Europe and in Africa. They would fight in major battles, and yet the role of Portugal in World War I is generally not acknowledged or understood.

Matt Lowe explains.

Portuguese troops going to Angola during World War I.

Revolution and a New Republic

On October 5, 1910, the Kingdom of Portugal ceased to exist. A republic was established in its place, one of only a handful in Europe. The Portuguese monarchy had been gradually weakening for decades, with numerous incidents highlighting its shortcomings at home and abroad. Notably, a disagreement over colonial boundaries in southern Africa in 1890 led to diplomatic humiliation at the hands of Britain, Portugal’s oldest ally. On February 1, 1908, King Carlos I and his heir Luis Filipe were assassinated by militant republicans. The king’s second son thus ascended to the throne as Manuel II at only 18 years of age. The monarchy was on its last legs by this point, and it was Manuel’s poor fortune to reign during such turbulent times. When the revolution finally came two years later, Manuel was forced into exile in Great Britain. A devout Portuguese patriot until his death in 1932, he would never return to his homeland. Unsurprisingly, the new republic proved to be politically unstable with a revolving door of governments over the next several years. Many Portuguese politicians wanted to prove to the rest of Europe that Portugal was no longer a political and cultural backwater. When war broke out across the continent in 1914, there was finally an opportunity to show the world that the republic was strong and that Portugal had entered the modern age politically and militarily.

A Global Conflict Begins

When the First World War began on July 28, 1914, a series of alliances rapidly brought most of the
European great powers into conflict with one another. Although Portugal did not formally join the war at this point, the war came on its own to the Portuguese colony of Angola. German South West Africa (modern day Namibia) lay directly south of Angola, and it became a battlefield as soon as news of the outbreak of war reached it from Europe. South Africa, a major British possession, had around 40,000 troops stationed there, a much larger military force at its disposal than the roughly 3,000 men of the Schutztruppe plus lower quality militia in German territory. The fighting in German South West Africa would take place mostly in the southmost parts of the colony against South African forces. Notably, however, the German military commanders in the region learned that a Portuguese expedition was being sent near the southern Angolan border. This combined with the knowledge that Portugal was Britain’s ally made them believe that this was going to lead to a Portuguese invasion from the north in conjunction with the British one in the south. Thus, the German commanders decided to send a portion of their forces to the north to launch a preemptive strike against the incoming Portuguese expedition before it could do the same to them. What they did not know, was that Portugal had no intention at the time to do anything of the sort, with the expedition’s primary role being to secure the border from German incursions and local rebel activity.

Portuguese metropolitan and colonial troops had seen intermittent fighting in southern Angola for decades and there was a fear that the war could spillover into Portuguese territory and potentially ignite a new wave of fighting. The German decision to attack was therefore almost a self-fulfilling prophecy of bringing Portugal into the war. Starting in October of 1914, a series of small battles were fought in southern Angola, most of which were won by the better trained German forces. Virtually all of these skirmishes were too small to ever be given names by either side’s historical records. The largest battle occurred on December 18 at a town called Naulila near the border, which ended in a hard-fought German victory and involved around 1500 Portuguese and 600 German troops. Ultimately, the Germans were able to occupy parts of southern Angola until July 1915, before withdrawing as the rest of South West Africa began to collapse and surrender to South African forces. As the Portuguese government predicted, there was an uptick in local rebel activity in southern Angola after it was re-occupied by Portuguese troops, due in part to the Germans distributing weapons to such groups in an effort to destabilize the region. Still, Portugal chose not to formally join the war, because, as of yet, there was more to be gained by using its neutrality to keep it safe while aiding Britain in more indirect ways.

Portugal’s Strategic Situation and Entry into the War

In spite of the 500-year-old alliance between Portugal and the United Kingdom, Portugal itself did not immediately join the war. This was largely at the insistence of the British government, as it viewed neutral Portuguese ports and shipping as more valuable assets than Portuguese troops on the battlefield. The British had a long history of exploiting its weaker ally, and the first half of World War I was merely a continuance of this trend. Between the revolution in 1910 and its formally joining the war in 1916, Portugal experienced a rapid succession of short-lived governments of different persuasions, although they were all pro-republic, they differed on their stances on formally joining the war. One of the reasons various Portuguese leaders at the time favored joining the war was to use it as a way to legitimize the republic to the rest of the world as it would fight against the arch conservative Central Powers and show that Portugal was no longer some culturally backward relic. As mentioned above, there was also a very real concern about maintaining security further from home in the African colonies. In spite of these motivations, it was not seen as being overall beneficial to fight and Great Britain exerted its not-so-subtle influence on the country. The ports of Lisbon and Porto were of great strategic value, while the Portuguese armed forces were of dubious quality at best. British diplomats knew the Portuguese would not act without the approval of the United Kingdom, and thus kept Portugal on a short leash. With Portugal officially neutral but decidedly oriented towards British interests, the United Kingdom would reap the most benefits without needing to invest many of its own resources.

This could not remain the situation, however, as the war continued to consume more and more British lives, material, and money. Most importantly, British merchant ship losses were constantly increasing. The neutral Portuguese ports offered a unique opportunity. There were dozens of German merchant vessels that had anchored in Portuguese waters early on in the war to avoid being captured by the Royal Navy. The British government made a formal request to the Portuguese Republic to confiscate these ships and hand them over for British use. Portuguese leaders had been waiting for this request and proceeded to take control of the German ships on February 24, 1916. Germany was understandably upset at this sudden violation of supposed neutrality and went on to declare war on Portugal on March 9. Portugal was now at war, although it would be several months until Portuguese troops would see combat in Mozambique and over a year until they would see combat on the Western Front.

The Portuguese Expeditionary Corps Arrives in France

The declaration of war from Germany did not translate into the immediate sending of Portuguese troops to the Western Front. Although Portuguese leaders had been seeking this outcome and the army had been mobilized since 1914, it would still take time before the necessary units could be gathered and trained sufficiently. The British, French, and Portuguese planners met to hammer out the details for how the Portuguese army would be equipped and where it would be stationed on the front. Ultimately, it was decided that the Portuguese would fight alongside the British in Northern France and Flanders. The infantry would be supplied with British arms and equipment to ease logistical concerns. A separate artillery unit would be supplied by the British as well, but it would operate under French command in a different sector. The first Portuguese troops landed in France on February 2, 1917, nearly eleven months after formally entering the war. After further training and equipping, the first units of the Corpo Expedicionário Português (CEP) would take their places in the front lines on April 3. Over the following year, the CEP would grow to two divisions with a total of 55,000 men, initially under the command of General Fernando Tamagnini de Abreu.

The section of the front the Portuguese occupied was relatively quiet. This was on purpose as it allowed the British pull out two of its divisions to use elsewhere. That is not to say that the sector was safe or inactive, however. The first Portuguese fatality on the Western Front was António Gonçalves Curado, who was killed by mortar fire on April 4. Portuguese troops treated their assignments seriously and sought out opportunities to take the fight to the Germans. The Portuguese patrolled often and conducted trench raids to capture prisoners and gather intelligence on enemy displacements. Throughout the rest of 1917 and first months of 1918, the Portuguese proved to be competent soldiers when trained and equipped properly. The primary problems that would torment the CEP, however, came from back home. Political instability had become the norm, and a de facto military junta came to power when army officer Sidónio Pais became prime minister in December 1917. In spite of the army having immense political influence, public opinion had never been strongly in favor of joining the war in the first place, and each successive government (including the junta) found it easier to ignore the problems that come with organizing and supplying a military campaign far from home. Over time, reinforcements began to dwindle, and the amount of time units spent at the front grew to ridiculous lengths. Whereas their British counterparts would cycle in and out of the front line trenches every few weeks, Portuguese soldiers had to stay for months at a time. The Portuguese logistical situation was poor and there were simply not enough spare men to go around. For their part, the British did very little to help and did not offer to replace the CEP in the line to allow for rest and refitting until spring 1918. The timing could not have been worse, because the battle that was coming would prove catastrophic for the British and the Portuguese especially.

East African Campaign

Meanwhile, the war was also being fought thousands of miles away in East Africa. German East Africa (modern day Tanzania) had been the location of major fighting since the war began, and by the time the Portuguese had formally joined the war, the German troops in the colony had begun a successful guerilla campaign against the British and Belgian invaders from the neighboring colonies. Once Portugal had formally joined the war in 1916, it sent an expedition of 4,500 metropolitan troops to Mozambique in July to shore up the colonial garrison of around 5,000 African askaris. Minor efforts were made to cross the southern border of German East Africa by Portuguese troops, but these were unsuccessful. By September of that year, the Germans had been pushed to the southern third of their colony by British and Belgian advances from the north and west respectively. At the forceful encouragement of the politicians back in Lisbon to take a more active role in the campaign, Portuguese troops launched a larger attack across the Rovuma River into the German colony. After some initial success, this attack too was pushed back across the border in October. The border area between the Portuguese and German colonies remained relatively quiet for a year. Portuguese leaders were doubtful of the value of their African colonial units and instead relied disproportionately on the metropolitan units sent all the way from Portugal. In fact, Portugal was the only country involved in the East African campaign to send significant numbers of European troops to the region. Regardless of where the Portuguese troops originated from, the German-led colonial units proved to be more effective than virtually all of the Portuguese units that fought against them. After the failed offensive, another expedition was sent from Portugal to reinforce their depleted units during the first half of 1917.

As the Allies in the north continued to press the Germans into a smaller pocket of their colony, the German commander Paul von Lettow-Vorbeck decided to invade Mozambique to acquire supplies and some breathing space for his troops. In late November 1917, the Germans attacked across the Rovuma and routed the Portuguese defenders for very few losses. With few exceptions, the Portuguese faired very poorly and the Germans captured vast quantities of food supplies, clothing, and weapons that they would put to good use for the rest of the war. British-led troops were landed on the northern coast of Mozambique to reinforce their Portuguese allies, but this only partially stabilized the situation. Von Lettow-Vorbeck’s forces remained at large in Mozambique until late September 1918 when they crossed back into German East Africa and then on into Northern Rhodesia (modern day Zambia). The war ended a month and a half later with the German forces in East Africa being the last Central Powers troops to surrender on November 25, 1918. The Portuguese performance during the East African campaign was their worst showing of the war. Poor leadership, insufficient training, low morale, and ill health all contributed. The only territorial gain awarded to Portugal for its participation in the war was the Kionga Triangle at the mouth of the Rovuma River. It was a small, economically insignificant area of muddy land that seems to be symbolic of Portugal’s poor fortunes during the campaign.

The German Spring Offensives and the Battle of the Lys

On March 21, 1918, the first phase of the German Spring Offensives began, with the primary aims of pushing the British army back towards the sea and gaining a stronger position before the arrival of significant American forces on the front could tip the balance in the Allies’ favor permanently. The Lys Offensive, or Operation Georgette, would be the second major effort of the offensives, and focused on the Franco-Belgian border area. By April 1918, the 1st and 2nd Divisions of the CEP had been at the front without break for nine and five months respectively. The 1st Division had been scheduled to start cycling out of the line in March, but the German attacks further south delayed this for nearly three weeks. The 1st Division was finally pulled out of the line on April 6, but it was not replaced by any British units. This left the 2nd Division to spread itself thin to cover several miles of the front lines by itself in the meantime. Three days later, on April 9, Operation Georgette began. Twelve German divisions attacked the weakest sector of the line, that was held by the Portuguese 2nd Division and the British 40th Division. The Germans had not specifically targeted the sector because it was held by the Portuguese, but they could not have picked a better time to take advantage of its particularly weak disposition. The British and Portuguese units in the area fought back as hard as they could but were quickly overrun and those that could began to retreat. That day thousands of Portuguese soldiers were either killed or captured and, after a year of frontline operations, the CEP had effectively ceased to exist as a unified fighting force.

Although the German Spring Offensives of 1918 were ultimately unsuccessful, they did provide a severe shock to the Allies and showed that the German army would be a very difficult opponent in the coming months. The entire British line had been defeated during the early days of Operation Georgette, and the generals looked for a reason. A convenient scapegoat was found in their Portuguese allies. False claims were made that the Portuguese troops had fled without fighting and left the British units on their flanks dangerously exposed. This had not been the case, and, if anything, the Portuguese had fought as hard as any of the men that were unfortunate enough to be at the front that day. Unfortunately, the British unit histories from the time maintained the narrative that the Portuguese had shamefully faltered and condemned their allies to an ignominious defeat. The fact is that the CEP had been neglected by its government at home and its allies at the front. There was no lack of courage in the average Portuguese soldier, but this can only go so far. It was inevitable that they would not be able to hold in the event of a major attack. The Portuguese army, although still based in France, would not contribute any significant forces to frontline operations for the remainder of the war.

Conclusion

History has not been kind to the fighting men of Portugal during World War I. The memory of their exploits, limited as it is, has been defined by their failures. The burden of the most spectacular of these failures, as previously described, was unduly placed on the CEP in order to save the reputation of a supposed ally. The fact of the matter is that the Portuguese contribution to the First World War was a mixed bag. Its performance in the African theaters was mediocre at best and shambolic at worst. The performance of the CEP on the Western Front, however, was of a much higher quality. In spite of the considerable failings of the British and Portuguese leadership, the CEP was generally better led, equipped, and motivated than their countrymen further afield. Over the course of a year, the Portuguese soldiers in northern France proved that they were perfectly capable of fighting in the full complexities and horrors of modern warfare. The CEP was in the wrong place at the wrong time and has paid for this unfortunate circumstance for over a century. Overall, Portugal lost approximately 8,700 European and colonial troops during the war: 657 in Angola, 2,103 in France, and 5,961 in Mozambique (mostly due to illness). One can only hope that the legacy of the Portuguese war effort can be rehabilitated now that it is clear that its poor reputation was largely manufactured by British historians during and immediately after the war. Today, there are a handful of solemn reminders of the sacrifice of the Portuguese soldiers. Most, of course, are located in various cities throughout Portugal. There are two, however, in France. One is a memorial sculpture outside the Catholic church in the town of La Couture in northern France, not far from the Belgian border. The other is located in the nearby town of Richebourg. Here is the Portuguese Military Cemetery, where almost 2,000 Portuguese soldiers are buried. Although these sites are small compared to the many other Great War monuments scattered throughout the region, they at least offer a quiet dignity to the men so long maligned and forgotten.

What do you think of the role of Portugal in World War I? Let us know below.

Now read about Portugal during World War II here.

References

Abbott, Peter. “Armies in East Africa 1914-18.” Oxford, United Kingdom: Osprey Publishing, 2002.

Barroso, Luís. “A Primeira Guerra Mundial em Angola: O Ataque Preemptivo a Naulila.” Relações Internacionais, September 2015, pp. 127-148. http://www.ipri.pt/images/publicacoes/revista_ri/pdf/ri47/n47a07.pdf

Duarte, António Paulo, and Bruno Cardoso Reis. “O Debate Historiográfico sobre a Grande Guerra de 1914-1918.” Nação e Defesa, 2014, pp. 100-122. https://repositorio.ul.pt/bitstream/10451/17732/1/ICS_BCReis_Defesa_ARN.pdf

Pyles, Jesse. “The Portuguese Expeditionary Corps in World War I: From Inception to Combat Destruction, 1914-1918.” University of North Texas, May 2012. https://digital.library.unt.edu/ark:/67531/metadc115143/m2/1/high_res_d/thesis.pdf

Tavares, João Moreira. “War Losses (Portugal).” 1914-1918 Online, April 2020. https://encyclopedia.1914-1918-online.net/pdf/1914-1918-Online-war_losses_portugal-2020-04-20.pdf

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Pollution, climate change and air quality have grown increasingly important in our everyday lives. The idea of air pollution as a danger to our health is not a new phenomenon, but has developed gradually over time since the industrial revolution. This article will explores the Victorian urge to find resources other than coal as a fuel source and how their awareness of the health, social and environmental impact coal was having on society developed throughout the nineteenth century.

Amy Chandler explains.

A London Fog, from The Illustrated London News in 1847. The fog is the result of pollution.

Internationally, air quality differs depending on temperature, industrial production and seasons. Generally, the advice for countries experiencing bad air quality is to avoid excessive exercise, avoid opening windows and wear masks when travelling outside. As many countries experience extreme weather conditions, the need to tackle the changing climate and find new energy resources is becoming apparent. Throughout history, society has adapted to changes and events such as war, environmental changes and disease that have encouraged the thinkers of the day to find new solutions to old age problems. The impact that industry has on our climate is not a new concern but one that was considered during the nineteenth century too.

The rise and fall of coal

The industrial revolution, 1750-1850, established Great Britain as a major power in Europe during the nineteenth century and allowed the British Empire to expand. The 1851 Great Exhibition held at Crystal Palace demonstrated the latest inventions and innovations in science and technology to showcase to the world Britain’s strength. The exhibition was a political move designed by the Prince Consort Prince Albert, husband to Queen Victoria, to showcase the wealth of natural resources Britain had access to such as coal and iron, industrial design and new inventions that, according to Liza Picard, would lead to improvements in public taste and in technical education, these were areas Britain needed improvement.(1) The exhibition was split into several categories; raw materials, machinery, manufacturers, fines arts and miscellaneous.(2) While this exhibition demonstrated innovation, it did not foresee what the impacts of continual industrial progress would have on the environment and public health.

During the early nineteenth century, the understanding of science and health was still working on the Miasma theory stating that disease was caused by bad smells in the air. Therefore, the idea that smoke created by burning coal was damaging their health and the environment was a difficult concept to understand. Some people felt that pollution was good for their health, with the acids and carbon in smoke filling the air somehow disinfecting the environment.(3) By the late nineteenth century, this idea gradually changed with scientific advancement, cities and towns throughout Britain were becoming filled and covered with thick, dark fog that was hard to ignore as health problems increased, coinciding with terms like smog, and pollution becoming common phrases. In 1859, Robert Angus Smith coined the term acid rain caused by the burning of fossil fuels.(4) The health impacts of the situation became more apparent in 1873 when a fog lasted three days and caused 700 deaths, 1880 and 1892 another fog caused around 2000 deaths from poor air quality.(5) A cartoon published in Punch in 1880 entitled Old King Coal and the Fog Demon illustrated the growing health concerns caused by pollution, where death was personified as a fog demon that spread illnesses throughout London.

Parliamentary concern

The Parliamentary debate for the Smoke Nuisance Abatement (Metropolis) Bill of 1853 explored the growing concern with pollution and the use of coal. The problem of smoke was described in this Parliamentary debate as something that “affected the comfort not only of their Lordships, but of everyone in the metropolis, and every class of society”.(6) The Marquis of Lansdowne stated in this debate the impact of pollution and coal, as one that was visible and inevitable, but the full extent of the impact was not taken as seriously as it should have been. Pollution was described as a “gradual encroachment, not of an invisible enemy, but of an enemy who was perfectly obvious to any one, but whose approaches were so gradual that the whole extent could hardly be appreciated; and that at this moment, and for years past, they had been living, not under the canopy of heaven, but under one of their own creation.”(7)

The Marquis of Lansdowne’s statement emphasised the silent threat that pollution was having on public health and the environment, became more apparent. At a time where the British Empire was growing strong and industrial innovation and strength was being showcased in all industries, the consequences of such progress were being ignored by Parliament and society. The “canopy of heaven, but under one of their own creation” suggests that while many in Parliament, aristocracy and even the working classes found ways to benefit from the industrial revolution, they were living under a canopy that hindered progress and they became trapped in a situation of their own making.

In 1872 the East London Observer published an account of a meeting of the Committee of Bakers to discuss the negative impact and injustice Parliament’s smoke abatement acts were having on their businesses as it “was preposterous to call a baker’s oven a furnace”.(8) The members attending the meeting built a case that their work did not create nuisances as other industries did e.g continual smoke, and they felt it was a “great oppression” since 1864 to suffer heavy fines or even imprisonment.(9) While the bakers tried to find solutions to create fires that consumed their smoke, they ultimately failed. The act outlined measures to “prevent a continuous of smoke” instead of smoke created from lighting a fire to bake bread.(10) The baking trade was seen as integral to daily life and many bakers felt that if they closed their shops in the morning and did not serve the public it would cause “great inconvenience and distress”. This meeting is an example of how Parliament legislation was not thought through in how each industry created smoke and how much of a ‘nuisance’ it was to society as a whole.

Smoke abatement societies

Towards the end of the late nineteenth century, many social reformers and environmental activists became increasingly aware of the issues surrounding coal. Many social reform activists worked within existing voluntary societies, such as the National Association for the Promotion of Social Science (abbreviated to Social Science Association), established in 1857. This group focused on educating the public about sanitation through sponsored exhibitions throughout Britain in the 1870s.(11) Furthermore, specific groups were set up that wanted to reform the problem of smoke in various cities throughout Britain. One society called the Manchester and Salford Noxious Vapours Abatement Association (MSNVAA) 1876, focused on reducing coal smoke and chemical emissions in the local area. The smoke problem was caused by a combination of smoke produced by industry and domestic hearths (a place were the fire is kept and used as a source of heat). By the 1860s, a moral concern emerged where many Victorians considered how long coal would last, and if they did not reduce the amount they used, Britain would cease to be a strong nation in the empire.(12)

During the 1870s and 1880s, concerns around the use of coal and the impact of smoke were starting to gain substantial momentum, the MSNVAA organised public lectures, classes and publications intending to educate the public on the benefits of clean air and the promotion of gas cooking and appliances instead of coal fires.(13) The majority of smoke was created from domestic hearths and the roaring coal fire of the “homely hearth” was a symbol of safety, warmth and integral to the familial life as a source of light, heat, food and boiled water.(14) For many, the move towards alternatives to coal was uneasy as the market dictated the price of coal as a cheaper option than wood. Coal created a lot of wealth for many, causing the move toward less polluting fuels to be difficult, especially as coal was also seen as a source of Britain’s industrial and economic strength.

Towards the end of the nineteenth century, a cleaner alternative to coal emerged as a smokeless version of coal called coke. Although coke had been used for centuries, it was difficult to use and ignite in domestic houses.(15) Furthermore, many Victorians disliked the colour that coke caused their fires to turn, as it was not aesthetically appealing to the stereotypical roaring hearth.(16) Gas was commonly used for street lighting from 1809, but this type of resource was expensive and not accessible to the majority of society. By 1880, gas production changed from its focus on generating light to creating heat. This gave fuel to the fire for smoke abatement societies to encourage an alternative to coal and improve public health. MSNVAA established campaigns aimed at local councils cutting gas rates and smoke abatement societies soon received funding from gas and electricity companies.(17) These partnerships attempted to promote a cleaner way of living in a smokeless city.

The Exhibition of Smoke Abating Appliances, 1881

On 30 November 1881 – February 1882, an exhibition at the Royal Albert Hall curated by the Fog and Smoke Committee (1880) decided to organise an exhibition dedicated to educating the general public on the impact of smoke from coal emitted from private houses and industry. The leaders and frontrunners of the committee were environmental activists and reformers Ernest Hart and Octavia Hill. The exhibition focused on smoke preventing cooking and heating appliances as an alternative to coal and smoke-powered items. The organisation received backing from the Lord Mayor of London, Sir William McArthur and received a great deal of press coverage before, during and after the exhibition. Hart and Hill had two clear aims for the exhibition to increase public awareness and education on air pollution and demonstrate smoke-preventative appliances.(18) Hart’s view remained that industry combined with kitchens on domestic premises were the cause of the smoke problem.

The exhibition allowed many inventors and manufacturers to create and display a variety of smokeless appliances for visitors to test and use. The exhibition was not designed to indoctrinate the visitor to use gas products, but to educate them to make their own rational decision to choose the least polluting appliances. In the first week, the exhibition had 13,000 visitors, and opening hours were extended to allow more attendance. The committee were successful in demonstrating the alternative of gas appliances, despite the gas appliances emitting a bad smell that was off putting to many visitors.

Many years later, the committee’s work and activity slowed down and differed in opinion on how to proceed after their successes in 1881. Members differed on whether the committee spent too much time focused on education and not enough pressure on governmental reform. Therefore, the committee’s exhibition highlighted the need to educate the general public to better inform their judgements and ideas on gas instead of coal. However, if legislative reform does not keep pace with the change in popular opinion, there will always be limitations to progress.

Conclusion

This event in history illustrates how we need to continually find new solutions to old problems as the world changes around us. As science and technology advance, we need to use this information to adapt how we live and operate to acclimatize to an advancing and changing environment through continual education on other alternative ways of conducting our daily lives. While the 1881 committee failed to think laterally and encourage legislative reform, rather than focusing on the education of the general public, they still managed to change popular belief towards coal and focus on gas cooking and appliances. Across the world, there is a desire and urgency to find better, cleaner and cheaper energy sources that protect our green spaces, health and future proof how we adapt and live in the future.

What do you think of the article? Let us know below.

Now read Amy’s article on the Great Stench in 19th century London here.

Bibliography

Basdeo, S. ‘Old King Coal’, 4 September 2019, The Victorian Web < https://victorianweb.org/science/environment/basdeo.html >.

HL Deb 16 August 1853, vol 129, col 1752.

Hudson, J. ‘Acid rain and the rise of the environmental chemist in 19th century Britain’, 22 August 2014, Chemistry World < https://www.chemistryworld.com/culture/acid-rain-and-the-rise-of-the-environmental-chemist-in-19th-century-britain/7670.article >.

Old King Coal and the Fog Demon. John Tenniel, artist. Swain, engraver. Punch, 13 November 1880, Internet Archive online version of a copy in the University of Michigan Library < https://victorianweb.org/periodicals/punch/publichealth/5.html >.

Picard,L. Victorian London: The life of a city 1840 – 1870 (London,Phoenix,2006).

The London Bakers and the Smoke Nuisance Abatement Act, 13 April 1872, East London Observer.

Thorsheim, P. Inventing Pollution: Coal, Smoke, and Culture in Britain since 1800 (USA, Ohio University Press, 2017).

References

1 L.Picard, Victorian London: The life of a city 1840 – 1870 (London,Phoenix,2006),p263.

2 Ibid.

3 P. Thorsheim, Inventing Pollution: Coal, Smoke, and Culture in Britain since 1800 (USA, Ohio University Press, 2017), ch.1.

4 J. Hudson, ‘Acid rain and the rise of the environmental chemist in 19th century Britain’, 22 August 2014, Chemistry World https://www.chemistryworld.com/culture/acid-rain-and-the-rise-of-the-environmental-chemist-in-19th-century-britain/7670.article [accessed 15 Aug 2022].

5 S. Basdeo, ‘Old King Coal’, 4 September 2019, The Victorian Web < https://victorianweb.org/science/environment/basdeo.html >[accessed 15 Aug 2022].

6 HL Deb 16 August 1853, vol 129, col 1752.

7 HL Deb 16 August 1853, vol 129, col 1752.

8 The London Bakers and the Smoke Nuisance Abatement Act, 13 April 1872, East London Observer.

9 Ibid.

10 Ibid.

11 Thorsheim, op.cit., ch.7.

12 Basdeo, op.cit.

13 Ibid.

14 Basdeo, op.cit.

15 Ibid.

16 Ibid.

17 Ibid.

18 Thorsheim, op.cit., ch. 7.

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At the moment of Fidel Castro's triumphant entry into Havana, Cuba on January 9, 1959, the charismatic revolutionary leader was a relatively unknown quantity. Many are surprised to discover that Castro at first enjoyed much popular support in this country. Early reports on the rebel leader featured positive, if sometimes guarded, reactions. Even Ed Sullivan, America’s premier show man, got caught up in the excitement. He journeyed to Cuba himself to interview the victorious rebel leader shortly after the latter’s entry into Havana. He was but one of myriad journalists who descended on Cuba to cover the exciting changes in the island.

In this series, Victor Gamma returns and considers how the US misjudged Fidel Castro. Here, we look at Castro’s visit to the US in 1959 and how Castro had consolidated his anti-American rule by 1960.

If you missed it, read part 1 on Cuba before the revolution here, and part 2 on when Fidel took power here.

Fidel Castro in Washington, D.C. in 1959.

In the provisional government set up by the revolutionaries, calm heads appeared to prevail. Castro also promised elections in eighteen months. The cabinet included José Miró Cardona as prime minister. This distinguished lawyer had fought with Castro for years. Once installed as prime minister on January 6, 1959, he began working to move Cuba towards a constitutional democracy. But in a move reminiscent of dictators, Castro ended up with Cardona’s job less than two months later when Cardona resigned. "I cannot run my office while another man is trying to run it from behind a microphone," Cardona complained. Ultimately, the environment in Cuba became so toxic for anyone daring to express opposition to Castro’s policies that Cardona fled Cuba. On March 3 the Castro government began a policy of nationalization and expropriation.

By the time of Castro’s visit to the United States that April, Castro’s anti-American rhetoric, his publicly stated intentions to nationalize the Cuban economy, including foreign property and his association with extreme leftists such as Che Guevara continued to sound alarm bells. The Eisenhower administration, in fact, came close to canceling Castro’s first visit. This option was discussed at a meeting of the National Security Council at Washington on March 26, 1959, just prior to Castro’s arrival in the US. On the one hand, ugly signs of an imminent dictatorship were noted. Castro’s tendency to fall back on public tirades to galvanize support, rather than taking sound administrative steps. The opinion of the CIA was that Cuba’s new leader was “moving toward outright dictatorship.” Additionally, communists were now playing an ever greater role in the new Cuba. Further dire warnings were delivered by eyewitnesses. Castro took such actions as jailing old comrades who resigned in opposition to the growing influence of communists in the revolutionary Cuban government. The day before the meeting a telegram arrived from Gonzalo Facio, the former Costa Rican Ambassador to the US. Facio had gone with José Figueres, former president of that republic, to Havana in March. He related that in Figueres’ view Castro’s policies were characterized by “extreme, unreasoning nationalism including anti-Americanism and communism.” At the NSC meeting various options were discussed: including a refusal to allow Castro entry into the country or goading the OAS into action against him. It was decided, however, that the negative impact of these measures would outweigh the benefits.

Washington

Controversy continued to swirl about the charismatic revolutionary upon his arrival at National Airport in Washington on April 15, 1959. Senator Smathers of Florida accused Castro of supporting violent revolutionary movements. Raphael Del Pino, a one-time supporter of Castro, now hurled accusations of dictatorship and sought to alert Americans to the danger of a “Communist-controlled beach head within 90 miles of the United States mainland.” Many Americans worried about the executions going on in Cuba, Castro’s ambitions and rumors that he intended to nationalize and confiscate American investments and holdings in Cuba., Richard Roy Rubottom, Jr. called him a “dangerous nationalist” and expressed "grave doubts concerning the character and motivation" of their celebrated visitor. Reports of on-going executions and Castor’s refusal to hold elections began to generate criticism and finally drove some. Democratic media such as The Atlantic and the New Republic to join the chorus questioning the genuineness of Castro’s assertions that he was a democrat.

None of this seemed to dampen the excitement of his whirlwind tour, though. Castro was feted everywhere and given free reign to make his case. To many, it looked like we had made a friend; he placed a wreath at George Washington’s tomb and the Tomb of the Unknown soldier. He sampled such staples of Americana as hot dogs and hamburgers at Yankee Stadium. Fidel publicly projected an image of moderation. He said nothing in support of the Soviet Union and repeatedly denied that his movement was even affiliated with communists. He even declared publicly, “We are against all kinds of dictators  . . . That is why we are against communism.” A highlight of Castro’s visit was a one-on-one session with Vice President Nixon. He met with Castro privately and concluded that Castro was “either incredibly naive about communism or under communist discipline — my guess is the former.” Unfortunately, these sentiments were not a matter of public record and, upon Castro’s return to Cuba, American policy was still miserably uncertain. This uncertainty would not last for long.

Back in Cuba

The actions of Castro himself in the next few months began to dissolve any remaining doubts about the dynamic Cuban leader and the worst fears of U.S. officials began to be realized. If not a communist by name, he imitated one very well. He continued to show no sympathy for the middle class, a steady stream of which headed to Miami rather than live in Cuba. Middle class disenchantment stemmed from many causes: a crackdown on religion, including confiscation of church property and the jailing of clerics and the banning of various religious expressions. On May 17, the First Law of Agrarian Reform began the process of land expropriation. In July the communist lawyer Osvaldo Dorticós replaced Manuel Urrutia as president. By that Fall, it had become dangerous to question the regime. For example, Huber Matos, who had fought alongside Castro. opposed the drift of the regime towards marxism. For this he found himself jailed for 20 years.

By the end of that year, Castro's cabinet had been purged of moderates. These had been replaced with communists or communist sympathizers. In addition, moderate critics found themselves in prison. Cuba began openly courting the Soviet Union. US policy gradually hardened in opposition, but it was not until March 1960 that US policy called for outright removal of Castro. By then, his power was probably too firm to be uprooted without an all-out invasion.

What do you think about Fidel Castro’s trip to the US in 1959? Let us know below.

Now read Victor’s series on whether Wernher von Braun was a dangerous Nazi or hero of the space race here.

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The Hitler Youth was established by the Nazis in pre-World War II Germany. It was set up to indoctrinate children in Nazi ideology. Here, Disha Mule tells us about the group and its methods.

Hitler Youth members. Source: Bundesarchiv, Bild 119-5592-14A / CC-BY-SA 3.0, available here.

If you keep up to date with Google Doodles, you’d be aware that this year on June 25, it commemorated 75 years of Anne Frank’s diary. The Diary of a Young Girl is one of the most important pieces of Holocaust literature. Despite facing several censorship issues, it still occupies a respectable spot in the list of books most widely read around the world. The book provides various insights about life during the gruesome period. There’s no doubt that it is an eminent source of study. But at heart, it remains the diary of a teenager.

Anne’s innocence, humor, and insecurities are reflected through her entries, making the reader empathize with her. Aside from all the complications of transitioning from a child to an adult, teenage life is full of hope and vivacity. It is the time when an individual is driven to prove their worth and bring about some change. If this zeal is corrupted by a race-obsessed dictator, things are bound to get dark and the rest is history.

Hitler

The German defeat in World War I was a sore spot for Hitler and played an important role in forging his strategies. Being particularly good with words, his passion showed in his speeches. His ideas and promises brought hope to the people who were still reeling from the effects of the Great Depression and the failure of the Weimar Republic. He presented his ideologies under the guise of utopic versions of Germany. At the peak of his popularity, he was hailed as the savior of the country. An extremist politician had become the Fuhrer.

The fame helped in the proliferation of his beliefs but workings to spread them across the country had already begun since the time anyone hardly knew who Nazis were. Among these endeavors was the formation of an organization for German youth. What started as the Youth League of the National Socialist German Workers’ Party, in 1922, later came to be known as the Hitler Youth(1).

“The Jew must clear out of Europe. Otherwise no understanding will be possible between Europeans. It's the Jew who prevents everything. When I think about it, I realise that I'm extraordinarily humane.”(2)

In a bid to revolutionize German nationalism, Hitler imposed various measures - the extermination of Jews being an important one. He saw the Jewish killings as a means of progress. For fulfilling his ambition of the Third Reich, it was convenient if people began viewing his ideas as their own. It would be helpful if the public were convinced that Hitler’s actions were for their betterment. And what would be more effective than targeting the most susceptible part of the population?

He set up the Hitler Youth which made the upsurge of Nazism all the easier. It was compulsory to be a part of the organization. Parents had to serve prison sentences if they objected or refused to send their child for this training(3). Some parents were proud to send their children for national service. The youth was moved by his propaganda to such an extent that they began considering these atrocities as a necessity and their service to the Fuhrer nothing short of prestige.

Beginning of a Gloomy Future

Hitler wanted to internalize the Nazi ideology in the minds of ‘pure’ Aryan children as young as three years old. According to Robert Ley, the head of the German Labor Front, the children were given a small flag to wave as soon as they started to think. This was followed by school, the Hitler Youth, and military service. Later they were taken under the front and served till death, even if unwilling.

First of all, Jewish children were segregated from the ‘desirable’ children.

“I was accepted to the Jewish Lyceum on a conditional basis. I was supposed to stay in the seventh grade at the Montessori School, but when Jewish children were required to go to Jewish schools, Mr. Elte finally agreed, after a great deal of persuasion, to accept Lies Goslar and me.”(4)

The Jewish Lyceum was the school where Jewish pupils were sent after the summer holidays of 1941. In addition to these children, those of Catholic or Protestant belief also had to attend different schools if they had Jewish blood (5).

Right around the time of Hitler’s rise to power, young Germans were failing to set high standards academically. The fact that ten Jews were awarded Nobel prizes by 1931 (6) did not help. As a result, the curriculums were changed and an extremely demeaning education system was introduced.

The study of “racial sciences” was promoted and German physics, German mathematics, etc. began to replace the erstwhile taught subjects(7). Teachers and professors also faced the consequences of this new system. Jews were forbidden to teach. While others had to swear their loyalty to Hitler under the Civil Service Act of 1937(8). There came a time when serving in the S.A. or the Labor Service or the Hitler Youth was a must to be eligible for teaching(9). All of this was done to strengthen nationalism. But that’s not the worst part. Some professors were in favor of these changes and openly endorsed anti-Semitism(10).

Training

The process of creating future Nazi soldiers started early. Boys aged six to ten were required to complete an initial training period. They would be tested in camping, athletics, and history (tampered by Nazi beliefs, of course) after which they were transferred into the Jungvolk(11). Hitler wanted them to be bold and stoic. The task for which they were being recruited had no place for the weak-hearted. Being sensitive and compassionate was seen as a flaw.

Girls, too, were organized into groups like Jungmaedal and the B.D.M. Though they went through the same training as the boys, being docile, giving birth to healthy children, and nourishing them were made their priorities(12). At eighteen, the boys joined the Labor Service and the Army whereas girls did one-year farm service while they were still in the B.D.M.(13).

The older members of the Hitler Youth also served to inspire preteens. In rooms filled with propaganda posters and the greetings of “Heil Hitler”, meetings were held for teaching the recruits how great Hitler was(14). Seeing how enthusiastically their seniors supported Hitler and his cause, the organization’s younger members blindly followed them. These senior members could be considered ‘influencers' in a way. The cakes and sweets provided at these meetings could also play a role in deciding who was a good person(15) given that the decision makers were barely ten years of age.

A very interesting point to note is that these boys and girls were not chosen from a specific background. Even if they were taught to hate a sect of people on baseless notions, discrimination was absent in case of their recruitment. Once they turned ten, whether their parents were peasants or wealthy merchants, it was mandatory to be a part of the Hitler Youth. They were trained together and ordered to carry out the same tasks. It’s odd how a sense of solidarity was instilled in these children with such delusional ideas and heinous crimes in the foreground.

Leaders of Tomorrow

Baldur von Schirach was an important name in this youth propaganda. His case seems to be an appropriate example to demonstrate the importance of good influence during adolescence. He was so mesmerized by Hitler that he even composed flattering poems about his heroism(16). While he was at Munich University, he joined National Socialist German Students’ League and helped in increasing its votes in the student elections(17). As a result, he was made the Youth Leader of the German Reich and reported to no officer or ministry but the Fuhrer(18).

Creating new leaders was as important as creating new soldiers. After an incident with his teacher at Steyr, Hitler decided that things should not be run like a Jewish school - like an anarchy.

Adolf Hitler Schools, under the Hitler Youth, sought out twelve-year-old brilliant students in the Jungvolk and subjected them to undergo six-year-long training in leadership. They were later eligible for higher education in universities. There were two other types of schools established - the National Political Institutions of Education and the Order Castles. The Order Castles were at the top with all the creme de la creme of the Hitler Youth. High achievers from the other two institutes were sent to these Order Castles where they stayed for another six years. These students were prepared to devote themselves to Lebensraum.

After the end of the Nazi regime, the Hitler Youth was evidently dissolved. The members were not convicted as they were still children. Nevertheless, studying how this entire generation was brainwashed into believing what they were doing was a great service to the nation is both pitiful and mortifying.

What do you think of the Hitler Youth? Let us know below.

References

1 Richard J. Evans, The Coming of the Third Reich (Penguin Press, 2003), 261

2 Adolf Hitler, Hitler's Table Talk, 1941-1944: His Private Conversations, trans. Norman Cameron and R. H. Stevens (Enigma Books, 2000), ‘119 - 23rd January 1942’, 235

3 William L. Shirer, The Rise and Fall of the Third Reich (RosettaBooks, 2011), 333

4 Anne Frank, The Diary of a Young Girl, trans. Susan Massotty (Doubleday, 1995), ‘SUNDAY, JULY 5, 1942’

5 Anne Frank House, “Jewish children are made to got to separate schools”, https://www.annefrank.org/en/timeline/217/jewish-children-are-made-to-go-to-separate-schools/

6 Shirer, The Rise and Fall of the Third Reich, 328-330

7 Ibid.

8 Ibid.

9 Ibid.

10 Ibid.

11 Ibid., 333-334

12 Ibid,

13 Ibid.

14 Karen Truesdell Riehl, Helga: Growing Up in Hitler’s Germany (Karen Truesdell Riehl, 2014), Treats and lies

15 Ibid.

16 Evans, The Coming of the Third Reich, 262

17 Ibid., 262-263

18 Shirer, The Rise and Fall of the Third Reich, 332-333

19 Hitler, Hitler’s Table Talk, 192

20 Shirer, The Rise and Fall of the Third Reich, 335-336

21 Ibid.

Bibliography

Evans, Richard J. The Coming of the Third Reich. Penguin Press, 2003.

Frank, Anne. The Diary of a Young Girl: The Definitive Edition. Edited by Otto H. Frank and Mirjam Pressler. Translated by Susan Massotty. New York: Doubleday, 1995.

Hitler, Adolf. Hitler's Table Talk, 1941-1944: His Private Conversations. Translated by Norman Cameron and R. H. Stevens. Enigma Books, 2000.

“Jewish children are made to go to separate schools | Anne Frank House”,

https://www.annefrank.org/en/timeline/217/jewish-children-are-made-to-go-to-separate-schools/.

Shirer, William L. The Rise and Fall of the Third Reich. RosettaBooks, 2011.

Truesdell Riehl, Karen. Helga: Growing Up in Hitler's Germany. Karen Truesdell Riehl, 2014.

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The name Nadezhda von Meck may not be familiar to many but without this wealthy widow’s generosity some of the finest classical music of all time may never have been written. Here, Caroline Baker explains Nadezhda von Meck and Tchaikovsky’s relationship.

Nadezhda von Meck.

Following the death of her rich and successful husband in 1876, forty-five year old businesswoman Nadezhda van Meck became a social recluse and even refused to attend her own children’s weddings. Her passionate love of music was her only source of joy. Although she had, in essence, removed herself from society, she continued to clandestinely attend her beloved concerts, ensuring that she sat far apart from the rest of the audience.

Finding herself with a surplus of income, and keen to put it to good use, Nadezhda offered ongoing financial support to a composer named Pyotr Ilyich Tchaikovsky whose music she greatly admired. This annual allowance enabled him to resign from his day job to focus full-time on his beloved music.

Pyotr, an incredibly talented young musician, was a lonely and troubled soul. His parents had forced him to attend boarding school at the age of ten; an experience that he found traumatic and never fully recovered from. He found it painfully hard to be separated from his mother, and her death when he was only fourteen years old devastated him.

Oddly, Nadezhda stipulated that her role as benefactor was conditional on them never meeting. They did, however, correspond by letter and this relationship provided great emotional support and encouragement to Pyotr. Over a thousand letters were exchanged between them over a thirteen-year period. Pyotr even described her as “his best friend”. Although they never officially met one another, they did catch sight of each other on occasion and it is reported that they even physically bumped into each other one day during a walk. Even then they did not interact with each other.

When her son Nikolai married Pyotr’s niece Anna, Nadezhda did not attend the wedding; adamant that they should not alter the status of their friendship.

End of the friendship

The relationship came to an abrupt end in 1890 when Nadezhda regretfully informed the composer that she would no longer be able to support him. She paid him a year’s allowance in advance with the understanding that there would be no more payments and no more contact. The true reasons for this were not disclosed to Pyotr, but by this time he was a successful composer and no longer needed the financial support that his patron had provided him with. The sudden loss of the emotional support, however, upset him greatly and he persisted in writing to her. Regrettably the letters were returned to him unopened.

Historians suggest that Nadezhda’s children had long been unhappy about the increasingly intense relationship that had developed between their mother and the composer, not least due to the rumors of Pyotr’s homosexuality. Squabbles within the family regarding money were also identified as a possible reason for the sudden cessation of the patronage. There were also reports that Nadezhda was suffering from atrophy of her arm which would have made writing letters difficult. Due to the intimate nature of their correspondence, it is unlikely that she would have felt comfortable dictating them to another person.

Death

Pyotr sadly died only three years after the relationship ended. His official cause of death was listed as cholera but there were rumours at the time that it may have been a suicide. He was only fifty-three. Nadezhda died only a few months later from tuberculosis at the age of sixty-two.

Thanks to Nadezhda von Meck’s financial and emotional support, Pyotr’s outstanding musical accomplishments of 169 pieces including ballets, symphonies, operas and concertos, have resulted in him becoming one of the world’s most famous composers of all time. Some of his greatest works, including Swan Lake, The Nutcracker Suite and the 1812 Overture are recognised and loved all over the world.

In Pyotr Tchaikovsky’s final letter to Nadezhda he wrote:

“..you probably yourself do not suspect the full immensity of your good deed!”

What do you think of the relationship between Tchaikovsky and Nadezhda von Meck? Let us know below.

Sources

https://www.californiasymphony.org/composer/tchaikovsky/the-woman-behind-tchaikovsky/

Holden, A (1995) Tchaikovsky: A Biography. New York: Random House. ISBN 978-0-679-420064

https://www.mfiles.co.uk/composers/Peter-Ilyich-Tchaikovsky.htm

https://www.theguardian.com/music/2020/oct/21/tchaikovsky-where-to-start-with-his-music

https://en.wikipedia.org/wiki/Nadezhda_von_Meck

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Redington continues his look at the independence of Spanish America by looking at Venezuelan military leader and revolutionary Francisco de Miranda. Here he looks at Francisco de Miranda’s travels across America and Europe, including his time in revolutionary France.

If you missed them, Erick’s article on the four viceroyalties is here, and Francisco de Miranda’s early life is here.

A painting of a young Francisco de Miranda. By Georges Rouget.

Having played a small part in the triumph of the American colonies in their revolution, Miranda wanted to see the society that the Americans were building. It was a natural choice for him. He already seemed to be developing his ideas for the independence of the Western Hemisphere from Europe. A society built upon liberal, enlightenment principles fit into his worldview. Being a highly literate man, Miranda would keep a diary during his travels. This record of his impressions and observations of the early United States is invaluable to any researcher and is one of Miranda’s best historical legacies.

On June 10, 1783, Miranda landed at New Berne, North Carolina. He would travel throughout the United States, seeking to meet not only the biggest players in the revolutionary saga but also the common folk as well. He was impressed that the lower-class whites and the wealthy would mix at common events (he did not mention what the views of the slaves at the events were). From the south, Miranda would journey north to visit the American capital Philadelphia. While in the city, he would insist on staying at the Indian Queen Inn, the same inn where Jefferson supposedly wrote the Declaration of Independence.

Armed with letters of introduction from those he met in the south, Miranda would put his natural charm and wit to work to ingratiate himself into Philadelphia high society. Since word of his status with the Spanish government had not caught up with him yet, he was wined and dined by members of the American government as well as foreign ambassadors and prominent citizens looking for Spanish contacts. Encountering George Washington, Miranda would say that he could not make a firm judgment on the man, due to his “taciturn” disposition. Lafayette, Miranda would find to be overrated. Leaving Philadelphia, Miranda would go to New York and meet two people who would influence his later life: Thomas Paine and Alexander Hamilton. Paine will become important later. Hamilton and Miranda were very much alike. Both men were bursting with energy and ideas. Both men believed that they had a destiny to lead their respective peoples. Both were highly intelligent and literate. Until Hamilton’s death, Miranda would continue to think of Hamilton as a friend.

After touring upstate New York and New England, Miranda’s past was beginning to catch up to him. Word from Spain had begun to filter into the United States. Instead of being an innocent victim of slander that Miranda had passed himself off as, he was in fact a deserter who was sentenced to lose his commission, pay a fine, and face exile. Miranda could no longer pass himself off as a lieutenant colonel of the Spanish Army. This change of status proved to be liberating in a way. When Miranda arrived in Boston, he used his letters of introduction to meet General Henry Knox, the future first Secretary of War under the Constitution. Miranda, Knox, Samuel Adams, and other men of the Boston merchant community would become intimate friends and form a discussion group. Over brandy, Miranda would spellbind these men with his ideas for the liberation of South America from the Spanish. Once Miranda saw all he thought he could see, as well as met all who were worth meeting, it was time to leave. While Miranda wanted to see the great experiment in action, he knew that at the present time, the United States was utterly incapable of furthering his plans for an independent South America. For this, he had to go to Europe.

Miranda Tours Europe

The Grand Tour was a trip around Europe that many upper-class people took as something like a right of passage after their schooling had been completed. It gave the young person a sense of worldliness and provided exposure to the cosmopolitan nature of 18th and 19th-century European upper-class society. Miranda, being a colonial, had not had the chance to go on the Grand Tour. He would rectify his missed chance. After reaching London, he would set out for the Netherlands and see the Continent.

As a man with command of many languages and being extremely well read, Miranda was able to ingratiate himself with the high society of each country he went to. His good looks and high wit were also helpful. He seemingly met everyone from Frederick the Great to Catherine the Great. He toured seemingly every city and historical location from Stockholm to Constantinople. Composers, philosophers, writers, and princes were all enthralled by him. He even allegedly had an affair with Catherine the Great, although this was never confirmed.

These contacts were not merely social for Miranda. It was a learning experience, yes, but he was also searching for support for his cause, the independence of Spanish America. Needing money, he would take financial support from them, then commonly called “patronage.” When he would inevitably (in his mind) strike for that independence, he wanted a network of supporters in Europe with their hands on the levers of power and money to give him their support when the time came. He was not simply playing the part of the international playboy gallivanting across the courts of Europe. There was a political dimension to this as well.

During his travels, Miranda would have to keep one eye always open. The Spanish government was still plotting to have him arrested. Through the Spanish intelligence network in Europe run through their national embassies and consulates, the Spanish would constantly attempt to arrest Miranda and bring him back to Spain. They knew what Miranda was doing, undermining their rule in the New World. In the end, the Spanish would fail to capture him due to a series of fortunate escapes as well as the influence of powerful friends. To protect Miranda, Catherine the Great would even make him a member of the Russian diplomatic service, thereby extending him diplomatic immunity.

For five years, Miranda would travel Europe. His travels would leave an indelible mark on those he met. In 1789, he traveled to France. Seeing the country, he despised what he saw as the backwardness of the peasantry. He wrote about visiting Versailles and feeling humiliated as he was forced to kneel upon seeing King Louis XVI. Miranda was not a fan of the French governmental system, and seeing it firsthand only made him despise it even more. He would leave France and return to London to begin lobbying the British government to support him.

Revolutionary Times

Miranda had a great deal of admiration for the British people and the balanced constitution of Great Britain. Although Miranda would remain a committed republican throughout his life, he would always recognize the inherent genius of the British governing system. Much of his admiration of the system itself would be tempered by seeing that system operate up close in his dealings with British Prime Minister William Pitt the Younger.

Miranda would bombard Pitt with plan after plan and scheme after scheme to liberate South America from Spanish rule. All he would need, he would tell Pitt, was money…and men…and arms…and ships, etc. Miranda was the ideas man, the brains of the operation. All of the material support would have to come from elsewhere, and where better than the richest government on the planet, the British. Pitt would always keep Miranda close enough to use him. Occasionally throwing out hope to Miranda would keep him around just in case war with Spain would break out and he might in some way be useful. For over a year, Miranda would act out the same song and dance with the British government until he could bear it no longer. He decided he would go back to France.

Why go back to France, a country Miranda held in little esteem? Because, during his time in London, the French Revolution had broken out. The people had limited the powers of the King and were overthrowing society through the National Convention. The Declaration of the Rights of Man and Citizen, authored by his friend Thomas Paine, captivated him. Here was a revolution, freeing the people and ushering in the glorious millennium of human freedom.

Arriving in 1791, Miranda would find France at war with almost all of its neighbors. The powers of Europe found the prospect of a revolutionary and trending radical republican France upending hundreds of years of tradition, as well as the balance of power on the continent, terrifying. The revolutionaries needed anyone with military experience to help secure the revolution from foreign powers whose stated goal was to overthrow the Convention and restore the powers of the king. Miranda had military experience and was made a general and ordered to take command of troops as part of the Army of the North.

With the Allies coming over the Rhine and looking to take Paris, the French needed victory. The Battle of Valmy, while being little more than an artillery duel, led to an Allied retreat. This victory was blown up in republican propaganda and was the victory that saved the Revolution. All the men involved became heroes and were declared military geniuses, and this included Miranda.

With his military reputation sky-high, Miranda was given command of a wing of the Army of the North. He was ordered by the commander, General Dumouriez, to invade the Austrian Netherlands (roughly modern Belgium) and the Netherlands. He would take Antwerp and exact a £300,000 “loan” on the city. With Dumouriez in Paris, Miranda was ordered to occupy Maastricht by the National Convention. An Allied counterattack would lead to a rout on the part of Miranda’s army. Dumouriez would return to try to salvage the situation, but it was beyond saving. Miranda had suffered a humiliating defeat. Dumouriez, however, believed the situation could be turned around. He would reorganize his forces and counterattack. At the Battle of Neerwinden, Miranda was in command of the left wing of the army. He was ordered by Dumouriez to attack the Austrian right wing. The Austrian commander, the Prince of Coburg, reinforced his position and the battle went back and forth for several hours. When the cavalry of Archduke Charles was sent in to press the attacks home, Miranda’s command was broken, and the men began to flee. Despite all of his best efforts, Miranda was unable to rally his men. Dumouriez, learning of the shattering of his left wing, ordered the army to retreat.

The Radicals Turn on Miranda

For Miranda, the defeat at Neerwinden was very ill-timed. The Revolution was taking a dark turn. The siege mentality of the National Convention was turning into political paranoia as the different factions were turning on each other. The faction he was associated with, the Girondins, was in decline, while their rivals, the Jacobins, were ascendant. In April 1793, Miranda was arrested. His old commander, Dumouriez, recognizing the cut-throat nature of revolutionary politics, denounced Miranda and stated that the blame for the defeat in the north could be laid almost entirely in Miranda’s lap. Miranda was accused of criminal incompetence and cowardice in the face of the enemy.

Then the situation became even more confused. Dumouriez, seeing the way the Revolution was turning, decided to try to overthrow the Convention and restore a previously discarded constitution. Counting on the loyalty of his troops to himself personally, Dumouriez negotiated with the Austrians to stop their advance in order to free up the Army of the North to march on Paris and suppress the Convention. As it turned out, the troops were not loyal to Dumouriez personally, and he was forced to flee across enemy lines and defect to the Coalition. Back in Paris, the first reaction amongst the radicals was that of course, Miranda had supported his old commander Dumouriez in his treason. This flew in the face of all logic since it was Dumouriez who was trying to destroy Miranda’s reputation. Despite this, the paranoia of the Jacobins, and their leader Robespierre, knew no bounds. Miranda would be brought to trial for both sabotaging Dumouriez’s chances at victory as well as allegedly supporting the same man’s treason.

On April 8, 1793, Miranda was interrogated by the Convention’s War Committee. The questioning of Miranda and his fitness for command as well as his actions gave him the opportunity to address the committee and state his case. All of the learning, literary training, and military studies that Miranda had focused on his entire life led to this moment. Against all odds, he was able to defend himself so well before the War Committee that he was able to escape the guillotine. He showed the logic of his actions, proved the accusations of cowardice to be false, and attacked the judgment of Dumouriez. He even commented on Dumouriez’s negative opinions of the members of the Convention, just for good measure.

In May 1793, Miranda appeared before a Revolutionary Criminal Tribunal, which again investigated the charges against him. Witness after witness would appear before the tribunal to support Miranda. Even Thomas Paine would take the stand in Miranda’s defense. The defense attorney, Chaveau-Lagarde, would point out to the jury all that Miranda had sacrificed for the freedom of the French people. He showed that Miranda was a man with an international reputation for integrity and was known as a lover of mankind and a freedom fighter. The letters of introduction from men such as George Washington, Joseph Priestly, and Benjamin Franklin were introduced to prove Miranda’s devotion to republicanism. Although the process would take too long in the judgment of Miranda, he was acquitted on all charges and released. The jury had unanimously returned a verdict of not guilty.

In Revolutionary France, no one was truly safe. In July 1793, the most radical leaders of the revolution began to consolidate their power in the lead-up to the Great Terror. On July 5, Miranda was arrested again, this time at the order of the Committee of Public Safety. The Jacobins were determined to destroy their Girondin opponents, and Miranda was one of the most prominent. This time, imprisonment would not be the same. Whereas before, Miranda had been incarcerated for only a few weeks, this time, he would sit in prison for much longer. Even after the fall of the Committee of Public Safety and the defeat of the Jacobins, Miranda was still not released. Only after a year and a half, in January 1795, would Miranda finally be let out of his dungeon.

During his time in prison, Miranda had begun to lose faith in the Revolution. He would begin to write and speak to his contacts about how the Revolution had lost its initial ideals. He opposed “spreading the revolution” through military conquest and expressed his skepticism of the French government. He would write a pamphlet calling for the reformation of government to create more checks and balances to prevent dictatorship and tyranny. Given Miranda’s international connections and reputation, it could not escape the French government that he had to be taken seriously. On October 21, 1795, the Convention ordered Miranda to be arrested yet again. Although this order would be rescinded, the French government was growing very tired of Miranda.

Returning to His Roots

In 1797, the French government was prepared to deport Miranda to Guiana. He knew his time in France was up. Before he would leave, however, he would take the opportunity that being around other revolutionary exiles afforded and held what was later called the “Paris Convention.” This meeting between Miranda, José del Pozo y Sucre, and Manuel de Salas drafted an Act of Paris which set out points that would guide the South American independence movements. Independence and friendship with Great Britain and the United States, repayment to Britain for services rendered to the revolution, commercial concessions to Britain, and recognition of Miranda’s leading role in the military aspect of the revolution. These men knew that the South Americans would have a hard time freeing themselves. They needed British support.

With the Act of Paris complete, Miranda prepared to leave France. He came to the country and was filled with disgust for the absolutist French. Seeing the Revolution, Miranda became a convert to the French cause and put his life on the line to defend it. The repayment he received was accusations and imprisonment. Coming full circle, Miranda would leave France bitter against both the country and its people. He had always favored British and American models, but his experiences had only reinforced his early views.

In January 1798, Miranda would leave France and arrive in Britain. Now, at 47 years old, having seen much of the Western world, met many of its leading lights, and had his star rise, fall, rise, fall, and rise again, Miranda would now turn back to the primary thought driving his life, the freedom of Spanish America from colonial rule. No more diversions, it would now be all-encompassing.

What do you think of Francisco de Miranda’s time in America and Europe? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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When people think of revolutionary fighters in the Americas they often think of George Washington, Toussaint Louverture, or Simón Bolívar. However, the first revolutionary fighter attempting to liberate the New World from European colonialism did not live in the 18th or 19th century but instead lived almost 200 years before. Here, Nick Bobertz explains the story of Lope de Aguirre.

A depiction of Lope de Aguirre.

In the year 1561 a group of Spanish conquistadors set out on an expedition to discover the lost city of El Dorado somewhere in the Amazon jungle. One of these conquistadors was a man named Lope de Aguirre who would go insane in the jungles of the Amazon, seize power over the Spanish expedition, and attempt to liberate all Spanish colonies in the new world.

This is the story of how one conquistador became mad with power and attempted to seize complete power over the Spanish colonies in the Americas. Much of what we know about Aguirre comes from a handful of sources, the primary of which is a letter he sent to King Phillip II renouncing his reign and declaring war on Spain.

Lope de Aguirre In Spain

As historians we know very little about the youth and upbringing of Lope de Aguirre. He was born in northern Spain sometime around the year 1510. More than likely his family was of lower noble birth in the Kingdom of Navarre. We believe this is the case because Lope de Aguirre was fairly literate for his time and his family name indicates a heritage from Northern Spain.

Sometime in his 20s Aguirre would migrate south to Seville. It is perhaps that Aguirre decided to move here in search of riches and adventure in the Spanish Reconquista which ended in 1492 with the fall of the Nasrid kingdom of Granada.

It is assumed that while living in Seville Aguirre would have seen Hernando Pizarro returning on January 9th, 1534 to a hero's welcome after having conquered the Inca Kingdom. Aguirre would have seen Pizarro being given substantial land in the new world by King Charles of Spain. This undoubtedly had an impact upon the young conquistador as only 3 years later Aguirre was somehow in the former Inca capital Peru.

Lope de Aguirre In The New World

While in the New World Lope de Aguirre became known for both his violence against the natives as well as his hatred for the Spanish Crown. On top of this Aguirre was known to be a person who acted before thinking, which led to a series of ill thought out plans. One of which was that in 1544 Aguirre attempted to free the new Spanish viceroy of South America from imprisonment with a handful of men but failed drastically.

In 1551 when Lope de Aguirre was arrested in Potosi on charges of excessive violence against the natives. In court Aguirre stated that he was a member of the Spanish gentry and that as such he was immune by law to public humiliation. The judge didn't agree with Aguirre and had him publicly whipped in the city streets.

Lope de Aguirre was a man driven by greed, ambition, and most of all pride. This became apparent after his public humiliation by Judge Esquivel. After Aguirre was flogged in the streets of Potosi he would track Judge Esquivel across the Spanish colonies in the new world for 3 years before finally killing him.

Because of this stunt Aguirre became known as a mad man who would stop at nothing to accomplish his goals. In 1559 Spanish conquistador Pedro de Ursua began to assemble a group of explorers to go into the Amazon rainforest in search of the legendary city of El Dorado. Lope de Aguirre was of course going to be a part of this.

1560 Expedition

Sometime in 1560 a now middle aged Lope de Aguirre would set out on an expedition with around 300 conquistadors and hundreds of natives to serve as cooks, guides, and a baggage train. Besides himself Aguirre would bring a few conquistadors loyal to him and his daughter on this expedition.

The Voyage That Ended In Two Mutinies, Hundreds Dead, and Aguirre The Crazed Conquistador In Charge

This expedition left Lima and crossed the Andes mountain range. Their initial plan was to make rafts on the Maranon River and float down into the Amazon River and out into the Atlantic. However, something happened after they crossed the Andes mountain range.

The story is that the expedition leader Pedro de Ursua refused to allow Lope de Aguirre to bring his mistress on the expedition. Further, it appears that Pedro de Ursa noticed that the expedition was not prepared properly for the harsh climate of the Amazon basin and wanted to turn around. This gave Aguirre the pretext to begin to plot an assassination and mutiny against Pedro de Ursua on the grounds that he was leading the expedition astray.

After the death of Pedro de Ursa the conquistadors built a series of makeshift rafts and elected a young noble from Seville called Fernando de Guzman. Over the next month Aguirre and Guzman would argue over the course of the voyage and Aguirre would then assassinate Guzman. After this Aguirre was in charge and would start to remove people who did not agree with him. All together Lope de Aguirre claimed to have killed 15 people in order to seize power over the expedition.

After successfully taking control over the expedition Lope de Aguirre was in charge of only a handful of conquistadors. Over the next year they would wander around the Amazon River Basin completely lost and looking for the mythical city of gold, El Dorado. The river, disease, and famine ended up causing the expedition to dwindle to only a few men along with Aguirre.

After about 100 days of drifting Aguirre and his crew made it to the Atlantic ocean. In all they had managed to survive on rafts for 100 days and covering more than 1,300 miles.

War On Spain

Aguirre would come out of the Amazon river basin in the delta of the Orinoco river. Something happened on this voyage that made Aguirre believe that his enemy was none other than the king of Spain.

With his ragtag group of conquistadors Aguirre would then turn north and sail another 300 miles on his rafts to the nearest European settled Island. This was the Spanish held Island of Margarita which is on the coast of modern Venezuela.

On the northwest side of the Island there was the port city of Pampatar which was founded in 1536. This is where Aguirre would attack in 1561. We don't have much details of the event but in the end Aguirre would seize control over the island and have his men declare him the Prince of the new world.

While on this island Aguirre would institute a series of changes. The governor of the Island spoke out against these changes and was killed. On top of this Aguirre had a man from Germany executed because he was a Protestant. That is all we know of Aguirre's couple of months as ruler of the island as he would immediately leave to attempt to start a revolution in Panama.

In the winter months of 1561/62 Lope de Aguirre would die after being surrounded and defeated at Barquisimeto, Venezuela. However, in this time he had begun to gain a following across the population as a revolutionary who was fighting against Spain.

So how do we as historians know all of this happened?

Aguirre's Letter

After taking control over the Island of Margarita Lope de Aguirre would write a letter and send it to King Phillip II of Spain. In this letter Aguirre outlines exactly what he did on his voyage, what the king did to him, and how he was going to free the Spanish colonies from European possession. (I highly suggest you read the letter that you can find by clicking here.)

As historians we can piece together exactly what happened in the mad mind of Aguirre. He seized the expedition, killed all those who opposed him, promised his men freedom, and then captured the Island of Margarita.

What is interesting is Aguirre's justification for declaring war against King Phillip of Spain. There is one passage from this letter that presents Aguirre's justification for rebelling against the King of Spain. The important thing to remember when reading this passage is that kings were divinely mandated, and as such simply better then the average person.

"Illustrious King, we do not ask for grants in Cordoba or Valladolid, nor in any part of Spain, which is your patrimony. Deign to feed the weary and poor with the fruits and proceeds from this land. Remember, King and Lord, that God is the same for all, and the same justice, reward, heaven, and hell."

This passage demonstrates that Aguirre is rebelling because he feels as though the King of Spain and his servants have been unfair to the common person in the New World. They take nearly all of the resources and leave nothing for the lower conquistadors and natives.

The most telling part here however is the end. That "god is the same for all, and the same justice, reward, heaven, and hell." This is very interesting because at this point in history people were taught that the nobility of the land was born with a divine reason for being better.

Aguirre here is destroying this idea and presenting libertas or that all people are created equal. This idea of liberty and the creation of equality among people regardless of birth can be seen in other revolutionary documents, namely the Declaration of Independence.

As such, we can look at Aguirre as a revolutionary fighter. In 1561 a man and a group of men attempted to seize control over the colonies of New Spain. These revolutionary fighters had the idea of liberty and self-governance long before the revolutionary wars of the 19th century.

Conclusion

Aguirre’s is a fascinating story. Many people are not aware of him and his ill fated voyage which turned into a revolution.

For much of history people have thought of Aguirre as a mad man who committed horrendous acts to seek personal glory and wealth. While this is the case he also can be considered the first revolutionary fighter in the Americas.

What do you think of Lope de Aguirre? Let us know below.

I hope you enjoyed this article. My name is Nicklaus Bobertz and I hold a master's degree in History from the University of Central Florida, have published in Cambridge University Press, and presented research at The University of Toronto.

I also run, write, and manage my own history blog where I give simple answers to history's hard questions. You can find me atTheHistoryAce.com.

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It is rumored in folklore that if one were to say “Bloody Mary” thirteen times into a mirror, a screaming ghostly apparition will appear, covered in blood. While there is debate over whether this myth is truly inspired by the Tudor monarch Mary I, it is for certain that Mary is vilified in popular culture, yet was she really as bad as many believe? Jeremiah Puren explains.

Mary I or Bloody Mary in 1554. Painting by Hans Eworth.

The case for a ‘Bloody’ Mary I

To understand why Mary is viewed as a tyrant, a brief context of the Tudor period prior to her coronation must be understood. Mary’s father, Henry VIII had famously (and infamously) broken with Rome in 1534, severing England from the control of the Catholic church, and introducing Protestant ideas from the likes of Martin Luther and John Calvin to the English population. Thus, many began to view the Catholic church as a greedy and corrupt institution. Included among those raised on Protestant ideas was Henry’s son, and Mary’s half-brother, Edward VI, who ascended to the throne on February 20, 1547 at the age of nine following Henry VIII’s death. Edward had little control of the nation due to his young age, yet he managed to further the Protestant transformation of England with the help of adamant reformer and Archbishop Thomas Cranmer. Edward approved of and legally enforced Cranmer’s new Protestant liturgy, “The Book of Common Prayer”, which allowed traditionally Latin prayers to be read in English and removed much Catholic dogma surrounding marriage and baptism. This was in line with Protestant ideas that everyone should have access to heaven through faith alone, and that everybody should be free to interpret and access the bible, as Latin was not spoken by the common people. Edward unexpectedly died at the age of 15 on July 6 1553, allowing Mary to gain the crown the same year following a brief competition for ascendency with the Protestant Lady Jane Grey.

With this religious timeline of the Tudor period in mind, it is now possible to see how one may believe Mary was truly regressive. Mary had never been convinced by the Protestant ideas sweeping the nation and desperately wished to revert England to what she perceived as the one true faith: Catholicism. One could argue that, by attempting to suddenly undo her predecessor's changes, she was thrusting England into a state of religious instability. In her first year on the throne, Mary passed her first Act of Repeal, undoing all legislation passed under Edward enforcing Protestantism in an attempt to reinstate the Catholic tradition. However, when ideas settle into certain hearts and minds, it is not a simple endeavor to strip them away. Despite Mary’s legal attempts at flushing out Protestantism, Church services continued in English, Books of Common Prayer continued to circulate and notable Protestant figures continued to preach. This led to Mary resorting to harsher measures. During her short reign of five years, over 300 Protestants were executed by being burned at the stake, with large crowds amassing to witness their dying screams. Most notable of all the executions was the aforementioned Thomas Cranmer, the former Archbishop who had been the architect behind the English Reformation, who dramatically announced: “as for the pope, I refuse him, as Christ’s enemy and antichrist, with all his false doctrine” before being set alight. It is for this perceived injustice that Mary has been most hated throughout history, and is the justification used for her title of “Bloody Mary”.

Was this truly the case?

Throughout medieval history, executions were far from uncommon. Monarchs tended to execute potential rivals and dissidents upon their ascension to preemptively solve potential issues in their reign, as well as to display power and strength. Mary I especially needed to show such strength, as it is important to note that she was the first female monarch of England in a heavily patriarchal society. Thus, the execution of Protestant dissenters, while seemingly unjust by today's standards, was justified at the time, and Mary's subjects would have been largely indifferent considering public executions were a common affair. For example, over the course of the Tudor period, there were roughly 80,000 executions, with nearly 60,000 being during the reign of Mary’s father, Henry VIII. This puts into perspective the normality of executions in this period and shows us that Mary’s burning of Protestants was relatively tame compared to other Tudor monarchs. Mary was also surprisingly lenient with those she persecuted. She gave those she executed numerous chances for repentance of Protestantism, and many were given the opportunity to leave England for mainland Europe. It was only those who stoically stuck to Protestantism such as Cranmer who faced being burned, yet Mary gave more chances than other Tudors.

While one could argue Mary’s policy was ruining years of religious change, causing disarray among the lower classes who had become accustomed to Protestantism, it is necessary to note that the majority of the population were not theologians. The rapid reversion to Catholicism would not have caused chaos among the peasantry, who were the bulk of churchgoers, as while it is true that the ability to read Latin would not be found among this social class, the ability to read English would be similarly rare. The common weekly attendee of the Church would not care for the theological disputes, and thus would not have cared about Mary’s religious policy. In fact, the Protestant attacks on the church, such as Henry VIII’s dissolution of the monasteries, which had stripped Churches of wealth and deconstructed many places of worship, caused great social discontent, as the Church was the center of local communities in this period. It not only acted as a place of worship but a social space, a charity and school simultaneously. Mary’s refusal to continue the dismantling of this institution would have thus been regarded as positive by commonfolk.

Interpreting history

The question then arises: why do we think of Mary as so Bloody? This is a question with an answer which has a scope expanding beyond Tudor studies. For hundreds of years following the Tudor period, much of British historical study was done under the ‘Whig’ tradition. ‘Whig’ historians viewed history as a story of Protestant progress towards freedom and parliamentary democracy. It makes sense then, that these historians would defile the Catholic Mary, as they looked to clearly biased sources as evidence for Mary’s flaws, such as John Foxe’s work of Protestant propaganda circulated in Mary’s successor Elizabeth I’d reign, the “Book of Martyrs”. Foxe’s work included sensationalist rhetoric and twisted the events to ensure all of those killed were seen as martyrs, being killed by an autocratic and immoral Catholic queen. Such a defamation project by historians is incompatible with the evidence previously mentioned that Mary was no worse than other Tudors, shining light on the common mistake made by historians: letting personal views and hindsight hinder the pursuit of the truth. One would hope this no longer happens, and history is viewed from an objective perspective, yet it begs the question. Is it possible to interpret history without an agenda?

What do you think of Bloody Mary? Let us know below.

References

Hanson, Marilee. "Archbishop Thomas Cranmer Death By Execution" https://englishhistory.net/tudor/thomas-cranmer-death/

Heather Y Wheeler. “How Many People Were Executed by the Tudors?” https://www.tudornation.com/how-many-people-were-executed-by-the-tudors/

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At the moment of Fidel Castro's triumphant entry into Havana, Cuba on January 9, 1959, the charismatic revolutionary leader was a relatively unknown quantity. Many are surprised to discover that Castro at first enjoyed much popular support in this country. Early reports on the rebel leader featured positive, if sometimes guarded, reactions. Even Ed Sullivan, America’s premier show man, got caught up in the excitement. He journeyed to Cuba himself to interview the victorious rebel leader shortly after the latter’s entry into Havana. He was but one of myriad journalists who descended on Cuba to cover the exciting changes in the island.

In this series, Victor Gamma returns and considers how the US misjudged Fidel Castro. Here, we look at US assessments of Fidel Castro just before he took power, the 1958 Cuban election, and the early days of Castro in power.

If you missed it, read part 1 on Cuba before the revolution here,

Fidel Castro and Camilo Cienfuegos in Havana in January 1959.

Enter Earl Smith. This non-Spanish-speaking businessman with no diplomatic experience took over duties as American ambassador in Havana in June, 1957. On the urging of his staff, Smith did some traveling in Cuba to get a better feel for the country. Based on his experiences and observations, Smith developed firm views on Castro and the anti-Batista movements, which views were not completely in accord with the CIA. The ambassador did not omit to inform Kirkpatrick that in his view, the CIA mission had allowed itself to fall under the sway of the July 26 movement. Smith urged the CIA to stop giving any encouragement to them. He furthermore accused the CIA of greatly underestimating the strength of the Communist party and its influence in Cuba. The CIA official responded by basically denying Smith’s charges with a bland recital of recent CIA operations, which he characterized as above reproach.

The new ambassador decided to conduct his own investigation into Castro’s background and what he found alarmed him. Smith conducted an intensive process of interviews including a multitude of people, many of whom had known Castro since his youth. He was careful to include those who were anti-Batista, representing different segments of Cuban society. According to Smith “No matter how anti-Batista these people were, they believed Castro would be worse for Cuba than Batista.” Among other reasons, those Smith interviewed stated that Castro was “an unstable terrorist.” Smith's ultimate conclusion was “It was becoming more and more obvious to me that the Castro-led 26th of July Movement embraced every element of radical political thought and terrorist inclination in Cuba.” But despite Smith’s position as ambassador, some personnel in the American Embassy continued to support Castro and relay messages to the State Department indicating that the Castro movement was nothing to fear. Not only that, in early 1958 Radio Moscow broadcast its support of the effort to overthrow Batista. They continued especially supporting the 26th of July Movement. The State Department was informed of this by Ambassador Smith.

It was only when some rebels, under the command of Raul Castro, began kidnapping Americans that the State Department began to direct the CIA to prevent Castro from attaining power. The CIA then attempted to cultivate an alternative leader, without success.

Democratic process

Another possible solution lay in the democratic process. In 1958, after six years of military dictatorship under Batista, Cuba held a free election and began preparing the way for a peaceful transition of power. Three main candidates vied with each other for the presidency; Andrés Rivero Agüero of the Progressive Action Party, Carlos Márquez Sterling of the Partido del Pueblo Libre. The elections represented an opportunity to get rid of Batista but the US remained non-committal about which candidate to support or what official policy to adopt towards the on-going armed rebellion. Castro seemed to be a viable option. In his first speech on Radio Rebelde on April 14, 1958 Castro repeated many of the cherished ideals of classical liberalism; freedom of the press, republicanism and constitutionalism. He went out of his way to deny his association with communism, “These dictators will not tire of repeating the lie that we are "communists." He began the speech, in fact, with a withering attack on government censorship. “As hateful as tyranny is in all its aspects, none of them is so irritating and crudely cynical as the absolute control that it has imposed on all the media for disseminating printed, radio and television news.”

On July 16 the American embassy passed along to the State Department the views of one of the opposition candidates, Dr. Marquez Sterling. Sterling communicated to the American Embassy that, in his view, the political situation was the most dangerous the Island had ever encountered. He claimed that the insurrectionists, unable to win on their own, were seeking to create conditions of anarchy that would allow them to seize power. He called Castro “mad” - not the first person to do so. Additionally, ambassador Earl T. Smith, vocally opposed any possible support of Castro. He declared openly that Castro was not someone with whom the US could trust or work with. Despite these warnings, the US did not take a firm position on Castro or the election.

The American embassy in Cuba's attitude was crystal clear, in contrast to the vague official American policy. The embassy represented a valuable front-line perspective which should have guided US policy. On October 3, 1958, just weeks before the election, an embassy dispatch entitled: “1958 Elections; Electoral Outlook Six Weeks Prior to Elections” arrived in Washington. After a thorough analysis of the political situation in Cuba, the embassy urged the following course of action: "Though the coming Cuban elections will not meet all the standards of an ideal democratic election, they are the best that can be had under the circumstances now prevailing. They are in the Embassy’s view infinitely better than a violent overthrow of Batista and far better than no elections at all. It is therefore in the interest of the United States to encourage them." In other words, the embassy opposed any of the armed opposition, which Earl Smith viewed as illegitimate.

Election

Despite such information, ambivalence continued to mark the US official attitude toward the bearded rebel. There were, however, more red flags. First, there was Castro’s attitude toward the election. Although he repeatedly proclaimed himself as a proponent of democracy, during the 1958 election he issued repeated calls for a general strike and death threats against all candidates for political office as well as Cubans who wished to participate. As a result, in regions under the control of the insurrection, voter turnout was negligible. Insisting that the election was a US/Batista farce, the rebels issued the “Total War Against the Tyranny Manifesto.” In the uncompromising language of the fanatic, the Manifesto simply ignored the elections and declared “war” on the Batista regime.

The elections took place on November 3rd with Progressive Action candidate Andrés Rivero Agüero winning 70% of the vote. Within days of his victory he met with the US ambassador and expressed his commitment to restore legitimacy and constitutional government in Cuba. The US was prepared to support him with military aid against insurgents. He would never get the chance. The Batista government was in the process of disintegration at that moment and would collapse within weeks. Agüero’s ambitions to restore the Cuban government were thwarted when Batista threw in the towel and fled Cuba on January 1, 1959, leaving the Island to anti-Batista forces.

When the rebels took Havana, a wave of euphoria swept Cuba. Most were hopeful that Castro and his fellow revolutionaries would establish a liberal democracy as he had stated many times. Castro and his revolution also captured the attention and hopes of many foreign observers. Although some uttered dark warnings about the bearded militant, others, mainly in the American media, helped to sway much American opinion in Castro’s favor. They denied Castro’s communism and actively promoted him as an acceptable leader of Cuba. After Castro’s arrival in Havana, American companies continued to act as if nothing would change. Investment in Cuba hit a record high of $63 million. One corporate executive remarked that the responsibilities of leadership would force Castro to “become conservative.”

Optimism

Everyone was caught up in the excitement. Immediately after Castro's entry into Havana, Ed Sullivan journeyed to the island and met the enigmatic rebel. Arriving at about two in the morning, Sullivan conducted and filmed an interview with Castro lasting about six minutes. Sullivan introduced the filmed interview with the comment “Somebody has said that ‘Freedom is Everybody’s Business.’ In the interview Castro came across as a soft-spoken, freedom-loving, responsible leader. Sullivan expressed great optimism about his subject and what it meant for the future of his suffering nation as well as Cuban-American relations.

Not long after Sullivan’s encounter with Castro, The popular show Face the Nation journeyed to Havana to expand on the entertainer’s brief conversation. Their purpose was to have a more serious and thorough opportunity to find out what this new Latin American hero was all about, and if indeed, the revolution was something to be worried about. Again, Castro emphasized his democratic ideals and opposition to communism. The main wrinkle in the generally hopeful mood was over the on-going executions. Once the anti-Batista forces took control of Havana, Batista followers were rounded up and hastily tried. Summary executions took a gruesome toll as the revolutionary government took terrible revenge against Batista followers.for “crimes a./m gainst the people.” By the end of February 500 had been executed. The “trials” fell far short of American or European standards of justice. At one trial, a lawyer asked that the case against his defendant be dismissed due to lack of evidence. The prosecutor replied, “He has to be shot anyway as a measure of social health.” Horrified observers reacted with concern. When questioned about the executions, Castro’s responses betrayed a complete lack of understanding or sympathy for Western concepts of justice guaranteeing a fair trial. His closest associates, in fact, dismissed these ideals as “bourgeois concepts of justice.” Castro was actually surprised at the international outcry over the executions. “These men are assassins,” he declared, “We are executing murderers that deserve to be shot.” He justified denying due process of law to Batista men, declaring that the evidence was obvious and that simple accusations were all that was needed.

Anti-Americanism

The Consulate at Santiago continued to advise the State Department about conditions in the immediate aftermath of Castro’s ascension to power. They described a rising tide of anti-Americanism, encouraged, in part, by “the pronouncements of Fidel Castro.” An attempt to show films from the United States Information Service was shut down when a member of the audience rose and lectured them on “United States oppression of Cuba.” The consulate also took the opportunity to report the increasing influence of the communists. They were now accepted as a legal party, communist newspapers began to be reestablished and individuals with PSP backgrounds had been appointed to public office.

Time magazine also issued a frank assessment. The opening lines of an article of the January 26 issue warned; “The executioner’s rifle cracked across Cuba last week, and around the world voices hopefully cheering for a new democracy fell still. The men who had just won a popular revolution for old ideals—for democracy, justice and honest government—themselves picked up the arrogant tools of dictatorship. As its public urged them on, the Cuban rebel army shot more than 200 men, summarily convicted in drumhead courts, as torturers and mass murderers for the fallen Batista dictatorship. The constitution, a humanitarian document forbidding capital punishment, was overridden.” The article went on to luridly describe the executions, sounding more like descriptions of Einsatzgruppen activity rather than tribunals of real justice.

What do you think about Fidel Castro’s early days in power? Let us know below.

Now read Victor’s series on whether Wernher von Braun was a dangerous Nazi or hero of the space race here.

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In the summer heat, having an ice cream is a popular tasty and refreshing treat, and our love for ice cream, whether it’s to enjoy at the seaside or home, is not so different from the intrigue that the Victorians had with the sweet treat. Ice cream was a phenomenon that at first confused many people when served by London street vendors, especially on how to eat such a product and the coldness of the ice cream also caused some alarm as one man described ice cream as a toothache inside their mouth. This article will explore how ice cream became a concern causing transmissions of disease in the late nineteenth century and how the edible wafer cone saved lives on London’s streets.

Amy Chandler explains.

An early 19th century depiction of French noblewomen eating ice cream.

The use of ‘ice cream’ was not strictly groundbreaking in the nineteenth century, as forms of sweet iced products were available as early as the seventeenth century. During the Georgian period, many ice-cream parlours were established and sold a variety of flavours such as “chocolate, pistachio, pineapple, jasmine, artichoke, candied pumpkin, pine nuts, pear and chestnuts”.(1) These parlours were aimed at the wealthy upper and middle classes who had the finances to purchase and frequent these establishments. Ice cream became more widespread and accessible with Agnes Marshall’s recipe book entitled The book of ices, published in 1885. Ice cream became largely accessible through the second half of the nineteenth century with the boom in the ice trade, which made access and prices affordable for the general public.

Ice cream and the London streets

Ice cream soon became a popular item on the streets of Victorian London, with many street vendors selling a wide variety of flavours costing one penny or half a penny, giving the name ‘penny licks’. The glass containers were small, and customers would lick the bowls clean instead of using a spoon. These glass containers were small and could not hold much ice cream and therefore would only take a few mouthfuls before the glass was empty. The penny lick was a small glass bowl with a thick glass stem that gave the illusion that the bowl was deep and filled with much more ice cream than in reality. For some, it may have been disappointing when they realised how little dessert they were given while the ice cream vendor earned more money. The literary phrase ‘penny for your thoughts’ denotes the idea of discussing what is on one’s mind or offering to discuss a troubling subject. In the nineteenth century, the average Victorian would get more than thoughts for a penny when buying these penny lick ice creams as these glass vessels were carriers of disease. These penny licks were also on the thoughts of medical professionals who were outspoken on the unsanitary nature of selling ice cream that caused the transmission of diseases. These bowls were licked clean by the customer and ‘rinsed’ in a bowl of stagnant water full of sewage from the River Thames, and then the vendor would reuse the bowl for the next customer. This process meant that while the glass was sustainable and reusable, it was becoming the cause of disease from the customer’s use to the water used to ‘clean’ the penny lick.

Henry Mayhew, an investigative journalist, interviewed the labourers and working class in a variety of occupations to gain a record and overall image of the working class in the 1840 to 1860s. In one interview, Mayhew spoke to an ice cream vendor where he explained the “many difficulties attending the introduction of ices into street traffic” as the customers had a “confused notion” on how the “ices was to be swallowed”.(2) Due to the confusing way of enjoying an ice cream, the popularity was gradual, and some “enterprising sellers purchased stale ices from the confectioners” to sell on and make a profit.(3) Therefore, even when ice cream caused a stir and confusion, some entrepreneurs saw a way to make a profit. Mayhew’s interview also emphasised the lack of knowledge and skill vendors had with dealing and making ice cream, and some vendors “could only supply water” when offering ice cream”.(4) One vendor was sceptical whether ice cream would take off in the streets because he’d “seen people splutter when they’ve tasted them for the first time” and described the feeling of eating ice cream for the first time as it “got among the teeth and make you feel as if you got tooth-ached all over”.(5) The general public’s reaction to ice cream was mixed with confusion and delight but was slow to take off, but over time became popular with the recipe accessibility and affordable prices.

Ice cream and the spread of disease

Many medical professionals were sceptical about the selling of ice cream due to its risk of disease transmission, for example, an article written by Dr Andrew Wilson published in the Illustrated London News in 1898, highlighted concern for the general public’s health. Wilson notes that “in the interest of public health, we enact laws for the prosecution of the grocer who sells adulterated foods”, but there are no measures in place to control the “power of spreading disease broadcast which the unlicensed and irresponsible ice cream man possess[es]”.(6) Wilson continued to list the reasons why the ice cream vendors should be controlled including that these vendors lived in the “poorest and dirtiest parts of our cities”, ingredients such as milk were “kept in premises the reverse of sanitary” and finally stating that the glasses used to serve ice cream were “licked by every child” and are the “media for conveying disease of serious nature”.(7)

Furthermore, an article published in the Bristol Times and Mirror in 1894 suggested the health risks that ice cream posed, but suggested it was not because of the way it was consumed and sold but the way the product was made and stored. The press suggested that “when flour, eggs, milk, sugar and flavourings essences are stored in foul and close, evil-smelling sleeping rooms, the innocuousness of the delicious compound is open to grave suspicion”. The foul smells of the room suggest the lack of cleanliness that the product was manufactured in, which causes the health risk. The press continued to highlight several deaths resulting in the consumption of ice cream, suggesting that the way ice cream was made, through the way “eggs are pierced at each end and then blown by the mouth” to empty the contents, contributed to the deaths. The intact eggshell was sold to shooting galleries for upper-class gentlemen to practice shooting.(8) This article in the newspaper pleads that “all street vendors shall be registered” and the standard and purity of ice cream to be assured as the “poor British public goes on quietly submitting to be[ing] poisoned”.(9) This statement emphasises the lack of knowledge and understanding the general public had about the transmission of disease and how their everyday lives were impacting their health without their knowledge.

During a Parliamentary debate regarding the sale of ice cream in the streets and how the consumption of ice cream caused deaths, several samples of water and ice cream were taken from a vendor for investigation. Dr Klein, in 1894, examined these samples and concluded that the samples had traces of sewage matter and other organisms that contributed to illness and death. Due to this revelation, attention was brought to Parliament to the “danger of mouth-to-mouth infection to children sucking ices successively out of the same glass”, while also suggesting whether the measures enforced by the Public Health Acts and the Sale of Food and Drugs acts are inefficient in the “control or prohibit the sale of poisonous compounds such as theses ices”.(10) The investigation concluded that the current public health acts passed to improve sanitary conditions were not sufficient enough to prevent further illness from occurring. While the Sale of Food and Drugs Act of 1875 prohibited the sale of products such as food and drugs that were not of the “proper nature, substance, and quality”.(11) However, this act was not extending far enough to regulate how food was served.

Furthermore, a solution was needed to resolve the growing number of cholera and tuberculosis outbreaks and other communicable diseases relating to the sale of penny licks. The solution was an edible cone made of a wafer, which is the familiar serving of ice cream we have now and the penny lick became illegal in 1926. Agnes Marshall’s recipe book included an edible cone recipe but it was not until 1902 that Antonio Valvona patented a machine for making wafer cones.(12)

Conclusion

In conclusion, the accessibility of ice cream to the general public on the Victorian streets of London became a curiosity but also a danger as the general public was unaware that they were getting a lot more than they paid for in the form of disease. Italian influence and culture of ice cream making from Italian immigrants after the 1848 revolutions in Europe introduced flavours and processes that were not seen before in Britain. The Italian influence created a solution that reduced cholera outbreaks and improved the sanitary conditions amongst ice cream vendors.

What do you think of the article? Let us know below.

Now read Amy’s article on the Great Stench in 19th century London here.

Bibliography

Bristol Times and Mirror, ‘Notes of the day’, Bristol Times and Mirror (12 Oct 1894).

HC Deb 23 June 1898, vol 59, cols 1223.

Marks, T. ‘Ice cream: the inside scoop’, 9 July 2020, The British Museum blog < https://blog.britishmuseum.org/ice-cream-the-inside-scoop/ >.

Mayhew, H. London labour and the London poor: Volume 1. (London, Griffin, Bohn, and Company, 1861).

Moss, R. ‘The complete history of ice cream cones’, 13 May 2020, Serious Eats < https://www.seriouseats.com/ice-cream-cone-history >.

Sale of Food and Drugs Act 1875, s6.

Wilson, A. ‘Science Jottings’, Illustrated London News (16 July 1898).

References

1 T.Marks, ‘Ice cream: the inside scoop’, 9 July 2020, The British Museum blog < https://blog.britishmuseum.org/ice-cream-the-inside-scoop/ >[accessed 20 June 2022].

2 H. Mayhew. London labour and the London poor: Volume 1. (London, Griffin, Bohn, and Company, 1861),p.207.

3 Ibid.,p.207.

4 Ibid.,p.207.

5 Ibid.,p.207.

6 A. Wilson, ‘Science Jottings’, Illustrated London News (16 July 1898).

7 Ibid.

8 Bristol Times and Mirror, ‘Notes of the day’, Bristol Times and Mirror (12 Oct 1894).

9 Ibid.

10 HC Deb 23 June 1898, vol 59, cols 1223.

11 Sale of Food and Drugs Act 1875, s6.

12 R. Moss, ‘The complete history of ice cream cones’, 13 May 2020, Serious Eats < https://www.seriouseats.com/ice-cream-cone-history >[accessed 21 June 2022].

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The Great Fog or Great Smog of London in December 1952 caused widespread issues across the British capital for 5 days. It led to practically zero visibility and led to many health problems and events canceled. Chuck Lyons explains.

Nelson's Column, London in the Great Smog of 1952. Source: geograph.org.uk, available here.

For five days in December 1952, the city of London was paralyzed by what has come to be known as the Great Fog, a smog so dense that people were blinded, driving was all but impossible, and aboveground public transport and ambulance services stopped. Concerts and sporting events were cancelled; motion picture theaters closed. At railroad crossings, percussion caps were placed on the tracks so trains running over them caused explosions to warn passersby of their approach. Roads were littered with abandoned cars. Crime increased as burglars took advantage of the unexpected cover. Animals at the annual Smithfield Animal Show had to be given oxygen, others died. Ducks were killed when they flew blindly into the sides of buildings.

People were disoriented clinging to buildings so they wouldn’t lose their way.

And worse.

Government medical reports later estimated the fog had killed 4,000 people, an estimate that more recent investigators have upped to as many as 12,000. Another 100,000 or more were made ill with respiratory ailments, crowding the city’s hospitals or suffering and dying quietly in their homes. City officials only became aware of the deaths and the full extent of the health crisis when they noticed the city’s supply of coffins had come close to being exhausted.

“You had this swirling like somebody had set a load of car tires on fire," mortician’s assistant Stan Cribb recalled. On Friday Dec. 5, Cribb was driving in the lead of a funeral procession as the smog settled in, the sky darkened, and he realized he was losing sight of the curb beside the road. After a few minutes, Cribb’s employer got out of the car and walked in front with a light, but even that did not help much.

"It's like you were blind," says Cribb.

Nightfall

By nightfall visibility had dropped to a few feet, and it got no better on Saturday. It became even thicker Sunday and again on Monday. Visibility had been reduced in places to one foot, and people reported they could not see their own shoes. In the Isle of Dogs section of the city, visibility was officially recorded as “nil.” People carried lanterns and white clothes to make themselves visible on the sidewalks, and some took to wearing makeshift masks of gauze or fabric to aid their breathing. The smog by then had penetrated theaters that were closed when patrons complained they were unable to see the stage, into homes, churches, and hospitals.

“The air was not simply thick and grey. It was yellow, sulfurous, and impenetrable,” an unnamed London resident later wrote. “I heard the footsteps of a person walking toward me and realized that my own hesitant walking also sounded on the pavement. As we approached each other we both almost stopped for we could not see each other. Then, five feet in front of me a man materialized out of the smog with a mask over his nose and mouth. Wordlessly we passed each other.”

At its peak, the Times of London reported, the fog spread about twenty miles in all directions from the center of the city.

The Great Fog

The Great Fog, like most London smog, had been caused by particles from the smoke of the city’s coal-burning furnaces combining in the atmosphere with particles from the area’s natural fog. But in 1952, a third element was added: a weather inversion, a high-pressure system that trapped cold and polluted air underneath warmer air and held it in place where it grew progressively worse. (Historians have also noted that a cold turn in the weather before December 5 had people burning more coal to keep warm while the coal used in the post-war period had a higher sulfur content, both of which added to the already-existing pollution).

It was not until 2016, however, that science discovered what exactly had caused the deaths, In November of that year the results of a study conducted by scientists from the United Kingdom, China, and the United States and headed by Renyi Zhang, an atmospheric scientist at Texas A&M University, concluded that sulfuric acid particles, formed from the sulfur dioxide in the coal smoke, was the culprit. Breathing them could be—and was—deadly.

By the time the study was published, London residents had been suffering from bad air for eight centuries, since coal was first burned there in the 1200s. Periods of smog, known to the locals as “pea-soupers” had by the 16th century become such a problem that King James I tried unsuccessfully to limit coal burning. By the 19th and 20th centuries these dense, yellowish fogs, made worse by the coal burning factories of the Industrial Revolution, had become regulars on the city’s streets appearing almost as living entities in the London writings of Charles Dickens, swirling around Sherlock Holmes’s Baker Street, and in modern times filling the screens of eerie and suspenseful black-and-white motion pictures.

Fog everywhere,” Dickens had written in his 1853 novel Bleak House. “Chance people on the bridges peeping over the parapets into a nether sky...as if they were up in a balloon and hanging in the misty clouds.”

The end

By the mid-20th century, though many of the factories had by then moved out of the city, the exhausts of automobiles, trucks, and buses were adding more pollutants to the already polluted air.

Then came December 1952.

The end came to the Great Fog—and at it would turn out to most of London’s fog problem—on Tuesday, Dec. 9, when a fresh wind came in from the west and blew the smog free of the inversion, away from London, and out over the North Sea where it dispersed. But, besides its immediate and disastrous effects, the Great Fog had had another effect. It also made the public aware of the dangers of pollution and led to the Clean Air Act of 1956 that limited the burning of coal in urban areas of the United Kingdom. Some historians have additionally called the public’s reaction to the city’s 1952 fog as the beginning of the environmental movement.

What do you think of the 1952 Great Fog of London? Let us know below.

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

Erick Reddington continues his look at the independence of Spanish America by looking at Venezuelan military leader and revolutionary Francisco de Miranda. He starts by considering Caracas in the 1750s and the life of his father, Sebastian de Miranda, before moving on to Francisco’s early life.

If you missed it, Erick’s article on the four viceroyalties is here.

A portrait of Francisco de Miranda in later life. By Martín Tovar y Tovar.

The Caracas of the 1750s was a city of contradictions. In the multi-layered world of the Spanish Empire, this is understandable. Caracas was the capital of the province of Caracas, making it an important city. However, it had always taken second place in New Granada to Bogotá. Located over the mountains, with a differing economy and population, Caracas was treated as an inferior by the colonial administration.

The sense of difference in Caracas was compounded by a racial aspect as well. Although modern conceptions of race did not quite exist in the 1750s, racial differences were not unknown. The elite of Caracas was dominated by descendants of Basque immigrants. For many, the starting point of the history of Spain as a united state began with the marriage of Ferdinand of Aragon and Isabella of Castile. This merging of Castilian and Catalan created the modern concept of Spanish for many. Only later would the territories of the Basque Kingdom of Navarre south of the Pyrenees be brought into the Spanish Kingdom. The Basque language is unrelated to all Indo-European languages. The culture of the people was radically different than that of the rest of Spain. This sense of “otherness” led to many seeking out new lives in the Spanish Empire. Many of those would end up in Caracas.

What feelings of otherness were already felt by Caracas for New Granada were compounded by the otherness of the Basque elites who dominated the cultural, political, and military life of the city and the province. These elites created a society dominated by themselves, something that they could not achieve in fact in their homeland. Through the creation of the Caracas Company in 1728, a royal monopoly on trade in the area was created in exchange for the Basque elite’s help in curbing the endemic piracy and smuggling in the area. It is through this that the Basque elite came to dominate economically as well as culturally.

Sebastian de Miranda

It was into this Caracas that Sebastian de Miranda Ravelo would immigrate. Sebastian had been born, not in the Basque country, but the Canary Islands, a Spanish possession off the coast of Morocco. Sebastian began life in Caracas as a merchant of modest means whose primary business was selling canvas, a product vital in many industries, but primarily important for sailing ships. He would marry Francisca Antonia Rodríguez de Espinosa, a woman from Caracas who was in the class of “shore whites,” whites who did not have the same privileges as the Peninsulares and were considered by many to be only fit to be petty laborers.

Sebastian was a successful businessman. Despite his humble beginnings, and the social marginalization he faced, he was able to amass a sizeable fortune living in Caracas. With the money he made as a merchant, he bought real estate around Caracas, further growing his fortune. His growing wealth and notoriety led him to be appointed as a captain in the Company of White Canary Islanders, a militia unit raised to improve the defense of the region. This led to greater resentment amongst the elite of Caracas.

During all these happenings, Sebastian would have children, among them a son named Sebastian Francisco. Born in 1750, less than a year after his parents married, his father was able to provide him with the best upbringing Caracas could provide. First, there were Jesuit tutors. Once a solid base had been built, his education continued at the Academy of Santa Rosa. At only 12 years old, he was enrolled in The Royal and Pontifical University of Caracas. This was a traditional education based upon Latin, the Catechism of the Catholic Church, grammar, and history. Although valuable to Miranda, he would criticize his early education later in life, wishing that it had included more modern languages and economics. What it did do was instill a lifelong love for the ancient classics and rooted Miranda in stories of ancient Greek democratic and Roman republican politics.

It was during these formative years of Miranda’s life that his father had been rising to fabulous wealth and status. He was also rising to greater heights of resentment amongst the Caracas elite. In 1768, the elite decided to wage an open fight with the parvenu Sebastian. A complaint was filed against him claiming several issues, but most insulting for the time, the accusers claimed Sebastian was a ‘mulatto’. The accusers then approached the town council, which was already stacked against Sebastian, and demanded that he be arrested for misrepresentation and fraud, and forging documents. Sebastian, understanding where this was all coming from, requested military discharge the next day. This was partially to stop the attacks, but also to give him the free time to prove his innocence. His request was granted, however, the Governor granted Sebastian the right to wear his ceremonial uniform and keep his privileges granted as a merchant.

This crusade to prove the “purity” of his bloodline would consume both the older and younger Miranda for the next several years. Sebastian would successfully take his crusade to the king himself. After creating a genealogy proving his bloodline, he was able to obtain a statement by King Charles III that Sebastian’s bloodline was pure and his position in society, as well as all privileges and titles, were confirmed. Sebastian had taken this fight much farther than the elites of Caracas had ever intended it to go. In so doing, Sebastian only garnered greater resentment. Not only was he an interloper and parvenu in their eyes, but he had beaten them, and that was unforgivable.

Francisco Leaves Caracas

Watching and helping his father as much as he could, Miranda could only feel his resentment grow. Once his pure bloodline was proven, he decided to leave Caracas and all the resentments. He used the genealogy and certifications his father had accumulated and used them to apply for permission to join the Spanish Imperial service. He wanted to leave behind the parochial prejudices of the elites of Caracas and become a man of the world. On January 25, 1771, Miranda would board the Swedish ship Prince Frederick and let it take him away.

It is easy to see his motivations for leaving in light of his later life. Miranda’s resentment against elites and desire to bring freedom to people around the world can be drawn from his family’s treatment in Caracas. He believed that people should be able to rise on their own without unnecessary societal shackles. He saw how his father rose with those shackles and could consider how much farther he could have gone if left to his own devices. His idealism was that without what he saw as useless prejudices, people would naturally become harmonious and live together in peace and harmony. Together with his obsession with ancient Greek and Roman classics, molded Miranda into the idealistic Moses of the South American Revolutions.

Arriving in Spain after a six-week journey, Miranda was captivated by what he saw. The grand architecture, the historical sites, and importantly for him, the grand libraries with books unobtainable in what was still a colonial backwater. For two years, Miranda would devote himself to his academic studies as well as attempting to understand the Spain of his time. In 1773, his father would purchase for Miranda a commission in the Princess’s Regiment, granting the young man the chance to win the kind of martial glory he had studied so diligently.

Quest for Military Glory

After seeing initial service performing garrison duty in North Africa, Miranda became bored. Much like other men who believe they are born for greatness, mundane duties grew intolerably boring for him. Military glory cannot be obtained in a small garrison on the fringe of nowhere. He would gain combat experience during a brief war with Morocco, it was not the dashing service that he read about so intently. During the siege of Melilla, he would show some of the traits that would later come to embody his character. A firm belief in his destiny. Physical courage in combat. A desire to be where the action was. But also, a willingness to see the other side. Miranda would purchase a Koran during the siege to try to more fully understand the Muslim Moors opposing him. In his extensive diary, he never once expressed personal hostility or hatred of the Moors. He recognized their bravery and zeal for their cause. This desire to understand even the motivations of his enemies, would drive Miranda throughout his life.

After the fighting in Morocco, Miranda would also show another trait that would mark him - resistance to authority. He would constantly bombard his superiors with letters requesting promotions, transfers, and decorations. He would request in terms that, to modern ears would sound as flowery, but at the time, the tone and volume of correspondence were pushy at best and demanding at worst. Combined with his self-assurance, this was certain to be grating to his superiors. Miranda would even write to the king himself asking for the Order of Santiago. This restlessness and growing self-assurance would place him in jail several times for insubordination. Making enemies of your superior officers is never a good idea, and Miranda’s commander, Colonial Juan Roca, would repeatedly file charges against him.

By 1780, Spain was at war again. It had intervened in the American Revolution on the side of France (though Spain pointedly refused to recognize American independence). Troops were needed in the New World to strike at British positions throughout the hemisphere. Miranda would finally be granted the transfer he was long requesting. To be sure, his superiors would have been happy to be rid of him anyway. Miranda was transferred to the Regiment of Aragon and put on a ship to America. This Spanish plan was to use the American Revolution as a way to strike at the British Empire and avenge the humiliating defeat during the Seven Years’ War. The Spanish wanted to reconquer their lost colony of Florida, which they had been compelled to surrender in 1763. The expedition was led by the brilliant Spanish General Bernardo de Galvez.

On the journey from Spain to Havana, the leader of the naval force carrying the troops was Admiral José Solano y Bote, the former governor of Caracas who had supported his father during the controversy over his genealogy. Solano would immediately recognize Miranda and help out the son of his old friend. Miranda was moved out of his regiment, promoted, and made aide-de-camp to Manuel de Cagigal, the governor of Cuba. With promotion and fantastic references, Miranda was now on his way. He would participate in the Siege of Pensacola in 1781. He would help raise money for the French fleet which would go on to win the Battle of the Chesapeake, leading to the victory at Yorktown. Miranda would now begin to help plan the invasion of Jamaica, the jewel of the British Caribbean Empire.

Problems Follow

All was not well for Miranda, however. The Battle of the Saintes would lead to the end of any thought of invading Jamaica. His problems with authority would return. General de Galvez, the architect of the successful campaign against Pensacola, was an object of derision for Miranda. Along with other officers that Miranda had bumped up against along the way, he was making a powerful list of enemies.

After Pensacola, Miranda was sent to the British to arrange the release of about 900 prisoners of war. A further, unrecorded mission was to act as a spy on what the British were up to in the area. Relying on contacts he had made in the aftermath of Pensacola, he got in touch with the British. Miranda, being the smooth operator that he was, had no difficulty arranging the release of the prisoners. Unfortunately, he also entered into an arrangement with Philip Allwood, a British merchant, to fill the ships transporting the prisoners back to Spanish custody with Allwood’s goods and make a fortune on contraband goods.

When Miranda returned, he was found out almost immediately. In addition to charges of smuggling, he also faced charges that he was a spy for the British. Miranda had always been an avid reader. He purchased books wherever he went. This included English language versions of books that would have been banned in Spain. This was used against him. The Minister of the Indies was José de Galvez, uncle of Bernardo. It seemed the de Galvez family, as well as those who had personal and professional differences with Miranda were all coming together to destroy him. He realized that eventually that his enemies were going to find a way to destroy him. It would be the same as with his father. The attacks would continue, and the charges would pile up, until one day the one charge that stuck would come.

At some point during this personal crisis he was facing, Miranda began to realize that despite professed loyalty to king and country, he would forever be a colonial in the eyes of the Spanish. Of course, all of the issues he was facing were not his fault, the persecution came from a variety of external factors. Miranda began personalizing these issues and began seeing himself as different from other Spaniards. He was an American. Spanish service was no longer for him.

Learning that he was going to be arrested, potentially this time for treason, due to the accusations of being a spy, Miranda resolved to escape. He would write to friends and tell them he was going to go back to Spain personally to clear his name. Then it became going back to Spain through the United States. On June 1, 1783, Miranda boarded an American ship and sailed for the United States. It was only the beginning of his wanderings, but this first step would lead to Miranda taking up a part on the stage of world history. The question was, how big a part would he play?

What do you think of Francisco de Miranda’s early life? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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Shaka kaSenzangakhona, or Shaka Zulu, came to rule a sizeable part of southeast Africa in the first half of the 19th century. But was he an example of Thomas Carlyle’s Great Man Theory of History? Cale Gressman considers this question.

A depiction of King Shaka Zulu in the 1820s. He is holding an assegai and heavy shield.

Historical Perspectives: How We Interpret the Past

How do historians craft history? There is no simple or easy way to answer this question, as there is a near-infinite number of ways to interpret events in our past. However, there are a multitude of different historical perspectives that can be incredibly useful in framing how a historian views the past. One of these comes from the 19th-century historian Thomas Carlyle. Carlyle is famous (and infamous) for a number of his ideas, however, he is probably most famous for his theory of history. This is the Great Man Theory of History. This theory of history holds that most of history can be explained by the influence of great men or heroes as he terms them. They, with their cunning, superior intelligence, etc… shape the world around them to move history forward.

Needless to say, this theory of history has largely been discredited, with historians instead focusing on other theories less focused on individual rulers and thinkers, but instead on groups and systems as a whole. This seems reasonable. It does not matter how mighty or brilliant a ruler is, if the system they work in does not work or the people under them refuse to comply, then that’s all she wrote. However, there are some individuals in history that give one pause, because they seem to be the archetype for the Great Man Theory. One of these is Shaka Zulu.

Shaka Zulu: a Biography

Born in 1787, Shaka Zulu rose from obscurity to become the overlord of his little piece of the world. This little piece of the world was the southeast of Africa, which at this point in time was composed of hundreds of different African kingdoms, clans, and tribes. Born into the rather insignificant Zulu kingdom, Shaka would soon make the name Zulu synonymous with power and resistance to colonialism.

Shaka’s real name was Sigidi kaSenzangakhona, so it should be obvious why we know him as Shaka. He was born of an apparently illicit love affair between his father Senzangakhona, chief of the Zulu, and his mother Nandi, a daughter of a Langeni chief. This affair went over like a lead balloon and after a brief sojourn in Senzangakhon’s court, Nandi was driven out. She, fortunately, found refuge with her people, the Langeni. However, Shaka would later be given to the Mthethwa chiefdom and became part of the court of their chief Dingiswayo, who welcomed this foreign boy into his court.

Shaka would make a name for himself on the battlefield in his early adulthood when he was drafted into the military of the Mthethwa tribe. Herein he discovered his latent talent for war and tactics and quickly rose up the ranks of the Mthethwa to become one of Dingiswayo’s commanders. After the death of his father, Shaka would receive permission and aid from Dingiswayo to seize the Zulu throne from his senior brother Sigujana. Shaka would achieve this goal and even carve up some more surrounding territory to add to the Zulu domain, including that of the Langeni. While his skill as a commander was proven, it still remained that Shaka was still the vassal of Dingiswayo.

This all changed around 1818 when the Mthethwa and the Ndwandwe went to war. Herein, Dingiswayo was captured by the Ndwandwe’s leader Zwide and later killed. According to some accounts, this might have been a bid on Shaka’s part to obtain the Mthethwa throne, but this is unconfirmed. What did occur is that Shaka immediately assumed control of the collapsing Mthethwa state after the death of their chief. Desiring to be rid of yet another rival, Zwide and his forces that same year invaded Shaka’s realm, but were subsequently routed, and the Ndwandwe was ultimately absorbed into the Zulu kingdom. There were no major rivals left in the area, so Shaka did what I guess a Shaka does and continued to conquer.

The result of these conquests is that the Zulu would now rule most of Natal and KwaZulu. With no major rivals, Shaka and his apparently unstoppable army would demand the submission of all of the surrounding chiefdoms. If they agreed, they were allowed to maintain local administrative control. If they did not, they were either annihilated wholesale or driven off their land. This resulted in a series of mass migrations from the region that resulted in perhaps as many as one million deaths, as entire people groups were forced from their homes and collided with other groups. The effects of these migrations were felt as far as the Zambezi River in modern-day Zimbabwe.

The Zulu Kingdom under Shaka would quickly morph into a Spartan-like military state. All young men would reside in military settlements completely separate from women until such a time as they had earned the right to marry. Unmarried women would receive much the same treatment. The cattle that the Kingdom’s economy was reliant upon were largely centralized by Shaka and his subordinates. In 1824, the British of the Cape Colony in the western part of South Africa would come into contact with the Zulu. Sensing an opportunity for trade and the potential of more and greater weapons Shaka allowed them to build Port Natal to conduct said trade.

Shaka was a cruel leader. Killing at the slightest provocation, his actions did not engender him to those around him. It is no wonder then that in 1828, a mere ten years after taking the Zulu throne, he would be assassinated by his half-brothers and bodyguard. The system that Shaka had built was a rigid militaristic society so formidable that it would in later years go head to head with the might of the British Empire. While they would ultimately lose this engagement, the Zulu and their founder would go down in history as a symbol of African military prowess and strength.

An Example of Great Man History?

The case of Shaka Zulu does give one pause. Here is a relative nobody (yes he was technically nobility, but that did not exactly benefit him due to his mixed blood and illegitimacy) who managed to create a military system that defeated the British for a time, who were at the height of their colonial power. Here was a guy so ruthless that he managed to transform the entirety of southeast Africa, displacing and eliminating entire people groups, all without the intervention of colonial powers. This set of events is not a common event. Yes, you will have great leaders within every group and population, but rarely one that is so transformative and deadly.

The reason for the mention of the lack of colonial intervention is that throughout the 18th and 19th centuries, the power balance globally was affected dramatically by the presence of either Europeans themselves or by their technology, particularly weapons. New Zealand exploded in violence during the so-called Musket Wars (1807-37) between the various groups of Maori. As the name would belie, the introduction of firearms was a big component. The Comanche stampeded through most of West Texas during the late 18th century creating what some have referred to as Comanchura or the Comanche Empire. This was the result of them adopting the horse and becoming what could be quite reasonably argued the best light cavalrymen in the world at the time. Horses were not indigenous to the Americas.

Shaka did not rely on colonial intervention or really any of their technology, unlike the other examples listed. He modified existing weapons, tactics, and social structures to meet his ends. He was the revolution; revolution did not come to him. Perhaps it is time to reexamine the Great Man Theory of History. Not entirely, but it at least should not be sold down the river wholesale. Individuals can make a significant impact on the world around them. Perhaps it is better to try to look at history in such a way as to measure the impact individuals, no matter their status, have on history and the world around them.

What do you think of Shaka Zulu? Let us know below.

Sources

Cockshut , A.O.J. “Thomas Carlyle.” Encyclopædia Britannica, Encyclopædia Britannica, Inc., 1 Feb. 2022, https://www.britannica.com/biography/Thomas-Carlyle.

“The Great Man Theory of Leadership Explained.” Villanovau.com, Villanova University , 10 Sept. 2021, https://www.villanovau.com/resources/leadership/great-man-theory/#:~:text=The%20Great%20Man%20Theory%20was,biographies%20belonging%20to%20great%20men.

“The Musket Wars.” New Zealand History, Ministry of Culture and Heritage , 11 Sept. 2015, https://nzhistory.govt.nz/war/new-zealands-19th-century-wars/the-musket-wars.

Ricks, Thomas E. “'The Comanche Empire': A Book That Changed How I Understand Our History.” Foreign Policy, Foreign Policy, 18 July 2016, https://foreignpolicy.com/2016/07/18/the-comanche-empire-a-book-that-changed-how-i-understand-our-history-2/.

“Shaka Zulu.” South African History Online, SAHO , 9 Nov. 2020, https://www.sahistory.org.za/people/shaka-zulu.

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At the moment of Fidel Castro's triumphant entry into Havana, Cuba on January 9, 1959, the charismatic revolutionary leader was a relatively unknown quantity. Many are surprised to discover that Castro at first enjoyed much popular support in this country. Early reports on the rebel leader featured positive, if sometimes guarded, reactions. Even Ed Sullivan, America’s premier show man, got caught up in the excitement. He journeyed to Cuba himself to interview the victorious rebel leader shortly after the latter’s entry into Havana. He was but one of myriad journalists who descended on Cuba to cover the exciting changes in the island.

In this series, Victor Gamma returns and considers how the US misjudged Fidel Castro. Here, we look at how the US intervened in other places in the 1950s, and its pre-Cuban Revolution attempts to understand Fidel Castro’s beliefs.

Fidel Castro with his in the Sierra Maestra, Cuba. December 1956.

In April 1959, Castro visited the United States itself, where he appeared on popular American TV shows, gave talks at Harvard and was buoyed aloft on the shoulders of an admiring audience. In the US he generally received royal treatment wherever he went. This included children sporting Castro beards and other manifestations of Castro-mania. This is strange considering the fact that his mortal enemy, Batista, enjoyed the full backing of the US but a few months before.

As we all know, this “honeymoon” period did not last. Before the end of that year, relations between the US and Castro deteriorated beyond the point of no return. The point is: if we had a more clear idea of his ideology, if he were a communist or might become one and would become an ally of the Soviet Union, we would have been justified in acting decisively to keep him from power. An operation similar to that carried out in Guatemala in 1954 or Iran in 1952 could have been mounted. In the tense competition with the Soviet Union, it was imperative to prevent a communist government 90 miles from American shores. But without a clear understanding of Castro's ideology and/or future plans no firm policy was formulated. Instead, US policy would evolve in reaction to Castro's moves. The result of that policy was that in less than two years diplomatic ties between the United States and Cuba severed and relations degenerated into clandestine warfare. Subsequently, Cuba under Castro became a disaster for U.S. foreign policy for decades. Why did the US allow such a hostile regime to take hold so close to our shores? Why were US policy makers not clear on what Castro’s motives were or what the nature of his ideology was until too late? How did we miss the warning signs?

The problem began towards the end of the Batista regime. By 1957, after almost two decades of unwavering support of Cuban regimes, the State Department began to have doubts about continued support of Batista. Batista’s efforts to label Castro as a communist and tool of Moscow failed to gain Eisenhower’s continued support. In the corridors of power, criticism of America’s Cuban policy became more vocal. Such sentiments were even becoming a matter of public record. On August, 17, 1958, Henry Wriston, president of the Council on Foreign Relation appeared on the Mike Wallace Interview. He openly uttered such anti-Batista statements as “we don't like Batista'' and “we would be delighted to see Batista and Trujillo (the dictator of Guatemala) overthrown.” The US went beyond mere distaste. In March,1958 Eisenhower stopped sending arms to Batista, “Obviously Castro had won the emotional support of the Cuban people,” he said later in justification. The CIA had even actually begun supporting opposition movements in hopes of getting rid of an increasingly unpopular dictator.

The US and Castro

The US enjoyed major success in sponsoring overthrows of regimes in places as diverse as Guatemala and Iran. Unlike in those countries, however, the US had no plan about whom to replace Batista with. To complicate matters, the insurrection movements prowling around in the mountains and jungles of eastern Cuba were of uncertain ideology and attitudes toward the US - and time was running out. Castro’s group, called the “26th of July Movement,” which was the most important of the various anti-Batista movements, threatened yet another violent overthrow of a Cuban government. By the summer of 1958 it was becoming clear that his regimes’ days were numbered. What should US policy be? Some feared that if something were not done soon the threat of violent revolution would materialize and replace Batista with an even worse (and leftist) government. Since Castro was likely to be an increasingly dominant force, it was vital to decide whether to support him or keep him from power.

What did the US know of Castro? Much knowledge came not from official government efforts but enterprising journalists. The long struggle by the barbudos (bearded ones) attracted much sympathy from the American press, Chief among these was New York Times reporter Herbert Matthews. Castro had been reported killed by the Batista regime. But Matthews was able to locate him. After some days with Castro, Matthews sent his report to the Times. On February 24, 1957, the world was electrified by the news: “Fidel Castro, the rebel leader of Cuba’s youth, is alive and fighting hard and successfully in the rugged, almost impenetrable fastnesses of the Sierra Maestra, at the southern tip of the island.” Along with the report Matthew provided the rebel leader’s signature as proof. The article gushed with praise, included a description of Castro as an “educated, dedicated fanatic, a man of ideals, of courage and of remarkable qualities of leadership.” He had not only dramatically revealed that Castro was not dead, he successfully portrayed him in a way that garnered widespread interest and sympathy from readers across the country. Even more importantly for US policy, he also denied that Castro was a communist or that communists were a significant force in his movement. Such reporting built a groundswell of support among the American public.

Less supportive of America

But if the US had done a profile on the indefatigable rebel, they would have known that he blamed the US for many of Cuba’s problems. At his trial in 1952 he defended himself and used the courtroom as a platform to promote his views. Included in his diatribe were such statements as “The United Fruit Company owns land the north to the south socast in Orient Province-but two hundred thousand Cuban families there don’t own an inch of land!” His villains were companies and landowners. As it was, the CIA psychological profile on Castro did not appear until December 1961, much too late.

During this time, the American embassy in Havana was not much help. From the years 1953-57 under Ambassador Arthur Gardner, strict orders to avoid contact with anti-Batista movements were in force, effectively thwarting any chance to learn more about Castro. Not only that, such a policy put the CIA in an awkward position. It could not utilize embassy personnel and interfered with intelligence gathering. To overcome this problem, that spring of 1957 Washington sent an official fact-finding mission to Cuba to find out more about Castro. After obtaining Ambassador Gardner’s cooperation, the mission, led by CIA officer Lyman B. Kirkpatrick, Jr. set out to fill in the gaps of knowledge about the opposition to Batista. The delegation spent most of its time in Santiago de Cuba, the main town of Castro's home province, Oriente. Here they hoped to obtain first-hand information about Castro's character and philosophy. Basically, the mission did not discover anything alarming about Castro. He came from a large, wealthy land-owning family. He had attended parochial schools, gone to college, and enjoyed baseball. His former teachers had nothing but good to say about him, “He was a good Catholic boy,” said one. Others insisted that he could not possibly be a communist. The team felt that the rebel movement simply reflected the desire of Cubans to be rid of dictatorship and restore a functioning democracy. So as of 1958 the fog around Castro’s political leanings had still not cleared. It was known that he had been involved in leftist politics and that his movement included communists but in the words of Kirkpatrick “we were not sure whether he was an avowed Communist.” Castro himself had refused to make common cause with Cuban communists.

What do you think about American intelligence’s attempts to gather information on Fidel Castro in the 1950s? Let us know below.

Now read Victor’s series on whether Wernher von Braun was a dangerous Nazi or hero of the space race here.

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When the Russian Federation, on the orders of President Putin, invaded the territory of independent Ukraine on February 24, 2022, one of the main goals of the Russian troops was to conquer the capital of Ukraine - Kyiv. This attack failed and the Russian Army withdrew to concentrate on eastern Ukraine. Here, Konstant Teleshov explains why Kyiv remains an important target for Vladimir Putin.

The Baptism of Kievans by Klavdy Lebedev.

Thanks to the heroic resistance of the Ukrainian people and the competent actions of the military-political leadership of Ukraine, the Russian army suffered a humiliating defeat near Kyiv and Chernihiv during the Russo-Ukrainian War, after which it was forced to retreat at the end of March 2022.

Historical meaning

In recent years, Russian President Vladimir Putin has made the country's historical past an important element and pillar of his regime, which some political experts call Putinism. He wrote several articles, one of which is called "On the historical unity of Russians and Ukrainians." In this article, the Russian autocrat positions himself as a supporter of the concept of the triune Russian people, which for centuries has formed a single cultural and spiritual space of historical Russia - a large ethnocultural region in Eastern Europe, historically inhabited by three peoples - Russians, Ukrainians and Belarusians.

One of the most important components of the common historical past of these three peoples is a medieval state called Kievan Rus, which existed from 862 to 1240. During its peak, Kievan Rus occupied the territory from the White Sea in the north to the Black Sea region in the south. It consists of many principalities (provinces). One of the provinces of Kievan Rus was the Grand Duchy of Vladimir, one of the parts of which was the Principality of Moscow - the future center of the Russian Empire. The Moscow principality became an independent state only in the 13th century, becoming one of, but not the only successor of Kievan Rus.

The capital of Kievan Rus, located in the north-east of Europe, was Kyiv. The modern Ukrainian capital from the second half of the 9th century has an interesting name - "the mother of Russian cities." Why did such a paradox arise? The fact is that Kyiv was first called the "mother of Russian cities" by the semi-legendary Varangian prince Oleg, who seized power in this city in 882. This is written in the chronicle "The Tale of Bygone Years", which is dated to the 12th century.

Thus, Kyiv was declared the political, cultural, economic and religious center of Kievan Rus. The name "mother of Russian cities" is similar in its meaning to the expression "mother of all cities", which is used to characterize Jerusalem as the religious center of the world. In fact, the “mother of cities” is a calque from the Greek word “metropolis”, which was used to denote a capital city.

It turns out that the real spiritual and cultural center of Russia is located in Kyiv, and not in Moscow, which is about 7 centuries younger than the capital of Ukraine. Thus, the Russian Federation is a unique country that has no control over its spiritual and historical capital. In my opinion, this is fair, since the modern Russian army has nothing to do with the army of Kievan Rus, which was one of the strongest in Europe. Russian soldiers behave like cowardly barbarians, which is also unworthy of the army of the state, which considers itself the successor of Kievan Rus. Whereas the daughters of Yaroslav the Wise (one of the most prominent rulers in the history of Kievan Rus) were more educated than European kings.

Considering all of the above, the desire to capture Kyiv fits into the ideological concept of "gathering Russian lands", which was used by all Russian princes, tsars and emperors to seize new lands since the 13th century. President Putin clearly wants to go down in history as a great ruler of Russia, such as Ivan "The Terrible" IV, Peter I and Catherine II. All of them significantly expanded the territory of Russia, and Putin, using false accusations against Ukraine of Nazism, came up with a pretext for the invasion under the guise of protecting the Russian-speaking population from genocide, also wanting to remain in the history of his country as a brilliant strategist and commander.

However, Russia does not deserve to own Kyiv. This city is used to being the center of one of the most developed European countries, while the Russian Federation is clearly not one of them. Kyiv will never want to be part of the "Russian world", which brings with it only destruction, death and lack of culture.

Strategic importance

The Ukrainian capital is also of great strategic importance. It is located on the banks of the largest river in Ukraine called the Dnieper. During the time of Kievan Rus, it was through Kyiv that the famous trade route "from the Varangians to the Greeks" passed, which connected the Baltic states and the Byzantine Empire.

Today Kyiv is the most important economic, political and military center of Ukraine. Of course, the capture of the capital of a neighboring state would greatly strengthen Russia's position in negotiations with Ukraine, but this did not happen, because Kyiv has long been a quality fortress. For example, the German Army was able to capture Kyiv only after 3 months of siege, having suffered huge losses in 1941.

Psychological factor

The capture of Kyiv, according to the plan of the Russian military-political leadership, was supposed to psychologically break the spirit of Ukrainian resistance to the invaders. For example, they could start spreading fake news that President Zelensky has fled or been assassinated. However, the Russian military failed to understand the psychology of the Ukrainians. They never understood that the city would be defended to the last Ukrainian soldier.

The fact is that in Russia almost all regions are completely subordinated to the capital Moscow. However, in Ukraine, each region is able to independently make decisions and defend itself. That is why, even if the Russian military managed to temporarily capture Kyiv and kill the military-political leadership of Ukraine, they would not be able to break the spirit of the Ukrainian people.

What do you think about President Putin’s motives for wanting to capture Kyiv? Let us know below.

Now read Konstant’s article on the history of confrontation between Russia and Ukraine here.

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After the Normandy Invasion in June 1944, the Allied Powers had to move across France to reach Germany. However, the terrain was not always easy to cross. Here, Daniel Boustead returns and considers whether greater use of napalm could have helped the Allies as they crossed French hedgerow country in 1944.

Crowds celebrate the liberation of Paris on August 26, 1944.

The Allied campaigns which occurred after the June 6, 1944, Normandy Invasion are often not as well known to the public. In the hedgerow country in France, the Allies encountered alarming casualties from the Nazi German Army. The Allied solutions to the hedgerows were slightly effective but still had fatal flaws. The use of napalm and other explosives in Operation Cobra and other military operations allowed the Allies to break out of Normandy. Napalm was used effectively as weapon in the military campaign in France and the campaign that occurred after that. The Allies should have used napalm early on in the Normandy Campaign which would have prevented many lives being lost in hedgerow country.

The hedgerow country or Bocage, was west of the French City of Caen.(1) For the Germans, the hedgerows were ideally suited for defense. The effects of how deadly the hedgerows were to become quickly became obvious. On June 6, 1944, when German mobile artillery batteries used the hedges to accomplish their mission of camouflaging themselves.(2) This preventing Allied Aviation from either destroying them or defining their position to allow the Allies to destroy them. The hedgerow fighting lasted from June 7, 1944, until the end of August 1944 when the Allies ended up liberating most of the present-day Basse-Normandie.

Issues with hedgerows

The hedgerows consisted of a patchworks of thousands of small fields enclosed by almost impenetrable hedges. The hedges consisted of dense thickets of hawthorn, brambles, vines and trees ranging up to 15 feet in height, growing out of earthen mounds several feet thick and three or four feet high. The hedges were equipped with a drainage ditch on either side. The walls and hedges together were so formidable that each field took on the character of a small fort. Defenders dug in at the base of a hedgerow and (hidden by vegetation) were all but impervious to rifle and artillery fire. So dense was the vegetation that infantrymen poking around the hedgerows sometimes found themselves eye to eye startled at the Germans. A single machine gun concealed in a hedgerow could mow down attacking troops as they attempted to advance from one hedge to another. Snipers, mounted on wooden platforms in the treetops and using flashless gunpowder in order to avoid giving away their positions, were a constant threat.

On July 9, 1944, 3rd Armored Division member Belton Cooper was with most of the tank maintenance mechanics when they received fire from German Tree Snipers.(4) Belton Cooper stated that “The Tall pines of Normandy were festooned with larch bunches of mistletoe, which grew as a natural parasite”. Belton Cooper further recollected “There were so many trees and so many bunches of mistletoe that it was difficult to find the snipers who hid there”. Most of the roads were wagon trails, worn into the sunken lanes by centuries of use and turned into cavern-like mazes by overarching hedges. These gloomy passages were tailor made for ambushes and were terrifying places for men on both sides. The sunken lanes were also lethal to Allied Tanks. Confined to narrow channels, they were easy prey for German Panzerfausts (German Anti-Tank Rocket Launchers) camouflaged in the hedgerows. A tank that ventured off the road and attempted to smash through the thicket, was particularly vulnerable. As the tank climbed the mound at the base of the hedgerow, its guns were pointed helpless skyward, and its underbelly was exposed to fire from antitank guns in the next hedgerow.

Fear

The Germans defense of the hedgerows caused much fear, casualties, and losses for the Allies. Dennis Bunn of the Scottish 15th Reconnaissance Regiment, described hedgerow fighting while driving through them in a heavy armored car. “Inside the car was intense heat and darkness, outside brilliant sunshine. I sweated and gripped the steering wheel with damp hands as I peered through a small aperture at the ground in front, the high hedge on the right, the ground sloping away to the left, at the trees, the bushes, seeing or suspecting danger in every blade of grass”(1).

From June 29 to July 1, 1944, the American Combat Command A of the 29th American Infantry Division captured the French village of Villiers-Fossard in hedgerow country.(3) However, the American Combat Command A lost 31 tanks, 31 other vehicles, and 151 men while trying to capture this French village (3). The losses which the Americans endured in trying to capture Villiers-Fossard were directly caused by German heavy small arms fire, German mortar, anti-tank fire from a German reinforced infantry battalion, and German Panzerfausts (3).

Solutions

The Allied solutions to the hedgerows were effective but had some fatal flaws. The use of Bulldozer Tanks to remove hedgerows proved faulty because they were easily knocked out by German Anti-Tank weapons. This was brutally demonstrated during the military action of Combat Command A of the 29th American Infantry Division at Villiers-Fossard. In this action the Americans lost two bulldozers early in the action to German Anti-Tank Weapons while trying to capture this village. This only left Combat Command A of the American 29th Infantry Division with only explosives to blow through the hedgerows. The American action to capture the Villiers-Fossard also displayed another faulty American tactic. The use of explosives to blow gaps in the hedgerows resulted in warning the Germans where the Americans were coming from. The Germans then directed their fire at the places where the explosives were which resulted in killing more American troops.

A more effective anti-hedgerow device were the “hedgerow cutters” developed by Sergeant Curtis G. Cutlin Jr. of the U.S. 102nd Cavalry Reconnaissance Squadron.(5) Cutlin Jr. welded pointed steel blades cut from the German beach obstacles onto American tanks. This allowed them to go through the hedgerows during combat. Cutlin’s innovation was so effective and popular that in General Omar Bradley’s First Army, three of every five tanks were equipped with the “hedgerow cutters”. General Dwight David Eisenhower said about the “hedgerow cutters” they “restored the effectiveness of the tank and gave a tremendous boost to morale throughout the Army”(5). However, the tanks equipped with the “hedgerow cutters” could be knocked out.(6)

Napalm

The use of napalm along with other explosives helped the Allies break out of Normandy. On July 25, 1944, a total of 4,150+ tons of high explosives and napalm were dropped on the Periers-Saint Lo Road.(7) A total of 125,000 rounds of artillery were also fired at the Periers-Saint Lo Road. The end result of this bombardment was that 1,000 men of the German Panzer Lehr Division had perished, and the survivors were left stunned across the Periers-Saint Lo Road. Panzer Lehr Division Commander Fritz Bayerlein said about the bombardment “My front lines looked like the face of the moon, and at least 70 per cent of my troopers were out of action-dead, wounded, crazed, or numbed. All my forward tanks were knocked out, and the roads were practically impassable”(7). Some survivors of the Panzer Lehr division would be deaf for 24 hours. Three German battalion command posts simply vanished, along with a whole German parachute regiment. Only a dozen German tanks remained operable. As Fritz Bayerlien frantically tried to restore a semblance of order by calling up units from the rear, American P-38s, P-47s, and P-51s Fighter planes and British Typhoons continued to blast his troops and tanks. The July 25, 1944, bombardment helped ignite Operation Cobra.

Operation Cobra was developed by General Omar Bradley.(8) Operation Cobra tore a funnel-shaped hole in the German defenses that was 10 miles wide at Avranches, France and narrowed to a single road and a bridge at Pontaubault. The German forces also faced another threat when Allied Forces landed in Southern France on August 15, 1944, as part of Operation Anvil-Dragoon.(11) The French and American forces landed in French Rivera region as part of Operation Anvil-Dragoon. This occurred near the city of Cannes. British Paratroopers participated in this action.(12) Operation Cobra and other such Allied military operations would ultimately liberate the whole of France. The Apex of this liberation was when Allied forces liberated Paris, France on August 25/26, 1944.(9)

There were some effective tactical air uses of napalm by the Allies in France and the military actions that occurred during and after the campaign. In August 1944 American Fighter bombers carrying fire bombs flew frequent missions against the Germans escaping the encirclement at Falaise France.(10) In August, 1944 P-38s and P-47s armed with bombs, rockets, and napalm attacked fleeing concentrations of German trucks and German armor that were retreating from Falaise France. General Dwight David Eisenhower described what he witnessed from the aftermath of the German forces fleeing from Falaise France “As being able to walk hundreds of yards, walking only on dead bodies”.(10)

An example of the effectiveness of napalm was demonstrated on August 25, 1944, on the headquarters of Feldmarschall Guenther Von Kluge, German Army Group commander at Verzy, France(10). On that day, 15 fighter bombers carrying 24 165-gallon napalm bombs and eight 500 lbs. HE bombs attacked Feldmarschall Guenther Von Kluge’s headquarters at Verzy, France. Twenty-two of the napalm tanks made direct hits on the Verzy headquarters buildings completely destroying eight houses. In the Battle of the Bulge from December 1944 to January 1945, the American Army Air Force fighter bombers used fire bombs effectively against the German motor transportation and German armored concentrations in the wooded sections of the battleground.

The Anglo-Americans faced a “meat-grinder” campaign in the hedgerow country of France against their German adversaries. In retrospect the Anglo-American military forces should have used napalm more frequently against the hedgerows in the time before, during, and after the June 6, 1944, Normandy Invasion. This factor would have resulted in less Allied soldiers being killed, wounded, or captured and ultimately brought about a quicker end to the conflict in Europe.

What do you think of the use of napalm in World War 2 Let us know below.

Now, you can read World War II history from Daniel: “Did World War Two Japanese Kamikaze Attacks have more Impact than Nazi V-2 Rockets?” here, “Japanese attacks on the USA in World War II” here, and “Was the Italian Military in World War 2 Really that Bad?” here.

References

1 Blumenson, Martin. Liberation. Alexandria, Virginia. Time-Life Books, Inc. 1978. 17.

2 Laurenceau, Marc. “Hedgerow warfare in Normandy-D-Day Overlord”. Last Modified or Updated 2003 to 2022. Accessed on May 16th, 2022. www.dday-overlord.com of Encyclopedie du debarquement et de la bataille de Normandie. https://www.dday-overlord.com/en/battle-of-normandy/tactics/hedgerow-warfare.

3 Cooper, Belton Y. Death Traps: The Survival of an American Armored Division in World War II. Novato: California. Presidio Press. 1998. 10 to 11.

4 Cooper, Belton Y. Death Traps: The Survival of An American Armored Division in World War II. Novato: California. Presidio Press. 1998. 28.

5 Blumenson, Martin. Liberation. Alexandria, Virginia. Time Life-Books, Inc. 1978. 21.

6 “Knocked Out M4 Sherman Tank with hedgerow cutters Normandy”. World War Photos. Updated or improved from 2013 -2022. Accessed on May 17th, 2022. https://www.worldwarphotos.info/gallery/usa/tanks/m4_sherman/knocked-out-m4-sherman-tank-with-hedgerow-cutters-normandy/

7 Blumenson, Martin. Liberation. Alexandria, Virginia. Time Life-Books, Inc. 1978 . 54 to 56.

8 Blumenson, Martin. Liberation. Alexandria, Virginia. Time-Life Books, Inc. 1978. 76.

9 Blumenson, Martin. Liberation. Alexandria, Virginia. Time-Life Books, Inc. 1978. 156 and 162.

10 Wolf, William. U.S. Aerial Armament in World War II: The Ultimate Look Vol. 3: Air-launched Rockets, Mines, Torpedoes, Guided Missiles, and Secret Weapons. Atglen: Pennsylvania. Schiffer Military History Books of Schiffer Publishing Ltd. 2010. 70.

11 Blumenson, Martin. Liberation. Alexandria, Virginia. Time-Life Books, Inc. 1978. 102 and 115.

12 Blumenson, Martin. Liberation. Alexandria, Virginia. Time-Life Books, Inc. 1978. 107.

Bibliography

Blumenson, Martin. Liberation. Alexandria, Virginia. Time-Life Books, Inc. 1978.

Cooper, Belton Y. Death Traps: The Survival of an American Armored Division In World War II. Novato: California. Presidio Press. 1998.

“Knocked Out M4 Sherman Tank with hedgerow cutters Normandy”. World War Photos. Updated or Improved from 2013-2022. Accessed on May 17th, 2022. https://www.worldwarphotos.info/gallery/usa/tanks/m4_sherman/knocked-out-m4-sherman-tank-with-hedgerow-cutters-normandy/

Laurenceau, Marc. “Hedgerow warfare in Normandy-D-Day Overlord”. Last Modified or Updated 2003 to 2022. Accessed on May 16th, 2022. www.day-overlord.com. Of Encyclopedie du debarquement et de la bataille de Normandie. https://www.dday-overlord.com/en/battle-of-normandy/tactics/hedgerow-warfare.

Wolf, William. U.S. Aerial Armament in World War II: The Ultimate Look Vol. 3: Air-launched Rockets, Mines, Torpedoes, Guided Missiles, and Secret Weapons. Atglen: Pennsylvania. Schiffer Military History Books of Schiffer Publishing Ltd. 2010.

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Charles George Gordon, known for exhibiting extraordinary courage and fearlessness in battle, would die a hero’s death in 1885. At the time of his death, he had gained international fame for his service in the British army, ability to inspire others, and his staunch commitment to his faith. Here Marvin McCrary looks at Gordon’s role after China, notably in Sudan in the 1870s and 1880s.

If you missed it, read part one on Major General Gordon in China here.

A depiction of Major General Gordon in Khartoum.

Upon his return to England the question in the minds of everyone was what was next for Charles George Gordon. Gordon was posted to Gravesend in October 1865, as the Commandant of Engineers in charge of renovating the Lower Thames in Gravesend and Tilbury. Shortly after his arrival, Gordon received news that his father was dying. Taking a leave of absence, Gordon hurried to father's bedside and nursed him until he died. This personal tragedy, coupled with the death of one of his brothers, would have a profound effect on Gordon and the development of his stance towards religion. What had been at one time a more superficial approach to faith, Gordon became resolute in his determination to emulate Christian charity in thought as well as deed, and he returned to Gravesend a different person. Gordon's official duties occupied him from morning until the afternoon, after which he threw himself into charity. He visited the sick and dying, gave money to the poor, and taught at the local school. The street urchins were special objects of his concern–he bought them clothes, fed them, nursed them when they were ill, and found them meaningful employment around town. He went on to found, and partly finance, a charitable society aimed at alleviating the plight of itinerant workers. Given his official status in Gravesend, Gordon had many opportunities to enjoy a busy social life, but it would appear that he chose to shun these in favour of what he saw as a higher calling. Reflecting on his time in Gravesend, Gordon would later record in his journal that the years he spent there were the best of his life.

To Africa

Unfortunately, such idyllic times were not meant to last, as circumstances beyond his control would find Gordon having to take up yet another task in the far reaches of the British Empire. In 1882, British forces occupied Egypt to safeguard their investment in the Suez Canal; the canal considerably shortened the trade routes to India and the East. The British set up a colonial administration under Khedive, similar to a viceroy, Isma’il Pasha. The Khedive was known for his lavish spending, as well as his desire to turn Egypt into an extension of Europe. This caused outrage among large numbers of Egyptians, who blanched under what they saw as unwarranted foreign interference in Egypt’s affairs. In occupying Egypt, this led to British involvement in neighboring Sudan, which had been occupied in turn by the Egyptians. Cut off from the civilized world, Sudan was a poverty-stricken land of disease, slavery, and corruption. Although Egypt was committed to the abolition of slavery, the revenue which slavery generated was too tempting for officials to ignore.

In 1871, Gordon had been promoted to full colonel and became the British commissioner on the Danube Commission. In the hopes of diverting foreign eyes, Isma’il asked for the British to appoint Gordon to the position of governor of Equatoria province in 1873, which was then comprised much of what is today South Sudan and northern Uganda. When offered the same salary as the previous governor, Gordon surprised the Khedive when he asked for a more modest salary of £2,000 per annum. Gordon swept like a whirlwind throughout the province, weeding out corruption, combating injustice, and exposing oppression, ultimately upsetting the slave trade. Through his efforts to ban slavery, Gordon had come into conflict with an Egyptian official. Having thoroughly exhausted himself, Gordon informed the Khedive that he did not wish to return to the Sudan, and he chose instead to return to Europe. The departure of Gordon left a power vacuum the likes of which his successor did not have the capacity to fill, as the officials settled old scores upon the inhabitants of the towns and villages along the Nile. The people withered under the yoke of corruption, providing kindling for the fires of rebellion.

Uprising

In 1882, the year of the British invasion of Egypt, the Mahdi, a messianic Muslim leader, dedicated to a Jihad, or holy war, to cleanse Islam of its impurities, had united various groupings in the Sudan and threatened the whole basis of the Egyptian overlordship there. As more and more Egyptian forces fell back upon Khartoum, at the junction of the Blue and White Niles, the British government came under considerable pressure to solve the crisis. The rise of Mohammed Ahmed, a former boat-builder’s apprentice, who believed himself to be the long-awaited Mahdi, was born of the latent fanaticism within Islam. Like Hong Xiuquan a few decades earlier, Ahmed was able to take advantage of the poverty and hopelessness amongst the people, striking a cord in the minds of those who would listen to him, driving them to action and self-sacrifice with the promise of salvation.

In London, the uprising became a matter of intense political debate, but there was no clear-cut solution as to the best course of action. On one side, there were those who advocated for the abandonment of the Sudan and the withdrawal of British forces from Egypt. The opposition argued against a withdrawal from Egypt, as they saw Sudan as a strategic safeguard to allow Britain to protect her interests along the Canal. Ultimately, the government needed someone to conduct an orderly withdrawal of British and Egyptian troops down the Nile. In Britain, everyone except the Government saw Gordon, a major general by this time, as the natural choice to go to the Sudan as Governor General. Amongst Gordon’s supporters were army officers, evangelical clergymen, Egyptologists, philanthropists and businessmen. Even Queen Victoria and her cousin, the Duke of Cambridge, Commander-in-Chief of the Army, counted themselves among Gordon's ardent admirers. As John Waller writes, Prime Minister William Gladstone was reluctant to call upon Gordon, but in the hopes of placating the public clamor, Gladstone asked Evelyn Baring, British Agent-General in Egypt, whether Gordon would be of any use. Baring had a few days earlier recommended to the British Government that the Sudan be evacuated; any usefulness that Gordon might have would clearly be linked to the supervision of such a withdrawal.

Sudan

At the beginning of 1884, Gordon had no interest in the Sudan, having been approached by King Leopold of Belgium to serve as governor of the Congo. Gordon was prepared to accept and resign his pension, but was later convinced otherwise. Gordon’s good friend, Adjutant General, Sir Garnet Wolseley, was instrumental in changing Gordon’s mind. Wolseley was opposed the Gladstone’s policy in Sudan, and after meeting with Wolseley at the War Office, Gordon left convinced that he had to go to Sudan. Hoping to disentangle himself from the agreement he had made with Leopold, Gordon would subsequently go to Brussels to settle the issue, which left the latter furious. Gordon set out for and arrived in Khartoum in February of 1884 with orders to begin an evacuation of troops. Baring was known to have had his reservations about Gordon, considering his reputation for unpredictability and an inclination for disregarding the rules. Since his earliest days as a student, Gordon possessed an impetuous, headstrong nature which often drew him into conflict with authority figures.

Gordon may have considered his prior experience in help to suppress the Taiping Rebellion beneficial in his struggle against the Mahdi. Coupled with his belief that he was in Sudan as an instrument of God’s will, led to Gordon taking the initiative. Gordon did not obey his orders, because, his journals reveal, he believed that a shortage of suitable boats made evacuation too dangerous. It could be argued that the agreed upon instructions were both overly optimistic and woefully vague. Gordon would perhaps have been better served if he had made withdrawal his foremost concern, but his attempts to somehow reconstruct alternative Sudanese rule as an obstacle to the Mahdi, meant that he delayed withdrawal, and also precipitated a determined and full-scale Mahdist assault upon Khartoum. Altogether, he seemed to confirm the misgivings of those who did not have much faith in him to begin with. Indeed, it seemed as though the government which had appointed him with much trepidation now became exasperated with Gordon’s perceived self-righteousness.

When the Mahdi besieged Gordon in Khartoum in 1884, the government was implored by everyone, including Queen Victoria, to send a relief mission. They refused until October 1884. Gladstone, the prime minister, was furious at Gordon for, apparently, disobeying his orders. The relief column reached Khartoum 2 days after it fell to the Mahdi in late January of 1885. How exactly General Gordon met his end, no one is quite sure. Some think he was killed along with the rest of the garrison; others think he was captured and executed in the camp of the Mahdi. Official records suggest he was captured and a ransom was asked for, and when it was refused, Gordon was killed. In either case, the death of Gordon was met with public mourning. Whether he was desirous of a martyr’s death or not, Gordon’s heroic death ironically provided him with the stardom he had so actively tried to evade during his lifetime. Statues were erected and schools named after him. Copies of his journals, personal reminiscences about him, and biographies sold in their millions right up until the First World War.

What do you think of Major General Gordon’s life? Let us know below.

Now you can read Marvin’s series on the origins of the Mormon Battalion here.

Author’s Note: When I originally outlined what I would like to write about Gordon, I did not intend to examine his life after China, but throughout my research, I found his story to be compelling. It was his personality and character which I found most interesting, and it is hoped that this will serve as inspiration for future study about a great hero. For a more comprehensive and thorough examination, I highly recommend John Waller’s biography.

Sources

Barthrop, Micheal. War on the Nile: Britain, Egypt and the Sudan 1882-1898. New York: Sterling Publishing, 1986.

James, Lawrence. The Rise and Fall of the British Empire. New York: Saint Martin’s Press, 1997.

Waller, John H. Gordon of Khartoum: The Saga of a Victorian Hero. New York: Atheneum, 1988.

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Captain Morgan was a privateer, militia leader, Admiral of the Breathern, Deputy Governor of Jamaica, and Knight of Charles II. He was one of the few privateers that met a reasonably peaceful retirement and death and moved from the lowest levels of society to that of the planter class aristocracy. But how did this former privateer move from a crew member aboard an exploratory vessel to the Spanish Main to the high position of Lt. Governor and Knighthood. How did he strike terror in the Spanish Dynasty, and make their troops so afraid they were willing to hide in the jungles of Central America to avoid fighting him?

Avery Scott explains.

A depiction of Sir Henry Morgan.

Captain Morgan was not a brilliant navigator, sailor, or soldier. He was lacking in many of the skills of those who came before him (Sir Francis Drake), and those who came after him (Blackbeard). But he was a brilliant leader and a brilliant thinker more than any of these men. Morgan was the greatest menace to the Spanish since Sir Francis Drake and enjoyed the nickname El Draque by the Spanish.

Early Life

Henry Morgan was born in January of 1635 in Wales. Typical of seafaring men of this time, little is known of his early life and childhood. He likely came to the New World on an expedition of Thomas Gage directed by Oliver Cromwell. Cromwell currently being the leader of the Commonwealth of England, Scotland, and Ireland. The expedition was captained by Admiral Penn and General Venables who were to travel to the Spanish Main and attempt to loosen the hold the Spanish had developed on trade and the New World. No one foresaw the difficult conditions, harsh landscapes, and bitter fighting that was awaiting them.

During this time, there was great tension between Protestant England and Catholic Spain, that resulted in letters of Marque being given to sailors to raid and pillage enemy ships. Letters of Marque or Commissions were an easy way for a country to maintain a nearly free Navy, and it allowed their military vessels to fight the enemy – not loot for treasure. Privateering commissions changed the world, and specifically the Caribbean. It was in November of 1663 that Morgan likely obtained his first command and a commission of his own. It was then that his privateering career truly began.

Maracaibo

The attack that shows the brilliance of Sir Henry Morgan more than any other is that of Maracaibo. Maracaibo is a town in Venezuela, that sits directly on a channel off the Caribbean Sea. This channel leads to Lake Maracaibo, where Morgan sets his sights for plunder. During the early stages of the attack on Maracaibo, Morgan easily moved into the town, ransacking and plundering all that was found. Few Spanish troops manned the fort, and those that did were afraid of what would happen if they were captured by the “English devils.” Morgan and his men captured prisoners and held them for ransom, and exploited others as guides. Prisoners were tortured and killed in an effort to extract any and all information about the location of valuables, and for information about the Spanish forces.

His attack was going perfectly, until a fleet of Spanish ships with the express order to end piracy in the Caribbean appeared, blocking his only exit point from Maracaibo. Remember, Maracaibo sits in a channel and leads to a land locked lake - there is one way in and one way out. Don Alonzo de Campos y Espinosa, the commander of the Spanish fleet, sent Morgan a letter instructing him to surrender, or his men would be killed in battle. Morgan read this and began discussions with his men (it is important to note that an early form of democracy was practiced onboard pirate and privateering vessels with the captain only retaining total control during battle) - it was decided they would fight their way out of Maracaibo.

Escape Plan

Morgan captured a merchant vessel earlier in his pillage, and now it was to be used as a fire ship. That is, a ship covered in flammable material and lit ablaze then sailed directly at an enemy target, the last sailors abandoning the ship in a canoe shortly before impact. Morgan knew that the Spanish Armada was manned by hardened, battle ready soldiers with superior firepower, so Morgan decided he had to win the battle with wit and courage. The merchant ship was outfitted with cannon and wooden cutouts of men on deck to appear that it was a privateering vessel ready for battle. It was not until Morgan’s decoy was running directly into the Magdalen, the Spanish Flagship, that Alonzo and crew realized what was happening. Soon the Magdalene was engulfed in flames, and soldiers were jumping ship to avoid burning alive. Another ship in Alonzo’s fleet, the Soledad, attempted to turn and run from the privateers, but had a malfunction that kept it from sailing. Soon Morgan’s men were boarding the ship as the Spanish jumped from her decks to escape, quickly fixing the ship, and making it seaworthy. It was with this brilliant maneuver, that Morgan almost secured his safe exit from Maracaibo.

Escaping the Fort

The last step to escape was getting past the Fort guarding passage into the Caribbean Sea. Once Alonzo's men had been defeated in the water, they quickly bolstered the fort's remaining soldiers. Cannon was manned and musketeers were at the ready to stop Morgan from sailing out of the bay. Morgan received a ransom payment from those in the town and agreed that if they should bring him Don Alonzo he would leave peacefully. Alonzo was unwilling to allow Morgan to pass and accepted another battle. In truly brilliant style, Morgan had his men board canoes and sail to the bank appearing to disembark. In reality his men were laying down in the bottom of the canoes, and rowing back to the unseen side of the ship and climbing aboard. Morgan has this done over the course of a day, all under the watchful eye of Don Alonzo who presumed an attack would come by land. Late in the evening, Morgan had his ships lift anchor and slowly maneuver toward the fort until suddenly they opened full sail and quickly moved out of range of the Spanish cannon. Morgan made his way back to Port Royal, and his men celebrated their victory with the traditional privateer celebration (rum, prostitutes, and gambling). After this, Morgan became a true hero to English Jamaicans and secured his place as the defender of Jamaica.

Morgan’s Brilliance

Morgan’s attacks became more and more daring and dangerous as time went on, but the most impressive showing of his brilliance of leadership was at Maracaibo. Many captains would have taken the offer of safe surrender or would have died in vain trying to fight the pride of the Spanish Navy. But Morgan was different - his men trusted him and he them. He planned for every situation and had men willing to execute his every command with military-like precision. Morgan retired to his sugar plantations in Jamaica and hoped to live a peaceful life. Eventually though, after a raid on Panama, Morgan was arrested and taken back to London. To his surprise, he was not punished but rather made a Knight, and appointed Lt. Governor of Jamaica. His charge – end piracy in the Caribbean. Morgan did just this, but the life of a politician was less appealing to Morgan, and he eventually died a wealthy alcoholic. Morgan made wise choices throughout his career. He knew when to push on, and he knew when to stop. He knew how to motivate men and how to make his enemies fear his name. It is in these qualities that Morgan became the most successful privateer since Sir Francis Drake and cemented his name to a short list of successful privateers.

What do you think of Captain Henry Morgan? Let us know below.

Now, read more tales at sea: the story of French female 14th century pirate Jeanne de Clisson is here.

Further reading: Empire of Blue Water by Stephan Talty published by Crown Publishers.

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The changing political and theological landscape of early modern England stands as a complex topic. When examining the legacy of a changing kingdom from Catholicism to Protestantism and the subsequent religious and political conflicts, the context of these conflicts stands as significant. This paper argues that while the institutions of Protestant England viewed their actions in a secular manner in enforcing the supremacy of the monarch over the authority of the Pope as secular, the ensuing legislation and cultural shift represents a broader trend towards anti-Catholic persecution. Roy Williams explains.

A portrait of Queen Elizabeth I of England in her coronation robes. Source National Portrait Gallery: NPG 5175, available here.

By examining the legacy of priests, and lay Catholics who were targeted via anti-Catholic legislation, a broader narrative can be established in understanding the importance of anti-Catholicism as a nexus of political and religious perspective. From this examination of martyrdom as the connecting point between religious and political conflict between Protestantism and Catholicism, a larger trend of anti-Catholicism beginning with the cultural impact of John Foxe’s Book of Martyrs through events such as the destruction of the Spanish Armada in 1588, the Gunpowder Plot of 1605, and the Fatal Vespers incident in 1623 can be discerned. With the establishment of anti-Catholicism as an important factor in how English Protestants viewed themselves and the larger world around them in opposition to Catholics, the larger trend of anti-Catholicism and religious persecution is magnified. To understand these larger events and the larger trends over time it stands as significant to begin with the interrogation of the anti-Catholic laws of Elizabeth I.

Elizabeth I succeeded her Catholic predecessor Mary I in 1558 ushering in a more pronounced change towards Protestantism from the Catholic restoration Mary I had attempted. Elizabeth’s larger ideological perspective of Protestantism in opposition to Catholicism is reflected in the laws of her reign which stood as the cornerstone for anti-Catholic persecution. Elizabeth’s Supremacy Act of 1559 set the stage for larger conflict between Catholics and the authority of the monarchy in establishing the supremacy of the monarch over that of the papacy as the law of the land. Elizabeth declared herself Supreme Governor of the Church of England, and instituted an Oath of Supremacy, requiring anyone taking public or church office to swear allegiance to the monarch as head of the Church and State. Anyone refusing to take the Oath could be charged with treason. There were three levels of penalties for refusal to take the Oath of Supremacy. A first refusal to resulted in the loss of all movable goods. A second offence could mean life in prison and a loss of all real estate possessions. A third offence would result in a charge of High Treason and death.

The rejection of the authority of the papacy on secular grounds and the establishment of Elizabeth as the supreme governor of the church stands as one of the most significant aspects of the 1559 Act of Supremacy, “ 'I, A. B., do utterly testify and declare in my conscience, that the queen's highness is the only supreme governor of this realm, and of all other her highness's dominions and countries, as well in all spiritual or ecclesiastical things or causes, as temporal, and that no foreign prince, person, prelate, state or potentate, has, or ought to have, any jurisdiction, power, superiority, preeminence, or authority ecclesiastical or spiritual, within this realm; and therefore I do utterly renounce and forsake all foreign jurisdictions, powers, superiorities, and authorities.”(1) This conflict between Elizabeth and the authority of the Pope stands as a significant development in the larger trends toward anti-Catholicism. Still however, the most daunting and broad aspect of the 1559 Act of Supremacy was the institution of an oath which forced all those in public life from ecclesiastical matters to political to swear an oath upholding the supremacy of Elizabeth. The oath was designed to be a form of enforcement which specifically targeted Catholics in challenging their beliefs in viewing the papacy as the supreme governor in ecclesiastical manners. This direct conflict with Catholics and the administration of justice in a manner which excluded Catholics from public and ecclesiastical life displays the first of many laws established in a larger trend towards anti-Catholicism, “And that it may be also enacted, that if any such archbishop, bishop, or other ecclesiastical officer or minister, or any of the said temporal judges, justiciaries, or other lay officer or minister, shall peremptorily or obstinately refuse to take or receive the said oath, that then he so refusing shall forfeit and lose, only during his life, all and every ecclesiastical and spiritual promotion, benefice, and office, and every temporal and lay promotion and office.”(2)

Act of Uniformity

Elizabeth’s Act of Uniformity of 1559 established another aspect of anti-Catholicism in attempting to both unify the Church of England as well as compel all subjects to attend Protestant church services. The Act of Uniformity established the grounds for recusancy in punishing those who did not attend Protestant church services with fines and censure, “upon pain of punishment by the censures of the Church, and also upon pain that every person so offending shall forfeit for every such offence twelve pence, to be levied by the churchwardens of the parish where such offence shall be done, to the use of the poor of the same parish, of the goods, lands, and tenements of such offender, by way of distress.”(3) Elizabeth’s Act of Uniformity established an interesting dynamic between Catholic families who could afford to pay the fine of twelve pence versus poorer families who could not afford the fines. In establishing this precedent, the fines for recusancy would increase as the larger trends of anti-Catholicism became fiercer. The larger legal condemnation of recusants would culminate in the Act Against Recusants of 1593 restricting the movement of recusants within five miles of their homes.(4) If recusants were caught further than this five-mile limit, their properties would be forfeit to the state.

Still however, it stands as significant to analyze Elizabeth’s Act against Jesuits and Seminarists of 1585 which set the stage for persecution of Catholic priests. The Act commanded all Roman Catholic priests to leave the country in 40 days or they would be punished for high treason, unless within the 40 days they swore an oath to obey the Queen. Those who harbored them, and all those who knew of their presence and failed to inform the authorities would be fined and imprisoned for felony. The significance of the Act stands in the escalation of conflict between Protestants and Catholics. Previous laws were much less severe in their treatment of Catholics, however, Elizabeth’s Act against Jesuits and Seminarists set up the potential for execution and martyrdom of Catholic priests who refused to comply, “And every person which after the end of the same forty days, and after such time of departure as is before limited and appointed, shall wittingly and willingly receive, relieve, comfort, aid, or maintain any such Jesuit, seminary priest, or other priest, deacon, or religious or ecclesiastical person, as is aforesaid, being at liberty, or out of hold, knowing him to be a Jesuit, seminary priest, or other such priest, deacon, or religious or ecclesiastical person, as is aforesaid, shall also for such offence be adjudged a felon, without benefit of clergy, and suffer death, lose, and forfeit, as in case of one attainted of felony.”(5) The trends of anti-Catholicism had become more severe and restrictive over the reign of Elizabeth, and it stands as significant to examine the larger political and cultural context which established this wave of persecution.

Context

In examining the broader trends toward anti-Catholic persecution, it becomes essential to analyze the larger political and cultural context over time. Though Elizabethan Anti-Catholic legislation was surely harsh, the realities of previous instances of Marian persecutions of Protestants stands as a significant indicator to Elizabeth’s Protestant reactions against Catholics. Mary’s persecution of Protestants who dissented against her attempted Catholic restoration can be viewed through the lens of John Foxe’s Book of Martyrs which established the framework for anti-Catholic perspective. John Foxe’s Book of Martyrs was first published in 1563 and provided a narrative emphasizing Protestant martyrs at the hands of Catholic cruelty. Foxe established a line of martyrs from English history, claiming the heretics of the Middle Ages for the Protestant cause. Foxe also began his narrative with the year 1000 depicting Pope Sylvester II as a sorcerer who conjured Satan inevitably portraying the Catholic church as being directly controlled by Satan himself.

By crafting a single narrative of English history in relation to Protestant martyrs being persecuted by the Catholic church, Foxe established a significant and defining framework for which English Protestants viewed themselves in opposition to Catholics. Foxe’s opposition to Catholicism stands as significant when contextualizing the nexus of political and religious conflict between Protestantism and Catholicism, “For as much as we are come now to the time of Quene Mary, when as so many were put to death for th e cause especially of the Masse, & the sacrament of thaltar (as they cal it) I thought it conuenient vpon thoccasion geuē, in the ingresse of this foresaid storie, first to prefixe before, by the way of preface, some declaratiõ collected out of diuers writers and autors, wherby to set forth to the reader the great absurditie, wicked abuse, and perilous idolatry of the Popish masse”(6) O.T. Hargrave describes Foxe’s exploitation of the Marian persecutions as a brilliant and influential example of Protestant propaganda, “Foxe’s Book of Martyrs masterfully exploited the Marian persecution, converting it, as Gordon Rupp put it, into the greatest single act of propaganda in history.”(7) The significance of Foxe’s Book of Martyrs lies in its influence on the creation of a proto-national mythology for English Protestants. From the philosophical and religious perspectives of Foxe, English Protestants crafted an identity in direct opposition to Catholicism whether domestic or foreign.

Foreign perspective

From the foreign perspective of English opposition to Catholicism, the Anglo-Spanish War of 1585-1604 stands as a significant political and cultural event in reinforcing anti-Catholicism as a defining factor of the English public consciousness. While the war was never formally declared and largely amounted to English privateering attacks on Spanish vessels, one event stands as particularly significant in understanding the larger English trends of anti-Catholicism. In 1588, King Phillip II of Spain ordered an invasion of England to depose Elizabeth I and reinstitute Catholicism as well as stop English privateering attacks on Spanish vessels. The invasion was repelled by the English, but the most significant aspect of the Spanish defeat came from the destruction of the Armada when they attempted to retreat home around the coast of Scotland and Ireland. Due to inclement weather, over a third of the Armada was destroyed and never returned home. In dispelling the national mythology of an overwhelming success, Lawrence Stone argues that the English campaign against the Spanish was one marked by lack of money, victuals, ammunition, and the prevalence of disease, “The English preparations against the Armada in 1588 take on an aspect rather different from the traditional and perhaps heroic tale that is handed down in the history books.”(8) While the repelling of the Spanish did not represent an overwhelming military victory, English Protestants seized on the opportunity to argue that God had repelled the Catholic invaders by crashing their ships into the rocky shores. Mathew Haviland details with exuberance, the destruction of the Spanish Armada as a sign of Gods grace and his protection of England against papists,

Two works of equall grace, but greater wonder,

The Lord hath done for us, past all mans reason;

When Papists did attempt to bring us under

By Spains huge Army and damn'd Percie's treason.

I, and my house these great things will remember,

And in remembrance sanctifie two days,

In August one, the other in November;

Both made by GOD for us to give him praise(9)

Haviland’s poem was published in 1636 and represents the culmination of Protestant attitudes towards Catholics as both an ecclesiastical and political threat to the sovereignty of England. In reexamining the events of the destruction of the Spanish Armada in 1588, Haviland also details another significant event in the larger trends toward English anti-Catholicism, the Gunpowder Plot of 1605.

James I

The Gunpowder Plot of 1605 represents a significant attempt by Catholic separatists to overthrow the monarch and parliament in hopes of reestablishing Catholicism as the religion of England. While there were previous plots at the life of Elizabeth such as the Ridolfi Plot of 1571, the Throckmorton Plot of 1583, and the Babington Plot of 1586, the Gunpowder Plot of 1605 stood as especially significant when understanding the context of English anti-Catholicism. The Gunpowder Plot of 1605 stood as a Catholic reaction to the hopes that James I in succeeding Elizabeth I would reign in a manner more tolerant to English Catholics.

While James I was certainly a Protestant Calvinist, the reality that he was the son of Mary Queen of Scotts, a Catholic, stood as a hopeful prospect for English Catholics. When it became evident that James I would continue the broader trends of English anti-Catholicism and persecution, the hopelessness of the situation led some fanatics to attempt to assassinate James. Led by Robert Catesby and a handful of co-conspirators such as Thomas Percy, and Guy Fawkes, the Catholic traitors attempted to blow up the House of Lords on November 5th, 1605. They were discovered and subsequently charged with treason resulting in multiple executions and a broader crackdown on Catholics throughout England. Immediately after the assassination attempt James released a proclamation declaring the conspirators as “bitterly corrupted with the superstition of the Romish Religion.”(10) Mark Nicholls provides an intriguing perspective in understanding the Gunpowder Plot of 1605 within the context of English Catholic perspective, “Revenge was directed against erstwhile friends as well as professed enemies. Rather than suffering from inadequate support among the peerage, the energy and drive of the Gunpowder Plot depended on an us against them mentality, defensive, reactionary, at odds not only with the Protestant establishment but also with much of that sustaining powerhouse of English Catholicism, the conservative Catholic aristocracy and wealthier gentry.”(11) The Gunpowder Plot of 1605 stood as equally significant in nature to the defeat of the Spanish Armada in 1588. Once again, the forces of papists had been thwarted by providence in protecting the Protestant nation of England from Catholicism. It stands as a significant unification of the English Protestant ideologies which saw Catholicism as both a theological and philosophical threat as well as a political threat in being the religion of England’s enemies.

Fatal Vespers

A lesser known but equally intriguing event, the incident of the Fatal Vespers in 1623 displays another aspect of the larger trend of Protestant justification of Catholic suffering. The Fatal Vespers incident of 1623 was the collapse of a building in Black Friars in which a clandestine Roman Catholic Mass was being observed. The collapse resulted in 95 deaths including the two priests present at the Mass. Protestants utilized the disaster as a further display of God’s rejection of Catholicism. Some Protestants were careful to contextualize the event as a tragedy for those involved but also a justified occurrence ordained by God, “For the time, it was between three and foure of the clocke upon Sunday, which was the six and twentieth of October, according to the English computation, as they were hearing of a sermon, and celebrating after than Evensong(if God had not prevented it) according to the rites of the Roman Church.”(12)

In understanding the movement of perception and culture towards Catholicism, Alexandra Washam’s exploration of the Fatal Vesper event stands as a consequential moment in understanding the larger mythos and collective consciousness of the changing Protestant nation of England in reference to Catholicism. The Fatal Vespers disaster represents a cultural moment in which English Protestants amidst the uncertainty of a potential Habsburg alliance and warfare with Catholic Spain culminated in larger cultural reverberations of anti-Catholicism. Walsham points to the interrelation of popular royalism and anti-popery as a unifying cultural force in opposing Catholicism.(13)

The ease for which English Protestants were capable of justifying a tragedy in which Catholics died in mass numbers displays the broader trends of anti-Catholicism throughout English society. With the larger context of anti-Catholic legislation in tandem with larger political and national anxieties regarding England’s enemies, the Fatal Vesper incident provides an intriguing glance into the Protestant justification for Catholic persecution.

Legislation in context

In contextualizing the anti-Catholic legislation of Elizabeth with broader political and cultural events, the significance of the increasing tides of anti-Catholic sentiment become apparent. Without the Protestant English mythology created by John Foxe, subsequent events and conflicts between Protestants and Catholics would not be connective in nature. John Foxe’s polemical unity between theological and political perspective provides the framework for which all events between Catholics and Protestants would be perceived by English Protestants. Foxe’s Book of Martyrs establishes the nexus for which subsequent Catholic and Protestant interactions would gain their significance in a larger narrative regarding the perceived abuses and injustices of the Catholics wrought on Protestants. From Foxe’s creation of this proto-national mythology, the anti-Catholic legislation of Elizabeth provided the tools for which the kingdom could persecute Catholics who refused to conform to the English Protestant identity. In turning now to those Catholics who experienced persecution and martyrdom, the larger perspective can be contextualized within the lives of individuals who were affected by these broader trends.

When examining these larger changes throughout the law of England in reference to rising anti-Catholicism it becomes important to both contextualize the larger historiographical debates as well as the perspective from Catholic individuals who would be prosecuted according to these changing laws. While it is tempting to view the Catholic community in England following the Reformation as a larger continuation of medieval traditional pre-Reformation Catholicism, scholar John Bossy argues against such interpretations. Bossy points to a continental mission-driven direction in establishing England, a now Protestant nation, as a point of missions from Catholic authorities on the continent. In this regard, Bossy points to the Catholicism that persisted under the reign of Elizabeth I as both a dissident religious reaction to the workings of the Church of England as well as a continental missionary importation.(14) While this interpretation is important in understanding the English Protestant perspective in persecuting Catholicism, it does not take into account the theological continuation of early modern English Catholicism and the importance of the Pope as the supreme authority of English Catholics, rather than the monarch. This very tenet of political and theological perspective is essential in understanding the larger English Catholic perspective in relation to the concept of hierarchy. John Southworth, a priest who was tried under the Elizabethan Anti-Priest Legislation of 1585, detailed this very criticism of both the government of England as well as the theological subversion of its larger rejection of Catholic hierarchy, “The Angels in Heaven did rebel against God through pride, but how were they punished? Not all the whole Hierarchy of Angels destroyed, but they onely who offended; the other Angels remained still in glory. So I say, if any Catholicks shall offend the Law, and not shew themselves true obedient Subjects, let those who offend be severely punished, and not for one mans particular offence punish all.”(15) Southworth’s criticism established during his execution speech displays both aspects of the continuation of Catholic hierarchical traditionalism as well as a degree of dissidence in attempting to lobby for a larger liberty of conscience for Catholics throughout the kingdom.

Loyalty versus theology

In attempting to understand the issue of loyalty versus theology it becomes essential to consult the historiographical debates regarding these larger issues. While some scholars contend that the execution of priests stands as an obvious example of state violence exacted in the name of ideological and theological conformity, others argue that the lines were much more blurred and multidirectional than are perceived. Alexandra Walsham provides a framework for this nuanced perspective in attempting to explore the complex nature of persecution and toleration which existed in the world of anti-Catholicism. While the kingdom might have changed from Protestantism to Catholicism, the populace still bore many aspects of traditional beliefs established in the older Church. In this regard, Walsham argues that private consciences did not always match public behavior and many aspects of religion on the ground were treated differently than the larger attitudes established by the government.(16) While some Catholics stood in direct opposition to the political and theological changes present within the structure of England, others attempted to walk a fine line in retaining their religious liberty as well as standing loyal to the English monarchy. The Petition of the Catholic Laity of 1604 established both the grievances with which Catholic citizens believed they were held from the whole of public life due to anti-Catholic legislation as well as their utmost loyalty and reverence for the monarchy,

“We are but halfe men, if men at all, whome in these later dayes and times no man durst defend, countenance, conuerse with, or imploy, and (as your Maiestie hath well saied) we are in deede but halfe subjects, not that our bodies, mindes, willes, wittes, vnderstandinges, sences, memories, judgementes, intentions; or our breathes, bloudes, or liues are deuided, or deuouted to the supreame honour or seruice of any terrene creature, other then your Maiesty only.”(17)

The question of loyalty in the face of a changing political and theological continuum stands as one of the most consequential issues in attempting to understand the larger framework of anti-Catholicism.

In addressing larger questions of loyalty versus theology, the reality of persecution must be deconstructed through diverging frameworks. While the English Kingdom maintained its interests were solely rooted in the crime of treason based upon Catholic loyalty to the papacy rather than the English monarchy, this reasoning constituted an aspect of persecution.

Peter Lake and Michael Questier detail this divergence from both the perspective of the kingdom as well as the multidirectional nature of power which flowed through government, felon, and religious ideology. While outwardly it may appear that all power in these interactions between the government and those who were tried flowed from the direction of the government, Lake and Questier argue that these interactions were not unidirectional in nature.(18) Take for instance, the example provided earlier in the execution and final confession of John Southworth. While it appears the government had the power to monopolize violence and execute Southworth in the name of ideological and theological conformity, the reality that Southworth was allowed a position to argue his perspective in the form of dissidence against the government and the uniformity of religion points to a more nuanced and multidirectional flow of ideological power. The stage for which those executed in the name of religious uniformity were given to address their grievances or repent provides another way of analyzing the interactions between the government, the felon, and religious ideology within a larger continuum.

Protestant perspective

In exploring the larger debates of Catholic persecution, it stands as significant to understand the Protestant perspective in justifying the persecution of priests through the framework of the law. James Balmford details the divergence between what Protestants perceived as secular matters rather than religious, “It is not to be denied, that Priests are executed for affirming the Popes primacy, and reconciling to the pretended Church of Rome, &c. which are points of their supposed religion: But yet they are not executed for these (or like) points or partes as they be religious, but as they be trayterous, or dangerous to the state, in ciuill consideration. For, if Priests were executed for these, or like points, as they be religious, then the Church would proceed against them in Ecclesiasticall maner, before the secular power execute ciuill punishment.”(19) This perspective from Balford shows a willingness to view the persecution of priests from a secular perspective relating to the Acts of Supremacy, but also to display a justification for religious persecution, if necessary, in ecclesiastical matters.

While this position stood as the orthodoxy of anti-Catholic persecution throughout the period it was not the only perspective within the public realm of print. Cardinal William Allen professed a defense of the Catholic faith in the face of rising persecution and anti-Catholic laws throughout the Elizabethan period. William Allen’s perspective provided a grounded appraisal against the larger tides of anti-Catholicism. William Allen addresses Catholic persecution directly in attempting to walk a fine line of respecting the monarch but also in lobbying for a greater degree of religious tolerance for Catholics, “We are not so peruerslie affected (God be praised) as purposelie to dishonour our Prince and Countrie, for whos loue in Christ, so manie haue so meeklie lost their liues: or to reueale their turpitude, which we would rather couer (if it were possible) from the eyes of the world with our owne blood: but we set forth the truth of al thes actions, for the honour of our nation, which otherwise to her infinite shame and reproche, would be thought wholie and generallie to haue reuolted from the Catholique faith.”(20) The importance of William Allen’s address stands as a significant aspect of the difficult place Catholics found themselves as subjects in a Protestant kingdom. While some outwardly rejected the authority of the monarch and attempted to rebel through recusancy and mission efforts, others like Allen attempted to walk a fine line in recognizing the authority of the monarch while also defending their perspectives as Catholics.

Anti-Catholic sentiment

Another interesting example of anti-Catholic sentiment can be found in pamphlets relating to the arrest of the Jesuit priest Edmund Campion. In the writings of George Ellyot, the tides of anti-Catholic sentiment are presented clearly in opposition to the ministry and perceived treason of campion, “where like vagrant persons, (refusing to liuewithin the lawful gouernment of their coūtrey) they lead a loose life, wandring & running hither and thither, from shire to shire, and countrey to countrey, with such store of Romish relikes, popish pelfe, trifles & trash, as were able to make any Christian hearte (that hath seene the tryall of such practifes as I haue done) eue for sorrow.”(21) Campion, a English Catholic priest was running a clandestine ministry attempting to facilitate Catholic conversions in Protestant England. Upon arrest for treason as a priest, Campion was tortured and eventually hung, drawn, and quartered at Tyburn. The martyrdom of Edmond Campion stands as a significant aspect of the larger trends of anti-Catholicism established both in theological and political perspective throughout Protestant England.

Through the laws of Elizabeth I, the establishment of anti-Catholicism as a legal and political doctrine throughout England became exceedingly important. The Act of Supremacy of 1559 established Elizabeth as the supreme governor of matters both political and ecclesiastical, creating conflict between English Catholics and the government. The oath of allegiance set forth in the Act of Supremacy created an arm for enforcement in forcing Catholics to conform to the law of the kingdom whether they agreed to or not. Moving from the Act of Supremacy of 1559, the Act of Uniformity unified the Church of England within Protestant philosophy and forced Catholics to either conform to attending Protestant church services or pay fines as punishment for their disobedience. The waves of anti-Catholic legislation culminated in both the Act against Jesuits and Seminarists of 1585, which provided the tools for the persecution of priests, as well as a resolute offense against Catholicism as a continental missionary effort in attempting to win Catholic converts in Protestant England. The trends of rising anti-Catholicism are prevalent when considering the anti-Catholic legislation of Elizabeth’s reign. Elizabeth’s reign represents the most consequential and significant aspect of the broader trends toward anti-Catholicism and religious persecution in post-reformation England.

Still however, the larger political and cultural shifts emanating from John Foxe’s Book of Martyrs remains one of the most important determining factors in understanding English anti-Catholicism as a unifying proto national force. Foxe’s narrative, which established the mythology for English Protestantism, provided the fuel for both conceptions of English Protestant identity as well as persecutions of Catholics on both theological and political grounds. The overarching narrative of innocent Protestants persecuted by papal tyranny provides the grounds for all subsequent Protestant and Catholic conflicts and justifications for persecutions of Catholics. The defeat of the Spanish Armada in 1588 builds into the larger national mythos in displaying the divine providence which protected England from the papist invasion of Catholic Spain. While the defeat of the Spanish Armada in 1588 did not represent a decisive military victory, the reality of Spain’s defeat at the hands of stormy weather fueled a larger narrative of Protestant triumphalism against Catholic invaders. The defeat of the Spanish Armada in tandem with the foiling of the Gunpowder Plot of 1605 as well as the Fatal Vespers disaster of 1623 provide an intriguing and convincing exploration of the conceptions of English proto nationalism tied directly to the currents of anti-Catholicism. While the political and cultural conceptions of Protestantism as a unifying force in the public consciousness of England exists as a significant aspect of the larger trends of anti-Catholicism and religious persecution, the importance of Catholic martyrs cannot be understated. The martyrdom of individuals persecuted through the theological and political framework of Protestant England remains one of the most significant factors in understanding the broader trends toward anti-Catholicism.

Conclusion

Through the writings of martyred priests, such as John Southworth and Edmund Campion, the reality of Catholic persecution can be discerned in a concrete and personal manner. The persecution of Catholic priests stemming from the Elizabethan Anti-Catholic legislation posits a significant aspect of understanding the connection between political and theological anti-Catholic trends. While many of the justifications for persecuting priests such as Southworth and Campion exist within a secular manner, the larger cultural and political changes throughout England point towards a complicated arc of anti-Catholicism based in a mix of political and theological ideology.Throughout this paper, multiple accounts of anti-Catholic sentiment and legal doctrine have been introduced in a manner which attempts to comprehend the nuances of anti-Catholicism as both a theological and a political motivator. While it is impossible to explore every aspect of anti-Catholic sentiment from the reign of Elizabeth onwards, the interrogation of primary and secondary sources provides a larger narrative in understanding the changing political, cultural, and theological consensus throughout England. In compiling this body of research, the goal of attempting to provide a counter narrative in the revisionist tradition remains the foremost objective. By countering the historical Protestant triumphalism of the post-Reformation age with an analysis of the wider currents of anti-Catholicism provides a deeper look at the English Protestant persecution of Catholics. Despite the presentation of the post-reformation Protestant triumph over Catholicism whether from a political or religious standpoint, from the reign of Elizabeth onward, broader trends pointed toward an age of English anti-Catholicism and religious persecution in the name of uniformity. The reality of English anti-Catholicism proves the reality of religious persecution from Protestants to Catholics as well as the institution of anti-Catholicism as a formative and powerful unifying force in the changing conception of English nationhood.

What do you think of anti-Catholicism in early modern England? Let us know below.

Now read Roy’s article on the 1914-23 Armenian Genocide here.

References

1 Elizabeth’s Supremacy Act, 1559, 1, Eliz.,C.1.

2 Elizabeth’s Supremacy Act, 1559, 1, Eliz.,C.1.

3 Elizabeth’s Act of Uniformity, 1559, 1, Eliz., C.2.

4 Elizabeth’s Act of Uniformity, 1559, 1, Eliz., C.2.

5 Act Against Jesuits and Seminarists, 1585, 27, Eliz., C.2.

6 John Foxe, The Acts and Monuments (London, 1563), 957.

7 O. T., Hargrave “Bloody Mary’s Victims: The Iconography of John Foxe’s Book of Martyrs.” Historical Magazine of the Protestant Episcopal Church 51, no. 1 (1982): 7–21. http://www.jstor.org/stable/42973872.

8 Lawrence, Stone. “The Armada Campaign of 1588.” History 29, no. 110 (1944): 120–43. http://www.jstor.org/stable/24401778.

9 Matthew Haviland, A Monument Of Gods Most Gracious Preservation Of England From Spanish Invasion (London, 1635), 1.

10 James I. By The King Whereas Thomas Percy Gentleman, And Some Other His Confederates, Persons Knowen To Be So Vtterly Corrupted With The Superstition Of The Romish Religion (London, 1605), 1.

11 Mark, Nicholls. “Strategy and Motivation in the Gunpowder Plot.” The Historical Journal 50, no. 4 (2007): 787–807. http://www.jstor.org/stable/20175128.

12 John Hauiland, The Fatall Vesper (London, 1623), 5.

13 Alexandra, Walsham.“‘The Fatall Vesper’: Providentialism and Anti-Popery in Late Jacobean London,” Past & Present 144 (1994): 36–87.

14 John Bossy, The English Catholic Community, 1570-1850 ( New York: Oxford University Press, 1976), 35-50.

15 John Southworth, The Last Speech And Confession Of Mr. John Sovthworth (London, 1679), 2.

16 Alexandra Walsham, Charitable Hatred: Tolerance And Intolerance In England, 1500-1700 (Manchester: Manchester University Press, 2009), 23-30.

17 John Mogar, A Petition Apologeticall (England, 1604), 36.

18 Peter Lake and Michael Questier, “Agency, Appropriation and Rhetoric under the Gallows,” Past and Present 153 (1996): 65–107.

19 James Balmford, Priests Are Executed Not For Religion, But For Treason (London, 1600), 5.

20 William Allen, A True, Sincere And Modest Defence, Of English Catholiques (Rouen, 1584), 1.

21 George Ellyot, A Very True Report Of The Apprehension And Taking Of That Arche Papist Edmond Campion (London, 1581), 3.

Bibliography

Primary Sources

Act Against Jesuits and Seminarists, 1585, 27, Eliz., C.2.

Elizabeth’s Act of Uniformity, 1559, 1, Eliz., C.2.

Elizabeth’s Supremacy Act, 1559, 1, Eliz., C.1.

The Act Against Recusants, 1593, 35, Eliz., C.2.

Allen, William. A True, Sincere And Modest Defence, Of English Catholiques. Rouen, 1584.

Balmford, James. Priests Are Executed Not For Religion, But For Treason. London, 1600.

James I. By The King Whereas Thomas Percy Gentleman, And Some Other His Confederates, Persons Knowen To Be So Vtterly Corrupted With The Superstition Of The Romish Religion. London, 1605.

Ellyot, George. A Very True Report Of The Apprehension And Taking Of That Arche Papist Edmond Campion. London, 1581.

Foxe, John. The Acts and Monuments. London, 1563.

Hauiland, John. The Fatall Vesper. London, 1623.

Haviland, Matthew. A Monument Of Gods Most Gracious Preservation Of England From Spanish Invasion. London, 1635.

Mogar, John. A Petition Apologeticall. England, 1604.

Southworth, John. The Last Speech And Confession Of Mr. John Sovthworth. London, 1679.

Secondary Sources

Bossy, John, The English Catholic Community, 1570-1850 (New York: Oxford University Press, 1976).

Hargrave, O. T. “Bloody Mary’s Victims: The Iconography of John Foxe’s Book of Martyrs.” Historical Magazine of the Protestant Episcopal Church 51, no. 1 (1982): 7–21. http://www.jstor.org/stable/42973872.

Nicholls, Mark. “Strategy and Motivation in the Gunpowder Plot.” The Historical Journal 50, no. 4 (2007): 787–807. http://www.jstor.org/stable/20175128.

Questier Michael, and Lake Peter “Agency, Appropriation and Rhetoric under the Gallows,” Past and Present 153 (1996): 65–107.

Stone, Lawrence. “The Armada Campaign of 1588.” History 29, no. 110 (1944): 120–43. http://www.jstor.org/stable/24401778.

Walsham, Alexandra. Charitable Hatred: Tolerance and Intolerance in England, 1500-1700, Politics, Culture, and Society in Early Modern Britain (Manchester: Manchester University Press, 2006).

Walsham, Alexandra.“‘The Fatall Vesper’: Providentialism and Anti-Popery in Late Jacobean London,” Past & Present 144 (1994): 36–87.

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Charles George Gordon, known for exhibiting extraordinary courage and fearlessness in battle, would die a hero’s death in 1885. At the time of his death, he had gained international fame for his service in the British army, ability to inspire others, and his staunch commitment to his faith. When Gordon volunteered to serve in China, he was faced with an insurrection the likes of which remains one of the bloodiest rebellions in world history. Marvin McCrary explains.

Gordon shortly after the Crimean War.

Charles Gordon was born in Woolwich, a district in southeast London, England, in 1833. He was the son of a Royal Artillery officer — one of a fairly large brood of children — but the family was closely-knit, and very happy. The young Gordon was especially fond of his sister Emily, but her death at age 16, was a great blow to him. In 1848, Gordon entered the Royal Military Academy (in Woolwich) as a Gentleman Cadet, intending to follow his father into the Royal Artillery. However, a lack of discipline prevented this, and he graduated in 1852 as a second lieutenant in the Corps of Royal Engineers. The corps considered themselves the professional elite of the British army, and were posted all over the world to build bridges, railways, quays for ships, design buildings, and undertook siege work. This would prove to be the ideal environment for Gordon, who had shown himself to be brave, impetuous and restless while at the academy. It was agreed that the role of the military engineer would make good use of these traits.

Crimea

In 1853 Gordon was converted to faith in Christ through the efforts of a fellow officer who would become one of his closest friends. His faith would become an integral part of his character throughout the rest of his life. That same year, the Crimean War broke out. The conflict pitted Britain, France, Turkey and Sardinia against Russia, whose ruler sought to expand Russian influence over the Middle East and the eastern Mediterranean at the expense of the Ottoman Empire. Gordon managed to persuade the War Office to give him a post to the Crimea, despite his parents' insistence that it would be best for him to remain in England. Although aware of the dangers, Gordon knew that engineers were badly needed at the front, where the ill-equipped soldiers were making due in shockingly primitive circumstances. Adequate shelter was nonexistent and supply services hopelessly snarled. Gordon was put in charge of collecting and shipping wooden huts, which he would erect in the Crimea.

According to author John H. Waller, Gordon was in his element in the Crimea. His first task involved building huts which would serve as winter quarters for Allied troops. Gordon took the hardships of winter in his stead. He compared the British soldiers to children who, unlike the French, did not look after themselves. Officers froze to death in the night, while others were smothered by the smoke from the charcoal fires which had been started for warmth. There was palpable need, Gordon recognized, to put the huts up in a hurry. Once he completed this task, he managed to get the dangerous and unenviable job of mapping the Russian trenches along the frontlines. Many young, promising officers were killed during this operation. In a pensive letter written in 1883, Gordon would later reflect upon his surprise and disappoint that he was spared an early death. One could say that Gordon’s remarks carried with them the sobriety of one who had become wearied by the unrelenting din of war.

China

Gordon’s fierce determination would see him decorated for bravery by the French, and mentioned in dispatches by the British. However, at the conclusion of the conflict, Gordon found himself restless. Gordon would write in his journal that he found the gentility of English society unsuitable to a man of action such as himself. The British press covered the conflicts faced by the British Empire thoughout Asia, and the Sepoy Rebellion in India was on the front page. The crisis faced by the Qing in China, was secondary, although increasing anxiety from the government in regards to British trade interests would soon warrant direct intervention. Gordon once again put forward a request at the War Office to be sent to China, hoping to satisfy his thirst for adventure. As Gordon prepared for his departure, his heart racing at the prospect of a new challenge, he had not yet fully comprehended the depth of the crisis he would soon face.

After coming to power in 1644, following the collapse of the Ming Dynasty, the Qing dynasty was ruled by a series of individuals who deftly handled domestic and foreign affairs. However, by the latter half of the nineteenth century, China experienced a series of famines, natural disasters, and economic difficulties. Farmers were heavily overtaxed, rents rose dramatically, and peasants started to desert their lands in droves. The countryside was rife with banditry, all the while, the government had become increasingly corrupt. The influence of government was especially weak in the south, where local clans dominated and anti-Manchu sentiment was strongest. These factors provided fertile ground for the seeds of rebellion.

Gordon arrived at Tianjin in September of 1860. The China which he would have seen was a remnant of its former self—a once mighty empire teetering on the edge of collapse, as rebels ravaged the countryside. Originating in Guangxi, the Taiping were led by Hong Xiuquan, a former village schoolmaster. Decades earlier, in 1843, after carefully reading a pamphlet he had received from a Protestant Christian missionary, Hong would declare that he had a divine mission to rid China of evil, including the Qing government and Confucianism. This was a crucial aspect which would set the Taiping apart from previous rebellions, as they sought not only to replace the ruling dynasty, but desired a fundamental change to traditional Chinese society itself. In a wider context, Hong’s aspirations to the divinity of Christ could imply a claim of equality between white and non-white peoples.

Events in China

Gordon shared the belief held by many European foreigners, that the Taipings were confessed Christians with good in them. Gordon, a devoted Christian himself, would later dispense with this notion after witnessing the atrocities which the Taiping committed in the name of God, as well as the Taiping leadership’s perversion of Christian teachings. As Gordon moved throughout the countryside, where the dead served as a grim testament to the Taipings brutality, he felt sympathy for the peasants, and could understand why they blamed the missionaries for instigating the Taiping rebels.

Gordon was present in 1860, during the occupation of Beijing and destruction of the Summer Palace, or Yuanmingyuan, which had been built by the Qianlong Emperor. The destruction of the palace was ordered by James Bruce, the 8th Earl of Elgin, and the British High Commissioner to China. Elgin said that this measure was undertaken in response to the torture and killing of several British envoys and their escorts. The British forces would occupy northern China until April 1862, then withdraw to Shanghai to protect European interests from the encroaching Taiping army.

Shanghai merchants had been far from comfortable over the course of the Taiping Rebellion. They found they could not rely on the imperial troops, and there was still a degree of mistrust for the “foreign devils”. It was amongst this atmosphere of uncertainty that the prominent merchants and imperial officials sought to raise a mercenary force for the defense of the city. A militia of Europeans and Asians was raised for the defense of the city and placed under the command of an American, Frederick Townsend Ward. Initially a militia which lacked much in the way of formal training, Ward would later reorganize the force, calling it the Ever Victorious Army. Upon their arrival, General Charles Staveley, commander of the British forces in northern China, decided to clear the rebels within 30 miles of Shanghai in cooperation with Ward, and the area was fairly cleared of rebels by the end of 1862.

Ward would suffer a fatal injury when he was shot by a deserter. He had served his Chinese masters with valor, which endeared him to the Chinese, who praised his bravery. Ward’s successor was another American named H. A. Burgevine. The British army had already expressed reservations about cooperating with unregulated militia. Under Burgevine, these concerns were throughly justified, as the mercenaries looted with abandon, revealing a serious lack of discipline. The governor of the Jiangsu province, where Shanghai is located, requested that Staveley appoint a British officer to command the contingent, believing that a British commander would set higher standards. A certain Captain Holland was placed in command, but unsuited to his position, as 16 officers and 450 men were killed or wounded in a subsequent engagement, leading to one of their greatest defeats for the Ever Victorious Army. In response, the troops were clamoring for the reinstatement of Burgevine.

Leadership

Holland’s failure would be Gordon’s opportunity. Staveley would select Gordon, at the behest of the Chinese officials, who had been promoted to Major General in December of 1862. Gordon had once again impressed his superiors with his performance in the field and his demonstrated ability to get along with the Chinese. Gordon’s family was not especially enthusiastic about his new command. His father did not like the idea of an Englishmen leading a foreign army to benefit a non-western, non-democratic government, and his mother was fearful of his life. Gordon, to allay the concerns of his family, promised he would not be rash. Despite his reluctance, Gordon became commander of the 3,500-man peasant force. Gordon injected discipline and steel into the force. The EVA became a feared force and was instrumental in ending the rebellion. Gordon led the EVA into battle from the front carrying only a walking stick. Gordon refused to allow the EVA to loot captured cities as they had under their American commanders. The EVA mutinied, but Gordon suppressed it by shooting dead one of the ringleaders, and then threatening to shoot one of the mutineers an hour until the mutiny was over.

During the next 18 months Gordon's troops played an important role in suppressing the Taiping uprising. Suzhou was captured by the EVA in 1864 after the Taipings surrendered to Gordon when he offered them a safe passage. Unfortunately, Gordon was away on business when the Manchus had the leaders of the Taipings executed. This action was offensive to Gordon, who believed in the chivalric code to remain good to one’s word. Gordon was furious and promptly resigned his command. He only returned after being implored to by the British and being promoted to the rank of Mandarin in the Chinese army, a rare privilege.

Although given a nearly impossible job, he executed it with great courage, faith, and extreme integrity. He had refused the 100,000 gold pieces offered to him by the Tongzhi Emperor, which thus served to reinforce Gordon's reputation as being incorruptible. Gordon's involvement was critical to the Qing government’s ability to successfully drove the Taipings out of all of their major strongholds, quelling the uprising in 1864. Gordon would return to England in January 1865, where an enthusiastic public had already dubbed him 'Chinese Gordon'. The heroism which Gordon displayed during his lifetime would solidify his position as one of the greatest soldiers of the nineteenth century.

What do you think of Major General Gordon in China? Let us know below.

Now you can read Marvin’s series on the origins of the Mormon Battalion here.

Sources

Micheal, Franz and Chung-li Chang. The Taiping Rebellion - History and Documents Volume 1 : History. Seattle: University of Washington, 1966

Waller, John H. Gordon of Khartoum. New York: Atheneum, 1988.

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It is one of music’s great mysteries that one of the most influential figures of the 20th Century has remained unknown to a vast number of people. The story of this man’s life is one of myth, folklore, and legend. His playing technique and general style have gone on to inspire countless musicians. These include Bob Dylan, Keith Richards, and most notably, Eric Clapton who claimed him be ‘the most important blues singer who ever lived.’ This man is Robert Johnson.

Matt Austin explains.

The crossroads where Robert Johnson supposedly sold his soul to the Devil in exchange for his Blues skills, according to the myth. It is at Clarksdale, Mississippi. Source: Joe Mazzola, available here.

To those who are even slightly aware of Robert Johnson, there is one resounding detail that is synonymous with his name. This is the tale that the legendary blues singer visited a Mississippi crossroads late one night where he sold his soul to the Devil, and in return, was granted exceptional musical talent.(2) This myth lies at the heart of Johnson’s otherwise relatively unknown life and as such it has become impossible to focus on the impact of this great musician without this looming detail.

The legend of the deal with the Devil is nothing new in the music world. This story traditionally derives from Germanic folklore, whereby the fictional character Faust surrendered his soul to an evil spirit in exchange for otherwise unattainable knowledge and power.(3) This phenomenon has therefore become known in Western culture as the ‘Faustian Bargain.’(4) The notion that hugely successful musicians had attained their talent through supernatural means was first explored as a popular theme in the 18th Century. Early examples of this include classical violinists Giuseppe Tartini and Niccolo Paganini, the latter considered by many to be ‘the greatest violin virtuosi to have ever lived.’(5)

This popular music myth exploded in the early 20th century, with numerous individuals earning connections to the Devil. This includes jazz composer Ferdinand ‘Jelly Roll’ Morton and blues musicians Peetie Wheatstraw and namesake of Robert, Tommy Johnson.(6) In addition, this theme is not without its place in slightly more recent music history. Most notably, both Jimi Hendrix and Jim Morrison were thought to have developed ties with the supernatural.(7) Even the Rolling Stones were not immune, as they jumped on the Satanic Bandwagon with their 1968 hit “Sympathy for the Devil”. This, however, was no real surprise given lead guitarist, Keith Richard’s, absolute fascination with the blues and Johnson in particular.

Leading historians on Johnson, Gayle Dean Wardlow and Bruce Conforth, have been determined in their efforts to highlight the real story of the mythical bluesman. They have fervently denied any links to the crossroads or the supernatural, instead shifting their focus onto Johnson’s actual life, which remains ‘obscure, save for a few inaccurate anecdotes.’(8) What we do know for certain about Johnson is that he was born in 1911, and died in 1938 almost without a trace, save for 42 recordings, consisting of 29 original tracks and 13 alternative takes, in addition to a couple of grainy promotional photographs.

Life

From the impressive amount of information that historians have painstakingly managed to piece together about Johnson’s life, it is understood that he split most of his time between his biological family in the Mississippi Delta, and his adopted family in the bustling city of Memphis, Tennessee. While his experiences in 1920s Memphis may have first inspired Johnson to pick up a guitar, it was in the heart of the Delta where he would truly hone his skills, as he travelled along the Mississippi river, stopping wherever he could to perform at small-town juke joints and bars. It was during this time that he realised he could earn more money by playing his guitar than working in the fields.(9) Following his family into a life of sharecropping was not going to cut it for the young Johnson. He wanted to play the Blues. This passion and desire for music led to him becoming a highly renowned bluesman in the Delta region, and as his skills developed, so did his reputation. He was soon more popular than artists he had once looked up to, such as Charley Patton, Son House, and Willie Brown. As a result of this, after several years of performing for local audiences in the Delta, Johnson successfully auditioned and earned his opportunity to become a recorded artist in 1936.(10) This was an unimaginable privilege for an impoverished African American from the Deep South. He would however, only get the chance to record once more following his debut session and no sooner had Johnson achieved his dream, his playing days were over with his untimely death in 1938 at the age of just 27.

The facts surrounding Johnson’s death are largely unclear and much like his life, it has remained a thing of myth and mystery. Wardlow and Conforth, in their efforts to promote the most accurate account of Johnson, refer to the story of fellow bluesman David ‘Honeyboy’ Edwards.(11) His account has been deemed by far the most reliable, lacking any romanticism or falsehoods. In essence, Johnson, a notorious ladies man, began flirting with a married woman at a Delta juke joint in which he was playing.(12) The woman’s husband soon became enraged with jealously and he slipped Johnson a glass of poisoned whiskey, which, following several days of extreme sickness, eventually killed him.(13) In a cruel twist of fait, it was the three things Johnson had held most dear: women, whiskey and the Blues, that ultimately cost him his life.

Legacy

Following his death, popular knowledge of Robert Johnson remained very limited for many years. It wasn’t until 1959 that his music was first made widely accessible. This occurred as a result of historian Samuel Charters’ landmark book The Country Blues, in which he introduced the public to Johnson’s music, claiming that ‘almost nothing is known about his (Johnson’s) life.’(14) This still echoes true today and what exists now is a messy concoction of fact and fiction. It is within the murky waters of Johnson’s story where the myth of the Devil at the crossroads shines most bright. This is due to a number of factors. One of which being the abundance of unreliable recollections from Johnson’s contemporaries, most notably that of Son House, whose accounts of Johnson dramatically altered throughout the years. Blues fans rediscovered House in 1964, as the singer had largely vanished from the public eye during the Second World War. Following his rediscovery, he subsequently released new music and was frequently interviewed about his former life in the Delta. His story about Johnson attested to the fact that the young musician did leave the Delta for a period of several months in his early career. When he left, he was an enthusiastic, yet mediocre guitarist, but when he returned, he was a confident and established bluesman who could outplay his contemporaries with minimal effort.(15) Another key factor that would later fan the flames of the crossroads myth, are the serial misinterpretations of these accounts by historians and folklorists. Many have inserted their own personal beliefs into the story, implying that House’s comments indicated that Johnson had gained his exceptional talent through some supernatural force, which House never alluded to.(16) Nevertheless, the lack of information surrounding his life, combined with the fascinations of historians and fans alike, formed the core building blocks upon which a largely fictionalised portrayal of Johnson has developed.

Additionally, the crossroads story has had a somewhat negative impact on Johnson’s legacy, in that it significantly takes away from his ability as a musician. Whether he met the Devil or not, he was without doubt an exceptionally gifted guitarist, whose technique and style has set the standard for modern Blues. As such, his music has inspired countless musicians and his name has become synonymous with the genre.

Crossroads

Nevertheless, Robert Johnson’s visit to the crossroads is undeniably a watershed moment in music history. This event, albeit a myth shrouded in mystery and scepticism, has gone on to define not only Johnson’s life, but also the Blues as a genre. Many of Johnson’s recordings were highly evocative of his connection to the supernatural; arguably his most famous song, “Cross Road Blues” depicts his infamous deal with the Devil. Meanwhile one listen to the ghostly “Hellhound on My Trail”, is enough to understand that he certainly portrayed a deeply troubled individual. It is easy to observe therefore, how a man whose life left much to the imagination, has become a fascinating subject of mythical proportions. The small collection of eerie recordings left behind by Johnson, several of which made months before his death, only serve as a haunting reminder of the tragic reality of a young, flawed, but highly skilled and ambitious musician.

The Blues and the supernatural have developed an intrinsic connection, to the point of becoming almost inseparable, and it is Robert Johnson, the man who walked side by side with the Devil, whose legacy has evolved into the ultimate embodiment of music’s most captivating legend.

What do you think of Robert Johnson’s life? Let us know below.

1 Stephen LaVere, The Complete Recordings (Box Set Booklet). Robert Johnson. (New York: Columbia Records, 1990), in an essay by Eric Clapton, 23.

2 Patricia R. Schroeder, Robert Johnson, Mythmaking, and Contemporary American Culture (Chicago: University of Illinois Press, 2004), 1.

3 “Faustian Bargain,” Britannica, accessed 14/05/2022, https://www.britannica.com/topic/Faustian-bargain.

4 Ibid.

5 Alex James Taylor, “Faustian Pacts: Musicians said to have made deals with the Devil,” 13 May 2019, Satanic Verses, Hero Magazine, accessed 14/05/2022, https://hero-magazine.com/article/148564/faustian-pacts-musicians-said-to-have-made-deals-with-the-devil.

6 Ibid.

7 Ibid.

8 Bruce Conforth and Gayle Dean Wardlow, Up Jumped the Devil: The Real Life of Robert Johnson (Chicago: Chicago Review Press, 2019), 1.

9 Ibid, 65.

10 Ibid, 143-144.

11 Ibid,253-254

12 Ibid.

13 Ibid.

14 Ibid, 1

15 Ibid, 117-118.

16 Ibid.

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Here, Michael Sheldrick explains his personal story about the Lancastria tragedy that took place 82 years ago today on June 17, 1940…

June 1940 was a month that changed the course of the Second World War. It was both Britain’s darkest hour, and witness to a tragedy that remains little known to this day; a tragedy that changed my family, forever.

The sinking of the Lancastria in 1940.

As a child growing up in Britain in the 1990s, my sister and I would every so often be left with my grandmother, Claire. A tiny, frail woman, Claire lived in a terrace house in the oldest part of Swindon (an area locals these days refer to colloquially as “Old Town”).

Owing to Claire’s serial chain smoking ways, a stale cigarette odor lingered in every nook and cranny. To avoid the unpleasant smell, I would usually eat meals in the back garden. I can picture it clearly: me eating tinned meatballs, Claire sipping re-heated coffee while lighting herself yet another cigarette. By that point in her life, Claire rarely had much of an appetite except on the rare occasion she would pour a cup of leftover lukewarm coffee over a bowl of Kellogg's corn flakes, garnished of course with raisins.

With the best of Vera Lynn audible from inside, I would ask Claire all about “The War.” She always referred to the Second World War as “The War”, such was the overbearing impact the conflict had on her, and by extension, our life. Claire would recount to me her experiences as a young woman working with what was then known as the Auxiliary Territorial Service, which tasked women with a range of vital roles during the Second World War. In my Grandmother’s case, she was charged with assisting Anti-Aircraft operations. It was one conversation in particular, long buried in my subconsciousness, that would suddenly return to me decades later.

Claire had told me that she had decided to sign up to the ‘war effort’ following news that her older brother Colin, serving as a soldier in France, was missing in action. I distinctly remember asking Claire what happened to him. Looking in the distance, as if talking more to herself than me, she described how Colin had been aboard a ship that had been bombed by the luftwaffe and his body had never been discovered. She said there was a grave somewhere in France but “of course, there is nothing beneath it.” As far as I recall her saying, no one had visited it.

Decades later

Claire passed away shortly after sharing that story. Decades went by and Colin’s story retreated to the far recesses of my mind. That is until a hot summer's day in August, 2019. I was on the New York subway, traveling to where I now work, listening to an audible book about a journalist trying to recover the remains of an American soldier who had died in Japan during WWII. The journalist was explaining that official US policy holds that the US Government is committed to recovering the remains of any and all American soldiers who died during the course of duty.

Suddenly, my mind lit up. I could hear Claire’s words re-telling Colin’s fate, along with many unanswered questions. How exactly did Colin die? What ship was he on that was bombed? Where is his grave, and the ship, now? And why didn’t anyone in my family seem to know the answers?

I spoke with both my dad and his older brother, my uncle, as a starting point. Unfortunately, they knew little more than what Claire had told me decades ago. My uncle told me that he remembered someone once telling him that Colin had died during the British evacuation at Dunkirk apparently due to the betrayal of a shipmaster who had given the ship’s departure time and location to the Germans. But he admitted, he could not remember correctly if that is exactly what he heard. It's simply the case, they both told me, and in a departure from today’s tendency to overshare, that those who served in The War, such as both their parents, did not discuss these things in too much detail.

My own research quickly hit a dead end. The Commonwealth War Graves Commission (CWGC), generally pretty comprehensive and accessible online, had no trace of a ‘Colin Thomas’ born in 1918 and with recognizable parents. It was like he never existed.

Then finally, one Saturday evening, late into the night, I realized my error. An error based on a very simple oversight, and yet one that remarkably no one else had picked up on either. My mum had sent over scans of a very old black and white photo of a four month old Colin, dated June, 1918, that she found amongst Claire’s old possessions. Only it had “Baby John Colin Lee Thomas' ' written on the back. Aha! Although it seems he went by Colin all his life, his full name had been lost to history. Armed with this new information, I went back to the CWGC archives and just minutes later I was staring at a picture of what appeared to be my Grand Uncle’s name on a memorial plaque at the Commonwealth War Graves section of Dunkirk Town Cemetery.

Uncovering the mystery

“I’ve found him…” I remember murmuring out loud to my housemate as I scrolled down. There he was: Private John Colin Thomas, died 17 June 1940, aged 22, Son of John Weldon Thomas and Amy Thomas, of Hall Green, Birmingham; my great grandparents.

On the surface at least it seemed like my uncle might have been right. Judging by the location of his memorial plaque, had Colin died in the Dunkirk evacuation? Not quite. Some quick googling revealed that the final evacuation from Dunkirk had taken place on June 4th, 13 days prior to when Colin had officially died. Something wasn’t right.

Further digging eventually revealed that Colin had actually ‘died’ some 335 miles south of Dunkirk, off the coast of the small port town of Saint-Nazaire, aboard the SS Lancastria, the sinking of which, as I would soon discover, remains the largest single loss of life in British maritime history. Indeed, more people died in this tragedy than that of the death toll from the sinking of the Titanic and Lusitania combined. Now I had found my uncle, I dove into the Lancastria’s story; a story I ashamedly hadn’t even known the existence of.

Colin at the age of 22, as he would have been in 1940. Courtesy: Michael Sheldrick, shown with full permission.

Lancastria

The SS Lancastria was a 16,243-ton, five decked ship that up until the outbreak of war in 1939 had been a lavish luxury cruise liner. It toured the Norwegian fjords, and across the Mediterranean and West Indies before being hastily requisitioned by the British Government and outfitted as a troop ship. It spent the early months of the war ferrying soldiers back and forth from Canada to the UK, assisted in the evacuation of Norway, before finally being called upon to play a pivotal role in ‘Operation Ariel’; the name of the lesser known campaign that followed the aftermath of the evacuation of Dunkirk. The scenes leading up to it were no less dramatic.

Overwhelmed by the might of the Nazi blitzkrieg, French defenses had quickly collapsed in the days following the last departure from Dunkirk. Countless civilian refugees, French soldiers and the vast remainder of British forces in France - some 150,000 men - hurriedly escaped south. On June 14th, an urgent call went out to the crew of Lancastria, then docked in Liverpool, to make haste for the French port of Saint Nazaire. That very same day, the Nazis occupied Paris. Things were dire.

Colin, I discovered, was by this point based at a weapons and equipment storage base at Nantes, the old historical capital of Brittany located about 40 miles from the sea. Having been an articled clerk prior to the war, Colin was one of many support troops, engineers, repair men, transport and communications staff, wireless operators, air force ground crew, store minders, cooks, bakers, and clerks that supplied the main British Expeditionary Force. Known collectively as “the Grocers,” the vast majority of these personnel were located, at least initially, far behind the main defense lines and most would never have expected to see conflict. Of course, few expected either that France would fall so quickly to the German onslaught.

In the wake of Paris’ capture, General Alan Brooke, the commander of all remaining British forces in France, pleaded with Churchill to issue a general order for evacuation. During an intense thirty minutes call in the early hours of June 15th, a desperate Brooke informed Churchill of the irreversible collapse in French morale saying it “was impossible to make a corpse feel.” Churchill relented and at 10am that same morning, a general evacuation order was given. Later that day, word reached my uncle’s base in Nantes.

As those at the base rushed to depart, numerous reports document a rushed frenzy ensuing to burn and destroy any equipment, vehicles and armaments that could not be carried out to prevent them from falling into German hands. Meanwhile, others helped themselves to remaining food and drink stockpiles. As 19-year-old Henry Harding from Wales would later recount: “Everything was thrown open… you could help yourself to whatever it was you wanted, so we took chocolate.”Then, with German planes already in control of the skies above, they headed out to converge on what author Johanthan Fenby describes as “the last escape hatch left.”

Within the next 24 hours, Saint Nazaire was overcrowded with British soldiers and refugees. Local French citizens cried as the British began clambering aboard requisitioned ocean liners. It was into this scene of chaos that the Lancastria would arrive the next day, June 17th. It was to prove a fateful day.

More than six thousand reportedly boarded the Lancastria with Colin’s corps amongst the very last to board. Those who had boarded first were greeted by men in fancy white uniforms with gold buttons who assigned them all rooms. While they waited for others to board, a lucky few tucked into sausages, bacon and eggs with hot buttered toast for breakfast. It must have been quite the comfort after days after a hurried dash to the coast.

Eventually though, the vessel was so cramped that officers pleaded with Lancastria’s Captain to take no more. He pushed back, saying he had been ordered to take as many as possible without respect to international law. They were all anxious to leave. They had good reason to be. There had been reports of other ships being attacked by the Luftwaffe although fortunately no major disasters had yet struck.

As thousands crammed onto the assembled ships, news was already spreading in the port that France’s newly appointed leader, Marshall Pétain, had that morning agreed to open armistice talks with Germany. Across the English Channel, Churchill was soon meeting France’s soon to be leader in exile, Charles de Gaulle, in the gardens of Number 10 Downing Street. While that same day, up in Belgium, Hitler was said to have hit his thigh in glee upon hearing the news of France’s capitulation. As Churchill would declare later that day, “the Battle for France was over.”

Sinking

After waiting painstakingly for its escort, the Lancastria finally began to pull out of the dock. Yet, any relief those aboard felt was quickly dashed as shortly thereafter six Luftwaffe planes came down from the skies. A minute later siren on the ship sounded. Heard “a chilling banshee scream… howling from the sky.” Initial bombs missed but a series of successive bombs hit their mark, with one payload going straight down the ship’s fennel. It was fatal. The ship went down in 20 minutes. Thousands onboard perished.

To read the survivor accounts is harrowing. Collectively, they portray a scene straight from Dante’s inferno. One 15 year old who helped with the rescue described the scene he saw as “hell… abominable, the height of horror.”

We will never know for sure exactly how Colin died, and perhaps that is for the best. Most of those packed in the ships hold died instantly from the initial bomb explosion. Many others drowned, either because they couldn’t swim or were trapped. Only 2,000 life belts were on board for at least 3 times that many men. Splinters of wood from walls and floors impaled people standing nearby. Oil flowed out of a ripped oil tank. Those who survived the initial sinking choked on the oil that flooded the surrounding waters. But most ghastly and cruelly, the Luftwaffe planes returned to gun down those swimming to shore.

One account stands out from the rest however. A handful of soldiers standing on the Lancastria’s rapidly sinking hull as it descended into the water, proudly and defiantly singing the war time classics of Roll Out The Barrel and There Will Always Be An England.

I have discovered the initial telegram that was issued in the immediate aftermath of the Lancastria’s demise. Colin is listed as ‘Missing In Action.’ It is hard to say exactly when my great grandparents and his two sisters would have been notified. I do know that when they did it left a deep scar on my grandmother, claire, and a burning desire, in her words, “to kill Germans.” A self-described “Tom Boy”, Colin was her hero and in joining the defense forces she was determined to ensure his life was not in vain.

Only in more recent decades has the story of the Lancastria become more known. Despite it, or perhaps because of it, accounting for more than a third of all losses in the war up to that point, and wanting to maintain British morale, Churchill felt justified in putting a censorship notice on the media and even survivors from talking about it. After all, it must not have been hard to imagine England falling next to the Nazi war machine. It was so kept so tightly under wraps that those who survived did not talk to wives and relatives about it until decades later.

75th anniversary

It wasn’t until the 75th anniversary of the Lancastria’s sinking, in 2015, that the British Parliament formally acknowledged it. Standing in for the Prime Minister, George Obsborne said: "It was kept secret at the time for reasons of wartime secrecy, but I think it is appropriate today in this House of Commons to remember all those who died, those who survived, and those who mourn them."

Unfortunately, it is the brutal reality that for most those who died onboard Lancastria is just one of many tragedies during the war. What should make this one stand out from all the rest? Added to this is the fact that unlike Dunkirk’s “victory in defeat”, which continues to provide the source material for so many TV shows and films, a tragedy of Lancastria’s proportions is unlikely to stir British patriotism. The stories of the 150,000 men left behind in France after Dunkirk has been largely forgotten in popular mainstream history books on the Second World War.

Even amongst members of my own extended family I encountered indifference. I remember one of my dad’s cousins, Colin’s own nephew, replying curtly to a message I sent that no one ever spoke to him about Colin and I probably know more than he does.

I could not let the story end there however. I thought about Claire all those years ago telling me about her beloved brother. And I thought of Colin's memorial plaque in Dunkirk. It occurred to me that not one member of his family had visited it in the past eight decades. My dad said it was a shame he did not find this out in Claire’s lifetime. He would have taken her to see it. She couldn’t go, but we could.

So shortly before the 80th anniversary of the Lancastria’s sinking, my sister, dad and mum, took the ferry across. At 8am on a cold, misty, winter day we visited the grave. We had taken with us a small bottle of whiskey. We poured each of us a small cup, and then a fifth one. Then, crouching to the small plaque, we raised a toast.

John Lee Colin Thomas, lost on the Lancastria on June 17, 1940. Lost but not forgotten.

What do you think of Michael’s touching article? Let us know below.

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There were many factors behind the United States becoming more isolationist during the 1920s and 1930s. However, here it is argued that the primary factors were the history and mindset of America, the overall ending of the First Word War, and the extreme economic turmoil of the 1930s and the Great Depression.

Alan Cunningham explains - and also adds some more recent context with the Trump years.

A US ‘NO FOREIGN ENTANGLEMENTS’ anti-war sign prior to the US joining World War II.

The attitudes and overall mindset many Americans Margaret MacMillan, a professor of history at Canada’s Ryerson University and a fellow at Oxford, describes America’s disdain of European powers as being ingrained within the country since the American Revolutionary War, writing, “the very act of rebellion by the 13 colonies was a turning away from the old, corrupt European powers”. MacMillan also writes how this sentiment did not end at the turn of the 19th century, but continued with the ever present fear that the British would return and try to reclaim their lost territories (as had occurred in the War of 1812) and was strengthened by a fear of Catholicism, which she asserts was just as reviled in the 19th century as Communism would be in the 20th century, noting, “the fear was the same and helped to fuel isolationism”.

The end of the First World War brought about the desire to improve the domestic standing of the country, with many Americans believing they had performed their global duty and preserved their own safety and should not become involved in the creation of international legal bodies or more ingrained into the European-led system. According to Jeremy Suri, a professor of History at the University of Texas at Austin, “Americans in the 1920s felt betrayed by leaders and allies who had taken them into a long and costly war that ended with the strengthening of Europe's largest empires and a communist revolution in Russia”; certainly engaging in a conflict that many thought would be “over by Christmas” and that resulted in one of the largest countries (in terms of population and outright size) becoming a Communist power was an outcome many disliked. Seeing soldiers who now suffered from what would today be called Post-Traumatic Stress Disorder (PTSD), had ghastly wounds and hearing the media report on victories and losses with horrific death toll numbers also would have moved many to want to cease involvement in similar conflicts.

Domestic focus

What many Americans desired was to focus on their own domestic economy and social issues, this “internal growth and development” coming about through increased tariffs which, “restrict[ed] the influx of imported goods, thereby increasing domestic production”. However, as Suri points out, “Isolationism and intolerance in the 1920s smothered the openness and cooperation necessary for healthy economic growth. Closing markets triggered, in part, the Great Depression, cutting off the country from needed resources, consumers, and allies abroad”. These types of economic policies that are wholly domestic and involve no other outside relationship with foreign markets became a recipe for disaster. They contributed to one of the worst periods in American history, when unemployment was extremely high, food became harder to find, and it seemed democracy could come under strain. The Depression forced Americans to focus on improving their own economic standing which resulted in Americans being left out of decisions that would lead to Hitler’s rise to power, the rise of Fascism in Europe, and the growing threat of Japan as a military power. As the State Department’s Office of the Historian bluntly puts it, “[there were] clear dangers [that] emerged during the Great Depression of the 1930s”.

Because of these reasons, it is apparent why the U.S. did not feel the need to embrace the larger world and Europe in economics and foreign policy, basing this on their own desire for pause and respite and building off centuries old sentiments about their country’s place in the world. However, one of the more intriguing questions is why the U.S. chose isolationism over other solutions that seemed to improve foreign relationships, build strong economic ties, and improve the safety and security of the United States in addition to the globe (something that is often mentioned in U.S. politics)? Suri again provides an explanation to this, writing, “Americans embraced isolationism and intolerance because they were false solutions to deeper structural problems. Technological innovations like the assembly line and the automobile displaced millions of people, but instead of adjusting, citizens turned to leaders who promised to halt change. As demographics were re-defining ethnic, racial and religious identities, politicians pledged to keep America white, Anglo-Saxon and protestant”. In the end, the meaning behind why Americans voluntarily chose to isolate was built upon the fact that it seemed to be the easiest and fastest option, not because it was the most beneficial (though those who supported it certainly found reasons to justify the measure) to improving America’s place in the world.

Modern day

There are many similarities to American sentiments in the 1920s to current, modern-day public sentiments. Suri also discusses this, writing, “Trump has identified some serious problems within American society: economic inequality, social displacement and deep distrust in established institutions. Millions of Americans feel they have been cheated, and they blame political elites. They are looking for changes that will restore hope and dignity to their lives. In response, Trump is recycling the repertoire of the early 20th century because it appears to address these contemporary concerns”.

Simply put, Trump capitalized on fear throughout the 2016 and 2020 U.S. presidential elections, fear of the other, fear of the establishment, and fear of the upper and lower classes. This can easily be seen in the rhetoric he utilizes in which he made note through his 2016 campaign that he would build a wall and keep illegal immigrants out of the country (fear of the other), he attacked other Republicans on their stances (fear of the establishment), and capitalized on a large amount of American’s distaste of the Affordable Care Act and the fact that the Obama administration seemingly allowed the Wall Street bankers to continue their business without repercussion. While many economists (Paul Krugman for instance) and journalists (like Andrew Ross Sorkin and Bethany McLean) agree that the 2008 bailing out of the banks was the best course of action to save America’s economy and preventing another Great Depression, members of both the left and right political ideologies disliked this action and resented the bailout. Much like how the Great Depression prevented the U.S. from becoming more entrenched in foreign policy actions around the world, the 2008 financial crisis left many Americans desiring to recoup their lost income and benefits and focus on their own domestic issues instead of turning an eye to the rest of the world. The president’s remarks about Muslims and immigrants also capitalizes on the American public’s fears surrounding those groups (going back to Islamophobia); there are quite obvious similarities to public fears of Irish and Chinese immigrants and Catholicism in earlier periods.

I believe that the factors that influence Trump and those who support him are very similar to those non-internationalist policies we saw in the 1920s. They are built upon the same biases of hatred and fear along with desires for fairness and improvement in the economic system. Also, it is interesting to think about how the Wars in Afghanistan and Iraq play into this. Many Americans now are tired of being involved in foreign military operations and nearly every president since 2001 has run on the platform of removing troops from Afghanistan, the longest war in U.S. history. The forces that propelled the U.S. into an isolationist stance in the 1920s also propelled Trump to the White House in the 2016 election and will absolutely be a factor in the 2024 U.S. presidential elections.

What do you think of the article? Let us know below.

Now read Alan’s article on how public opinion impacts foreign policy in America here.

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Beer has been made for thousands of years around the world. Many cultures, nations and people contributed to the beer we drink today. America’s history with beer began with Native Americans. Their beer was made from maize. It was a recipe they shared with the Pilgrims who landed at Plymouth Rock. Coincidentally, the Pilgrims only stopped at Plymouth Rock because they ran out of beer.

Beer was a necessary staple because water was just too dangerous to drink. Most households made their own beer well into the 1800s and it was a drink for all ages. Wealthy early Americans built their own brew houses on their land. There were many different recipes depending on the ingredients a family had on hand. Fruits, vegetables, herbs and spices might make it into the mix of grains, hops, water and yeast. Of course, these beers taste different now, but the basic recipe is the same.

Angie Grandstaff tells us about beer in the 19th century and five of the oldest breweries in the USA.

Anheuser-Busch brewery in St Louis, Missouri in the late 19th century.

Beer in the 1800s

Since most early Americans made their own beer the need for commercial breweries wasn’t big. Brewing beer was a local affair because beer did not travel well. Beer was stored and served in wooden casks. By 1810, there were 140 breweries in America. The 1800s brought many changes to American life.

The Industrial Revolution led many families to urban areas and away from their farms. German, Irish and British immigrants flooded into America. Their homelands had very strong beer cultures so the demand for beer was high in the mid 1800s. Advances in science and technology after the Civil War allowed breweries to mass produce beer.

Transformation and Prohibition

Immigrants had a profound effect on beer. The original American beer was a heavy, British style ale. German influence led beer to become a lighter lager. This beer became the beer of choice for many Americans. There were 1,800 breweries in America in 1900. Business was booming.

Prohibition of alcohol in America changed everything. Prohibition was law from 1920 to 1933. It put many breweries out of business for good. The ones that survived had to get creative during those years to stay afloat. Breweries sold near beer, soft drinks, malted milk, fruit juices and more. After Prohibition, big breweries like Budweiser, Miller, Coors and Pabst dominated beer sales. It wasn’t until the 1970’s that breweries truly started to rise again.

Brewing in America has evolved with the influence of many different people, innovations and laws. Here are the five oldest breweries still in operation today who had a big impact on beer and brewing in America.

The Oldest Brewery in America: Yuengling

Most of the early American breweries are gone except Yuengling. Yuengling Brewery was founded by a German immigrant, David G. Yuengling. He landed in Pottsville, Pennsylvania in 1823 and changed his name from Jüngling to Yuengling. He started his brewery in 1829. It was originally named the Eagle Brewery and its label still bears the image of the original eagle today. Yuengling wanted to embrace his adoptive home by using the eagle in the name for his brewery.

Yuengling Brewery faced a devastating fire in 1831 but they rebuilt and prospered. David G. Yuengling had two sons. The eldest went to Virginia to start his own brewery and the second oldest didn’t join the Yuengling brewing business until 1873. That is when Eagle Brewery officially became Yuengling Brewery. Yuengling opened other breweries in the northeast during the late 1800s. Their production stayed steady but limited. Therefore, even today you can’t buy Yuengling everywhere. The original beer recipe has remained the same since its beginnings. While many breweries have changed owners many times, Yuengling Brewery is still a Yuengling family business.

Milwaukee Beer Giant: Pabst Brewing Company

The Pabst Brewing Company started as a family business in 1844 in Milwaukee, Wisconsin. The brewery was started by Jacob Best Sr. who retired in 1853 and left the brewery in the hands of two of his sons, Jacob Jr and Phillip. Their partnership didn’t last long because of financial difficulties. Phillip was left in charge of the brewery and he brought in his own reinforcements, his son-in-law Frederick Pabst and Emil Schandein. They became partners and brought a fresh perspective to the brewery which was now called the Phillip Best and Company.

Pabst and Schandein helped the struggling brewery thrive through changes with transportation, the science of the brewing and most significantly marketing. The name changed again when Phillip retired and Schandein passed away to Pabst Brewing Company. The innovative marketing strategies kept this brewery successful. Pabst’s ads were in everything from newspapers, magazines, theater programs and train schedules. They put the Pabst name on calendars, cigar cases, matchboxes and notepads. Pabst became Pabst Blue Ribbon after they won a gold medal at the 1893 Chicago Columbian Exposition.

Pabst faced much competition from Schlitz, Miller and Anheuser-Busch in particular. They stayed in the game with their marketing and new brewing innovations like selling canned beer in 1935. Pabst purchased other breweries around the country to help them expand production. Today Pabst is using contract brewing with MillerCoors instead of doing their own brewing. Their willingness to change and use new innovations helped Pabst beer survive.

Many names, many families but still brewing: Minhas Brewing

The Minhas Brewing company began as Monroe Brewery in 1845. The brewery was started by Mr. Bissinger in Monroe, Wisconsin. It was a small operation which originally produced only a few hundred barrels per year. The brewery changed hands in 1850 with the new owner, John Knipschield, expanding enough to hire two men to do the brewing.

In 1857 the brewery was taken over by George Esser and John Hermann. Hermann lived in the brewery during this time. They expanded by building an underground beer storage cellar and adding a lager to the beer brewed. Prior to this, the brewery only brewed ales. Esser and Hermann dissolved their partnership when Esser became upset over Hermann’s fiancee visiting him at night. Esser’s memoirs state that they threw lots over who would keep the brewery. Hermann won. In an attempt to expand production, Hermann started using a horse to help power the brewery.

The brewery changed hands twice more between 1861 and 1885. The owner in 1885 was Jacob Hefty who took on his brother-in-law, Albert Blumer Sr. as his partner. Blumer became the sole owner in 1892. He took the one-horse brewery and rebuilt the plant, equipping it with modern machinery. Albert’s sons took over in 1918 and boosted production from 1,500 barrels a year to 12,000.

The brewery was bought by Carl O. Marty in 1938 because he wanted the storage space for his cheese manufacturing company. He sold the beer operation to Joseph Huber who worked as a brewer worker for Blumer. He changed the brewery name to Huber Brewing. Huber and his son Fred kept the brewery going when so many breweries were going out of business. Fred sold the brewery in 1985 only to buy it back in 1989 and sell it again in 1994 to Dan Weinstein. Weinstein and his family expanded the brewery until they sold it in 2006 to Canadian business mogul, Manjit Minhas. This brewery has had a very interesting history but despite all the twists and turns, it has been brewing at the same location since 1845.

American Icon: Anheuser-Busch

Eberhard Anheuser bought a struggling St. Louis brewery in 1860. His daughter married Adolphus Busch, a German immigrant, a year later. Adolphus joined his father-in-law in the beer brewing business. So begins the story of an American beer icon. Adolphus had big dreams of taking his beer nationwide and looked to the innovations of the day to expand the brewery. He used refrigerated railcars to transport his beer plus incorporated pasteurization in the brewing process.

Most beer being brewed were ales, but some breweries were branching into lagers, which were lighter beers. Anheuser-Busch introduced their lager, Budweiser in 1876. This beer became the king of beers and a national beer due to Busch’s efforts. Advertisement helped Anheuser-Busch dominate beer sales. The famous Budweiser Clydesdale horses, which are still seen in advertisements today, were introduced in 1933. The horses were a gift from Adolphus III to his son to celebrate the end of Prohibition. They also sent wagons led by the Clydesdales around New York to deliver beer to the governor, Alfred Smith and former President Theodore Roosevelt to further celebrate the end of Prohibition.

Prohibition and World War II affected Anheuser-Busch’s production but following the war the company entered a significant era of progress. August A. Busch was president during this time. His nine national brewing networks increased production from 3 million barrels to 34 million barrels a year. Anheuser-Busch became America’s number one brewer and it still is today.

High Life: Miller Brewing Company

Frederick Miller was born in Germany and spent his formative years in France studying. He had a reputation of acting and dressing like a Frenchman but eventually won over Milwaukee with his beer. Miller came to America in 1854 with his family to escape unrest in Germany. He traveled to Milwaukee and bought Plank Road Brewery from one of the Best brothers of Pabst Brewing. Miller opened his brewery in 1855. There was heavy brewing competition in Milwaukee, but Miller held his own. He opened saloons and beer gardens plus expanded sales to other towns like Chicago.

The family continued to expand through the late 1800s. In 1903, they introduced their flagship beer, Miller High Life. Like Pabst and Anheuser-Busch, Miller Brewing excelled at using advertising to boost sales. Miller High Life was called ‘the Champagne of Bottle Beer’ in advertisements. The Girl in the Moon was put on the bottle in 1907 and is still there today. Miller Brewing sponsored sports broadcasts, radio and television shows to help get their beer in the public eye. They were also instrumental in bringing a major league baseball team to Milwaukee. In 1953, the Braves moved from Boston to Milwaukee and Miller Brewing paid for the scoreboard and advertising rights in the stadium.

The 1950s and 1960s saw much expansion and growth for Miller Brewing. Frederick C. Miller and his son were killed in a plane crash in 1954. This would eventually lead to the company moving out of the hands of the Miller family. In 1970, the tobacco giant, Phillip Morris bought Miller Brewing. Their advertising prowess led to the very popular advertising campaigns - “If you got the time, we got the beer”. Plus, the Miller Lite campaign of “Taste great…less filling”, that had celebrities debating over what is best about Miller’s Lite Beer.

Miller Brewing has expanded and remained the number two brewery in America by diversifying their brand and acquiring other breweries. Miller owns Lowenbräu, Molson’s, Foster’s, Kronenbourg, Beamish, Stroh’s and Leinenkugel. As mentioned in the history of Pabst, Miller is also the contract brewer for Pabst beers. The company merged with Coors Brewing in 2008. Miller Brewing is now MillerCoors as they head into their next chapter.

Back to our roots

Beer in America started in homes and small local breweries. Today, we have come full circle. An estimated 1 million Americans are brewing beer at home. Millions more are heading down to their local brewery for a pint. This is the golden age of beer with more than 9,000 breweries in America. The variety available today would astound those early brewers. Beer has been a staple in American life since the country’s beginnings. It continues to be consumed by millions and its future looks bright.

What do you think of beer in America? Let us know below.

Now read Angie’s article on 5 incredible pioneering female pilots here.

Angie Grandstaff is a writer and librarian. She loves to write about history, books and self-development.

References

https://www.beerinstitute.org/news-media/additional-beer-resources/beer-american-history/

https://eh.net/encyclopedia/a-concise-history-of-americas-brewing-industry/

https://www.npr.org/sections/thesalt/2017/07/03/532250762/how-the-story-of-beer-is-the-story-of-america

https://pabook.libraries.psu.edu/literary-cultural-heritage-map-pa/feature-articles/yuengling-american-tradition

https://emke.uwm.edu/entry/pabst-brewing-company/

https://www.wisconsinhistory.org/Records/Article/CS538

http://minhasbrewery.com/our-history

https://www.anheuser-busch.com/about/heritage/

https://www.moaf.org/publications-collections/financial-history-magazine/77/_res/id=Attachments/index=0/Article_77.pdf

https://beerhistory.com/library/holdings/millerhistory.shtml

https://emke.uwm.edu/entry/miller-brewing-company/

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The West has had a long and complicated relationship with Russia since 1900. From Britain, France, and America being allies with Russia and the USSR during the world wars to deep distrust in the Cold War, Stephen Prout explains how the relationship has evolved to the present day.

Stalin, Roosevelt, and Churchill at the 1943 Tehran Conference.

Throughout the last century and certainly in current times the impression of Russia from a western perspective has been of a menacing spectre. Previous decades have seen imperial rivalry with Britain over the Far and the Middle East, the threat of communist expansion resulting in the Cold War, the tyranny of Stalin during the great purges, the arms race with all its hostile rhetoric, and threats of nuclear escalations. In recent times we have evidence of accusations of meddling in US elections, assassinations in the UK of Russian dissidents and alleged cyber-attacks on Western governmental and commercial organisations. In fact, it is hard not to pick any decade where Russia has been regarded in a favourable light.

Winston Churchill once quoted of Russia “I cannot forecast you the action of Russia. It is a riddle wrapped inside a mystery inside an enigma, but there is a key. That key is Russian national interest.” This summed up well the feelings of the time concerning the Soviet Union and this quote continues to be relevant in modern times. To try and understand this we must track Russia’s journey from the beginning of the twentieth century to the present day. What events have created this hostility, mistrust even paranoia?

A New Century and the First World War

At the beginning of the twentieth century the Russian Empire amongst all the main European powers was the most reviled in Europe. It was less than half a century since when Britain and France had clashed with Russia in the Crimea.

Despite the relationships and direct family connections of Britain and Russia’s royal families, Britain had been wary of Russia and had been making endeavors to contain Russia’s influence in the Middle East and Afghanistan.

By 1904 Russia had embarked on a short and disastrous war with Japan and the result was defeat and international humiliation that highlighted military weakness. More humiliation ensued as her ally France reneged from treaty obligations with Russia to avoid antagonizing Great Britain. The world it seemed did not trust Russia and the feeling would be reciprocal - and as time went on irreconcilable. All this would shortly be put aside when the three powers formed the triple entente in the face of German militarism. Unity against a common enemy did not necessarily mean they would be lasting allies though.

Russia had ambitions for a sphere of influence in the Middle East. This time Britain and France found it expedient to offer such a prospect at the expense of the Ottomans as an incentive to her contributing to an alliance against Germany. None of this would come to fruition as the events of World War One unfolded and the promises to Russia were not honored.

Like the war with Japan the war went in an adverse direction. The Russian forces were partially capable of containing the Austrians, but no match for the Germans who rolled her forces back through Belorussia and Ukraine. The combined effects of economic devastation, hatred of the Tsar and the war itself drove the discontent that created the Russian Revolution. That would be the first foothold of communism and would unsettle the world. Russia would find herself friendless, ostracized, bitter, and mistrustful at the war’s end.

The Russians needed peace and time to augment their new regime and make good on the revolution's promises to its people. This stability came in the form of the Brest-Litovsk peace settlement and it came at an extremely high price. Russia lost large chunks of European land and her many coal mines. It was a loss that for the time being she would have to bear but opportunity would later come to reclaim it.

At this time, her former allies occupied various ports in Russia and supported the anti-revolutionary movements much to the new government’s chagrin. The west it seemed was no more to be trusted than the very nations she fought against so in 1922 Russia signed the Treaty of Rapallo with Germany, another outcast. This treaty had secret clauses that allowed Germany to develop her military machine out of sight of Western eyes, a violation of the Versailles Treaty. Had Western actions and meddling created a future unnecessary hostile force?

The Interwar Years and World War Two

As the first world war was ending the newly established USSR was at war with Poland. Poland was formerly incorporated into former Imperial Russia, but the post war settlement created a new Polish state that would not be satisfied with the boundaries established by Lord Curzon as they took large expanses of Ukraine and Belorussia. The Soviets lost even more territory and received little support.

However, the USSR did little to improve the perception of themselves in their formative years to reassure the West. The USSR was finally recognized by the international community and admitted to the League in 1934. The remaining interwar years were overshadowed with the ruthless actions of its leader, Stalin. A totalitarian shadow had been cast over Russia and the world feared it would expand as the USSR intervened in the Spanish Civil War. Internally, very public trials during the purges and long incarcerations in the labor camps gave a glimpse of what Soviet rule would bring.

Despite this the USSR had its external supporters. The socialists in Britain, enamored with Soviet achievements, overlooked or condoned any controversy that slipped out of the USSR. Major industrial corporations from the US and Britain such as Rolls Royce and Ford clamored to do business with a vibrant economy.

For the unemployed, desperate, and needy, the Soviet Union was seen as a utopia as the capitalist nations such Britain and the USA struggled in the Great Depression. The USSR boasted of full employment, affordable housing and free education and health services so much so that thousands from the USA emigrated, something that these people would later regret when they found themselves abandoned. There were reports of desperate messages reaching the US embassies from US expatriates, but political expediency allowed such things to be conveniently ignored. It did not mean that the West fully trusted the USSR and they were given good reason as the Second World War loomed.

By 1939 the USSR had signed two pacts, one with Germany and one with Japan. That meant the three main militaristic powers were aligned in a state of co-operation and were threatening British, US and other interests around the world. The USSR in two treaties had derailed any collective security and in turn allowed the full might of Japan and Germany to be unleashed on the rest of the world.

The pacts at face value were very strange and politically incongruous considering the ideological differences. In 1936 Germany and Japan had signed The Anti-Comintern Pact aimed specifically at the USSR and the advance of communism. Hitler’s speeches left no room for doubt how he felt about the USSR even in his early writings in Mein Kampf. As the democracies were in retreat, Germany and the USSR invaded and divided up Poland. The USSR added Baltic states and ten percent of Finland’s territory to her spoils.

Following Operation Barbarossa Russia joined the allies to defeat Nazi Germany but would leave the outcome of Europe and future international relations in an equally parlous state. As the war ended so the question of Soviet reliability raised its head again. Once again, a unity against a common enemy did not necessarily mean a long-term friendship.

The Cold War to Glasnost and Perestroika

The war ended with Eastern Europe remaining under a new totalitarian rule. Poland had found itself liberated from one dictator only to be ruled by a no less brutal Soviet version along with East Germany, Hungary, Bulgaria, Romania, and the former Czechoslovakia.

The uneasy wartime alliance had dissolved by the end of the war. Hostile actions by the USSR with the Berlin Blockade and the establishment of the “Iron Curtain” led to NATO’s formation in 1949 as communism now appeared to be the new enemy. In 1955 the USSR, viewing NATO as a threat, formed their own defensive alliance with its satellite states. Security was the underlying motive certainly in Europe, but the following decades would have the USSR supporting various insurrectionist organisations and proxy wars against the west.

From the point of view of the USSR they had without debate experienced the most savagery in the war. Allied actions did little to give assurances such as the delays to opening a second front in 1943. The USSR it seemed was left to bear the full force of the Wehrmacht alone. Too many times had she been betrayed so the future security and the buffer states of Eastern Europe provided a bulwark against future aggression they perceived would come again from the West. However, the USSR’s perspectives are veiled by secrecy, their intentions will never fully be clear, and this makes it difficult to offer any counterarguments. We are left with her actions that seem to speak louder than anything else.

The next four decades saw the Soviet military machine brutally suppressed its own satellites in Hungary 1956 and Czechoslovakia in 1968. The Soviets were keeping their vassal states under a tight reign. In 1979 the world watched a Soviet invasion of Afghanistan to shore up a failing communist government. Her presence behind the scenes of revolutionary regimes in Palestine, Libya, Syria, and Iraq would have their own limited but destructive impacts.

For a short while there appeared to be optimism after the fall in Communism in 1989, the unification of Germany and the dissolution of the Warsaw Pact - but this was to be short lived as history moved into the twenty first century. As the USSR broke up into separate autonomous nations it created an unstable base for peace and security for the future.

Russia – back to a New Cold War?

There is a quote from a source Putin’s People, “The Soviet Empire might have been lost…for them, the end of the communist empire did not mean an end of hostilities, but an opportunity to eventually continue them under new auspices.” The events of the twenty first century support this.

The twenty first century saw the East-West rapprochement disintegrate. In eight months in 2014 Russia conducted thirty-nine violations into NATO airspace. In that same year, the world saw her annexation of the Crimea from Ukraine. Russian dissidents were poisoned allegedly by Russian agents on British soil in the infamous Salisbury incidents. There followed allegations of tampering in US elections and in 2022 Russia began an invasion of Ukraine after false reassurances of military exercises.

In March 2014, US President Barack Obama, in a speaking engagement at the Nuclear Security Summit in the Hague, stated that Russia was a regional power as opposed to a superpower, which is what she believed. In the speech he implied that NATO would support non-member countries with non-military means to counter Russia but at the same time stating that Russia was not the principle geographical threat. It was a slap in the face.

Russian pride was hurting, and they needed to reinstate their status as a world power on the same level as the USA who it seemed could cherry pick the international rules by which they could play. Already in 2008 Russia had taken military action in a breakaway region of Georgia to international disdain and the rest Ukraine was soon to follow.

Putin authored an essay in 2020 titled On the Historical Unity of Russia and Ukraine. In that essay he references Ukraine and reveals a motive. It quotes “modern Ukraine was entirely invented by Russia” and goes on “Ukraine is not just a neighbouring country for us” but “an inalienable part of our own culture and space.” Was Russia lamenting its lost territories from the collapse of the USSR? Is Ukraine an omen that these are losses they will not be prepared to let go and will bring back into a new unified Russia?

It appears history repeats with a new cold war and Russia is now internationally isolated again, with few allies and harsh economic sanctions. Nevertheless, there is no acceptable defence for her current actions in Ukraine or any displays of her aggression. The argument of Russia entering her own backyard is reminiscent of the one used to condone Nazi actions in the Rhineland occupation. It is as legitimate as say Britain or France seizing her former colonial possessions by force. The excuse of needing security is risible and although NATO has without doubt expanded easterly it has not threatened Russian or attempted any sovereign violations. Those new nations joined out of fear of Russia and the conditions they endured as former satellites.

There is a pattern of deep mistrust, secrecy and paranoia that has always been and always will be firmly rooted in Russia and this is also projected inward as well as externally as leaders fear lost privilege, power and sometimes safety. No matter the leader, no matter when the decade and no matter the type of regime. It is true to say that the more things change, the more they stay the same.

What do you think of Western relations with Russia since 1900? Let us know below.

Now, read about Britain’s relations with the Soviet Union and France in World War 2 here.

Bibliography

Who Lost Russia? – Peter Conradi – One World Publications - 2017

Armageddon – Max Hastings – Pan Macmillan 2004

Putin’s People – Catherine Belton – William Collins - 2020

Creeds of the Devil Churchill Between the Two Totalitarianisms 1917-45 – Antoine Capet Universite De Rouen

We Need to Talk about Putin- How the West Gets him Wrong – Mark Galeolli – Ebury Digital - 2019

The Forsaken: From the Great Depression to the Gulags: Hope and Betrayal in Stalin's Russia - Tim Tzouliadus – Abacus 2011

Mein Kampf – Adolf Hitler – Kindle edition

BBC Archives – reference Obama quote

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

In this major series of articles Erick Reddington continues his look at the independence of Spanish America by looking at the four viceroyalties in the region: New Spain, New Granada, Peru, and La Plata.

A soldado de cuera, a group of soldiers who served in the frontiers of New Spain in the colonial period.

The mid- to late- seventeenth century has been, for decades, labeled “The Age of Absolutism.” This “Absolutism” has always implied the unquestioned and unconditional rule by one man: the king. This absolutism meant that the king was what modern people would think of as some 1930s style dictator who had complete control of his country and people.

This view is a product of post-revolutionary scholarship to justify the revolutions against the old order. Even more than a cursory glance at the governing structures of the 17th century will show the truth. Decades and centuries of traditions, bureaucratic structures, compromises, and privileges granted to localities and nobility made the governments of this time function a far cry from absolutist. Spain was no different. The Spanish Empire in America certainly did not function this way.

The primary reason the Spanish Empire could not function in this fashion was simple: distance. From Seville, the primary Spanish trading port to Vera Cruz, the main port in New Spain, was almost 5,700 nautical miles. Sailing 5 knots, it would take about 48 days from port to port. This does not include accounting for bad weather, stopping for supplies, or quarantines. It would be impossible to handle immediate situations with a twelve-week round-trip communication time.

Since immediate communication was impossible, in 1524, Charles V created the Council of the Indies. With the Bourbon Reforms, in 1714 this was superseded by a single Secretary of the Navy and the Indies. In the 1760s, this department was broken up and the Indies received its own portfolio. Neither a single minister nor a council based in Madrid could control the whole of Spanish America in an effective way. Universal rules for the entirety of the empire would not work. Stretching from the Arctic (in theory) to Tierra del Fuego, this territory encompasses a dizzying array of peoples, climates, and conditions. Madrid could never account for all circumstances and conditions. This led to the creation and increase in power of the viceroys.

The concept of a viceroy, or a person acting in the name of, and with the powers of, the king was not new. Its use in the formal administrative system of the empire was natural. When more and more territory was falling under Spanish control in the early 16th century, it was realized very early on that there was just too much territory to govern easily from Madrid. Spain could not just let the newly conquered territory go, however. There was simply too much wealth available to just walk away. The territory had to be governed, and this led to the first of the viceroyalties to be created: New Spain.

New Spain

New Spain was established early, created in 1535. Home of the original source of wealth from the New World, the fabulous wealth of the conquered Aztecs, New Spain grew into the most important of the viceroyalties for Spain. This was not simply intended to be an appendage of the mother country, however. This was the Kingdom of New Spain with King Charles on the throne. Since he could not be in two places at once, the viceroy would simply execute the kings powers in his absence. This system proved satisfactory in New Spain and would be replicated throughout Spanish America.

New Spain was enormous. Encompassing all the islands in the Caribbean under Spanish control, most of Central America, Florida, Mexico, the United States west of the Mississippi River, and the Oregon Country up to the 54th parallel, this territory was vital to Spain. From the agricultural wealth of the Cuban sugar plantations to the silver mines of Mexico, the wealth of New Spain made it the most important colony. Its capital, Mexico City, was the most important city in Spanish America. Built upon the ruins of the Aztec capital, Tenochtitlan, it was the most populous and richest city in the Spanish Empire. To be the governor of New Spain and take up residence in the viceregal capital was to reach the top of the colonial administration.

Even in this, the most important colony, the colony was sparsely under control. The Caribbean islands were under tight control due to the economic potential, but in the north and south of the colony, little had changed from pre-Columbian times. The north was full of tribes, many of whom could go decades without seeing any Spanish administrators. The most European contact these natives could have would be explorers on the coast or Catholic missionaries looking to convert them. This is how many of the famous missions, such as San Juan Capistrano and the Alamo, arose. For Spain, trading and converting these natives was the extent of their ambition.

In the south of the viceroyalty, many of the native tribes lived as they had for thousands of years. Like the north, in the interior trading and conversion were the primary goals of administration. On the coasts, however, the situation was different. Due to the tropical climate of the area, sugar production was possible, and therefore a plantation economy predominated. Because of the economic importance of the area, there were significant fortifications built and port defenses took priority. This led to disruptions of native life as well as a more militarized society than existed in the north of the colony or in the interior.

The most controversial part of New Spain, from a Spanish point of view was Louisiana. Originally founded as a French colony, Louisiana had great unrealized economic potential. Most importantly for Spain was that control of Louisiana, and its great port at the mouth of the Mississippi River, New Orleans, would provide a territorial link to the colony of Florida, which Spain had claims to. In 1763, at the failure of the Seven Years’ War, France had ceded this territory to Spain, which was incorporated into New Spain. It was used as a base for the Spanish to strike at the British during the American Revolution. After that war, Britain ceded Florida back to Spain. Later, in 1800, during the Napoleonic Wars, Spain ceded Louisiana back to France under the agreement that France would not cede the territory to another country. Only three years later, France sold the territory to the United States. For New Spain, the border of Louisiana was ill-defined. The resulting border tensions with the US would carry on after independence. In the years prior to the outbreak of the Latin American Revolutions, New Spain had been led by a series of very able Viceroys. Men like Carlos de Croix and Antonio de Bucareli y Ursúa were energetic in carrying out the Bourbon Reforms. A series of roads (called El Camino Real) to improve communication and travel were built. Military reforms were carried out to better defend the vast territory from British predation. The Jesuits were expelled to increase greater governmental control and weaken the hierarchy of the church. The colony even had its own squadrons of ships to control the coasts and significantly reduce the endemic piracy of the Caribbean.

New Granada

South of New Spain was the Kingdom of New Granada. Originally carved out from parts of Peru and New Spain, New Granada covered the northern part of South America and Panama. Of the four viceroyalties, this one was the least developed politically and economically. This was not entirely due to poor administration on the part of the Spanish. Two geographic features dominated the territory: mountains and jungle. The northern reaches of the Andes mountains made communication difficult. Road construction was extremely treacherous due to the broken terrain. In the valleys, jungles made the territory difficult to traverse. There were also tropical diseases and dangerous animals. The mountains and jungles, with little to no roads, made the logistics of any expedition into the interior mind-boggling.

Further exasperating attempts to expand were the natives of New Granada. With logistics so poor, it was extremely difficult to mount any type of expedition with sufficient force necessary to dislodge the natives from vast swaths of the territory. Of course, the natives did not want to be dislodged. Of these tribes, the most formidable were the Wayuu. Unlike many other South American tribes, the Wayuu were very happy to adopt European weapons and horses. In 1769, the Guajira Rebellion broke out in what is now the border area between Venezuela and Colombia. An estimated 20,000 warriors would attack and destroy any Spanish settlements they could take. Spain’s enemies, Britain and the Netherlands, were more than happy to supply the Wayuu with the guns and horses they were looking for. Although the rebellion would peter out over the ensuing months, it was a sign of the lack of control Spain had over the territory.

Due to the nightmarish terrain of the territory, the importance of the Captain-Generalcy division of the colony was more pronounced than in other viceroyalties. Foremost among these was the Captain-Generalcy of Venezuela. Originally founded centuries before as the attempted colony of Klein Venedig, Venezuela, unlike the rest of New Granada, had been under the jurisdiction of New Spain, not Peru. There was a sense of separateness for Venezuelans. This was further exasperated by the differing economy prevailing there. Cocoa and tobacco were the primary agricultural products of Venezuela. This differed from other colonies focused on either mining or sugar production. Also, due to the types of products grown in Venezuela, it saw a larger number of African slaves imported into the colony than the other parts of New Granada. This led to a different racial demographic and subsequently, racial attitudes were different there.

The internal divisions and cultural differences of the people of New Granada would lead to many problems during the revolutionary period. Although there were many times in which the colony came together to defeat external threats, such as major attacks during the War of Jenkins’ Ear, there was little politically or culturally to tie the kingdom together.

Peru

In the eyes of Spaniards, Peru rivalled New Spain in value to the mother country. The Kingdom of Peru was originally built on the ashes of the Inca Empire, just as New Spain was on the Aztecs. Peru gave Spain access to the Pacific Ocean along with New Spain. New Spain had a diverse economy with trade, agriculture, and mining all contributing to the wealth of the colony. Peru’s fabulous wealth was based primarily on mining. The Potosí mine is still today the largest source of silver on Earth. The wealth of Peru had been feeding the Spanish government for hundreds of years.

The Inca inheritance helped the Spanish in many ways. The terrain of Peru was much like New Granada, mountainous and full of jungle. However, the Inca were dedicated road builders who emphasized communication and speed of travel, especially for armies. This network of roads served Spain well in tapping the vast wealth of the country. The land was also more heavily populated with Natives than many other areas. Tribes such as the Quechua and Aymara served as trading partners, a source of converts, and erstwhile enemies. Due to the distances involved, it was deemed inefficient to bring in African slaves on a large scale to work the mines. Therefore, these tribes also served as a labor pool. Working and living in conditions no better than slavery, the great wealth of Peru was obtained off the backs of these natives.

Resentments amongst the natives would eventually grow into the Tupac Amaru Rebellion. A Quechua leader who styled himself Tupac Amaru II (after the last King of the Inca, Tupac Amaru), led tens of thousands of natives in a rising against the viceregal authorities. Curiously, Tupac Amaru told his followers he was acting in the name of the Spanish king against the corrupt colonial authorities. Although this rebellion would last only a short time, it would scar the colony, and lead to many leaders, such as Viceroy Ambrosio O’Higgins, to call for a more cooperative policy with the natives.

Originally, the Kingdom of Peru consisted of all the Spanish lands in South America, except for Venezuela. With the Bourbon Reforms, many of these territories had been shorn off. On the eve of the Wars of Independence, Peru was down to modern day Peru and Chile. Despite this, Peru was still considered one of the most important parts of the empire. Lima, the capital, was considered by its denizens the most important Spanish city in the Americas (Mexico City would disagree, of course).

Residing in Lima, like in Mexico City, were a series of Viceroys who provided bold leadership and innovative reforms. Ambrosio O’Higgins encourage trade and manufacturing. Infrastructure was improved, especially transport over the Andes. José de Armendárez encouraged greater silver production and attempted to crack down on corruption. The last Viceroy before the revolutions, Jose de Abascal y Sousa promoted internal reform, particularly bureaucratic and educational reform. The army was also reformed to make it more efficient and combat ready.

The Spanish focus on Peru and its importance, as well as the care that the crown showered on the colony, would lead to what was probably the most royalist colony in the Americas. Support for the king and the empire was probably higher in Peru than any other colony. It would consistently be a thorn in the side of the revolutionaries.

La Plata

The Viceroyalty of the Río de La Plata was, unlike the others, not an official kingdom. It began life as a viceroyalty. Due to the distances and communication difficulties involved, in retrospect, having the La Plata River basin under the control of Lima was absurd. Further, due to the inability to control an area so distant from the capital, corruption and smuggling were endemic. The area at the mouth of the Plata River was seen by many administrators in Spain as a cesspool that needed a firm hand and nothing more. As the Bourbon Reforms were meant to be based in rationality, the only rational thing to do would be to divide the administration. In 1776, the new viceroyalty was proclaimed with its capital at Buenos Aires. A large portion of Peru was spun off to the new La Plata to make a more Atlantic oriented unit, leaving Peru a Pacific viceroyalty.

The problem with expectations is that they are self-fulfilling. As La Plata was seen as a colonial backwater that was full of crime and corruption, only the worst colonial administrators wanted to go there. Despite the Potosí mine being designated in La Plata, revenues from the new colony were poor. The Spanish never fully realized the potential of the La Plata River basin. Others, however, did.

During the early Napoleonic Wars, when Spain was allied to France, British leaders believed that the La Plata would make a fine addition to their empire. Naval blockades would choke off the seaborne commerce of the area. Raids on the region would make life difficult for the inhabitants. In 1807, the British would occupy Buenos Aires. The reaction from the criollos was immediate. Without measurable support from Spain, the regions leaders were able to defeat and force the British force to surrender, further emboldening the leaders of the colony and embittering them against a Spanish administration that just did not seem to care.

Another competitor was Portugal. The colossus of the Portuguese colony of Brazil would loom over the La Plata region. The Portuguese leaders in Rio de Janeiro were desirous of gaining a foothold at the mouth of the La Plata River to access the interior. Due to the geography of Brazil, accessing the interior of the colony was difficult over land. The Portuguese had eyes on the city of Montevideo. As Portugal was a British ally and Spain was a French ally, it was obvious that there would be fighting in the La Plata River valley.

Despite the known interest of other nations, Spain did little to invest in defense. As there were many problems elsewhere, and the low expectations of the colony in Madrid, the government in Madrid could do little and did less. The economy was underdeveloped despite the incredible agricultural potential of the area. Manioc, yerba mate, and livestock provided some income to the viceregal government. Shipping, when not cut off by the British Navy also contributed a large amount to the economy. La Plata was all potential and little realization under Spanish rule.

Pre-Revolutionary Situation

The strengthening of the American colonies economically and militarily was vital with the onset of the Napoleonic Wars. As colonies cut off by thousands of miles of ocean, the British were sure to target them, especially the wealthy Caribbean possessions. Spain could not afford to lose New Spain, and therefore used the viceregal military establishment to both keep the colony in line and keep the British out. Peru could not be easily targeted by the British due to its location on the Pacific coast. New Granada and La Plata were too underrated to warrant much investment. Although Spanish troops could not be spared to defend the colonies, officers from Spain could be sent to the Americas to help build and train armies. These men were expected to be loyal to the mother country and as Peninsulares, they would have every personal interest to maintain the colonial status quo.

Although troops could not be pulled out of the colony, money could. The Napoleonic Wars were incredibly expensive and Spain, which did not have the most efficient of administrations even after the Bourbon Reforms, needed every bit of money it could get its hands on. This only further emphasized that the colonies were there for extraction of wealth and little more. With the ideas of the enlightenment penetrating the colonies, the examples of the American and French Revolutions fresh in their minds, and a mother country distracted by the largest series of wars in Europe in 150 years, the people of Spanish America looked at their situation and questioned whether continued loyalty was worth it. All that was required was a spark.

What do you think of the four viceroyalties? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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As allies, Japan and Nazi Germany collaborated together at times during World War 2. One such time was with the Yanagi missions, a series of fascinating submarine voyages undertaken by Imperial Japan to exchange technology, valuable materials and skills with Nazi Germany. These missions make us think – what might have been accomplished had this seemingly hollow ‘marriage of convenience’ placed greater strategic emphasis on collaboration?

Felix Debieux considers this question.

The Japanese I-8 submarine in 1939. It was to take part in the Yanagi missions in 1943.

What if – an alliance of missed opportunity?

When we talk about history, it is hard not to think about the what-ifs, the what-might-have-beens and the what-could-have-beens. Such counterfactual thinking can be traced back to the very beginning of Western historiography, when Thucydides and Livy wondered how differently their own societies might have turned out, “if the Persians had defeated the Greeks or if Alexander the Great had waged war against Rome”. More recently, an anthology published in 1931 included an essay by Winston Churchill titled, ‘If Lee Had Not Won the Battle of Gettysburg’. It imagined an alternative outcome to the American Civil War in which the Confederacy triumphed over the Union. Having read history to a postgraduate level, my impression of the counterfactual approach was pretty much the same as most professional historians. At best it was a harmless bit of fun, at worst it was dodgy, unacademic terrain completely unworthy of serious scholarship. In the somewhat less diplomatic words of Marxist Historian E. P. Thompson: “Geschichtswissenschlopff, unhistorical shit”.

Shit it may be, but that has not halted the imagination of authors who have spawned an entire genre of speculative fiction. One example which succeeded in grabbing my attention is Philip K. Dick’s The Man in the High Castle, an alternate history in which Nazi Germany and Imperial Japan overcame the Allies to win the Second World War. Having at last finished watching Amazon’s onscreen adaptation of the story, I was left wondering how the alliance between the two Axis powers functioned in reality. Was it always the antagonistic and frosty partnership portrayed in The Man in the High Castle? You may be surprised to learn, as I was, that despite the vast geographical distances, there are in fact examples of cooperation between the two powers which do not feature prominently in our conventional retelling of the war. One such case is the Yanagi missions, a series of fascinating submarine voyages undertaken by Imperial Japan to exchange technology, valuable materials and skills with Nazi Germany. These missions make us think – what might have been accomplished had this seemingly hollow ‘marriage of convenience’ placed greater strategic emphasis on collaboration? Let’s start by taking a look at the early days of the missions.

Early strategic compatibility

Following Japan’s surprise offensive on Pearl Harbour and Germany’s declaration of war on the United States, the Axis Tripartite Agreement of September 1940 was amended to provide for an exchange of strategic materials and manufactured goods between Germany, Italy and Japan. At the outset, these voyages were made by surface ships and were dubbed Yanagi (Willow) missions by Japan. As the Axis began to lose its foothold in the naval war, submarines naturally came to be seen as a safer transport option.

As early as March 1942, German naval high command – hoping to alleviate pressure on its Kriegsmarine – requested that the Imperial Japanese Navy (IJN) launch offensive operations against Allied ships in the Indian Ocean. In April that year, the Japanese agreed to send forces to the east coast of Africa to reinforce their German allies. Shortly afterward, the IJN’s 8th Submarine Squadron was withdrawn from its mission in the Marshall Islands and dispatched to Penang, Malaya.

Commander Shinobu Endo’s I-30 was among the first submarines assigned to the 8th Squadron. On 22nd April, I-30 departed Penang and just a week later assisted in the detachment’s successful attack on British shipping in Diego Suarez, Madagascar. In addition to losing a tanker, the British HMS Ramillies was heavily damaged. Following the skirmish, I-30 set off from Madagascar and was ordered on the very first submarine Yanagi mission.

The first submarine Yanagi mission

On 2nd August, four months after it had departed Penang, Endo’s I-30 entered the Bay of Biscay. Off the coast of Cape Ortegal, Spain, he was met by eight Luftwaffe bombers that provided air cover. Three days later, he was joined by a flotilla of minesweepers and escorted to Lorient — then the largest of five German U-boat bases on the French coast.

This was a historic achievement. Indeed, I-30 was the very first Japanese submarine to arrive in Europe. To mark the occasion, Grand Admiral Erich Raeder, head of the Kriegsmarine; Admiral Karl Dönitz, commander of the U-boat force; and Captain Tadao Yokoi, Japanese naval attaché to Berlin, waited to greet Endo and the crew of I-30. Music greeted them at the Lorient station and Endo was presented with a bouquet of flowers. Meanwhile, the Japanese cargo was unloaded:

  • 3,300 pounds of mica.
  • 1,452 pounds of shellac.
  • Engineering drawings of the Japanese Type 91 aerial torpedo.

The Germans were also keen to offer the Japanese their technological expertise. For example, the Kriegsmarine examined I-30 and concluded that its noise levels were unreasonably high - high enough to be detected by enemy ships or aircraft. The Germans generously fitted I-30 with some improvements, notably a Metox Biscay Cross passive radar detector and new anti-aircraft guns. Footage was also shot during I-30’s floatplane test flights, and stories were released detailing a Japanese naval air corps operating from French bases.

While all of this was going on, Endo travelled to Berlin where Hitler presented him with the Iron Cross. The visit came to an end on 22nd August, when I-30 slipped out of the sub pen and began its journey home. Its cargo included a complete Würzburg air defence ground radar with blueprints and examples of German torpedoes, bombs and fire control systems. Most valuable of all to the mission, the submarine also carried industrial diamonds valued at one million yen and fifty top-secret Enigma coding machines.

A month later, I-30 rounded the Cape of Good Hope and entered the Indian Ocean. Early on the morning of 8th October, the sub arrived back at Penang. Rear Admiral Zenshiro Hoshina, chief of the IJN’s logistics section, waited patiently to receive ten of Endo’s Enigmas. Two days later, I-30 slipped its moorings yet again and headed south for Singapore.

The following morning, I-30 made its way into the port. Indicative of the importance of the mission was the presence of Vice Admiral Denshichi Okawachi of the First Southern Expeditionary Fleet, who was on hand to greet Endo and his senior officers. Understandably desperate to return home after thousands of miles of submarine travel, that very afternoon Endo set sail for Japan. It was perhaps the height of bad luck when, just an agonising three miles from its final destination, that I-30 struck a mine. While the submarine was lost, miraculously Endo and the majority of his crew were rescued. Divers were immediately dispatched to recover I-30‘s cargo, but they found that the Würzburg radar had been destroyed in the explosion and its technical drawings rendered useless by saltwater. In addition, the remaining Enigma machines were lost, an embarrassment that was hidden from the Germans for four months.

Despite the somewhat ignominious conclusion of the mission, officials on both sides of the alliance were clearly excited by what had been learned and the potential of future exchanges. But with so many surface ships sunk by the Allies, how could the mission be scaled up? The Germans had the answer. On 31st March 1943, the Japanese ambassador to Germany, Hiroshi Oshima, cabled Tokyo a recommendation from their allies that large, older U-boats should be converted to carry war materials between Europe and the Far East. Unfortunately for Japan, Oshima’s cable was decoded by the Allies.

The missions continue

On 1st June 1943, I-8 departed Kure, Japan, with I-10 and submarine tender Hie Maru. Commander Shinji Uchino had just been given his orders to proceed to Lorient. Their cargo:

  • Two Type 95 oxygen-propelled torpedoes.
  • Technical drawings of an automatic trim system.
  • A new naval reconnaissance plane.

Nine days later, the mission arrived in Singapore and added to their cargo quinine, tin and raw rubber. On 21st July, nearly two months after departing Japan, I-8 crossed into the Atlantic. The only greeting to welcome the crew this time were terrible storms that pounded the submarine for ten days.

Eventually, the by now very weary Japanese crew received their first contact from the Germans. A sign of the Axis’s changing naval fortunes, a German radio signal alerted I-8 to air patrols searching from the skies above. These patrols forced a change of plan, and - after waiting for five days - I-8 received a second message from their allies: forget Lorient, make for Brest.

Once they crossed the equator, it was not until 20th August that the Japanese rendezvoused with Captain Albrecht Achilles and his U-161 submarine. The next day, I-8 took aboard a German Lieutenant and two radiomen. As with the previous submarine mission, the Germans were keen to make improvements and wasted no time installing a more sophisticated radar detector on I-8’s bridge. Eleven days later, the Japanese finally arrived at Brest – a whole three months after their initial departure from Kure. A German news agency announced that even the Japanese were now operating in the Atlantic!

More bountiful than I-8’s outbound shipment was the cargo it departed from Brest with on 5th October 1943. Indeed, the submarine set sail with:

  • Machine guns.
  • Bombsights.
  • A Daimler-Benz torpedo boat engine.
  • Naval chronometers.
  • Radars.
  • Sonar equipment.
  • Electric torpedoes.
  • Penicillin.

This time, the Yanagi mission included not just technological but also human resources. Welcomed aboard I-8 were Rear Admiral Yokoi and Captain Sukeyoshi Hosoya, naval attaché to Berlin and to France respectively. Also aboard were three German naval officers, an army officer and four radar and hydrophone technicians. We can only wonder how the dynamics of the Japanese crew were affected by the arrival of their German comrades.

It did not take too long for I-8 to run into trouble. After crossing back over the equator, a position report was transmitted to the Germans but – unfortunately for the mission – the report was intercepted by the Allies. The very next day I-8 was targeted by antisubmarine aircraft, but it succeeded in pulling off a crash-dive escape.

By 13th November 1943, I-8 passed Cape Town. That same day, I-34 – which was travelling to France on a Yanagi mission of its own – earned the unfortunate distinction of being the first IJN submarine sunk by the British. This served as a powerful reminder of the danger posed to the Yanagi missions, and so I-8 was ordered to head straight for Singapore where it arrived on 5th December.

At Singapore, I-8 anchored near to Commander Takakazu Kinashi’s I-29. I-29 had just arrived from Japan and was about to embark on its own long journey. During an encounter between the two submarine commanders, Uchino warned Kinashi of the Allied air patrols and praised the German Metox radar detector that he had received from U-161 back in August. The technological benefits of the Yanagi missions had already started to prove themselves. On 21st December 1943, I-8 arrived back in Japan having finally completed its 30,000 mile, seven-month long journey. Uchino travelled to Tokyo and presented his report to Admiral Osami Nagano, chief of the naval general staff, and navy minister Admiral Shigetaro Shimada.

Experienced hands

Although Commander Takakazu Kinashi was a distinguished submarine captain, he had not yet had the opportunity to participate in any previous Yanagi missions. Earlier in the war he had become Japan’s submarine hero, credited with the sinking of U.S. Navy carrier Wasp in September 1942, and with damaging the battleship North Carolina and the destroyer O’Brien, which eventually sank. His assignment to the Yanagi missions again underscores their strategic importance (at least to the Japanese).

On 5th April 1943, I-29 left Penang carrying an eleven-ton cargo. This consisted of:

  • One Type 89 torpedo.
  • Two Type 2 aerial torpedoes.
  • Two tons of gold bars for the Japanese embassy in Berlin.
  • Schematics of a Type A midget submarine and of carrier Akagi, which the Germans wanted to study as they constructed their own carrier Graf Zeppelin.

Twenty days later, I-29 arrived at a predesignated point 450 miles off the coast of Madagascar where it met Captain Werner Musenberg and U-180. The German sub had left Kiel on 9th February carrying blueprints for a Type IXC/40 U-boat, a sample of a German hollow charge, a quinine sample for future Japanese shipments, gun barrels and ammunition, three cases of sonar decoys, and documents and mail for the German embassy in Tokyo. Of strategic significance to the war in Asia, the U-boat also carried an important passenger: former Oxford University student Subhas Chandra Bose, the head of the anti-British Indian National Army of Liberation. The two submarines met on 26th April.

The next day, Bose and his group transferred from U-180 to I-29 and two Japanese officers switched in the other direction. The eleven tons of cargo followed shortly after. Once the exchanges were completed, I-29 turned eastward and U-180 turned back towards France. This experience was valuable to Kinashi when he, himself, finally set off for France in December 1943. In addition to his crew, he carried rubber, tungsten, tin, zinc, quinine, opium and coffee. He also had sixteen IJN officers, specialists and engineers on board. By 8th January 1944, the submarine had left Madagascar.

In early February, Kinashi received a signal from Germany to rendezvous with a U-boat that would upgrade I-29 with superior radar technology. On the 12th, he met U-518 southwest of the Azores. The Japanese submarine took aboard three technicians who installed a new FuMB 7 Naxos detector. Kinashi did not have to wait long to put his new equipment into action. While running along the surface off Cape Finisterre, Spain an RAF patrol plane equipped with a searchlight suddenly illuminated the water around I-29. Reacting with the decisiveness and speed gained through long experience, Kinashi crash-dived the submarine and escaped unscathed. Five days later, I-29 entered the Bay of Biscay, but Kinashi had arrived ahead of his escort and had to spend the night at the bottom of the sea. The next day, German forces escorted the Japanese submarine toward Lorient. Unbeknownst to Kinashi, however, he and his crew were not safe yet.

I-29’s schedule had been earlier decoded by the Allies. British aircraft were dispatched with the aim of sinking the submarine and its German escorts. They found the Yanagi mission off Cape Peas, Spain, but did not succeed in damaging I-29. Later that same day, the submarine and its escorts were attacked by more than ten Allied aircraft but, fortunately for Kinashi and his crew, all the bombs missed.

Cross-cultural encounters and Axis potential

After the two near misses, I-29 arrived at Lorient on 11th March and anchored safely next to Lieutenant Commander Max Wintermeyer’s U-190. Lorient was home to two U-boat flotillas, and the large number of veteran submariners set the scene for some lively cross-cultural encounters. On one occasion, German officers entertained the Japanese crew at a nearby bar. The bar’s rafters were inscribed with signatures of U-boat officers. Eager to get in on the act, I-29‘s Lieutenant Hiroshi Taguchi, Lieutenant Hideo Otani and several other officers added their own signatures to the rafters. After a 30,000 mile trip it must have felt good to make it to dry land and leave a mark of success!

The Japanese were treated to further German hospitality. Indeed, the entire crew were hosted at Château de Trévarez before a special train carried them onto Paris. While his crew enjoyed the sights, Kinashi travelled to Berlin and was decorated with the Iron Cross by the Führer himself. Ever the diligent workers, their German hosts busied themselves with the upgrades to I-29’s outdated anti-aircraft guns. They also loaded aboard:

  • A HWK 509A-1 rocket motor.
  • A Jumo 004B axial-flow turbojet.
  • Drawings of the Isotta-Fraschini torpedo boat engine.
  • Blueprints for jetfighters and rocket launch accelerators.
  • Plans for glider bomb and radar equipment.
  • A V-1 buzz bomb fuselage.
  • Acoustic mines.
  • Bauxite ore.
  • Mercury-radium amalgam.
  • Twenty more Enigma coding machines.

Hinting at the more frightening potential of greater Axis strategic collaboration, there is some evidence suggesting that I-29 carried a quantity of U-235 uranium oxide, one of the components needed to assemble an atomic bomb. Loaded with its vital military cargo, I-29 departed Lorient on 16th April.

On 14th July, I-29 passed through the Straits of Malacca and arrived at Singapore. Its passengers disembarked with their sensitive documents and proceeded by air to Japan. Most of the military cargo, however, remained aboard. Initially worried about the sub’s location, Allied code-breakers breathed a collective sigh of relief when they learned of I-29’s arrival in Singapore. Relief, however, quickly turned to alarm when an intercepted message between Berlin and Tokyo revealed the true value of the submarine’s cargo. Now alert to the terrifying potential of I-29’s mission, the Allies worked tirelessly to stop the submarine from reaching Japan.

The Allies were lucky when, on 20th July, Kinashi transmitted his proposed route for the last leg of the trip. The U.S. Navy deciphered the message, and the sub was sunk by torpedoes launched from the USS Sawfish. While the loss of the aircraft engines slowed the Japanese jet program, their blueprints, flown to Tokyo, arrived safely. They were used immediately to develop the Nakajima Kikka (orange blossom) and the Mitsubishi J8MI Shusui (sword stroke) – both based on German designs.

The sinking of I-52

Japan’s hope for further technological marvels now rested on Commander Kameo Uno and I-52, which had left Kure on 10th March 1944 (while I-29 was busy dodging Allied attacks near Brest). In its hold, Uno’s submarine carried strategic metals including molybdenum, tungsten, 146 bars of gold, as well as opium and caffeine. I-52 also carried fourteen passengers including engineers and technicians with ambitions of studying German weaponry. To avoid Allied spotter planes, Uno travelled submerged during the day and only surfaced at night.

After passing the Cape of Good Hope and entering the South Atlantic, on 15th May Uno sent his first message to Germany. By this time the British and Americans had broken the military codes of both Axis powers. Allied intelligence intercepted and deciphered Uno’s reports to Tokyo and Berlin, including his daily noon position reports. When I-52 entered the South Atlantic, the code-breakers quickly relayed its predicted route to a U.S. antisubmarine task force.

On 16th June, I-52 sent a coded transmission, giving its position away off the West African coast. The U.S carrier Bogue, equipped with fourteen aircraft, was ordered to track and destroy the sub. After arriving in the area where the Japanese were supposed to meet a German U-boat, the Americans began around-the-clock efforts to search for the Axis submarines. Although the skies were filled with American aircraft, Uno somehow managed to rendezvoused with Kurt Lange’s U-530 about 850 miles west of the Cape Verde Islands.

The Japanese commander welcomed a Lieutenant Schäfer on board to help navigate the last leg of his journey. Schäfer was accompanied by two petty officers who carried with them an improved radar. Bizarrely, the equipment fell into the sea during the exchange, but a dutiful Japanese crewman jumped in and managed to retrieve it. About two hours after meeting I-52, U-530 submerged and headed for Trinidad, leaving the three German officers aboard the Japanese sub. Again, we can only wonder how the two crews interacted with one another.

The day after his rendezvous with U-530, Uno, confident that he could take advantage of a stormy and moonless night to cloak his location, travelled along the surface in order to reach sooner the sanctuary of a German-occupied port. That evening, Allied forces picked up I-52 on their radar. Flares illuminated the area around the submarine and two 354-pound bombs were dropped, just missing I-52’s starboard side. Although Uno crash-dived and avoided the attack, his location was now compromised.

This game of submarine whack-a-mole could not go on forever. Sonobuoys, which detect underwater sounds, were deployed across a square mile of ocean. These were followed up with homing torpedoes which locked onto I-52’s propeller noises. After a long wait, the Allies heard a loud explosion. Another sonobuoy-torpedo combination later and the Allies got their desired outcome; a large oil slick at the site of the attack was spotted. Nearby, a ton of raw rubber bales bobbed along the surface of the water.

Meanwhile at Lorient, a German ship stood by ready to escort I-52, and diplomats scheduled to return to Japan waited anxiously for their ride home. With them at the dock were tons of secret documents, drawings and strategic cargo, which included acoustic torpedoes, fighter plane engines, radars, vacuum tubes, ball bearings, bombsights, chemicals, alloy steel, optical glass and one-thousand pounds of uranium oxide. The Germans also intended to improve I-52 with a snorkel. By 30th August, the Kriegsmarine finally presumed I-52 sunk.

The end of the Yanagi missions – a strategic oversight?

The question must be asked, why did the Yanagi missions stop? What happening to the initial excitement for military, scientific and strategic cooperation? The answer is a fairly simple one.

With the Americans closing in on the Home Islands and the final showdown of the Pacific war rapidly approaching, the IJN was compelled to devote every available resource to the defence of the Japanese mainland. After the failure of I-52‘s mission, it was no longer practical to send limited submarines on long, perilous journeys to Europe.

Reflecting back, what should we take away from the Yanagi missions? Although the missions are not remembered as much more than peculiar footnotes in the larger story of the Second World War, the threat of an exchange of nuclear materials and state-of-the-art technology was no doubt deemed important by the Allies – important enough for them to invest precious resources in locating, tracking and sinking the submarines before they could make their deliveries. The missions are scarcely known today, but at the time the threat they posed was clear.

The true importance of the Yanagi missions, however, lies in what I believe they represent. While we tend to think of their partnership as an uneasy ‘alliance of convenience’, the missions help us to imagine what Japan and Germany might have been able to achieve had they placed greater emphasis on joined-up, strategic coordination. Indeed, they represent a failure by the two Axis powers to think of the war beyond their own local, expansionist ambitions. Given the nuclear potential of the missions, we are perhaps fortunate that the Axis did not develop their partnership much beyond these largely overlooked submarine convoys.

What do you think of the Yanagi missions? Let us know below.

Now read Felix’s article on how Henry Ford tried to end World War One through diplomacy here.

Bibliography

https://en.wikipedia.org/wiki/Yanagi_missions#:~:text=The%20Yanagi%20missions%20were%20a%20series%20of%20submarine,with%20Japan%20%27s%20Axis%20partners%2C%20principally%20Nazi%20Germany.

https://www.warhistoryonline.com/instant-articles/japanese-and-germans.html

https://www.historynet.com/world-war-ii-yanagi-missions-japans-underwater-convoys.htm

https://www.history.navy.mil/about-us/leadership/director/directors-corner/h-grams/h-gram-033/h-033-1.html

https://www.booktopia.com.au/nazi-germany-and-imperial-japan-johanna-menzel-meskill/book/9781412846196.html

https://www.youtube.com/watch?v=6_4yaH6Y_hQ

Read more – on counterfactual history

https://camdenhistorynotes.com/2020/02/02/what-if-counterfactual-history/

Gavriel, R., 2002, ‘Why Do We Ask ‘What If?’ Reflections on the Function of Alternate History’, History and Theory, vol. 41, no. 4

Sustein, CR., ‘What If Counterfactuals Never Existed?’, The New Republic, 21 September 2014, accessed 27 February 2019, https://newrepublic.com/article/119357/altered-pasts-reviewed-cass-r-sunstein;

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In the early twentieth century, an age before cinema, audiences still wanted thrills. And following the Russo-Japanese War, there were a number of explosive re-enactments in America and the broader English-speaking world of that war. Doctor Robert Brown explains.

A drawing of a Japanese attack during the Battle of Mukden in the Russo-Japanese War.

In a 10 May 2022 article for the Guardian newspaper, ‘I almost got hit’ Ukrainian journalists recounted their stories of how the Russia-Ukraine war turned their personal and professional lives upside-down. Before the war, many such as Kristina Berdynskykh were civilian writers and reporters. However as the invasion began, these journalists found themselves on the front line of the biggest story in the world, and ‘they became war correspondents overnight’. They have done heroic and life threatening work, for which the Pulitzer prize board has already awarded them with a special citation.

One night in September 1905 a plucky local reporter for the Minneapolis Journal also took on the role of a war correspondent overnight. He bore witness to the most important siege of the Russo-Japanese war (1904-5), the bombardment of Russian held Port Arthur (Dalian) after a Japanese surprise attack. Furnished with a long army overcoat and cap, he was instructed to make his way up the Port Arthur battlefront.

After years of bitter contention between the Empires of Russia and Japan over control of the Liaodong Peninsula, Manchuria, Russia occupied the Peninsula and constructed Port Arthur naval base in 1897. This proved intolerable for Japan, and on 8-9 February 1904 they finally struck, as Admiral Togo launched a surprise attack on the Russian fleet anchored there. The engagement and ensuing siege quickly gained international status as a gruelling cauldron of modern battle. The spectacle of large naval battles and massive artillery duels became a focal point for media attention, commemoration, and later theatrical re-enactment.(1)

Japanese victory in the Battle of 203 metre hill, overlooking the city harbour, proved a turning point. From here artillery spotters directed a devastatingly accurate bombardment of the bottled up Russian fleet. Russia’s Pacific fleet was destroyed or interned, while the Japanese Army systematically mined and captured key Russian forts. The situation hopeless, Port Arthur finally surrendered.

Such was the hellish ferocity of the bombardment the reporter witnessed that night, that even after escaping unscathed, he, ‘dreamed all night of crashing shot and bursting shell, of sinking warships and whole cities in flames.’ The horror of such a spectacle stayed with him, and even a ‘pencil falling on the floor…and the slamming of a door’ would send him into a post-traumatic ‘hysteria’ of palpitations.(2)

A Carnival of Fire

However something was amiss. The buildings and warships were somehow made of canvas and wood rather than steel and stone, and the heavy ordnance, was a mixture of dynamite and nitro-glycerine. Those discharging explosives were not Russo-Japanese artillerymen and naval gunners, but some thirty pyro-technists co-ordinated by director Emil Capretz. Finally this was not at Dalian, but located deep in the heart of the American Mid-West at the Minneapolis State Fair in September 1905. Russia had surrendered Port Arthur in January 1905, and six months later the spectacle of the carnage was being eulogised to baying crowds.

In fact this was ‘Pain’s Port Arthur’, a centrepiece production of James Pain junior and his son Henry J. Pain. The Pain’s Port Arthur spectacles were specifically ‘modelled’ or ‘al fresco’ painted canvas panoramas simulating the Manchurian battle zone, set up outdoors in large pleasure gardens, sports fields or exhibition grounds. These outdoor panoramas were modelled much like a movie set with large props of wood and plaster, and offered the historical-narrative backdrop against which the massive fireworks displays took place for a viewing public.(3)

The Empire of Pain

The Pain’s in the late nineteenth and early twentieth century oversaw a sprawling continent spanning fireworks empire, the Royal Alexandra Palace Fireworks Company (shortened to Alexandra Palace Fireworks Company in the United States). Their American base of production was at the Greenfield, L. I. fireworks factory, New York. In addition to using their own 10,000 seat purpose built arena at Manhattan Beach, from 1904-6 the show visited Nashville, Chattanooga, St. Louis, Detroit, and Buffalo (New York).(4) On top of this, in addition to re-enactments in London and Manchester, UK, James Pain Junior presided over an ambitious tour of the ‘Port Arthur’ spectacle throughout Australia and New Zealand, stopping off at all the state capitals of Australia in addition to smaller venues. In 1904-5 director Mr. T. Gaunt, operating under the Pain franchise, was still touring this war spectacle around New Zealand to enthusiastic audiences, warm reviews, and aggressive newspaper advertising.

Before 1904 the Pain Company already had a fine tradition for battles and sieges. Although biblical themed glories and disasters such as Last Days of Pompeii were roaringly popular, Manhattan Beach audiences were fed a rich diet of nineteenth and twentieth century conflicts, and particularly sieges. The Siege of Vicksburg in the American Civil War, the Siege of Sebastopol in the Crimean War, and even the burning of Moscow by Napoleon in 1812 among others proved consistently popular. The American bombardment of Tripoli against the Barbary Pirates was specifically more popular with American audiences.(5)

This activity points to a massive public appetite for simulated mock warfare in the pre-cinema era. To historian’s frustration, the ephemerality of these spectacles obscures their importance in the historical record. Firework panoramas and scenery were designed to be destroyed or thrown away. Poor record keeping in the Victorian and Edwardian entertainment business means that often all that survives are the newspaper advertisements and the odd precious event program.

Madison Square Carnage

For all the decades of frenzied advertising and glowing reviews across the English speaking world, in reality Pain’s as a global fireworks empire had been living on borrowed time. At around 10pm on the night of the 4 November 1902, at the celebrations of the election of William Randolph Hearst as New York congressman, a gigantic fireworks explosion had ripped through Madison Square, and decimated a nearby crowd of people watching Pain’s performance. An inquest was immediately set up, and ten of Pain’s employees were arrested.(6)

The ‘Madison Square Disaster’ killed fifteen and injured over a hundred, and left a trail of carnage, with blood and pieces of flesh littering the ground for a two block radius.(7) The investigation initially blamed Mayor Low and the Board of Aldermen for approving an ordinance on 25 October, to allow the display of fireworks within the city of New York until the 10 November.(8) However three parties were claimed to be liable. Hearst himself had through his agent arranged the firework display, and the Pain Fireworks Company employees had set off the explosion. In the end the City of New York, according to the Brooklyn Daily Eagle, had to pay out over half a million dollars in damages.(9) In August 1904, again one of Pain’s workers died in an explosion in the combustible chemicals mixing shed at the Manhattan Beach grounds.(10)

After the disaster Henry Pain was showered with lawsuits. The technical deadline to compensate the dead and injured was 1911, but by that point Henry’s assets had been devalued by the accident, and he had insufficient funds. Leaving the United States to avoid arrest he sold the company to Central Fireworks who had previously been a partner. A holding company with several other firework manufacturers under their wing, they eventually sold Pain’s America to the Unexcelled Firework Company. Pain’s pyrotechnics largely came to a halt when the First World War was declared in 1914.(11) The Company does continue to operate to the present day as Pain’s Fireworks, based in Salisbury, England.

Conclusion

Much as with the Russia-Ukraine war, the Russo-Japanese war elicited a flurry of sympathisers, sceptics and charlatans across the western world and other bystander nations interpreting and tracking the conflict for their own commercial or geopolitical ends. Commercial interests in particular drove the Russo-Japanese war to loom large in the Western imagination. Edwardians were raised on a diet of escalating great power rivalry exacerbated by the British Harmsworth newspaper company’s campaign to propagate Germanophobia among the British public. Hysterical future war fiction such as William Le Queux’s million-copy selling The Invasion of 1910 (1906) imagined a German attack on London and H.G Wells’ The War in the Air (1908) explored frightening new weapons technologies. In this cultural atmosphere the spectacle of all out mechanised war in Manchuria shifted tickets and memorabilia like nothing except the major cricket or football fixtures. The war was narrated and even objectified by creative and savvy entrepreneurs throughout the English speaking world even as the conflict was progressing.

Through the Pain family’s bombastic firework re-enactments of the siege of Port Arthur, the article explored a snapshot of pre-cinema culture which sought to provide audiences with unsubtle yet fascinating simulacrum and mock warfare. In 2022, Japan supported Ukraine and joined in imposing sanctions on Russia. Entangled with the ongoing Russo-Japanese dispute over possession of the Kuril Islands, tensions have been turned up into downright antagonism once again. A Japanese Ministry of Foreign Affairs official, Hideki Uyama, even compared Russia’s invasion of Ukraine to the occupation of the islands. At the very least then diplomatic fireworks between the two powers are back on the playbill.

What do you think of the pyrotechnic re-enactments? Let us know below.

Now read Robert’s article on the Liverpool City Council investigation of the Chinese community here.

References

1 R.M Connaughton, p.115

2 The Minneapolis Journal (Minneapolis, Minnesota) · Fri, Sep 8, 1905 · Page 20

3 Mimi Colligan, Canvas Documentaries, p.142

4 The Chattanooga News (Tennessee) 16 May, 1905, St. Louis Globe-Democrat (Missouri) 3 November, 1904, The Yale Expositor (Michigan), 1 September, 1905, Nashville Banner (Tennessee) 22 May, 1905, Buffalo Morning Express and Illustrated Buffalo Express (New York) 11 July, 1905

5 Brooklyn Daily Eagle, 28 August 1904

6 The Brooklyn Daily, 5 November 1902

7 The Brooklyn Daily, 5 November 1902

8 Ibid

9 The Brooklyn Daily Eagle, 2 December 1902

10 The Brooklyn Daily Eagle, 24 August, 1904

11 Ralph Hyde, Dictionary of Panoramists of the English-Speaking World (2015, unpublished, but donated to the The Bill Douglas Cinema Museum)

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There are many sites where you can see the darker side of human history in Europe. Here, Jennifer Dawson considers some such sites - and why it is important for them to detail terrible events sensitively.

Grbavica, a neighbourhood in Sarajevo, in March 1996.

Through organizations like the EU, Europe has managed to keep conflicts to an absolute minimum since the end of World oWar 2. However, life wasn’t always as pleasant. Both world wars created unprecedented levels of fatalities, and the entire history of the continent, spanning back as far as written history exists, is one of almost non-stop conflict. As a result, there is a huge amount of dark history to be experienced in Europe, and due to the desire and ability of many nations to preserve and present that history, it can be explored in an ethical and in-depth manner.

Auschwitz, Poland

World War 2 is the bloodiest conflict in history. Not only did many individuals lose their lives in military fighting, but the total war nature of the conflict meant that tens of millions of civilians died, too. Many of these civilians were murdered in genocides and other ideological killings. The relative recency of the conflict has made it relatively straightforward to preserve historical sites, and that makes it easier to explore them via tourism. Furthermore, whereas some dark tourism - where places of historic relevance are explored through tourism - can be unethical, many of the most important WW2 monuments have been maintained sensitively. A notable example of this is at the Auschwitz concentration camp memorial, near Oświęcim, Poland. Tourists are provided with a guided tour of the entire work camp, Auschwitz, and Birkenau. It is a shocking but educational experience.

Siege of Sarajevo

Sarajevo is a city that has seen a long history of conflict, yet has endured to become one of the most beautiful places in Europe. Arguably the place where east-meets-west, it’s a melting pot of Islam, Christianity, and many ethnicities and nationalities. It was also the namesake of the Siege of Sarajevo, which at 1,425 days, was one of the longest modern sieges. According to a study published on Taylor & Francis Online, the battle sites and memories of the war, and the dark period it encompassed that involved ethnic cleansing, have been sensitively maintained to provide a thought-provoking experience.

Pripyat, Ukraine

No conversation on dark tourism can be complete without a nod to Pripyat - not least because there still remains some level of danger. Pripyat is the town attached to the Chernobyl nuclear power plant, the reactor of which experienced an accident which caused major repercussions within the then USSR and internationally. While Ukraine is currently off-limits due to the ongoing conflict there, in times of peace, Pripyat has a burgeoning tourist industry with rigorous safeguards against the still-radioactive environment there. It’s a place to experience the darker side of human engineering, and a cautionary tale in the current age of rapid, ceaseless innovation.

Experiencing the world through dark tourism is a great way to take an alternative view of the world and its history. It enables you to get in close with history. However, it does need to be accomplished sensitively - but, to date, that’s just what most sites have done.

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The concern with workplace health and safety and workers' rights has been discussed for decades. Throughout British history, there have been many attempts by workers, to create unofficial trade unions to improve their working situation. During the Coronavirus pandemic (COVID-19), the question of whether our working environments are safe, necessary and improve an individual’s productivity has been asked. The pandemic saw many people begin the transition into the work from home (WFH) structure as many offices and buildings could not cater to social distancing measures, efficient ventilation or isolate the spread of disease. Of course, many were unable to transition to a WFH strategy and had to continue to travel to their place of work. Organisations were faced with the challenge of managing the spread of disease, protecting workers from illness, and work productivity.

Health and safety in the workplace is not a new phenomenon brought about by the pandemic but one that is rooted in British history. Workers endured gruelling labour and toil with poor living and working conditions, with a lack of government reform to protect workers and their families from injury or even death. It was not until the Health and Safety at Work act of 1974 that was introduced to protect workers and their rights. Although throughout the nineteenth century, there was a gradual progression towards improving the working lives of many Victorians, for example, the Factory Act in 1833. This article explores how the living and working conditions of seamstresses in nineteenth-century west end London became pushed into public discussion and Parliament's reluctance to pass reforms to ease the lives of seamstresses.

Amy Chandler explains.

Seamstresses in 19th century France.

The distressed seamstress

The industrial revolution took place between 1760 – 1840 and transformed the UK in many ways from the increased number of factories, trade, pollution, and a decline in living conditions. The industrial revolution also increased the chances of developing new illnesses from poor living conditions and lack of sanitation policies. London expanded rapidly and offered a new life for people in the city to find opportunities and employment, however the reality was bleak. Many found it hard to find work and earn enough money to stay in accommodation. Options were bleak, and many women resorted to prostitution or ended up in workhouses; some women were forced into prostitution to earn money on top of their daily employment. During the Victorian period, sewing was seen as a feminine quality and a skill taken up by women of all classes. The occupation of a seamstress was taken up mostly by working-class women and some upper-class women who were unable to become governesses, to support themselves and their families.

The image of the distressed seamstress became a cause celebre, which meant a controversial figure that attracted public attention and interest. The image of the distressed seamstress frequented art and literature in the nineteenth century with Thomas Hood’s famous poem Songs of the shirt 1843, depicting the plight of seamstresses as “fingers weary and worn, With eyelids heavy and red. A woman sat in unwomanly rags, plying her needle and thread”.(1) Hood’s poem continues throughout twelve stanzas revealing the plight of the living and working conditions of the life of a seamstress. Other literary figures attempted to shed light on the lives and hardships of the seamstress, such as Richard Redgrave. Hood’s poem inspired Redgrave to illustrate the figure of the seamstress as a pitiful and lonely figure with no escape to a better life or improved living and working conditions.

The death of seamstress Mary Walkley

In 1863 the course of how seamstresses were viewed changed forever after the death of a seamstress named Mary Walkley, “a workwoman in the employment of Madame Elise, described as Court Dressmaker, of 170, Regent Street”.(2) Women worked all day and night to complete orders, especially during London’s busy social season between April to June, when young women, often called debutantes, would attend social events in hopes of securing a marriage with a wealthy suitor.(3) After investigation, Walkley’s death was caused by “long hours of work and insufficient ventilation” and urgent calls for government officials to “establish by law regulation that might prevent the occurrence of such evils as this case brought to life”.(4)

Walkley's death in 1863 highlights the poor living and working conditions for seamstresses and is an example of what conditions women endured to survive in Victorian London. This particular case caused public outcry and awareness of the shocking conditions in the sweat industry, and there was no parliamentary legislation to change the situation, but public awareness and concern became apparent. Walkley’s case had a public inquest where Dr Lankester assessed the working and living environments. Lankester concluded the overcrowding and lack of ventilation for the number of workers in the space “open[s] up the whole question of the interior conditions of the workshops, workrooms, and sleeping rooms of the metropolitan workpeople”.(5) This situation also raised many questions regarding the “number of hours that persons may be employed in sedentary occupations in ill-ventilated rooms”.(6) Lankester’s report suggested the urgent need for parliamentary legislation to enforce sufficient ventilation and regulation of working hours, as “establishments like those of Madame Elise” were not uncommon throughout London.(7)

The death of Walkley and worker's rights for seamstresses were debated in great depth in the Houses of Commons, for example, Mr Dawson raised the humanitarian concern regarding their work. Dawson asked Parliament to consider if government officials “would give their support to a Bill for defining and limiting the hours of labor, and regulating and inspecting workrooms, alike in the interests of humanity as for the sake of sanitary precaution?”.(8) The debate of Thursday, 25 June 1863 also questioned: “why these establishments should not be placed under proper regulations” such as hours, registration and inspection that were mandatory law for places of employment such as factories, mines, and bakehouses.(9) This case never caused a change in legislation despite public outcry and dress shop owners who desired Parliamentary legislation to reform and recognise the hardship that many endured. Owners of dressmaker shops, like Madame Elise, did have some authority to make changes for their workers, but these were down to personal discretion. Many owners could not afford to regulate working hours as they could lose business to their competitors.

The working class had limited options in terms of choice of occupations due to socio-economic factors. Many workers ended up in the workhouse or following a life of prostitution to survive. Therefore, for working conditions to improve, the authority for change was in the hands of a handful of individuals who were hesitant to pass reforms. Despite there being no official legislation passed, the case of Walkley and the public debates surrounding her death did cause a shift in the public perception of seamstresses. Parliamentary transcripts are evidence of government officials' awareness of the significant difference in workers' rights, such as in factories. Parliament passed reforms to improve the health and safety of workers in factories, such as the Factory Acts of 1833, 1847 and 1850.

After Walkley’s death hit the press, there were questions from the public asking whether Madame Elise, as the owner, should be punished for her ill treatment of workers that contributed to Walkley’s death. This case highlighted a moral dilemma for many employers, as demonstrated by Parliament questions. Sir George Grey emphasised that “masters and mistresses, who are liable to provide for their apprentices food, clothing, and lodging, and have wilfully omitted to do so, are subject, upon conviction, in cases where there has been danger to life or permanent injury to health, to very severe punishment.”(10) Grey shifts the blame from the employee onto the employer for their negligence and ill-treatment of their workers.”(11)

Furthermore, the press reported the general public’s disgust of the working and living conditions.(12) One publication stated that the blame for Walkley’s death was Madame Elise and her debtors, such as duchesses and countesses, where workers were “overworked and poisoned” in Madame Elise’s establishment.(13) The report suggested that these debtors were “often answerable for moral privation and misery” by their “heedlessness and carelessness [… had] often been the cause of many weary hours night work to these poor girls”.(14) The blame was focused directly on the employers and the upper-class customers who placed the social season above public health. Arguably, the upper classes should have gained a conscience and concern for the establishments that they frequented. Madame Elise was unpunished for her negligence, but this situation questioned how workers were badly treated and unprotected by legislation that could ensure workers were protected from injury and death in a place of employment.

Calls for change

Public awareness of the seamstress industry continued to surge in 1906 with The Sweated Industries Exhibition organised by the Daily News. The exhibition aimed to “highlight ‘the evils of sweating’ ” and the public response and attendance were “unprecedented”.(15) The exhibition attempted to create awareness about the poor working and living conditions of seamstresses, whether they worked in a dressmaker’s shop or at home. This exhibition took place over forty years after the Walkley case and illustrates how slow progress for workers' rights, health and safety and reforms were during the nineteenth century. Much Parliamentary legislation and employment rights we are familiar with today took decades to reach the standard that protects workers from exploitation. Therefore, it took over forty years after the Walkley case for the plight of seamstresses to be taken seriously by Parliament and the general public with legislation achieved in 1909 with the establishment of the Trade Board Act that “introduced a legally enforceable minimum wage”.(16)

The Trade Board Act (later renamed the Wages Council in 1945) aimed to regulate the wages for workers in sweated industries such as seamstresses. Board members were representatives of the workers, such as trade unionists, representatives of the employers and government-appointed members. The council had an equal number of representatives from workers and employers and the government-appointed members were fewer.(17) The board proposed the minimum living wage and regularly adjusted the wage based on the state of trade and the cost of living.(18) However, there were ways for employers to avoid having to pay minimum wages through persuading the board that a worker was incapable of performing their expected work through gaining permits for workers with physical or psychological disabilities.(19) During a debate of the Trades Board Act 1909, the extent to which sweated industries suffered was revealed to Parliament. The debate highlighted that workers endured “excessive hours of labour and insanitary state of houses” and that “the earnings of the lowest classes of workers are barely sufficient to sustain existence”, resulting in “ceaseless toil, hard and often unhealthy” work.(20) The legislation proposed in this debate attempted to change working conditions and emphasise that the current wages were insufficient to sustain a healthy lifestyle. Despite this evidence exposing the exploitation of seamstresses, Parliament still were reluctant to pass bills that would even marginally improve the life of seamstresses.

Conclusion

In conclusion, the life of a seamstress was slow to change, and legislation was well overdue, in comparison, to progressive change in working conditions for other occupations such as factories. The seamstress was integral to London’s social season and everyday life but was neglected by Parliamentary reform. The image of the distressed seamstress was not confined to the shadows in Victorian London but dragged into the public sphere where the general public attempted to change working and living conditions. In contemporary society, we have an ever-growing issue with the rise of fast fashion that exploits their workers in order to manufacture at a fast pace to ‘cash-in’ on popular catwalk trends.(21) In the same way that London’s social season exploited seamstresses to produce dresses to wear once and never again. Dress shop owners like Madame Elise used the social season as a way to ‘cash in’ on the hysteria of London’s social events and high demand for custom made gowns. The exploitation and high demand of popular trends mirrors the similar problems experienced in the Victorian era. Today, public awareness and the development of social consciousness have caused a shift in products becoming sustainable and ethically sourced to reduce the exploitation of workers overseas.

What do you think of the article? Let us know below.

Now read Amy’s article on the Great Stench in 19th century London here.

Bibliography

Crumbie, A. ‘What is fast fashion and why is it a problem?’, Ethical Consumer, 5 Oct 2021 < https://www.ethicalconsumer.org/fashion-clothing/what-fast-fashion-why-it-problem >.

Fleming, R. S. ‘ “Coming out” During the Early Victorian Era: about debutantes’, 9 May 2012, Kate Tattersall Adventures < http://www.katetattersall.com/coming-out-during-the-early-victorian-era-debutantes/ >.

Harris, B. ‘Gender Matters’, The Victorian Web, 10 Dec 2014 https://victorianweb.org/gender/ugoretz1.html .

HC Deb 23 June 1863, vol 171, cols 1316.

HC Deb 25 June 1863, vol 171, cols 1433.

HC Deb 25 June 1863, vol 171, cols 1434.

HC Deb 28 April 1909, vol 4, cols 343.

Hood, T. ‘Song of the shirt’, The Victorian Web, 16 December 1843 https://victorianweb.org/authors/hood/shirt.html .

Matthews, M. ‘Death at the Needle: The Tragedy of Victorian Seamstress Mary Walkley’, Mimi Matthews, 20 Sept 2016 https://www.mimimatthews.com/2016/09/20/death-at-the-needle-the-tragedy-of-victorian-seamstress-mary-walkley/ .

Sun. The Case of Mary Anne Walkley. The British Newspaper Archive (26 June 1863).

Warwick Library, ‘The Sweated Industries Exhibition, 1906’, Modern Records Centre, 15 Feb 2022 https://warwick.ac.uk/services/library/mrc/archives_online/digital/tradeboard/1906/.

Warwick Library, ‘What were trade boards?’, Modern Records Centre, 15 Feb 2022 < https://warwick.ac.uk/services/library/mrc/archives_online/digital/tradeboard/boards/ >.

Yorkshire Gazette, ‘The London Seamstress’, The British Newspaper Archive (27 June 1863).

Bibliography

1 T, Hood, ‘Song of the shirt’, The Victorian Web, 16 December 1843 https://victorianweb.org/authors/hood/shirt.html [accessed 26 April 2022].

2 HC Deb 23 June 1863, vol 171, cols 1316.

3 R. S, Fleming, ‘ “Coming out” During the Early Victorian Era: about debutantes’, 9 May 2012, Kate Tattersall Adventures < http://www.katetattersall.com/coming-out-during-the-early-victorian-era-debutantes/ > [accessed 2 May 2022].

4 Sun. The Case of Mary Anne Walkley. The British Newspaper Archive (26 June 1863).

5 Sun. The Case of Mary Anne Walkley. The British Newspaper Archive (26 June 1863).

6 Sun. The Case of Mary Anne Walkley. The British Newspaper Archive (26 June 1863).

7 Sun. The Case of Mary Anne Walkley. The British Newspaper Archive (26 June 1863).

8 HC Deb 25 June 1863, vol 171, cols 1433.

9 Ibid.

10 HC Deb 25 June 1863, vol 171, cols 1434.

11 Ibid

12 Yorkshire Gazette, ‘The London Seamstress’, The British Newspaper Archive (27 June 1863).

13 Ibid

14 Ibid

15 Warwick Library, ‘The Sweated Industries Exhibition, 1906’, Modern Records Centre, 15 Feb 2022 < https://warwick.ac.uk/services/library/mrc/archives_online/digital/tradeboard/1906/>[ accessed 25 April 2022].

16 Ibid.

17 Warwick Library, ‘What were trade boards?’, Modern Records Centre, 15 Feb 2022 < https://warwick.ac.uk/services/library/mrc/archives_online/digital/tradeboard/boards/ >[accessed 2 May 2022].

18 Ibid.

19 Ibid.

20 HC Deb 28 April 1909, vol 4, cols 343.

21 A, Crumbie. ‘What is fast fashion and why is it a problem?’, Ethical Consumer, 5 Oct 2021 < https://www.ethicalconsumer.org/fashion-clothing/what-fast-fashion-why-it-problem >[accessed 3 May 2021].

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By the latter half of the 17th century, the rule of Spain in the New World was reaching 200 years. Times were changing, both in the New World and in Europe, and the leaders of Spain knew it. Their problem was what to do about it. Spain had never had a coherent policy in its imperial rule. Since 1492, Spain was seemingly constantly at war, with an endless series of crises thrown into the mix. Solutions had to be found for the here and now, the future would take care of itself.

In this major series of articles Erick Reddington starts his look at the independence of Spanish America by considering how Spain ruled its vast American territories.

King Felipe V of Spain in the 1720s.

Spain was both blessed and cursed by its enormous New World Empire. Stretching (theoretically) from nearly the Arctic Circle to Tierra del Fuego, this was a land mass over 6,000 miles long. Contained within were millions of people, natives, slaves, and colonists. Wealth unimagined in 1491 was under the control of the Spanish. Every year, the West Indies Fleet, also called the Treasure Fleet, would cross the Atlantic and bring gold, silver, and raw materials to Spain. So much gold had crossed the Atlantic that it had caused runaway inflation several times. The Potosi mine in modern day Bolivia produced more silver than any other mine in history. Sugar and tobacco were grown throughout the Spanish Caribbean Basin. These consumer products were then exported for fabulous profits. Wool was grown and shipped to Catalonia for finishing in textile mills there.

These blessings show the problem with the Spanish view of their empire. Despite the incredible wealth and large population base, the empire was seen by Spanish authorities in Madrid as a cow to be milked, not as a flower to cultivate and help blossom. The empire existed to provide the government with mineral wealth and raw materials to fuel strength and power projection for Spain’s many foreign wars and domestic crises. There was little thought given to investing the vast amounts of New World wealth into improving Spanish infrastructure or national wealth. There was even less thought given to improving the empire except where it would lead to immediate increases in wealth extracted. All trade had to flow to Spain. Trade with any other country by the empire directly was forbidden. So many slaves needed to be imported because it was deemed cheaper to work them to death and buy new ones rather than care for them as human beings. Disease was so rampant amongst everyone in the empire that life seemed cheap and transitory; therefore, it was important to get what one could now, and tomorrow could take care of itself.

From Hapsburg to Bourbon

In 1700, the last Hapsburg king of Spain, Charles II, died. He willed his crown to the French Prince Phillippe of Anjou, who became King Filipe V. When Filipe went to Spain, he brought with him several advisors whom, he hoped, would help him make the Spanish Empire more efficient. What they found was appalling. The Spanish government was run by a series of nearly ad hoc committees, rather than government ministries, which was common throughout Western Europe. Tax collection was inefficient and corrupt. Overall corruption was so rampant that it was an expected supplement to meager and irregular salaries. Piracy was rampant. The colonial military was corrupt, untrained, poorly supplied, and totally incapable of all but the most basic of military needs. The French who had followed Filipe V to Spain knew the imperial structure was bad, but they had no idea how bad it really was. Things had to change. Spain’s empire was a giant with feet of clay.

Filipe V was prevented from making many major changes due to the War of Spanish Succession and the need to secure his right to the throne. Once the war was done, he and his successors would embark on a series of reforms lasting several decades with the intent of strengthening the empire before it was too late. Later called the Bourbon reforms, this was a drive to improve infrastructure, agriculture, commerce, and shipping in Spain itself and in the empire. The inefficiencies of the past were to be left behind, and the French mercantilist economic principles of Jean-Baptiste Colbert would strengthen Spain and bring back her glory.

Mercantilism Now!

Mercantilism as an economic theory was all the rage in the 18th century. The idea that national wealth could best be preserved through having a positive balance of foreign trade seemed obvious at the time. Imports were to be discouraged through high tariffs and domestic manufacturing. Exports were encouraged by the state to increase the flow of foreign wealth into the country. Domestic industry was to be encouraged through state subsidies and direct intervention in the economy by the state. Thus, the whole nation would be wealthy. This is an oversimplification, but for our purposes, this is the gist of what these economists wanted.

The wealth of the nation, or economic prosperity in modern parlance, was not the goal of mercantilism, at least for the Bourbon Reformers. National wealth was only a means to an end. Strengthening the state and providing the economic basis for the projection of power, both politically and economically, was the end goal. The reformers of the Bourbon dynasty saw that the Spanish Empire had all the elements needed for massive economic prosperity and national strength. There was little coherence in policy and strategy. Their brand of economic philosophy would change that in their view. It was the rational thing to do.

Rationalizing Government

The rational thing to do. Rationalism was all the rage in France in the 18th century. From society and the structure of the state to individuals and human relationships, everything in life could be reordered based upon the principles of rational thought. This movement was part of the enlightenment. Although many of the enlightenment tenets regarding freedom and secularism did not reach Spain along with the Reformers, many of the ideas of rationalism were imported from France. This is partially why the Reformers were so appalled at the inefficiencies of the Spanish imperial structure. The belief that people respond to logical, rational principles meant that the vast wealth of Spanish America could be harnessed if the right ideas were implemented. The first step was a rationalization of the law.

Law in the Spanish Empire was a dizzying layer upon layer of laws passed by the Cortés, royal decrees, decrees of the Council of the Indies, and local decisions made by administrators over the centuries. Jean de Orry, an advisor brought by Filipe V from France, focused on streamlining the tax collection system to reduce corruption and increase revenues flowing into the treasury. The position of Intendant was created on the French model. Intendants were appointed for every province to have a direct representative of royal power. Cardinal Alberoni, Orry’s successor neutered the Council of the Indies to eliminate a rival power source and reduce that body’s corruption. Within Spain itself, the ancient internal divisions amongst Castile, Aragon, and other sub-regions were eliminated, thereby spreading a financial burden which previously had only fallen on Castile.

One area of primary importance was rationalizing trade. As good mercantilists, increasing the amount of legal trade was of the utmost importance. This meant, of course, eliminating illegal trade. Since regulating hundreds or thousands of small firms was difficult, granting large-scale, sweeping monopolies not only would help streamline regulation, but it would also give the powerful monopoly holders an enormous incentive help the government stamp out illegal trade and endemic piracy. These monopolies would, in time, grow into large corrupt organizations themselves, which would fuel a large amount of colonial dissatisfaction, but this would be in the future.

Military reform was also on the Reformer’s agenda. This would be one of their biggest failures. The military establishments in the colonies were embarrassments. Even in Europe, military service attracted only the most desperate. Few were willing to accept poor pay, brutal discipline, and the prospect of death unless there was no other choice. In the empire, where the lowest classes were tied to the land through slavery or the hacienda system, and other classes had economic opportunities, the talent pool to recruit from was shallow at best. Spanish-born officers sent to the Americas, called Peninsulares,were hostile and dismissive to those born in the New World. The Criollos, those of Spanish descent in the Americas resented the hostility of their social betters. Since Peninsulares made up the highest ranks of the military while Criollos were the junior officers, this was a mix for disaster. This racial tension led to another problem.

Racial Caste System

In Spanish America, race was a much different concept than it is in the 21st century. Within the empire, there was a mix of peoples. Native Americans were the original inhabitants. Thousands of tribes spread over thousands of miles each with their own language and culture. Their numbers were reduced dramatically by the introduction of European diseases after first contact. Population was further reduced by the heavy-handed attempts at enslavement. Throughout the empire, there were constant battles with the natives, with small scale raids common. Tribes from the outskirts of New Spain such as the Pueblo to the Araucanians in the southern Andes provided a source of trade and converts as well as allies against other tribes. Relations with the tribes was complex and difficult at the best of times.

With the failure of attempts to mass enslave the Native Americans, another labor source needed to be found. Sugar, the primary agricultural source of wealth, and mining are very labor intensive. There were not enough colonists to do the work, so the Spanish as well as the other colonial nations, began importing Africans to work the plantations and the mines. Slaves were captured along the coast of Africa from what were called factories or purchased from African tribes willing to work with the colonial powers. After being processed, they were packed aboard ship and sent to the New World in appalling conditions along what was later termed the Middle Passage. Since the cost of slaves was so low, it was in many cases cheaper to import more slaves than provide care to those already purchased. This exploitation of an entire people would have consequences up to the present day. Fears of slave rebellion would influence Spanish law and military policy. The monopoly on the slave trade, the asiento, was a major source of resentment by those who lived in Spanish America and was also a diplomatic chip the Spanish used in influencing foreign policy decisions. No one asked the slaves what their opinion was of the asiento.

Spanish attitudes toward racial mixing were not strict. Since most of the colonists who came to the New World were male, there was a shortage marriage partners for these men. Since nature will always find a way, very quickly a new racial group arose, called mestizos. Mestizos were multi-racial people descended from a mix of Spanish, Native American, and/or African parentage. Existing in a place above Natives and slaves, the Mestizos occupied a strange place in colonial society. They were free people in the legal sense of the term, but they faced a great deal of racial discrimination due to their mixed parentage.

Above the Mestizos were the Criollos. These were people who saw themselves as “pure” Spanish but were born in the Americas. Over time, these people came to accept many of the tenets of the enlightenment and believed that they should have the same rights and privileges as Spanish-born Peninsulares. Although legal restrictions on Criollos were few, the growing resentments of this class caused these few restrictions to be blown up into some of the major issues that would lead to the later revolutions.

At the top of the heap were the Peninsulares. They were Spanish-born and therefore saw themselves as the natural leaders of Spanish America. Usually they were wealthy landowners, military officers, or government officials. Many had no intention of making the New World their permanent home. They were in the Americas to make their mark or build their fortune, then retire back in Spain. The haughty attitudes and entitled place in society caused resentment among all the other classes.

Effects of the Reforms

The Bourbon Reforms were a mixed bag. The mainstream view that the reforms were a direct cause of the later revolutions. The reforms while good intentioned, had the effect of preventing the development of the colonies economically and politically for the benefit of Spain proper. The resentment the reforms engendered, together with the racial resentments against the Peninsulares, led to revolution. This ignores the other social and political events happening in Spanish America and the world as a whole.

By the end of the 18th century, the French Revolution had taken the principles of the Enlightenment and attempted to put them into action. Rhetoric about the freedom of peoples and the rights of man exploded out of France and arrived on the shores of the Spanish Empire. The American Revolution provided inspiration to many in the New World. It also stoked fears in the Spanish colonial authorities that the events of Saratoga and Yorktown could be repeated.

New ideas, wars, revolutions, and economic changes would all combine to make the Spanish colonial situation a volcano ready to explode. To understand fully why, it is important to look at the individual colonies. Next time, as a prelude to the Wars of Independence, we will take a tour of Spanish America and the four Viceroyalties that governed the empire. Each one had their own unique conditions, peoples, cultures, and reasons for discontent.

What do you think of Spanish America? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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On March 25, 2021, the Modern Greek State celebrated the 200th anniversary of the War of Independence, which ultimately led to its establishment. It is thus an excellent opportunity to reconsider some of the main events of Greek history over these 200 years and how they shaped the character of modern Greece.

This series of articles on the history of modern Greece started when the country was celebrating the 200th anniversary of the War of Independence. There was not much to celebrate one hundred years earlier though, when the first centenary was completed. Indeed, in 1922 Greece suffered probably the worst catastrophe of its modern history. Its origin can be traced back to after the triumph of the Balkan Wars. Thomas Papageorgiou explains.

You can read part 1 on ‘a bad start’ 1827-1862 here, part 2 on ‘bankruptcy and defeat’ 1863-1897 here, and part 3 on ‘glory days’ 1898-1913 here.

King Constantine I of Greece in the early 1920s.

I After the Balkan War was over

Defeat is an orphan, whereas victory is claimed by many fathers. King Constantine and his entourage of officers at the general staff, blamed by the Military League for the defeat at the Greco-Turkish of 1897, (Papageorgiou, History is Now Magazine, 2021) saw their redemption at the triumph of the Balkan Wars. Their approach though was that of complete denial of any credit to the prime minister Venizelos. The latter and his environment, similarly, but more moderately, exalted their contribution against the deficiencies of the pro-royals. (Malesis, 2017)

This was a rather petty quarrel and a bad sign for the future in view of the effort required to integrate the recently acquired territories. Significant minorities (the census of April 1913 shows that in Thessaloniki, for example, out of the 157,000 inhabitants, 39,956 were Greeks, 61,439 Jews, 45,867 Muslims, 6,263 Bulgarians and 4,364 Europeans and other ethnicities) (Papadakis (Papadis), 2017) constituted a potential problem that could be solved neither easily nor quickly. Furthermore, efficient exploitation of the new lands required the build of infrastructure in areas recently devastated by war. The fiscal sufficiency though was slim. By 1913, expenses for military operations amounted to 411,485, 000 drachmas in addition to 280,000,000 of collateral costs. The nation’s public dept had risen by 755,000,000 drachmas. These were dizzying figures considering the state of the Greek finances at the time (GDP before the war is estimated at 735,000,000 drachmas).

The prevailing expectations in Western Europe about the future of the Greek State, after its victorious military campaigns, allowed for the takeout of a 500,000,000 francs loan in February 1914, under favorable terms, to settle the pending depts. Nevertheless, the budget of the same year amassed a deficit of 170,000,000 drachmas, while immediate needs to be covered (not included in the budget) were estimated at over 300,000,000 drachmas. Thus, even before the outbreak of the First World War, issuance of the whole 500,000,000-franc loan proved impossible. The government turned to the National Bank and internal borrowing to supplement the required funds.

In any case, the needs could not be met with continuous borrowing. Payments of salaries and pensions were not being made on time and this gave room to the opposition to criticize the government. Even basic military needs, like the supply of food to the army, were only possible thanks to the advances from the National Bank. (Kostis, 2018)

II The First World War (WWI)

Thus, the outbreak of WWI found Greece facing significant challenges. These suggested that staying neutral was probably the most preferable option. At the beginning of the war, this was also the preference of the Central Powers and the Entente. Both were wooing Bulgaria and the Ottoman Empire to join their ranks and taking up their foe during the Balkan Wars could hinder their efforts. King Constantine favored neutrality also for strategic reasons (exposure to a possible naval blockade by the British Empire in case of an alliance with Germany). (Rizas, 2019)

On the other hand, Greece was bound by an alliance with Serbia (Papageorgiou, History is Now Magazine, 2022) which was under attack from Austria-Hungary since July 1914. Furthermore, when the Ottomans and Bulgarians signed treaties of alliance with Germany in September 1914 and September 1915 respectively, (Glenny, 2012) Venizelos, convinced that the British Empire would prevail, saw an opportunity for further territorial gains, if Greece joined the Entente.

The defeat of Germany, though, was by no means a certainty, especially during the early stages of the war. By the end of 1917 Soviet Russia concluded an armistice with the Central Powers followed by the Treaty of Brest – Litovsk with favorable terms for the latter. It was the late entry of the USA into WWI that tilted the scale in favor of the Entente. (Efthimiou)

Thus, steering the country within this complicated framework of international relations by carefully considering Greece’s fiscal and military capacity as well as its political (diplomatic) options required the setting of clear goals and a close collaboration between the prime minister and the head of state and the army. Venizelos and Constantine did exactly the opposite.

At first, Venizelos suggested that the Greek army should undertake the landing at the Dardanelles in February 1915, in return for territorial gains in Asia Minor promised by the Entente. The king seemed fascinated by the idea (considering a possible capture of Constantinople, where his synonymous emperor Constantine died, when the city was taken by Turkey in 1453), but the pro-royal chief of staff Metaxas considered the campaign too risky, leaving the northern border exposed to a Bulgarian attack and resigned his post. Venizelos then proposed the limitation of the Greek participation to only one division raising the king’s doubts about the success of the undertaking. Finally, Constantine refused to give his approval and Venizelos resigned. (Mavrogordatos, 2015)

The prime minister’s Liberal Party, though, won again in the elections of May 1915. The opposition, gathered around the king, refused to interpret the result as a vote for the participation to WWI proposing that it only showed the people’s trust to Venizelos. The king’s refusal to complement led Venizelos to resign again in September and abstain from the new elections of December 1915. (Malesis, 2017)

Meanwhile Bulgaria joined the Central Powers and the attack on Serbia was imminent. To implement the Greco-Serbian alliance treaty Venizelos, in the brief period before his resignation, invited the Entente to send troops to aid the Serbians through the port of Thessaloniki. The revocation of the invitation by the pro-royals and Greece’s protest could not prevent the landing of French troops in October 1915. (Mavrogordatos, 2015)

The presence of the allied forces in Thessaloniki allowed for the formation there of the National Defense Committee by Venizelos’ supporters aiming to confront the Bulgarian threat and align foreign policy with that of the Entente. When the Bulgarians took the Greek fortress of Ruper in May 1916 and later advanced in Eastern Macedonia by August, the government in Athens did not react in the name of a questionable neutrality as foreign armies were now clearly violating national sovereignty. This caused the armed reaction of the National Defense Committee on the 17th of August and when the city of Kavala was lost to the Bulgarians on the 29th, Venizelos, although hesitant at first, decided to lead the revolt. (Malesis, 2017)

Thus, Venizelos was now leading yet another revolt and the country was split in two with one government in Athens in charge of the ‘Old Greece’ and another one in Thessaloniki in charge of the ‘New Greece’ (territories acquired after 1912 except Epirus). (Mavrogordatos, 2015) The military presence of the Entente helped Venizelos to reunite the country though. On November 18, a detachment of 3,000 allied troops landed in Piraeus and advanced to Athens, but they were repelled by forces loyal to Constantine. After that, the royalists turned against Venizelos’ supporters in Athens killing dozens of them, arresting others and committing all kinds of atrocities. On the 26th, the allied fleet implemented a strict naval blockade of the ‘Old Greece’ causing food shortages and other catastrophic consequences for the population. Eventually, the king was forced to leave the country in June 1917 leaving his son Alexander at his place but did not resign. (Malesis, 2017) Venizelos returned to Athens and ‘resurrected’ the parliament elected in May 1915 (thus described as ‘Lazarist’). It was time for his supporters to retaliate against the opposition. Venizelos might have united the country again territorially, but the Greeks were now divided to Venizelists and Anti-Venizelists.

The prime minister’s harsh measures included the exile of this opponents (his former adjutant Metaxas and the leader of the Anti-Venizelists Gounaris, for example, were sent to Corsica) and the cleansing of the public sector, including that of justice and the church, as well as the army from the opposition supporters. Nevertheless, during the last phase of WWI Greece managed to field 10 divisions, that is about 180,000 men, that performed well in the Macedonian front, where they constituted about 1/3 of the total allied forces. To compensate for the late entrance in the war and in order to have the best possible treatment during the peace negotiations in Paris, Venizelos also sent the 1st Army Corps (23,000 men) to fight against the Communists in Ukraine in January 1919. (Malesis, 2017). The campaign was unsuccessful for the allies and they withdrew in April of the same year. The Greek communities in the Crimean suffered the retaliation of the Bolsheviks and many of their members were forced to seek refuge in Greece. Nevertheless, for Greece, the worst was yet to come.

III The Asia Minor Campaign

The story of the Greek expansion to western Asia Minor goes back to 1914. It was offered by the Entente in exchange for Greek concessions to Bulgaria of some of the territorial gains of 1912-1913 so that the latter would join the allies. These amounted to about 5,000 square kilometers including the port city of Kavala affecting 35,000 Greeks living in the area. In return, Greece was claiming a territory of about 125,000 square kilometers with the city of Smyrna at its center and a significant minority of 810,000 Greeks. (Stamatopoulos, 2020) By the end of the war, though, no concessions were necessary as Bulgaria was on the side of the defeated.

Such offers, backed by mostly secret treaties, in order to lure one country or the other to their side, was a standard tool used by both camps during WWI. In April 1915, for example, southwestern Asia Minor was also promised to Italy with the treaty of London. (Stamatopoulos, 2020) The overall situation in the Middle East was further complicated by the antagonism between Great Britain and France as the Sykes – Picot agreement was challenged by the Young Turks of Mustapha Kemal, who was not willing to comply to any agreements of the defeated Ottoman Empire he deemed as harmful for the interests of the Turkish nation. To make things worse, President Wilson, representing the late entrant USA at the peace negotiations of Paris, was not aware of this covert diplomacy and was thus indifferent to any claims over peoples unless those peoples wanted them. (Churchill, 2021)

Nevertheless, Italy proceeded with the occupation of Antalya in southern Asia Minor. The claims and ambitions of the Italians to lay hands upon the Ottoman Empire resulted to a complete breach between them and President Wilson. This led to a temporary withdrawal of Italy from the peace conference in Paris. When reports reached the conference that the Italians were going to proceed further with the occupation of Smyrna, combined with stories of Turkish maltreatment of the Greek population, it was proposed that the Greeks should be allowed to occupy Smyrna at once for the purpose of protecting their compatriots there. (Churchill, 2021) Although Venizelos was earlier warned by the chief of the British General Staff Sir Henry Wilson that he could not rely on any military or financial aid for the undertaking and that this would result in a long war with Turkey and a rapid depletion of Greece’s financial and human resources, he decided to take the offer. (Richter, 2020)

At the time of the Greek landing in Smyrna, on May 15, 1919, the Ottoman Empire was under the spell of defeat in WWI. It was surrendering arms and munitions. But as soon as Greece, the enemy of generations, landed its troops, Turkey arose and the leader of the Young Turks, Mustapha Kemal, was furnished with the powers of a Warrior Prince. (Churchill, 2021) Not unfairly. Whereas the Greeks had the sea on their backs and Smyrna was not protected by any natural defensible border, Kemal could exploit the strategic depth of Anatolia, where he could safely withdraw, after every strike. (Mavrogordatos, 2015) Furthermore, Italy was clearly hostile to the Greek presence in Asia Minor and France also opted for collaboration with Kemal in exchange for peace in Syria, now under the French Mandate. (Wikipedia, 2022)

Thus, Greece was alone when the treaty of Sevres was signed in August 1920. The treaty ceded Thrace to Greece, which was also to possess the Gallipoli Peninsula, most of the Aegean islands, and to administer Smyrna and its hinterland until a plebiscite could be held there. The British prime minister Lloyd George favoured the Greeks, but the imposition of the treaty on the Turks was entirely up to the Greek army, now showing signs of strain under the influence of protracted financial, military and political uncertainties. (Churchill, 2021)

The situation was difficult, and Sir Henry Wilson again describes Venizelos as hopeless and desperate during this period. ‘The old boy is done’, he remarked. (Llewellyn Smith, 1999) In the internal front the national schism continued to fuel despicable acts of hate. Two days after the signing of the Treaty of Sevres, Venizelos himself narrowly escaped an attempt against his life by two royalist soldiers in a Paris railway station on his way home. His decision to call general elections in November 1920 allowing also for the return and participation of the exiled opposition is still a point of controversy. Venizelos’ opponents claim that he was looking for a way to abdicate his responsibility for the outcome of the Asia Minor Campaign. If this was the case, he was successful, because he lost and now it was the royalists that had to find a solution.

Winston Churchill, who was later to experience himself a surprising electoral defeat after the triumph of WWII (Gilbert, 1991), gives a different account though. On October 2, 1920, Prince Alexander (at this point king of Greece) was bitten by a monkey during a walk in the royal garden. The wound festered and after three weeks Alexander died. It was decided to offer the throne to Prince Paul of Greece. The latter was living with his exiled father in Switzerland and, as Churchill puts it, was inspired to reply that he could only accept after the Greek people had at an election definitely decided against his father. This forced a General Election.

Venizelos, with the Treaty of Sevres that expanded the triumph of the Balkan Wars, felt confident. He was willing that the issue should be put crudely to the electorate: Were they for the restoration of Constantine or not? But he did not make sufficient allowances for the strain to which Greece had been put; for the resentments which the allied blockade to make Greece enter WWI had planted; for the many discontents which arise under prolonged war conditions; for the oppressive conduct of many of his agents, when during his continuous absence for the peace negotiations the Greek people lacked his personal inspiration and felt the heavy hand of his subordinates; for the complete absorption of his opponents to party politics and for their intense desire for office and revenge. Eventually, he lost. (Churchill, 2021)

The only sane policy arising from Venizelos’ defeat would have been to reduce promptly and ruthlessly the Greek commitments in Asia Minor, negotiating also for the safety and well-being of the Greek minority there. The pro-royal officer Ioannis Metaxas made suggestions along these lines. (Stamatopoulos, 2020) After all, the return of Constantine further dissolved all Allied loyalties to Greece as the king was a bugbear for them second only to the Kaiser himself. Nevertheless, the new regime, under prime minister Gounaris, was determined to show Greece how little Venizelos had had to do with its successes that far. They would strike Mustapha Kemal at the heart of his dominion. They would have the army march to Ankara. (Churchill, 2021)

What about the army then? Winston Churchill again gives a vivid description of the Greek army during the campaign to Ankara (which partly applies for the Greek people as well). He writes: ‘Imagine an army of two hundred thousand men, the product of a small state mobilized or at war for ten years, stranded in the centre of Asia Minor with a divided nation behind them; with party dissensions in every rank; far from home, and bereft of effectual political guidance; conscious that they were abandoned by the great Powers of Europe and by the United States; with scant food and decaying equipment; without tea, without sugar, without cigarettes, and without hope or even a plan of despair; while before them and around them and behind them preyed and prowled a sturdy, relentless and even more confident foe’. And he continues ‘over the Greek Army in Asia Minor there stole an ever-growing sense of isolation; of lines of communication in jeopardy, of a crumbling base, of a divided homeland, and of an indifferent world’. (Churchill, 2021) Nevertheless, the Greek army remained in martial posture for upwards of three years in Asia Minor. But, after the triumphs of the Balkan Wars and WWI, eventually it was defeated. On September 16, 1922 the last Greek Soldiers left Asia Minor. The Hellenism of Asia Minor followed them to escape the Young Turks’ atrocities.

IV Conclusions

Carl von Clausewitz in his classic On War defines the ‘Culminating Point of the Attack’ as that at which the forces remaining are just sufficient to maintain a defensive, and to wait for peace. Beyond that point the scale turns, there is a reaction; the violence of such a reaction is commonly much greater than the force of the blow. Everything then depends on discovering the culminating point by the fine tact of judgment. (Clausewitz, 1997) His fellow Prussian Otto von Bismarck did exactly that, when, after fighting against the Danes, then the Austrians and finally the French to achieve the unification of Germany in 1871, he stayed put in spite of expectations to storm the rest of Europe. (Steinberg, 2011) A more recent example is Menahem Begin, who, instead of provoking a civil war during Israel’s War for Independence, decided to take the blows of David Ben-Gurion without responding and remained in political exile for thirty years until he became prime minister in the end of the 1970s. (Gordis, 2016)

Obviously, the Greeks did not posses such qualities. As we have seen, civil wars were common during their War of Independence (and more came after that), and now political party quarrels that led to the national schism brought Greece beyond its culminating point of attack, deep in Asia Minor, after ten years of mobilization and war starting in 1912 with the Balkan Wars.

Who was responsible in the present case? Churchill criticized the United States, Britain and France for requesting the presence of the Greek Army in Anatolia, where it had been the foundation of allied policy against Turkey for three years only to fall victim to inter-Allied intrigues at the end. The way for the dissolution of all Allied loyalties to Greece was paved by the Greek people’s choice, at the moment of their greatest hopes and fears to deprive themselves of Venizelos, the commanding personality who had created the situation Greece found itself into and who alone might have carried it to success. (Churchill, 2021)

Several Greek commentators take the same stance (Mavrogordatos, 2015) although there are cases of harsh criticism against Venizelos and his policies and more favourable for the king (Kakouri, 2017). Others blame both Venizelos for his disregard of hard facts (e.g., Greek minority of only 20% of the total population in the disputed area, lack of natural defences etc.) that led to the disaster and the king for not opposing the advance to Ankara - even though he was convinced that the whole undertaking of the Asia Minor campaign would be fatal for Greece. (Stamatopoulos, 2020)

Indeed, in the period discussed here both Venizelos and the king (personally and as head of the anti-venizelists) offered bad service to their country. We have seen in previous parts of this short history of modern Greece that division, violence and civil war characterized its early years. Parliamentarism helped relax the tensions, but now the two rivals were resorting to the old methods again. Not only did they allow/cultivate violence for the (also physical) extermination of the opposition, not only did they allow/pursue foreign intervention for the support of their cause, but they did it with a ‘messianic’ attitude of infallibility that resulted in a complete disregard for the consequences on Greece and its people. This legacy, as we will see, tormented Greece in the following years. In contrast, in the short period of two years (1912-13) that Venizelos and Constantine managed to work together Greece triumphed.

What do you think of the period 1914-22 in the Modern Greek State? Let us know below.

References

Churchill, W. S. (2021). The world crisis, Volume IV, The aftermath 1918-1928. London : Bloomsbury.

Clausewitz, C. (1997). On War. Ware: Wordsworth Editions Limited.

Efthimiou, M. (n.d.). Global History IV: The Man Against Himself - Part B. Center of Open Online Courses (www.mathesis.cup.gr). Crete University Press, Heraklion (in Greek).

Gilbert, M. (1991). Churchill, A life. London: Heinemann.

Glenny, M. (2012). The Balkans 1804-2012, Nationalism, War and the Great Powers. New York: Penguin Books.

Gordis, D. (2016). Israel, A concise history of a nation reborn. New York: Collins Publishers.

Kakouri, A. (2017). The two beta. Athens: Kapon.

Kostis, K. (2018). History’s Spoiled Children, The Formation of the Modern Greek State. London: Hurst & Company.

Llewellyn Smith, M. (1999). Ionian vision, Greece in Asia Minor 1919 - 1922. Michigan: The Univeristy of Michigan Press.

Malesis, D. (2017). Defeat - Triumph - Catastrophe, The army in the Greek State from 1898 to 1922. Athens: EPICENTER (in Greek).

Mavrogordatos, G. (2015). 1915 The National Schism. Athens: Patakis (in Greek).

Papadakis (Papadis), N. E. (2017). Eleftherios Venizelos. Chania - Athens: National Research Foundation ''Eleftherios Venizelos'' - Estia Bookstore (in Greek).

Papageorgiou, T. P. (2021, September 5). History is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2021/9/5/the-modern-greek-state-18631897-bankruptcy-amp-defeat#.YVH7FX1RVPY

Papageorgiou, T. P. (2022, January 20). History is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2022/1/20/the-modern-greek-state-18981913-glory-days#.YhPK6JaxW3A

Richter, H. A. (2020). The Greco-Turkish war 1919 - 1922, From the dream of the ''Great Idea'' to the Asia Minor disaster. Athens: Govostis Publications (in Greek, also available in English by Harrassowitz Pub. - 2016).

Rizas, S. (2019). Venizelism and antivezinelism at the beginning of the national schism 1915-1922 . Athens: Psichogios publications S.A. (in Greek).

Stamatopoulos, K. M. (2020). 1922 How we got to the catastrophe. Athens: Kapon Editions (in Greek).

Steinberg, J. (2011). Bismarck, A life. New York: Oxford University Press.

Wikipedia. (2022). Retrieved from https://en.wikipedia.org/wiki/Sykes%E2%80%93Picot_Agreement

Wikipedia. (2022). Retrieved from https://en.wikipedia.org/wiki/Mandate_for_Syria_and_Lebanon

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The Indus (Harappan) civilization flourished in the 3rd millennium BCE, while the Indo-Gangetic (Vedic) civilization prospered in 800 BCE. Archaeologists highlight a gap of a few centuries to one millennium between the former’s collapse and the latter’s rise.In this article, Apeksha Srivastava highlights some differences and several more potential points of contact between the Indus and Indo-Gangetic civilizations.

Granary and Great Hall on Mound F in Harappa. Source: Muhammad Bin Naveed, available here.

Did this gap between the two civilisations contribute to a discontinuity between them?

Indeed, there seem to be some differences between them. For instance, iron became more important in the Vedic civilization, while the Harappan society was of the bronze age. Some practices that seemed absent in the Indus civilization developed in the Indo-Gangetic civilization. These include warfare, better organization of language, readable scripts, the emergence of religions and great literature, development of a caste system (not too rigid in the beginning), more widespread bureaucracy and administration, the emergence of new art forms, thoughts and belief systems, and rulers gaining more prominence. However, the visibility of this discontinuity to us might also be due to a possible lack of evidence.

Not So Different

The Indus civilization does not seem to be completely isolated from the Indo-Gangetic civilization, as believed by people until about three decades ago. There seem to be several crucial contact points between the Harappan and Vedic cultures. According to renowned scholar Jim Shaffer, “At present, the archaeological record indicates no cultural discontinuities separating PGW [Painted Grey Ware culture; corresponds to the middle and late Vedic period] from the indigenous protohistoric [Harappan] culture.” Bioanthropologists such as Pratap C. Dutta, S.R. Walimbe, and B.E. Hemphill have compared Indus Age skeletons with those from different epochs and demonstrated “a genetic continuum between the Harappans and the present‐day people of the region.”

The following paragraphs underline some possible contacts between the Harappan and Indo-Gangetic civilizations.

The Continuity in Architecture

The Indus civilization is renowned for its town planning, civic administration, water management, and sanitation. Several towns of the Gangetic civilization appear to share these characteristics, such as the general orientation, internal grid plan, enclosing fortifications as an authority symbol, garbage bins lining the main streets, and pillared halls, to name a few. The typical Harappan house plan with a central courtyard having rooms on its sides has survived in rural parts of northwest India to the present day. Apsidal (semi-circular) temples found at several Vedic civilization sites find their predecessor from the Indus civilization, most probably used for fire rituals.

Archaeologists also found the Harappan circular wells with trapezoid bricks in the Vedic period. This shape prevents inward collapse in case of strong subsoil pressure. Floors laid by mixing terracotta with charcoal at Kalibangan (Rajasthan) of the Indus civilization was a composition used in nearby villages even after 4,500 years.

Alikeness in Sacred Proportions

Harappan town planning utilized auspicious proportions. These ratios seem to be the same as in classical Hindu architecture literature. For instance, the ratio of 5:4 in Dholavira’s outer fortifications also applies to the overall dimensions of the port-town of Lothal (near Ahmedabad), Harappa’s granary (stored surplus food grains), a large house in Mohenjo-Daro’s lower city, a significant Vedic altar, and the king’s palace, Ashoka’s columns and Delhi’s Iron Pillar.

Similarity in Ornaments & Auspiciousness

Bangles, anklets, nose-pins, and ear studs documented at several Indus civilization sites, remain an integral part of ornaments worn by the Indian women of today. The married Hindu women applying vermilion at the parting of their hair seem to have Harappan origins (figurines found at Nausharo). However, not enough evidence exists to prove that it had the same auspiciousness as the later period. The traditional techniques of working with metals like gold and bronze, making bangles, and carving ivory in today’s India also derive their roots from the Harappan times.

Parallelism in the ‘Religion’ Aspect

The swastika is a classical Indian symbol with possible Indus civilization origins. However, there is not enough evidence of whether Harappans considered it with the same sacredness as the Gangetic civilization. There are many similarities between the animal motifs depicted on the Indus seals and those on early historical era silver punch-marked coins.

The linga and the trishula (trident), worship of a mother-goddess, animal sacrifice, and the sacred peepal tree (sacred fig) seem to be present in both cultures. Both civilizations also seem to have similarities in their gods having multiple faces, ornamental arches, and yogic postures. Some of their figurines seem to join their hands in a similar fashion, signifying “namaste.”

Other Traces of Equivalency

The traditional bronze casters still use the lost wax method used for making the famous ‘Dancing Girl’ bronze figurine in the Harappan period. Ox-carts have mostly survived in shape and size, with very few changes. Some plowing techniques have also continued till the present times.We still use objects like the frying pans and cooking pots found in Indus cities.Children of the Harappan, Vedic, and even the present times play with rattles, whistles, and spinning tops.

Such instances highlight that although there were changes in people’s lifestyles with time, the urban collapse of the Indus civilization did not cause a complete discontinuity. The “dark age” pictured previously to exist in the 2nd millennium BCE between the retreating Indus civilization and the arising Gangetic civilization has filled up such that there seems to be more continuity between the two. It is highly possible that some late Harappans were responsible directly or indirectly for the beginning of the Indo-Gangetic civilization.

“Our civilization cannot survive materially unless it is redeemed spiritually.” - Woodrow Wilson, 28th President of the United States.

What do you think of the links between the Indus & Indo-Gangetic civilizations?

Now read Apeksha’s article on feminine national personifications here.

References

  1. Danino, M. The Harappan legacy. (April 2012). BBC Knowledge, 56-57.
  2. Schug, G. R., & Walimbe, S. R. (2016). A companion to South Asia in the past. John Wiley & Sons.
  3. https://www.britannica.com/place/India/Developments-in-the-Ganges-basin
  4. https://www.downtoearth.org.in/news/climate-change/how-climate-change-forced-migration-of-indus-valley-people-towards-ganga-basin-59423

Apeksha Srivastava completed her Master’s degree from the Indian Institute of Technology Gandhinagar, Gujarat, India. She is currently an aspiring writer and a Ph.D. candidate at this institute. This article is based on an assignment she submitted for the course, Perspectives on Indian Civilization.

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In the early days of the COVID-19 pandemic in February 2020, something troubling started happening to Britain’s Chinese community. Some people started blaming people of East Asian appearance of spreading the virus. In that context, Doctor Robert Brown looks at a panic in 1906-07, involving ugly, unsubstantiated allegations against the British Chinese community in Liverpool.

A Chinese woman and child in the 1920s UK. Source: Harry B. Parkinson, available here.

In February 2020, the shriller voices in Britain amongst a suspicious and poorly informed public began blaming any Chinese Britons or people of East Asian appearance they could find for the spread of the virus.(1) The community became a focal point for a moral panic that pathologized them as a biological threat to the body politic. Jenny Wong, Director of the Manchester Chinese Centre recounted to the Manchester Evening News the numerous complaints she received about Chinese children excluded from interacting with other children because parents saw them as ‘virus carriers’.

Suspicious stereotyping towards Chinese communities in the UK and throughout the English speaking world is nothing new, although the tropes driving these stereotypes may mutate. Around 113 years prior to the pandemic another Manchester based newspaper, the Sunday Chronicle, on December 2, 1906 had broken a hysterical scare story about the activities and vices of Chinese migrants in England’s North West, clustered around Liverpool. According to reports, these Chinese had been spotted dealing drugs and dragging young white girls into prostitution. The article examines the moral panic this generated. Local outrage against the Chinese was whipped up to the point where Liverpool City Council felt compelled to intervene by conducting a detailed investigation of Chinese activities in Liverpool. Their findings paint a fascinating picture of official confusion and paranoia about the perceived degenerative physical and moral impact of interracial contact between European and Chinese bodies.

Eugenics, Elections and the Chinese Question in Edwardian Britain

By 1906, suspicions toward Chinese immigration in Britain and the ‘White men’s countries’ of the empire were at an all time high. Trade Unions and politicians in Australia and South Africa had already laid the groundwork for controversies in Britain. In attempts to protect their ‘white’ workers from labor competition, they successfully pushed the narrative that Chinese immigrants were fundamentally not compatible with European communities. In 1905 this came to a head in Transvaal colony, South Africa, where anger about the British government’s importation of Chinese mine workers drove the progressive criminalization of Chinese activities. The feedback from this hit Britain hard in the 1906 General Election. The Liberal Party won a thumping landslide against the incumbent Conservative and Liberal Unionists, partly by claiming the Tories had given ‘South Africa for the Chinese’, and partly by promising to stop the importation of Chinese labor in Britain from escalating.(2)

This political unrest unfolded against an anxious hum of background noise in the popular science and the eugenics movements regarding a perceived biological ‘degeneration’ of the British population.The Departmental Committee on Physical Degeneration (1904) noted that a shocking proportion of working class recruits for the Second South African war had to be rejected as physically unfit to serve.(3) According to some eugenicists, such as the Liverpudlian physicianRobert Reid Rentoul, the physical decline of Britain’s population was caused by interracial marriage, and could be solved by segregating or excluding non-whites from the country. In Race Culture; or, Race Suicide? (1906), Rentoul claimed that, ‘terrible monstrosities’ were ‘produced by inter-marriage of…the white man with the Chinese’ and that naturalisation of foreigners was ridiculous since Africans were dangerous ‘perverts’ and ‘nymphomaniacs’.While his arguments against racial equality probably did not reach the ears or breakfast tables of the working classes of the North West, his intellectualisation of anti-Chinese prejudice certainly reflected anxious stereotypes about immigrants expressed on street level.(4)

Sensationalist publications about Chinese communities in Britain had certainly not helped. If anything, articles such as Hermann Scheffauer’s The Chinese in England (1911), for Harmsworth’s London Magazine had helped flesh out constructions of Britain’s Chinatowns as opaque dens of evil and subversion connected in a global web with larger Chinese enclaves in Melbourne and San Francisco. Even worse, The Yellow Danger (1898) by West Indian author Matthew Phipps Shiel was a highly popular and xenophobic ‘yellow peril’ science fiction novel depicting a Chinese invasion of Europe led by the ‘yellow Napoleon’ Dr. Yen How. Littered with ‘germ’ metaphors equating hordes of Chinese shock troops with an infectious plague, the British ironically beat back the invasion by using biological warfare. Chinese prisoners injected with a deadly disease were used to infect and cripple their own armies. These anti-immigrant, ‘germ-phobic’ tropes reflected the nastier anxieties toward the Chinese in Edwardian Britain.

Liverpool City Council’s Investigation

In response to one such article ‘Chinese vice in England’ in the Sunday Chronicle, a special meeting of Liverpool City Council was called on December 12, 1906.(5) The ‘sensational character’ of the accusations against Chinese workers in Liverpool had stirred up public outrage that could only be assuaged by the ‘closest investigation’.(6) The Chronicle claimed Chinese owners of laundries and lodging houses were engaged in the organized seduction and corruption of teenage white girls. This stirred a local belief that a sinister and inscrutable ‘oriental’ menace was in their midst, and the City Council clearly took this seriously enough to form a commission comprised of clergymen, local newspaper editors and two doctors to gather evidence and write a report.(7) Published on July 26, 1907, the report on ‘Chinese Settlements in Liverpool’ included a section on the ‘morality of the Chinese’. It began by refuting a local rumor that the Chinese on Liverpool’s Pitt Street ‘were in the habit of giving sweets impregnated with opium to children’.

Far greater concern was expressed in the investigation of Chinese ‘relations with white women’. On the one hand, it was noted that several white British women had married Chinese men, and that, ‘the women themselves stated that they were happy and contented and extremely well treated’.(8) On a darker note however, was the reportedly widespread corruption of English girls from ‘respectable’ backgrounds who became ‘acquainted’ with Chinese men, mercilessly groomed to ‘drift into what can hardly be described as otherwise than prostitution’.(9) In three cases it was claimed, ‘the girls taken advantage of were under 16 years of age at the time’. Although there was no record of complaints being made, and insufficient evidence for such cases to be brought to trial, the commission was adamant that the, ‘evidence of seduction of girls by Chinamen is conclusive…the Chinese appear to much prefer having intercourse with young girls, more especially those of undue precocity’.(10) This exposed a prominent anxiety of Edwardian society that young white women in their associations with ‘men of colour’ were the ‘unwitting revolutionaries’ in a biological sense, for the overthrow of Britain’s white ‘race culture’.(11)

Recommendations of the Report

The report recommended that the Liverpool Watch Committee be warned of the ‘Chinese danger’ so that law enforcement could be vigilant in future. The report was similarly alarmed about the possibility of ‘miscegenation’, the increase in ‘mixed race’ children arising from the Chinese control of brothels. However no formal evidence of Chinese men running brothels in Liverpool could be substantiated despite the allegations that all laundries acted as fronts for the sex trade.(12) In a letter to the undersecretary of state at the Home Office on December 8, 1906 entitled ‘Chinamen in Liverpool’, the Liverpool Head Constable had tasked his officers with taking a census of the Chinese residing in Liverpool who ‘seemed to be in regular employment’. The figures listed, ‘15 Englishwomen married to Chinamen, 4 English women cohabiting with Chinamen, and 2 English women employed in Chinese laundries’. A ‘half-caste’ (mixed heritage) Chinese-English woman also ran a brothel with her Chinese husband, and was arrested for this in July 1904. In the Head Constable’s opinion there was:

At present a great outcry on the subject, mostly due to a lying article in the Manchester Sunday Chronicle, but there is no doubt a strong feeling of objection to the idea of the ‘half-caste’ population which is resulting from the marriage of the Englishwoman to the Chinaman, but I cannot help thinking that what is really at the bottom of most of it is the competition of the Chinese with the laundries and boarding house keepers.(13)

As in the Transvaal, in Liverpool there was an official awareness that commercial interests were partly at play in pushing racialized anti-Chinese talking points and feeding the insecurities of the working classes to stifle business competition. This foreshadowed a far bigger panic in the 1919 race riots against Chinese and other non-white shipping workers in Britain.

Conclusion

Even before the COVID-19 pandemic, there was talk of a second Cold War between China and the West. We will see this narrative grow and mutate in global media discourse over the coming years. However the debacles of 1906-7 and 2020 also teach us that international anxieties can have more localized consequences. They potentially catalyse regional panics about Chinese communities and Chinese influence that can lead to ugly rumours and uglier results. It also tells us that germ-phobia, stereotypes surrounding ethnic groups and anxieties about immigration have become entangled in Britain to create a toxic atmosphere in which false information and hatred flourishes. In the modern world citizens have frequently treated the nation-state like a body vulnerable to infection. Developing scientific solutions and vaccines to cope with the covid pandemic has been a painful learning curve, and so too will de-toxifying and disentangling the language linking borders, pathogens, and the contemporary Chinese question.

What do you think of the events surrounding the panic and subsequent report in 1906-07 in Liverpool?

References

1 https://www.theguardian.com/uk-news/2020/feb/09/chinese-in-uk-report-shocking-levels-of-racism-after-coronavirus-outbreak

2 See Appendix I.

3 Geoffrey Russell Searle, The Quest for National Efficiency: a Study in British Politics and Political Thought 1899–1914 (Oxford: Blackwell, 1971), Geoffrey Russell Searle, Eugenics and Politics in Britain 1900–14 (Leyden: Noordoff InternationalPublishing, 1976).

4 Robert Reid Rentoul, Race Culture; or, Race Suicide? : (a plea for the unborn), (London, Walter Scott, 1906), p.3-5.

5 Sunday Chronicle, 2nd December 1906, ‘Chinese vice in England’.

6 City of Liverpool, Report of the Commission appointed by the City Council to enquire into Chinese Settlements in Liverpool, 26 June, 1907, HO 139147/15

7 Sascha Auerbach, Race, law, and “The Chinese Puzzle” in Imperial Britain, (Palgrave Macmillan, New York, 2009), p.50

8 City of Liverpool, Report of the Commission appointed by the City Council to enquire into Chinese Settlements in Liverpool, 26 June, 1907, HO 139147/15

9 Ibid, p.7

10 Ibid, p.6

11 Henry Reynolds, Nowhere People, (Penguin, 2005), P.35

12 City of Liverpool, Report of the Commission appointed by the City Council to enquire into Chinese Settlements in Liverpool, 26 June, 1907, HO 139147/15, p.7

13 HO 45/11843, Part 2

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The story of the Mormon Battalion remains an enduring legend. Recruited by the U.S. government from among those heading to Utah to gather with Brigham Young, this group of some 500 men plus women and children undertook a trek across the American Southwest during the Mexican-American War. The battalion is usually consigned to a footnote in the story, but it is a story which looms large in the settlement of California. In that context, the legend of the battalion and how it has found a truly revered place in the history of the Mormon faithful is significant. In part 3, Marvin McCrary looks at how the battalion fought in the war and how it reached San Diego.

You can read part 1 on the origins of the Mormon Battalion here, and part 2 on the battalion’s movement across the western US here.

Philip St. George Cooke.

When John Charles Frémont was tasked with leading expeditions to the west in 1842, his wife, Jessie Benton Frémont, became intensely interested in the details of his travels. Jessie became his recorder, making notes as he described his experiences. Eventually, she wrote and edited the reports into best-selling stories. The stories captured the national imagination as Frémont’s dashing heroism was met with great enthusiasm. The account of the Great Basin was so vivid, that it has been alleged that Brigham Young was convinced that he had found the land long-envisioned by the Saints after reading about it.

The Saints suffered from disease, hunger, and cold while at Winter Quarters in the waning months of 1846, but the unfriendly circumstances merely served to strengthen their resolve. Throughout the spring, the Saints conferred with traders, mountain men, and travelers who were familiar with the Far West. It was decided that a forward expedition would be organized to go to the Great Basin and determine the best place in which to settle. Brigham Young deliberated over the matter, and received inspiration in regards to how the Saints should organize themselves for the journey. The company would be divided into small groups, each with an assigned leader, with special attention given to the poor, the widowed, and to those families which were bereft of a father. Famous frontiersmen such as Jim Bridger and “Black” Moses Harris, who were among those whom church leaders had consulted, noted that the trials the Saints had previously faced would prepare them for greater difficulties which lay ahead.

Exhaustion

In September of 1846, the men of the battalion were facing exhaustion on the long march to Santa Fe. For 3 days, the battalion marched in the unrelenting heat without any water at all, and when water was available, it was often brackish and unsanitary. Complicating the situation were the frequent threats and abuse inflicted upon them by Lieutenant Smith and Dr. Sanderson. The Santa Fe Trail was proving to be perilous, filled with wolves, hostile natives, and the occasional downpour. General Stephen Watts Kearney had met with no resistance from the Mexican forces on his march to Santa Fe, and he ultimately occupied it on August 18, 1846. Kearney had sent word to the Mormon Battalion, asking them to take a faster, more direct route, although it would prove to be more difficult. Despite the harsh and unyielding conditions in which they found themselves, the men continued their march towards Santa Fe. Eventually, the circumstances would prove too much for some, and Smith ordered a group of fifteen sick families he believed could not make the trek to remain at Pueblo in Colorado. There was already a group of Mormons at Pueblo who had chosen to settle there, hoping to wait out the winter under the leadership of John Brown, who had led a group from the South to the Mountain West. Having to leave family behind was hard on those who would have to endure separation, Smith informed the men that Kearney had ordered that the battalion would be discharged unless they reached Santa Fe in a timely manner.

On October 9th, the weary soldiers were met with salutations of cannon and gunfire as they entered the town. Smith ordered that those who were too feeble would enter the town three days later. The tribute had been organized by General Alexander Doniphan who had assisted the Mormons at a crucial time when they were suffering persecutions eight years earlier in Missouri. The battalion was probably relieved when Lieutenant Smith and Dr. Sanderson departed their company at Santa Fe. It would be Lieutenant Colonel Philip St. George Cooke, another graduate of the military academy, who would become their new commander. Unfortunately, Cooke was not too much of a departure from Smith, as he was also disappointed at having to lead a group of inexperienced volunteers. In one of his surviving journal entries, Cooke observes that there were too many families, women, and the number of supplies available was meager. General Kearney had already departed the town for California before the arrival of the battalion, with Cooke being given orders by the general to forge a wagon trail from Santa Fe to California. The rigorous pace wore heavily on battalion members, and in November another group of weak and tired soldiers turned back for Pueblo. While Cooke grew increasingly doubtful about the battalion’s capabilities, historian Dwight L. Clarke writes that it was felt that the Mormons still had a hidden, greater potential that had yet to be seen.

After his departure from Santa Fe, half of Kearney's army fought their way through the Mexican province of Chihuahua, and marched three thousand miles to link up with Zachary Taylor's army at Monterrey. Taylor was already beginning to enjoy rising popularity, and had earned his nickname of “Old Rough and Ready” for his significant victories over larger forces. On September 16, 1846, at the Battle of Monterrey, Taylor overcame a substantial Mexican force and declared an armistice, much to President James K. Polk’s consternation. Polk, a Democrat, was growing increasingly anxious about Taylor’s popularity amongst the Whigs. Taylor would go to engage General Antonio Lopez de Santa Anna's fifteen-thousand-man army at Buena Vista on February 22, 1847. When the smoke finally cleared, Taylor's five thousand men had dealt Santa Anna's army a crushing blow. When news of Taylor's victory reached the capital, his popularity soared even higher, and the Whigs began to publicly discuss his name as a possible candidate for the presidency.

Great Basin

In the meantime, things did not get easier for the pioneer company which had decided to set out for the Great Basin. The passes had become increasingly treacherous, and Brigham Young became sick with mountain fever. When the group of long-suffering pioneers arrived at the Salt Lake River Valley in July of 1847, Young asked to have his carriage turned so he could see the whole of the valley. Young rose from his sickbed and deemed that they were in the right place, according to Wilford Woodruff, then a member of the Quorum of the Twelve Apostles. Upon Brigham Young’s return to Winter Quarters in the fall of 1847 from his expedition to the Great Basin, he found the remaining Saints had built a thriving settlement. However, Young anticipated the need to abandon it, as the lease on the tribal land would expire in a few months. The Saints then began moving east across the river, and back into Iowa, eventually naming their new headquarters Kanesville in honor of Thomas L. Kane. The emigration of the Saints to the Utah Territory would continue over the course of the next several years.

When the battalion finally arrived at San Diego on 24 January, 1847, the men recorded their joy at sighting the Pacific Ocean, knowing their travail would finally be at an end. The original plan had been for the Battalion to follow Kearney’s route as closely as possible, however Kearney later advised Cooke that it would behoove them to make their way along a southern route. The battalion had covered nearly 2,000 miles, making the march one of the longest in United States military history. The men had walked so much their shoes were worn out. They had been forced to resort to burlap, pieces of wagon covers, and animal hides to wrap around their feet for protection from the rocks and cold. The sun was hot in the day and cold at night through the desert, difficult for people with little to no covering. It was described that at times, the ground was so soft and deep that when they lay down to sleep, half of their bodies sank into the cold mud.

Despite having been tasked with the capture the city of Tucson, and being asked to protect Pauma natives in Temecula, the battalion did not see conflict, exactly as Bringham Young had said. The worst incident came when a herd of wild bulls charged the soldiers while they stopped for water at the San Pedro River in the Rio Grande Valley. Aside from a few injuries and loss of some mules, the soldiers walked away intact.

California

The war in California having effectively ended by the time of their arrival, the battalion soldiers were assigned to garrison duty in San Diego, San Luis Rey, and Los Angeles. The town residents were initially against the idea because of the false information which they had heard about them. The men of the battalion built houses and dug wells, using the knowledge about irrigation they had acquired. Previously, the people had to travel a long way for water from a well only 1 foot in depth. The new wells were 30 feet deep and were lined with bricks to keep them in place. When the time came for the Battalion to move on, the town people went to the Army and asked for more "Mormonitos" to come help them. Most of the soldiers would reach Utah Territory–where Brigham Young and the main body of the Saints had settled–in the late 1840s and early 1850s. Historian Leonard L. Richards estimates that roughly 80 stayed and worked at Sutter’s Mill. Sutter found the Mormons to be amongst the best laborers, although more expensive than the natives whom he had rented from Maidu tribal leaders. In 1848, gold was discovered by Sutter’s foreman, John W. Marshall. Henry Bigler, a veteran of the battalion, was at Sutter’s Mill at the time and recorded the date of the gold discovery in his journal. There had been a great deal of exaggeration surrounding gold discovery previously, and thus the excitement was met with an understandable degree of skepticism, even amongst the workers themselves. The Mormons tested the minerals, even biting it to check if it was real. Word reached outgoing President Polk who endorsed the discovery, and thus the Gold Rush would begin in earnest.

The Mexican-American War served as a proving ground for issues which would later come to the fore during the Civil War. Slavery remained an enduring specter which would prove difficult to exorcise, especially as those on both sides of the debate become further entrenched in their views. Zachary Taylor would win the election in 1848, becoming the second of two Whigs (the first being William Henry Harrison) to become president. Unfortunately, just like his predecessor, Taylor died during his term. Brigham Young would become the second President of the Church of Jesus Christ of Latter-day Saints in 1847, and served until 1877. It would be under his steady leadership that the Mormons are to be credited as one of the single most important agencies in the settlement of the American West. The march of the Mormon Battalion serves as a vital page to the historical expansion of the United States. They opened roads of great value to the nation, and made influential friends for the Saints. Their determined self-sacrifice demonstrated an unsurpassed loyalty to their country, their people, and their faith.

Let us know what you think of Mormon Battalion below.

Now read about when Mormon founder Joseph Smith met the president here.

Author’s Note: I would like to dedicate this article series to Sterling and Judy Hill, dear friends who continue to embody the pioneer spirit. My sources have been journal entries written by those who traveled with the battalion, but I am also thankful to friends who graciously shared their family histories with me. The utilization of secondary sources was meant to provide a greater context to the events surrounding the march of the battalion. It should be stated that this was not meant to be an exhaustive study of the Mormon Battalion, and it is more than conventionally necessary to apologize for any shortcomings. It is hoped, however, that this will serve as inspiration for future study.

Sources

Arrington, Leonard J. Brigham Young: American Moses. New York: Knopf, 1985.

Clarke, Dwight L. Stephen Watts Kearny: Soldier of the West. Oklahoma: University of Oklahoma Press, 1961.

Cowan, Richard, and William E. Homer. California Saints. Utah: Bookcraft Publishing, 1996.

Richards, Leonard L. The California Gold Rush and the Coming of the Civil War. New York: Vintage, 2008.

Ricketts, Norma Baldwin. The Mormon Battalion. Utah: Utah State University, 1996.

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American tanks and tank destroyers played an important role in the later years of World War 2. Here, Daniel Boustead looks at the most important of these tanks and the role they played in some key battles.

A Sherman tank during the Allied Invasion of Sicily in July 1943.

American Tanks and Tank Destroyers in World War II are very well known to the public and historians. The inferiority of these weapons was a direct result of government and U.S Army policies and doctrine. Extensive research has been done about the technical mediocrity of these weapons. The logistics and transportation of these weapons played a role in their technological inferiority. Very little could be done to improve the American Tank and Tank Destroyer’s marginal effectiveness. In contrast, Airpower and Artillery were the most effective Anti-Tank weapons.

At the end of World War I the U.S Military was trying to re arrange the peace time army. The Cavalry, Infantry, and Artillery branches of the U.S. Army viewed the Tank and the infant American Tank Corps as a threat and an encroachment to their turf and authority!. In 1919 General John J. Pershing (said in testimony before Congress) that the American Tank Corps “should not be a large organization”(1). General John J. Pershing also said (during his 1919 testimony) “it should be placed under the Chief of the Infantry as an adjunct to that arm”. Pershing’s testimony resulted in a significant event. In 1920, the U.S Congress passed the National Defense Act of 1920, which eliminated the infant Tank Corps. It also placed the Tank Corps under the Chief of Infantry as adjunct to that arm of the U.S. Army. This act seemingly destroyed any hopes for a future independent armored force. In October, 1931, the U.S. Army Chief of Staff Douglas MacArthur disbanded the “Mechanized Force”. He also ordered the Infantry and Cavalry branches to separately devise their own distinctive tanks and rules for their use(2). The resulting “Infantry tanks” would be used to accompany men on foot at a slow pace. In contrast, the light and under-gunned “Cavalry tanks” conducted reconnaissance and exploited enemy weakness. Mildred Gille said about General MacArthur’s decision, “When MacArthur saw fit to split the development of mechanization, the association of the two branches automatically resolved into an internecine competition for money, men and equipment”. The rivalry stifled any technological development in tanks. 3rd Armored Division member, Belton Cooper, recollected “As a young ordnance ROTC cadet in August, 1939, I was shocked to find that our total tank research and development budget for that year was only $85,000. How could the greatest industrial nation on earth devote such a pittance to the development of a major weapons system, particularly when World War II was to start in two weeks?”(3).

World War II

The M4 Sherman Tank was heavily influenced by the polices in 1942 from the Army Ground Forces Development Division (4) The Army Ground Forces Developmental Division had two primary criteria for a new weapon: “battle-need” and “battle-worthiness”.

“Battle-need” meant that the new equipment had to be essential, not merely desirable. This policy was articulated by. Lt. General Leslie McNair. McNair was insistent that the Army should not be burdened with too many weapon types since the U.S. Army would be fighting thousands of miles from the continental United States and could not afford to complicate logistics. As a result, the U.S Army was unwilling to adopt a specialized tank with heavier armor for the infantry support role.

“Battle-worthiness” meant that the design had to be capable of performing its intended function but to be sufficiently rugged and reliable to withstand the rigors of combat service without excessive maintenance demands.

The M4 Sherman Tank perfectly fit the criteria of “Battle-need” and “Battle-worthiness”. These policies of “Battle-need” and “Battle-worthiness” meant that the Army Ground Forces did not favor the development of new tanks. This was until the combat situation forced them to do otherwise.

In Army Ground Forces or the AGF manual issued in September 1943 stated, “the primary role of the tank was not to fight enemy tanks, but to destroy enemy personnel and automatic weapons” (5). To have denied the infantry armor protection would have resulted in men being senselessly slaughtered by machine gun fire. Until 1945, the US Armor doctrine reflected the interwar school of thought that tanks existed to support Infantry, and the Cavalry’s preference for using them as weapons of exploitation to hit the enemy’s weak rear. These decisions led to the development of the Sherman Tank. However these policies also lead to the deaths of thousands of Tank and Tank Destroyer Crewmen.

In contrast the enemy armored threat was to be solved by the individualized tank destroyer battalions (6). The primary Tank Destroyer of the war was the M10 Gun Carriage. Another important American Tank Destroyer was the M18 Hellcat (7). The M18 Hellcat also was used in combat in Europe and the Pacific (8). The M36 Jackson Tank Destroyer also served in Europe(9).

Specifications

The hull front armor of the King Tiger II Tank was 150 millimeters thick(10). The King Tiger II’s 88 Millimeters KW.K 43 L/71 gun, using the shell of Pzgr. 39/43 could penetrate the front Gun Mantlet of the Sherman Tank at 2,600 meters at a side angle of 30 degrees (11). The King Tiger could also penetrate the front turret of a Sherman Tank using the same ammunition at a range of 3,500 + meters at a side angle of 30 degrees.

In contrast, the Sherman Tank equipped with either the 75 Millimeter gun or the 76 Millimeter gun was unable to penetrate the frontal armor of the King Tiger II Tank from a side angle of 30 degrees. The German JagdTiger Tank Destroyer had a fixed armored body that had 250 millimeters of front armor inclined at 75 degrees (12). The Sherman Tank, either equipped with the 75mm gun or the 76mm gun, was also unable to defeat the frontal armor of the JagdTiger based on front shot at a 60 degree angle (13).

The M-18 Hellcat Tank Destroyer was protected by thin armor and an open top turret which exposed the crew to fire from aircraft (14). The M18’s 76mm gun fired a shell that could seldom kill heavily armored German panzers in one shot. Even the M26 Pershing Tank when it fired the T44 HVAP shell could only penetrate 244 millimeters of homogenous armor at range of 500 yards at a 30 degree angle (15). The M26 Tank would have had some difficulty in destroying the JagdTiger.

In a December 6, 1944, article titled “Plan No Changes in Sherman Tank”, an unnamed War Department Official spokesmen said, “Should our tanks be as heavily armored as the German ones, this would bring up almost insurmountable difficulties in transportation, since many of the tanks now are still being landed on beaches” (16). In addition, Army Regulation 850-15 stated “American Tanks had to be able to fit into landing crafts, and to cross hastily built or repaired temporary bridges. Army Regulation AR 850-15 (which was revised in August, 1943) limited U.S. Tanks to 35 tons (17). The M26 Pershing Tanks’ weight was roughly 45 tons, and the Sherman Tanks average weight was 35 tons. In contrast the German King Tiger Tank was nearly 70 tons (18).

Attacks

On July 11, 1943, at Gela, Sicily, Naval gunfire rescued American tankers and infantry pinned down by fire from Nazi Tiger I Tanks(19). Sergeant Harold Fulton said of airpower “I could write all day telling of our tanks I have seen knocked out by more effective guns. Our best (anti-tank) weapon, and the boy that has saved us so many times, is the P-47 (Thunderbolt fighter-bomber, used to support Allied Tanks” (20).

On the dates of September 22, 27, 28, and October 2 and 7, 1944, a series of five bombing raids hit the Henschel plant. This is where the King Tiger II was being produced (21). These five raids resulted in destroying 95% of the total floor area of the Henschel Plant. Another bombing raid on the Henschel Plant on December 15, 1944, delayed further recovery. Heavy bombing raids on the Kassel vicinity on October 22 and 23, December 30, 1944, and January 1, 1945, further delayed King Tiger II production. The Allied Bombing campaign from September 1944 to March 1945 caused the loss of at least 657 King Tiger II’s out of 940 that were originally planned to be built.

The American government and military decisions both contributed to these weapons’ deficiencies. Logistics and transportation prevented the weapons from being as formidable as their German counterparts. Thankfully, Tank and Tank Destroyer crews were saved by outstanding Air Power and Artillery.

What do you think of American tanks in World War II? Let us know below.

Now, you can read World War II history from Daniel: “Did World War Two Japanese Kamikaze Attacks have more Impact than Nazi V-2 Rockets?” here, “Japanese attacks on the USA in World War II” here, and “Was the Italian Military in World War 2 Really that Bad?” here.

References

Bryan, Tony, Laurier, Jim and Zaloga, Steve J. New Vanguard 35: M26/46 Pershing Tank 1943-1953. Oxford: United Kingdom. Osprey Military of Osprey Publishing Ltd. 2000.

Cooper, Belton Y. Death Traps: The Survival of an American Armored Division in World War II. Novato: California. Presidio Press. 1998.

DeJohn, Christian M. For Want of a Gun: The Sherman Tank Scandal of WWII. Atglen: Pennsylvania. Schiffer Publishing, Ltd. 2017.

Doyle, David. Legends of Warfare Ground: M18 Hell-Cat 76mm Gun Motor Carriage in World War II. Atglen: Pennsylvania. Schiffer Publishing, Ltd. 2020.

Doyle, Hilary and Spielberger, Walter J. The Spielberger German Armor and Military Vehicle Series: Tiger I and II And Their Variants. Schiffer Military History of Schiffer Publishing Ltd. 2007.

Doyle, Hilary, Jentz, Thoms L, and Spielberger, Walter J. The Spielberger German Armor and Military Vehicle Series: Heavy JagdPanzer, Development, Production, and Operations. Atglen: Pennsylvania. Schiffer Military History of Schiffer Publishing Ltd. 2007.

Doyle, Hilary L and Jentz, Thomas L. Germany’s Tiger Tanks: VK 45.02 to Tiger II: DESIGN, PRODUCTION, & MODIFICATIONS. Atglen: Pennsylvania. Schiffer Military History of Schiffer Publishing Ltd. 1997.

Jentz, Thomas L. Germany’s Tiger Tanks: Tiger I & Tiger II: Combat Tactics. Atglen: Pennsylvania. Schiffer Military History of Schiffer Publishing Ltd. 1997.

“M-18 Tank Destroyer “Hellcat””. U.S. Army Heritage & Education Center: Army Heritage Trail Experience a Walk Through History. Accessed on April 3rd, 2022. https://ahec.armywarcollege.edu/trail/Hellcat/index.cfm.

Footnotes

1 DeJohn, Christian M. For Want of a Gun: The Sherman Tank Scandal of WWII. Atglen: Pennsylvania. Schiffer Publishing, Ltd. 2017. 42.

2 DeJohn, Christian M. For Want of a Gun: The Sherman Tank Scandal of WW II. Atglen: Pennsylvania. Schiffer Publishing, Ltd. 2017. 46.
3 Cooper, Belton Y. Death Traps: The Survival of an American Armored Division in World War II. Novato: California. Presidio Press. 1998. 295.

4 Bryan, Tony, Laurier, Jim and Zaloga, Steve J. New Vanguard 35: M26/46 Pershing Tank 1943-1953. Oxford: United Kingdom. Osprey Military of Osprey Publishing Ltd. 2000. 4 to 5.

5 DeJohn, Christian M. For Want of a Gun: The Sherman Tank Scandal of WW II. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2017. 105.

6 Bryan, Tony, Laurier, Jim and Zaloga, Steve J. New Vanguard 35: M26/46 Pershing Tank 1943-1953. Oxford: United Kingdom. Osprey Publishing Military of Osprey Publishing Ltd. 2000. 4.

7 Doyle, David. Legends of Warfare: Ground: M18 Hell-Cat 76 mm Gun Motor Carriage in World War II. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2020. 8.

8 Doyle, David. Legends of Warfare: Ground M18 Hell-Cat 76 mm Gun Motor Carriage in World War II. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2020. 64.

9 DeJohn,, Christian M. For Want of a Gun: The Sherman Tank Scandal of WW II. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2017. 234 to 236

10 Doyle, Hilary L and Spielberger Walter J. The Spielberger German Armor and Military Vehicle Series: Tiger I and II and their Variants. Atglen: Pennsylvania. Schiffer Military History of Schiffer Publishing Ltd. 2007. 204

11 Jentz, Thomas L. Germany’s Tiger Tanks: Tiger I & Tiger II: Combat Tactics. Atglen: Pennsylvania. Schiffer Military History of Schiffer Publishing Ltd 1997. 14

12 Doyle, Hilary and Spielberger, Walter J. The Spielberger Germany Armor and Military Vehicle Series: Tiger I and II and their Variants. Atglen: Pennsylvania. Schiffer Military History of Schiffer Publishing Ltd. 2007. 153.

13 Doyle, Hilary, Jentz, Thomas L. and Spielberger, Walter J. The Spielberger German Armor and Military Vehicle Series: Heavy Jagdpanzer: Development, Production, and Operations. Atglen: Pennsylvania. Schiffer Military History of Schiffer Publishing Ltd. 2007. 185

14 “M-18 Tank Destroyer “Hellcat” “. U.S. Army Heritage & Education Center: Army Heritage Trail Experience a Walk Through History. Accessed on April 3rd, 2022. https://ahec.armywarcollege.edu/trail/Hellcat/index.cfm.

15 Bryan, Tony, Laurier, Jim and Zaloga, Steven J. New Vanguard 35: M26/46 Pershing Tank Pershing 1943-1953. Oxford: United Kingdom. Osprey Military of Osprey Publishing Ltd. 2000. 10.

16 DeJohn, Christian M. For Want of a Gun: The Sherman Tank Scandal of WW II. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2017. 215.

17 DeJohn, Christian M. For Want of a Gun: The Sherman Tank Scandal of WW II. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2017. 274.

18 DeJohn, Christian M. For Want of a Gun: The Sherman Tank Scandal of WW II. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2017. 334.

19 DeJohn, Christian M. For Want of a Gun: The Sherman Tank Scandal of WW II. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2017. 135 to 136.

20 DeJohn, Christian M. For Want of a Gun: The Sherman Tank Scandal of WW II. Atglen: Pennsylvania. Schiffer Publishing Ltd. 2017. 266.

21 Doyle, Hilary L and Jentz, Thomas L. Germany’s Tiger Tanks: VK 45.02 to Tiger II: DESIGN, PRODUCTION, & MODIFICATIONS. Atglen: Pennsylvania. Schiffer Military History of Schiffer Publishing Ltd. 1997. 59 to 60.

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Mao Zedong is often considered the main perpetrator of the Great Chinese Famine, the harrowing ramification of a series of incompetent and shortsighted policies that engendered the deaths of tens of millions of people. A good majority of the blame is often put on Mao, owing to his brutal and ruthless behavior and little regard for human life. But what is it that forged such a malevolent personality? What about him leads some to believe he was instead a benevolent ruler? To understand one’s inherent mindset and actions, many often look at his upbringing to determine how it affected his character. This brings forward the question: to what extent, good or bad, did Mao’s childhood affect who he became?

David Matsievich explains.

Mao Zedong, from circa 1919.

Mao’s Parents

It is imperative that we first discuss the background of Mao’s parents. Mao’s ancestors came from the valley of Shaoshan, in Hunan, having lived in this humid region for five-hundred years. Mao’s father, Yi-chang, was born in 1870 to a peasant family. He was a hard-working man. After leaving the army, which he had joined to pay off family debts, he brought back home savvy business ideas, beginning to sell top-quality rice to a nearby village, in time becoming the richest man in his village. He was able to afford a six-room house, although the rooms stayed furnished with only the most basic structures: wooden beds, wooden tables, wooden chairs, some mosquito nets, etc..

Before all of this, however, when Yi-chang was fifteen, he married Wen Qimei, or literally “Seventh Sister Wen”. Wen Qimei, being merely a girl, was not given a name, so as she was the seventh sister of the Wen clan, she was duly given her title. Her betrothal to Yi-chang was arranged for a practical purpose: the Wen family resided in a village ten kilometers away from Shaoshan, but they had a deceased relative buried in a grave in the latter which had to had rituals be undertaken from time to time; therefore, having someone from the family in the area would be ideal.

Early Childhood and Education

Born into a rural community of traditionalists on December 26, 1893, Mao was the third and only son to survive his infancy. His given name, Tse-tung, or Zedong, literally means “to shine on the East”. Auspicious names were reflective of parents’ expectation that their children would be successful in life. However, in order to not tempt fate with such a grandiose name, he was given a pet name by his mother — “the Boy of Stone,” Shi san ya-zi. After an elaborate ritual, somewhat like a “baptism”, at a rock deemed to be magical, he became “adopted” by the rock. He expressed his fondness for this name even in his older years.

Until the age of eight, he lived with his mother at the Wens’ village. He was loved by all his family there, and his uncle even became his Chinese equivalent of a godfather. Life was happy and careless, Mao only doing mild farm labor like gathering pig fodder and taking the buffalo for a walk by a shaded pond. It was in this idyllic village that he began learning to read.

He returned to Shaoshan only to attend primary education. Mao had to learn by rote the Confucian classics, then an essential part of education in China, at which he was exceptionally talented. He was known by his pupils as a diligent and smart student, gathering a good foothold in Chinese history and learning to write legible calligraphy. Mao absolutely adored reading, flipping through pages well into the night when the entire village was asleep.

Father and Son

Nevertheless, he was a very recalcitrant and obstinate child. He was expelled from at least three schools for disobedient behavior. When he was ten, he ran away from his first school because, he claimed, his teacher was strict and harsh. This — and Mao’s dislike for menial laborious work — put him at odds with his father. The hatred of physically demanding work was especially what engendered the conflict between father and son: Yi-chang only obtained his wealth through hard labor, and he expected his son to do the same.

Mao despised his authoritative father, who would hit him whenever he did not comply. Some scholars even put forward that Yi-chang was abusive towards Mao and his mother. Whatever the case, Mao likely never forgave his father, whom many years later, when Mao was chairman of the Chinese Communist Party (CCP), he said he would have liked to be treated as brutally as all other political prisoners, had Yi-chang still been alive.

But Mao, as reflected in his future years, was never a submissive man; he fought back. On one occasion, as Jung Chang writes in her book The Unknown Story: Mao, after Yi-chang berated his son in front of guests, Mao ran from his father to a pond and threatened to jump in if his father came any nearer; Yi-chang relented. However, other scholars claim a different outcome; instead of backing down, Yi-chang demanded that Mao kowtow to him, which Mao did, in exchange for avoiding a beating. Two different realities offer two different implications. If we trust the latter, it would be further proof of the severity, and perhaps abusiveness, of Mao’s father, which might evoke sympathy for Mao. But if we are to choose the other, we are shown that Yi-chang did indeed love his son — and that Mao’s unscrupulous cleverness and opportunistic mindset developed at a young age. “Old men like [Yi-chang] didn’t want to lose their sons,” Mao allegedly said. “This is their weakness. I attacked at their weak point, and I won.” Either way, it was an unpleasant father-son relationship.

Yi-chang wanted to tame Mao, to make him docile and responsible. His resolution was to have his son marry his niece, after whom Mao would have to take care of, a mild “white elephant”. And so in 1908, Mao, at the age of 14, married Luo, 4 years his senior. (For the same reason as Wen Qimei, Luo was given not a name but rather a title: “Women Luo”). Mao had no affection for her. “I do not consider her my wife…” Mao said to journalist Edgar Snow in 1936, “and have given little thought to her.” He didn’t even live in the same house as her. She died barely a year later in 1910 (from natural causes, of course). In an article written years later, Mao decried his forced marriage with Luo, and all arranged marriages in general: “This is a kind of ‘indirect rape.’ Chinese parents are all the time indirectly raping their children…” This hatred of paternal authority naturally turned his father into an arch-nemesis.

A Loving Mother

A pious follower of Buddhism, Mao’s mother became even more devout to the Buddha so that he would protect her only surviving son hitherto. Unlike with his father, Mao’s relationship with his mother was endearingly harmonious. Neat and kindhearted, she was also tolerant, indulgent, and, according to Mao, never raised her voice at him. At a young age he followed her around everywhere, attending Buddhist rituals and visiting Buddhist temples. In emulation of her, Mao espoused Buddhism, although he later forsook it in his later adolescence. His love of her was a complete polar opposite of the hate for his father. In October, 1919, Mao, in his twenties, was horribly distraught to learn of his mother’s death. Yet only a few months later, when Yi-chang was on his deathbed and wished to see his son for the last time, Mao coldly refused to come visit him. He was indifferent to his father’s death.

Once again another controversy opens up, this time about Mao’s absence at Qimei’s death. The generic argument is that Mao simply wasn’t there, away at studies or work, simple and believable. But Jung Chang proposes a more contrived and unpleasant motive: selfishness. Mao had always perceived his mother as a healthy and clean woman; he did not want that idyllic image to be spoiled by his now ailing mother. He supposedly said to a close staff member, “I wanted to keep a beautiful image of her, and told her I wanted to stay away for a while… So the image of my mother in my mind has always been and still is today a healthy and beautiful one.”

He had agreed with his understanding mother to this arrangement. Mao did indubitably love her very much, but so did he his own interests.

Mao’s childhood: a catalyst?

More attention is usually focused on Mao's later stages of life, like in his early adulthood, when he “became” a communist, and especially later adulthood, when he was chairman. But it cannot be denied that childhood in essence is the foundation for later acts of life. For one, Mao’s ardent hatred and snubbing of traditional customs, like arranged marriage and filial piety, prompted him to espouse the newfangled Chinese Republican values in the early 20th century — and especially develop some very radical ideas of his own — culminating in his notorious communist image, although, as Jung Chang claims, with an “absence of heartfelt commitment” in this new ideology.

It is widely believed among Mao's supporters, past and contemporary, that his Shaoshan peasant background contributed to his empathy and astute concern for peasants in his party years. Mao himself purported that he indeed benevolently cared for the rural and marginalized people of China. Is this true? Jung Chang provides a concise answer: no. There is no sufficient evidence to prove he felt about them this way in her earlier days. Although he had referenced them in a few of his writings, there is no tangible or strong emotion in them to indicate sorrow or sympathy for peasants. In fact, he voiced more emotion on the “sea of bitterness” that was being a student, of which he was one. Mao additionally claimed that his emotion was first roused by the execution of a certain P’ang the Millstone Maker, although there are no records corroborating the existence of such an individual.

It’s safe to conclude that in order to attain a better understanding of Mao’s outlook on the world, it’s worth examining all stages of Mao’s life, not least his college years, where his egotism and fringe ideas were first transcribed on paper. But what qualities did transfer over from his childhood? From what we can confirm, his stubborn behavior is definitely reflected in his later attitude to the CCP leadership; his defiance of his orthodox-viewed father encouraged his adoption of the novel ideas and ideologies, such as democracy, republicanism, and communism, flooding into the country into early 20th century China; and his early-discovered love of books correspondingly prompted him to absorb one after another these recently translated socio-political writings, ranging from moderate to extreme. Although Mao’s childhood was perhaps not the most major period in his life, nor the one in which he adopted communism, it was to a fair degree a stepping stone to his controversial career.

What do you think of Mao’s early life? Let us know below.

Now read David’s article on the Medieval European Jewish State here.

References

Chang, Jung, and Jon Halliday. The Unknown Story: Mao. Anchor Books, 2005.

Spence, Jonathan. “A Child of Hunan.” The New York Times, The New York Times, 2000, https://archive.nytimes.com/www.nytimes.com/books/first/s/spence-mao.html.

Snow, Edgar. “Interview with Mao.” The New Republic, The New Republic, https://newrepublic.com/article/89494/interview-mao-tse-tung-communist-china.

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In 1915 American industrialist and business magnate Henry Ford launched an amateur peace delegation aimed at stopping the First World War raging across Europe. Although it turned out to be disaster rand subject to ridicule, the mission offers an important example of the unorthodox ways in which private citizens have sought to broker peace.

Felix Debieux explains.

A December 1915 Punch cartoon "The Tug of Peace". It ridicules Ford’s peace mission to Europe.

When we think about ‘diplomacy’, a number of images spring to mind. Official-looking statesmen in grey suits, facing off across long tables as they discuss the terms of treaties, ceasefires and trade. This image is a narrow one, and places a great deal of importance on the work of nation states. We might call this ‘Track One’ diplomacy, that is to say the kind of diplomacy conducted in official forums by professional diplomats. There is, however, a second track. Indeed, ‘Track Two’ diplomacy – sometimes referred to as ‘backchannel diplomacy’ - refers to the non-governmental, informal and unofficial diplomacy of private citizens, major corporations, NGOs, religious organisations and even terrorist groups.

Easily overlooked, this second track has sought to shape major historical events – often at times where government-to-government diplomacy is perceived as inadequate, ineffective or to be failing in some way. This was certainly the case with American industrialist and business magnate Henry Ford, who in 1915 launched an amateur peace delegation aimed at stopping the First World War raging across Europe. Although it turned out to be complete disaster ridiculed mercilessly by the contemporary press, the mission offers an important example of the unorthodox ways in which private citizens have sought to broker peace.

A humanitarian industrialist

While Henry Ford’s motives for involving himself in international diplomacy have been disputed, Ford certainly held sincere pacifist sentiments and, from early 1915, had begun to condemn the war in Europe. Indeed, unlike the jingoism readily found among other automotive industrialists like Roy D. Chapin and Henry B. Joy, Ford described himself as a pacifist and aired his frustration with both the war and the profiteering associated with it. This caught the attention of two prominent peace activists, who approached Ford with an ambitious proposal: launch an amateur diplomatic mission to Europe and broker an end to the war.

The two peace activists play a crucial role in this story. The first was Hungarian author, feminist, world federalist and lecturer Rosika Schwimmer. Closely associated with a number of movements including women’s suffrage, birth control and trade unionism, Schwimmer from the very outset of the war had advocated for neutral parties to mediate a peace. In 1915, she successfully persuaded the International Congress of Women at The Hague to support the policy. Her companion was Louis P. Lochner, a young American who had acted as secretary of the International Federation of Students. In 1914, Lochner had been appointed as Executive Director of the Chicago-based Emergency Peace Federation, and – like Schwimmer – called for neutral nations to mediate an end to the war. Both were fervent champions for world peace, and they hoped to persuade Ford to throw his resources behind their proposal.

While their eventual meeting with Ford was a success, the proposal put to the industrialist was not entirely honest. Indeed, Schwimmer claimed to possess key diplomatic correspondence which proved that there were neutral and belligerent nations receptive to her idea of mediation. The documents, however, cannot be described as anything other than a complete fabrication. Nevertheless, they were enough to persuade Ford that there was appetite in Europe for negotiations and so he agreed to finance a peace mission. “Well, let’s start”, he said. “What do you want me to do”?

Chartering a mission to Europe

With Ford sold on the idea of neutral mediation, Lochner suggested that they seek the endorsement of President Wilson. The President could establish an official commission abroad until Congress made an appropriation. If this ‘Track One’ diplomatic route was to fail, Lochner explained, then the President could back an unofficial mission to undertake the work. Ford supported the idea, and seemed excited at the promise of good publicity. Indeed, the industrialist revealed a natural flair for epigram, thinking up such pithy pronouncements as: “men sitting around a table, not men dying in a trench, will finally settle the differences”.

On November 21, 1915, Ford, Schwimmer and Lochner lunched with a group of fellow pacifists. Everybody in attendance approved the plan of sending an official ‘Track One’ mediating mission to Europe and, if that failed, a private ‘Track Two’ delegation. To set the plan in motion, Ford and Lochner would travel to Washington to secure President Wilson’s backing. Possibly jesting, Lochner suggested to the group “why not a special ship to take the delegates over [to Europe]?” Ford immediately jumped at the idea. While some members of the group thought it ridiculously flamboyant, Ford liked the idea for that very reason. Almost immediately he contacted various steamship companies and, posing as “Mr. Henry,” asked what it might cost to charter a vessel. In no time at all, Ford had chartered the Scandinavian-American liner Oscar II.

The very next day, Ford and Lochner arrived in Washington for an appointment with the President. The meeting began well enough, with Lochner observing how “Mr. Ford slipped unceremoniously into an armchair, and during most of the interview had his left leg hanging over the arm of the chair and swinging back and forth”. After exchanging pleasantries, Ford outlined the mission, offered to finance it, and urged the President to establish a neutral commission. While he approved of the principle of continuing mediation, the President explained that he could not anchor himself to any one project and, regretfully, that he could not support Ford’s plan. This was not what Ford had prepared himself to hear. He explained that he had already chartered the ship, and had promised the press an announcement on the following day. “If you feel you can’t act, I will”, he said. While Wilson did not budge from his initial position, this was not enough to deter Ford. “He’s a small man”, Ford said to Lochner as they left the meeting. An unofficial, ‘Track Two’ mission this was going to be.

Casting a net

Eager reporters began to arrive at Ford’s hotel. The industrialist opened his press announcement with a simple question: “A man should always try to do the greatest good to the greatest number, shouldn’t he?” He continued: “We’re going to try to get the boys out of the trenches before Christmas. I’ve chartered a ship, and some of us are going to Europe”. When pressed for more detail about the voyage, Ford explained that he was going to bring together “the biggest and most influential peace advocates in the country”. Some of the heavyweights he listed included Jane Adams, John Wanamaker, and Thomas Edison.

The voyage, unsurprisingly, made front page news in both New York and around the country. While it is not clear what kind of coverage Ford expected, the reaction he did receive was generally derisive. Among his harshest critics was the Tribune, which ran with the headline:

GREAT WAR ENDS

CHRISTMAS DAY

FORD TO STOP IT

Other commentaries were more direct in their criticism. The New York Herald, for instance, described the mission as “one of the cruellest jokes of the century”. This was echoed by the Hartford Courant, whichremarked that “Henry Ford’s latest performance is getting abundant criticism and seems entitled to all it gets”. Usually more sympathetic towards Ford, the World deemed the mission an “impossible effort to establish an inopportune peace.”

Ridiculed though it was, the mission – even before setting sail – was at least generating the kind of publicity which Ford craved. This, however, only disguised the huge logistical problems which the organisers of the project faced. Indeed, having announced 4th December as the date of embarkation, Ford had left only nine days to assemble an entire delegation. This was not only unrealistic, but also put the project on the back foot from the very outset.

Wasting no time in racing towards an impossible deadline, invitations were sent out at once to prospective delegates. The general response provided only further ammunition for the jeering press. Indeed, within just one day of Ford’s press announcement, John Wanamaker and Thomas Edison clarified that they would not be joining the voyage. While Jane Addams confirmed that she, at least, did plan on joining, it was hard to ignore the avalanche of refusals. These included distinguished figures such as William Dean Howells, William Jennings Bryan, Colonel E. M. House, Cardinal Gibbons, William Howard Taft, Louis Brandeis, Morris Hillquit, and many others who would have lent their credibility to the project.

Nevertheless, the net was cast wide enough that some notable peace activists were able to join. Leading suffragette Inez Milholland and publisher Samuel Sidney McClure signed up for the mission, along with more than forty reporters. Also committing to the cause was the Reverend Samuel S. Marquis, a close friend of Ford’s. In the end, the delegation was as large and distinguished as Ford could reasonably expect to assemble within such a tight timeframe. Indeed, the fact that so many were willing to abandon their commitments with only nine days’ notice, in some cases at their own expense, pointed to the prestige and appeal which they believed the mission carried.

All aboard!

The Oscar II set sail from Hoboken, New Jersey on December 4, 1915. Much to the delight of the press, arrangements began to unravel just days before embarkation. On December 1, Jane Addams – one of the mission’s key delegates – fell unexpectedly ill and had to pull out of the voyage. This was a major blow, and no doubt undermined the leadership of the expedition. It was not enough, however, to deter a crowd of roughly 15,000 people from gathering to watch the Oscar II leave the dock. As the band started to play “I Didn’t Raise My Boy to Be a Soldier”, Ford appeared and was met with resounding cheers.

There was certainly no shortage of entertainment to occupy the press. Indeed, just before the ship's departure, a prankster placed a cage containing two squirrels on the gangplank. An accompanying sign read "To the Good Ship Nutty". This was followed by a man who leapt into the water, and proceeded to swim after the ship as it left the dock. Once hauled ashore, he declared that he was “Mr. Zero” and explained that he was “swimming to reach public opinion.” Oblivious to the commotion, the crowd continued to wave and cheer. This clearly made an impression on Ford. As Lochner observed:

“Again and again he bowed, his face wreathed in smiles that gave it a beatific expression. The magnitude of the demonstration—many a strong man there was who struggled in vain against tears born of deep emotion—quite astonished and overwhelmed him. I felt then that he considered himself amply repaid for all the ridicule heaped upon him.”

As the Oscar II faded out of sight, Americans waited to see what effect she might have.

What nobody foresaw was just how soon the delegation would descend into squabbling and infighting. Much of this was triggered by President Wilson’s 7th December address to Congress, in which the case was made for military prepardness and an increase in the size of the US army. This proved to be an incendiary development, with the activists simply unable to agree on their collective response. Indeed, some aboard the Oscar II felt very strongly that the delegation should deprecate preparedness and call for immediate disarmament. Others, however, would not countenance criticism of either the President nor Congress. McClure made his position quite clear:

“For years I have been working for international disarmament. I have visited the capitals of Europe time and time again in its behalf. But I cannot impugn the course laid out by the President of the United States and supported by my newspaper”.

While some among the delegation understood this position, there were those on the voyage who were not so tolerant. Schwimmer, for instance, accused McClure of corrupting the delegation. Lochner went further still, asserting that supporters of preparedness who had joined the voyage must have simply come along for the “free ride”. Such comments only served to stoke disunity, and were lapped up by the ship’s reporters who narrated the infighting in day-to-day stories. “The dove of peace has taken flight,” cried the Chicago Tribune, “chased off by the screaming eagle”. Such reports were accused of having magnified the dispute. “The amount of wrangling has been picturesquely exaggerated,” wrote the activist Mary Alden Hopkins. “A man does not become a saint by stepping on a peace boat.”

While himself strongly opposed to preparedness in any form, it was in the end left up to Ford to patch things up. For him, the success of the voyage was paramount and, if that meant working alongside peace-lovers who supported a degree of preparedness, then so be it. Ford signed a statement, which outlined what he saw as the incompatibility between peace and prepardness but – more importantly – emphasised that all delegates on the mission were welcome. The damage, however, was already done. Indeed, delegates were very aware that their closely-held principles were being savaged in the press. “The expedition has been hampered at every step by the direct and indirect influence of the American press, by the Atlantic seaboard press,” declared one of the passengers.

As the Oscar II continued to steam across the Atlantic, the situation aboard went from bad to worse. An outbreak of influenza spread through the ship, resulting in one person dying and many others falling sick. Ford also fell ill, and retreated to his cabin in hopes of avoiding reporters. This led to a rumour that he might have secretly died, and so a group of the ship’s less considerate reporters forced their way into his quarters to check on the veracity of the story. At the same time, reporters had become highly suspicious of Schwimmer and the diplomatic correspondence she claimed to possess. After some negotiation, Schwimmer agreed to show her evidence but, angered by their comments, cancelled the exhibit. The Hungarian expressed her frustration by locking the reporters out of the Oscar II’s wireless room. By this point the group looked desperately forward to their planned arrival in Norway, where they had been promised a grand welcoming party. Like many other aspects of the mission, however, their expectations were not realised.

Land ahoy!

In the early hours of December 18, the Oscar II docked in Oslo. A handful of Norwegians came by later that morning to welcome the delegation, but this was nothing like the rousing welcome they had been promised. The reception was in fact much cooler, with many Norwegians generally supportive of military preparedness and sceptical towards the mission – particularly Schwimmer. Indeed, Norwegians felt that it was inappropriate for a citizen of a belligerent power to play a leadership role in the peace mission of a neutral country. Further still, Norwegians were generally pro-Ally and believed that peace could only be attained after Germany’s military strength had worsened. Onlookers were surely disappointed when a very sick Ford, who insisted on walking from the dock to his hotel, collapsed and went to bed. The most distinguished member of the delegation would make no further public appearances while in Norway.

Regretfully, Ford’s health showed no signs of improvement. He “was practically incomunicado”, recalled Lochner, who suspected that Ford’s friend, Samuel Marquis, was trying to talk the industrialist into returning to America. “Guess I had better go home to mother”, Ford eventually said to Lochner, “you’ve got this thing started now and can get along without me.” Lochner strongly objected, believing that Ford’s presence was critical to the success of the mission. This was to no avail, and on December 23 Ford began his long journey back to the US.

The effect this had on the rest of the delegation is rather predictable. Some felt depressed, disheartened and perhaps even a sense of betrayal. Lochner attempted to re-motivate the group: “before leaving, [Ford] expressed to me his absolute faith in the party and… the earnest hope that all would continue to co-operate to the closest degree in bringing about the desired results which had been so close to his heart—the accomplishment of universal peace”. While certainly commendable, Lochner’s efforts to soften the blow fell short. After all, everybody knew that Ford was the only one among them who commanded the stature needed to impress and energise the representatives of neutral nations. Though he continued to support the mission both morally and financially, the activists who Ford left behind inevitably splintered further apart. Nevertheless, the disjointed delegation was able to claim one success: the establishment of the Neutral Conference for Continuous Mediation.

Held in Stockholm, the Conference - attended by representatives from the US, Denmark, Holland, Norway, Sweden, and Switzerland - sought to encourage neutral governments to mediate an end to the war. On May 18, 1916, the Conference issued a manifesto asking belligerent nations to participate. The manifesto laid out three general activities: mediation between belligerents, propaganda to build public support for peace, and scientific study of the political problems. The Conference even managed to meet with the Danish Secretary of Foreign Affairs, its first formal recognition by a European government. Ultimately, however, there were no further successes that the activists could point to. Indeed, their quick work to develop a program failed to gain traction in the parliaments of the neutral nations; no action at all was taken by any of the targeted governments. By March 1, 1917, with the US moving closer to entering the war, Ford made the decision to discontinue the Conference. The total bill for the peace mission? Half a million dollars - $10,100,000 in 2022.

A total failure?

How should we evaluate the peace mission? Former US Senator Chauncey M. Depew famously reflected that “in uselessness and absurdity” the peace mission stood “without equal”. This, perhaps, is the easiest assessment of the delegation’s efforts. Indeed, without ever agreeing on how they intended to achieve peace, the group failed to persuade any neutral nation to adopt a policy of mediation. In the process, those who boarded the Oscar II were subjected to relentless ridicule and criticism. This was always about more than bruised egos, with some believing that the ridiculousness of the mission risked the credibility of their deeply-held principles. The Baltimore Sun, for instance, judged that "all the amateur efforts of altruistic and notoriety-seeking millionaires only make matters worse".

Nevertheless, Ford himself asserted that the peace ship was a success. It "got people thinking” about peace on both sides of the Atlantic, he claimed, and “when you get them to think they will think right”. Was he hurt by the level of ridicule he was subjected to? It is impossible to say, but he later reminded people that at a time when no serious effort was made to bring the war to an end, he stood up and acted. “I wanted to see peace. I at least tried to bring it about. Most men did not even try”. Ford’s positive assessment of the peace mission was surely influenced by its commercial outcomes. Tellingly, he described the expedition as the “best free advertising I ever got”.

Indeed, Ford was very much attuned to the commercial benefits of a highly publicised journey to Europe. Lochner, in fact, concluded that publicity was the only definite part of Ford’s thinking. “If we had tried to break in cold into the European market after the war, it would have cost us $10,000,000. The Peace Ship cost one-twentieth of that and made Ford a household word all over the continent”. While for the activists peace was everything, for Ford this was also an investment - an opportunity to advertise his benevolent character across Europe and America. After the war, Ford would go on to become the largest manufacturer of Liberty Motors for aircraft, blurring the boundaries he had once set between profiteering and pacifism.

A rounded assessment of the peace ship would not be complete without considering its long-term impact. Indeed, it should be remembered that ideas stimulated during the mission eventually wound up in President Wilson’s Fourteen Points, a statement of principles for peace to be used in negotiations to end the war. Notably, the list included a commitment to transparent peace treaties, free from the greedy tentacles of private deals struck on the side. This was an idea thought up by activists who had participated in the peace mission. Though they might have failed to bring an end to the war, these ‘Track Two’ citizen diplomats can claim a legacy of sorts, pioneering alternative modes of peace-building less dependent on government leadership.

What do you think of the ‘Ship of Fools’? Let us know below.

Now read Felix’s article on Henry Ford’s calamitous utopia in Brazil: Fordlandia here.

References

Open War Aboard the “Peace Ship", J. Mark Powell.

The Peculiar Case of Henry Ford, The University of Michigan and the Great War.

Henry Ford And His Peace Ship, American Heritage, Volume 9, Issue 2, February 1958.

The “Peace Ship”: An Early Attempt at Citizen Diplomacy, Read the Spirit.

The Peace Ship: Henry Ford’s Pacifist Adventure in the First World War, Barbara Kraft, New York, 1978.

The Odyssey of Henry Ford and the Great Peace Ship, Burnet Hershey, New York, 1967.

Second Track / Citizens' Diplomacy: Concepts and Techniques for Conflict Transformation, John Davies, Edward Kaufman, eds., Maryland, 2002.

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Millions of tourists visit London each year to take in the city's iconic architectural sites and attractions. It is hard to imagine that the iconic River Thames was once a site of unbearable stench and disease that choked Londoners. The summer of 1858 was labelled as the Great Stink by the British press and was a result of many years of poor living conditions, sanitation and a lack of public health reforms. The Great Stink was the tipping point that encouraged a change of attitude towards public health from a laissez-faire attitude, where the government did not interfere with public health, to a desire to improve living conditions. A laissez-faire attitude meant that government officials took a step back from interfering with social welfare and let issues take their own shape naturally.

In part 2, Amy Chandler explains how throughout history, the “Thames was effectively the city’s sewer for centuries” as the banks became “dominated by factories, furnaces and mills, all dispensing their foul waste and chemical pollutants into the river”.(1) This article explores how Joseph Bazalgette constructed the London sewer system to clean up the River Thames from sewage.

If you missed it, part 1 on what caused the Great Stench is here.

An 1828 cartoon: Monster Soup commonly called Thames Water.

What to do about the Great Stink?

The perseverance to improve public health culminated in the Great Stink of 1858 from June to August. The heat wave in the summer of 1858 made the River Thames a bubbling vat of stench and raw sewage that contributed to outbreaks of disease, such as cholera, across London. Throughout that summer, the Thames water levels fell leaving piles of sewage and waste to visibly build up in public view. The build-up of waste was now staring Londoners and government officials in the face. The laissez-faire attitude of avoiding public health problems was no longer an option for Parliament.

In July 1858, Parliament discussed the “purification of the River Thames” and what course of action to take to solve the problem of sewage flowing into the river. The Chancellor of the Exchequer, Benjamin Disraeli, described the river as an “unexpected calamity” for many but that there was always “an observant minority in the community which has expected the catastrophe” for some time. (2) For some members of the public and Parliament, it may have been a shock that London’s population was suffering from cholera and other diseases. But for a select few like Sir Edwin Chadwick and Dr John Snow, concerns of public health and welfare was an imperative thought. The problems of the Great stink was, to a point, inevitable as living conditions were continuing to decline as London’s population expanded and the government continued to avoid passing any bills to improve public health in poverty and disease-stricken areas. It was not until Members of Parliament became affected by the smell of sewage and waste from the river that they felt it was time to take charge of London’s public health. If the Houses of Parliament were not built directly next to the River Thames, it may have been unlikely that public health would have taken a dramatic change in the way that it did in 1858. The smell became so unbearable that it “severely affected [Parliamentary] business” with strong consideration of moving Parliamentary business to Oxford or St. Albans as well as the “curtains were soaked in chloride to attempt to mask the smell”. (3) The Times reported Members of Parliament were frequently seen with handkerchiefs pressed against their noses as their offices overlooked the Thames and became surrounded by the stench. (4)

Many satirical cartoons at the time, such as Punch, illustrated the dire reality of London’s public health. These cartoons often personified the River Thames as ‘Father Thames’ as ill and in poor health because of the pollution and tonnes of sewage forced and filtered into the Thames and drinking supplies were killing the life force of London. In many ways, the personification of the dying River Thames mirrors the deterioration and ill health of the inhabitants in poverty-stricken areas of London. The British government was reluctant to take responsibility for allowing London’s “noble river” to become a “stygian pool, reeking with ineffable and intolerable horrors” but Disraeli commented that “this House, in pursuit of health” passed the bill to pump raw sewage into the waters of the River Thames, they ignored the voices of “persons of great authority on such matters” who could predict that such a health calamity was imminent. (5) Disraeli insinuated that this laissez-faire attitude of not interfering with the spread of disease and poor living conditions was the government's fault for not taking more control of the situation.

One method the government attempted in July 1858 was to pour lime chloride into the Thames to remove the smell of sewage and waste. In some ways this was a logical solution given the current scientific miasma theory that disease and illness were caused by bad smells. In nineteenth-century logic, overpowering the smell of the Thames not only stop disease but also removed the horrible smell. However, this was not effective and calls for a sewer system and reforms to purify the Thames was growing amongst Parliament and notable public figures.

On 2 June 1858, the Metropolitan Board of Works made a decision regarding London’s sewage problem and announced that they planned to “defer all consideration of it [the sewers] until the middle of October” and leave the summer period undisturbed with no changes. (6) In response, Sir Benjamin Hall commented on the selfishness of the Board of Works for using the city’s discomfort as a bargaining tool to pressure Parliament to resolve “the engineering and financial arguments in its favour”. (7) The Board of Works previously proposed to build a sewer system but was unsuccessful in receiving enough funds from the government to complete their project. As the city's health deteriorated, and Members of Parliament became increasingly afraid of becoming unwell through bad air, the need to find a solution became heightened. By 15 July 1858, Disraeli passed the Metropolitan Local Management Act that amended the 1855 Metropolis Local Management Act to “extend the Metropolitan Board of Works for the purification of the Thames and the main drainage of the Metropolis”. (8) By 2 August 1858, this act was officially passed after eighteen days and allowed the Board of Works full authority on the project and borrow £3,000,000 to carry out the project and deodorise the Thames in the meantime before work started. (9)

Bazalgette’s construction of the London sewer systems

The Metropolitan Board of Works was given full authority and enough money to start work on tackling London’s waste problem. Joseph Bazalgette was in charge of constructing London’s new sewer system with the plan to create a network of main sewers that was parallel to the River Thames and filter waste and surface water away from the city. (10) The project was overseen by Bazalgette, who took great care and consideration into every aspect of the construction, from personally measuring the lead and cement contents for each brick used within the tunnels. Much of Bazalgette’s work “involved substantial bank extension and infill, reducing the width of the river in the central part of the city.” (11) Bazalgette used a new type of cement called Portland cement that was strong and water-resistant to support the tunnels from collapse and sewage wearing down the interiors. The project required 318 million bricks, 670,000 cubic metres of concrete, and over a thousand labourers to excavate the tunnels. This increase in labour saw brick layers wages increase by 20%. (12)

Aside from building interconnecting pipes and sewer systems from east to west across London that collected waste and rainwater, Bazalgette also built four pumping stations, and two treatment works to manage, treat sewage and pump out the purified liquid into the River Thames. (13) The Abbey Mills Crossness pump station is still operational today and open for public visits. The pumping station is decorated with ornate Byzantine-style architecture and described as The Cathedral of Sewage because of its ostentatious designs that are out-of-place for the nature of the building. Many wealthy Victorians enjoyed ornate architectural designs therefore something as unappealing as a sewage house was designed in an ornate and extravagant style. Furthermore, Bazalgette’s construction of the London sewer system transformed London from below ground and above by building the Victoria, Albert and Chelsea Embankments that narrowed the Thames by 52 acres causing water to flow faster. (14)

The construction of the sewer system transformed London’s landscape, shape and improved the health of the city’s population. Many visitors to London may notice the decadent and intricately designed benches and Dolphin lamp-posts that line London’s popular Thames Embankment. The Metropolitan Board of Works decided to illuminate the new Embankment with electric lights and asked for design submissions. The ornate fish-shaped lamps were designed by George John Vulliamy in the late 1860s. The Board of Works received many designs, one designed by Bazalgette is situated on the Chelsea Embankment. The ornate lamp designs are a visible legacy of the transformation of London from a dirty and disease-ridden city to a cleaner and more sophisticated river where many walk and enjoy the sights London has to offer.

The sewer system is still in use in London today, and it was because of Bazalgette’s forethought that London’s population was expanding rapidly and would continue to grow over time. He, therefore, created the sewer pipes to be larger than necessary to accommodate an increased amount of waste in the future. This forethought has allowed the sewer system to last for over 150 years and is only now undergoing repairs to the tunnels to ensure London’s sewers continue to function efficiently. London’s sewer system today faces something unimaginable to Bazalgette, the fatbergs that block the tunnels of the sewers forcing sewage to pile up within the tunnels. For example, the 2017 fatberg was removed from Whitechapel. There is a certain irony that our modern obsession with cleanliness and the use of products, such as wet wipes and other items of personal hygiene, are now discarded by modern Londoners in a similar way to how the Victorians were keen to dump their waste in the Thames. Both of course are equally disruptive and likely to cause a stink!

What do you think of the Great Stink? Let us know below.

Now read Amy’s articles on Ignaz Semmelweis’ key contribution to medicine - hand-washing in hospitals here.

Bibliography

Bibby, M. ‘London’s Great Stink’, undated, Historic UK < https://www.historic-uk.com/HistoryUK/HistoryofBritain/Londons-Great-Stink/ >.

Collinson, A. ‘How Bazalgette built London’s first super-sewer’, 26 March 2019, Museum of London < https://www.museumoflondon.org.uk/discover/how-bazalgette-built-londons-first-super-sewer >.

Crossness Engines, ‘Visit Us’, 2022, Crossness Engines https://www.crossness.org.uk/visit.html .

Curtis, S. ‘The River Thames: London’s Riparian Highway’ in: A. Smith and A. Graham, eds., Destination London (London: University of Westminster Press,2019).

Halliday, S. ‘Sir Joseph Bazalgette and the Great Stink’, April 2012, London Historians https://www.londonhistorians.org/?s=articles .

Halliday, S. The Great Stink of London: Sir Joseph Bazalgette and the Cleansing of the Victorian Metropolis, The History Press, Gloustershire, 2013, ebook, p.1781.

HC Deb, 15 July 1858, vol 151,cols 1509W.

Patowary, K. ‘The ‘Great Stink’ of London’, 14 July 2017, Amusing Planet < https://www.amusingplanet.com/2017/07/the-great-stink-of-london.html >.

UK Parliament, ‘Estimate of expense River Thames Purification Bill 1866’, undated, Uk Parliament < https://www.parliament.uk/es-test-gallery-page-dnp/living-heritage2/building/palace/estatehistory/from-the-parliamentary-collections/thames/estimatethamespurification/ >.

1 S. Curtis, ‘The River Thames: London’s Riparian Highway’ in: A. Smith and A. Graham, eds., Destination London (London: University of Westminster Press,2019)p.168.

2 HC Deb, 15 July 1858, vol 151,cols 1509W.

3 UK Parliament, ‘Estimate of expense River Thames Purification Bill 1866’, undated, Uk Parliament < https://www.parliament.uk/es-test-gallery-page-dnp/living-heritage2/building/palace/estatehistory/from-the-parliamentary-collections/thames/estimatethamespurification/ > [accessed 22 March 2022].

4 M, Bibby, ‘London’s Great Stink’, undated, Historic UK < https://www.historic-uk.com/HistoryUK/HistoryofBritain/Londons-Great-Stink/ >[accessed 18 March 2022].

5 HC Deb, 15 July 1858, vol 151,cols 1509W.

6 S.Halliday, The Great Stink of London: Sir Joseph Bazalgette and the Cleansing of the Victorian Metropolis, The History Press, Gloustershire, 2013, ebook, p.1781.

7 Ibid., p.1789.

8 Ibid.,p.1798.

9 Ibid.,p.1853.

10 Ibid.,pp.1880-88.

11 Curtis,op.cit.,p.168.

12 A, Collinson, ‘How Bazalgette built London’s first super-sewer’, 26 March 2019, Museum of London < https://www.museumoflondon.org.uk/discover/how-bazalgette-built-londons-first-super-sewer> [accessed 10 March 2022].

13 S.Halliday, ‘Sir Joseph Bazalgette and the Great Stink’, April 2012, London Historians https://www.londonhistorians.org/?s=articles [accessed 18 March 2022].

14 Ibid.

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Few people have had such a profound impact on the American political and journalistic consciousness as Katharine Graham. Her major role was leading the Washington Post from 1963 until 1991. David Huff explains.

Katharine Graham in 1975, available here.

Overview

Born Katharine Meyer in 1917 in New York City, she was the daughter of Eugene Meyer, who was an American businessman and publisher of the Washington Post newspaper, which he acquired in 1933. After attending Vassar College, she transferred to the University of Chicago, where she received her B.A. degree in 1938. After college, she worked for a year as a reporter for the San Francisco News. After briefly employed in San Francisco, she joined the editorial staff of The Washington Post. In 1940, she married Philip Graham, who was a graduate of Harvard Law School.

In 1946, Philip Graham assumed the position of publisher of the Post. He served as publisher and later co-owner of The Washington Post and its parent company, The Washington Post Company. During his years with the Post Company, Graham helped The Washington Post grow from a fledgling local paper to a national publication and the Post Company expand to own other newspapers as well as radio and television stations. Tragically, however, Phillip Graham committed suicide in August 1963 after suffering from manic depression. As a result, Katharine Graham was transformed from a reticent widow to publisher and chief executive of The Washington Post. Strong-minded, gifted and engaging, Ms. Graham recognized the extraordinary talent of other outstanding individuals in the publishing community. She hired Benjamin Bradlee first as managing editor and then as executive editor to handle the newsroom operations of the growing and well-respected newspaper. Under their tutelage, the Post confronted major crises—the Pentagon Papers and the Watergate Crisis—that no one could have foreseen. Yet, Graham and Bradlee both possessed strong instincts and judgment, a tenacious and unequaled work ethic, and outstanding interpersonal skills that enabled them to survive these political tribulations.

The Pentagon Papers Controversy

In 1967, former Secretary of State Robert McNamara commissioned a study known as The Pentagon Papers, which was the history of the Vietnam War and the decisions made therein by American foreign policy makers from 1945–1967. As the Vietnam War escalated, with more than 500,000 U.S. troops in Vietnam by 1968, military analyst Daniel Ellsberg—who had worked on the project—came to oppose the war, and decided that the information contained in the Pentagon Papers should be available to the American public. In March 1971, he gave a copy of the report to The New York Times, which then published a series of shocking articles based on the report’s most appalling secrets. In sum, the papers revealed that the United States government had broadened the initial war in Vietnam into Southeast Asia with the military bombing of Cambodia and Laos, coastal raids on North Vietnam, and Marine Corps attacks. At that time, these seminal events were not reported by the American press.

On June 13, 1971, the Times began to publish a series of articles based on the information contained in the Pentagon Papers. After several published pieces, the Justice Department issued a temporary restraining order against further release of the material, arguing that it was harmful to the country's national security. In the landmark Supreme Court decision in New York Times Co. v. United States, 403 U.S. 713 (1971), the Times and The Washington Post joined forces to fight for the right to publish, and on June 30, the U.S. Supreme Court ruled 6-3 that the government had failed to prove harm to national security and that publication of the papers was justified under the First Amendment’s protection of freedom of the press.

Due to the favorable Supreme Court ruling, The Washington Post's reputation was enhanced by Graham's defiance of a restraining order by pursuing publication of the Pentagon Papers. To her credit, Graham fought U.S. government efforts to censor the material, which, in turn, upheld the First Amendment right of the free press against prior restraint by the government.

The Watergate Crisis

A year later, on June 17, 1972, a break-in at the Democratic National Committee ("DNC") headquarters in the Watergate complex in Washington, D.C. triggered a political earthquake that shook the foundation of America's democratic institutions. The subsequent cover-up by people who worked for or with the White House, and by Nixon himself, created a constitutional crisis that not only threatened America's "checks and balances" in its democratic representative system, but also called into question the presidency itself.

During the crisis, Katharine Graham faced the full wrath of the Nixon administration as the paper's reporters—Carl Bernstein and Bob Woodward—sought to piece together the story of the Watergate burglary. Throughout the Watergate Crisis, Woodward and Bernstein were fed leaks by a deep-background source they referred to as "Deep Throat," who was later revealed to be FBI deputy director W. Mark Felt, Sr. They kept up a constant stream of leads demonstrating not only the direct involvement of Nixon officials in Watergate activities, but also that the Watergate wiretapping and break-in had been financed through illegally laundered 1972 campaign contributions. In a shocking cover-page article, The Washington Post reported on October 10, 1972 that the Watergate bugging incident stemmed from a "massive, nationwide campaign of political spying and sabotage conducted on behalf of the president's re-election committee officials.”(1)

"The investigation of such a tangled web of crime, money, and mischief would have been hard enough under the best of circumstances, but it was made much harder given the unveiled threats and major and minor harassments by a president and his administration,”(2) she wrote in an excerpt from her 1997 memoir, Personal History. At the end of 1972, Republican businessmen challenged the licenses of two Florida TV stations owned by The Washington Post Company, causing the company's stock price to drop by more than 50 percent.(3) "Sometimes I wondered if we could survive four more years of this kind of strain, of the pressures of living with an administration so completely at odds with us and determined to harm us.”(4)

Graham described her own role in the unfolding story as "a kind of devil's advocate, asking questions all along the way -- questions about whether we were being fair, factual, and accurate.”(5) She downplayed the notion that she had shown courage by standing by her reporters and editors, saying she had no choice. "By the time the story had grown to the point where the size of it dawned on us, we had already waded deeply into its stream.”(6) "Once I found myself in the deepest water in the middle of the current, there was no going back.”(7)

After months of painstaking investigation by Woodward and Bernstein and U.S. Congressional hearings, coupled with the discovery of President Richard Nixon's secret tape recordings, the United States Supreme Court stepped into the unfolding political drama. On July 24, 1974, in United States v. Nixon, 418 U.S. 683 (1974), the Court ruled in a unanimous decision against President Richard Nixon, ordering him to deliver tape recordings and other subpoenaed materials to a federal district court. On July 30, 1974, Nixon complied with the order and released the subpoenaed tapes to the American people. Nine days later, on August 8, 1974, President Richard Nixon delivered a nationally televised address in which he announced his decision to resign the presidency, effective at noon on August 9, 1974. At that time, Vice President Gerald R. Ford was sworn in as the nation's 38th President of the United States.

Watergate had a profound impact on the American system. It provided the impetus for pernicious cynicism and collective alienation toward the American political process. The intrinsic values and institutions that many people held as sacred-honesty, trust, company loyalty, and faith in a benevolent government-had been tainted and corrupted during the crisis. As a result, many Americans lost faith in the federal government and the reputation of the presidency was greatly damaged. Furthermore, many Americans were astounded that their democratically elected officials were culpable of such undemocratic and criminal behavior. Moreover, from an historical perspective, the Watergate Crisis served to deepen the political disenchantment and growing cynicism that commenced after the assassination of President John F. Kennedy and the bloody quagmire in Vietnam.

Legacy

Katharine Graham faced many tribulations, but she rose above them, created a name for herself and, in my opinion, forever changed the face of journalism. Graham, who became America's first female Fortune 500 CEO, was a mover and a shaker whose breadth of knowledge and depth of character touched a deep and resonating chord in American society. Her life gave meaning to the phrase that adversity builds character. Through tragedy and disappointment, Ms. Graham's sense of moral clarity enabled her to adapt, to endure, to develop a will of iron in order to bear the burdens that fate dealt her with uncommon grace. Rather than retreat into isolation and self-pity, she rose to the occasion to summon and cultivate political and journalistic impulses that existed within her and in turn, utilized them to strengthen America's democratic institutions.

Conclusion

Finally, despite Ms. Graham's continual political tribulations during the Nixon presidency, she maintained not only a firm and steadfast loyalty, but also a strong and unswerving commitment to her brave, passionate and determined counterparts at the Post. Ms. Graham's unparalleled support for her reporters as well as her editors led to landmark journalism, which reverberated through the highest levels of our government and culture. She helped to create one of the world's great newspapers, and her legacy lives on through the quality of reporting and editorial writing that Americans have come to expect from the Post and written media at large.

In essence, what the American people should gain from Ms. Graham's telling experience is that our political system is tilted more toward personal aggrandizement than to individuals willing and able to make a real contribution. Graham's story underscores the reality that a person's loyalty and experience - though important attributes - are often sacrificed for political expediency.

Ultimately, her success is directly related to those superb professional skills but, as with all great people, it is the result of the priceless qualities of depth of personality and strength of character. It is those latter traits, which America needs more than ever, that make her truly irreplaceable and will cause her to live forever.

What do you think of the article? Let us know below.

Now read David’s article on Jackie Kennedy’s influence on the arts here.

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The European colonization of South America had a number strange episodes - and perhaps one of the most unusual was Klein Venedig. This was an attempt to set up a German settlement in modern-day Venezuela - however the focus ended up being heavily on the search for the fabled lost city of gold - El Dorado. Erick Redington explains.

Portrait of Phillip von Hutten, a Lieutenant-Governor of Klein Venedig in the 1540s.

An Imperial Election

The Holy Roman Empire. As Voltaire wrote, it was neither Holy, nor Roman, nor an Empire. A patchwork of about 1,800 states, free cities, margravates, and other polities. This politically complicated entity would be the start of one of the strangest, and most little known, colonization efforts in the New World. In 1519, Emperor Maximilian I died, and a new Emperor had to be crowned.

In any other empire, crowning a new Emperor would be as simple as consulting a family tree. However, this was the Holy Roman Empire. It was an elective monarchy. Seven electors, important rulers within the Empire, would choose the new Emperor. Elections were not straightforward, for the Holy Roman Empire was extremely decentralized and individual rulers were very jealous of their own powers and rights in relation to the Emperor. To achieve a majority of the electors and be chosen Emperor would come at a high cost, both politically and economically.

The election of 1519 would not be a normal election. The three men who put themselves up as candidates were the three most famous rulers in Europe at the time: Henry VIII of England, Francis I of France, and Charles I of Spain. Between these three men, much of the wealth and power of the continent rested. The wealth that could be spent by the three men whetted the appetites of the seven electors. It would take a significant amount of politicking and deep pockets to win the election.

Charles could not be too careful. Henry VIII and Francis I ruled countries outside the Empire, while Charles was Archduke of Austria in addition to King of Spain. That made him the “German” candidate. But he had been raised in the Low Countries and was primarily King of Spain. If Charles lost the election, his possessions would be too far-flung and diverse to defend easily. And if Francis I became Emperor, a German Holy Roman Empire united to France under a young and ambitious king would be unstoppable. For Charles, the election had to be won, no matter the cost. And cost meant money. Lots of money. Charles would borrow enormous sums of money for “gifts” to the electors and others who could influence them. Although Charles would in the end be elected unanimously, this belies the closeness of the election. Once the election was won, however, the bill would come due. The loans would have to be repaid.

Buying a Crown

Medieval and early modern Europe had a thriving banking industry. Two of the biggest names in banks of the time were Fugger and Welser. These families grew rich lending money to kings, dukes, princes, and even private individuals. Lending money to a man who now ruled half of Western Europe was a great business strategy. Charles knew he would have to repay his creditors. His problem was that from the moment of his election, he was beset by crises throughout his domains. Crises are expensive, but if he defaulted on his loans, he could not expect to get more in the future. There had to be another solution.

It was only 27 years before Charles’ election that Columbus made his first voyage to the New World. By the time Charles was elected, his first throne, the Kingdom of Spain, owned half of the Western Hemisphere. Spain’s empire was more than a land of milk and honey. It was a land of gold and silver. Landless mercenaries leaving Europe poor and unloved were returning ennobled and wealthy beyond the dreams of avarice. Treasure ships were sailing into Cádiz and Seville bringing untold wealth. For Charles, this wealth was needed more to pay for wars against Francis, who was still bitter about losing the election, the Ottomans, who were attempting to push Islam further into the heart of Europe, and Protestants, who were threatening the very existence of the Empire and the religious unity of Western Europe. Bartholomeus Welser was a shrewd businessman. As the leader of his family’s banking firm, he had backed the right horse in the Imperial election. He wanted to be repaid by Charles but knew about the Emperor’s financial situation. He saw the wealth coming from the New World and wanted in.

The Province of Venezuela had been founded in 1527. Meant to govern the area around the Orinoco River, the economic potential of the area seemed limitless. There were rumors of gold mines, gems, silver, and many other riches. The problem was the area was undeveloped and unexplored. Welser saw an opportunity to extract the wealth of the New World directly, and Charles saw a cheap way to settle a debt. In 1528, Charles granted a charter for Welser to take control of an area roughly corresponding to Venezuela. The southern boundary was to be the “South Sea,” still undefined. All this territory was to be controlled by Welser but also in the name of Charles. Welser would have to fund an expedition, conquer the country, and build defenses at his own expense. If the rumors of boundless riches were true, the expense would be a pittance in comparison.

To Find El Dorado

Welser named Ambrose Ehinger as Captain-General of the new colony of Klein Venedig, or Little Venice in German. On February 24, 1529, 480 men of German, Spanish, and Portuguese extraction, along with some slaves, landed at Santa Ana de Coro, on the north coast of Venezuela. Very soon, it became clear that rumors of massive gold mines right on the coast were simply rumors. Ehinger was still determined to make his mark, and his fortune, and decided to explore the interior of the continent. Some say he was searching for El Dorado, the fabled lost city of gold. Others that he was looking for the mines of the natives who were in possession of some gold. Ehinger prepared his expedition carefully. After all, the grant went an undefined amount of space south, and he did not know how far he would have to go.

Ehinger’s expedition, accompanied by a number of native porters, departed and explored the shores of Lake Maracaibo. The record of brutality towards the natives of the area, the Coquivacoa, and those who were part of his expedition was horrendous. The porters were tied together by the neck in a long rope-chain and subjected to a brutal work regimen. When one man would fall out due to fatigue, he would simply be decapitated, thus freeing the rope and allowing the chain to move on. The natives, finding this brutal man, and his brutal expedition moving through their territory, fought. On September 8, 1529, he would establish the city of Neu Nürnberg, later called Maracaibo. Despite the fierce resistance of the natives of the area, and not finding the gold he wanted to, Ehinger saw the expedition as a success. He would outfit another.

The second expedition would be prepared like the first. Large numbers of native porters and a large military contingent. The expedition would set off south and west from Coro in 1531. This excursion would become a hell on earth. The Spanish would devastate native villages. The terrain was horrible. Brutality toward the native porters was normal. One group, sent back with 70,000 pesos worth of gold, had to abandon the treasure and eventually turned to cannibalizing what remained of their porters. For almost three years, the expedition roamed the jungles of Klein Venedig looking for the city of El Dorado, or at least a little more gold. Ehinger ordered his soldiers to take all gold from the natives they could find. He, however, forbade his men from buying food from the natives, even though the natives wanted to sell them food. Ehinger was, amazingly after all this, allegedly desirous of not annoying the natives. Eventually, Ehinger would be shot in the neck with a poison-tipped arrow and died on May 31, 1533.

A New Governor but the Same Goal

The successor of Ehinger would be George von Speyer, who was appointed the new governor by Charles. Speyer was determined to succeed where Ehinger had failed. He would find his fortune, he was sure. Speyer outfitted an expedition of about 2000 men and set off for the interior in 1535. This expedition would cross mountains and rivers. They would be the first expedition to cross the Mal-País. The natives were just as hostile to Speyer as they had been to Ehinger. They were also smart. They would encourage Speyer and his men that just over the horizon was a city where people were dress well and lived lavishly in a gold city. Speyer and his men overlooked the warning signs of disaster and pressed on, driven to emulate Cortés and Pizarro.

Once the expedition had gone a few hundred miles, Speyer decided to split the expedition to cover more ground. The plan was to meet up at a designated rendezvous point later on. After further travel, and several mutinies amongst his men, Speyer was forced to turn back and return to Coro. One source says that 310 of the 400 men under Speyer died. The other half of the expedition was commanded by Ehinger’s second in command Nicholas Federmann. Federmann had been angry that he had not been made his friend’s successor and had been superseded by Speyer. He had been the choice of the Welser, but Charles had overruled them and appointed Speyer instead. Federmann was seen by many of Charles’ advisors as a cruel and overbearing man. Whether he was either of those things, he was a great leader of men. It has been written of him that he was tireless in driving his men but led by example and did not expect any man to do that which he would not do himself.

Now, presented with an opportunity for independent command, Federman grabbed his chance with both hands and made his own expedition. Through force of will, he brought his expedition over the Andes and into the valleys of New Granada, ignoring Speyer’s orders. Although Jiménez de Quesada would make it to southern Colombia first by a few weeks, the achievement of Federmann was not small. A confrontation would occur between Quesada, Federmann and Sebastián Belalcázar, all three of whom led expeditions to the area and therefore believed they had rights to the treasures of the region. After a period of negotiation, all three men agreed to go to Spain together and request King Charles settle the dispute. Charles would eventually rule in favor of Quesada. Federmann would return home to Augsburg where he was promptly fired by the Welsers.

Speyer would go on to make several more expeditions. He would continue to search for three more years after the famous first expedition ended. By 1539, sick and worn out from expeditions, Speyer resigned as governor of Klein Venedig. He wanted to return to Europe but was persuaded to turn back at Santo Domingo out of a sense of duty. He would not live long, however, dying in 1540 at Coro. After Speyer’s death, the governorship passed to Phillip von Hutten. Hutten had been on Speyer’s expeditions and, shockingly, still had a desire for more.

To Do the Same Thing Over and Over…

Hutten would begin his first expedition in August 1541. Falling for the old native trick of convincing the explorers that all the gold was just over the next hill, Hutten pressed on with reckless abandon. The natives pointed Hutten to the Omaguas tribe, a powerful and warlike tribe. When the expedition arrived in Omaguas territory, Hutten was convinced this was the gateway to the fabled El Dorado. He was determined to capture living Omaguas to find out more. This resulted in a battle with an estimated 15,000 natives. The expedition, worn down through years of travail by this point, could not cope with this force. Hutten decided to return to Coro and mount a major expedition.

Hutten and his men were convinced they had been within the grasp of the fabled city. All Hutten had to do was get back to Coro, mount another expedition, and he would be the next Cortés. What he did not know was that he had been gone too long. In 1545, after not hearing from Hutten for years, the Spanish had appointed Juan de Carvajal as Captain-General of Venezuela. When only 100 miles from Coro, Carvajal, realizing that if Hutten returned, he would lose his position, captured the unfortunate Hutten. Hutton, accompanied by one of Bartholomew Welser’s sons and the expedition’s bodyguard, were all hacked to death on Carvajal’s orders.

By this point, the colony was in chaos. None of the riches that had been promised had been found. The only thing the Welsers had really accomplished was to capture natives and sell them into slavery. There were no farms, no commerce. Everyone had been so wrapped up in finding El Dorado that a true settler colony, the original intention, did not exist and there was no real plan to build one. Hutten would be the last governor of Klein Venedig. This sad disaster of a colony would not be definitively put out of its misery as Hutten had been. It would die with a whimper. Although the legal existence of the colony would continue for a while longer, the attempt to settle Germans, and the Welser’s grand dreams of limitless gold were over.

What do you think of Klein Venedig? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

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In the eyes of foreigners, the Netherlands has a controversial tradition. Every autumn an old man named Sinterklaas (a figure based on Saint Nicholas, patron saint of children and one of the sources of the popular Christmas icon of Santa Claus) with a staff, a miter and a long beard arrives in the Netherlands on a steamboat accompanied by dozens of servants, called zwarte pieten (Black Petes). These Petes have traditionally been painted black, have bright red lips, gold earrings, and curly hair. Black Pete hands out sweets and presents to children. To outsiders this whole tradition has an obvious stereotypical racist character, but for many Dutch people it is an innocent tradition: they say this has nothing to do with racism. In the last ten years in particular there has been increasing criticism of the racist character of Black Pete, both from minority groups within the country and from abroad. This is a very delicate situation in the generally liberal and tolerant Netherlands. Fierce discussions and demonstrations by supporters and opponents characterize the past ten years. Why is this tradition so highly valued and how should it continue?

Bram Peters explains.

Illustration from Jan Schenkman's book Sint Nikolaas en zijn Knecht (Saint Nicholas and his Servant).

Although Sinterklaas is a tradition for children, it’s always the adults who say Black Pete must stay black, not the children. This has to do with the fact that adults have an image from their youth of what Black Pete should look like. Children don’t have those memories. And that’s why it’s so sensitive. Adults feel that a tradition they have only fond childhood memories of may not be passed onto the next generation. Their tradition is under pressure to change and that hurts. Every survey shows that it is mainly older Dutch people who want to stick to the traditional appearance of Black Pete. Younger generations are more open to change.

Over the past ten years you can see that the annual recurring discussion is starting to influence public opinion. The number of Dutch people who are in favor of the traditional Black Pete decreases a little every year, but it is going slowly. International events also influence this shift, for example UN researcher Verene Sheperd’s criticism of the Dutch tradition in 2013 and the worldwide Black Lives Matter protests following the death of George Floyd in 2020. Slowly the tradition is changing: every year more Black Petes appear with only some soot smudges on the face rather than full blackface. Other Petes are painted in all kinds of colors.

When something is part of your own culture and tradition, it can be very difficult to understand that it can be hurtful to others. Something that is perceived as racist by others cannot be easily understood for people for whom it is part of their identity. There seems to be a blind spot. In addition, we live in a time when the world is changing rapidly. Globalization, migration and the rise of the internet and social media mean everyone is connected to everyone and old habits and customs are constantly under discussion. Many people experience a loss of identity and tend to cling to the old. Polarization is the result. It is more important than ever to keep in touch with each other and really understand why one wants change and why that change takes time for the other.

Global discussions

Similar discussions about racist heritage are also present in other countries. Take for example the situation in the United States, where statues of so-called Civil War “heroes” such as General Robert Lee are removed and the use of the Confederate flag on government buildings and other locations has become highly controversial. The statues and flag are widely seen by minority groups as symbols of slavery and oppression. And they find the majority of historians on their side. For white residents of the southern states, the situation is sometimes more nuanced. They see these symbols as part of their past and heritage and do not necessarily associate them with racism. The aforementioned blind spot seems to be present here too because most of these people aren’t white power supremacists. It is essential that this group enters the dialogue with the group that do find these symbols racist, even if one may not be used to talk with the other. This will help to get a better mutual understanding and hopefully accomplish a re-evaluation of the controversial heritage that simply exists, even if it will take time. And to make a stand together against the white power movement that is not only openly racist but is even proud of it and cannot be reasoned with.

What do you think about re-evaluating controversial heritage? Let us know below.

About the author: Bram Peters is an historian from the Netherlands. He has a MA in political history from one of the major Dutch universities, and specialized in national identity and traditions, as well as parliamentary history, the second world war and war propaganda. He worked for years as a curator at one of the largest war museums in the Netherlands. He likes to get involved in public debate by writing articles for national and regional newspapers and websites.

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The story of the Mormon Battalion remains an enduring legend. Recruited by the U.S. government from among those heading to Utah to gather with Brigham Young, this group of some 500 men plus women and children undertook a trek across the American Southwest during the Mexican-American War. The battalion is usually consigned to a footnote in the story, but it is a story which looms large in the settlement of California. In that context, the legend of the battalion and how it has found a truly revered place in the history of the Mormon faithful is significant. In part 2 below, Marvin McCrary explains the progress of the battalion as they made their way across the west.

You can read part 1 on the origins of the Mormon Battalion here.

Mormon Battalion Monument in Presidio Park, San Diego, California, available here.

In the decades before the Civil War, the concept of Manifest Destiny energized the nation. It would be President James K. Polk, upon his election in 1844, who would take it upon himself to pursue a more aggressive foreign policy than his predecessors, including war with Mexico in 1846. At the height of this fervor, the Church of Jesus Christ of Latter-day Saints had begun their exodus from Nauvoo, Illinois. Persecution and mob violence had made it impossible for them to stay. Under the direction of Brigham Young, then President of the Quorum of the Twelve Apostles, they would leave their homes and most of their belongings behind. Colonel Thomas L. Kane, who was friendly to the Saints and sympathetic to their plight, advocated on their behalf with the national government. President Polk authorized U.S. Army officials to recruit Saints to enlist and join the Army of the West to conquer California.

Colonel Kane accompanied Elder Little as far as St. Louis, carrying Polk’s orders to Colonel Stephen W. Kearney, who commanded the troops at Fort Leavenworth. At the time, the Saints were building temporary settlements in the Missouri River Valley when an army expedition under Captain James Allen met up with them. Allen worked with Brigham Young to recruit the necessary volunteers. The battalion would consist of five companies, each with approximately 100 men. Upon the arrival of Colonel Kearney at Council Bluffs, the battalion was enrolled into service, and Allen became Lt. Colonel of Infantry. Allen mustered them into the service of the United States Army for the period of one year. The first four companies left July 21, 1846, and the fifth left two days later. Thirty-five women and forty-two children, most of whom were families of the soldiers, would accompany the battalion on their journey.

As the volunteers readied for their departure, Church leaders met privately with the men. Those whose families would not be joining them in the march were promised that their families would be cared for by the Church. In what was likely to have been of reassurance and comfort to the men, Brigham Young told them that if they were faithful and kept to the commandments, they would not face any battles. Furthermore, Young prophesied that the actions taken by the Saints would leave an indelible mark upon military history. Each man in the battalion received forty-two dollars in clothing allowance, as well as wages for service. The women were also paid for doing laundry for the group. Members of the battalion donated a portion of their clothing allowance to the Church, and thereby provided essential funds for the planned trek to the Rocky Mountain West. This contribution on behalf of the battalion would prove to be of great value, and President Young said they were the "present and temporal salvation" of the Saints. A farewell ball was held, and although they had no proper floor on which to dance, Lt. Colonel Allen observed the mirth and merriment of the occasion.

Go West

The prior hardships faced by the Saints would have prepared them for the difficulties they would inevitably face in the journey ahead. When Horace Greely wrote “Go West, young man,” the west he was referring to was wild and untamed, and held a fascination for the adventurous soul. There was fertile farmland available for those who possessed a strong arm, a stout heart, and the willingness to work hard for the opportunity. This was especially attractive to those who hoped to escape the rampant poverty and unemployment which plagued the big cities of the East. However, settlement would prove to be a mixed blessing. While many would find new opportunities in the West, this would displace other groups including Native American tribes and Mexicans. Brigham Young hoped that the participation of the Saints in the war would not only grant free transportation to the West, but that it would also “let the Mormons be the first [United States soldiers] to set their feet on the soil of California.”

The battalion took a ferry across the river, and then marched to Fort Leavenworth, arriving on August 1, 1846. They were given munitions and arms, and every soldier was able to sign his own name on the payroll, much to the surprise of the paymaster, as only a third of the previous recruits who had enlisted had been able to do so. The battalion would quarter at Fort Leavenworth for two weeks, during which time Colonel Kearney’s regiment had already embarked for Santa Fe to conquer New Mexico for the United States. The men of the battalion continued to hold religious services and strict moral conduct, unusual for soldiers. The days were extremely hot, and Colonel Allen himself became gravely ill. Allen did not recover by the time the Saints left Leavenworth on their way to Santa Fe, and thus was the battalion placed under the command of Captain Samuel Hunt. The road was not easy, and Wiliam Coray remarks that the heat and close quarters lended itself to further discomfort. He observed that “the suffering of the sick [was] intolerable…The cause of sickness I attributed mostly to the plums and green corn which we used [to eat] so freely at the Fort.”

Allen’s death

On August 26th, the men received news that Colonel Allen had succumbed to his illness. Allen’s death struck the men hard; William Hyde wrote that it “struck a damper to our feelings. We considered him a worthy man and looked upon him as a friend.” It was assumed that Captain Hunt would be appointed officially, however it was not to be. In his place, Lieutenant Andrew Jackson Smith, a 1838 graduate of the military academy, was appointed by Polk. This was met with dismay, as Polk had issued a direct order that the battalion could nominate their own officers, and Hunt had endeared himself to the men. In addition to Smith, the battalion was joined by Dr. Sanderson, a surgeon from Fort Leavenworth. In the nineteenth century there were two disciplines, the surgeon and the physician. The surgeon used tools for amputation and lancing, and the physician used herbs, plant material, and minerals to treat disease. Balancing the humors was still in practice by 1846, with puking, purging, or bleeding being the prescribed standard treatment for illness. Sanderson, who was highly-regarded for his progressive methods, practiced purging, and this brought him in conflict with the men of the battalion.

In September, as the battalion entered Comanche territory where the native were hostile, many of the men took ill. Dr. Sanderson treated the men with calomel, a mercury chloride mineral which was widely known to effectively purge the system. The men had been told by Church leaders that they were to keep to their strict dietary observance, and to not take the medicine. The system used in Nauvoo favored the usage of herbs, and gentler methods. Lieutenant Smith believed that the men were being disrespectful, and would even pull the sick and ailing out of their tents if they did not report to the doctor for treatment. While harsh, there was a limited supply and the journey was long, and Sanderson could not afford to waste anything. Complicating matters was the fact that Sanderson was a Missiourian, and the men were wary of his intentions, due to the anti-Mormon violence which occurred in Missouri in 1833. These were merely a few of the difficulties the battalion would have to endure the march to California.

Winter Quarters

In the summer of 1846, President Young had hoped the rest of the Saints would make it all the way to the Great Basin, but mud and sickness had taken its toll, and he determined that they must procure temporary settlement in anticipation of the coming winter. The Ote and Osage natives had agreed to let the pioneers use some of the lands across the river from Council Bluffs. In September, they began building a town which would be called Winter Quarters. Young divided the town into wards, and he appointed worthy men to be bishops over each of these wards, with the responsibility of caring for the townsfolk. While the Saints were in Winter Quarters, Brigham Young received inspiration concerning their journey to the West.

Let us know what you think of Mormon Battalion below.

Now read part 3 about the Mexican-American War and the end of the journey here.

Bibliography

Arrigton, Leonard J. Brigham Young: American Moses. New York: Knopf, 1985.

Brands, H.W. Dreams of El Dorado: A History of the American West. New York: Basic Books, 2019.

Cowan, Richard, and William E. Homer. California Saints. Utah: Bookcraft Publishing, 1996.

LDS Church. Saints Volume 2: No Unhallowed Hand. Utah: The Church of Jesus Christ of Latter-Day Saints, 2020.

Ricketts, Norma Baldwin. The Mormon Battalion. Utah: Utah State University, 1996.

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Millions of tourists visit London each year to take in the city's iconic architectural sites and attractions. It is hard to imagine that the iconic River Thames was once a site of unbearable stench and disease that choked Londoners. The summer of 1858 was labelled as the Great Stink by the British press and was a result of many years of poor living conditions, sanitation and a lack of public health reforms. The Great Stink was the tipping point that encouraged a change of attitude towards public health from a laissez-faire attitude, where the government did not interfere with public health, to a desire to improve living conditions. A laissez-faire attitude meant that government officials took a step back from interfering with social welfare and let issues take their own shape naturally.

Amy Chandler explains.

A dirty Father Thames in 1n 1848 edition of Punch magazine.

This article will explore public health during 1842 to 1865 by focusing on the work of Dr John Snow and the cholera outbreaks, Sir Edwin Chadwick's contribution to the Public Health Act, and Joseph Bazalgette's construction of the London sewer system. Part one will explore the factors that contributed to the Great Stink, such as overcrowding, the introduction of flushing toilets, cholera outbreaks and a call for public health reforms. Part two will analyse how Parliament handled the situation of the noxious smells from the River Thames through Bazalgette’s construction of the sewer systems.

Investigations by Sir Edwin Chadwick 1842-1848

In 1842, social reformer Edwin Chadwick published a report for the Poor Law Commissioner entitled Report on the Sanitary Conditions of the Labouring Poor. This report provided statistical evidence that outlined the stark contrast in life expectancy determined by class and residency. Chadwick highlighted how life expectancy in large cities, like London, was dramatically lower than in rural areas.(1) Laborer occupations were the most at risk of early death compared to professional trades.(2) Chadwick’s report is now seen as a “monumental step toward accepting and dealing with social costs of economic progress”, but not at the time of publication.(3) However, in 1842 Chadwick discovered that disease and infection spread throughout all classes of society. The poor suffered the most because of their unsanitary living conditions. Chadwick’s finding caused unrest with politicians. His report opposed the popular view that an individual was poor because it was their fault. This attitude meant that change was slow throughout the nineteenth century.

Furthermore, Chadwick’s report highlighted that social welfare concerns could only be resolved through financial improvements and changes approved by government. Chadwick suggested that the financial implications for tenants and owners to ensure good drainage and clean water supply to their inhabitants would be “offset by the reduced cost of tending to the ill” in the future.(4) Other measures included improved drainage, removal of refuse from houses, streets and roads and placed in “moveable vessels”.(5) The idea here was to spend money to improve the living conditions to save money in the future, as the population would be healthier and less likely to need medical assistance. Chadwick suggested taxing households to contribute to the cleaning programmes but he misunderstood that many people struggled to afford necessities in everyday life.

Chadwick’s theory does have some credibility that by improving the living conditions in densely populated areas would reduce the spread of disease. At this point in history, the theory of miasmas was still widely believed and accepted as diseases caused by bad smells rather than bacteria and viruses. Despite medical and scientific beliefs as largely inaccurate to what caused disease, the measures that Chadwick was describing were credible ideas. For example, providing clean water supplies reduced the risk of contracting an illness, and removing rotten household food and other waste from the streets, housing and roads deterred the presence of rats and mice infiltrating densely populated areas.

Chadwick encountered much opposition from Parliament as the poor working-class created the wealth that many of the upper class experienced the benefits from exploited labor. Change in attitudes towards creating the first Public Health Act was not until 1848 after London suffered another deadly cholera outbreak, although this act did not require local medical officers to enforce or design cleaning programs to improve sanitation conditions.(6) Parliament passed the 1846 and 1848 Nuisances Removal and Diseases Prevention Act, including “filthy and unwholesome” buildings and houses, “foul and offensive ditch, gutter, privy, cesspool or ash pit”, and removal of refuse and waste.(7) This act closed old cesspits, which caused all new waste to flow into the River Thames, with open cesspits unable to handle the growth in population and new flushing toilets leaked sewage into water supplies into the river.

The 1848 Public Health Act enforced appropriate drainage and sewer systems that distributed waste into the River Thames. Many believed that sewage in the river would magically disappear. In reality, waste stagnated within the water, and Londoners continued to use this water to wash and drink. Many did not understand that the River Thames is a tidal river, where water levels are influenced by the tide, resulting in circulating waste.(8) In 1851 The Great Exhibition in London, showcased the newest and high-tech inventions on an international stage that illustrated Britain’s power and wealth.(9) One invention that proved popular was the flushing toilet and it was made available to the public after 1851. Like many of the inventions displayed at The Great Exhibition, the flushing toilet was only affordable by the wealthy upper classes. Many toilets flushed into old cesspits that were incapable of containing the amount of waste pumping through, causing overflowing waste into the Thames and drinking water.(10) Despite technological advances of the flushing toilet, London did not have a sewer system capable of handling this new technology.

The cholera epidemic and Dr John Snow’s breakthrough

Another cholera outbreak, in 1854, erupted throughout London and raised concern around the living conditions in London’s most densely populated areas. Dr John Snow investigated the cause of the disease by analysing the water supplied from the River Thames and water supplied by wells and natural springs. London suffered three major cholera outbreaks, but in 1854 the outbreak was different in the poverty-stricken area of Broad Street, Soho near Golden Square. Snow decided to investigate the deaths from cholera by using a grid system and map of the local area to plot the radius of infections by contacting the residents and workers in the local area. Snow’s findings revealed that those who drank from the Broad Street pump, which filtered water directly from the River Thames, became severely ill with cholera. Snow documented his investigation noting, “all the deaths had taken place within a short distance of the pump” and suspected “some contamination of the water of the much-frequented pump in Broad Street”.(11) Snow examined the water from Broad Street and compared water samples from the river and wells. The results emphasized that water from the Thames had physical specks floating in the water that supported Snow’s thinking.(12)

Snow concluded that the water from the River Thames was contaminated and caused cholera outbreaks. In light of this discovery, Snow ordered officials to stop public use of the Broad Street pump. In doing so, Snow discovered that infection and mortality rates reduced rapidly and proved his theory. In October 1854, Snow investigated the water quality supplied by companies in Southwark and Vauxhall that pumped drinking water from the Thames and compared this to water provided by Lambeth water company, who pumped their water from a less polluted area in the Thames; Lambeth had a lower mortality rate in comparison to the Southwark and Vauxhall areas.(13) Of course, Snow’s understanding of science and disease was founded on the miasma theory, but his investigations disproved the miasma theory but he was unsure why or how as Germ theory was not discovered until 1861. Despite Snow’s investigation, many politicians were still adamant in their belief of bad smells as the cause of disease, and this attitude halted progress in improving public health.

Solved one problem to cause another

The work of Snow and Chadwick progressed attitudes towards public health and improved living conditions for Londoners. But they could only do so much as many government officials were resistant to believing anything other than bad smells causing disease. The Public Health Act aimed to improve life in poverty-stricken areas but in reality, created overfilled cesspools that contaminated water supplies, turning London's iconic river into a vat of stench and disease. All these factors became culminated into the 1858 Great Stink and became a turning point in changing government policies towards public health and sanitation by constructing a sewer system that is still in use today.

Part two will explore how the Great stink forced government officials to tackle London’s sewage and waste problem by commissioning Joseph Bazalgette to flush the River Thames and clean up London’s act.

Now read party 2 on the Great Stench and its aftermath here.

  1. The National Archives, Victorian Britain, The National Archives: Find Out More, undated https://www.nationalarchives.gov.uk/education/victorianbritain/healthy/fom1.htm [accessed 4 March 2022].

2. Ibid.

  1. I. Morley, ‘City chaos, contagion, Chadwick, and social justice’, Yale J Biol Med, vol. 80, (2007),p.61.

  2. M. Williams, ‘Kingsley, Millar, Chadwick on Poverty and Epidemics’, 26 May 2020, The Victorian Web < https://victorianweb.org/science/health/williams1.html > [accessed 4 March 2022].

  3. Ibid.

  4. Ibid.

  5. UK Parliament, ’Nuisances’, 2022, Uk Parliament https://www.parliament.uk/about/living-heritage/transformingsociety/towncountry/towns/tyne-and-wear-case-study/about-the-group/nuisances/nuisances/ [accessed 4 March 2022].

  6. D.G, Hewitt, ’18 facts about the 1858 Great Stink of London’, History Collection, 3 June 2019 < https://historycollection.com/18-facts-about-the-1858-great-stink-of-london/ >[accessed 4 March 2022].

  7. L. Picard, ‘The Great Exhibition’, The British Library, 14 Oct 2009 https://www.bl.uk/victorian-britain/articles/the-great-exhibition [accessed 4 March 2022].

  8. Hewitt, op.cit.

  9. T.H. Tulchinsky, ‘John Snow, Cholera, the Broad Street Pump; Waterborne Diseases Then and Now’, Case Studies in Public Health, (2018), p.81.

  10. K, Tuthill, ‘John Snow and the Broad Street Pump’, UCLA, 2003 https://www.ph.ucla.edu/epi/snow/snowcricketarticle.html [accessed 8 March 2022].

  11. Tulchinsky,op.cit,p.82.

Bibliography

Authority., ‘Cholera epidemics in Victorian London’, The Gazette, 2016 https://www.thegazette.co.uk/all-notices/content/100519 .

BAUS.,‘A Brief History of The Flush Toilet: From Neolithic to modern times’, The British Association of Urological Surgeons, undated https://www.baus.org.uk/museum/164/a_brief_history_of_the_flush_toilet .

Bibby, M., ‘London’s Great Stink’, Historic UK, 2022 https://www.historic-uk.com/HistoryUK/HistoryofBritain/Londons-Great-Stink/ .

Hewitt, D.G.,’18 facts about the 1858 Great Stink of London’, History Collection, 3 June 2019 < https://historycollection.com/18-facts-about-the-1858-great-stink-of-london/ >.

LSHTM., ‘Sir Edwin Chadwick 1800 – 1890’, London School of Hygiene & Tropical Medicine, 2022 < https://www.lshtm.ac.uk/aboutus/introducing/history/frieze/sir-edwin-chadwick >.

Morley, I., ‘City chaos, contagion, Chadwick, and social justice’, Yale J Biol Med, vol. 80, no. 2, June, 2007,pp. 61-72.

Picard, L., ‘The Great Exhibition’, The British Library, 14 Oct 2009 https://www.bl.uk/victorian-britain/articles/the-great-exhibition.

Porter, D.H., ‘From Inconvenience to Pollution -- Redefining Sewage in The Victorian Age’, The Victorian Web, 1999 https://victorianweb.org/technology/porter9.html .

The National Archives, Victorian Britain, The National Archives: Find Out More, undated https://www.nationalarchives.gov.uk/education/victorianbritain/healthy/fom1.htm.

Tulchinsky, T.H., ‘John Snow, Cholera, the Broad Street Pump; Waterborne Diseases Then and Now’, Case Studies in Public Health, 2018, pp. 77-99.

Tuthill, K., ‘John Snow and the Broad Street Pump’, UCLA, 2003 https://www.ph.ucla.edu/epi/snow/snowcricketarticle.html .

Uk Parliament, ’Nuisances’, 2022, Uk Parliament https://www.parliament.uk/about/living-heritage/transformingsociety/towncountry/towns/tyne-and-wear-case-study/about-the-group/nuisances/nuisances/ .

Williams, M., ‘Kingsley, Millar, Chadwick on Poverty and Epidemics’, 26 May 2020, The Victorian Web < https://victorianweb.org/science/health/williams1.html >.

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With the most citizen-owned firearms of any nation in the world and a higher-than-average rate of gun-related deaths, America stands out from every other developed Western nation. Here, Greg Hickey argues that this American gun culture exists because American history is unique - no other nation has experienced such rapid expansion or enjoyed so large a frontier as the United States did shortly after its independence. Stemming from the American frontier of the nineteenth century, guns have become enmeshed with America in a relationship that persists through the new frontiers of the twenty-first century.

1890s painting of cowboys: The Herd Quitter by C.M. Russell.

Guns in America

United States citizens own a total of 393,347,000 firearms. India—a country with four times as many people as the U.S—is a distant second with 71,101,000 civilian-owned firearms. Americans own 120.5 firearms per 100 people, meaning that, on average, every American owns more than one gun. The tiny Falkland Islands ranks second with 62.1 firearms per 100 people, just over half the rate in the United States.

Gun safety advocates cite high gun ownership as a significant factor in the above-average rate of gun deaths in America. In 2019, this figure stood at 3.96 deaths per 100,000 people, more than eight times higher than the rate in Canada and almost 100 times higher than in the United Kingdom. The question is how and why modern gun culture became so pervasive in America compared to other developed Western nations.

The Right to Bear Arms

There are three countries in the world with the right to own firearms enshrined in their constitutions: the United States, Guatemala, and Mexico. All three are relatively new nations. The U.S. gained its independence from Great Britain in 1783; Guatemala and Mexico got theirs from Spain in 1821.

Of course, firearms were present in the Americas from the moment the first European settlers arrived in the fifteenth century. These weapons played a major role in the wars of colonization and independence fought on the continent. In contrast, Europeans did not use guns to conquer Europe. Nations fought wars against each other, yet the European nations we know today are descendants of ancient Europeans: Romans, Gauls, Franks, Normans, Slavs. But Europeans did use guns to conquer the Americas.

Thus, the post-indigenous histories of the United States, Guatemala, and Mexico are comprised entirely by the history of firearms. The Europeans who settled in these regions brought guns. Their descendants who severed ties with the colonial powers fought with guns. And their descendants living in newly independent nations inherited those guns and acquired new ones. Yet despite the historical and legislative parallels, gun ownership in the United States far exceeds that of Guatemala and Mexico.

Independence and Its Aftermath

When the Mexican War of Independence began in 1810, the Spanish viceroyalty of New Spain stretched from modern-day California to the isthmus of Panama (including Guatemala) and covered what would become the southwestern United States. The Spanish had conquered most of southern Mexico by 1525. By 1536, they had overtaken Jalisco and other regions on the Pacific coast. By the eighteenth century, they had established colonies in present-day Louisiana, Texas, and California. In other words, Spaniards had thoroughly permeated the land that would become Mexico and Guatemala by those nations gained independence.

By contrast, the United States in 1783 consisted of the original thirteen colonies on the Atlantic Ocean plus territory stretching west to the Mississippi River and north to the Great Lakes. In 1803, the U.S. nearly doubled in size with the completion of the Louisiana Purchase. In 1845, the U.S. annexed Texas. One year later, Americans agreed to divide the Oregon Country with the British along the border of present-day Canada. And in 1848, following the Mexican-American War, Mexico ceded territory that would become the southwestern United States. In the 65 years since it became a nation, the territory owned by the United States effectively tripled in size.

No other nation in the world faced a comparable situation. Mexico, thanks to the aforementioned Mexican-American War, lost a considerable amount of territory shortly after its independence.

Canada became a nation in 1867 with the union of the British colonies of Nova Scotia, New Brunswick and Canada. Three years later, Canada acquired Rupert’s Land, a northern wilderness territory that made up most of present-day Canada, from the Hudson’s Bay Company (HBC). The HBC had acquired the land, which stretched from the Atlantic Ocean to the Rocky Mountains and north to the Arctic Circle, under a charter from England in 1670, and had exclusive rights to colonize and trade in the territory. Unlike America, the vast majority of Canadian land was under British control when Canada became a nation.

Likewise, the British had colonized practically all of Australia by 1832, well before Australian independence in 1901. In another contrast to America, neither Canada nor Australia fought a war to gain independence. Instead, Britain willingly ceded control of these overseas territories to local governance.

The American Frontier

Consequently, the early history of the United States proved unique in comparison to other nations in the world. And this early history has directly influenced modern gun culture. Americans fought a war with guns to gain their independence. They subsequently acquired territories that tripled the nation in size, some of which involved more fighting with guns. The eastern Americans then pushed west into new territories, hunting and protecting themselves and driving away understandably hostile Native Americans with guns. From Lewis and Clark to the Oregon Trail to the Wild West, westward expansion claimed a defining chapter in American history, and this expansion was made possible by individual citizens with guns.

Whether as a cause or effect, the American firearms industry took off in the late eighteenth and early nineteenth centuries. In 1776, George Washington ordered the establishment of the Springfield Armory in Springfield Massachusetts. In 1816, the U.S. government hired Eliphalet Remington’s Remington Arms Company to produce flintlock rifles. And in 1836, Samuel Colt patented his Single Action Army Revolver, also known as the Colt 45 or “the gun that won the west.” Americans needed guns, and gunmakers provided new models to fit their needs.

The Second Amendment

In 1791, the existing state legislatures ratified the U.S. Bill of Rights containing ten amendments to the Constitution. In particular, Amendment II states, “A well regulated Militia, being necessary to the security of a free State, the right of the people to keep and bear Arms, shall not be infringed.” This Second Amendment has provided legal support for private gun ownership in the 230 years since ratification.

Yet the Second Amendment does not capture the spirit in which early Americans used their guns. Guns did not rise to cultural prominence in the hands of New England militiamen sitting at home and protecting their farmland. Rather, guns captivated the American imagination on the frontier, in the hands of pioneers and explorers and cowboys and outlaws.

By the 1870s, guns were so prevalent in the American West that some towns started cracking down on armed citizens. The first law passed in Dodge City, Kansas was an 1878 ban on carrying guns in town. The infamous 1881 shootout at the O.K. Corral occurred when a group of cowboys defied the Earp brothers’ orders to turn over their weapons in accordance with a Tombstone, Arizona law requiring all town visitors to disarm upon arrival. American gun culture and the American gun control movement both began on the American frontier.

The New American Frontier

Not every American frontier town followed the examples of Dodge City and Tombstone. In many places, the American West remained a lawless territory governed by individualism and determination. In the words of Matt Jancer in his Smithsonian article “Gun Control Is as Old as the Old West”:

“As the West developed, towns pushed this mythos of the West as their founding ideology. Lax gun laws were just a part of an individualistic streak that manifested itself with the explosion in popularity of concealed carry licenses and the broader acceptance of openly carrying firearms (open-carry laws) that require no permit.”

This individualistic frontier mythos remained well after Americans settled all the nation’s territories. It spawned an entire genre of film and literature. John F. Kennedy invoked the frontier ideal when he accepted the Democratic presidential nomination in 1960, stating, “We stand today on the edge of a New Frontier,” beyond which were “the uncharted areas of science and space, unsolved problems of peace and war, unconquered pockets of ignorance and prejudice, unanswered questions of poverty and surplus.” Six years later, the television series Star Trek echoed Kennedy with an opening monologue that began, “Space… the final frontier.”

In short, the American ideal is inextricably linked with determined, productive individuals pushing boundaries and exploring new frontiers in science, technology, space, society and human rights. This ideal extends from the time when American settlers set out into the physical frontier of a new nation. And this historical frontier is inextricably linked with guns. Modern American gun culture and American ideals of liberty, individualism and self-determination derive from the same historical events—events that were unique to the formation of America. The eighteenth-century pioneer, the Old West outlaw and sheriff, and the ambitious tech entrepreneur are all operating on the same fundamental principle.

The True Origin of Modern American Gun Culture

Thus, American gun culture is not an outgrowth of the Second Amendment or the mark of a particularly warlike nation. Instead, America’s fascination with guns stems from the circumstances surrounding the country’s early history—circumstances that set the United States apart. No other country matches America in firearms ownership because no other country began with its citizens venturing out into a massive frontier in the same way - armed with their ambition and wits and firearms. American gun culture is so widespread because guns played an essential role in the events that defined America.

Author Biography

Greg Hickey is a forensic firearms examiner and the author of Parabellum, a novel about American gun culture and a fictional mass shooting at a beach in Chicago.

Find more of his work at greghickeywrites.com.

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Infantry line tactics in the American Civil War can perplex the mind. Hundreds of years of line infantry tactics seem to be perfected to horrifying effect. Casualties from the outbreak of the war shocked the American public. Dead and wounded amounting to greater than all the previous conflicts combined, would fall in a single day. Many have often pondered the question, maybe they should have changed their tactics? Austin Duran explains.

Battle of Shiloh by Thure de Thulstrup.

The Minie ball surely would have caused the need for a change right?

Invented by Claude-Etienne Minie in 1846, the Minie ball changed the battlespace in 19th century warfare. The Minie ball was a hollowed out conical shape, with multiple grooves near the rear. The hollow portion in the rear of the round caused the round to expand. This expansion would press the bullet grooves into the sides of the barrel, catching the rifling and inducing a spin. A spinning round is far more accurate than a non-spinning round. Think of it as a spiraling football versus a shotput. Not only is it more accurate, it will travel much farther, and faster. Additionally, the conical shape was far more aerodynamic further adding to its lethality.

This Minie ball could kill out to 800m while the round ball of decades past could only be lethal to 200m. Even though no soldier could intentionally hit anything at that range, the range of battlefield lethality nevertheless increased 400%. As anything within the 800m was within lethal range. A three thousand man brigade, firing just 2 rounds a minute, could empty its 40-60 round allotment in just 20-30 minutes, putting 120k-180k rounds out in the process. While these numbers would have been the same prior to the invention of the Minie ball, the increased lethal range added significantly to the lethality on the battlefield – especially with continued use of compressed line infantry tactics.

If not the Minie ball, maybe the mass casualties?

From the very outset of the war the casualties were aggressive. The first major battle, the Battle of Bull Run with around 5,000 casualties, was the single bloodiest day in American history up to that point. A horrid record that would be surpassed at Shiloh and Antietam with around 23,000 casualties each. Despite the mounting losses on both sides, little in way of tactical change would happen until Robert E Lee adopted defensive trench tactics as manpower began to dwindle.

The primary reason for the aggregation of manpower in line formation was to consolidate firepower. Concentration of effort has always been a military tenet. However, the increased range of the Minie ball should have allowed for some dispersion of effort given some assumptions. First, the user of the rifle would have to be trained. Despite the increased accuracy of the Minie ball, the soldier would still need to be precise with their shots as they could no longer rely on massed volleys. This required training which was often not given. Notably at the Battle of Shiloh, many troops on both sides fired their weapons for the first time in combat. The levy style recruitment often left training to wayside in effort to amass sheer numbers.

Murderous technological advancements and massive causalities, beg the question: maybe we should do things differently? Fire and maneuver in smaller squads of men? Perhaps moving from cover to cover, as opposed to massing ranks in front of one another? But I submit to you there is one thing that prevented the modern light infantry tactics that we know today from being used: smoke.

Smoke

Black powder was invented by the Chinese and first used in combat in the 900s AD. And from its inception it produced a tremendous amount of smoke. There are many reasons why small unit tactics would not work in the American Civil War, but the primary was gunpowder smoke.

Even if training was given, the problem of smoke from black powder arises. First, it’s rather difficult to do anything covert, or quickly without being seen when giant puffs of smoke rise from your position. If you have ever seen a reenactment or decide to look one up on YouTube after this article, note that re-enactors often use one-quarter charges when firing. The amount of smoke produced was enormous. Second, assuming you have a trained rifleman, they will only be able to get a few shots off before their vision is likely clouded due to the smoke present. Also, with their smoke signal advertising their position it would be likely only a matter of time before massed volleys could be directed their way. This would render them either dead or hopelessly stuck behind cover.

Another example of how smoke affected the battlefield lay with Picket’s Charge. Prior to the assault by the confederates on the third day of Gettysburg, General Lee ordered a massive artillery bombardment. It is well known that the majority of the rounds sailed over the intended target by several hundred yards, rendering the bombardment ineffective. This shelling lasted over an hour yet no adjustments to fire were made; why? Smoke. They couldn’t see that they were missing their targets.

The burnside carbine, and other repeating rifles were available early in the war, why not invest solely in these sorts of firearms? While the increased fire rate of this sorts of carbines would certainly have unleashed devastation on the battlefield (and did when in properly trained hands—cavalry typically), in the arms of untrained, massed infantry, the smoke would have rendered the commanders blind in record time. This would squelch all hope of command and control in an age of limited command and control as is.

Smokeless powder would not be invented until decades after the American Civil War. With the blinding presence of black powder, commanders continued to use line formations and massed volleys. The drawbacks of smoke outweighed, even nullified, the benefits of new tactics. This led to murderous effects on the battlefield despite technological advancements.

What do you think of the importance of smoke in the American Civil War? Let us know below.

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Coral Springs is located in Florida, just north of Miami. It has seen its population boom in the post-war years. Here, Karl Miller looks at how the mapping of Florida took place in the 19th century - and how the area was formed in the 20th century.

The Coral Springs covered bridge, an old building in the city. Source: Legionaries, available here.

Like many cities formed during the rise of suburbia in post-World War II America, Coral Springs, Florida expanded extremely rapidly. Founded in 1963, it grew from just 1,489 residents in 1970 to over 134,394 in 2020, becoming one of the largest fifteen municipalities in Florida. Also like many other new American cities, its story started well before incorporation.

For over a thousand years, Tequesta natives occupied the area that would eventually become Coral Springs. Archaeological digs showed several areas of native occupation including camps and burial sites, ending when the last of the tribe, decimated by European disease, departed for Cuba in 1763. While Seminole natives and others likely crossed through the area in the decades after the Tequesta left, the first recorded visit to the future area of Coral Springs did not come until long after the Tequesta departed.

Upon receiving Florida from Spain by the treaty of Adams-Onis in 1819, the United States began to organize the territory they had acquired. Starting with the Land Ordinance Act of 1785, the United States adopted a common system, the Rectangular Method, for measuring land. Starting from a designated point called a meridian, the new territory was divided north and south into 36-square-mile blocks called townships that were further measured east and west by ranges. Measured from a meridian established at Tallahassee, the land that would eventually become Coral Springs sat at Township 48 South, Range 41 East.

Working through the swamps

George MacKay, a 35-year-old New York surveyor who had moved to Florida to conduct various business interests, was hired by the United States Surveyor General’s Office in 1845 to conduct surveying work in the southeastern part of the state. Valentine Y. Conway, the Surveyor General of Florida, instructed MacKay to survey land south of Township 44 “to the Atlantic coast, and as far west as practicable.” Using a magnetic compass and a surveyor’s chain which was specified to be “33 feet in length . . . containing 50 links . . . made of good iron wire,” MacKay’s team – which included his younger brother Alexander as well as several enslaved persons - proceeded to work their way through the south Florida swamps, enduring the insects, heat, snakes, and alligators that the profession routinely experienced at that time.

On March 26, 1845, MacKay surveyed the area in which the future Coral Springs would sit. His brief survey notes show he found a rocky area with “scrub pine, cypress . . . and sawgrass.” In a later account of his surveying expedition, MacKay described the conditions they encountered, stating often the weather was so still “there was not enough air stirring to move as aspen leaf” and that their measuring lines could only pass in places “by cutting away the lofty fresh grass and wading (or rather wallowing) through the mud and underrubbish.”

Having completing his assigned survey, MacKay, after going on a difficult trip in which his boat “was driven back to New River two or three times by contrary wind, turned in his report to the Surveyor General’s headquarters in St. Augustine.” Based on his account showing 888.6 miles surveyed, he was paid $3,555. He eventually moved back to Caledonia, New York, where he died in 1880.

Growth

The land itself remained isolated for several more decades, until the state government sold it as part of a grant to speculator Richard Bolles in 1908. After the draining of south Florida swamps began in earnest under Governor Napoleon Bonaparte Broward, the land was acquired by Henry “Bud” Lyons in 1919 as part of his 20,000-acre green bean and cattle operation. In 1961, Lyons’ widow sold the land to developer James S. Hunt for $1 million, setting the stage for Coral Springs to be incorporated two years later.

As a case study in the growth of suburban America, the surveying expedition that first reached the area of the future Coral Springs illustrates a typical first step in development. It illustrates how a city can quickly go from an undeveloped natural setting to a major suburban municipality in only a few short decades. While in a sense this example shows the triumph of progress, it is also a cautionary story in that the path to rapid development came at the cost of destroying extensive areas of pristine wetlands and wildlife habitat. When faced with a similar situation in the future, hopefully a more balanced, deliberate outcome will result.

What do you think of the development of Florida? Let us know below.

1 U.S. Census Bureau, “Characteristics of the Population: Florida,” 1970, accessed January 15, 2022 at https://www2.census.gov/prod2/decennial/documents/1970a_fl1-01.pdf; U.S. Census Bureau, “QuickFacts: Coral Springs, FL,” 2020, accessed January 15, 2022 at https://www.census.gov/quickfacts/coralspringscityflorida.

2 Joe Knetsch, "The Surveys of George Mackay: A Drawer of Lines on the Map of South Florida," The Florida

Surveyor, Vol. II, Issue 1 (October 1994).

3 C. Albert White, A History of the Rectangular Survey System (Washington, DC: U.S. Bureau of Land Management, 1983): 332, accessed December 20, 2021 at https://www.blm.gov/sites/blm.gov/files/histrect.pdf, 332.

4 U.S. Government Survey Field Notebooks, Vol. 84, 1845: 283, accessed October 13, 2021 at https://ftp.labins.org/glo_all/Volume84_pdf/Folder%2013%20pg%20262%20to%20285_pdf.pdf.

5 Annual Report of the Board of Regents of the Smithsonian Institution (Washington, DC: Government Printing Office, 1896): 261, accessed November 20, 2021 at https://www.google.com/books/edition/Annual_Report_of_the_Board_of_Regents_of/Lt1f3-7J2xcC?hl=en&gbpv=1&dq=weathermaking+ancient+and+modern+smithsonian+mackay&pg=PA260&printsec=frontcover.

6 A.H. Jones. A.H. Jones to George MacKay, February 2, 1846. Letter. MacKay-Hutchinson Family Papers 1836-74, Dolph Briscoe Center for American History, The University of Texas at Austin.

7 U.S. Treasury Department, Letter from the Secretary of the Treasury Transmitting the annual report of the Commissioner of the General Land Office: 112, accessed December 21, 2021 at https://digitalcommons.law.ou.edu/cgi/viewcontent.cgi?article=1607&context=indianserialset.

8 New York, Death Index, 1880-1956, New York Department of Health, Albany, NY; NY State Death Index; Certificate Number 5870.

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The story of the Mormon Battalion remains an enduring legend. Recruited by the U.S. government from among those heading to Utah to gather with Brigham Young, this group of some 500 men plus women and children undertook a trek across the American Southwest during the Mexican-American War. The battalion is usually consigned to a footnote in the story, but it is a story which looms large in the settlement of California. In that context, the legend of the battalion and how it has found a truly revered place in the history of the Mormon faithful is significant. Part 1 here look at how the journey began.

A painting of the Mormon Battalion arriving at the Gila River in Arizona in December 1846.

The origins of the battalion lay in the wider context of the Mexican-American War. Also known as the Mexican War, it was an armed conflict between the United States and Mexico from 1846 to 1848. The concept of Manifest Destiny held that the United States had the providential right to expand to the Pacific Ocean. The United States annexed the Republic of Texas in 1845, which had won independence from Mexico in the Texas Revolution of 1835. Diplomatic efforts to establish an agreement on the Texas-Mexico border, and to purchase the territories of California and New Mexico had failed. President James K. Polk had sent an envoy to Mexico with an offer of up to $20,000,000 ($739,863,157.89 in 2022) in return for California and New Mexico. No Mexican leader would be willing to cede half his country and still have the ability to stay in power, therefore Polk’s envoy was not received. To bring pressure, Polk sent General Zachary Taylor to the disputed area along the Rio Grande. When the Mexicans fired on the troops in April of that year, Polk had found the rationale he needed to justify an attempt to seize the land by force. In a written message to Congress in 1846, Polk explained that “war exists between the two countries because the Mexican government has at last shed the blood of our fellow-citizens on our own soil.”

War

The prospect of war imbued Americans with a strong sense of patriotism, as it was among the few things in which both Northerners and Southerners could agree upon at the time. In the decades preceding the Civil War, the issue of slavery remained divisive. According to Jay Sexton, Polk believed that westward expansion would serve to accomplish his goal of settling the question of slavery, as Manifest Destiny presented expansion in racial and territorial terms. Polk's agenda during his presidency, unlike that of his two immediate predecessors, would be largely driven by foreign policy considerations. In the nineteenth century, quarrels and conflict with the European powers, most notably the British Empire, were still a matter of concern. However, American leaders believed that their destiny was to become an imperial power, while also aiming for a more inspired purpose than their European cousins.

As the national government made its preparations for war, despite the varied hardship of having to navigate political differences, the Church of Jesus Christ of Latter-Day Saints was experiencing difficulties of its own. Known by the pejorative term of “Mormon” due to their belief in the Book of Mormon, since its founding in 1830, members of the Church frequently had conflicts, misunderstandings and difficult relations due to their religious beliefs. Hostile sentiment had caused them to be forced out of New York, Missouri and Illinois. In 1844, the Church’s founder, Joseph Smith, was killed at Carthage. The death of their leader raised questions about the Church’s survival as the Saints faced increased persecution. In 1846, tensions reached their peak, and the Saints were once again forced to move. Brigham Young succeeded to the position of president, and he sought to move the Saints from Nauvoo to the Mountain West.

To the West

Under the leadership of Young, the Saints believed in their own manifest destiny to settle in the West. Norma Ricketts points out that there were some 20,000 saints who embarked to cross the prairie, carrying only what they could in wagons and carts, along with their livestock. During the Winter of 1846, Latter-day Saint leaders in Winter Quarters laid plans for the continued migration of the large number of Saints. Upon their arrival in Iowa, Elder Jesse C. Little was tasked with asking the government for help in securing safe passage to the West. Brigham Young and the Quorum of the Twelve Apostles saw this as an opportunity to recruit men from among the Saints to participate in Polk’s War. It was at this time that Young first met Thomas L. Kane from Philadelphia with deep personal connections to the Polk administration.

The Polk Administration initially questioned the loyalty of the church, as it was thought that if the Saints moved West, they may potentially join forces with a foreign power and make themselves a threat. The relations between the Church and the government had been fraught with tension, as the government expressed a hostile indifference to their struggles. Kane, who had become friendly to the Saints, advocated for them, assuring the Polk Administration that they “retained American hearts, and would not side with Mexico.” There were many among the Saints who were reluctant to enlist, still suspicious of the government's intentions. At the behest of Polk, James Allen was sent to Mt. Pisgah, to a camp of homeless Latter-day Saints who had been driven from their homes by anti-Mormon mobs, to recruit a battalion of 500 men to fight. After he met with Brigham Young, Young endorsed the plan, saying that while the goal was not patriotism in itself, participating would hopefully allay the suspicions of the people as the Church endeavored to move West.

Let us know what you think of Mormon Battalion below.

Now read part 2 about the journey west here.

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The recent Russian aggression in the Ukraine sees an autocracy threaten a small democracy. History is indeed repeating itself on old battlefields. Democracy it seems is something very fragile and can often be taken for granted. The recent pandemic has as a side effect created new and resurrected old conspiracies theories about the precarious and illusory state of democracy in Britain and the rest of the world. This has manifested itself in peaceful and not so peaceful ways. This article is not to challenge the veracity of these claims but traces the history of Britain’s own democratic journey.

Stephen Prout explains.

Emmeline Pankhurst, a very prominent suffragette, in 1903.

Few may realise that democracy is relatively new to Britain when considering the nation’s long existence in the world. It took a long frustrating journey in some instances met with brutal suppression that would altogether be considered unthinkable today. Britain was not always the land of hope and glory or the green and pleasant land.

The Beginnings

The earliest recorded discussion around the subject of electoral rights although brief took place in the middle 1600s in the form of the Putney debates. These were discussions on the British constitution with officers, soldier, and civilians of Oliver Cromwell’s New Model Army during the English Civil War. These talks were limited in in terms of audience, and nothing was achieved.

Between 1793 and 1797, Charles Grey politician and future Prime Minister, brought this idea of reform before parliament but received two rebuffs and risible support from his political peers. The apprehension was largely due violence of the French Revolution that was fresh in the minds of the frightened ruling classes who feared a repeat in Britain. This reaction also could be seen when at the same time Thomas Paine published his work The Rights of Man which was immediately judged as revolutionary incendiary material. The nation was in a frightened and paranoid state.

A Pro-Reformist organisation was formed called The Society for the Friends of the People. The government’s immediate response was resistance and suppression. Consequently, the progress made by the reformists was limited and so were their achievements.

The timing of its formation was unfortunate any attempt to challenge the established order at this time was viewed as treasonous so much so that William Pitt introduced numerous laws such as the Sedition Acts, Treason Acts, and the Newspaper Publications Act that made such the existence of any reformist very difficult. Britain was now an authoritarian and repressive state and things would get worse, but the determination of the movement continued.

The 1832 Reform Act

Over thirty years from Grey’s first attempts, the first steps to electoral reform would begin in the form of the First Reform Act in 1832 but in that time the British people would experience a very tragic and bloody event that would be known as the Peterloo massacre.

When events started to gather momentum in 1817 only 11% of the male population were entitled to vote. The picture of the lack of fairness in the political system remains unchanged. There was a meagre amount of support in political circles, lone voices such as Henry Hunt, MP made representations but was making scant progress.

An impatient population began a series of mass gatherings, but the most famous and significant event was at a political gathering at Peterloo, Manchester in 1819. Freedom was still very much constrained by William Pitt’s repressive laws from the late 1700s. The events of the French Revolution were still fresh and so in panic the Royal Hussars were dispatched in brutal cavlary fashion. The crowd was dispersed with the use of sabres killing a reported fifteen demonstrators. The action was counter intuitive as the reformists were more determined than ever following the “bloodiest political event in the nineteenth century on English soil”. Despite the severity and loss of life ten years would pass before voting rights were remotely reviewed. The first reform act was presented to parliament but only after three challenging attempts.

The Reform Act (Or Representation of the People Act) 1832 was the eventual output. It would be limited in its scope, disappointing the expectations of the campaigners but would not be the end of the matter. It only marginally expanded the electorate, keeping power largely in the hands of the same status quo. The criteria required a male eligible to vote to be living in a property or land worth an annual £10 per year, which was substantial in 1832 terms and was deliberately out of reach of the working man. As a side effect the law now formally excluded women from the vote removing the very tiny minority that already existed.

Measurement of the effect of the act is frustrated by unreliable statistics. Some statistics state that prior to the 1832 Reform Act, 400,000 English subjects (people who lived in the country) were entitled to vote and then the number rose to 650,000 after its introduction. Rodney Mace estimates that before, 1 percent of the population could vote and that the Reform Act only extended the franchise to 7 percent of the population. Despite how varied the statistics maybe they all point to the same conclusion and that was the impact of the act still was not enough to satisfy the Reformist movement. More would follow but another thirty years would pass.

The 1867 Reform Act

Slow steps and a determined populace eventually led to a further reform over thirty years later in 1867. Again, it would be limited in scale as the resistance of the privileged classes remained, even though perceptions were changing. The revolutionary scare they feared would be exported from France now seemed very unlikely in Britain and the masses that demanded reform were not of that same violent fervour.

The Chartist Movement was formed in 1838 and they made their motives and aims clear - they would use only peaceful methods and would pursue several objectives, namely complete male suffrage, salaried MPs, sensible voting demarcation lines, and secret ballots. This of course still did not sit comfortablly with the anti-reformists who felt that they had done enough in 1832. However, a new act was passed in 1867 by Disraeli’s government.

The 1867 Act would now allow the vote all male heads of households in what was called a borough constituency. To accompany this change there would be various additions such as academics and professional classes that had savings of over £50 (a significant sum of the time). Despite all this the Act still excluded a vast number of males and all females. The act added an additional one and a half million males to the electorate, but large numbers of the population remained marginalised and excluded.

Disraeli believed that these reforms would win him a grateful electorate and another Conservative victory in the imminent election; however his judgement would turn out wrong. By 1869 his government was defeated and the drive for further reform continued. Another fifteen years would elapse before any further changes would be brought before parliament.

The 1884 Reform Act

This 1884 Reform Act was by far the most interesting. This saw a pro-reformist government itself challenging the House of Lords, the remaining resistance in the opposition political parties and the Monarchy itself, who even in this late progressive age were entrenched in their old-fashioned ways.

There was a real appetite for change that suited the character of the Gladstone government. Remaining written evidence of the exchanges and sentiments of this period of the two sides show how deep the divisions still were in this progressive age of reform.

William Gladstone was the Prime Minister in office and one of his formidable obstacles was the British Monarchy, namely Queen Victoria, who was especially vocal and resistant to any reform especially on women’s rights.

Written records about Gladstone’s reforms show how deep the antipathy and fierce disagreement was expressed in the language of the time. “Let me express hope that you will be very cautious not to say anything which could bind you to any particular measure” was her warning to Gladstone before a Leeds Banquet on the topic of Gladstone’s seemingly radical views. Gladstone was after all challenging the very establishment himself, seeing it as outdated and obstructive to the calls of the modern age that had arrived.

A lengthy memorandum from himself to the Queen stated "The House of Lords has for a long period been the habitual and vigilant enemy of every Liberal Government... I wish (a hereditary House of Lords) to continue, for the avoidance of greater evils... Further organic change of this kind in the House of Lords may strip and lay bare, and in laying bare may weaken, the foundations even of the Throne."

The Queen wrote numerous other letters to Gladstone complaining about left wing speeches made by Liberal MPs. Victoria saw Gladstone’s policies as unsettling, but he was undeterred. It was summed up by an article in the Spectator in 1882 by John Gorst, a Conservative, showing that even the opposition benches in Parliament were coming round to the idea of electoral reform. The fears that the working classes would radically upset the status quo were seen as unfounded.

“If the Tory party is to continue to exist as a power in the State, it must become a popular party. A mere coalition with the Whig aristocracy might delay but could not avert its downfall. The days are past when an exclusive class, however great its ability, wealth, and energy, can command a majority in the electorate.”

Gorst commented further on his party’s anti reformist elements. “Unfortunately for Conservatism, its leaders belong solely to one class; they are a clique composed of members of the aristocracy, landowners, and adherents whose chief merit is subserviency. The party chiefs live in an atmosphere in which a sense of their own importance and of the importance of their class interests and privileges is exaggerated, and to which the opinions of the common people can scarcely penetrate”. The old ways were slowly eroding.

The London Trades Council quickly organized a mass demonstration in Hyde Park. On July 21, an estimated 30,000 people marched through the city to merge with at least that many already assembled in the park. Thorold Rogers, compared the House of Lords to "Sodom and Gomorrah" and Joseph Chamberlain told the crowd: "We will never, never, never be the only race in the civilized world subservient to the insolent pretensions of a hereditary caste". The Third Reform act was in motion and would be passed by Parliament in 1884 with some compromise.

The act now allowed the vote to all adult male householders and lodgers who paid £10 in rent annually in rural areas and towns and increased the electorate by a further six million, the biggest impact so far. There was still far more to go as and women were still not eligible to vote and a large proportion of males. The queen constantly referred to the “mad folly of women’s rights” and was a constant barrier. Gladstone found that to push any harder would put the passing of his bill at enormous risk. Maybe that battle would be fought later. However, that campaign would now have to wait until the next century and a devastating war.

Women’s Suffrage and the final Reform Acts

The campaign for women’s voting rights continued into the twentieth century, but the political climate could not digest any more reforms. The disenfranchised female population quite justifiably were growing more impatient. Already by the end of the nineteenth century the vote had been extended to women in other areas of the British Empire, New Zealand and Australia. There was also a large portion of the male population that still did not have the right to vote.

Organised campaigns for women’s rights had been in running since 1867 with the women’s suffrage committee and the National Union Women’s Suffrage Society. Their methods were to work with the new Independent Labour Party, but anti-reformers inhibited any advancement. After Gladstone’s Reformist Liberal Party failed to gain any leverage on the matter more drastic action would be adopted by some factions of the movement.

By 1903 this faction, soon to be termed suffragettes, adopted a more aggressive and violent approach that departed from the more constitutional methods that were still adopted by the majority. It was not actually until much later in 1906 the movement’s members were termed suffragettes by a journalist in the Daily Mail. This moniker was adopted by that militant faction headed by the famous Pankhurst family.

The militant actions included the disruption of high-profile political meetings, one being in attendance by Winston Churchill. There were outbreaks of property damage, bombings and in one case fatally as Emily Davidson tragically threw herself under King’s Horse at the 1913 Epsom Derby. This in today’s currency caused £90m of damage, over 300 arson attacks and 1,300 arrests according to records.

Whilst the frustration can be understood there is a view that these tactics did more to harm the campaign. These violent actions were not supported by all females (members and non-campaigners) and were simultaneously viewed by the authorities as criminal and terrorist acts and provoked harsh retaliatory measures such as lengthy prison terms. This was made infamous by brutal treatment to the suffragettes who took to hunger strikes. The response by the government was force feeding being anxious not to create martyrs.

How long this would have been sustained or tolerated we will not know because the First World War brought a halt to these activities. This truce, support for the war effort, and the general horrific sacrifice brought new thinking, a challenge to the existing social order after the war ended, and ultimately change. George Cove, Conservative MP and Home Secretary summed up the mood well in 1917 in support of the fourth reform Bill that would be passed in 1918.

“War by all classes of our countrymen has brought us nearer together, has opened men’s eyes, and removed misunderstandings on all sides. … I think I need say no more to justify this extension of the franchise.”

In 1918 the Representation of the People Pact was passed that gave all males the vote over the age of 21 and all women over the age of thirty (over eight million women). It was still not entirely equal in all aspects (the age disparity and as women still needed a property qualification), but it was a further positive step forward and in 1919 Nancy Astor became the first female MP. A further act was passed in 1928 to lower the age for women to that of men and in 1929 Margaret Bondfield became the first female minister.

No further changes would come until late in the twentieth century when the voting age was lowered to 18 for both sexes in 1969. There are circles active today that seek to reduce that to the age of 16. The debates and demands for reform continue to evolve. Will there be further change, who can tell?

It took over century of resistance, repression, the gradual enlightenment to cause the changing of attitudes to finally achieve democracy. One could argue that as we know it democracy was a concept introduced to Britain only in the twentieth century.

A Word of Warning

Democracy is a fragile and it has experienced changing fortunes. It is hard and costly to win and so quick and more costly to lose as recent history warns. Germany and Italy in the 1930s succumbed to brutal dictatorships, but then redeemed themselves. Greece and Turkey were until the late twentieth century military dictatorships, Spain only became democratic shortly after the fall of Franco in 1975 and in the Far East we have witnessed the tragic fortunes of Myanmar. More poignant and topical is that the Russians have reverted to an autocratic rule after a fleeting dalliance with democracy in the 1990s. We see in 2022 that Ukrainian democracy is in a perilous state due to the Russian invasion.

Democracy requires vigilance and should not be taken for granted, even in Britain.

What do you think of democracy in Britain? Let us know below.

Now read Stephen’s article on Britain’s relationship with European dictators in the interwar years here.

Sources

Parliament Archives – HM Government

Women’s, Suffrage in The British Empire – Christopher Fletcher, Laura E Nym Mayhall, Phillipa Levine – Routledge 2012

Gladstone and Disraeli -BH Abbott – 1972 – Collins Educational

Chris Day – Peterloo Massacre – National Archives “Blog” 2018

C J Bearman – various articles referenced:

An Examination of Suffragette Violence

Confronting the Suffragette Mythology'

Nottingham Castle field trip – exhibition of the Reform Acts

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The improbable lives of Ambrosio O’Higgins and his son, Bernardo, would change the history of South America forever. Two men, father and son, both strivers and achievers. Two men who did not take the traditional paths to power and high office. Two men, who through a series of improbable events, would both become, in their own ways, among the founders of the nation of Chile. The chain of events would begin, of all places, in County Sligo in Ireland.

Erick Redington continues this series on the O’Higgins family by looking at the later life and incredible successes of Bernardo O’Higgins.

If you missed it read part one on Ambrosio O’Higgins’ life here, and part 2 on Bernardo O’Higgins’ early life here.

O'Higgins meeting Jose San Martin at the 1818 Battle of Maipu.

After the disaster at Rancagua, Bernardo, the remnant of his troops, and a core of supporters found themselves exiles over the Andes. He decided to bring his mother and sister along to Buenos Aires, the capital of the United Provinces of La Plata. La Plata had also been in revolt against Spain, but unlike the Chileans, they had been able to hold its own against attempts at reconquest. When it appeared the Spanish were going to attack Buenos Aires, Bernardo immediately volunteered to serve in La Plata’s army. He was sent west to Mendoza to prevent an invasion from royalist controlled Chile. While here, Bernardo would meet José de San Martín.

In North America, the United States had been able to achieve its independence with the mother country still on its northern border. The viewpoint in South America was radically different. Many of the leaders of the government in Buenos Aires and generals in the army like San Martín believed that none of the peoples of the continent could only be truly independent unless Spain was fully driven from South America. For San Martín, Chile and Peru would have to be secured and the Spanish driven out.

While in Mendoza, Bernardo would continue his military schooling. He asked friends to send him modern books on the art of war. He would devise elaborate and bold plans for the liberation of his homeland. One plan presented to San Martín called for a three-pronged offensive relying on a naval invasion as well as recruitment in Chile of local militia and over 6,000 local natives. This was indicative of Bernardo’s military thinking, bold, but overly complicated plans relying on multiple moving parts. San Martín was more practical minded. He wanted one army to cross the Andes and focus on the central region of Chile. Under his plan, San Martín would lead the Army of the Andes with two divisions led by Generals Miguel Soler and Bernardo O’Higgins. On January 9, 1817 the army was mobilized and began crossing the Andes. Events would move very quickly.

Andes crossing

The Andes is the longest above sea level mountain range in the world. The highest mountain is over 22,000 feet (almost 7,000 meters) tall. Even though the army crossed at the start of summer, it was not an easy journey. This journey and the legends attached to it would become one of the great historical epics of the Latin American wars of independence. Napoleon crossing the St. Bernard pass and Hannibal crossing the Alps with his elephants both went over less rough terrain than did the Army of the Andes. This was not an area where the army could live off the land. All supplies had to be carried. If it did not go perfectly, disaster would quickly result. Fortunately, the leadership of the Army of the Andes was superb, and the leadership was able to drive their men to cross this imposing mountain range in only a month, with the army intact.

On February 4, 1817, forward elements of the army made first contact with the royalists in Chile. This took the royalist administration completely by surprise. They were not expecting an entire army to be able to cross the mountains undetected. San Martín had transported over 3,500 men into Chile. The royalist forces arrayed to meet them only numbered about 1,800 men. This was not a place the royalists were expecting an attack.

Battle of Chacabuco

On February 12, 1817, the Battle of Chacabuco began. The plan was to have Bernardo lead a diversionary attack while having General Soler deliver the main punch and destroy the royalist force. Whether it was from enthusiasm or impetuousness is disputed, but Bernardo led his men into a full-on attack against the royalists. This forced San Martín to speed up his plans and move Soler into battle earlier than anticipated. Although the battle was a resounding victory for the Army of the Andes, and hundreds of prisoners were taken, the royalist force was not destroyed and they were able to escape to the very south of Chile, where they would prove to be an irritant for a while longer.

The Battle of Chacabuco was typical Bernardo. He was a skilled commander and leader of men. He could throw a punch with the troops under his command. Enthusiastic for his men and his cause, he was driven to impetuosity. If he had made his attack only a diversion, as was originally planned, perhaps the remainder of the royalist force would have been eliminated. Many battles are won or lost on decisions made by commanders whether seize the initiative or strictly follow a plan. Although historians would argue over Bernardo’s decisions in this battle, the result was that the people of Chile gave him credit for the victory, and his star now shown brighter than ever.

After the victory at Chacabuco, the royalists fled Santiago and retreated to their stronghold in Peru. On February 15th, an assembly of notables convened and elected a new governor of Santiago to replace the outgoing royalists. That person was José de San Martín. He, however, did not want the job. He was not Chilean and was loyal to his own country. San Martín sent a note refusing the position. In response, the next day the notables elected him again. Again, he refused. San Martín, and the leadership in Buenos Aires, wanted Bernardo. San Martín had written instructions from Buenos Aires that Bernardo was to be made leader of Chile. It had already been decided before the Army of the Andes even set out. The fact that Bernardo was the hero of Chacabuco only eased a result that was predetermined. The assembly of notables chose Bernardo to be the Supreme Director of Chile. This began what was called the Patria Nueva period of Chilean history. It would last until 1823.

The task facing Bernardo was daunting. The old revolutionary junta was gone. The assembly of notables was just an assembly, elected by no one. An entire government had to be created from scratch. Government ministries had to be built from the ground up. An army and navy had to be patched together out of scattered militias. Only a man of Bernardo’s boundless energy and enervated mind could have tackled this task. The son of the reforming viceroy would now, finally, be the reforming Supreme Director.

Leadership

Nothing happens without money. The new Chilean government needed money badly. To Bernardo, there was an obvious solution, and three days after his appointment, he ordered all royalist property in the country to be confiscated. The money that came from this property allowed for the funding of new government departments. “Battalion number 1 of the Army of Chile” was created, the first organized national army unit. An official government newspaper was created to turn out propaganda for the literate classes. Ever the scholar, Bernardo decreed the founding of a military academy. Bernardo was a reformer, and he was intent on establishing the Chilean state correctly from the start.

In his enthusiasm, there were darker elements. Early on, a government commission was created which would hold tribunal over every Chilean and their role in independence. Everyone in the country would have their patriotic and unpatriotic actions recorded. All Chileans needed to justify to the state, and their fellow citizens, the title of patriot. If you were not a patriot, you could be labeled a royalist and your property would be confiscated. Any Chilean who fled was automatically classified as a royalist. Bernardo’s hammer came down especially hard on the Church. Many priests and friars who preached obedience and loyalty to the Spanish King were exiled and the Church properties they oversaw confiscated. The Bishop of Santiago was even expelled, and Bernardo would appoint a replacement.

Another controversial act of Bernardo’s early reign was his participation in the founding of the Logia lautarina in Santiago. The Logia Lautarina was a shadowy, secret organization dedicated to the independence of South America. By the statutes of the Lautaro, as it became commonly known as, if any member became a government official, that person could take no action without consulting the lodge. Also, no major appointment could be made without lodge approval. Members of the Lautaro filled many government posts and held large numbers of army commissions. Many of these members were Argentines. From August 1817 until San Martín left Chile in August 1820, the public perception was that the Lautaro ran the country. Since perception can be reality for many people, a shadowy secret cabal from another country was the true power behind the Supreme Director, and thus Chile was not truly free. This resentment would only grow.

South

With the government beginning to stabilize, a problem in the south began to materialize. When the Spanish retreated from Chacabuco, they had retired to Talcahuano, about 300 miles (about 500km) from Santiago. While at Talcahuano, the royalist commander, General Ordóñez, had retrained his forces and reinforced to about 1,000 men. The Araucanians were favorably disposed to the royalists since the benevolent treatment they had received from Captain-General O’Higgins all those years before. It was decided by the government (and the Lautaro) that Bernardo would delegate his office to Colonel Quintana, another member of the Lautaro, and proceed south with the army to defeat the royalists.

The farther south Bernardo’s army marched, the worse it was. The army set out in April, which is mid-autumn in the southern hemisphere. The area had been stripped due to the constant fighting. The terrain was mountainous, and the threat of ambush was ever-present. The people of this region were predominantly royalist sympathizers, and coldly received the patriot army. The terrain around Talcahuano seemed tailor made for defense. Hills surround the port, which was situated on a jutting point of land. Thirty guns stood ready to shoot down any attackers. Since they were marching in autumn, rains turned the roads into mud tracks. In keeping character, Bernardo developed an elaborate plan which called for a diversionary frontal assault which would cover for an amphibious landing against the town itself. Due to the horrible conditions, the boats prepared for the landing could not be brought into position. Despite this, also keeping to character, Bernardo ordered the frontal assault to commence anyway. Progress was made, including taking southern positions and separating the royalists from their Araucanian allies. The next day, however, the royalists were still in position and Ordóñez still had fight left in him. Faced with worsening conditions and dwindling numbers due to casualties and attrition, Bernardo ordered his army to retreat to Concepción.

The fight in the south now devolved into guerrilla warfare with burning villages and atrocity causing reprisal causing atrocity and the cycle grew ever bloodier. After another failed attempt to take Talcahuano, Bernardo decided to try a new tactic: diplomacy. As the head of state, he felt that perhaps the benevolent intervention of a third party would convince the Spanish to end their attempts to reconquer their former colony. He wrote to the Prince Regent of Britain, the future George IV. Bernardo offered to open the ports of Chile to British trade and investment. Nothing came of this at the time, but many would see this as part of what they interpreted as Bernardo’s attempt to turn Chile into the England of South America.

With no response forthcoming from the British, the bad news kept coming. The Carreras, Bernardo’s old rivals for power in Chile, were back. The Lautaro, was becoming more unpopular, and Colonel Quintana, the acting Supreme Director, along with it. Even Bernardo was becoming concerned about the attitude of the country. Worst of all, the royalists were embarking on another expedition from Peru to reconquer Chile. Fortunately for Bernardo, San Martín, who had attempted to go home in retirement, had returned to Chile and was ready to take command once more. To prevent any Chileans from being cut off, the army facing Ordóñez was withdrawn north.

Independence

It was at this time that Bernardo decided to take the ultimate step in Chile’s relationship with Spain. Officially, the Chileans were fighting for their rights under the Spanish crown. During the retreat, while at the city of Talca, Bernardo signed the Chilean Declaration of Independence, with no ties whatsoever to the Spanish king. To Bernardo, this represented not some mythologized breaking with the past, but as a way of telling all Chileans that there was now no turning back. There would be no return to Spanish rule.

In order to support this new declaration, San Martín marched south and reinforced Bernardo’s army to a total of 6,600 men. This force gave the Chileans enough to press the royalists back. After some jockeying for position, the royalists decided their only hope of survival was a frontal night attack. As many of the royalist troops were veterans of the Peninsular War, they had much more experience night fighting than their colonial adversaries. Although outnumbered, on March 16, 1818, the royalists achieved a complete victory, killing, wounding, or dispersing almost half of San Martín’s army. When his division was shattered, Bernardo received a wound in the arm which took months to fully heal. Much of the demoralization among the rebel troops came from rumors that both Bernardo and San Martín had been killed. Much of the Argentine artillery train had been captured, and the patriot army had lost significant amounts of supplies. This battle, the Second Battle of Cancha Rayada was the only defeat the patriots would suffer during the campaign, but it was such a shock and so complete a defeat that there was talk amongst the remainder of the army about retreating across the Andes. Even in his wounded state, Bernardo refused. “As long as I remain alive and have a single Chilean to follow me, I shall go on fighting against the enemy in Chile,” he is attributed to have said.

The rumors of death in the army’s leadership, along with the panic of the populace provided the perfect opportunity for the return of the Carreras, Bernardo’s old nemeses. In order to secure his position, a still wounded and somewhat feverish, Bernardo rode for Santiago. On March 24th, only eight days after the Battle of Cancha Rayada, Bernardo formally took up his office of Supreme Director again. The wounded revolutionary hero cut a dashing figure, and his very presence and authority was enough to prevent any move by the Carrerists.

Bernardo had no intention of staying away from battle for long. The royalists were advancing toward Valparaíso. Bernardo used his moral and legal authority to organize supplies, weapons, and provisions for every available man who could be made to fight. When the royalists arrived, the Battle of Maipú was fought on April 5th. Though this battle only lasted two hours, it would finally remove the threat from the royalists in the south. While the patriots lost about 1,000 men, the royalist army was annihilated. This victory, so short and decisive, would finally end the royalist military threat to Chile.

The consummation of Chilean independence increased the wrath, and the plotting, of the Carrerists. The younger brothers of José Miguel began plotting to invade Chile and either install the senior Carrera as head of state or begin an insurgency to overthrow Bernardo. When the two younger brothers arrived in Mendoza, they were captured and placed on trial. Although prominent Chileans attempted to intervene, and US Consul William Worthington pled the Carreras’ case, Bernardo was unmoved, as was San Martín. After news arrived of the defeat at Cancha Rayada, the people of Mendoza panicked, and the local administration decided on the execution of the brothers. They were informed of their sentences and that they would die by firing squad. Four hours after the sentence was served, a message arrived from San Martín announcing the victory at Maipú and calling for an end to the prosecution of the Carreras.

Feuds

Although there is no direct evidence that Bernardo ordered their executions, the people of Chile believed that he had. The Carreras were not very popular throughout the country at large, but that members of the nation’s elite could be executed on the word of the Supreme Director was disturbing to many. Further, many people also blamed the sinister influence of the Lautaro. Protests began in the capital. A mob of angry citizens, stirred up by Carrerists, broke into the courtyard of the Supreme Director’s palace. The leaders of the mob were arrested, but Bernardo’s position as national leader began to feel shaky.

Next was Manuel Rodríguez, a guerilla leader and former secretary to the old junta that both Carrera and Bernardo had been members of. When Rodríguez began to become more dangerous to the nation’s stability, Bernardo offered to pay to send him to either Europe or North America. Rodríguez appeared to accept, but went into hiding, participating in the aborted Carrera brothers’ conspiracy. When Rodríguez was finally captured and placed under arrest, the time-honored excuse of “shot while trying to escape” was used to justify what was an execution in all but name. Whether Bernardo had anything to do with it was immaterial. The people believed that he and the Lautaro orchestrated the murder.

From his perch in Montevideo, José Miguel was driven by bitter hatred and a desire for revenge not only against Bernardo, but against his Argentine backers as well. Letters and pamphlets were written calling for the overthrow of the government in Santiago. In Buenos Aires, governmental instability led to a change in leadership. The new leaders invited José Miguel to form the Legión Chilena, a force dedicated to overthrowing the Supreme Director and taking power. As would regularly happen, another new government quickly took power in Buenos Aires, and Carrera, along with his Legión, had to take to the countryside. When his troops had plundered their way to Mendoza, the governor there was able to defeat Carrera and capture him. He was expeditiously tried by court martial, convicted and executed. Bernardo should have been able to breath a sigh of relief. After all, his most bitter domestic enemy was gone, and its faction was decapitated. The resentment from the Chilean elite, however, only increased against Bernardo.

Invasion

The struggle with Spain continued without the Carreras. In November 1818, perhaps the most important appointment of Bernardo’s tenure as Supreme Director came when he appointed Lord Cochrane as Vice Admiral and Commander of the Chilean Navy. The strange and mercurial Cochrane would go on to fight with much of the Chilean government, but Bernardo recognized his talents and hoped that an Englishman could build the best navy in South America. Cochrane’s brilliance in blockading the Spanish fleet based in Peru would make Chile free from threat of naval invasion from Spanish royalists.

With the Spanish Navy neutralized, now was time for the final act of liberation, the invasion of Peru. On August 10, 1820, the Army of the Liberation of Peru embarked on ships of the Chilean navy for a seaborne invasion of the final royalist stronghold. Bernardo believed that the army had only to show itself, and the people of Peru would greet them as liberators. Through a series of daring attacks along the Peruvian coast, royalist defenses were weakened. The councils of the royalists were divided. Some called for a life-or-death defense of Lima, the premier city of Spanish America. Others wanted a retreat north into the mountains. In the end, little effective defense was made. On July 2, 1821, the patriots entered Lima without having to fight for the city. Unfortunately, San Martín allowed the defenders to escape to the north to fight another day.

San Martín would have to pursue the royalists. This protracted the war. He began sending message after message to Bernardo back in Chile requesting supplies. The Chileans were promised the army would live off the country and resented having to pay for another’s liberation, little remembering that their liberation would have been nearly impossible without the help of the Army of the Andes. Resentment grew, and the natural focus for that resentment was the Supreme Director.

Despite the continuing war, as well as occasional royalist bandits and Araucanian attacks, Bernardo was determined to reform his country and mold it into his image. Criminals and royalist prisoners were tasked with building roads and canals planned since the time of his father’s Captain-Generalcy. Schools were built to educate youth. While the improvements may have been popular, using prisoners was seen as heavy handed, and the funds for them had to be extracted through loans and taxes, already considered too high to begin with. Bernardo’s popularity continued to decrease. Needing to do something to bring stability to the country and improve his position with the citizenry, he issued a proclamation calling for elections for a new national assembly.

Two years after the invasion of Peru, San Martín and Bolivar met at Guayaquil. Afterward, San Martín finally went into retirement. But the war still went on. The Chilean army was still far from home. Lord Cochrane had, by this time, withdrawn from his fleet to his estate. Taxes were too high. The Carrera faction was still making rumbles against him. On November 19th, an estimated 8.5 magnitude earthquake struck Valparaiso, damaging much of the city. Many in the country saw the earthquake as a sign that the leadership of Chile, especially the Supreme Director, had lost God’s favor.

Rebels

The man that all opposition looked to was Bernardo’s old friend Ramón Freire. The two had fought together for years against the royalists. Both had been in the Army of the Andes and participated in its greatest triumphs. Bernardo appointed his friend as Intendant of Concepción. Over time, however, the two had a falling out and Freire began to grow frustrated with both his position and with his former friend. He would eventually resign in 1822. When Concepción went into open rebellion against the Supreme Director, Bernardo wrote to him, asking for his help in calming the situation. Instead, Freire voiced his support for the people of Concepción, and denounced Bernardo for acting against the wishes of the people. Other areas began rising in solidarity with Concepción.

Bernardo attempted to placate the rebels. Some economic reforms were repealed. A few unpopular ministers resigned. Bernardo called on Freire to send delegates to negotiate and end the uprising. By now, the whole country had turned against Bernardo. Led by the Intendant of Santiago, an assembly was called together for January 28, 1823. After a delegation had met with Bernardo and been “roughly treated,” the assembly grew anxious and angry. They were afraid Bernardo would disperse them by force. Once it looked like force would be used by both sides, members of the assembly and Bernardo agreed to meet. The assembly called for him to resign. Bernardo refused. Then a letter was brought to him explaining that no agreement could be had with Freire in the south. After reading the letter, Bernardo resigned as Supreme Director.

After resigning, Bernardo was placed under house arrest. Many Carreristas were openly calling for his execution. He had a collapse in his health, causing headaches and temporary loss of sight. Six months after his resignation, he was finally allowed out of house arrest and allowed to leave the country. His original destination was to be Ireland. He would live out the rest of his life in his ancestral homeland. But it was not to be. While stopped in Peru, Bolívar asked Bernardo to stay in the country to bolster the new nation’s independence movement. This, to Bernardo’s disappointment, did not include a military command.

Exile

Bernardo would spend 18 years living in Peru as an exile. He would manage his estates with moderate success. These were gifts from Bolivar to help ease the hero’s retirement. He lived long enough to see the political chaos his country had fallen into. Some Chileans would attempt to get him to return and take control again. He would refuse every offer. He would even attempt to mediate during a war between Chile and the Peru-Bolivian Confederation. Several times, he considered writing a biography of his father. “Doing justice to his memory,” he called it. He would never write it.

Over time, Bernardo’s image in Chile improved. Chile needed its heroes. The government gave him his old rank of Captain-General back, although his promised accompanying pension was slow in coming. President Manuel Bulnes of Chile wrote to Bernardo requesting he return to his homeland. Bernardo was, as usual, enthusiastic. Passage to Chile aboard ship was purchased. Upon reaching the port of Callao, Bernardo suffered a heart attack. Recovery was difficult, but two months later, he felt well enough to travel. Once passage was booked a second time, he suffered a second heart attack. He would never see his homeland. On October 23, 1842, Bernardo passed away at the age of 64. His ashes were buried under a monument recounting his greatness.

Bernardo O’Higgins is considered one of the three men primarily responsible for the liberation of Spanish South America, along with Bolívar and San Martín. He led his country through difficult and turbulent times. He was a brave general and a brilliant leader of men. He was a driven reformer whose improvements and modernization laid the foundations for future greatness. After he was exiled, the chaos that he feared engulfed his country. He was a man driven to strive for success in all things. For Bernardo, perhaps his greatest achievement was that all these traits that can be described of him could have easily been ascribed to his father as well. He was truly the heir to his father’s legacy.

What do you think of Bernando O’Higgins’ life? Let us know below.

Now, read about Francisco Solano Lopez, the Paraguayan president who brought his country to military catastrophe in the War of the Triple Alliance here.

Further Reading

Clissold, Stephen. Bernardo O’Higgins and the Independence of Chile. Frederick A. Praeger, Inc., 1968.

Kinsbruner, Jay. Bernardo O’Higgins. Twayne Publishers, 1968.

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If a poll were taken of Americans asking if they could name their state’s secretary of state, it is doubtful the number who could would eclipse one or two percent. If the poll included the follow up question, “Are you aware your state has a secretary of state,” the number would likely rise only a few percentage points. Voters are preparing to go to the polls in November to provide a referendum on the first two years of the Biden administration. Battleground Senate and House races dominate the country’s attention. Americans though are ignoring at their own peril twenty-seven potentially crucial contests — the twenty-seven states electing a secretary of state. But why should Americans care about a post many don’t even know exists?

Michael J. Trapani explains.

William Pennington, Governor of New Jersey from 1837 to 1843.

The answer to the question of why Americans should care is that secretaries of state are responsible for certifying the results of statewide elections. While their other duties vary from state to state, they share in common the role as their state’s chief election official. As Trump and his team were crafting “the big lie” following Joe Biden’s 2020 victory, phones buzzed in the offices of secretaries of state from closely contested states. Most notably, the defeated president pressured Georgia’s Republican Secretary of State, Brad Raffensperger, to “find 11,780 votes,” to swing the state in his favor and threatened legal repercussions if Raffensperger did not comply. Raffensperger ultimately stood his ground, informing Trump that the reported result of Biden’s narrow victory was correct.

Trump and his most loyal supporters maintain that Biden’s win was fraudulent and had state election officials, secretaries of state chief among them, acted correctly, the 45th president would be enjoying a second term. Team Trump, although sustaining publicly that their man won, is now scheming to ensure that should a similar scenario arise when the former president presumably runs again in 2024, Trump will emerge victorious, regardless of how the voting shakes out. Their plan is to install as many Trump loyalists as possible into positions that hold authority in state-run elections. Among Trump’s top prizes is the secretary of state of Arizona, for whom the former president’s coveted endorsement has gone to state lawmaker Mark Finchem — a man whose victory, according to a recent article in The Guardian, “should terrify the nation.” As a member of the state legislature, Finchem signed his name to a joint resolution calling on Congress to reject the legally certified electoral vote for Biden and award Arizona’s votes to Trump. Simply put, if Finchem and others like him are elevated to positions to oversee their state’s elections, Trump and Trump acolytes on the losing end of close (or perhaps even lopsided) elections could be declared victorious.

The Broad Seal War

But could a secretary of state actually determine an election? History shows that yes, they can. While the stakes were not as high as those of a presidential election, New Jersey’s 1838 disputed congressional election ended in a hullaballoo that cost the state five-sixths of its congressional representation for over three months.

New Jersey was politically divided in the late 1830s. The state awarded its eight electoral votes to Whig candidate William Henry Harrison in the 1836 presidential election — a victory secured by a mere 545 votes. The Whigs also narrowly won the state’s six congressional seats, which represented a complete reversal of the 1834 congressional election that sent six Democrats to Washington.

The 1838 statewide congressional election continued the trend. So close were the results that when the 26th Congress convened in December 1839, two slates of delegates, one Whig and one Democratic, arrived in Washington, D.C. Each contingent came bearing commissions as the duly elected members of Congress. Only the commissions of the Whigs bore the governor’s seal, the legally required certification of victory. The Democrats’ commissions bore the seal of the office of James D. Westcott, the secretary of state. The ensuing debacle would later be dubbed, The Broad Seal War, after the governor’s seal affixed on the Whig delegation’s commissions.

On the first day of the session, the House clerk began the customary roll call to seat the newly elected members. When he got to New Jersey, he read off the name of Whig Joseph F. Randolph (whose victory was not disputed). He then stopped, claiming that because the remaining five seats were contested, he would be unable to seat the rest of New Jersey’s members.

The dispute centered on the certification of votes from South Amboy in Middlesex county and Millville in Cumberland county. In the case of South Amboy, it was alleged that the legally chosen official whose duty was to certify the township’s results and submit them to the county was prevented from doing so and that another official was unlawfully substituted in his place. In the case of Millville, the township’s votes were not received by the state in a timely manner according to the law and the town’s election officials made public their intent to accept votes of aliens (to use the term of the day). At this time, New Jersey members of Congress were elected at-large, meaning voters cast up to six votes and the top six vote-getters would be elected. Whig Governor William Pennington decided to throw out the vote of the two townships in question and certify the election without them. Had the discarded votes been included in the final statewide tally, the Democratic slate (minus Joseph Randolph) would have scored a razor-thin victory. The unaltered results, presented by the Democratic delegation, were signed and stamped with the seal of the secretary of state.

The situation paralyzed the House for weeks. Whigs attacked the clerk for unilaterally deciding whose certifications were legitimate and whose were not. The New Jersey Whigs had presented the credentials legally mandated by the state; who was the clerk to do anything but seat those members? If further investigation was warranted, the House would do so once organized. Democrats fired back that had the clerk seated the Whig delegation, he would be effectively deciding on a disputed matter, a weight far beyond his responsibility to bear.

The parties bickered over how to proceed. One solution proposed having the clerk read the rest of the uncontested names so a quorum could be reached at which point, those members present would rule on the members claiming their seats under the governor’s seal. This was met with disproval by those who felt this gave the Whigs an unfair advantage. A counter proposal: Establish a quorum and rule on all those claiming the New Jersey seats. When a vote was called, a fracas broke out over whether the New Jersey delegation should be allowed to vote. Which delegation, Whig or Democratic, would be permitted to vote? Both? Neither? Wouldn’t permitting neither to vote deprive New Jersey of its constitutionally granted representation? Finally, two weeks into the session, members voted along partisan lines to elect a speaker so the House could be properly organized. Following the vote, another two weeks of arguing ensued over whether the full House or the Committee of Elections would decide on the matter. On January 14, the House voted to move the matter to the Committee of Elections, thus allowing the House to move on with its business.

The committee consisted of five Democrats and four Whigs (one of whom was future president Millard Fillmore). The partisan majority report, submitted on March 5, 1840 declared that the votes of South Amboy and Millville should be counted and therefore, the Democrats bearing the seal of the secretary of state, not the governor, were the rightful claimants to the contested seats. On March 16, the House voted 111 to 80 to seat the Democrats, finally giving New Jersey its full representation.

Final Thoughts

In 1838, the power of the office of the New Jersey secretary of state was enough to overturn an election in which votes were discarded due to technicalities. In 2020, secretaries of state refused to employ that same power to overturn the results of lawfully conducted elections. Both cases demonstrate the influence the office could have on the outcome of closely contested elections. And both cases demonstrate why we need to pay attention to the twenty-seven states holding secretary of state elections this November.

What do you think of the role of secretaries of state? Let us know below.

References

U.S. Congress, House of Representatives. Committee on Elections. New Jersey Election (26th Congress, 1st Session, House Report no. 506, March 11, 1840. U.S. Serial Set no. 371).

Cong. Globe, 26th Cong., 1st Sess. 1-121 (1839-40).

Ed Pilkington, “’This should terrify the nation’: The Trump ally seeking to run Arizona’s elections,” The Guardian. February 21, 2022. https://www.theguardian.com/us-news/2022/feb/21/mark-finchem-trump-arizona-elections-secretary-of-state.

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American has seen so many changes since the end of the US Civil War in 1865. Here, Daniel L. Smith discusses some key trends that have happened since then, ultimately leading to the so-called ‘McDonaldization’ of Society.

Daniel’s book on mid-19th century northern California is now available. Find our more here: Amazon US | Amazon UK

George Ritzer who wrote The McDonaldization of Society in 1993. Source: available here.

Rationality and logic were broken well before the 2000s and even before the 1960s. In fact, it was during the Reconstruction-era after the American Civil War that things fell apart quickly. Specifically, between 1863 and 1877. This was the catalyst for how American society would form as we see it today. During the Reconstruction-era, historical process was coming into play, such as the country adjusting the deconstruction of institutional slavery, as well as the security of our country’s unity as one – both outcomes of the Civil War. If it were not for a pardon from treason that was handed over to the Confederate generals and politicians after Lincoln was assassinated, I observe and stand on conscience that our nation would have looked much different today. I mean that politically and culturally.

Of course with advancement of society came cooperation with differing minority groups. A differing narrative stayed alive in the black communities. By the 1930s, Southern Democratic politics had been changed. These politicians and business elites began to shift their views to how “interracial cooperation” could bring them success in the 1900s South.[1] Politics at this point and time begin to change rapidly with the introduction of industrialization. Skyscrapers would start to emerge. Entertainment became higher priority. And self-gratification such as at restaurants, movies, food, and alcohol, began to be in excess for all those who hung onto their traditional American roots.

Consumer culture

In the 1930s consumer culture was a tied knot of pestering and arrogance. Many of those at that time would begin to condemn mass-culture, which began to be viewed as fun, with an insistence on freedom for self-expression. Mainstream society began to view it as an antisocial counterculture. Critics of the consumer culture were easily characterized as “Puritan” in their own personal views on this way of life. So, we end up in the 1960s where the societal revolution would really take off. Media and corporate entities would help fast-forward this social revolution in America. The “permissiveness” of 1960s culture would be countered itself by the return of traditional religion in America.

McDonaldization

There has always been a “see-saw” like effect throughout politics and religion in history. If you pay attention to current events, you observe this. From watching the news, to social media, to living your daily lives – everybody sees the fallout from America’s fracture of the founders’ ideals. Most do not know that, but most also see it happening right in front of their own eyes. Think, Skid Row in Los Angeles, California. Tent city. The homeless empire.[2]

This brings me to how professor and author George Ritzer came up with the clever slogan, “The McDonaldization of Society.” So here we are. We live in a society where a poll of elementary school children in 1986 concluded that 96% of them could identify Ronald McDonald over Santa Claus in name recognition.[3] Mind blowing to think that today it’s even worse. And on many differing levels. Social media, video games, movies. Everything today is on overdrive. But I digress to make the point that the McDonaldization of society, that is, creating an atmosphere of instant gratification, has caused a shift in how Americans live their lives today.

Ultimately, the McDonaldization of society was the turning point in how the entire world would come to learn and live in their daily lives. Someone once said, “The founding fathers would be turning over in their graves right now.” Well, I agree. With education being placed on the backburner by the elites in business and in government, can we pull ourselves into a new way of coping with post-modern America?

To sum it all up, there has been much change from Reconstruction to our current post-Modern America. Yes. Many historians clarify our current era as post-Modern America. Today, we are living in a new world. Many nations across the globe are facing the same social, economic, and political problems that we face here in the United States. Fate is something that we all face. We are all handed our own cards at birth. With that said, we are all living history. We are all writing and living in history, even if you don’t even know it.

You can read a selection of Daniel’s past articles on: California in the US Civil War (here), Spanish Colonial Influence on Native Americans in Northern California (here), the collapse of the Spanish Armada in 1588 (here), early Christianity in Britain (here), the First Anglo-Dutch War (here), the 1918 Spanish Influenza outbreak (here), and an early European expedition to America (here).

Finally, Daniel Smith writes at complexamerica.org.

References

[1] Foner, Eric, and Eric Foner. A Short History of Reconstruction, 1863-1877. New York: Harper Perennial Modern Classics, 2015., XXV.

[2] "Skid Row : McSheehy, William. Internet Archive. Accessed February 19, 2022. https://archive.org/details/skidrow0000mcsh/page/n3/mode/2up.

[3] Greenhouse, Steven. "The Rise and Rise of McDonald's." New York Times (New York, NY), June 8, 1986.

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Racial diversity in America has a long and varied history. Here, Jennifer Dawson considers key aspects of diversity and race in American history.

Asa Philip Randolph in the 1940s.

A big part of diversity concerns the reflection of a society’s ethnic makeup in all walks of life - media, work, and more. Even small pieces of progress are important - USA Today highlighted the positive reception to the news that, in 2021, TV looked more representative than it ever had before. However, despite the push towards promoting diversity and equality in society, America has arguably had - and has - a very fractured relationship with the concept. A country forever balancing political reality and moral principle, America has made progress difficult.

Always diverse

America is one of the youngest major countries in the world, and, from the very start, it has been a relatively diverse country. Modern America is a country created from immigrants from every corner of the globe, even if the English Anglo-culture became dominant. Today, data is collected on diversity; according to data experts, this helps businesses and legislators to ensure that laws and regulations are being adhered to. Despite this, the act of collecting diversity data has not always been easy - and has, arguably, been political. As Pew Research highlights, it was only in the 1960s that individuals could self-declare race, and that only thanks to the civil rights movement. Prior to that, race was assigned by officials, and sometimes incorrectly or unfairly. Collusion between officials and racist groups had, of course, been common for many years.

The Ku Klux Klan

While the civil rights movement and other societal efforts pushed government and state authorities to give greater recognition and rights to minorities, pushback came from racist groups - and often, they were aided by the state. The LA Times highlights the now notorious Freedom Riders attacks, where police and FBI worked with the KKK (Ku Klux Klan) and allowed them to attack non-violent protests. This collusion had been a hard aspect to break down in civil rights movements, and despite progress, is relevant even today.

Finding figureheads

Despite the odds stacked against them, proponents of the civil rights movement the world over have effected real change. Nelson Mandela overcame incredible odds to push back and upend the order in South Africa. Martin Luther King, Jr. set the path forward before his assassination; the likes of Muhammad Ali and Asa Philip Randolph bedding it in. However, the past decade has in some ways seen a worsening in conditions that have started to bring about new calls for change. BLM, a movement prior to the George Floyd murder, has shown that. Indeed, WBUR highlights how the Derek Chauvin trial featured a racist defense team, who relied on tropes and stereotypes to defend their ultimately guilty client.

What this has shown is that racism is still alive in the USA. Diversity has come far; what you can now see on TV and in the workplace is evidence of that. Unfortunately, it still appears that many of these gains are conditional, and feel like they could be upended at any moment. More progress is needed to fully awake the American social climate.

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Humans have always wanted to fly. We have looked at the birds in the sky and wanted that ability. Early flying machines were designed and experimented with mostly by men. Aviation was dangerous and many men and women lost their lives flying in the early days. The first successful plane design was the Wright brothers’, and they also had the first sustained airplane flight in 1903. It wasn’t long after that before women stepped into the world of aviation. Women have always been adventurers, explorers and thrill seekers. They have faced many more obstacles to fulfill their dreams but thankfully there were women who were bold and brave enough to push through despite any obstacles.

Here, Angie Grandstaff looks at five amazing female pilots.

Harriet Quimby around 1911.

Harriet Quimby

Harriet Quimby (1875-1912) was a New York journalist and photographer. As a journalist, she went all over reporting and looking for stories. She became interested in aviation after seeing some early airshows. Harriet met the Moisant family who gave her an intro into the aviation world in 1910. John Moisant was a pilot and Harriet took flying lessons with John’s sister, Matilde. Harriet became the first American woman to obtain a pilot’s license in 1911. She loved the freedom flying gave her and she traveled all over the United States and Mexico. She also joined the Moisant International Aviators exhibition team. Harriet wore a purple satin outfit to fly because she loved standing out. Harriet was the first woman to fly across the English Channel on April 16, 1912. This was a huge feat that was done in extreme fog with a faulty compass and a plane she hadn’t flown before. Unfortunately, her flight took place just after the Titanic sank so her major accomplishment barely made the news. Harriet was flying with the exhibition team at an airshow in Boston in 1912 when her plane went into a nosedive. Harriet and her passenger weren’t wearing seatbelts and they were thrown from the plane into the Boston harbor. They were both killed. Harriet was one of the few female pilots at the time of her death. She lived her life in the moment and was always looking for an adventure setting a bold example for girls and women everywhere.

The Stinson Sisters

Katherine (1891-1977) and Marjorie (1895-1975) Stinson grew up in a family that supported their dreams of flying. Katherine was the oldest and paved the way for little sister Marjorie. In 1912, Katherine was the fourth American woman to obtain a pilot’s license when she was just 19 years old. The Stinson family moved to Texas in 1912 and established a flying business. They offered a mail carrier service for some time and flying lessons. Katherine was known as a daredevil. She became the first woman to perform a loop and her stunt work had her outflying the men. Katherine built her own planes and was the first pilot to use flares to skywrite. She attached the flares to her plane and wrote CAL over the California skies in 1915. She set records for distance and duration plus did a six-month tour in China and Japan where she performed for thousands. Marjorie received her pilot’s license in 1914 at the age of 19 as well and worked with Katherine as a stunt pilot. Marjorie expanded the family flying business when she obtained 500 acres near the San Antonio River. Marjorie was the lead flight instructor at Stinson Field. She trained hundreds of pilots during the early years of World War I. Katherine and Marjorie had petitioned the U.S. government to allow them to serve as pilots in 1917 but they were denied because of their gender. Katherine joined the war effort as an ambulance driver and served in France while Marjorie continued to train Canadian and American male pilots for war. After the war, both sisters continued working as stunt pilots. Katherine retired from flying in 1920 and Marjorie retired from flying as well in 1928. These sisters broke barriers as pilots and as women. Their spirit of adventure and love for flying made an impact in the field of aviation.

Bessie Coleman

Bessie Coleman (1892-1926) was born in Texas to African American sharecroppers. Bessie lived during a time where Jim Crow laws and racial discrimination were rampant which made her accomplishments even more amazing. Bessie moved to Chicago in 1915 and joined her brothers who were living there. She became a well-known manicurist. This was one of the jobs that allowed African American women to obtain some financial freedom at that time. Bessie became fascinated with the tales of flying she heard from military men, including her brother, who were returning from World War I. As an African American woman, Bessie faced significant barriers to her dream to fly. She was denied entry into American flying schools, so she looked to France where people of color were able to obtain their pilot’s license. Bessie learned the French language and saved her money to prepare for a trip to France. She also obtained financial support from African American millionaire, Robert Abbott. Bessie went to France in 1920. She received her pilot’s license and became the first African American woman to do so. When she returned to America, Bessie performed as a stunt pilot and barnstormer in many airshows. She was a popular speaker and encouraged African Americans to pursue aviation. In 1926, Bessie was preparing for an airshow in Florida and took a flight with her mechanic. He lost control of the plane. Bessie wasn’t wearing a seatbelt and fell to her death. Bessie’s life was short but the impact she had on aviation especially for African Americans was immense. Her legacy is still going strong. Mae Jemison, the first African American woman to go into space, carried a picture of Bessie Coleman with her on that journey.

Willa Brown

Willa Brown (1906-1992) was born in Kentucky to an African American father and Native American mother. Willa’s parents moved their family to Indiana in hopes of a better education for their children. Willa was a bright student and went on to earn a bachelor’s degree in business and Master’s degree in business administration. She had many jobs and became interested in flying when she lived in Chicago. Willa was interested in the mechanics of flying as well as flying itself. She took flying lessons at Harlem Field in Chicago. In 1935, she became the first African American woman to obtain a pilot’s license in the United States plus obtained a commercial pilot’s license and a master mechanics certificate. Willa’s husband, Cornelius Coffey, opened the first African American owned flight training academy. Willa was an instructor and director at this school. She wanted to see more African Americans in aviation. Willa was a founding member of the first African American aviator’s group, National Airmen’s Association of American. Willa advocated for the U.S. military to be desegregated and her school became part of the government funded, Civilian Pilot Training Program. They trained African American men who were training at the Tuskegee Institute in Alabama. This led to the creation of the Tuskegee Airmen. Willa trained hundreds of these men who became Tuskegee airmen and instructors. She was very politically driven and became the first African American woman to run for Congress. Although she lost, it didn’t stop her from her life’s mission. She continued advocating for the rights of African Americans especially in the military and aviation for the rest of her life.

The Night Witches

The Night Witches were a group of Russian women who flew during World War II. They were dubbed ‘The Night Witches’ by the Germans because they only flew their bombing raids at night and their wooden planes sounded like a sweeping broom. Like in most countries around the world, Russian women were barred from combat. Russia was in a very bad spot militarily when they decided to allow women to pilot their planes. In October 1941, a group of women were recruited by Colonel Marina Raskova to fly combat missions into Germany. Marina was called the Soviet Amelia Earhart. She was the first female navigator in the Soviet Air Force and was well known for her flying abilities. Many Russian women wanted to help with the war effort especially in combat roles and these female regiments gave them that chance. Marina selected 400 women from 2,000 applicants and these became the all-female regiments: the 588th, 587th and 586th. Normally, flight and combat training can take years, but these women were just given an intense few months of training. They faced much skepticism and harassment from the men in the military. No new uniforms or boots for these women, they were given hand-me-downs from male soldiers. Some had to stuff their boots with different material to make them fit. The hand-me-downs didn’t stop there. The planes given to these all-female regiments were old wooden biplanes. These planes offered no weather or bullet protection, no parachutes, no modern instruments, no radio. Each plane carried two crewmembers and two bombs. The weight of the bombs required these planes to travel low which is why these missions were carried out at night. The female pilots had to use maps, compasses and flashlights to help them navigate. Although these women were in planes not fit for battle, there were advantages. Their wooden planes couldn’t be detected on radar, they could outmaneuver the bigger planes and land/take off almost anywhere. All those advantages plus coming in at night meant these regiments did serious damage. From 1942-1945, the Night Witches dropped 3,000 tons of bombs, 26,000 incendiary shells and much more. Despite their amazing efforts and accomplishments, these women faced serious discrimination from male soldiers. The discrimination made them even more determined to fly and they embraced the German nickname ‘The Night Witches’. Once the war was over, women were once again kept out of combat roles and the feats of the Night Witches faded from memory.

Let us not forget these women and all women, past and present who are pushing the boundaries to chase dreams and ultimately changing the world for women everywhere.

Angie Grandstaff is a writer and librarian. She loves to write about history, books and self-development.

Now read Angie’s article on 5 Amazing Female Businesses in 19th Century America here.

References

https://www.wai.org/pioneers/100womenscript

https://www.nationalww2museum.org/war/articles/lieutenant-willa-brown

https://www.fai.org/news/harriet-quimby-america-first-female-pilot-licence

https://www.pbs.org/wgbh/americanexperience/features/flygirls-bessie-coleman/

https://www.nationalaviation.org/our-enshrinees/stinson-katherine/

https://authentictexas.com/marjorie-stinson/

https://www.ctie.monash.edu/hargrave/stinson_bio.html

https://www.wrightmuseum.org/2020/10/01/the-soviet-night-witches/

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The improbable lives of Ambrosio O’Higgins and his son, Bernardo, would change the history of South America forever. Two men, father and son, both strivers and achievers. Two men who did not take the traditional paths to power and high office. Two men, who through a series of improbable events, would both become, in their own ways, among the founders of the nation of Chile. The chain of events would begin, of all places, in County Sligo in Ireland.

Erick Redington continues this series on the O’Higgins family by looking at the earlier life and military career of Bernardo O’Higgins.

If you missed it read part one on Ambrosio O’Higgins’ life here.

The charge of O’Higgins at the 1814 Battle of Rancagua.

Bernardo O’Higgins today is seen as one of the founding fathers of Chile and, along with San Martín and Bolivar, is housed in the highest pantheon of South American liberators. Yet from seemingly obscure beginnings, this man who had to fight to be recognized by his own father would fight to make his nation recognized on the world stage.

Bernardo’s story begins with his father Ambrosio O’Higgins. Ambrosio, an unmarried member of the Spanish colonial administration in the Captaincy-General of Chile, had impregnated the daughter of one of his friends, Isabel Riquelme. The young Bernardo would have the last name Riquelme until his father died. This did not mean that Ambrosio refused to recognize his son. As an ennobled Spanish aristocrat, Ambrosio came from a culture that recognized illegitimate children would sometimes arise from liaisons with lower social classes existed and that the father, while not necessarily recognizing the official parentage of the child, could provide for the child in some way without losing too much face. This is what Ambrosio did for Bernardo.

The Riquelme family was from Chillián, a small city in south-central Chile. During the 18th century, this area was full of rich agricultural land, but was also a backwater of a colonial backwater. Chile was part of the Viceroyalty of Peru, and with little infrastructure and horrific terrain for travel, this was not a place to rise to greatness. Ambrosio recognized this, and decided to fund his son’s education, including paying for Bernardo to leave his hometown, and get a more worldly education. Bernardo would be placed with Juan Albano Pereira, friends of Ambrosio’s in Mendoza (now in Argentina, but then part of Chile) who had mercantile connections with Ambrosio. After some time with the Albanos, Bernardo was sent to a Franciscan Monastery for a short time before going to Lima, the capital of Peru. Although he would make contacts in Lima that would last him a lifetime, Bernardo’s time there was unhappy. Although there are passing reports of the two men meeting, father and son had no confirmed meetings though both were obviously aware of their relationship. An illegitimate child could be supported in this environment but could not be brought too close. After only a year, Bernardo was sent to Europe to both get him out of the way, and to provide him with a better education.

London

Ironically, Ambrosio chose as the destination for his son Great Britain, the same country he had fled all those years before as a poor, oppressed Irish farmer. London at this time was one of the most cosmopolitan cities in the world. English radicals, French royalists, embittered revolutionaries, and political dissidents of all stripes crowded the coffee houses and pubs of London. Relative freedom of the press allowed for ideas banned in other nations to be widely disseminated. It was also during the French Revolutionary Wars. The ideals of the French Revolution were sweeping Europe, and for a young and ambitious man like Bernardo, the intellectual atmosphere was exciting. As a man with something to prove, the revolutionary times provided opportunities.

One of the people who would have the most impact on Bernardo’s life at this time was Francisco Miranda. This Venezuelan revolutionary was a man with infinite plots and schemes in mind to liberate the peoples of South America. Called by some as the Moses of the South American Revolutions, his boundless drive and energy would inspire all the great leaders of Spanish America’s revolutionary generation. Miranda would begin corresponding with Bernardo and would write in a teacher-student style that Bernardo, desperate for a father figure, would take to strongly.

Due to financial struggles, Bernardo was forced to leave Britain and eventually return to Chile. In 1800, he began his journey which became a small epic of attempts to escape the British blockade (Spain, by this time was allied to France against Britain) and contracting yellow fever, during which Bernardo was so close to death he was read last rites. When he arrived, Bernardo was forced to stay with his old friends, the Albanos, to recover his health. Bernardo was not the only one who was in declining health. His father, Ambrosio, would die only a few months after Bernardo’s return. The man he had so much wanted to impress was now gone forever. Ambrosio did not neglect his son in his will. He left Bernardo a hacienda named Canteras at La Laja in Southern Chile, including 3,000 head of cattle. This was not insignificant for a young man who had to live poor in London only a short time before. It was also at this time that Bernardo Riquelme began adopting his father’s last name O’Higgins. When Bernardo took control of the estate, he settled into the life of a now gentleman farmer. It would be the quietest seven years of his life. Bringing the latest agricultural science he learned in Europe, the hacienda immediately began to prosper greater than it ever had before. Later in life, Bernardo would reflect on the happiness of this time. The times of peace could not last, however.

King Carlos IV

In the first decade of the 19th century, Spain was governed by King Carlos IV and his prime minister, Manuel Godoy. Spain had been an ally of France since the mid-1790s and had come to be dominated by Napoleon’s French Empire. By the middle of the decade, Napoleon began to worry about the reliability of his ally to the south. Carlos IV and Godoy were both incredibly incompetent and cartoonishly corrupt in their administration of both Spain and the global Spanish Empire. The wealth and resources of the empire were wasted though inefficiency and corruption. Napoleon had created the new law code for France, the Code Napoleon, and had turned France into the preeminent military power of the time. He believed that some Napoleonic efficiency brought to Spanish administration would be more helpful to his cause of dominating Europe than the unexcelled stupidity of the current regime.

In 1808, Carlos IV was forced to abdicate the throne by his son, the future Fernando VII. Carlos then appealed to his ally Napoleon, to restore him to the throne. Napoleon, seeing this as an opportunity to rid himself of this pest, agreed to mediate between father and son, promptly detained both, forced them both to renounce the throne, and placed his own brother King Joseph of Naples on the Spanish throne as King Jose I.

When word reached the people of Spain of the Abdications of Bayonne (where the mediation had taken place), Spain erupted in revolution. An uprising in Madrid, known to history as Dos de Mayo left hundreds of Spanish civilians dead. Stories of French atrocities began to spread. Civil order broke down in the country and armies appeared to resist French occupation and Napoleon’s puppet king. Revolutionary leaders organized themselves into juntas to fill the gap left in administration. The British began aiding these juntas, and they also decided that independence movements in Spanish America could be used to weaken Napoleon’s ally. A Supreme Junta was established in Seville, ruling in the name of Fernando VII and there were now rival governments vying for the loyalty of Spaniards.

Revolution

Revolutionary thought had already reached Spanish America at this time. Enlightenment philosophies and French revolutionary thought were in vogue throughout Spanish America. Another source of revolutionary attitudes was the dramatic increase in the popularity of Masonic lodges, which would play a significant role in South American independence. Bernardo had been first exposed to many of these ideas while in Britain. Now, divided loyalties among the people led to a situation where everyone had to take sides.

The President of Chile (the acting head of government in the colony) was Brigadier General García Carrasco. He was a military man. By 1809, the situation within Chile had become revolutionary. Support for the Supreme Junta and Fernando VII was seen as a way to safely oppose García Carrasco. On May 25, 1810, the military administration moved against the supporters of Fernando VII and arrested several prominent citizens, who were ordered by the general into exile. After a power struggle with prominent Chileans, the general was forced to resign. With this resignation, the people of Santiago, the capital, began preparations for the creation of a junta for Chile. As many reasoned at the time, the colonies in the Americas belonged to the king, not to Spain. Therefore, if Juntas were being created all over Spain to rule in his name, then it would be only natural for them to be created in the colonies as well. In Buenos Aires, a Junta had taken control the Viceroyalty of Rio de la Plata. Many in Chile wanted to do the same.

During all this international commotion, Bernardo was civil governor of La Laja. During a previous war scare, he had offered to raise two regiments of cavalry for defense against the British. In 1811, the Junta named him Lieutenant Colonel of the Second Regiment of Cavalry of La Laja. At this time, he was already set on the path that, he believed, a revolution should take. Meeting with other leaders, Bernardo pressed for two immediate objects: the calling of a Congress together and the loosening of restrictions on trade to improve the economy. Freer trade was easily accomplished, and a Congress was called, at this point in the name of Ferdinand VII, to create a new government for Chile. For the new Congress, Bernardo was elected as a member for Los Angeles. With the opening of Congress, many issues came to the forefront. Rivalry between Santiago and Concepción. A failed royalist coup. The most embarrassing for the new Congress was the arrival of HMS Standard, a British warship on a mission for Fernando VII. A message was given to Congress requesting delegates be sent to a new Cortes in Spain. Chile, and the other colonies, were to receive seats in the Spanish legislature. Of course, a large financial contribution was expected to accompany the delegates. The Congress existed and acted explicitly in the name of the king. To accept would be to reaffirm their loyalty to Spain, which not everyone wanted to do. To refuse would be rank hypocrisy. Congress would delay long enough to make the issue moot.

Accompanying the Standard was one José Carrera. Son of a member of the Supreme Junta, he was extremely ambitious, and saw Chile as the perfect field for his ambition. He began conspiring with radicals in Congress, called the Eight Hundred, to remove the moderates to bring forward the cause of independence. On September 1, 1811, the moderates were driven out of Congress, and radicals assumed the positions of power. After the coup, the radicals sidelined Carrera and his family. Now with the precedent set that might, not law, would be the ultimate arbiter of power in Chile, Carrera then arrested men of the Eight Hundred and made himself dictator. Members of Congress then demanded Carrera make an account of himself before them. When he did, Carrera berated Congress and a few hours later disbanded Congress. Chile had had three coups in ten weeks. All Bernardo could do was resign his seat.

The south, and Concepción in particular resisted Carrera. The dictator then turned to Bernardo to help smooth over the situation. Concepción controlled most of the military resources of the country, and Carrera needed this region to solidify his control. Playing on Bernardo’s patriotism, Carrera was able to convince him to go south. After negotiation and a draft agreement which Carrera stalled in implementing, Bernardo realized he was being played and went into open opposition. He placed himself under the orders of the leader of the south, Juan Rozas. When Rozas’ government collapsed, Bernardo returned to his hacienda fed up with the state of affairs. He was an idealistic revolutionary who had run into the wall of practical politics and power struggles. He wanted independence but saw his country falling into infighting.

Spain returns

This self-imposed retirement did not last very long. In 1813, Spain made its first attempt to reconquer Chile. Invading first in the south, Concepción fell quickly to the Spanish. Of all the colonies in South America, Peru was probably the most royalist. The Viceroy decided now was the time to reestablish control. Carrera called Bernardo to command his cavalry regiment. Bernardo swiftly took command and led a force of troops south to engage the royalists. At Linares, Bernardo’s force encountered the royalists, charged, and drove them out of the town. This was the first battle of the war, and it would bring Bernardo promotion and make his name more well known.

After Linares, the situation in the south bogged down. Terrain was terrible for the linear warfare of the early 19th century. The three divisions of the reinforced southern army were under different Carrera brothers. The dictator was rapidly losing credibility. After the royalists attacked and defeated the Chilean advanced guard, Carrera was forced to abandon the best defensive positions in front of Santiago. At the Battle of El Roble, Carrera abandoned the field, and a wounded Bernardo rallied the retreating troops and led them to an astounding victory. The junta back in the capital then demanded Carrera give up control of the army. Carrera denounced the junta and his brothers threatened to march on the junta, just as they had Congress previously. The junta was finally able to get enough courage to decree Carrera’s dismissal and made Bernardo the Commander-in-Chief of the Chilean army. At first reluctant to take the command as he did not believe in the prudence of changing command in the middle of a war, Bernardo was convinced and accepted.

Although he had reached the highest position in the Chilean army, it was not to last. Bernardo would only command about 1,800 men who were lacking in almost every supply including weapons and ammunition. A lack of horses meant that artillery was pulled by the soldiers. The royalist army, though no better supplied had morale and initiative on its side. When a royalist army was approaching another Chilean force under Juan Mackenna, an old friend and also of Irish extraction, Bernardo took his army to relieve Mackenna. When their armies were joined, Bernardo would lead the army in a race with the royalists to reach Santiago. Both sides, by this point, were tired of campaigning. Both sides were exhausted. Negotiations began between the royalists from Peru and the junta governing Chile. Bernardo and Mackenna negotiated for the Chileans. The result was the Treaty of Lircay. In this treaty, the Chileans restated their loyalty to Fernando VII, under whose name they were fighting anyway. They also agreed to send representatives to the Cortes and money to Spain. Chile was to be integrated into Spain. The major concession the rebels were able to get was recognition of the junta. Both sides seemed to be blaming the whole war on a misunderstanding caused by Carrera.

War returns

This was nothing more than a temporary truce. The Viceroy in Lima denounced his commander who negotiated the treaty. About 5,000 reinforcements were sent to Chile to suppress the rebels. On the Chilean side, the Carreras were offended by the treaty and acted. On July 23, 1814, Jose Carrera overthrew the government, again, and quickly acted to extend his power over the rebel cause. Bernardo was faced with a dilemma. He was not happy with the treaty and wanted to see Chile freed from Spanish domination. As commander-in-chief, he also knew that the country needed a respite from the fighting. There was also the issue of Carrera himself. This was now the third time he had used force to remove his opponents. Bernardo could not abide this. He would march his troops on Santiago and remove Carrera himself. On August 26, only a month after the signing of the treaty, the forces of Carrera and Bernardo met at the battle of Las Tres Acequias. The two forces met in an engagement among the advanced guards with Carrera’s troops pushed back. Bernardo became confident and ordered an attack with his main force. When the attack failed, his troops began retreating in disorder. When Carrera sent in his cavalry to pursue, it broke what was left of Bernardo’s line and the army began to flee south.

After the battle, Bernardo learned that the royalists had landed their army from Peru and were marching on Santiago. He reached out to Carrera to put aside their differences and unite to defend the country. Both men, after all, believed in the independence of Chile from the Spanish. It was all for naught. When the Chileans united their forces under Bernardo’s control, they were still outnumbered by the royalists. Infighting had sapped their strength. On October 1, what became known in Chile as the Disaster of Rancagua occurred. The Chilean army was a motley assortment of men ill fed and equipped. The royalist army contained veterans of the Napoleonic Wars from Europe, which were now over. These men had been fighting for six years and knew war on a larger scale than the Chileans did. The Chileans were simply no match for the royalists. Nearly surrounded by the royalists, no reinforcements to be hoped for, and the town he was defending on fire, Bernardo was forced to withdraw from battle. It only took a few days for the royalists to make the distance to Santiago and take the city, the Chilean army was so defeated.

For Bernardo, there was nothing left. The government had been overthrown. The army, his army, was annihilated. For himself, and the leaders of Chilean independence, their country was lost to them. The leaders began to go into exile, fleeing to other areas not under control of the Spanish. Bernardo would flee across the Andes and into La Plata, not knowing what the future held.

What do you think of Bernando O’Higgins’ earlier life and the war? Let us know below.

Now, read part 3 about the later life of Bernardo O’Higgins and how Chilean independence was earned here.

Further Reading

Clissold, Stephen. Bernardo O’Higgins and the Independence of Chile. Frederick A. Praeger, Inc., 1968.

Kinsbruner, Jay. Bernardo O’Higgins. Twayne Publishers, 1968.

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An issue that often arises in a detailed exchange on the American experience is equality of opportunity. In many cases, it strikes a dynamic chord with many observers in our society. The essential tension that is inherent in this issue is one of moral principle v. political reality. Here, David Huff considers this in the US by looking at Abraham Lincoln, Franklin D. Roosevelt, Lyndon B. Johnson, and the present day.

Former President Lyndon B. Johnson (on the left) and then Vice President Spiro Agnew (on the right, with sunglasses) view the lift off of Apollo 11 in 1969.

Many societies throughout history have grappled with how to reconcile equality of opportunities with the harsh political of their times. On the whole, societies, particularly in their infancy, have sacrificed equality of opportunity for the sake of political expediency.

In the American experience, the Founding Fathers were more concerned about ensuring the survival of the American Republic than achieving social, political and economic equality in society. The achievement of equality of women, Native Americans and African Americans were left for future generations to undertake.

Fortunately, the United States heeded history's call to action. The patrician reforms of former President Franklin D. Roosevelt, the civil rights struggle of the 1960s and the continual call for the creation of an adequate and equitable health-care system are indicative of the potent force that equality of opportunity has played in our society.

The Role of Federal Government v. Private Enterprise

Although I concur that people should not be given a free handout, I believe in offering an individual a hand-up. Furthermore, I think that it is the government's responsibility to ensure that if social inequities get our of hand, constructive remedies should be enacted to ameliorate the situation.

Clearly, the accounting scandals in private enterprise during the past forty years underscore that government ought to play a greater role in preventing the gross pursuit of money and power which results in excessive greed and corruption.

A hallmark of a civilized society is one in which a heightened social consciousness for the welfare of others plays a role in shaping a nation's character. A government that embraces the political mantra that no social obligation is germane will stagnate and erode, becoming frozen by its own indifference and intolerance. If enterprising and wealthy individuals have the rare privilege of escaping the bonds of everyday existence to see life from an entirely different perspective, why not share some of that resourceful knowledge with others in society?

Abraham Lincoln's Role in Shaping American Society

As a nation, we have been blessed by a number of remarkable individuals who played an influential role in shaping the American consciousness. A central figure during the nineteenth century was Abraham Lincoln, who demonstrated tremendous courage and resilience during the bloody and painful struggle of the American Civil War. Determined, shrewd, and tough, Lincoln not only managed to keep the United States together, but also abolished the long-standing institution of slavery. His accomplishments set into motion profound changes that altered the cultural fabric of the American South.

Above all, Lincoln, by the Emancipation Proclamation in 1863 and his memorable Second Inaugural Address in 1865 raised the social and political consciousness of our nation.

FDR's Impact on American Society

Another figure who played a prominent role in shaping the American consciousness was Franklin D. Roosevelt. Elected president in 1932, Roosevelt initiated patrician reforms under his New Deal programs, which alleviated some of the human misery caused by the Great Depression.

Although experimental in nature, his progressive reforms called for the federal government to play an active role in the social welfare of Americans. The creation of the Civilian Conservation Corps, Works Progress Administration, which generated many job creation programs, the Soil Conservation Service, the Tennessee Valley Authority, the Rural Electrification Act, and the Social Security Act, as well as the president's willingness to embrace collective bargaining power for labor, are all indicative of FDR's sweeping reforms that transformed the fabric of American society.

The Emergence of the Kennedy Family and Lyndon B. Johnson

On January 20, 1961, John F. Kennedy became the nation's 35th President of the United States. Both JFK and his wife, Jacqueline, as well as Lyndon B. Johnson played a profound impact on the transformation of American society. During his tenure, President Kennedy created the Peace Corps, introduced Civil Rights legislation and Medicare and Medicaid reform bills to Congress in order to provide greater health-care coverage and basic human rights to African Americans throughout our nation, and signed the Nuclear Test-Ban Treaty in 1963.

In addition, Mrs. Kennedy taught the nation about culture and distinction by combining a unique sense of fashion with a strong sense of scholarship. Furthermore, intertwined with Mrs. Kennedy's interest in fashion was her commitment to the preservation of the arts and humanities, her commitment to the restoration of the White House, her push to host a dinner of the Nobel Laureates in 1962 and her avid interest in hosting youth concerts to encourage young people to study classical music. In my opinion, all of her efforts were indicative of her genuine desire that American civilization should be committed to the idea of developing a rich and diverse cultural identify of its own.

On November 22, 1963, President John F. Kennedy was assassinated in Dallas, Texas. It was a tragedy that shook the nation and the world. However, Lyndon B. Johnson, who became the 36th President of the United States, was determined to continue the progressive reform efforts that the Kennedy Administration had undertaken. Under his able leadership, President Johnson pushed through Congress an impressive legislative package, which included the Civil Rights Bill of 1964, the Voting Rights Act of 1965, signed the Medicare and Medicaid packages into law in 1965, and provided aid to education, urban renewal, beautification, conservation, and Head Start.

Unfortunately, Lyndon Johnson chose to enlarge significantly America's commitment to South Vietnam in July 1965. The president's determination that the United States could fight a costly war in Southeast Asia while enlarging the social welfare state at home led to the development of a choiceless society. In his mind, President Johnson thought we could adopt a two-prong strategy: conduct a war in Vietnam while enacting major social and economic reforms at home, which he called The Great Society. As a result, his willingness to engage simultaneously in the Vietnam War and The Great Society raised expectations beyond what the Federal Government could promise the American people. To that end, a powerful conservative movement began to take shape under the re-emergence of Richard M. Nixon and the 1966 election of Ronald Reagan as Governor of California. In sum, Lyndon Johnson was a tragedy in the real sense. He was the central figure in a struggle of moral importance that ended in ruin.

Contemporary America

Now, at the dawn of 2022, that United States is in search of itself. In the wake of COVID-19, political division, economic uncertainty, social turmoil, and an inadequate healthcare system, many Americans realize that we need to revitalize our political, economic, and social institutions in order to provide greater opportunities for our fellow citizens. Only if Americans demand greater corporate accountability, insist that their elected leaders focus on strengthening America's economic infrastructure, push for the creation of a National Commission on Violence to examine the underlying problems that cause people, particularly youth, to choose self-destruction rather personal development, and demand a reduction in the national debt that is approaching 30 trillion dollars can we ever hope to restore our country to a healthy order.

In particular, in regard to the national debt, if the debt continues to climb, at some point investors will lose confidence in the government's ability to pay back borrowed funds. In essence, the higher the debt-to-Gross Domestic Product (GDP) ratio, the less likely the country will pay back its debt and the higher its risk of default, which could cause a financial panic in the domestic and international markets. At this point, we will not be able to pay off the interest on the debt let alone the principal itself.

To attain positive change requires people, especially young voters, to play an active role in the political process. Perhaps the answer lies not only in parents instilling a sense of self-esteem and personal responsibility in their children, but also society encouraging youth to pursue higher education, community involvement, and state and federal campaign participation.

We must recognize that it is a matter of personal conscience, historical perspective and the inherit belief that equality of opportunity is a struggle of moral importance that as a nation we cannot afford to relinquish. After all, the future of our democracy, our way of life is contingent upon young voter's thoughtful engagement and passionate participation in the American political system. It is their future and their children's future that hang in the balance.

Conclusion

Finally, the American people need to remember that our country's destiny is a journey, not a destination. It is a journey the American people have learned to savor, cherish and treasure. Our collective journey is filled with roadblocks and amazing achievements that provide the impetus for us to understand fully ourselves and those we love. With the passage of time. our country must learn to embrace faith that looks through adversity and enables us to flourish and thrive.

What do you think of the article? Let us know below.

Now read David’s article on Jackie Kennedy’s influence on the arts here.

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As individuals in society, we live by structure and regimes that are either taught or acquired through our environments. The practice of hand-washing and the sterilization of surgical equipment in hospitals are procedures that we expect and universally accepted as best practices. The recent Coronavirus (COVID-19) pandemic has reminded us of the importance of sanitation and cleanliness to prevent disease and ultimately save lives. However, the importance of hand-washing was not common practice throughout many hospitals before the nineteenth century. Here, Amy Chandler explains Ignaz Semmelweis’ important discovery about hand-washing in the nineteenth century.

An 1860 copper plate picture of Ignaz Semmelweis.

Physician and gynaecologist Ignaz Semmelweis discovered the importance and life-saving impact of hand-washing within maternity wards in the 1850s. Semmelweis’ “discovery exceeded the forces of his genius. It was, perhaps, the root cause of all his misfortunes”, and in an ironic tragedy, Semmelweis died of the same illness that he devoted his career to preventing.[1]This article will explore Semmelweis’ contribution to medical practice in the nineteenth century and analyze how he failed to achieve public and international support for his discovery. Many contributing factors failed to propel Semmelweis into the sphere of revolutionizing and respecting theories in science and medicine, such as failing to publish his hand-washing theory and methodology, fleeing Vienna and the lack of support from his contemporary doctors. How did Ignaz Semmelweis simultaneously revolutionize surgical procedures and fail to convince his contemporary physicians?

17th century

During the seventeenth century, many hospitals in Europe became overwhelmed with cases of childbed fever (also known as 'puerperal fever') that women contracted during childbirth and suffered from days after birth.[2] Symptoms of puerperal fever included severe abdominal pain, fever and debility, and the result was commonly death for many women.[3] By the start of the nineteenth century, puerperal fever was a common and deadly disease that many women feared when entering maternity wards. The cause of this disease was bacteria infecting women during childbirth, but the understanding of how bacteria and disease spread was non-existent until the 1870s. Throughout history, there have been many different attempts to identify the cause of illness and disease, for example, the widely recognized theory of miasma. Miasma was considered “poisonous emanations, from putrefying carcasses, rotting vegetation or molds, and invisible dust particles inside dwellings” that was understood to be within the air that we breathe.[4] Therefore disease and illnesses were thought to be caused by ‘bad air’ or foul smells. By the end of the nineteenth century, the work of Louis Pasteur and his discovery of Germ theory replaced and progressed thinking around the cause of disease. The lack of knowledge around the causation of disease and the spread of infection made Semmelweis’ discovery imperative to progressing medical and scientific ideology. Semmelweis' ideas were often ignored, apart from support from close colleagues, which eventually led to his professional and personal demise.

Semmelweis’ discovery

In 1846, Semmelweis was appointed as an assistant professor in the maternity ward at Vienna General Hospital. Semmelweis undertook the challenge to understand and answer why mortality rates were so high within the Vienna General Hospital. The high mortality rates in the maternity ward of Vienna General hospital represented a widespread problem across Europe. Therefore, the cause of the disease was a universal substance and not specific to Vienna medical practice but widespread malpractice of the nineteenth century.

During Semmelweis’ employment in Vienna, mortality cases continued to increase, and so did Semmelweis’ concern and desire to discover the causation of illness. The maternal ward offered two divisions of maternity clinics; male physicians controlled one division, and female midwives staffed the other clinic.[5] In 1846 both of these divisions included similar patients demographics, but the statistics present that the male-staffed clinics had 13.10% of maternal deaths from puerperal fever, while the second division only suffered 2.03% of puerperal fever deaths.[6] From these statistics, it is evident that the cause of the illness originated and increased with the medical professionals within the first division that increased mortality rates. Semmelweis undertook a methodological approach to identify and inevitably reduce mortality rates and, as a result, to improve the lives of his patients, professional practice and contribute to disease theory. Semmelweis’ position as a gynaecologist and physician placed him in an advantageous position to discover the root cause of the mortality rates and implement policies to improve practice. Semmelweis had the opportunity to conduct research, medical knowledge and resources to identify the cause of puerperal fever. Historically, midwifery was recognized as a female role that expanded in the eighteenth century, with an increased number of male physicians and surgeons becoming involved within midwifery.[7]

A turning point in Semmelweis’ thinking was when his friend and colleague, Jacob Kolletschka, died from a puerperal fever after wounding himself during a dissection.[8] The autopsy results confirmed that Kolletschka contracted the same illness that many women suffered in the maternity wards. The contemporary theory of miasma formed the foundations of Semmelweis’ theory by speculating that “decaying animal-organic matter” caused the puerperal fever.[9] The causation of infections became evident to Semmelweis after he observed that student physicians worked in the dissection rooms and then directly, without changing their clothes or sanitizing their hands, entered the maternity wards.[10] The correlation between the two clinic divisions and the student's behavior emphasized that the male physicians were the carriers, to a point, of puerperal fever on their unwashed hands and clothes.

What did Semmelweis do with his newfound knowledge?

During this period, disinfectants that we are familiar with in contemporary society did not exist, nor was the knowledge of using chemicals to remove bacteria from surfaces. The concept of bacteria was not known or explored until many years after Semmelweis’ death. Therefore, methods to combat the unpleasant odors from miasmas included fire, sunlight, strong aromas and chemicals.[11] Semmelweis utilized his knowledge of miasma theory by attempting to eliminate foul odors transferred between the dissection room and the maternity ward by the physicians. For Semmelweis, the most potent smelling chemical available at the Vienna General Hospital was a solution of chlorinated lime. Under the supervision and authority of Semmelweis, physicians were ordered to wash their hands with this solution before entering the maternity wards. Inevitably, mortality rates in the maternity wards began to decrease, which supported Semmelweis’ theory. However, Semmelweis only understood that the solution reduced the number of cases and was unable to explain why hand-washing was so effective.

Semmelweis’ hand-washing policy was unpopular and faced opposition within the hospital, with individuals complaining of the burning sensations on their hands from vigorously washing and exposing their skin to the chlorinated lime solution.[12]Despite declining mortality rates, Semmelweis could not explain why the chlorinated solution was so effective as he did not realize hand-washing removed the bacteria causing disease. Furthermore, Semmelweis did not publish his findings or share his work for many years, which contributed to the lack of support amongst contemporary physicians for adopting the sanitation procedure. For some physicians, Semmelweis’ discovery lacked evidence to be understood fully, and in 1849 Semmelweis’ position within Vienna General Hospital was terminated. The Ministry of Education also declined the proposal to investigate Semmelweis’ theories further and gain evidence to support using chlorinated lime within medical practice.[13]

By 1851, Semmelweis left Vienna and returned to Hungary to continue his work by implementing his chlorinated lime regime and enforcing good ventilation, sterile linen, bandages and surgical equipment for his patients.[14] Eventually, in 1861, Semmelweis published his findings in The Etiology, Concept, and Prophylaxis of Childbed Fever. However, towards the end of Semmelweis’ career, his mental health began to decline, resulting in a mental breakdown in 1865, and his wife admitted Semmelweis into a mental hospital in Lazarettgasse. Unfortunately, Semmelweis died from blood poisoning after appropriate anti-septic methods were not enforced.

Conclusion

Semmelweis’ tragic death in some way proved that his theory of using a chlorinated lime solution to avoid puerperal fever was effective in preventing severe infection. Semmelweis’ lack of willingness to share his findings with his contemporaries reduced his hand-washing theory's credibility, while also lack of evidence and widespread enforcement of hand-washing isolated his results to be limited and circumstantial. In some ways, Semmelweis’ courage to challenge popular and pre-established views placed him in a difficult and unfavorable position because he was directly criticizing the work of his contemporaries by insinuating that their practice caused the deaths of many patients. This idea in itself was that doctors who dedicated their professional careers to saving lives and being seen as saviors against diseases were also the cause and carrier of such diseases they treated. Hindsight is a valuable asset we possess after years of scientific discoveries, but we have to praise Semmelweis for his work within the boundaries of knowledge of the time. The knowledge of bacteria was non-existent therefore working within the realms of miasma theory and Semmelweis’ methodologically eliminating factors in his study was to some extent revolutionary given the circumstances and knowledge of the time. Semmelweis’ ideas were brushed aside as unsupported ramblings, which contributed to the decline of his professional career. However, Semmelweis has now gained the status that his work deserves as a pioneer of modern medicine and sanitation procedures within medical environments. Semmelweis' work continues to help save lives today.

What do you think of Ignaz Semmelweis? Let us know below.

  1. D. Pittet and B. Allegranzi, ‘Preventing sepsis in healthcare - 200 years after the birth of Ignac Semmelweis'. Euro surveillance : bulletin Europeen sur les maladies transmissibles = European communicable disease bulletin, vol .23 (2018), p.2.

[2] J. Simmons, Doctors & Discoveries: Lives that created today’s medicine (New York, Houghton Miffin Company,2002),p.167.

[3] C. Hallett, ‘The attempt to understand puerperal fever in the eighteenth and early nineteenth centuries: the influence of inflammation theory’. Med Hist. vol. 49 (2005), p. 1.

[4] A. Kannadan,’History of the Miasma Theory of Disease’. Essai, vol. 16 (2018),p. 41.

[5] Simmons, op.cit.,p.166.

[6] Ibid.,p.166.

[7] Hallett,op.cit.,p.4.

[8] Simmons, op.cit.,p.166.

[9] Ibid.,p.166.

[10] Ibid.,p.166.

[11] G. Risse. ‘Before Germs: Decay, Smell, and Contagion in the Work of Ignaz Semmelweis on Puerperal Fever’,unpublished,(2015),p.3.

[12] Ibid.,p.3.

[13] Ibid.,pp.3-4.

[14] Simmons, op.cit.,p.167.

Bibliography

Hallett, C, ‘The attempt to understand puerperal fever in the eighteenth and early nineteenth centuries: the influence of inflammation theory’. Med Hist, vol.49, no.1, January 2005, pp. 1-28.

Kannadan, A, ’History of the Miasma Theory of Disease’. Essai, vol. 16, no. 18, 2018, pp.41-43.

Persson, J, ‘Semmelweis’s methodology from the modern stand-point: intervention studies and causal ontology’, Studies in History and Philosophy of Science Part C: Studies in History and Philosophy of Biological and Biomedical Sciences,vol.40, no.3, 2009, pp.204-209.

Pittet, D and Allegranzi, B, ‘Preventing sepsis in healthcare - 200 years after the birth of Ignac Semmelweis'. Euro surveillance : bulletin Europeen sur les maladies transmissibles = European communicable disease bulletin, vol. 23, no. 18, May 2018, pp.1-5.

Risse, G. ‘Before Germs: Decay, Smell, and Contagion in the Work of Ignaz Semmelweis on Puerperal Fever’, unpublished, 2015,pp.1-8.

Simmons, J. Doctors & Discoveries: Lives that created today’s medicine (New York, Houghton Miffin Company,2002).

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Written by prominent columnist, Abdul Gaffar Chowdhury, the popular ‘Ekushey Song’ (Song of February 2t) was dedicated to his friends, who raised their voices against the oppression and laid down their lives to save our mother tongue – Bangla. Those who speak Bangla can never forget the day of February 21. Before making it through the International Mother Language Day, the Bengali language had to go through a bloody chapter in history, 70 years ago in 1952.

Rezaul Karim Reza explains.

Khawaja Nazimuddin in 1948.

“My Brothers’ Blood Spattered 21st February

Can I forget the Twenty – First February?”

The Language Movement

Just after the fall of the British Empire in the Indian Subcontinent, two new countries emerged on the world map: India and Pakistan. Pakistan had two wings – West Pakistan and East Pakistan (Bangladesh today). There were no land borders between the two wings of Pakistan, and there were huge linguistic and cultural differences among the people of the United Pakistan.

To eliminate the differences, especially the language, on March 21, 1948 in Dhaka, the founding father and then the Governor General of Pakistan, Muhammad Ali Jinnah declared “Urdu and only Urdu” will be the state language of Pakistan. The declaration sparked protest among the predominantly Bengali speaking people, especially in East Pakistan where more than 90% of people used Bangla as their first language; whereas only 7% used Urdu as the first language.

But the Pakistani government did not move an inch from their decision on making Urdu the state language. On January 27, 1952 in Dhaka, the then Prime Minister of Pakistan, Khawaja Nazimuddin, repeated Ali’s Urdu only policy and warned that there will be no compromise with it.

This time, people from all walks of life burst into anger. They demanded Bangla as the state language of East Pakistan. The angry protestors chanted ‘We Want Mother Tongue Bangla,’ bringing festoons and placards and marching through the roads. The students of Dhaka University called a General Strike on February 21, 1952.

When they brought out the procession on that day as planned, police reacted with massive crackdowns, including mass arrests and firing. Police killed several protestors and arrested many of their leaders.

As the news of the police brutality spread across the country, many more people gathered in the city of Dhaka and staged another protest rally. Again, police fired on and killed the protestors. Among the killings, Salam, Barkat, Rafique, Jabber, and Shafiur had been identified as the young students.

The Achievement

The significance of ‘Vasha Andolon’ or the language movement in 1952 left many a lasting legacy. In fact, the spirit of the movement embedded Bangladesh’s independence in 1971.

Today, the five students killed on that fateful day are recognized as ‘Language Martyr.’ In recognition of the sacrifice of the protestors for the language, a Martyr Monument has been erected on the spot of Dhaka University where they were shot dead. In addition, one of Asia’s largest book fairs known as ‘Ekushey Boy Mela’ or 21st February Book Fair is observed to commemorate the sacrifice of the protestors every year on February 21st in Dhaka, Bangladesh.

To remember the day, the most prestigious Bengali award, Ekusey Padak or 21st February Prize is given to many distinguished candidates for their contribution to certain fields, especially in linguistic and cultural diversity in the country every year.

Once a dying language, Bangla is now the world’s 7th most spoken language. The language movement motivated the people of East Pakistan to fight for their identity and a country of their own – Bangladesh. And it happened in 1971 – Bangladesh was born after a nine month bloody struggle.

The legacy of the language movement did not always stay within the country; after the independence of Bangladesh, the recognition of the language movement went beyond the border.

In 1999, the UNESCO announced that there should be an International Mother Language Day in reconnection of the struggle of the Bengali speaking people and their language – Bangla. The day has been observed to promote awareness of cultural and linguistic diversity around the world since its first observance in 2000.

As I read somewhere, learning a language is like discovering a new country, killing it could be losing a culture, a tradition, an identity, and a whole nation. But, Bangladesh survived both. Today, I take great pride in speaking Bangla as my mother tongue and living in an independent country – Bangladesh.

What do you think of the article? Let us know below.

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When thinking about the history of cycling, we often remember the glory days of the Tour de France or the Olympics. Unfortunately, this means that too often the history of women's cycling is overlooked. Elisha explains.

Kittie Knox in the 1890s.

Bicycles played an important role in the women's movement of the early 20th century. Bikes gave women a new freedom after being long accustomed to relying solely on men for transport. The innovation of the bicycle gave women more control over where they went and when, bikes were easy to access and relatively inexpensive. What’s more, women soon found that more traditional outfits like corsets, bustlets and long skirts made riding a bicycle a challenge. This prompted a change in women's fashion which included lighter skirts, bloomers and even trousers. Bicycles helped pave the way for women today.

A recognized sport for womenCycling as a sport (for men) officially began in the summer of 1868 with a 1,200-meter race near Paris between the fountains and entrance of Saint Cloud Park. The first Olympic race took place the following year with a men's individual road race. Women’s road events were not introduced into the Olympics until the summer of 1984 and women’s cycling was barely even considered a sport until the 1990s. Despite this, women were cycling long before then.

The new womanBicycles came to symbolize independence amongst women representing the quintessential ‘new woman’ of the late 19th century. In 1895, suffragette leader Elizabeth Candy Stanton said “the bicycle will inspire women with more courage, self respect, self reliance” predicting the power of the bicycle. Echoing Stanton’s claim was Susan B Anthony who played a key role in the suffragette movement. She said ‘’Let me tell you what I think about cycling. I think it has done more to emancipate women than anything else in the world.’’

First woman to adopt bloomersIn the 1890s, many women were still not riding bikes, but this didn't stop Kittie Knox, a young seamstress from Boston. Kittie Knox became the first African American to be accepted into the league of American wheelmen. Unfortunately, in the years that followed, Kittie was largely discriminated against, but this didn’t stop her from riding, in fact she became well known for her unique choice of cycling attire. Cycling led to a shift away from the restrictive and modest fashion of the Victorian era and led to a new era of exposed ankles. Kittie was one of the first women to adopt men’s bloomers which is significant because it was the first step in the right direction toward women eventually proudly wearing bicycle shorts in public with no skirt required.

First woman to cycle around the worldThe first woman to ride a bicycle is said to be Annie Londonderry around 1896. Annie reportedly completed the cycling challenge in 15 months, whether she made it the whole way around the world via bicycle is debatable though. Apparently Annie was rather liberal with her use of trains and ferries, which made the expedition significantly easier. Interestingly, she made a bit of money through sponsorship where she attached posters and banners to her bike to advertise various companies.

Earliest female cycling journalist In 1891, Beatrice Ethel Grimshaw began her career as the first female cycling journalist (on record). She started her writing career after finishing her studies at 21 years old when she ran away to Dublin. In Dublin she began a career as a journalist for R.J. Mecredy’s Irish cyclist where she went on to become an editor. She participated in cycling when she was out of the office, where she reportedly did casual century rides. After a life in the cycling industry, she traded in her bike for a life of travel.

Women in cycling todayToday, despite the efforts of the bicycle industry to get more women into cycling, women only make up just under 25% of riders. Safety is said to be the number one concern that puts women off cycling. One feminist bicycle influencer is the Cycle Maintenance Academy a team of avid cyclists and experienced bicycle repair experts.

Notably, cycling actually demonstrates a clear inequality between men and women as in some countries women are still forbidden from riding bikes due to concerns regarding modesty. In other countries, women were only recently allowed to cycle. It wasn't until 2013 when women were allowed to cycle in Saudi Arabia and reports show that women still cannot cycle in the streets of Iran. Although there may not be specific laws that prohibit women from cycling, there are ‘religious rules’ that must be respected.

What do you think of women cycling in history? Let us know below.

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The US had a variety of ways to influence citizens behind the ‘iron curtain’ during the Cold War. One of those was radio broadcasts. Here, Richard Cummings, author of a recent book Cold War Frequencies (Amazon US | Amazon UK), continues the catastrophic story of how the CIA got a vessel ready to broadcast in Albania in the early 1950s. Here, Richard looks at what happened when the ship was close to Albania.

Read part 1 on how the U.S. prepared for the mission here.

Enver Hoxha, First Secretary of Albania from 1946 to 1985. Shown here in1944.

The JUANITA arrived in Greece on March 25, 1951, to perform the following mission under Project BGSPEED:

The JUANITA was equipped to broadcast on the medium wave band into Albania, utilizing the skip wave technique. When the JUANITA was purchased, there was no certainty that any country would grant permission for her to operate within that country's coastal waters. Therefore, it was understood that the broadcasts might have to be conducted from the open sea, that the vessel obtained for this role would have to be sufficiently seaworthy for open sea operations, and the equipment capable of broadcasting from a considerable distance at sea.

This skip wave, which exists both day and night, becomes effective as darkness falls and the ionosphere descends and becomes ineffective as the sun rises and the ionosphere ascends.) During the night hours, the beam from the antenna strikes the ionosphere. It bounces back to earth, permitting reception much farther from the transmitter than is normally possible by ground wave--which follows the ground sixty or seventy miles or so, depending on terrain, and grounds out.)

Problems

After the JUANITA arrived in Greece, serious problems began; below is a summary of these problems, extracted from declassified OPC and CIA reports -- in no particular order of importance.

· A contract engineer was sent to Greece to review the JUANITA operation. He wrote: “The JUANITA was intended to broadcast medium wave--skip wave into its target from 175-300 miles, came to light during a meeting with Washington communications men two days before my departure to Athens. On arrival in Athens, I found that the men (operations and communications) had been unacquainted with this intention. They expressed surprise that Washington intended to depend on skip wave, for they believed skip wave had never been depended on before for medium wave broadcast.”

· The Albanian area is greater than the noise level off the U.S. east coast. Radio stations in the Balkans make a Babel of voices, move up
 and down the dial, and operate
with many times the power the JUANITA was given

· A chance, ever-present in open sea operation, of a wave through the wheelhouse door or the hatch over the transmitting room threatened to fry the communications men at their posts and disable the equipment permanently

· There is no ventilation in the transmitting room. The heat and smell when the equipment in operation is intense enough to cause sickness, a condition aggravated by semi-tropical weather and the violent movement of the ship

· The vessel was delivered in the U.S. with its original wiring, which is of the house type and unsuitable for marine use. The vessel's house-type wiring causes repeated fires. This is evidenced by numerous minor fires which have occurred onboard and the extreme difficulty that the engineer has had in maintaining electric current throughout the vessel

· At anchor in a sheltered island cove, one finds oneself a few hundred yards from village dwellings. After the fall of darkness, the large white yacht, whose presence has brought excitement to the otherwise dreary existence of the islanders, lights up (when transmitting) like a Christmas tree. Spreader and running lights glow, and brilliant flashes play about the rigging.

Conclusions

One conclusion of the JUANITA'S history was: "It was not necessary to buy a yacht, equip her, operate her, sail her across the Atlantic, and maintain her in Greece for half a year to demonstrate that her transmitting equipment would not work."

In one OPC report, there was this commentary:

I wish to reiterate my belief that there need be
no apologies by anyone for a decision now to liquidate this particular experiment. It has provided some people
with valuable experiences and has taught several lessons that could not have been learned without the basic proposition being tried out in actual practice. It has, however, taken up a great deal of time that might better now be directed to more pressing and fruitful activities.

In March 1952, Acting Assistant Director for Policy Coordination wrote a memorandum to the Assistant Director, Office of Communications, in which he summarized the principal failures of Project BGSPEED, part of which read:

Many things have gone wrong in the implementation of this project, and it was terminated in October 1951. No actual broadcasting ever took place. Much of the onus for the failure can be attributed to shortcomings within OPC. These include lack of seasoned judgment from various OPC officers concerned with the project, lack
of continuous, adequate supervision, unfortunate selection of a vessel: etc. On the other head, the communications equipment provided proved inadequate for the contemplated operation. This constitutes an expensive lesson for OPC.

The JUANITA, purchased for $80,000 in 1951, was sold in May 1953 for $10,000.

Although Project BGSPEED was considered a failure, that did not stop OPC from beginning clandestine psychological warfare broadcasts into Albania as the Voice of Free Albania (often interchanged with Radio Free Albania) from the CIA radio transmitting site near Athens, Greece at 10 p.m. local time on September 18, 1951.

This article is based on Chapter 5 of Richard’s book: Cold War Frequencies: CIA Clandestine Radio Broadcasting to the Soviet Union and Eastern Europe, published in 2021 by McFarland & Co. Available here: Amazon US | Amazon UK

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The improbable lives of Ambrosio O’Higgins and his son, Bernardo, would change the history of South America forever. Two men, father and son, both strivers and achievers. Two men who did not take the traditional paths to power and high office. Two men, who through a series of improbable events, would both become, in their own ways, among the founders of the nation of Chile. The chain of events would begin, of all places, in County Sligo in Ireland.

Erick Redington starts this series on the O’Higgins family by looking at Ambrosio O’Higgins’ extraordinary life, and how he went from an emigrant to Chile to Viceroy.

Ambrosio O’Higgins.

The Ireland that Ambrose O’Higgins was born into was a sad one for the formerly great noble Irish families. During the Wars of the Three Kingdoms, the O’Higgins family had lost its land due to confiscations by Oliver Cromwell and the English Commonwealth government. This reduced the members of the family to poverty and working for others, mainly Protestant settlers who were given the Irish lands to break the power of the landed, Catholic, Irish aristocracy. Irish Catholics were subject to laws restricting religious, political, and property rights to encourage conversion and assimilation. Despite this, many of the O’Higgins clan refused to convert and assimilate.

From the time when Henry VIII declared the creation of the Church of England and began to enforce Protestantism on his kingdom, official persecution of Catholics caused many Irish to emigrate. Many of these Irish were looking primarily for the right to worship as Catholics. This caused many to look to, arguably, the most rigorously Catholic nation in Europe, Spain. The Spanish government was more than happy to take in Irish men and women seeking refuge from religious persecution.

To Spain

While religion was the primary motivation, there were others as well. Spain in the 16th and 17th centuries owned a large proportion of the Western Hemisphere. The modern northern border of California to the southern tip of South America at Tierra del Fuego was largely Spanish territory (Brazil and a few other territories excepted). This was the land of Cortes and Pizzaro, the Aztecs and the Inca. It was also the riches of the Potosí mine, so rich in silver that it caused hyper-inflation in Europe and the gold of Mexico. There were limitless economic possibilities in the Spanish Empire. A combination of the push factors of persecution and land confiscation in Ireland and the pull factors of Catholic freedom and economic opportunity led many Irish to choose emigration to Spain. A young Ambrose would be just one of thousands of these emigrants.

Probably born in 1720, though no one really knows for sure, young Ambrose O’Higgins was forced to work on the farms and estates of others to earn his living. Much of the early life of Ambrose is unknown. Although he would make much in later life about his lineage from the great O’Neill family and would even commission a genealogical survey, little can really be known for sure. What is known is that Ambrose begins appearing in the historical records in 1757 after leaving Spain for South America, when he was about 37 years old. Later, he would claim that he first arrived in Cádiz in 1751. Cádiz was a window to the world for young Ambrose. It was one of the home ports for the Spanish Navy, one of the largest in the world. It was also one of the primary ports for trade with the new world. Every year, hundreds of ships would arrive carrying the wealth of the New World. In Cádiz, Ambrose was able to find work, and his natural brilliance and energy would show to his employers. In 1756, Ambrose, now Ambrosio, left Spain for South America. This appears to be a business trip, an assignment for the bank in Cádiz he worked for. In a time of slow communications and the ease of a person disappearing, this was a position of trust the bank gave to Ambrosio. They must have recognized some drive and talent in him to send him off.

While on this first trip to South America, Ambrosio would see many of the great cities of South America: Buenos Aires, Asunción, and Lima. For a man with business acumen and a striving mentality, the possibilities young Ambrosio saw were endless. When he returned to Spain several years later, after his business trip was over, he petitioned the Spanish government to grant him permission to trade in the colonies. The Spain of the 1760s was rife with corruption and sloth due to administrative decay. Without patrons, Ambrosio would have a difficult time gaining official sanction. Another Irishman, John Garland, was a military engineer being transferred to the Captaincy-General of Chile, an administrative division of the Viceroyalty of Río de la Plata. Garland, recognizing the talent and drive of his friend, offered him a position on his staff, which Ambrosio readily accepted. The problem for a young, relatively poor civil servant in Spain at the time was the cost of maintaining office. As corruption was almost expected, salaries were very low. To pay for his transit to America, and then over the Andes Mountains, Ambrosio would bring to South America goods from the mother country to sell to the colonials. This would be the start of Ambrosio’s fortune.

Chile

When he arrived in South America, Garland wanted to take the trip to Chile at a leisurely pace. Given the pace of travel in the 1760s, crossing the Andes in winter would be difficult at best and suicidal at worst. Ambrosio, however, had drive. Whether it was bravery or foolhardiness is up for debate, but regardless, Ambrosio crossed the Andes in winter with only a few porters for the baggage and arrived at his destination. For most people, a difficult journey would simply be another chapter in the story, an interesting anecdote and nothing else. For Ambrosio, it would set him on the path to all the heights he would achieve.

Ambrosio’s assignment took him to Chile, a mountainous strip of territory on the western coast of South America. Overland travel between La Plata and Chile was difficult at the best of times due to the difficult terrain. One of the primary reasons for the separate political administration of Chile was due to its isolation from the colonial authorities in Buenos Aires. Ambrosio’s idea was to develop a way to keep the passes open in winter to safeguard travelers and keep trade open all year around. It sounds like a small idea to modern ears, but for the people of Chile, it was a matter of life and death. Due to transport and logistical issues, Chile was the most remote and underdeveloped of Spain’s American colonies. If Ambrosio could succeed in opening the Andes, the vast natural resources of Chile could be transformed into vast amounts of wealth. For a man with a natural business acumen, the attractiveness of this prospect seems obvious. For the Spanish government, improving communications between La Plata and Chile would have the benefit of tying the area to the colonial administration in Buenos Aires. A further benefit would be military. The movement of troops would be much easier with open roads and waystations. The primary route of travel and communication was through the Straits of Magellan, one of the most notoriously bad seas to sail in the world.

Ambrosio was not only looking for business possibilities. He was, after all, part of a military organization. In Chile, the primary military threat to the colony was the Araucanians. For over 200 years by this point, the Spanish and the Araucanians had had repeated wars and raids. The Araucanians were never able to drive out the Spanish, and the Spanish never had the strength to destroy the natives. Ambrosio participated in many of the battles against the Araucanians. In battle after battle, Ambrosio would distinguish himself leading troops from the front. Ambrosio would steadily rise through the ranks and would be noted for development of innovative cavalry tactics fighting the natives. His fame would only grow when he received a head wound during a fight where the Araucanians were surprised by his innovative tactics and routed at Lautaro. Despite the near-constant fighting with the Araucanians, Ambrosio was not in favor of destroying the Araucanians. Although many in the Spanish colonial administration would press for a policy of extermination against the natives. As he rose through the ranks of administration, Ambrosio pressed for more trade with the Araucanians. He had a great deal of respect for their culture and was an avid devotee of their handwoven blankets and the ponchos that were so common to the area. Although he was a man of his time and believed in the “civilizing” mission of the Spanish, as colonial administrators went, Ambrosio was forward thinking in his relations with the local tribes. This is not to say that he was a pacifist. He would go on to order multiple reprisal expeditions against local tribes in response to raids. He had no qualms about extending Spanish imperial control further into tribal lands.

During one of Ambrosio’s many trips to southern Chile at this time, he would be a houseguest of a friend of his, Simon Riquelme, a landowner near the city of Los Angeles. In a story as old as time, the young teenage daughter of Riquelme, Isabel, was impressed by the powerful and dashing Ambrosio. Ambrosio, being a man of power and wealth, also had an eye for women. Despite being over 30 years his junior, Isabel would become pregnant from the liaison between the two, and in 1778, a boy named Bernardo Riquelme was born. According to Bernardo, later in life, Isabel only yielded to Ambrosio’s advances when he promised to seek permission from the royal court to marry her. Although Ambrosio would provide some financial support for this illegitimate son, especially when it came to education, Ambrosio would never deign to meet this young boy who would have the same brilliance and energy of his father. This will not be the last we hear of young Bernardo.

Moving up

Ambrosio moved further up the ladder when he was promoted to Governor of the province of Concepción. Concepción province was the location of the capital of Chile and was a prestigious post for a man who started as a poor immigrant. While Governor of Concepción, Ambrosio would have contact with the French explorer the Comte de la Perouse. Although Ambrosio would have an adversarial relationship with the explorer, the research he conducted led the British to plan an expedition to Chile to conquer the region. Although this expedition would be redirected to Montevideo, the scare would give Ambrosio the impetus to recommend improvements to the defense of his province. Ambrosio’s noted ability, as well as his sound recommendations would lead the king, Carlos III to ennoble him as the 1st Barón de Ballinar in 1787 appoint him as the Captain-General of Chile in 1788. In 30 years, an Irish refugee had risen to the highest office in the Spanish colonial administration of Chile.

Ambrosio wasted no time. He dusted off his old plan to create stations in the Andes to improve communications with Buenos Aires. After all these years, he had not forgotten. A postal service was created. Defenses were reinforced. Surveys were made to determine the mineral and agricultural wealth of Chile. He would make frequent inspections and tours to see for himself that there was always activity. New towns were founded. Imports were encouraged, despite the resistance of local manufacturers. The success that Ambrosio had in developing the region around the city of Osorno would lead to King Carlos IV making him Marquis de Osorno in 1796. There were military tasks that Ambrosio undertook where he could showcase his skills. He ordered the development of old fortifications and construction of new ones in Southern Chile. Military roads were constructed between Santiago, Valparaíso, and Concepción. Routes were opened in Araucanian and Mapuche territory. Perhaps the greatest reform Ambrosio undertook while Captain-General was to abolish the encomienda system. This system, which combined many of the worst aspects of manorialism and slavery, required the native populations of Chile to provide labor to landowners they were bound to. Under Ambrosio’s rule, Chile rose from being a colonial backwater to highly developed colonial jewel. It was at this time that the foundations of the economic and political growth of Chile in the years after independence were formed.

Viceroy of Peru

Due to the impressive accomplishments of Ambrosio in his governorship of Chile, in 1795 he was promoted to be the Viceroy of Peru. Lima, the seat of the viceroyalty, had been the home of Spanish administration in South America for over 250 years. Peru is where a large amount of the mineral wealth of the Americas was extracted for Spain. Only Mexico provided more to Spain than Peru. This wealth kept the corrupt and incompetent Spanish court afloat. Entrusting this responsibility to Ambrosio is a window into both the importance of the office and the opinion the court held of Ambrosio.

Unfortunately, Ambrosio would not have quite the success in Peru as he had in Chile. By 1795, the French Revolutionary Wars had started, and Spain would play an active part, first as an enemy of France, then its ally. Spain needed all the money it could get its hands on to fight the British, especially the Royal Navy. The money for internal improvements and building projects would not be there for Ambrosio, unless it were for fortifications. The great plan he developed, to link Lima and the old Incan capital, Cuzco, by road would never come to fruition. The Spain of the cartoonishly incompetent and corrupt pair of Carlos IV and his prime minister, Manuel Godoy, was not the enlightened despotism of the reformer Carlos III. What could have been the ultimate capstone to his career was a disappointing and frustrating denouement. In 1801, Ambrosio died.

The life of Ambrosio O’Higgins was extraordinary for its time. He rose from a family of Irish tenant farmers to a twice ennobled colonial administrator in the Spanish Empire. Emigrant to Viceroy. Through sheer drive, energy, and competence, Ambrosio O’Higgins wrote one of the most unique chapters in the history of South America. However, this story does not end with his death. Toward the end of his life, Ambrosio declared in his will that his illegitimate son, Bernardo Riquelme, to be his heir. It would be this penniless young man who would take his father’s legacy, and his last name, to become Bernardo O’Higgins, the father of an independent Chile.

What do you think of Ambrosio O’Higgins’ life? Let us know below.

Now, read part 2 about the early life of Ambrosio’s son, Bernardo O’Higgins, here.

References

Clissold, Stephen. Bernardo O’Higgins and the Independence of Chile. Frederick A. Praeger, Inc., Publishers, 1968.

Fanning, Tim. Paisanos: The Forgotten Irish Who Changed the Face of Latin America. Gill Books, 2016.

Kinsbruner, Jay. Bernardo O’Higgins. Twayne Publishers, Inc., 1968.

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If a stronger country invades and conquers part or all of a weaker one in an act of aggression, the United States usually does not accept or recognize this act as lawful. This is known as the Stimson Doctrine. Think of the 1990 Iraqi invasion of Kuwait, or Russia’s 2014 invasion of the Crimea. Such was not always how the U.S has approached such situations before the twentieth century. The U.S. would recognize acts of power as facts of life. Peter Deane explains.

Henry Stimson. Source: Harris & Ewing, available here.

U.S. Secretary of State John M. Hay’s Open Door Policy set the background in 1899. The U.S. intended to preserve the territorial integrity of China. At the time, other powers seemed to respect it; however this changed over time.

1915

Japan issued the Twenty-One Demands to China with the goal to obtain control of large portions of China’s infrastructure. With the European powers occupied with World War One, and the Japanese Empire an allied nation, they made no effort to oppose it. China had no choice other than war to the acceptance of the demands.

Secretary of State William J. Bryan was strongly opposed to them as a contravention of the Open Door Policy. Rebuffed by the European powers, he wished then to act unilaterally. He was also a sincere pacifist and wished to do nothing hostile. The State Department issued a note: the U.S. would not recognize the legality of any of the demands, or officially accept them as true. In other words, nonrecognition of any Japanese treaty that infringed on China’s sovereignty. At the time the State Department saw it as a weak expedient—no threat of force or sanction lay behind it—but the best one available. This attack on Japan’s authority did nothing to impair the empire’s power. Japan disregarded the note.

1931

On September 18, the “Mukden Incident” occurred. Mukden was a railway station in Manchuria, a north Chinese province. The Japanese army alleged that Chinese soldiers used explosives to damage one section of track of a Japanese owned railroad. A later League of Nations investigation found the “Incident” to be a Japanese Army fabrication.

However the Mukden Incident provoked public outcry among the Japanese and provided the pretext for the Japanese army to advance against nearby Chinese army forces, which were disorganized and easily defeated. They successfully expanded their attack across all Manchuria in the following weeks.

Manchuria was a resource-rich province adjacent to Japanese-controlled Korea. Many of the Twenty-One Demands had pertained to Manchuria, such as railroad control. The Japanese Empire benefited greatly from influence over Manchuria, and stood to gain still more with absolute control. Japanese occupation of an entire Chinese province was thinly veiled with the formation of a new nation called Manchukuo.

In this way, from the standpoint of international law, stood the Nine-Power Treaty of 1922, which guaranteed China’s territorial integrity, the Kellogg-Briand Treaty (Pact of Paris) and the League of Nations. Both China and Japan were signatories and members, respectively. The U.S. was a signatory of both treaties but not a League member.

The Kellogg-Briand Pact was a 1928 treaty with over fifty signatories. Each agreed to renounce war and military aggression as national policy. Such a lovely idea. But sad to say, the Treaty had no teeth. Violation carried no penalty. Other signatories could respond ad lib.

Secretary of State Henry L. Stimson raised the issue of response in Cabinet meetings. President Herbert C. Hoover, although he had much foreign policy experience, was otherwise occupied. By this time the Depression was worsening steadily, beyond prior ones, with no end in sight.

Hoover was a man of Quaker roots and, while not a pacifist, he shrank from the idea of the use of military force. He saw the U.S. armed forces as a purely defensive tool. In a Cabinet meeting on October 9, Stimson learned that Hoover’s main concern about the crisis was to avoid conflict and not allow “under any circumstances anybody to deposit that baby in our lap.” Perhaps the League of Nations would act somehow.

The European powers faced declining economies too and were in no hurry to act. The League opted to appoint a commission (the Lytton Commission) to investigate the Mukden Incident, over Japanese protest. That decision effectively stalled any League response for months.

Stimson felt the need to do something. Repeatedly he raised the issue of the “weapon” of economic sanctions against Japan. But Hoover had very strong opinions against the use of sanctions because of the civilian suffering they could cause. Also, the U.S. could ill afford to close a foreign market for its goods. Sanctions were warfare conducted by other means and could lead to military conflict (as they did ten years later). He had famously worked to relieve hunger in Europe due to WWI and wished to inflict privation on no one. Hoover grew testy over the issue.

Hoover suggested instead, in the November 9 Cabinet meeting, that Bryan’s strategy of nonrecognition be used. Stimson adopted this idea and worked out a formulation with State Department staff. This he brought back to the Cabinet to some opposition. Both the Secretaries of War and the Navy opposed it as risky; the Administration was not prepared to put force behind any move that might antagonize Japan. But Stimson and Hoover agreed. It committed the U.S. to nothing. Others could join in if they wished.

1932

Stimson’s staff finished the final draft. “The American Government … does not intend to recognize any situation, treaty or agreement which may be brought about by means contrary to the covenants and obligations of…” standing agreements.

This was delivered first to the embassies of China and Japan on January 7, and then copies sent to the other Nine Power Treaty signatories. The Chinese and Japanese ambassadors were first informed of its content in person. Neither reacted strongly.

In February, Stimson made the policy public by writing an open letter to the Chairman of the Senate Foreign Relations Committee. It said in part:

“One cannot discuss the possibility of modifying or abrogating … provisions of the Nine Power Treaty without considering at the same time the other promises upon which they were really dependent.”

The United States could cease compliance with treaties too. But everyone knew that such was an empty threat at a time when the U.S. was attempting to shrink its own navy to save money. Given this reality, the Cabinet officers opposed felt it worse than useless to make an empty threat.

Stimson was stunned when the British government reacted coolly to the note, rather than support and echo its message. Ultimately the British did support it, publicly at the League of Nations. This coincided with the Lytton Commission’s report that the Mukden incident was a fabrication. This led to the prompt departure of the Japanese from the League of Nations.

“Manchukuo” gained little in the way of diplomatic recognition in the following years, but Japanese aggression was not swayed by world opinion.

President Hoover faced re-election and was not fond of the term “Stimson Doctrine”. It had been his suggestion originally. But the term stuck, to the Secretary’s quiet satisfaction. The Doctrine has remained a basic principle of American foreign policy since then.

What do you think of the Stimson Doctrine and China? Let us know below.

Bibliography

Fausold, M. L. The Presidency of Herbert C. Hoover. Lawrence, KA; University of Kansas Press, 1985

Ferrell, R. H. American Diplomacy in the Great Depression: Hoover-Stimson Foreign Policy, 1929-1933. New Haven, CT; Yale University Press, 1957

Hoover, H. The Memoirs of Herbert Hoover: The Cabinet and the Presidency, 1920-1933. New York, NY; The Macmillan Co., 1952

Jeansonne, G. The Life of Herbert Hoover: Fighting Quaker, 1928-1933. New York, NY; Palgrave Macmillan, 2012

Stimson, H. L. and Bundy, McG. On Active Service in Peace and War. New York, NY; Harper Bros., 1947

Wheeler, G. E. Admiral William Veazie Pratt, U.S. Navy: A Sailor’s Life. Washington, DC; Naval History Division, Department of the Navy, 1974

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It is little known that Germany produced helicopters in World War II. Here, Daniel Boustead discussed the successes and failures of the helicopters that Nazi Germany produced – as well as how the Nazis ultimately saw little benefit from them.

The Flettner Fl 282 helicopter at trials after World War II. It has the US military star marking.

The German helicopters of World War II are one of the little-known weapons of the Nazi German arsenal. These aircrafts were created to serve a specific military purpose and they did have some success in the role they were assigned. However, these roles were largely irrelevant because it bled the Third Reich dry of its resources and diverted time away from much needed weapons projects. Furthermore, these helicopters had some flaws which destroyed their effectiveness as weapons and as pieces of equipment for military use. The German helicopters were just another example of the Nazi wasteful squandering of precious time and resources that would ultimately yield no results or change the outcome of the war.

Helicopters in the war

The Third’s Reich’s helicopters that served in combat did have some successes. The FA-330 “Bachstelze” was a small gyroplane helicopter which was designed for the use as a submarine-based reconnaissance aircraft ([1]). The FA-330 Bachstelze (Wagtail) accomplished its job of reconnaissance by being towed behind a surfaced submarine or U-Boat ([2]). The FA-330 was attached to the submarine by a steel cable working from a winch on the deck (2). The airstream of the ship or submarine supposed to suffice to allow the FA 330 to lift up (3). The FA-330 would hold an altitude of 440 feet and could see about 25 miles with the assistance powerful binoculars and report back to the U-Boat by telephone (2). A total of some 200 FA-330s were built (3). As early as February 1943, the FA-330s were used successfully with the Type IX D2 U-Boat’s which were operating in the Far East (1). The FA-330s were also used in the Southern Atlantic and Indian Oceans where aircraft patrols were not common at the time (2). The FA 330 was also used by U-Boats in the Gulf of Aden (4). The U-Boat U-861 used the FA-330 gyro kite to patrol in the Indian Ocean off Madagascar. In the aftermath of the Japanese permitting the establishment of a German U-Boat base at Penang Malaya (in the summer of 1943), the Germans exchanged the FA-330 for a small Japanese float plane. On another occasion at the U-Boat base at Surabaya (Java) an FA-330 gyro kite was exchanged for a Japanese floatplane to supplement the two Arado reconnaissance aircraft which kept watch over the harbor.

Another German helicopter which made its impact during World War II was the Flettner FL 282. From November 1942 until the end of January 1943, the FL 282 conducted service trials mining operations on the German minelayer Drache alongside the ship Bulgaria in the central Aegean Sea (5). The service trials tests were successful as noted by the Naval Inspectorate report from February 10, 1943, which stated “The Fl 282 can now be operated successfully as a shipboard aircraft for patrol and anti-submarine tasks, even from small ships”. By 1943 the FL 282s were routinely being used by the Kriegsmarine for convoy protection and reconnaissance (6). The FL 282 would fly from platforms above gun turrets of convoy escort vessels in the Aegean, Baltic, and Mediterranean Seas. The Fl 282 was successful in searching Allied submarines and summoning other Luftwaffe aircraft to attack the U-Boats (7). In this case Fl-282s encountered and spotted U-Boats and other Luftwaffe aircraft during the fleet exercises which were done in conjunction with the 21st U-Boat Flotilla in Danzig Bay and north of Gotland Island from April 24, 1943, to May 15, 1943 (8). At the end of February 1945 FL 282s spotted the attack of the Red Army’s 1stand 2nd White Russian Front in Far Pomerania at the right time (7). However, because of the weakness of the German army units, their report could not stop the further Soviet advance. In 1945 surviving Fl 282s were stationed with the Luftwaffe’s only operational helicopter squadron the Transportstaffel (transport squadron) 40 at Rangsdorf and Ainring at Mulhdorf, Bavaria in their role as artillery spotters (8). The FL-282s of the Transportstaffel 40 made many flights during this time into and out of besieged and encircled towns transporting dispatches, mail and key personnel (9).

Diverting resources

In spite of the success of the German Helicopters, their deployment and development diverted precious resources away from more essential and important weapons programs. The most important weapon that the German Luftwaffe needed from 1942 to 1945 was something that would destroy the Anglo-American bombing raids over Germany and Austria. This was destroying German war production and the many of the Third Reich’s cities. The factories in Munich and Eisenach, that produced the Fl 282, were destroyed by Allied bombing (8). The Anglo-Americans also bombed the Flettner Johannisthal factory that produced the Fl-282 Helicopter. The fact that these factories existed for production of the Fl-282 showcase that these factories were diverting away precious people and materiel away from more important weapons projects.

The aircraft that was the perfect choice to destroy Allied Bombers and their Fighter escorts was the German ME 262 Jet. The ME 262 Jet Fighter had a maximum speed of 540 miles per hour at 19,685 feet (10). The ME 262 Jet Fighter was equipped with four 30 millimeter MK 108 cannons (11). On May 22, 1943, German Fighter Ace Adolf Galland tested the ME 262 Jet and felt it could allow the Luftwaffe a qualitative superiority over the Allied quantitative superiority (12). According to a detailed analysis of the records of combat from August 1944 to May 1945, ME-262 Jets contributed to the losses of 52 bombers and 10 fighters that belonged to the Eighth Army Air Force (13). This means that a total of 62 aircraft from the Eighth Army Air Force were lost by the ME 262 Jets from August 1944 to May 1945, while 200 ME 262 Jet Fighters were destroyed during this period of time (13). Even though these figures may be exaggerated, they at least set the terms upon which the ME 262s combat performance has to be evaluated (13).

Options

In contrast the German helicopters of that period were not shooting down any enemy aircraft, making the need for their existence less necessary. However Nazi Germany’s leader Adolf Hitler destroyed the ME 262 Jet Fighter’s chances of success by his Fuhrerbefehl or Leader Order of June 8, 1944, which limited the ME 262’s role to a bomber, a role it wasn’t suited for (14). Hitler’s fateful order hastened the demise of the Third Reich because it delayed the ME 262s production and introduction to combat.

Another aeronautical weapon that could have halted the Allied air supremacy over the Third Reich was the X-4 air-to-air missile. By 1943 it was becoming apparent that existing aircraft machine guns and cannons were insufficiently lethal against Allied Heavy Bombers (15). The X-4 missile was developed and it was a wire-guided system (16). The guidance system used a pair of trailing wires derived from the Dortmund/Duisberg system developed earlier for anti-ship missiles. After the launch, the pilot tracked the missile by following its tracer flare and steered the missile using a Knirps joystick control. The warhead was triggered either by a Rheinmetall-Borsig Kranich acoustic proximity fuse or an impact fuse. The ME 262 Jet was supposed to have four X-4 Missiles per plane. The X-4 program was cancelled on February 6, 1945, by Kammler’s edict which shut down many of the German missile programs. The Nazi Luftwaffe’s entire production should have focused on producing only the ME-262 Jet and the X-4 air-to-air missile.

Faults with the helicopters

The major German helicopters also had some faults which reduced their effectiveness as weapons. In May, 1943 U-Boat losses reached 41 U-Boats that were lost at sea and the losses continued to get worse after that point (17). The reason for these losses were improved Allied radar technology, long-range airplanes, breaking the German Enigma Code, better anti-submarine weapons, and better anti-submarine warfare tactics. These losses were to become apparent in the Indian Ocean and Southern Atlantic, when Allied long range aircraft appeared in these areas (2). This forced the U-Boats to crash dive quickly in these areas which resulted in them not be able to recover the FA-330 autogyro pilot from the ocean (2). The fact that the U-Boat war was effectively lost after “Black May” 1943 eliminated the need for the FA-330 Autogyro. On January 3, 1943, while the Fl-282s were undergoing test trials, they were attacked by Allied Bombers and Torpedo planes (5). Though no damage or casualties were sustained, a statement was issued in the aftermath of this incident. The ship that received the statement was the “Aegean”, which requested, “to permit the operation of the two valuable FL 282s only when there is no prospect of enemy countermeasures”. The means it could be destroyed while on a ship. In 1945 when the Fl-282’s were operating at the Berlin-Rangsdorf they fell victim to Soviet fighters and Soviet flak (7). The fact that the FL-282 could be shot down by anti-aircraft guns or fighter planes further reduced its effectiveness as a weapon (7).

The Nazi helicopters received very little attention in the period of World War II and thereafter. The aircrafts were designed for a specific role. However, these roles became irrelevant because the Third Reich was being bombed into submission. The aircraft that was most needed to stem the tide for the Luftwaffe was the ME-262 Jet Fighter to destroy the Allied Air onslaught and not a helicopter. The Nazi helicopter projects were mainly ineffective, and it wasted the Nazis resources which could have been used for more ME 262-Jets and X-4 air-to-air missiles.

What do you think of German helicopters in World War II? Let us know below.

Now, you can read World War II history from Daniel: “Did World War Two Japanese Kamikaze Attacks have more Impact than Nazi V-2 Rockets?” here, “Japanese attacks on the USA in World War II” here, and “Was the Italian Military in World War 2 Really that Bad?” here.

[1] Nowarra , Heinz J. German Helicopters 1928-1945. Atglen: Pennsylvania. Schiffer Military History Publishing. 1990. 37.

[2] “The Focke Achgelis FA 330 Bachstelze(Wagtail)”. Uboat.net. Accessed on November 29th, 2021. https://uboat.net/technical/bachstelze.htm

3 Lindberg, Leo. German Helicopters WW2. Middletown: Delaware. “Self-Published” and available on Amazon. Com. November 29th, 2021. 24.

4 Lindberg, Leo. German Helicopters of World War 2. Middletown: Delaware. “Self-Published” and available on Amazon.com. November 29th, 2021. 30.

5 Johnston, David. Translator. The Luftwaffe Profile Series No. 6: Flettner FL 282. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1996. 27.

6 Lindberg, Leo. German Helicopters of World War 2. Middletown: Delaware. “Self-Published” and available on Amazon.com. November 29th, 2021. 65.

7 Nowarra, Heniz J. German Helicopters 1928-1945. Atglen: Pennsylvania. Schiffer Military History Publishing. 1990. 28.

8 Lindberg, Leo. German Helicopters of World War 2. Middletown: Delaware. “Self-Published” and available on Amazon.com. November 29th, 2021. 72.

9 Lindberg, Leo. German Helicopters of World War 2. Middletown: Delaware. “Self-Published” and available on Amazon.com. November 29th, 2021. 72 to 73.

10 Boyne, Walter J. Messerschmitt ME 262: Arrow to the Future. Atglen: Pennsylvania. Schiffer Military History/Aviation History Publishing Ltd. 1994. 118.

11 Boyne, Walter J. Messerschmitt ME 262: Arrow to the Future. Atglen: Pennsylvania. Schiffer Military History/Aviation History Publishing Ltd. 1994. 130.

12 Boyne, Walter J. Messerschmitt ME 262: Arrow to the Future. Atglen: Pennsylvania. Schiffer Military History/Aviation History Publishing Ltd. 1994. 32 to 33.

13 Boyne, Walter J. Messerschmitt ME 262: Arrow to the Future. Atglen: Pennsylvania. Schiffer Military History/Aviation History Publishing Ltd. 1994. 55.

14 Boyne, Walter J. Messerschmitt ME 262: Arrow to the Future. Atglen: Pennsylvania. Schiffer Military History/Aviation History Publishing Ltd. 1994. 36.

15 Zaloga, Steven J. German Guided Missiles of World War II: Fritz-X to Wasserfall and X-4. New York: New York. Osprey Publishing Ltd. 2019. 40.

16 Zaloga, Steven J. German Guided Missiles of World War II: Fritz-X to Wasserfall and X-4. New York: New York. Osprey Publishing Ltd. 2019. 40 to 41.

17 Miller, David. U-Boats: The Illustrated History of Raiders of the Deep. Washington; District of Columbia. Brassey’s. 2000. 129.

Works Cited Page

Boyne, Walter J. Messerschmitt ME 262: Arrow to the Future. Atlgen: Pennsylvania. Schiffer Military History/Aviation History Publishing Ltd. 1994.

Johnston, David. Translator. The Luftwaffe Profiles Series No.6: Flettner FL 282. Atglen: Pennsylvania. Schiffer Publishing Ltd. 1996.

Lindberg, Leo. German Helicopters of World War 2. Middletown: Delaware. “Self-Published” and available on Amazon.com. November 29th, 2021.

Miller, David. U-Boats: The Illustrated History of the Raiders of the Deep. Washington: District of Columbia. Brassey’s. 2000.

Nowarra, Heinz J. German Helicopters 1928-1945. Atglen: Pennsylvania. Schiffer Military History Publishing. 1990.

“The Focke Achgelis FA 330 Bachstelze (Wagtail)”. Uboat.net. Accessed on November 29th, 2021. https://uboat.net/technical/bachstelze.htm

Zaloga, Steven J. German Guided Missiles of World War II: Fritz X to Wasserfall and X-4. New York: New York. Osprey Publishing Ltd. 2019.

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In this article, Apeksha Srivastava highlights the territorial and cultural continuity in the idea of India centuries before the British colonized it.

Sir John Strachey on the left with his brother Sir Richard in 1876.

Sir John Strachey, an English civil servant in British India, had said at the University of Cambridge in 1888, “What is India? ... There is no such country, and this is the first and most essential fact about India that can be learned. India is a name, which we give to a great region including a multitude of different countries. There is no general Indian term that corresponds to it.”[1]

Such statements bring us face to face with the Europe of the past times that represented non-western cultures as a series of ‘lacks’ that it supposedly possessed. Since India lacked several progressive qualities, it was the White Man’s Burden to civilize this barbaric, non-white Other. It was upon the British to modernize and unify India for the first time. According to historian David Ludden, “... India was never what it is today in a geographical, demographic, or cultural sense, before 1947”[1].

The Indian Notion of Nation

Providing arguments against this misassumption, Dr. Shonaleeka Kaul [2,3] (Associate Professor, Centre for Historical Studies, Jawaharlal Nehru University) talked about texts like the Rāmāyaṇa, Mahābhārata, and Mahapuranas (starting 5th century BCE), Chinese pilgrim Xuan Zang, Shankaracharya’s voyages, Greek ambassador Megasthenes, geographer Ptolemy (Roman Empire), the Tamil epic Silappadikaram, astronomer Varahamihira (Brihat-Samhita), Arab traveler Al-Biruni, Mughal historian Abu Fazl (16th century CE), Jain and Tibetan texts. All of them have emphasized a significant territorial and cultural continuity in the idea of India across centuries (Bharata, Bharatvarsha, Yindu, Indu, Indika, Indói, Hind, Jambudvipa [name given by Ashoka], Hindustan, Bharatakshetra, Bharata Khanda, Phags-Yul, [French-Inde; Dutch-Indië]). Their definitions of the Indian notion of nation talk about a vast and diverse land surrounded by lofty mountains and seas/oceans. India has been one entity centuries before the British.

Timeless Indianness

According to some scholars, one of the oldest names associated with the Indian subcontinent was Meluhha. It was mentioned in the Akkadian texts of ancient Mesopotamia in terms of the trade relations of the Harappans (3rd millennium BCE). In the words of archaeologist Jane R. McIntosh, “The imports from Meluha mentioned in Sumerian and Akkadian texts, such as timbers, carnelian, and ivory, match the resources of the Harappan realms.”[4] This timeless Indianness traveled all the way to pre-colonial India, strengthened as one entity. As stated by the Chinese pilgrim Li Daoyuan (527 CE), “From here (Mathura) to the south all (the country) is Middle-India (Madhyadeśa).”[5]. Marco Polo, a Venetian merchant, explorer, and writer who traveled through Asia along the Silk Route in the 1270s, mentioned, “... the great province of Maabar ... a part of the continent of greater India, as it is termed, being the noblest and richest country in the world”[6].

Majestic & Sacred

Turning landmarks into sacred spots have been a powerful device in unifying the idea of India. The strategic placement of a majority of mahā Shaktipīthas and upapīthas across India has broadly identified this nation with the divine body of Sati (the Mother Goddess)[7]. According to the legend, Daksha, Sati’s father, did not invite her to a yagna (religious ceremony). Although her husband, God Shiva, tried to convince her not to go, she went to the ceremony. There, Daksha insulted Shiva in front of her. Unable to bear this, Sati jumped into the sacred fire of the yagna. Later, a livid Shiva carried Sati’s burnt body and roamed around the universe with it, out of grief and sorrow. To prevent the destruction of the universe because of Shiva’s anger, Vishnu used his Sudarshana Chakra (weapon) to cut Sati’s body, parts of which fell on the Indian subcontinent to become sacred sites.

India: A Sacred Geography by Diana Eck “investigates a particular idea of India that is shaped ... by the extensive and intricate interrelation of geography and mythology that has produced this vast landscape of tīrthas ... at least 2000 years old, ... enacted in the practice of pilgrimage for many centuries”[1]. The Chār Dhām (visiting these four pilgrimage sites in India is believed to help achieve salvation), Kumbhamela (celebrated approximately every 12 years at four river-bank pilgrimage places in India), 12 Jyotirlingas (devotional representations of god Shiva), Sapta puri (seven holy pilgrimage centers in India), and others trace Bharatavarsha way before the British. The Bhārāta Mātā Temples in Varanasi (1936) and Hardvār (1983) contain maps of India, indicating its holy places. Above the Hardvār-temple map is the image of Mother India (the Nation’s Goddess). Radhakumud Mookerji, an Indian historian and a noted Indian nationalist during British colonial rule, associated the Rigveda (dated roughly between 1500–1000 BCE) river hymns with the “first national conception of Indian unity such as it was.” Furthermore, there are several overlaps and intersects between India’s Hindu and Muslim sacred landscapes. The Buddhists, Jains, Sikhs, and Christians also developed several shrines in India over centuries, emphasizing the religious unanimity of this land.

Unity & Pluralism: Two Sides of a Coin

According to the British ethnographer and colonial administrator, Sir Herbert Hope Risley, “underlying uniformity of life from the Himalayas to Cape Comorin, there is in fact an Indian character, a general Indian personality, which we cannot resolve into its component elements”[8]. In India, unity and pluralism are inseparable. This aspect is visible today on Indian currency notes containing several scripts, the national emblem (an adaptation of the Lion Capital of Ashoka from 280 BCE), postage stamps with images of stupas (hemispherical structures containing relics of Buddhist monks or nuns), and other artifacts. These diverse ancient symbols denote a unified India for us.

Trees have also defined India since times immemorial. There are references to it since the Indus Civilization. According to the Puranas, the Bargad or banyan tree, native to the Indian subcontinent, symbolizes the Trimūrti: Gods Brahma (roots), Vishnu (bark), and Shiva (branches)[9]. The tree represents longevity and fertility. Married women celebrate the Vat-Savitri vrat, a religious ritual involving Banyan worship, for their husbands’ long and prosperous life in several regions of India. Buddhist scriptures mention its self-arising nature comparable to the way kāma overcomes humans [10]. Alexander was amazed to see this tree, during his plunder journey in India, that provided shelter to his large army of 7,000 men [11]. Ayurveda talks about its medicinal properties. Banyan trees offer a vast canopy of leaves that block out the sun and have been serving as natural meeting places in many Indian villages for a very long time. Today, the Banyan is the national tree of India, unifying the past and present.

The idea of India is ancient. It is a diverse thought unified by one consciousness. Although not exactly the same in boundaries and concepts during different times, there seems to be a lot in common about this notion of India as a nation held by various religions, residents, foreign travelers, and chroniclers. The Indian concept of oneness has time and time again embraced that vast diversity, which some people thought would never let India be united as one entity.

You can read more from Apeksha on feminine national personification in the UK, India, and France here.

Apeksha Srivastava completed her Master’s degree from the Indian Institute of Technology Gandhinagar, Gujarat, India. She is currently an aspiring writer and a second-year Ph.D. student at this institute. This article is from an assignment she submitted for the semester-long course, Perspectives on Indian Civilization.

References

  1. Eck, D. L. (2012). India: A sacred geography. Harmony.

  2. The New Indian Express. The Idea of India: A Historical Corrective. Retrieved on 18 January 2022.

  3. The New Indian Express. The Idea of India: A Historical Corrective-II. Retrieved on 18 January 2022.

  4. The Indian Express. From Meluha to Hindustan, the many names of India and Bharat. Retrieved on 19 January 2022.

  5. Sen, T. (2006). The travel records of Chinese pilgrims Faxian, Xuanzang, and Yijing. Education about Asia, 11(3), 24-33.

  6. Polo, M. (1854). The Travels of Marco Polo the Venetian: The Translation of Marsden Revised with a Selection of His Notes(No. 33). Bohn.

  7. The New Indian Express. Motherlodes of Power: The story of India's 'Shakti Peethas.' Retrieved on 19 January 2022.

  8. Risley, H., & Crooke, W. (1999). The people of India. Asian Educational Services.

  9. Cultural India. National Tree. Retrieved on 19 January 2022.

  10. KÛLAVAGGA. (5) SÛKILOMASUTTA. Retrieved from https://www.sacred-texts.com/bud/sbe10/sbe1034.htm.

  11. Varanasi, S., & Narayana, A. (2007). Medico-historical review of Nyagrŏdha (Ficus bengalensis Linn.). Bulletin of the Indian Institute of History of Medicine (Hyderabad), 37(2), 167–178.

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Fordlândia was an idea of the great carmaker Henry Ford in the 1920s. He set-up a base in the Brazilian Amazon with the aim of producing rubber for car tires. In this excellent piece, Felix Debieux looks at what happened at Fordlândia – and how grand ambitions ultimately turned to failure.

Water tower and warehouse building in Fordlândia, Brazil in 2010. Source: Amit Evron, available here.

What do Ford, Firestone and Goodyear have in common? You would be right to say that they are all major players in today’s automotive industry. What is not so well remembered, however, is their shared historical interest in the Amazon rainforest. In the second half of the 1920s, clandestine explorations were conducted by engineers and geologists from Britain and North America who hoped to find oil, precious minerals, and promising locations for rubber plantations. Each sought to tempt the automotive giants to the jungle with land capable of growing the crucial raw material they needed to make their product: tires.

Following negotiations with Amazonian state governments for concessions, each speculator was convinced that they had secured the rights to exploit the most valuable territory. By 1927, one speculator successfully acquired 2.5 million acres – an area 82% the size of Connecticut - on the Tapajós River in the Amazonian state of Pará. As an indication of the vastness and remoteness of the area, he not only managed to plant half a million rubber seedlings, but also arranged for an armed security force to protect the operation from rival speculators. Later, this land was acquired by American industrial magnate Henry Ford who set out to grow a new supply of rubber. Rubber, however, is only part of the story. Indeed, this marked the beginning of a bizarre socio-economic experiment in the Amazon spearheaded by America’s premier innovator. In his day, Ford’s name was every bit as evocative as the glimmering promise of technological revolution as Elon Musk or Mark Zuckerberg, and he planned to build an American city smack in the middle of the jungle. Like other empire builders preceding him, he would name the city after himself: Fordlândia.

Ford’s motivation: an industrialist in the jungle

Henry Ford’s foray into the jungle was, first and foremost, a pragmatic move. In 1922, exports of rubber from Asian plantations were made much more difficult by the Stevenson Plan. Concocted by British and French planters, the Stevenson Plan created an artificial global rubber shortage and succeeded in inflating its price on the international market. As the consumer of 70% of the world’s rubber supply, manufacturers operating in North America were left with little choice but to seek alternative sources. While Firestone decided to invest in Liberian plantations, and Goodyear planted in Sumatra and the Philippines, Ford cast his eye on South America.

In growing his own supply, Ford believed that he could establish a rubber autarchy: a system of total self-sufficiency from rubber seedling through to tires. For Ford, this must have seemed entirely feasible. After all, the Ford Motor Company during the 1920s controlled nearly every raw material that constituted the manufacture of a motorcar. The glass, the wood, the iron; everything except latex produced by rubber trees. Alongside Ford’s other innovations, anything must have seemed possible. Indeed, this was the man who:

§ Had by 1926 established the Ford Air Transport Service: the first private contractor to deliver mail for the U.S government.

§ Had transformed a bankrupt Michigan railway into a temporarily successful operation.

§ Had developed revolutionary new glassmaking techniques.

§ Had improved coalmining technology.

How hard could running a rubber plantation be?

Doomed from the start? A legacy of failure in the Amazon

Preceding Henry Ford’s Amazonian enterprise was a catalogue of foreign projects aimed at extracting the region’s wealth. Many of these schemes were highly problematic but did not register in Ford’s planning. Take Lt. Matthew Fontaine Maury as an example. Back in the 1850s, the Director of the U.S. Naval Observatory promoted North American occupation of the Amazon drainage as a dumping group for southern planters and their slaves. At a time when Brazil guarded its northern regions from foreign trade and navigation, Brazilians suspected that Maury’s ideas would mean the forceful opening of the Amazon to U.S. colonialism.

Suspicions of colonialism continued into the 1860s, when a scientific expedition led by Louis and Elizabeth Agassiz influenced Emperor Dom Pedro II to open up the Brazilian Amazon to international trade and navigation. The threat of foreign exploitation emerged again at the turn of the century, when the Anglo-American ‘Bolivian Syndicate’ put forward an idea to develop a rich rubber territory disputed by Bolivia and Brazil. While Brazilian’s were certainly wary of North American colonialism, there was also a legacy of disappointment rooted in the repeated failure of development projects. At best, foreign projects were over-ambitious and ill-conceived. At worst, they were exploitative.

Ford remained oblivious to the enduring stigma of failure surrounding the region’s development. Indeed, several calamitous infrastructure projects pointed to major geographical and public health obstacles inherent to the Amazon. Perhaps the best example of the difficulties a foreign enterprise might encounter was the 226-mile Madeira-Mamoré Railway. During the construction of what became known as the ‘Devil’s Road’, a combination of malaria, yellow fever and other causes claimed the lives of anywhere between 6,000 and 30,000 men. Of greater relevance to Ford, however, was the bad reputation, which Amazonian rubber production had acquired among Brazilians. Labor exploitation, whether through debt peonage or outright slavery, played a major part in the industry’s notoriety. Again, the region’s history did not bode well for Ford.

Putting the conscience in capitalism

Given the stigma surrounding North American interest in the Amazon, it is not surprising to learn that Brazilians questioned Henry Ford’s motives. Many feared that Ford might use the contractual privileges of his concession to undermine national and state sovereignty. What distinguished Ford from other foreigners, however, were his reputation as a reformer of industry and his enlightened social and economic ideas. Indeed, his biography My Life and Work (published in Portuguese in 1926) went a long way to reassure literate Brazilians that Ford represented capitalism with a conscience.

Emphasizing Ford’s benevolent intentions for the region were his allies in the Brazilian government and the press, who helped to cultivate the image of Ford as a reformer. It was claimed that Ford would transform the Amazon and bring about unprecedented benefits for its impoverished workers. Ford packaged his offer with a promise to develop the region and to manufacture tires and other rubber articles in Brazil. A little showmanship, too, was considered. Reportedly, Ford toyed with the idea of journeying to Pará with Charles Lindberg, who at the time was planning a 9,000-mile tour of Latin America aboard his famous plane: The Spirit of St. Louis. Ultimately, a combination of lobbying and a careful public relations campaign helped to convince Brazilians of Ford’s honest intentions.

A sign of things to come

In December 1928, Henry Ford’s freighters – the Lake Ormac and the Lake Farge – arrived at the site of what would become Fordlândia to begin construction. On board the ships were an entire railway, a disassembled warehouse, a tugboat, and an arsenal of equipment needed to build a self-sufficient rubber plantation. It was not long before the first signs of trouble appeared. When the plantation manager quit his post and returned home to the U.S., the project was left in the hands of Danish sea captain Einard Oxholm who knew nothing about growing rubber. Ford, who wholeheartedly believed that any man could quickly master a field outside of his own expertise, decided that the Dane was the right person for the job. Unfortunately for Oxholm, his reputation for integrity gave Brazilian and European entrepreneurs all the encouragement they needed to overcharge the plantation for key supplies and services.

Just one month later, Ford had already spent more than $1.5 million and had virtually nothing to show for it. What is more, 95% of the rubber tree seedlings planted by the end of 1929 were either dying or dead. These were huge problems which defied a solution. Indeed, even the very land on which Fordlândia was constructed was a poor choice. The site, again chosen by a man with zero agricultural experience, was hilly, prone to erosion, and miles away from any settlement. Instead of kitting his plantation with managers and every piece of available technology, Ford would have been better served had he employed biologists who understood the rainforest. Not a single one was consulted in the planning process.

During this period of waste and incompetent management, Brazilian officials struggled to reconcile Ford’s reputation for efficiency with the chaos on show at Fordlândia. How was Ford, an industrial genius, making such a hash of this project? One observer reported that:

There is a complete lack of organisation at the property. No one knows what the whole picture should be. Waste is terrible… I can well understand the Minister of Agriculture in Rio should think we are crazy… At present, it is like dropping money into a sewer”.

While the physical plantation reached impressive proportions, this was in reality a façade for a failing operation.

Experimenting with an agro-industrial utopia

While the rubber plantation continued to stutter, Henry Ford pushed for a diversification of activities at Fordlândia. Seeking to deliver his promised social and economic benefits, Ford’s plantation would boast comfortable employee housing, a school, a well-equipped modern hospital, a power plant, a sanitary water supply, thirty miles of road and reportedly the largest sawmill in Brazil. Plans were made to export lumber, to produce wooden auto parts for export, and to manufacture tiles and bricks. In addition, there were also plans for both a tire factory and a city with the capacity for 10,000 Brazilians. By the end of 1930, Fordlândia’s landmark structure was complete: a water tower, which stood as a beacon of Ford’s ‘civilizing’ project. This increased breadth of operations represented key pillars of Ford’s personal philosophy: small-town America, and the marriage of agriculture and industry.

Ford’s nostalgia for an agrarian, small-town America was a prevalent feature of Fordlândia. While he certainly did promise to develop the Amazon, the improved life he envisioned for his workers was very specific and closely resembled the Midwestern towns of his childhood. Having grown up on a farm, the industrialist believed that there was a symbiotic relationship between agriculture and industry. Mechanization, he thought, would not only reduce the waste and drudgery of antiquated farming, but it would also free up the farmer to work in the factory and provide spare time for agricultural pursuits. Fordlândia presented an opportunity to make his unique vision of an agro-industrial utopia a reality. As Ford himself put it in his Ford Evening Hour Sermonettes, this would be a world in which workers had “one foot in industry and one foot on the land”. However, he would eventually learn that the culture he longed for could not so easily be transplanted into the jungle.

Rumble in the jungle: a clash of cultures

For all their suspicions of U.S colonialism, Brazilians and their dependents living at Fordlândia did receive the amenities and provisions promised to them. Indeed, Fordlândia was always about much more than rubber, with Henry Ford seeking to recreate an idyllic American society founded on his own morals and values. Amazonians employed by Ford received a free home, free medical and dental care, recreational facilities, and a wage ranging from the equivalent of thirty-three to sixty-six cents per day. This was at least twice the wages paid elsewhere in the region. Furthermore, workers were able to buy food and other supplies at prices subsidized by Ford. Other free provisions included pasteurized baby milk and burials at the company cemetery. From cradle to grave, workers could expect to live comfortably under Ford’s paternalism.

On the face of it, Fordlândia represented a capitalist’s paradise. However, Ford never succeeding in imposing his alien philosophy on the Amazon; the region’s ingrained cultural and economic traditions were not so easily replaced. Indeed, Brazilians simply did not understand Ford’s idealized vision of small-town America. One example is Ford’s attempt to supplant the traditional role of patrão, which in Brazilian society served as both boss and indulgent parent to the workers. The patrão not only held workers in debt servitude, but he also supported as a godfather and protector figure. The position certainly did not fit the Ford mold of efficiency, and was not suited to the modern employer-employee relationships which Fordlândia hoped to instill.

Brazilian work culture remained an enigma to Ford. His obsession with timesaving and efficiency served only to annoy his workers who would not accept a rigid work regime. Most disliked the way they were treated - being required to wear ID badges and work through the afternoon under the sweltering sun - and refused to work. Unfamiliar food, such as canned goods and hamburgers, caused further discontent. The tipping point came in 1930 when the plantation dining hall shifted from waited service to cafeteria-style self-service. This change, intended to reduce lunch breaks, would quickly backfire. Workers queuing in line with their trays complained that they were not waiters. Foremen were equally furious, realizing that the new system meant eating in the same manner as their workers. Anger descended into rioting. Workers, armed with shotguns and machetes, and proceeded to rampage through the plantation and chase Fordlândia’s managers (and the town’s cook) into the jungle for a few days until the Brazilian Army arrived to quash the revolt.

Not understanding Brazilian dining preferences was one thing, but there were other facets of the local culture which persistently baffled Ford. High wages, for instance, failed to ensure that workers would stick around because there was no consumer society in the Amazon on which to spend hard-earned cash. Workers might commit for a few weeks but would then disappear back into the rainforest to work on their own land. While this infuriated Fordlândia’s managers, the cultural disconnect was just as glaring outside of the workplace. Indeed, Ford had very specific ideas about how a society should function, and the sorts of activities people should enjoy. One example was square dancing. Having met his wife at a square dance, Ford decided it would be a good idea to build a large dance hall at the plantation. Although this proved to be unpopular, it was not as unpopular as Ford’s decision to prohibit alcohol. Even though drinking was perfectly legal in Brazil, Ford was a teetotaller and did not see a place for alcohol in his utopia. Like many cultural impositions in Fordlândia, prohibition failed too. Workers continued to drink their customary cachaça, and many travelled down river to a nearby bar and brothel on the aptly named ‘Island of Innocence’.

A predictable end

What became of Fordlândia? After the riot, Fordlândia experienced somewhat of a change in fortune. At long last a successful manager was found in Archibald Johnston, who pushed forward with the construction of housing, and the roads needed to link Fordlândia to the huge territory Ford had acquired inland from the river. Johnston even managed to implement some of Ford’s social ideas, including an emphasis on gardening and strict diets. None of this, however, could compensate for the elephant in the room: Fordlândia was not producing any rubber. Acre after acre of jungle was cleared to make room for rubber trees, but this yielded very poor results. Even when did trees did take root they quickly succumbed to disease.

Still, Ford did not give up on his vision of rubber self-sufficiency. He hired James Weir, an expert botanist, whose insistence on extravagant planting methods left Johnston exasperated. The biggest demand on Johnston’s list was the construction of a second plantation within Fordlândia, which meant relocating much of the project downstream to Belterra where better growing conditions could be found. Despite the attempt to inject new life into Fordlândia, Weir abandoned the project without notice just a year later. Around the same time, industry advances in the production of synthetic rubber reduced the global demand for natural rubber.

The close of the Second World War represented a clear turning point for Fordlândia. By then, Ford himself was in poor health and so management of the company fell to his grandson. Henry Ford II, seeking to rein in the company’s spiraling costs, decided to amputate any underperforming assets. This included Fordlândia, which was sold back to Brazil for just a fraction of the purchase price. Perplexed Brazilian residents looked on as their neighbors quickly packed up and headed back home. In stark contrast to the publicity and excitement surrounding Fordlândia’s creation, the project ultimately died a very quiet death.

While no man better exemplified American ingenuity and industry, Ford’s planned utopia proved to be a colossal error. It is unfortunate that it took Ford nearly two decades to recognize the error and cut his losses. Left to vandals and to rust in the humid Amazon air were the generator, the sawmill and much of the equipment. The landmark water tower still stands today, although the Ford logo which once represented ‘civilization’ has long since faded. While there has in recent years been a surge in Fordlândia’s population (in 2017 a population of approximately 3,000 people was recorded), the city today is arguably more useful as a parable. As historian Greg Grandin puts it:

“It’s a parable of arrogance, but the arrogance isn’t that Ford thought he could tame and conquer the Amazon. He had his sights on something actually much bigger. He thought he could tame and conquer capitalism, industrial capitalism. That didn’t happen”.

What do you think of Fordlândia? Let us know below.

References

Industrialist in the Wilderness: Henry Ford's Amazon Venture, John Galey, Journal of Interamerican Studies and World Affairs, Vol. 21, No. 2, May 1979, pp. 261-289.

Ever Heard of Henry Ford's Colossal Failed City in the Jungle?, Entrepreneur Europe, 16 January 2019.

Episode 298 Fordlândia, 99% Invisible.

Henry Ford built 'Fordlândia’, a utopian city inside Brazil's Amazon rainforest that's now abandoned — take a look around, Business Insider, 10 February 2020.

Lost cities #10: Fordlândia – the failure of Henry Ford's utopian city in the Amazon, The Guardian, 19 August 2016.

Fordlândia: The Rise and Fall of Henry Ford's Forgotten Jungle City, Metropolitan Books, Greg Grandin, June 2009.

Beyond Fordlândia: An Environmental Account of Henry Ford’s Adventure in the Amazon, Claremont McKenna College, Marcos Colón, 27 April 2021.

Deep in Brazil’s Amazon, Exploring the Ruins of Ford’s Fantasyland, Exploring the Ruins of Ford's Fantasyland, New York Times, 21 February 2017.

Ford Rubber Plantations in Brazil - The Henry Ford, The Henry Ford.

The Amazon Awakens, produced by Walt Disney for the U.S. Coordinator of Inter-American Affairs, 29 May 1944.

Fordlândia is a reminder of how the Amazon rainforest resists business interests, Financial Times, 3 November 2021.

Fordlândia and Belterra, Rubber Plantations on the Tapajos River, Brazil, Joseph A. Russell, Economic Geography, Vol. 18, No. 2, April 1942, pp. 125-145.

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India’s military history is rich, long and storied yet there is criminally little written about it and it is hideously ignored in many debates on military history of the 19th century. This perhaps is because Indians themselves know very little about what the Indian Army did in the years between 1858 and 1910. In these few decades, the Indian Army became one of the most combat experienced forces in the world as it fought alongside the British Army from Egypt to Afghanistan. The Indian Army (though officially known as the British Indian Army, it was always referred to as the Indian Army), which was already one of the most professional and most well-equipped forces in the world, by the time the Great War rolled around, had become arguably the single most experienced armed force in the world alongside the British Army.

Siddhant A. Joshi continues his series of the modern military history of India by looking at The Battle of Mormugao Harbour in 1961, which was a battle between the Indian Army and Portugal. At the time, Portugal still held Goa, India as a colony.

You can read part 1 on the Indian Campaigns of 1897 and the Bravery of the Sikh Infantry here.

The NRP Afonso de Albuquerque. Source: Chanthujohnson, available here.

The names INS Betwa and NRP Afonso de Albuquerque mean nothing to most people and yet these two ships, pawns on the chessboard of a small and historically insignificant war1, became the forgotten sentries of a now dead era. On the 18thof December 1961 – one day into the Indian attack on the Portuguese colony of Goa – the NRP Afonoso de Albuquerque would spot the vanguard of the Indian Navy’s carrier force, led by the frigate INS Betwa, and – unbeknownst to the crew of either vessel – they would both make history.

1961, in many ways, saw the completion of India. It would mark the culmination of India’s effort to rid itself of the past and begin anew. In the years previous and immediately following independence in 1947, India set about trying to carve its own, fresh identity. This meant complete unification of the new nation. In 1947 it invaded and annexed the small kingdom of Junagadh in modern day Gujarat, in 1948 it annexed the Kingdom of Hyderabad in modern day Karnataka, Andhra Pradesh and Maharashtra. In 1954 it took the small Portuguese colony of Dadra and Nagar Haveli.

A nation

By the end of the 1950s, the newborn Republic of India had – for the most part – united itself into one cohesive nation. The Portuguese colony of Goa, the now famous holiday destination on India’s western coast, stuck out like a sore thumb.

Initially, India wanted to avoid invasion and confrontation at all cost since it wanted to keep international favor for which it could not be seen as an aggressor and because, it must be mentioned, Portugal was very much a part of NATO. The effort to annex Goa had been for a decade (1950-1960) entirely diplomatic with moves such as the introduction of visa restrictions which made it almost impossible for Portuguese Goans to enter India and ending consular services in the colony. By 1961, however, it had become evident that Portugal was not going to let Goa go without a fight. The Portuguese army mistakenly shelled an Indian ferry vessel believing it to be a landing craft in November of that year. That, many people believe, was the straw that broke the camel’s back.

In December, India invaded and within 3 days the Portuguese would surrender. There would be no NATO outcry, no shouting at the UN, no international condemnation. The 3-day war would become part of the footnotes of history. And yet, NRP Afonso de Albuquerque and the squadron led by INS Betwa would fight the last of a dead form of battle – the last ship-to-ship exchange of cannon fire.

The 2 Forces in Comparison – 1961There was, from the offset and in every field, a massive disparity between the Portuguese and the Indians. The Portuguese had a total of 5,000 military and police personnel – barely the size of an Indian infantry brigade. While their native infantry, native marines and Portuguese infantry were well trained and well equipped, their police personnel were simply not up to the task. They also had no combat experience and for many this would be their first fight.

The Indians on the other hand showed up with the 17th Infantry Division and the 50th Parachute Brigade – some 45,000 in all. The Indian Air Force had attached to these, 20 English Electric Canberra B(I) heavy bombers and over 20 different state-of-the-art fighter and attack aircraft. Crucially, the Indian troops were extremely well trained, extremely well equipped and – most importantly – highly experienced with every single high-ranking officer having fought in World War 2 and the first Indo-Pakistan War.

This disparity, which lent itself to the obvious result, extended very heavily to naval forces as well. The Portuguese had 3 light patrol boats reinforced by the light frigate NRP Afonso de Albuquerque. The Indian Navy, on the other hand, had mobilized the aircraft carrier INS Vikrant and her escort force which consisted of 2 cruisers, 1 destroyer, 8 frigates and 4 minesweepers.

While the aircraft carrier saw almost no action, its forward screening vessels did. INS Delhi, one of the cruisers, shelled Diu Fortress in the opening hours of the invasion. INS Mysore, the second cruiser, and INS Trishul, one of the frigates, launched an amphibious assault on Anjidiv Fort and supported the Indian marines with sustained firing on the island-fort. But, apart from INS Delhi opening fire with her machine guns on a Portuguese patrol boat, none of the Indian vessels encountered any naval resistance – except when INS Betwa and INS Beas, both of which were Leopard Class frigates, sailed into the entrance of Mormugao Harbour where they would find the PNR Afonso de Albuquerque.

The Leopard Class vs the Afonso de Albuqeurque – Technical Comparison

The two vessels were horribly mismatched. The Leopard Class frigates were modern, radar armed and extremely reliable vessels. The Afonso de Albuquerque was, by 1961, almost 30 years old – having been commissioned into service in 1934. In comparison, the Betwa and Beas were just a year old, having been ordered in 1954 and commissioned in 1960. Afonso had no radar and her 120mm guns, although she had 4 of them, were old and clunky.

In comparison, the Indian vessels were armed with modern NATO standard radar systems, the brand spanking new QF 4.5-inch Mk.6 naval guns and, significantly, an experienced and well-trained crew.

The 4 120mm cannons of the Portuguese vessel, though of a larger caliber than the Indian (120 as opposed to 113), fired only 2 rounds per minute (some sources say 5). The QF 4.5- inch Mk.6 fired 16-24 per minute (depending on if they were hand loaded or power loaded). The shells the Portuguese fired were of World War 1 vintage and their fuses were unreliable. The Indian shells were far superior with excellent fuses.

The nearly 50-year-old Portuguese cannons were also horribly inaccurate. The QF 4.5-inch Mk.6 was lethally accurate.

By the time the Indian vessels were spotted by the Afonso, she had been given orders to act as a radio station, relaying messages back and forth, and nothing more. She had not spotted the Indian squadron approaching and when she did see the Indian vessels, they had already positioned themselves on either side of her and were waiting for orders to open fire.

But, NRP Afonso de Albuquerque, with everything against her, chose not to go quietly into the night. When she was asked to surrender by INS Beas, she quietly weighed anchor, slipped her moorings and headed out to fight.

The Battle of Mormugao Harbour – 70 Minutes of GloryBy 1100hrs on the 18th of December, the Indian frigates had entered the harbor and had blocked the only way in and out. NRP Afonso de Albuquerque had very little room left in which to maneuver. At 1200hrs, INS Beas fired warning shots across the bow of the NRP Afonso de Albuquerque and transmitted requests for surrender.

It must also be mentioned that just a few minutes before the request for surrender, IAF aircraft had bombed port facilities at Mormugao Harbour and the psychological effects of air strikes against which the Portuguese could do nothing must not be ignored. Everybody onboard knew this was an unwinnable fight. That the enemy could hit them from the air. That they were outnumbered, outclassed and outgunned. That they had no room left, no way to escape, nowhere to run. They knew that, should they surrender, no one would blame them.

Yet, at about 1202hrs, NRP Afonso de Albuquerque fired back and thus begun the Battle of Mormugao Harbour – the final vestige of a bygone era. Within the first minute, the crippling fire superiority of the Indian vessels became obvious as Afonso struggled to keep up with their rate of fire. Her old guns also failed her in the relatively long ranges of combat (7,500yd or almost 7km/4miles) where they struggled to hit the Indian vessels while the accurate Indian guns did not struggle whatsoever and scored hit after hit.2

In fact, the damage done to the superstructure of Afonso is plainly visible at https://laststandonzombieisland.com/tag/afonso-de-albuquerque/ where they have some excellent photographs of the battle (which, unfortunately, I cannot use here due to copyright reasons).

The first casualties came at 1215hrs when Afonso took a direct hit to the bridge, injuring the weapons officer. All the while, Afonso attempted to close the range and return fire. It is unclear how close she was to her opponents when she took her first KIA when, at 1225hrs, another direct hit killed the radio officer and severely wounded her commander, Captain António da Cunha Aragão. In the same salvo, her propulsion and steering system was heavily damaged and it was becoming increasingly clear to the crew of the ship that they would not be able to close the distance to the Indian vessels.

Within 10 minutes of this salvo, at 1235hrs, Afonso swung 180 degrees (it is not known whether to port or starboard) and ran herself aground at Bambolim Beach. From here, she would continue to fire on the Indian frigates. At some point now, the Sergeant-in-Charge of Signals disobeyed a direct order from Captain Aragão and ordered the white flag to be raised.

However, as per the official Portuguese records, ‘But as no one had actually given the order to surrender, the flag was lowered again. The flag was not seen by any means by the Indians because of the windy and smoky conditions.’3

By 1250hrs, the fate of the ship had been sealed. She had lost 5 of her crew and 13 injured. She had fired between 350 and 400 shells and any damage on the Indian vessels had been negligible at best. The order was given to abandon ship. Once again, per official Portuguese records ‘Most of the personnel complied with the order to abandon ship, while the fire from the Indian ships continued, reaching the ship and the surrounding area, with the clear intention of hitting the men who were already on the bank.’4

By 1310hrs, the ship had been abandoned. The Battle of Mormugao Harbour was officially over and with it, the book finally closed on the story of naval shot and shell.

In ConclusionThe small 3-day-long Indian campaign in Goa saw a lot of firsts for South Asia. It marked the first time a South Asian navy used an aircraft carrier, the famous INS Vikrant, in combat operations – regardless of the fact that the carrier and her air wing did not actually see combat. It marked the first use of a jet bomber by a South Asian nation in combat when IAF Canberra bombers struck the airport at Panjim. It marked India’s first amphibious operation – the storming of Anjidiv Fort.

It is fitting then that it should also see the last battle of a bygone era. Perhaps it is poetic as well. You see, NRP Afonso de Albuquerque was named after Afonso de Albuquerque who was a Portuguese general that, in 1510, conquered Goa for the Portuguese crown. The vessel named after the man who conquered Goa struck down on the day that Goa is made free. The world has a funny way of righting itself.

What do you think of the Battle of Mormugao Harbour? Let us know below.

1 I must here mention, coming from a military family, that no war is insignificant no matter how small it is. It has a profound and very long-lasting effect on the people that fight it and the people that are directly affected by it. That being said, the 1961 Indian Annexation/Invasion of Goa was a war that was historically insignificant

– i.e it achieved nothing of historical importance, did not swing the fate of countries or continents, but merely liberated a small Portuguese Colonial enclave.

2 https://laststandonzombieisland.com/tag/afonso-de-albuquerque/

3 https://web.archive.org/web/20150317124204/http://www.areamilitar.net/DIRECTORIO/NAV.aspx?nn=128 ‘Entretanto o Sargento de sinais terá dado ordem para que fosse içada uma bandeira branca, o que foi feito. Mas como na realidade ninguém tinha dado ordem de rendição, a bandeira voltou a ser arriada. A bandeira não foi de qualquer das formas avistada pelos indianos por causa das condições de vento e fumo.’, translated by Google Translate

4 https://web.archive.org/web/20150317124204/http://www.areamilitar.net/DIRECTORIO/NAV.aspx?nn=128 ‘A maioria do pessoal cumpre a ordem de abandonar o navio, enquanto o fogo dos navios indianos continua, a atingir o navio e a área circundante, no claro propósito de atingir os homens que já se encontravam na margem.’, translated by Google Translate

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The Battle of Blair Mountain took place in 1921 in Logan County, West Virginia. It is the largest labor uprising in United States history and the largest armed uprising since the US Civil War. Roy Williams explains.

Miners surrendering to federal soldiers.

Introduction

The history of labor in America is a complex matter in attempting to understand the nature of economics, worker rights, and the conflicting political apparatuses. While the traditional narrative of American labor history relies heavily on an approach that magnifies the importance of urban centers and familiar elements of the industrial revolution, and economic expansion, there are significant aspects of labor history that occurred in rural areas. One such event stands as extremely consequential but largely glossed over by the generalist historical narrative. The Battle of Blair Mountain in Logan County West Virginia stands as the largest labor uprising in United States history as well as the largest armed uprising since the Civil War. From August 25th to September 2nd, 1921, 10,000 coal miners fought 3,000 lawmen and Baldwin Felts detective agency strike breakers only ending when the United States Army arrived to contain the conflict. How did the situation become so dire that 10,000 miners, many of which were veterans of the Great War, take up arms against company management and agents of the law?

Background

As the United Mine Workers Union began to push further south into Mingo County West Virginia, spearheaded by Mother Jones, the prominent union organizer, the management of the mines began to retaliate against workers. Upon the move from 3,000 Mingo County Miners to vote for Unionization, the company began firing and evicting the workers and their families from their company homes with the help of the Baldwin Felts detective agency. While most lawmen were not generally seen as potential allies to the miner’s plight, one individual broke that mold. The Matewan police chief Sid Hatfield rejected the attempts of the Baldwin Felts agents to continue evictions of families and confronted them with a group of deputized miners. Albert Felts of the agency informed Sid Hatfield that he had a warrant for Hatfield which resulted in a shootout and the deaths of 7 Felts agents, 2 miners, and the mayor of Matewan, Cabell Testerman. The event galvanized union support and lionized Sid Hatfield as an icon of resistance against the mining companies.

On August 1st, Hatfield was summoned to McDowell County to stand trial on charges of dynamiting a coal tipple. Travelling with Hatfield was his good friend Ed Chambers and both of their wives. As they ascended the steps to the courthouse, Baldwin Felts detective agents ambushed them opening fire in an extrajudicial killing resulting in the deaths of both Hatfield and his friend Chambers. The news of the killing spread like wildfire to the miners who had come to idolize Hatfield as a champion of their cause. Miners began to take up arms in anger knowing that Hatfield had been ambushed and murdered. At a rally on August 7th, Mother Jones, the prolific union organizer, pleaded with miners not to resort to violence to no avail. The miners began gathering at lens creek mountain in preparation for an assault on Blair Mountain.

The Battle of Blair Mountain

As skirmishes began President Warren G. Harding threatened to send in troops and B1 bombers to quell the insurrection. This threat worked at first by causing miners to return home but would ultimately fail as rumors of Logan County Sheriff Don Chafin attacking pro-union sympathizers and their families spread throughout the mountains. At news of Chafin’s continued acts of violence the miners took up arms again and began their march upon Blair Mountain. While the miners heavily outnumbered the lawmen, they were poorly armed and poorly organized resulting in little tactical gains. Chafin’s men had established superior fortifications and were able to outlast the barrage of Miners until the Army finally arrived. The conflict resulted in an estimated 50-100 miner deaths with nearly 1000 arrests. Nearly 30 lawmen lay dead from the armed revolt. While outwardly the result of the conflict was a massive victory for the coal industry and anti-union forces, the battle and its publicity raised awareness of the plight of coal miners and would ultimately result in major union victories later with the implementation of President Roosevelt’s New Deal.

The Battle of Blair Mountain stands as a particularly unique event in analyzing both class and racial solidarity. While the miners were largely white, there were black and immigrant workers such as Italians involved in the struggle. An interesting parallel between the events of the battle and other events of economic uprising is the reality that certain events supersede racial boundaries and racial protocols. Much like the populist movement and its agrarian focus, which encouraged instances of racial and class solidarity among farmers, the Battle of Blair Mountain stood as a significant example of racial and class solidarity in the face of economic tyranny. The economic situation of the miners and their response to oppression dismantled the racial protocols of the 1920s.

While some scholars attempt to analyze parallels between the plight of West Virginia coal miners within a socialist framework with labor at its center, it is important to explore its inherent complexity. While the miners of West Virginia were certainly exploited and faced heinous conditions, their rebellion was not directed at capitalism as a system itself. Their rebellion stood solely in the direction of their actual oppressors, the mining companies. While other socialist revolutions feature prominent organizers and a large percentage of sympathizers throughout the country, the battle of Blair Mountain stood as a relatively small event in the world of the coal economy. The importance of the battle itself does not rely on a Marxist interpretation attempting to argue the inevitability of socialist revolutions throughout the world but to understand the significance of workers rights, the rule of law, and the commitment to fair and equitable economics without worker exploitation. The miners of West Virginia did not instigate a socialist revolution in the hopes of overthrowing their government and capitalism. Instead, they fought for their existence, their families, and the hope that the system would work fairly for them rather than exploit them in a radically unjust manner.

What do you think of the Battle of Blair Mountain? Let us know below.

Now, read Roy’s article on the Armenian Genocide here and the 1980s Guatemalan genocide here.

Bibliography

https://guides.loc.gov/chronicling-america-blair-mountain

https://appvoices.org/2021/09/02/battle-of-blair-mountain-centennial/

https://www.history.com/news/americas-largest-labor-uprising-the-battle-of-blair-mountain

https://www.zinnedproject.org/news/tdih/blair-mountain-ends/

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World War II’s 1944 Battle of Anzio took place from January to June in Italy. It started following an Allied decision to attack this central part of Italy. William Floyd Jr. explains the background to battle and how it evolved over the first half of 1944.

Sherman tanks at Anzio in 1944.

In early November 1943, Adolf Hitler would sign a formal order stating there would be an “end of withdrawals.” In Italy, this would condemn a million German soldiers to the brutal combat that would soon follow. German Field Marshal Erwin Rommel, Hitler’s favorite general at the time, would leave the Mediterranean Theatre to over see the Atlantic Wall defenses in France for the expected Allied invasion.

Rommel, at the time, would state to a comrade that, “the war is as good as lost and hard times lay ahead.”

The Battle of Anzio was incredibly brutal and would cost thousands of Allied and German lives as well as the lives of Italian civilians. Anzio is a small town on the west coast of Italy on the Tyrrhenian Sea about thirty miles south of Rome. In the early morning hours of January 22, 1944, Allied troops of Fifth Army came ashore along a fifteen-mile stretch of Italian beach near the prewar resort towns of Anzio and Nettuno. The Allied landings could not have been carried out any better. German resistance was so light that British and American forces gained their first day’s objectives by noon, moving three to four miles inland by dark.

The local German commanders were surprised by the landings. They had been assured by their superiors that an amphibious assault would not take place during January or February. Within a week, the Allies would consolidate their positions and achieve a minor breakout from the beachhead. The Germans began to gather troops to eliminate what Hitler would call the “Anzio abscess.” The fighting over the next four months, on the Italian peninsula, would be some of the most savage of the war.

Agreeing the operation

The Anzio operation had been shelved on December 18, 1943, due to the fact that Anzio was too far ahead of the front to guarantee a swift overland hookup with the isolated vulnerable beachhead. However, changes of the command structure in the Mediterranean theatre would soon lead to the operation being revived. General Dwight Eisenhower would relinquish command of Allied forces in the Mediterranean to British General Sir Henry M. Wilson in January 1944. Eisenhower would become Supreme Allied Commander for Operation Overlord, the cross-channel invasion of France. Under Wilson the Anzio plan would be resurrected with the influence of British Prime Minister Winston Churchill playing a large roll. Despite their differences on certain aspects of strategy, both the Americans and the British were united in the hope that Italy, the weaker of the Axis partners, could be forced out of the war.

Anzio was not only within striking distance of Rome, the ultimate prize, but was also within range of Allied aircraft operating out of Naples. One week before the landings at Anzio, the Allied Fifth Army made up of U.S., British, and French units would mount an offensive on the German Gustav defensive position in the area of Cassino and plan to link up with the forces at Anzio for the drive on Rome. In the meantime, Allied forces of the Eighth Army were to break through on the Adriatic front or at least tie down German forces to prevent them from being sent to Anzio.

General Mark Clark had chosen Major General John P. Lucas, U.S. Army Commander of Fifth Army’s VI Corps to lead the Anzio invasion. Lucas’s orders were to divert enemy strength from the south in anticipation of a violent enemy reaction requiring defensive positions. Secondly, he was to move toward the Alban Hills for a link-up with the remainder of Fifth Army on D + 7. Clark became increasingly pessimistic about the British plan and the feasibility of the overall Anzio operation. The notion that the troops landing at Anzio could take and hold the Alban Hills so soon after the landing, as part of the British plan, seemed overly optimistic. Under the circumstances, the best that Clark could tell Lucas was to be flexible, leaving the decision about how far and how fast to move VI Corps up to him.

The landings at Anzio would be protected by Allied air and naval forces. There were approximately 2,600 Allied aircraft available to provide close air support for the invading forces and to destroy enemy airfields and hinder communications. The naval flotilla assigned to support the landings was designated Task Force 81, commanded by U.S. Rear Admiral Frank J. Lowry. The task force was made up of over 250 combat-loaded vessels and amphibious craft of all sizes and descriptions.

The German Forces in the Mediterranean were led by air force officer, Field Marshal Albert Kesselring who had arrived in Rome in December 1941. He had been a founding member of the Luftwaffe prior to receiving the rank of Field Marshal. The exact German reaction to the landing at Anzio was, of course, impossible to predict. The only thing that was known for certain was that the German response would be swift and brutal.

Start of the invasion

The Anzio invasion began at 2:00 A.M. on January 22, 1944, and achieved, General Lucas would recall, one of the most complete surprises in military history. The Germans had already sent their reserves south to counter the Allied attacks on the Garigliano River on January 18, leaving a nine- mile- wide stretch of the Anzio beach defended by a single company. The first waves of Allied troops moved rapidly inland. All VI Corps objectives had been taken by noon as Allied air forces flew 1,200 sorties in and around the beachhead. By midnight over 36,000 troops and 3,200 vehicles, over 90% of the invasion force, was ashore.

Allied units would continue to push over the next few days against scattered but increasing German resistance. Allied forces would capture the town of Aprilia on January 25. The Allied drive created a huge bulge in enemy lines but did not completely breakout of the beachhead. The Third Division commander, Major General Lucian Truscott, on orders from the corps commander, ordered a halt to the offensive which turned into a reorganization of the beachhead forces between January 26 and 29. During this time the materiel buildup would continue despite German air and artillery harassment. During this time the number of Allied troops on the beachhead increased to over 60,000.

In response to the landings, Kesselring would send elements of the 4th Parachute and Hermann Goering Divisions south from the Rome area to defend the roads leading north from the Alban Hills. Hitler would send additional forces from Yugoslavia, France, and Germany. By the end of D-Day thousands of German troops were converging on Anzio, despite delays caused by Allied air attacks. The German commanders were astonished that Allied forces had not taken immediate advantage of the unopposed landings.

General Lucas now planned a two-pronged attack for January 30. One to cut Highway 7 at Cisterna and the second was a move northeast up the Albano Road, break through the Campoleone salient, and exploit the gap by moving to the west and southwest. A link-up with Fifth Army in the south was still believed possible.

Driving forward?

The initial Allied attack on Cisterna would be carried out by Ranger Battalions under Colonel William O. Darby. Unknown to the Americans, their assault was aimed at the center of an area occupied by thirty-six enemy battalions massing for the February 1 counterattack.

The Rangers would get within 800 yards of Cisterna, when the Germans discovered the advancing lightly armed Rangers armed with only grenades and bazookas for anti-tank weapons. They attempted a fighting withdrawal but were mercilessly cut down. Of 767 men in the two battalions, only 6 would survive.

In spite of the disaster involving the Rangers, some progress was made by 3rd Division units against a much stronger enemy. But by nightfall on January 31, the Americans were still a mile from the village. It became apparent that the Americans were not going to capture Cisterna, and that new German units were arriving in the Anzio area. On orders from Clark and Lucas, Truscott was ordered to dig in.

The other prong of the Allied attack resulted in the Allies reaching Campoleone and penetrating the German main line. But the exhausted Allied troops were unable to exploit their success causing their drive to come to a halt, as a German counterattack began on February 3-4 at Campoleone salient. British forces held but were then ordered to retreat a distance of about 2.5 miles. Lucas then ordered Allied troops to form a beachhead defense line which was to be held at all costs. The Germans would continue their attack off and on until February 22. The offensive would be halted by Allied air power, naval gunfire, and artillery. The VI Corps would go over to the offensive and re-take some lost ground.

On February 29 the Germans resumed the offensive directed at the U.S. 3d Division in the Cisterna sector. General Truscott who had replaced General Lucas as VI Corps commander would substantially reinforce his defensive position. The Germans would continue to seek a breakthrough without any success. A final German assault would fail on March 4.

Following the collapse of the German drive, a three-month lull would begin. Both armies would limit their operations to defending the positions they held at the beginning of March. The VI Corps would reorganize and regroup bringing its full strength to 90,000 men in six divisions.

Supply problems at Anzio, originally one of the main concerns of the Allies would never reach a crisis point. LSTs would begin bringing loaded trucks to Anzio every day, fifteen smaller vessels arrived each week, and every ten days four massive Liberty Ships delivered heavy equipment. Between January 22 and June 1, over 531,511 long tons of supplies arrived at Anzio.

Operations in the spring

On May 5 General Clark would give General Truscott orders for a new Allied offensive code-named BUFFALO. Units from Anzio were to cut Highway 6, the main German line of retreat and trap the enemy forces retreating north through the Liri Valley. The operational concept had been dictated to Clark from Alexander, but Clark had little faith in the plan succeeding. Clark felt the British had received too much credit for Allied gains thus far. Clark wanted Fifth Army to have the honor of liberating Rome. He told Truscott to be ready at any moment during the breakout to swing north toward Rome.

On the night of May 11-12, Fifth and Eighth Armies launched their long- awaited attack against the Gustav Line but initially achieved little success. However, the Germans would abandon Monte Cassino after a week of fighting against Polish forces and the French along with US II Corps and would finally succeed in breaking the Gustav Line. The II Corps would move toward the Anzio beachhead against weakening German resistance.

At 0545 on May 23 an artillery barrage opened on the Cisterna front, followed by armor and infantry attacks along the entire line from Cassino to the Mussolini Canal. Although enemy resistance was very stiff, but by evening the Allied forces had breached the main line of resistance. The next day VI Corps forces cut Highway 7 above Cisterna. The town would fall on May 25. On the same day the II and VI Corps would complete their juncture causing the beachhead to cease to exist.

Meanwhile, the breakout in the west was proving very costly to the VI Corps, taking over 4,000 casualties in the first five days of the offensive. In the meantime, elements of Fifth Army joined in the pursuit of German forces falling back on Rome. American forces would liberate the Italian capital on June 4, 1944.

In perspective

The Anzio campaign has always been controversial from the time it was conceived. General Lucas had stated before the landing that he had always considered it a gamble. He maintained that under the circumstances the Anzio forces accomplished all that could have been realistically expected. However, some of Lucas’s critics maintain that a more aggressive commander such as Patton or Truscott could have obtained the goals of the landings with a bold offensive. Yet the campaign did achieve a number of goals including the eventual liberation of Rome.

What do you think of the Battle of Anzio? Let us know below.

Now read William’s article on World War II’s 1943 Trident conference here.

Bibliography

  1. Rick Atkinson, The Day of Battle: The War in Sicily and Italy, 1943-1944 (New York: Henry Holt and Company, 2007).

  2. Martin Blumenson, Anzio: The Gamble That Failed (New York: Cooper Square Press, 2001).

  3. Clayton D. Laurie, Anzio 1944 – United States Army Center of Military History.

  4. John Whiteclay Chambers II, ed, The Oxford Companion to American Military History ( New York: Oxford University Press, 1999).

  5. Correlli Barnett, Hitler’s Generals (New York: Quill/William Morrow, 1989).

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On March 25, 2021, the Modern Greek State celebrated the 200th anniversary of the War of Independence, which ultimately led to its establishment. It is thus an excellent opportunity to reconsider some of the main events of Greek history over these 200 years and how they shaped the character of modern Greece. This article covers the period from 1898 and 1913 and looks at what happed in Crete, the Greek political, and scene, the Balkan Wars, and how ultimately it was a positive period for Greece. Thomas Papageorgiou explains.

You can read part 1 on ‘a bad start’ 1827-1862 here and part 2 on ‘bankruptcy and defeat’ 1863-1897 here.

A lithograph of the Battle of Yenidje/Giannitsa in the First Balkan War.

The story narrated so far for Greece is not unique. (Papageorgiou, History Is Now Magazine, 2021) (Papageorgiou, History is Now Magazine, 2021) By the turn of the 20th century, all modern Balkan countries (Greece, Serbia and Bulgaria) had suffered indebtedness and political instability, and the maneuvering of the great powers restricted their foreign policy options. The governments of all three were committed to schemes of territorial expansion, but the restraining influences of disorganized armies, chaotic public finances and great power pressure inhibited them. Only through cooperation with one another could they realize their expansionist dreams. The cooperation process culminated to the inferno of the first and second Balkan Wars of 1912 and 1913. For the Greeks, these were good wars. (Glenny, 2012)

I. Introduction

Cooperation between the Balkan States was not easy. Under the guiding hand of Bismarck, the Congress of Berlin in 1878 subordinated all interests and demands of the Balkan States to three expanding spheres of interest – Austro-Hungarian, Russian and British. This created confusion and resentment in many parts of the Balkans. Especially Bulgaria was reduced from 176,000 square kilometers, after the Treaty of San Stefano, to just 96,000 square kilometers. Serbia’s westwards expansion was also blocked. Thus, they both turned their expansionist ambitions south to Macedonia, claimed also by Greece.

Things became more complicated when in 1885 Bulgaria, violating the provisions of the Treaty of Berlin, annexed Eastern Rumelia, an integral part of the Ottoman Empire and the Powers accepted the outcome of the Bulgarian intervention. The Serbian king Milan Obrenović knew that the annexation gave Bulgaria an important strategic advantage in the impending struggle for Macedonia. He saw the treaty violation as an opportunity to test his new standing army and attacked Bulgaria but was thoroughly defeated.

With the annexation of Eastern Rumelia, the victory over the Serbs and with Greece bankrupt, distracted by the Cretan Revolt and finally defeated by the Ottomans in 1897, Bulgaria had indeed an important strategic advantage in Macedonia at the eve of the 20th century. Nevertheless, the realization of the Bulgarian threat by the Ottomans and internal divisions among the Bulgarian parastatal organizations which, like in Greece, were coordinating foreign policy led to a significant decrease of the Slavic influence in Macedonia immediately after the suppression of the Ilinden uprising in 1903. (wikipedia, 2021)

Indeed, Greek guerrillas, under the leadership of officers secretly sent by the government in Athens, used the opportunity and swept through western Macedonia restoring the Greek influence in the region. This renewed activity and the retreat of Bulgarian aspirations hastened a change in Serbian policy, too. Serbia would now be fighting for territorial influence not just against the Greeks and Bulgarians, but also against the Ottomans and Albanians. The situation was so complicated that, at various times, the struggle for Macedonia pitted Slav against Slav (Bulgarians against Serbs); Slav against Hellene (Bulgarians against Greeks); Slav against Muslim (Serbs or Bulgarians against Ottomans or Albanians); Hellene against Muslim (Greeks against Turks or Albanians); and Muslim against Muslim (Ottomans against Albanians). The situation calmed after the Young Turks revolution of 1908, which, in its early stages at least, rejected the path of nationalism and created hope for peaceful coexistence among the different ethnicities in Macedonia. (Glenny, 2012)

The successes in Macedonia restored the confidence of the Greek officer’s corps after the debacle in the 1897 war. The army blamed the Crown Prince Constantine for the defeat against the Turks and the politicians for Greece’s chronic lack of preparedness for war. In August 1909 an army conspiracy, the Military League, launched a successful coup d’etat. This did not aim at the overthrow of the monarchy or the establishment of a junta. The officers involved exercised pressure on the new government from behind the scenes to provide for the necessary restructuring of the army and the obliteration of the influence of the palace on it. They also invited Eleftherios Venizelos, a Cretan rebel politician outside the old political establishment to lead the effort. (Glenny, 2012) (Malesis, 2018)

II Eleftherios Venizelos

In Crete

Venizelos was born in Mournies, a part of the city of Chania, in Crete in 1864, the year of the first territorial expansion of modern Greece to the Ionian Islands. His father Kiriakos, a merchant, was involved in the local social and political developments and was often prosecuted by the Turkish authorities during the frequent Cretan revolts. Thus, Venizelos spent part of his early life in exile.

His father was granted amnesty in 1872 and returned to Chania, where he successfully set up his business and provided for the best preparation of Eleftherios as merchant. The latter complied at first, but later managed to convince his father to study law in Athens, where he developed his interest for politics. He also became involved with chieftains and veterans of the island’s revolutions and exiles because of them, who, together with his compatriot students, constituted the core of the Cretan irredentism in the Greek capital. He develops intense activity and soon becomes a leading figure among them.

By the time that Venizelos returned to Chania to practise law in 1887, apart from the respect of the Cretans in Athens, he had the good fame of his father, who died four years earlier, and the help of Kostas Mitsotakis, a local politician and husband of one of his sisters (he had four as well as a younger brother) to rely on for the advancement of his political carrier. He also proved to be an excellent lawyer, which added to his fame and financial comfort.

Thus, it came to no-one’s surprise, when in 1889, he was elected to the Cretan Assembly, a representation body of the semi-autonomous state granted to the island by the Pact of Chalepa in 1878. (wikipedia, 2020) This first tenure did not last long though. A few days after the elections, the old political establishment, proposed the declaration of unification with Greece. Venizelos, as well as the Greek government, immediately realized the dangers of yet another premature revolt and worked to establish a climate of appeasement and moderation. To no avail. The Turks crushed the new revolt and declared martial law. The Pact of Chalepa was no more and Venizelos found himself in Athens once more, this time as an exile.

His exile does not last long. In April 1890 he returns to Chania, after general amnesty was granted, and in December 1891 he marries his wife, Maria. His happiness does not last long though. After the birth of his second son, in November 1894, his wife died. At the same time Crete was going through one of the worst periods of its history. The martial law and Turkish terror were casting a dark shadow over the island. The Cretan reaction comes with another revolt in May 1896. Venizelos feared a repetition of the harsh measures of 1889 and was against it. The international condemnation of the Hamidian massacres (wikipedia, 2021) though and the pressure exercised by the Great Powers to the Sultan did not allow for a similar reaction. Thus, the movement was successful in forcing the sultan to commit himself for the restoration of the privileges of the Pact of Chalepa.

Venizelos was not hesitant to get involved in another revolt though, when the sultan did not honour his commitment. Not only as a politician but also as front-line fighter. This is the crisis that culminated to the Greco-Turkish war of 1897. Although Venizelos was in line with Trikoupis’ approach that foreign policy should be dictated by the national centre and supported unification with Greece, he did not hesitate to disagree with the Greek government after the Greek defeat and opt for the more realistic solution of Cretan autonomy under the condition that the Turkish army withdrew from the island. His insistency and the clumsy handling of the situation by the Turks, with irregulars attacking British forces, resulted not only to Crete’s autonomy, but also to the appointment of the Greek king’s second born prince George as high commissioner.

In December 1898 prince George arrived in Chania. He claimed excessive powers for himself, and Venizelos supported him as a strong executive authority was necessary for the rebuilt of the devastated island. He also served for two years as minister of justice in the cabinet of the prince demonstrating significant legislative work. Cooperation did not last long though. Venizelos believed that the main aim should be full Cretan autonomy and the withdrawal of the Great Powers’ armies from the island, which, in effect, occupied it. Prince George on the other hand was unsuccessfully trying to convince the Powers to accept the unification of the island with the Greek kingdom. When the commissioner used suppressive measures to settle the differences with the politician, Venizelos revolted.

The centre of the revolt was at Therisos, near Chania, where Venizelos and his supporters declared the unification of Crete with Greece on the 11th of March 1905. This was an attempt to turn the tables as any reaction from the prince would be an act against his own diplomacy that far. In any case, it was the reaction of the foreign armies on the island that would decide the outcome of the revolt. Eventually, Venizelos found himself in a tough spot, but, preferring a realistic approach instead of a fight to the end, he managed to exploit the differences between the Great Powers and by mid-summer managed to achieve: amnesty for himself and his supporters, the establishment of Cretan militia and withdrawal of the Powers’ armies from the island, a loan for the Cretan autonomous state, provisions for the settlement of important pending issues with the Turks, revision of the Cretan constitution. The Greek king would have the right to nominate the high commissioner, but his suggestion was subject to the approval of the Powers. King George decided to withdraw his son and substitute him with former prime minister Alexandros Zaimis. The Powers accepted. (Papadakis (Papadis), 2017)

Thus, by 1905 Venizelos had two revolts on his account and a major clash with the royal dynasty and the political establishment supporting it in mainland Greece. No wonder that the officers of the Military League considered him the ideal candidate for the premiership a few years later.

In the Greek political scene

In the elections of the 8th of August 1910 Venizelos was voted member of the Greek parliament for the first time in his career. Contrary to might be expected of him, he did not accept the premiership offered by the Military League. He pointed out that the army officers had committed a serious political mistake: They revolted against the old political establishment and the crown and after gaining control of the situation they trusted the same establishment with the reorganization of the state. Instead, he proposed a compromise: A revision of the constitution of 1864 to introduce the necessary reforms, after which the Military League would dissolve itself. Nevertheless, material provisions of the constitution and especially that concerning the form of government would remain untouched. The crown was safe. Venizelos’ stance served for an improvement of his relations with the palace, especially with king George.

After the king’s invitation to implement the compromise he suggested, Venizelos formed his first government on the 6th of October 1910. But, although the parliament elected in August included 122 independent members, the majority was still with the old parties and Venizelos was not willing to become ‘prisoner’ of this majority. Thus, he convinced the king to dissolve the parliament and call for new elections on the 28th of November. The leaders of the old parties considered this a constitutional coup and decided to abstain from the upcoming elections. As a result, Venizelos’ newly formed Liberal Party won an overwhelming majority of 307 out of 362 seats. 87% of the new MPs were elected for the first time.

The revision of the constitution introduced important novelties such as a new regime for the expropriation of land, the establishment permanence for the civil servants, compulsory and free elementary education and a ban on the election of army officers as members of parliament. The goal was to address chronic problems of the state like the oppression of the landless, clientism and army interventions in politics. Venizelos actually retained the ministry of the army for himself, and significant compromises were made here. He took as his adjutant the pro-royal captain Ioannis Metaxas, the later dictator during the interwar period in the 1930s, and most importantly restored the crown prince Constantine at the head of the army in June 1911. The reason behind these compromises was the avoidance of an internal front as Venizelos’ concern during this period was the country’s foreign policy. (Papadakis (Papadis), 2017) (Mavrogordatos, 2015) Nevertheless, he ensured public support with the elections of March 1912 by winning again with an overwhelming majority against the united opposition this time.

Preparation for war

In February 1912 Bulgaria and Serbia signed a defence agreement and two months later a military pact for common action against the Turks regarding their claims in Macedonia. Venizelos actively pursued Greece’s participation to the alliance but was at first met with reservation from the Bulgarian side. (Malesis, 2018) Nevertheless, the Slavs had no navy and Greece was necessary to restrict the capacity of the Turkish fleet to move freely in the Aegean. (Papadakis (Papadis), 2017) As far as the Greek army was concerned though, after Greece’s defeat in 1897 and considering its financial problems, it was estimated that it counted far below those of the other Balkan States. (Glenny, 2012) Knowing this, Venizelos did not insist on any settlement of the division of the potential territorial gains in Macedonia during the negotiations. Thus, finally Bulgaria felt comfortable to accept Greece in the alliance in May 1912. (Papadakis (Papadis), 2017)

Bulgaria completely underestimated the capacity of the Greek army. The international financial control after 1897 helped tiding up the country’s finances and the surpluses of 1910 and 1911 together with loan take outs in the same period created an abundance of cash for the Greek state at the eve of the war. (Kostis, The Wealth of Greece, The Greek economy from the Balkan Wars till this day, 2018) Actually, the reorganization effort started in 1904 already with the establishment of the National Defence Fund by the government of George Theotokis. From 1904 till 1912 214 million drachmas were spent on armaments of which 50% during the last two years, when Venizelos came to power. For comparison, the national GDP in 1910-11 was 282.28 drachmas per capita (Kostis, History’s Spoiled Children, The Formation of the Modern Greek State, 2018) , whereas the legendary armoured cruiser Averof (Carr, 2014) cost 24 million drachmas. Venizelos also materialized the decision of Stefanos Dragoumis’ government in 1910 to invite, following a demand of the Military League, French and British officers to undertake the training of the army and navy. The French mission under general Eydoux arrived in January and the English mission under admiral Tufnell in May 1911.

During this preparation period Venizelos faced the opposition’s criticism that once again preferred the old ‘wait and see’ tactic determined by public opinion and possible political cost. The palace and general staff were also not pleased with the invitation of the Anglo-French military missions as the crown prince and his officers were trained in Germany and admired the Prussian military tradition. Nevertheless, Venizelos was determined to pursue an active participation to the upcoming war and did not hesitate, against the public opinion, to refuse the admission of Cretan representatives to the Greek parliament in May 1912 that might have triggered a reaction form the Great Powers (and the Turks) that at this point were split regarding their policies in the region and could not undertake coordinated action to prevent the war. (Papadakis (Papadis), 2017) (Mavrogordatos, 2015)

The Balkan Wars

The Balkan Wars commenced on the 8th of October 1912, when tiny Montenegro, the fourth member of the Balkan alliance, declared war on the Ottoman Empire. Five days later an ultimatum issued by Bulgaria, Greece and Serbia was delivered to the Turks, demanding such an extensive number of reforms in favour of the Christian populations of the empire that could not be accepted. Their declaration of war followed on the 17th of October. (Papadakis (Papadis), 2017) Military operations lasted only 10 weeks, but the numbers of combatants involved were huge. The Bulgarians mobilized a full 25% of their male population, just under 500,000 men. (Glenny, 2012) The Greeks and Serbs fielded about 200,000 men each and this at a time when their population was less than 3 million. (Malesis, 2018) The Turks were about 350,000. 200,000 combatants, excluding civilians, were killed. The vast massacres of the soon to come First World War relegated the social and economic impact of the Balkan Wars to the penny place. But those who witnessed or participated in them were given a unique insight into what the 20thcentury had in store for the world. (Glenny, 2012)

During the first phase of the war (First Balkan War) the Turks had just come out of a war with Italy and were obliged to fight in four different fronts: against the Bulgarians in Thrace; against the Bulgarians, Serbs and Greeks in Macedonia; against the Serbs and Montenegrins in northern Albania (I refer to modern Albania, as this state did not exist at the time of the Balkan Wars) and Kosovo; and against the Greeks in Epirus. (Glenny, 2012) The Greek army made significant gains in southern Epirus, setting the city of Ioannina under siege, and in western and central Macedonia, taking Thessaloniki, after winning the race to the city over the Bulgarians. The Greek navy was proved predominant in the Aegean by blocking the naval transport of Turkish troops from Asia Minor to the different fronts and freed all occupied islands. At the same time the rest of the Balkan Allies neutralized almost every pocket of resistance in Europe stopping only 40 km from Constantinople. Thus, soon the Turks reached for an armistice which was signed with the Bulgarians, Serbs and Montenegrins in December. The Greeks retained a state of war as Ioannina was still under siege and they also needed to continue controlling the movements of the Turkish fleet in the Aegean. (Klapsis, 2019)

At the conference of London, in December 1912, the Great Powers tried to regain the initiative in the Balkans with their ambassadors discussing separately from those of the war parts. Nevertheless, Sofia, Athens and Belgrade were no longer prepared to bow to the strategic requirements of the Great Powers. (Glenny, 2012) Furthermore, the Treaty of London, signed in May 1913, although it confirmed the drastic reduction of the Turkish possessions in Europe, contained no specific provisions for the definition of the new borders in the Balkans, especially in Macedonia. The incorporation of a new Albanian state complicated things even more.(Klapsis, 2019) It was time for the Balkan states to settle the differences among themselves.

Meanwhile, Greece, still in a state of war with the Turks, had taken Ioannina and advanced into northern Epirus, before the Treaty of London was signed. Bulgaria, overemphasizing the contribution of its army during the hostilities, was by no means willing to accept any conventional ratification of the status quo after the First Balkan War. (Klapsis, 2019) Realizing the danger, Venizelos turned to Serbia for the formation of a common front against their former ally. The Serbs accepted but demanded that the Greco - Serbian Defensive Treaty includes also mutual support in the case of an Austrian attack against Serbia now that the latter’s ambition on the Adriatic were restricted by the Italo – Austrian push for an Albanian state in the region. Although the Germanophile crown prince Constantine was against this development, later to play a crucial role for the Greek participation to the First World War, the Treaty was signed on the 1st of June 1913. (Papadakis (Papadis), 2017)

The Second Balkan War commenced in mid-June with a sudden Bulgarian attack against Greece and Serbia. After few initial successes, the Bulgarian army was thoroughly defeated by the combined armies of Greece and Serbia (supported also by the Montenegrins). Taking advantage of the situation Romania also entered the war occupying Dobruja in northern Bulgaria. The Turks also retook Adrianople from the Bulgarians. The final settlement took place on Balkan ground with the Peace Treaty of Bucharest in August 1913. For Greece the result was astonishing. The gains in Epirus, west and central Macedonia were supplemented by eastern Macedonia till the port city Kavala. In Bucharest, Crete was also finally ceded to Greece that occupied also the islands of north - eastern Aegean, although their fate was to be decided by the Powers at a later point. Within a year the frightened and despised Greece of the past doubled its territory (from 63,211 to 120,308 square kilometres) whereas its population increased by 80% (from 2.6 to 4.7 million people). (Papadakis (Papadis), 2017)

III Conclusion

Greece’s expansion before 1912 was rather coincidental. The Ionian islands came as a ‘dowry’ to the new king George in 1864. The annexation of Thessaly was also the result of serendipitous international relations in 1881. It was actually lost to Turkey after the defeat of 1897 and was luckily granted back to Greece, together with the right to appoint the high commissioner in Crete, because of the power play between the Great Powers that the Greek government could barely influence.

At the beginning of the 20th century things were different. Greece was actively pursuing international alliances. It did not hesitate to change sides when the national interest and not have public opinion dictating it. It capitalized on the painful cumulative growth it had experienced since its establishment and combining military action with diplomacy achieved its greatest triumph to this day. As it was noted ‘For the first time since the fall of Constantinople in 1453 Greece was fighting and winning without patrons’. (Kostis, History’s Spoiled Children, The Formation of the Modern Greek State, 2018) (Mavrogordatos, 2015) (Papadakis (Papadis), 2017)

Nevertheless, despite Venizelos’ criticism to the Military League that it tried to push reform using the old establishment, he worked with the same establishment. It was probably necessary in view of the imminent developments and the need for internal peace. By restoring the crown prince at the head of the army and pro-royal officers at the general staff though, he revived a power system that the Military League meant to neutralize. Already during the Balkan wars there was significant friction between the politician and the commander in chief regarding the appropriate strategy. The disagreement for the race to Thessaloniki in 1912 (supported by Venizelos) against an advance to Monastir (supported by Constantine) or that on signing the agreement with the Serbs, before the Second Balkan War, are typical examples. King George, who, within a few months, tasted all the joy that was deprived of him during the humiliations of the past, was able to mediate successfully between the two. But in March 1913 he was murdered in Thessaloniki by a paranoid person, according to the official version. It has been commented though that the murder came in handy for the ‘German factor’. (Papadakis (Papadis), 2017) Constantine was now not only at the head of the army but at the head of the state, too.

In short, this was undoubtedly a triumphant period for Greece. But the seeds for another catastrophe to come had also been planted.

What do you think of these years in the Modern Greek State? Let us know below.

References Carr, J. (2014). R.H.N.S. Averof, Thunder in the Aegean. Barnsley South Yorkshire: Pen & Sword Maritime.

Glenny, M. (2012). The Balkans 1804-2012, Nationalism, War and the Great Powers. New York: Penguin Books.

Klapsis, A. (2019). Politics and Diplomacy of the Greek National Completion 1821-1923. Athens: Pedio (in Greek).

Kostis, K. (2018). History’s Spoiled Children, The Formation of the Modern Greek State. London: Hurst & Company.

Kostis, K. (2018). The Wealth of Greece, The Greek economy from the Balkan Wars till this day. Athens: Patakis (in Greek).

Malesis, D. (2018). '... let the Revolution Begin' Great Idea & the Army in the 19th Century. Athens: Asinis (in Greek).

Mavrogordatos, G. (2015). 1915 The National Schism. Athens: Patakis (in Greek).

Papadakis (Papadis), N. E. (2017). Eleftherios Venizelos. Chania - Athens: National Research Foundation ''Eleftherios Venizelos'' - Estia Bookstore (in Greek).

Papageorgiou, T. P. (2021, September 5). History is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2021/9/5/the-modern-greek-state-18631897-bankruptcy-amp-defeat#.YVH7FX1RVPY

Papageorgiou, T. P. (2021, May 16). History Is Now Magazine. Retrieved from http://www.historyisnowmagazine.com/blog/2021/5/16/the-modern-greek-state-1827-1862-a-bad-start#.YLe-yqFRVPY

Wikipedia. (2020). Retrieved from https://en.wikipedia.org/wiki/Pact_of_Halepa

Wikipedia. (2021). Retrieved from https://en.wikipedia.org/wiki/Ilinden%E2%80%93Preobrazhenie_Uprising

Wikipedia. (2021). Retrieved from https://en.wikipedia.org/wiki/Hamidian_massacres

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The 9/11 terror attacks led to many consequences for America and the world. Here, David Huff returns and looks at how those events unfolded, and their implications with the perspective of the past two decades.

US troops fighting in Baghdad, Iraq in 2007. Source: Sean A. Foley, U.S. Army, available here.

Overview

The September 11, 2001 attacks on New York City and the Pentagon should not have surprised leading officials in the United States Government. Although former president George W. Bush and many of the colleagues were aware of al-Qaeda's nefarious deeds (i.e. the attack on the U.S. Cole on October 12, 2000), it is my contention that the Bush Administration had an ulterior motive when George W. Bush assumed office on January 20, 2001.Their primary goal was to remove Saddam Hussein from power in Iraq in order to provide the United States with greater leverage in its dealings with Saudi Arabia (i.e. the Saudi Royal Family) and Iran. The installation of a more compliant power broker in Iraq would also provide multi-national corporations, especially oil companies, with a lucrative investment opportunity in that country. Although other underlying considerations may have played a factor in the administration's decision to remove Saddam Hussein from power, I never believed the publicly-stated reasons for going to war in March 2003 had to do with Hussein's alleged involvement in the 9/11 attacks or his supposed acquisition of material to build a nuclear weapon.

The Iraq Debacle

In addition, as the decades have transpired, Iraq’s troubles have deepened as a result of deep structural problems that have combined together over decades of war and political crises – with factors like extreme population growth, high-urbanization, a breakdown of traditional economic structures, acute over-employment in unproductive state industries, growing water and climate issues, and the equivalent of a divided government by those who seek primarily status and personal gain at the expense of the people which, in turn, claims a far too large share of the nation’s oil wealth. To that end, in 2006, Iraq's conflict evolved into a civil war, fought among three factions: Sunni insurgents, including Islamist extremists and former Saddam loyalists; Shia militias, a number of them rogue members of state security forces; and the US-led military occupation. As a result, the country collapsed into sectarian violence as the various factions fought for power and control, not equalitarian self-government.

Furthermore, the Bush Administration's officials were naive about September 11, 2001. It is the height of bravado to conclude that the United States could transform a very ancient civilization like Iraq that in 2003 did not have the democratic foundations required to attain a flourishing and successful democracy. That the administration's leaders could not comprehend that al-Qaeda had the capability of executing such a major operation seems to me they had not done their homework on the overall scope and power of al-Qaeda. In fact, during President Clinton's meeting with President-Elect George W. Bush after the 2000 election, Clinton told Bush about al-Qaeda's growing threat in the arena of global terrorism (please see reference below).

September 11, 2001 and Iraq in Historical Perspective

In addition, I find most telling that the Bush administration's response to 9/11 undermined the principles and values America has always stood for in the world. As an astute observer of history, their response was a continuation of the undermining of many of the core principles and values that this country has always celebrated. We didn't get "off-track" under Bush, but it seems during the decades of the 1960s and 1970s, due to events including the Kennedy assassination in Dallas on November 22, 1963, the Vietnam War, the assassinations of Martin Luther King and Robert F. Kennedy in 1968, and the Watergate scandal. Due to the lingering questions that remain unresolved in these tragedies, the American people lost their faith in government and the government earned that loss of faith. I think perhaps the second is more important when the government justifies a loss of faith - it is a deep subversion of the American democratic system. Although this contention might seem a bit different, it is interesting to note that when people become cynical toward their institutions, it leaves the door open to politicians, whether on the left or the right, who are willing to exploit circumstances and situations to achieve their own political ends.

These issues strike at the very heart of the American nation. In essence, they remind us that a free and democratic society must grapple with complex and painful political and social upheavals that challenge our conventional accounting of how we perceive our country. It is paramount that we unite as a people to combat the internal divisions as well as the cynicism that has eaten away at the fabric of our society. In order to survive as a civilization, we will have to restore our faith in our political and social institutions, provide adequate health care for all Americans and create an educational system that enables our children, who are our future, to learn and flourish. I am convinced that our civilization really needs strong, smart and courageous people who are willing to step forward to do whatever it takes to make our country a stronger and better place. All of that can be accomplished by enlightened political and moral leadership, congressional bipartisanship and the self-discipline and sacrifice of the American people.

Finally, a hallmark of a civilized society is that it protects its heritage. In short, a remembrance of things past provides an understanding of where we came from and who we are as a civilization. However, we seem to be faced with a perversion of our American heritage.

What do you think of the article? Let us know below.

Now read David’s article on Jackie Kennedy’s influence on the arts here.

References

https://www.irishtimes.com/news/clinton-says-he-warned-bush-on-bin-laden-1.504928

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Charles de Gaulle’s impact on French history and the world history cannot denied. However, de Gaulle had his detractors and supporters on both ends of the political aisles. During World War II his actions often strained his relationships with the other Allied Powers. His actions and decisions during the Algerian War of Independence left polarizing legacies that are felt to this day. Lastly de Gaulle’s actions in 1967 in Canada would nearly lead to its dissolution. Charles de Gaulle was the epitome of the Volte-Face or two faced leader of Europe.

Daniel Boustead explains.

French President Charles de Gaulle with US President John F. Kennedy in 1961.

World War II

In World War II, Charles de Gaulle started to show his divisive ways by undermining the Allied political and military leadership. On one hand de Gaulle (after fleeing France after the 1940 German invasion) portrayed himself as the embodiment of the French nation, a modern-day male Joan of Arc who would lead the fight against the Nazis and their Vichy hirelings and thus restore France to its rightful place and greatness ([1]). On the other hand according to French historian Francois Kersody, de Gaulle seemed to be permanently involved in a two-front war: “a public war against Vichy and the Germans, and a private war against the British Admiralty, the British Air Ministry, the British War Office, the British Intelligence Service, the British Foreign Office, the British Prime Minister, the U.S. State Department, and the President of the United States”. The British and the Americans viewed de Gaulle as a useful ally but also as a source of much consternation because of his prima donna behavior, incredible ego, and arrogance. On June 18, 1940, during a radio broadcast, de Gaulle gave the French people hope and issued an appeal to French servicemen to fight against the Nazis. However, his sense of ego, arrogance, and vain glory would always come to the forefront. After the Allied Landings in North Africa in 1942 to 1943, he was particularly worried that Great Britain would take over France’s colonial role in the Levant. Once, when asked for his opinion about Charles de Gaulle, the British Prime Minister Winston Churchill mused: “If I regard de Gaulle as a great man? He is selfish, he is arrogant, he believes he is the center of the world. He… You are quite right. He is a great man” (1). In May 1943 when de Gaulle (before departing London) to set up his headquarters in Algiers de Gaulle said goodbye to the British Foreign Secretary Anthony Eden. Eden asked, “Do you know you have given us more difficulty than all our European Allies?” to which de Gaulle answered “I have no doubt of it. France is a great power.”(1) Once when Winston Churchill blamed de Gaulle right in front of him for his stubbornness, de Gaulle replied in a moment of naked candor “I am too poor to bow” (1). De Gaulle could not afford to compromise, as he did not have anything to compromise with. This stubbornness (according to author Jonathan Fenby) was “bordering on the irrational”(1).

American President Franklin Delano Roosevelt saw Charles de Gaulle as a dictator type saying, “There is no man in which I have less confidence”(1). In fact, FDR wanted to replace de Gaulle as leader of the Free French with General Henri Giraud, but Giraud was politically inept and lacked popular support. So, as a result of this the Anglo-Americans were stuck with de Gaulle. After the June 6, 1944, D-Day Normandy invasion FDR had wanted to place France under military administration, but typically de Gaulle presented the Allies with a fait accompli by immediately setting up his own administration in Baujeau. In August 1944 when the French Resistance engaged in an insurrection which forced General Dwight David Eisenhower to liberate the city rather than bypass it, General de Gaulle ordered French General Leclerc to rush his tanks to Paris, making it look like the French had liberated themselves. To the Allies he was both a useful ally and a prima donna and who was also difficult as a partner.

Algerian War of Independence

The Algerian War of Independence from 1954 to 1962 would not only bring Charles de Gaulle back into political and military power but also into controversy over his actions. On May 30, 1958, Charles de Gaulle agreed to form a government and then on June 1, 1958, he presented himself to the National Assembly of France as Prime Minister ([2]). On June 4, 1958, de Gaulle visited Algeria and General Raoul Salan introduced him by saying “Our Great cry of joy and hope has been heard”, which was followed by a loud cheering for de Gaulle for three minutes ([3]). However, it was as de Gaulle was giving this speech at the Government General building in Algiers Algeria, there was an apartment building in which an unrepentant Petainist member belonging to the French Army’s splinter group of Ultras, had a rifle with a telescopic sight ready to kill de Gaulle (3). The reason this man wanted to kill de Gaulle was that he believed (along with his splinter group) that de Gaulle was going to abandon Algeria. This was the first of some 30 assassination attempts on de Gaulle’s life. This first one failed because the assassin listened to the rest of de Gaulle’s speech and abandoned his attempt to kill him.

In time de Gaulle would create many enemies over his Algeria policies. In October 1958 he told General Massu and other army officers in the Committee of Public Safety to withdraw from the organization (which was subsequently stood down altogether) ([4]). De Gaulle also issued an order to General Raoul Salan in October 1958 that said, “The moment has come when the military must cease to take any part in any organization with a political character”(4). This order enraged the “ultras” in the military, but it was followed anyway. In a devastating blow in December 1958, a one -time de Gaulle supporter General Raoul Salan (who was Commander in Chief of the French Army in Algeria and de facto civil governor of Algeria) was sent into a “gilded retreat” as a military governor of Paris by order of de Gaulle. Salan viewed the appointment as an insult.

On January 8, 1959, he became the first President of the Fifth French Republic ([5]). In September 1959 de Gaulle made an announcement in support of Algerian “self determination”. De Gaulle also made three speeches that were in favor of Algerian independence in lead up to the January 8, 1961 successful referendum offering Algerians several options, including self government. On April, 20 1961 there was a failed French Army General Putsch against de Gaulle’s Pro-Algerian independence policies that lasted until April 27, 1961 ([6]). From September 5, 1961, de Gaulle announced that his negotiations with the Algerian FLN Resistance group would no longer insist on maintaining French sovereignty over the Sahara. De Gaulle officially explained his actions towards Algeria in terms of the “inevitability” of independence, and as part of “the process of decolonization”. Furthermore, de Gaulle simply did not believe Algerian Muslim people were French (5). As de Gaulle exclaimed to French General Marie-Paul Allard in 1959, “You cannot possibly consider that one day an Arab, a Muslim, could be the equal of a Frenchman” (5). On July 3, 1962, Algeria declared its independence from France ([7]). The consequence of Algeria’s independence was that France assimilated one million Pied Noirs (Black Feet), the European settlers and Jewish people who once lived in Algeria ([8]). To Algerian Muslims, de Gaulle caved into their demands for independence, while some segments of the Pied Noirs viewed de Gaulle as a traitor for giving up Algeria.

Canada

Charles de Gaulle’s actions in Canada would lead to subsequent events that almost split up Canada. On July 24, 1967, de Gaulle visited Montreal, Quebec and stood on the balcony of Montreal City Hall and shouted during a speech “Vive le Quebec libre” or “Long Live Free Quebec” to a crowd bellow (9). The result of the speech gave an international voice to Quebec’s burgeoning sovereigntist or separatist movement and caused a diplomatic incident. In the immediate aftermath of de Gaulle’s speech Canadian Prime Minister Lester B. Pearson criticized de Gaulle’s speech saying de Gaulle’s “statements were unacceptable to the Canadian people” (9). After he gave the legendary speech he skipped his planned events in Ottawa, Canada and returned to France early. Relations between Canada and France remained touchy for years.

One prominent Quebec separatist who was directly impacted by de Gaulle’s speech was Rene Levesque, who was then a high-ranking Liberal member of Quebec’s National Assembly. Levesque wrote a letter to then ex- Quebec Premier Jean Lesage not long after de Gaulle ‘s visit and said de Gaulle’s message had provided a “formidable injection of pride”, “the best occasion we’ve ever had to break our isolation”(9). Rene Levesque then founded the Pro-Sovereigntist political party Parti Quebecois or PQ in November 1967. Rene Levesque vaulted the PQ to power in 1976, winning 71 seats out of the 110 seats in the Quebec parliament.

Since then, there have been two referendums in Quebec, with the second putting Canada on the brink of breaking up. In 1980 there was referendum in Quebec, in which 59% voted to remain part of Canada(10). The Second Referendum in Quebec was held in 1995 in which 50% voted to remain in Canada and 49% voted to choose to follow a secessionist path (10). The impact of de Gaulle’s words that fateful 1967 speech still lingers in Quebec’s society (9). To the Quebecois Separatist Secessionist Sovereigntists, Charles de Gaulle is a hero who continues to inspire their ideals of an Independent Quebec, while to other Canadians, especially English-speaking Canadians, de Gaulle is a separatist instigator with no diplomatic tact who almost destroyed their country.

Conclusion

Charles de Gaulle’s impact on the 20th and even 21st centuries was important. He provided decisive leadership to the French people during World War II, while managing to also butt heads with other Allied leaders. His decisions during the Algerian War resulted in the Algerian people’s demands for independence being realized. At the same he uprooted and alienated some segments of the Pied Noir population of Algeria. In Canada he is beloved by Quebecois separatist secessionists while other Canadians despise him because he wanted to rip apart their country. Charles de Gaulle left a truly polarizing legacy.

What do you think of Charles de Gaulle? Let us know below. And find out more about him here.

Now, you can read World War II history from Daniel: “Did World War Two Japanese Kamikaze Attacks have more Impact than Nazi V-2 Rockets?” here, “Japanese attacks on the USA in World War II” here, and “Was the Italian Military in World War 2 Really that Bad?” here.

[1] Bering, Henrik. “The Audacity of de Gaulle”. Policy Review of the Hoover Institution of Stanford University (February 1st, 2013): . Accessed on November 7th, 2021. https://www.hoover.org/research/audacity-de-gaulle .

[2] Horne, Alistair. A Savage War of Peace: Algeria 1954-1962: With a New Preface. New York: New York. New York Review Books. 2006. 298.

[3] Horne, Alistair. A Savage War of Peace: Algeria 1954-1962: With a New Preface. New York: New York. New York Review Books. 2006. 301.

[4] Horne, Alistair. A Savage War of Peace: Algeria 1954-1962: With a New Preface. New York: New York. New York Review Books. 2006. 309.

[5] Shepard, Todd. The Invention of Decolonization: The Algerian War and The Remaking of France. Ithaca: New York. Cornell University Press. 2006. 74 to 75.

[6] Horne, Alistair. A Savage War of Peace: Algeria 1954-1962: With a New Preface. New York: New York. New York Review Books. 2006. 448 to 460.

[7] Shepard, Todd. The Invention of Decolonization: The Algerian War and The Remaking of France. Ithaca: New York. Cornell University Press. 2006. 1.

[8] Horne, Alistair. A Savage War of Peace: Algeria 1954-1962:With a New Preface. New York: New York. New York Review Books. 2006. 549.

9 Bellemare, Andrea. CBC News . Last Posted or Modified or Updated on July 24th, 2017. Accessed on November 7th,2021. https://www.cbc.ca/news/canada/montreal/charles-de-gaulle-speech-50th-anniversary-1.4218130

10 Bryant, Nick. “Neverendum referendum: Voting on independence, Quebec-style”. Last Updated or Modified on September 8th, 2014. BBC News . Accessed on November 10th, 2021. https://www.bbc.com/news/magzine-29077213 .

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Francisco Solano Lopez was president of Paraguay from 1862 to 1870. He led the country during one of the most devastating defeats in all history – the War of the Triple Alliance. Here, Erick Redington concludes this fascinating series by looking at how a Brazilian leader managed to take Humaita and the capital, Asuncion – and how Marshall Lopez continued to resist even after these captures.

If you missed it you can read part 1 on the early life of Francisco Solano Lopez here, part 2 on the start of the War of the Triple Alliance here, and part 3 on devastating battles for both sides here.

The 1868 Battle of Avay.

Marshal Lopez knew about all the changes in the Allied high command. He was kept informed through an intelligence network of spies and sympathizers. The changes could only have been encouraging. With Mitre gone, and Argentina facing internal dissention and rebellion, their contribution to the war would be diminished at worst, and eliminated at best. Flores' term ending, and then assassination, meant that Uruguay would have another round of internal problems, which could only work to the Marshal's favor. Then the elephant in the room, Brazil. The new commander was probably just some other decadent Brazilian noble with a fancy title, but no match for the Marshal's military genius.

There were reasons for the Marshal to be confident. Sure his armies were ill equipped, ill fed, and his country was significantly outweighed. But these facts had been true from the start. Yet, despite all this, he had survived. Paraguay had survived. The strategy of making the Allies pay for every step, letting the terrain and disease take their tolls, seemed to be working. The Allies were barely into Paraguay. Tens of thousands had been killed or invalided out. The Argentines and Uruguayans were seemingly withdrawing from the war. There had been no uprising against his rule. The nascent Paraguayan Legion, full of his opponents, was stymied. For the Marshal, all that seemed necessary was just a little more exertion, if the Paraguayan people could give just a little more, then a peace he could live with could finally be achieved.

For Lopez, the seeming successes (or non-failure depending on your perspective) were further convincing him of his own correctness, and the baseness of his opponents. He had done this himself. The American minister to Paraguay once wrote that the Marshal had many flatterers, but no advisors. The Marshal had stymied the Allies, and this led to a further inflated ego. Other issues began to rear their heads. Lopez did not share in the privations of his soldiers. He was a known gourmand, and would eat enormous amounts of food, even specialty cakes that would have been unthinkable for anyone not in the Marshal's immediate family. Worse, Lopez would drink large amounts of alcohol. Prior to modern sanitary methods, drinking alcohol did not carry the risks of disease, such as dysentery, that drinking unclean water did. However, Lopez's consumption of alcohol grew over the years of the war, and when he drank too much, he was known to lash out at those around him angrily. These scenes of anger would not bode well for the future.

When the Marquis de Caxias took command, he trained, organized and equipped his forces. As a veteran of every war of the Empire, he knew the importance of morale and logistics, and was determined to avoid the mistakes of his predecessors. Whereas the Marshal had assumed that Caxias was going to be another dull Brazilian nobleman, it was Caxias who would rebuild the Brazilian forces, and use the newfound unity of command to wield the Allied army and navy as one instrument for the destruction of Marshal Lopez.

Humaitá Falls

By July 1867, Caxias was ready to move the Allied Army. President Mitre had made some rumblings about wanting to return to the army to reassume command, and Caxias had to move fast to maintain his operational control. The goal was Humaitá. The Marshal had used the months of inactivity to strengthen the Gibraltar of South America. One element that the Marshal had not counted on was the advancements in naval technology of the previous decade. When Humaitá was originally built by Carlos Antonio Lopez, naval vessels were still primarily made of wood, and steam propulsion was new. The bend in the river would slow ships and the guns of the fort would bring their destruction. With ironclad warships becoming more common, even in South America, the position Humaitá was in was not as impregnable as it had been.

Utilizing terrain and slowing down the Allies, the Marshal wanted to make his enemies bleed for every foot of Paraguayan ground they stepped on. Caxias was willing to accept casualties in order to encircle the Paraguayan fortress. Being outnumbered almost 2-1, however, limited the Marshal's options and he could not afford a pitched battle. For the Marquis, a pitched battle was what he wanted. He was simply unable to achieve it at this stage. Lopez knew his numbers were low, and he had limited prospects of getting more men. Pre-teen boys and old men were being conscripted into the Paraguayan army. These young men would prove some of the Marshal's most devoted followers. The use of child soldiers would be one of the biggest stains on the Marshal's record and is one of the greatest controversies of the war. For the Paraguayans, they felt they had no alternative. According to the Marshal's propaganda, the Allies were going to partition the country and the Brazilians were going to enslave them. These were motivations to get families to freely give up their children for service. And besides, these children would be under the command of the brilliant Marshal Lopez, who would ensure their safety.

The Marquis would order a wide flanking maneuver to surround the fortress, then when close positions were attained, begin land and naval bombardments. If the Paraguayans would not evacuate, Humaitá would be besieged and the Paraguayan army trapped inside, hopefully with the Marshal as well. Mostly, this is what happened. However, due to the terrain, it was impossible to completely surround Humaitá as closely as the Marquis would have liked. Despite this the Allied army was able to take up positions facing Humaitá, and the siege was on. The defense of this place had been built up in the minds of both sides that immediate evacuation by the Marshal was impossible. For both sides, it was the focus of the war. As long as it held out, there was still hope for the Paraguayans. If it fell, the Allies hoped they would have an open road to Asunción.

As has been seen, Marshal Lopez was not one to sit and wait for anything to happen to him. He would make attacks during the siege, and at times put the Allies back on their heels. Active defense seemed to be the tactic Marshal Lopez excelled at. But his army was also starving. A larger proportion of his solders everyday was made up of children and old men. Weapons were outdated. Ammunition and powder were short. It was amazing the Paraguayans held on as long as they did. But the Marshal could feel the squeeze he was being put under. Slowly, steadily, month after month, the Allies strangled the Paraguayans. The Brazilians showed early in the siege that their ironclads were able to run the guns of the fortress and make it up river, virtually defeating the purpose of the fortress at that location. With the fleet now able to go upriver and shell Paraguayan positions, Humaitá slowly became untenable. Small-scale counter attacks would not be enough. The Allies inexorably closed in. But no matter how many counter attacks, ambushes, and disruptions to the Allied supply line the Marshal made, he could not shake the grip that Caxias had on Humaitá. It became a matter of time.

Marshal Lopez was not a man to sacrifice himself in the last ditch defense of the fortress. Nor would he allow himself to be captured by his enemies while there were still Paraguayan soldiers left to carry on. Leaving a small force to man the fort and maintain a semblance of their presence, the Marshal ordered his troops to retreat further north. The Marquis was prepared to assault the fortress that for so long had frustrated Allied designs. When the Allies were prepared for the final assault, negotiations began for surrender. Over 1,200 Paraguayan troops surrendered. These men were starving and sick. Their commander, Colonel Martinez, was so starved, by one report his skin had begun to turn yellow. Despite this, surrender by the Paraguayans up until this moment had been unthinkable. To the Allies, the Paraguayans were unthinking automatons in the service of a brutal dictator. Seeing the walking corpses come out of the fort that day reinforced their belief.

Things Fall Apart

For the Marshal, surrender had been unthinkable. He had only left orders for the evacuation of the sick and wounded, not understanding this meant the whole garrison. Although he had held out for longer than anyone had the right to expect, with the fortress gone, he now began to worry about the safety of his capital. Retreat north was a necessity. The Marquis, however, was not willing to rest on his laurels and savor the triumph. Further naval probes were ordered. The advance would continue.

Before confronting his enemies in front of him, Lopez confronted his perceived enemies behind him. This would be the start of one of the greatest black marks against the Marshal’s character. Paraguay was an authoritarian state, and the Marshal was used to instant obedience. It seems that when his orders had been disobeyed and Humaitá surrendered, Lopez began to delude himself with the idea that there was a massive conspiracy against him personally. Massive numbers of arrests were made. Everyone from foreign travelers to government officials were arrested and subject to extreme forms of torture to extract confessions. Priests were used as informants and the confessional was no longer sacred. Families would inform on each other. Even the Marshal’s family was not immune. His brother would be arrested, and his mother would be tortured for the sin of telling him that he was born out of wedlock. Plots to overthrow the Marshal or to surrender to the Allies were allegedly everywhere. Historians have debated whether any of this conspiracy mongering was based in fact, but there is very little evidence. One result did come about. If no one was willing to challenge the Marshal before, now there was no one left in government or the inner circle who would even think of telling the Marshal the truth about the situation again.

Lopez looked for a defensible position from which to stymie the Allied advance. He settled on the banks of the Piquissiri River south of Asunción. It was here the Marquis would show himself a superior general to the Marshal. Caxias would cross the river, enter the terrible terrain of the Gran Chaco and flank the Paraguayan army. Then he could take the Marshal from behind and destroy him before he could retreat further north. This is exactly what happened. At the Battle of Avay, much of the remaining Paraguayan army was destroyed. With this, there was nothing stopping the Marquis from taking the Paraguayan capital, which was done on New Year’s Day 1869.

The Fall

Although the Allies hoped that taking the Paraguayan capital would end the war, that would not be signaled until the Marshal was removed from the board. Ever the survivor, Lopez fled north into the wilderness and the mountains. He would take whatever boys and old men were left, form a new army, and fight a guerilla war against the Allies and their newest ally, the Paraguayan Provisional government. This group was set up by the Allies to govern the country. For Lopez, this group of men was even worse than Brazilians, they were traitors. Many Paraguayans would see them the same way. The war would continue.

For over a year, the Marshal would fight his guerilla war. The Marquis de Caxias would leave the war zone, to be replaced by the Emperor’s son-in-law, the Comte d’Eu. There were more battles, but the primary result was more needless suffering by the Paraguayan people. The battles of the last year of the war would see whole villages burned to the ground and brutal reprisals and counter reprisals by both sides. D’Eu was determined to destroy the support system that sustained the Marshal’s armies and would brutally punish any area that gave the Marshal support. The Marshal would launch deadly attacks on anyone who aided the Allies or would not actively support him. Unlike many dictators who can allow passive acceptance, the Marshal required active participation in his activities by his people. The Marshal had no hope of victory, yet he would order the instant death of Paraguayans who even spoke of surrender. The Paraguayan people probably knew they were doomed, but what else could they do? The habituation of obedience had been with them since the days of Dr. Francia. There was nothing left for the Paraguayan people to do but to fight and die.

The Comte d’Eu would order continuous campaigns to root out the Marshal. Finally, after all these years of war, Marshal Lopez was cornered. The Allies launched an attack on his camp and cut down his aides and camp followers. The Marshal, believing in his own importance to his cause, jumped on his horse and attempted to ride away. Due to the muck, getting away was not possible. Through the entire war, the Marshal had pointedly not exposed himself to danger. His supporters would say that due to his role as commander in chief and president, it would be irresponsible to expose himself. His detractors would call him a coward. At this moment, when all was lost, and escape was impossible, the Marshal found the courage to face his enemies. He was called upon to surrender by the Brazilians. He not only refused but insulted and swore at his attackers. He would curse and damn them for what they had done to Paraguay. The Brazilian commander, General Câmara, would order his men to capture the Marshal alive. No order could save the Marshal. Not only did the Brazilian troops have their blood up and adrenaline pumping, but the Emperor had offered a reward of £110 sterling for the man who would take the Marshal down. The Marshal, covered in wounds was shot in the chest and fell in the swamps of Northern Paraguay on March 1, 1870. His last words, spat with his last breath, were “I die with my country.”

Legacy

The memory of Marshal Francisco Solano Lopez Carrillo is complicated. To the Paraguayan people who he ruled over with an iron fist for most of a decade, he is a hero, a symbol of national resistance against overwhelming odds. He had defied the superpowers of South America, and though he lost, it was through his sacrifice that Paraguay was able to survive the worst war the continent had ever seen. Supporters say that the fact that Paraguay earned the respect of its’ enemies through its heroism and were moved to allow the country to survive is a testament to the Marshal. To detractors, he was a brutal dictator who launched a war that no sane person could have imagined for one moment he had a chance to win. This view is reinforced by the casualty figures. Of a prewar population of approximately 525,000, over 300,000 died. It is estimated that 90% of men in Paraguay died. This casualty figure surpasses the most brutal of wars, even the Eastern Front of World War II.

Insane brutal dictator, or enlightened leader who was suppressed by his neighbor. These two positions polarize historians to this day. One thing the Marshal achieved, which he would have enjoyed, was eternal fame. The fame of leading one of the most epic campaigns in military history, fighting against impossible odds, and enacting a true Götterdämmerung will make his name live forever.

What do you think of how he War of the Triple Alliance ended? Let us know below.

Now, read about General Juan Peron , The Famous Argentine President who had 18 years between his two Presidencies here.

References

Saeger, James Schofield. 2007. Francisco Solano Lopez and the Ruination of Paraguay: Honor and Egocentrism. Lanham, MD: Rowman & Littlefield.

Whigham, Thomas L. 2002. The Paraguayan War, Volume 1: Causes and Early Conduct. Lincoln, NE: University of Nebraska Press.

———. 2005. I Die with My Country: Perspectives on the Paraguayan War, 1864-1870. Edited by Hendrick Kraay. Lincoln, NE: University of Nebraska Press.

———. 2017. The Road to Armageddon: Paraguay versus the Triple Alliance, 1866-70. University of Calgary Press.

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Poland in the interwar years was relatively new to Europe as she had not been an independent country in her own right since 1772, having been previously absorbed into the former Austrian-Hungarian Empire. Her reinstatement and Polish actions did little to peace or stability of post war Europe. As Europe moved closer to war in 1939 Britain was deciding whether to support Poland against Germany.

Poland had behaved in ways that were largely indistinguishable from the likes of other neighboring totalitarian states. Could the West be confident in the Polish as an ally in the East? Was she worthy and secondly was she at scrutiny really any better than the other authoritarian European states like the USSR or Germany?

Stephen Prout explains.

Members of the Polish Army's 2nd Death's Squadron during the 1918-21 Polish–Soviet War.

Poland and the First World War

During the Great War Poland was part of Austrian-Hungarian Empire and so fought on the side of the Central Powers, technically by default Poland was part of the enemy forces. After the war all belligerents lost territory through various treaties. Poland, however had gained territory but she would not be satisfied with her initial spoils.

Whilst the war raged, Pilsudski formed the Polish Legions to assist the Central Powers defeat Russia and gain a favorable light with her Austrian masters to pave the first steps toward full independence. According to Prit Buttar, "At the beginning of the war, Pilsudski committed his forces to support the Austro-Hungarian cause, believing that Poland's best chance for independence lay in a victory of the Central Powers over Russia” however in the event of the Central Powers being defeated he secretly in in overtures to the west assured them would that he would never fight against them. However, other promising plans were afoot offered by Germany and Austria that the Polish were keen to keep simmering so in the meantime, Poland’s loyalties were with the central powers.

The Central Powers defeated Russia and the Treaty of Brest-Litovsk ceased hostilities. Germany and Austria-Hungary then mooted the creation of a "Mittel Europa" which translated means Central Europe in November 1917. This promised a puppet state Kingdom of Poland. Just about when it seemed the Poles were about to have their independent state Germany was defeated, and it was time for Pilsudski to try his options with the West.

A New Republic and a return of warfare

Poland’s post-war frontiers were established by Lord Curzon in 1919 (the “Curzon Line”) out of the post war treaties. Poland then engaged in a series of overlapping wars that would expand her Eastern territory beyond the post war demarcations and create enmity amongst her new neighbors. She would be far from the peaceful state that a devastated Europe now needed.

These conflicts over the next few years would the cause for the growing discontent in the Eastern regions of Europe. Between 1919 to 1920, whilst the Soviet Union was in a chaotic state, Poland invaded former Russian territory annexing vast areas of Ukraine and Belarus. By the time these overlapping wars ended with the Treaty of Riga (1921) chunks of Lithuanian territory were added, which was further subsequently “legitimized” by a questionable election held in that country in 1922.

There were numerous motives; Poland wanted to incorporate Polish peoples into their new borders and more so to re-establish her pre-1772 glory. The opportunity was ripe as the newly formed Soviet Union was distracted by internal strife whilst simultaneously the Western powers the fates of Germany and her colonies, Turkey, and the balance of power in the Middle East.

By the time the 1921 Treaty of Riga was signed Poland had extended further into Eastern Europe. Polish borders extended 160 miles east of where they were intended by the Curzon Line and added 52,000 square kilometers. She had significantly grown her size – and the extent of her future problems.

The new Czechoslovakia would also be subject to territorial claims. In the Conference of Ambassadors in Belgium in August 1919 Poland received a portion of Cieszyn after a brief military clash. This would not be her last claim to Czech sovereign territory. In 1938 she would participate in the dismemberment of that country, taking advantage of the Munich conference and take the industrial town of Tesin as Germany took the remainder of that country.

Poland was clearly insatiable. Not being content with just European gains in 1935 she approached Britain and France to demand ten percent of Germany’s lost African colonies. It was strange in so much as she never had any presence colonial or otherwise in Africa. It was rejected by the West, as they already seized most of the territories for themselves. Why she set her sights on Africa was contended to be due to her growing anti-Semitism.

Anti-Semitism

Germany had cast the darkest shadow in the field of anti-Semitism, but other nations also held a complicit agenda against Jewish populations. Poland had the largest Jewish population in Europe and although her actions were not as violent as Germany, she instigated numerous laws that excluded the Jewish from many avenues of daily life.

These laws were introduced from March 1937, the first aimed at the restriction of Jews entering the legal and medical professions (not dissimilar from Nazi efforts). Another followed placing restrictions on the slaughter and supply of kosher products, which would be devastating for Jewish businesses. In April of the following year likewise restrictions were applied to Jews joining the journalist profession.

At the same time the government passed a Citizenship Law, which set rules to revoke Polish citizenship from anybody who had lived abroad in excess of five years and only having minimal contract with the Polish homeland. Although it did not specifically reference the Jews it was engineered to discriminate against them.

The success of these measures could be evidenced within the education sector. In 1937 the number of Jewish Students in universities stood at 7.5%; where as ten years earlier the figure stood at 20.4%.

Support of these measure where also present amongst the clergy. A surviving comment by a Cardinal Hlond labeled the Jews as a “vanguard of atheism, bolshevism and revolution.” The comment was so blatant as to label them an “evil influence” and advised his congregations “one does well to avoid Jewish shops”.

The lack of sympathy for the Jewish population was clear in their refusal to take in Jewish refugees expelled from Nazi Germany in October 1938. The refusals by the Polish government consequently saw fifteen thousand Jews interned in appalling conditions in a border zone of Zbaszyn. Their fate seemed marginally better than that of those remaining in Germany. The anti-Semitic movement within Poland continued during the occupation not by the Nazis or Soviets alone but with some Polish collaboration.

In 1937 Poland set up a commission (Lepecki Commission) jointly with France to investigate the feasibility of a scheme on the African Island of Madagascar to relocate their Jewish population - again expulsion of a similar a kind to the Nazi’s but expulsion all the same that has received little exposure. The idea failed.

Dealing with Danzig and Germany

In the following years Poland’s presence would be a bitter reminder for Germany over her lost Eastern borders and a sizable proportion of Germans peoples that found themselves under what they regarded as a foreign rule. Danzig would be the focal point of these major issues. Polish treatment of the overwhelmingly German population would sour German-Polish relations.

Danzig was a free city established in 1920 by the allies that occupied approximately two thousand square kilometers of territory. After Danzig’s new status became established Poland was given control of the commerce and development, which to the indigenous Germans was ominous itself. Poland did not always exercise her administration well and this angered the majority German population who saw their identity being diluted. Protests ensued and the Nazi Party began to gain support.

The German population was seeing Polish dominance with Polish letter boxes appearing, commerce controlled by the Poles and the presence of increasing numbers of their soldiers on the Westerplatte around Danzig.

Poland however could also accommodate the Nazis. By 1934 the Non-Aggression Pact eased tensions and Poland suppressed any anti-Nazi protests - and in return Germany curtailed the local Nazi Party’s actions. For the time being tensions eased but it would be short lived.

Alliances & Non-Aggression Pacts

Poland could form alliances with states considered abhorrent to the Western powers (Britain could also accommodate the dictators as well). She signed two Non-Aggression Pacts with the Soviet Union (renewed again in 1934) and one with Germany in 1934. At the same time, she had a nascent relationship with the West. It could be perceived that she was once again hedging her bets by playing both sides.

Apart from Italy, Poland had shown the most aggressive and expansionist tendencies for much of the inter-war years. Britain and France really did not want to expend any more loss of life, especially in an area they had less interests.

Lord Halifax and Chamberlain were rightfully hesitant over offering any promises to Poland yet ultimately favored Poland more out of lack of choices in that region for a suitable eastern ally. The only reason to favor Poland was that if Germany had to watch her eastern borders there was less of her military resource to send westwards. Poland seemed to be the only remaining choice after the USSR’s poor military performance in the 1920s and the detrimental effect of the purges on her military.

Conclusion

Britain ultimately leant to the side of Poland, but it took a lot of deliberation on the part of Chamberlain and Halifax, who harbored doubts - much to the dismay of the Polish.

On balance, perhaps the British were justified. Polish invasions and annexations into other European states up the eve of the war outweighed all other aggressive states other than Italy. This would cause the enmity of her neighbors and so create her own problems. The anti -Semitic laws that were passed, and Poland’s move to a dictatorship had many similarities to Germany. Poland it seemed could accommodate the Nazis and communists with separate non-aggression pacts when expedient, the very states that alarmed the West.

Britain ultimately opted for Poland out of political expediency. Britain was not averse to accommodating the dictator states either if her own interests needed serving though. Lord Halifax and Chamberlain still followed the appeasement policy as the nation wanted to avoid another war. However, they needed an Eastern ally for the containment of Germany, i.e., Poland or the USSR so there was less of Germany’s military resources to face Westwards. Poland seemed to be the most viable choice.

The Western Powers throughout the interwar period were troubled by the prospect of Soviet expansion westwards. Poland could provide part of the answer, but Britain also did not want to be tied into any perilous obligations nor did she want to guarantee Polish borders. Some of those concerns were addressed by the presence of Nazi Germany as a strong bulwark and that combined with Poland as an additional eastern buffer effectively halted Bolshevik expansion. The Eastern problem looked as secure as it could be, at least until the autumn of 1939.

The Polish question was not a straightforward one. Britain had already sacrificed a democracy in ceding Czechoslovakia to Germany, much to the outrage of public opinion (the same public opinions that also did not want war and praised peace in our time). It was a difficult and divisive time. The political landscape was an almost impossible one to navigate.

What do you think of Poland in the interwar years? Let us know below.

Now read Stephen’s article on Britain’s relationships with the European dictators in the interwar years here.

Sources

Origins of The Second World War – AJP Taylor

Europe Of the Dictators – Elizabeth Wiskeman – Harper Torchbooks 1966.

Article: Anti-Semitism in Interwar Europe: The cases of Poland and Hungary - Dr Marco Soddu

Article – Graham Stewart – Historical Notes – 1999 – Chamberlains motives for Standing by Poland

Anna Maria Ciencala – Polish Review – 2016 – University of Illinois

References also from Orgy OF Murder – Jan Gabowski I review by Ofer Aderet 2017 - Haaretz

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In this article Brian McNash offers his hard-hitting perspective on the recent Afghanistan War. It also includes the context of the Iraq War and discusses the failures of successive US governments.

US soldiers march to a CH-47 Chinook helicopter in Daychopan district, Afghanistan in September 2003. Picture by Staff Sgt. Kyle Davis, US Army.

Let’s call it what it is. George Bush lied to us about weapons of mass destruction in Iraq. We were doing well in Afghanistan. Gaining some traction and what we wanted most, control. Then, he siphoned troops and added more to fight an endless war on nothing. Our job was supposed to be to go get the Taliban, destroy them, capture the top people, if possible, punish them, and get out. Instead, we stayed for 20 years and played offense in Iraq to a fault while playing defense in Afghanistan. Our troops have been left to dry by every president since this war started including Bush, Obama, Trump, and even Biden. Afghans have been senselessly murdered under all these presidents. We need to acknowledge and take accountability for these truths.

We captured the top people and kept fighting a war that could never be won. We tried to destroy the threat to our homeland and emboldened a hate towards America because of our tactics, missions, and things we did over there. Our soldiers were on the receiving end of the blame, the trauma, and the effects. They were the face of America while the government officials who never stepped in Iraq or Afghanistan played chess. Those government officials include our Congress, Defense Secretaries, Vice Presidents, Speakers of the House, and President, among others. The officials who called the shots, paid out defense contractors, ran up our budget, and sent our deficit into free-fall in space. We left so much of our budget and deficit in Afghanistan and Iraq when we abandoned military vehicles, equipment, and so much more. No purpose for it anymore? Too expensive to get rid of. Not worth it? Whatever it was, we left more than just that behind.

Who failed?

Our government failed our troops, lied to everyday Americans, cost us lives, money, and years of sacrifices when it comes to our troops. Leaving behind pain and abandoning the Afghani people who helped us, only furthering a hate for America. Leaving behind equipment just gives an opportunity for terrorists to advance on their fellow people who don’t want to be ruled by them. By getting involved, America chose to take on their problems. We got too heavily involved and now the blame is on us. The troops just carried out orders. Orders from people who put contracts, lobbying efforts, lining their own pockets, and a war hungry mindset over the mission and point of going over there. The troops had to pay for it with their bodies, mental health, and sometimes their lives. We got caught slipping on 9/11 while indirectly funding the same people for years who attacked this country. Do you see why conspiracy theorists feel like they are on to something here? Our government hurt fellow Americans and our troops by waging a large offensive with big goals but a scattered plan. Talk to vets from WWII, Korean War, Vietnam War, Gulf War, and any other conflict we have been involved in. They can tell you about the toll, the empty promises, the trauma they endured, and the lies that have been told to them by the country they served and would die for. We let down our troops. We let down the American people. By choosing to try to be the Superman of the world for our own economic benefit, we let down the Afghani people. We let down the Iraqi people. We should have never dug our feet in. We should have finished the initial mission and gotten out.

Faults

Fault falls on Bush and his administration for lying throughout his presidency starting with the “Weapons of Mass Destruction” lie. Fault falls on Bush for letting Dick Cheney insert his war crazed policies into his Presidency and have way too much power. I have not seen a Vice President with that much power in a long time. This falls on Obama and his administration for not pulling enough troops out and deciding to half ass it, basically sending a message of “we will still have a presence”. When they captured Bin Laden in a massive estate near a Pakistani military base that should have told us all we need to know. Get the hell out because everyone in this area could be corrupt and complicit in one way or another. We tried to play the “it’s okay we still want to help” game and locked ourselves in for the next 10 years. The fault lays with Trump and his administration, who turned on the Kurds, our most intelligent, swiftest ally out there. Instead of them being an asset to us, we stopped funding them. Then, we ended up attacking them because they retaliated after we turned our backs on them. They helped our offensive and we cut them off because we were trying to save money. There is rarely any real justification for violence. But how would you feel if somebody did that to you? Trump advanced and signed into law the largest military budget for other operations. Within all of those billions of dollars, we could not provide funding to a much-needed ally. The shift was swift and that was his fault in this. Trump also brokered a peace deal with the Taliban that was good in some respects but mostly bad. 5,000 prisoners from camps, black site prisons, and Guantanamo Bay were released, including the Taliban leader. Some of those same prisoners are back in command of the Taliban now. Others are fighting against the very troops who put them in prison the first time. Imagine how you would feel seeing this cycle happen as a soldier from any country fighting against the Taliban.

Lastly, Biden and his administration left behind vehicles, equipment, and allowed looters to get their hands on it. He basically left the terrorists bits and pieces to put back together to use on their own people and advance their own evil interests. The helicopters might not work fully but the guns do whenever there is ammo left lying around for them. Not to mention, Biden supported these wars in Congress, voted on military budget bills for the past 40 years, and his own son paid the price of his actions later in life. He knows that. He has had to face the consequences of his actions every day then and now as President. He is pulling the US out of a situation he voted for as Senator. Every President has been complicit and barely helped this endless, hopeless situation. The troops have paid the price literally, emotionally, and mentally. Some have paid the ultimate price. We the people (everyday citizens) have paid the price and it has fostered into a distrust for the government. It has also resulted in war being the new normal. If you are 20 or younger, for your whole life America has been in war. Let that sink in. There are other generations before us who have had a similar experience. But, with the help of technology and media, we see war at its worst more than ever now. Through photos, videos, reports, and more, it has been engrained in our heads that war is a constant presence in our lives.

Capitalism

Moreover, we did not just come the Middle East to get back at the people responsible for 9/11. To bring democracy to Afghanistan. Or to capture Saddam Hussein and restore democracy in Iraq. We have a capitalist economy. You do not think our government is not smart enough to capitalize on what a country has to offer. Afghanistan has rare earth mineral fields under it and the most opium fields in the world (mostly used to make heroin). They lacked weapons but we do not. There were weapons deals done between us, corporations like General Electric, and different groups or countries. Some were allies, sometimes we sought control or to take inventory, and others we wanted to outright take advantage of. The Pentagon lost billions of dollars and Presidents weren’t even aware. Congress was in the dark. There was no trail leading back to wherever that money went. To connect this all, many soldiers knew back in 2008-13 that once they left the Taliban would take Afghanistan back. Most citizens of those countries did not want Americans there. The fight over the opium fields went a couple of ways: The farmers got shaken down by Taliban and Taliban sold opium, the Farmers field got carpet bombed by the US and then they joined Taliban, or US would give farmers fertilizer who used it to make more opium or sold it to Taliban who used it to make explosives. Who did they use those explosives against? It gets worse when it comes to resources though. Soldiers couldn’t throw batteries away because people would go through the trash, wire dead batteries together so they could make an IED, and detonate it. One soldier’s story I saw talked about a female soldier coming back after getting bodies out of vehicles that suffered an IED blast. He couldn’t help but think that was the fertilizer and batteries from the US that were put together to blow us up. We were fighting a (mostly) losing battle from all sides for so long.

One more factor in all of this: Salt Pit, other black sites, and underground prisons. Mostly controlled and ran by the CIA, we took random Afghans and tortured them for information they never had. Many detained Afghans had things like Bollywood films of women dancing in their possession. Most soldiers will tell you that they never found incriminating data on the phones of Afghan citizens, not even porn. Yes, some were associated with the Taliban or extremism, tortured for valuable information, and rightfully held in black sites. But, for those ones who were swooped up and brought in, how do you think that makes Afghanis feel? Afghans trusted us, we used them for their resources, for control, and then threw them away. The irony is if you are Team “Get out of the Middle East”, you are indirectly Team Taliban, ISIS, etc. But the alternative is Team Stay Forever. We can’t do that. Every soldier can tell you this was a war of resources just as much (or more) as to get back for 9/11. Every soldier knew this was a lost war 10-15 years ago. We should have listened to the ones on the ground then and we should listen to them now.

What do you think of the article? Let us know below.

More about Brian:

A writer of mostly nonfiction poems, short stories, articles, and more who explores a wide range of topics. Like many writers, I have a blog called Good To You (doogotouy.com) and write for part therapy and part enjoyment.

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While the Kennedy assassination occurred some fifty-eight years ago, the case still galvanizes the American public. There remains a constant fight over the release of records pertaining to the assassination from the National Archives and Records Administration (NARA), QAnon supporters gathered on November 22nd 2021 to await JFK and JFK Jr.’s return, and Oliver Stone is in the process of releasing a new (and quite factually inaccurate) documentary on the Kennedy assassination.

The assassination of President John F. Kennedy still very much remains in the public consciousness and stimulates the minds of many. While the amount of persons who believe Kennedy was assassinated by way of conspiracy has decreased substantially, still nearly 25% of the American public believes there was a conspiracy of sorts, either with the CIA, the Italian-American Mafia, Castro’s Cuba, or the U.S. Armed Forces playing a role.

And one of the most definitive items of proof that conspiracy theorists provide comes from the House of Representatives Select Committee on Assassinations.

Alan Cunningham explains.

President John F. Kennedy just before his assassination in Dallas, Texas, Friday, November 22, 1963. Also in the photo are Jackie Kennedy, Texas Governor John Connally and his wife, Nellie.

The Findings of the House Select Committee on Assassinations

The House Select Committee on Assassinations (HSCA) was an eleven-man committee created in 1976 amidst the aftermath of the Church and Pike Committees and intended to investigate “not only the assassination of Kennedy, but also that of Martin Luther King, Jr.”. In the HSCA’s final 1979 report, the Committee found that “scientific acoustical evidence established a high probability that two gunmen fired at President John f. Kennedy” while stipulating that additional “scientific evidence did not preclude the possibility of two gunmen firing at the President”.

To quote more simply from Encyclopædia Britannica, “a Dictabelt audio recording made from a Dallas motorcycle policeman’s microphone that was said to provide evidence of four shots—that is, three by Oswald and a fourth by another shooter. That fourth shot, a miss, was thought to have come from the grassy knoll. As a result of this acoustic evidence, the HSCA concluded that there had been two shooters and that the assassination was likely the product of a conspiracy”.

Interestingly, this was the only real delineation the HSCA’s final report made from the Warren Commission, which had investigated the Kennedy assassination and submitted their final report over a decade before. To quote from Encyclopædia Britannica, “…the HSCA’s findings were largely in line with those of the Warren Commission (including the conclusion that a shot by Oswald had killed the president and that a single bullet had hit both Kennedy and Connally)... The committee also concluded that neither any U.S. security or intelligence agencies (including the CIA) nor the government of Cuba or the Soviet Union had been involved. It did not rule out the involvement of organized crime or anti-Castro groups, but it could not prove it”.

For the most part, the HSCA made only one demarcation from the original Warren Commission and it came in their analysis and acceptance of the Dictabelt recording.

The Evidence for a Second Shooter

On November 22, 1963, the day Kennedy was killed, a dictabelt recording was made. For those younger readers who may be less attuned to such devices, a dictabelt was an analog audio recording device, which came about in the late 1940s and predominantly was used to take dictation.

Essentially, the dictabelt would use “a stylus to emboss a groove into flexible plastic belt, the groove being much like the groove in a phonograph record”. This video here explains the Dictabelt in far greater detail.

On the day in question, a Dictabelt recording was made of all radio traffic coming from Dallas Police Radio Channel 1, the ordinary radio channel used by the Dallas Police Department. Channel 2 was reserved for special events, which the presidential motorcade would be classified as and was recorded using a different audio device. The audio recording lasts for roughly five and a half minutes and begins at 12:20 pm, a minute before the assassination took place. The full audio can be found here.

According to Vincent Bugliosi in his mammoth book on the Kennedy assassination Reclaiming History, “…two acoustics experts from Queens College in New York, Mark Weiss and Ernest Aschkenasy [claimed] based on their mathematical computations and a static-filled Dallas police Dictabelt recording…they were able to discern, from “impulse sounds” and “echo pattern predictions,” that there was a “95 percent or better” probability that the fourth shot was fired from the grassy knoll, and hence, a conspiracy”.

This evidence for the HSCA to claim that Kennedy was assassinated by way of a conspiracy came from these audio recordings and these audio recordings alone. Prior to this, the Committee was effectively going to conclude that Lee Harvey Oswald had committed the act alone and even developed a draft of their final report. Four members of the Committee, Representatives Harold Saywer (R-MI), Robert Edgar (D-PA), Samuel Devine (R-OH), dissented to the final report with Sawyer even stating that the final report was based on “supposition upon supposition upon supposition”.

With this new evidence, the Committee entered into their report that President Kennedy was assassinated by way of a conspiracy. Today, the vast majority of Americans forget that the HSCA also affirmed that a single bullet struck both Governor Connally and the President, that Oswald had fired that round, that no signatory member of the U.S. Intelligence Community nor a Foreign Intelligence Entity (FIE) was involved in the assassination; the only thing that anyone takes away from the HSCA’s final report is that there was a conspiracy to kill the President.

For example, in one of the most notable (and historically inaccurate) films ever made, Oliver Stone’s 1991 picture JFK, a final title scroll reads, “A Congressional investigation from 1976-1979 found a “probable conspiracy” in the assassination of John F. Kennedy and recommended the Justice Department investigate further” while also detailing that the Department of Justice (DOJ) did not further investigate.

Most people remember the headlines, not the rest of the story. However, what gets left out of this story is the continued investigation of the Dictabelt recording by members of the U.S. government, news journalists, and scientific research based Non-Governmental Organizations (NGOs).

The Problems with the Conspiracy Claim

Almost immediately, the HSCA’s claim was met with sharp criticism from a wide array of fields and experts.

The DOJ, in spite of Stone’s JFK claiming otherwise, did investigate, commissioning a study from the National Academy of Science (NAS), a non-profit and NGO focusing on the advancement of various scientific fields in the United States. A panel of twelve physicists with a wide array of practical and academic experience in the fields of astrophysics, atomic physics, astronomy, and nuclear physics analyzed the audio recording and released their final report to the DOJ and the public in 1982.

Quoting from the NAS report, the twelve-man panel found unequivocally, “…the acoustic analyses do not demonstrate that there was a grassy knoll shot, and in particular there is no acoustic basis for the claim of 95% probability of such a shot. The acoustic impulses attributed to gunshots were recorded about one minute after the President had been shot and the motorcade had been instructed to go to the hospital. Therefore, reliable acoustic data do not support a conclusion that there was a second gunman”.

In the succeeding decades, additional information has come out placing further doubt on the credibility of the Dictabelt recording.

As briefly mentioned before, one of the best books on the Kennedy assassination is Vincent Bugliosi’s work Reclaiming History, a 1,000+ page work that was an over twenty-year endeavor documenting the assassination, the Warren Commission investigation, and the many conspiracies that have arisen in the over fifty years since the event. Bugliosi mentions the Dictabelt at various points and, in many cases, interviews persons with extensive knowledge of the recording.

Bugliosi writes how the DOJ also conducted their own investigation into the audio, building off of the NAS’ report and, in 1988, disclosed to the U.S. Senate Committee on the Judiciary that they disagreed with the HSCA on the charge of a conspiracy. He also found that the FBI’s Technical Services Division completed their own report on the recording in 1980 and reached the conclusion that the Committee could not conclusively prove that the sounds heard on the recording were gunshots or even came from Dealey Plaza.

Bugliosi also interviewed the Dallas police officer who was allegedly driving the motorcycle from which the recording came from, H.B. McLain. McLain had testified to the Commission that his own radio had been stuck in the “on” position, allowing the audio to be recorded, yet had done so without listening to the audio in question.

Hearing the recording later, McLain informed Bugliosi that the recording’s movements did not match his own actions on November 22nd (McLain followed the presidential motorcade the entire time from Dealey Plaza to Parkland Hospital with sirens on the entire time while the recording appears to have sirens simply passing by). McLain also claimed that the motorcycle’s engine from the recording was from a three-wheeled motorcycle while he only ever drove a two-wheeled motorcycle.

Other discrepancies within the audio can be heard, such as noise from the crowd never being heard on the recording in spite of the fact that hundreds had come out to see Kennedy’s motorcade in Dallas and were making raucous noise throughout the procession.

In 2001, a rather important development occurred that, to some, seemed to vindicate the HSCA. Publishing in the peer-reviewed journal Science & Justice, Dr. Donald B. Thomas, an independent researcher of the Kennedy assassination and a research entomologist with the USDA’s Agriculture Research Service, claimed that the NAS study was flawed and that the HSCA’s original conclusion was in fact accurate. He writes, “The validity of acoustic evidence for a gunshot from the ‘Grassy Knoll’ was challenged on statistical grounds and on the basis of an anomaly on the Dallas police recordings. However, the assumptions underlying those criticisms were not in accord with evidence overlooked by the review panel. With a rigorous statistical analysis one arrives at a calculation for the probability that the recording contains a random pattern which by chance resembled the acoustic signature of a gunshot from the Grassy Knoll”.

This journal article prompted a re-investigation of the Dictabelt recording by various authorities and persons.

In 2003, multiple investigations were performed. Court TV commissioned an analysis by the signal analysis firm Sensimetrics, Inc. for a November episode of their program Forensic Files which “concluded that there is no valid evidence for gunshots on the Dallas Police Department (hereinafter DPD) recordings… the match between the suspect sound pattern on the DPD recording and a test shot fired from the grassy knoll, was no greater than expected to occur by chance”. After the episode premiered, Thomas wrote an article aiming to rebut the conclusions made by Sensimetrics and Court TV.

Also in 2003, Peter Jennings of ABC News, for the program Peter Jennings Reporting, analyzed the Dictabelt recording and came to the conclusion that the sounds recorded on the Dictabelt could not have come from Dealey Plaza and that H.B. McLain could not have been the originator of the recording as he had yet to enter the Plaza with the rest of the presidential motorcade. The reporting in this documentary also won the Edward R. Murrow Award for News Documentary in 2004.

Interestingly, some independent researchers have criticized both the NAS report and Thomas’ conclusions. Michael O’Dell, writing for The Kennedy Assassination blog in 2003 (the personal project of Associate Professor John Charles McAdams of Marquette University), concluded that the timeline both Thomas and the NAS relied upon was faulty while also finding that original claim of a “95 percent or better” probability that a shot came from the Grassy Knoll was logically unsound. In spite of this inaccuracy on the part of the NAS, O’Dell notes that, “Although the [NAS’] timeline is inaccurate, mostly due to the misunderstanding about the Audograph mechanics and missing the skips, the corrected timeline still supports their conclusionthat the impulses occurred after the shooting”.

Perhaps most significantly, many of the original investigators from the twelve-panel NAS report published their own article in response to Thomas’. In 2005, publishing in Science & Justice as well, five of the original twelve wrote, “We affirm the NRC conclusion “that the impulses attributed to gunshots were recorded about one minute after the President had been shot and the motorcade had been instructed to go to the hospital.” We also show that if, instead, the HOLD synchronization is ignored and the “YOU . . . Stemmons” synchronization is used, the first sounds alleged to be from shots occur at least 30 s after the assassination” while also noting that Thomas’ analysis utilized “erroneous parts of the Committee’s analysis of the Bowles recordings and combined it with an erroneous implicit assumption…”.

Despite this, debate still raged on. In 2013, Professor Larry J. Sabato, Director of the University of Virginia’s Center for Politics and a Professor of Politics, commissioned an analysis of the Dictabelt recording, coming nearly fifty years after the assassination.

Utilizing various improvements in acoustical analysis and digital methods, Sabato’s commissioned team from Sonalysts, Inc. came to the overall conclusion “The evidence obtained suggests that the motorcycle was not part of the motorcade and therefore was not in a position to record the sounds of gunfire”. Expanding upon this in their conclusion, the team states, “These data uniformly indicate that the motorcycle with the open microphone was not part of the motorcade. Therefore, it is unlikely that the motorcycle was in a position to record the sounds of gunfire. Based on these observations, we conclude that the Dictabelt recording is not applicable to the identification of assassination gunfire”.

Conclusion

The Dictabelt recording has been analyzed again and again and again. Repeatedly, it has been shown that the Dictabelt recording has been inaccurate and scientifically incapable of proving a conspiracy to assassinate President Kennedy. There are far too many inconsistencies for it to be utilized in any kind of argument. In fact, in 1986, there was a televised criminal trial put on by London Weekend Television in which Lee Harvey Oswald was tried for the murder of President Kennedy; Vincent Bugliosi played the role of the prosecutor (which would later inspire him to write the book Reclaiming History) and Wyoming based criminal defense attorney Gerry Spence representing Oswald.

Throughout the entire trial, Spence never once brought up the Dictabelt recording, as even he knew that utilizing this would damage his client’s case. This was even before the DOJ’s 1988 report in addition to the various scientific and investigative analyses performed with more advanced equipment in the 21st century. This to me is quite telling as Spence either knew the Texas jury would not be swayed by such evidence or would have no significant basis in having his client be freed.

To put it simply, the Dictabelt recording has been proven to have far too many inconsistencies for a criminal trial or for usage in determining the surrounding aspects of the assassination. Furthermore, even when combined with all of the additional forensic, documentary, eyewitness, and ballistic evidence the end result is the same; the only logically valid conclusion is that Lee Harvey Oswald, acting on his own, assassinated the President from the Texas Schoolbook Depository.

Various government commissions and committees, federal agencies, journalists, and historians have never been able to link a U.S. federal intelligence or law enforcement agency, the Italian-American mafia, the Johnson administration, Castro’s Cuba, the Soviet Union, or the U.S. Armed Forces to the assassination beyond circumstantial evidence. There has never been any conclusive, indisputable evidence put forth that shows a conspiracy or identifies another shooter or rifle used in the assassination.

The HSCA’s final report was written with the best of intentions, to examine the subject fully and try to either verify or refute the claims made by the Warren Commission. In the end, due to sensationalist and baselessly conspiratorial forces like Mark Lane, Oliver Stone, and L. Fletcher Prouty, the American public has gained a severely misinformed view of the assassination, which continues to cause problems for society and politics.

What do you think of the dictabelt recordings? Let us know below.

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The US had a variety of ways to influence citizens behind the ‘iron curtain’ during the Cold War. One of those was radio broadcasts. Here, Richard Cummings, author of a recent book Cold War Frequencies (Amazon US | Amazon UK), explains how the CIA got a vessel ready to broadcast in Albania in the early 1950s.

A 1980s Radio Tirana badge. Source: Rugxula, available here.

The best-laid schemes of mice and men

Go often askew,

And leave us nothing but grief and pain,

For promised joy!

From the Poem by Robert Burns, in modern English.

Introduction

The Voice of America began broadcasting to Albania in May 1943; the broadcasts were interrupted in 1945 and resumed in May 1951. Radio Free Europe began broadcasting from Munich on June 1, 1951 and stopped on September 30, 1953.

The June 30, 1953, report from the President's Committee on International Information Activities defined early Cold War white, gray, and black shortwave radio broadcasts as:

· White -- The first type consists of broadcasts made in the name of the American Government, such as the Voice of America programs, or by an overtly supported station such as RIAS (Radio in the American Sector of Berlin)

· Gray -- The second type includes broadcasts by stations that are overtly supported by unofficial American organizations but to which the Government gives covert financial Support. Such stations are Radio Liberation, supported by the American Committee for Liberation from Bolshevism, Inc., which now broadcasts to Soviet occupation troops in Germany and Austria and selected areas in the Soviet Union; Radio Free Europe (RFE), supported by the National Committee for a Free Europe, which broadcasts to the Soviet satellites; and until recently Radio Free Asia (RFA), supported by the Committee for Free Asia, which has now ceased broadcasts to Communist China

· Black -- The last, or black, the category includes CIA-supported clandestine stations, which purported to speak for groups inside the satellite countries

In the late 1940s, the United States decided to stem Soviet underground subversive operations and create a new clandestine agency. This would have to be a new organization not to operate against the established clandestine collection of intelligence and counterintelligence tasks already assigned to the Central Intelligence Agency (CIA). On June 18, 1948, the US National Security Council (NSC) directed that the task of confrontation with the Soviet Union clandestinely to a new Office of Special Projects – the name was changed later to the Office of Policy Coordination (OPC).

The NSC directive gave OPC, "A loose charter to undertake the full range of covert activities incident to the conduct of secret political, psychological, and economic warfare together with direct preventive action (paramilitary activities)-all within the policy direction of the Departments of State and Defense." In October 1949, OPC planned to use a "sea-borne broadcast transmitter" to transmit recorded programs inland with "live spot" announcements.

Albania

It was planned to use a 1000-watt, medium wave transmitter to reach the largest audience in Albania by using a strong enough signal to overpower Radio Tirana's frequency: "It has been agreed that these broadcasts shall be based, for various technical, security, and political reasons, on a ship to cruise in and around the Adriatic and Ionian Seas. [T]his vessel with minor modifications can be converted into a floating broadcasting station capable of sending medium wave broadcasts into all points in Albania. It will be operated in a 100-mile arc at the end of a 300-mile radius from the farthest point to be covered in the country."

The decision to use a vessel carrying a medium wave transmitter was that there were, at that time, no OPC land-based transmitters in Italy or Greece. Medium wave broadcasts were chosen because of an estimate that of the approximately 50,000 radios in Albania, between 30,000 and 37,500 were medium-wave sets. It was also estimated that 10,000 to 12,000 shortwave radios receivers were in Albania, owned mainly by Communist officials.

The idea was that the boat would be purchased in Britain. In November 1949, four prospective vessels were located, with one finally identified as being suitable enough for the operation. The cost of buying this vessel was $56,000 (circa $560,000 in 2021) and OPC was to pay for it. The British Intelligence Service (SIS) was to:

· provide cover for the purchase, refit, and extended operation, plus

· arrange for the transfer of the vessel's title and conceal the ownership through a cover owner

SIS was also to provide the crew and costs of refitting the boat for broadcasting and the operating costs were to be divided "fifty-fifty."

For some unknown reason, this project was not jointly pursued. In April 1950, OPC, using the outline of the British plan for Albania code-name VALUABLE, decided to seek a vessel in the United States to be put into operational use in August 1950. The project was given the cryptonym BGSPEED, a subproject of the OPC Albanian country plan BGFIEND: "A country project to select, train, and infiltrate indigenous agents into Albania to effect and support resistance activities for the purpose of overthrowing the Communist-controlled government in Tirana."

The requirements for this vessel included:

· Ability to support a propaganda staff of five men in addition to a full complement of the crew

· Ability to carry sufficient water, fuel, and food to remain on the station of the heel of Italy for at least twelve consecutive days with a full complement aboard, between return trips to Athens, Greece

· Sufficient stock of engine parts and spares aboard to operate overseas independently for one year

· Sufficient space aboard to permit installation of radio equipment and one compartment to be used as a recording and broadcasting studio

OPC decided to use a "yacht-type vessel" because it was:

a. The more suitable for reasons of the flexibility of operation

b. Private cover potentialities as viewed against commercial cover

c. Height of masts in relationship to size for the accommodation of the radio broadcast antennae

The vessel

By May 1950, two yacht brokers were asked to locate an appropriate vessel. Three yachts were identified: one was in Acapulco, Mexico, one in Miami, Florida, and one in Gloucester, Massachusetts. OPC then used a cleared "cutout" for the purchase of the yacht. The man already owned two yachts and bought and sold yachts for years.

The "cutout" was to be financed by OPC, receive the title to the yacht and deliver it to the Smith Boat Yard in Baltimore, Maryland, for refitting and conversion to include "decking, placing of copper sheathing on the hull, …broadcast studio, and other repairs necessary for extended operations." The "cutout "owner then was to transfer the vessel to Panamanian registration. With an OPC security clearance, a Panamanian-licensed master named Leslie Holmes would then choose the crew. $150,000 ($1,500,000 in 2021)was budgeted for the purchase.

After inspection of two of the vessels, the "motor sail /ketch" IRMAY was chosen as the most "adaptable from the point of view of broadcast requirements, maneuverability, accommodations for the crew and staff and can be outfitted in the least time and expense." The IRMAY was purchased for $80,000 (circa $880,000 equivalent in 2021).

The captain of the IRMAY and crew were experienced and reportedly were involved in several scientific expeditions in the Caribbean and South America.

The operational cover included the chartering of the vessel to a non-existent "Institute"-- the Marine Biological Research Institute (MBRI), Inc, which was incorporated in Maryland as a non-profit organization engaged in research of Marine biology. The Charter included in the articles of incorporation was:

To promote generally the accumulation, analysis, and dissemination of scientific knowledge in the field of Marine Biology by undertaking, sponsoring, participating in studies, research projects, and field expeditions in any part of the world – making loans and gifts for such purposes – and to make such knowledge available through articles, lectures, books, letters, motion pictures, etc.

Four Directors of the "Institute" were listed, three of whom were pseudonyms.

Funding came from a "fictitious person purportedly of eccentric habits and keenly interested in this field of science." In reality, OPC's finance office sent a cashier's check to a Baltimore bank. Other cover activities included the printing of the letterheads, issue of bona fide stock to the Directors, chartering of the vessel (including the actual transfer of funds", and the establishment of a bank account in Baltimore for "Mediterranean Marine," through which funds to pay personnel aboard and to operate the vessel would be transferred regularly to a bank account. OPC hired a part-time trusted bookkeeper to keep "double-entry bookkeeping of both the overt and covert expenses.

The "Institute" also made a letter of endorsement to the Chief OPC officer on board the vessel, indicating that he was employed in "scientific explorations in the Mediterranean."

Approval & Set-up

OPC Assistant Director for Policy Coordination Frank Wisner approved the project on June 14, 1950. However, he wrote this handwritten comment on the cover sheet: "This project has been approved, with much trepidation… I have seen this kind of thing tried twice during the last war with eventual project abandonment in each instance."

Final arrangements for the cover "Institute" were made. A lawyer in Baltimore was cleared to set up the articles of incorporation in the State of Maryland. His office was listed as the official address of the "Institute" for any correspondence. Four Directors of the "Institute" were listed, three of whom were pseudonyms. The printing of the letterheads, issue of bona fide stock to the Directors, chartering of the vessel (including the actual transfer of funds", and the establishment of a bank account in Baltimore for "Mediterranean Marine," through which funds to pay personnel aboard and to operate the vessel would be transferred regularly to a bank account.

In June 1950, a joint Bulgarian-Albanian propaganda center was set up in Athens, Greece. The Albanian broadcasts were to be prepared there, based on a joint propaganda policy-directive approved with the British. However, the British were not involved on the operational level. One of the Athens central radio stations would transmit to the vessel a daily teletype broadcast of the next day's program. Spot broadcasts would be transcribed on the boat.

The IRMAY left Baltimore for Miami, Florida, in December 1950 with OPC engineering personnel on board. There were tests conducted of the medium (sky-wave) transmissions on the way. Rough seas off Cape Hatteras, North Carolina, seasickness, and mechanical problems ensued, but the tests were generally positive. The conclusion: "It can be seen that there are no technical radio factors which might limit the effectiveness of BGGIEND project as originally planned."

While in Miami, Captain Holmes made an unknown security violation. The Office of Naval Intelligence (ONI) became aware of the OPC connection to the IRMAY. The Miami office of the Bureau of Customs wanted to inspect the vessel, but OPC contacted the Assistant Deputy Commissioner of Customs with the request to stop the inspection. ADPC Frank Wisner sent a message to Navy Rear Admiral Leslie C. Stevens giving some details of the BGSPEED operation. Admiral Stevens, coincidently, would later become President of the American Committee for the Liberation of Bolshevism – the parent organization for Radio Liberty. Wisner promised Stevens and the Bureau of Customs that any future operations having any bearing on those agencies would be advised by OPC.

OPC decided to let Captain Holmes continue to hold his position until the first port of call in Europe when he would be replaced and returned to the United States, possibly to face prosecution.

In St. Thomas, American Virgin Islands, the name of the yacht was changed to "JUANITA," and the registry changed from the United States to Panama. JUANITA departed from Barbados on February 1, 1951, for Europe and arrived in Patras, Greece, on March 25, 1951.

What could go wrong? A lot…

This article is based on Chapter 5 of Richard’s book: Cold War Frequencies: CIA Clandestine Radio Broadcasting to the Soviet Union and Eastern Europe, published in 2021 by McFarland & Co. Available here: Amazon US | Amazon UK

Now read part 2 on what happened during the catastrophic mission in Europe here.

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Francisco Solano Lopez was president of Paraguay from 1862 to 1870. He led the country during one of the most devastating defeats in all history – the War of the Triple Alliance. Here, Erick Redington continues this fascinating series by looking at the events in the War of the Triple Alliance, including the Battle of Tuyutí and the Battle of Curupayty.

If you missed it you can read part 1 on the early life of Francisco Solano Lopez here and part 2 on the start of the War of the Triple Alliance here.

A depiction of the Battle of Curupayty.

With Marshal Lopez's advance into Corrientes stunted, he knew that pushing all the way to Uruguay was no longer possible. He had achieved much by aggressively invading the Allied Powers. Their armies had been thrown back on their heels, causing increased dissention between the Brazilians and Argentinians, Lopez's only real hope of victory. A wealth of materiel was captured by the Marshal's army aiding the war effort immensely. The small Paraguayan industrial base would have difficulty throughout the war supplying the army with the materiel it needed to fight. The small Paraguayan nation was proving itself to be very dangerous to its larger neighbors. To some, Lopez looked brilliant. To no one more so than the Marshal himself.

The Allies knew they would have to control the rivers in order to maintain their supply chain. The first Allied target was Humaitá, called the "Gibraltar of South America." They knew that as long as the fortress held out, they would not be able to advance further into Paraguay and take the capital, Asuncion. The Marshal knew this as well. He was determined to use every effort to defend the fort. But he knew that Humaitá needed further reinforcing. Therefore, the best strategy would be to delay the Allies as long as possible in order to improve the fortifications. In the process, the Allies would further bleed, and potentially, greater dissention would grow between the Brazilians and Argentinians.

The Marshal also knew that Argentina was fragile at this time. President Mitre had assumed office only a few years before, after yet another civil war. Lopez knew that there were many elements within Argentina who were very sympathetic to him and were perfectly happy to see Marshal Lopez create a strong Paraguay. To these Argentinians, Paraguay was the wrong enemy at the wrong time. The right enemy would always be Brazil. The war would be used throughout as a weapon to attack those in power in Argentina. President Mitre himself was tired of the condescension with which he was treated by the Brazilian officers. They saw him as just another caudillo in a long string of caudillos ruling Argentina. The Marshal hoped that if he could inflict a few further defeats on the Allies, one or both would be willing to come to the peace table and Lopez could get a peace he could live with, rather than the partition and exile that the Treaty of the Triple Alliance called for.

The Marshal Counters

The Brazilian naval commander, Baron Tamandaré would use his fleet to advance further up the river system to allow the Allies to invade Humaitá. When the Allies made a landing at the town of Riachuelo, Lopez sensed an opportunity. The Marshal was not a man to sit back and just take what was coming, so he ordered his fleet to attack the Brazilians. The Paraguayan navy was heavily outnumbered. The Brazilians had better armored ships with more guns. None of this mattered. What mattered was élan. Lopez would fling his navy in a night attack against the Brazilian fleet and in one brilliant move end the threat of an Allied offensive by having his sailors board the Brazilian ships under the cover of darkness, capture them, and then sail the new prizes back up the river to reinforce the Paraguayan fleet.

Of course, this is not what happened. The ships arrived after sunrise. The Paraguayan commander ordered his ships to pass the Brazilian ships and fire on the ground troops. The Paraguayans would lose more ships and have to retreat upriver. It was a disaster for the Paraguayan navy. Marshal Lopez impetuously ordered his fleet to attack an enemy that heavily outnumbered him with a confusing and frankly ridiculous battle plan to not only defeat the Brazilians but also augment his own fleet. Why did he do this? As we have seen, it was in the nature of the man to take risks and wager everything on bold, Napoleonic, plans. As someone who believed he was a military genius, he believed his plans could work. As a brutal dictator in charge of a police state, no one was brave or foolhardy enough to tell him otherwise. Due to this, a sizable part of the Paraguayan fleet that could have been used in the defense of Humaitá was lost, and future defenses were weakened.

By 1866, the Allies were finally prepared to begin what they saw as the war-winning offensive. The Allies crossed the Paraná River and entered Paraguay. The Marshal was a believer in the offensive-defensive strategy. He did not make a general, theater-wide offensive, but he began launching localized counterattacks to make the Allies keep their guard up and slow their advance. This was in keeping with the Marshal's character, but it was also the sound military move. The Marshal knew this would be a war of attrition. He had to make the Allies bleed. He needed to cause further dissention. Passively waiting to be strangled would only lead to being strangled. He had to fight.

The local counterattacks, while not leading to battlefield victories, worked their intended purpose. The Paraguayans were able to slow down the Allies, stopping their advance at Estero Bellaco for a time. The Marshal began to grow more confident. He had been mostly successful in his strategy so far. With his increasing confidence grew his willingness to gamble. He now began to envision knocking out the Allied army with one decisive blow. When the Allies began advancing again, Lopez decided to strike the blow. The bloodiest battle in the history of South America began, the Battle of Tuyutí.

Tuyutí

With the Brazilians on the left, the Uruguayans in the center and the Argentines on the right, the Allies were drawn up in a flat, swampy area. The Marshal decided to focus his attacks on the Brazilians and the Uruguayans. Lopez had a very low opinion of Brazilians, and the Uruguayans were the smallest contingent. Initially, the Paraguayans made gains, however the Brazilian artillery would seal the fate of the Paraguayan army, and the Allies came away with the victory. The importance of the victory was not that the Allies won the battle, but that it had been so deadly.

Statistics from the Paraguayan army at this time are problematic at best. Due to the dictatorial nature of the country, and the importance that Lopez placed on propaganda, reported casualty figures from the Paraguayans can be taken sometimes with a grain of salt. The best estimates for battlefield losses were 6,000 dead and 7,000 wounded out of an army of about 25,000 men. The Allies lost over 5,000 men out of about 35,000. For the Allies, the losses were terrible, though replaceable. For the Paraguayans, this was a national catastrophe. Based upon prewar population, the losses in this battle represented over 3% of the people in the entire country. These men represented the cream of the large pre-war army the Marshal had accumulated and led into Argentina and Brazil. His army would never recover. Never again would the Marshal order a mass attack on the Allies.

With victory comes overconfidence. The Allies, having achieved a major victory now began to advance more rapidly against the Marshal. Where other men would draw back in the aftermath of such a catastrophic defeat, Lopez was as defiant as ever. The Paraguayan army would go on to defend itself well against Allied advances. However, at the Battle of Curuzu, the Paraguayans were defeated again and finally Marshal Lopez was growing concerned. He decided to try a different tack, one which he had not utilized so far: diplomacy.

The Marshal Tries Diplomacy

With the Allies on the move, and getting closer to Humaitá, the Marshal hoped to capitalize on the war-weariness of his opponents. He unexpectedly invited the Allied leaders to a conference to try to end the war. The Brazilians wanted nothing to do with this conference and refused to negotiate with the Marshal. President Mitre, however, decided to meet his enemy. For Mitre, beset by political opposition at home, facing rebellion in outlying provinces, and weary over his own conduct of the campaign (he was supreme Allied army commander, after all), Mitre wanted to find a way to end the war. For Lopez, this represented a wonderful opportunity. Despite his reputation as an insane warmonger, it was said that in person the Marshal could be very charming and a great conversationalist. He was very well read and quick-minded. For Lopez, this was finally his chance to divide the Allies, get Argentina to leave the war, and then take on the enemy he hated, the Brazilians. And he failed miserably.

Accounts of the meeting vary, with some saying that the conversation was amicable, and others saying the two men got into an argument. Either way the conference was a failure. President Mitre told President Lopez of his determination to abide by all clauses of the Treaty of the Triple Alliance. This included the article demanding the removal of the Marshal from power before any peace could be had. Lopez could have agreed and lived a comfortable life in exile in Europe or North America. Instead, he refused. He would fight on to the bitter end. And that is exactly what would happen. No peace, but war, war to the knife.

After the failure of the conference, Mitre decided to restart the offensive and attempt to deal the killer blow, reach Humaitá, and from there to Asunción. The invasion of Paraguay was on. The Allied army approached the Paraguayan army entrenched at Curupayty. The Paraguayans had used the truce to improve their fortifications and build further defenses. They had brought in artillery and reinforced the trenches. The Paraguayans only numbered about 5,000 men, a quarter of the advancing Allied force. In their confidence after Tuyutí, many in the Allied camp believed the Paraguayans were on their last legs and ready to fall apart. This overconfidence led to Mitre preparing a battle plan whereby the Brazilian navy would shell the Paraguayans from the river, and once softened up, the Allies would launch a grand assault to rout the enemy. Once the fleet had finished the bombardment, Mitre ordered the men in.

The Battle of Curupayty can be likened to other thoughtless slaughters like Cold Harbor or the Somme. Allied troops went in and were massacred. The Paraguayans only lost about 50 men in the battle. The Allies, however, lost about 9,000, according to the best estimates. It was a shocking and devastating loss, but it could have been worse for the Allies. The commander of the Paraguayan army was not Marshal Lopez. He would never expose himself to battlefield danger. That was not his way. The field commander was General José Diaz, a good commander in his own right, but he operated within the Paraguayan system of nothing is done without the dictator's permission. Even considering the casualties, the Paraguayans were still outnumbered and outgunned, but they had morale on their side. If they had counterattacked and pursued the Allies, a decisive, perhaps war turning victory could have been achieved. Diaz was not stupid. He was not going to take the initiative and incur the wrath of the Marshal. The Allies were allowed to withdraw back to their entrenchments. Here the war would sit for longer than any of the participants had anticipated. For the Allies Humaitá would have to wait. Recovery from the embarrassment of Curupayty would take far longer than anyone expected. They had much bigger problems at hand.

On the Pale Horse

Part of the original defense plan of Marshal Lopez was utilizing the geography of Paraguay to slow the Allies. Much of the country is located in tropical, low-lying swamps. These swamps bred interminable swarms of mosquitos and other insects. The mosquito was, and still is, a primary vector to transport infectious disease from person to person. For the Paraguayan troops, malnourished and under equipped, disease was a fact of life. For the Marshal, there was no ability to import medical supplies. The traditional Paraguayan cure-all for everything was yerba mate, which was obviously ineffective against infectious disease. Every man lost to disease was a man out of the gun line for the Marshal. There was very little he could do to stop the epidemics though.

With the defeat at Curupayty, the Allies needed to rest and regroup before another advance. Camp life at this time was dull and unsanitary. Given the geography of the area the Allies found themselves, and the filth of the camps, it is no surprise that epidemics began amongst the Allied troops. Dysentery, cholera, and yellow fever were some of the worst. The conditions in the camps, coupled with the terrible defeat the Allies had taken, would lead to much needed changes within the Allied army, but this was small comfort to those who had been stricken.

Out With the Old…

After Curupayty, the squabbling between the Brazilians and Argentinians only grew worse. The Allied field commander, President Mitre, was called a bungler for directing one of the most lopsided losses in modern military history. Mitre was not happy either. He was growing tired of field service. Rebellions were breaking out against his rule in the outer provinces of Argentina. Many within his own government wanted peace. He believed in the necessity of the war still, but he did not believe that he would be the man to lead it. In January 1868, Mitre would leave his army and return to Buenos Aires.

Also out at this time was the President of Uruguay, Venancio Flores. He was also worn down with campaigning and would leave the army. His term as president was ending anyway, and he was to turn over his powers to a new leader from his Colorado Party. He would be assassinated four days after leaving office. The crime was never solved.

For Marshal Lopez, these changes symbolized a weakening of his enemies' resolve to make war on him. What he did not know was that with Argentina mostly out of the war, and Uruguay effectively out of the war, the Allies would finally have solved the one major disadvantage they suffered through compared to the Paraguayans: unity of command. And that unity would come in the form of Luís Alves de Lima e Silva, the Marquis de Caxias.

What do you think of the devastating battle for Paraguay and then the Allies? Let us know below.

Now read part 4 on the end of the War of the Triple Alliance here.

References

Saeger, James Schofield. 2007. Francisco Solano Lopez and the Ruination of Paraguay: Honor and Egocentrism. Lanham, MD: Rowman & Littlefield.

Whigham, Thomas L. 2002. The Paraguayan War, Volume 1: Causes and Early Conduct. Lincoln, NE: University of Nebraska Press.

———. 2005. I Die with My Country: Perspectives on the Paraguayan War, 1864-1870. Edited by Hendrick Kraay. Lincoln, NE: University of Nebraska Press.

———. 2017. The Road to Armageddon: Paraguay versus the Triple Alliance, 1866-70. University of Calgary Press.

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Plagues and pandemics have routinely disrupted the march of human civilization, wrecking economies and killing millions. But as each pandemic subsided, it set in motion a variety of social, political, and cultural changes that lasted far beyond the disease itself.

Great pandemics in history – the Plague of Justinian, the Black Death, the 16th century American Plagues, and the Spanish Flu of 1918 – revolutionized economies, healthcare, religion, culture, and societal dynamics to an unprecedented degree. History has repeatedly shown that things are never the same after a major outbreak as they were before. Here, Sophie Sanchez looks at some unforeseen yet fascinating outcomes of historical pandemics.

A depiction of people in Tournai, Belgium burying plague victims.

1. The Plague of Justinian (541-542 CE)

One of the first and deadliest bubonic plagues in recorded history, the Plague of Justinian brought the Byzantine Empire to its knees and devastated significant portions of Asia and Europe. It decimated about a quarter of the population of the eastern Mediterranean, delayed the emergence of northern Europe out of the Dark Ages, sapped the military and financial might of the Byzantine Empire, and shattered Emperor Justinian’s dream of reuniting the Roman Empire.

The Plague of Justinian had profound effects on the religion and culture of Eurasia and paved the way for the cultural transition from the Dark Ages to the Middle Ages.

One of those unintended outcomes was the Plague’s impact on religion. People were so terrified by the unprecedented and seemingly random destructiveness of the pandemic, they actually believed it would lead to the end of the world. This anxiety pushed people to seek solace from the established religion, which they hoped would both explain and mitigate the horrors of the disease. When it failed to do so, there was general despair and loss of trust, which created a need for a new, more merciful God. Christianity was suffering from immense insecurity at a time when the entire religious structure threatened to break free from its moorings. There was a fear of re-paganization that found a voice in the chroniclers of the time. The circumstances were particularly favorable for the rise of cults and iconolatry such as the popular Cult of Mary.

Ultimately, the scourge altered the course of history, destroying the Roman Empire, transforming Christianity, and eventually leading to the emergence of modern Europe.

2. The Black Death (1346–1353 A.D.)

The Black Death, a form of bubonic plague, came to Europe from Asia, leaving death and devastation in its wake. Estimates suggest that it wiped out over half of the population of Europe; in fact, the death toll was so high that the victims’ bodies had to be buried in mass graves.

As people struggled to understand the causes of the Plague, there was a significant impact on religion as many believed the catastrophe was God’s punishment for humankind’s sinful ways. One result of the high death toll was a severe shortage of priests – this paved the way for laywomen to assume more service roles in local parishes.

Moreover, the inability of 14th century doctors to explain the causes of the plague or alleviate its effects forced Europeans to turn to astrology, earthquakes, and Jewish conspiracies as possible reasons for its emergence. Renewed religious fervor and fanaticism bloomed in the wake of the Black Death, inevitably leading to the persecution of Jews and other minorities. Another popular radical movement that arose during the time of the Black Death was that of Flagellantism, the practice of inflicting pain on oneself, especially with a whip.

3. The American Plagues (16th century)

The American plagues are a group of Eurasian diseases – including smallpox, measles, malaria, and bubonic plague – brought by European explorers to the Americas. With no prior exposure to these diseases, about 90 percent of the indigenous populations of North and South America were wiped out. The American Plagues contributed significantly to the collapse of the Aztec and Inca civilizations.

One strange but inevitable consequence of the spread of these diseases was the development of anti-malarial medicines. Malaria arrived with the European conquest of America in the 16th century and rapidly spread all over North, South, and Central America, and the Caribbean, becoming endemic in the wet, hot, low lands. Indigenous Americans treated the disease using cinchona (Peruvian) bark, a tree native to South America. According to a legend, a Spanish Countess who had experienced the efficacy of the medicine in Peru brought it back to Europe, where it was named cinchona in 1742 by Linnaeus. In 1820, two French chemists extracted the alkaloid quinine from cinchona bark; and to this day, quinine remains one of the most effective anti-malarial treatments the world over. Later on, the drug extracted from the bark of the cinchona tree gave rise to a flourishing industry and trade.

4. Spanish Flu (1918)

The global Spanish Flu pandemic was a virulent strain of H1N1 influenza that is said to have originated on a Kansas farm. It spread like wildfire among soldiers fighting World War I in the trenches of France and Belgium and eventually found its way across the world after picking up genetic material from a bird-infecting virus.

This global pandemic has the dubious distinction of influencing the course of the First World War and significantly contributing to the Second. An estimated 50 million people, including 675,000 Americans, succumbed to it. Interestingly, some of the victims of the deadly virus included members of the American delegation to the 1919 Paris Peace Conference – many of whom strongly opposed making German reparations a condition of the Treaty of Versailles. With the Americans out of the way, the remaining delegates voted for humiliating Germany with brutal reparations – a key factor that contributed to the rise of Hitler, and therefore to the Second World War. In more ways than one, the Spanish Flu was responsible for “re-sculpting” human populations the world over.

5. COVID-19 (2019 - Present)

As we painfully inch towards the third year of the coronavirus pandemic, several questions are being asked across the globe. Will we ever return to normal? Will vaccines against the coronavirus prove effective? What will be the long-term social, political, and economic repercussions of the pandemic? Do we really want a resumption of the status quo?

In many ways, the legacy of the pandemic has already made its presence felt. Few aspects of life have remained untouched by the virus, but here’s one (side) effect that is likely to make itself felt for quite some time.

It should come as no surprise that some analysts (and fashionistas) predict the mask becoming a wardrobe staple. In the US, mask-wearing is more commonly associated with crime than with public health. But the horrors of the pandemic – overwhelmed hospitals, over-worked healthcare workers, refrigerated trucks with dead bodies – has led some Americans to accept the practice of wearing masks as a public health measure.

With the change in public sentiment, manufacturers are rushing to cope with the massive surge in demand for masks. Popular influencers like Bella Hadid and Kim Kardashian have frequently endorsed masks with their COVID-19-era selfies and Instagram posts, making them a trendy, pop-culture-approved fashion accessory. Though the science behind mask usage is far from exact, the pandemic has certainly transformed government policy, as well as American attitudes towards it. And as the national psyche is expected to be deeply influenced by the pandemic, masks may become a part of post-pandemic America, as they are in Southeast Asia.

What do you think of these historical pandemics? Let us know below.

Sophia is an online ESL/EFL instructor and a passionate educator. She found her true calling — teaching — while she was juggling writing and a 9-5 desk job. When she is not busy earning a living, she volunteers as a social worker. Her active online presence demonstrates her strong belief in the power of networking. If you want to connect, you can find her onFacebook,Twitter, and her blog Essay Writing and More.

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In 1963 President John F. Kennedy gave a powerful speech on the arts in America. But what is less known is that Kennedy’s speech was heavily influenced by his wife Jacqueline Kennedy. David Huff explains.

Jacqueline Kennedy in May 1962.

Art and history

On Saturday, October 26, 1963, President Kennedy gave a speech to the students at Amherst College as he dedicated a library named for the American poet Robert Frost, who died on Tuesday, January 29, 1963. The speech was rich, eclectic, and moving as he galvanized a generation of Americans not only to lead lives of civic commitment, but also to challenge the conventional power structure that existed in America at that time.

The speech is well known for its stirring statements in which the late-President issued a clarion call about the hope and possibility for American society. Kennedy, who was ahead of his time, spoke eloquently when he declared:

"I look forward to a great future for America, a future in which our country will match its military strength with our moral restraint, its wealth with our wisdom, its power with our purpose. I look forward to an America which will not be afraid of grace and beauty, which will protect the beauty of our natural environment, which will preserve the great old American houses and squares and parks of our national past, and which will build handsome and balanced cities for our future"

"I look forward to an America which will reward achievement in the arts as we reward achievement in business or statecraft. I look forward to an America which will steadily raise the standards of artistic accomplishment and which will steadily enlarge cultural opportunities for all of our citizens. And I look forward to an America, which commands respect throughout the world not only for its strength but for its civilization as well. And I look forward to a world which will be safe not only for democracy and diversity but also for personal distinction."

Yet, Kennedy also issued a warning that is true today as it was in his time:

"And the nation which disdains the mission of art invites the fate of Robert Frost's hired man, the fate of having "nothing to look backward to with pride, and nothing to look forward to with hope."

Jacqueline Kennedy and the arts

In our contemporary society, we need to improve the growing differences that divide us as a civilization. The ongoing discussions and vitriolic debates regarding race, poverty, social unrest and economic disparity fail to provide a positive impetus for a consensus as to the course of action. Yet, many Americans do not realize that President Kennedy's innovative speech at Amherst was, in fact, influenced by the artistic mind-set of Mrs. Kennedy when she was first lady. Eclectic and forward thinking, she adopted as her mantra that successful civilizations can achieve a cultural renaissance by cultivating the reservoir of talent and individual ingenuity that resides within its people. Mrs. Kennedy understood that other parts of the world, such as Europe, had implemented cultural policies not only to preserve their unique cultural heritage, but also to broaden public participation in cultural life. For example, Belgium, France, Denmark, Germany, Greece, Luxembourg, Spain, Ireland, Italy, and Britain are countries that promote an active cultural policy in their respective countries. Mrs. Kennedy believed that if these Western civilizations engaged in the improvement of the cultural and artistic fabric of their modern-day societies, America had the power to create a Department of Culture that would provide the basis for an educated exchange on the improvement of our own unique culture.

The creation of a culture department could help oversee the National Endowments for the Arts and Humanities, assist colleges with instituting and preserving arts management programs; and assist in the coordination of complex and myriad tasks that confront major artistic American centers and symphonies. In addition, a Department of Culture could conduct arts and cultural economy studies, develop cultural plans for neighborhoods or cities or towns that elevate eclectic cultural communities and assets, and allocate workforce investment and small business administration, and community economic development funds to arts and culture organizations.

Furthermore, a culture department could work closely with major American music festival organizers - such as those at Aspen and Interlochen, the Tanglewood Music Festival, and the Wolftrap National Park for the Performing Arts - to encourage and assist young people, via corporate and privately sponsored scholarships, to study the performing arts.

The generous commitment of corporations, foundations, nonprofit groups, individual donors and others to invest time and resources in support of a department of culture would greatly benefit children and youth and provide the impetus for the kind of bold and creative synergy that the performing arts really need for continued growth and development in America. Prominent organizations, such as The Ford Foundation, The Catherine B. Reynolds Foundation, and The Andrew W. Mellon Foundation have demonstrated a keen interest in promoting and supporting arts organizations throughout the United States.

Lack of Artistic Willpower and It’s Consequences

Unless there is a concerted effort, however, on the part of government, corporations, private philanthropy, and grass-roots organizations, the political climate - and debate - concerning the arts is likely to get worse. Throughout our nation, politicians are cutting arts programs in the public schools and universities at both the state and federal level. In addition, artistic institutions, such as symphony orchestras, are struggling to survive due to a lack of corporate sponsorship and poor ticket sales. One might ask if poor ticket sales are a direct result of the decease in music and art programs in public education. As these programs have been the first to be cut in education over the past forty years, there goes any chance for children to gain knowledge and an appreciation for classical music and art.

Conclusion

The creation of a culture department in America is not quixotic, even in these turbulent times. In our multicultural society, the partnership between the government and corporations and individual philanthropy in sponsoring a department of culture would provide the engine for an infusion of creative, engaging and innovative ideas that will inspire people regardless of race, gender, and economic background to reach for something better. Artistic expressions would serve as a beacon of hope and promise in a world enveloped by skepticism and uncertainty. To those who suggest we cannot afford to implement a Department of Culture, I reply that America cannot afford not to do so. We have the funds to create a Department of Culture, we simply need to summon the will and self-discipline to raise the cultural bar in our country. The missing link, however, is the political willingness to embrace, to encourage a forward-thinking enterprise capable of creating a cultural renaissance in America. To that end, the American people - particularly the young - deserve a better society that benefits all of our citizens, not just a few.

What do you think of Jacqueline Kennedy and the arts? Let us know below.

David M. Huff was born in Wheeling, West Virginia in 1968. A violist, he studied with the Pittsburgh Youth Symphony Orchestra from 1983-1984. He attended the Interlochen Arts Festival and Interlochen Arts Academy from 1984-1986 and also participated in the Boston University Tanglewood Institute's Youth Program during the summer of 1986. He earned a B.A. in History from West Virginia University and an M.A. in History/Research from West Virginia University. He works in a Washington, DC International law firm as an Intellectual Property Trademark, Litigation, and Patent Specialist.

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The 1952 election was important for a number of reasons, with Dwight D. Eisenhower becoming the first Republican president for two decades – but in many ways it was also the birth of the modern election campaign. Here, Victor Gamma looks at the story of how television commercials became a part of the campaign thanks to an advertising executive.

Eisenhower on the presidential campaign trail in Baltimore, September 1952.

In October 1952 millions of television viewers began seeing twenty to thirty-second advertising “spots” that appeared every hour between their favorite programs. Audiences were used to seeing ads, but this one was like nothing they had ever seen. The ad did not feature Lucky Strikes or some other product; it featured one of the candidates running for president that year. After the announcement “Eisenhower Answers America” blared into the living room, viewers watched the Republican candidate deliver short, simple answers to questions from average citizens.

Many were appalled. Senate hearings, conventions and addresses had all been televised before, but this felt more like watching a commercial than observing a serious discussion about national issues. Television was for low-class entertainment. When the Eisenhower ads began running, Adlai Stevenson, the Democratic candidate, declared “I think the American people will be shocked by such contempt for their intelligence; this isn’t Ivory Soap versus Palmolive.” In 1952 television was an uncertain element in the political landscape. That uncertainty, along with the contempt, would not last long. Beginning that year it would play such a significant role in American politics that, essentially, a run for the White House would soon become a glorified marketing campaign. Advertising people were now hired to help “sell” the candidate. These slick professionals would “handle” the campaign—at least the TV appearances. Politics had become a business. The results would forever affect everything from the way candidates were presented to the cost of campaigning, which would go from less than $20 millions in 1948 and rise steadily up to an incredible $260 million by 1972.

The power of TV

The potential of television was first seen the previous year. On March 12, 1951 a political event was televised to a national audience for the first time. The occasion was the Senate Committee hearings on organized crime in New York. If the hearings had taken place just a year earlier not much would have happened, but since then the number of homes with television sets had skyrocketed. In New York 51% of homes now had a set. During the Senate hearings, people were not only glued to the television, they called their friends to tell them about it. Americans watched, mesmerized, as gangsters like Frank Costelo came under the harsh glare of questioning. At one point the camera focused on the Mafiosi’s hands, clearly revealing a frightened and guilty man. The mobsters in turn drummed nervously on the table, sweated, or tore pieces of paper to shreds. It was the stuff of Hollywood. The mob became the subject of conversation in households across America. LIfemagazine wrote, “Never before had the attention of the nation been so completely riveted on a single matter.” But an unexpected, and even more important result was that, overnight it catapulted the chairman of the hearings, Estes Kevauver, to national fame. The senator duly announced his candidacy for the White House shortly afterwards. The lesson was not lost on keen observers of the political scene: if the relatively bland and uncharismatic Kevauver could become an overnight celebrity with a shot at the presidency, what could be done with a candidate with more “star” quality? They were soon to find out - with the help of Madison Avenue.

Rosser Reeve

By the time Rosser Reeve took his first stab at presidential politics, he was the most innovative and successful advertiser in the country. In his youth he left his native Virginia for New York to work in the advertising industry. After learning the ropes with a number of firms he co-founding Bates & Co. with Ted Bates and began to evolve an approach that would lay the foundation for ‘scientific’ advertising. His technique was simple, blunt, and amazingly successful. His ad for Anacin, for example, increased sales from $18 to $54 million in eighteen months. Sophistication and artistry were not a prominent feature of his ads. Many of them, in fact, have been called “the most hated commercials in television history.” But he knew how to sell a product. To be effective an ad had to stick relentlessly to a single theme, focusing on the essentials. Reeves invented a new term: unique selling proposition (USP) to describe his methods. The goal was to make a product stand out from the competition in a way that made sense to consumers. Reeves would find a simple, easily relatable concept and pound it into the head of potential buyers. For this he earned the nickname “The Prince of Hard Sell.” That was all well and good for Anacin, but could this same approach get a candidate elected? Reeves' first attempt took place in 1948.

That year Thomas Dewey was running for president against the incumbent, Harry Truman. Overwhelmingly, political pundits predicted an easy win for Dewey, Reeves was not so sure. He attempted to interest the Republican candidate in a series of campaign ads. He proposed to the nominee that they saturate the swing states in the two or three weeks before the election with short radio or television features that the industry called “spots.” Although the number of television sets in the nation was small, Reeves believed that the strategic use of well-crafted ads placed in critical states or counties could make the difference. The overconfident Dewey turned Reeves’ proposal down flat, “I don’t think it would be dignified,” the candidate remarked. The Republicans lost that November. Later research confirmed Reeves suspicion: the Republican contender had fallen short by just a handful of votes in a few key states.

1952

Four years later, in 1952, having been denied the White House for twenty years, the Republicans were desperate and this time it was Reeves who was asked to help with Eisenhower’s run against the Democratic candidate Adlai Stevenson. Rosser’s chance had come. It took no time for the basic scheme to formulate in his mind; he would “package” Eisenhower just as he did his products; Eisenhower would be the unique item that television viewers needed and Stevenson would be brand X. Reeves understood the audience of the coming image-obsessed age: They would not sit still for a long speech. Instead of a thirty-minute speech by Eisenhower, (who was a mediocre speaker anyway) he would offer a mini drama. Viewers would see Eisenhower’s triumphant arrival, applauded by adoring citizens, some standing on chairs to see the conquering hero. Flags would be everywhere, and then shots of his proud wife Mamie, brief segments from his speech, more wildly cheering crowds, and then the hero’s equally dramatic departure.

But it was another idea, the political spot that would have the greatest impact. The strategy was to deluge the public during the last three weeks of the campaign with short TV broadcasts called “Eisenhower Answers America.” The spots, lasting no more than thirty seconds, catered to a short attention span and did not appeal to depth of knowledge. The ads came straight out of a manual on marketing. To quote one of them; “the art of penetrating a specific market with a high-density campaign and yet using a minimal amount of time and money.” In these spots, an average American citizen would be seen asking a question. The next scene would feature Eisenhower giving a short, pithy reply. Above all, the candidate would speak the language of the average person. But they would not waste money broadcasting them everywhere at once, they would concentrate on only the critical areas, forty-nine counties in twelve states, to be exact.

Spots

The whole scheme almost didn’t come off. When Reeves met with Eisenhower in the summer of 1952 to pitch his idea, the candidate at first resisted. The general failed to see how he could articulate his views in thirty seconds. But when the persuasive Reeves began to describe his television spot concept as “the essence of democracy,” Eisenhower capitulated. Reeves, now working with “Citizens for Eisenhower” set to work. His first task was to sharpen the candidate's image in the minds of the voters. He sat down with a stack of newspaper clippings of Eisenhower speeches and read through them. Ike’s speeches, like his entire campaign, tried to hit every target, like buckshot. There was no clear message. This was against every sound principle of advertising. The mind of the voters could only hold on to one, or at most three, simple messages. Focus on these and then you could hope to penetrate the hearts and minds of the people. Some protested that “you can’t say anything in a fifteen-second speech.” But the virtuoso adman would soon prove that “less is more.” Reeves distilled three “selling points” from Eisenhower’s speeches: he would bring peace through strength, fight communism and clean up corruption. Nor would he have his candidate deliver lengthy orations like the brainy Stevenson. As Reeves later remarked, all anyone could remember of even the greatest speeches in American oratory were a handful of words like “We have nothing to fear but fear itself.” Next, with the help of Reader’s Digest and George Gallup, he conducted surveys of Americans' most prominent fears. Near the top of the list of worries were the issues of war and peace. He could now craft his TV spot to cater to those worries and come up with one, simple, effective slogan; “Eisenhower, Man of Peace.” “Time for a Change,” was the other slogan used.

Now it was time to produce the spots. This proved easier said than done. First off, the Eisenhower campaign would only set aside one day for filming. Reeves had to reduce his vision of fifty spots down to twenty-two. The candidate himself presented a problem, too. In his earlier television appearances Eisenhower came across as wooden and clumsy. The lighting, which hadn’t adjusted for television yet, made him look old. They were working with very primitive equipment and a candidate uncomfortable with the whole process. Reeves wanted Eisenhower to appear without his glasses but the general could not read the prompter board. They adapted by creating a prompter with extra-large letters. Finally things began to click. The initially nervous Eisenhower began to warm up after the first few spots. Things were going so well, in fact, that Reeves coaxed an additional eighteen spots out of the candidate. Once Ike’s footage was complete, Radio City Music Hall was searched for anyone who looked and sounded like a typical American. They directed these “typical Americans” to ask questions that would fit with Eisenhower’s pre-recorded answers. To the television audience it would all look like the questions and answer sessions took place at the same time. The spots, at a cost of $1.5 million, were then to be strategically broadcast in the states that looked close.

The spots start

Beginning in the second week of October, 1952, television viewers began to see the spot in which Eisenhower, looking directly at the camera, candidly fielded questions from ordinary Americans. One spot featured a frustrated woman who complained “You know what things cost today. High prices are driving me crazy!” Eisenhower answered, ‘Yes, my Mamie gets after me about the high cost of living. That’s another reason I say it’s time for a change. Time to get back to an honest dollar and an honest dollar's worth.” In another spot an anxious-looking man flanked by his wife asked “Mr Eisenhower, will we have to fight another war?” Eisenhower calmed his fears while at the same time getting in a jab at the Truman administration, “No, not if we have a sound program for peace. And I’ll add this; we won’t spend hundreds of billions and still not have enough tanks and planes for Korea.” The spots aired in a slot of time between popular shows, when viewership was high. For the next three weeks, just as Rosser Reeves planned, millions of television viewers and radio listeners could not escape the hourly-broadcasted “Eisenhower Answers America.”

Did Reeve’s experiment pass the ultimate test? We cannot credit the television spots too much. The word to describe their impact would be more “helpful” than “decisive.” For a variety of reasons, Eisenhower would most likely have won with or without “Eisenhower Answers America.” Additionally, television viewing of the campaigns was actually relatively low. The Republican Convention only achieved a 36 Hooper rating as opposed to a 62 recorded for I Love Lucy. Even during the height of the campaign, in October, a mere 15% of Americans heard either candidate on television. The fact was, most of the television audience preferred to watch their favorite programs instead of the political ones. But the canny Reeves overcame that obstacle by running his political spots like ads, between popular shows. Viewers would see them whether they wanted to or not, just like a shampoo commercial. On the other hand, many non-voters and normally Democratic voters switched to Ike based on the commercials. They liked what they saw: a likeable, hard-hitting war hero who was down to earth and serious about solving the major problems of the day. It was not until the next election that television became truly critical, but those pioneering ads of 1952 laid the foundation. The possible dangers of the dominance of media advertising on politics were discussed even during the 1952 campaign. Charges of demagoguery and shallowness abounded. But regardless of the dire warnings of critics, the marriage of politics and Madison Avenue was here to stay.

What do you think of the 1952 election commercials? Let us know below.

Now, read Victor’s series on whether it was right to topple William McKinley’s statue in Arcata, California here.

References

Halberstam, David, The Fifties. The Ballantine Publishing Group, 1993.

Kathryn Cramer Brownell, "This Is How Presidential Campaign Ads First Got on TV." Time, August 30, 2016. (online article.) https://time.com/4471657/political-tv-ads-history/

Hollitz, John E.Eisenhower and the Admen: The Television "Spot" Campaign of 1952.”The Wisconsin Magazine of History. Vol. 66, No. 1 [Autumn, 1982], pp. 25-39 (15 pages)

https://www.jstor.org/stable/4635688?read-now=1&seq=1#page_scan_tab_cont ents

“Eisenhower Answers America: The First Political Advertisements on American TV (1952)” Politics,Television | September 28th, 2012. http://www.openculture.com/2012/09/the_first_political_advertisements_on_tv_1952.html

Reeves, Rosser (1910-1984) Ad Age, September 15, 2003.https://adage.com/article/adage-encyclopedia/reeves-rosser-1910-1984/98848

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Lord Salisbury was Prime Minister of Britain at the peak of its power. He was Prime Minister on and off during the period from 1885 to 1902 and had a great influence on the country’s foreign policy at its colonial height. Avan Fata explains.

Lord Salisbury in 1886.

At the turn of the 20th century, the British Empire seemed to be at its zenith. Its colonial holdings far surpassed the second largest imperial power, the French, and the City of London was the trading capital of the world. Yet as the Victorian age gave way to the Edwardian, many in Whitehall and the Foreign Office came to the conclusion that these heights of economic and political might would not be easy to maintain, let alone to increase further. The economic-industrial disparity between Britain and other European great powers was closing, and from the New World the United States was also narrowing the gap.

In foreign politics too, there were signs of a storm on the horizon. The competition between imperial states had also reached a crossroads; large swathes of the globe had already been partitioned between imperialist European states, and some feared that the next “Scramble” would be over the dying carcass of an empire at the end of its tether; not for nothing was the Ottoman Empire termed the “sick man of Europe”. Britain had reluctantly taken up the task of helping to secure the Sublime Porte - as the Ottoman capital at Constantinople was known - from foreign encroachment and possible invasion.

Russia remained the perceived enemy of British foreign policy; its expansion eastwards and into Central Asia had been dubbed “The Great Game” by a British officer and later popularized by Rudyard Kipling in his novel Kim. But Britain also faced the rising ambitions of a newly-created German Empire, whose Kaiser Wilhelm II had dismissed Bismarck as Chancellor in favor of pursuing a more expansionist foreign policy, dubbed Weltpolitik (world politics).

Enter Salisbury

It was in these circumstances that Robert Arthur Talbot Gascoyne-Cecil, 3rd Marquess of Salisbury, became Prime Minister. First elected to 10 Downing Street in 1885, he would go on to serve two more terms (1886 - 1892, 1895 - 1902); leading Britain for a total of 13 years and 252 days - only Robert Walpole, William Pitt the Younger, and Lord Liverpool served longer. Curiously however, Lord Salisbury also served as his own Secretary of State for Foreign Affairs; a realm which he had considerable experience in.

Salisbury’s first foray into foreign affairs came in 1876, when he was chosen by then prime minister Disraeli to represent Britain at the Constantinople Conference. Despite the conference’s failure to secure greater rights and land for Bulgarian and Herzogvinian subjects in Ottoman territory, it catapulted Salisbury into the political spotlight. Two years later during the Russo-Turkish War, when Disraeli’s Cabinet protested the Treaty of San Stefano, Salisbury was chosen to succeed Lord Derby (who had resigned as Foreign Secretary due to the protest). Even before his official appointment on 2 April, Salisbury single-handedly drafted a circular calling for a congress of European nations to re-examine the terms of the San Stefano Treaty, which was duly approved and dispatched to the great powers.

At the resulting Congress of Berlin (1878), Salisbury was overshadowed publicly by Lord Beaconsfield, but it was apparent to all the plenipotentiaries that he had been the architect of the Congress and the subsequent settlement. The Congress overruled many of the terms of the San Stefano Treaty, reducing the size of a new Bulgaria and returning Russian-conquered territories back to the Ottomans, whilst also securing Cyprus for the British - ostensibly for use as a naval base to dissuade any future Russian aggression into the Straits.

Despite being a Conservative, Salisbury was not particularly supportive of the Empire. He questioned its actual economic benefits, and would come to prefer maintaining the status quo as opposed to seizing any new territory. In a speech as Prime Minister after the Diamond Jubilee of 1897, he remarked that ‘our first duty is towards the people of this country, to maintain their interests and their rights; our second is to all humanity.’ In his foreign policy, he eschewed these priorities, placing the security of the Empire first and foremost.

Foreign policy

To Salisbury, managing foreign policy demanded a calm and unwavering statesman. ‘Sleepless tact, immovable calmness and patience’ were, he deemed, the qualities which would allow a diplomat to succeed. Perhaps more significant to his government and those in Europe, he refused to entangle Britain in any alliances. Much like Gladstone, Salisbury did not prefer to enter Britain into any mutual defense pacts, viewing them as commitments which would seriously hinder Whitehall’s ability to act independently of its continental counterparts. When his government and public opinion pressed for an Anglo-German alliance, Salisbury was reluctant to permit talks with Berlin. When it became clear that the Germans were unwilling to support Britain in the Far East against Russia, whilst simultaneously asking for British colonial concessions, Salisbury remarked to German ambassador Paul von Hatzfeldt that ‘you ask too much for our friendship.’

This commitment to a lack of commitment was seen by Salisbury’s Conservative colleagues not as a deliberate choice, but rather a continuity of a longstanding preference in British - and prior to 1707 English - foreign policy. As far back as the reign of Queen Elizabeth I, they argued, ensuring a balance of power in Europe and remaining independent of embroilments on the continent was the modus operandi. In 1896, Salisbury’s adherence to this doctrine earned a name: ‘splendid isolation’, after a Canadian politician and later Joseph Chamberlain (then Secretary of State for the Colonies) popularized it in debates. Salisbury’s critics were more inclined to use the term ‘terrible isolation’.

For his own part, Salisbury took disdain with the term, deriding it as ‘jargon about isolation’, and mentioned to Queen Victoria that isolation ‘is much less danger [sic] than the danger of being dragged into wars which do not concern us.’ In hindsight, non-intervention seems a more apt term to use, as Britain was far from isolated from the various quarrels taking place at the fringes of its empire: Russia in the Far East and Central Asia, Germany in Africa and the Pacific, and France in Northern Africa as well as the Sudan. In each case, Salisbury balanced the interests of London and the other powers with great skill and, as with the case of Portuguese claims in South Africa (1890), with military pressure if need be. It was during Salisbury’s reign that the Royal Navy adopted the ‘Two Power Naval Standard’, the policy that the British fleet should be equal in strength to the next two largest navies combined.

Conclusion

Salisbury’s power declined following the Second Boer War, which broke out against his will in 1899. His own health was failing, and in 1900 he finally handed over the reins of the Foreign Office to Lord Lansdowne. At the end of his political career, he had managed to usher the British Empire into the 20th century with great diplomatic skill and tact. Far from being preyed upon by the other great powers, Salisbury had defended British interests across the world and expanded the “red on the map” by six million square miles, a feat unmatched since the days of Pitt the Elder. His policy of splendid isolation however, was judged by his successors to be a relic of a bygone Victorian age, and Britain would enter into her first mutual defense pact with Japan in 1902.

Let us know what you think of Lord Salisbury below.

Now read Avan’s series on First World War historiography here.

Sources

Darwin, John. The Empire Project: The Rise and Fall of the British World-System, 1830-1970. Cambridge: Cambridge University Press, 2009.

Howard, Christopher. “Splendid Isolation.” History 47, no. 159 (1962): 32-41. Accessed August 22, 2021. http://www.jstor.org/stable/24404639.

Leonard, Dick. British Prime Ministers from Walpole to Salisbury: The 18th and 19th Centuries. New York: Routledge, 2021.

MacMillan, Margaret. The War that Ended Peace: How Europe Abandoned Peace for the First World War. London: Profile Books, 2014.

Margaret M. Jefferson. "Lord Salisbury and the Eastern Question, 1890-1898." The Slavonic and East European Review 39, no. 92 (1960): 44-60. Accessed August 22, 2021. https://www.jstor.org/stab le/4205217.

Penson, Lillian M. "The Principles and Methods of Lord Salisbury's Foreign Policy." Cambridge Historical Journal 5, no. 1 (1935): 87-106. Accessed August 22, 2021. https://www.jstor.org/stab le/3020834.

Roberts, Andrew. Salisbury: Victorian Titan. New York: Phoenix Press, 2006.

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India’s military history is rich, long and storied yet there is criminally little written about it and it is hideously ignored in many debates on military history of the 19th century. This perhaps is because Indians themselves know very little about what the Indian Army did in the years between 1858 and 1910. In these few decades, the Indian Army became one of the most combat experienced forces in the world as it fought alongside the British Army from Egypt to Afghanistan. The Indian Army (though officially known as the British Indian Army, it was always referred to as the Indian Army), which was already one of the most professional and most well-equipped forces in the world, by the time the Great War rolled around, had become arguably the single most experienced armed force in the world alongside the British Army.

Siddhant A. Joshi starts his series of the modern military history of India by looking at Indian Campaigns of 1897 and the Bravery of the Sikh Infantry.

Subadars (Sikhs) and Gunners (Punjabi Muslims) in the 1890s..

IntroductionSince the British and Indian Armies rarely fought alone, the technologies, techniques and tactics used by either one of them became commonplace in both. Not only that, but their military history also became inextricably interlinked and both armies developed processes that were born of their shared experience – processes and doctrines and traditions that stand to this day. The British Army commemorates the many contributions, sacrifices and stories of Indian soldiers with just as many memorials to Indians as there are to Brits. The Indian Army too does the same and has, in fact, kept many units that were raised by the British.

However, not many outside the armed forces know of this. That is the aim of this – to bring to light that which should long ago have been known.

The Frontier Campaign – BeginningsTo understand this little-known campaign, one must first understand an area of the Indian Subcontinent that was then called the North West Frontier Province or the NWFP. It was an area that had formed just south of the intersection of the Karakorum and Pamir Mountains and just north of the Hindu Kush Mountains and had long been used as a gateway for invasions since it stood between mountains that have been impassable for large armies for centuries. It quickly became the frontier of British India – lands ungoverned by any state and occupied only by tribes of armed Pashtuns.

It was the natural path into India from Afghanistan and its existence posed a threat to the existence of British Rule in India for one reason alone – the Great Game. During this period, the Russians and the British were playing a long-running and high-stakes chess match in Afghanistan for control of the country. Whoever controlled Afghanistan would control not only India’s North Western border but Russia’s southern border.

Afghanistan quickly became the linchpin for the two powers’ plans and prospects in Asia. And, sure as the sun rises every day, one of the most important chess pieces became the North Western Frontier Province. And, in the NWFP there stood a mountain pass – the infamous Khyber Pass –which was of immense strategic value in safeguarding the approach into the subcontinent (a value it still holds!). To guard this pass, the British had recruited a small regiment composed entirely of Pashtun Tribesmen from the neighbouring Tirah and Malakand regions since they knew the land the best.

However, Tirah itself was not of much importance. Colonel T. H. Holdich, writing a few months after the end of hostilities in the campaign, says ‘It is a species of cul de sac, possessing little or no strategic value.’[1] And Malakand was much the same.

If that were true, why did the British and Indians spend months fighting the tribesmen of the regions and mobilise well over 100,000 troops for the cause? It is simple. The tribes guarding the Khyber Pass revolted, attacked their own men and took up positions all along the Khyber. While of utmost importance was the Khyber Pass, securing it was of no use unless the rebellion was put down.

The Frontier Campaign – 1897-1898‘Our little wars attract far less attention among the people of this country than they deserve. They are frequently carried out in circumstances of the most adverse kind. Our enemies, although ignorant of military discipline, are, as a rule, extremely brave and are thoroughly capable of using the natural advantages of their country.’ These were words written by author G. A. Henty when describing the Tirah and Malakand Offensives.[2]

Neville Chamberlain (yes, that Neville Chamberlain) wrote on the matter and Winston Churchill (yes, that Winston Churchill) was a young Second Lieutenant in the campaign and he too wrote on the matter extensively. It is their works that the remaining part of this article will rely upon.

The thing that is of utmost importance to understand is that the Tirah Campaign was one part of a larger conflict referred to as the ‘Frontier Matter’ by Churchill, with the entire conflict revolving around suppressing tribal rebellions in the NFWP. The Tirah Campaign which was an offensive against the Afridi tribes would take place simultaneously with the offensives against Pashtun tribes in Malakand and the offensive against the Mohamand tribes.

To tackle these rebellions, the Indian Army set up 2 distinct forces – the Tirah Field Force and the Malakand Field Force.

Composition of British Indian Forces1. Tirah Field Force - General William Lockhart, KCB[3]

a. 1st Division – Brigadier General William Symons

i. 1st Brigade
- 2nd Bn The Derbyshire Regiment
- 1st Bn The Devonshire Regiment
- 2nd/1st Gurkha (Rifle) Regiment
- 30th (Punjab) Regiment
- No. 6 British Field Hospital
- No. 34 Native Field Hospital

ii. 2nd Brigade- 2nd Bn The Yorkshire Regiment
- 1st Bn Royal West Surrey Regiment
- 2nd Bn 4th Gurkha (Rifle) Regiment
- 3rd Regiment of Sikh Infantry
- Sections A, B No. 8 British Field Hospital
- Sections A, C No. 14 British Field Hospital
- No. 51 Native Hospital

iii. Divisional Troops- Gurkha Scouts
- No. 1 Mountain Battery
- No. 2 (Derajat) Mountain Battery
- No. 1 (Kohat) Mountain Battery
- 18th Regiment Bengal Lancers
- 28th Regiment, Bombay Infantry (Pioneers)
- Two companies, Bombay Sappers and Miners
- Karpurthala Regiment
- Maler Kotla Imperial Service Sappers
- No. 13 British Field Hospital
- No. 63 Native Field Hospital

b. 2nd Division – Major General A. G. Yeatman-Biggs

i. 3rd Brigade- 1st Bn The Gordon Highlanders
- 1st Bn The Dorsetshire Regiment
- 1st Bn 2nd Gurkha (Rifle) Regiment
- 15th (The Ludhiana Sikh) Regiment
- No. 24 British Field Hospital
- No. 44 Native Field Hospital

ii. 4th Brigade- 2nd Bn, The King's Own Scottish Borderers
- 1st Bn The Northamptonshire Regiment
- 1st Bn 3rd Gurkha (Rifle) Regiment
- 36th (Sikh) Regiment Of Bengal Infantry
- Sections C, D No. 9 Field Hospital
- Sections A, B No, 23 British Field Hospital
- No. 48 Native Field Hospital

iii. Divisional Troops- No. 8 Mountain Battery, Royal Artillery
- No. 9 Mountain Battery, Royal Artillery
- No. 5 (Bombay) Mountain Battery
- Machine Gun Detachment, 16th Lancers
- 18th Regiment Bengal Lancers
- 21st Regiment Of Madras Infantry (Pioneers)
- No. 4 Company Madras Sappers And Miners
- Jhind Regiment
- Sirmur Sappers
- Section B Of No. 13 British Field Hospital
- No. 43 Native Field Hospital

  1. Malakand Field Force – Major General Bindon Blood[4]

a. The MFF had no divisions

b. 1st Brigade- Royal West Kent Regiment
- Highland Light Infantry
- 31st Punjab Infantry
- 24th Punjab Infantry
- 45th Sikhs
- No. 7 Mountain Battery

c. 2nd Brigade- The Buffs (Royal East Kent Regiment)
- 35th Sikhs
- 38th Dogras
- Guides Infantry
- 4 Company Bengal Sappers
- No. 7 Mountain Battery

d. 3rd Brigade- The Queen’s Regiment
- 22nd Punjab Infantry
- 39th Punjab Infantry
- 3 Company Bombay Sappers
- No. 1 Mountain Battery

e. Cavalry- 11th Bengal Lancers

The Tirah Field Force – Bravery of the Sikh TroopsTo get to Tirah, the Force had to march through demanding terrain and the feats of bravery in combat and mountaineering of the Indian Army have been well recorded. In one instance, some 250 men of an unspecified Indian artillery regiment were told to move their guns across a mountain pass. G. A. Henty, referencing the event, describes it as a ‘splendid feat’ when the 250 Indians led by 2 British officers brought the guns by hand (their horses having gone lame or died) through the mountain pass in just a few days through immensely deep snow.

In another incident, Chamberlain describes an attack by two unspecified Indian infantry brigades on a ridgeline (Dagrai Heights) thought to be impregnable on October 18, 1897. It took the two brigades a few hours to link up but when they did, it was found that they had only taken 9 or 10 casualties. He describes also the action of 3 regiments on October 20, 1897 – the Gordon Highlanders, the King’s Own Scottish Borderers and the 15th Sikhs whom he credits with saving a retirement of an infantry brigade from an overwhelming counterattack by the tribesmen saying ‘the retirement was only saved from being a disaster by the coolness under fire of those fine regiments’.

It is here worth noting that the 15th Sikhs and the Gordons had taken heavy losses in a surprise attack that very day suffering some 250 casualties among them. [5]

In another instance of bravery and complete dominance by Indian troops, a Sikh battalion was given the order to secure another height from the tribesmen. Led by a Punjabi officer with a British 2IC (2nd in Command), the Battalion overwhelmed the enemy position though they were outnumbered 5 to 1.

The Malakand Field Force – Sikh Troops Shine AgainChurchill[6] – known for his admiration of Indian and ANZAC troops in WW2 – narrates an amazing incident where a 62-man Sikh unit was surrounded and outnumbered by the enemy. The only nearby friendly force, some British cavalry, was unable to breakthrough and rescue the Sikhs. It appears that having accepted death, the bugle sounded charge and the outnumbered men rose out of their positions and – swords drawn – charged the pathans (general word for Afghan tribesmen). Not expecting this, the pathans simply ran for no known reason and the small Sikh unit cut down hundreds of the retreating Pathans.

Churchill also describes in detail the actions of a company of the 35th Sikhs which, during a defence, had become surrounded by the pathans. With the assistance of a squadron of cavalry, the Sikh troops of the 35th broke the encirclement and drove the vastly outnumbering Pathans into a small mountainous gulley where they were massacred by the Sikhs and the cavalry.

Henty, regarding the Malakand Campaign, relays the famous story of the handful of men from the 36th Sikhs that defended Fort Saragarhi against 10,000 tribesmen. However, that story deserves its own article!

In ConclusionFirst things first; while I have only discussed Sikh troops here, they by no means were the only brave soldiers. They were simply the ones I chose to focus on. Many different regiments were named and many soldiers were equally as brave. Secondly, the point of this article, as ever, is simply to shine a light on that which was not known and to exemplify the bravery of those unsung heroes.

What do you think of the Indian Campaigns of 1897? Let us know below.

[1] Col. T. H. Holdich, ‘Tirah’, The Geographical Journal, 12:4 (October, 1898)

[2] G. A. Henty, A Story of Chitral, Tirah and Ashantee (Blackie and Son; London, 1904)

[3] https://www.britishempire.co.uk/forces/armycampaigns/indiancampaigns/tirah.htm

[4] Churchill’s work

[5] Neville Chamberlain, ‘The Tirah Campaign’, Fortnightly Review, 63:375 (March, 1898)

[6] Winston Churchill, The Story of the Malakand Field Force (Longmans; London, 1898)

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There are believed to be well over 10,000 tiny homes in America today. But just where did tiny houses originate from? Here, Jennifer Dawson considers the history of tiny houses.

A tiny home in Portland, Oregon. Source: Weekend with Dee/Tammy, available here.

Tiny houses in the 1970s

Larger houses cause more damage to the environment – indeed, environmental concerns were one of the main reasons behind the tiny house. The 1970s is where the modern-day tiny house movement really began. In 1971, Matti Suuronen built The Venturo House. The ‘summer pod’ as it was also known was made from plastic, metal, wood, and acrylic-based glass. The house was fully portable as it came in just seven parts and no maintenance was required. Two years later, Lloyd Kahn and Bob Easton released the book ‘Shelter’. The book was about every tiny house that had ever existed, dating back centuries. This helped to raise awareness of tiny homes and get people to see how important they are in protecting the environment. In 1978, Michael Jantzen designed and built the ‘Autonomous Dwelling’. The dwelling was designed to be as eco-friendly as possible. It ran off solar power, harvested rainwater, and was made from green materials, including steel and cellulose.

Growth in demand

A book titled ‘Tiny Houses: Or How to Get Away From It All’ written by Lester Walker was published in 1987. The book was made up of photos and diagrams and showed people how they could get away from the hustle and bustle of daily life by hiding out in a tiny home. Perhaps the biggest leap in the tiny house movement came at the end of the century though. 1999 saw Jay Shafer launch the Tumbleweed Tiny House Company. Shafer is now known as ‘the man behind the tiny house trend’. Since 1999, his company has sold tiny green portable RVs to the public with great success.

A better way of life

Following The Great Recession, many people chose tiny houses because they had no other choice. But things have since changed and people are opting for tiny houses because they want to live in them. Downsizing your living space is financially better - many tiny homeowners have more savings than the average person. Living in a tiny home is also good for minimalism. The size of tiny homes is debated, but often seen as less than 400 square feet - so you can’t store lots of belongings in them. Less clutter makes life more functional and it even reduces stress levels.

A necessity

As previously mentioned, when the noughties came around, tiny homes became something of a necessity for some people. One in five workers lost their jobs following The Great Recession and many people had their savings completely wiped out. This made owning a traditional home impossible. But as tiny homes are around of course significantly than standard homes, they made it possible for people to keep a roof over their heads without taking on a large amount of debt.

Tiny houses have been around for years. They originally started as a niche trend. But as time has moved on, they’ve played an important role in more peoples’ lives.

Let us know what you think of tiny homes below.

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When European nations ‘scrambled’ for territory in Africa in the 1800s, the results were catastrophic for its indigenous peoples. A new scramble is now on and the jury is still out on whether Africans will actually benefit this time. Dan McEwen looks at ‘The Scramble for Africa’, then and now.

The 1884 Berlin Conference, as illustrated in "Illustrierte Zeitung"

‘Scrambling’ Everywhere But Africa

Blame Portugal. Ranked 109th by size, little Portugal was the first European country to make it big as a colonial power. Under Prince Henry the Navigator, Portuguese merchants were well ahead of the curve in the so-called ‘Age of Exploration’. Their trading ships had long been slowly feeling their way along Africa’s west coast and by the mid-1400s, their crews were making fortunes trading in slaves, sugar and gold.

While Christopher Columbus was famously sailing across the Atlantic in 1492 with visions of Oriental sugarplums dancing in his head, the intrepid Portuguese were defeating the Ottomans in a power struggle for control of the lucrative Arab/Indian trade routes. Victorious, they continued east, becoming the first Europeans to arrive by sea in China and then Japan. So toxic was their contact with the shogunate however, Portuguese traders were expelled in 1639 and Japan sealed itself off in two hundred years of self-imposed isolation from the West!

Another small nation, Holland, replaced the Portuguese, enabling The Dutch East India Company [VOC], to become the largest company to ever have existed in recorded history! Next came the Spanish, venturing westward from their possessions in Central America, laying claim to several Pacific islands, including the Philippines. The French, latecomers to the rush, established outposts in Indochina, Vietnam and on a sprinkling of Polynesian islands before being lapped by the British. Their world-class navy would resort to gunboat diplomacy to forcibly establish colonies in China. Later, the Germans, Americans and Russians likewise bullied their way into the Pacific.

Back in the western hemisphere, the British and French went head-to-head for supremacy in North America even as Spanish explorers, conquerors and settlers following Columbus’ lead, headed for the Caribbean and Central and South America. In their quest for "gold, glory, and God", in that order. Hernán Cortés conquered the Aztec empire in Mexico, at a cost of 240,000 Aztec lives and Francisco Pizarro followed suite, nearly wiping out the Incas by 1572.

"What happened after Columbus was like a thousand kudzus [weeds] everywhere,” laments author/historian Charles C. Mann.“Throughout the hemisphere, ecosystems cracked and heaved like winter ice.”

Indeed, the impact of all this “exploration”on native populations was apocalyptic. Between 1492 and 1600, 55 million people, 90% of the indigenous populations in the Americas, died from European diseases like smallpox, measles and influenza. This traumatic population loss caused chaos among the indigenous tribes, making them even easier prey for technologically-advanced European powers. And now it was Africa’s turn.

The First ‘Scramble’

History books call it ‘The Scramble for Africa’, making it sound like an innocuous party game. Africans call it ’The Rape of Africa’. By the mid 1800s, the European nations were elbowing each other aside in their headlong rush to plant their flag on African soil. Mostly it was about money.

As history professor Ehiedu E.G. Iweriebor at New York’s City University frames it; “The European scramble and the partition and eventual conquest of Africa was motivated by ...the imperatives of capitalist industrialization, including the demand for assured sources of raw materials, the search for guaranteed markets and profitable investment outlets.”

All this ‘scrambling’ made the imperialist governments as nervous as cats that a war would breakout in Europe over some far off colonial territory. To prevent this, wily, old Otto von Bismarck, the first Chancellor of a newly-united Germany, hosted a conference that still stands as an unparalleled act of racial and cultural arrogance. At the 1884 Berlin Conference, six European powers - Britain, France, Germany, Italy, Portugal and Belgium - sat around a table and divided the so-called “Dark Continent” among themselves, redrawing the map of the continent to create 30 new colonies.

The 110 million Africans who lived in those colonies were never consulted about the new borders. No Africans were invited to attend the conference and; “African concerns were, if they mattered at all, completely marginal to the basic economic, strategic, and political interests of the negotiating European powers,” says historian/author Thomas Pakenham. Between 1870 and 1914, “A motley band of explorers, politicians, evangelists, mercenaries, journalists and tycoons blinded by romantic nationalism or caught up in the scramble for loot, markets and slaves,” increased European control of African territory from 10 per cent in 1870 to almost 90 percent by 1914. Resistance was futile.

Although most African rulers bitterly contested being handed over to unknown foreign powers, they were no match for rapid-fire rifles, gatling guns and field artillery. Their many battles frequently turned into one-sided massacres. Despite a stunning defeat at Isandlwana, British redcoats rallied and crushed the two million-strong Zulu nation in nine weeks. The Boers conducted a campaign of genocide against the natives who resisted their occupation, driving 24,000 of them into the desert to starve. As many as 300,000 Namibians died in a famine engineered by the German colonizers to bring them to heel. Eight million inhabitants of the Congo were exterminated by their Belgium overseers through a barbarous system of forced labor dedicated to supplying rubber for European vehicle tires. [Ethiopia and Liberia were the only countries not colonized - Ethiopia defeated an inept Italian army at Adwa in 1896, and Liberia became a country that some of the Black populations of the Americas moved to.]

From ‘Civilizing’ to Conquering

The motives the colonizers ascribed to this flagrant land-grab were rooted in a bedrock belief in their racial supremacy over the non-white, 'lesser' races of the world. “The French colonial ideology explicitly claimed that they were on a "civilizing mission" to lift the benighted natives out of backwardness to the new status of civilized French Africans.” But it was the British who proved especially adept at this pernicious snobbery, believing they had some higher calling to drag their Africa colonies into the modern world. Like the Spanish, they had a slogan: ‘Commerce, Christianity and Civilization.’ [Note its money first, civilizing last, just like the Spanish.] And it seems they still believe that. In 2014, former British Prime Minister Gordon Brown was unapologetic in his defense of the country’s tarnished record. “The days of Britain having to apologize for its colonial history are over. We should celebrate much of our past rather than apologize for it.”

Tragically for Africa, it wasn’t just the Brits. “Almost without exception... [the colonization of Africa] is a story of the rankest greed enforced by disgusting levels of violence against the native Africans. In colony after colony, all the brave talk about white man’s civilization and justice and religion turned out to hypocritical garbage,” accuses professor Patrick Bond at the University of KwaZulu-Natal in Durban.

Still other African scholars contend the partitioning of tribal lands into those 30 colonies had the most enduring affects on the African peoples. A 2016 study found that, “by splitting ethnicities across countries, the colonial border design has spurred political violence. Ethnic partitioning is systematically linked to civil conflict, discrimination by the national government, and instability. The study, which included more than 85,000 households across 20 African countries found that “members of partitioned groups have fewer household assets, poorer access to utilities, and worse educational outcomes, as compared to individuals from non-split ethnicities in the same country.” Furthermore, conflicts in partitioned lands are deadlier and last longer.

After World War Two, the victors assumed that decolonization would solve all these problems, and between 1945 and 1960, three dozen new states in Asia and Africa achieved autonomy or outright independence from their European colonial rulers. Alas, in state after state, the transition to independence led to violence, political turmoil, and organized revolts that only added to the misery of endemic poverty, hunger and disease. Tellingly, a comparison of 18 African countries found that only six saw economic growth after achieving independence.

Regrettably, most of the continent’s 54 countries remain devastated by; “...crippling rates of poverty, hunger, and disease.” 62% of Africans have no access to standard sanitation facilities. Only 43% have access to electricity and the internet. According to the World Health Organization, sub-Saharan Africa remains the region with the highest under-5 mortality rate in the world. Yet there’s a cautious optimism that Africa’s fortunes are finally about to change for the better.

The New Scramble

By the usual standards of measurement, Africa is poised on the cusp of greatness. In 2019, six of the world’s 15 fastest growing economies were in Africa. The continent has a booming population of 1.3 billion and will soon outnumber the Chinese. This brings with it a “demographic dividend”: the average age in Africa is 19, meaning there’s a huge and growing pool of labor at a time when labor forces in more advanced countries are aging fast. Importantly, a major impediment to economic development is finally being addressed.

The continent’s colonial-era infrastructure remains one of the biggest drags on economic growth. “Africa’s new national states were so small and economically weak that they could not, without giant loans, even begin to embark on the policies of national development they eagerly promised,” writes investigative journalist Lee Wengaf. No nation had the economic wherewithal resources to take on the kind of major projects – highways, railroads, power dams and sea ports – needed to compete in the global marketplace. “Hobbled with weak infrastructures...and insufficient capital to technologically advance, these economies fell increasingly behind.”

China is changing all that. The bottomless pockets of the Chinese Communist Party (CCP) have already shelled out billions in funding for 200 major infrastructure projects that promise to truly modernize the continent. Beijing’s willingness to invest in Africa long-term is particularly embarrassing to those ‘civilizing” European powers who never quite got around to it. Governments and businesses from all around the world are rushing to strengthen diplomatic, strategic and commercial ties. From 2010 to 2016, more than 320 embassies were opened in African nations. Facebook and Google are madly laying rings of cables around the continent to improve internet connectivity.

However, to many, the new scramble looks a lot like the old one. The Financial Times commented that China’s pattern of operation in Africa, “draws comparisons with Africa’s past relationship with European colonial powers, which exploited the continent’s natural resources but failed to encourage more labor-intensive industry.”

Dylan Yachyshen of the Foreign Policy Research Institute agrees, warning that; “Accompanying its ambitious infrastructure projects, Chinese state banks made massive loans to African states, employing debt-trap diplomacy that renders states subservient to Chinese interests if they cannot pay. Though China has not established colonies, the trajectory of its activity in Africa parallels that of the infancy of the ‘Scramble for Africa’.”

Iranian-American journalist and historian John Ghazvinian put it much more forcefully in Untapped: The Scramble for Africa’s Oil. “Foreign oil companies have conducted some of the world’s most sophisticated exploration and production operations…but the people of the Niger Delta have seen none of the benefits. While successive military regimes have used oil proceeds to buy mansions in Mayfair...many in the Delta live as their ancestors would have done hundreds, even thousands of years ago.”

What is to be done? Patrick Lumumba, a lawyer specializing in African laws argues persuasively that the continent’s nations must unite in a pan-African economic union similar to the EU with a single passport, a single currency and a single army as essential prerequisites for African nations to take control of their own destinies.

“We [African nations] are weak politically, we are economically weak, socially we are disorganized, culturally and spiritually we are confused. As long as we remain as we are Africa will be re-colonized in the next 25 years.”

What do you think of the ‘Scramble for Africa’? Let us know below.

Now, read Dan’s article on the lessons from World War I here.

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Francisco Solano Lopez was president of Paraguay from 1862 to 1870. He led the country during one of the most devastating defeats in all history – the War of the Triple Alliance. Here, Erick Redington continues this fascinating series by looking at the outbreak of the War of the Triple Alliance and how Paraguay ended up facing Brazil, Argentina, and Uruguay in the war.

If you missed it you can read part 1 on the early life of Francisco Solano Lopez here.

The 1865 Battle of Riachuelo during the war.

While the immediate casus belli was caused by the seizure of a Brazilian steamer, the real beginning of the war was the Paraguayan invasion of the Brazilian territory of Mato Grasso. While a Paraguayan offensive against Brazil might look insane by referencing a map, the true balance of forces held more than a cursory glance would tell.

When Brazil entered the Uruguayan War, the Marshal grew worried about the balance of power. He understood that in a conventional military sense, Brazil would heavily outweigh tiny Paraguay. Brazil had a significantly larger population, and a much larger navy. What Paraguay had was a people used to hardship and deprivation. The habituation of following orders came naturally to people who grew up in a police state. This discipline and iron will would be what allowed a small nation to take on almost all of its neighbors and fight a long war of attrition against all odds.

To mitigate the significant Brazilian advantages in population, resources, and space Marshal Lopez introduced universal conscription. Paraguay had a prewar population of about 450,000 so every available man had to be called to service. Raising this force was easier than arming and equipping it. Although Marshal Lopez's father had attempted to modernize the economy, and had made some impressive strides, no industrial base existed to meet the immediate needs of the army, let alone expand it to levels never before seen in the country. Little prospect existed for importing arms as well. Brazil's large navy had no problem declaring a blockade of the La Plata and on all Paraguayan river traffic. Throughout the war, Paraguay would be short ammunition, uniforms, artillery, food, and other war material. These shortages would only grow worse as all available men in the country were absorbed into the army. Arms would be inadequate as well. As the world's armies were transitioning to breech loading rifles and artillery, the Paraguayans would have smoothbore muskets little changed from before the Napoleonic Wars (except the Marshal’s personal bodyguard, which was always armed with the latest breechloading rifles). Despite the lack of modern equipment and supplies, the Paraguayan soldiers would show themselves capable of superhuman efforts.

A major issue facing the Paraguayan army was the officer corps. Marshal Lopez had been Minister of War since 1855 and had handpicked the officer corps. Although some officers were foreign specialists in artillery and engineering, the line officers had been chosen based upon personal loyalty to the Marshal. Many of these officers were barely literate and did not have the type of training in military affairs that he had received. Lack of training and incompetence would be exhibited throughout the war with poor logistics and tactical handling of the troops in battle. Bravery and obedience were the two primary weapons in the Paraguayan arsenal.

The lack of arms led the Marshal to order as his first offensive action of the war to invade the Brazilian province of Mato Grosso. While there, the Paraguayans burned a few villages and planted the Republic’s flag on Imperial territory. More important was the large quantity of Brazilian arms captured. These supplies would help alleviate the Paraguayan shortages throughout the first year of the war. Although the Marshal's armies would very quickly return to their territory, the invasion would nevertheless be an embarrassment to the Brazilians while providing a morale boost to the Paraguayan forces.

Creation of the Triple Alliance

In another opening move, Marshal Lopez wanted to send reinforcements to his Blanco allies in Uruguay. While this may have been sound strategy, it would be a costly mistake and show the Marshal's impetuousness. In looking at a map, it is easy to see that Paraguay does not border Uruguay, making it difficult to directly send men to the Blancos. Due to this fact, Marshal Lopez requested of the Argentinian government permission to cross their territory to reach Uruguay. The President of Argentina, Bartolome Mitre, was in no mood to accommodate Paraguay. In the recent civil war in Argentina, Paraguay had sent troops to support Blanco-aligned rebel groups. Mitre was suspicious of Paraguayan motives, and the Marshal's large army. With control of his own country uncertain Mitre knew his country could not afford to become a base for the Paraguayan army to operate against Brazil. When the request reached him to allow the Paraguayan army to cross Corrientes province, it was refused. Since the Paraguayans did not have control of the river, there was no other way to reach Uruguay, so the Marshal ordered his troops to enter Argentina anyway. Lopez, already at war with Brazil and Uruguay, then declared war on Argentina, occupied the city of Corrientes, and declared the annexation of several Argentinian provinces.

With the declaration of war against Argentina, Brazil, Uruguay, and Argentina would sign a formal alliance for the conduct of the war. This treaty covered many of the things a normal treaty would cover, but there were several important parts. First, the Allies agreed to fight the war until the Government of Paraguay was overthrown. This meant the removal of Marshal Lopez as President and the dismantling of his government was a definite war aim. It further stated that the Allies agreed to respect the territorial integrity and independence of Paraguay while also delineating the future boundaries of the nations after the war, dismembering Paraguay in the process. The treaty was supposed to be secret, but very quickly made its way to the British, who then published it to the world, eventually making its way to the Paraguayans. Of course, a treaty which promised his deposition would enrage Marshal Lopez, and only furthered his resolve to fight the Allies to the finish. The Allied plans to carve up the country would go on to be very helpful for the Marshal’s propagandists to rally support for the war.

What was he thinking?

What could have led to such rashness? In the Marshal's mind, he had a window of opportunity to strike at the Brazilians occupying Uruguay before they had the chance to completely destroy the Blancos. Also, Paraguay had mobilized a large army. If it could use that army to strike the Argentinians first and knock them out of the war with one bold strike, his position would be significantly strengthened. Argentina had been weakened from near constant internecine strife and was not as strong as it first appeared. President Mitre was a successful general but knew his country's weaknesses, especially how divided it was. While many historians have viewed the Marshal's decision to take on the two biggest powers in the region as borderline insane, it was not quite as reckless as it appears with hindsight.

But it was still reckless. This goes to another of the Marshal's character traits. He believed himself to be a brilliant military commander. He had studied the military all his life, after all. He had observed the Crimean War firsthand. He did believe in his own brilliance, and expected others to believe it as well. Raised on tales of great Napoleonic battles such as Austerlitz and Marengo, the Marshal's lesson from his historical studies was that fortune favored the bold, decisive stroke. So, he struck, and furthered the odds against himself long-term.

Marshal Lopez had a view of the Allies facing him that did not necessarily match reality and contributed to his overconfidence. For many years, Paraguayan propaganda had portrayed a very racist view of Brazilians to demonize them. Brazil was one of the last slave societies in the western hemisphere. Many of Brazil's wealthiest elites owned slaves. Although the Emperor was personally against slavery, he had found himself unable to abolish the institution. Due to the large numbers of Brazilians of African or mixed African decent, many Paraguayans held racist beliefs and stereotypes of Brazilian soldiers. Marshal Lopez would call Brazilians "monkeys" throughout the war.

His view of the Argentinians and Uruguayans was more charitable. He believed, and made many public statements, that Argentinians and Uruguayans were being used as "tools of the Empire" and, if they could only see the light, their opposition to him and his policy of the balance of power would disappear. Marshal Lopez seemed to genuinely believe in his own purity of motives for this war. Of course, any dissent from anyone under his power would be punished severely and no opposing views to this belief were heard in the Paraguayan capitol.

This is one of the great downfalls of all-powerful dictators. They are caught in a self-confirmation bubble from which no unpleasant or dissenting information can reach. When he believed that the Argentinian and Uruguayan people would support him, no one was there to warn him of the insanity of that belief. Marshal Lopez, convinced of his own righteousness and brilliance, had no way of gaining an accurate picture of the situation his country was facing early in the war.

Allied Squabbling

While the early attacks prevented the Allies from fully coordinating their war effort, the Paraguayans did not have the reserves of manpower and resources to sustain a war winning offensive. The Paraguayans could not even reach Uruguay. There was very little chance they could reach Buenos Aires. They had as much chance of capturing Rio de Janeiro as they did Paris or London. Once the Allies were able to coordinate themselves, the Paraguayans would have to stop the attacks and husband their strength.

The Allies did begin to bicker amongst themselves. The Allied land commanders were counting on the Brazilian naval commander, the Baron of Tamandaré to clear the riverbanks for an advance against the Paraguayans. The humiliation of the successful raids by the Paraguayans led to Allied commanders on land to blame Tamandaré for their failure to advance. Alliance land forces were to be under the overall command of President Mitre, himself a general. As the initial encounters were under the command of Argentinian and Uruguayan generals, this scapegoating of the Brazilian admiral who commanded the naval forces created further strains in the Alliance. Unity of command would be one major advantage the Marshal would have over his opponents throughout the war. The allies were unsure of each other, jealous and unsparing of criticism. Marshal Lopez had total control of the troops under his command, while loyalty and fear inspired unquestioning obedience to his orders.

Preparations for Defense

During the time Paraguayan forces were on Allied territory, the Marshal would take the opportunity to fortify the homeland in preparation for Allied invasion. After all, he had studied artillery and engineering since his teenage years and had observed early trench warfare on the Crimea. Terrain was the vital factor in the defense of Paraguay. Swampy and crisscrossed by multiple unfordable rivers, there were few natural avenues of invasion. The road network, despite the modernization efforts of President Carlos Lopez, was poor and no roads were all weather. The climate was tropical which led to infestations of insects, especially mosquitos. Where there are mosquitos, there are camp diseases such as malaria and yellow fever. The longer an army sits in one place the more unsanitary the area becomes, leading to more mosquitos and more disease including that great killer of 19th century armies, dysentery, which comes from polluted water. All these factors went into the building of one of the most formidable fortresses in the Western Hemisphere, Humaitá.

To maintain their supply and have secure communications, the Allied armies would have to advance up the river system to invade Paraguay. The Marshal would turn all his talents to defending a bend in the Paraguay River at Humaitá. A fortified post had existed here since independence, but large-scale fortification had started under the elder Lopez stemming from fears of Argentinian invasion. By creating a large fort capable of heavy artillery emplacement and a strong garrison, the Allies would be unable to pass farther up the Paraguay River, and any ship attempting to run past the guns of the fort would have to slow down at the river bend and be blown to pieces. The landward side was covered by swamps and the approach was difficult. The defense of this fortress, and the Allied frustrations in attempting to take it, would define the next stage of the war.

For the Marshal and the Paraguayan people, the defense of Humaitá and what would follow would become the national epoch, a symbol of the national will and the determination of the Paraguayan people to defend their independence. This fortress would be the primary reason for the war lasting as long as it did. For Marshal Lopez, it would be the one thing that kept the Allies from defeating him and overthrowing his government. The survival of the army and the defenses of the Republic would determine if Paraguay itself survived. Everything would come down to Humaitá.

What do you think of the outbreak of the war? Let us know below.

Now read part 3 on devastating battles for both sides here.

Further Reading

Saeger, James Schofield. 2007. Francisco Solano Lopez and the Ruination of Paraguay: Honor and Egocentrism. Lanham, MD: Rowman & Littlefield.

Whigham, Thomas L. 2002. The Paraguayan War, Volume 1: Causes and Early Conduct. Lincoln, NE: University of Nebraska Press.

———. 2005. I Die with My Country: Perspectives on the Paraguayan War, 1864-1870. Edited by Hendrick Kraay. Lincoln, NE: University of Nebraska Press.

———. 2017. The Road to Armageddon: Paraguay versus the Triple Alliance, 1866-70. University of Calgary Press.

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In the world of 17th century Russia, women had no rights. The daughters and sisters of the Russian Tsar were kept in a terem, an apartment usually located at the top of a large Russian house, where they spent their lives in isolation and boredom. The world heard of them twice in their lifetimes – with the announcement of their births, and with the announcement of their deaths. From these circumstances, Sophia Alekseyevna rose to rule all of Russia as regent from 1682 to 1689.

Jurij Cerkovnik explains.

Sophia Alekseyevna in the 1680s.

Early Years

Born in 1657, Sophia lived in a terem in her early childhood, but somehow persuaded her father, Tsar Alexis, to break with tradition and allow her to share the lessons of her younger brother Fedor. Together they studied under an eminent scholar, Belorussian monk Simeon Polotsky, who found Sophia to be ‘’a maiden of great intelligence and the most delicate understanding, with an accomplished masculine mind.’’ Securing an education at such an early age proved to be one of her greatest triumphs as it laid the foundation for her later life.

She was nineteen when her father, Tsar Alexis, unexpectedly died, and her younger brother, fifteen years old at the time, became Tsar Feodor III.

Sophia took the opportunity to further break with tradition. Throughout the reign of her little brother, she began to emerge from the terem to attend councils of state and gradually became included in conversations and decisions, allowing her political views to mature and her confidence in her abilities to grow. With time, she came to understand that her intellectual powers and abilities matched those of the men around her; the only barrier to supreme authority was her sex and the traditions of 17th century Russia.

The Boyars

In 17th century Russia, a dozen ranks of nobility stood beneath the Tsar, the highest of which were the boyars who came from princely families with hereditary land titles. These noblemen made up the Tsar’s court, sat in his councils, and competed for the chance to marry their daughters to the ruler of Russia.

Sophia’s mother Maria was Tsar Alexis’ first wife. She came from the powerful Miloslavky family, but in March 1669, Maria died in childbirth. She had born the Tsar thirteen children. Five were boys, but only two would long survive her – Sophia’s brothers Feodor and Ivan, both of whom suffered from severe health issues.

Tsar Alexis, determined to secure the succession, decided to marry again, this time to a woman named Natalya Naryshkina and on May 30, 1672, Natalya gave birth to a little boy history remembers as Peter the Great.

With the death of Tsar Alexis in 1676, his eldest son Feodor became Tsar and, for the time being, the power of the Miloslavsky family was secured. Sophia had the chance to increase her involvement in politics and spread her influence, but when Feodor died six years later, the tensions between the Miloslavkys and the Naryshkins came to a head.

Feodor died without children. The two possible successors were his younger brother Ivan, sixteen at the time, and Peter himself. Ivan was half-blind and had a severe speech impediment, so the ten-year-old Peter was selected as the successor – it was assumed his mother Natalya would rule as Regent until Peter reached his majority.

For Sophia, Natalya’s Regency proved to be an existential threat. History suspects several individuals of being responsible for the upheaval that followed, but only Sophia found herself threatened with seclusion in a convent for the rest of her life. She saw the opportunity to live a meaningful life slipping through her fingers and it was that fact more than any other than most likely gave her the courage to attempt to overthrow Natalya’s regime.

The Revolt of the Streltsy

The Streltsy were the first professional soldiers in Russia. Formed by Ivan the Terrible, they soon became the key to power in Moscow.

The Tsar provided them with food and housing, but in peacetime, they did not have much to do and began to engage in trade. Due to their membership in the army, they paid no taxes and soon became very rich, making them less and less interested in soldiery.

The Streltsy hated foreigners and any threats to the orthodoxy, believing a change in the status quo might endanger their position. As such, they did not look kindly upon the Naryshkins and the new Regent Natalya – she had brought Western influence to court when she became Tsar Alexis’ wife.

Sophia fanned the rumors that began to spread among the soldiers. During her brother’s funeral, she had followed the hearse on foot, weeping openly, and suggested Feodor did not die of natural causes. The gossip took off from there. People claimed Ivan had been pushed aside in favor of Peter and now that the Naryshkin’s schemes had succeeded, Natalya and her family would wage an all-out assault on Russian traditions and values. The Streltsy came to hate Natalya and the rest of her family, and it took but a single spark to start the fire.

On the morning of May 15, 1682, two men rode into the Streltsy Quarter (one of them was Peter Tolstoy, an ancestor of the famous writer Leo Tolstoy). They shouted that the Regent Natalya had murdered Ivan. The Streltsy went into a frenzy – they mustered their forces and marched on the Kremlin.

Three days of carnage followed during which Regent Natalya’s brother and her closest advisor were both murdered, along with scores of noblemen. That Ivan still lived did not dampen the Streltsy’s interest in carnage.

When the horror came to an end, Sophia assumed power. She was the natural choice; Natalya was overwhelmed by the tragedy that struck her family, Peter himself was a boy of ten, and some of the most powerful men at the Kremlin had been killed in the chaos.

Sophia quickly pacified the Streltsy, then forced another coronation, this time of her younger brother Ivan. Because Peter had already been crowned Tsar, it was determined that Ivan and Peter would rule as equals, the first time in European history that such an event came to pass – all thanks to Sophia’s cunning maneuvering.

With her younger brother safely installed, Sophia had secured her position as Regent and ruled Russia for the next seven years.

Sophia’s Regency and Downfall

Sophia’s reign proved to be a delicate balancing act. The people accepted her Regency and government, but she had to tread carefully so as to never make it seem as though she might usurp power from Ivan and Peter. She tried to declare herself an autocrat on numerous occasions, of course, but never successfully, and she always made sure to back down before too much damage was done to her reputation.

Her greatest success as a ruler is inextricably tied to the cause of her downfall. In a peace treaty with Poland, Sophia secured the control of Kyiv under the Russian state, but in exchange, she was forced to launch two disastrous military campaigns against the Crimean Tatars.

It was after the end of the second failed campaign that Peter rose and challenged his half-sister. Disgusted by the military disasters and tired of wondering if his half-sister meant to kill him, the now seventeen-year-old Tsar gradually began to assume control. Sophia found herself powerless to stop it. She attempted to incite another revolt of the Streltsy but failed because circumstances had changed. When she first rose to power, Peter had been a young boy while Ivan was a sickly adult uninterested in ruling.

The second time around, Peter was a grown man. Sophia could not overcome the realities of her gender; the Streltsy, the Russian clergy, and the rest of the people were unwilling to follow a woman over a male Tsar.

Conclusion

Tsar Peter exiled or executed Sophia’s main supporters and banished Sophia to a convent outside of Moscow, where she spent the remaining fifteen years of her life. She died on July 3, 1704, at the age of forty-six.

The impact of her life cannot be exaggerated. Before her arrival, it was inconceivable for the Russians to imagine a female ruler, but after the death of Peter the Great, four empresses would succeed him. The life of an 18th-century Russian woman was light-years ahead of the life of a 17th-century Russian woman, and it is thanks to Sophia’s character and strength that such massive strides were made.

Sophia Alekseyevna was a woman who, like many before her, found her life controlled by the realities of her era, but stepped forth in spite of the risks, seized control of her life, and altered Russian history.

What do you think of Sophia Alekseyevna? Let us know below.

Sources

Massie, Robert K. Peter the Great: His Life and His World. New York: Ballantine Books, 1980, pp. 19-107

https://www.encyclopedia.com/women/encyclopedias-almanacs-transcripts-and-maps/sophia-alekseyevna-1657-1704

https://en.wikipedia.org/wiki/Sophia_Alekseyevna_of_Russia

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The American Revolutionary War evokes images of farmers and tradesmen putting down their tools for muskets, ordinary citizens stepping into roles otherwise foreign to them, and a willingness to fight and die for freedom. While the images in our minds of those doing so may flash from iconic officers like General George Washington, to simple privates plowing their way from New England to the mid-Atlantic and back again, history has shown us that not all those who took up arms for the fledgling republic were men. America’s first recognized female soldier, Deborah Sampson, would be a blazing example of America’s women being active in this founding conflict.

Jacqueline Nelson explains.

Portrait of Deborah Sampson. Front of The Female Review: Life of Deborah Sampson, the Female Soldier in the War of Revolution.

Origins

Deborah Sampson was born in 1760 and raised near Massachusetts’ original colony, Plymouth. She was, in fact, believed to be a descendent of both Myles Standish and Governor William Bradford. However, these deep roots would not be enough to save the Sampson children from poverty. Her father, Jonathan, was either lost at sea or abandoned the family when she was only five, and her mother was forced to ship her and her siblings off, individually, to family members willing to take them in. Then, when she was ten, Sampson was bound as an indentured servant and completed her term by eighteen. After, she would work as a teacher and weaver for several years.

At age twenty-one, Sampson went headlong into a war that had been raging for seven years. In 1782, she joined the Fourth Massachusetts Regiment as a volunteer under the alias of Robert Shurtleff/Shurtliff. Recently, a diary belonging to her neighbor was discovered which indicates that she actually tried this scheme earlier that year but was turned away because her disguise must not have been quite up to it. Dressing as a man was not only scandalous, but also illegal for the women of Massachusetts. As a result, she would be demonized by the local church. However, she would not be around to actually face their vitriol, as she tried again in May 1782, forty miles away from home, and was successfully enlisted.

Historians have long questioned why she would venture so willingly into a conflict that had already taken many American lives and had seen devasting conditions for soldiers like those infamous winters in Valley Forge and Morristown. In truth, women can be just as politically, patriotically, or emotionally driven to service as the men of their time. Similarly, as a woman who had lived in poverty her whole life, the promise of regular pay, enlistment bonuses/bounties, and other incentives for soldiers were also just as appealing to women as they were to the men.

Service

Once enlisted, she would be assigned to West Point, where she served in the Light Infantry Troops. This demanding posting required soldiers to almost constantly be on the move, scouting the enemy, and when necessary, skirmishing with both English soldiers and Loyalist militia. Sampson’s tenure in the service is one that is debated, not in terms of her actual participation, which is undeniable, but her experiences while serving in the light infantry.

Sampson would not escape the war unscathed, and the injuries she sustained are a great example of that debate around her experience in the war. In one skirmish she is said to have received a nasty gash across her forehead from an opponent’s sword, which was treated at a field hospital, but in that same engagement she took two iron balls in her left thigh. Knowing that she would be discovered if this wound was treated, she slipped out of the hospital and back to her own tent, where she is said to have dug one piece of shrapnel out of her leg using a pen knife. Being unable to reach the other, she stitched up her wound with a simple sewing needle and lived the rest of her life with the shrapnel in her leg. Other sources indicate that she was shot in her shoulder and dug the iron ball from there.

Through it all, Sampson had been remarkably adept at keeping her identity secret, but she could not evade discovery forever. After serving for more than a year, she came down with a severe fever while serving outside Philadelphia in the summer of 1783. Her fever became untenable, and she fell unconscious. Not unlike a modern field medic or even your average EMT, medical providers often have to remove clothing to examine the body during treatment. When Dr. Barnabas Binney discovered that Robert was really Deborah, he could, as many would, report this to the closest officer and have her booted out immediately. Instead, he helped her continue to conceal her identity, temporarily, bringing her to his home, where his wife and daughters help to provide her care until she was well enough to return.

Shortly after her return, Dr. Binney would reveal her identity to her commanding officer, General John Paterson. Paterson would give her an honorable discharge on October 23, 1783, one month after the Treaty of Paris was signed, and seventeen months after she joined the army ranks. Some sources even indicate she received the discharge from General Henry Knox, one of Washington’s closest advisors.

Legacy

Sampson would return to civilian life, marrying and having children, but she continued to struggle with poverty. Like many soldiers, her service did not come with all the rewards it was meant to. Thus, in her later years, she went on a year-long tour, at times in uniform, to lecture about her times in the service. She would also be among many soldiers who pushed for a military pension in rightful compensation for their service, though, sadly, she would not see it before she passed away at age 66. Still, Sampson would be the only woman to be awarded that pension, after much lobbying of Congress from her husband, those who saw her speak, and even founding fathers like Paul Revere and John Hancock. The committee reviewing her case came to the ultimate conclusion that the entirety of the Revolution, “furnished no other similar example of female heroism, fidelity and courage” than that found in Sampson. Sadly, they would come to this conclusion in 1837, ten years after she had passed away.

Sampson is the first recognized woman to join the ranks in the service of America, and in doing so she is the bedrock upon which American servicewomen would build. Hundreds of women are cataloged as having similarly disguised themselves as men to serve in the Civil War. Thousands would serve in the World Wars without the need for concealment through the demand for designated female branches in the armed services. Eventually, progress would lead to the integration of the armed forces, and the continued barriers being broken for women in the service today. Sampson’s headstone reads, “The Female Soldier”, and thankfully, her legacy was just the first of many.

What do you think of Deborah Sampson? Let us know below.

References

Cowan, Alison Leigh. “The Woman Who Sneaked into George Washington’s Army.” New York Times, July 2, 2019. https://www.nytimes.com/2019/07/02/arts/design/the-woman-who-sneaked-into-george-washingtons-army.html

Michals, Debra. “Deborah Sampson.” National Women’s History Museum, 2015. Accessed 10/30/2021. https://www.womenshistory.org/education-resources/biographies/deborah-sampson

“Revolutionary War Diary Reveals New Details about Deborah Sampson, Who Disguised Herself as a Man to Join the Continental Army.” Museum of the American Revolution, July 3, 2019. Accessed 10/30/2021. https://www.amrevmuseum.org/press-releases/revolutionary-war-diary-reveals-new-details-about-deborah-sampson-who-disguised-herself-as-a-man-to-join-the-continental-army

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We frequently hear about the long-standing “Special Relationship” between the United Stated and Great Britain. In the twentieth century, the two powers bonded closely even as one waxed and the other waned. One superpower replaced another—without armed conflict between them. Only this once has that happened. Peter Deane explains the basis of this relationship through naval agreements from 1928 to 1930.

Herbert Hoover’s inauguration in 1929.

When one considers the “Special Relationship”, one often thinks of Prime Minister (PM) Winston S. Churchill, who made famous the phrase after World War Two (WWII), and President Franklin D. Roosevelt. But the real start was in 1929, by President Herbert C. Hoover and Prime Minster J. Ramsey MacDonald. A brief window for foreign policy progress was open, before the Great Depression took hold, when the negotiations leading up to the London Naval Conference of 1930 (LNC) took place. Hoover’s motivations in particular were unsentimental, and neither man sought an alliance. From this distance, the LNC itself seems history trivia: a disarmament conference that did not prevent WWII. However, the Anglo-American negotiations leading up to it left a lasting peace. After 1929, the Empire and the Republic may have had friction, but never was there a question of hostility. As late as 1928 this was not true.

The Situation through 1928

The nineteenth century saw alternate Anglo-American cooperation and friction. The Empire and the Republic shared a common language and some history. In 1902 the Anglo-Japanese Alliance Treaty seemed to Americans to be directed at their new Pacific power. The British interdiction of neutral American trade with the Central Powers during World War One (WWI) was a potent source of hostility among some Americans, particularly within the United States Navy (USN). Naval policy was a primary reason that the USN role was to safeguard belligerent rights, better known as “freedom of the seas”; i.e., American shipping and commerce; i.e., the American economy. The Naval Act of 1916 authorized a Navy “second to none”, but not one particularly suited to war against Germany. All knew the U.S. could out-build any island empire. The U.S. entered WWI only after Germany became a greater hindrance to American shipping than was Britain.

American entry into the Great War papered over the belligerent rights issue, as did post-War disillusionment among the victors. Pacifist sentiment among them in reaction to the War led to a round of agreements in 1921-1922 aimed at disarmament as a means of war prevention. Among them were the Four Power Treaty which replaced the Anglo-Japanese Alliance, and the Washington Naval Treaty which formalized Anglo-American “parity” in capital ships. The post-War Empire simply did not have the resources to out build the Republic.

This predicament sat poorly with some Britons. Churchill wrote that while many thought an Anglo-American war was unthinkable, “everyone knows that is not true…. Evidently on the basis of American naval superiority, speciously disguised as parity, immense dangers overhang the future of the world.” Britain nevertheless enjoyed a merchant marine quintuple the size of the American, with accompanying commercial advantages and many of which vessels could be armed, along with a worldwide set of fueling stations. The American code name for such a war was “War Plan Red.”

Anglo-American agreement on further naval limitation fell through in 1927 at a conference in Geneva. Many on both sides of the Atlantic felt that the collapse of the talks was due to domination of the talks by the respective naval staffs, who would not compromise. The next year an Anglo-French disarmament compromise was proposed, which primarily limited the class of naval vessels the USN valued most. (This was in part due to French concerns that an Anglo-American rapprochement would distract Britain from its ties with France.) President Calvin Coolidge pulled out of further disarmament talks and signed the Naval Construction Act of 1929 to build more of the non-treaty vessels.

Rivalry had officially resumed. International consensus was that a multinational disarmament treaty required the Empire and the Republic to settle their naval competition first.

But in 1928, a new President was elected, who endorsed not only the naval construction bill if it proved necessary, but also naval reduction (not just limitation) by treaty if possible.

1929: The Statesmen

The new President later recorded in his Memoirs that among basic goals of his administration was:

“Elimination of friction with Great Britain.

a. By ending naval competition.

b. By ending British expansion of air and naval bases in the Western Hemisphere.

c. By settling one major conflict over freedom of the seas by immunizing food ships from submarine attack in time of war.”

His Secretary of State, Henry L. Stimson, wrote of his own positions: “He inclined to place primary emphasis on the re-establishment of understanding with Great Britain; returning … to the Atlantic coast he had been shocked to find that anti-British sentiment had greatly increased…. Being himself a confirmed believer in the vital importance of firm Anglo-American friendship, he at once determined to make the repair of relations with Great Britain a cardinal objective…. The obvious first step was to reach agreement on naval limitation … but it was the restoration of understanding with Great Britain that he put first.”

The President was of Quaker upbringing and saw the proper role of the USN as defense of the Western Hemisphere. (The Philippines was to become independent.) The navy was adequate to the task as it was and could be reduced significantly, with much money saved—if Great Britain was amenable. American civilians saw war with Britain as unimaginable. Friction could only be eliminated by civilian leaders.

That same Spring, MacDonald became Prime Minister. He was felt to be something of an Americanophile. Both he and the Foreign Office wanted better relations with the United States and saw naval disarmament talks as the means to that end.

1929: Preliminary Negotiations

Hoover started in March by making statements favoring disarmament. On April 22, Hugh S. Gibson, American ambassador to Belgium and previous disarmament negotiator, proposed that the U.S. was prepared to develop “a method of estimating equivalent naval values”, such that parity did not mean identicality. (This method was not specified.) Soon known as the “yardstick”, the proposal was received with enthusiasm in both nations—a breakthrough in the naval disarmament issue. “What is wanted,” Gibson concluded, “is a common-sense agreement, based on the idea that we are going to be friends and settle our problems by peaceful means.” One British periodical called it an “American declaration of peace to Britain.”

In May, Hoover sent as an informal emissary to MacDonald, a journalist named Edward P. Bell, to gauge his thoughts about the matter and relations more generally. These included a possible (unprecedented) visit by the PM to the U.S. for direct talks with the President. The reply Bell cabled to Hoover: “HAVE AUTHORITY MACDONALD STATE THAT IF YOU INVITE HIM VISIT YOU WASHINGTON CANVASS WHOLE QUESTION BRITISH-AMERICAN RELATIONS HE WILL ACCEPT WITHIN TWENTY FOUR HOURS.”

Hoover was taken aback by the enthusiasm. On June 18, the newly-arrived American ambassador, Charles G. Dawes, gave a prominent speech in which he reiterated the principle of parity and civilian control of negotiations. Dawes was left with the details to negotiate. He and MacDonald did so over the following few months. By the fall, most issues had been agreed. The bulk of issues need to be resolved before MacDonald could visit, not least of all because the Americans wanted to be sure MacDonald would receive a friendly reception in America.

At his point, Hoover had agreed to forgo the belligerent rights question broadly. That Summer, Macdonald agreed to “parity” according to the yet-to-be specified yardstick, over the objection of his Admiralty. These two concessions, although not linked by anyone at the time, made the deal that made the Special Relationship. It also eased the peaceful rise of the U.S. concurrent with the early decline of British power.

Why did Britain agree to parity? Great Britain was facing financial limits, in part due to the debts incurred to the U.S. for WWI. It could not afford an arms race with the United States and its seemingly endless resources.

1929: The Rapidan Conference

MacDonald’s reception in American cities proved warm and enthusiastic. His meeting with Hoover took place mostly at Hoover’s Rapidan, Maryland, fishing camp. MacDonald parried Hoover’s proposals for immunity for food ships (the Admiralty would not accept this at all)—they agreed this could be discussed after naval disarmament was settled. He declined Hoover’s offer to purchase British naval bases in the Caribbean Sea, including British Honduras, but the bases ceased to expand in subsequent years. They agreed on parity of naval forces and the use of the yardstick even if the yardstick was not fully defined. London was agreed as the setting for the next multinational Naval Disarmament Conference.

Coverage of the Rapidan meeting generally eclipsed coverage of the October stock market crash. But the time when Hoover could concentrate on foreign affairs was coming to an end.

1930: The LNC

From our perspective, the LNC was somewhat anticlimactic. The LNC was the last major world conference attended by ship, for the Americans the U.S.S. George Washington, the same vessel which took the Wilson delegation to the Versailles conference. Stimson led the U. S. delegation now, with another Cabinet Secretary—Charles Francis Adams III, Navy—and other members. The negotiators were civilians, not naval officers. Naval men were there as technical advisers only, unlike the failed 1927 meeting. The leading naval powers, Great Britain, the Japanese Empire and the U. S., achieved trilateral agreement on naval limitation as hoped. France and Italy could not agree and withdrew.

The numbers and details of the London Naval Treaty are not important now. Its effect in Japan is beyond our scope here. But in both Britain and the U.S. it was considered a success and ratified that same year despite some naval opposition in both countries.

In perspective

Nineteen twenty-nine was a “hinge of history”. In the middle of the first half of the twentieth century, a deal was struck. That same half-century saw Germany twice fight violently to dominate Europe, only to founder on British opposition. One of the causes of WWI was the German Empire’s plan to achieve naval equality with the British, intolerable to the British. Yet the British Empire fifteen years later accepted parity, on paper, to the USN. Great Britain decided in this case that another war with the United States was not going to happen.

This settlement was not without cost to either side. Both Britain and the U. S. were constrained in their potential responses to growing Japanese militarism and aggressiveness, and in their preparations for possible Pacific war. The U.S. quietly abandoned over a century of work in peace and war to preserve freedom of the seas, even merely limited to food ships. Great Britain made sacrifices which in retrospect hastened its decline as a naval power.

Even the isolationism in the U.S. in the later nineteen-thirties, while a force among the American public, was not felt as antagonism at the highest levels of either nation. Hoover and MacDonald together had put hostility aside for good, and without fully realizing it.

What do you think of the period 1928-30 in Anglo-American relations? Let us know below.

Bibliography

Baer, G. W. One Hundred Years of Sea Power: The U. S. Navy, 1890-1990. Stanford, CA; Stanford University Press, 1993 (Chap. 6)

Dawes, C. G. Journal as Ambassador to Great Britain. New York, NY; The Macmillan Co., 1939 (Passim)

Ferrell, R. H. American Diplomacy in the Great Depression: Hoover-Stimson Foreign Policy, 1929-1933. New Haven, CT; Yale University Press, 1957 (Passim, esp. Chaps. 1-3 & 5)

Hagan, K. J. This People’s Navy: The Making of American Sea Power. New York, NY; The Free Press, 1991 (Chap. 9)

Hoover, H. The Memoirs of Herbert Hoover: The Cabinet and the Presidency, 1920-1933. New York, NY; The Macmillan Co., 1952 (Chap. 45)

Jeansonne, G. The Life of Herbert Hoover: Fighting Quaker, 1928-1933. New York, NY; Palgrave Macmillan, 2012 (Chap. 7)

Maurer, J. H. and Bell, C. M., eds. At the Crossroads between Peace and War: The London Naval Conference of 1930. Annapolis, MD; Naval Institute Press, 2014 (Passim esp. Chaps. 0-2)

O’Connor, R. G. Perilous Equilibrium: The United States and the London Naval Conference of 1930. Lawrence, KA; University of Kansas Press, 1962 (Passim)

Roberts, A. “When Churchill Dissed America” Smithsonian Magazine, Nov. 2018

Stimson, H. L. and Bundy, McG. On Active Service in Peace and War. New York, NY; Harper Bros., 1947 (Chap. VII:2)

Wheeler, G. E. Admiral William Veazie Pratt, U. S. Navy: A Sailor’s Life. Washington, DC; Naval History Division, Department of the Navy, 1974 (Chap. IX)

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The Battle of Shiloh in April 1862 is perhaps one of the most overlooked in its overall importance to the outcome of the US Civil War. In this article Curtis J. Smothers explains the battle and how it impacted the war.

The Battle of Shiloh. By Thure de Thulstrup.

The Battle of Shiloh was one of the bloodiest battle ever fought on US soil up to its time, with over 23,000 dead, 13,000 of whom were northerners. But the battle’s outcome had more far-reaching effects:

· Shiloh nearly ruined the career of Union General U.S. Grant

· The battle also cost the Confederacy one its best generals, Albert S. Johnston, who was shot in the leg while riding in the thick of battle

However, Shiloh’s importance lies in how it changed Grant's thinking and how it set the stage for Union domination of the Mississippi River, Grant’s going east and the eventual defeat of the Confederacy.

The sobering reality of the war to come

After Shiloh, Grant realized firsthand that the South would not be easily beaten. Before Shiloh, and based on his earlier easy victories at Fort Henry and Donelson, Grant had scant respect for the Confederate fighting spirit and ability. After the carnage and near defeat of his bivouacked, green Union troops, who ran from the hordes of yelling rebels and cowered by the river bluffs, Grant came to know what his subordinate and friend, William Tecumseh Sherman, knew: the war would last for years, and the South would have to be completely crushed.

Grant’s green troops bivouacked, but didn’t dig on

The Battle of Shiloh took place on the western bank of the Tennessee River, where Grant had ferried his nearly 50,000-man army to place called Pittsburg Landing. (Much of the bloodiest fighting took place around a church called "Shiloh," whose name, ironically, is derived from the Hebrew for "peace.") Grant's plans were to wait for reinforcement from General Don Carlos Buell and strike out at the Confederacy with his superior forces with the goal of capturing the major Confederate rail junction at Corinth, Mississippi. Grant, who was not prone to digging in or building entrenchments, figured his raw troops needed to be drilled and shaped up.

Confederates could have won

In the early morning hours of April 6, 1862, Grant was totally surprised by the Confederates, who overran Yankee camps that had failed to even post patrols.

In the ebb and flow of the battlefield on the first day, it was only through the lack of good tactical leadership, experience and good weaponry on the part of the Confederates that prevented a total Yankee defeat at Shiloh. Confederate General Johnston's biggest mistake was going to the battle front. He left orders to his subordinate Beauregard to stay behind and execute the battle plan of cutting off the Yankee retreat to the river, but Beauregard had a different plan, which was to run straight ahead and push the Yankees into the river. As Johnston bled to death after a leg wound, daylight waned and Confederate hopes of victory also died.

Beauregard decided to wait until the next day

The battle of the first day ended after Grant and Sherman rallied to stabilize the Yankee positions. Beauregard, however, figured that he had the better of Grant and would finish off the Yankees the next day. Beauregard also figured that he still outnumbered Grant, but Yankee General Buell's reinforcements arrived the next morning; and Grant's subordinate, General Lew Wallace (the man who wrote the epic Ben-Hur) whose division had taken the wrong road the day before, finally showed up for duty.

Fortunately for the Union, the second day of Shiloh saw a revitalized Yankee force and a massive counterattack that relentlessly pushed the depleted Southerners back towards Corinth, Mississippi.

Grant took a beating in the press, but Lincoln rehabilitated this fighting general

The battle was over, but the recriminations and controversy would continue. Beauregard would be vilified for not pressing his advantage at the end of the first day. Grant would take a beating in the northern press for the massive Union casualties, and would be relieved by General Halleck and demoted to a do-nothing second-in-command position.

In the end, though, Lincoln moved Halleck to Washington, D.C., and gave Grant back command in the West. (Lincoln recognized Grant as a fighter not prone to the "slows" like many other Union generals)

Grant would go on to amass an astonishing record of victories in the west that would culminate in the capture of Vicksburg that would split the Confederacy at the Mississippi. After victories in Tennessee, Grant would come east to eventually end the war. Sherman would go South and due east cutting a swath of destruction that would isolate and cripple the Confederacy.

Shiloh forged a winning team

The victory of Shiloh solidified the relationship of Grant and Sherman and led them to a more realistic appreciation of the war. Likewise, all the principal victories of the North (out West) in 1863 and 1864 were made possible. If Johnston's Confederate forces won at Shiloh on April 6, the land-naval campaign against Vicksburg, the March to the Sea, and the Siege of Petersburg (below the Confederate capital) might not have occurred at all.

What do you think of the importance of the Battle of Shiloh? Let us know below.

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The Japanese Army’s Yamato Class Battleship was an extremely powerful battleship that was launched during World War II. The battleship had incredibly powerful defenses, and had it been in use earlier it could possibly have impacted some key aspects of the war. Here, Daniel Boustead returns and considers its effectiveness, ‘what if’ scenarios, and how events turned against the battleship towards the end of the war.

Yamato battleship during trials in October 1941.

The Yamato Class Battleship was the most destructive ship ever constructed in history. The Yamato Class was created to fulfill a specific technological, strategic, and tactical goal. The technical information alone about the Yamato Class leads to the conclusion it could defeat any ship on the seas, and had events gone differently for the Japanese Military the Yamato Class could have been a game changer! The changing situation of the Pacific War ultimately doomed the Yamato Class ‘s fate - it could have helped Imperial Japan win the Pacific War had the military situation been different and had the battleship been deployed earlier.

The Yamato Class was designed to defeat a huge quantity of enemy naval forces. According to historian and author James Holland, “The Japanese realized they couldn’t possibly hope to catch United States and Great Britain in terms of numbers of warships so the principle behind it was if we can’t get the numbers we will have a qualitative advantage. So, you build an enormous battleship that is basically the equivalent of two or three and which is capable of taking on multiple warships at any one time”([1]).

The tactical and strategic role that the Yamato Class was built to fulfill was the Imperial Japanese Navy’s belief that the fate of an entire war would be determined by a great naval clash involving Battleships (2). This theory was supported by the Battle of Tsushima which occurred on May 27th -May 28th 1905 during the Russo-Japanese War. Like the outcome of the Russo-Japanese War the Imperial Japanese Navy thought, that the war against the United States Navy would be decided in a single great naval clash involving Battleships ([2]). The Imperial Japanese Navy felt that this decisive naval battle would occur after the Japanese military forces seized the Philippines. The U.S. Military would then mount a military campaign to retake their colony of the Philippines and the Imperial Japanese Navy would then decide to engage the United States Navy in a place somewhere in the western Pacific when they felt the time was right to stop the American advance to retake the Philippines. The Imperial Japanese military forces and their government also wanted to seize the oil and other natural resources of China, the Dutch East Indies, Malaysia, Singapore, French Indochina, Brunei, and Burma. The Japanese Yamato Class was designed to both participate in this decisive struggle and sail across the vast Pacific Ocean.

Technologically advanced

The Yamato Class was a technological marvel that could wipe out any ship by its destructive firepower and was virtually impervious to any ship weapon. It was equipped with 18.1-inch Main Guns which could fire a 3,219 lbs. projectile at a rate of 1.5 rounds per minute (3). The range of Yamato Class’s main gun was 25 miles according to Battlefield historical archaeologist Dr. Tony Pollard (4). No other Battleship’s Main Gun has ever had a maximum range of this distance (5).

The Yamato Class’s armor and other protection was unrivalled by any other Battleship. The total weight of the armor was 22,534 tons or 33.1% of the design displacement (6). The armored center section featured a main belt of just over 16 inches of armor inclined at 20 degrees, half of which was below the waterline. The lower armor belt was just under 11 inches in the magazines and 8 inches covering the machinery spaces. The ends of the armored citadel was covered by two transverse bulkheads that were covered by armor that was 11.8 inches thick. Deck armor was between 7.9 inches to 9.1 inches, which was thought to be capable of withstanding armor-piercing bombs of up to 2,200 lbs. dropped from 3,280 feet. The front of the barbettes was covered by 21.5 inches of armor plate with sides covered by 16 inches of armor, both specially hardened. The three main turrets had some 26 inches of armor on their face, 10 inches of armor on the sides, 9.5 inches of armor in the rear, and almost 11 inches of armor on the roofs. The conning tower was covered by a maximum of 19.7 inches of steel armor. A torpedo bulge was also fitted, which extended 9.25 feet from the main belt, from the waterline to the bottom of the ship. According to historian Mike Pavelec, Americans brought the Yamato’s 26.1 inches Turret Facing Steel Armor plate, which they found and recovered from a Japanese naval yard after World War II and ran a test on it (7). The conclusion from this test was that they were able only to penetrate the Turret Facing Armor at point blank range. This type of hit would never have occurred under wartime ocean warfare conditions. Therefore, the turret face armor of the Yamato was virtually impregnable. It would have been a suicide mission for any U.S. Battleship to engage the Yamato Class in combat.

American battleships

The American Battleships were thinly armored and outgunned by comparison to the Yamato Class Battleship. The Iowa Class Battleship was only equipped with a 16 inch Main Guns (8). The Armor on the Iowa Class Battleship was between 12 inches to 1.6 inches on the belt, armored deck was between 6 inches and 1.5 inches of armor, bulkheads were equipped with 11.3 inches of armor, and the main turrets were equipped with 19.7 inches of armor. It was considered the best American Battleship of World War II simply because it had a top speed of 33 knots. In contrast the Yamato Class only had a top speed of 27.5 knots (9) - although the Yamato Class could have still engaged and destroyed the Iowa Class Battleship as it was trying to run away because of the long range of its guns. The reason for this is that the Iowa Class Battleship was so thinly armored.

What if?

The Japanese Military missed many opportunities to utilize the Yamato Class Battleship. It could have been a decisive war-winning weapon. Two examples of this were: Japanese airpower did not destroy two tank farms which contained millions of barrels of fuel oil and they did not destroy the indispensable ship-repair facilities during the Pearl Harbor Attack on December 7, 1941 (10). If the Japanese had destroyed the two tank farms and the ship-repair facilities at Pearl Harbor on that day, and then combined that with an air bombing and submarine shelling campaign led by the Yamato Class on the oil production facilities on the West Coast, and by a knockout sea and air strike on the Panama Canal, it would have crippled the USA’s ability to make war. If the Japanese had commissioned the Yamato Class sooner, then they would have participated in this theoretical strike, and it would have made a decisive difference. Also, if the Japanese Military and Government had decided to both not attack Pearl Harbor and not invade the Philippines but decided to just focus on taking the British Colonies of Southeast Asia and the Dutch East Indies, then the American Isolationist political movement may well have prevented the USA from entering both the War in the Pacific and the War in Europe. Japan still would have succeeded in controlling most of Asia and had their decisive naval battle with the British - and not the Americans. However, all of this did not happen. The Yamato was not considered combat ready until May 27, 1942, and her sistership the Musashi was not commissioned until August 5, 1942 (11). By the time the Yamato Class entered combat the seeds for both the destruction of the Yamato Class and the Imperial Japanese Empire were being sealed.

Less effective?

The changing nature of warfare in the Pacific War ultimately doomed the Yamato Class. The Aircraft Carrier became the dominant and most effective weapon in the Pacific War. The effectiveness of the Aircraft Carrier was brutally demonstrated at such battles as Pearl Harbor, the Battle of Midway, and the Battle of the Philippine Sea. These and other such battles caused the Battleship’s influence to be substantially reduced. In addition, the appearance of American Fighter Planes such as the F6F Hellcat, F4U Corsair, P-38 Lightening, P-47 Thunderbolt, and the P-51 Mustang from the period of 1942 to 1945 marked the end of Japanese air supremacy in the Pacific. The fact that the Japanese no longer had air supremacy made the Yamato Class now very vulnerable to air attack. Lastly, in 1943 the Americans introduced a new explosive called Torpex, with twice the explosive power of TNT (12). This made the Yamato Class’s Anti-Torpedo defenses obsolete because the previous calculations of how much damage they could absorb was based on a warhead that was full of TNT and not Torpex (1). These factors would spell the destructive end of the Yamato Class.

The sister ship of the Yamato, the Musashi, was sunk by American air power during the Battle of Leyte Gulf on October 24, 1944 (13). 1,376 Japanese survivors from the Musashi were rescued; however 1,023 Japanese sailors were lost during the American air attack (14). On April 7, 1945, the Yamato was sunk on its way to attack the American invasion off Okinawa (15). 3,063 Japanese sailors were lost during the American air attack on the Yamato, with only 269 survivors. The Americans losses during the air attack against the Yamato were ten aircraft and 12 aircrew.

No other battleship in history compares to the destructive power of the Yamato Class. The Yamato was created to meet the Imperial Japanese Navy’s need for a battleship to play a key role in their decisive battle strategy scenario. Unfortunately, the Yamato was not ready for Pearl Harbor. The engineering marvel of the Yamato meant it could wipe out any ship opponent on the sea. If the Imperial Japanese Military had not made some fatal strategic miscalculations on the seas, then the Yamato Class would have been a war-winning weapon! However, this did not happen, and the advent of aircraft carrier warfare spelled an end to the Yamato Class. The Yamato was denied the chance of being a war-winning weapon because of military blunders committed by the Imperial Japanese Military.

What do you think of the Yamato class battleship? Let us know below.

Now, you can read World War II history from Daniel: “Did World War Two Japanese Kamikaze Attacks have more Impact than Nazi V-2 Rockets?” here, “Japanese attacks on the USA in World War II” here, and “Was the Italian Military in World War 2 Really that Bad?” here.

[1] Holland, James. “Battleship Yamato”. Nazi Mega Weapons: German Engineering in WW II: World War II Mega Weapons. PBS. 2016.

[2] Stille, Mark E. The Imperial Japanese Navy: In the Pacific War. New York: New York. Osprey Publishing. 2013. 12.

3 Stille , Mark E. The Imperial Japanese Navy: In the Pacific War. New York: New York. Osprey Publishing. 2013. 137.

4 Pollard, Tony. “Battleship Yamato”. Nazi Mega Weapons: German Engineering in WW II: World War II Mega Weapons. PBS. 2016.

5 Nazi Mega Weapons: German Engineering in WW II: World War II Mega Weapons: Battleship Yamato. Darlow Smithson Limited Productions. PBS and National Geographic Channels International. 2016.

6 Stille, Mark E. The Imperial Japanese Navy: In the Pacific War. New York: New York. Osprey Publishing. 2013. 133.

7 Pavelec, Mike. “Battleship Yamato”. Nazi Mega Weapons: German Engineering in WW II: World War II Mega Weapons. PBS. 2016.

8 Hewson, Robert. The World War II Warship Guide. Edison: New Jersey. Chartwell Books, Inc. 2000. 44 to 45.

9 Stille, Mark E. The Imperial Japanese Navy: In the Pacific War. New York: New York. Osprey Publishing. 2013. 141.

10 Van Der Vat, Dan. Introduction by Senator McCain, John. Pearl Harbor: The Day of Infamy-An Illustrated History. Edison: New Jersey. Chartwell Books, Inc. 2007. 138.

11 Stille, Mark E. The Imperial Japanese Navy: In the Pacific War. New York: New York. Osprey Publishing. 2013. 138.

12 Stille, Mark E. The Imperial Japanese Navy: In the Pacific War. New York: New York. Osprey Publishing. 2013. 136.

13 Stille, Mark E. The Imperial Japanese Navy: In the Pacific War. New York: New York. Osprey Publishing. 2013. 139 to 140.

14 Stille, Mark E. The Imperial Japanese Navy: In the Pacific War. New York: New York. Osprey Publishing. 2013. 140.

15 Stille, Mark E. The Imperial Japanese Navy: In the Pacific War. New York: New York. Osprey Publishing. 2013. 141.

References

Hewson, Robert. The World War II Warship Guide. Edison: New Jersey. Chartwell Books, Inc. 2000.

Holland, James. “Battleship Yamato”. Nazi Mega Weapons: German Engineering in WW II: World War II Mega Weapons. PBS. 2016.

Nazi Mega Weapons: German Engineering in WW II: World War II Mega Weapons: Battleship Yamato. Darlow Smithson Limited Productions. PBS and National Geographic Channels International. 2016.

Pavelec, Mike. “Battleship Yamato”. Nazi Mega Weapons: German Engineering in WW II: World War II Mega Weapons. PBS. 2016.

Pollard, Tony. “Battleship Yamato”. Nazi Mega Weapons: German Engineering in WW II: World War II Mega Weapons. PBS. 2016.

Stille, Mark E. The Imperial Japanese Navy: In the Pacific War. New York: New York. Osprey Publishing. 2013.

Van Der Vat, Dan. Introduction by Senator McCain, John. Pearl Harbor: The Day of Infamy-An Illustrated History. Edison: New Jersey. Chartwell Books, Inc, 2007.

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In the modern West, many of us are preoccupied with the inaccessibility of houses. Prices seem inaccessible, to own a building has become the preserve of the rich or older generations. Building itself is an ‘unsustainable’ activity, requiring vast amounts of energy and materials.

In the medieval period, the dynamic of building was far more extreme in its social effects and the resources needed. In this article we discuss the most economically demanding constructions of all: cathedrals. Alfie Robinson explains.

Basilica of Saint Denis, 1655.

The Hierarchy of Medieval Society

A cathedral gets its name from the Latin, cathedra, meaning ‘seat’, or perhaps more tellingly, ‘throne’. It refers to the throne-seat of the bishop that belongs to the cathedral. The connotations of a throne speak to two vitally important facts about the late-medieval church: its institutional wealth and its hierarchical nature. It is worth noting that these are factors that took a considerable amount of time to develop: early-medieval Europe had a much less consolidated and powerful church. Disagreements could still be made about the date of Easter; the Pope did not have a monopoly on the naming of saints.

In the course of the middle ages, this began to change. The twelfth century has been regarded as a ‘fulcrum’ century for some time now, and with good reason. With the help of some respected intellects, medieval life was shaped into that characteristic form which gives us the derogatory sense of ‘medieval’: a world both rigidly ordered and persecuting. Peter Comestor, the great mind who supposedly ‘ate’ knowledge (comedo, ‘I eat’, in Latin) was also a chief opponent of male homosexuality.[1] It is not widely known, but the idea that this sexuality was exceptionally sinful was not common currency in the medieval period. Not, at least, until the twelfth century. Likewise, the pursuance of heretics, Jews, sex-workers and lepers were present anxieties before the 1100s, but they were not as powerful as they were to become.

For the development of this controlling, monarchic society, one should turn to R I Moore’s Formation of a Persecuting Society: Authority and Deviance in Western Europe 950-1250. That book tells this story with considerable eloquence. But what it does not tell is the cultural history of the same period. The main coincident event, or rather series of events, was the building campaigns of the twelfth century onwards.

A New Monumental Architecture

Gothic architecture, that quintessentially medieval mode, did not exist until about 1140. In this decade, a particularly ambitious abbot by the name of Suger constructed the west and eastern ends of Saint Denis, a cathedral north of Paris. Involved with these extensions were a number of technical feats, including an astonishingly complex ‘chevet’. This is the name given to the canopy of vaults at the eastern end of the church around the altar, three-dimensional stone structures that are both an engineering challenge to construct and a practical feat to carve. This structure is so complex that there is credible doubt as to whether the Abbot could have actually completed the amount of work he claimed, in a mere four years.[2]

What do vaults and persecution have to do with each other? The coincidence in time may be remarkable, but we cannot assume that one caused the other— the notion is absurd. Structures, however, and the societies that build them, are necessarily related. The payment, and who paid, for these structures is not just an economic question but also a cultural one.

In the early medieval period, there were few church buildings of a truly grand scale. Old Saint Peter’s, the now imaginary mother church of western Christianity is an exception that proves this rule. Were it not swept away by Michelangelo and others’ Renaissance work, viewers would probably be captivated by its great antiquity, but it was a fraction of the size of the present structure. Further away from the center of the faith, even the most important structures were rather small. Saint Denis’ nave, its central space, was rather old by the time of Abbot Suger, and if his accounts of pilgrimages are to be believed, woefully inadequate for congregations.[3] An even better example of the extraordinary difference between early and late medieval building, is the cathedral of Beauvais, also in France.

The nave and choir of this building are utterly mismatched. The nave, again supposedly the central space for congregations, is the size of a modest parish church. It dates to about 1000 AD and has a simple wooden roof. Attached to it is the stone colossus of Beauvais’ cathedral choir, its east end. The choir is multiple times bigger than the nave it is supposed to belong to.

Increasing prosperity and urbanization are the broader factors that enabled the medieval church to build bigger. But the path from the productivity of individuals in their day-to-day lives, to productivity in the masons’ yard and carpenters’ lodge is far from easy. Likewise, although certain cathedrals (Bourges, Chartres, Reims, Amiens) mostly in northern France were built in rapid campaigns, most building work in the medieval period was fitful.

Making Cathedrals Happen

To the present author’s knowledge, there is no such thing as a medieval building contract for a whole cathedral. Contracts that still survive in archives which stipulate costs, workmanship and materials belong exclusively to a class of more modest projects. Many of these are structures like water mills, or jettied wooden houses.[4] The very largest projects that medieval patrons contracted for were collegiate churches (for instance Fotheringhay collegiate church in the fifteenth century), or monastic dormitories (namely at Durham Cathedral, when the claustral buildings were reconstructed at the end of the fourteenth century).[5]

Instead of a contracted time period with an individual craftsperson, cathedrals had to be built by teams of workers. The ‘cash-flow’ for the projects was decided by benefactors’ generosity. Fabric rolls, the documents which compile a huge range of expenses for a given cathedral, also record names in the same way that public galleries often have rooms labeled in honor of a donor. Medieval donors usually hailed from the ranks of nobility, or from the clergy. High secular status was seen to enhance the status accrued by senior priests. As the Book of St Albans, a fifteenth century manual put it: “there is a gentleman [a noble], a churl’s [a non-noble] son made to be a priest, and that is a spiritual gentleman to God and not of blood. But if a gentleman’s son be made a priest he is a gentleman both spiritual and temporal.”[6] Besides, much of the time, the priesthood was simply drawn directly from the aristocracy anyway.

Sometimes these aristocratic clergy look as if they are radical defenders of faith at the expense of temporal, or secular power. Richard Scrope, archbishop of York in the early 15th century, was beheaded for his part in a rebellion over the crown’s taxes. Scrope, in fact, was no ‘proletarian’ bearing arms, but a member of a branch of the very wealthy Scrope family. He and his relatives donated vast sums of money to the construction of York Minster’s eastern end, and their stamp is made in the form of several coats of arms in painted stone which ‘hang’ in the very parts of the church they paid for.

More than voluntary gifts, though, historians must remember that the medieval church levied its own taxes, of many forms. Some of these were fairly explicit, like the ‘tithes’ (from ‘tenth’, Old English) which were taken, often in the form of grain. Monuments to these taxes survive in the form of tithe barns (originally filled with ‘tax’ in the form of grain) which can be found throughout northern Europe. Like the cathedrals, the earliest of these date to the twelfth century.

Grandeur and Poverty

Some taxes, however, were implicit. A major and extremely problematic form of tax-like burden was the economic impact of pilgrims upon locals who lived near pilgrimage shrines and sites. It was mandatory for such people to provide food and shelter for these visitors, who could number in their thousands. Despite its reputation as ‘the age of faith’, even medieval people had their limits on the amount of economic suffering they could undergo, whether it stemmed from the church or not.

The costs of pilgrimage sites could often cause conflict, not always even at the hands of ‘downtrodden’ peasants but also with the help of outraged nobility too. In 1119, Count William II and his retinue broke into the cloister of Vezelay Abbey (an important pilgrimage site), beat and stoned the monks, among other humiliating assaults. Barbara Abou-el-Haj, the chief scholar on medieval economy and its relationship with violence, puts the contrast between the expense of building and the tensions they caused: “Abbot and town haggle over everything: the quotas of vines, the dean’s servants picking his quota of grapes, fishing and forest rights, pasturage [...] the worst violence in 1152-1155, followed a famine just after the west portal [grand ceremonial entrance] was finished.”[7]

A highly important observation by that most perceptive polemicist, St Bernard of Clairvaux (also 12th century, around the same time as Abbot Suger’s building projects), was that the visible presence of wealth in and around the cathedral would serve only to enhance the desire to give yet more money. As it is in Hamlet, “appetite grew by what it fed on”— or, in St Bernard’s own words: “wealth is derived from wealth [...] wherever the more riches are seen, then the more willingly are offerings made. Eyes are fixed on relics covered with gold and purses are opened” [Conrad Rudolph trans.].[8] This was the case not just for the most wealthy but the least wealthy: hagiographies are replete with instances of the very poorest giving their tiny earnings away, often in the form of wax candles to light holy spaces.

For a deeper understanding of the impact of building on medieval society, one should turn to the remarkable article, also by Barbara Abou-el-Haj: The Urban Setting for Late-Medieval Church Building: Reims and its Cathedral Between 1210 and 1240. Reims cathedral, as she details, was constructed in a campaign which extracted so much wealth away from the city that it actually stunted the growth of the urban zone, well into the early modern period. The burghers who had to navigate hostile taxes eventually did the same as their predecessors in Vezelay: they broke into the Bishop’s prison fortress, beat and murdered his men.

The expense of medieval building was not just economic but social, even moral. Resources could be endlessly funneled towards projects dreamt up by the clerical elite. The only limit to the marshaling of these funds was the breaking point of the community. That limit, in the end, is rather similar to the more famous peasant revolts caused by taxation itself: indeed the same revolts which could engage noble priesthood to take up arms against the state too. The interesting similarity between these two cases is just another demonstration of the fact that, in the medieval period, there was no distinction between secular and religious.

What do you think of the cost of medieval cathedrals? Let us know below.

[1] Robert Moore, Formation of a Persecuting Society: Authority and Deviance in Western Europe 950-1250, Oxford: Blackwell, 2007.

[2] John James, ‘Could Suger Have Built the Choir of Saint-Denis in Four Years?’, AVISTA Forum Journal, vol.1, no2, (1997), 23-25.

[3] See Erwin Panofsky, Abbot Suger on the Abbey Church of Saint Denis and its Art Treasures (Princeton: Princeton University Press, 1946).

[4] Louis Salzman, A Documentary History of Building in England Down to 1540 2nd ed. (Oxford: Oxford University Press, 1967)

[5] Ibid.

[6] Grammar and spelling modernized. The Boke of St Albyns, after 1486, Cambridge University Library Inc.3.J.4.1[3636], fol.51.r.

[7] Barbara Abou-el-Haj, ‘The Audiences of the Medieval Cult of Saints’, Gesta, vol.30, no.1, 8.

[8] Conrad Rudolph, The ‘Things of Greater Importance’: Bernard of Clairvaux’s Apologia and the Medieval Attitude Toward Art, Philadelphia: University of Pennsylvania Press, 1990, 281.