Chapter 9
Mexico: A History
ISBN: 0806121785
The Age of Porfirio
Díaz
THE COUP D' ETAT that brought Porfirio
Díaz to the presidency in 1876 ended a long period of
governmental instability and ushered ill a generation of political
peace. During the nation's first fifty-five years of independence,
Mexican governments had lasted less than a year on the average,
and only two administrations completed their full term. Díaz
not only concluded his first presidential period, but after a
lapse of four years he served six additional terms, giving him
a total of more than thirty years in the highest office. Such
a remarkable record suggests that it was achieved by an exceptional
individual- an astute and tenacious man.
Porfirio Díaz Mory was forty-six
years old when he took control of Mexico in 1876. Born in the
city of Oaxaca, to a family of modest means, he was of mixed
Spanish and Mixtec ancestry. Like his older acquaintance Benito
Juárez he began studies for the priesthood but left the
seminary to pursue a law career. Díaz did not finish law
school, and during the War of Reform he found his true vocation,
the army; while aiding the liberals in their struggle he rose
from the rank of captain to colonel. Promoted to general during
the French intervention, he was one of the heroes of the Cinco
de Mayo battle. He was twice captured by the invaders, but escaped
and led troops that liberated Oaxaca (October 1866), Puebla (April
1867), and Mexico City (June 1867) from the imperialist armies.
Soon after the cod of that war he retired fron1 the army and
moved to, I.a Noria an hacienda given him by supporters in the
state of Oaxaca.
By 1870, Díaz had become involved
in national politics. First as a member of Congress representation
his district of Oaxaca. In 1872, as a liberal, he opposed the
re-election of
President Juárez and led an unsuccessful
rebellion; later that year, after the sudden death of the popular
Indian president, Díaz was defeated in his electoral bid
for the presidency. Four years later, against Lerdo de Tejada
he raised the cry: "effective suffrage and no re-election,"
and by the military revolt of Tuxtepec forced President Lerdo
to abandon his office and the country
After seizing power, Díaz called for a special election
in May, 1877, that resulted in his being chosen as president
for a four-year term. At that time the general was popular; for
more than twenty years he had backed liberal principles, he was
a military hero, and his mestizo background earned him considerable
support, as did his image as a macho (virile, masculine) leader.
Beginning with his first presidential
period, Díaz consolidated his personal power and worked
to extend his tenure. He carefully masked his maneuvers and appeared
to operate in conformity with the Constitution and other laws.
Although he had been an advocate of "no re-election,"
Díaz wanted more than one term, so he subtly promoted
modification of the electoral laws. In 1878 a constitutional
amendment was enacted that prohibited immediate re-election but
permitted it after a lapse, and in 1880 the wily politician stepped
aside while General Manuel González, his friend and client,
assumed the presidency for one term. González's administration
was marred by financial arrangements that almost bankrupted the
country and by scandals involving his friends and cabinet members,
so in 1884 the "indispensable" Díaz was returned
to the presidency. Three years later he sponsored a law that
permitted one immediate re-election, and in 1890 a constitutional
amendment abolished all limits on presidential terms.
Finally, in 1904, the chief executive's
term was extended to six years. Thus, Díaz's ambition
to remain in power was paralleled by removal of legal barriers.
As president of the nation, Díaz
worked to establish internal stability and stimulate economic
growth. He and his advisors proclaimed that order and progress
were inseparable, and they maintained that unifying and modernizing
their country would have the additional benefit of fortifying
it against encroachment by the powerful neighbor to the north.
Díaz is reported to have said, "Poor Mexico, so far
from God and so close to the United States!" To put an end
to civil discord, Díaz became the national cacique who
reconciled by force the disparate elements; if they would not
accommodate they were extinguished or expelled from the country.
Thus he became a dictator whose apologists justified the authoritarianism
by pointing to the nation's past history of anarchy and regional
caciques; they said that "Mexico was not ready for democracy."
During the years of his presidency, called
the Porfiriato by Mexicans, Díaz cleverly created a "constitutional
dictatorship"-a despotic regime that functioned behind a
facade of legality. Using his power of appointment, control of
the political party apparatus, his affiliations within the career
army officer corps, the police and rurales, and the cacique structure
of provincial Mexico, he was able to impose his will on the Congress,
the state governors, and the judiciary. Civil service rolls were
expanded by 900 percent from 1876 to 1910, while government employees
and other citizens became dependent on the executive for their
jobs and even for their freedom.
Díaz's policy of "pan o palo",
(bread or the stick) rewarded those who conformed to the regime
and punished those w-ho opposed it. A number of critics lost
their positions, some were imprisoned or exiled, and not a few
suffered fatal "accidents.' The ley fuga (fugitive law)
also claimed its victims, persons who were reported as "shot
while trying to escape." Other nonconformists were conscripted
involuntarily into the army or forced into labor gangs that worked
on huge plantations. Treatment of the press during the era illustrates
the cooperate or else" policy. Editors who praised the chief
and defended his policies were subsidized. One example was Rafael
Reyes Spindola, director of the important daily newspaper El
Impartial, who received about fifty thousand pesos annually.
Newspapers that opposed the regime were suppressed; among them
were El Universal, El Monitor Republicano, La Humanidad, El Debate,
and Diario del Hogar.
As in most dictatorships, control of the
military forces was a crucial element. Díaz favored a
small, disciplined and professional army that would depend exclusively
on the central government and whose forces would be scattered
throughout the country. By 1910, army numbers had been reduced
to thirty thousand. While insuring the loyalty of the officers
through generous pay, pensions, and other benefits, he controlled
appointments to key positions and frequently shifted regional
commanders to prevent their building a local power base. Some
potential rivals were assigned duties as attaches or diplomats
at overseas capitals where they no longer were a threat.
As a counterweight to the army, Díaz
expanded and strengthened the corps of federal rural police,
the rurales. The mission of this unit was to maintain order in
the countryside, where most of the population lived, and it became
an enforcement tool of executive policy. An American who spent
a few years on a coffee finca (farm) near Jalapa had the following
to say about order and security during the Porfiriato:
"Besides the small but businesslike
policemen with large, visible revolvers who seem to be on every
corner and who materialize in swarms at the slightest infringement
of the code, the highways are patrolled by that picturesque body
of men known as rurales, of whom there are between four and five
thousand.... Under President Díaz they have attained a
high degree of efficiency, and while their practically limitless
powers in isolated and inaccessible parts of the country are
no doubt sometimes abused, their reputation for fearlessness,
supplemented by a revolver, a carbine, and a saber, has a most
chastening influence."
The same author also commented that "The
frequency of the policemen is equaled (or exceeded, one sometimes
feels) only by the frequency of the churches."
The Catholic Church was another element
upon which Díaz depended for support. In return for a
conciliatory state policy, the hierarchy, priests, and religious
newspapers were expected to favor the regime. Liberal legislation
of La Reforma remained the law of the land, but those laws that
were antagonistic to the Church were not enforced, and the anticlerical
spirit of government officials diminished. Some writers have
credited Díaz's pious second wife, Carmen Romero Rubio,
with influencing her husband to seek a Church-state reconciliation.
Whatever the cause, during the Díaz era, the Church enjoyed
a comeback.
Statistics for the period between 1876
and 1910 indicate that the national population increased by 62
percent (9,500,000 to 15,200,000) while the growth of Church
personnel and real estate holdings was much greater. During those
years the priesthood went from 1,700 to 4,405; the hierarchy
grew from 4 to 36. Five new archbishoprics and eight new dioceses
were created; Church properties doubled in number and value;
the number of buildings used for worship tripled; and the number
of Catholic schools increased by six times. Some convents and
monasteries were reactivated to serve as schools, orphanages,
or charitable institutions, and two new religious orders were
established, the Guadalupan Sisters, and Servants of the Sacred
Heart of Jesus. This quantitative resurgence was paralleled by
an expansion of clerical prestige and influence. Symbolically,
whenever Díaz dedicated a government project, a robed
priest stood beside him to add his blessing.
New churches, government buildings, and
monuments erected in the Díaz era reflected current European
fashions- artistically there was a "Europeanization"
movement visible throughout the republic. Mansard roofs, Italianate
details, Victorian Gothic, and the new use of iron and steel
replaced Spanish and Mexican motifs and techniques. Lacy, cast-iron
uprights and lintels graced new kiosks in the plazas of dozens
of cities, and iron and steel beams spanned large openings in
railroad stations and factories. Foreign architects designed
three important buildings in Mexico City: the Post Office, built
in Italian Renaissance style; the neoclassical Legislative
Palace (its unfinished dome later converted
to the Monument to the Revolution); and the National Theater,
now called the Palace of Fine Arts. Marble for the latter structure
was imported from Italy even thought Mexico has great quantities
of marble; the twenty-two-ton glass curtain for the stage was
designed and made in the United States by Tiffany; and structural
steel members wore imported, as were mechanical devices such
as passenger elevators. The Diaz regime's downgrading of things
Mexican and widespread adoption of foreign values permeated the
fine arts and even the clothes and manners of the elite.
Painting, sculpture, and music during
the Porfiriato imitated patterns from across the Atlantic. Except
for costumbrista (genre) canvases, most Mexican paintings resembled
those done in France or Italy; one painter, Germán Gedovius,
even did a self-portrait in the clothing and manner of Rembrandt.
The numerous busts and statues commissioned to commemorate national
or cultural heroes followed the European fashion. Two notable
examples were statues of Benito Juárez-one in the Alameda
park in Mexico City, and the other a large marble figure in Oaxaca
that was sculpted by an Italian who never knew Juárez
or visited Mexico. Foreign music and dances also were copied.
An Otomí Indian, Juventino Rosas, in 1891 composed the
famous set of waltzes "Sobre Las Olas" (Over the Waves),
and other Mexicans wrote lyrics and music for operas that were
sung in Italian and portrayed Classical themes.
Most of the literature produced during
the Porfiriato turned its back on native traditions-indeed, writers
like Francisco Bulnes (1847-1924) scorned Indians and ridiculed
Mexico's national heroes. The most important literary development
was a new movement called Modernismo; eventually embraced throughout
Latin America and Spain, it was exotic, artificial, and based
on French models. Identified d with Modernism were three of Mexico's
best poets: Manuel Gutiérrez Nájera (1859-95) who
used more than twenty pseudonyms and founded the literary journal
Revista Azul; Enrique Gonzáles Martinez. (1871-1952),
who attained renown through employing the poetic symbols of
the swan and owl and Amado Nervo (1870-1919), an early editor
of Revista Moderna, who entered the diplomatic service in 1906
and subsequently published most of his poetry abroad.
Justo Sierra (1848-1912) was a leading
journalist-historian educator of the era. He was sub-secretary
of Public Instruction in 1901 and four years later became head
of that depart ment, where one of his great accomplishments was
refounding the National University, which had been dormant for
forty years. Although Sierra urged his disciples to study French
literature, he himself wrote a great synthesis of Mexican history
that emphasized the role of the mestizos. Printed in Mexico in
1910, it was later translated into English and published as The
Political Evolution of the Mexican People. Sierra was the only
member of Díaz's cabinet who openly questioned the positivist
orientation of the dictator's chief advisors.
Positivism, the system of philosophy developed
by Auguste Comte, permeated intellectual and ruling circles in
the Díaz era. Its theme of "Order and Progress"
neatly dovetailed with the goals of Díaz and his cohorts,
and it provided justification for the dictatorship. Members of
an influential group of positivist adherents, some of whom were
cabinet members became known as científicos (scientists),
because they emphasized using science, statistics, and sociology
to attain positive knowledge, achieve material progress, and
solve problems, even social problems. An important leader of
this group was José I. Limantour, a financial genius who
served as secretary of treasury after 1893. He subscribed to
the theory that "liberty constituted a privilege of the
select; the weak would have to yield to the superior men."
Along with other Mexican positivists he was influenced by the
Social Darwinism popularized by Herbert Spencer.
Cientificos justified the regime's hostile
policy toward Indians by citing "Survival of the Fittest"
doctrines. Not only were the Indians downgraded racially, but
their lands were taken by mestizo and criollo hacendados. When
the Ley Lerdo; was enforced against remaining communal tribunal
lands the former ejido farmers were reduced to peonage. In the
north-west state of Sonora dozens of bands and settlements of
Yaqui and Mayo Indians resisted white encroachment on their tribal
lands, but army campaigns between 1885 and 1909 forced many of
them to submit; others were killed in battle, and thousands were
transported forcibly to Yucatán, where they were sold
as laborers on henequen plantations that supplied twine to the
world. Similar military actions reduced groups of un-integrated
Maya Indians in the Yucatán peninsula. Mexico's government
leaders saw this as progress.
Those who consider the Porfiriato a highly
successful period are impressed by the economic and financial
statistics. When Díaz first took office, the nation was
virtually bankrupt (some historians accuse his predecessor, Lerdo,
of looting the treasury); by 1895 there was a surplus of $2 million,
which increased to $62 million by 1910. In the same period the
value of exports and imports increased fivefold to $500 million
pesos. Moreover, the government paid off its past foreign debts,
established a banking system, simplified and modernized tax collection,
and created a sound international credit reputation.
The combination of internal security,
government concessions and subsidies, cheap and docile labor,
and the natural resources of the country attracted many North
American and European capitalists to Mexico. By 1910, foreign
investments amounted to about $2 billion, half from the United
States. This outside capital and its concomitant technology spawned
significant development and material progress in Mexico, and
of course it also generated vast profits for the foreign investors.
Under Díaz, foreigners were assured of definite and generous
returns; they also enjoyed tax exemptions and were given protection
in the courts. Same critics remarked that "Mexico had become
a mother to aliens and stepmother to her own citizens."
In an effort to keep American capitalists from gaining supremacy,
concessions also were granted to promoters from various European
powers. Industrial development was encouraged by the Científicos
who wanted to impose modern capitalism on semi-feudal Mexico
While accomplishing their program, many of them became extremely
wealthy through graft or by working closely with the fore capitalists.
A major achievement of the Díaz
era was the construction of an extensive railroad network-from
617 kilometers, rails in 1876 the system expanded to almost 25,000
by 1910. All but six of the state capitals and five of the principal
seaports were connected by rail with the national capital. The
following major lines were built during the Porfiriato:
l. The Mexican Central (Mexico City to
Ciudad Juárez, with branches to Guadalajara, Colima, and
Tampico) The Mexican National (Mexico City to Nuevo Laredo, with
branch to Uruapan, Michoacán)
3. The Isthmus (Coatzacoalcos on the Gulf
of Mexico to Salina Cruz on the Pacific)
4. The Pan American (Ixtepec, Oaxaca,
to Tapachula, Chiapas)
5. The Interoceanic (Veracruz to Mexico
City via Jalapa, and projected to Acapulco)
6. The Mexican Southern (Pueblo to Oaxaca)
7. The Mexican International (Piedras
Negras, Coahuila, south to Durango)
8. The Southern Pacific of Mexico (Nogales,
Sonora, down the West Coast to Tepic, Nayarit)
Built with government subsidies, most
of the railroads were foreign owned (chiefly by United States
banks and holding companies) until 1908, when the Díaz
government acquired ownership of more than half of the lines
and merged them into the National Railways of Mexico. By comparing
Mexico's development with other Latin American countries one
sees the importance of the railroad system-it revitalized vast
regions of the country, made it possible to market surplus farm
goods, and connected the sources of raw material with refineries,
ports, and smelters.
Mexico's mining industry was expanded
and modernized by an infusion of foreign capital and technology.
Besides generous tax exemptions, the extractive concerns benefited
from a change in the mining law authorized by Diaz in 1884 According
to this new code, all subsoil deposits belonged to the owner
of the surface; before that date the government (the crown in
colonial times) had held title to underground resources and received
royalties from their exploitation. Silver production quadrupled
during the Porfiriato, and Mexico became the world's second largest
copper producer, supplying metal for the booming electric industry.
By 1910 more than 3,000 silver, copper, lead, zinc, and iron
mines were in full production; new smelters used the cyanide
process to separate metals from ore; and more than 100,000 Mexicans
here employed in mining. Of the 1,030 mining companies that operated
in Mexico in 1910, 840 were North American, 148 Mexican, and
the rest British or French.
Three North American companies dominated
the mine and smelters of northern Mexico. In 1890, when Daniel
Guggenheim secured a concession to build a silver-lead smelter
in Monterrey, the city granted "exemption from all municipal
and state taxes to the company or companies he may organize,
on the capital he may invest in this city." His family's
American Smelting and Refining Company soon had mines and smelters
in the states of Chihuahua, Durango, Aguas Calientes, and San
Luis Potosí. The Montezuma Copper Company, which operated
in northern Sonora, was a subsidiary of the vast Phelps Dodge
Company, and nearby in Cananea was William C. Greene's Consolidated
Copper Company, which in 1906 employed fifty-five hundred men.
A few years later Greene´s company merged with a larger
American mining concern, the Anaconda Copper Company.
Petroleum was another sub-surface mineral
that interested foreigners. Exploration began in the 1860s, and
for the next forty years more than a hundred prospectors-Mexican
and foreign-unsuccessfully drilled wells and attempted to refine
oil from the bituminous outcroppings along the Gulf Coast Finally,
in 1901, Edward Doheny, an American who had made a fortune in
California oil, acting on the advice of Mexican geologist Ezequiel
Ordóñez, struck oil at El Ebano about forty miles
west of Tampico. Doheny spent $3 million in the next three years
drilling other wells and building a refinery. He also sold asphalt
to several Mexican cities for street paving, and he got a contract
to supply oil for locomotives of the Mexican Central Railroad.
By 1916 his Mexican wells were producing more than a million
dollars worth of oil each week. Doheny eventually sold his interests
to the Standard Oil Company.
Doheny's petroleum bonanza was soon matched
by Weetman Pearson (later knighted as Lord Cowdray), who was
head of a British firm that renovated and operated the Isthmus
of Tehuantepec Railroad, dredged Veracruz harbor and built new
docks there, and constructed the drainage canal that freed Mexico
City from flooding. Convinced that he could find oil, and aided
by the Petroleum Law of 1901, which authorized tax-free entry
of machinery, Pearson drilled more than a hundred dry wells before
striking oil in 1906 near Tuxpan. A series of gushers made his
Aguila (Eagle) Petroleum Company the second largest oil producer.
By 1910, Mexico's crude oil output averaged ten thousand barrels
a day.
Industrial development during the Porfiriato
accelerated rapidly as thousands of new factories were established.
Furthermore, more than two-thirds of the total new investment
came from Mexican capital. The new plants included mills for
processing sugar, flour, paper, textiles, and chemicals as well
as breweries, glass works, potteries, shoe factories, and cement
plants. Although there were iron foundries in Mexico before the
Díaz era, the first integrated steel mill in any part
of Latin America, Fundidora de Fierro y Acero, was established
in Monterrey in 1900, and it began producing three years later.
By 1910 the company's annual production was fifty-five thousand
tons. This steel mill reflected Mexico's modernization, as did
the construction of electrical generating plants and installation
of electric lights, streetcars in several cities, and telephones
that linked Mexicans with each other and to the world. But this
urban and industrial progress scarcely touched the majority of
the people- the rural population.
The policies of the Díaz regime
impacted negatively on the campesinos, or rural folk, who comprised
three-fourths of the nation's population. Many small farmers
and Indians lost their lands through renewed application of the
Ley Lerdo or the aggressive policies of hacendados or land developers,
who, taking advantage of any irregularity of titles, dispossessed
the occupants and forced them into peonage. When those who lost
land protested, the rurales rushed in to restore order."
Unequal distribution of land had been a primary social evil for
years, but land ownership became even more concentrated during
the Porfiriato. Latifundia increased in number and size-the Terrazas
family holdings in Chihuahua totaled over 405,000 hectares (1,000,000
acres), and great haciendas developed with the assistance of
new land laws enacted between 1883 and 1894.
A land law of 1888 authorized formation
of companies to survey terrenos baldíos, unclaimed and
vacant lands in the national domain. As compensation the companies
received one-third of the area surveyed; the remainder was usually
sold by the government at ridiculously low prices to the land
companies or to favored individuals. In nine years nearly 40,000,000
hectares (98,840,000 acres) were surveyed and most of the land
transferred to a few companies or to private persons. Aliens
purchased huge tracts and generally hired foremen to manage the
properties in a way to produce maximum profits; this system contributed
to anti-foreignism in Mexico.
Statistics on landholding in the Díaz
era are astonishing. Between 1883 and 1894, one-fifth of the
entire area of the republic was conceded by the administration
to a few companies and individuals. By 1910 about eight hundred
hacendados owned more than 90 percent of the rural land; fewer
than 10 percent of the Indian communities had any land; and less
than 3 percent of the agricultural population owned any land
whatever. The 1910 census revealed that of Mexico's total population
of 15,160,000, there were 834 hacendados and between 9 and 10
million landless peasants (3,143,271 peones and vaqueros plus
their families). Clearly, the hacienda became the principal form
of land tenure; at the same time it was also a social system.
Peons who resided on haciendas (peones
acasillados) had various arrangements with the owners. Some mainly
worked the owner's lands, receiving wages and a dwelling or permission
to build a dwelling, and in their spare time could tend small
garden plots allotted to them, from which they derived their
basic subsistence. A second kind were primarily tenants or sharecroppers,
but they also were required to work the owner's portion during
part of the year. Cowboys and shepherds were a third type of
hacienda peon. Peasants who lived in neighboring villages frequently
worked part-time on haciendas, particularly at planting and harvest
seasons.
In 1901 an Englishwoman, Ethel Tweedie,
visited the hacienda of San Gabriel in the southern part of the
state of Morelos. The historic estate was then owned by the Amor
family, whose four sons had been educated in England and who
maintained a fine stable of thoroughbred race horses. Besides
describing the luxurious mansion where "there is always
one and sometimes there are two servants allotted to each member
of the family," the visitor wrote about the peasants:
"The village, containing nearly three
thousand souls, belongs to the hacienda. The people pay no rent,
and the owners of the hacienda hold the right to turn them out.
The peasants are lent the ground on which they build their own
houses-such as they are- merely bamboo walls roofed with a palm
leaf sort of thatch. They are all obliged to work for the hacienda,
in truly feudal style, whenever called upon to do so. Each man
as a rule has an allotted number of days on which he is bound
to render service. Generally about one thousand people-or one-third
of the entire population of the village are constantly employed;
but the women in Mexico never work away from their homes, though
in busy seasons children, and even old men, are pressed into
service to cut the sugar-cane....
As a rule all the employees on the hacienda
are paid in cash each Saturday night, and a little on account
every Wednesday.... A man and his family live on six or eight
cents [centavos] a day (a cent is about a farthing), and men
earn fifty cents per week on an average.... Everyone is paid
by the day, and the books are most intricate. An hacienda of
this kind is quite a colony, and requires a clever head to manage.
In the evening about sundown all the hands
come up from the fields and pass before the book-keeper, who
sits behind a large table on the balcony at the bottom of the
house stairs, and as he calls out the names each man answers
in turn. It naturally takes some time to register one thousand
or more names.."
Conditions of labor on the haciendas varied
from one region to another-they were far worse in Yucatán
than on the central plateau-yet everywhere there were low wages,
a minimum standard of living, and the system of debt peonage.
Custom and tradition, rather than law, fixed the obligation hacendado
and peon. From time to time the government examined rural working
conditions and published reports The following typical report
is from the Department of Pichucalco in the state of Chiapas
Here the workers are divided into two
classes: free laborers and those bound by debt. The first receive
25 centavos daily in addition to subsistence, or 38 to 50 centavos
without it. The laborers bound by debt are those who receive
a sum in advance to cover a debt to their former employer, which
debt frequently amounts to 500 or more pesos.
The monthly compensation of these laborers
is:
Free laborers Laborers bound by debt
cash 7.50 cash 4.00
500 ears of corn 3.31 500 ears of corn 3.31
20 pounds of beans .62 20 pounds of beans .62
salt .07 salt .07
2 percent interest on
half the debt 4.00
To this amount should be added the value
of the following
house rent 1.00 house rent 1.00
medicines given 1.00 medicines given 1.00
garden plots .33 garden plots .33
2 bottles alcohol .25 2 bottles alcohol .25
Total pesos $14.08 Total pesos $14.58
The hacienda system had many inherent
evils. Because that mere ownership of land gave prestige, power,
and borrowing ability to the hacendado, he felt no obligation
to utilize all the property. Thus great tracts of arable land
lay fallow year after year. Few hacendados or their overseers
kept abreast of developments in agriculture or ranching; their
archaic methods maintained production at a stable level even
when population and demand increased. Marketing techniques were
little understood by owners or managers. If they had a superabundant
harvest one year, the surplus often remained unsold and unutilized.
Many hacendados were absentee landlords who lived abroad or in
provincial capitals, therefore they were unaware of, or insensitive
to, the miserable living and working conditions on their property.
Wages for peons were the same as they had been for a century,
while princes of staple foods and necessities had doubled or
tripled. Peons were compelled to buy at the company store where
they received credit and typically were in debt. Since they could
not leave while owing their employer money, this debt peonage
amounted to a kind of serfdom, tying the people to the land.
Schools were virtually non-existent on the haciendas thus the
peons and their children were condemned to perpetual illiteracy.
Opportunities for education during the
Porfiriato barely kept pace with the population growth. In 1878
there were about five thousand primary schools in the entire
nation with an enrollment of about fifty thousand pupils; by
1910 there were twelve thousand schools with a million students
However, the census of 1910 showed that only one in three children
aged six to twelve was enrolled in school, and their attendance
record was erratic. This was certainly an inadequate base upon
which to build a literate society-in 1910 the illiteracy rate
was almost 80 percent. It was much higher in, the rural areas
than in the cities.
Human degradation and social injustice
were common in urban areas as well as in the countryside. Factory
workers received more pay than peasants-six to eight pesos a
week- but they were obliged to labor twelve to fifteen hours
a day, and at times of full production many were not given a
day of rest. There were no protective rules for women and children;
there was no extra compensation or insurance for hazardous work,
job-related accidents, or industrial illnesses. Payroll deductions
were made for religious services; workers were obliged to trade
at the company store; and many had to live in housing provided
at the work site with no space for a garden, chickens, or a cow.
Some foreign company compounds had their own police and court
system, where Mexican law was secondary to foreign law or company
rules.
In spite of harassment and legal obstacles
erected by the dictatorship, labor organizers finally succeeded
in forming unions and organizing protests against working conditions.
Not all labor leaders were affiliated with radical political
movements, but some called themselves socialists and others were
anarchists who advocated collective ownership of factories and
farms. A strong current of anarchism and syndicalism came from
Spanish immigrants, whose numbers increased dramatically during
the Porfiriato. Between 1880 and 1900 there were seventy-five
strikes in the textile industry, sixty in the railroad sector,
and thirty-five among tobacco workers. Industria1 and agricultural
labor strife continued in the first decade of the twentieth century,
when it was also influenced by members of the Industrial Workers
of the World (IWW), whose aim was "to unite skilled and
unskilled workers for the purpose of overthrowing capitalism
and rebuilding society on a socialist basis." Mexican government
sources attributed the labor unrest to political enemies of Diaz,
Marxists, and agitators in the United States.
Foremost among the radical opponents of
Diaz were the Flores Magón brothers, Ricardo, Enrique,
and Jesús. In 1892, Ricardo Flores Magón was jailed
following a student demonstration against the regime; in 1900
he was one of the founders of Regeneración, an opposition
newspaper that was suppressed by the government; and two years
later he edited El Hijo de Ahuizote, a periodical that caricatured
and ridiculed leading members of the government. The Flores Magón
brothers and Camilo Arriaga established Liberal Clubs- eventually
there were more than fifty-and were prime movers in the Liberal
Party (which was more radical than liberal). Naturally, Diaz
moved against these antagonists, imprisoning them several times
until in 1903, they sought refuge in the United States. From
San Antonio, St. Louis, and later Los Angeles they published
Regeneración and smuggled thousands of copies into Mexico,
where that radical newspaper contributed to the growing anti-Diaz
movement.
In July, 1906, the Liberal Party junta
in St. Louis issued its Plan, or Manifiesto. Abandoning hope
of a peaceful electoral change, the group now advocated revolution.
Their Plan espoused typical labor demands of that era: an eight-hour
workday, a minimum wage, and prohibition of child labor. Provisions
to aid the peasants were more radical: creation of an agricultural
bank to make low-interest loans to small farmers; cancellation
of all debts owed by workers to their employers, the state to
confiscate all lands not in production and give them to anyone
who applied for them, and "on the triumph of the revolution,
confiscation of property acquire by government employees during
the dictatorship." Other, provisions included abolition
of the death penalty, excel for treason, and a requirement that
foreigners who acquire' property in Mexico become citizens. Clearly,
some of the demands were in the interest of social justice, but
other reflected the radical ideas of the exiled leaders.
After Mexico's ambassador to the United
States requested that the Flores Magón coterie be apprehended,
the leader Ricardo, and others were arrested in August, 1907,
and imprisoned in Arizona for three years. About the same time
dozens of suspected Mexican revolutionaries in the United States
were accused of violation of the neutrality laws and deported
across the border. Meanwhile, the impact of Regeneración
and the work of opponents of the regime led to an escalation
of labor unrest and a few abortive uprisings in Mexico.
In the late spring of 1906, agitators
at Cananea, Sonora, forty miles south of the Arizona border,
distributed copies of Regeneración and helped organize
a strike at the American-owned copper company. Mexican workers
there, paid in pesos rather than dollars as were their American
co-workers, saw their real earnings crushed by the 1905 currency
devaluation-especially since commodities were imported from Arizona.
Two other complaints were that Mexicans were paid less than Americans
for doing the same job, and that technical and managerial posts
were all filled by aliens even though qualified Mexicans were
available and on the payroll in menial positions. On June 1,
when unarmed strikers forced their way into locked company property,
they were fired on by soldiers; in the melee twenty-three miners
and two American managers lost their lives. The strike was broken,
the ringleaders were dealt with by the rurales, and the miners
returned to work.
In January, 1907, the toll was even higher
when an army unit opened fire on strikers and their families
at the European-owned Río Blanco Textile Mills near Orizaba.
Because 0f press censorship the exact number of victims is unknown-
estimates range from one hundred to double that figure. The regime's
violent repression of labor protests created further I ~' hostility
toward Díaz and contributed to his eventual fall.
In many ways Díaz himself paved
the way for the collapse of the dictatorship by maintaining a
"geriarchy" where the key positions were held by old
men. It appeared that Don Porfirio intended to govern for life,
but as he grew older, the question of succession caused uneasiness.
In 1906, when he picked Ramón Corral, the unpopular former
governor of Sonora, as his vice-president, it disappointed the
Científicos, even though Corral was allied with them,
because they wanted their leader, Limantour, to be the heir apparent.
The choice also thwarted the hopes of General Bernardo Reyes,
the stern governor of Nuevo León and farmer secretary
of war. Then in February, 1908, the seventy-eight-year-old president
granted an interview to James Creelman, an American reporter,
in which Díaz stated that since Mexico was now ready for
democracy, he would retire in 1910. He also said that he would
welcome an opposition party.
The Creelman interview became a political
embarrassment for Díaz, who had no intention of retiring
His remarks had been intended for foreign consumption, but when
republished in a Mexico City newspaper, they caused a sensation.
Hopes for reform were rekindled, there was renewed political
activity, opposition forces restructured their plans, and ambitious
individuals began to groom themselves for the executive office,
or at least for the vice-presidency. The National Democratic
Party supported the re-election of Díaz but wanted General
Reyes as vice-president (until he was banished in 1909 on a mission
to Europe). The Reelectionist Party favored the incumbents for
yet another term. From exile the Liberal Party junta rejected
elections and made plans for armed attacks, and the Anti-Reelectionist
Party, founded by Francisco Madero and his friends, called for
an end to continuismo by permitting only one term for the president
and state governors.
Soon after the Creelman interview, Francisco
Madero (1873-1913), a rich cotton planter from the state of Coahuila
who had become interested in politics, began to write a book
entitled La sucesión presidencial en 1910 (The Presidential
Succession in 1910). Distributed early in 1909, the book had
a profound influence in Mexico; its ideas even filtered down
to the illiterate masses, where it contributed to their rising
discontent. Although full of praise for much that Díaz
had done, Mádero's book criticized his unconstitutional
methods and urged that at least the vice-presidency and governorships
should be filled by the choice of voters. Ignoring the proletariat's
working conditions the peasants' hunger for land, Madero's panacea
was political freedom. In carefully chosen words he suggested
that the president should retire:
General Díaz knows perfectly well
that his retirement from the presidency would be a benefit to
the country. But there are powerful forces that retain him: his
inveterate custom of commanding, his habit of directing the nation
according to his will, and also the pressure that is brought
to boar on him by a great many who call themselves his friends
and who are the beneficiaries of all the concessions, of all
the lucrative contracts, of all the public posts where they can
satisfy their vanity and their covetousness, and who fear that
a change in the government will deprive them of the favors which
they enjoy and so ably exploit....
If the nation will become aroused in the
next electoral campaign, if the partisans of democracy unite
firmly and form a powerful party, it is possible that a change
may yet be made in the purpose of General Díaz, for the
rude accent of an agitated country may move the hero of the Intervention
and perhaps cause pure patriotism to dominate him so that he
will follow its guidance and put to one side the trifles, the
meannesses, that might prevent him from rendering his country
the greatest service he can ever render: that of leaving it free
to form a new government in accordance with its aspirations and
its needs..
By challenging the dictator, Madero became
a popular hero and in 1910 was chosen as presidential candidate
of the Anti-Reelectionist Party. His running mate was Francisco
Vásquez Gómez, a physician who taught in the medical
school of the University. For two months Madero campaigned extensively,
using the railroads to visit twenty-two of the states His speeches
were well attended-often from ten to twenty thousand people gathered
to hear this mild-mannered, bearded man who became known as "the
apostle of democracy".
Madero's popularity was a threat to the
incumbents, so in June he was arrested and imprisoned, accused
of fomenting a rebellion and insulting authorities including
the president. By election day at least five thousand of Madero's
supporters were in jail. After the election Madero was released
on bail under the condition that he remain in the city of San
Luis Potosí. Claiming that the elections had been fraudulent,
he and leaders of his party petitioned the Chamber of Deputies
to declare them invalid, but that appeal was rejected. Early
in October it was officially announced that Díaz and Corral
had been elected for another six years and that Madero had received
only 196 votes. Madero said that he had more relatives than that
who had voted for him'
Meanwhile, great fiestas were scheduled
for the entire month of September, which had been designated
as a national holiday to celebrate the hundredth anniversary
of Mexico's independence. Coincidentally, the national centennial
was also the eightieth birthday of Porfirio Díaz. Distinguished
guests from all over the world came to Mexico City bearing gifts
for the nation and praise for Don Porfirio, who had presided
over the great advances made in Mexico. There were parades, pageants,
fireworks displays, banquets, and balls. The lavish entertainment
cost twenty million pesos, an amount that was more than the country's
annual appropriation for education. But while the elite lifted
their glasses of French champagne to toast Mexico's prosperity
and stability, the smouldering discontent of the poor masses
was being fanned into the fire of rebellion. Within a few months
tile regime of Porfirio Díaz would be toppled in a revolution
that ultimately transformed the whole fabric of Mexican society
The Great Revolution
OF THE MANY REVOLUTIONS in their national
history, Mexicans spell only one with a capital "R"-the
Revolution that began n 1910. It was the bloodiest civil war
in Mexico's history. During the military phase, 1910-20, about
a million people out of a total population of fifteen million
lost their lives; there were battles in almost every major city;
a number of rebel chieftains were assassinated; and there was
a tremendous amount of economic and social dislocation. Although
it started simply as a political movement to overthrow the dictator,
once the fighting began it became a complex social upheaval as
men and women expressed serious grievances and popular leaders
championed specific reforms. Some revolutionaries called for
land redistribution, while others wanted protective labor laws,
or massive expansion of public education, nationalization of
utilities, restrictions on foreign businesses, limitation of
Church power, and other changes. Eventually many of these ideas
were incorporated into the new Constitution of 1917, and during
the subsequent two decades Mexico's government was concerned
with implementing the goals that had emerged in the ferment of
rebellion.
During the military phase of the Great
Revolution a large number of Mexicans supported the revolutionaries,
and a wide cross section of people participated actively as rebels.
There were peasant villagers who fought to regain lost ancestral
lands; hacienda peons who hoped to improve their conditions;
dissatisfied factory workers and miners; unemployed ranch' farm,
and town workers; middle class representatives- teachers, students,
newspapermen, intellectuals, small entrepreneurs, professionals-who
opposed the politico-economic control exercised by national and
local caudillos; aggrieved
Indians such as remnants of the Yaqui
in Sonora; anarchists and radicals who had their own goals; soldiers
who defected from the Mexican army; a few American soldiers of
fortune. and there were even some wealthy northern hacendados
who pledged their lives and fortunes to the Revolution. Although
members of all these groups opposed the oligarchy and its federal
army, that does not mean that they always worked together; indeed,
sometimes they fought against each other Thus the Revolution
was a confusing series of civil wars conspiracies, and changing
coalitions of rebel leaders whose goals, methods, and programs
differed.
For many noncombatants, particularly the
great number of illiterate inhabitants of villages and cities,
the Revolution was bewildering and sometimes calamitous. They
could not even tell one faction from another, for the revolutionaries
often wore parts of uniforms seized from the federates. One day
a guerrilla band or a full regiment would arrive in town, seize
supplies, compel able-bodied men to join them, and force women
to give them "favors." A few days later a similar force
from an opposing group or the federal army would appear and repeat
the procedure, inflicting additional punishment for those who
so recently had "cooperated with the enemy." Financial
and monetary chaos added to the confusion as various state governments,
revolutionary groups, and industrial concerns issued their own
paper money, the I value of which fluctuated wildly, especially
in foreign exchange.
Several major foreign governments were
involved in the Mexican Revolution through munitions sales, actual
or projected military intervention, diplomatic maneuvering, and
economic or financial pressure. Representatives of Great Britain
and Germany tried to protect the lives and investments of their
countrymen in Mexico while countering moves of American diplomats
and business interests. Uniformed troops of the United States
moved into Mexico twice, in 1914 and again in 1916. As the Revolution
progressed and became more nationalistic, many foreign residents-Chinese
and Spaniards as well as Yankees, Germans, and English
men-were harassed by revolutionaries.
A few were killed Outright Others were obliged to give protection
bribes, and many left the country. Records show that foreign
companies paid high taxes, tribute, or forced loans to one faction
or another in order to keep operating or to avoid confiscation.
Territory north of the Rio Grande served as a sanctuary for many
revolutionary leaders, and it was a source of financial aid and
military equipment as well as a market for confiscated cattle,
cotton, or other products.
The Great Revolution began in the fall
of 1910, when the civilian spearhead Francisco I. Madero called
for a national uprising to oust Porfirio Díaz. Born in
1873, Madero was from a wealthy family whose properties in the
northern border state of Coahuila included haciendas, cotton
plantations, distilleries, and smelters. As a young man he studied
in Paris for five years, then spent a year at the University
of California before returning home in 1893 to become administrator
of one of the family's cotton plantations. During the next fifteen
years he devoted himself to agriculture. He introduced mechanization,
hybrid seeds, and, along with his wife, Sara Pérez de
Madero, tried to improve living conditions of the peones. In
many ways Madero was an eccentric person, especially for an hacendado-he
was a vegetarian, an avid spiritualist, and he studied homeopathic
medicine. With a high-pitched voice, diminutive stature, and
mild manners, he seemed an unlikely political leader. Yet, when
he challenged Díaz for the presidency in 1910, he attracted
thousands of followers. Jailed in San Luis Potosí, precluded
from winning the election, then released on bail, Madero fled
north to Texas, where he hoped to stage a comeback.
In San Antonio, Texas, Madero conferred
with other Mexican exiles and published his call to arms, the
Plan of San Luis Potosí, which was dated October 5, 1910,
the last day he had been in that city. This manifesto declared
the recent elections null; it announced that Madero had assumed
the provisional presidency of Mexico "until the people should
choose its government according to law;" and it called for
a national uprising to begin on Sunday, November 20. Nowhere
in Madero's Plan were there any provisions to improve proletarian
labor conditions, and the only reference to agrarian problems
was a proposal to return lands to owners who had lost them through
abuse of Díaz's land laws. There was no mention of expropriation
or confiscation of property, nor recognition of popular opposition
to the political influence wielded by the Catholic Church and
by foreign capital. Madero's solution was purely political-remove
the dictator and have free elections. Yet the Plan did become
a rallying point for disaffected Mexicans; perhaps they anticipated
or hoped that widespread reforms would be enacted by a new government.
Madero's agents smuggled copies of the
Plan into Mexico along with arms, money, and instructions to
trusted individuals. A number of Madero's relatives joined him
in San Antonio, but his younger brother Gustavo was arrested
in Mexico City in October and imprisoned on charges of trying
to subvert military officers. His release came when the government
of France protested the action; it seems that he was connected
with a number of companies in which the majority of stockholders
were French. Significantly, the dictator's trusted advisor, José
Limantour, was then in Paris trying to negotiate a loan for Mexico.
Following his release, Gustavo worked hard for the revolutionary
cause and became its financial agent.
In the first part of November the Díaz
government intercepted correspondence that revealed Francisco
Madero's tactics and compromised his network of local rebel leaders.
Subsequently, hundreds of suspects were charged with sedition
and jailed in six states and the capital. On November 18, when
police visited the house of Aquiles Serdán, one of the
conspirators in Puebla who had armed five hundred persons throughout
the city, Serdán opened fire, and the resultant engagement
leit him and fifteen supporters dead- the first martyrs for the
cause. Two days later, the date set for the general uprising,
there were a few armed movements in various states, but they
were soon suppressed. And Francisco Madero, who had moved to
the Rio Grande, was forced to abandon his plan to cross the river
and seize the t of Porfirio Díaz (later renamed Piedras
Negras) because I anticipated Mexican force failed to materialize
on the right bank . It appeared that the revolutionary fire had
sputter out, whereupon Madero went to New Orleans to contemplate
future. The spark of revolution was slow to ignite, but it soon
caught fire in the northern border state of Chihuahua. Th one
of the rebel chieftains was Pascual Orozco, Jr, a twenty eight-year-old
muleteer who had several grievances against the state government,
especially its policy of awarding transport concessions only
to friends of Luis Terrazas, the regional caudillo and largest
landowner. In Chihuahua City, Orozco Joined the Anti-Reelectionist
movement headed by Abraham Gonzalez, who had been educated at
the University of Notre Dame in Indiana. Another member of that
political group was Silvestre Terrazas, a renegade member of
the powerful Terrazas-Creel clan, who published the state's only
opposition newspaper, El Correo de Chihuahua, and who had been
Jailed twice because of his anti-establishment editorials. Persuaded
by these men to heed Madero's call, Orozco raised an armed band
of peasants, miners, and unemployed workers at attacked government
forces in Ciudad Guerrero, Cerro Prieto, and other settlements.
Madero later conferred the rank of general on Orozco, the first
revolutionary to be so honored.
Francisco "Pancho" Villa was another insurgent leader
recruited and tutored by Abraham González. Myth and mystery
surround Villa's early life; some say he was born in Durango
in 1878, that his real name was Doroteo Arango and that after
he shot an hacendado who had raped his sister, he fled to the
mountains where he changed his name and Joined a gang of (bandits.
Later, in Chihuahua, Francisco Villa had various occupations:
miner, peddler, construction worker, and cattle rustler. When
he decided to join the Madero revolt, he recruited an armed following
of cowboys an roustabouts, plus a few ranch foremen. By the end
of 1910 guerrilla bands under Villa and Orozco had attacked federal
forces, cut railroad connections, and captured towns and territory
in Chihuahua.
Heartened by the progress of events in
Chihuahua, Madero slipped across the border in February, 1911,
and joined the rebels. Meanwhile, he had sent his brother Gustavo
to New York to secure financial assistance, while his 1910 vice
presidential candidate, Dr. Vásquez Gómez, was
in Washington as a "confidential agent." In March these
two representatives and Madero's father met in New York with
the Mexican ambassador and José Limantour, who had been
recalled by Díaz from his financial mission to Europe.
The conference, resulted in the following proposals for negotiation:
announcement of peace talks; suspension of hostilities; amnesty
for the revolutionaries; resignation of Vice-president Corral;
retirement of four cabinet ministers and ten governors to be
replaced by Anti-Reelectionists; and establishment of the principle
of no re-election. When he learned of the terms, Madero said
that he was willing to compromise, but that any agreement would
have to include the resignation of Diaz.
During the spring of 1911, revolts erupted
in scattered parts of the country from Baja California to Morelos,
the old sugar plantation region south of Mexico's capital. The
chief revolutionary leader in Morelos was Emiliano Zapata, a
thirty-one-year-old horse trader, small farmer, and elected municipal
official. He headed a group of armed peasant villagers, mostly
of Indian descent, who took over ancestral lands, destroyed sugar
haciendas, and pounced on several towns. Zapata's guerrilla forces
captured the cities of Cuautla and Cuernavaca in May, the same
month that Villa and Orozco took the important northern border
city of Juárez. When uprisings continued and the federal
army proved unable to establish order, President Díaz
capitulated. On May 21, Madero and a representative of Díaz
signed the Treaty of Ciudad Juárez, which provided for
removal of the president and vice-president and called for new
elections. It also left intact most elements of the old regime,
including the federal army, yet it called for disbanding the
revolutionary armies. At the end of the month Díaz departed
for exile in France. Before leaving he said, "Madero has
unleashed a tiger, now let us see if he can control it."
When Díaz resigned, his minister
of foreign relations, Francisco León de la Barra, became
provisional president and held that office for five and a half
months. With the exception of three revolutionaries, all the
cabinet posts were held by Díaz holdovers. After receiving
a triumphal welcome in Mexico City in June, Madero devoted himself
to organizing his campaign to be elected president. Dropping
his former running-mate, he chose José Pino Suárez,
a journalist from Yucatán, as his vice-presidential candidate.
Together they campaigned, were elected, and took office the first
week in November, 1911. It then appeared that the Revolution
was over, but it was just beginning.
Madero, whom one writer termed "a
dove fluttering in a sky filled with hawks," soon had his
hands full. The utopian president ruled in accordance with the
law, maintained freedom of speech and the press, left many Porfiristas
entrenched in the cabinet and in government positions, and did
little in the way of reform. His conciliatory attitudes permitted
enemies to undermine him. As an atheist, he did not enjoy clerical
support; his nepotism and dependence on family members-three
were appointed to cabinet posts-offended many supporters; he
could not count on the loyalty of high-ranking federal army officers;
nor could he secure the cooperation of many politicians. Madero
did not recognize that the country needed and wanted substantial
economic and social changes, and he tried to stop the illegal
seizures of land. Almost immediately he was beset by conspiracies
and open opposition; even those who had fought for him turned
against him.
Emiliano Zapata, who had supported Madero
because his Plan of San Luis had promised return of land to the
villages, soon broke with "the apostle." Zapata and
thousands like him expected immediate action, but the interim
government and that of Madero proceeded in a slow, orderly way
by appointing committees "to study the agrarian situation."
Zapata then re-formed his peasant army, and on November 25,1911,
proclaimed his own agrarian program, the plan of Ayala, which
disavowed Madero as president and called for his overthrow. It
also contained the following key points
Villages or citizens unjustly deprived
of lands to which they had held title should immediately reoccupy
those lands and defend them to the utmost with arms.... Since
the great majority of Mexico can villages and citizens do not
own land and are powerless t improve their social condition or
engage in industry or agriculture because the lands, woods, and
waters are monopolized in few hands, one-third of these monopolies
of the powerful property, owners will be expropriated, with indemnity
Hacendados, cientificos, or caciques who directly or indirectly
oppose this Plan will have their property nationalized and two-thirds
of it will be se aside for war indemnity and pensions for widows
and orphans o the victims who die fighting for this Plan..
Zapata, the peasant messiah whose slogan
became "Tierra y Libertad!" (Land and Liberty!), brought
to light one of the deepest and most enduring aspects of the
Great Revolution: land hunger. That central issue, which appealed
to millions of peons, small farmers, and ranchers, as well as
to communal agriculturalists, gave unity of purpose to spontaneous
uprisings throughout the country. Zapata's movement spread from
Morelos to the neighboring states of Guerrero, Puebla, Tlaxcala,
and Mexico, where peasants burned haciendas and seized land.
They fought in bands of thirty to three hundred, obtained guns
from the enemy, and counted soldadas (women soldiers) among their
leaders. Unarmed women who cooked for the soldiers, shared their
beds, and nursed the wounded and ill were called soldaderas (camp
followers). They formed part of most guerrilla bands and part
of the regular Mexican army as well.
In addition to the depredations of Zapatistas,
Madero's government was faced with rebellions in the north. From
the state of Coahuila in December, 1911, General Bernardo Reyes,
who had returned from Europe and campaigned against Madero's
election, issued a pronunciamiento against the president. However,
when his call to arms was only feebly answered, he surrendered
and was sent to the military prison in Mexico City. In Chihuahua
the Vásquez Gómez clan, angry about being snubbed
by the president, disavowed Madero and formed a revolutionary
junta in Ciudad Juárez. And in March, 1912, Pascual Orozco,
one of Madero's earliest backers, turned against him.
Orozco was disgusted with Madero, who
had refused to support his candidacy for governor of Chihuahua
and whose regime he considered far too conservative. Issuing
the inevitable "plan," his socially advanced program
called for improved industrial working conditions (ten hour maximum
work day, etc.), nationalization of all railroads, distribution
of government land, and expropriation of all land not regularly
cultivated. Orozco's ragtag army initially achieved success in
defeating regular government troops-after one engagement the
humiliated federal general committed suicide. Finally, Madero
sent an army north under General Victoriano Huerta, a professional
soldier with a reputation for ruthlessness and a craving for
brandy. Huerta got Pancho Villa, who had rounded up his followers
again, to join him, and in a series of battles they dispersed
the Orozquistas and forced their leader into exile in the United
States. By June, 1912, the Orozco rebellion was ended.
During the northern campaign there was
a dispute between Huerta and Villa, whereupon the guerrilla leader
was arrested and sent under guard to the military prison in Mexico
City. Villa soon escaped and made his way back to the northern
border. In September when Huerta returned to the capital, he
was removed from his command by Madero, who had reasons to doubt
his loyalty. Not only had he disobeyed orders earlier while pursuing
Zapata, but he had arrested Villa and also had tried to oust
Madero's governor of Chihuahua, the prominent revolutionary Abraham
González.
Madero was opposed not only by radicals
such as Zapata, Orozco, and the renovadores (reformers) within
his own party, but also by reactionaries who wanted to regain
the power they had lost. Several conspiracies were hatched by
ranking army officers who hoped to overthrow what they considered
to be "a liberal and ineffectual government." In October,
1912, the Veracruz garrison rebelled, led by General Félix
Díaz, a nephew of the deposed dictator. Other army officers
failed to support Díaz, probably because they could not
predict success for his poorly-planned movement. Díaz
was captured and condemned to death, but the soft-hearted president
commuted his sentence to imprisonment in the penitentiary. And
nearby in the military prison was his longtime friend, General
Reyes.
From their cells the jailed generals,
Díaz and Reyes, planned a new coup d´etat and suborned
a number of army officers in the federal district. On the morning
of February 9, 1913, the two conspirators were released from
prison by military accomplices; Reyes then took command of a
unit that moved to the zócalo expecting the army guards
to open the National Palace. But a recently-appointed commander
who was loyal to Madero ordered the guards to fire, thereby killing
several attackers, including Reyes. In the exchange of gunfire
the commander of the palace guards was seriously wounded, and
there wore civilian casualties as well. Under Félix Díaz
the rebel soldiers retreated to a military fort called the Cindadela
(Citadel) about fifteen blocks away. Madero, having been advised
of the insurrection and needing an experienced officer to head
those troops still loyal, recalled General Huerta to take supreme
command. It was a fateful step.
There followed a period known as the Tragic
Ten Days (la Decena Trágica), during which troops from
the palace and soldiers from the Ciudadela bombarded each other.
Considerable damage was done in the main business section between
the two positions, and hundreds of civilians were killed or injured.
In spite of orders "to observe the strictest impartiality,"
United States Ambassador Henry Lane Wilson for some time had
opposed Madero's presidency and brazenly meddled in Mexico's
internal problems, justifying his actions by claiming to protect
foreign business interests. During this crisis he met with Huerta,
Díaz, and Madero, as well as with other ambassadors At
his urging a group of foreign diplomats suggested to Madero that
he and the vice-president should resign' but Madero indignantly
rejected the suggestion, along with a similar one signed by twenty-five
Mexican senators Meanwhile, the traitorous Huerta secretly negotiated
with the military rebels, indicating that he would join with
them at the proper moment.
The denouement came on February 18 when
General Huerta ordered the arrest of President Madero and the
vice-president. That evening the American ambassador invited
Huerta and Díaz to his office to negotiate an end to hostilities.
Under the aegis of Wilson the two Mexican generals signed the
Pact of the Embassy, which provided that Madero Would no longer
be recognized as chief executive, Huerta Would become provisional
president, and Félix Díaz would be the principal
candidate for the highest office as soon as elections could be
scheduled.
Madero's administration ended swiftly
and tragically. First, he and the vice-president were "induced"
to resign, whereupon the presidency fell to the minister of foreign
relations, Pedro Lascuráin, who immediately appointed
Huerta as his foreign minister. Then Lascuráin resigned,
making Huerta legally president. This exercise in constitutional
form during a military coup d'etat seemed comic, but it became
tragic when Madero and Pino Suárez were fatally shot.
The official report said that "while they were being transported
to the penitentiary, an armed force attempted to rescue them,
and in the confusion they were killed accidentally." Although
"the apostle" was dead the Revolution was destined
to continue.
As provisional president, General Victoriano
Huerta relied on force "to restore order." Son of a
Huichol Indian mother and a mestizo father, he had been in the
army since his teens. In his long military career he had fought
Indians in Sonora and Yucatán, opposed Zapatistas in Morelos,
arrested Villa in Durango, bested Orozco in Chihuahua, and stunned
the nation with his seizure of the presidency from Madero.
After cowing the bewildered and frightened
Congress into approving his takeover, he proceeded to rule despotically
and silence his opponents. Gustavo Madero was assassinated, presumably
on orders from Huerta; a like fate befell Abraham González,
the governor of Chihuahua. A senator from Chiapas who referred
to the chief executive as "Madero's assassin" was found
murdered; when other congressmen protested the murder, Huerta
sent eighty-four legislators to the penitentiary and dissolved
Congress.
Huerta also filled government posts with
military cronies, sent Félix Díaz on a mission
to Japan to keep him from claiming the presidency, and quintupled
the size of the federal army. When the number of enlistees lagged,
the government relied on the leva (forced conscription), under
which indigents were picked off the streets, men leaving a bullfight
or a bar were often pressed into service, and petty criminals
were transferred from jails into the army. As a result the quality
of the army declined sharply, and the federates were loathed
and feared by the general public.
A broadly-based movement to avenge the
murder of Madero and oust General Huerta arose in three northern
Mexican states. The leader was a bewhiskered civilian hacendado
named Venustiano Caranza who had been a senator in the Díaz
era and Madero's governor of Coahuila. He announced his Plan
of Guadalupe on March 26, 1913. A purely political program, it
proclaimed a national uprising against Huerta and demanded reestablishment
of the Constitution of 1857. Calling himself First Chief and
his forces the Constitutionalist Army, Carranza had the support
of three principal generals: Pablo González in the northeast;
Francisco Villa, who had escaped from prison, for the north central
region; and in the northwest, Alvaro Obregón, a rancher
from the state of Sonora whose troops included many fierce Yaqui
and Mayo Indians. While these irregular forces harassed federal
troops and gradually pushed south toward Mexico City, Zapata,
who distrusted both Carranza and Huerta, led his peasants on
the warpath in the south.
Pancho Villa's success against Huerta's
federates was partly because of the intense loyalty and bravery
of his men and partly because of his innovative military tactics.
Considering soldaderas to be an encumbrance to his highly mobile
cavalry units, Villa expelled a great number of them. He also
favored night attacks, lightning raids on military bases, and
the use of railroad trains to move troops, horses, and supplies.
An American correspondent who accompanied Villa during his attack
on Torreón in 1914 described the unique field hospital:
It consisted of forty box-cars enameled
inside, fitted with operating tables and all the latest appliances
of surgery, and manned by more than sixty doctors and nurses.
Every day during the battle shuttle trains full of the desperately
wounded ran from the front to the base hospitals at Parral, Jimenez
and Chihuahua. He took care of the Federal wounded as carefully
as of his own men.
Villa's charisma and early military victories
made him an idol of the masses. His deeds, shrouded in myth,
were perpetuated by corridos, those popular ballads sung by the
common people to commemorate events or glorify individuals. The
following verses are from a ballad about Villa:
Fly; fly away little dove
Fly all over the mesas,
And say that Villa has come
To chase them off their bases.
Get ready now, federates,
Be prepared for very hard rides
For Villa and his soldiers
Will soon take off your hides!
Impelled by his primitive concept of justice,
Villa frequently set up "people's courts," where cruelties
or injustices were denounced and the accused perpetrators summarily
dealt with on the spot. Perhaps just as often he displayed the
qualities of vengeance and violence-for example, ordering his
men to shoot prisoners or pillage towns. A Mexican saying of
the time sums up his popularity: "Villa was hated by thousands,
but beloved by millions."
Besides mobilizing army units to fight
Villa and other revolutionaries' President Huerta waged a diplomatic
campaign for American recognition of his government. By early
summer, Great Britain and forty-nine other nations had extended
recognition, but the new occupant of the White House, Woodrow
Wilson, remained opposed-he disliked the way the regime had come
to power. In the summer of 1913, Wilson recalled the American
ambassador and sent John Lind as a special commissioner with
the promise of recognition and financial assistance to Mexico
if Huerta would declare an armistice, hold free elections, and
not present himself as a candidate. Spurning the offer, Huerta
then arranged for his own election in the fall. About the same
time, the United States imposed an arms embargo that cut off
munitions shipments to Huerta's forces. Then in April, 1914,
a seemingly small event in Tampico led to American armed intervention
in Mexico.
One historian aptly termed the Tampico
incident and its sequel "An Affair of Honor." It began
when some American sailors, who had inadvertently entered a restricted
wharf area, were arrested briefly then released with an apology.
But their Yankee admiral demanded that the Mexican authorities
hoist the Stars and Stripes and give it a twenty-one gun salute.
When that was not done, and, further, when President Wilson received
news that the German ship Ypiranga was scheduled to arrive in
Veracruz with an arms shipment for Huerta, Wilson ordered the
seizure of that primary port. Unfortunately, the American bombardment
of Veracruz resulted in hundreds of Mexican casualties. It also
generated violent anti-American demonstrations in several cities,
the seven-month occupation did not prevent Huerta from getting
the arms, and the United States never received the controversial
flag salute.
Even had there been no trouble with the
United States, Huerta's regime was doomed because of the victories
gained by insurgent forces against his federal troops. After
Villa took Zacatecas in June, 1914, and Obregón entered
Guadalajara early in July, Huerta resigned and fled to Spain.
Later he went to Texas, where a plot for his return to Mexico
was cut short by his arrest and subsequent death from natural
causes. Meanwhile, Obregón's army occupied Mexico City,
paving the way for Carranza to assume the presidency in August,
1914. Carranza, like Madero, was a wealthy landowner from Coahuila,
and like him, he favored a deliberate, legal approach to Mexico's
problems.
The chaotic period following Huerta's
overthrow has been called "near anarchy"-it was highlighted
by armed struggles between former Constitutionalists allies.
Villa, who had expropriated large estates, quarreled with the
cautious Carranza over this issue and finally withdrew his support
of the First Chief. Then Zapata and twenty-seven of his generals
issued a manifesto which opposed "putting authority into
the hands of a traditional Señor of the old regime"
(Carranza) and called for immediate confiscation and division
of land. In October, 1914, a convention at Aguascalientes attended
by representatives of the revolutionary factions resulted in
further splits. The Conventionalists disavowed Carranza and chose
a new provisional president, Eulalio Gutiérrez, who, aided
by Villa s army, moved into Mexico's capital, while Carranza's
Constitutionalists, championed by Obregón, transferred
their headquarters to Veracruz.
Once again Mexico had two governments
at war with each other, a situation that divided families and
devastated much of the country. Although Gutiérrez was
nominally in control of Mexico City for a few months, actually
the capital was held and terrorized by the undisciplined troops
of Villa or Zapata, sometimes acting together, sometimes separately.
Despite their military prowess and the support of rural countrymen,
neither leader could maintain a stable government or cooperate
to complete a reform program. The Revolution seemed to be disintegrating.
Finally, Gutiérrez and some of his associates, unable
to tolerate the excesses, fled to San Luis Potosí and
ultimately to the United States.
The Constitutionalists eventually triumphed
because of the military victories of General Obregón.
First he contained Zapata in his homeland of Morelos; then, using
artillery, machine guns, and barbed-wire barricades, he defeated
Villa's cavalry in two fierce battles near Celaya in April, 1915.
Obregón had eleven thousand men in that engagement and
Villa commanded perhaps double that number. The victors later
claimed that they had killed or wounded nine thousand Villistas
and taken six thousand as prisoners. By the end of the year Villa
was back in Chihuahua with a much reduced army that resorted
to guerrilla tactics.
Villa's actions in 1916 are puzzling-only
he knew the reasons for them. In January his men stopped a train
in Chihuahua and murdered fifteen American mining engineers.
Apparently this was a reprisal against the United States for
having recognized Carranza's government and for stopping arms
shipments to Villa and other anti-Carranza revolutionaries. Or
was it an attempt to draw the American army into the Mexican
Revolution? Two months later about 360 Villistas crossed the
border and shot up the town of Columbus, New Mexico, killing
seventeen Americans. Their immediate goal was to secure arms
from an adjacent military base. The United States then sent to
Mexico a punitive military expedition of about six thousand troops
led by General John J. Pershing, but the clever Villa eluded
his pursuers, and Carranza ordered the Americans to withdraw.
The ten-month invasion stirred up further anti-Yankee sentiment
in Mexico.
Meanwhile, in 1915 Carranza reestablished
his government in Mexico City and ruled from there for the next
five years. His administration soon received diplomatic recognition
by the United States and other governments. One of the First
Chief's priorities was to suppress the continuing rebellions
in several states, notably Chihuahua, Morelos, and Yucatán.
Armies sent to those areas eventually quelled the uprisings.
He also had to deal with runaway inflation, black markets, high
unemployment, and a series of labor strikes orchestrated by the
Casa del Obrero Mundial (Workers' Hall), an anarchosyindicalist
organization that was opposed to capitalism. A1though thousands
of trade union workers, organized into six
Red Battalions, enlisted in 1915 to fight
for the Constitutionalists against Villistas and Zapatistas,
Carranza disbanded them nine months later. Then he moved to crush
the radical labor movement. After two general strikes called
by the Casa in mid-1916, government agents raided the movement's
offices throughout the country, arrested its leaders, and outlawed
the organization.
Carranza is a controversial figure in
Mexican history-was he a revolutionary or a conservative? He
did not favor expropriation of large estates, and on this issue
he was opposed by Zapata, Villa, and others. Zapata, whose primary
focus was on land redistribution, carried out extensive direct
restoration of land to peasant villages-there were no delaying
or expensive court proceedings. Pancho Villa confiscated some
large haciendas in Chihuahua and Durango, but he did not divide
them among resident peons or peasant villagers; instead, he transferred
them to state ownership or gave them to his revolutionary cronies.
Carranza, a wealthy hacendado, wanted to restore the confiscated
estates to their pre-revolutionary owners. His major concession
to agrarian reform was a decree that set up a centralized national
bureau to oversee the return to villages of lands that had been
taken illegally. Eventually forty-four thousand communal farmers
(a very small percentage of the total) benefited from this decree.
Carranza also issued decrees that legalized divorce and abolished
debt peonage, reforms later incorporated into the fundamental
law of the land.
Convinced by his advisors that he should
institutionalize some of the revolutionary actions and decrees,
Carranza re1uctantly convoked a congress that would meet in Querétaro
to draft a new constitution. Election of delegates was strictly
controlled-all who had aided with arms or served public office
under factions hostile to the Constitutionalists (Huertistas,
Villistas, Zapatistas) were excluded. Completed in six weeks,
the new Constitution of 1917 (which with later amendments is
still in force) was promulgated in February as the supreme law
of the land. Influenced by Obregón and General Francisco
Mújica, as well as by Andrés Molina Enríquez,
a promoter of agrarian reform who was not a delegate, the drafters
came up with a revolutionary document that did not please Carranza.
He generally ignored the new charter, interpreting it as a statement
of ideals and goals yet to be achieved Although the new Constitution
preserved many features of the old one of 1857, it also contained
some innovative and controversial sections, especially those
dealing with land labor, and religion.
Article 27 of the new Constitution addressed
the ancient problem of land. It stated that all property was
subject to the public welfare; it affirmed that all water and
subsoil riches belonged to the nation, which could grant concessions
for their exploitation ¡ and it declared that ejidos were
inalienable. Foreigners were not permitted to own land or to
obtain concessions unless they agreed to be considered Mexicans
and not invoke the protection of their government; and foreigners
were prohibited from acquiring direct ownership of land within
one hundred kilometers (sixty-two miles) of the frontiers or
fifty kilometers (thirty-one miles) from the seacoast. The article
directed Congress and the state legislatures to enact laws dividing
the large estates and establishing a maximum area that individuals
or corporations could own.
Perhaps the most startling provision of
Article 27 was the prohibition of religious institutions from
owning, acquiring, or administering real property-the article
clearly stated that "places of public worship are the property
of the nation." Legal justification for assuming title to
all Church property was found in the peace treaty between Spain
and Mexico wherein the former mother country ceded all royal
property to the newly independent nation. Mexican lawyers maintained
that the Spanish state, not the Roman Catholic Church, had financed
construction of the religious buildings in Mexico; thus they
were government buildings.
Not only did the Catholic Church lose
title to all of its real estate, without compensation, but in
addition other constitutional provisions severely curtailed its
activities. Article 3, which made all elementary education free,
compulsory, and secular, prohibited churches or ministers of
any creed from establishing or directing schools of primary instruction.
Article 5 outlawed monastic orders, and Article 130 restricted
priests and ministers: they were required to register with the
government; each state was authorized to limit the number within
its borders; foreign priests were to be expelled; no minister
was to criticize the fundamental laws of the country, the authorities
in particular, or the government in general; and priests were
ineligible for public office and denied the vote. The Constitution
attacked the clergy and the great landowners, as had the document
of 1857, but the new one also targeted foreign investors and
employers of labor.
The new constitutional provisions for
the benefit of organized labor marked Mexico as an advanced nation
in this field. Article 123 gave workers the right to organize,
to bargain collectively, and to strike; it set a maximum eight-hour
work day, required one day of rest each week, ordained a minimum
wage, and required double pay for overtime "which in no
case shall exceed three hours nor continue for more than three
days." Women were entitled to receive the same compensation
as men for doing the same job, they were precluded from unhealthy
or dangerous occupations, and they were to be given one month's
leave with pay after bearing a child. Employers were made liable
for on-the-job accidents or occupational diseases; and agricultural,
mining, or industrial employers were to provide schools, dispensaries,
and "comfortable and sanitary housing at a monthly rental
not exceeding one-half of one percent of the assessed value of
the property." The article also called for establishment
of government insurance plans to cover unemployment, sickness,
old age, and death. Liberal as it seems, this article was seen
by its Constitutionalist framers as a way to circumvent more
radical labor demands by members of the recently disbanded Casa
del Obrero Mundial.
Although he was elected president in 1917
and served the next three years, Carranza was either unwilling
or unable to enforce the constitutional reforms. He had distractions
stemming from World War I and Germany's bid for Mexican support
against American belligerency (the Zimmerman Telegram of February
1917), but most of all he had domestic problems. The country
was suffering from years of civil war uprisings continued to
disrupt the peace, and Carranza resorted to suppression and martial
law to maintain his waning power. Opposition by organized labor
and continued strikes led to the arrest of Luis Morones, the
principal labor organizer, who had founded the nation's first
large labor association, the Regional Confederation of Mexican
Workers, known by its acronym, CROM. In 1919 the labor secretary,
Plutarco Elías Calles, resigned to protest the government's
hostility toward organized labor.
Carranza also had problems with several
heroes of the Revolution. Zapata still demanded that one-third
of hacienda land be redistributed among landless peons, but the
president was not in favor of confiscation. When agrarian protesters
criticized the president and took matters into their own hands,
Carranza sent an army unit after them. Finally, Zapata was treacherously
assassinated in April, 1919, and his head was displayed at Cuautla
for some time to convince his followers that their messiah was
dead and to dissuade them from continuing their illegal seizures
of land.
Most serious of all was the threat from
Obregón, who had returned to Sonora where his loyalty
cooled while his presidential ambition warmed. In April, 1920,
when it became apparent that Carranza intended to control the
election so that a puppet would succeed him, armed uprisings
occurred. Obregón "pronounced" against the government;
the governor of Sonora, Adolfo de la Huerta, declared his state
an independent republic; and General Calles gathered an army
of Obregonistas who marched toward Mexico City, picking up adherents
along the way. On May 5, Carranza packed his bags (some say with
five million pesos from the treasury) and boarded a train for
Veracruz, hoping to take a ship to exile. The First Chief only
made it partway to the coast-his train was attacked, and while
fleeing his pursuers, he was murdered. Mexico's government was
taken over by de la Huerta, who served as provisional president
until the end of November, 1920, when Obregón took over
as the duly-elected president. Thus ended the first decade of
the Revolution, the military phase; the next period would be
one of postwar reconstruction.
As president of Mexico for the first four
years of the 1920s Alvaro Obregón enforced domestic peace
on the war-wracked country, resumed payments of the foreign debt,
and gradually began implementation of the revolutionary goals.
This one-armed man from the Northwest-he had lost his right arm
in a battle against Villa-was a moderate whose practical nature
permitted him to compromise on issues. To aid reconstruction
he proclaimed an amnesty, invited exiled enemies of the Revolution
to return home, and brought Villistas and Zapatistas into government.
Peace was made with Villa, who was awarded the hacienda of Canutillo
in Durango, where he lived quietly with some of his soldiers
until his mysterious assassination in 1923. One of his self-proclaimed
assassins stated that "it was a belated act of justice for
Villa's countless unpunished crimes."
Aware of continuing discontent among peasants
and proletarians, Obregón began to fulfill revolutionary
promises made to them. To assuage land hunger he established
a special agrarian commission that did not inaugurate a general
confiscation or division of haciendas. Instead, it methodically
granted titles to Indian communities that had regained their
land by force or that showed proof of prior ownership of property
that had been taken from them illegally. During Obregón's
presidency almost a million hectares of land were redistributed
in that way. The president also supported labor legislation,
encouraged the formation of trade unions, and favored Luis Morones,
whose confederation of workers (CROM) increased its membership
from 50,000 to 1,200,000. Besides consolidating the working sectors,
Obregón was sympathetic to the revolutionary demand for
an expansion of educational opportunities.
José Vasconcelos, a philosopher
and lawyer who served as minister of education between 1921 and
1924, abandoned the elitist policies of the cientificos and initiated
a vast effort to combat illiteracy and awaken the common people.
Under this great man, who inspired young men and women to devote
their lives to teaching even at very low salaries, the federal
government pursued active role. More than a thousand rural schools
were constructed; teacher training facilities were expanded;
671 public libraries were established; the Classics and other
books were printed by the government in inexpensive editions
and distributed nationwide; and "cultural missions"-mobile
units composed of teachers, public health workers, and agricultural
specialists-were sent to rural areas. In some remote places Spanish
was introduced for the first time, and everywhere teachers spread
the new gospel of nationalism.
Vasconcelos also supported folk or popular
arts, and he encouraged Manuel Ponce, Carlos Chávez, and
other composers to write ballet and symphonic music based on
indigenous themes and rhythms. A nativist musical movement had
begun during the Revolution when Mexican songs like "Adelita,"
"La Cucaracha," and "Estrellita" were written
and became popular throughout the nation.
Out of this period also came a great renaissance
of Mexican art, stimulated by government commissions for artists
to decorate public buildings. Following the pre-Columbian and
Spanish colonial traditions of fresco paintings on walls, dozens
of artists created magnificent murals in post offices, city halls,
schools, hospitals, and other government buildings. These frescoes
and mosaics became "textbooks" for the illiterate,
because they portrayed Mexico's past, the goals of the Revolution,
and showed heroes and villains of national history, often in
caricature. Glorifying Indians and mestizos, the nationalistic
artists at the same time denigrated foreigners-from thegochutin
Hernán Cortés, depicted as whipping Indian slaves,
to the yanqui John D. Rockefeller, whose Standard Oil Company
was accused of profiteering from Mexico's "black gold."
Three moralists who achieved international fame were José
Clemente Orozco, Diego Rivera, and David Siqueiros. Because the
last two were Marxists, their paintings often included a red
star, hammer and sickle, or a clenched fist.
The Revolution also inspired a nationalistic
literary flowering. Vasconcelos himself wrote The Cosmic Race
(1925), in which he exalted Mexicans (and Latin Americans) and
predicted a brilliant destiny for them because of their multicultural
heritage stemming from a blend of blood and traditions from the
New World, Europe, and Africa. Dozens of novels about the Great
Revolution were published, beginning in 1916 with Mariano Azuela's
Los de abajo (The Underdogs). Azuela, who had been a physician
with Pancho Villa's army, revealed the haphazardness and violence
of the civil war. One of his characters remarked that the Revolution
was like a volcano in eruption; another observed, "it is
like a hurricane which carries you along as if you were a dead
leaf." Martín Luis Guzmán, a journalist and
one-time secretary to Villa, titled his revolutionary-era novel
The Eagle and the Serpent; he also compiled documents and reminiscences
into an account called Memoirs of Pancho Villa. For a generation,
Mexican writers focused almost exclusively on the Revolution.
Perhaps that was natural, since the upheaval had touched virtually
every family, and during three decades government leaders constantly
referred to the Revolution as they tried to implement the program
that had evolved between 1910 and 1920.
Obregón's reform measures were
overshadowed by fiscal and political problems. Mexico's economy
and transportation had been severely disrupted. The worldwide
recession following World War I caused a slump in silver and
copper prices, and the United States government refused to recognize
Obregón's government-partly because of pressure from American
mining and petroleum companies whose officers feared nationalization
of subsoil riches. Finally, in August, 1923, a compromise was
reached in the Bucareli Agreement. Mexico conceded that Article
27 would not be retroactive-lands acquired before 1917 would
not be affected-whereupon the United States opened its embassy
again. That support came at an opportune time, because Obregón
was being challenged in the domestic political arena.
When Obregón proposed General Calles
as his presidential successor, it touched off a revolt led by
his former treaSury secretary, Adolfo de la Huerta, who enlisted
the support of ultra-conservatives as well as military commanders
in Jalisco, Oaxaca, and Veracruz. Beginning in December 1923,
the fighting continued for three months, but the rebels were
defeated. De la Huerta escaped to California, his military champions
were executed, and Calles tock Office
Plutarco Elías Calles proved to
be a ruthless and fearle9s president who was determined to carry
out the aims of the Revolution and to enforce the Constitution
Although he served only one four-year term, he Continued behind
the scenes to manage puppets in the executive office for another
six years; thus, he "ruled" Mexico for a decade. Calles
was a self-made man who had been a teacher, newspaperman and
hotel manager before he organized a brigade to aid Carranza in
the Revolution. His military service brought him the governorship
of Sonora and subsequently the tabinet post of minister of interior
(gobernación) under Obregon, from which he rose to the
presidency.
As chief executive Calles launched an
ambitious program of social improvement. His administration initiated
a public health campaign against infectious diseases; began 1arge
irrigation and highway projects; continued the expansion of educational
opportunities; established agricultura1 schools; and redistributed
more than 3,000,000 hectares (7 413 000 acres) of land, triple
the amount under Obregón He also supported trade unions
and named union boss Luis Morones as his minister of industry,
commerce, and 1abor Faced with a bare treasury and a huge government
debt of $54 million pesos, Calles adopted a rigid fiscal policy
that balanced the budget and consolidated the debt, and in addition
he established a national bank and an agricultural credit bank
He also must be given credit for attempting to reform the army
by subjecting it to civilian control, reducing its share of the
national budget to 25 percent, modernizing the military college
curriculum, and establishing Schools in the barracks to raise
the level of literacy among common Soldiers
Unfortunately, the Jefe Máximo
(Supreme Chief) a title Calles preferred, became less reform-minded
and more dictatorial as the years passed. Hundreds of his enemies
were jailed, others were dispatched by the army, and a large
number were reported to have "committed suicide." Moreover,
he and his close associates became corrupted by power and were
transformed into millionaires. Their lavish estates in the Lomas
district of the capital and their weekend houses in Cuernavaca
were referred to as "palaces of Ali Baba and the Forty Thieves."
Calles is often remembered for his controversy
with the Catholic Church. In 1926, when Archbishop José
Mora y del Río publicly reaffirmed the hierarchy's opposition
to the anticlerical articles of the Constitution, the president
moved to enforce those provisions. His administration ordered
all priests to register with the government, deported about two
hundred alien priests and nuns, secularized all primary education,
and closed seventy-three monasteries and convents. Church leaders
countered with nationwide protests and then with a papal-approved
interdiction under which they closed all Catholic churches and
the clergy abstained from administering the sacraments-even baptism
and marriage. Although this church lockout and clerical strike
lasted for three years, it failed to achieve a change in official
policy. Indeed, the government took a harder line by taking possession
of all religious buildings and Church property. Later the government
converted many church edifices to libraries, schools, museums,
health clinics, or other public functions.
The Cristero rebellion, which caused at
least fifty thousand deaths, flamed up during those years; its
name was derived from the rebels' rallying cry, Viva Cristo Rey!
(Long Live Christ the King!) This armed movement by fanatic Catholics
occurred primarily in the northern and western states of Jalisco,
Colima, Guanajuato, Durango, Zacatecas and Michoacán.
There the guerrilla forces destroyed schools and other government
property, murdered teachers, dynamited a train, killing a hundred
innocent passengers, and committed other hostile acts. In suppressing
the rebellion federal soldiers murdered priests and took brutal
revenge on suspected Cristeros or their families. Government
agents harassed prominent Catholic laymen and deported the archbishop
and five other prelates accused of aiding the Cristeros. Calles
refused to soften his anticlerical position despite the pressure
of rising public opinion at home and abroad.
Strained relations with the United States
resulted from the determination of Calles to enforce the Constitution-the
religious articles as well as those dealing with land. When he
ordered owners of petroleum properties to exchange their titles
for fifty-year leases dating from the time of acquisition, his
decree was denounced by foreign powers as a violation of the
earlier Bucareli Agreement. Finally, in 1928, a Mexican Supreme
Court decision pointing to non-confiscatory interpretation of
the legislation, and mediation by Dwight Morrow, the newly-appointed
American ambassador, temporarily settled the oil controversy.
Morrow, an able diplomat who loved Mexico and its culture, met
secretly with Calles and several Catholic representatives in
an attempt to reach a compromise on the Church-state issue. These
talks ultimately led to reopening the churches in June, 1929,
and the Cristero revolt died out, but the outcome was a victory
for the government because its laws regulating the Church were
not rescinded. (They still are in effect, though not totally
enforced.)
While Calles was embroiled in the Church
controversy, the question of presidential succession arose. The
former president, Obregón, sought the position and became
eligible alter Congress amended the Constitution to permit one
non-immediate re-election. (This violation of the no-reelection
principle was later annulled.) At the same time Congress lengthened
the presidential term to six years. Clearly Obregón would
win the election, but two "anti-reelectionist" candidates,
Generals Francisco Serrano and Arnulfo R. Gómez, were
executed "for plotting a revolt." Then in mid-July,
1928, two weeks after Obregón's election but before his
inauguration, he was assassinated by an artist who had been painting
his portrait in an outdoor restaurant. The murder stunned the
nation and exacerbated the Church problem, because the assassin
was a fanatic Catholic.
For the next six years the Jefe Máximo
dominated national politics through puppet presidents and by
his control of the official revolutionary political party, the
Partido National Revolucionario (PNR) which he organized in 1929.
One reason it was called the official party was that all civil
servants were obliged to contribute a small percentage of their
salary. (With two reorganizations and name changes, this party
has continued to govern Mexico to the present.) Emilio Portes
Gil was the first interim president; he served for two years,
until the election of Pascual Ortiz Rubio, who fell out of favor
in 1932 and was replaced by another Calles henchman, General
Abelardo Rodríguez. During the latter's term the public
schools introduced sex education, and in 1934 they were obliged
by a constitutional amendment to make all education "socialistic
and nonreligious." Catholic and conservative leaders opposed
these programs, but most Mexicans were more concerned about economic
conditions than school curriculum.
Between 1929 and 1934, the world economic
depression hit Mexico very hard. Foreign trade, a key source
of public revenue, fell by one-half; unemployment rose dramatically
and tens of thousands of destitute Mexicans returned home from
the United States. Mexican radicals, some of them Marxists, pointed
to the economic crisis and demanded a restructuring of society.
The PNR responded with a Six Year Plan to coincide with the next
presidential term. It called for a new economic system under
state control and direction, which would reform agriculture,
give wider benefits to organized labor, diminish if not vanquish
illiteracy and free Mexico from foreign economic domination.
To carry out this program the PNR backed General Lázaro
Cárdenas, the presidential candidate designated by the
Jefe Máximo.
Although he was a darkhorse candidate,
Cárdenas was no political novice. Born in 1895 in a village
of Michoacán, he left school at the age of fourteen when
his father died, became a printer, then in 1913 joined the Revolution
and fought in the brigades of Obregón and Calles. By 1920
he was a general. During the next dozen years he served as military
commander of Tampico, governor of Michoacán, head of the
PNR and secretary of war. His record as a progressive governor
made him acceptable to the radicals, and his honesty, sincerity,
and dreams for the nation won other backers. In 1934 he campaigned
extensively throughout the nation, expounding the Six-Year Plan
to peasants and workers and listening to their complaints. After
his election to the presidency he consolidated the support of
various sectors including the military forces. His entry into
national politics had been facilitated by the Jefe Máximo,
but Cárdenas soon proved that he was no puppet.
In the first months of his administration
Cárdenas resolved a conflict of authority with Calles
by publicly condemning his interference and by taking direct
action. He eliminated Calles's men from the cabinet and gradually
forced Callistas out of key positions in the PNR, governorships,
and other offices. Cárdenas, who had a puritanical temperament,
closed gambling casinos and brothels, many of them operated by
Calles's friends, and he refused to live in the sumptuous Chapultepec
Castle, converting it to a museum. When the former president
continued political intrigues, he was hustled aboard an airplane
and sent to the United States in April, 1936. Deported along
with Calles was the corrupt labor boss Luis Morones.
Organized labor underwent a revival under
Cárdenas s patronage. The old CROM group of unions was
in disarray and out of favor with the government and with many
workers as well. Backed by the chief executive, a radical labor
leader named Vicente Lombardo Toledano organized a new confederation
of Mexican workers, the Confederación de Trabajadores
de México (CTM), which received occasional subsidies from
the government. Lombardo Toledano was a professor of law, a brilliant
orator, and an intellectual with strong Marxist leanings. Under
his leadership the labor movement expanded rapidly and secured
many gains. In the Cárdenas years there were more than
twenty-eight hundred labor strikes-seven times the total of the
previous ten years, and more than during any other presidential
term. Cárdenas also helped unite disparate peasant organizations
into a powerful and officially sponsored confederation, the Confederación
National de Campesinos (CNC). However, when Lombardo Toledano
attempted to merge the peasant and proletarian unions, the president
blocked that move, because he feared it would create a political
force that neither he nor the PNR could control. (A decade later
Lombardo Toledano was a cofounder of such an organization, the
Unión General de Obreros y Campesinos Mexicanos.)
Cárdenas, who was fully committed
to agricultural reform, favored the system of collective land
tenure rather than private ownership. His administration distributed
17,889,792 hectares (44,000,000 acres) of land, which was double
the cumulative total since 1920 and more than any administration
which followed him. For the first time, entire haciendas were
nationalized and divided. Very early in his regime Cárdenas
personally attended a ceremony in the cotton-growing Laguna region
near Torreón where 356,000 hectares, which had belonged
to 332 owners, were expropriated and turned over to collective
ownership of 31,000 families numbering 150,000 people. The government
organized other collective ejidos on hundreds of former haciendas
in states from Baja California to Yucatán. To help these
new groups of peasant owners, a National Bank of Ejidal Credit,
established in 1935, extended farm loans for the purchase of
seeds, fertilizer, tools, tractors, and other equipment. And
the government constructed twelve dams to provide irrigation
water for the collective farms. Although the granting of land
to communities had great psychological value to the peasants,
unfortunately ejidos proved to be inefficient agricultural units-
partly because of their small size-and crop yields have been
disappointing.
Cárdenas's collectivist principles
applied to industry as well as farming. He sponsored a nationalization
law that authorized expropriation and conversion to workers'
cooperatives of businesses that did not comply with the labor
legislation of Article 123 of the Constitution. Under this law
the labor courts ordered a number of private enterprises to be
given to the employees. A notable example of collectivization
was the national railway system, FF. CC. Nacional de México,
most of which had been under government ownership since the Díaz
era. In June, 1937, Cárdenas reorganized the system and
transferred its administration to the railroad workers. The results
were disastrous: efficiency, safety, and service declined until
December, 1940, when the government took back ownership and management
of the railroads.
The most dramatic event of his administration
occurred in March, 1938, when Cárdenas announced the nationalization
of all foreign petroleum companies. This bold act culminated
a two-year dispute over wages for oilfield workers. The seventeen
British and North American firms had refused to pay the amount
set by arbitration and confirmed by a Supreme Court order; thus
the expropriation was based on Article 123, the labor code, rather
than Article 27, which declared subsoil wealth to be the property
of the nation. Citizens of all sectors enthusiastically supported
their president's assertion of the revolutionary promise, "Mexico
for the Mexicans," and the action was a boost for the nation's
honor, since the foreign oil companies had a long history of
operating as if they were above the law.
In the president's March 18 radio message
to the nation he summarized the dispute and briefly traced the
spectacular history of the oil companies' economic success in
Mexico. Then Cárdenas, who had been based in the petroleum
zone for several years, castigated the firms for their lack of
social responsibility:
Let us now examine the social contributions
of the companies. In how many of the villages bordering on the
oil fields is there a hospital, or school or social center, or
a sanitary water supply, or an athletic field, or even an electric
plant fed by the millions of cubic meters of natural gas allowed
to go to waste?
What center of oil production, on the
other hand, does not have its company police force for the protection
of private, selfish, and often illegal interests? These organizations,
whether authorized by the Government or not, are charged with
innumerable outrages, abuses, and murders, always on behalf of
the companies that employ them.
Who is not aware of the irritating discrimination
governing construction of the company camps? Comfort for the
foreign personnel; misery, drabness, and insalubrity for the
Mexicans. Refrigeration and protection against tropical insects
for the former; indifference and neglect, medical service and
supplies always grudgingly provided, for the latter; lower wages
and harder, more exhausting labor for our people....
Another inevitable consequence of the
presence of the oil companies, strongly characterized by their
antisocial tendencies, and even more harmful than all those already
mentioned has been their persistent and improper intervention
in national affairs....
Even though Mexico agreed to compensate
the former owners, nationalization of the oil properties caused
some unfavorable international reaction. Diplomatic relations
with Great Britain were severed for three years, but the Good
Neighbor Policy of the United States kept channels open in that
direction. For a few years oil production declined under the
new government monopoly called Petróleos Mexicanos, or
Pemex, and most foreign oil companies boycotted and refused to
transport Mexican oil or sell the nation vital petroleum equipment.
Upon the outbreak of World War II and a subsequent financial
settlement with the companies (British firms received $81 million
and American companies $24 million, plus interest), Mexico's
petroleum industry boomed again.
Offsetting the anti-foreign feelings that
accompanied Mexico's property expropriations was the government's
vigorous effort to promote tourist trade, particularly from the
United States. In April, 1936, Cárdenas established a
Department of Tourism that launched an advertising campaign heralding
Mexico's architectural treasures, folk
arts, Indian cultures unique cuisine, and scenic wonders. The
Pan-American high way from Laredo, Texas, to Mexico City was
completed; so were all-weather roads from the capital to Acapulco
and Guadalajara. Thousands of Americans drove by automobile to
Mexico, where they not only contributed significantly to the
economy, but also created a new bond between the people of Mexico
and the United States. The influx of foreigners in those years
included many Spanish refugees who became permanent residents.
During the Spanish Civil War (1936-39),
Mexico supported the Republic through diplomacy in the League
of Nations and by furnishing arms and munitions to the beleaguered
republican Loyalists. When Francisco Franco triumphed, Mexico
never recognized his government nor exchanged diplomats with
his regime until after Franco's death forty years later. The
greatest impact of that struggle on Mexico was the arrival of
thousands of anti-Franco Spanish refugees (estimates vary from
sixteen to forty thousand) who were offered Mexican citizenship.
Many of these Spaniards were intellectuals, professionals, or
highly-skilled technicians; some were Communists, but that did
not dismay Cárdenas, who, while he was not himself a Marxist,
sympathized with the goals of socialism. Cárdenas also
granted asylum to the Russian revolutionary, Leon Trotsky, who
was brutally murdered there in 1940 by a Stalinist agent.
Maneuverings of Communists and Fascists
in Europe had repercussions in Mexico, where Nazi and Spanish
Falangist agents recruited followers. A number of ultra-conservative
Mexicans became members of a right-wing organization founded
in 1937 and known as the Unión National Sinarquista (UNS).
The ideology of this organization was based on the trinity of
God, church, and family under an authoritarian government; members
were obliged to obey without question orders from their leaders.
At first Mexican Marxists opposed this group, but during the
Soviet Russian-Nazi German rapprochement of August, 1939, to
June, 1941, they followed orders from Moscow to cooperate with
the Fascists and to oppose the democratic countries.
The outbreak of World War II in September,
1939, influenced Mexico's choice of a president to succeed Cárdenas.
Radical members of the official party, which had been reorganized
in 1938 and re-named the Partido Revolucionario Mexicano (PRM),
favored General Francisco Mújica, author of key articles
of the Constitution of 1917 and the oil expropriation document
of 1938, but Cárdenas preferred his moderate secretary
of defense, General Manuel Ávila Camacho, who became the
official candidate. His principal opponent was General Juan Andreau
Almazán, candidate of a new conservative party called
the Partido de Acción National (PAN). After a lively campaign,
the official party candidate won by the usual overwhelming majority.
Ávila Camacho's election marked
a watershed in Mexico's history-government policy abruptly became
more conservative. The emphasis on acute radical nationalism
and rights of peasants and proletarians was replaced by a focus
on modernizing the nation through economic development, especially
by industrialization. Because of this change many historians
have concluded that the Great Revolution ended in 1940.