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A Sociology of Shame
and Blame
Insiders Versus Outsiders
Graham Scambler
A Sociology of Shame and Blame
Graham Scambler
A Sociology of Shame
and Blame
Insiders Versus Outsiders
Graham Scambler
Emeritus Professor of Sociology
University College London
London, UK
Visiting Professor of Sociology
Surrey University
Guildford, UK
© The Editor(s) (if applicable) and The Author(s), under exclusive license to Springer
Nature Switzerland AG 2020
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Contents
1 Introduction 1
7 Conclusion 105
References 109
Index 115
v
List of Tables
vii
CHAPTER 1
Introduction
Abstract This chapter sets out the major themes of this study of shame
and blame. The first describes the relationships between agency, cul-
ture and structure. The second emphasises the importance of covering
macro-, meso- and micro-perspectives. And the third focuses on the
need to consider how change might be accomplished. The four princi-
pal reference groups used in the study are then introduced. These are
migrants and refugees; the long-term sick and disabled; the homeless;
and sex workers. The chapter ends by anticipating the contents of the
remaining chapters in the book.
Migrants/Refugees
Movement around the globe is breaking historical records, both in abso-
lute numbers and in proportions of (national) populations. The ‘push
and pull’ factors at work are varied but there is no doubting the causal
role of climate change and shifting ecological systems, geopolitics, wars,
and absolute and relative poverty. Definitions of migrants are resonant of
these causal factors, but have also become increasingly ‘weaponised’ for
political purposes, as is evidenced by the election of Trump in the USA
and the narrow opting for a UKIP-promoted Brexit in the UK. This is
especially true of international migration, a term that only too often sub-
sumes, and calculatingly so, asylum seekers in pursuit of places safe from
persecution, torture and even state-sanctioned homicide.
A general typology of migration might differentiate between four
broad categories:
Homeless
Historically, there has always been a small homeless ‘vagrant’ fraction in
Western populations. In the UK, it was an inconspicuous minority until the
Thatcher, and ‘Thatcherite’, 1980s; and since 2010, it has grown exponen-
tially. The statistics back up my personal observations over time in London:
my first academic appointment as a Research Associate at St Bartholomew’s
Hospital was in 1972 and I remained a commuter, latterly at UCL, until
retiring in 2013 (and have I have visited weekly subsequently). Rare—and
more tolerated—outsider presences adjacent to underground stations have
translated into multiple—less tolerated—pleas for loose change at reg-
ular intervals along London’s major highways. Finding spots to sleep has
become a skill in its own right, with hostels often deemed risk environ-
ments and many homeless-friendly public spaces being purposively ‘armed’
by spikes. The homeless have for many become workshy, ‘skiving’ beggars.
Definitions and legal responsibilities vary. In England, there has for
some time been no statutory duty on councils to house everyone who
becomes homeless, but they must find somewhere for a person to live
if they are demonstrably ‘vulnerable’, as in the case of families with
1 INTRODUCTION 9
Sex Workers
Definitions of sex work, a more accurate as well as respectful
nomenclature than prostitution, tend to be far-reaching, in the UK
extending to all those who offer sexual services for any kind of remu-
neration, goods or services. As with migrants and refugees and the
10 G. SCAMBLER
UK have at one time or another paid for sexual services. It goes with-
out saying that only those with high incomes can afford to consort with
workers charging in excess of £1000 per night or to take them abroad on
holidays (sometimes on business expenses). Client motivations too are
more complex than many suspect. Added to ‘sex uncomplicated by the
nuts and bolts of a relationship’, maybe incorporating clandestine fan-
tasies like spanking or domination, are the likes of sex addiction, bro-
ken relationships, loneliness and the despair of ever having a partner.
There are sex workers who offer their services exclusively to people with
disabilities.
The chapters that follow refer to and develop theories around stigma
and stigmatisation with reference to these four subpopulations, largely
but not exclusively in the UK. Firstly, a general theoretical frame is
outlined. Starting from the justly influential but increasingly queried
account of Goffman (1968) and extending to insider/outsider analyses
advanced by theorists from non-interactionist schools of sociology like
figurational sociology, a series of themes that inform and shape subse-
quent chapters are laid out. The frame with which the chapter concludes,
owing much to critical theory and critical realism, forms the conceptual
basis on which Chapters 3–6 build.
Chapter 3 deploys Habermas’ (1984, 1987) distinction between sys-
tem and lifeworld to consider the minutiae of shame and blame in the
latter. How, I ask, do these normative intrusions into the day-to-day con-
duct of affairs play out in people’s sense of self and of others. What is
it like to be ‘othered’? Here, the causal interplay of agency, culture and
structure is confronted. They are also re-theorised by reference not only
to Habermasian critical theory but also to the critical realism of Bhaskar
and Archer. Illustrations are forthcoming from the substantive literature
on the marginalised groups under scrutiny.
In Chapter 4, the focus is on ways in which macro- and micro-
theories might be optimally linked via the fostering of meso- or middle-
range theories. A series of meso-theories around stigma and deviance and
the insider/outsider binary are promulgated. Theorising of this sort, it
is maintained, is the very lifeblood of professional sociology. Accent is
placed on the salience of what I call metareflection, namely the mining of
extant theory and research from across and beyond the discipline of soci-
ology: the core contention here is that sociologists are under pressure to
‘compress the past’, to neglect past/historical scholarly accomplishments
in favour of up-to-date publications, in the process reinventing many a
12 G. SCAMBLER
wheel. Links are explored here between the latest phase of ‘financialised’
capitalism and the flotsam and jetsam of everyday interaction.
Chapter 5 revisits the notion that the social and sociological can never
‘wrap up’ or decisively conclude causal analyses of any social phenom-
ena. This is: (a) because biological, psychological and social mechanisms
are always and continuously in play—issuing in what critical realists call
‘tendencies’; (b) because one social mechanism can compromise or annul
another; (c) because agency and contingency have to be factored in; and
(d) because in any ‘open system’, or society, biological, psychological and
social mechanisms, though ‘irreducible’, do not, it follows from (a) to
(c), simply and unambiguously result in observable events.
In Chapter 6, the fruit of the framing and substantive references
offered throughout the volume culminate in a revised sociology of stigma
and new understanding of insider/outsider dynamics for the—many
now argue doomed—financial capitalism of the early twenty-first century
(Streeck, 2016; Wallerstein et al., 2013). A preliminary test of this ‘new
understanding’ is its capacity to expose and explicate the stigmatised,
outsider status of the four subpopulations under scrutiny. In this chapter
and the conclusion that succeeds it, an appropriate programme for con-
tinuing research is spelled out. This necessarily represents a transnational
or global challenge, matched by a global sociology; a global sociology
cannot collapse into an occidental sociology writ large.
References
Ashley, J. (1973). Journey into silence. Oxford: Bodley Head.
Beaumont, P. (2018, June 19). Record 68.5 million people feeling war or perse-
cution worldwide. The Guardian.
Goffman, E. (1968). Stigma: The management of spoiled identity. Harmondsworth:
Penguin.
Greenfield, P., & Marsh, S. (2018). Deaths of UK homeless people more than
double in five years. The Guardian. www.theguardian.com//society/2018/
apr/11/deaths-of-uk-homeless-people-more-than-double-in-five-years.
Habermas, J. (1984). Theory of communicative action, volume 1: Reason and the
rationalization of society. London: Heinemann.
Habermas, J. (1987). Theory of communicative action, volume 2: Lifeworld and
system: A critique of functionalist reason. Cambridge: Polity Press.
Homeless.org.uk. (2018). www.homeless.org.uk/facts/homelessness-in-numbers/
rough-sleeping-our-analysis.
1 INTRODUCTION 13
that Goffman got it wrong, more that there are telling ‘absences’ in his
dramaturgical perspective and in the primary focus of his research.
Goffman’s primary interest was in the structure of mundane or every-
day interaction. His micro-sociological project was to expose the inter-
actional rules that, knowingly or otherwise, people follow: these rules,
he maintained, regulate interaction. Moreover, the structuring of mun-
dane face-to-face interaction via such rules functions to stabilise the
social order. His analyses were termed ‘dramaturgical’ because he noted
that people conduct themselves in the lifeworld much as actors perform
in the theatre, that is, in accordance with learned scripts. He specified
a number of what he called ‘ground rules’ that announce the means
available to people to accomplish their goals. These provide norma-
tive regulation. To cite an instance, one primary ground rule has to do
with ‘maintenance of face’, which requires people—like actors perform-
ing on a stage—to present and sustain positive images of the self and to
acknowledge the relevance of this same process for those with whom
they interact. This is accomplished through ‘acting lines’: participants in
interaction typically act to prevent lines from being discredited, in this
way avoiding loss of face for all those involved. When push comes to
shove, social life is predictable to the extent to which those who interact
arrive at a tacit or consensual working definition of the situation.
Definitions of the situation can, and often do, reflect the distribution
of power in a group or a society. Goffman found in his study of
a psychiatric unit, for example, that an individual’s performed self can
be, and frequently is, challenged by others proffering a rival definition.
The moral? The self, Goffman (1968b) asserts, is not a property of the
individual to whom it is attributed, but rather resides ‘in the pattern of
social control that is exerted in connection with the person by himself
and those around him’ (note the predictable and sexist phrasing of the
patriarchal day). The self, in other words, is the product of an institu
tional nexus of performances (though it should be stressed that the psy-
chiatric unit—an example of what Goffman called a ‘total institution’—is
an extreme form).
Rule-breaking, Goffman argued, is as important for the mainte-
nance of social order as rule-following. Moreover, rule-breaking, or
‘remedial interchanges’, is very common. This is because interactional
exchanges are structured primarily to allow individuals to ‘adjust’ while
pursuing their personal goals with a minimum of fuss and disruption.
Rule-breaking of this type, typically accomplished through ‘accounts’,
2 THEORETICAL PERSPECTIVES ON SHAME AND BLAME 17
the term stigma, then, will be used to refer to an attribute that is deeply
discrediting, but it should be seen that a language of relationships, not
attributes, is really needed. An attribute that stigmatizes one type of pos-
sessor can confirm the usualness of another, and therefore is neither credit-
able nor discreditable as a thing in itself. (Goffman, 1968a: 13)
Goffman’s Limitations
One of the most significant planks of Durkheim’s contribution to the
genesis of sociological investigation was his (methodologically holist)
insistence on the discipline’s pursuit of ‘social facts’; indeed, he viewed
sociology as the empirical study of social facts. Social facts here comprise
the values, norms and structures that transcend individuals and can exer-
cise constraint and control over them. For him concepts like social class
cannot be reduced to what individuals think and do. Even what strike as
uniquely individual acts, like suicide, must be broached sociologically as
irreducibly social. Social facts act on individuals as ‘externally’ constrain-
ing and/or controlling. Durkheim here paves for a general and perva-
sive criticism of Goffman’s input on stigma. It is not just that his point
of interest is the micro-sociology of social/dramaturgical exchange.
It is rather that it is misleading and unacceptable to ignore or neglect
‘external’ macro- and meso-social constraints/controls on the lifeworld.
Interestingly, Tyler (2018) has recently noted that Goffman actively
resisted, even condemned, attempts to broach macro- and meso-, and
especially macro- and meso-political, phenomena in the name of socio-
logical endeavour.
One way of illustrating the importance of Durkheimian social facts
is via the figurational sociology of Elias (2000). Elias specialised in the
long-term unfolding of social phenomena and their often unheralded
and gradual insinuation into people’s lives. He framed this in terms of
2 THEORETICAL PERSPECTIVES ON SHAME AND BLAME 19
Language: English
THE
NATIONAL GEOGRAPHIC MAGAZINE.
SOUTH AMERICA.
ANNUAL ADDRESS BY THE PRESIDENT,
GARDINER G. HUBBARD.
Two years ago I selected for my annual address Africa, or the Dark
Continent; last year Asia, the Land of Mountains and Deserts; this year
I have chosen South America, the Land of Rivers and Pampas.
THE MOUNTAINS.
The Andes rise in the extreme south at Cape Horn, run in a northerly
course through Patagonia and southern Chili; thence continuing in
three nearly parallel ranges, the western chain called the Andes, the
others known as the Cordilleras, through Peru, Bolivia and Ecuador to
Colombia. The Cordilleras and the Andes are connected in several
places by knots or cross-chains of mountains. In Colombia the Andes
turn to the northwest, reaching their lowest elevation at the Panama
canal, and continue thence, through Central America and North
America as the Rocky Mountains, to the Arctic ocean. Near the source
of the Magdalena and Cauca rivers in Colombia, the eastern range is
deflected to the east along the northern coast of South America. The
central range disappears between the Magdalena and Cauca rivers.
The Andes form the water-shed of the continent. The waters on the
western slope flow into the Pacific ocean. The rivers that rise on the
eastern slope, in northern Peru and Ecuador, force their way through
the Cordilleras and at their foot drain the montaña of Bolivia, Peru and
Brazil. In the southern part of Peru and upper Chili there is a broad
sierra or plateau, at an elevation of from twelve to fourteen thousand
feet. The streams that rise in this sierra either empty into salt or
alkaline lakes or sink into the ground.
RIVER SYSTEMS.
A great oceanic current flows along the western coast of Africa to the
equator, where it is deflected across the Atlantic ocean and becomes
the equatorial current. On reaching the coast of South America near
Cape St. Roque, it is again deflected north and south. Trade winds
blowing over the equatorial current reach the coast at Brazil
surcharged with vapor; as they follow up the valley of the Amazon the
vapors are partially condensed and frequent showers refresh the land;
but when the clouds at the foot-hills of the Andes meet the colder
winds from the south and strike the snow summits of the Cordilleras,
all the moisture is condensed, and the rain falls in tropical showers for
half the year and waters the largest and richest valley in the world.
In this valley, among the Cordilleras, three great rivers—the Orinoco,
the Amazon and La Plata—rise. The mountain ranges north and south
of the Amazon divide this great valley into three lesser valleys, down
which the Orinoco, the Amazon and La Plata flow, watering three-
fourths of South America.
The Orinoco.
The whole valley for 1600 miles is filled with dense and tangled forests.
Noble trees of unrivalled beauty blossom in endless prodigality. Birds of
gorgeous plumage nestle in their lofty recesses. Tall ferns, vines,
creeping plants and parasites form a dense tangle of undergrowth,
swarming with life. Myriads of insects in great variety, reptiles of
strange and singular form, lizards and venemous serpents find their
homes and sustenance in the wild, dense mass of vegetation.
The Amazon.
The valley of the Amazon collects its waters from a region 1800 miles
wide from north to south and 2500 miles long from the Andes to the
Atlantic ocean. Even at the foot of the Andes the Amazon is a mighty
river. The valley rapidly narrows to a width of 600 or 700 miles, and
then more gradually to the ocean, where it is only 150 miles wide. Its
total fall from the foot-hills of the Andes to the Atlantic is very slight,
not over three or four hundred feet, and probably considerably less.
The rims of the valley are formed of diorite and sandstone, and are
raised only a little above the flood-plain, which is formed of mud and
silt, the detritus brought down by the Amazon and its tributaries. The
flood-plain is from fifty to one hundred miles wide, gradually narrowing
as it approaches the ocean. Through this valley the Amazon cuts its
way, separating often into channels which sometimes run parallel to
each other for several hundred miles, frequently forming large islands,
or expanding into lakes. Similar flood-plains are found on all its larger
tributaries.
Up from the ocean into this valley an immense tidal wave rolls, with a
bore, twice a day, forcing back the current of the Amazon 500 miles
and inundating a portion of the flood-plain.
The sea breeze blows up the valley about a thousand miles. Then for
1500 miles the atmosphere is stagnant and sultry; the climate is that
of a permanent vapor bath. The dense foliage forms dark, lofty vaults
which the sunlight never penetrates, and over all hangs a perpetual
mist. The abundance and beauty of vegetation increases, and the trees
which at the mouth of the river blossom only once a year, here bloom
and bear fruit all the year round.
Many great rivers run into the Amazon from the north and the south,
most of them navigable, for many hundred miles. The Madeira, its
greatest tributary, after running 2000 miles, empties into the king of
rivers, without making any perceptible difference in its width or depth.
This mighty current, rushing into the ocean, meets the equatorial
current and for over one hundred miles keeps on nearly a straight
course, when the stronger and mightier oceanic current deflects it to
the north. At from 200 to 300 miles from land, the sea is strongly
tinged, and in April and May has nearly the clay-yellow hue of the
Amazon. And even further north, about 400 miles from its mouth, the
naturalist on the Amazon tells us, "we passed numerous patches of
floating grass mingled with tree trunks and withered foliage; among
these I espied many fruits of the Amazonian palm. And this was the
last I saw of the Amazon."
The San Francisco, about 1800 miles long, rises near Rio de Janeiro
and flows north about 1200 miles between parallel ranges of
mountains, then turns east and forces its way through the coast range
to the Atlantic ocean. It runs through the gold and diamond regions of
Brazil, and has a considerable population along its banks. It has many
falls and rapids, and considerable slack-water navigation.
GENERAL DESCRIPTION.
In South America only one dominant race is found, and though natural
boundaries exist, yet they do not serve as boundaries to the different
states, other than Venezuela and Guiana. Venezuela and Guiana are
watered by the Orinoco and by several rivers that flow from the
Amazonian mountains to the ocean. The whole coast is low and fertile,
but hot and unhealthy. The principal product is sugar, raised by
negroes and coolies. The interior is sultry and thickly wooded; it is
inhabited by Indian tribes, the principal of which are the cannibal
Caribs, and by negroes as uncivilized as any of the tribes in Africa.
Guiana is controlled by the English, French, and Dutch. Cayenne, the
prison for French convicts, is the capital of French Guiana.
In Brazil, besides the Amazon, La Plata and San Francisco, there are
several large rivers with fertile valleys; but occasional droughts,
sometimes lasting for two years, will prevent portions of Brazil from
becoming densely inhabited.
On the Pacific coast south of Ecuador, the rainfall becomes less and
less. For three thousand miles along the coast of Peru and Chili there is
no natural harbor; a plain from ten to fifty miles in width extends from
the Pacific to the foot-hills of the Andes. The Antarctic current runs
along this coast; the southeasterly winds blow over it on to the land
and cool the air; but as the winds are of low temperature their scanty
vapor is dissipated by the heat radiated from the land, and not a drop
of rain refreshes the thirsty soil. Many mountain torrents run from the
snow-clad summits of the Andes, and the beauty of their narrow
valleys forms a grateful contrast to the dry and barren sands of the
plain.
In the southern part of Chili and in that part formerly called Patagonia,
rain is abundant and the country is fertile.
The level land crosses the La Plata and continues southward through
the Argentine Republic and Patagonia to the Straits of Magellan. Within
this plain lie all the interior of Venezuela and Brazil, a part of Bolivia, all
Paraguay, Uruguay, and the Argentine Republic. The pampas resemble
our prairies, but run from north to south, while the prairies run from
east to west.
The streams in the plain south of the valley of the La Plata rise in the
Andes and flow southeastward to the Atlantic.
THE ABORIGINES.
In South America there are more than one hundred distinct languages,
and two thousand dialects. About five or six million Indians have as
many dialects as are found among the 800,000,000 inhabitants of
Europe and Asia. Their languages are polysynthetic, being of a higher
type than the agglutinative languages. In the polysynthetic tongue the
substantive, adjective and verb are joined or combined, and oftentimes
a whole sentence will be comprised in a single word.
The natives in the valleys of the Orinoco and Amazon are forced to
cultivate a little ground on the flood-plains, as the forests are thick and
impenetrable. They live principally on the fruit of the palm (of which
there are five hundred varieties), cocoa and bananas, fish and turtles.
There are no roads or paths through the forests except the numerous
channels of the rivers, called igarapes or furos. The tribes on the
pampas live principally on game and wild cattle.
Humboldt tells us that the navigator on the Orinoco sees with surprise
at night the palm trees illuminated by large fires. From the trunks of
these trees are suspended the habitations of a tribe of Indians, who
make their fires on mats hung in the air and filled with moist clay. The
same palm tree furnishes also food and wine and clothing, and thus
supplies every want and even the luxuries of life.
On this lake are the remains of the most ancient civilization of South
America. Cyclopean ruins of temples and fortresses stand as perpetual
monuments of a vanished culture; when and by whom they were
erected, we know not; their builders left no other record of their
existence. The wandering Indians told the first Spaniards that they
existed before the sun shone in the heavens. From one of the rocky
islands of Lake Titicaca, about the year 1000 or 1100, the Sun, parent
of mankind and giver of every good gift, taking compassion on the
degraded condition of the Indians, sent two of his children, Manco
Capac and Mama Oello Huaco, to gather the wandering tribes into
communities, to teach them the arts of civilized life and to inculcate
the worship of the Sun. From Lake Titicaca, this brother and sister,
husband and wife, went down the valley to Cuzco, where they were
bidden to found an empire. Manco Capac was thus the first Inca. There
were ten or twelve Incas before the conquest of Peru. Their conquests
extended through the entire valley of the Cordilleras, until over four
hundred tribes, with a population of many millions, became subject to
their dominion.
The territory of the Incas extended from the southern part of Chili
northward into Colombia, beyond Quito, a distance of two thousand
miles, and west to the Pacific Ocean. On the eastern slope of the
Cordilleras, toward the great plain of the Amazon, the Incas met a
stronger and more savage people, with whom they were in constant
warfare. In the several passes of the Cordilleras they constructed
fortifications to protect their borders and prevent invasion.
The capital of the territory, Cuzco, was situated in a beautiful valley ten
thousand feet above the sea. Amidst the Alps, such a valley would be
buried in eternal snow, but within the tropics it enjoys a perpetual
spring. Here the Incas loved to dwell, and remains of immense
fortresses, palaces and temples, testify to their power and culture, and
to the number of their subjects. Tens of thousands of laborers must
have been required to construct such edifices. When we reflect that
these people had no beasts of burden except the llama, which could
only carry light loads, and no mechanical means for transporting the
vast blocks of stone used in constructing these buildings, we are
astonished at what they accomplished. The pyramids of Egypt are not
more wonderful.
Great highways were built, running north, south and west, connecting
different parts of the Empire. One followed the valley between the
Cordilleras and Andes to Quito, another crossed the Andes and
followed the sea-coast north and south to the extreme limits of their
country. All traveling was on foot. Large and comfortable tambos, or
inns, were erected every few miles, and larger ones at the end of a
day's journey. Couriers were stationed at regular intervals, each of
whom had his allotted station, between which and the next it was his
duty to run at a certain pace bearing his message, and on his approach
to the next station he signalled to the next chasquir, as the couriers
were called, to be ready to carry forward the message. In this way, it is
said, about 150 miles a day were made.
The country of the Incas had every variety of climate, and the products
were those of every part of the new world. On the coast, perpetual
summer reigns, with all the variety and beauty of tropical vegetation.
At a higher elevation, the trees are always green, and while one kind
sheds its blossoms and ripens its fruit another is budding and unfolding
its bloom. Meantime, on the top of the mountains is eternal winter. In
some places, as at Potosi, the changes of temperature are frequent
and extremes of heat and cold are experienced in a single day. The
weather in the early morning is frosty; in the forenoon, mild and
balmy; in the afternoon, scorching, and in the evening, cool and
delicious.
The conquered tribes were incorporated into the nation and became
the people of the Incas. If the conquered tribe was strong and warlike,
some of its members were removed to distant parts of the country and
were replaced by the inhabitants of those regions, to whom privileges
and immunities were given as compensation for the change of home.
The conquered tribes quickly realized the benefits of the rule of the
Incas and became faithful and loyal subjects.
Their only means of writing was by a cord, called quippus, about two
feet long, composed of threads of different colors twisted together,
from which a quantity of smaller threads hung like a knotted fringe.
The colors denoted sensible objects or sometimes abstract ideas,
though the principal use of the quippus was for arithmetical purposes.
When Pizarro landed in Peru there were two Incas, one at Cuzco and
the other at Quito, and the bitter conflict which was raging between
them made the conquest of both easy. Pizarro had only 180 followers,
but they were Spanish cavaliers, carrying fire-arms; and with this small
force he overturned the Incas and enslaved the people. The
descendants of the Quichuas, or the people of the Incas, still inhabit
the land—a mild, apathetic, servile and dejected race. It is said that
after the conquest the women put on a black mantle, which they have
worn ever since, as perpetual mourning for the last of the Incas.
Three hundred and fifty years ago, Gonzalo Pizarro, then governor of
Upper Peru, heard of a land of silver and gold, spices and precious
stones; a land where spring reigned and all tropical fruits abounded.
He determined to follow the little stream which, rising in the Andes,
near Quito, flowed eastward; to explore the country, and find the
happy land. He set out with 350 Cavaliers, mounted on Spanish horses
and attended by 4000 Indian slaves.
The first part of the route was easy; the little stream soon became a
river, then broadened into the Napo; but the farther they went, the
slower and more difficult was their progress as they passed from the
open forest and the cool and invigorating breezes of the Andes into the
sultry valley of the Napo. Their way now led through forests more
dense, darker and more impenetrable than those described by Stanley,
for the valley of the Amazon is richer than the valley of the Congo.
Natives armed with poisoned arrows opposed their progress; food
became scarce, treachery was on every side, and their number
gradually diminished by death and by desertion of the slaves.
The natives told them of a greater river than the Napo which they
would find a few days' voyage farther down. This river, they said,
flowed through a more populous and richer country, where food was
abundant and gold was found in every stream. Pizarro determined to
build a bark and to send Orellano as commander to find and return
with food and succor. For this vessel, the forests furnished the timber;
the shoes of the horses were converted into nails, distilled gum was
used for pitch, and the garments of the soldiers were a substitute for
oakum. In two months, a brigantine was launched, the first European
vessel that ever floated on the waters of the Amazon. The Napo grew
broader and deeper as the little company rapidly floated down, until it
became a mile wide. Three days after they left Pizarro, they saw before
them a river, many times larger than the Napo, which the Indians
called Parana-tinega, King of Waters; but we call it the Amazon. There
was no cultivation, little food could be obtained, and the Indians were
hostile instead of friendly. What was to be done? Behind them was the
wilderness, before them the promised land. The journey back would be
difficult and dangerous; the temptation to explore the wonderful river
was too great to resist. One man alone was faithful to Pizarro, and he
was left on the bank while Orellano sailed down the river. The wonder
of the explorers daily increased as other rivers larger than the Napo
flowed into the Amazon, now on the north, more frequently on the
south. Month after month passed, the river grew so broad that they
could not see from one side to the other. Great islands were passed,
channels running parallel with the main stream larger than any river
they had ever seen. Still on they went, till after several months they
reached the Atlantic Ocean. Then they sailed north in their little boat,
skirting the coast to Trinidad, where they found a vessel which bore
them to Spain. They recounted the story of the great river; the
wonderful country through which they passed; and the rich mines of
which they had heard. They told fabulous tales of the Amazonians they
had encountered, strong and masculine women, armed with bows and
arrows, living by themselves, admitting men into their country only one
month in the year, killing or sending away the male children and
training the girls to become amazons and warriors.
Orellano was received by the Queen; his treachery was forgotten and a
new expedition was sent out under his command; but he died before
reaching the river.
Meantime, Pizarro and his followers slowly and with difficulty made
their way down the Napo, taking as many months to reach the Amazon
as Orellano had taken days. They looked in vain for their companions,
but found only the solitary man who had been left behind, scarcely
alive, and from him learned of Orellano's desertion. Further
explorations being impossible, they turned back, reached Quito two
years after their departure, their horses gone, their arms broken or
rusted, the skins of wild animals their only clothing. "The charnel
house seemed to have given up its dead, as they glided onward like a
troop of spectres." Half of the Indians had perished, and of the three
hundred and fifty cavaliers only eighty were left.
Such was the end of an expedition which for dangers and hardships,
length of duration, and constancy displayed is probably unmatched in
the annals of American discovery.
GUIANA.
Guiana is the only country of South America not inhabited by the Latin
race. It was acquired for Great Britain by one who acted contrary to his
instructions in attacking a power, Spain, with which his own country
was at peace.
Sir Walter Raleigh determined to find this country and bring to his
queen its fabulous riches, for he believed that the silver and gold mines
of Mexico and Peru had made Spain the first state in Christendom
—"that purchaseth intelligence and creepeth into counsels and
endangereth and disturbeth all the nations of Europe."
In 1595, Sir Walter sailed from England and arrived at the Isle of
Trinidad, where he overthrew the Spaniards, then sailed up the
Orinoco, or one of its branches, four hundred miles, until hunger and
sickness compelled him to return. Although he did not reach the
golden city, he could see the mountains far in the distance which he
believed surrounded it, and he found the shining sand on the banks of
the Orinoco. In Guiana he raised the flag of England and compelled the
Indians to swear fealty to his queen.
The gold and silver mines of Peru have failed; little gold has been
found in Guiana, but its rich and fertile soil, watered by tropical rains,
has been a source of greater wealth than the gold mines of Peru.
As the countries of South America were all settled at about the same
time and by the same race and have passed through a like history,
they can be considered as a whole.
The United States and Canada, with a rough, uncongenial climate and
sterile soil, were settled by the Anglo-Saxons, the remainder of the
western continent by the Latin race and, excepting Brazil and Guiana,
by Spaniards. In North America the Anglo-Saxon race has dominated,
carrying civilization from the Atlantic to the Pacific, expelling and
exterminating the aborigines. There has been no mingling of the
Anglo-Saxon and Indian races, no backward step, but ever civil,
religious and intellectual progress. The Latin race conquered Central
America and South America, a perfect Eden of natural loveliness, one
hundred years prior to the settlement of the Anglo-Saxon; yet to-day
they constitute but a thin layer over a scarcely populated country. Their
leaders were men of unbounded ambition, rapacious, of great
endurance, but cruel and unscrupulous. They sought adventure,
expecting it would bring them gold and silver. For that end they
plundered, despoiled and enslaved the Indians. Gold and silver flowed
into their hands; luxury, effeminacy, and weakness followed.
The Spaniards are the grandees of the country; too proud to work,
they leave all business to the foreigners and all labor to the Indians,
retaining in connection with the half-breeds all political power. When
the regents appointed by Spain were expelled in the early part of the
present century, republics were established, but they were republics
only in name; the people were neither educated nor fitted for self-
government. Their presidents generally exercised the powers of
dictators and often assumed that title. They have rarely enjoyed a long
rule, for their power and position were sought by others. Revolution in
these countries has passed from the acute to the chronic stage.
BRAZIL.
The valley of the Amazon makes Brazil the most fertile region of the
world. The tropical woods are so thick and the creepers and
undergrowth so luxuriant that animal life is almost entirely confined to
the trees above and the waters below.
The valley is not unhealthy, and, though under the equator, the climate
is tempered by the trade winds and the evaporation from the vast
Amazonian waters. Beyond the valley is the montaña district, where
the land is higher and the climate semi-tropical, where there are few
creepers, little underbrush, and open forests, and where both animal
and vegetable life is less abundant. Southward, beyond the montaña
district, are the evergreen pampas, where no trees grow and where
the animal and vegetable life are unlike either that of the valley of the
Amazon or that of the montaña. As in Africa, so here, men who live in
the dark forest, die in the open. Mr. Stanley selected thirty dwarfs from
the tropical forests of Africa to take to England, but as soon as they
came into the grass-lands, the clear air and bright sun, they languished
and died before the coast was reached.
Over the greater part of Brazil grows the coffee tree, the sheet-anchor
of Brazilian prosperity, since it furnishes 60 per cent. of all the coffee
grown in the world. The plant is not indigenous to Brazil, but was
brought there about one hundred years ago from the old world.
The Portuguese and Brazilians are more peaceable and orderly than
the Spaniards or Spanish-Americans; we may therefore reasonably
hope that Brazil will not repeat the history of the Spanish republics,
which has been one of disintegration, for these republics have
separated into two or more States. The greatest difficulty in
maintaining its immense domain will arise from the enormous
distances and the time required to travel between different parts of the
country. From Rio de Janeiro to Matto Grosso is 140 days' journey by
land, and by water the distance is 3000 miles. Communication is
maintained by steamer through the Argentine Republic up the Rio de la
Plata and its branches. Although the country has many long and
navigable rivers, yet the means of intercommunication are very poor;
for the rivers are little used, and the forests, creepers, and
undergrowth are so dense that the country back of the river-banks is
impenetrable, and even if roads should be opened the soil is so
luxuriant that they would be quickly overgrown and soon become
impassable.
Yet steamers are rarely seen on the Amazon; they have few
passengers, and have not opened the country; we are told that the
Mississippi carries more vessels in a month, and the Yang-tse-kiang in
a day, than the Amazon in a year.
The pampas are far better adapted to the raising of cattle than our
prairies, for the grass is always green and the winters are milder.
Cattle, horses, and sheep imported by the Spaniards and turned on to
the pampas rapidly increased, and now immense herds feed on the
plains.
The Indians who inhabit the pampas, instead of being confined to one
locality and journeying only by canoe, like the Indians on the Amazon,
wander over the length and breadth of the pampas, hunting the ostrich
and cattle. The cattle are tended by gauchos, as the cow-boys are
called, half-breeds as wild as the herds they tend. Constant warfare
exists between the Indians and the gauchos, unless they unite to
attack the settlers. After one of the Indian raids the government dug
an immense ditch from a river to the Andes and drove the Indians to
the farther side, and since then there have been fewer raids—and
fewer Indians.
The land was held in large blocks of many thousand acres, worked by
overseers and gauchos. The animals were killed by hundreds of
thousands for their skins. This state of things is, however, gradually
passing away, for during the last twenty years emigrants from the old
world have settled in the country as farmers and planters.