Professional Documents
Culture Documents
Jeremy Adelman
Princeton University
Introduction
How do organized workers take advantage of political transitions to gain
ground for their movements, and conversely, in what ways do these transi-
tions shape workers' tactics and agendas? This essay compares popular
responses to political opportunities in three countries in the throes of deep
crises. Exploring the routes to divergent outcomes from a common junc-
ture during and after the First World War draws attention to the possi-
bilities of and constraints on working-class imprints on constitutional de-
velopment.
As the nineteenth century gave way to the twentieth, Latin Ameri-
cans experimented with and reshaped the unfulfilled principles of its
nineteenth-century liberal-constitutionalist heritage. Much of the nine-
teenth century was devoted to consolidating and stabilizing polities. The
twentieth century has largely been devoted to finding ways to include
popular sectors into the postcolonial representative order. Across the con-
tinent, 1916 to 1922 were decisive years in the shift from exclusive to more
inclusive regimes.
Workers' claims did not square easily with the individualist tenets of
nineteenth-century liberalism. Above all, they sought representation as
collectives, even as a class, to supplement individualist and electoral means
of representation. Recasting the constitutionalist story away from the for-
mal field of politics reveals alternative popular notions of representation.
In particular, workers demanded room for representation on the shop floor
to enable their delegates to bargain on their behalf with employers. These
demands, and the ways in which states accommodated them, gave new
meaning to the institutional channels that mediated class relations in Latin
America. Efforts to redefine legal forms of representation and to redirect
the path of constitutional development became recognizable later in the
idiom of populism.
This essay focuses on two overlapping spheres of collective action: the
formal political arena in which state leaders struggled to rearrange and
stabilize public power; and the shop floor, where labor leaders sought to
https://doi.org/10.1017/S0147547900006232
bargaining, especially between state leaders and labor leaders, in which the
respective pursuit of power united both in a complex dalliance. Yet, each
side's instrumentality did not lead automatically to intended results—quite
the opposite was often the case.2
Dependency and world-systems writers draw attention to Latin Amer-
ica's integration into the world economy, emphasizing the legacy of export-
led growth and the relative weakness of industry.3 It took the Great De-
pression, import-substitution industrialization, and elite fragmentation in
the 1930s and 1940s to bolster laborist opposition—by which time workers
became dependent allies in populist coalitions or minor cogs in corporatist
machines. In the more industrialized societies of Europe and North Ameri-
ca, significant labor sectors (though by no means all of them) entered the
national political scene during the upheaval of 1916-1922, thereby achiev-
ing a measure of autonomy prior to the deep "Fordist" phase of capitalist
development. In Latin America, so the story goes, the moment of incor-
poration came late, making the labor movement a supine ally in poly-class
movements. Latin America appears then as an exception to a trans-
Atlantic rule of secular incorporation of popular sectors.4
Yet, political conjunctures present important discontinuities not easily
reduced to economistic explanations. As an alternative, state-centered
comparisons stress the autonomous field of politics. Several recent works
examine sharp political ruptures as openings for class action.5 They see in
"critical junctures" moments in which established channels of inclusion
within (or exclusion from) the political arena are shaken. New coalitions
emerge to seize or even retain power, thereby shifting, in Adam Prze-
worski's words, the "institutional compromise" that shapes the behavior of
actors.6 This approach challenges the view of Latin America as a regional
exception to a liberal drift. It also draws attention to the significance of
timing in macrosocial development.
But what is "political incorporation"? Hitherto, political analyses of
"inclusion" frequently lump all forms of collective action into a narrow
view of the political: representation before the state, usually through inte-
grative elections. This is troublesome when dealing with alternative chan-
nels of representation—especially syndicalist, collective workplace-based
units of organization that get lost in the haze of party competition. Indeed,
during the First World War, unionists advanced claims to represent workers
alongside other working-class identities. Collective bargaining and dis-
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coalition. But their ascent forced them to reach out to popular urban
constituencies. Indeed, the depth of the crisis and the degree of popular
mobilization inhibited any solution that did not include some form of rep-
resentation from below. Under Venustiano Carranza and Alvaro Obregon
the revolutionary leadership combined coalition building, selective control,
and repression to cobble together a new historic bloc. In order to check the
popularity of rural rebels and urban anarchists, they had to champion a
progressive plan of their own. It was generally agreed that constitutional-
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ism should become the framework for national integration and popular
incorporation.10
If the quest for a new legitimating mechanism compelled political
leaders to embrace popular causes, divisions within the emerging bloc cre-
ated opportunities for working-class leaders to play off rivals. The transla-
tion of political fissures into popular opportunities began as the constitu-
tional debate began to heat up. When the delegates to the constitutional
convention gathered in late 1916, divisions between rival political leaders
gave labor's representatives momentary and disproportionate (in terms of
their numbers) influence. Delegates forced the carrancistas to redraft the
original anodyne version of the labor code (Article 123) into something
with more substance.11
Opportunities for exploiting elite fissures intensified when the two
main revolutionary leaders, Carranza and Obregon, split openly. Entering
the breach was Luis Morones and a new brand of "pragmatic" unionism,
embodied in the Mexican Regional Workers' Confederation (CROM).12
Morones's importance grew as the fissures in the revolutionary bloc deep-
ened. By 1919, Morones had cut ties with Carranza and struck a secret deal
to support Obregon. In exchange for CROM electoral support for Ob-
regon, the organization secured a promise of a separate labor department,
official recognition, and full enforcement of the provisions of Article 123.
This pact laid the basis for the Labor party, which endorsed Obregon's
candidacy in January 1920 against Carranza. When Obregon entered the oil
center and port of Tampico at the end of March, large crowds of oil, dock,
and railway workers were there to greet him. Earlier that morning they had
organized the workers' convention that endorsed Obregon by a wide mar-
gin. Carranza declared open war on Obregon and sent the army after his
rival. Railwaymen hid Obregon in a boxcar and enabled his escape. Bereft
of popular support and losing large contingents of the military, Carranza
fled to the mountains in May, where he was captured and executed. In
ensuing elections, Obregon swept to power. His efforts to consolidate a
new regime based upon institutional representation and incorporation of
workers was simply a quid pro quo for labor support in his rivalry with
Carranza.13
But more than political opportunism guided the actions of labor lead-
ers. Rank-and-file militants demanded rights to organize unions and to
bargain legally with employers. Consider the example of petroleum work-
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ers. In Tampico, workers on the oil rigs sparked a unionization drive in the
wake of a strike at Huasteca Petroleum in 1916 for wage increases and the
eight-hour day.14 But in January 1917, when local oil workers received a
draft of Constitutional Article 123, claims-making shifted to union recogni-
tion and collective bargaining. Three days after the constitution's pro-
mulgation in May, strikes engulfed the largest refineries of the region as
incipient unions sought to use new constitutional provisions to force em-
ployers to the bargaining table. At Pierce Oil Company a local military
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officer stepped in to mediate, but a final deal was only announced by the
newly founded arbitration boards in April 1918. By June, a general strike
had engulfed Tampico. The confrontation grew to such a pitch that the
army moved in to put down a strike at Pierce Oil in May 1919. In the end,
civilian authorities avoided a massacre and managed to curb more radical
unionists by giving bargaining units legal status and forcing employers to
accept mediation. 15 These victories, it is important to note, capped a local
groundswell of autonomous agitation—one which syndicalist leaders felt
compelled to harness.
But not all occupations enjoyed such autonomous bargaining power.
Consider the fate of textile workers. In a more atomized and decentralized
industry, and with a less homogeneous work force than oil, textile workers
faced deeper coordination problems that shaped popular quests for legal
personality. Indeed, for some time textile workers' representatives had
already been nurturing a dialogue—never easy, to be sure—with constitu-
tionalists and managed to secure, at least in principle, arbitration from the
Department of Labor. For textile workers, as Bernardo Garcia Diaz has
recently shown, collective memories of the massacre of 1907 and years of
frustration dealing with employers led them to champion early on the
principles of union recognition and of collective bargaining. Lacking the
strategic muscle of oil workers, textile leaders had to engage in much more
explicit bargaining with political authority. In the end, Mexico City textile
workers struck for higher wages in April 1917. Carranza's initial support
unleashed a strike wave throughout the industry in May, spreading from
Mexico City to Orizaba, Jalisco, Tlaxcala, and Puebla. Men, women, and
children joined pickets and appealed for presidential sympathy. The gover-
nor of the Federal District, General Cesar Lopez de Lara, offered some-
thing to both sides in order to restore industrial peace. 16
Direct appeals to the national executive only partially helped textile
workers overcome difficulties of coordination across industrial lines. On
the whole, however, repeated efforts over the ensuing years to convert de
jure concessions into de facto gains stumbled, while textile workers waged
a massive but unrequited campaign for control over the workplace. Tex-
tiles, like most industries, remained open shops until Morones struck the
political accord with obregonistas.17
Several patterns of labor-state relations appeared in the wake of the
1917 Constitution. One, exemplified by oil workers, relied on autonomous
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grassroots activism and local labor market power to win political support
for union recognition. The other, involving the vast majority of workers,
remained uncovered by the formal stipulations of law. How did the political
rupture enable union leaders to spread the oil workers' victories to other
workers? Luis Morones's doctrine of "creative opportunism" recognized
the weakness of large sectors of the working-class movement and the con-
sequent need for support among sympathetic officials to allow some politi-
cal representation and favorable action from arbitration boards. At the
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same time, Morones saw in the dock and oil workers of Tampico constitu-
encies capable of scaring authorities and employers into less confrontation-
al settlements. The balancing act required institutions, and a political deal
to buttress the permanence of union representation.
The moment came when Obregon broke with Carranza, and Obregon
reached out for working-class allies. The deal with Obregon in August 1919
sparked a union drive among hitherto nonunionized sectors: railways, elec-
trical workers, and above all textiles.18 When a wave of textile strikes
gripped Veracruz, Morones appealed to Plutarco Elfas Calles (then Car-
ranza's secretary of industry, commerce, and labor). Calles, a man of some
ambition for whom Morones would prove an important ally in the 1920s,
pressed employers to concede. Signs of support from above only bolstered
labor activism and spawned full-scale factory seizures. In the end Calles
had to quit the crumbling Carranza administration, while employers, fear-
ing a complete loss of their plants, began to buckle.19 By the end of 1919,
textiles leaders signed their first collective contract (ending the massive
Orizaba textile strike) and ushered in their first legal union.
Two steps were crucial to working-class adaptation to this political
opportunity: the Constitutional provisions of 1917 and the tentative deal of
1919 between Obregon and Morones. Still, legal and political accommoda-
tion fell short of working-class institutional representation. To explore the
pattern of "incorporation" we need to shift attention to specific legal rules
governing the dispensation of legal personality. According to Article 123,
executives in the Department of Labor conferred or denied the legal per-
sonality of unions.20 Official patronage could help secure departmental
support, but until Carranza's death executive intervention was more ad hoc
than systematic.
Statist incorporation awaited one more step: a full alliance between
emerging postrevolutionary state leaders and the brokers of the CROM.
The pressure came from a leftward drift of much of the rank and file. By
the summer of 1920 workers demanded full respect for constitutional arti-
cles 27 (agrarian reform) and 123, paralyzing many areas and sectors of the
country. Obregon, not yet president but alarmed at the spreading urban
mobilization, carefully avoided seeming partial, calling for a "fair equilibri-
um between capital and labor." For his part, Morones did not want slender
victories lost to what he called the "voluntarists." Under pressure from
Obregon, local governors promulgated enabling legislation for Article
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able juridical rights. Working-class demands for reform intensified but did
not disrupt the central tenets of bourgeois rule.
Calls for change came from several quarters. Unions joined a chorus of
demands for reform, usually restricting their claims to material concerns
like shorter work weeks, higher pay, and curbs on child and women's work.
Other civilian sectors, led especially by the Radical Civic Union party
(UCR), championed full respect for constitutional rule. The vast majority
of native-born Argentines did not participate, due to distaste either for
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reasons for this cannot be reduced to state repression, though there was a
fair amount of that in moments of most acute confrontation, especially in
1919.26 Indeed, unions survived the bloodletting with more strength than
ever. Why did they not translate this strength into statutory rights to bar-
gain collectively?
Part of the problem lay in the structure of the union movement itself.
Dominated by syndicalists, labor leaders did not believe that they needed
anything more than temporary ad hoc support from the executive branch.
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They cherished their autonomy and believed that legal ground had to be
won through union bargaining rather than in an enduring political alliance.
The strength and bulwark of the labor movement came from workers in the
core export nexus concentrated in Buenos Aires. The founding of the
Maritime Workers' Federation (FOM) in 1910, led by Francisco J. Garcia,
and with Garcfa's help the Railwaymen's Workers' Federation (FOF) in
1912, provided syndicalism with its bastions. Rank-and-file maritime work-
ers in Buenos Aires spearheaded a series of successful strikes against in-
shore and foreign shippers and provided a phalanx for the rest of the labor
movement—a force absent in Mexico.
The first decisive challenge erupted with President Yrigoyen's entry to
office in October 1916. Only weeks after the inauguration a delegation of
maritime workers presented a list of demands to employers. Rebuffed, the
workers shut down the port. The government worried that the confronta-
tion would fuel Socialist fortunes at the polls. At the urging of the Labor
Department head, Julio Lezama, an FOM delegation met with the presi-
dent. After weeks of intensive Labor Department brokerage the adminis-
tration eventually favored the workers. The victory of the port workers sent
a riptide through the rest of the union movement. Syndicalists fanned out
across the Republic, drafting members into new unions. Indeed, by 1919,
despite paramilitary bloodshed in January and February, the government
acceded to closed shops in the port of Buenos Aires, and the FOM man-
aged all hiring and firing in the industry.27
Maritime success was the product of several factors: strategic grip over
the country's export nexus; the relative homogeneity of the work force; the
proximity of workplaces to neighborhoods, which intensified solidarity; and
the shrewd leadership of Francisco Garcia. This did not apply to other
sectors. The meatpackers took their cue from the port workers but enjoyed
few of their advantages. Evidence from the Swift and Armor packers points
to a number of problems: more direct employer control over the labor
process, which fragmented workers into small clusters within giant plants;
ethnic divisions on the shop floor; extremely high rates of labor turnover;
and careful balancing acts between packinghouses along the rivers (which
allowed managers to resist a strike in one house by shifting the slaughter to
another). Packinghouses also segmented the labor process into well-
defined gender categories, foiling efforts at collective bargaining because
employers made concessions to skilled male operatives at the expense of
allegedly less-skilled child and female laborers.28 Yet, as in Mexico's textile
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industry, there was no lack of effort on the part of the rank and file.
Repeated strikes in 1917, often degenerating into street fighting between
police and private security guards and picketers, did not lead to permanent
union footholds. The agitation, however, prompted the American consul
general to warn Washington that "it would appear . . . that a distinct crisis
in the relations between labor and capital in the Argentine Republic has
presented itself in a most concrete form."29
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and urged laborers to return to work. Having won so much ground, but not
yet feeling secure in their recent institutional base, unions saw alternative
social movements as potential threats.31
Nor were unions too keen about the strength of the Socialist party.
Syndicalists denounced any alliance with the Socialist party as "dangerous,
prejudicial and wrongheaded" since it accepted essentially bourgeois no-
tions of voluntaristic gains offered by those in control of the state appara-
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tus.32 By 1921 the rift between the predominantly syndicalist labor move-
ment and the parliamentary Socialists had become a chasm. In that year,
the Socialist leader Juan B. Justo lambasted union leaders for their "pseu-
dorevolutionary verbalism" and "fanatic and exclusive dogmatism."33 In
sum, the phalanx of Argentine unions, based particularly in the export hub
of Buenos Aires, had narrowed the base of support to those privileged
pockets and had restricted mediation of class dispute to one channel: indus-
trial strike actions aimed at employers. In particular, notions of institu-
tionalized state backing faded—whether through affiliation with a parlia-
mentary force or the direct mediation of a bureaucracy. In this sense,
Garcia's syndicalism differed sharply from that of Morones.
The mechanisms of defeat illustrate the pitfalls of Argentina's pattern
of working-class incorporation, which rested on momentary concessions
without legally binding mechanisms of enforcement. By 1921, syndicalists
faced growing competition from a new brand of Bolshevist radicalism and
the Third International, the world economy slumped, and migratory flows
to Argentina recovered from the war. The bargaining position of leaders,
even of the hitherto robust workers in the port and railyards of Buenos
Aires, had begun to wane.
It did not take long for even the stronger unions to feel the changing
climate. In an effort to defuse internal rancor between syndicalists and
internationalists, maritime union leaders provoked employers to lock out
operators in May 1921. The slim solidarity left among workers quickly
dissolved. Dissenters refused to honor picket lines. To worsen matters,
Socialists adamantly opposed this confrontation, thereby denying public
unity of the workers' movement, and more importantly freeing the UCR
government from having to side with workers for electoral reasons. Belat-
edly, Garcia and union leaders tried to smooth out relations with shipping
companies. Their efforts were futile. The big shipping companies drafted an
army of strikebreakers from as far away as Montevideo and took advan-
tage of the post-harvest glut of workers in the city to replace many of the
militants from the docks. Picket lines broke up and desperate workers
returned to their stations. The shippers effectively broke the port unions,
and authorities weathered the failed general strike. Within a year, the
maritime unions and the syndicalist movement were shadows of their for-
mer selves, while employers restored open shops and tore up earlier con-
tracts. Bereft of legal personality, unions could not file cases before the
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courts.
From its stunning victories in the period from 1916 to 1919 Argentina's
revolutionary syndicalist unions fell into premature triumphalism, spurning
connections to other working-class social and political movements. For the
moment, the trade union movement gave up the initiative which had won it
considerable influence during the first Yrigoyen administration. This would
only return at the end of the Second World War. In the meantime, workers
entered the public domain as voters, but citizenship did not extend to such
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bosa called for a coalition of old abolitionist forces with urban labor, but he
firmly rejected class conflict in favor of state and industrial patronage to
ensure civil peace.39 While an uncommon campaign, civilists dissolved soon
after the setback at the polls (having won only 116,000 votes). Considering
the unrest of the time, Silva Pessoa's potentially lame-duck administration
fell back upon the apparently inexhaustible wells of regional patronage.
This excursus into Brazilian political history exemplifies the diffi-
culties that working-class organizations—whether parties, which did not
survive their first years of existence, or unions, which fared little better—
faced when trying to eke out some official support.40 At the height of labor
unrest, state leaders wielding unrivaled control over their political ma-
chines did not open political space to forge potential alliances with ex-
cluded working-class sectors.
If the political terrain limited the opportunity structure for contesta-
tion, no Brazilian phalanx of unions surged to overcome working-class
fragmentation. In Argentina and Mexico some strategic sectors of the
working class emerged to organize and collectively to press demands be-
fore the state and employers. Brazilian efforts to mobilize were troubled
from the start and did not enjoy potential patronage from class fragments
above them.41 The result was neither incorporation into the realm of the
state (as in Mexico) nor ephemeral autonomous economic gains (as in
Argentina at the peak of syndicalist strength) nor even the extension of
suffrage rights (as in both Argentina and Mexico). The story is indeed
bleak, but it was not necessarily foreordained.
As in Mexico and Argentina, Brazilian workers intensified their work-
place militancy after the turn of the century. By the First World War,
however, unions still had not achieved durable toeholds. In general, strikes
crippled only parts of plants and were of very short duration. Most, more-
over, occurred in the textile industry, seldom a propitious haven for inde-
pendent and enduring unions. The same trend continued through the war
and into the 1920s—although an increasing number of textile strikes af-
flicted the sector as a whole, reflecting workers' efforts even if these did not
translate into gains. Indeed, like Argentina and Mexico, Brazil's urban
proletariat had registered a high-water mark of militancy and agitation by
1919.42
If part of the problem can be traced to the doorsteps of Republican
political rulers, Brazilian workers also had to contend with a hostile labor
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Their low wages and high rates of turnover made them difficult partners in
resistance.44 Efforts to establish unions among the textile workers, the
largest sector of industrial wage laborers, floundered.
It is important to note that union weakness did not imply nonorgani-
zation. Without diminishing rank-and-file efforts, workplace weakness
shifted the terrain of struggle to other fields. One was neighborhood orga-
nization. Brazilian industrialization, and textile production in particular,
clustered new large factories as dominant features of urban landscapes.
Collective activity remained closely linked to neighborhoods, in part be-
cause single plants so dominated the daily lives of residents.45 This chan-
neled the struggle for new rights and incipient representation onto other
levels, away from the shop floor.
Consider the pattern of popular mobilization in Rio de Janeiro. The
workers of Rio de Janeiro had for years opted for mobilization outside the
workplace, in part responding to the disruptions imposed by urban beau-
tification campaigns. The Federagao Operdria de Rio de Janeiro waged
community campaigns against rising prices and increasing immiseration.
By the eve of the war the city was simmering with an urban discontent that
exploded in 1916 in protests over food prices and transportation fares.
Street demonstrations, strikes, attacks on the tram system, and destruction
of public monuments culminated in a general strike in July 1917 (although
in a strict sense this was not a strike involving withdrawal of labor power
but a general public manifestation of opposition to local political authori-
ties' malign neglect). By the end of the month employers were negotiating
deals with skeletal unions (though the use of this term to depict ephemeral
bargaining units may be questioned) in an effort to restore order. This is
important because shop-floor concessions followed protests originating in
the community.46
Sao Paulo also displayed an emphasis on community mobilization. As
the city became the hub of the country's manufacturing sector, factories
cropped up in outlying urban districts, especially during the war years.
From 1915 to 1917 alone, the number of textile plants jumped from forty-
one to forty-seven, and the number of workers employed from 17,978 to
23,000. A mosaic of plebeian suburbs, vilas operdrias, spread out among the
outlying belts of the city and were quite unlike the earlier downtown lower-
class neighborhoods dominated by crowded tenement housing (the legend-
ary cortigos). Tenant leagues, dating back to 1907, resurfaced in 1912 and
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Conclusion
State crises and their evolution wove the backdrop to working-class collec-
tive action. The depth of intra-elite conflicts over political power offered
some space for workers to exploit. This was most extreme in Mexico and
least in Brazil. Working-class incorporation within the emerging political
economy became strongest in Mexico and weakest in Brazil. Argentina
made the transition to a representative order in a more stable fashion, and
doing so opened some niches for new tactical alliances. But propertied
interests there were never as severely split or challenged as in Mexico, and
thus did not succumb to full-scale social realignments. Nor were they as
united as in Brazil, with the result that that Argentine propertied sectors
had to admit some measure of representation.
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The form of political crisis mattered. In all three cases political crises
were decidedly constitutional (that is, challenging prevailing institutional
representation and mediation). Yet the channels of representation differed.
In Mexico, openings came by way of inclusion within the sinews of the
executive state. In Argentina, party competition enabled workers to offer
or deny popular support to electoral candidates. In Brazil, the continuity of
the old regime ensured that a complex network of regional bosses dispens-
ing patronage remained the dominant mechanism of mediating between
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NOTES
Special thanks to Reid Andrews, Miguel Centeno, John French, Shel Garon, Donna Guy,
Steve Haber, John Lear, Stanley Stein, Barbara Weinstein, and Joel Wolfe for their comments
and suggestions. I also owe a great debt to my former students at the University of Essex.
1. Bo Rothstein, "Labor-Market Institutions and Working-Class Strength," in Structur-
ing Politics: Historical Institutionalism in Comparative Analysis, ed. Sven Steinmo, Kathleen
Thelen, and Frank Longstreth (Cambridge, MA, 1992), 33-56; Alessandro Pizzorno, "Political
Exchange and Collective Identity in Industrial Conflict," in The Resurgence of Class Conflict
in Western Europe since 1968, ed. Colin Crouch and Alessandro Pizzorno (New York, 1978).
2. Sven Steinmo and Kathleen Thelen, "Historical Institutionalism in Comparative Poli-
tics," in Structuring Politics, ed. Steinmo, Thelen, and Longstreth, 1-32.
3. Hobart Spalding, Organized Labor in Latin America: Historical Case Studies of Work-
ers in Dependent Societies (New York, 1977); Charles Bergquist, Labor in Latin America:
Comparative Essays on Chile, Argentina, Venezuela, and Colombia (Stanford, CA, 1986);
Charles Bergquist, "Labor History and its Challenges: Confessions of a Latin Americanist,"
American Historical Review 98 (1993):757-64. For useful critiques, see Ian Roxborough, "The
Analysis of Labour Movements in Latin America: Typologies and Theories," Bulletin of Latin
American Research 1 (1981):81-95; Emilia Viotta da Costa, "Experience versus Structure:
New Tendencies in the History of Labor and the Working Class in Latin America—What Do
We Gain? What Do We Lose?" International Labor and Working-Class History 36 (1989):3-
24, and the response in the same volume by Barbara Weinstein, "The New Latin American
Labor History: What We Gain," 25-30.
4. Nicos Mouzelis, Politics in the Semi-Periphery: Early Parliamentarism and Late Indus-
trialization in the Balkans and Latin America (London, 1986); Ira Katznelson, "Working-Class
Formation: Constructing Cases and Comparisons," in Working-Class Formation: Nineteenth-
Century Patterns in Western Europe and the United States, ed. Ira Katznelson and Aristide R.
Zolberg (Princeton, 1986), 3-41; Sean Wilentz, "Against Exceptionalism: Class Consciousness
and the American Labor Movement, 1790-1920," International Labor and Working-Class
History l(t (1984):l-24.
5. Ruth Berins Collier and David Collier, Shaping the Political Arena: Critical Junctures,
the Labor Movement, and Regime Dynamics in Latin America (Princeton, 1991); Dietrich
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Rueschemeyer, Evelyn Huber Stephens, and John D. Stephens, Capitalist Development and
Democracy (Oxford, 1992); Gregory M. Luebbert, Liberalism, Fascism, or Social Democracy:
Social Classes and the Political Origins of Regimes in Interwar Europe (New York, 1991).
6. Adam Przeworski, "Democracy as a Contingent Outcome of Conflicts," in Constitu-
tionalism and Democracy, ed. Jon Elster and Rune Slagstad (New York, 1988), 64.
7. Francisco Zapata, Autonomia y subordinacion en el sindicalismo latinoamericano
(Mexico, 1993), 11-29. Zapata argues that this juncture gave expression to "popular syndical-
ism" in Argentina, Brazil and Mexico, and not "class syndicalism." The result was a potential
for corporatist arrangements at some future juncture. On the role of opportunity structures
see Charles Tilly, "Contention and the Urban Poor in Eighteenth- and Nineteenth-Century
122 ILWCH, 54, Fall 1998
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Latin America," in Riots in the Cities: Popular Politics and the Urban Poor in Latin America,
1765-1910, ed. Silvia Arrom and Servando Ortoll (Wilmington, DE, 1996), 225-42. For a
general discussion of state-economy relations, see Adam Przeworski and Fernando Limongi,
"Political Regimes and Economic Growth," Journal of Economic Perspectives 7 (1993):51-69;
Michael Mann, "Sources of Variation in Working-Class Movements in Twentieth-Century
Europe," New Left Review 212 (1995):25-26.
8. For general works on legal personality in Latin America, see Kenneth Karst, Latin
American Legal Institutions: Problems for Comparative Study (Los Angeles, 1966); Kenneth
Karst and Keith S. Rosenn, Law and Development in Latin America: A Case Book (Berkeley,
1975). Surprisingly little has been written on labor law. See Robert J. Alexander, Labor
Relations in Argentina, Brazil, and Chile (New York, 1962). For a survey of the conjuncture,
see Bill Albert, South America and the First World War: The Impact of the War on Brazil,
Argentina, Peru and Chile (Cambridge, MA, 1988).
9. Alan Knight, "The Mexican Revolution: Bourgeois? Nationalist? Or Just a 'Great
Rebellion?'" Bulletin of Latin American Research 4 (1985):l-37; Alan Knight, "Revisionism
and Revolution: Mexico Compared to England and France," Past and Present 134 (1992):159-
99.
10. Linda B. Hall, Alvaro Obregon: Power and Revolution in Mexico, 1911-1920 (College
Station, TX, 1981), esp. chap. 6; Alan Knight, The Mexican Revolution, vol. 2: Counter-
Revolution and Reconstruction (Cambridge, MA, 1986), 411-24; John Robert Lear, "Workers,
Vecinos, and Citizens: The Revolution in Mexico City, 1909-1917" (Ph.D. diss., University of
California, Berkeley, 1993), esp. chap. 8; Douglas Richmond, Venustiano Carranza's National-
ist Struggle, 1893-1920 (Lincoln, NE, 1983), chap. 5; John Womack, Jr., "The Mexican Econ-
omy During the Revolution, 1910-1920: Historiography and Analysis," Marxist Perspectives 1
(1978):80-123; Hohler to Foreign Office, May 26, 1916, Foreign Office 371 (hereafter FO
371)/2701/123021, Public Record Office, London.
11. Hall, Alvaro Obregon, chap. 9; Douglas W. Richmond, "Carranza: The Authoritarian
Populist as Nationalist President," in Essays on the Mexican Revolution: Revisionist Views of
the Leaders, ed. George Wolfskill and Douglas Richmond (Austin, TX, 1978), 48-80; Rich-
mond, Venustiano Carranza, chap. 6; Barry Carr, El movimiento obrero y la politico en Mexico,
1910-1929 (Mexico, 1981), 84-86.
12. Rocio Guadarrama, Los sindicatos y la politico en Mexico: la CROM (1918-1928)
(Mexico, 1981). For a general appraisal of labor politics during the Revolution, see Alan
Knight, "The Working Class and the Mexican Revolution, c.1900-1920," Journal of Latin
American Studies 16 (1984):78-79.
13. Marjorie Ruth Clark, Organized Labor in Mexico (Chapel Hill, NC, 1934), 71-77;
Hall, Alvaro Obregon, 220-242; David C. Bailey, "Obregon: Mexico's Accommodating Presi-
dent," in Essays on the Mexican Revolution, ed. Wolfskill and Richmond, 82-99; John M.
Hart, Revolutionary Mexico: The Coming and Process of the Mexican Revolution (Berkeley,
1987), 328-37.
14. Lief S. Adleson, "Identidad comunitaria y transformation social: estibadores y petro-
leros en Tampico (1900-1925)," Historias 1 (1984):29-44; Hohler to Foreign Office, April 4,
1916, FO 371/2700/98485.
15. Lief S. Adleson, "Coyuntura y conciencia: Factores convergentes en la fundacion de
los sindicatos petroleros de Tampico durante la decada de 1920," in El trabajo y los traba-
jadores en la historia de Mexico, ed. Elsa Cecilia Frost et al., 632-61; Boletin de Trabajo 1
(1922):38-39; Jonathan Brown, Oil and Revolution in Mexico (Berkeley, 1993), 351-61.
16. Bernardo Garcia Diaz, Textiles del Valle de Orizaba (1880-1925) (Xalapa, 1990), 65-
93.
17. Pabio Gonzalez Casanova, La close obrera en la historia de Mexico en el primer
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21. Gonzalez Casanova, La close obrera en la historia de Mexico, 11; Carr, El movimiento
obrero y la politico en Mexico, 122-35.
22. Boletin de Trabajo 1 (1922):79-80. For an example of state management of industrial
relations, see the case involving the Veracruz Telephone, Light, and Power Company and the
construction union. Translation of Report from the Governor of Veracruz on intervention in
affairs of the Veracruz Telephone Constructing Syndicate, 4 July, 1916, FO 371/2703/153430.
23. Cited in Gonzalez Casanova, La clase obrera en la historia de Mexico, 118. For
alternative views, see Ramon Eduardo Ruiz, Labor and the Ambivalent Revolutionaries:
Mexico, 1911-1923 (Baltimore, 1976), 79-99.
24. It is important to appreciate the degree of oppression meted out by officially aligned
union bosses under Morones's leadership—one of the unintended consequences of rank-and-
file militancy during the revolution. See Gregory S. Crider, "Material Struggles: Workers'
Strategies during the 'Institutionalization of the Revolution' in Atlixco, Puebla, Mexico, 1930-
1942" (Ph.D. diss., University of Wisconsin, 1996). I am grateful to Barbara Weinstein for
bringing this work to my attention.
25. David Rock, Politics in Argentina, 1890-1930: The Rise and Fall of Radicalism (Cam-
bridge, MA, 1975); Waldo Ansaldi, "Reflexiones historicas sobre la debilidad de la de-
mocracia argentina, 1880-1930," 12 Anuario, Segunda Epoca (1986-1987):393-416; Eduardo
Zimmermann, "Liberals, Reform, and the Social Question: Argentina, 1890-1916" (D.Phil.
diss., Oxford University, 1990), esp. chap. 3. On labor calls for reform, see Ronaldo Munck,
"Cycles of Class Struggle and the Making of the Working Class in Argentina, 1890-1920,"
Journal of Latin American Studies 19 (1987):208; Julio Godio, El movimiento obrero argentino
(1910-1930) (Buenos Aires, 1988), 22-77.
26. For general discussions, see Jeremy Adelman, "The Political Economy of Labour in
Argentina, 1870-1930," in Essays in Argentine Labour History, 1870-1930, ed. Jeremy Adel-
man (London, 1992); and Jeremy Adelman, "State and Labour in Argentina: The Portworkers
of Buenos Aires, 1910-1921," Journal of Latin American Studies 25 (1993):73-102.
27. Adelman, "State and Labour in Argentina," 84-93; Boletin del Departamento Natio-
nal del Trabajo 40 (1919).
28. Mirta Lobato, "Work and Conflict in the Meat Packing Industry, 1900-1930," in
Essays in Argentine Labour History, ed. Jeremy Adelman (London, 1992), 112-41; Mirta
Lobato, "Una vision del mundo del trabajo: el caso de los obreros de la industria frigorifica.
Berisso. 1900-1930," in Mundo urbano y cultural popular: estudios de historia social argentina,
ed. Diego Armus (Buenos Aires, 1990), 313-38.
29. Henry Robertson to State Department, September 24,1917, 5045/25, Record Group
835, US National Archives, Washington, DC; Departamento Nacional del Trabajo, Anuario
Estadistico (1917).
30. La Organization Obrera, November 30, 1917.
31. This was also a function of urban dispersal and suburbanization of working-class
communities. See Leandro Gutierrez and Juan Suriano, "Workers' Housing and Living Condi-
tions in Buenos Aires, 1880-1930," and Luis Alberto Romero and Leandro Gutierrez, "Bar-
rio Societies, Libraries and Culture in the Popular Sectors of Buenos Aires in the Inter-War
Period," both in Essays in Argentine Labour History, 1870-1930, ed. Jeremy Adelman (Lon-
don, 1992), 35-51 and 217-34; Diego Armus and Jorge Enrique Hardoy, "Conventillos,
ranchos y casa propia en el mundo urbano del novecientos," in Mundo urbano y cultural
popular: estudios de historia social argentina, ed. Diego Armus (Buenos Aires, 1990), 153-94.
32. La Organization Obrera, October 2, 1920.
33. Juan B. Justo, "El Partido Socialista y el movimiento gremial," reprinted in Revista
Socialista 9 (1939):l-5.
34. Joel Horowitz, "The Failed General Strike of 1921: A Turning Point in Argentine
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Bestializados: O Rio de Janeiro e a Republica que nao foi (Sao Paulo, 1987); Angela Maria de
Castro Gomes, Burguesia e Trabalho: Politico e Legislacdo Social no Brasil, 1917-1937 (Rio
de Janeiro, 1979), 57-89; Marisa Saenz Leme, A Ideologia dos Industrials Brasileiros, 1919-
1945 (Petr6polis, 1978); Jose Murilo de Carvalho, "Brazil, 1870-1914—The Force of Tradi-
tion," Journal of Latin American Studies 24 (Quincentenary Supplement, 1992):145-62; Love,
Sao Paulo in the Brazilian Federation, esp. chap. 4; Paul Cammack, "Brazil: The Long March
to the New Republic," New Left Review 190 (1991):21-30.
38. Joseph L. Love, "Political Participation in Brazil, 1881-1969," Luso-Brazilian Review
7 (1970):9.
39. Rui Barbosa, "A Questao social e politica no Brasil," Escritos e discursos seletos (Rio
de Janeiro, 1960), 430-38.
40. Vamireh Chacon, Historia das Ideias Socialistas no Brasil (Rio de Janeiro, 1981);
Edgar Carone, A Republica Velha (Institucoes e Classes Sociais) (Sao Paulo, 1970), 200-210;
Sheldon L. Maram, "Labor and the Left in Brazil, 1890-1921: A Movement Aborted,"
Hispanic-American Historical Review 57 (1977):254-72; Sheldon L. Maram, Anarquistas, im-
igrantes e o movimento operario Brasileiro (Sao Paulo, 1979).
41. This notion that options were lost in struggle is a shift from preexisting corporatist
traditions as fetters on working-class independence. See Kenneth Paul Erikson, The Brazilian
Corporative State and Working-Class Politics (Berkeley, 1977); Michael L. Conniff, Urban
Politics in Brazil: The Rise of Populism, 1925-1945 (Pittsburgh, 1981).
42. Azis Simao, Sindicato e Estado: Suas Relacoes na Formacoa do Proletariado de Sao
Paulo (Sao Paulo, 1981), 134-49; Carone, A Republica Velha, 215-26; Barbara Weinstein,
"Impressoes da elite sobre os movimentos da classe operaria," in O bravo matutino: Imprensa
e ideologia: O jornal "O Estado de S. Paulo", ed. Maria H. Capelato et al. (Sao Paulo, 1980),
135-76; Joel Wolfe, Working Women, Working Men: Sao Paulo and the Rise of Brazil's
Industrial Working Class, 1900-1955 (Durham, NC, 1993), 11-16; John D. French, The Bra-
zilian Workers' ABC: Class Conflict and Alliances in Modern Sao Paulo (Chapel Hill, NC,
1992), 22-27; Maram, "Labor and the Left in Brazil," 254-60.
43. Cited in George Reid Andrews, Blacks and Whites in Sao Paulo, Brazil: 1888-1988
(Madison, WI, 1991), 65; Sheldon L. Maram, "The Immigrant and the Brazilian Labor Move-
ment, 1890-1920," in Essays concerning the Socioeconomic History of Brazil and Portuguese
India, ed. Dauril Alden and Warren Dean (Gainesville, FL, 1977), 181-89.
44. June E. Hahner, "Women and Work in Brazil, 1850-1920: A Preliminary Investiga-
tion," in Essays Concerning the Socioeconomic History of Brazil, ed. Dauril Alden and War-
ren Dean (Gainesville, FL, 1977), 87-117; Joel Wolfe, "Anarchist Ideology, Worker Practice:
The 1917 General Strike and the Formation of Sao Paulo's Working Class," Hispanic Ameri-
can Historical Review 71 (1991):809-46 and the ensuing controversy with John French.
45. Raquel Rolnik, "Sao Paulo, inicio de industrializacao: o espaco e a politica," in As
lutas sociais e a cidade, Sao Paulo: Passado e presente, ed. Lucio Kowarick (Sao Paulo, 1988),
87-91; Maria Isaura Pereira de Queiroz, Bairros rurais paulistas: Dinamica das relacoes bairro
rural-cidade (Sao Paulo, 1973); French, Brazilian Workers' ABC; Eileen Keremitsis, "The
Early Industrial Worker in Rio de Janeiro, 1870-1930" (Ph.D. diss., Columbia University,
1982); Meade, "Civilizing Rio", 127-36.
46. Teresa Meade, "'Living Worse and Costing More': Resistance and Riot in Rio de
Janeiro, 1890-1917," Journal of Latin American Studies 21 (1989):241-66; Meade, "Civilizing
Rio", 153-70; Murilo de Carvalho, Os Bestializados, chap. 3; Hahner, Poverty and Politics: The
Urban Poor in Brazil, 1870-1920 (Albuquerque, NM, 1986); Carone, A Republica Velha, 226;
Wolfe, Working Women, Working Men, 16-25.
47. Eva Blay Alterman, Eu nao tenho onde morar. Vilas operdrias na cidade de Sao Paulo
(Sao Paulo, 1985), 118-33; Rolnik, "Sao Paulo, inicio de industrializacao," 89-91.
https://doi.org/10.1017/S0147547900006232
48. Margareth Rago, Do Cabare do lar. Autopia da cidade disciplinar. Brazil, 1890-1930
(Rio de Janeiro, 1985), 47-55; Rolnik, "Sao Paulo, inicio de industrializacao," 91.
49. Wolfe, "Anarchist Ideology, Worker Practice," 822.
50. Paulo Sergio Pinheiro and Michael Hall, A Classe Operaria no Brasil: Documentos
(1889 a 1930), vol. 1 (Sao Paulo, 1979), 226-43; Hahner, Poverty and Politics, 280; Boris
Fausto, Trabalho urbano e conflito social (1890-1920) (Sao Paulo, 1976), 170-75; Christina da
Suva Roquette Lopreato, "As jornadas de julho," paper presented at the Jornadas sobre los
trabajadores en la historia del siglo XX, Fundaci6n Simon Rodriguez, Buenos Aires (July 17-
19, 1991); Wolfe, "Anarchist Ideology, Worker Practice," esp. 830-35; Rolnik, "Sao Paulo,
inicio de industrializacao: o espaco e a politica," 75-93.
Political Ruptures and Organized Labor 125
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51. Of course, this did not mean that workers gave up. Tenants' leagues reappeared in
1920 throughout the suburbs and hired lawyers to demand enforcement of earlier concessions.
Again, however, there is no evidence of institutional endurance. See Alterman Blay, Eu nao
tenho onde morar, 148.
52. O Jornal do Brasil, May 1, 1917; cited in Moniz Bandeira, Clovis Melo, and A.T.
Andrade, O Ano Vermelho: A Revolucdo Russa e Seus Reflexos no Brasil (Sao Paulo, 1980),
52.
53. Alterman Blay, Eu nao tenho onde morar, 100.
54. Ibid., 149.
55. Ideias sociais de Jorge Street, ed. Evaristo de Moraes Filho (Rio de Janeiro, 1980),
385-86; Palmira Petratti Teixeira, A Fdbrica do sonho: Trajetoria do industrial Jorge Street
(Sao Paulo, 1990). For a general treatment of social legislation, see Carone, A Republica
Velha, 239-43.
56. Rago, Do Cabare do lar, 35-47; Alterman Blay, Eu nao tenho onde morar, 143-45;
Keremitsis, "The Early Industrial Worker in Rio de Janeiro," chap. 3.
57. Cited in Margareth Rago, "Anarquismo e disciplina industrial no Brasil," paper
presented at the Jornadas sobre los trabajadores en la historia del siglo XX, Fundaci6n Sim6n
Rodriguez, Buenos Aires (July 17-19, 1991): 9. For a more general discussion, see Marissa
Saenz Leme, A ideologia dos industrials brasileiros, 1919-1945.
58. Sheldon L. Maram, "Urban Labor and Social Change in the 1920s," Luso-Brazilian
Review 16 (1979):215-23; John French, "The Origin of Corporatist State Intervention in
Brazilian Industrial Relations, 1930-1934: A Critique of the Literature," Luso-Brazilian Re-
view 28 (1991):13-26. For an important exploration of how these paternalist practices evolved
over the ensuing decades, see Barbara Weinstein, For Social Peace in Brazil: Industrialists and
the Remaking of the Working Class in Sao Paulo, 1920-1964 (Chapel Hill, NC, 1996).
59. Rago, "Anarquismo e disciplina industrial no Brasil," 7.
60. Cited in Rago, Do Cabare do lar, 186.
61. James C. Scott, Weapons of the Weak: Everyday Forms of Peasant Resistance (New
Haven, 1985), 281.
62. Adam Przeworski, Capitalism and Social Democracy (Cambridge, MA, 1987), 50—67;
Charles Tilly, "Theories and Realities," in Strikes, Wars, and Revolutions in International
Perspective, ed. Leopold H. Haimson and Charles Tilly (New York, 1989), 11.
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