The Evolution of Knowledge Production in Capitalist Society

Curry Malott

Epistemology, or the study of knowledge, is at the heart of all teaching, learning and knowing in general. When setting out to examine and understand the knowledge produced by any system, it is imperative that one focus on the most central and underlying assumptions informing the knowledge-production process. Because we are interested in the knowledge produced by both capitalism and neo-liberal capitalism, we will begin our investigation looking at its ideological structure, historically contextualised. We pay particular attention to what knowledge is deemed valid and which knowledges are deemed invalid (Kincheloe, 2005) within the social universe of capital as a central aspect of understanding the role power plays in the validation process.

Competing Conceptions of Social Class 

What defines capitalism more than any other characteristic is that it is a class-based system. At its most basic level, social class can be understood as the hierarchical grouping of people based on similar economic and occupational characteristics giving way to the collective experience of social rank and caste, such as lower/working class and upper/ruling class, and the manifest relationships between and within such stratum. Associated with the notion of class, and especially with caste, is the idea that it is predetermined by government power or noble authority, who loosely determines, by birthright, what occupations are available to which groups.

Because occupation is not judicially determined by birthright in North America — the United States, Mexico, and Canada, among much of the world — the ontological perspective that differences in wealth and power exist not because of social class, but rather, are indicative of the division of labor that roughly represent the natural distribution of intelligence and drive, represents the dominant, hegemonised perspective, which tends to not be overtly stated in the knowledge production process, but rather, is implied. From this perspective, socio-economic difference becomes no more or less important to human diversity than eye color or body type, that is, one of many neutral differences that are entitled to universal respect and dignity. Class difference is therefore not something to be resisted, but rather, tolerated. Within this interpretative framework, through which praxical knowledge about being in the world is produced, the concept of social class, to reiterate, is rarely discussed or included. In other words, within the knowledge production process of the bosses/the ruling class, social class is constructed as non-existent.

As the vast majority of humanity, with varying levels of severity, are oppressed as wage workers by this hierarchal system of neo-liberal capitalism, it should be no surprise that there exists an ancient tradition of knowledge production from working-class/subjugated perspectives, which, in different ways, have argued that the unequal relationship between what we might call bosses and workers is not the natural outcome of genetically-determined endowments and deficiencies but is the result of a long legacy of abuse. We might begin naming this legacy as coercive, brutal, and manipulative manifesting itself in highly concentrated accumulations of wealth and power that are as nearly deterministic as birthright in reproducing class structure and social relations, more generally affirming the central role class plays in capitalist society. Within this paradigm, the concept of social class is most fundamentally represented in the relationship between the vast majority, divested from the means of production, therefore possessing only their labour to sell as a commodity, and the few who hold in their hands the productive apparatus, land, and resources, and the vast fortunes accumulated from purchasing the labor power of the landless multitudes at a price far below the value it generates. In short, this antagonistic relationship between social classes represents the heart of what capitalism is.

Drawing on the insights of Adam Smith, Noam Chomsky (2007), summarising what we can understand to be the ontological perspective of the profiteer or capitalist, notes that, “the ‘principal architects’ of state policy, ‘merchants and manufacturers,’ make sure that their own interests are ‘most particularly attended to,’ however ‘grievous’ the consequences for others” (pp. 41-42). Similarly, outlining the primary self-serving invention of the capitalist, the corporation, Joel Bakan (2004) observes that, “corporations have no capacity to value political systems, fascist or democratic, for reasons of principle or ideology. The only legitimate question for a corporation is whether a political system serves or impedes its self-interested purposes” (p. 88). Because safety and environmental regulations are a cost to production and thus encroach on margins, they are frequently violated as corporations sacrifice the public to satisfy their own self-interests.

Since The Great Depression of 1929 it has been increasingly difficult in North America to externalise these costs to those who rely on a wage to survive. For example, to appease an increasingly rebellious underclass the Bretton Woods system was established in 1944, which, among other things, limited the mobility of capital, and, as a result, weakened the deadly grip of capital. However, with the assistance of an intensified emphasis on the propaganda machine, including schools and the corporate media, that have been designed to manufacture the consent of the working and middle classes to support their own class-based oppression as normal and natural, Bretton Woods was dismantled in 1971, which gave way to an era of unrestricted capital movement, and, consequently, the massive redistribution of wealth upwards (Chomsky, 2008). This focus on the use of consent/the control of ideas/hegemony has resulted in the production of knowledge taking on a renewed importance within American and Canadian settler societies. The struggle over the purpose and goals of the education system has consequently become one of the primary battlegrounds where the working classes and the ruling class vie for political power to determine the course of history.

From this epistemological perspective, as long as social class exists, that is, as long as there are two antagonistically related groups, workers and bosses, rich and poor, or oppressed and oppressors, there will not be consensus on what explains the basic structures of society because what tends to be good for one group tends not to be beneficial for the other. For example, the idea that social class does not explain the inequality rampant in capitalist societies, but is the result of natural selection, is good for the beneficiaries of market mechanisms. At the same time, the notion that the violent class relation that can only ever offer cyclical crisis and perpetual war is at the core of capitalist society has provided much fuel against capitalism. In short, the class struggle that is indicative of capitalism itself is represented in the “fact” that higher wages are good for workers because they increase their standard of living, but hurt the bosses by encroaching on margins/profits.

From here a smart place of departure might be to observe the current post-Bretton Woods economic structure of North America. A look at the data indicates that in the last 10 years in the United States the wealth of the ruling class has exploded while the middle class has simultaneously experienced a steady period of decline as the offshoring trends of the 1980s and 1990s have dramatically effected not just blue-collar manufacturing jobs, but white-collar service sector employment as well. As a result, the ranks of the poor and the pissed off have continued to swell. No longer able to finance a middle-class lifestyle, consumer debt also skyrocketed during this period. Setting off a system-wide pandemic of foreclosures, the bosses assured the public that the economy was fine, largely ignoring the high cost the public was paying. According to Greider and Baker (2008):

In the long run, the destruction of concentrated wealth and power is always good for democracy, liberating people from the heavy hand of the status quo. Unfortunately, many innocents are slaughtered in the process. As the US manufacturing economy was dismantled by downsizing and globalization, the learned ones (Alan Greenspan comes to mind) told everyone to breathe easy — ultimately this would be good for the workers and communities who lost the foundations of their prosperity. Now that “creative destruction” is visiting the bankers, we now observe they are not so accepting of their own fate.

Reflecting on this quote in a personal communiqué Joe Kincheloe observed that, “now that ‘creative destruction’ is reaching the corporate elite, they are not so sanguine about the situation,” which is to be expected because, from the boss’ perspective, “the pain of structural adjustment for the privileged is more distressing than it is for the poor.” It was only a matter of time before the mega-banks collapsed into their own self-made house of cards constructed of worthless defunct mortgages. The current crisis and the government’s attempts to “bail out” the capitalists with an unprecedented 700-billion dollar “bill”, which increased to nearly a trillion dollars before it passed both the Senate and the US House, has exposed the self-destructiveness embedded within the logic of capital.

The knowledge being produced about the bailout aired through the corporate media focuses on the ways the bailout will benefit “mainstreet”, that is, the workers of capital, which, in a way, has some element of truth to it because the financial capitalists cannot operate on their own. That is, they depend on other capitalists involved in industry, commercialisation, real estate, etc. to borrow money and invest in human labour as a commodity who actually do the work and produce the wealth that is then appropriated, reinvested, gained, lost, etc. It should, therefore, not be surprising that the majority of representatives of the House and US Senators, in making their case for the bill, stressed, over and over, the benefits that will accrue to the “small people” as justification for their “yea” rather than “nay” votes. But using that indirect “benefit” to obscure the basic antagonistic relationship between labour and capital, which, as long as it remains intact, the majority of humanity will suffer, can be viewed as nothing short than an aplogoy for the inevitable injustices of capitalism.

We might, therefore, say that the mere existence of capitalism, its ruling classes in particular, represents the constant risk of an uprising, and the more powerful the bosses, the greater the inequality between the oppressors and the oppressed, and therefore the greater the probability of an uprising or frontal assault designed to seize control of state and private power. The bosses tend to have this awareness, and it is for this ruling-class class-consciousness that the hammer is always in the background. However, the elite are more interested in avoiding disruption because that kind of instability is not good for business. The ruling class perceive those who rely on a wage to survive as a constant pontential threat because their existence as labour is structually, by definition, set against their own creative human impulse.

From this perspective, labour is always instinctively operating at some level of uprising in their struggle to relieve themselves from the chains that bind them. The objective of the capitalist is, therefore, to keep working class resistance at the lowest possible level through the combined use of force and consent, placing special emphasis, for obvious reasons, on consent, that is, the control of ideas. It has been argued by mainstream progressive sources that the slight hesitation to pass the recent trillion-dollar bailout “bill” represents a victory for democracy because of the public’s overwhelming disapproval and the swelling “crisis in confidence”.

This crisis in confidence does not merely refer to the reluctance to spend money, as the corporate media would have us believe, but runs to the very core of capitalism as a viable economic system. Former United States President George W. Bush alluded to this reading of the world in a special television appearance where he reassured his audience, the “small people”, that “democratic capitalism is the best system that ever existed”. Similarly, White House Press Secretary Dana Perino offered similar reassurance arguing that the United States is “the greatest capitalist country in the world” and that the public only needs to be willing to suffer for a short time so “we” can, once again, “enjoy prosperity”. Of course, the bosses would never offer workers a choice in the matter, so we will suffer unless we fight back and challenge policies that treat the well being of the public as incidental. That is, as long as the basic structures of power remain intact and wealth is flowing to the elite, the well being of the public is not a concern.

Let us now situate in an historical context the ways in which knowledge is and has been constructed to explain and account for these trends and inequalities. The remainder of this chapter examines different approaches to these class-based issues. We end our discussion with critical pedagogy, which has recently begun to emerge as a leading force in emancipatory educational practice.

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It is worth restating, risking unnecessary repetition, that social class and related concepts, within western political discourse, have traditionally been articulated along an antagonistically related continuum. On one end, there is the idea that the existence of social class is evidence of the natural evolution of human society increasingly necessary as civilisation becomes more complex and advanced. On the other end of the spectrum, it tends to be argued that the existence of social class is the result of the appropriation of the naturally occurring division of labor, and therefore conceived as an unequal relationship that has been continuously and rather violently forced upon humanity. These two positions do not merely represent both sides, as it were, each possessing equal weight, and therefore embodying independent existences, unaware or unaffected by the other. What is demonstrated below is the intimate relationship between these competing perspectives on social class, one hegemonic, and therefore endowed with the power of the capitalist-state, (supporting the interests of the rich and the powerful), the other, counter-hegemonic, and as a result, historically marginalised by the dominant society, (representing the interests and concerns of the vast majority).

However, there has emerged within the critical conception of social class — and the social more generally — a tradition of thought that challenges the assumption of an external objective reality that the mind can neutrally comprehend with as much accuracy as a mirror reflects objects. As a result, such approaches refocus the debate from questions of accuracy to questions of certainty. While this shift may seem qualitatively insignificant, its ontological implications have immense pedagogical and curricular consequences. That is, if knowledge exists outside the realm of human intervention, then truth can be absolutely known and externally imposed. However, critical pedagogy argues that democracy cannot be pre-scripted because it is not a prescription. Democracy is a way of being in the world informed by common values such as social justice, equality, freedom, responsibility, and so on (Freire, 2005). While the practice of democracy undoubtedly requires complicated theoretical knowledge, it also requires that those insights be actively engaged with the concrete context, making it much more than a way of knowing — again, it is a way of being. These pedagogical issues are discussed in greater detail in the final sections of this paper.

In the process of outlining this dialectical discourse, we have demonstrated the complex and contradictory nature of the concrete context thereby underscoring both the conceptual limitations and benefits of the hegemonic/counter-hegemonic dichotomy outlined above. We begin investigating the assumptions underlying the production of knowledge under capitalism in Europe because it was the European model of class society that was reproduced around the world through the process of colonisation, which, in most regions, such as North America, continues to serve as the dominant paradigm.

Discourse Wars: Knowledge Production within Capitalism

Among the many scholars who have engaged in an in-depth study of the innermost workings of Europe’s model of class society, that is, capitalism, Karl Marx has proven to be the most influential, resilient, relevant, and responded to (both positively and negatively). One of the most widely read constructions of knowledge of all time, the Manifesto of the Communist Party (1848/1978), by Karl Marx and Frederick Engels, has touched, in one way or another, every major revolution around the world rendering its conceptualisation of social class particularly important for the study at hand.

By the end of the Manifesto’s first sentence — a relatively short sentence — Marx and Engels have clearly broken with the idealist romanticism of bourgeois scholarship by firmly situating their analysis of class within an historical dialectics of antagonistically competing interests noting that “the history of all hitherto existing society is the history of class struggles” (p. 473), and taken to its logical conclusion underscores the tenuousness of the present moment. The duo continue, linearly and temporally, from a European-centered perspective, naming what they understand to be the stages of conflicting interests that define human social development situating its beginning in ancient Rome and Greece, which would eventually give way to the modern, capitalist, bourgeois era.

Eurocentric, as suggested by the late Senegalese scholar and scientist, Cheikh Anta Diop, because there is evidence that suggests that capitalism is not, as Marx suggested, a relatively recent human construction because it existed in ancient Egypt. For example, Diop (1955/1974) argues that in rural and urban centers during Egypt’s Middle Kingdom (2160-1788 B.C.) there existed “marginal capitalism” as evidenced by the labour force being “free” and “contractual” and the existence of “a business class who rented land in the countryside and hired hands to cultivate it” motivated by the sole purpose of generating “huge profits” (p. 210). In the cities, Egyptian capitalists engaged in what seems to be very modern business practices such as “interest-bearing loans, [and] renting or subletting personal property or real estate for the purpose of financial speculation” (Diop, 1955/1974, p. 210). While Diop (1955/1974) argues that it was the “inalienable liberty of the Egyptian citizen” (p. 210) that prevented the development of “strong capitalism” with more power over the populous than the state or nobility, the contradictions within Egypt’s hierarchical arrangements did lead to a series of unsuccessful internal revolutions.

Again, Diop’s analysis, examined next to Marx and Engels’ (1848/1978) history of human social development, underscores the latter’s European-centered perspective. That is, naming what they understand to be the stages of conflicting interests, beginning with ancient Rome, which transitioned into the Middle Ages, and finally giving way to the modern bourgeois era, Marx and Engels (1848/1978) comment: “freeman and slave, patrician and plebeian, lord and serf, guild-master and journeyman, in a word, oppressor and oppressed” (p. 473). However, while Marx and Engels’ timeline and family tree of humanity might be inaccurate, the conclusion that is drawn from the developmental concept remains highly relevant and instructive: the oppressors and the oppressed “stood in constant opposition to one another, carried on an uninterrupted, now hidden, now open fight, a fight that each time ended, either in a revolutionary reconstitution of society at large, or in the common ruin of the contending classes” (p.474).

This observation is particularly relevant, as capital’s current crisis, discussed above, has exposed, in stark relief, that the very existence of capitalism is an elite class war continuously waged in a never-ending quest to increase the bottom line, which can only come from more and more unpaid labour hours put to work grinding up more and more of the Earth’s vital ecosystems. As part of the process of abstracting and distorting these class relations, the stock market is incorrectly presented as the producer of value. Challenging the assumption that the “profits and losses that result from fluctuations in the price of” stocks represent “an index of genuine capital accumulation”, that is, “reproduction on an expanded scale”, Marx (1894/1991), in Volume Three of Capital argues that they are, rather, “by the nature of the case more and more the result of gambling, which now appears in place of labour as the original source of capital ownership, as well as taking the place of brute force” (p. 607-609) or the exertion of labour power”.

With the development of global capitalism Marx (1894/1991) saw financial capitalists or bankers taking on a more central role as “imaginary money wealth” created on the stock market “makes up a very considerable part” of the money economy. As a result, bankers have become “intermediaries between the private money capitalists on the one hand, and the state, local authorities and borrows engaged in the process of reproduction on the other” (p. 609). Providing an analysis of how this system, with its built-in upward pulling gravity, without strict regulations, inevitably leads to an imbalance of commodities to consumer ratio, and therefore to a disruption in the actualisation of value, Marx (1894/1991) observes that “if there is a disturbance in this expansion, or even in the normal exertion of the reproduction process, there is also a lack of credit” creating a crisis in the confidence of the actual value of credit, which is indicative of “the phase in the industrial cycle that follows the crash” (p. 614).

Marx (with Engels), despite his shortcomings, therefore seems to offer what has proven to be a valid observation, that is, human society tends not to stand still — it is always in a stage of development — and as long as the old oppressed class become the new oppressors, society will remain pregnant with a new social order. Returning to the Manifesto, in making their case that the relations of production under capitalism will eventually be burst asunder, Marx and Engels (1848/1978) document the process by which Europe’s (concentrating on France, England, and Germany) bourgeois capitalist class emerged “from the ruins of feudal society” (p. 474) playing “a most revolutionary part” (pp. 474-475) in that transformation.

The massive amounts of wealth extracted from the Americas by European powers led Marx and Engels (1848/1978) to the conclusion that “the discovery of America,” as they called it, was one of the primary driving forces behind “the increase in the means of exchange and in commodities generally” and therefore to the “revolutionary element in the tottering feudal society, a rapid development” (p. 474). The argument is that the small-scale feudal arrangements were not equipped to organise the large armies of labour necessary for transforming the massive amounts of raw materials imported from the Americas needed to meet the exploding European demand for commodities, which was fueled by the influx of unprecedented resources. What is more, unlike Europe’s nobility whose power stemmed from their possession of land, the emerging bourgeoisie, without land, gained their advantage through the accumulation of capital due to the mercantile role they played in the extraction of American and African wealth. Summarising the bourgeoisie’s transformation from the oppressed to the oppressors, Marx and Engels unveil their most feared and celebrated prediction — that the bourgeoisie, who are still in power, like all of the oppressors before them, too will fall. A Marxist analysis might, therefore, view each new crisis of capital, such as the most recent one, part of capitalism’s march toward its own inevitable demise. Consider Marx and Engels’ (1848/1978) description of the capitalist class:

“The bourgeoisie, wherever it has got the upper hand, has put an end to all feudal…relations. It has pitilessly torn asunder the motley feudal ties that bound man to his “natural superiors”, and has left remaining no other nexus between man and man than naked self-interest, than callous ‘cash payment’…. It has resolved personal worth into exchange value, and in place of the numberless indefeasible chartered freedoms, has set up that single, unconscionable freedom — Free Trade.… The weapons with which the bourgeoisie felled feudalism to the ground are now turned against the bourgeoisie itself…. The bourgeoisie forged the weapons that [will] bring death to itself; it has also called into existence the men who are to wield those weapons — the modern working class….” (pp. 475-478)

While the broad strokes painted in the Manifesto of the Communist Party are useful for beginning to understand why knowledge produced by subjugated populations through the lens of Marx’s work continues to be both feared and exalted, we must focus more centrally on his more elaborated work on the division of labor as a transition into the perspectives of his pro-bossnon-solidarity critics, which continue to hold political sway in the contemporary context of global capitalism. In Volume 1 of Capital, Marx’s (1867/1967) discussion of primitive accumulation as part of the historical development of the capitalisation of humanity, which, as alluded to above, began in its “strong” form in England roughly a decade before Columbus set foot in present-day Haiti, is useful here in understanding Europe’s engagement in the Americas in particular, and global affairs in general. Because of the light it sheds on the discussion that follows, a sizable excerpt taken from Volume 1 of Capital (Marx, 1867/1967) is presented here:

The so-called primitive accumulation…is nothing else than the historical process of divorcing the producer from the means of production. It appears as primitive, because it forms the pre-historic stage of capital and of the mode of production corresponding with it.
The economic structure of capitalistic society has grown out of the economic structure of feudal society. The dissolution of the latter set free the elements of the former.

The immediate producer, the labourer, could only dispose of his own person after he had ceased to be attached to the soil and ceased to be the slave, serf, or bondman of another. To become a free seller of labour-power, who carries his commodity wherever he finds a market, he must further have escaped from the regime of the guilds, their rules for apprentices and journeymen, and the impediments of their labour regulations. Hence, the historical movement which changes the producers into wage-workers, appears, on the one hand, as their emancipation from serfdom and from the fetters of the guilds, and this side alone exists for the bourgeois historians. But, on the other hand, these new freedmen became sellers of themselves only after they had been robbed of all their own means of production, and of all the guarantees of existence afforded by the old feudal arrangements. And the history of this, their expropriation, is written in the annals of mankind in letters of blood and fire….

The starting point of the development that gave rise to the wage labourer as well as to the capitalist was the servitude of the labourer. The advance consisted in a change of form of this servitude, in the transformation of feudal exploitation into capitalist exploitation….

The expropriation of the agricultural producer, of the peasant, from the soil, is the basis of the whole process. The history of this expropriation, in different countries, assumes different aspects, and runs through its various phases in different orders of succession, and at different periods. (pp. 714–716)

From Marx’s work we can begin to read or construct the entire modern world as mediated and dictated by the westernised process of value production through the capital-labour class relation. In other words, we can understand the entire process, from the on-going need to primitively accumulate and expand, to the establishment of petrol-chemical industrialism, as a form of class struggle that began as a counter-hegemony, but has since developed into perhaps the most oppressive, destructive, and irresponsible hegemony in recorded history. Put another way, capitalism was initiated by Western Europe’s bourgeoisie against their feudal lords, some of the last remnants of Europe’s “Dark Ages”, but now rule with more barbaric force than ever before imagined. Ultimately, it has been the vast majority of humanity, disconnected from the soil and therefore from their indigenous culture, who have suffered from centuries of bourgeois pathology. In his examination of the historical development of class relations, Marx points to the division of labour as offering a place of origin.

Marx argues that during the early stages of human development the division of labour was a naturally occurring by-product of age- and sex-based physical difference, but also, and we would add, it is the result of the non-hierarchical creative diversity/multiple intelligences unique to human consciousness, as well as to the unpredictable nature of complex events, such as the establishment of purposeful economic systems. Within the division of labor, from this perspective, reside the most basic structural roots of organised society. Commenting on the division of labor Marx (1867/1987) notes:

Within a family, and after further development within a tribe, there springs up naturally a division of labor, caused by differences of sex and age, a division that is consequently based on a purely physiological foundation, which division enlarges its materials by the expansion of the community, by the increase of population, and more especially, by the conflicts of different tribes, and the subjugation of one tribe by another. (p. 351)

The issue of one tribe subjugating another will be taken up later. For now I would like to focus on the context Marx situates this naturally occurring division of labor in. Marx (1867/1967) hones in on the place-specific nature of tribal communities commenting that “different communities find different means of production, and different means of subsistence in their natural environment” (p. 351). In other words, the development of technology is informed by the specific characteristics of physical place or geography such as climate, terrain, arable land, game, waterways, distance and accessibility to other human communities, and so on. As a result, human societies have developed vastly different technologies based on geography, which constitute the original source of commodities, that is, products produced in one context and consumed in another. For example, civilisations that emerged close to large bodies of water have tended to create ship-building technology, whereas those communities whose traditional lands are covered with ice, such as in the Arctic, have developed technology conducive to more efficiently navigating the snow such as sleds and snow shoes.

In the following analysis Marx begins to break, however slightly, from his Eurocentric, linear analysis, acknowledging the persistence of ancient communities in the “modern” era. As an example, Marx (1867/1967) points to “those small and extremely ancient Indian communities, some of which have continued down to this day, are based on possession in common of the land…and on an unalterable division of labor” (p. 357). However, “each individual artificer” operates independently “without recognising any authority over him” (Marx, 1867/1967, p. 358). Marx attributes this independence, in part, to the fact that within these arrangements products are produced for direct use by the community and therefore do not take the form of a commodity and therefore avoiding the value-generating process associated with it. As a result, the alienating division of labor engendered by the exchange of commodities is also avoided. Marx defines commodities as products consumed by others rather than those who produced them, and those who produce, under capital, are not independent craftsmen, but externally commanded.

Marx (1867/1967) quickly returns to Europe and goes on to argue that the guilds, who more or less laboured independently, resisted the bourgeoisie’s commodification of production and therefore “…repelled every encroachment by the capital of merchants, the only form of free capital with which they came into contact” (p. 358). Marx notes that the guild organisation, by institutionalising stages of production as specialised trades separate from one another such as the cattle-breeder, the tanner, and the shoemaker, for example, created the material conditions for manufacture, but “excluded division of labor in the workshop”, and as a result, “there was wanting the principal basis of manufacture, the separation of the labourer from his means of production, and the conversion of these means into capital” (p. 359). Marx stresses that the process of value production is unique to capitalism and is therefore a “special creation of the capitalist mode of production alone” (p. 359), and therefore not an original or natural aspect of the division of labor. Driving this point home, Marx critiques the “peculiar division” of manufacture, which “attacks the individual at the very roots of his life” giving way to “industrial pathology” (p. 363). Because of the forcefulness and accuracy of much of Marx’s work, many proponents of capitalism have been forced to attempt to refute the idea that capitalism is a form of pathology, and that the capitalist relations of production, the relationship between what we might crudely call bosses and workers, is negative or harmful for those who rely on a wage to survive, the vast majority of humanity. What follows is therefore a brief summary of some of Emile Durkheim’s pro-capitalist constructions that continue to dominate official knowledge production in the western world, which, with slight variations, are all capitalist.

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Widely influential French sociologist Emile Durkheim is considered to be one of the “fathers” and founders of sociology and anthropology. Through the late 1800s Durkheim challenged much of Marx’s analysis, setting out to demonstrate that the deep inequality between social classes that drew much attention from critics such as Marx — a central aspect of the Industrial Revolution that began in England — was a natural product of the development of human societies, and should therefore not be resisted, but encouraged through such sorting mechanisms as schools. Essentially, what Durkheim (1893/2000) argues is that humanity (those relegated to the status of worker) would be wise to divest itself of any illusions of maintaining an independent existence and rather “equip yourself to fulfill usefully a specific function” (p. 39) because society requires it, that is, to bend ourselves to fit within the system that exists, to submit ourselves to the labour it requires. What Durkheim suggests is that the bourgeoisie, rather than a ruling class that embodies its own negation, represents the end of history and therefore the manifestation of the final and most advanced stage of human social evolution.

However, Durkheim could not ignore the class antagonism highlighted above by Marx, due, in part, to the intensity of the class struggle of his time and the recent memory of the worker’s Paris Commune of 1871. Acknowledging the human need of not being made a slave or being externally controlled, while maintaining his belief that inequality serves a necessary function in advanced societies, Durkheim notes that “moral life, like that of body and mind, responds to different needs which may even be contradictory. Thus it is natural for it to be made up in part of opposing elements…” (p. 39). In effect, Durkheim tells us that “progress” has a price — a price that tends to cause distress within the individual — but that is the nature of the universe, and it is not wise to challenge laws of nature. Building the foundation for this “functionalist” approach to sociology in his dissertation Durkheim (1893/2000) theorises:

We can no longer be under any illusion about the trends in modern industry. It involves increasingly powerful mechanisms, large-scale groupings of power and capital, and consequently an extreme division of labor…. This evolution occurs spontaneously and unthinkingly. Those economists who study its causes and evaluate its results, far from condemning such diversification or attacking it, proclaim its necessity. They perceive in it the higher law of human societies and the condition for progress. (pp. 37-38)

Again, Durkheim does not stop here in his analysis of objective reality as he reaches ever deeper into the grandiose, going on to argue that the division of labour does not just occur within the realm of economics, but can be identified within every aspect of life, and within all forms of life, rendering it a “biological phenomenon,” and therefore a law of nature. By claiming that capitalism happened “spontaneously” and “unthinkingly”, Durkheim effectively rewrites history erasing the long struggle against the commodification of humanity that was anything but spontaneous or without thought. Essentially, Durkheim takes Marx’s idea of the naturalness of the division of labor and divests it of its independent and communal nature, and replaces it with the notion that inequality and subservience to power are necessary manifestations of the advanced development of the division of labor.

This basic formula, with roots in Platonic epistemology that views intelligence as naturally and unevenly distributed, continues to exist in contemporary hegemonic discourses of the ruling elite — it is the presupposition informing the entire foundation of ruling class policy and practice. As a side note, the current crisis in confidence, discussed above, can, in part, be understood as stemming from the seeming incompetence and confusion coming from the political bosses in Washington and elsewhere. Not only does Durkheim support this idea of a naturally-occurring hierarchical conception of class within societies that undergoes intensified scrutiny during times of crisis, but he ranks civilisations/nations on a similar scale. Essentially, Durkheim argues that there is a tendency among societies that demonstrates that as they grow larger, the division of labor grows more specialised and entrenched, and as a result, they become more advanced. However, confronted with the existence of larger non-white nations, Durkheim argues that there are exceptions to this rule, which seems to stem from his belief in racial hierarchy. Consider:

The Jewish nation, before the conquest, was probably more voluminous than the Roman city of the fourth century; yet it was of a lower species. China and Russia are much more populous than the most civilized nations of Europe. Consequently among these same peoples the division of labor did not develop in proportion to the social volume. This is because the growth in volume is not necessarily a mark of superiority if the density does not grow at the same time and in the same proportion…. If therefore the largest of them only reproduces societies of a very inferior type, the segmentary structure will remain very pronounced, and in consequence the social organization will be little advanced. An aggregate of clans, even if immense, ranks below the smallest society that is organized, since the latter has already gone through those stages of evolution below which the aggregate has remained. (p. 49)

Durkheim’s implied white supremacy was not his own invention, nor was the idea of a natural hierarchy among Europeans represented within the division of labor new to him either. However, it is beyond the scope of this essay to trace the origins of those ideas. What follows, rather, is an analysis of how hegemonic conceptions of the division of labor have influenced policy in the United States situated in a more contemporary context from Lippmann to Friedman. Beginning with Lippmann we investigate how the idea of a natural hierarchy represented in the existence of rank-able social classes informed his ideas and practice concerning both domestic and foreign affairs.

Propaganda and Capitalism in the United States

Walter Lippmann was a highly influential architect of this discursive model contributing significantly to the implementation of its practice, a point Noam Chomsky (1999) has consistently given much attention to. For more than 50 years Lippmann was perhaps the most respected political journalist in the United States “winning the attention of national political leaders from the era of Woodrow Wilson through that of Lyndon B. Johnson” (Wilentz, 2008, p. vii). However, within the western tradition of hegemonic philosophy and practice, Lippmann’s ideas tended to fall on the liberal end of this distorted continuum. That is, while he believed it was the paternalistic responsibility of democratic government, comprised of those endowed with a naturally superior intelligence, to mould “the will of the people”, it must be for the common good and carried out without the conscious manipulation of propaganda. Set against what he believed to be the crude tactics of McCarthyism and the Red Scare, Lippmann was concerned with purifying “the rivers of opinion that fed public opinion” (Steel, 2008, p. xv).

Like Durkheim before him, Lippmann too, discounted the ideals of democracy (such as the notion that the will of the people does not need to be externally commanded) as an “illusion” referring to it in Public Opinion(1922) as “the original dogma of democracy”. As we will see, Lippmann constructed a theory of humanity, assumed to represent the objective reality, as being too ignorant and steeped in prejudice and bias to be able to achieve the necessary competence to know what is best for themselves rendering the theoretical idea of democracy a fantastic vision, but not conducive to the imperfect reality of human depravity. Lippmann biographer Ronald Steel (2008), in his foreword to the recently re-issued Liberty and the News (1920/2008), reasons that:

The horrors of World War I had shattered his optimism about human nature. His propaganda work, reinforced by the repressive activities of the government’s propaganda bureau, the Committee on Public Information, had made him realize how easily public opinion could be molded. He had always believed that a free press was the cornerstone of democracy. He still believed that, but with a new qualification. (pp. xii-xiii)

That “qualification” was his assertion that democracy itself is an unachievable ideal. Contributing to his belief in the inferior intelligence of the general public was his engagement with the emerging field of psychology that reinforced his beliefs about the nature of human perception rendering most people unfit to participate in the democratic process. For example, in The Phantom Public (1927) Lippmann argues that “man’s reflexes are, as the psychologists say, conditioned. And, therefore, he responds quite readily to a glass egg, a decoy duck, a stuffed shirt, or a political platform” (p. 30). Lippmann was clearly informed by the idea that the public is limited to perceiving the world only as it has been trained to. As a result, there tends to be a great gap between what is believed about the world and the actual world, or, objective reality.

Highlighting the persistence of this paternalistic attitude, the US House of Representatives recently discounted the people of the United States’ overwhelming objection of the trillion-dollar bailout bill, arguing that the public is unable to comprehend the severity of the problem, and thus only see clear skies blind to the approaching storm. According to Lippmann (1927), not only is the public inherently limited in its sense of perception, but in its desire to know commenting that “the citizen gives but a little of his time to public affairs, has but a casual interest in facts and but a poor appetite for theory” (p. 24-25).

Summarising his position Lippmann (1927) concludes that it is false to “…assume that either the voters are inherently competent to direct the course of affairs or that they are making progress toward such an ideal. I think it is a false ideal. I do not mean an undesirable ideal. I mean an unattainable ideal…” (pp. 38-39). Lippmann therefore viewed education no more suitable to achieve democratic ideals than any other false sense of hope. As it turns out then, the United States, which has long presented itself as the world’s leading proponent of democracy, has a history of being influenced by thinkers who believe in hierarchy and supremacy and therefore view the theoretical context of democracy as not representative of the concrete context of human nature, and therefore an unwise goal to pursue.

Of course, men like Lippmann, armed with their superior capacities, do not suffer from the afflictions of inadequacy. From this perspective, the division of labour is largely based on the naturally occurring unequal capacities of men rendering some more fit to lead and design the social structure, while the most useful function for the vast majority reside in their physical ability to follow direction and labour — as passive spectators rather than active participants. The responsibility of those most fit to lead, the responsible or capable men, is therefore to regiment the public mind as an army regiments its troops. This is the boss’s moral and paternalistic “commitment”, as Lippmann (1943) referred to it. Because Lippmann’s conception of class was based on the assumption of a natural hierarchy, he was logically able to claim a moral relativism as well, which stands in stark contrast to Marx’s privileging of democratic relations over the unjust relationship between labour and capital, that is, between the oppressed and their oppressors. In making this case — a case ultimately against democracy — Lippmann (1927) proclaims, “It requires intense partisanship and much self-deception to argue that some sort of peculiar righteousness adheres to…the employers’ against the wage-earners’, the creditors’ against the debtors’, or the other way around” (p. 34).

The peculiar nature of Lippmann’s political relativism is further brought to the fore in his discourse on US foreign policy where he draws on the notion of “justice” as it pertains to the use of force. Lippmann’s analysis in U.S. Foreign Policy (1943), seems, in many ways, to be a direct response to the arguments presented in the highly publicised War is a Racket (1935/2003) by anti-war activist, World War I veteran, and Brigadier General Smedley D. Butler. Summarising his position on war Butler (1935/2003) comments:

War is a racket. It always has been. It is possibly the oldest, easily the most profitable, surely the most vicious. It is the only one international in scope. It is the only one in which the profits are reckoned in dollars and the losses in lives. (p. 23)

Reflecting on the United States’ involvement in the First World War, Butler (1935/2003) notes that “we forgot, or shunted aside, the advice of the Father of our country. We forgot Washington’s warning about ‘entangling alliances’” (p. 26). In U.S. Foreign Policy: Shield of the Republic, published eight years after War is a Racket, Lippmann (1943) invests a significant amount of time making an argument against the pacifism alluded to in War is a Racket, without, however, referring directly to Butler or his work. Like Butler, Lippmann too draws on the legacy of General George Washington, but draws almost opposite conclusions. Consistent with his usual style, Lippmann (1943) paints a picture of the benevolent leader whose responsibility it is to protect the national interest — the interests of the rich — which he must have the military capacity to do. Otherwise, through his vulnerability, he is inviting his enemy’s provocation, and therefore irresponsibly putting those who rely on his paternalistic protection at unnecessary risk.

Washington did not say that the nation should or could renounce war, and seek only peace. For he knew that the national “interest, guided by justice” might bring the Republic into conflict with other nations. Since he knew that the conflict might be irreconcilable by negotiation and compromise, his primary concern was to make sure that the national interest was wisely and adequately supported with armaments, suitable frontiers, and the appropriate alliances. (Lippmann, 1943, p. 51)

Lippmann’s reasoning here is simple enough: an empire, such as the United States, will not survive without room to grow and the muscle needed to protect its “interests”, that is, the interests of the rich or responsible men which include the subjugation of their own population during crises of confidence and the extraction and concentration of wealth. The essence of his argumentation lies in the same age-old paternalistic guardianship and moral relativism that allows questions of justice to be freed from issues of domination and subjugation. In making his argument Lippmann cites the Monroe Doctrine of 1823 as evidence of the United States’ “commitment” to extend its “protection…to the whole of the Western hemisphere” and that “at the risk of war, the United States would thereafter resist the creation of new European empires in this hemisphere” (Lippmann, 1943, p. 16). Monroe’s doctrine has come to be interpreted as “professing a unilateral US ‘right’ to circumscribe the sovereignty of all other nations in the hemisphere” (Churchill, 2002, p. 335) influencing its aggressive dealings with Indigenous sovereigns within its boundaries and those within its hemisphere such as Cuba and Jamaica and all other Latin American and Caribbean nations (Malott, 2008, 2007; Cole-Malott & Malott, 2008).

The context Lippmann situates US foreign policy in provides a useful lens for understanding the nation’s current policies, such as those concerning not only Cuba, but globally. After all, it is the responsibility of the more capable men to make decisions for less capable men, and any illusions concerning democratic principles only restricts the natural development of the division of labor worldwide. As we will see below, Milton Friedman (1962/2002) picks up on this line of reasoning arguing that restrictions on the extraction and accumulation of wealth and the further entrenchment of class antagonisms only threatens the freedom of “progress”, that is, capitalism, and of men and women pursuing it.

***

Milton Friedman, pro-capital, economist extraordinaire, received worldwide recognition in 1976 winning the Nobel memorial Prize in Economic Sciences and has been touted as the world’s most influential economist of the twentieth century. Friedman has drawn the attention of the likes of internationally-renowned political analyst and activist Noam Chomsky (1999) who referred to him as a “neoliberal guru” while vociferously critiquing his (1962/2002) Capitalism and Freedom for hegemonically equating “profit-making” with being “the essence of democracy” and that “any government that pursues antimarket policies is being anti-democratic, no matter how much informed popular support they might enjoy” (p. 9).

Friedman’s supposition that the surest way to freedom is through capitalism is informed by the ancient hierarchy of intelligence paradigm that views economic competition the playing field most conducive to fostering the environment that will encourage and enable the superior individuals to rise to the top and assume their place as leaders and decision makers, that is, capitalists. Attempts to legislate against exploitation and abuse to ensure a functioning democracy, from this approach to knowledge production, is viewed as an attack on freedom because it prevents the naturally endowed masters from assuming their biologically determined place within the hierarchy. This construction is an unquestionable aspect of objective reality. Informed by this logic, the primary responsibility of government is therefore to “preserve the rules of the game by enforcing contracts, preventing coercion, and keeping markets free” (Friedman, 1955, p. 1). Connecting Friedman’s philosophy to practice Chomsky (1999) observes:

Equipped with this perverse understanding of democracy, neoliberals like Friedman had no qualms over the military overthrow of Chile’s democratically elected Allende government in 1973, because Allende was interfering with business control of Chilean society. (p. 9)

In order for government, and society more generally, to fulfil their scripted functions, reasons Friedman (1955), they require social stability, which is not possible without “widespread acceptance of some common set of values” and “a minimum degree of literacy and knowledge” (p. 2). Friedman (1955) reasons that the government should subsidise these basic levels of education because it “adds to the economic value of the student” (p. 4) and capitalists should invest in their labour just as they invest in machinery. The public is therefore viewed as a resource to be manipulated by the natural leaders for the common good. Making this point, Friedman (1955) argues that education “is a form of investment in human capital precisely analogous to investment in machinery, buildings, or other forms of non-human capital” and can be justified as a necessary expenditure because “its function is to raise the economic productivity of the human being” (p. 13). For Friedman (1955) then, knowledge production as an actively engaged endeavour is reserved for the elite, rendering the vast majority subject to the necessary “indoctrination” needed to ensure the widespread acceptance of “common social values required for a stable society” even if it means “inhibiting freedom of thought and belief” (p. 7).

As one of the world’s leading theoreticians of free market capitalism, it should not be surprising that Friedman (1955) was a strong supporter of the privatisation of, and thus the corporate control over, public education, masking it with a discourse of choice. In more recent times, he acknowledged that the testing-based No Child Left Behind Act touted as the surest path to increasing achievement was really designed to lend weight to the choice and voucher movement by setting schools up to fail and then handing them over to private managing firms such as Edison Schools (Kohn, 2004). Critical educator Alfie Kohn (2004) has commented that “you don’t have to be a conspiracy nut to understand the real purpose of NCLB” (p. 84). That is, NCLB is nothing more than a “backdoor maneuver” (Kohn, 2004, p. 84) constructed around conceptions of choice allowing private for-profit capitalists to take over public education. Friedman’s theory paved the theoretical pathway for these neoliberal tendencies of the public realm being handed over to corporations to be realised.

Friedman’s theory is based on the assumption that the competition for education dollars would push, out of the necessity to survive, education investors to offer superior products to attract customers. Schools that offered a sub-standard product would not be profitable, and would therefore be forced to either improve or close. Again, The No Child Left Behind Act of George W. Bush has served as a standards-based approach to usher in Friedman’s desire to privatise public education, which has had disastrous results on the knowledge production process. As a result, a major blow was leveled against the practice of education as an active engagement designed to understand the world and to transform it, taking aim specifically at the labour/capital relationship and its manifest hegemonies such as white supremacy and patriarchy.

These developments, however, are well documented. For the purposes of this discussion we will turn our attention to the larger Eurocentric vision of Friedman’s discourse, which is equally relevant as we approach a potentially new era in knowledge production in North America. That is, the potential Democratic presidency of Barack Obama, while pro-capitalist in principle, on their homepage, claim to “believe” that “teachers should not be forced to spend the academic year preparing students to fill in bubbles on standardized tests” (Obama Biden). The manifestation of this desire would provide critical pedagogues much needed breathing room to engage in counter-hegemonic knowledge production and critical praxis after this long period of Friedman-inspired privatization.

Friedman leaves little room for misinterpretation regarding his conceptualisation of democracy and social class, which, we will see, is, in many ways, almost the exact opposite of Marxism, underscoring, in a sense, a testament to Marx’s continued relevance in terms of directly and indirectly informing popular democratic movements challenging basic structures of power and therefore demanding a response by the architects of contemporary US public hegemonic discourse and policy. Within his paradigm Friedman (1962/2002) situates capitalism as the central driving force behind human evolution and therefore responsible for the “great advances of civilization” such as Columbus “seeking a new route to China” (p. 3), which consequently led to the emergence of vast fortunes generated by Europe’s colonialist empire building, slavery, genocide/depopulation and repopulation, and on a scale so massive, so horrendous and so utterly barbaric as to render comprehending its manifestation as a criminal act carried out by real living, breathing, feeling people almost unimaginable (Malott, 2008). Friedman, therefore, does not seem too different from his predecessors. That is, describing Columbus coming to the America’s as one of the great advances in civilisation can only be understood as callous and thoroughly Eurocentric.

But again, Friedman draws on the example of Columbus for the “advances” that have resulted from the “freedom” to pursue private “economic interests,” and therefore as evidence to support capitalism. Friedman (1962/2002) goes so far as to argue that free market “capitalism is a necessary condition for political freedom” (p. 10). Friedman’s thesis can be understood as a direct response to the popular support for nationalised economies designed to promote an equal distribution of the wealth generated by the productive apparatus arguing that “collectivist economic planning has…interfered with individual freedom” (p. 11). Individual freedom, for Friedman, stems from unregulated market mechanisms “stabilised” by a limited government whose function is to “protect our freedom both from the enemies outside our gates and from our fellow citizens: to preserve law and order, to enforce private contracts, and to foster competitive markets” (p. 2). Friedman points to the Soviet Union as an example of what he argues is the coercive tendency of government intervention in economic affairs. It is not surprising that Friedman does not mention the infinitely more democratic and egalitarian nature of Cuba’s centrally-planned economy compared to the US-supported free-market systems in the Caribbean and Latin America (Malott, 2007).

The “law and order” referred to by Friedman can best be understood as the way in which “the descendants of European colonizers shaped…rules to seize title to indigenous lands” (Robertson, 2005, p. ix) and to “enforce” these “private contracts”. Similarly, the Monroe Doctrine, touted by Lippmann (1927) as bound by “law” and “custom,” can be understood as extending the United States’ “sphere of influence” to the entire western hemisphere. That is, to ensure the resources and productive capacities of not only this region, but much of the world, would be controlled by US interests. These self-endorsed “commitments” of the United States have been upheld with deadly force explaining the US’s simultaneously open and hidden war against the Cuban Revolution and Castro’s trouble-making in the hemisphere (Chomsky, 1999; Malott, 2007). While the hegemony of US power has seemed all but total, it has not been without critique and resistance from not only Cuba and Latin America, but within the US as well. At the heart of this counter-hegemony has been the ongoing development of critical pedagogies, one of the primary philosophical influences of which can be traced to both Southern and Northern Native America.

Critical Pedagogy and Indigenity: Democratic Praxis against Social Class

Although he is certainly not the first critical pedagogue, the late Brazilian radical educator, Paulo Freire, is, however, the practitioner credited with the founding of what we have come to know in North America ascritical pedagogy with his first book being published in Brazil in 1967. Freire’s Pedagogy of the Oppressed, initially published in the United States in 1970, is arguably the seed from which critical pedagogy in education in North America has sprouted. Freire and other critical theory-trained Latin American, critical pedagogues were highly influenced by liberation theologists such as Leonardo Boff (1971/1978) and Clodovis Boff (1987) of Brazil, Peruvian Gustavo Gutiérrez (1973/1988), and world-renowned Archbishop Oscar Romero (1988/2005) of El Salvador, who was assassinated in 1987 after becoming “known across the world as a fearless defender of the poor and suffering” earning him “the hatred and calumny of powerful persons in his own country” (Brockman, 1988/2005, p. xv). What is common among these leaders is that they all practised (practice) and developed their theologies with the poorest and most oppressed sectors of their societies, who, wherever indigenous peoples are found, tend to be indigenous peoples. Within these theologies of liberation we can therefore find the democratic impulse that can be treated, risking romanticisation, as a common characteristic among a diverse range of traditional indigenous communities.

Critical pedagogy has always been concerned with challenging the discourse of hierarchy that legitimises oppression and human suffering as indicative of the natural order of the universe. Rather than viewing intelligence as unequally distributed and therefore the practice of democracy extremely limited, critical pedagogy is based on an armed love and radical faith in people’s ability to tend to their own economic and political interests in the spirit of peace and mutuality. In a recent series of interviews with David Barsamian, Noam Chomsky (2007), describes the characteristics of what he understands to be the praxis of democracy, that is, widespread political participation.

There can’t be widespread structural change unless a very substantial part of the population is deeply committed to it…. If you are a serious revolutionary, you don’t want a coup. You want changes to come from below, from the organised population. (p. 121)

This unyielding democratic impulse of western-trained, North American critical pedagogy can be largely attributed to the generous philosophical gifts of not only Native South Americans but Native North Americans such as the Haudenosaunee. According to Donald A. Grinde (1992) in ‘Iroquois Political Theory and the Roots of American Democracy’, many of the “founding fathers” of the U.S., Benjamin Franklin most notably, rejected the anti-democratic European model drawing instead on the brilliance of the Iroquois system of shared governance designed to ensure democracy and peace by putting power and decision-making in the intelligent hands of the people united in a confederation of nations and not in the divine right or assumed superiority of a ruler. Grinde and others in Exiled in the Land of the Free (Lyons & Mohawk, 1992) document, in great detail, the generosity of the Iroquois leaders in assisting Euro-Americans, before, during and after the American Revolution, in creating a unified Nation composed of the original 13 colonies as the foundation for long-term peace, freedom, liberty and democracy in North America. Putting the American Revolutionary war in a context foreign to traditional social studies instruction, Grinde (1992) notes that “the first democratic revolution sprang from American unrest because the colonists had partially assimilated the concepts of unity, federalism, and natural rights that existed in American Indian governments” (p. 231). It is abundantly clear that the gift of democracy received by the United States government by the Haudenosaunee has all been but subverted. For examples of the democratic tradition in contemporary times, outside of Native communities themselves, we have to turn our attention to the highly marginalised critical tradition.

However, we might say that this democratic tradition, commonly associated with European critical theory (i.e. Marxism), is an appropriation because the Native American source of these generous gifts, in the contemporary context, tends not to be cited. For those already engaged in the life-long pursuit of knowledge, this is an easily amendable flaw — requiring of such western-trained critical theorists/educators an active epistemological and material engagement with Native Studies and Indigenous communities the world over (Ewen, 1994; Kincheloe, 2008). We might say that the critical theoretical tradition, rooted in indigenous conceptions of freedom and liberty, represents a rich history of opposition to anti-democratic, authoritarian forms of institutionalised power — private (corporate), federal (state), and religious (Church/ clergy) — for it is this unjust power that poses the greatest barrier to peace. The example of the Haudenosaunee is relatively indicative of this tradition, which stands in stark contrast to the anti-democratic model perpetuated by Durkhiem, Lippmann, Friedman, and the like.

Questions of Certainty, Issues of Pedagogy

Questions of absolutism and certainty also become epistemologically central in the realm of pedagogy and the theory of our educational practice. Postmodern analyses challenge us to question the deterministic absolutism characteristic of enlightenment science. However, it would be foolish to take these critiques as an excuse not to consider what seem to be the more useful conclusions of modernist social science in regards to the role power plays in the legitimation process. For example, Marxists and other Enlightenment science radicals have gone to great lengths to quantify and reduce social trends concluding that the doctrinal system of the elite consistently portrays a distorted imagine of reality as neutral and therefore just how it is. This has been accomplished in the contemporary era through the establishment of a ruling class-controlled propaganda machine, employing schools, the government, and the mass media, which serves the function of maintaining social control. Some scientists argue that this control must be established, by either force or consent, whenever people are oppressed, because the species has a predetermined propensity for freedom and democracy, which is therefore built into the genetic design as an endowment.

Sceptical of any absolutisms regarding the highly complex and little known phenomena of consciousness and free will, that is, the human condition, we might argue that it only appears that humans are naturally democratic because the values of democracy have long been accepted and internalised by the vast majority of humanity rendering it easy to confuse that which has been socially constructed for a biologically determined characteristic. Rather than attempting to make a deterministic case for the human condition, as either democratic or competitive, we might argue that behaviourism has demonstrated that humans’ socially constructed schema are vulnerable to external manipulation suggesting more of a blank slate orenvironmental theory. Instead of putting this knowledge to work in the service of domination as the behaviourist tradition has done, we evoke it here to raise caution against anti-democratic practice.

However, we take issue with the radical or progressive scientific tendency to treat either of these analyses asmore or less accurate representations of objective reality even when they are grounded in the facts and not based on a desire to oppress and dominate. Following the postmodern insights of critical constructivism we therefore challenge the assertion that there is an objective reality that exists independent of the senses because it is the schemas of the mind that constructs ideas, explanations, and guides the practice of choice. Pedagogy based on the presupposition of an external objective reality can too easily lead to a form of anti-democratic critical banking and therefore not inclusive of the multitude of subjugated knowledges based on the multiple positionalities of oppression. We argue, on the other hand, that students should be actively engaged in the process of discovery or knowledge production based on a dialectical relationship between their own experiences and the theory of the social that suggests that there exists a macro-structural hegemonic power base that represents the common class enemy of the vast majority, despite the vast epistemological diversity found within human culture and individuality.

Again, it is not our aim to challenge critical descriptions of capitalism, especially those coming from the Marxist tradition, but to reframe them not as objective reality but as social constructions that, for now, do seem to best represent the phenomena in question (Kincheloe, 2005), that is, neol-iberal capitalism. In so doing, we invite learners to become actively engaged in the discovery process, or the process of naming and renaming the concrete context through the production of knowledge. Ultimately, the epistemological goal of critical pedagogy is not only to construct accurate and useful knowledge about the concrete context and the self, but to construct knowledge about how to transform the self as part of the process of transforming the world. For Marxists this means challenging and dismantling the labour/capital relationship and creating new relationships between people based on an inherently different set of values and ideals that challenge the hierarchies of antiquity that continue to dominate. We might understand this critical approach to knowledge production as part of the democratic process of becoming.

Conclusion

Reflecting on the current crisis of capitalism, working people, as always, will bear the burden because the bosses will not pay the costs if they can defer it to “the simple people”, as US Congressmen and women so often paternaliistically refer to the American people as. So they pay. But sometimes it takes a trillion-dollar reward for systemic irresponsible deception — the loving touch capitalism has always afforded “the bewildered herd” — to waken the sleeping giant of those who rely on a wage to survive. The crisis in confidence is the sleeping giant waking up, which goes much deeper than the reluctance to spend/consume. That is, the questoining goes to the heart of the modern world — the process of value production and its dehumanised underlying driving force, which is the quest for profit, whatever the consequence. While thesleeping giant metaphor can be useful and powerful, however, the risk is that it is a form of reductionism. That is, reducing the infinitely vast diversity of consciousness to a single entity flattens out the richness of all the contributing parts. We therefore must be careful not to confuse the individual parts for the whole (Kincheloe, 2005). To illustrate this point we might say that while the left pinky toe seems to effectively stimulate the epistemological curiosity of many people, it alone cannot account for the complexity of the entire giant.

As critical pedagogues it is within these instances of overt crisis that is our time to shine and do what we do: teach and engage with democratic principles, that is, help that big old giant stand up, become self-actualised, reach its full non-deterministic potential, and mature gracefully. Pedagogy is always critical at this juncture because the dominant paradigm does not recognise that we are all unique free wills and not things to be directed because it can’t. If the system did, it would not be what it is. It would be something different, and that is what we want. What will life after capital be like? Who knows? Maybe we’ll decide to call it Fun Style. Who is against fun? To be successful we must continue to rigorously strive to name the world, as it currently exists. We might call this the struggle over the meaning of our language, and thus, the meaning of the world and ourselves.

For example, despite the central role social class plays in determining the conditions of human life in capitalist society, it is a concept that receives very little attention in corporate media outlets. On rare occasion when it is introduced, it tends to be treated as the objective state of falling within a particular income bracket and is therefore just one of the many ways people are diverse, no more or less special than being male or female, or short or tall, for example. What is implied is that inequality is the natural state of humanity, and that any centrally-planned attempts to democratise the distribution of wealth is therefore unnatural because it limits the individual’s freedom to create his or her own economic destiny, allowing the cream to rise to the top, as it were. The entire history of coercion, propaganda, genocide, and conquest that paved, and continues to pave, the way for class society to exist, and the on-going resistance against it, tends to be left out of these discussions, almost without exception. Making a similar observation Chomsky (1993) plainly states that “in the United States you’re not allowed to talk about class differences” unless you belong to one of two groups, “the business community, which is rabidly class-conscious” and “high planning sectors of the government” (p. 67).

It is therefore not saying too much that the class-perspective found in the work of Durkheim, Lippmann, and Friedman has greatly influenced the business press, which tends to be “full of the danger of the masses and their rising power and how we have to defeat them. It’s kind of vulgar, inverted Marxism” (Chomsky, 1993, p. 67). What we find is that this self-serving perspective of those who benefit from class-based inequalities, in mainstream, dominant society, is presented as objective reality — as normalised and naturalised. However, because our humanity can be limited, but never completely destroyed, hegemony cannot be complete, and the less so, the more serious we take the wisdom of those who counter-hegemonically came before, and those who continue to generously contribute to the critical tradition.

References

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Freidman, M. (1962/2002). Capitalism and Freedom. London: University of Chicago Press.

Freire, P. (1970). Pedagogy of the Oppressed. New York: Continuum.

Greider, W. and Baker, D. (2008). Big Banks Go Bust: America’s Financial System in Crisis. (September, 16, 2008).   http://www.alternet.org/story/98863/

Grinde, D.A. (1992). Iroquois Political Theory and the Roots of American Democracy. In Chief Oren Lyons & John Mohawk (Eds.), Exiled in the Land of the Free: Democracy, Indian Nations, and the U.S. Constitution. Santa Fe, NM: Clear Light Publishers.

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Kincheloe, J. (2005). Critical Constructivism Primer. New York: Peter Lang.

Kincheloe, J. (2008). Critical Pedagogy in the Twenty-first Century: Evolution for Survival. In Peter McLaren and Joe Kincheloe (Eds.). Critical Pedagogy: Where are we now? New York: Peter Lang.

Kohn, A. (2004). NCLB and the Effort to Privatize Public Education. In Deborah Meier and George Wood (Eds.). Many Children Left Behind: How the No Child Left Behind Act Is Damaging Our Children and Our Schools. New York: Beacon.

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Lippmann, W. (1927). The Phantom Public: A Sequel to “Public Opinion.” New York: Macmillan Company.

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Being, Becoming and Breaking-Free: Peter McLaren and the Pedagogy of Liberation

Peter McLaren in an interview with Ravi Kumar

“Exploitation is normalized institutionally when a small minority (the capitalists) monopolize the means of production, and workers must rely on wage labor at the behest of the capitalists. This inequity is preserved and reproduced by the state. The presence of the unemployed pressure employed workers, ensuring that they will work unremittingly  hard to produce for the capitalists.  So an anti-capitalist curriculum begins with the struggle for morality, which can only occur outside of capital’s value form. Equality is impossible under capitalism since under capitalism it is the quality of labor power that is paramount, not the equalization of labor power.”

I

Ravi Kumar: You have been in the forefront of revolutionary critical pedagogy along with other social scientists. Where does the break happen in the works of revolutionary critical pedagogues from that of earlier educationists – the neo-Marxists like Michael Apple or critical pedagogues such as Henry Giroux?

Peter McLaren

Peter McLaren: I don’t see it so much as a break or rupture as coming to a fork in the road, a fortuitous crossroads of sorts — and deciding to take a different path, recognising that the journey I had taken with fellow critical educators had been a long and arduous one, freighted with travails and tribulations, a voyage where a lot of learning had taken place and many important struggles had been initiated.  Apple’s work was important to me as a graduate student because it was a clear exposition of a neo-Marxist analysis of the North American curriculum and policy initiatives and Giroux’s work — where I find more similarities to Zygmant Bauman, Castoriadis,  and the Frankfurt school than to the revolutionary Marxist tradition out of which my more recent work has emerged — remains important to me to this day; I consider Henry one of the most insightful and protean scholars on the topic of youth culture and one of the most illuminating critics of contemporary social formations, including the blood-sucking behemoth we refer to as neo-liberal capitalism. His creative and brilliant work on so many topics has inspired an entire generation of intellectuals. What’s different among us? Well, I think many things, and I would point to the most significant as my preoccupation with the writings of Marx, my hoisting of class as a central concept in teacher education, and the creation of socialism for the twenty-first century and linking education to the worldwide struggle for socialism, and working towards the instauration of Marxist educational theory in North America, along with a few fellow travellers. That path was opened up to me, in part, by the work of British educationalists Dave Hill, Mike Cole, Glenn Rikowski and Paula Allman.  Back in the mid 1980s, Mike Cole challenged me to subject my own work to a Marxist critique and I am glad that I obliged.  Now I think your question leads to a more important question — what differentiates my work in general from the progressive tradition in North America?  In the early 1990s I was working from a perspective I called critical postmodernism — the term critical postmodernism or resistance postmodernism was used, after Teresa Ebert, to distinguish it from ‘ludic postmodernism’ or the postmodernism of the spectacle, of the theatrical apparatuses of the state, the politics of representation and the propaganda of desire, a pedagogy of “arousal effect”,  a kind of micro-resistance linked to a secret museum of academic codes and codices that existed within culture where culture’s mystified nature could be explored and a politics of negation unleashed, the aim of which was to produce a well-tempered radical where the alienation of everyday life under capitalism was seen as not so bad because it was suffered by good people.  I was concerned that, among the cultural avant-garde, questions of class became ideationally sequestered from internal scrutiny — there existed a proclivity to self-censorship related to questions of class because the working class in their role as organic intellectuals were relegated to the role of cultural workers, and needed tutelage in the spaces of the vanguard regarding questions of cultural production whereas questions of class were deemed to be self-evident and to some extent too inevitable.

Now I don’t want to leave you with the impression that I don’t think culture is very important, since culture is linked to ways of “living out” historically specific antagonisms and relations of subordination. Given that the politics of liberation is headquartered in critical consciousness and ignited by revolutionary praxis where historical agents transform themselves through their struggles, I became interested in pedagogical spaces that could make the strange familiar and the familiar strange, more specifically in the sense of accounting for the “rich totality of many determinations” that Marx talks about. In other words, I tried to do a number of things: to understand how a distracted and indifferent subjectivity (that led to critics bemoaning the superficiality of modern life), one that remains blasé to shifts and changes within a moving modernity, can be invited into new perceptions of the social self by building a critical lexicon gleaned from the critical literature; to make the subterranean or oblivious workings of capital more conspicuous to teachers and educators, to conceive of the concept of praxis as ontologically important, and examine history not as something already written or hardwired into predicated or predictable outcomes but open to change once certain ideological and material conditions are superseded and fetishized everyday life grasped  dialectically (i.e, those conditions that shape and educate our desires surreptitiously or in tacit ways). I wanted to add some dialectical flesh to the progressive bones of critical pedagogy (which had becoming increasingly domesticated, as Paulo Freire was turned into a type of benevolent, almost Santa Claus figure), and tried to give this flesh an almost raucous, ribald and garrulous physicality through an eclectic writing style — without becoming trapped in a phenomenology of sensation or seduction. I tried to understand in theoretical terms, what gives our desires direction?  And, of course: What is the direction of our desiring? I became interested in the notion that human beings form reality in the process of becoming human, that praxis determines human beings in their totality, in other words, that praxis distinguishes the human from the non-human, which is something Karel Kosik talked about in his work on the dialectics of the concrete.  Following Kosik, I became interested in the movements of the world’s totality and how this totality is uncovered by human beings, and how, in our uncovering this totality, we develop a particular openness towards being. How can we discover ourselves as historical beings?  The results of our actions in and on and through the world do not coincide with our intentions. Why is this?  What accounts for the disharmony between the necessity and the freedom of our actions as human beings creating and being created by historical forces?  These are questions that motivated my thinking, and still do.  Do we make history or does history make us? Or do both occur simultaneously? I do not believe we are summoned by some higher power to create historical outcomes but that, following Marx, we make history.  Kosik saw this as the interconnection of the objectified and objectivised praxis of humankind.

This praxis in the form of production forces, forms of thought, language, etc., exists as historical continuity only because of the activity of human beings.  But this objectified and objectivised praxis has a form, and it is this form which is fixed in human history and seems over time to be more real than human reality itself and becomes the basis for historical mystification, for what Kosik refers to as the basis of the possibility of inverting a subject into an object. So, in effect, this forms the possibility for ideological mystification, for the ideological state apparatuses, all the way to the current kind of totalitarianism we had under the Bush administration ruled by the “big lie” – a lie that enters people’s heads as if it were a metaphysical being, a mystical substance in which human beings seek a guarantee against chaos, against chance, against the everyday contingency of life.  So that every individual enters conditions not of their own making, and there is a dialectic we must uncover between individuals and those conditions that are given for every generation, epoch and class.   And as Kosik noted, we can transcend these conditions but not primarily in our consciousness and intentions but through our praxis. We get to know the world by actively interfering in it. We discover our revolutionary ethics in the process of our objectification and our resistance to it. I tried to convey to my students that economics is not some nomothetic discipline but an ethic — a moral philosophy — that is perverse because of the way it deals with practical human relationships through its frenzy to maximise profits.  I became interested in the work of Raya Dunayevskaya and her notion of absolute negativity.  Absolute negativity, in Raya’s sense of the term, does not refer simply to an endless series of negations but a negation that can free itself from the object of its critique. Raya discovered this in Hegel.  Hegel worked with a type of self-referential negation, which was modified by Marx.  By negating itself, negation establishes a relation with itself and is freed from dependence on the external object — so this type of negativity, since it exists without relation to another outside itself is absolute — it is absolved from dependence on the other. This type of negation has negated its dependence on an external object. Marx critically appropriated this concept to explain the path to communist society. As Peter Hudis has explained, Marx via Hegel understood that to negate something still leaves us dependent on the object of critique. The alienated object is simply affirmed on a different level. So when you look at revolutions of the past, you see that they were still trapped by the objects that they tried to negate. They didn’t fully negate their negations, so to speak. Along these lines, Peter Hudis notes that communism is the negation of capitalism but as such it was still dependent on the object of its critique insofar as it replaced private property with collective property. Communism thus was not free from the alienated notion that ownership is the most important part of being human. Ownership was still affirmed, but on a different level. Of course, it was good to negate private property but this did not go far enough to pave the way to a truly new, a truly positive society. In order to meet this challenge, you need a human praxis that can achieve the transcendence of alienation. And this necessitates a subjective praxis connected with a philosophy of liberation that is able to illuminate the content of a post-capitalist society and convincing the popular majorities that it is possible to resolve the contradictions between alienation and freedom. Now it is clear that attempts to concretise absolute negativity as a new beginning rather than repeating the mistakes of an earlier era have been halted by the forces of colonisation and imperialism. Ramon Grosfoguel, Nelson Maldonaldo-Torres, Enrique Dussel, Walter Mignolo and Anibal Quijano and others are writing cogently and presciently about the coloniality of being in this regard, where the epistemological genocide linked to the Eurocentric forces of colonisation, and economic exploitation linked to capitalism, are demonstrated to be co-constitutive of plundering the oppressed (invented non-beings) of their alterity, their liberty, and their humanity — where, as Enrique Dussel notes, indigenous peoples have become but free labour for a colonial tributary system  linked historically to European capital. I am interested in the historical process of the European ego’s missionary sense (I discover, I conquer and I evangelise) and ontological sense (I think) and how this links up to the concept of the transnational capitalist class and the transnational state apparatus as developed by William Robinson.

 

RK: Freire, with whom you have worked and whose ideas you have critically used in your works, has been used by different shades of intellectuals and even agencies that sustain the rule of capital. What is it that allows the use of Freire’s works/ideas by them and what difference does it make when you use his ideas in your works?

PM: Well, I make no claim to a ‘purer’ interpretation of Freire’s work.  I think of the influence that Karel Kosik’s Dialectics of the Concrete had on Freire, and I think we can understand Freire best when we see his work in terms of how he fashioned the notion of praxis. In this respect, I would argue that Freire’s work has been flensed by liberals.  The politics of his praxis has been pasteurized.  The supreme postulate — the unity of theory and practice — is upheld by liberals and criticalists alike —but the original philosophical questioning (at least within materialist philosophy) that formed the conditions of possibility for revolutionary praxis has disappeared. Thus, as Kosik notes, the unity of theory and praxis has come to be realised and grasped in different epochs in very different ways.  Liberals often deal with the pseudo-concrete when utilizing praxis — they view it in terms of addressing the practical applications of pedagogical theory, or something like that, in which the focus is on the subjective consciousness of the individual. Praxis in the way I understand it, via Freire, and others, is the ontological process of becoming human. Reality manifests itself in this becoming, in this onto-formative process of becoming, in which the practice of being human forms and interprets reality. So praxis, as Kosik points out, is a specific mode of being that determines humans in their totality.

A specific mode of being, praxis becomes a way of transcending our finitude and helps us to constitute our relationship to the totality of human existence.  Many approaches to knowledge limit the notion of praxis, fetishize it, and turn it into some kind of technique of learning.  Here, formal logic replaces dialectical logic.  This goes against a materialist philosophy of praxis in which praxis is viewed as an onto-formative process, as the historical mediation of spirit and matter, of theory and action, epistemology and ontology.  Here we need to talk about revolutionary praxis, denouncing oppression and dialectically inaugurating new forms of social, educational and political relationships.  Clearly, reflecting on our practice means finding ways of organising and activating our pedagogical relationships so that the oppressed become protagonists in their historical formation.  Freirean praxis is oriented towards socialist relationships and practices, and this has been jettisoned by liberals.  Revolutionary praxis is, if Marx’s stresses are taken into account, is not some arche-strategy of political performance undertaken by academic mountebanks in the semiotics seminar room but instead is about “the coincidence of the changing of circumstances and of human activity or self-change”.  It is through our own activities that we develop our capacities and capabilities. We change society by changing ourselves and we change ourselves in our struggle to change society. The act of knowing is always a knowing act.  It troubles and disturbs the universe of objects and beings, it can’t exist outside of them; it is interactive, dialogical. We learn about reality not by reflecting on it but by changing it.  Paying attention to the simultaneous change in circumstances and self-change and creating a new integrated worldview founded upon a new social matrix – what I call socialism – is how I understand revolutionary movement as praxis.

RK: The works of revolutionary critical pedagogues have been often critiqued as non-viable, as ideals which cannot be achieved. Their works are also critiqued on the grounds that they do not talk much about curriculum, teacher training, classroom transactions or students psychology. Rather they are seen as arguing against imperialism and capitalism or resistance against capitalism. How would you respond to such critiques?

PM: I think there is some truth to this criticism.  But there are several ways to look at this dilemma. First and foremost, if there are no other critical educators addressing neo-liberal capitalism and imperialism, specifically from a Marxist perspective, or dealing systematically with what Anibal Quijano and Ramon Grosfoguel call the “coloniality of power” then it is obvious revolutionary critical educators need to be up to this task.  Clearly, the copious offerings of the postmodern left have remained regnant in the education literature, Hardt and Negri’s work on the immateriality of labour, the multitude, and Foucault’s work on the archaeology of power, etc. Joining these are neo-Weberian approaches to class.  There are, in my mind, too few Marxist analyses available for students to engage within the educational field, although perhaps it is different in India, and I know that it is different in England with the work of Dave Hill, Mike Cole, Glenn Rikowski, Paula Allman, and others gaining worldwide visibility. So in terms of my own work, I have been trying to address issues that you and colleagues in England and elsewhere have been addressing for a much longer time.  My task, along with other North American critical educators, has been to try to give the anti-capitalist movement relevance for North American educators.  One theme that has dominated my work has been a Marxist critique of global capitalism. The sociologist Willian I. Robinson argues that we have a global capitalist system that has entered a new phase during the last two decades – what we have come to call neo-liberal capitalism. Obviously we need to mount a politics of resistance. Social and political forces are still needed to challenge state power at the national level. It is wrong to think that there is no more need to talk about state power or the need for political organisations that can cooperate in civil society as well as in political society. We have two extremes at the current historical juncture:  the old model of the vanguard party overthrowing the state (the vertical model) and the civil societarian position about changing the world without taking state power. Enrique Dussel points out that asking whether or not it is possible “to change the world without taking power” is the wrong question.  Power, notes Dussel, can’t be “taken” as it were a “thing”. Power belongs to the political community, to the people, as it were.  Power can be exercised institutionally by representative delegates of the community but the question remains – in whose interests do these institutions serve?  Dussel argues,

The package of State institutions (potestas) needs to be untied and changed as a whole by conserving what is sustainable and eliminating what is unjust – thereby creating the new.  Power (as potestas) is not “taken” en bloc.  It is reconstituted and exercised critically in view of the material satisfaction of needs, in fulfilment of the normative demands of democratic legitimacy, and within empirical political possibility.  But to be clear, without the obediential exercise of delegated institutional power the world cannot feasibly be changed. To attempt to do so is little more than abstract and apolitical moralism and idealism, which clearly results from practical and theoretical confusions.

And Robinson is correct in positing a crucial remaining question: What types of political vehicles will “interface” between popular forces and state structures? What’s the relationship between the social movements of the left, the state, and political organisations?  Previously the relationship was vertical (cultivating a top-down hierarchy), now it’s horizontal (cultivating democratic social relations from the ground up). So what will eventually replace the neo-liberal model?  Market capitalist models?  Reformist models that will sustain the rule of capital? What are the forms of organisation we need to resist the rule of capital?  At the level of the state as well as the public sphere.  What political vehicles can the popular majorities create that can interface between popular forces and state structures?  How can popular forces utilise state power in order to transform the state and bring about a socialist alternative to the capitalist law of value?  According to Robinson, previously there was a vertical model. In the last 15 or 20 years, the emphasis has been on horizontal relations, networking among different social groups, and bringing about democratic relations from the ground up via participatory democratic forms of organisation. Here, indigenous organisations have taken the lead. We need countervailing forces from below – popular forces and movements of popular majorities from below that can put pressure on the state (where global forces pressure even revolutionary governments to moderate structural change), even when the state is working towards socialist ideals such as the case of Venezuela. What are the pedagogical implications in all of this?  How can we look at critical pedagogy as a social movement, as a broad coalition of groups?  How do we define pedagogy in this context? How is critical pedagogy a force for change that exists as much outside of schools as within them? These are questions that need exploring. And there are too few of us in the field of education engaging these questions.

Let’s take another important theme.  In addition to challenging the neo-liberal globalisation of capital, revolutionary critical educators need to address the concept of colonialism. Anibal Quijano, for instance, notes that with the help of capitalism, the idea of race helped to yoke the world’s population into a hierarchical order of superior and inferior people and it became a central construct in creating and reproducing the international division of labour, including the global system of patriarchy. He writes how, historically, slavery, serfdom, wage labor, and reciprocity all functioned to produce commodities for the world market – and this “colonial power matrix” (“patrón de poder colonial”) came to affect all dimensions of social existence such as sexuality, authority, subjectivity and labour.   Berkeley professor Ramon Grosfoguel conceptualises this as a historical-structural heterogeneous totality that by the late 19th century came to cover the whole planet. Grosfoguel has described the coloniality of power as an entanglement of multiple and heterogeneous global hierarchies (“heterarchies”) of sexual, political, epistemic, economic, spiritual, linguistic and racial forms of domination and exploitation where the racial/ethnic hierarchy of the European/non-European divide transversally reconfigures all of the other global power structures. As race and racism became the organising principle that structured all of the multiple hierarchies of the world-system, different forms of labour that were articulated to capitalist accumulation at a world scale were assigned according to this racial hierarchy.  Cheap, coercive labor was carried out by non-European people in the periphery and “free wage labor” was exercised by people of European descent in the core. Such has been the case up to the present day.  Grosfoguel makes an important case that, contrary to the Eurocentric perspective, race, gender, sexuality, spirituality, and epistemology are not additive elements to the economic and political structures of the capitalist world-system, but a constitutive part of the broad entangled “package” called the European modern/colonial capitalist/patriarchal world-system. Now as revolutionary critical educators, we need to examine class struggle in the context of the production of the coloniality of power.  This is an important project.  So yes, this is a lot of theoretical work, and the basic arguments need to be laid out before we can build a curriculum that can address these issues and more work needs to be done before we can mine their implications for teacher education, curriculum, and a psychology of liberation. When we look at psychology, we can look to the pioneering work of Frantz Fanon and, of course, Ignacio Martín-Baró, the Jesuit priest who was murdered by the US-backed military forces of El Salvador. Of course, some educators are addressing the issue of decolonising pedagogy at the level of the classroom, of decolonising the curriculum, and this is important work. It is not that works addressing these themes have not been done before for many years. It’s just that when new questions and configurations arise at the level of global politics, we need to examine their implications from both geopolitical and micropolitical perspectives, using new conceptual schema and utilising empirical work being done on the ground. And putting it all together.

But, a single revolutionary critical educator would find it difficult to do everything you mention in your question all at once – to put implications for curriculum planning, for learning theory, for psychology, for teacher education, for pedagogical approaches in the classroom all in one book, or one study, for instance. I like to see revolutionary critical education as a collective enterprise. Some critical educators are writing about classroom issues, others are looking at the curriculum. I am writing more on a “macro” level, trying to develop a coherent philosophy of praxis – and of course I benefit from the work being done by critical educators worldwide. If I were a pre-service student in a teacher education programme, obviously reading a book by McLaren would not be enough to answer so many important pressing questions that classroom practitioners need to address. The key would be to read educators who can give you some philosophical foundations, including the concept of revolutionary praxis, some historical foundations, ethical and epistemological foundations, and some multicultural foundations that include issues around gender and patriarchy and sexuality and disability, and foundations for developing critical classroom practices, including eco-pedagogy and teaching for a sustainable biosystemic future. We are a collective effort.  People sometimes want me, or some other revolutionary critical educator, to do everything in a single text.  The key is not to look for a single source but to appropriate critically from a wide expanse of revolutionary critical discourses – inside and outside of the educational literature.  Here in the US we have a field called educational foundations. But you don’t see programmes called educational foundations as much today as when I began teaching in schools of education a number of decades ago.  I think we need to revive educational foundations, and try to revision them as critical educational foundations programmes.

The state is not a neutral site, and what we need to challenge is how capital has shaped it and how it is shaping capital. Civil society is part of the state and is not an autonomous region that miraculously floats above the messy world of class antagonisms. Many progressive educators fail to realise this.  So what happens?  In their refusal to move beyond reclamation of the public sphere and an embracing of an anaemic and abstract conception of democracy and freedom, they unwittingly reflect the leftist face of the capitalist class in which appearances are created and preserved while reality is eroded. For me, the struggle is about building a socialism of the concrete, not an abstract utopia, a radical democracy of the abstract spawned by a revivified civil society.  And we all have been remiss is failing to spell out what this means, what this could be like. That is the challenge for some of us, and until we develop a coherent direction of where to go AFTER capital, then we will be trapped in a leftist neo-liberalism, and that is a very perilous place for humanity to be.

II

RK: How do you analyse the current recession as a pedagogue? How do you see it as a teacher-worker affecting the educational scenario?

PM: Teachers need to develop anti-capitalist pedagogies. They need to involve their students in a discussion of the current global economic crisis — and not be afraid to use the word “capitalism.” We need to stress the “class” dimension of the crisis in Marxian terms. We need to enter into discussions about how capitalism works and how the question of politics pervades questions of the economy and the distribution of wealth and class power.  And how all these questions have a moral dimension (can morality exist within capitalism?) as well as a political basis. There is a tremendous fear about socialism in the US these days, but we must remember that the ruling class only fears socialism for the poor because the entire system is protected via socialism for the rich, a system that is comfortably in place — although it needs to be unmasked as socialism for the rich.  The great US polymath, Gore Vidal, pointed out that the US government prefers that “public money go not to the people but to big business. The result is a unique society in which we have free enterprise for the poor and socialism for the rich” and we can clearly discern the truth in that statement when we look at the recent nationalisation of Fannie Mae and Freddie Mac where you can see clearly that the US is a country where there exists socialism for the rich and privatisation for the poor, all basking in what Nouriel Roubini calls “the glory of unfettered Wild West laissez-faire jungle capitalism” – and what Marxist theorist David Harvey argues has led to  “a financial Katrina”— that  has allowed the biggest debt bubble in history to fester without any control, causing the biggest financial crisis since the Great Depression. Indeed, socialism is only condemned when it profits the poor and the powerless and threatens the rich. But capitalists are quick to embrace a socialism for the rich — which really is what neo-liberal capitalism is all about. But of course, it’s called free-market capitalism and is seen as synonymous with the struggle for democracy. But free-market ideology cannot fix a crisis created by free-market ideology. I look around me to the decaying infrastructures of the cities here and I feel I am living in some kind of slow-motion demolition of civilisation, in a film noir comic book episode where denizens of doom inhabit quasi-feudal steampunk landscapes of wharfs and warehouses and rundown pubs, roaches sliding off laminated table cloths, in an atmosphere of dog-eat-dog despair. Those whose labour is exploited in the production of social wealth — that is, the wage and salaried class — are now bearing most of the burden of the current economic crisis in the US and, quite simply, what is called for is a mass uprising like we saw in Argentina in 2001-2002 when four presidents were forced out in less than three weeks, like we saw in Venezuela when the popular majorities rescued President Hugo Chavez during a CIA-supported coup, or like we saw in Bolivia, when the indigenous peoples put Evo Morales in power or what we are seeing in Iceland, in Latvia, in Greece, in South Korea today. We need to cry “”¡Que se vayan todos!” (“All of them must go!”) And flush contemporary deregulated capitalism down the toilet.  But the interminably overcast political world and the media/videosphere in the US provide the US public with what Paul Valéry described as “the succour of that which does not exist” – in this case, a belief that free-market capitalism is still the best of all possible systems and needed to keep democracy safe from the feral hordes of barbarians who might turn to the evil of socialism if we are not vigilant in protecting our way of life. As educators, we are faced with a tough challenge in teaching about and against capitalism.

William Tabb notes that the system itself created this crisis by floating the stock of new companies that promised to invest in high technology. Prices rose so high that the stock market came crashing down. When the Federal Reserve lowered interest rates and kept lowering them, it became easier for companies and individuals to borrow and it helped people pay off debt and borrow more and low-interest mortgages made home ownership cheaper.   As housing prices rose and kept rising, mortgage originators gave out easy loans with little or no down payment as well as low teaser-rate loans, which would reset in the future, were offered, and interest-only mortgages became common. Adjustable-rate mortgages allowing borrowers to make very low initial payments for the first years became popular. The banks learned to securities these loans by selling the collateralised debt obligations to someone else who would receive the income. You would get paid up-front with money you could lend to still more borrowers. Tabb tells us that between mid-2000 and 2004, American households took on three trillion dollars in mortgages while the US private sector borrowed three trillion dollars from the rest of the world.  Almost a half of the mortgages were financed with foreign money.  And when the Securities and Exchange Commission changed the rules to allow investment banks to take on a great deal more risk, we saw the collapse of Wall Street as we have known it.  When the big investment banks received an exemption from regulation limiting the amount of debt they could take on, they borrowed and invested more in relation to the actual capital the bank possessed. But they ran out of money when things went bad. This is what happens when you put your faith in the magic of the market (the market is the singular most important deity in the US) allow banks to self-regulate. Social regulation in the public interest is, and has always been — an anathema to the ruling class, or the transnational capitalist class, however you describe the guardians of the interest of capital. The ruling class and its powerful fractions of capital put the blame on too much governmental regulation — not too little — with respect to the current crisis just at a time when we need strong government action.

Because of the credit squeeze, businesses cannot get sufficient credit and so are cutting back on investment, on payroll, on employees and are not pursuing strategies to help working people — why aren’t  mortgage rates being lowered to let people stay in their homes? Why is money being thrown at the banks when they need to be nationalised and reorganised?  We need to move to direct job creation, not giving tax breaks to corporations doing business in the US. As Tabb notes, minimising or eliminating their tax burden leaves the working people to pay more. Tabb is correct in arguing that the issue of class power and the structural nature of capitalism as a system of class domination have to be brought front and centre — we need to critique the very class structure of capitalism. If we wish the patterns of taxation and pro-corporate policy we need greater social control over capital with its recurring crises and unpredictable cycles and chronic instability and a complete rethinking of the system in terms of what economic democracy really means for the wretched of the earth.

Given the nature of capitalism, and primed by the laws of capitalist competition and accumulation, capitalists are forced to produce a surplus product in order to produce surplus value; and in order to generate even more surplus value, must be reinvested and this continued reinvestment expands surplus production and there exists a continual need to discover spaces for surplus production. Capitalists are in continual search for new means of production as well as natural resources and the necessity of raw-material extraction has led to what some have called the new imperialism. What we need, obviously, is a non-capitalist class structure.

We are entering a period where leftist educators must play an important role in the global struggle with finance capital.

The most important approach to discussing the crisis in capitalism has been developed, in my view, by Glenn Rikowksi in his discussion of the social production of labour-power as this relates to education.  “Labour-power” is the potential or ability of workers to work, it is the latent value (or the promise of creating value possessed by human labour) that has not yet been expended. “Labour” is the actual activity of producing value. The profit, or what Marx refers to as surplus value, arises when workers do more labour than is necessary to pay the cost of hiring their labour-power.

Exploitation is normalised institutionally when a small minority (the capitalists) monopolise the means of production, and workers must rely on wage labour at the behest of the capitalists. This inequity is preserved and reproduced by the state. The presence of the unemployed pressure employed workers, ensuring that they will work unremittingly hard to produce for the capitalists.  So an anti-capitalist curriculum begins with the struggle for morality, which can only occur outside of capital’s value form. Equality is impossible under capitalism since under capitalism it is the quality of labour-power that is paramount, not the equalization of labour-power. These are issues that need to be explored. Glenn Rikowski puts it this way:

In capital’s social universe, ‘values’ have no substance, but value is the substance. Morality, is the struggle for morality, the struggle to make it real, and this can only be a possibility (still only a possibility) in the movements of society post-capitalism. Moral critiques of capitalism are in themselves insufficient, as Marx held (though they are understandable, and may energize people and make them angry against the system, and this anger may lead to significant forms of collective struggle). However, the struggle to attain morality, the struggle to make values possible, continually crashes against the fabric of society. It is this that makes struggles for gender equality, ‘race’ equality and so on so explosive. In capitalist society, these forms of equality (like all other forms of equality) are impossible. But the struggle for their attainment exposes their possibility, a possibility that arises only within a post-capitalist scenario.

On this analysis, collective quests for gender and ‘race’ equality are a threat to the constitution of capitalist society; they call forth forms of equality that can have no social validity, no existence, within the universe of capital – as all forms of equality are denied except for one. This is equality on the basis of exchange-value. On the basis of exchange-value we are all equal. There are a number of aspects to this.

First, our labours may be equal in terms of the value they create. However, as our labour-powers have different values, then 10 weeks of my labour may be equal to a single day of the labour of some highly paid soccer player. Equality here, then, operates on the basis of massive substantive inequality. Secondly, the value of our labour-powers may be equal; so one hour’s labour of two people with equal labour-powers (in terms of labour-power quality) creates the same value. In a paper of last year, I go on to show that although these are the only forms of equality socially validated within the social universe of capital, practically they are unattainable as other social drives break these forms of equalisation…. For example, the drive to enhance labour-power quality as between different capitals, national capitals and between individuals pursuing relative ‘self-investment’ in their own labour-powers would constantly disrupt any systematic attempt to create equality of labour-powers through education and training. Although forms of equality on the basis of exchange-value are theoretically possible, the first (equality of labour) is abominable as it is compatible with massive inequalities of income and wealth, whilst the second (equality of labour-powers) is practically hopeless. The outcome of all this is that struggles against inequalities in capitalist society are struggles for forms of equality that cannot exist within capitalism. Yet they nevertheless constitute struggles against the constitution of capitalist society, and also for equality than can attain social existence on the basis of the dissolution of the social universe of capital.

Rikowski explains, after Marx, how labour-power is transformed into labour in the labour process, and how, in this movement value, and then at a certain point surplus value, is generated. He illustrates that there are two aspects to labour: it is a process of producing use-values and also value (a valorization process). These are not two separate processes but both are expressions of the one and same set of acts within the labour process. Rikowski puts it thus:

If the product is useless then value is not realized at the point of sale. Labor power consists of those attributes of the person that are used in creating a use-value (the use-value aspect of labor power), but labor power also has a quantitative, value-aspect too. Through the activity of the worker (labor) in the labor process, some of our personal powers (labor power) also become expressed as value-generation. Thus: labor power is the unique, living commodity that is the foundation of value, the substance of the social universe of capital. We create the social universe of capital.

Rikowski goes on to argue that education and training play a key role in the social production of labour-power. There exists a social drive to reduce all education and training to labour-power production and, according to Rikowksi, this reflects the deepening capitalisation of the whole of social life. In contemporary capitalist society, education and training play an incredibly key role in the social production of labor power – which Rikowski reminds us is the single commodity on which the expansion of capital and the continuation of capitalist society depend. Thus, it behooves us mightily as critical educators to understand the processes by which  education and training increasingly operate as vehicles of labour-power production, and — and this is crucial to remember — it is not labour but  rather  labour-power that generates value when it is expressed as labour in the capitalist labour process. Value is the substance of the social universe of capital. Education and training thus have a key role to play in the maintenance and expansion of the social universe of capital. As educators, as students, we are all involved in socially producing labour-power, although teachers have more social power in this regard than do students. If we are part of the endless social drive to enhance labour-power quality then we are at the same time participating in a process that necessarily creates an inequality of labour-power values, and works against what education in capitalist society should be about, which is labour-power equalisation.  I am brought back to one of Marx’s reflections, “The realm of freedom begins where the realm of necessity is left behind,” and also, “limiting the length of the working day, is a crucial demand.”

The key here is to recognise the fundamental contradiction between the drive to enhance labour-power quality, and the real necessity of labour-power equalisation. And the latter is not possible within the social universe of capital. Rikowski is at the forefront of this idea, and here his contributions to critical pedagogy are of inestimable importance. Business and corporate leaders realise that education is all about the reproduction of labour-power for capital although, as Rikowski notes, they call it ‘human capital’, and this is a very scary term indeed.  But it is accurate. In my writings I try to capture the alienation and fetishization and commodification of human life, of capitalism turning living labourers into abstract labourers.  Here in the US, the process of educating students’ labour-power for capital is increasingly standardised — we make sure students can take standardised, multiple-choice exams that stifle their thinking and make them less able to develop the critical skills that can help them figure out that they are fodder for the reproduction of capitalist social relations. Rikowksi notes that “teachers and trainers have huge strategic importance in capitalist society: they are like ‘angels of the fuel dump’, or ‘guardians of the flame’, in that they have intimate day-to-day responsibility for generating the fuel (labour-power) that generates what Marx called the ‘living fire’ (labour)”. God forbid that students might question the representatives of capital! So the task becomes: Who can compete best in enhancing the quality of labour-power of students to further the efforts of neo-liberal globalisation? We, as teachers, labour for labour power production!  We are learning to labour for labour-power enhancement, not labour-power equalisation.

So how can we disturb this process?  How can we subvert, unsettle, resist, rupture and confound this process? Well, Rikowski argues that we can “work to enshrine alternative educational principles and practices that bring into question the constitution of society and hint at ways in which expenditure of labour-power does not take a value form.” We are constituted by labour and capital and this contradiction plays itself out within the deep recesses of our psychologies (as psycho-Marxism has shown us).

We are constituted by the concrete, qualitative, use-value aspect; and secondly by the quantitative, abstract value-aspect of labour and we are produced, necessarily as ’living contradictions’. We are, assuredly, propelled by the movement inherent in this living contradiction in the direction of transforming ourselves by changing society (by the coincidence of changing circumstances and self-change, as Marx would put this notion we call revolutionary praxis), and through this by struggling to build a social universe outside of capital’s value form. So we can begin this task when we acknowledge how we can’t have real equality through exchange-value, but only on the basis of the equalisation of labour-power, or the equality of valorization of labour-powers. And why?  Rikowski hits the socialist nail into the capitalist coffin when he says:

This is because the inequalities of labour-power quality generated within the capitalist labour process require re-equalisation to the socially average level in order to attain the equalisation of labour-power values that is the foundation of social justice in capitalism. As individual capitals are responsible for generating these inequalities, then they are responsible for re-engineering labour-power equality. Thus, capitalist enterprises are responsible for providing compensatory education and training in order to equalise labour-power values. As this process has indeterminate effects regarding surplus-value creation, which is the basis of capitalist profit, it is unlikely that, in practice, representatives of capital (employers) would pick up the tab.

Now here we can see why Rikowski notes that “social justice on the basis of capital exists only in the form of a mode of social life denied” precisely because  the struggle for labour-power is annulled by capital’s social drive to enhance labour-power. We need to focus not only on social relations within the classroom but to take into serious account the quality of social relations in all organisations seeking to transform capitalist society.  Here, all of us — whether we are teachers in classrooms, or workers in factories, or working in retail at the local boutique — are encouraged to become critical revolutionary educators. So, along with Rikowski, Paula Allman, Dave Hill, and Mike Cole, and others, I would like to see educators put into practice the critique of capitalist production and this should include, as Rikowski emphasises, the production of teacher work and its relationship to social domination in capitalist societies.  And, of course, needed are theorisations and strategies of how labour-power can be used by workers in the service of anti-capitalist activity.  As Rikowski notes:

Labor power is the supreme value-creating power on which capital depends for its existence, and it is incorporated within labourers, who have the potential to withhold this wonderful social force (through strikes or leaving the employment of a capital) or worse, to use labour-power for anti-capitalist activity and ultimately for non-capitalist forms of production. Together, these features make labour-power capital’sweakest link. Capital depends on it, yet has the capacity to be used by its owners against capital and to open up productive forms which capital no longer dominates. Marx and Marxist analysis uncovers this with a great force and clarity as compared with any other critical social theory.

So, insofar as we are able to, as Rikowski puts it, “critique the ways in which human labour constitutes capitalist society (how we become dominated by our own creations) and the constitution of capitalist society in terms of its basic structuring features” we are building the foundation for a truly critical pedagogy.  Here we can ask ourselves how we become constituted — I would even use the word “enfleshed” — by the following aspects of labour-power summarised by Rikowski, below:

  1. The value aspect of labour (power): the quantitative aspect
  2. The use-value aspect of labour (power): the qualitative aspect
  3. The exchange-value aspect of labour (power): the aspect that determines the equality of labours and labour-powers
  4. The subjective aspect of labour (power): the will determined aspect
  5. The collective aspect of labour (power): the cooperative aspect (involved in workers working together)
  6. The concrete aspect of labour (power): the particularities and peculiarities of labour and labour-power attributes involved in specific labour processes and in specific work roles

Secondly, and here I am following Rikowski’s typology of what a truly revolutionary critical pedagogy would look like, I would explore how inequalities are generated by capitalist society —racialised inequalities, patriarchal inequalities, inequalities based on differential treatments of various social groups.  The third moment in Rikowski’s architectonic is his recommendation that we critique all aspects of capitalist life. Rikowski summarizes this as follows:

  • It is based on the works of Marx and Marxism, first and foremost;
  • The starting point is the critique of the basic structuring phenomena and processes of capitalist society – which involves a critique of the constitution of capitalist society;
  • The second most significant level of critique is the host of social inequalities thrown up by the normal workings of capitalist society – and issues of social justice can be brought in here;
  • The third level of critique brings in the rest of capitalist social life – but relates to the first and second levels as frequently as possible;
  • Two keys fields of human activity in contemporary society stand in need of fierce critique: capitalist work and capitalist education and training (including the social production of labour power);
  • Labour-power – as capital’s ‘weakest link’ – deserves special attention as it has strategic and political significance.

I would add another feature to the schema Rikowski has provided.  For me, since the value form of labour (abstract labour) that has been transmogrified into the autonomous moment of dead labour, eating up everything that it is not, can be challenged by freely associated labour and concrete, human sensuousness we need to develop what I call a philosophy of revolutionary praxis. This involves envisioning a non-capitalist future that can be achieved by means of subjective self-movement through absolute negativity so that a new relation between theory and practice can connect us to the idea of freedom. As Peter Hudis argues, the abolition of private property does not necessarily lead to the abolition of capital so we need to push further, to examine the direct relation between the worker and production. Here, our sole emphasis should not be on the abolition of private property, which is the product of alienated labour; it must be on the abolition of alienated labour itself. As I have mentioned before, Marx gave us some clues on how to transcend alienation, ideas that he developed from Hegel’s concept of second or absolute negativity, or ‘the negation of the negation’. I’ve written about his, and it comes mainly from the work of the founder of Marxist humanism in the US, Raya Dunayevskaya. In addition to this, we need an approach to decolonising pedagogy, and its not just a question of the epistemicide — the epistemological violence visited upon pedagogies (including pedagogies of liberation) via Eurocentric teaching philosophies and practices — but a question of pedagogies driven by neo-liberalisation, involving themselves, both in tacit and manifest ways, in spreading market ideology. This is where I support President Hugo Chavez, and movements in Latin America that are anti-neo-liberalisation.

RK: Barack Obama’s election as US President has reintroduced the debates on race and whether class can be termed the primary category and fundamental basis of social structure. Obama in a recent interview said, “…everybody’s learned their lesson. And the answer is not heavy-handed regulations that crush the entrepreneurial spirit and risk-taking of American capitalism. That’s what’s made our economy great. But it is to restore a sense of balance”. Given such deep commitment to capitalism one cannot expect him to revert back on what neo-liberal assault has done, even though majority of African-Americans are poor and pauperised, and worst hit by recession. In such case, Obama would not have greater sympathies for his race. Private capital, which helped him amass the largest ever election fund, will remain his priority. How do you see this situation?

PM: Well, I am going to answer this using some comments I made in a recent article about the election that is in press here in the US. The recent presidential election was perhaps little more than a rehearsal for a return of the same, a pretext for the restatement of business as usual in a different voice, whose message is more about timbre and pitch than policy— a rewriting of the old (the Leibnizian “we live in the best of all possible worlds”) in the new subjunctive language not simply of hope and possibility (what if?) but of resounding and reverberating hope and possibility (‘what if’ meets ‘we shall’), delivered in the Horatio Alger-Joins-the-Orange-Revolution  aerosol discourse of “Yes We Can!”.   This is because the hope of which Obama speaks is impossible to achieve under capitalism. Even if Obama has the best intentions, the rules of the game prevent the kind of difference that will make a real difference. Everything that could conceivably bring about the kind of social transformation that will dramatically change for the better the fabric of everyday life in America is unmasked as an impossible contradiction if we place it in the context of the persistence of capitalism as the only alternative way to organise the globe for overcoming necessity. Of course, we won’t place it in such a totalising context (isn’t totalising one of the bete noires of the Marxists, according to post-structuralist pundits?), but will focus on the subjective nature of the trauma or on the cultural aspects of the global crisis in which we are living rather than analyse the structural of systemic roots of the crisis).

In this regard, the election could be likened to a media virus programming its own retransmission via a well-worn template that has no entrance for the critic and no exit for the cynic. And no substance whatsoever. Participant spectators trying to use their ballot for political change find themselves sucked right back into a social universe of diminishing expectations and endless spectacle that keeps them narcotically entrained in a strange loop of sound-byte aphorisms.  It’s forcing them to chase their tails inside what resembles a fetishized moebius strip, and absents any counterpoints or counter-narratives, devoid, in other words, of contextual or relational thinking. Or following the hands of an Escher drawing where the sketch dissolves into the artist then dissolves back into the sketch, ad infinitum; illusion and reality appear an endless dance with little chance of breaking out into a new moral, political or economic logic through some form of metacommunication or metapraxis — after all, who is there to listen except the already insane?

The unwitting victims, the popular majorities, have once again fallen prey to a contagion of manipulation, of an endless circularity of mutual determinations that spreads like a bacilli in a fetid swamp disguised as a golden pond that sports at its centre a shining marble fountain spurting audacious hope like a geyser of yellow ink. Obama’s fountain of national renewal.

The mainstream media coverage of the election created a vortex of political indeterminacy, of radical contingency — a multi-temporal, non-synchronous dynamic internal to the mechanisms of the election coverage as such — that encouraged anti-dialectical analyses of the issues facing the American public, causing its coverage to slip and slide, and remain unfastened to any coherent historical narrative of social change, making contextual thinking impossible and blurring the distinction between illusion and reality, between the cadaver and the autopsy that follows.  The historical and contextual rudderlessness of the media created a conceptual field in which real transformation cannot be conceptualised.  Such is the nature of the corporate media.

The election was a media spectacle that served as little more than an allegorical background for the battle for the soul of America. The media used our ballots to reproduce at the level of action the symbolic violence they export daily at the level of ideas. The goal is to get a neo-liberal of the right or the left elected — somebody who will not challenge the presuppositions of the transnational capitalist class. In the interests of subverting the Bush regime, voting Democrats became organs of the body politic, subverting their own interests in the belief that their votes would matter, that they had the power to explode the limits or the self-contained subjectivity of our media-educated expectations and conditioned political agency.

The conservative recipe for economic well-being – tax cuts and low inflation through monetary policy controls and unfettered and unregulated markets cannot succeed under global neo-liberal capitalism. The overall savings rate of Americans (it’s been dropping since 1997) failed to increase with tax cuts. Supply-side economics pivots on a small number of Americans controlling a significantly large amount of the nation’s total income – 1% of Americans that the GOP’s tax policies have favoured — and this policy has clearly failed the poor. Deficit spending did grow the economy by 20 per cent during Bush’s tenure but between 2002 and 2006, it was the wealthiest 10 per cent of households that saw more than 95 per cent of the gains in income. Deregulation simply became a criminal enterprise of making more and more profits.  But the real question is whether or not the system of capitalism itself is criminal. Without answering this fundamental question, we focus on the salaries, benefits and bonuses of the top executives that are getting taxpayer bailouts from Washington. We bristle at the executive largesse in terms of cash bonuses, stock options, and personal use of company jets (the average paid to each of the top executives of the 116 banks now receiving government financial aid was $2.6 million in salary bonuses and benefits) — the total amount would actually cover bailout costs for many of the banks (so far they have received 188 billion of our taxpayer dollars) that have accepted tax dollars to keep afloat. So, while we fume about Wells Fargo of San Francisco, which took $25 billion in taxpayer bailout money with one hand and gave its top executives up to $20,000 each to pay personal financial planners with another, we would do well to focus more on our complacency with respect to capitalism as the only system under which democracy can flourish (and that’s quite an assumption about the state of democracy in this country).

The richest 400 Americans own more than the bottom 150 million Americans combined; their combined net worth is $1.6 trillion.  During the Bush years, the nation’s 15,000 richest families doubled their annual income, from $15 million to $30 million and corporate profits shot up by 68 per cent while workers’ wages have been steadily shrinking (and the workers are not the ones who are being bailed out by the government). That scenario isn’t about to change radically with the election of Obama, who might possess Jeremiah’s aliveness to spiritual vision (don’t his hands look light lighted candles when he speaks) but is unwilling to unmask and name the powers that be because, well, for one thing, he is that power.

Predictably, the Republican spin machine, FOX News, is trying to stave off a New Deal type of depression-recovery program discussed by Obama by claiming that most historians agree that Roosevelt and the New Deal actually prolonged the Great Depression. Of course, this revisionist reading of history sounds even silly to freshmen college students, but if it gets repeated often enough, it will be received by FOX TV’s hapless listeners as if it were regurgitated from the bowels of the gospel.

We haven’t seen the worst of the economic crisis. And while we might not see a return to the orphan trains of the 1920s, where hundreds of thousands of homeless and orphaned ‘street urchins’ were taken to small towns and farms across the US as part of a mass relocation movement of destitute children and unloaded at various train stations for inspection by couples who might want to adopt sturdy children to help them work the farms, we can be sure that children will be suffering through the current recession along with their parents.

The media — the instruments of the cultural commonsense of the social — are structural features of capitalist society and thus part of society’s social practices and as such must be linked to larger historical developments linked to wider social forces and relations. Seen in this light, it becomes clear that the media supports those institutions that undercuts the collective needs, rights, and causes of workers and sullies any fertile ground in which social struggles might take root that can challenge capital on behalf of labour and the global working-class.  In other words, the corporate media normalise the social division of labour and the ruthless exploitative practices needed to keep this division in place. Different blocs of capital must expand in order for capitalism to survive, and this means extracting the most profit possible. This essentially determines what gets produced, how, and by whom. It accounts for why one in six children worldwide are child labourers, and why corn and sugar are now often produced in the so-called Third World not to feed the hungry but to provide biofuels for advanced capitalist countries. This is why education and healthcare systems in the US are in tatters.

As racism became the torch of hope for the electoral victory of the Republican Party, millions of Americans decided that the juggernaut of hate riding on a crest of bile was too much for the American public and a groundswell of support for Obama — largely made possible by the organising skills of the anti-war movement and the popular left — was just enough to change the tide of history. To what extent the left can keep the pressure on the Obama presidency to focus on the unemployed at least as much as on the beleaguered industries remains to be seen. And even if it managed to keep the pressure on, there is no guarantee their voices will be heard as Obama has shifted centre-right since his election victory and seems bent on getting US troops further bogged down in Afghanistan. Regular “America at War” features on media outlets are sure to be there as long as US capital seeks to impose its will on foreign markets and serve as the alpha male for the transnational capitalist class.

And what about race?  Since people of color still lag well behind whites in almost every major social, economic and political indicators, Eduardo Bonilla-Silva (2008) asks whether Obama will contest the new system of racial practices – what Bonilla-Silva calls “the new racism” — that is co-structured by a new racial ideology called “color-blind racism”.  In other words, is Obama a post-civil rights minority politician (i.e., an anti-minority minority Republican or post-racial Democrat) who is successful because he does not directly challenge the white power structure?  Bonilla-Silva argues that social movement politics and not electoral politics is the vehicle for achieving racial justice. And he notes that Obama’s policies on healthcare, immigration, jobs, racism, the war in Iraq and the Palestinian question are not radical, that he has made a strategic move towards racelessness and that he has adopted a post-racial persona and political stance. Obama doesn’t like to talk about racism (and when he does he likes to remind people he is half white) and unlike black leaders unpopular with whites (such as Jesse Jackson, Maxine Waters, and Al Sharpton) even suggests that America is beyond race. Bonilla-Silva writes that Obama works as a “Magic Negro” figure:

Obama also became, as black commentator David Ehrenstein has argued, the “Magic Negro” — a term from film studies that refers to black characters in movies whose main purpose is to help whites deal with their issues. In this case, voting for Obama allowed many whites feel like they were cleansing their racial soul, repenting for their racial sins, and getting admission into racial heaven!  Obama became whites’ exceptional black man — the model to follow if blacks want to achieve in Amerika!

 

For many non-whites, particularly for blacks, Obama became a symbol of their possibilities.  According to Bonilla-Silva (2008),

He was indeed, as Obama said of himself, their Joshua – the leader they hoped would take them to the Promised Land of milk and honey. They read in between the lines (probably more than was/is there) and thought Obama had a strong stance on race matters. For the old generation desperate to see change before they die (Jackson crying, John Lewis, etc.), and for many post-Reagan generation blacks (will.i.am from The Black Eyes Peas) and minorities who have seen very little racial progress during their life, Obama became the new Messiah following on the footsteps they did not such much as Martin and Malcolm.

But as Bonilla-Silva remarks, Obama’s policies on race matters were not that much different from Hillary’s, he was the darling of the Democratic Leadership Council, his economic and healthcare programmes are modest, he wants to expand the military by 90,000, intends to redeploy troops from Iraq to Afghanistan, is a big supporter of free-market capitalism and his policies on Cuba, Venezuela, North Korea and Palestine are no better than Hillary’s. But many Obama voters believed (and many continue to believe)  that “these are tactical positions Obama needed in order to get elected” and many of his positions are temporary, and Obama will suddenly turn left when he takes office. Obama’s really a “stealth candidate” – a revolutionary about to announce a far shift to the left that will have both liberals and conservatives quaking in their boots. The fear that Bonilla-Silva (2008) raises — that “the voices of those who contend that race fractures America profoundly may be silenced” in Obamerica — are real, and that Obamerica may bring us closer to the racial structure of many Latin American countries:

We may become like Brazil, Cuba, Mexico, Belize, or Puerto Rico — nation-states that claim to be comprised of “one people” but where various racial strata receive social goods in accordance to their proximity to “whiteness”.  And like in Latin American countries, Obama’s nationalist stance (“There’s not a black America and white America and Latino America and Asian America; there’s the United States of America”) will help close the space to even talk about race. Hence, in Orwellian fashion, we may proclaim “We are all Americans!, but in Obamerica, some will still be “more American than others.

And while clearly racial justice has been retreating to its lowest point since the Kerner Commission Report announced 40 years ago that “Our nation is moving toward two societies, one black, one white — separate and unequal” the election of Obama is unlikely to signal a permanent reversal of this trend.

Can Obama take on the military establishment?  The corporate structure? Sheldon Wolin notes that we live in an “inverted totalitarianism” in which the entertainment industry via spectacles and diversions is able to keep the citizenry politically passive, as long as there exists a reasonable standard of living. Even if there are more popular protests due to the economic crisis, the media will ignore them. In my view, we need more Battle of Seattle, in every city, simultaneously!

III

RK: In your work Capitalists and Conquerors, you argue that schools teach students skills that are required by capital and even their dreams are limited to the sphere of capital. The desire to transcend the rule of capital is suppressed through the mechanics of school. This also invokes the Althusserian idea of ideological state apparatuses. How does one counter this suppression?

PM: I have tried to give you the basics of this answer in my discussion of Glenn Rikowski’s path-breaking work on teaching for an anti-capitalist future. I have had trouble, myself, taking on the ideological apparatuses of the state, especially after a right-wing group in 2006 launched an attack on me and my fellow leftist professors at UCLA, placing me as the number one figure in their Dirty Thirty list, as the most dangerous professor at UCLA. Steve Best, Tony Nocella and I have just finished editing a book on academic repression.  In the introduction we discuss right-wing pundits such as David Horowitz, who has penned an Academic Bill of Rights. The introduction to the book describes the Academic Bill of Rights as “a thinly veiled Trojan horse that threatens the core values and very life of academia. Horowitz’s clever tactic is to use liberal/Left discourse to advance an extreme rightwing agenda that strips professors – or any professor not a totally brainwashed product of American society and its capitalist values – of their right to publish, teach, and act as citizens as they wish. What the Academic Bill of Rights attempts to do is to give the already advantaged and overprivileged more power than the surplus stock it already holds. “Intellectual diversity” and such phrases are merely code words for empowering rightwing ideologies. It’s call for “balance” is really a ploy for imbalance, for a pre-’60s sterile groupthink, conformist environment dominated by conservative thought without any diversity among faculty, programs, courses, and intellectual life (if there would be one at all). Unable to think outside of the corporate box and utilitarian model of education, they have no idea what real education is, a mission that includes encountering and engaging differing viewpoints; students would be denied this opportunity. It is healthy and vital for conservative students to hear radical perspectives, as it is for progressive students to hear conservative perspectives”.

The truth of the matter is the stranglehold of corporate power on the universities is choking the life out of whatever remains of the university’s role as a vehicle for the advancement of public life. Some of us are directly involved in fighting for academic freedom, and resisting the capitalist and imperialist values that the universities are coming to enshrine through curricula, business partnerships, and the like. Our battle in the schools of education, housed in universities, is through the advancement of critical pedagogy. Critical pedagogy is under ideological assault, both here and elsewhere, such as Australia. Bill Ayers, the distinguished leftist at the University of Illinois, Chicago, who was a member of the Weather Underground in the 1960s,  was demonised recently by the Republican Party during the  Presidential election, since Ayers and Obama knew each other as fellow community activists in Chicago. So, the demonization of Ayers has also spread to a demonization of so-called “critical” educators in general, some of whom who are tarred with the same brush as being anti-American and pro-terrorist.  These are tough times for the educational left. Very tough times.

RK: The resistance to this suppression becomes furthermore difficult when one finds, what you call “reproletarianisation” of teachers. Given this situation we encounter certain problems, as in the case of India. There are teachers who are employed till the age of “retirement” with different kinds of benefits and their unionisation is limited to demands for salary raise. On the other hand, there are teachers who are employed on contract with meagre salary (in many cases as low as $20) by government. In a sense while there is a ‘teaching aristocracy’ that does not consider itself as workers and on the other a pauperised teaching labour force, which is non-unionised. The role of the Left forces in these cases has been dismal. Where does resistance begin in such cases?

PM: Yes, the same is true here.  Teaching assistants in universities in many cases do the bulk of the teaching yet they get little compensation and protection. Many students want a few waivers so they can go to school while they teach and not pay tuition. Budgets are currently being slashed, and tuition fees are rising dramatically.  Historically, it has been a tough battle to get academic student-employee unions recognised. Universities, no longer protected from the market, as they once were through funding by the state, are relying more and more on corporate funding that invests in technology-based research, research that can make the corporations more effective and help to make them dominant in the neo-liberal capitalist economy.  Professors – especially those in the hard sciences – put as much, if not more, effort in getting research funding and doing research than teaching, and of course the class sizes are ever-increasing and there is a decrease in the number of full-time, tenured professors teaching classes and there is the necessity for more cheap intellectual part-time labour in the form of teaching assistants. So strong union movements are needed to protect teaching assistants, since they face a difficult task.  Clearly, the labour aristocracy needs to be challenged. There needs to be joint-efforts between tenured professors and teaching assistants, they have to form a united front and work together with the unions to take on the universities.  This type of united front is needed, and it should have a common purpose of saving the university from becoming just another sub-sector of the economy.  All of this revolves around developing an understanding of how social institutions need to reorganise themselves – in tandem with the reorganisation of society as a whole – to fight the capitalisation and commodification of subjectivity, to fight universities whose mission is to educate labour-power for capital, and such a valorization process can only lead to structured hierarchies of power and privilege that serve the few, and bring misery to the many.

RK: This crisis is augmented by the increasing significance of a non-political, anti-capital, anti-class gang of people (also called activists) who do not approach the problems under capitalism such as the issue of displacement of millions of Indians (caused by ‘developmental’ projects) as by-products of a system that needs to be overthrown to prevent such callous and insensitive treatment of the masses. The World Social Forums or the Narmada Bachao Andolan (movement against a big dam on river Narmada because it displaced millions) have been criticised on such lines. Where does one place the role of such an ‘opposition’?

PM: Well, clearly we need to insist on the priority of affiliation –political commitments based on the basis of moral and political judgement – rather than a politics of filiation, or ethnic belongingness. But this mandates that activists examine critically social relationships in their totality, that is, in the context of their relationship to the greatest totalising force history has ever known – capitalism.

The 1999 battle of Seattle summoned a collective “ya basta!” that saw the closure of a meeting of the World Trade Organisation (WTO) and since that time the WTO, World Bank and IMF have been forced to conduct their business behind police barricades. Initially, the WSF forum succeeded in creating an anti-hierarchical and non-vanguardist space for the grassroots left to give collective voice to a critique of global capitalism and its attendant abuses. But it soon became taken over by established political parties of a leftist bent, who promoted reformism and various forms of accommodation to capitalist accumulation and the law of value, and also gave way to the glamour politics of major celebrity speakers. The question that has been posed to the WSF by James Petras and others is: “To what extent does WSF dissent become a fashionable guerrilla apostasy and to what extent does its work actually threaten the interests of global capital? The fundraisers, after all, set the agenda.  And many of the sponsors of the WSF are hardly radical institutions. What is heartening is the recent declaration of the Assembly of Social Movements at the recent WSF in Belem, Brazil, 2009. Here the social movements – which are in solidarity with the efforts by feminist, environmentalist and socialist movements – maintain promisingly that the current global crisis  “is a direct consequence of the capitalist system and therefore cannot find a solution within the system”.   They write: “All the measures that have been taken so far to overcome the crisis merely aim at socialising losses so as to ensure the survival of a system based on privatising strategic economic sectors, public services, natural and energy resources and on the commoditisation of life and the exploitation of labour and of nature as well as on the transfer of resources from the Periphery to the Centre and from workers to the capitalist class.” An important consensus has been reached – that a radical alternative is necessary that would do away with the capitalist system.

  • Nationalising the banking sector without compensations and with full social monitoring;
  • Reducing working time without any wage cut;
  • Taking measures to ensure food and energy sovereignty;
  • Stopping wars, withdraw occupation troops and dismantle military foreign bases;
  • Acknowledging the peoples’ sovereignty and autonomy, ensuring their right to self-determination;
  • Guaranteeing rights to land, territory, work, education and health for all;
  • Democratise access to means of communication and knowledge.
  • Here, we can appreciate the fact that forms of ownership that favour the social interest are supported and advanced: small family freehold, public, cooperative, communal and collective property.

But all of this is a cautionary tale: The mass movements and trade unions can always be coopted by centre-left regimes or even centre-right regimes. As critical educators, we must work tirelessly to broaden our political project to include the support of social movements seriously challenging the distribution of public wealth and the destruction of local habitat and economies by multinational corporations. As Petras argues, social movements must work towards developing national cadre structures so that they have a chance to take state power – without state power little can be done to seriously challenge the power of the transnational capitalist class. Needed more than ever, Petras argues, are concrete organisations of struggle rooted among radical youth and among ‘employed’ as well as ‘informal workers’ in a broad effort at socialist revival and renewal that will ensure socialist organisations make stronger organic links with everyday anti-capitalist struggles. Direct intervention of conscious socialist-political formations deeply inserted in everyday struggles capable of linking economic conditions to political action is, according to Petras, the only way forward.  That is the point at which we must secure our opposition to the rule of capital.

RK: It is significant to talk of such categories of ’opposition’ because at a certain plane, their acts have furthered the idea of education as autonomous in itself. Hence, we find thousands of ‘alternative’ schooling systems, which rarely link the flaws and fallacies in education system to the rule of capital. The dialectics of labour and capital, or system and education machinery is missed out by such experiments and so is the simultaneity of reform and revolution. How do you see resistance to capitalism and its education system coming up?

PM: Yes, there is danger in presenting education as autonomous, as unconnected to the totality of capitalist social relations. Here in the US, we have charter schools, and alternative schools, but very few of them, to my knowledge, teach from an anti-capitalist perspective.  Such schools assume, ideologically, left liberal (i.e., reformist) positions but at the level of practice they amount to a left neo-liberalism, since by not challenging the law of value in capitalist societies, they implicate themselves in the widening economic gap between the rich and the poor.

RK: Lastly, you argue that schools should become “sites for production of both critical knowledge and socio-political action”. How do you see this happening given the complex relationship of schools, system (run by private capital), and pauperising mass of people? What direction should the analysis of educational ills take?

PM: Well, I believe that my previous answers have mainly addressed your final question, and I can only add the following point – whatever strategies we adopt in our analysis of education, they need to have a transnational reach. Which is why it is important that we have conversations such as this, since we are in the process of charting out a transnational anti-capitalist agenda on the part of educational workers, global citizens who fight both locally and globally for bringing about a socialist future? Now the first step is to become aware of the perpetual pedagogies at work that normalise the rule of capital – the corporate media, the new computer and communication technologies, and all of the ideological state apparatuses that serve to legitimise capitalist social relations. We need to become critically literate about how all of these media function through multiple literacies, and how the new technologies work in the process of self and social formation. Once we know how they work in the process of ideological production, we can develop ways to interrupt their efforts and counter them. Our classrooms, community organisations, alternative media, and social movements can become sites for the creation of a counter-public sphere in which we can strengthen and coordinate our efforts to build national and transnational cadres – but this requires that we work to exercise state power responsibly and protagonistically by transforming the institutional structures of society and working to change the state from the bottom up in participatory, democratic and revolutionary ways.

 

Peter McLaren is a Professor in the Division of Urban Schooling, the Graduate School of Education and Information Studies, University of California, Los Angeles.  He is the author and editor of 45 books and hundreds of scholarly articles. Professor McLaren’s writings have been translated into 20 languages.  Four of his books have won the Critic’s Choice Award of the American Educational Studies Association. One of his books, Life in Schools, was chosen in 2004 as one of the 12 most significant education books in existence worldwide by an international panel of experts instituted by The Moscow School of Social and Economic Sciences and by the Ministry of Education of the Russian Federation.  McLaren was the inaugural recipient of the Paulo Freire Social Justice Award presented by Chapman University, California. The charter for La Fundación McLaren de Pedagogía Critica was signed at the University of Tijuana in July, 2004. La Catedra Peter McLaren was inaugurated in Venezuela on September 15, 2006, as part of a joint effort between El Centro Internacional Miranda and La Universidad Bolivariana de Venezuela. Peter McLaren left his native Canada in 1985 to work in the United States where he continues to be active in the struggle for socialism. A Marxist humanist, he lectures widely in Latin America, North America, Asia, and Europe. His most recent book (co-authored with Nathalia Jaramillo) is Pedagogy and Praxis in the Age of Empire (Rotterdam and Taiwan, Sense Publications).  With Steve Best and Anthony Nocella, he has co-edited a forthcoming book, Academic Repression: Reflections from the Academic Industrial Complex (AK Press). In 2006, during the Bush administration, Professor McLaren made international headlines when he was targeted by a right-wing extremist organization in the United States and put at the top of the “Dirty Thirty” list of leftist professors at UCLA. The group offered to pay students a hundred dollars to secretly audiotape McLaren’s lectures and those of his fellow leftist professors.  Professor McLaren’s work has been the subject of two recent books: Teaching Peter McLaren: Paths of Dissent , edited by Marc Pruyn and Luis M. Huerta-Charles (New York: Peter Lang Publications) [translated into Spanish as De la pedagogía crítica a la pedagogía de la revolución: Ensayos para comprender a Peter Mclaren. , Mexico City, Siglo Veintiuno Editores] and Peter McLaren, Education, and the Struggle for Liberation , edited by Mustafa Eryaman (New Jersey: Hampton Press).

Sri Lanka: Genocide and Other Majoritarian Falsehoods

Pothik Ghosh

Majoritarian chauvinism is almost always seen as a natural, if not a fitting, response to fascistic tendencies within a minority community. Sri Lanka has been no exception. The manner in which the triumphal advance of the island-nation’s armed forces into the northern bastion of the Liberation Tigers of Tamil Eelam (LTTE) have been welcomed the world over, and particularly in India, indicates this has indeed become established wisdom. Buoyed by the current discourse on terrorism, the global opinion seems to have internalised the idea that violence cannot be immoral or unjust as long as it emanates from the state. And yet there could not be a crueler joke at this moment than to offer the imminent victory of the Sri Lanka Army (SLA) over the LTTE as hope of redemption to Tamils of the island-nation. Not only would such a victory weigh heavily against them by reinforcing the oppressive status quo and its configurations of majoritarianised socio-political power; it would completely obscure the origins of authoritarian and bonapartist tendencies among Tamils in the institutionalised Sinhala majoritarianism and the larger fascist conjuncture of Sri Lankan society.

New Delhi is probably being naïve when it continually expresses its concern for the civilian Tamil population of northern Sri Lanka even as it extends complete ‘moral’ support to the SLA’s operations against the Tigers’ apparatus of “terror”. The two simply do not sit together. Sri Lanka President Mahinda Rajapaksa’s assertion that the SLA has been extremely careful in preventing collateral damage while mounting and carrying out successful military assaults on the political-military bases of the LTTE is, in that context, entirely disingenuous. And the only claim that exceeds such cant is Colombo’s declaration that it would implement the country’s 13th constitutional amendment for devolution of more powers to the northern province, once the LTTE has been wiped out, to enable the majority Tamil population of that province to realise its aspiration for greater autonomy. For, it is precisely the repeated denial of such autonomy to the Tamils by the majoritarian Sinhala polity and state that jump-started the Tamil separatist insurgency and civil war in Sri Lanka. It is kind of hard to believe that the island Tamils, who failed to wrest such autonomy from the Sinhala state during the heyday of their politics, would be bestowed with such autonomy at a time when they have no real and effective political agency left.

If Colombo does, indeed, effect such devolution, it would be no more than a top-down political manoeuvre, which instrumentalises Tamil autonomy and renders it purely formal. In other words, such institutionalised autonomy would barely be a chimera of the political autonomy the Sri Lankan Tamil struggle, both in its federalist-constitutionalist phase and its more radical separatist-nationalist moment, had sought to accomplish. This struggle for autonomy, albeit articulated by the bourgeois logic of competitive national sovereignty, had potentially posed the question of transforming the unequal configurations of social power and entitlements and their institutionalisation in a Sinhala majoritarian state into a more cooperative, dialogic and egalitarian socio-economic formation and, therefore, a more democratic and participatory state formation. The autonomy the Rajapaksa regime would deliver to the northern Tamils – whose vigorous political struggle for self-determination has almost entirely been exterminated – after it militarily vanquishes the LTTE, would leave the institutionalised structures of majoritarian power, and the unequal social order it is constitutive of, intact. Such autonomy would, therefore, at best create a new strata of Tamil political elite, which would be accommodated by its Sinhala counterparts in a spirit of class collaboration within the existing structures of socio-economic privilege and socio-political power. Meanwhile, the condition of the pauperised Tamil working class – which is already quite handicapped by the disappearance of the vigorous Tamil nationalist struggle and the non-emergence of a real proletarian movement – would only get worse.

That, after all, is exactly what Colombo has achieved in the name of devolution in the other Tamil majority province in the east, which was once also a hotbed of LTTE activity. The Tamils who comprise the supposedly more autonomous provincial government are essentially renegade LTTE elite, including Colonel Karuna, who was Vellupillai Prabhakaran’s eastern satrap till he fell out with the Tiger supremo in what was no more than a power struggle between two sections of the LTTE elite. That this government has delivered neither democracy nor equity to the eastern province is amply indicated by reports of a new power struggle having taken root within the breakaway LTTE faction and its government with the resulting violence spilling over into its wider Tamil-dominated society.

It is nobody’s case, though, that the LTTE is a paragon of national-liberationist and revolutionary virtues. The organisation has become, for its Tamil constituency, a fount of institutionalised military oppression. It has, as a consequence, undermined the very concept of Tamil political autonomy it claims to be fighting for. The question, in such circumstances, is who will decimate and displace the LTTE and how will it be done? To assume, as many including even some liberal sympathisers of Sri Lankan Tamils have, that it does not matter at this juncture if this task of eliminating the authoritarian organisation is accomplished by the security forces of the majoritarian Sinhala state is not only politically misplaced, but ethically troublesome too. The modality of politics constitutive of the ongoing anti-LTTE operation of the SLA sees not only the competitive struggle posed by the LTTE-led Tamil political elite against the Sinhala elite as a threat to the latter’s superior position within the socio-political hierarchy in the region, it even sees whatever is left of the non-LTTE Tamil nationalist impulse rooted in the Tamil working class as a challenge to its position and the hegemony of competitive and stratified capitalist socialisation it embodies. The overrunning of Killinochi, the LTTE’s administrative capital, by the SLA and the current fight to the finish it is waging against Tiger guerrillas in the jungles of Mullaithivu are, therefore, part of a deliberate military-political strategy to destroy not only the LTTE but also, in the bargain, crush all genuine aspirations for Tamil autonomy and empowerment and the concomitant potential desire to shift the paradigm of socialisation from competition and domination to cooperative socio-economic association and socio-political dialogue.

To not recognise this modality of anti-LTTE Sinhala politics, even as the LTTE is castigated for its reactionary and authoritarian strain of Tamil nationalism renders ‘fascism’ into an abstract, one-dimensional moral category and fails to locate it within the larger conjunctural dynamic of capitalism and its institutionalised structures of power. The LTTE’s ossification into a parallel state indicates the transformation of a section of the leadership of the Tamil nationalist resistance into a bureaucratised political elite. This transition, which occurs in all movements for political autonomy, has in this case underscored the failure of a section of the Tamil resistance movement to articulate, not merely subjectively but also objectively, the dialectical interplay between the social and the political. All struggles for political autonomy, whether proletarian or national-liberationist, aim to capture state power. Such seizure of state power is, however, not an end in itself. It is the first step towards reconfiguring institutionalised political power in a fashion that renders the state formation more participatory so that the qualitative and quantitative distribution and circulation of resources, which are constitutive of the differential of socio-political power, are also radically altered to yield a more egalitarian and less exploitative socio-economic order. An anti-LTTE critique and political struggle, which ought to have emerged from within the wider Sri Lankan Tamil society, would have sought to redress the failure of the Tamil nationalist movement on that count. The struggle, which would have sought to displace the LTTE, would not have implied a criticism of the Tigers’ will to capture state power as it would have attempted to do pretty much the same. Rather, it ought to have spelt rejection of the LTTE on behalf of the dispossessed and disenfranchised majority of the Sri Lankan Tamils for its unwillingness to reconfigure hierarchised structures of social power into a maximally democratic, cooperative and dialogic socio-political domain. This struggle, needless to say, would have had to be against the LTTE and the new Tamil political elite it embodies without giving up the larger Tamil resistance against Sinhala chauvinism.

In fact, the continuous forging of alliances among various Tamil nationalist outfits, their frequent disintegration into mutually warring factions, and splits within organisations – ever since the days of the formation of the Tamil United Front in 1972, the Tamil United Liberation Front in 1976 and right up until the mid-’80s – was precisely the churn that resulted from such struggles within the movement among the champions of a Tamil elite constantly in the making and the proponents of Tamil underclasses. That this churn eventually came to an end with the LTTE managing to successfully eradicate all opposition to its Thermidorian ascendancy within the Tamil national movement in Sri Lanka is largely responsible for the current predicament of the Sri Lankan Tamils where they are condemned to choose between two forms of ethno-nationalist authoritarianism.

That the Tamil movement for political autonomy has been a nationalist movement makes this predicament doubly difficult to beat, especially for the Tamil working class. Isaac Deutscher had, in an interview on the Palestinian-Israeli conflict to the New Left Review in 1967, said: “…even in the revolutionary phase each nationalism has its streak of irrationality, an inclination to exclusiveness, national egoism and racism.” He could well have been speaking about Tamil nationalism.

There is absolutely no doubt that both the initial federalist movement for Tamil autonomy, under the leadership of S J V Chelvanayagam’s Tamil Federal Party, and the violent Tamil nationalist separatism into which it was subsequently transformed, through two decades of the recalcitrant rise and spread of Sinhala-Buddhist chauvinism, were largely centred on a revanchist conception of the indigenous Tamil community’s royalist and feudal past in the northern and eastern parts of the island. And yet it would be equally difficult to deny that the emergence of such politics was entirely on account of the Tamils’ political disenfranchisement, socio-economic dispossession and cultural marginalisation – various moments of a singular political-economic manoeuvre – effected by an extremely repressive and supremacist Sinhala polity. Merely because native Tamil elites of Sri Lanka’s north and east experienced the institutionalised socio-economic marginalisation and political disempowerment of their community as an erosion of their traditional privileges, and have articulated it thus, does not mean that the Sinhala ruling classes have not systematically repressed and pauperised them. Legislation such as the Official Language Act, 1956, which proclaimed Sinhalese as the sole official language, the enactment of a Sinhala-supremacist Constitution in 1972 that made Buddhism into a de-facto state religion, not to speak of various legal and extra-legal measures (riots and pogroms) to socio-economically hold down the Tamils, are examples of how Sinhala majoritarianism has been the local ideological manifestation of the capitalist political economy of economic exploitation, social oppression and political domination. In such circumstances, Sri Lankan Tamil nationalism, which is objectively located in a social group that aspires to liberate itself from socio-political domination and economic marginalisation, cannot be rejected just because its ideological provenance and political tenor have been revanchist and elitist respectively. To quote Deutscher again: “The nationalism of the people in semi-colonial or colonial countries, fighting for their independence must not be put on the same moral-political level as the nationalism of conquerors and oppressors. The former has its historic justification and progressive aspect which the latter has not.”

True, the failure of Sri Lanka’s native Tamils to take up the cause of the Indian origin Tamil plantation workers of the central highlands, when they were repatriated to India in 1964 after the major anti-Tamil pogrom of 1958 in the Sinhala-dominated areas, was precisely on account of this elitist and revivalist orientation of the Tamil autonomy movement. And yet that would only be a partial telling of the story. Most of the blame for the brutal marginalisation, and repatriation (read expulsion) of this indentured community of Tamil workers should be laid on the doors of the Communist Party of Ceylon and the Ceylon Workers’ Party: working class organisations that had been the principal political agency of those central highland Tamils till they gradually began allowing their politics, together with that of other Sinhala liberals, to be by and large subsumed by the right-wing nationalism of the Sinhala elite. That, needless to say, virtually extinguished the fundamentally secular and social transformative politics of the Tamil indentured labourer community. A politics that could have emerged as a more progressive and ecumenical alternative to both the LTTE’s brand of authoritarian nationalism and the majoritarian chauvinism of the Sinhala ruling classes.

Besides, it would be grossly inaccurate to trace the genealogy of LTTE’s autocratic vision of Tamil nationalism to the elitist ideological moorings of the original movement for Tamil autonomy. The emergence of revolutionary guerrilla groups through the mid-’70s to the early ’80s, which either avowed a left-wing nationalist or a Maoist position, shows that nationalism of Sri Lankan Tamils had progressed beyond its elitist beginnings in the quest for federal autonomy towards a politics that sought to envisage national self-determination in terms of a larger project of militant social transformation. That groups such as the Tamil Eelam Liberation Organisation, Eelam Revolutionary Organisation of Students, People’s Liberation Organisation of Tamil Eelam and Eelam People’s Revolutionary Liberation Front were eventually wiped out by the LTTE, which had in the meantime degenerated into a bureaucratised and institutionalised cabal of a new Tamil political elite, was as much on account of the tactical, political-military failure of those revolutionary nationalist groups vis-à-vis the LTTE, as the effective support the LTTE elite received from the Indian ruling classes (state) in their collaborative competition against the Sinhala ruling elite on one hand, and the revolutionary nationalist Tamil impulse on the other. All that, however, changed with the arrival of the Indian Peacekeeping Force (IPKF) in Sri Lanka in 1987. The war the IPKF waged against the LTTE signaled a shift in the axis of competitive struggle among various configurations of the regional elite within the larger stratified capitalist hegemony in the region. Clearly, the Indian state was now collaborating with the Sinhala elite in a bid to not only prevent the LTTE’s new political elite from emerging as a force to reckon with within the stratified capitalist order of the region, but to also exterminate all revolutionary Tamil nationalist impulses that could pose a challenge to the hegemony that underpinned this order. The support the current Indian government has been extending to the Sri Lankan Army’s relentless advance into Tiger country, even as it joins Colombo to pay lip-service to the well-being of Tamil civilians “trapped by the LTTE fighters” in the jungles of Mullaithivu, is of a piece with this decades-old Indian imperialistic enterprise of preserving the existing structure of socio-political stratification in the region and the capitalist hegemony that engenders it. It is probably not naïveté after all.

Right to Education Bill: Ruling Class Triumphs as Opposition Gets Coopted

Ravi Kumar

One of the differences between classical liberalism and neoliberalism is that while the former called for reducing the role of the state to a minimum and replace it by private capital the latter seeks to expand the role of private capital through the state, making it authoritarian and a dedicated facilitator of its interests. The recent developments in the sphere of education need to be seen from this perspective. The efforts to confer on the state the aforementioned role seems to be nearing completion as the Constitution is being rephrased to facilitate the interests of private capital. The current Bill tabled in Parliament is the most appropriate proof of that and the Left political formations are yet to raise any objection to the way its passage is being secretly designed.

The Right of Children to Free and Compulsory Education Bill, 2008 was tabled in Rajya Sabha in the month of December 2008. It has been a long pending Bill, not because numerous objections were put to it but because it never figured as a priority for the Indian state. And as the contents of the bill reveal, it is still not very committed on providing quality education to every child. That, needless to say, compounds the sorry state of affairs here because India, unlike many other countries in the world, had failed to establish a school education system that made education accessible to every child before the onslaught of neoliberalisation. That those other countries had succeeded on that count was mainly on account of the necessity of capital – it needed the educated labour force. It also, of course, emerged out of movements in those nations. Indian state neither felt that need nor did the movements make such a demand. Consequently, the education system came to be seen as an autonomous agency of change, a unit divorced from class struggle.

The current Bill tells us not only about the intentions of the state, it also reveals the politics of the so-called progressive and secular actors whose methodology of looking at world as a canvas made up of fragmented and non-connected particulars has further allowed capital to entrench itself. There is a discourse built in the favour of the Bill by its disguised authors who have been sitting on the front benches of a politically amorphous identity called ‘civil society groups’ or ‘citizens working for the welfare of people’. And with the expanding intellectual base of such groups and popularisation of ideas of equality and justice as outside and disconnected to the character of capitalism and the facilitator state, the borderlines at such moments between the politics of the Left and those of such agents of capital tend to get blurred, marring the possibility of an organised resistance.

That the Bill has elicited no reaction from the Left parties and trade unions is because of this neo-liberalised character of the current conjuncture. There is no national concern for the mechanisms built into the Bill to pauperise the teaching labour force. It provides sufficient ground, through its Section 23, to appoint teachers who would continue to follow the parameters of what has become known as para-teachers. While great duties are expected out of the teachers there is no provision which would define their wages or working conditions. And may be the notion of teachers as non-workers, and as ‘messengers of god’ (‘…balihari guru apne govind diye milaye’) obliterates any possibility of their consideration as workers howsoever much they are integrated into the market and prone to the vagaries of capital.

For the opponents of the neoliberal assault in education, the Bill would make certain things constitutional – involving teachers in non-teaching work, insufficient school infrastructure as the norm, putting onus of educating children on parents, ambiguous notion of justice vis-à-vis providing representation to ‘marginalised’ sections, complete neglect of issues of curriculum, pedagogy, education for disabled children and making provision of financing education vague. But what emerges from this opposition is also the need to address these issues in the dialectics of labour-capital struggle, which is missing and which can be taken up only by those who would first agree that these are inherent problems of capitalism, and it therefore needs to be understood in a context.

While the Bill ignores the most fundamental aspects of education such as pedagogy, teacher’s education and working condition of teachers, it makes the intent of the Indian state amply clear. All flaws which were critiqued as schemes (for example Sarva Shikhsa Abhiyan) will now be part of Indian Constitution. The institutionalisation of inequity will be complete and constitutional. The hopes that the champions of equality and justice were pinning on radical changes within capitalism will be shattered in the most obnoxious fashion – passing a Bill which has lies written in it (for example, when it comes to financial provisions for providing education) and which is tabled but no public representation is invited on it as is the general practice. Hence, what the human resource and development minister writes in the ‘Statement of Objects and Reasons’ of the Bill regarding the beliefs and values of “equality, social justice and democracy and the creation of a just and humane society” on which the Bill is supposedly “anchored” becomes nothing more than lip-service to the rhetoric of welfarist remnants.

Given that there are problems with the way developments in education are seen and analysed in India – in complete disjunction from the struggle of the working class and other struggles against capitalist disfigurations of human existence – there is a need to resist the Bill tabled in Parliament. While one may ask whether it is really possible to tackle the issue of majoritarianism or right-wing assertions through including it in the Bill, there are still possibilities to modify the Bill in the direction of providing a better alternative to what is being promised by the Indian State. For instance, the curriculum and pedagogy detailing can be framed in such a way that there is space for critical engagement with diverse issues of inequity or communalisation. Similarly, the role and working condition of teachers as well as their education is another major area of intervention. The mechanisms suggested for bringing about justice and equality in school also needs drastic modification. Changes can be suggested at all these and more levels. These suggestions in either form – whether accepted or rejected – will highlight the contradictions of the system vis-à-vis its rhetoric of justice and equality. And these contradictions will open up new avenues of resistance in the area.

Though there are problems intrinsic to even the anti-neoliberal critique, the resistance to the Bill as of now is minimal and negligible. The reasons are amply clear – there is no organised force in the country (not even the Left teachers unions!!) which is opposed to the Bill. While silence from the NGO-brand egalitarians is well understood (as they are designed to stand by capital in the ultimate run) those sections that consider themselves opponents of capital’s offensive have also withdrawn. The problem emerges from the fact that there is hardly any questioning of the logic of stratification and the process of production that shapes it. Rather, the fight is for inclusion in the existing system of stratification. The withdrawal emerges from their understanding of education as divorced from class struggle and political economy of capitalism. We can only hope that some day the anti-systemic forces of the country would emerge from their myopic understanding of how to look at developments in the education sector, relating it to the struggle of the working class. Until then, the ruling class would continue to score its victories through Amendments and Acts in Constitutions passed with their support.

In Defence of Hamas – Response/Counter-response

The Original Article by Pothik Ghosh

Is there really a Palestinian bourgeois class, which shares socio-political interests with its Israeli counterpart? For the very same reason that explains the absence of a working class movement in Palestine, there is no capitalist solidarity in that region as well. There have been working class leaders who have failed their class without being bourgeois themselves.

There is greater out-migration from Israel than there is immigration into the country. There is no material pressure to expand territory. After all, Israel did vacate Gaza. You are willing to compromise with Hamas’s Islamicism. Why can’t the Hamas accept Israel in the same spirit? – TK Arun

Dear TK,

I will attempt to address only the fundamental theoretical questions you have raised in your response to my piece on Palestine here. I’ll leave out some of the more empirical details that you have brought up.

To begin at the beginning, capitalist solidarity does not necessarily preclude struggle within capitalism among various sections of the bourgeoisie. In fact, the hegemonic social logic of capital, which would be constitutive of such solidarity, is of competitive socialisation. Capitalist solidarity is, therefore, not without stratification, and domination of one or more sections of the bourgeoisie by others. Capitalist solidarity can never, precisely because of this constitutive logic, be truly envisaged as absolutely horizontal. To that extent, there is no equality, even within the bourgeoisie, in capitalism. And to my mind solidarity among various sections of capitalists cannot, unlike socialist solidarity, be conceptualised (repeat conceptualised) as an absolute state. It exists, provisionally if you like, only in relation to their domination of the working class. I have, if you go back to my piece, said that the PLO-PA – and the Palestinian social groups embodied by them – also pose a Palestinian identity of struggle against Israel. But the decline in the radical tenor of resistance as posited through this ‘secular’ identity, seen in conjunction with its rejection by the Gazan underclass and the ascendancy of Hamas and its Islamism as the principal idiom of Palestinian resistance, indicates that there is a Palestinian bourgeoisie. This bourgeoisie, even as it poses a struggle (competitive) against the Israeli state, and the Jewish bourgeoisie it embodies, for a better position within the larger regional capitalist hegemony, also seeks to protect and preserve its own interests against the assault of the Palestinian underclass. The PLO-PA’s collaboration, ever since Oslo, with the Israeli state to marginalise and even crush Hamas on one hand, and continuing to pose a Palestinian identity of struggle against Israel, on the other, is symptomatic of this strange capitalist paradox called competitive solidarity of the bourgeoisie. You will surely agree, and I have adduced examples to that effect in my article, that the Palestinian question posed by PLO-PA, post Oslo, is an apology of resistance in that it has been perfectly amenable to and even a participant in Israel’s insidious undermining of the Oslo Accords. Or, how else does one explain the failure of the Mahmoud Abbas-led group’s failure to forge a solid solidarity between West Bank and Gaza and conduct resistance against Israel with the same doggedness that Al Fatah, the Yasser Arafat-led main faction of the PLO, did in its heyday. That is something that Hamas has been doing. If anything, Abbas has used the PA security forces, and wonder of wonders Fatah fighters, to quell anti-Israeli dissent within Palestinian society not only in Gaza but also sometimes in West Bank.

If you argue that Hamas too is posing the question of self-determination in the idiom of competition I would certainly not disagree. Given that it’s not a self-conscious proletarian subjectivity, it sure is not self-reflexively aware that the question of political autonomy it’s raising cannot really be resolved unless it’s informed by a politics that shifts the horizon of socialisation from competition (capitalist) to non-alienated association and dialogue (trans- or counter-capitalist). Yet, at this moment this competitive posing of the ‘Islamised’ national Palestinian identity of Hamas – given that it is located in that section of Palestinian society (underclass) that is disenfranchised, dispossessed and dominated by a constellation of various institutionalized and alienated configurations of socio-political power formed by the PLO-PA and the Zionist state together as also separately – objectively poses the decimation of the competitive social logic of capitalism and its hegemony in the region. A hegemony that is, at this moment, precisely, the root cause of this dispossession and domination of a section of Palestinians. By the same token, the PLO-PA’s competitive ‘struggle’ against Israel, considering that it simultaneously seeks to collaborate with it, is an attempt to keep certain sections of Palestinian society at bay and, therefore, seeks to preserves and perpetuate the hegemony of capitalism and its competitive social logic and ideology.

I would, of course, join you in ruing the fact that working class forces have grasped this objective conjunctural situation neither in their theoretical analyses nor political practice. For, only that would break and displace the conjuncture towards a more ideologically proletarianised situation. And yet, that will not be any reason for me to simply reject a political subjectivity, which foregrounds this objective autonomy-association question sharply, merely because it’s not self-conscious of what its subjectivity actually amounts to in the objective realm. Of course, Hamas, or any such agency, will have to be critiqued for its deficit on those terms of self-consciousness. But that to my mind is not accomplished by painting it with the same moral-secular brush of Islamism that is used to taint forces like Al Qaeda or Lashkar-e-Toiba.

Coming back to a problem that has often cropped up in most of our discussions and debates, class for me is, in its essence, not a social identity or group. Though it can appear in that form sometimes. (Hegel’s “the essence must appear” or Marx’s “Class qua class”.) Class, for me, is a logic of relation. When competition happens, as is capitalism’s wont, in its moments of circulation (social) and distribution/regulation (political), we have to see in totality, by retroactive location in the moment of production (economic), what is the point from which absolute extraction of value occurs. The social group or identity that occupies that point at that moment is the form that the working class takes at that moment. In other words, politico-cultural identities have to be located within this matrix of social relations to figure out which class position they hold in themselves. And that would be irrespective of whether or not they display a subjective consciousness of their objective class location (or position) in positing their respective identities.

Your analysis seems to be informed by an economistic view of Marxism and class politics, which conflates the working class with workers and the bourgeoisie with a specific section among them: the industrial capitalists. But in my analysis West Asia, particularly Israel-Palestine, does not need to have heavy-duty industrialisation and thus industrial capitalists and industrial workers, for us to find either the working class or the bourgeoisie in that region. Capital, if I may repeat myself, is a certain configuration of social power.

Therefore, your assertion that there is no working class movement in the region is right. But not for the reasons you seem to imply. This absence is because, as I state above, the left forces in the region, which had some significant presence there once, have not been able to grasp, either in theory or in political practice, the conjuncture of Hamas’s emergence and critically engage with that conjuncture and thereby the Palestinian movement that has engendered a force like Hamas. If that sounds a tad voluntaristic and utopian, let me complete the dialectic, which will dissolve this subjective voluntarism into its objectivity, by saying the same thing from a different angle: only if Hamas succeeds in enabling a truly nationally (repeat nationally) self-determined Palestinian state would the Palestinian society have taken yet another step towards founding such a working class movement. The institutionalisation of Hamas, which the founding of such a nation-state would entail, would lead to the emergence of a new elite and bureaucracy from the currently struggling sections of Palestinian society, its concomitant alienation from the masses and the complete instrumentalisation of its Islamism, something that is at times visible now as fascism at the Palestinian community level.

All that would further deepen the objective conditions for the emergence of a significant working class politics in Palestine. Of course, subjective intervention to seize this objective moment would still be required. And we, who do politics in the shadow of the Islamic Revolution in Iran and the elimination of the Tudeh Party by Khomeini’s band of Islamists, know all too well the heavy price to be paid for not seizing the objective moment through subjective ideological intervention. After all, only that can rupture the conjuncture. Similarly in Palestine. Hamas’s success and institutionalisation, going by the current configuration of political forces, could well lead to the emergence of more radical outfits such as the Islamic Jihad as the principal agency of Palestinian resistance. But Hamas’s marginalisation through military force, precisely what Israel has been trying to accomplish, would surely compel large sections of the beleaguered Palestinian underclass to vest their despair in the pernicious chimera of a hope that the pan-Islamism of Al Qaeda offers. Such perils in political struggles cannot, clearly, be pre-empted. They have to be faced even at the risk of making grave mistakes. For, if people eschew struggles for fear of the perils such struggles are likely to produce there would be no hope of them emancipating themselves. We would do well to recall Mao, who in his peculiarly Chinese Jacobin style used to say, “A revolution is not a dinner party.”

By the way, an aside: revolutionary forces in Palestine might be down but they are not out. Fighters of George Habbash’s Popular Front have reportedly been fighting the Israeli incursion shoulder to shoulder with the guerrillas of Hamas and Islamic Jihad. The opportunity for a socialist revolutionary subjective intervention has not exactly been lost in Palestine.

Pothik Ghosh

Silent Questions from the Wife of a Worker Who Reads: A Response to Brecht

Questions From a Worker Who Reads

Bertolt Brecht

Who built Thebes of the seven gates?
In the books you will find the names of kings.
Did the kings haul up the lumps of rock?
And Babylon, many times demolished
Who raised it up so many times? In what houses
Of gold-glittering Lima did the builders live?
Where, the evening that the Wall of China was finished
Did the masons go? Great Rome
Is full of triumphal arches. Who erected them? Over whom
Did the Caesars triumph? Had Byzantium, much praised in song
Only palaces for its inhabitants? Even in fabled Atlantis
The night the ocean engulfed it
The drowning still bawled for their slaves.

The young Alexander conquered India.
Was he alone?
Caesar beat the Gauls.
Did he not have even a cook with him?

Philip of Spain wept when his armada
Went down. Was he the only one to weep?
Frederick the Second won the Seven Year’s War. Who
Else won it?

Every page a victory.
Who cooked the feast for the victors?
Every ten years a great man?
Who paid the bill?

So many reports.
So many questions.

(“Fragen eines lesenden Arbeiters” – translated by M. Hamburger in Bertolt Brecht, Poems 1913-1956, Methuen, N.Y., London, 1976)

Silent Questions from the Wife of a Worker Who Reads

Manali Chakrabarti

So you say, it is you not the kings, who built the Thebes of the Seven Gates.
Your forefathers hauled lumps of rocks when Babylon was Resurrected all those Several time – after each demolition.

You ask about the Houses where the Builders of gold glittering Lima lived,
I ask silently who kept the houses, the children, the future builders.

You ask, where did the masons go when the Great Wall of China was finished,
History did not record it.
But what about the patient unheard voices who made the shacks and hovels Homes,
Who waited with hot gruel for the masons?
Who do not even have the Great Stone Wall of China as a Silent testimony,
Should a Future day Historian choose to enquire.

Alexander conquered India, Caesar beat the Gaul,
Philip of Spain laughed and cried with the fortunes of the Spanish Armada,
Yes they had soldiers to fight their wars.
And cooks too, and a thousand others to assist them in their noble endeavours.
Their triumphs and their losses in the battlefields and the seas were not theirs alone.
There were the ‘not so great men’ behind these ‘Great Men’
Should you dig O! Present day historian you may still find them

But wasn’t there anything else happening then, when the men, Great and Small,
Were making History?
Wasn’t there an ordinary child being born and nurtured anywhere?
And houses kept, vegetables grown, clothes made and rice dehusked.
Who made the ends meet in times of war and scarcity?
The Men were away.
Who sang lullabies while the roaring canons decided the victors?

I listen to you, while you question the past with your new found knowledge.
You roar, you thunder, I sew silently a pattern on the pillowcase.
Would my story visit you in your dreams – mine that I share with my foremothers?
Would my child be able to decipher the words hidden in this pattern,
As you do now for those in the history books?

I did not cook for the victors; I did never cook for the past,
I always cooked for the future – where every morsel was important.
It was no feast – lavish fare strewn around and men doused in drinks,
I never cooked to commemorate great events,
I cooked the humble daily gruel soaked in parsimony and care,
This was to write a different history,
A history  for the future.

Behind your vocal questions to history and all its records and reports
Is the Great Wall of my Silent questions.
Who has the Answers?
I wonder.
Maybe I do.

Manali Chakrabarti is an economic historian, presently affiliated with the Institute of Development Studies, Kolkata.

In Defence of Hamas

Pothik Ghosh

A spectre is haunting Palestine, it is the spectre of Al Qaeda. How else can we explain the near complete abandonment of the Palestinian cause by the international liberal community for which Palestine and its struggle for national self-determination were, till the other day, a never-ending love affair? The erstwhile drivers of the pro-Palestine global liberal consensus blame – allusively if not explicitly – its erosion on the emergence of the radical Islamist Hamas as the principal political agency of their resistance. That, in their reckoning, is completely indefensible at a time when the terroristic depredations of Al Qaeda’s pan-Islamism have sought to put the very existence of secular modernity in jeopardy all across the world. Clearly, this liberal perception, permeated as it is by the current international climate of anti-Islamist (even anti-Islamic) opinion, finds nothing wrong in projecting Hamas as a local manifestation of Al Qaeda’s reign of internationalist terror and obscurantism.

That has, in the context of the current Israeli attack on the Gaza Strip, meant responses ranging from a spirited advocacy of “Israel’s right to defend itself” (the US and the UK governments) and equal condemnation of violence on both sides (various European regimes) to ineffective ritualistic criticism of the Israeli invasion by such die-hard allies of the Palestinian struggle as New Delhi, which has of late found a rather amenable seller of defence hardware in Tel Aviv. And if there can be an abomination greater than the relentlessly brutal assault being unleashed by the Israeli ground, air and naval forces on Gaza Strip, it is constituted by such absurdly heartless, even cynical, reactions. They indicate a wholly unwarranted ideological victory for the Zionist project of occupation and territorial annexation. That the core ideology of Hamas, elected to head the government of Gaza by its inhabitants three years ago, is Islamist has made it easier for the Israeli propaganda machine to render its vile acts of occupation – such as the 30-month-long blockade of Gaza – internationally legitimate. It has helped Tel Aviv suggest to its old and new allies, if such suggestion were necessary, that Hamas’s Islamist anti-Israeli position is merely a variant of the virus of pan-Islamist violence that is periodically purveyed by Al Qaeda within their geo-political boundaries.

The ideological victory of the Zionist enterprise has, however, more to do with the current global conjuncture than the effectiveness of the Israeli propaganda machine. The eagerness of most ‘democratic’ nation-states and sizeable sections of their liberal societies to read in the ascendancy of an Islamist Hamas the degeneration of the Palestinian people and their struggle for self-determination stems from this conjuncture, which is characterised by a complete instrumentalisation and institutionalisation of the ideas of liberal-democracy and secularism into an anti-democratic centre of capitalist class power and social domination. What is forgotten, as a consequence, is the true historical origin of the ideology of secularism in the various popular democratic struggles in the western world against institutionalised religion.

It is this subjugation, or shall we say blinding, of secular reason by power that has compelled the liberals of the world to not only equate Hamas’s Islamist ideology with that of Al Qaeda’s but has also led them to believe that the decision of the majority of Palestinians, particularly those in Gaza, to jettison the secular-nationalist Palestine Liberation Organisation (PLO) for Hamas is a case of wilful fundamentalist aberration. Had the rational capacities of the liberals not been so contaminated by status quoist considerations of power and social privilege, they would have realised that no people – certainly not those who are waging a war of resistance like the Palestinians – choose their political agency, and the ideological idiom and identity that come with it, at their own pleasure and free will. The failure of the global liberal community to ask, let alone figure out, why the Palestinians chose to dump their traditional secular leadership of the PLO, particularly its Al Fatah faction, for an Islamist Hamas has clearly been due to their ideological inability, if not reluctance, to see the political in terms of the social and vice-versa. In other words, the question of political autonomy, which is what all identitarian struggles for self-determination essentially are, poses the question of cooperative and dialogic social association either directly or implicitly.

What is, however, even more unfortunate is the failure of the global Left forces, in all their national varieties, to insist that their persistent backing for a national self-determination movement like Palestine is precisely because it has served to continuously foreground the aforementioned impulse of social transformation. Instead, their pretext for supporting the Palestinian struggle merely because it is a struggle for national self-determination has, ironically enough, put them on the same page as the liberals who now find Palestine a troubling and embarrassing issue. Such support has, precisely because it has reified the idea of political autonomy and national self-determination, been rendered ineffective. Worse, it has put paid to all hope of engaging the liberal community on its ideologically blinkered, if not politically motivated, perception of Hamas’s Islamist politics.

Autonomy, after all, is nothing but a means of seeking true representation of the self by struggling against its false representation by a regime of class domination, which is the logical consequence of a capitalist social order based on the ethic of competition, alienation and difference. Clearly then, autonomy cannot be won unless the order of competitive socialisation is transformed into one of cooperative social association.

In that context, the subjectivities of various movements of political (national, sub-national, caste, race, gender, religious) autonomy, insofar as they pose the question of autonomy and real representation of the concerned socio-political identities without dialectically unfolding the social transformative aspect immanent in them, continue to be articulated by the bourgeois logic of competitive socialisation. It is, therefore, hardly surprising that political autonomy and self-determination are, as far as such subjectivities are concerned, mostly articulated in terms of sovereignty – a bourgeois notion of competitive socio-politics which philosopher Georges Bataille explained as the complete invasion of the other by the self. Yet, it would be difficult to deny that such subjectivities at their moment of resistance – against their experience of social domination and false representation – unconsciously posit the objective struggle for decimation of the bourgeois order of competitive socialisation, and its transformation into a domain of free association.

The reason why the PLO’s leadership no longer finds too many takers among Palestinians, especially the preponderantly poor population of Gaza, is not only because it has ceased to posit such free associative and dialogic mode of socialisation but also because it has been actively blocking and undermining it. To see the rise of Hamas as an outcome of the corruption and venality of the PLO – manifest most acutely in the latter’s post-Oslo Palestinian Authority (PA) – is to merely put the problem in a moral frame. In real political terms, this venality of the PLO is no more than a manifestation of the emergence of a privileged class within the larger Palestinian society. Members of traditional propertied classes among Palestinians together with the new intellectual-political elite, chiefly of PLO and Al Fatah vintage, comprise this new class. This social phenomenon has, at the political level, found expression in the institutionalisation of the PLO and its version of the Palestinian movement. It is no coincidence that West Bank, which is home to Palestinians who have much better access to socio-economic entitlements such as education, employment, health, and various civic amenities both in quantitative and qualitative terms, is the base of PLO, PA and their secular Palestinian identity. On the other hand, Gaza, inhabited principally by pauperised and proletarianised Palestinians, has come to be the centre of Hamas’s politics of uncompromising anti-Israeli resistance.

It is in this context that Hamas’s refusal to expressly eschew its stated position of not recognizing Israel’s right to exist must be examined. The Oslo Accords between Tel Aviv and Yasser Arafat’s PLO in 1993 led to the Palestinians, under PLO’s leadership, recognising Israel’s right to exist as an independent nation in exchange for Tel Aviv’s acceptance of Palestinian national self-determination through interim self-government arrangements within the pre-1967 boundaries. The acceptance of those boundaries meant, in practical terms, accepting only the two territories of West Bank and Gaza Strip as Palestinian. It is these accords that culminated in the setting up of the PA. But in real terms, Oslo has meant Palestinian self-determination only on paper as Israel has been engaged in gerrymandering “facts on the ground” by constantly pushing more and more Jewish settlers way beyond the real pre-1967 borders and deep into the Palestinian territories as recognised by the Oslo Accords. That Israel would need to continuously violate the spirit of Oslo in this fashion is fairly clear. Its Zionist raison d’etre of Eretz Yisrael, the “land of Israel” for all Jews of the world, will keep inducing it to acquire more and more land for building new settlements for Jews, who continue to pour in from every corner of the world to seek the fulfilment of this founding promise of Israel.

The PA, especially under Arafat’s successors Ahmed Querie and Mahmoud Abbas, not only acquiesced in this brazen molestation of Oslo by Israel but even facilitated the violation by using both its security forces and armed Al Fatah fighters to keep Palestinian protesters, obviously more in Gaza than West Bank, at bay. That Abbas and his PLO crowd have watched, more or less silently, even as Tel Aviv has mounted its atrocities in Gaza ever since a Hamas government pushed PA out of there, is entirely of a piece with the PLO’s post-Oslo stance.

The PLO’s collaboration in this Israeli project of subverting the spirit of Oslo is both a cause and consequence of preserving the social interests of the privileged Palestinian classes in West Bank. The compliant collaboration of the PA with Israel has not only meant that the much better access of its privileged Palestinians to socio-economic entitlements and concomitant socio-political power, vis-à-vis the Palestinian poor of Gaza, is ensured. It has also helped this elite to fend off the political challenge of the toiling classes, rallied behind Hamas, through the instruments of Israeli occupation. It is, therefore, hardly surprising that the Israeli endeavour to change “facts on the ground” have been directed more at Gaza than West Bank.

That, however, does not mean that the PLO and the PA have stopped posing their versions of a self-determined Palestinian identity with regard to Israeli occupation. But their recent ‘struggle’, which has inevitably turned out to be an apology of the concerted resistance movements it had earlier conducted, poses the identity of the privileged Palestinian class in a spirit of competition with regard to the privileged sections among the Jews, whose interests are embodied in the ideological-political project called Israel. As a result, the PLO-PA ‘struggle’ against Israel is merely geared towards enhancing the social position of the Palestinian elite within the stratified global political-economic order as it obtains to in the region. Clearly, the existential impulse of the Palestinian identity currently posed by the PLO-PA is that of reinforcing the capitalist logic of competitive socialisation. That collaboration with Israel takes precedence, for the PLO-PA, over its assertion of Palestinian autonomy indicates the quest of the privileged Palestinian classes for self-determination is essentially a bourgeois competitive enterprise to further their social domination. That, needless to say, has only reinforced the hegemony of global capitalism, and its Yankee-Zionist moment in the region.

Hamas’s refusal to abandon its stated position questioning Israel’s right to exist is, in that context, a repudiation of Oslo, which in reality paved the way for collaboration between Tel Aviv and the PLO-PA. That conferred a fig leaf of legitimacy on continued Israeli occupation, directed at denying the Palestinian underclass its real autonomy, but also enabled the social domination of the underprivileged Palestinians by their own social elite under the PLO-PA’s wing. To that extent, the Hamas-led resistance in Gaza for Palestinian national self-determination has, at this juncture, been both a struggle against socio-political domination and the bourgeois logic of competitive socialization that has engendered it.

All that does not, however, still explain why an agency of the Palestinian underclass, which is ranged against the collaborationist apparatus of Israeli occupiers and a Palestinian elite, would need to abandon its original secular-nationalist ideological idiom for a more puritan variety of Islam. And this question cannot be answered unless the secular-nationalism of the PLO, which was rejected after it became the ideology of a political institution of a privileged Palestinian elite, is located within the ideological-social space of Islam in the West Asian, especially the Palestinian, region. Islam has been the dominant indigenous cultural form in that region and all stirrings of enlightenment among its predominantly Arab peoples have been in its language. Arab-Christians have adopted the modern nationalist discourse, which has been articulated in this specific form of Islamic language, as much as the Arab-Muslims. The secular-nationalist ideology of the Palestinian national struggle under the PLO can be traced to the late 19th century Nahada (Arab Renaissance), when Islam was read against its traditional grain to articulate an absolutely modern idea of Arab nationalism against the Turkish Ottomans, whose imperial caliphate had then embodied the traditional idea of institutionalised pan-Islamism. It should, therefore, be clear that the secular nationalism of the Palestinian resistance under the PLO was not secular in the conventionally understood western sense of the term. It was imbued by Islam, albeit a liberal and inclusive variety of it. The ideological shift of the poor Palestinians – who now constitute the vanguard of the Palestinian struggle for self-determination – towards a relatively more traditionalist and pietistic conception of the religion must, therefore, be seen as a movement within the Islamic ideological space, away from its more liberal end, precisely because this liberalism has lost its earlier inclusiveness. To claim this was the only alternative the proletarianised Palestinians of Gaza had, considering that an effective working class force was absent in Palestine would be like stating the obvious.

And yet, it would be grossly inaccurate to equate the Hamas-led Palestinian struggle with Al Qaeda’s international jehad merely because both articulate their politics in the idiom of religious Islam. Hamas’s so-called radical Islam is, clearly, an organic language of protest, resistance and autonomy against socio-political domination by a foreign state and an institutionalised, secular local elite. Al Qaeda, on the other hand, posits its Islam as an anti-dialogic institution that needs to be imposed on the entire world in the form of an international caliphate. In fact, Al Qaeda’s institutionalised religion is no different from the institutionalised anti-democratic secularisms of modern capitalist powers it seeks to displace. Clearly, Al Qaeda’s struggle against capitalist liberal modernity is a competitive struggle of a section of disgruntled Gulf Arab elite funded by petro-dollars against other sections of that same elite and their socio-political allies within the stratified hegemony of global capitalism. Al Qaeda is a force of fascist reaction, Hamas the harbinger of dogged resistance and hope.

An Interview with Lenin Kumar

Satyabrata

Lenin Kumar, editor of a progressive peoples’ magazine in Oriya, Nisan, was arrested and sent to jail on charges of writing provocative literature. The fact is that his magazine took a stance against the anti-Christian pogrom in Kandhamal district after the killing of Laxmananda Saraswati. His arrest was an attempt by the government of Orissa to silence the voices of the oppressed, and could be seen as corroborating the ongoing McCarthyization process in India. After much struggle, Lenin is free on bail now.

Satyabrata: You have been convicted for possessing inflammatory materials. What, according to you, is being regarded as inflammatory in your booklet, Dharma Namare Kandhamalare Raktanadi (Kandhamal’s River of Blood in the Name of Religion) and why?

Lenin Kumar: Is it inflammatory, to identify the communal and brahminist forces and their agenda? The riot affected people in the relief camps have already pointed at the Vishwa Hindu Parishad (VHP) and Bajrang Dal men as responsible for violence in the name of religion. In the book, Dharma Namare Kandhamalare Raktanadi they are unmasked. But, they are in power in the state. So using the police they wanted to silence the voice, which is ‘inflammatory’ to them. It is ridiculous to say that the book disturbed communal harmony because it exposed them who really disturbed it.

Satyabrata: Why is Nisan being targeted? What is your expectation from other progressive people, intellectuals on this assault on Nisan?

Lenin Kumar: Nisan stands for janabadi (democratic) literature. Its basic trend is against Brahminism and imperialism. Unlike mainstream journalism, we have focussed on the ongoing peoples’ movements (including the Maoist among others) and their roots in genuine popular desire for liberation from brahminical and imperialist domination. The magazine is not yet banned. There is no question of bowing in front of the anti-people forces. When they sent me to jail, people protested throughout the state – writers came on the streets in a manner quite unimaginable in a region like Orissa. I think this is due to our commitment. All these developments inspire us. So there is no question of leaving the battlefield. And how can one repress an ideology?

Satyabrata: What reaction do you expect from other newspapers and journalists?

Lenin Kumar: Unfortunately in Orissa, most newspapers are in the hands of the ruling classes. They are simply bourgeois party leaflets. It is very difficult for a genuine reporter to take his position. Some reporters blindly act like representatives of the state. In my case, I have seen my name as ‘Mao writer”. What does it mean, till date I do not understand. Professionally they are expected to be above the outlook of the ruling classes, which are openly becoming the agents of international capital. Otherwise, there will be no space for democracy.

Satyabrata: You were arrested because of touching the Kandhamal issue. What is your personal view regarding the recent incidents in Kandhamal?

Lenin Kumar: Anti-dalit, anti-minority agenda is in the air. The Sangh Parivar is openly challenging the democratic values. The state is keeping silence. The Maoists in Kandhamal have showed us that the communal forces are building their second laboratory in the region after Gujarat’s. They have opposed these forces in their own way. We should not forget that Laxmananda Saraswati in Kandhamal was not a saint or a representative of the Hindu religion, but a leader of VHP. And frankly, I have no respect to their riot-politics.

Satyabrata: What is your message for fellow journalists, writers, intellectuals and progressive people?

Lenin Kumar: For getting the bail, I heartily thank the writers, journalists, intellectuals who stood for freedom of expression and protested my arrest. I thank my wife Rumita for her camaraderie in this process. If a person like me coming from a middle class family living in the state capital can be targeted, one can only imagine the extent of state terrorism and violation of human rights in the remote villages of Orissa, which hardly get noticed. We must stand united against any undemocratic, exploitative, anti-people actions.

50 YEARS ON… And the same challenge of making a Revolution

Lázaro Barredo Medina, GRANMA

“THE dictatorship has been defeated. The joy is immense. And yet, there still remains much to do. We won’t deceive ourselves by believing that everything will be much easier from now on; perhaps it will be much more difficult.”

This is what Commander in Chief Fidel Castro told the people on January 8, 1959, the day of his entry into Havana. Many people could never imagine the immense challenge that they would live to experience.

Suffice it to say that just a few days later, Fidel proclaimed the right to self-determination in terms of relations with the United States and immediately, the aggressions, attempts on his life and anger on the part of U.S. politicians began, evidence of which can be seen in speeches and articles of the time, as in an editorial of Time magazine, the mouthpiece of the most conservative sectors, entitled: “Fidel Castro’s neutralism is a challenge for the United States.”

But the Cuban people could not be neutral in the face of the United States. The triumph of the Revolution that January 1959 signified for the Cuban nation, for the first time in its history, the real possibility of exercising the right to self-determination. From that moment on, neither the U.S. president, Congress nor its ambassadors could continue making decisions on what could or could not be done in Cuba. The bitter dependence had been brought to an end; a dependence that saw U.S. governors and ambassadors enjoying a degree of power in Cuba that was far greater than the actual power that they had – with respect to decision-making – within the U.S. federal government or in relation to any of the 50 states that make up the U.S.A.

When full national independence was achieved, the Revolution began to exercise that right by immediately applying the program that Fidel had announced during the Moncada trial of 1953 and which is contained in his historic self-defense speech History Will Absolve Me.

Cuba established the economic and social regime that it believed was most just and established a socialist state with participatory democracy, equality and social justice.

The country’s economy was characterized by limited industrial development, essentially depending on sugar production and a latifundia agricultural economy, where landowners controlled 75% of the total arable land.

Most of the country’s economic activity and its mineral resources were managed by U.S. capital, which controlled 1.2 million hectares of land (a quarter of the productive territory) and most of the sugar industry, nickel production, oil refineries, the electricity and telephone services and the majority of bank credits. Likewise, the U.S. market controlled approximately 70% of Cuban imports and exports, within a system of highly dependent volumes of exchange: in 1958, Cuba exported products worth 733 million pesos and imported 777 million pesos worth of goods.

The prevailing social picture was characterized by a high unemployment and illiteracy, a precarious healthcare, social assistance and housing system for the vast majority of the population, as well as abysmal differences in living conditions between urban and rural populations. There was a high degree of polarization and unequal distribution of income; in 1958, 50% of the population earned just 11% of total income, while a 5% minority controlled 26%. Racial and gender discrimination, begging, prostitution and social and administrative corruption were widespread.

Addressing the social and economic problems in Cuban society could no longer be put off and could only be resolved if the Cuban people had control of their own wealth and natural resources. Thus, using the 1940 Constitution and in line with international law, Cuba exercised its right to take control of these resources and assumed total responsibility for this action. The island paid compensation to all nationals from third countries (Canada, Spain, Britain, etc.) with the exception of U.S. nationals, given that that government rejected the provisions outright and transformed the Cuban government’s decision into a pretext for unleashing a war unprecedented in the history of bilateral relations between the two nations.

Not only did the Revolution hand over land to campesinos who, up until then, had been subjected to semi-feudal conditions of production and forced to live in extreme poverty, but it also determined that that all the country’s resources should be allocated to national economic development and improving the material and living conditions of the population. To give just one example, in the 1980s alone, approximately 60 billion pesos were allocated to the construction of productive and social facilities.

The process of industrialization underway paved the way for economic and productive diversification. Under the Revolution and up until the economic crisis which began with the disintegration of the Soviet Union and the East European socialist bloc between 1989 and 1991 – what we in Cuba call the Special Period – the country’s capacity for producing steel grew 14-fold, fertilizer increased six-fold, the oil refining industry quadrupled (not counting the new refinery in Cienfuegos), the textile industry grew seven-fold, tourism three-fold, to mention but a few. The state also created complete ranges and new industries such as machinery, mechanics, electronics, the production of medical equipment, a pharmaceutical industry, construction materials, a glass industry and ceramics, as well as making investments to increase and upgrade the sugar, food and light industries. In addition to these endeavors, we have the development of biotechnology, genetic engineering and other branches of science.

The country has also made great efforts in terms of improving its infrastructure. Electricity generation has risen eight-fold and water storage capacity has increased 310 times, from 29 million cubic meters in 1958 to nine billion-plus cubic meters today. There has been diversification with respect to roads and freeways and modernization of ports and other areas. Social needs have been covered fairly well, except for housing, which has been Cuba’s biggest problem.

The progressive growth and diversification of productive potential and the application of a widespread social program has allowed the nation to confront the problem of unemployment. In 1958, with a population of six million inhabitants, approximately one third of the economically active population was unemployed. Of this figure, 45% of the unemployed lived in rural areas while, out of 200,000 women in work, 70% were employed as domestic servants. Today, with 11 million inhabitants, the number of people in work is in excess of 4.5 million. Over 40% of workers are women and today they represent more than 60% of the nation’s technical and professional sectors.

In 1958, the number of illiterate and semi-illiterate people in Cuba stood at two million. The average academic level of 15-plus year-olds was third grade, more than 600,000 children did not attend school and 58% of teachers were unemployed. Just 45.9% of school-age children were enrolled and half of them did not attend classes. Only 6% of those enrolled finished elementary education. Universities were available to just 20,000 students.

The education sector received immediate attention from the revolutionary government. Its first task was to develop a masse literacy campaign with the participation of the population. An extensive network of schools was constructed throughout the country and more than 300,000 teachers and professors were in fulltime employment in this sector. The average academic level for those aged 15-plus year-olds rose to ninth grade. One hundred per cent of school age children are enrolled in schools, some 98% complete elementary education and 91% complete junior high. One in every 11 citizens is a university graduate and one in eight has technical-professional qualifications. There are 650,000 students in the country’s universities today and all education is free of charge. Education and vocational skills are also guaranteed for 100% of children with physical or mental disabilities, who attend special schools.

The precarious situation in 1958 with respect to public health was characterized by an infant mortality rate of 60 per 1,000 live births and a maternal mortality rate of 118 per 10,000. The mortality rate for those suffering from gastroenteritis was 41.2 per 100,000, and from tuberculosis, 15.9 per 100,000. In rural areas, 36% of the population suffered from intestinal parasites, 31% from malaria, 14% from tuberculosis and 13% from typhoid. Life expectancy at birth was estimated at 58.8 years.

Around 61% of hospital beds and 65% of the nation’s 6,500 doctors were concentrated in the capital. In the other provinces, medical coverage was one doctor for every 2,378 inhabitants and there was just one hospital for all the country’s rural areas.

Today, healthcare is free of charge and Cuba has more than 70,000 doctors, providing coverage of one for every 194 inhabitants. Almost 30,000 of them are providing services in over 60 different countries. A national network of more than 700 hospitals and polyclinics has been created. Thanks to a widespread vaccination campaign (every child currently receives vaccines against 13 different illnesses) diseases such as polio, diphtheria, measles, whooping cough, tetanus, rubella, mumps and hepatitis B have been almost entirely eradicated. The infant mortality rate is 5.3 for every 1,000 live births and life expectancy exceeds 77 years.

There is also a series of advanced medical services that are not considered as “basic” in the international arena, and are provided completely free of charge, such as intensive care units in pediatric and general hospitals, cardiovascular surgery, transplant services, special perinatal care, treatment for chronic renal failure, and special services for occupational and physical rehabilitation.

The revolutionary state did not focus its attention solely on economic and social measures. It also embarked on efforts to establish an internal legal system to facilitate the right to self-determination via the population’s direct participation in discussions, analyses and the passing of the country’s principal laws. The most notable of these was the 1976 Constitution, supported by 97% of Cubans aged 16 and over through a referendum, as well as other momentous laws like the Penal Code, the Civil Code, the Family Code, the Children and Young People’s Code, the Labor and Social Security Code and many others.

Likewise, the self-determination of the Cuban people is expressed through the right to defend the nation against foreign aggression. Today, more than four million Cubans – workers, campesinos, and university students – are organized in militia groups have access to weapons in their campuses, factories and in rural areas.

However, since 1959, Cuba has had to confront the hostility of 10 U.S. administrations that have attempted to limit its right to self-determination through the use of aggression and the unilateral imposition of a criminal economic, commercial and financial blockade.

One of the universally accepted principles of international law is that state cannot be allowed to coerce another in order to deny it the right to exercise its sovereign rights. Article 24 of the UN Charter states that, in the context of international relations, nations must refrain from using threats or force against the territorial integrity or political independence of any state.

Over the past 45 years, the United States has prohibited any trade with Cuba, including foodstuffs and medicines; it cancelled the Cuban sugar quota; prohibited its citizens from traveling to Cuba via the imposition of heavy sanctions; prohibited the re-export of U.S. products or items containing U.S. components or technology to Cuba from third countries; prescribed that banks in third countries should maintain Cuban bank accounts in dollars or use that currency in their transactions with the Cuban nation; has systematically intervened to prevent or hinder trade with or financial assistance to Cuba on the part of governments, institutions and citizens from other countries and international organizations.

In the 1960s these reprisals forced Cuba to structurally reconstitute its economic relations when and establish its essential markets in countries in the former East European bloc – specifically in the Soviet Union – which meant that the country had to embark on an almost total re-conversion of its industrial technology, means of transport, and provisions, etc.

When Cuba lost its natural markets in Eastern Europe, the U.S. government intensified its blockade via the 1992 Torricelli Act, which used the pretext of “democracy and human rights” to prohibit U.S. subsidiaries located in third countries and subject to the laws of those nations from engaging in commercial or financial operations with Cuba (particularly in respect to food and medicines), and punishing these by prohibiting the entry into U.S. ports for 180 days of vessels transporting goods to or from Cuba or on behalf of Cuba, measures that – given their extraterritorial nature – do not just prejudice Cuba but also harm the sovereignty of other nations and the international freedom of transportation.

On March 12, 1996, the U.S. government passed the Helms-Burton Ac, further aggravating relations between the two countries and assuming the right to sanction citizens of third countries in U.S. courts, as well as determining their expulsion or denying them and their families entry visas into the United States, with the aim of hindering Cuba’s efforts to recover its economy and hampering its possibilities of securing a greater insertion in the international market. That was also a way of attempting to pressure the Cuban people into relinquishing their efforts of self-determination.

More recently, it has adopted the Bush Plan, an attempt to transform Cuba into a colony through an annexationist program and the sibylline intention to intervene via a pretext of “transition,” a scenario in which the State Department would entrust one of its leaders as “governor,” when the Cuban revolutionary state disappears. This plan, with which George W. Bush decided “to precipitate the day when Cuba becomes a free country,” has intensified the blockade and pressure on the Cuban people by repressing family relations between Cubans resident in the United States and their families on the island; grants million-dollar resources to terrorist groups in Miami, as well as to mercenary subordinates in the U.S. Interests Sections in Havana; and promotes formulas to destabilize the country and redouble international pressure on the island.

That hostility on the part of the U.S. has included other notorious manifestations of aggression, ranging from the military aggression through the Bay of Pigs in 1961, the dirty war carried out by counterrevolutionary gangs heavily supplied by the U.S. CIA, bacteriological warfare on agricultural crops (sugar, tobacco, and citric fruits), animals (swine fever), and humans (hemorrhagic dengue), to sabotage plans, bombings using pirate planes, and assassination attempts on the country’s principal leaders.

The actions of terrorist organizations executing military attacks on Cuba from U.S. territory are notorious, and are publicized and fomented by the Miami media. Groups are constantly recruiting adventurers who are willing to head off to Cuba as agents and saboteurs, who openly declare that they have no fear whatsoever of being brought to justice in U.S. courts.

That is why Cuban patriots have had to leave aside their personal interests to serve those of the nation, even sacrificing their family relationships, in order to infiltrate the ranks of those terrorist groups in order to discover their activities and, with this information, prevent the bloodshed of Cuban and U.S. people. They are willing to pay the price of the political irrationality of the U.S. government, as is the case of the five Cuban heroes unjustly incarcerated in U.S. jails for combating terrorism.

The above is compounded by the heavy military mechanism created by the United States around Cuba and its constant tension-generating activities, as well as the illegal occupation of the Guantánamo Naval Base on Cuban territory (today converted into a horrific prison camp), a part of Cuba rented out by force to the United States in the early 20th century and which the U.S. government refuses to return.

In the early 90’s, with the disappearance of the Soviet Union, isolated and reviled by the international reaction, Cuba absorbed the terrible blow of losing the bulk of its markets in a matter of months and an abrupt descent in its gross domestic product. But the island confirmed that it shone with its own light and that it had never been a satellite of anyone, given that it was able to face that juncture on account of the extraordinary resistance of the majority of Cubans, who have acted on the basis of authentic motivations, values and ethical principles.

The Cuban people have made a conscious decision to support the country’s leadership, not only because they identify the system with their own interests, but also because of the responsible manner in which the state took on the crisis, reorganized its forces and designed a recovery strategy, despite the U.S. blockade and conditions imposed by its European allies.

The sacrifices provoked by that situation have been hard, but it has been possible to endure them because of the undisputed social advances attained, because of the confidence deposited in the country’s leading institutions and because of people’s appreciation that their government is not a decadent one or one that is in management crisis or lacking in strategies, but has confirmed that the population has remained at the center of all its work, even in the most difficult circumstances.

Fifty years have gone by and the liberation process has reached this point following the same direction indicated that night, 50 years ago, when Fidel, speaking to the huge crowd awaiting him in what was the dictatorship’s headquarters, affirmed that everything could be more difficult in the future, because we would have to fight to make the Revolution.

That is the challenge of the struggle currently underway to eradicate vices and exalt virtues, with Fidel as a soldier of ideas serving as a compass in the fight for freedom and independence.

Cuba’s enemies are backing their all on the opposite of that. In this world, where politics is a caricature, they cannot comprehend that, in its thinking and action, this Revolution is a process of continuity, and that Fidel will continue to be the leader of the Revolution of today and tomorrow, because, beyond responsibilities and titles, he will continue to be the counselor of ideas to which we will always have recourse, because he has transcended political life to insert himself in an intimate way in the family life of the vast majority of Cubans.

Courtesy: GRANMA

The Meaning of the Zapatista Struggle

T Gz MeeNilankco and S Sivasegaram 

Introduction 

This essay is the outcome of an attempt to understand the significance of the Zapatista movement and its uprising on New Years’ Day 1994 that led to the Zapatistas taking control of much of the state of Chiapas in the southeast of Mexico, 15-years after the event. Even those who acknowledge the importance of the uprising to the anti-imperialist cause, differ in their assessment of the Zapatista movement, its theory and practice, and their implications for the Third World. Some, especially those who reject armed struggle and the need for the oppressed masses to seize state power, tend to romanticise it and prescribe it as the model for anti-imperialist struggles. Anarchists are most approving of the Zapatista method of government; and NGOs relish aspects that help them to promote post-modernist theories hostile to Marxism, and their rejection of organised political parties and armed struggle against the oppressor, imperialism in particular. There are others who resent the seemingly naïve populism that fails to put in clear perspective the violent and oppressive nature of the state.

The essay summarises the impact of the Zapatista insurrection in 1994 on the Mexican state, the practice of democracy by the Zapatistas in Chiapas, and the wider impact of the Zapatista movement on democracy in Mexico. Zapatista concepts of participatory democracy and autonomous development in Chiapas, including “rule by obeying” are briefly outlined and commented upon, with special reference to the movement’s resistance to government programs and democratisation of politics and administration. Attention is drawn to the efforts of Zapatista networks to re-embed social values in making economic and political decisions, and thereby transform hegemonic meanings and practices of democracy and development in Mexico, thus far understood and applied in terms of corrupt bourgeois democratic practices and neo-liberal notions of economic development.

Comments in the sections that follow on the philosophy, programme, activities and achievements of the Zapatistas are based on factual but largely uncritical writings on the uprising of 1994 as well as subsequent developments. The essay in its concluding section contains a critical assessment of the significance of the Zapatista movement to Third World struggles against oppression.

The Background 

Latin American social movements for human rights, acceptable living and working conditions, and to end corporate exploitation and military violence have from the mid-1990s acquired a momentum of their own. The indigenous populations, motivated by the desire to claim their economic and political rights that have been denied to them for generations and in the process inspired to rediscover their legacy cruelly denied to them by European intervention five centuries ago, are now increasingly assertive and politically effective. They have pledged to fight poverty and put the needs of the people before the interests of the U.S. and multi-national corporations. Their resistance, based on decades of organising among indigenous groups and unions, besides contributing to major political changes in Latin America in recent years, has produced a vibrant array of popular movements and lessons for meaningful democracy in the region.

These developments are inseparable from the process of democratization that has been at work for some years in Latin America and forced elected governments to be at least formally more democratic, in a region which not long ago was ruled almost entirely by military dictators in the service of U.S. imperialism. The people are now most forthcoming in their expression of disappointment and disillusion with existing democratic institutions and have in several instances dared to build democratic alternatives based on mass participation, rejecting elite and foreign domination.

Indigenous movements in Latin America came to the fore by drawing attention to ethnic issues in a context where politics, at best, concerned issues of class but not ethnic identity. The emergence of identity-based social movements and growing political awareness among the indigenous people has been an important contributor to political democratization. The new century has witnessed a series of victories for the people of Latin America, many without recourse to armed struggle, although not entirely free of counter-revolutionary action and consequent bloodshed. The ongoing struggle of the Colombian rebels initiated in mid-20th Century is an important exception, and that of the Zapatistas of Chiapas, Mexico is another of a different kind.

An Overview

Mexico, in its endeavour to become a First World country, had made arrangements to formally join the North Atlantic Free Trade Agreement (NAFTA) on 1st January 1994. In the early hours of that day the Zapatista Army of National Liberation (EZLN) stormed the municipalities of Chiapas demanding “democracy, liberty, and justice for all Mexicans” (Bruhn, 1996). The EZLN comprising mainly campesinos (poor indigenous peasant farmers) deliberately chose that day for their uprising since the signing of NAFTA on that day would be a major media event drawing the audience of millions of people from around the world.

This unexpected entry of the EZLN into the international scene was a declaration of the presence of indigenous peoples in a globalised world, and a call for democratic alternatives to neo-liberalism, which the EZLN identified as “a new war of conquest for territories […which] is a strange modernity that moves forward by going backward” (Marcos, 1997). The EZLN thus declared war on the Mexican government, and denounced the new neo-liberal policies scheduled to take effect on that day.

The ending of armed clashes between the Mexican army and the EZLN in Chiapas with a cease-fire 12 days after the uprising, has been followed by 15 years of military stalemate between the government and the EZLN since neither side can afford to initiate hostilities. The EZLN, while following a non-violent course, has refused to disarm, let alone surrender. The Mexican government, under pressure to abide by international conventions on human rights, resorts only to covert military violence. The Zapatistas, meanwhile, have mobilised considerable international support and solidarity, so that overt confrontation and a genocidal war will be a public-relations nightmare for a government seeking First World respectability. There is political stalemate too, with the government declaring illegal the Zapatista Autonomous Rebel Municipalities (MAREZ) established in Chiapas by the EZLN, based on which the EZLN is refusing to return to negotiations with the government.

The EZLN has adhered to the ceasefire and, despite its belief in armed uprising where necessary, it was cautious in its use of violence in its military attacks. Yet, despite the EZLN refraining from warfare, the governments of Mexico and the U.S. call it a terrorist organisation, nominally because it remains armed but actually because it resists U.S. imperialist ambitions. The EZLN, despite its continued possession of arms, has vigorously pursued non-violent, educational forms of struggle to achieve its objectives, averting violent response to provocation by the Mexican military and paramilitary forces (Bruhn, 1999); and is only engaged in what it calls “a war of ideas not bullets” with “words as weapons” to prevent its own military destruction, to attract resources, and to build a broad coalition of mostly non-state allies to exert pressure on the government to respond positively to its demands, mainly the implementation of the San Andrés Accord on Indigenous Culture and Rights signed in February 2006, the only negotiated agreement to be reached between the Mexican state and EZLN (Burgess, 2003) for compiling laws and stipulations on Indigenous Rights.

Thus, some identify the EZLN as a social movement and not a revolutionary guerrilla movement since, despite its goal of dissolution or restructuring of the existing government institutions, its methods differ from those of other Latin American armed movements, the most important being that it never aimed to overthrow the government (Johnston, 2000), although it initially called for the dissolution of the federal government and/or restructuring of its oppressive institutions. It has also endorses the existence of the Mexican state and has not sought to undermine it by demanding secession.

The EZLN approach is based on the view that a real revolution cannot come about by a mere change in the reins of power, but requires long-term change in individual consciousness, state institutions, material conditions, and civil society. Thus it aims to change the way both local and national government are run by working with the masses, organising at grassroots level, and bringing about structural changes from the bottom to the top (Gilbreath and Otero, 2001). The EZLN approach has important parallels with the “Mass Line” advocated by Third World Marxist Leninists during and after the struggle for state power, and also seems to draw on the thoughts of Antonio Gramsci (1971). The aim to alter the status quo by a strategy of maximum popular participation by including virtually everyone in the political decision-making process, however, seems to be oblivious to the nature of the state in class society, certainly the Marxist understanding of it.

The EZLN has evolved an unarmed governing body, the Juntas de Buen Gobierno (JBG or good-government councils, better known as ‘juntas of good government’) to use revolutionary reforms aimed at fundamental political and economic changes (MacEwan, 1999), in other words structural reforms, to achieve a radical transformation of society. The Zapatista approach here is akin to that of early socialist idealists.

Promotion of Democracy 

The EZLN was the first armed guerrilla movement to propose a peaceful resolution of contradictions with the state. Following the uprising, it invited popular organisations to work towards altering the balance of forces between the state and civil society and defeating the ruling Institutional Revolutionary Party (PRI). Its most direct contribution to democratization was to challenge the racist practices in Mexico by the creation of fresh awareness of indigenous rights in the socio-cultural sphere.

The uprising of 1994 gave a greater impetus to the democratization of Mexico than any activity of the parliamentary opposition. The latter has been notorious for its compromises with the ruling PRI, which has used every possible means to undermine the opposition. Thus, despite political pressure from the opposition from time to time, the authoritarian political system remained effectively intact, whereas the social movement initiated by the EZLN, heightened political activity and enhanced democratic debate.

The key difference between the two approaches was that, unlike the EZLN, the Mexican political parties had a vested interest in the existing political system. Hence the latter did not dare to alter the framework within which they worked while the former went outside the framework to use mass mobilisation as the driving force of democratization. While there are limits to what mass mobilisation could achieve without overthrowing the existing oppressive state apparatus, the EZLN uprising put Mexico’s political system to test by bringing into focus the failure of formal democracy to address the concerns of an invigorated population. Continued mass activity and mobilization by the EZLN was a compelling factor in forcing the government to respond to a wide range of social concerns.

The EZLN acted pragmatically in taking advantage of a situation where armed confrontation was not in the interest of the Mexican government and agreeing to a ceasefire, since it was not equipped to establish and defend a revolutionary government of its own. Thus there is need here for caution against making a virtue out of necessity. The EZLN also avoided provocation by emphasising the potential of “civil society” (meaning subordinate individuals and organizations independent of the state’s corporatist structures, which is closer to the meaning in which Gramsci used the term than typical NGO usage which purposely excludes political organisations) to bring about democratic change. Thus the line adopted by the EZLN was in direct conflict with the ruling PRI’s policy of a managed transition to electoral democracy and radical free-market reforms with a negative impact on peasant life (Harvey, 1998).

The EZLN approach, with much in common with the emerging Latin American left, conceptualised power as a practice situated both within and beyond the state and exercised through what Gramsci referred to as “hegemony”, comprising the dissemination of beliefs and values that systematically favoured the ruling class (Dagnino, 1998). It opened political spaces where new actors in civil society could press for democracy and social justice. Thus the EZLN initiated a cultural strategy that challenged PRI hegemony by redefining national symbols and discourses in favour of a more genuine and broader democracy.

The party system before the uprising had little incentive to significantly reform the state. The emergence of the EZLN as a challenge to the system of political representation led to cooperation among political parties to achieve meaningful changes (Prud’homme, 1998). Following the uprising, the interior minister (a former governor of Chiapas) resigned, and electoral reforms were announced to allow international and civic observers to monitor the presidential elections of August 1994, and by 1996 the Federal Electoral Institute became an independent body run by non-partisan citizens rather than by the government.

Responses to the uprising and the ensuing social movement from Mexican intellectuals was mostly disapproving of the violence but approving of the net outcome. (Collier and Collier, 2005; Barry, 1995). The main contribution of EZLN to Mexico’s democratization was, however, the impact of the uprising on mass political awareness. In Chiapas it initiated fresh interest in indigenous cultural empowerment to transform the social and political climate. It also inspired and enabled other indigenous Mexicans to make demands and be heard amid resistance by the local Latino population.

Across Mexico, the response of the public to the uprising was positive. The first important mass response was a spontaneous rally by thousands protesting against air attacks by the Mexican air force on the retreating rebels and the summary execution of rebels captured by federal soldiers. Besides popular demands on the government to stop the war, people went on to organise human rights security cordons around the venue of peace talks during sessions. They also delivered supplies to jungle communities besieged by federal army units; set up “peace camps” to monitor human rights conditions in communities threatened by military presence; organised health, education, and alternative production projects; built civilian-based Zapatista support groups, and participated in fora and encounters convoked by the EZLN to discuss democracy and indigenous rights (Bruhn, 1999). Much of the mobilization since the EZLN’s call for democracy occurred outside traditional political channels. The EZLN aimed to extend democratization to the economic realm to address the social costs of the neo-liberal economic model, especially the free market and globalised trade.

Its communiqués and other pronouncements in the wake of the uprising made it clear that the EZLN opposed not only the lack of democracy but also the neo-liberal free-market reforms that had opened up Mexico to the forces of global capitalism and diminished the ability of the nation-state to shape the domestic economy as it became increasingly integrated into global capitalism (Cooper, 1994). They explained the aggravation of socio-economic disparities by free-market reforms in terms of the relationship between economic marginalization and political exclusion and the extent to which it hampered democracy. Thus the uprising was also a bold statement by an oppressed minority against an encroaching global capitalism that threatened the small Mayan farmer and, by extension, any subordinate group unable to shoulder the weight of global competition (Slater, 1998), and thereby encouraged demands for democratization in the economic sphere.

The Zapatista movement further contested the socio-cultural manifestation of state power embedded in everyday life with a counter-discursive that reinterpreted national symbols in favour of its project of building a movement based on a shared understanding of the obstacles it confronted. To borrow Gramsci’s terminology, the EZLN changed its strategy from a “war of movements” challenging state power by force of arms to a “war of positions” contesting the moral and intellectual leadership of Mexico’s ruling class. The uprising contributed to an expansion of democracy in the political domain and beyond it into the cultural.

Democratising Administration

In 1994 the EZLN set up the Clandestine Revolutionary Indigenous Committees (CCRI) to enable dialogue and negotiation and to house a de facto rebel government; and in 1995 it initiated “autonomous projects” in the areas where it had strongest control, and proceeded to expand. The EZLN started with projects to afford communities with a local democratic government, based on general assemblies and consensus voting, something that indigenous people were denied under the local state government (Nash, 2001).

Several indigenous communities have had de facto autonomy based on their own customs well before the EZLN demanded the Mexican government to allow them autonomy under the law (Collier and Quaratiello, 2005). In 1998 the Zapatista support bases decided to construct the Autonomous Municipalities (MAREZ) to implement the de facto autonomy in the San Andrés Accord 0f February 2006 that the federal government refused to implement. The functions of the MAREZ are to provide justice, community health, education, housing, land, work, food, commerce, transport, information and culture. The MAREZ, besides, emphasises gender equality and encourages women to participate at all levels of civil government (Marcos, 2003). Within MAREZ, the communities name their authorities, local health promoters, community teachers, and elaborate their own laws based on social, political, economic, and gender equality among the inhabitants of diverse ethnic communities; and an assembly of all members of an indigenous community decides whether it should belong to a MAREZ, and each community elects and withdraws its representatives for the MAREZ (Flood, 1999).

The civil government has no power over decisions like going to war and signing peace accords without formally consulting the communities. Consultations take place in every community, and are by a form referendum preceded by intense discussion. Voting is direct, free, and democratic; and the date and place of the assembly, the main points discussed and views expressed, the number of people over 12 years of age who attended, and the vote are recorded in the official minutes. For example, the decisions to accept the San Andrés Accord and later to break off talks with the government were based on such consultations (Flood, 1999).

Each MAREZ is unique: some have a single ethnic identity while others have plural identities including ones speaking different Mayan languages. The MAREZ are dynamic and constantly changing so that the Zapatistas constantly adapt their rhetoric and policies to accommodate and to satisfy an increasing number of members. What is common to them, however, is the principle of ‘governing by obeying’. Governing by obeying too pre-dates the Zapatistas in Chiapas and has been a system in which the community monitored the authorities carefully and recalled and replaced them when necessary (Bartra and Otero, 2005).

The Zapatista concept of participatory democracy is a hybrid of representative and direct democracy, and seeks to allow citizens considerable control over political decisions while retaining the efficiency of a presidential or parliamentary system (Ribeiro, 1998), and the EZLN established in August 2003 a non-hierarchical participatory democratic structure comprising the Juntas de Buen Gobierno (JBG) to address the needs and concerns of the people.

Thus the JBG while coordinating the MAREZ does not take over their functions and, while mediating between communities, regions, the state, and international actors like NGOs, has left ultimate political power with the communities (Mentinis, 2005). The JBG also mediated in affairs within and between municipalities and between MAREZ and government municipalities. Thus they serve to counteract imbalance in the developments in the MAREZ and the communities. Elections to the JBGs are from the bottom up, with governance guided by the philosophy of ‘governing by obeying’, so that by implication government officials accept that they are there by courtesy of their constituencies (Collier and Quaratiello, 2005).

With the establishment of the JBG, all domestic and foreign policy matters were directed through it, by-passing the EZLN. The EZLN worked with those in responsible positions in the organisation in each community, in groups of communities, and areas covering several groups to ensure that those who did not discharge their duties were, “in a natural fashion, replaced by another” in keeping with the principle of ‘governing by obeying’. The role of the CCRI has been to guide the EZLN in each region and to maintain the necessary checks and balances by monitoring the operations of the JBG to ensure clean government in conformity with the principle of ‘governing by obeying’ (Mentinis, 2005). The EZLN has kept out of the affairs of autonomous authorities, and no military command or member of the CCRI is allowed a position of authority in a community or a Municipality. Anyone seeking to participate in autonomous government is required to resign from office in the EZLN (Marcos, 2003).

Despite the three tiers of civil government, namely community, municipal and JBG, the Zapatista model is ‘non-hierarchical’, and the organizations have no executive power over one another. Their functions complement each other in the protection of human rights, monitoring and implementation of community projects and work, keeping law and order in Zapatista territory, and conducting foreign policy with international civil society organisations (Collier and Quaratiello, 2005). This conduct of democratic local government stands in sharp contrast to the conduct of the Mexican government, with a history of authoritarian rule, neglect, and oppression of the indigenous people (Mentinis, 2005).

The carefully planned and implemented EZLN initiatives have thus far demonstrated to the indigenous people that feasible alternatives exist for democratic self-government, and that ways exist to combat inequality even under conditions of extreme poverty and military oppression. Sub-commander Marcos declared that preventing those with disproportionate wealth from gaining undue influence over the political agenda became ‘the single most important area of reform needed to enhance the quality of democracy’ (Marcos, 2003).

The ‘Other Campaign’

On 1st January 2006, exactly 12 years after the uprising and even longer years of struggle for indigenous rights, the EZLN reasserted its anti-capitalist roots by launching its La Otra Campaña (the Other Campaign) to link non-partisan anti-capitalist national liberation struggles across the country. The Campaign sought to mobilise these forces as a “national campaign for building another way of doing politics, for a program of national struggle of the left, and for a new Constitution” (Mentinis, 2005); and in the process introduce its local autonomy practices to indigenous autonomy initiatives so that they persist in confronting broader structural inequalities. The Campaign also sought to expand the scope of the radical politics of recognition by evolving a loosely-knit collective of diverse national political forces comprising radicalised ethnic groups which drew on the cultural knowledge and experiences of historically marginalised political actors to construct anti-capitalist alternatives to hierarchical positioning in society. It is, however, the contrast with a well-structured political party and mass organisations linked to political parties that made the Other Campaign appealing to Anarchists and NGOs alike.

The Other Campaign had to be alert to new developments in capitalist thinking and their implications for the Mexican state. This was important since neo-liberal hegemony is about global expansion of capital as well as the taming of dissident claims. In first 12 months of the Campaign, Sub-commander Marcos met with people to listen to their concerns and discuss forms of struggle. The emphasis on listening in the Other Campaign is interpreted by some as a break with conventional political party platforms as well as with the vanguardist politics of revolutionary movements. But such views deliberately ignore the mass line advocated by Marxist Leninists for most of the last century, which laid emphasis on listening to the people. Differences in approach between the Zapatistas and Marxist Leninists relate to context and to the avoidance of a well-defined ideological stand by the former.

Experience at grassroots level has shown that, the alongside the centrality of listening, the resulting dialogues needed to be understood as existing in a terrain of hierarchical power, with the indigenous experience extreme political and economic inequality. Also, recognition cannot be exclusively cultural since ethnically marked traits exist alongside persistent colonial legacies and biological signifiers. Thus there will be an inevitable need to draw on shared experiences of racialisation and forge political alliances across cultural borders, and based on class.

Tactical Media

The Zapatistas use the term “tactical media” to refer to its idea of using the media to “exploit the theatre and poetry of a political action”. EZLN has demonstrated much skill in using new media to communicate and generate universal solidarity in Mexico and worldwide (Meikle, 2004). This concept, used as a form of political activism, is based on the notion that “the important thing is the spectacle that you make out of an event in the media, as opposed to the event itself” and the impact of the communications revolution, which has allowed some degree of power for the audience by eroding, even slightly, media monopoly in mass communications.

The Zapatistas developed the idea further to open up new channels to provide a powerful forum for political participation by citizens, or “e-democracy” on an unprecedented scale. “Digital, networked media allow for faster, diverse, two-way communications between users who have both more control and more choice” as they simultaneously become users, producers and agents of social change. This was a valuable contribution of the Zapatistas to anti-establishment struggles and the idea has subsequently been used more effectively by campaigners against globalisation on a massive scale during this decade.

New Realities 

Two major events in Mexico in 2006 demonstrated the potential as well as the limitations of the method of Zapatistas. One was the struggle since May 2006 in Oaxaca a poor southern state, bordering Chiapas, following the heavy-handed action of the state governor Ulises Ruiz against striking teachers. Opponents of the repressive local regime resisted repressive measures by the Mexican armed forces under the leadership of APPO (Popular Assembly of the Peoples’ of Oaxaca), founded on 17th June 2006 and embracing a large number of social organizations that include the striking teachers and indigenous people. Following state repression, the struggle demanding the dismissal of Ruiz became one of resistance to Mexican state and its misguided economic policies. The violent occupation of Oaxaca by the militarized police provoked protests throughout Mexico; and the Zapatista-inspired Other Campaign together with others blocked highways throughout Mexico on November 1st and all roads through Zapatista territory in Chiapas. APPO took over the running of city of Oaxaca and some 30 municipalities throughout the state and proposed that Popular Assemblies be created throughout Mexico and that grassroots organizations join together to create a new way of exercising representative democracy. Although the APPO uprising lost momentum and declaration by the EZLN’s Delegate Zero (Sub-commander Marcos) “We are on the eve of either a great uprising or a civil war” referring to uprising the failed to realise, and the Other Campaign itself has not had a follow-up, APPO as well as other indigenous peoples organisations remain active to varying degrees.

The second was the Presidential Election in July 2006. The EZLN uprising was instrumental in bringing an end to PRI domination in 2000, but led to the election of Vincente Fox, an even more pro-U.S. President. He was succeeded in 2006 to be succeeded by Felipe Calderón, an equally vigorous supporter of imperialism. Calderón cheated Andres Manuel Lopez Obrador, the leftist Partido de la Revolución Democrática (PRD) candidate of victory by electoral malpractices in the Presidential election. The public which was confident of victory for Obrador participated in mass demonstrations against the victor Felipe Calderon and calling for a recount. The mass mobilisation was unprecedented in scale in Mexican political history. Although the Zapatista uprising was a factor in the rise in support for the left candidate and in inspiring the mass mobilisation that impeded the inauguration of Calderón by nearly five months, the EZLN itself had refrained from endorsing Obrador’s candidature.

The situation for the EZLN has taken a turn for the worse since the election Calderón as President of a polarised country with a weaker mandate than his predecessor. Calderón has become more dependent on military, now subsidised by the U.S. and has been particularly harsh towards Chiapas, where the government has complemented its “iron fist” policy with a divide and conquer strategy aimed at undermining the EZLN. Calderón has intensified the creation and training of anti-Zapatista paramilitaries within the Chiapas and has used various programs to make dubious land grants, often in EZLN-occupied zones, to anti-Zapatista families and indigenous outfits such as the Organization for the Defence of Indigenous and Peasant People, with ties to the government and/or paramilitary groups. The purpose is to use the land titles as pretext to stir violence and justify military intervention. There has also been increased activity in the military bases on indigenous land in Chiapas. (COHA, 2008)

While the mayor of Chiapas is from the PRD, the likelihood of him and the PRD coming out in support of the EZLN is in doubt, partly because of the EZLN’s failure to support Obrador’s candidature. It is also doubtful that the election of Barack Obama as President of the United States will usher in a new era of U.S.-Mexican relations that would change things in favour of the EZLN. The White House will not undergo an ideological shift of sufficient magnitude to uproot neo-liberal economic policies, the root cause of Third World suffering, least of all that of Mexico’s indigenous population. Imperialist interests will decide Obama’s priorities, and little will happen that would sour relations with the Mexican government.  The commitment to the unpopular NAFTA will remain while minor reforms of NAFTA are possible. Unlike Bush, Obama may prefer to avoid a bloody conflict with the EZLN, while moves to undermine the EZLN’s efforts at self-rule will continue.

Concluding Remarks

The Zapatistas have demonstrated that ordinary masses who are not academically or professionally qualified can rule themselves better than the Mexican liberal democracy has done so far. They have worked to heal the wounds created by a history of authoritarian rule and have through the strengthening of cooperatives, diversification of production, and building food security made life more bearable for the indigenous population in Chiapas.

Apart from aspects specific to Mexico and its indigenous people, the Zapatista experience, both positive and negative, reaffirms the validity of the Marxist Leninists approach, which insists that the people are the masters. The intervention of ideology and the party of the proletariat need not be an obstacle to empowering the masses and the need for flexibility, dynamism, and sensitivity to local idiosyncrasies has been emphasised time and again. It will be useful to compare the approaches to revolution of Marxist leaders of the calibre of Mao Zedong and Amilcar Cabral among others and that of the Sandinista leadership, despite subsequent defeat of the revolutionary lines.

While the EZLN has clearly pointed out that although their system is working for them their solution is not the only answer to social justice, there is a strong tendency among politically motivated NGOs and sections of anarchists and left liberals to idealise and generalise the Zapatista strategy to make a case against the Marxism and revolutionary armed struggle. There are on the other hand Marxists who dismiss the Zapatistas as mere reformists. That is not very healthy either.

The Zapatista ideology has to be understood in the Mexican context, with emphasis on the conditions relating to the indigenous people. The Zapatistas have created a social democracy in an area known for extreme poverty, prone to internal divisions and violence, and deemed to be ungovernable by the state. The EZLN have solved some problems that Mexico’s emerging liberal democracy and Presidential system have failed to address. While the benefits of the Zapatista system are felt exclusively within their limited zones of influence, its practice of indigenous autonomy offers alternatives for terrains marked by the interplay of assimilationist and multi-culturalist discourses. Experiences relating to resisting the political, economic and cultural logic of late capitalism can be relevant to geographically isolated ethnic groups and communities, like the Indian Tribal people, and to other oppressed nationalities as well.

The claim of the EZLN that it is not seeking state power is a reflection of objective reality. The question of state power would enter the picture only when there is a call for secession or a bid for political autonomy based on the principle of self-determination. Without conditions making secession the only feasible option or a strong secessionist tendency within Chiapas, the question of state power simply does not arise. A call for autonomy would have led to a situation in which the region could declare autonomy without secession, but at the risk of providing the pretext for the Mexican state to unleash a destructive war against a politically isolated EZLN.

To say that the EZLN has rejected armed struggle is to say that it has signed its own death warrant. The decision of the EZLN to accept the ceasefire was a realistic move since prolonging the conflict was not in its interest or that of the people of Chiapas. It was, however, the military success and the martyrdom of hundreds of EZLN cadres that made it possible for the EZLN to gain and retain control of a large territory and govern it according to the principles of participatory democracy, and defend the culture, resources and livelihood of the people. It was the uprising that made the people of Mexico as a whole more aware of the inequality surrounding them, the devastating effects of NAFTA, and the desire of many in Mexico to have more of a say in decisions that affect their daily lives.

What the EZLN has done is to consolidate its gains and build on that basis. But the equilibrium is delicately unstable. While it may not opportune for the EZLN to resort to armed struggle, it will be folly to be unprepared against a state that is busy undermining EZLN authority in Chiapas in anticipation of a good chance to strike. ‘Globalised’ and ‘liberalised’ Third World economies like that of Mexico’s do not change their ways unless forced to, since the ruling classes have too much at stake, and that includes Chiapas. If measures are not taken by the EZLN to avert confrontation with Calderón’s “iron fist”, the EZLN could face a renewal of violence against the Mexican authorities before his term ends in 2012.

With the path to peace and autonomy far from clear, defensive preparedness, avoidance of conflict with local paramilitaries while exposing their ties with the government, and a vigorous campaign to draw the attention of international anti-imperialist forces to events in Chiapas, will help to deter the Mexican state from going for a military solution. With the enemy and its super-power patron keen to make an example out of Zapatista resistance to neo-liberalism, successful resistance to oppression requires besides courage and dedication to the Zapatista cause, the strongest possible backing of domestic and international forces. Thus, those who, for whatever reason, uncritically endorse the line pursued by the EZLN cannot be true friends of the EZLN, because they fail to draw attention to likely pitfalls.

While the Zapatista campaign against neo-liberalism and globalisation provides remarkable insights into the workings of the imperialist world order and its rejection of bourgeois democratic solutions are commendable from a revolutionary perspective, the reluctance of the EZLN to expose NGOs as an arm of imperialism is a matter for concern. NGOs seemed to be papered over by the term Civil Society by many writers supportive of the Zapatista movement. Besides the prospect of the NGOs who are active in Chiapas playing a counter-revolutionary role at the opportune moment, the involvement of EZLN with NGOs and its failure to caution the people about them runs against the spirit of self-reliance.

The question of development cannot be ignored. The EZLN uses ultra-modern communication technology for its propaganda and the question of advancing technology for production cannot be deferred for too long. These are areas in which extra caution is required because of the delicate balance between modernising production and defending the traditional way of life. Survival will require every group of indigenous people to move into the modern world, but the point is to make the transition without destruction of the fabric of the indigenous society. This too is an area where caution against covert imperialist intervention is important.

Finally, the authors appeal to progressive forces to recognise the positive features of the Zapatista movement and its struggle, learn from them, and be supportive of the struggle. That is not to say that the Zapatistas should be spared criticism; but to denounce outright the Zapatistas for what is perceived as a wrong line will only help those who seek to isolate them. The correct approach would be to encourage the Zapatistas to take their anti-imperialism to its logical end and form lasting alliances with the revolutionary left in Mexico and Latin America as well as to forge links of solidarity with the international revolutionary left.


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