Mixed Race Studies

A Master on the Periphery of Capitalism

Duke University Press
2001
232 pages
Cloth ISBN: 978-0-8223-2210-8
Paperback ISBN: 978-0-8223-2239-9

Roberto Schwarz

Translated by:

John Gledson, Emeritus Professor of Brazilian Studies
University of Liverpool

A Master on the Periphery of Capitalism is a translation (from the original Portuguese) of Roberto Schwarz’s renowned study of the work of Brazilian novelist Machado de Assis (1839–1908). A leading Brazilian theorist and author of the highly influential notion of “misplaced ideas,” Schwarz focuses his literary and cultural analysis on Machado’s The Posthumous Memoirs of Brás Cubas, which was published in 1880. Writing in the Marxist tradition, Schwarz investigates in particular how social structure gets internalized as literary form, arguing that Machado’s style replicates and reveals the deeply embedded class divisions of nineteenth-century Brazil.

Widely acknowledged as the most important novelist to have written in Latin America before 1940, Machado had a surprisingly modern style. Schwarz notes that the unprecedented wit, sarcasm, structural inventiveness, and mercurial changes of tone and subject matter found in The Posthumous Memoirs of Brás Cubas marked a crucial moment in the history of Latin American literature. He argues that Machado’s vanguard narrative reflects the Brazilian owner class and its peculiar status in both national and international contexts, and shows why this novel’s success was no accident. The author was able to confront some of the most prestigious ideologies of the nineteenth century with some uncomfortable truths, not the least of which was that slavery remained the basis of the Brazilian economy.

A Master on the Periphery of Capitalism will appeal to those with interests in Latin American literature, nineteenth century history, and Marxist literary theory.

Table of Contents

• Introduction / John Gledson
• Preface
• 1. Initial Observations
• 2. A Formal Principle
• 3. The Practical Matrix
• 4. Some Implications of the Prose
• 5. The Social Aspect of the Narrator and the Plot
• 6. The Fate of the Poor
• 7. The Rich on Their Own
• 8. The Role of Ideas
• 9. Questions of Form
• 10. Literary Accumulation in a Periferal Country
• Notes
• Glossary
• Bibliography
• Index

Daniel, G. Reginald. Machado de Assis: Multiracial Identity and the Brazilian Novelist. University Park, PA: Pennsylvania State UP, 2012. Print. [McNee Review]

ellipsis (now Journal of Lusophone Studies)
Volume 13 (2015)
pages 255-257

Malcolm K. McNee, Associate Professor of Spanish & Portuguese
Smith College, Northampton, Massachusetts

G. Reginald Daniel, Machado de Assis: Multiracial Identity and the Brazilian Novelist (University Park, PA: Pennsylvania State University Press, 2012), pp. xi + 338, \$74.95, hb.

In this smart, ambitiously interdisciplinary, and exhaustively researched book, G. Reginald Daniel, Professor of Sociology at UCSB and pioneer in the study of multiracial identity and experience from a transnational perspective, considers the life and work of Machado de Assis. It is a sweeping book that draws upon the vastness of Machadian studies, in which Daniel is clearly versed, along with the sociology of race and culture, literary history and periodization, and theories of modernity and postmodernism. In  its engagement with this range of theoretical and disciplinary configurations, Daniel’s book, organized into an introduction, nine chapters, and an epilogue co-authored with Gary L. Haddow, is in some senses two books in one, each with a distinct yet analogous argument. Each line of inquiry results in a significant and original contribution to Machadian studies. Combined, they position Daniel’s book as the most thorough English-language treatment of the Brazilian writer’s life and work since John Gledson’s translation of Roberto Schwarz’s A Master on the Periphery of Capitalism (Duke UP, 2001). Standing along with Earl Fitz’s Machado de Assis and Female Characterization (Bucknell UP, 2014), and a welcome round of new translations, Daniel’s book will help to reinvigorate and deepen Machado’s reception among English-language readers and his stature among the major figures of world literature…

Read the entire review here.

The Deceptive Realism of Machado de Assis. A Dissenting Interpretation of Dom Casmurro

Francis Cairns Publications
1984
215 pages
Cloth ISBN: 978-0-905205-19-9

John Gledson, Emeritus Professor of Brazilian Studies
University of Liverpool

The Brazilian Joaquim Maria Machado de Assis, born in Rio de Janeiro in 1839, is regarded as the greatest Latin-American novelist of the nineteenth century. Dom Casmurro (1899) is one of his most important works. Its narrator, Bento, who is also its central character, sets out to convince the reader, on insufficient grounds, of the adultery of his wife, Capitu. The complexity and irony which results from this mode of presentation have led critics to see Dom Casmurro as a precursor of the fictional experimentation of the twentieth century.

This book argues, against the critical consensus, that Machado’s work is in essence realist, and that Dom Casmurro in particular offers a coherent and disenchanted vision of Brazilian society in the reign of Pedro II. Slavery, the “religious question”, the relationship between traditional values and developing capitalism, even the Paraguayan War – all lie ominously concealed in the background to the domestic history of Bento and Capitu.

John Gledson begins his analysis of Dom Casmurro by negotiating the labyrinth of Bento’s narration; in the first chapter he shows that there is not only another possible version of the events related by Bento, but also another Bento, a sinister representative of his social class. The second chapter establishes the “true” plot of the novel, drawing its origins both from Machado’s earlier fiction and from the patriarchal and paternalistic society of the period. Chapters three and four explain how various key episodes must be allegorically understood as part of Machado’s vision of the politics and ideology of the Second Reign. The concluding chapter, summing up the main strands of the argument, points out that the habits of thought which govern the narration are also those which govern the class and society to which Bento belongs.

The argument throughout is supported by extensive quotations from the Portuguese, with English translation.

This study of Dom Casmurro lays the basis for a more “realistic” and comprehensive understanding of a major novelist. It has important implications for the general study of the late nineteenth-century and early twentieth-century novel, as well as for the history of Brazilian and Latin-American literature.

G. Reginald Daniel, Machado de Assis: Multiracial Identity and the Brazilian Novelist (University Park, PA: Pennsylvania State University Press, 2012), pp. xi + 338, \$74.95, hb. [Gledson Review]

Journal of Latin American Studies
Volume 47 / Issue 03 / August 2015
pages 607-608
DOI: 10.1017/S0022216X15000528

John Gledson, Emeritus Professor of Brazilian Studies
University of Liverpool

G. Reginald Daniel, Machado de Assis: Multiracial Identity and the Brazilian Novelist (University Park, PA: Pennsylvania State University Press, 2012), pp. xi + 338, \$74.95, hb.

Increasingly, over the last 10 or 20 years, critics have taken an interest in Machado de Assis’s racial origins, and in the effect they may have had on his career, his opinions and his writings. We know that he was the child of a father described as ‘pardo, forro’, and a Portuguese mother, from the Azores. In 2007, Eduardo de Assis Duarte published his Machado de Assis afrodescendente, which documents most of the references to the matter, and more generally to slavery and its effects, in the works, novels, stories crônicas, and so on.

It is a complex topic: we have little or no unambiguous evidence of what this most ironic and secretive writer thought about the colour of his skin, though we can have little doubt that he would have smiled with a certain amount of bitterness (and who knows, some perverse satisfaction) at the description of his colour as ‘branco’ on his death certificate.

G. Reginald Daniel’s book is certainly the longest treatment of the subject, and perhaps the most comprehensive. A great deal is given over to discussions of the contexts, historical and theoretical, which surround it. The first chapter deals with the history of miscegenation in Brazil since 1500, the second with other mulatto writers before Machado and contemporary with him (Caldas Barbosa, Luís Gama, José do Patrocínio, Lima Barreto); in the third Machado’s life is recounted in some detail. It is a faithful account, though with some mistakes. Machado did not translate Oliver Twist from English, as Jean-Michel Massa proved, nor is it necessarily true that he suffered from epilepsy all his life. The first of two stories entitled ‘Mariana’ is twice given the date 1864, instead of 1871 (the year of the Law of the Free Womb). There is no series of crônicas entitled Crônicas do relojoeiro signed ‘Policarpo’. José Galante de Sousa’s Bibliografia de Machado de Assis is, astonishingly, missing from the very extensive bibliography. Some important and relatively unknown facts, however, are there, like Gonçalves Crespo’s 1871 hesitant letter saying he has heard he is an ‘homem de cor’. Large parts of the later chapters are given over to accounts of other writers (Graça Aranha, for instance, and Euclides da Cunha) and other issues which sometimes have no real connection to Machado (negritude, for instance)…

Read or purchase the review here.

Uncanny Compulsions: Automatism, Trauma, and Memory in Of One Blood

Callaloo
Volume 39, Number 2, Spring 2016
pages 473-492
DOI: 10.1353/cal.2016.0076

Joshua Lam, Adjunct Professor, American Literature and Composition
State University of New York, Buffalo

In recent years, critics have begun to frame slavery in the United States in terms of haunting and trauma studies, directing us to consider the ways in which texts such as Toni Morrison’s Beloved (1987) “disturb our sense of historical time” (Tuhkanen 335). Yet as Mikko Tuhkanen suggests in his analysis of temporality in Hagar’s Daughter (1901–1902), Pauline Hopkins may well have been one of the first African American novelists to situate slavery in terms of trauma’s ghostly presence. Indeed, Hopkins’s turn-of-the-century fictions are filled with references to spirits and specters, and are overwhelmingly concerned with the continued effects of slavery on the post-slavery nation. Scholars have been especially attentive to the prevalence of racial passing in Hopkins’s narratives, focusing on the ways in which her novels expose the imbrication of slavery and miscegenation in order to combat the ideology of racial purity. Yet few scholars have discussed the connection between Hopkins’s ghostly depictions of slavery and the discourse of hysteria in French psychiatry and American psychology, especially evident in her novel Of One Blood: Or, the Hidden Self (1902–1903). This is perhaps because the novel is singular in its use of hysterical illness, historically the provenance of European and Anglo-American white women, to frame the traumas propagated by the legacy of slavery upon black bodies. Indeed, while feminist critiques of the discourse of hysteria are now well known, scholars have been less attentive to the ways in which this discourse intersects with turn-of-the-century racial ideologies. Yet as Of One Blood demonstrates, the nascent discourse of hysteria, with its genesis in nineteenth-century mesmerism and spiritualism, provides an uncanny lens through which the complex legacies of slavery, miscegenation, and historical trauma can be witnessed.

Drawing upon the vast network of associations linking hysterical “automatism” to double consciousness, automatic writing, and hypnosis, Of One Blood evokes a variety of discourses—psychological, psychical, spiritualistic, historical, romantic, occult—to interrogate the trauma and historical violence perpetrated against black bodies and psyches. The novel focuses upon two African American characters, Reuel Briggs and Dianthe Lusk, who both pass as white and suffer from different hysterical illnesses: Reuel from a neurasthenic melancholy, and Dianthe from “nervous shock” and what Reuel (a doctor) calls “a dual mesmeric trance” (Hopkins, Of One Blood 472). More than merely adopting a medical discourse that primarily applied to Anglo-Americans, however, the novel uses “automatism” to represent conflicted acts of ambiguous agency and volition. Throughout the novel, Reuel and Dianthe are shocked, silenced, moved, mesmerized, and manipulated by others—cast as living automatons. Indeed, Hopkins’s novel presents a decisive understanding of the ways in which automatism—hysterical, mesmeric, or traumatic—signals suspended agency, and Of One Blood is inseparable from the connections between these discourses and the legacy of racial violence in the United States.

Hopkins’s endeavor hinges upon its incompletion, however, for Of One Blood equally participates in a project of racial uplift in which individual will is subordinated to the will of a God who has made us “all of one blood.” Adopting popular pan-African themes in what Kevin Gaines identifies as a key strategy of racial uplift ideology, Hopkins “sought to make civilization a racially inclusive, universal concept by calling attention to its origins in African society” (111). In this context, the hysterical illnesses of black characters might even indicate a gesture of inclusion (e.g., non-whites, too, are susceptible to the travails of “civilization”). This inclusive view of “civilization” is in tension, however, with the mute figure of the black automaton, whose silence amid the vocal protestations of turn-of-the-century uplift movements indicates Hopkins’s critical awareness of the continued effects of slavery upon the present. Rather than reifying the silence of Hopkins’s passive characters, the trope of the black automaton critically links compromised agency to the wider historical and discursive systems that produce it, suggesting that critique and skepticism are crucial components of even the most utopian endeavors. This tension…

The Complexities of Skin Color

Black Issues Forum
UNC-TV
Raleigh, North Carolina
2016-05-01
Running Time: 00:26:46

Deborah Holt Noel, Host

Inspired by the casting of Latina actress Zoe Saldana to play Nina Simone, the performer and activist known for her pride in her dark skin, Deborah chats with professor Dr. Yaba Blay, filmmaker Eric Barstow, and undergraduate student Ayana Thompson to delve into why so many people still knowingly and unknowingly participate in colorism – the assertion that light is better.

Commodification of the Black Body, Sexual Objectification and Social Hierarchies during Slavery

The Earlham Historical Journal: An Undergraduate Journal of Historical Inquiry
Earlham College, Richmond, Indiana
Volume VII: Issue II (Spring 2015)
pages 21-43

Iman Cooper

The horror of the institution of slavery during the late eighteenth century was not that it displaced millions of African people from their homes to the US, but rather that it laid the foundation for the commodification and dehumanization of the black body that was culturally, socially, and politically maintained for hundreds of years to come. This essay will first explore the commodification of African captives as the foundation of my analysis, in order to later examine the social and political ramifications of the sexual objectification that was rampant during the slavery era, through the analysis of Harriet Jacob‘s slave narrative. Slavery had long-reaching effects on the conceptualization of the black body, which is later depicted by the emergence of the mulatto class. White slave owners executed their perceived right under the creation of commoditized black bodies to sexually abuse their slaves, producing mixed race (mulatto) children. Social, religious, economic, and political factors allowed the sustained commodification of black bodies to occur. As a result of commodification, black bodies were rendered disciplined subjects; beholden to the will of white men. Simultaneously, white planters‘ wives were socially conditioned to remain publicly silent in the face of their husband‘s betrayal and abuse; hence they often executed their anger on the black slave, further rendering the black body an object to be claimed by others to enact their will upon. Commodification of the black body at the start of the era allowed for the objectification of the black female body to continue throughout slavery, as portrayed by the simultaneous abuse of the masters and the subsequent retribution of the master‘s wives, which were enacted on the black female body…

…Fetishization of the Black Female Slave and Mulatto Children

Black women were both fetishized and regarded as impure, when seen in contrast to the modesty of white women; therefore at the height of slavery, relationships with slave women were decidedly culturally unacceptable. However, just because these relationships were frowned upon does not mean that men resisted crossing the line of this social taboo; they did. The violation of this boundary by slave-owners was sometimes shamelessly explicit, while other times they attempted to keep their affairs secretive, for fear of both the societal backlash and the anger of their wives. As a result, the mulatto class grew extensively during the slavery era, becoming a visible marker of the extensiveness of this issue in the society. The skin color of these children served as a visible reminder for the wives and the community of their husband‘s infidelity. Masters sometimes took care of their mulatto children and eventually freed them, but more often than not, children either worked on the plantation, or (at their wives‘ insistence) were put up for auction and sold into slavery. As the mistress of the plantation, wives held a degree of power that could either improve the lives of slaves on her plantation, or create further harm and devastating destruction…

Read the entire article here.

Barack Obama and the Rhetoric of Hope by Mark S. Ferrara (review) [Williamson]

Rhetoric & Public Affairs
Vollume 18, Number 4, Winter 2015
pages 748-750

Jason G. Williamson
Department of Communication Studies
University of Georgia

Barack Obama and the Rhetoric of Hope. By Mark S. Ferrara. Jefferson, NC: McFarland and Company, 2013; pp. 204. $45.00 paper.

In Barack Obama and the Rhetoric of Hope, Mark S. Ferrara attempts to piece together the historical, intellectual, and literary influences of Barack Obama’s presidential campaign rhetoric, primarily as the “rhetoric of hope” was constructed leading up to the 2008 campaign and employed during that campaign, as well as its reemergence for 2012. Ferrara defines the rhetoric of hope as “deliberately constructed political discourse that envisions social betterment brought about by the force of shared values and culminating in a promise of a ‘more perfect union’ in the future” (11). The utopian idealism that percolates throughout Obama’s campaign discourse is of particular interest to Ferrara, especially as American rhetorical tropes are employed to discursively construct Obama as a “quasi-prophetic” figure who possesses the leadership skills necessary to move the country closer to collective salvation (14–15). Ferrara repeatedly observes the rhetoric of hope relying on a dialectical tension between the ideal and the actual, promising to transform the current status quo into a salvific telos.

The book is primarily organized into two major sections, with the first half (chapters 1–5) dedicated to locating historical and literary influences of Obama’s rhetoric of hope and the second half (chapters 6–10) investigating the values and characteristics of this rhetoric, concluding with a comparison of Obama’s two presidential campaigns. The opening chapters outline the manner in which utopian tropes derived from Judeo-Christian thought (chapter 1) as well as the European Enlightenment (chapter 2) influence Obama’s rhetoric. In the three chapters that follow, Ferrara continues [End Page 748] pulling on individual threads, such as slave narratives (chapter 3); the presidential traditions of Thomas Jefferson, Abraham Lincoln, and Franklin Roosevelt (chapter 4); and the influence of fiction, music, and popular culture (chapter 5), arguing that these threads, woven together, form Obama’s rhetoric of hope.

In the second half, Ferrara moves beyond the antecedents of the rhetoric of hope, presenting a reading of Obama’s campaign rhetoric as an amalgam of multiple influences. Chapter 6 analyzes the role of American values in the rhetoric of hope, culminating in Obama’s embodiment of the American Dream, a combination of individual determination and community awareness with a heavy emphasis on “work” as an operative term, a theme that the president continues in his second term, as evident in the most recent State of the Union address. Ferrara approaches Obama’s discourse with an Aristotelian conception of rhetoric and places a heavy emphasis on the deliberate decisions of the rhetor, highlighting Obama’s role as a writing subject constructing his own narrative persona in chapter 7. Ferrara, an assistant professor of English at State University of New York at Oneonta, reads Obama’s autobiographical narratives as an effort in which Obama “casts himself as a prophet of change situated by virtue of his unique American story to usher in a new global order” (135). Ferrara locates Obama within the tradition of political autobiographical works in American history “from John Smith to Benjamin Franklin to Malcolm X,” arguing that Obama intentionally constructs his own story in such a way as to build on American mythologies (125). The climax is perhaps seen in Obama’s 2008 tour of the Middle East and Europe (chapter 8), where his narrative positions Obama as a figure that can unite American ideals with a global, multicultural audience. The final two chapters track the continuation of the 2008 campaign themes in 2011 and 2012, underscoring the claim that “the rhetoric of hope contains a neat circularity that is the product of intentional design” (187). Whether by intent or not, the characteristics of the rhetoric of hope obviously manifest in Obama’s campaigns.

Throughout, Ferrara’s analysis casts light on many aspects of Obama’s rhetoric that the reader will find intuitive. Although his prose is occasionally too driven by quotations and not enough of the author’s own voice, the text and analysis is accessible for a wide audience. Readers who study presidential rhetoric will immediately note the pronounced absence…

Barack Obama and the Rhetoric of Hope by Mark S. Ferrara (review) [Ellis]

Utopian Studies
Volume 27, Number 2, 2016
pages 382-386

Cameron Ellis
Trent University, Peterborough, Ontario, Canada

Mark S. Ferrara. Barack Obama and the Rhetoric of Hope, Jefferson, N.C.: McFarland, 2013. 204 pp. Paper, $29.95, isbn 978-0-7864-6793-8

Mark S. Ferrara’s principle scholarly interests lie within the fields of religious studies and Asian philosophy, as indicated on his State University of New York–Oneonta English faculty page and demonstrated in his other books Between Noble and Humble: Cao Xueqin and the Dream of the Red Chamber (co-edited with Ronald R. Gray, Peter Lang, 2009) and Palace of Ashes: China and the Decline of American Higher Education (Johns Hopkins University Press, 2015). However, it is his interests in rhetoric and political discourse, cultural studies, and world literature that make Barack Obama and the Rhetoric of Hope such an insightful and pleasant contribution to the commentary on and criticism of the outgoing president. Ferrara wastes no time using his resources to contextualize the significance his study of the president has—especially as of 2008, which saw Obama being elected for the first time—by citing a Chinese proverb: “chaotic times make heroes (shi shi zao ying xiong)” (19). Although not mentioned explicitly, this proverb alludes to Obama’s inheritance of an extremely precarious geopolitical situation left festering by the Bush administration. (In fact, even though I wanted him to “go there,” Ferrara steers clear of the dangerous intricacies entwining Obama’s legacy in terms of Bush’s. The first explicit mention of Bush does not even appear until page 99.) Not only is this book a wonderful contribution to the study of American history and political science, but also it is a decidedly welcome addition to utopian studies by way of its analysis of one of the most important figures to date.

The advantage that adopting a utopian analytic in such a case study as Obama is that Ferrara liberates the conversation he seeks to facilitate from regressing into polemics and partisan politics, the kind that one sees most negatively worked out in other works on the president such as Stanley Kurts’s Radical-in-Chief: Barack Obama and the Untold Story of American Socialism (Simon and Schuster, 2010), Dinesh D’souza’s Obama’s America: Unmaking the American Dream (Regnery Publishing, 2012), and Bob Thiel’s Barack Obama, Prophesy, and the Destruction of the United States (Nazarene Books, 2012), which read into the president signs and symptoms of America’s downfall. While it is quite clear that Ferrara is a champion of Obama, it never feels as though he is hitting his reader over the head with his views. Rather, Ferrara encourages his reader to recall that, regardless of one’s political alliance, Obama ran two successful campaigns on a positive message: hope. One of the greatest strengths of Ferrara’s book resides in his skill of presenting this aspect of the president while refraining from sentimentalism and nostalgia. Instead the reader is offered a well-researched piece of scholarly labor by one of the best in the field of rhetoric and political discourse.

I came to this book as an outsider to American history, but after reading it I feel as though I have a much-improved sense of the American tradition insofar as that tradition is one rooted in idealism. Ferrara helps his reader better understand how Obama captured this idealism and utilized it in terms of his political rhetoric. “Since this is a rhetorical study,” Ferrara writes early on, “… I am grateful to be spared the burden of aligning the word with reality—a task best left to the political pundits. My interest is specifically in the evocation of a better future toward which we progress gradually, one that offers a sort of collective salvation” (14–15). Drawing heavily on Obama’s own writings—namely, Dreams from My Father (2004) and The Audacity of Hope (2008)—Ferrara exercises academic rigor and resists needless sentimentalism by skillfully integrating these popular texts into the web of political speeches and interviews that flood the information highway. Starting in chapter 1 Ferrara grounds his study of Obama’s rhetoric of hope in the Judeo-Christian religious tradition: “Images of collectivist rebellion against the evils of…

Barack Obama and the Rhetoric of Hope

McFarland
2013
204 pages
softcover (6 x 9)
Print ISBN: 978-0-7864-6793-8
Ebook ISBN: 978-1-4766-0339-1

Mark S. Ferrara, Assistant Professor of English
State University of New York, Oneonta

The historical and literary antecedents of the President’s campaign rhetoric can be traced to the utopian traditions of the Western world. The “rhetoric of hope” is a form of political discourse characterized by a forward-looking vision of social progress brought about by collective effort and adherence to shared values (including discipline, temperance, a strong work ethic, self-reliance and service to the community).

By combining his own personal story (as the biracial son of a white mother from Kansas and a black father from Kenya) with national mythologies like the American Dream, Obama creates a persona that embodies the moral values and cultural mythos of his implied audience. In doing so, he draws upon the Classical world, Judeo-Christianity, the European Enlightenment, the U.S. Constitution and Bill of Rights, the presidencies of Jefferson, Lincoln, and FDR, slave narratives, the Black church, the civil rights movement and even popular culture.

Table of Contents

• Acknowledgments
• Preface
• Introduction: Idealism and the American Mind
• One–Judeo-Christianity and the Rational Utopia
• Two–American Founding Documents
• Three–Slave Narratives, the Black Church and Civil Rights
• Four–The Legacy of Three Great Presidents
• Five–The Force of Fiction, Music and Popular Culture
• Six–Values and the Content of Character
• Seven–Constructing the Narrative Persona
• Eight–Universalism, Globalization and the Multicultural Utopia
• Nine–Rhetoric and the Presidency
• Ten–The 2012 Campaign
• Chapter Notes
• Selected Bibliography
• Index