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44 pages 1 hour read

Octavio Paz

The Labyrinth of Solitude

Nonfiction | Essay Collection | Adult | Published in 1950

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Chapters 4-6Chapter Summaries & Analyses

Chapter 4 Summary: “The Sons of La Malinche”

The fourth chapter, “The Sons of La Malinche” examines Mexican ambivalence about the colonial past. Mexicans, like all marginalized people, struggle against an oppressive reality. Rather than a cruel regime or unjust laws, the central thread of Mexican struggle has always been a struggle with their own history, an unconquerable, internal enemy. This struggle plays out in curse words like la chingada and chingar. Etymologically, these words are linked to tearing, breaking open, and violation; “Chingar, then, is to do violence to another. The verb is masculine, active, cruel: it stings, wounds, gashes, stains” (77).

While Spanish curses are typically blasphemous (reflecting a transgression of an essentially Catholic culture), Mexican curses like chingar and chingada are focused on sadism. This difference reflects the central view of social relationships as “combat” and violence that is common among Mexicans: either you are the violated or you are the violator. This curse expresses a view of the world as brutal and violent. It also expresses discomfort about the potentially violent dimension of the sexual act from which all people originate. The ultimate significance of these terms, however, is their ability to express the tension between “the open” and the “closed,” the longing for communion and the desire for solitude. The degraded, “opened” Mother is the flip side of the aggressive, dominating “macho” Father (80). This significance plays out in Mexico’s cultural memory of the real, flesh and blood violations of indigenous peoples at the hands of the Spanish. La Malinche, the native woman who submitted to Cortez and bore him a son, is la chingada par excellence. She is both victim and betrayer, both accursed and curse. Insofar as they are products of colonial violence, all Mexicans are, metaphorically “sons of La Malinche,” Paz suggests. Liberal reform efforts have sought to deny this hybridity, seeking to forge a Mexico that is neither Spanish, nor indigenous, rather than a troubled synthesis of both.

Chapter 5 Summary: “The Conquest of Colonialism”

“The Conquest of Colonialism” is the fifth chapter of Paz’s work, and it extends the theme of Mexico’s struggle with the past into an analysis of the role of Aztec and Catholic religion before, during, and after the conquest. In the years leading up to the conquest, the Aztecs had been slowly conquering cities throughout the region and integrating them into the Empire. Theirs was a theocratic society, so an essential part of the assimilation process was a theological synthesis which could re-interpret peculiarities of local beliefs according to the religion of the conquerors, or “superimpose” the latter upon the former. The same process would occur when the Aztecs surrendered to the Spanish, believing their arrival to signal the flight of the gods and the dawning of a new age (94). Locals adopted Catholicism from the Spanish, still retaining traces of their old beliefs (e.g., in veneration of Christ that seems to associate him with the Aztec deity Quetzalcoatl). Catholicism had become highly formulaic and rigid by this time, offering no room for individual expression. Even though they were at the bottom of a racial caste system, indigenous people received a structure and a sense of “communion” from Spanish Catholicism that they had lost when the Aztec world collapsed (105-106).

Great intellects and artists could not survive in the stifling air of Catholicism in New Spain however, Paz claims. Such New Spaniards were filled with energy, vitality, and creativity, but they could not express themselves adequately within the culture and language of Catholicism. One example of such a great individual is Sor Juana, whose philosophical poem “First Dream” marks one of the most heroic attempts within Mexican Baroque to forge a great poetic, intellectual, and religious synthesis, Paz notes. Her work takes place at a crisis point in Mexican culture: she is trapped between living religious feeling and dead, exhausted forms of a religion which provided no spiritual succor (109). She was, Paz writes, “Superior to both her society and her culture” and was thus alienated and stifled by it (116). Sor Juana would, in the end, be a “melancholy recluse.” She became “an expression of the colonial order that simultaneously condemns it” (116).

Colonial Spain provided structure and form, but did so at the cost of individuality, creativity, and innovation. In the 19th century, Mexicans would attempt to forge a different identity by breaking with the legacy of passively conquered peoples and the stifling effects of a rigid religious orthodoxy. They would do so by trading the universalizing of the Catholic church for the equally universalizing project of European rationalism.

Chapter 6 Summary: “From Independence to the Revolution”

The policies of King Charles III sparked the Independence movement in New Spain and set the trajectory for a long history of political tumult in the lands that would become Mexico (118). The Independence movement was largely aristocratic in South America. Mexico’s “Revolution of Independence” was, by contrast, a “class war,” Paz states. It pitted agrarian peasants against the aristocracy” (123). This led to a shifting set of tense alliances between liberal, insurgent, and conservative forces in the decades that followed the Revolution, a loss of territory due to the United States’ land grab in the opportunistic Mexican-American War, and throughout, a series of radical shifts in political regime. A liberal constitution was established in 1857 for instance, but it would only last a few years. Mexican nobles, with the support of European forces, would install the Austrian archduke Maximillian I as the emperor of the Second Mexican Empire in 1864. The republic was restored under the leadership of President Benito Juarez, and Maximillian was executed for treason against the Republic in 1867. Many promised liberal reforms did not materialize, however.

In 1876, Portofirio Díaz established a dictatorship when he took control of the presidency; under this regime, policy was based on the tenets of “Positivism,” a philosophical position developed by French sociologist August Comte, which insisted that government run on principles of natural selection or “survival of the fittest. Catholicism had offered communion but no room for individual expression. Liberalism promised individual freedoms but destroyed traditional paths to communion. Positivism, Paz says, offered nothing. It neither assuaged the guilt of its rulers, nor promised any higher meaning or purpose to the common people. The Mexican Revolution was an “explosive” attempt to cast off Díaz’s regime, Paz claims, but it had no clear ideological bearings and was comprised of various competing factions (e.g., the liberals, the conservatives, the Zapatistas, to name a few). In the end, a new liberal constitution was established in 1917, but this was also a “mask” to cover a lack of clear Mexican identity. The Revolution, Paz explains, expresses the “dialectic” of solitude and communion: Seeking to transcend their solitude and attain communion, Mexicans mounted a revolution but, without a clear sense of historical direction and community, slipped back into a state of solitude (147).

Chapters 4-6 Analysis

Paz’s opening chapters involve the identification of a fundamental problem of individual human existence and slowly broadens focus, transitioning from an existential analysis of individual human life to a historically situated “type” (the pachuco), into a discussion of social and sexual relationships in Mexico, and finally the function of the fiesta for larger Mexican communities. Chapters 4, 5, and 6 further broaden the scope of Paz’s analyses. Paz shifts to a more concrete interpretation of Mexican historical events. Over the course of these investigations into colonial violence, religion, and the Mexican Revolution, Paz shows how Mexican history is characterized by the tendencies expounded in the opening chapters. Throughout, Paz engages with ideas drawn from the writings of the nineteenth-century German philosopher and economist Karl Marx, as well as early twentieth-century Austrian physician and founder of psychoanalysis, Sigmund Freud.

Mexicans retain a certain mystique which both attracts and repels outsiders, according to Paz (65). Like peasants in the eyes of urbanites, or women in the eyes of men, they seem to harbor a secret wisdom or power in virtue of their marginal position. This is only possible due to the relative lack of industrialization in Mexico in the mid-twentieth century. Contemporary workers are marginalized, but they are like cogs in a machine. Evoking Karl Marx, Paz sees this as leading to an “abstraction” of labor and an “alienation” of workers from the products of their labor. Both their activities and products are standardized, and they lose their individuality. When Mexico becomes a fully industrialized nation, its mysterious and alluring contradictions will be resolved through the process of abstraction to which capitalism subjects all life. For the time being, however, Mexicans are not “workers” in the sense of industrial capitalism, due to a lack of overall industrial development in Mexico. They thus retain their contradictory tendencies and share an affinity with all marginalized peoples. It is thus that Mexican malaise is not relegated to the lower classes but affects all Mexican social strata. Like marginalized peoples the world over, Mexicans struggle against an oppressive reality. Rather than a concrete set of racist or classist institutions however, Mexicans struggle against the “internal” enemy of their own historical past, Paz claims.

The Mexican curse chingar serves as an index of this struggle which begins with the “tearing” open of the Mesoamerican world by the Spanish conquistadores. Chingar thus evokes a violation, usually sexual, and summarizes the Mexican view of the world that stems from the cultural memory of coloniality: one is violator or violated, humiliated mother or cruel father. Mexicans are deeply ambivalent, even tortured, by the violent and cruel origins of their nation in the Spanish Conquest: “The question of origins, then, is the central secret of our anguish” (80).

Paz’s use of metaphors of maternity, paternity, and childhood in this connection suggests a parallel between the historical origins of Mexican identity, on the one hand, and the original solitude of human beings (described in Chapter 1 and, later, in Chapter 9) on the other. The “birth” of Mexico is linked to both real and figurative violence and a figurative separation of indigenous peoples from the “mother” of their native culture, Paz suggests. The relative homogeneity of Mesoamerican culture is “torn” or “opened” by the violence of a domineering, aggressive “father” in the form of the Spanish Conquistadores. An important subtext here is the “oedipal” dynamic of mother, father, and child. According to Freud, the mother is the original object of a child’s erotic satisfactions and affection. The father is a competitor for the mother’s attention, and the child begins to develop a violent reaction against him, though it is helpless to act upon these urges. In the end, this process is resolved when the child identifies with the father and internalizes the prohibition of the mother.

In Mexico, popular Catholic piety turns to the comforting “mother” of the Virgin of Guadalupe. Mexican machismo, by contrast, identifies with the father as a cruel, domineering torturer of the mother figure. It is tempting then to extend the Freudian themes implicit in Paz’s reading of Mexican history: colonial violence parallels family violence, even rape, and prevents a resolution of the oedipal conflict. Mexicans understand their “hybrid” identity, a mixture of indigenous and European culture, as reflecting their origins in this violation.

In the centuries that follow, Mexico trades out various ideological “masks” through which it denies its hybridity, attains an authentic identity, and, in the same gesture, realizes a path toward meaningful communion. None of these ultimately succeed. As Paz, details in Chapter 5, Catholicism is the first of these, and it serves to replace the “universal” vision of the Aztec indigenous tradition. Catholicism too offers a universal vision of humanity and its place in the cosmos, but is too dogmatic, ossified, and old to endure as an official ideological standpoint in Mexico. Its form is not adequate to the vitality and dynamism of the greatest spirits of Mexico, such as Sor Juana, whose eventual resignation and melancholy both express the realities of the colonial order and finally condemn it (116).

The anguished longing for communion and the struggle against the inauthenticity of these masks led to a revolution, which parallels the explosive violence and formlessness of the fiesta. Again drawing from Karl Marx—who theorized history was a struggle between the classes that control wealth and those that generate it—Paz claims that Mexico was distinct from other South American nations in that its independence movement was a “class war” from the outset (123). The tensions between liberals, radicals, and conservatives meant that Mexico traded one universalizing mask for another over the years: first liberalism, with its view of the universal rationality of human beings, then positivism, with its view of political life as “survival of the fittest,” according to Darwinian evolutionary principles. When the revolution finally arrived in the early twentieth century, it was a fiesta on a massive scale: Mexico still had no clear ideological direction, but it needed an escape from the fetters of the masks which had driven it into deep, alienating, and stifling solitude. Like the fiesta, the revolution was only a temporary relief from solitude.

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