Sugar Sun series location #9: Intramuros

In the opening chapter of Hotel Oriente, heroine Della Berget describes Manila’s Intramuros as “an old Spanish walled enclave in the style of Gibraltar, plunked down in the middle of the tropics.”

Manila-map-1902

And, in fact, that is exactly what the city’s name means: inside the walls that the Spanish built (and rebuilt and rebuilt) to protect them from those who lived outside, the Filipinos and the Chinese. Capping off the walled city was the armed citadel of Fort Santiago:

Vintage postcard of Fort Santiago mouth of Pasig River

The Spanish did leave their walls on occasion. They had to if they wanted to do anything commercial. They shopped extramuros in Binondo, Manila’s Chinatown, which was within a cannon’s shot of Fort Santiago in Intramuros. The range was very intentional, by the way. The Spanish had a love-hate relationship with their Chinese immigrant neighbors, who, in many cases, had been in Manila longer than they had. Sometimes the “hate” end of things meant firing volleys. The love-hate relationship also played out in shopping, especially on a street called the Escolta. The Spanish claimed the Escolta exclusively for European merchants, but some of those merchants were supplied by Chinese in the neighboring streets. After a full day of shopping in Escolta and a lovely evening on the Luneta, the Spanish would retreat within their walls to sleep.

Manila Cathedral vintage postcard in color

What was inside the walls? Della calls it a “Catholic wonderland”: “If she glanced up, the city was all domes, crosses, and oyster shell windows.” And no wonder: there were seven churches in Intramuros before World War II. Seven churches—grand ones, too—in a space of a mere 1/4 square mile (166 acres). It should be no surprise to you, then, if I point out that it was really the Catholic Church, via the regular orders of friars, who controlled the Philippines. This was a Crown colony in name only. The real administrators? The Dominicans, the Franciscans, the Recollects, the Augustinians, the Vincentians, the Jesuits, and more. And Intramuros was the seat of their power, where the Manila Cathedral (above) towered over the secular offices of the governor and loomed over the general’s desk in Fort Santiago.

Ayuntamiento or the Palace vintage postcard
The Ayuntamiento (City Hall, or “Palace” as the Americans misleadingly called it) was the headquarters of the civil government of the American Philippines.

When the Americans came, they used the necessary parts of Intramuros, especially Fort Santiago and the city hall (which they confusingly mislabeled the Palace, even though the governor’s—and now president’s—residence is not inside the walls).

The Parian Gate into Intramuros, Manila, Philippines. You can see the clogged moat was a health hazard.

Actually, the Americans preferred a fresh sea breeze to the cloistered staleness of Intramuros, and they began to build up the areas south of the Luneta, including Malate and Ermita (where the US embassy compound still sits).

Puerta de Santa Lucia Gate into Intramuros, Manila, Philippines, 1899. This is before the Americans filled in the moat, as it shows here it was clogged with sediment. San Ignacio Church on the left, and San Agustin Monastery is behind the wall. Public domain photo from the John Tewell</> collection.

And, in their port expansion, they would create a whole “New Luneta” in what had previously been the Bay, and this is where they would build new social establishments, including the Manila Hotel and the Army and Navy Club. After this, many Americans had few reasons to enter Intramuros at all. Too bad.

Pre-war Intramuros from Wikimedia Commons.

Nor did the Americans like the medieval air (really, stench) of the moat surrounding Intramuros. In classic American form, they turned it into a golf course.

Intramuros Golf Club photo used under Creative Commons license by Marc Gerard Del Rosario. You can see that water still exists, but as manicured ponds to trap your golf balls.

Yes, this hardly sounds very populist, but the colonial administration was not inclusive—and, to be fair, the short but challenging par-66, 18-hole course is now owned by the government and can be played by anyone for around $20 (residents) or $30 (tourists).

aerial photo of Manila destruction in World War II
This original US Army Signal Corps photograph is in the personal collection of John Tewell. Notice San Agustin Church on the top right hand corner, the only of Intramuros’s seven churches to survive somewhat intact due to the red cross on the roof. This and the Manila Cathedral are the only two (of the original seven) to remain operating Catholic churches to the present day.

Intramuros suffered most at the end of World War II, when it was the site of the last stand between the occupying Japanese and liberating American forces. The Japanese unleashed a reign of terror on the occupants of Intramuros and Manila at large, known as the Rape of Manila. The Americans, seeking to force a surrender, bombed the city into oblivion, destroying 6 of the 7 churches in Intramuros. In fact, Intramuros was such a disaster that it was ignored during the post-war rebuilding phase and has only recently started to see a renaissance of cultural, social, and commercial activities. If you are in Manila, take a tour with performance artist Carlos Celdran, and he will make you see Intramuros in a whole new light.

Intramuros Manila location in steamy historical romance Sugar Sun series by author Jennifer Hallock. Serious history. Serious sex. Happily ever after.
The Transitio commemoration with Carlos Celdran: burning prayers on the walls of Intramuros (left) and the arts festival on the grounds (right).

The Sugar Sun series locations

Want to learn more about the setting of the Sugar Sun series? Click on any of the graphics below. To find these places on maps of the Philippines & Manila, click here to go straight to the bottom of this post. Enjoy your visit!

Bais-Negros-Oriental-Location-Sugar-Sun
Sugar country founded by Spanish & Chinese mestizos in the 19th century. Come for whale sharks, stay for the pretty.
Dumaguete-Negros-Oriental-Sugar-Sun-Location
Beaches, mountains, sugar, missionaries, & sinners. This town is still one of my favorite cities in the Philippines.
Escolta-Manila-Philippines-Sugar-Sun-Location
The Fifth Avenue of old Manila, a place to buy harness and hardware, dry goods and diamonds, and more.
Clarkes-Escolta-Manila-Sugar-Sun-Locations
While you’re on the Escolta, don’t forget to get some ice cream, fresh bread, or delicious coffee at Clarke’s.
Hotel-Oriente-Manila-Sugar-Sun-locations
Learn about the real Moss & Della: manager West Smith & wife Stella of the troubled, faded glory Hotel Oriente.
Luneta-Manila-Philippines-Sugar-Sun-Location
The place to see and be seen in old Manila. Mosquito free! Then the Americans went and ruined it.
Balangiga location for Sugar Moon in Sugar Sun meaty historical romance series
This town is a case study in occupation & a name that every American should know. Essential reading for the upcoming novel, Sugar Moon.
Malecon-Manila-Philippines-Sugar-Sun-location
Where you might play, race, or even fall in love: the beautiful shoreline of Old Manila before the Americans got a hold of it.
Intramuros-Manila-Philippines-Sugar-Sun-location
A medieval walled city plopped into the tropics: complete with moat, cathedral, and cannons. What more do you need?
Fort-Santiago-Manila-Sugar-Sun-location
Named after Saint James the Moorslayer, but the most famous man to be slayed from this prison was a smart young doctor (and bestselling author) named José Rizal.
Manila-Port-Philippines-Sugar-Sun-location
See how the shoreline of Manila was changed in the first massive infrastructure project of the American Philippines.
Benguet Road location for Jennifer Hallock Sugar Moon
The Americans found a perfect place to wait out the steamy Philippine summers. But how to get there—alive?
Catbalogan-Philippines-Samar-Sugar-Sun-location
Explore this beautiful town at the center of piracy, two anti-American wars, and a grand celebration of peace.


In case you want to know where these places are:

Philippines-Sugar-Sun-series-locations-map
Most of the Sugar Sun series takes place in the Visayan Islands in the central and southern Philippines.

Manila-map-1902

Go back to the top.

Mogul and the Chinese Exclusion Act: An Interview with Joanna Shupe

Award-winning author Joanna Shupe writes the men of Edwardian era New York like no other. While some are born to the Knickerbocker Club set, others are self-made titans of industry. But whether they are from Five Points or Fifth Avenue, they are all swoon-worthy. In Mogul, one will battle a real historical injustice: the racist immigration laws of the late nineteenth century.

She never expected to find her former husband in an opium den.

Thus begins Mogul, Shupe’s last book in the Knickerbocker series. Calvin Cabot, the son of humble American missionaries in China, has grown up to become one of the most influential men in America. Even with his lucrative newspapers and powerful friends, though, can he find a way around one of the worst laws of the Gilded Age—the Chinese Exclusion Act—to reunite a friend’s family?

In this post, Joanna Shupe answers our questions about the Chinese Exclusion Act and how she came up with the idea to work such substantive history into the conflict of her novel.

Interview with Joanna Shupe author of Knickerbocker Club series of Gilded Age historical romance

What was the Chinese Exclusion Act, and how will it affect your characters?

The Chinese Exclusion Act of 1882, signed into law by President Arthur, severely limited the ability of Chinese men and women to enter the United States. It’s the most restrictive immigration policy the U.S. has ever had to date and wasn’t repealed until the early 1940s.

So why were Chinese immigrants singled out? In the 19th century, America was undergoing a massive transformation. The Gold Rush and the railroad expansion led to the need for cheap labor, and many Chinese immigrants (mostly men) were able to find jobs here. Gradually, anti-Chinese sentiment increased, polarized by a few politicians who used the Chinese immigrants as excuses for why wages remained so low. Their solution was to call for the banning of any Chinese laborer, thereby freeing up those jobs for American workers.

Starting in 1882, no Chinese laborer could enter the United States—and it was nearly impossible to prove you weren’t a laborer. Only diplomatic officials and officers on business, along with their servants, were considered non-laborers, so the influx of Chinese immigrants came to a near standstill. They also tightened the rules for reentry once you left, which meant families were separated with little hope of ever reuniting.

How effective were the Chinese Exclusion Acts at excluding the Chinese? For the last half of the 1870s, immigration from China had averaged less than nine thousand a year. In 1881, nearly twelve thousand Chinese were admitted into the United States; a year later the number swelled to forty thousand. And then the gates swung shut. In 1884, only ten Chinese were officially allowed to enter this country. The next year, twenty-six.

— “An Alleged Wife:
 One Immigrant in the Chinese Exclusion Era” by Robert Barde, Prologue Magazine, National Archives, Spring 2004, Vol. 36, No. 1.

Mogul is set in 1889, and circumstances have separated the hero’s best friend from his wife, who is still back in China. His best friend is African American, so they decide to tell politicians and the government that she is really the hero’s wife. This presents a problem when the hero falls in love with—and impetuously marries—the heroine of the story.

Racist anti-Chinese cartoons from Australia and United States illustrating Chinese Exclusion in Joanna Shupe historical romance novel Mogul.
Racist illustrations from Australia and the United States.
This sounds like a pretty sobering piece of history. What inspired you to use the Exclusion Act as a central plot line in Mogul?

I started with this idea that my hero would be discovered in an opium den in New York City, so that was where my research began. I didn’t remember the CEA from my history classes, so I was floored when I discovered it. It’s tragic and racist, and yet seems still so relevant today.

As romance novelists, we love to find conflict for our characters. I thought the CEA might be an interesting way to drive the story forward. I wanted to both highlight the xenophobia of the CEA and use the forced familial separation to craft the plot.

Anti-immigration illustrations and cartoons about Chinese Exclusion Act for interview with Joanna Shupe author of Gilded Age historical romance
From left: illustration of 1880 anti-Chinese riot in Denver; poster celebrating the passage of the Chinese Exclusion Act; photo of Chin Quan Chan and family at the National Archives.
What kind of research did you need to do on the act itself and on the Chinese-American community in general? Do you have any sources that you recommend for students and researchers?

I read quite a bit online about the CEA and the effects of the legislation. The 19th century Chinese-American community was fascinating to research. A good friend of mine is Chinese-American, and I peppered her (as well as her family) with lots of questions about the language and culture. They were all very patient and helpful.

I used mostly archives of The New York Times for tidbits about Chinatown, opium, and the Tongs, which is how I saw a mention of the game fan tan and began researching that. As with most historical research, you can fall into a rabbit hole pretty easily because it’s all so fascinating.

Uncle Sam lodging house anti-immigration cartoon from Puck leading to Chinese Exclusion Act focus of Mogul by Joanna Shupe historical romance author
Centerfold of “Uncle Sam’s Lodging House” from 7 June 1882 edition of Puck, accessed at the U.S. Library of Congress.
In a genre that some claim is about “escapism,” did you encounter any resistance to using this real history as a conflict in your book—either from editors, publisher, or readers?

I didn’t receive any resistance about this storyline, per se, but I’ve had readers tell me that they won’t read any historical set in America. The reason given is they can’t “romanticize” it the way they can with British history.

While I understand what they’re saying—after all, we’ve lived and breathed American history in school since Kindergarten—I don’t agree. We can’t assume we know everything in our history so well that we can’t learn something new or enjoy a compelling story. There’s so much history that isn’t taught—or isn’t taught well—and looking into the past gives us the clearest view of where we are today.

The Gilded Age is one of our finest eras…but also one of our nation’s low points. In each of the Knickerbocker Club books, I’ve tried to highlight some of the issues and problems as well as the opulence and wealth.

Thank you to Joanna Shupe author of Gilded Age historical romance Knickerbocker Club

 

Raise the Red Flag: Cholera in Colonial Manila

My novella Tempting Hymn is the second in my series to mention the 1902 cholera epidemic in the Philippines. The book’s hero, Jonas Vanderburg, volunteered his family for mission work in the Philippines, only to lose his wife and daughters in the same outbreak that Georgina Potter dodged when she arrived in Manila in Under the Sugar Sun. Both books give a glimpse into what people feared most in the Edwardian era. Before the mechanical death of the Great War, disease was the worst of the bogeymen. [Edited to add in March 2020: It still is a bogeyman, obviously, even though cholera is a very different type of disease than #COVID19. For starters, cholera is caused by a bacterium not a virus. Nevertheless, it matters how society approaches containment and treatment of both diseases.]

Character board for Tempting Hymn part Sugar Sun steamy historical romance series
Cholera is important backstory for Jonas, the hero of my new novella, Tempting Hymn.

My books may be historical romance, but this post will not romanticize the history. Census figures put the total death toll from Asiatic cholera in the Philippines (1902-1904) between 100,000 and 200,000 people. Even that number might be low. This strain of the disease was particularly virulent, killing 80 to 90 percent in the hospitals. The disease progressed rapidly and painfully:

Often the disease appears to start suddenly in the night with a violent diarrhea, the matter discharged being whey-like, ‘rice-water’ stools…Copious vomiting follows, accompanied by severe pain in the pit of the stomach, and agonizing cramps of the feet, legs, and abdominal muscles. The loss of liquid is so great that the blood thickens, the body becomes cold and blue or purple in color…Death often occurs in less than a day, and the disease may prove fatal in less than two hours. (A.V.H. Hartendorp, editor of Philippine Magazine)

The Yanks saw cholera as a personal challenge to their colonial ideology. They had come to the Philippines to “Fill full the mouth of famine and bid the sickness cease,” in the words of Rudyard Kipling. What was the point of bringing the “blessings of good and stable government upon the people of the Philippine Islands” if they could not prove the value of their civilization with some modern medicine?

Cholera was not a new killer in the islands, nor did the Americans bring the disease with them. Though the Eighth and Ninth Infantries were initially blamed, the epidemic probably had its roots in China in this case. As Ken de Bevoise said in his outstanding work, Agents of Apocalypse: “The volume of traffic…between Hong Kong and Manila in 1902 was so high that it is pointless to try to pinpoint the exact source.” However, just because Americans did not bring cholera does not mean that we will let them off the hook. American policies, both military and civil, may have made the course of the disease worse.

Cholera virus Edwardian medicine
Amoeba with cholera vibrio and leprosy bacillus, as pictured in the Twelfth Annual Report of the Bureau of Science in Manila, courtesy of the Internet Archive.

War weakens and disperses a population, leaving it more vulnerable to disease. In 1901-1902 General J. Frederick Bell set up “protection zones” in Batangas, south of Manila, where all civilians were forced to live in close quarters without access to their homes, farms, and wells. Once cholera hit these zones, there was no escape: 11,000 people died. Even worse, mass starvation forced the general public to ignore the food quarantine, meant to keep tainted vegetables from being sold on the market. The Americans blamed Chinese cabbages for bringing cholera spirilla to the Philippines, but the war gave the people no other choice but to eat (possibly contaminated) contraband to survive.

Inside Manila people were also quarantined—a good idea, actually. The traditional Filipino home quarantine had worked well in the past: infected homes were marked with a red flag to signal people to stay away while loved ones were cared for. [Edited to add in March 2020: This may be the equivalent of social distancing and self-isolation of those sick. In the current #coronavirus crisis, health professionals like the CDC and WHO ask that only those who need advanced care—those with a fever or difficulty breathing—go to a hospital.]

But the Americans thought bigger. They collected the infected and brought them all to centralized hospitals outside of the city—buildings that also housed a morgue and crematorium, the public noticed. According to De Bevoise, eighty percent of the time, this was the last time the family saw the patient. Despite the Manila Times portraying the Santiago Cholera Hospital as a “little haven of rest, rather than a place to be shunned,” and bragging that it was staffed by the “gentle…indefatigable, ever cheerful” Sisters of Mercy, readers were not convinced. They would do anything to keep their family members from being taken there. They fled. They hid their sick. Because cremation was forbidden for Catholics at this time, the Filipinos hid their dead.

And the disease spread.

Cholera fire Tondo Manila during American colonial regime Philippines Edwardian Gilded Age era
Burning of the cholera-stricken lighthouse neighborhood of the Tondo district, Manila, 1902, by the health authorities. Photo courtesy of Arnaldo Dumindin.

My book Under the Sugar Sun began with a dramatic house burning scene, where public health officials destroyed an entire neighborhood in the name of sanitation. The road to hell was not just paved with good intentions. It was also littered with the corpses of industrious, exuberant, and dogmatic government officials. Any houses found to be infected were burned, “because the nipa hut cannot be properly disinfected,” in the words of one American commissioner’s wife. People were forced to find refuge elsewhere in the city, carrying the disease with them. Because it was such a counterproductive policy, Filipinos thought the American officials must have an ulterior motive in the burnings: to drive the poor out of their homes, clear the land, and build their own palaces. The commissioner’s wife, Edith Moses, herself said: “Sometimes, when I think of our rough ways of doing things, I feel an intense pity for these poor people, who are being what we call ‘civilized’ by main force….it seems an act of tyranny worse than that of the Spaniards.”

American instructions to the sick were also confusing—and sometimes bizarre. Clean water was a necessity, but this was not something the poor had access to. Commissioner Dean C. Worcester claimed: “Distilled water was furnished gratis to all who would drink it, stations for its distribution being established through the city, supplemented by large water wagons driven through the streets.” But no other source mentions such bounty. In fact, as author Gilda Cordero-Fernando pointed out in her article, “The War on Germs,” in Filipino Heritage, most people treated distilled water like a magic tonic, it was so rare: “Asked whether a certain family was drinking boiled water, as prescribed, one’s reply was ‘Yes, regularly—one teaspoon, three times a day.’” Even worse, though, was this advice by Major Charles Lynch, Surgeon, U.S. Volunteers, which was reprinted in the Manila Times:

Chlorodyne, or chlorodyne and brandy, have been found especially useful; lead and opium pills, chalk, catechu, dilute sulphuric acid, etc., have all been used. With marked abdominal pain and little diarrhea, morphine should be given…Ice and brandy, or hot coffee, may be given in small quantities, and water, in small sips, may be drunk when they do not appear to increase the vomiting…cocaine and calomel in minute doses—one-third grains—every two hours, having been used with benefit in some cases.

Lead pills. Opium. Chalk. Cocaine. And “calomel”? Mercurous chloride. If the cholera doesn’t kill you, Dr. Lynch’s treatment will! Though the coffee and brandy sounds nice…

Opium children teething powder cure cholera dysentery Edwardian medicine
Dr. Moffett’s Teethina Powder, with a secret ingredient of powdered opium, claims to cure “cholera-infantum,” which is a form of severe diarrhea and vomiting. This ad is from Abilene Weekly Reflector, courtesy of the Library of Congress.

When the Americans could not control the spread of the disease, they reverted to racism and blamed the epidemic on the victims. As public health historians Roy M. MacLeod and Milton James Lewis wrote:

American cleanliness was being undermined by Philippine filth.  The Manila Times lamented the cholera deaths of “clean-lived Americans.” It identified the “native boy” as “the probable means of infection” since in hotels and houses he prepared and served food and drinks to unwitting Americans. The newspaper reminded its American readers that “cholera germs exude with the sweat through the pores of the [Filipino servant’s] skin”and that “his hands may be teeming with the germs.”

Racism advertising Edwardian Gilded Age Pears Soap
Racist Pears’ soap ads of the Edwardian era. Notice that the ad on the left borrows from Kipling’s poem, “The White Man’s Burden,” and equates virtue with cleanliness. The one on the right is even more offensive, equating cleanliness (and virtue) with fair skin.

According to the Manila Times, the Americans organized their cholera hospitals by race: the tent line marked street A was “Chinatown,” street B was for the Spanish, street C for white Americans, street D for African Americans, and E through G for Filipinos. Though trade with China had been the cholera vector, Chinese-Filipinos actually had the lowest death rate of any group, including Americans. A Yankee health official ascribed this to the fact that they “eat only long-cooked and very hot food, in individual bowls and with individual chopsticks, and that they drink only hot tea.”

The epidemic reached its peak in Manila in July 1902, and in the provinces in September 1902, before running its course. Its decline was probably due to the heavy rains cleansing the city, increased immunity among the remaining population, and a strategic call by the Archbishop of Manila to encourage Filipinos to bury their dead quickly—but Americans still congratulated themselves on their efforts. And they had worked hard, it is true: Dr. Franklin A. Meacham, the chief health inspector, and J. L. Judge, superintendent of sanitation in Manila, died from exhaustion. The Commissioner of Public Health, Lt. Col. L. M. Maus, suffered a nervous breakdown. Even the American teachers on summer vacation were encouraged to moonlight as health inspectors—for free, in the end. The wages paid to them by the Police Department were deducted from their vacation salaries because no civil employee was allowed to receive two salaries at once. (The relevant Manila Times article explaining this policy is not online, but its title, “Teachers are Losers” is worth mentioning.)

Cholera epidemic in American colonial Philippines in Gilded Age
The hope of a quick end to the cholera outbreak was dashed by July and August 1902, as shown in these three articles from the San Francisco Call, the Akron (Ohio) Daily Democrat, and the Butte (Mont.) Inter Mountain.

All their hard work might have been for nought, though. Filipino policies of individual house-by-house quarantine would have probably been more effective, had they been given the chance to work. Whipping up the population into a panic was exactly what the Americans should not have done. In the name of containing the disease, they caused the real carriers—people—to disperse wider and faster throughout the country. We all need to be on guard against such hubris. [Edited to add in March 2020: Please practice social distancing and self-isolation to #flattenthecurve. If you are not in a high-risk group by age or pre-existing conditions, please take these precautionary measures in order to protect those in your family or community who are most at risk. And stop hoarding the toilet paper. What are you going to do, eat it? Also, check out my full history of Gilded Age medicine and my favorite medical history podcasts for more information.]

I write my love stories in the middle of challenging settings like cholera fires and wars because I believe that love will find a way to grow even during the darkest of times. In the Sugar Sun series, American and Filipino characters untangle international and interpersonal conflicts to create their happily-ever-afters, even if they cannot change the larger course of history that envelops them. Along the way, they show that today’s debates over global economic integration, nation-building, military force, religious extremism—and epidemic disease—echo the scrutiny over American policy that started in the Philippines.

Featured image is of the cholera squad hired by the Americans in the Philippine outbreak of 1902. Photo courtesy of the Library of Congress.

Sugar Sun series glossary term #20: insular

Georgie looked over at the weapon Pedro still held in his hand, and she shivered. No matter how she felt about Rosa, she could not send her away with this man.

She had to figure out a way to scare Pedro off. “The Insulares will come. Soldados!”

Filipinos had been put to death for far less than waving a knife in the face of an American. What good was the Insular bogeyman if she didn’t let him out of the closet once in a while?

Under the Sugar Sun

The Insular bogeyman? Is this some strange Grimm’s fairy tale you haven’t heard of? Oh, no, it is something far more insidious: it’s a euphemism, a legal one.

Euphemisms were a whole new tongue spoken in nineteenth-century America. In fact, I should not even say “tongue” because it could give you all sorts of salacious ideas. English naval captain Edward Marryat got in trouble for asking a female companion if she had hurt her leg when she had tripped, and he was informed that proper Americans did not use that word (leg). “Limb” was specific enough, thank you very much.

So, if you cannot say leg, you probably cannot say colony. No, the word colony does not have sexual undertones—at least, not that I know of—but it is still a troubling word for a formerly rebellious colony founded upon Enlightenment ideals of self-determination and personal liberty. What, the United States an empire?

Even Thomas Jefferson admitted it was—though he called it an “empire of liberty” that would expand westward and check the growth of the British menace, beginning with the 1803 purchase of Louisiana from the French. Jefferson wrote to James Madison: “I am persuaded no constitution was ever before so well calculated as ours for extensive empire and self-government.” He saw no irony in defending, in the same breath, the right of self-government alongside the right to empire. In fact, he (like many today) believed that America’s democratic history, transparent legal system, and free market economy made it especially suited to transform the world for good and fight barbarism: American exceptionalism.

Out-of-copyright map of the American frontier.
Out-of-copyright map of the American frontier.

In the resulting growth of (mostly white) settlements across the North American continent, the word “empire” was avoided. These were “territories” along America’s “frontier”—territories on their way to statehood, a distinction that was not granted to later acquisitions. According to Frederick Jackson Turner, the frontier helped preserve liberty and egalitarianism through free access to land (by taking it from Indigenous Americans) and preventing a landed aristocracy from developing (Gilded Age, anyone?). Out on the frontier, any (white) man could make something of himself, as long as he survived.

(If none of this sounds truly democratic, you’re right. You’re not the first modern reader to notice, trust me. As even Mark Twain wrote in 1901: “The Blessings of Civilization are all right, and a good commercial property; there could not be a better, in a dim light.” [Emphasis mine.] Don’t look too closely, in other words.)

Back to our discussion of “territories.” In the Treaty of Paris ending the Spanish-American War in December 1898, the United States purchased the Philippines, Puerto Rico, and Guam from Spain. While the western frontier had expanded slowly enough to look like natural growth, this acquisition came in one fell swoop. What makes a piece of land a colony for Spain and not a colony when purchased from Spain by America? Good question.

Illustration (and featured image above) from an 1898 E. E. Strauss advertisement. Notice the spelling errors?!

Imperialists wanted a new word: insular. Geographer Scott Kirsch commented that the choice insular reflected “novel anxieties over America’s new place at the seat of an interconnected global empire.” It fit for three reasons:

First, these new possessions were islands, and the primary definition of insular is “of or pertaining to islands.” What a great way to differentiate the Philippines, Puerto Rico, and Guam from the continental territories. Interestingly, though, Hawaii will not become an insular territory, despite being a cluster of islands. Instead, in the midst of the Spanish-American War, Hawaii had been enthusiastically annexed by Congress, an about-face since the country had rejected that opportunity only five years previously. A lot had happened in those five years, as you can read here. And if Hawaii didn’t count as insular, there had to be more to the word than just geography.

A second meaning of insular is “Detached or standing out by itself like an island; insulated.” This is where the word becomes perfect for how America wants to see its new acquisitions, particularly as relates to the Philippines. In the “scramble for the Pacific,” America had found itself left out of China. Secretary of State John Hay would address this particular issue in the Open Door memos, asserting the right of all nations to trade freely and equally in China. But the truth was that the US did not want to get too involved in China. It wanted the benefit of a Pacific entrepôt without being too Sinified.

Manila had been the Spanish answer to cashing in on China while simultaneously insulating themselves from China, and the Americans thought it a brilliant idea. In a 1902 National Geographic article by the Honorable O. P. Austin, the Chief of the Bureau of Statistics of the Treasury Department, Manila would become the channel through which all of this wealth would pass, an off-shore customs and clearinghouse for goods bound for the United States. With the 1902 extension of the Chinese Exclusion Act—extended now to exclude Chinese from the Philippines, too—our new insular possessions would not be a conduit for people, just money. According to Scott Kirsch, this “coupled the virtues of proximity to Asia with a distinctive sense of separation from it.”

The insular plan of O. P. Austin.

Because, really, America wanted to be insulated from their own empire. This is the third reason the term insular fits so well. The definition of a colony is “a body of people who settle in a new locality, forming a community subject to or connected with their parent state.” This implies spreading both people and ideas to the new lands. Americans were willing to do the latter. In fact, President William McKinley asserted the idea of “benevolent assimilation”—that “we come not as invaders or conquerors, but as friends, to protect the natives in their homes, in their employments, and in their personal and religious rights.” Americans spread their language, their pedagogical ideals (see posts on Thomasites and pensionados), their sanitation principles, their political administration, and their products (Spam, anyone?) to the Philippines with gusto.

1899 Judge cartoon of Uncle Sam to Filipinos: "You're next."
1899 Judge cartoon of Uncle Sam to Filipinos: “You’re next.”

But most Americans did not intend to settle in the Philippines permanently, which meant that it was not a colony in the true sense of the word. They meant to fashion Filipinos as Americans and leave, hence the emphasis on shaping the educational system with an eye toward self-replication. Even anti-imperialists like William Jennings Bryan, the failed 1900 Democratic candidate for president, felt this way. He wanted to close the door to Asian immigration, and during the debate about Chinese exclusion, he wrote:

“Let us educate the Chinese who desire to learn of American institutions; let us offer courtesy and protection to those who come here to travel and investigate, but it will not be of permanent benefit to either the Chinese or to us to invite them to become citizens or to permit them to labor here and carry the proceeds of their toil back to their own country.”

He felt the same about the Japanese and all other Asian races. His article is a defense of exclusion and intolerance: “It is not necessary nor even wise that the family environment should be broken up or that all who desire entrance should be admitted to the family circle. In a larger sense a nation is a family.” Bryan’s English and Irish ancestors had immigrated two hundred years earlier, so you can pardon him for forgetting that he was an immigrant, too. But he was typical in wanting to turn off the tap, and a colony would not have permitted that insularity as easily.

The San Francisco Call announces the extension of the Chinese Exclusion Act in April 1902.

This was not just about race, though. Americans wanted the Philippines to remain politically and economically separate. Eventually, one had to ask as the United States grew bigger: does the Constitution follow the flag? If the people of the Philippines, Puerto Rico, and Guam are living under American government, should they have the rights of American citizens? A longer treatment of this topic is handled here, but the short answer for the Philippines was no. The Insular Cases in the United States Supreme Court maintained that the Philippines was an unincorporated territory, and while its citizens had natural rights, such as religion and property, they did not have full political rights, nor citizenship. This was an easier line to skirt when the government ruling the Philippines was part of the Bureau of Insular Affairs in the War Department, not a Colonial Office. Labels do matter.

And strangely William Jennings Bryan, no friend of the Asian immigrant in general, actually pointed out the inconsistency of Americans flooding the Philippines while not allowing the same in return:

“If…the Filipinos are prohibited from coming here (if a republic can prohibit the inhabitants of one part from visiting another part of the republic), will it not excite a just protest on the part of the Filipinos? How can we excuse ourselves if we insist upon opening the Philippine islands to the invasion of American capital, American speculators, and American task-masters, and yet close our doors to those Filipinos who, driven from home, may seek an asylum here?”

Bryan’s solution was immediate independence for the Philippines, but the Supreme Court had a different solution: the Philippines, Puerto Rico, and Guam were not a part of our republic. Insular was not inside. The justices bent over backward to draw the distinction that Americans wanted, even if they essentially made up law to do it. Since both imperialists and anti-imperialists both agreed, in the words of Andrew Carnegie, that “Americans cannot be grown [in the Philippines],” no one complained that the court had exceeded its mandate. The insular designation stuck.

Escolta, the business district of Manila, on July 4, 1899.

Another benefit of insular territories was that free trade need not be extended right away—especially if there were concerns that the islands might compete too well in certain key industries, like sugar and tobacco. It was favorable for American producers to keep them out. While American goods could enter the Philippines freely—because Americans in the Insular Government set Philippine trade policy—Filipino goods were taxed both leaving the Philippines and entering the United States because the U.S. Congress set American trade policy. That was the beauty of the insular cases.

December 1898 Puck cartoon shows Uncle Sam welcoming world trade in his off-shore entrepôt.

When I teach my course on America in the Philippines, students who have at least read the course description know that the United States had its own empire—but surprisingly few adults do. They might know about Guam or Puerto Rico, and they might even call these “territories,” but if you ask them the difference between a colony and a territory, they do not have a good answer. And I do not blame them because America’s “insular” language has left its citizens deliberately insulated from clarity.

I do not think Filipinos are confused, though. They easily call the years between 1898 and 1934 the American Colonial Period, and many would also include the 1934 to 1946 Commonwealth Period (not counting the Japanese occupation of 1941-1945).

Unfortunately, if we Americans do not take a hard look at our history, we are doomed to repeat our mistakes and therefore reinforce the (mis)perceptions others have of us. One of my goals in writing the Sugar Sun series was to bring this history to a general public—along with some sex, drugs, and violence to really sell it. I love romance, so it was my medium of choice, but the Philippine setting, diverse characters, and political undertones are all part of my historical mission.

The Person Sitting in Darkness is almost sure to say: “There is something curious about this–curious and unaccountable. There must be two Americas: one that sets the captive free, and one that takes a once-captive’s new freedom away from him, and picks a quarrel with him with nothing to found it on; then kills him to get his land.”

— Mark Twain, “To the Person Sitting in Darkness,” 1901

Featured image of “The man behind the gun will settle this war,” from Puck.