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managing editor
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humanities
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social sciences
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natural sciences
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Dear Readers,
We live in a world of constant change, where an unyielding flow of innova-
tion forces existing systems to adapt, often in the face of significant resis-
tance. How do we measure the impact of new developments in technology,
business, politics, and scholarly methodology? Is the process of transform-
ing from old to new unequivocally good? Throughout history, these ques-
tions have arisen whenever a period of rapid shifts approaches. However,
they take on greater importance in our 21st century context, characterized
by changes in all arenas at unprecedented speed. Simultaneous revolutions
in multiple facets of human life challenge our understanding of what it
means to live in relation to one another. This issue of Elements explores the
implications of disruptive innovation in a variety of contexts, in an attempt
to reconcile the vestiges of the past with the realities of the present.
We seek to present the process of 21st century evolution as it unfolds in di-
verse arenas. “Uber Takes the Passing Lane,” our cover article, provides an
in-depth analysis of a disruptive innovation that increasingly permeates
daily life for urban residents. Author Allison Schneider examines the ripple
effect of Uber’s arrival in the taxi-livery market and its potential conse-
quences at the macro and micro levels, from shifts in regulatory structures
to new frameworks for employee-employer relations. Doyle Calhoun invites
linguistic scholars to consider renewed theoretical frameworks through his
efforts to decode “A Grammar of Punctuation in Poetry.” Allyson Tank
draws us to “A Biological Arms Race” in the sciences that could shed new
light on our understanding of lentiviral resistance. In contrast to these ex-
amples of transformations occurring in our cultural moment, Alec Walker
offers a historical perspective on the social forces that provide an impetus
for new ideas in “Dissent in the Wirtschaftswunder,” an exploration of the
1968 German student movements. Together, this set of articles reminds us
that change is a constant in human life, a force that touches us in uncount-
able ways.
Even as disruptive innovation transforms some fields beyond recognition,
lingering remnants of obsolete structures inhibit essential changes in oth-
ers. Catherine Larrabee describes how such “Inherited Injustice” allows the
vertical transmission of HIV/AIDS to endure in India. In “Latino Masculin-
ity,” Maria Vazquez brings Larrabee’s concern for social stigmas stateside as
she attempts to dissect the influence of cultural stereotypes on college com-
pletion rates among first-generation Latinos. Featured author Olivia McCaf-
frey goes beyond the symptoms of stagnation to root causes in her analysis
of voters who are “Neither Red Nor Blue,” the Massachusetts voters for
whom the big tent, two-party system no longer suffices as an expression of
political ideology. Through their examination of social systems struggling
to adapt to 21st century circumstances, these three pieces highlight the risks
inherent to resisting change.
This issue of Elements marks the integration of disruptive innovations in
our own publication process. We are now operating under a Creative Com-
mons license, meaning that articles published in Elements are non-exclusive
and may be shared and cited, with attribution, by readers worldwide.
Through a partnership with Boston College University Libraries, Elements
debuted a live, open access e-scholarship website this semester, which
houses an archive of all past issues of the journal and will serve as a hub for
our future publications. In combination with our indexing with the Library
of Congress as a print and digital journal, these advances represent a new
phase in Elements’ maturation as a publication. As we close our first decade,
we continue the traditions of academic excellence, intellectual diversity, and
integrity initiated by our founding members and look ahead to the digital
future of scholarship at the university. I invite you to explore our print edi-
tion, a legacy to which we remain devoted, and then to browse our digital
book, an innovation we welcome. Happy reading!
Best,
marissa marandola
Editor in Chief
editor’s note
contents
UBER TAKES THE PASSING LANE:
DISRUPTIVE COMPETITION AND TAXI-LIVERY SERVICE REGULATIONS
Allison Schneider
Reflecting on how municipal regulatory structures thwart disruptive competition in the ride-sharing market.
11
24
31
42
49
A GRAMMAR OF PUNCTUATION IN POETRY:
MODERN COMPUTATIONAL LINGUISTIC PERSPECTIVES
Doyle Calhoun
Decoding the language of punctuation and its relevance to literary studies and textual criticism.
LATINO MASCULINITY:
UNDERLYING FACTORS IN COLLEGE PERSISTENCE LEVELS
Maria Vazquez
Dissecting the intersection between Latino culture and college completion rates among first-generation males.
DISSENT IN THE WIRTSCHAFTSWUNDER:
HISTORICAL MEMORY AND THE GERMAN STUDENT MOVEMENT
Alec Walker
Examining the 1968 youth backlash against West Germany’s ambiguous relationship with its fascist heritage.
A BIOLOGICAL “ARMS RACE”:
APOBEC3F DIVERSITY AND ITS INFLUENCE ON LENTIVIRAL RESISTANCE
Allyson Tank
Investigating the genetic diversity of Old World primates and its implications for selective pressures on host
proteins.
AUTHOR BIOGRAPHIES
LIST OF ARTWORK
82
72
64
100
102
CARTOGRAPHERS IN THE CARIBBEAN:
ECONOMICS AND MAPPING IN THE COLONIAL NEW WORLD
Benjamin Shapiro
Charting European perceptions of their Atlantic holdings through the Jefferys West India Atlas.
PERFORMING REDEMPTION:
METZIAN THEOLOGY IN THE ART OF KENDRICK LAMAR
Evan Goldstein
Positioning the harsh reality of Lamar’s good kid, m.A.A.d city within Johann Baptist Metz’ theory of salvation.
NEITHER RED NOR BLUE:
THE INFLUENCE OF INDEPENDENT VOTERS IN MASSACHUSETTS
Olivia McCaffrey
Exploring the increase in significance of unaffiliated voters in the Commonwealth of Massachusetts.
91 INHERITED INJUSTICE:
STIGMA AND GENDER DISCRIMINATION AS BARRIERS TO AIDS PREVENTION
IN INDIA
Catherine Larrabee
Exposing how the remnants of the caste system perpetuate vertical transmission in India’s AIDS crisis.
it is rare that municipalities have the opportunity to remake a significant portion of
key infrastructure, and to do so without significant cost burden on the citizens.
the advent of uber and similar entities that have moved the ride-sharing concept
into the 21st century provide that unique chance in the public transportation arena.
however, cities such as los angeles, new york, and chicago are responding to uber as
a threat to established taxi-livery services and their accompanying regulatory struc-
tures rather than an opportunity for modernization. in order to capitalize on this
transformative moment, cities and governments must rethink and address decades-
old rules, regulations, and entrenched interests. the benefits to and acceptance by
the public that surround the ride-sharing movement are unprecedented. whether
today’s politicians and regulators have the courage and foresight to embrace this
fundamental change will determine the long-term success and the meaningful evo-
lution of our national transportation network.
uber takes the passing lane
Disruptive Competition and Taxi-Livery Service Regulations
allison schneider
Technology has transformed much of our ingrained way of
life. We no longer watch television at designated times or
on predetermined days. We are no longer attached to a wall
when making a phone call, and we no longer depend upon
paper maps to guide us to our destinations. Similarly, the
taxicab industry, an urban institution that dates back at
least one hundred years, is being disrupted by the combi-
nation of smartphones, robust wireless connections, and
ever-growing social networks.1 The requirement to “hail a
cab” or make a pre-determined appointment with a black
car service has begun to diminish thanks to a new com-
petitor that leverages the latest technology in order to by-
pass and streamline those requirements.
The most successful player in this compensatory
ridesharing space is known as Uber.2 Founded just five
years ago, Uber now operates in more than forty countries
and two hundred cities around the globe.3 Uber has
rethought the entire transportation process, from initiating
and completing a transaction, to the ride itself, to even the
customer’s experience of the drivers and the cars they use.
Acceptance has been extraordinarily successful, and as a
result, has caught the attention not only of entrenched
competitors, but also of those charged with regulating an
industry that has changed only incrementally over the last
several decades.4
Any industry so deeply established in urban life, when
challenged, raises significant questions regarding the way
forward. Traditional transportation providers largely oper-
ate on the basis of a regulated oligopoly through the issu-
ance of medallions, or franchised licenses, and are subject
to a complex set of regulations. Those investments are up-
front and based upon the value of limited competition.5
However, they now face largely unregulated competitors
who have limited oversight, minimal investment, and no
requirement to pay upfront or as a percentage of their rev-
enues for the right to operate. Regulators are now charged
with oversight of minimum standards of operation, safety,
vehicle selection, insurance requirements, and ensuring
service areas that meet community requirements. Because
Uber operates in a regulatory grey area, however, local of-
ficials have found that their powers of oversight are some-
what limited and have not kept pace with this dramatic
change in service delivery.6 Therefore, they must deter-
mine the correct path toward the exercise of their office
with respect to a business that does not fit into the existing
regime of rules and regulations. As small and even large
businesses, taxi and livery providers must discern whether
the model is still viable and determine the long-term im-
pact on the valuation of investments.7
From the standpoint of a municipality, the issue becomes
a deeper financial question as well. Because the livery in-
dustry operates in the public right of way, the money de-
rived from a right to operate is a meaningful source of
municipal revenue. Since competition diminishes the val-
ue of these licenses, the municipality has a vested interest
in protecting the status quo.8 The political implications
have become somewhat clouded as it is citizens who have
taken Uber from start-up to its current success. The bal-
ance between preserving the institution and giving the
constituents what they want is tenuous at best.
overview
This research paper explores a relatively new and disrup-
tive social and economic force in major metropolitan ar-
eas. Ridesharing services such as Uber not only present a
new competitive force in the marketplace, but also chal-
lenge the fundamental underpinnings of a long estab-
lished regulatory framework. As a technological phenom-
enon, Uber goes further, changing the way its customers
use and pay for transport services. By putting dispatch
services directly in the hands of the consumer and break-
ing down barriers to entry, Uber has truly exploited the
“social network” in a unique way.9
In order to understand and fully explore the integration of
the opposing forces, this paper will look at the impact of
this new transportation concept from the standpoint of
each of the key players. In order to set a historical back-
ground, I will first explain Uber’s structure and why it be-taxis in new york (courtesy of wikimedia commons)
12
elements : : fall 2015
lieves it can operate outside of the regulatory environment.
Additionally, I will analyze the legacy taxi and livery busi-
ness, reviewing its economic, operating, and regulatory
underpinnings to determine its strengths and weaknesses.
I will further explore the motivating factors in the response
to the new competition in an otherwise exclusive franchise
environment.
As the research has revealed, a large portion of what moti-
vates the taxi and livery business is a strict and complex
regulatory structure. One might say that this business is
truly an extension of the municipal transportation system
that it serves. As a result, it is crucial to understand this
framework and its political motivations both from a public
policy and economic point of view. The municipal re-
sponse has varied from passive to legislative to legal, each
seeking to deal with the opposing forces while appeasing a
growing number of ridesharing customers whose patron-
age is growing rapidly. For example, while Uber is a private
company with limited public information, app research
firm 7Park estimates that Uber’s transaction growth is up
over 400% with sales growth over 250% during 2014,
through November 15.10
It is this popularity among consumers that has made this
issue so dynamic. Although there is always someone
“looking to develop a better mousetrap,” the Uber service
has turned a decades-old business on its ear. And while it
is important to understand what fuels this acceptance, it is
also crucial to account for the ancillary benefits of this new
urban transportation system. After exploring this, I will
then lay out the case for Uber’s ridesharing business con-
cept, not only in terms of the economics, but also of the
coincident benefits that impact users, providers, and com-
munities in ways not originally contemplated.
Finally, I will draw conclusions based on research and his-
torical precedents as they relate to current activity. One
must draw these determinations, however, with the under-
standing that this experiment in alternative transportation
is still somewhat in its infancy. The competitive responses
are still muted, the regulatory framework is in a state of
flux, and perhaps most importantly, the customers and
drivers who use and deliver the service are still “inventing”
its full application.
My conclusions will focus on the reality that competition
in the taxi business has become a permanent part of the
urban transportation network. They will center on provid-
ing incentives to traditional providers so that they are en-
couraged to upgrade and modernize their operations and
technology. In addition, I will recommend minimum op-
erating standards for all providers so that all participants
act in the best interest of the customer and for the better-
ment of the network. Finally, I will explore and ultimately
reject any notion of directly compensating legacy license
holders in order to protect their initial investments. In-
stead, I will conclude that traditional providers have a first
mover advantage, an operating history, and the unique
public center access to compete effectively, and as such,
their ultimate success should be tied to that end.
what is uber?
Uber, along with its smaller competitors, Lyft and Sidecar,
is a ridesharing service that uses smartphone applications
to connect riders and drivers. This system eliminates the
concept of calling a dispatcher or hailing a taxi on the
street. No cash is exchanged with the driver; rather, a cred-
it or debit card stored in the application pays Uber, which
then transfers the funds to the driver. The transaction on
both sides is swift and elegant. Both the passenger and
driver know the economics before the ride begins as it is
calculated based on time, distance (provided by GPS), and
demand (a so-called dynamic pricing model).11
Potential riders can use their application to track the
location of the driver, as well as his/her timing and
approach to the pickup location. Similarly, the driver can
easily locate the passenger in order to determine the most
efficient approach. In complex urban environments with
many one-way streets and minimal stopping and standing
zones, this can be an invaluable tool. Once the ride begins,
each driver uses a standard smartphone (provided by
Uber) to determine the most efficient route, taking into
account traffic, construction, special events, and other
“Although there is always someone ‘looking to develop a
better mousetrap,’ the Uber service has turned a decades-
old business on its ear.”
13
uber takes the passing lane
known obstacles along the route. As there is no tipping
involved, passenger and driver can make a quick and
convenient exit.
Each of these features stands in stark contrast to the tradi-
tional taxi service, which requires a transaction of cash or
credit in the vehicle, calculated at the completion of a ride.
The driver, without an objective measure of efficiency, de-
termines the length and route of the ride. Further, there is
no convenient way to track a taxi (even if it is obtained
through dispatch) or for the driver to determine the pas-
senger’s exact location.
Uber’s service also includes a self-monitoring feature not
found in the traditional taxi: a driver and passenger review
program. After each ride, the passenger is prompted and
encouraged to rate their experience. Each phase, from
pick-up to drop-off and from vehicle to driver, is rated for
quality and efficiency. At the same time, drivers have an
opportunity to report passengers who are problematic or
present challenges to the system. This provides instant
feedback that allows Uber to leverage its network and deal
with consistently subpar service, as well as maintain an
ongoing relationship with a customer base that is spread
among diverse geographies, communities, and cultures.
As a relative newcomer to the marketplace, Uber has
sought to establish credibility for safety and reliability,
especially given the unique personal relationship each
transaction provides. Most recently, Uber has sought to
solidify its background check standards for drivers, an area
of concern for municipalities and passengers alike. To that
end, Uber hired the consulting firm Giuliani Partners (led
by the former Mayor of New York, Rudolf Giuliani) to
review the processes and procedures as well as the
minimum standards. Giuliani’s report draws some early
conclusions: “Uber is on track to complete more than 2
million background checks in 2014 … Uber is setting the
safety standard in the ride-sourcing industry.” Giuliani
further notes, “The normal background check by many
taxi services in major cities is a 3-5 year background check
compared to Uber’s 7 year check … multi-dimensionally
[is] more thorough … blazing new ground in a quickly
evolving industry.”12
When it comes to stepping into a vehicle, insurance is al-
ways top of mind. Uber provides insurance coverage for
trips in the amount of $1,000,000, which is triggered for
driver, vehicle, and occupants from the moment a driver
accepts a trip.13 This coverage is consistent across each city
that is serviced by Uber and is nearly double that for taxi-
cab accidents in most major cities. The methodology for
such coverage is displayed in the chart below, which shows
the insurance coverage for UberX cars.15
why is uber different from taxis?
At first glance, ridesharing may look like a taxi service: it
uses a handheld ‘smart’ device to summon a ride to a spec-
ified location, for a fee. However, there are subtle differ-
ences that have a meaningful impact. Primarily, Uber driv-
ers are not employees of Uber; they are each independent
contractors who use privately-owned vehicles to offer rides
(“rideshares”) for a fee. In fact, such forms of legal and
well-practiced ridesharing have been around and practiced
through all manner of personal transportation: offering an
acquaintance a ride for some remuneration, for instance
reimbursement for gas and tolls, or putting in an expense
report for the business use of a car. In fact, all Uber has
done is create an efficient way to organize and brand these
activities. From a regulatory perspective, Uber is not a car
and driver, but a network that connects a willing rider to a
willing driver for a pre-arranged fee.
While this may appear to be a distinction without a
difference, most governing municipalities have not only
recognized that current law is not of force, but have also
begun the process of modernizing regulations to
encompass ridesharing activities. For example, in 2013,
California redefined these services into a category called
“Transportation Network Services” with the intent to
regulate.16 Other states and municipalities such as Chicago,
uberx ridesharing insurance coverage (source:
uber blog)
14
elements : : fall 2015
New York, and Los Angeles, which are addressed in this
paper, have both recognized their need for expanded
regulation and tried to accomplish this through the
courts, legislation, statute, and administrative actions.
While there is disagreement on how to deal with
ridesharing services among the various agencies of the
government, there seems to be a somewhat universal
acceptance that such services are not directly or
adequately covered by existing law.
impact on the taxi-livery businesses
The modern taxicab business was established during the
early twentieth century and has proliferated along with
the expansion of infrastructure, the explosive growth of
the gasoline-powered vehicle, and continued population
growth in and around America’s urban areas. Generally
authorized to serve a municipality by license, taxis are
subject to regulated rates, service areas, fares, quality,
and insurance. In return, these cars-for-hire expect to be
subject to limited competition in their service areas.17
The economics of this business were originally simple.
In most large cities, the required capital an investor
needed included an upfront payment for a medallion,
franchise, or license, and an investment in a vehicle that
met predetermined criteria.18 Ongoing operating costs
included the cost of the driver, maintenance, tolls, insur-
ance, and fuel. The efficiency of the driver, the demand
from the local economy, and the nature of the service
area set the revenue stream to determine profitability.19
Because of the limited number of entrants, the business
became not only profitable, but quite predictable. As a
result, the medallion or license values consistently grew
over time. Medallions were consolidated into large corpo-
rate holdings within a single market, with values for
single medallions in New York City surpassing the $1
million mark in 2011.20
As Uber entered the ridesharing business with superior
technology and no cost of entry, the taxi and livery
businesses fell under fire for poor service quality,
inadequate service areas,21 and rate schedules that limited
the ability of riders to predict fares.22 Uber’s sophisticated
ridesharing, however, sits in a grey area largely outside of
historical regulation.
The impact of competition on the regulated taxicab busi-
ness has been swift and meaningful. A recent auction of
medallions in Chicago drew no buyers.23 New York, a city
that has rarely seen a decline in medallion value, saw the
first decline in fifteen years, the last being a slight decline
after 9/11.24 This, along with the growing operational is-
sues of having a new competitor in the market, has left
traditional taxi and livery companies on their heels. The
value of the New York City taxi medallion has increased in
the pre-competitive period and declined slightly in the
more recent competitive environment.25
The lines have been clearly drawn for the competitors as
well as regulators and policy-makers. Lawsuits against cit-
ies have been filed as taxi medallion owners sought for
protection for the exclusive territory that they are contract-
ed for.26 Uber claims there are no regulations to cover what
they do, as this kind of operation was never conceived.
Adding to the complexity, technology, social networks, and
the flexibility of the new business model allows the busi-
ness to morph and change based on the needs and desires
of users, who in great numbers have been the beneficiaries
of increased access and utility of the service.
regulators: bridging the past and the
future
Regulation and oversight have historically been evolution-
ary processes, particularly in the area of municipal trans-
portation. The slow and methodical development of the
means of municipal transport save politicians the luxury of
time to determine and refine policy as circumstances
changed. For example, in 1907, when taxi medallions were
first issued in the U.S., there were fewer than 150,000 cars
nationwide.27 While that number has grown to over 254
million in the current decade, the pace of vehicle growth
was moderate, at around five percent, since the 1960s.28
As a result, there was plenty of time to develop an incre-
“From a regulatory perspective, Uber is not a car and
driver, but a network that connects a willing rider to a
willing driver for a pre-arranged fee.”
15
uber takes the passing lane
mental approach to the use of public infrastructure. Simi-
lar incrementalism can be seen with respect to the rollout
of air, rail, and livery services. In New York City, there are
13,327 medallions currently in service, actually fewer than
the 13,500 that existed in 1937.29 Government agencies are,
by definition, deliberative institutions designed to be me-
thodical. Regulations regarding livery services have not
changed much in years except after exhaustive studies in
areas related to safety, pollution, and consumer protection.
Uber’s entrance into the taxi and livery service marketplace
has challenged the status quo on every level in a small
amount of time. Municipalities faced with this disruption
of the status quo have sought to gain leverage over Uber’s
activities in order to assert control and maintain regulatory
authority and relevance. At the same time, they have
incentive to protect their financial and contractual benefits
with their current “lessees”: the medallion holders.
Cities are now faced with a set of regulations that do not fit
this new form of ridesharing, and as a result are trying to
fashion existing rules into an area they were not designed
to cover, all during a time when technology in general is
morphing daily. For example, the city of Los Angeles,
among other large California cities, sent cease and desist
orders to Uber through their Department of Transporta-
tion. Citing a lack of authority to operate, it ordered Uber
to stop picking up “passengers for hire.” The order was
made on the basis of public safety, perhaps the only omni-
bus regulation that could be stretched to accommodate
their goal, threatening drivers with arrest and auto confis-
cation.30 The cities, however, did not seem to understand
that there was a new entrant in the discussion--the con-
stituent. Regulation or not, consumers have adopted the
rideshare service with great gusto. The Los Angeles Times,
in a timely and pointed editorial just days after L.A.’s asser-
tion noted out the lack of municipal authority, wrote: “The
problem is…[the City] does not have the authority to do
so… the companies offer ride for hire services that the state
Public Utilities Commission oversees… the main danger
the companies pose at this point is to the cabbie’s hold on
what used to be a captive market”.31 Despite the threats, the
ridesharing companies still operate in the city of Los Ange-
les and throughout the rest of California.
In Chicago, the city’s mayor, Rahm Emanuel, took a much
more direct approach, introducing a law that sought to re-
define rideshare companies and protect the entrenched
taxi and livery business. A seven-point plan was offered,
which included preventing these companies from owning
or financing vehicles, eliminating UberX cars, prohibiting
advertisements on the vehicles, prohibiting airport drop
offs, and a series of mandatory reporting requirements.32
The ordinance, clearly aimed at gutting the core of the
ridesharing service, drew the ire of populist organizations.
Jacob Huebert, senior attorney for the Liberty Justice Cen-
ter, laid out a view directed toward the citizenry: “Citizens
should be disturbed by a city government that is more con-
cerned about pleasing a politically connected special-inter-
est group than in letting consumers choose the services
they like best. And they should be more disturbed that gov-
ernment officials are more interested in continuing crony-
ism for as long as possible than in letting Chicago thrive in
the twenty-first century.”33 In August, the City of Chicago
rejected the Mayor’s plan and instead passed an ordinance
with a much more relaxed and workable set of require-
ments, based largely on feedback from constituents.
In New York City, meanwhile regulators took a different
tack. With no desire to change or amend regulations to
accommodate the ridesharing service, the Attorney
General of the State of New York brought a lawsuit seeking
to re-characterize ridesharing, pushing to fit it back into
twentieth century standards: “As it has done in every other
city in which it operates, defendant has simply waltzed
into New York and set up shop while defying every law
passed whose very purpose is to protect the People of the
State of New York. Defendant runs what is at the core a
for-hire livery or taxi service. Defendant portrays itself as a
twenty-first century technology business. In reality, it uses
a smartphone app to run a twentieth century business…”34
Whether through regulatory edict, the passage of
legislation, or the courts, municipalities are struggling to
transition to a service that cannot be put comfortably into
an existing regime.
benefits of the uber model
Uber’s opportunity to rethink the urban ride-for-hire con-
cept arose out of its recognition that the nearly century-old
taxi business had, for the most part, become stagnant. The
number of taxi medallions or licenses had barely changed
since the early 1900s, yet the population in major cities
like New York had nearly tripled.35 Uber’s management
saw what they perceived as a hole in demand, service offer-
ings, and a faulty municipal framework that allowed for a
new, largely unregulated service. Perhaps most important
was Uber’s ability to marry this concept of alternative
transportation with an immediately addressable network
of mobile smartphone users who could act as their own
16
elements : : fall 2015
dispatchers, effectively calling on available drivers for
rides. Wireless services, GPS, and sophisticated applica-
tions not only surpassed the current system, but also drove
overhead dollars out of the model.36
Of course, no service can be characterized as successful or
disruptive unless it provides demonstrable benefits in the
marketplace. Uber services are aimed squarely at provid-
ing an enhanced experience, but the benefits generally fall
into three general categories: (1) The direct customer us-
age; (2) The enhancement to the public transportation sys-
tem; and (3) Those who provide the service as drivers.
In general, Uber and other ridesharing users have shown
approval of the service. The CEO of Uber, Travis Kalanick,
recently described his company growth: “The company is
growing at an alarming rate, quadrupling its sales every
year on the back of hundreds of thousands of drivers and
millions of riders”.37 Since its founding in 2009, Uber has
expanded into forty-five countries and more than 200 cit-
ies. However, while these numbers are impressive, they do
not fully explain the factors that drive the popularity of
Uber’s concept.38
A study by the University of California Berkeley, based
upon surveys done with ridesharing customers, sheds
light on the motivating factors of using Uber.39 The top five
factors all focus on the simplification of the transportation
process. From the payment and the speed to the initiation
of the transaction, participants were more impressed with
ridesharing companies than with other forms of
transportation. It is no wonder, then, that the existing
oligopoly providers are concerned enough to take the
actions discussed in this paper. It is interesting to note
that, beyond the convenience of use and the immediate
need of getting from place to place, users are also
developing appreciation based on lifestyle issues. More
than twenty percent of respondents noted that this was a
convenient alternative to driving under the influence--a
meaningful percentage, possibly based upon the
technological ease of use and availability of the Uber
service as compared to taxis. This social benefit portends
additional attributes that appear to be bolstering adoption.40
This, along with other social motivations such as not
needing a parking space, are signs that Uber customers
see lifestyle benefits beyond simply having an alternative
to taxi or livery services, which is a powerful driving force
in Uber’s penetration of the marketplace.
Uber, and ridesharing in general, appears to have a posi-
tive impact on the general infrastructure of transportation
as well. If the purpose of the transit network is to provide
safe, reliable, and on-time transit to its users, Uber seems
to be pulling its weight, if not setting a new standard: “UC
Berkeley researchers found that in the evening rush, 92
percent of rideshare cars arrived in under 10 minutes,
while only 16 percent of taxis did so. And while 37 percent
of taxis took longer than 20 minutes, only one percent of
rideshares took that long.”41
Another social benefit of Uber is the ability for urban and
suburban residents to reduce or even eliminate their reli-
ance on personally owned vehicles. A survey commis-
sioned by the City of San Francisco revealed that there is a
shortage of taxi services, which affects the overall use of
the public transportation system. Since taxis function in
large part as the initial or final leg of access to the mass
transit system, the lack of availability drives consumers to-
ward private ownership of vehicles: “28% percent would
take public transit more often if taxis were more reliable …
11% would consider giving up one or more of their cars.”42
Because Uber provides greater availability of transporta-
tion, the number of cars on the road decreases, and the
realization of such a goal becomes more apparent. “Over
the next few years, if Uber and other such services do re-
duce the need for private vehicle ownership, they could
help lower the cost of living in urban areas, reduce the en-
vironmental toll exacted by privately owned automobiles …
in a january 2015 protest, portland taxi drivers
demanded that city leaders make ridesharing
companies play by the same rules as cabs and town
cars. (courtesy of wikimedia commons)
17
uber takes the passing lane
and reallocate space now being wasted on parking lots to
more valuable uses, like housing.”43
Another benefit of Uber’s ascension is that of increased
employment. Uber’s model is based upon drivers who are
not Uber employees, but rather, a new breed of small busi-
ness owners.44 As opposed to the upfront fees required for
taxi ownership such as medallions or other licensing fees,
there are few barriers to entry. Access to a clean car and a
somewhat flexible schedule is all that is needed. Uber pro-
vides the technology and hardware to connect a driver to
the network, helps to initiate and complete the transaction,
and handles the bookkeeping. According to its website,
Uber creates 20,000 jobs per month.45 Those jobs come
with meaningful compensation for drivers in major urban
areas. “UberX driver partners are small business entrepre-
neurs demonstrating across the country that being a driver
is sustainable and profitable. For example, the median in-
come on uberX is more than $90,000/year/driver in New
York and more than $74,000/year/driver in San Francis-
co.”46 While these large cities are areas where Uber has
operated for some time, results portray the ease of entry
and high demand for those who choose local transporta-
tion as a profession, a job, or a part-time enhancement to
their income.
public policy suggestions
While it is still too early in the evolution of ridesharing to
determine the long-term financial impact on the legacy
taxi industry, it is clear that the effect of Uber, as a new
competitor in the market, will be financially material and
create significant change. From a regulatory standpoint,
municipalities should seek to ensure that this essential
portion of the urban transportation system continues to
operate efficiently, protect the consumer from potential
harm, and ease ridesharing’s inevitable transition from a
regulated oligopoly to full-fledged competition. This tran-
sition has already benefited the consumer and municipal
systems by providing more choice, more predictable pric-
ing, and additional technological leverage in order to pro-
vide better and timelier information to the user.
Specifically, the municipalities should seek to level the op-
erational playing field through the adoption of minimum
standards. These could include vehicle standards, driver
qualifications, insurance requirements, and service stan-
dards to ensure consistency in operating the performance
necessary to stabilize and ultimately enhance the transpor-
tation network. While such standards and regulations
should be codified, it is interesting to note that, as docu-
mented in this research, Uber currently meets or exceeds
many of the standards that exist for the taxi industry.
Regulators should not, however, adopt the current frame-
work, which protects the status quo of the taxi business
and whose methods of operation, pricing systems, equip-
ment, and customer service are quickly becoming obso-
lete. While entrenched medallion, license, and franchise
holders have lobbied vigorously to protect their legacy ad-
vantages, it does not appear that they have put that same
level of vigor toward a competitive response. Perhaps this
is where municipalities can incentivize change. Regulators
have the opportunity to go a step further and induce tradi-
tional taxi improvements. Providing relief from license or
franchise fees to operators who upgrade their fleet or tech-
nology would balance operational enhancements with the
current financial framework. At the same time, cities
should adopt a more flexible pricing structure that can be
implemented as certain levels of competitive market pen-
etration are met. Allowing licensed taxis to simplify rates
can provide both a competitive tool and an incentive to
match market demand with economic return.
While it is tempting to try to recover the original cost of
entry through the medallion process, there is little prece-
dent for such relief. History shows no such reimburse-
ment to the horse-drawn carriages of the nineteenth and
early-twentieth centuries, when the original medallions
and franchises were issued to motor vehicles, nor any gov-
ernmental assistance to regulated telephone companies
when its monopoly was dismantled by competition from
unregulated wireless carriers such as Sprint and MCI.47
Similarly, cable television companies that operate pursu-
ant to municipal franchise now compete with unregulated
cell phone and satellite signal providers. In each case, the
companies, originally provided with a monopoly advan-
tage in the early stage of development, were forced to rein-
vent themselves or face extinction.
While meaningful competition has arrived and does not
appear to be going away, taxi companies have advantages
that are directly related to their implied role as a transpor-
tation provider of “last resort”: A long operational history,
brand recognition, and a loyal customer base that has
come to rely on the ability to “hail and go.” In addition,
they understand how to acquire, own, and operate large
vehicle fleets, and have preferred logistical positions at
public transportation centers such as airports, train sta-
tion, and city centers. It is in the interest of the taxi indus-
18
elements : : fall 2015
try to leverage these advantages as they recognize the in-
evitability of a fully competitive environment.
conclusion
Uber’s success and its concept of ridesharing have been
driven in large part by technology and more so by the pow-
er and reach of the social network, and its implications are
nothing short of dramatic. Within five years of operation
and with fewer than three hundred employees, Uber has
managed to disrupt the taxi and livery business, a business
that has otherwise operated without competition for more
than one hundred years.48 Along the way, a loyal following
of customers have re-imagined how personal transporta-
tion in urban areas may be effectively used. From an alter-
native to privately-owned vehicles to a “safe-ride” substi-
tute for driving under the influence, customers are
molding the product. As a result, the benefits of Uber have
become personal to its following, something the en-
trenched taxi monopoly could never claim.
Just as interesting as the loyalty of Uber’s customers is the
opposition to its mere presence on the urban stage. The
reaction of the taxi and livery business has been to “circle
the wagons.” Rather than take this disruption as a wake-up
call and use their incumbency to their advantage, they
have chosen to fight for the status quo, staging protests
rather than restaging their operating and consumer ser-
vice strategy. One such high-profile reaction came in Los
Angeles, when two hundred taxis circled City Hall and
honked their horns--surely a less than high-tech response
with little follow-up support.49
In fact, there is likely little chance of going back to the taxi
and livery model of limited competition. With such clear
and compelling benefits, acceptance by the consumer is
without question; the real issues left to be ironed out are
clearly in the hands of regulators. Courts will have their
say, but that will only serve to guide the political edge of
public policy. Public officials will have the opportunity to
shape the future of urban transportation, perhaps for de-
cades to come, but the looming question is whether, and
how, they will rise to the challenge. With cities resorting to
cease and desist letters, restraining orders, and hurried or-
dinances, thoughtful regulation and reaction have been
pushed to the side. Rick Wartzman of the Drucker Insti-
tute capsulized the challenge, stating, “As Peter Drucker
would have seen it,50 both taxi operators and their local
government overseers are focused on the wrong thing; try-
ing to sweep Uber into yesterday’s reality, rather than mov-
ing the entire system toward tomorrow’s”.51
It is those overseers who will eventually lay out the param-
eters of Uber’s success or failure. Regulations are the in-
struments of practice for those charged with the public
trust, and they must be handled with care. As Drucker
himself wrote, “Regulations, no matter how badly needed
at any one time, and how beneficial at any one time, always
become obsolete eventually”.52
The taxi and livery system will continue to fight, perhaps
with good intention, and perhaps out of self-preservation.
However, without redirecting some of their energy and re-
sources to improved quality, technology, and customer ser-
vice, they are in danger of going the way of the payphone:
eventually becoming extinct despite their preferred posi-
tion on our city streets. City and state officials have the
opportunity to stay relevant on this issue, but only after
objective recognition of the economic, technological, and
municipal advantages of this new augmentation to the
public transportation system, while working in the best in-
terest of their constituents. The question that remains is
whether those regulators will be looking forward or
through the rear-view mirror.
endnotes
1. Downs, Lessons from Uber, 2014.
2. Ridesharing is a ride matching system that formally or
informally links riders to drivers traveling between the same
places at the same times. So-called “dynamic” or “real-time”
ridesharing is a form of ridesharing that is used for single, one-
way trips rather than for trips made on a regular basis at the
same time (Levofsky and Greenburg 3).
3. Seward 2014:3 Uber was founded in 2009 by Travis Kalanick,
the then and current CEO, along with Garrett Camp. Both men
had financial and technological success selling prior businesses
to established internet companies. The original idea for Uber
stemmed from trying to solve what Kalanick described as
a “horrific taxi problem in San Francisco” (Kalanick 2014).
The name Uber appears to have come from an American
interpretation of the German “über”. In America, the word
Uber has become a relatively common, if slangy synonym for
“super” or “topmost”; it reflects what Uber CEO Travis Kalanick
has called in interviews the company’s “disruptive ambitions”
(Peterson 2014).
4. An ‘Uber’ Problem for Cities, 2012.
5. Badger, Taxi Medallions, 2014.
6. Mann, Cities Move to Rein in Smartphone Taxi Services, 2012
7. Generally, the difference between a taxi service and livery
service is two-fold. First is the way they are dispatched. One can
“hail” a cab on the streets. For example, in New York City, only
yellow medallion cabs can legally pickup street hails. Livery, or
black car, services generally only respond to radio calls. The other
difference relates to pricing. Taxi cabs have a metered pricing
19
uber takes the passing lane
system based upon time and distance while livery cars operate
on a zone pricing system, which is fixed fees based upon location
or distance (Dawid 2011).
8. Badger, Taxi Medallions, 2014.
9. Uber is not alone in as a force of change in highly regulated
environments. Another example with similar impact is Airbnb,
which is challenging the hotel business by allowing users
to share their homes or otherwise rent them to prospective
“tenants”. Using a similar matching application, Airbnb
brings interested parties together outside of the conventional
regulatory framework that controls the traditional hotel business.
Rebranding and refreshing an outdated means of access, while
at the same time allowing providers and consumers to define
their niche in the marketplace has created what is referred to as
the “platform culture” (Sundararajan 2014). The social network
platform allows an organized interaction between market
participants where market content is created and distributed
through local channels rather than a central dominant provider.
Uber, Airbnb, and other such application platforms provide an
elegant way to interact, while the forces of market demand are
shaking the foundations of legacy providers.
10. Lunden, Uber Ride High, 2014.
11. Dynamic pricing refers to the setting of prices for a good
or service based upon demand at a particular moment and the
availability of supply; the added complexity in Uber’s case is that
pricing becomes a moving target, changing almost in real time
depending upon what is happening in the market at a particular
moment (Morphy 2014). According to Uber, with dynamic
pricing (referred to as “surge pricing”), rates increase to get more
cars on the road during the busiest times. When enough cars are
on the road to meet the demand, prices go down (“What Is Surge
Pricing” 2014).
12. Giuliani, Uber Setting the Standard, 2014.
13. Nairi, Insurance for UberX, 2014.
14. Generally, states require taxi companies to carry between
$250,000 and $500,000 of liability insurance, and there is no
uniform requirement to carry uninsured motorist coverage
(Denmon 2014).
15. UberX is the brand name that Uber uses for its lower cost
option, with fares targeted at 20% below that of a taxi. UberX
drivers have mid-range or hybrid vehicles with seating for up
to four passengers. This is distinguished from Uber Black Car
service, which provides luxury level cars and SUVs. While UberX
cars are driven by licensed drivers, Uber Black Cars are driven by
licensed limousine drivers (Fiorillo 2014).
16. Geron, California Becomes First State to Regulate, 2013.
17. Federal Trade Commission, Bureau of Economics, An
Economic Analysis of Taxicab Regulation, 1984:64
18. Approximately 60% of the top-ten U.S. cities by population
operate on a franchise or medallion basis while the other 40%
operate on a license platform. While both formats have strict
regulatory requirements, they differ in that medallion and
franchise holders pay substantially higher upfront payments,
while licenses pay a higher percentage of revenue to the
municipality on an ongoing basis. An expanded review of
large, but not top ten, cities reveals that older and more densely
populated urban environments, such as Boston, Detroit and
Newark, tend to operate on a medallion or franchise basis, while
newer, more expansive cities with several urban centers tend
to license taxi businesses. See the chart below for the specific
methods for taxi regulation in the top ten U.S. cities.
Top-Ten U.S. Cities by Population (and Their Methods for Taxi
Regulation):
New York City (Medallion)
Los Angeles (Franchise)
Chicago (Medallion)
Houston (License/Permit)
Philadelphia (Medallion)
Phoenix (License/Permit)
San Diego (Franchise)
Dallas (Franchise)
San Jose (License/Permit)
San Antonio (License/Permit)
Source: US Census and individual municipalities’ transportation
regulations
19. Federal Trade Commission, Bureau of Economics, An
Economic Analysis of Taxicab Regulation 1984:80-2.
20. Coscarelli, Taxi Medallions Hit 1 Million Mark, 2011.
21. Many urban taxi companies are reluctant to carry passengers
beyond their local service area. To do so would limit the number
of trips that could be made on a particular shift. The further
a taxi travels from its core service area, the less likely a return
fare will be available, creating an uncompensated or “dead” run.
While regulations discourage this behavior, it has been difficult
to enforce (McArdale 2012).
22. Badger, Taxi Medallions, 2014 Taxicab fares, while highly
regulated, can be confusing and difficult to predict. In the
metered environment, fares are based on both mileage as well as
time. Both are variable and dependent on traffic and detours, as
well as the route taken by the driver (Mathis 2008). In addition,
the rate of fares can be highly complex. In New York City, the
fare starts based on $0.50 per 1/5 of a mile, depending on the
rate of speed. There are also surcharges depending on time of
day. As a result, the regulated fare cannot be easily predicted or
calculated (“Rate of Fare” 2014). This is in contrast to the Uber
practice, which predicts the full fare to the customer before the
trip is initiated.
23. Ibid.
24. “The average price fell by $5 in June [2014]—a slight decline
for medallions, which trade for a bit more than $1 million apiece,
but still an unheard-of occurrence in recent years … Bloomberg
keeps quarterly data on New York medallion pricing going back
10 years, and the last time prices fell for a full year was from
2000 to 2001 … There are similar signs of strain on medallion
values in Chicago and San Francisco” (Brustein 2014).
25. Brustein, Uber’s Fare War, 2014.
26. Tuttle, Rideshare Battle Shifts to L.A., 2013.
27. Facts and Figures of the Automobile, 2013
28. US Department of Transportation, Section B, National
Transportation Statistics, 2011.
29. Horowitz and Cumming, Taken for a Ride, 2012; Schaller
and Gilbert, Villain or Bogeyman?, 1996.
20
elements : : fall 2015
30. Tuttle, Rideshare Battle Shifts to L.A., 2013.
31. The Times Editorial Board, L.A. Times, Uber, Sidecar and
Lyft, 2013.
32. Huebert, Chicago’s Uber Ordinance, 2014.
33. Ibid.
34. State of New York v. Lyft, Inc., 2014.
35. Census Scope, Population Growth, 2014.
36. Elliott, Taxi or Tech Company?, 2014.
37. Segall, Our Growth is Unprecedented, 2014.
38. (Seward 2014:3)
39. Rayle et al., Comparing Taxi and Ridesourcing in San
Francisco, 2014.
40. Ibid.
41. Ferenstein, 2 New Studies Show how Uber Makes Cities
More Productive, 2014.
42. Hara and Canapary, Best Practices Studies of Taxi
Regulation, 2013.
43. Manjoo, Less Reason to Own a Car, 2014.
44. Craig, An Uber Impact, 2014.
45. Ibid.
46. Ibid.
47. Both MCI Communications and Sprint Corp. started as
telecommunications bypass companies. Building or acquiring
private networks, each offered businesses and then consumers
lower cost access to the long distance communications network.
They relied on loopholes in a complex and archaic set of
regulations (not unlike Uber) that were, at the time 70 years old.
Using a simple and direct rate structure and the perception of
higher quality service, each made inroads with respect to market
share. Ultimately, MCI brought a lawsuit against the bell system
of telecommunications companies that led to their ultimate
breakup (Cantelon 1993).
48. Lagorio-Chafkin, Resistance is Futile, 2013
49. Srikrishnan, L.A. Taxi Drivers Refuse to Protest Uber, 2014
50. According to the Drucker Institute website, “Peter F. Drucker
was a writer, professor, management consultant and self
described ‘social ecologist’ … hailed by BusinessWeek as ‘the
man who invented management,’ Drucker directly influenced
a huge number of leaders from a wide range of organizations
across all sectors of society.”
51. Wartzman, The Uber Challenge, 2013.
52. Ibid.
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23
uber takes the passing lane
the field of linguistics focuses on the spoken incarnation of language and consid-
ers written phenomena as an imperfect approximation of the former. the author ar-
gues that present understanding of punctuation as a subsystem of human language
is inadequate, and that even when studies examine punctuation from a linguistic
standpoint, they emphasize modern written language and american english in par-
ticular. it is, however, quite possible to describe the behavior of punctuations with
the same methodology that was until recently reserved for spoken language. just as
language develops over time and changes from place to place, so too does punctua-
tion. this paper argues for the compatibility between recent developments in compu-
tational linguistics’ approaches to punctuation and textual criticism that attends
to punctuation in poetry. a full understanding of its conventions is critical for a
proper interpretation of meaning. furthermore, the author shows that the rele-
vance of these studies to literary analysis remains unexplored. nevertheless, with
the developing techniques made possible through computational linguistics, the
potential for in-depth study is expanding.
a grammar of punctuation in poetry
Modern Computational Linguistic Perspectives
doyle calhoun
While the punctuation of a poem may not always figure
into its critical analysis, literary critics and textual scholars
seem to agree that punctuation constitutes at least one of
the non-verbal tools of poetic expression available to the
poet. As such, it is one of the features to which the critic
could attend. It would be unusual, for instance, for an
analysis of E. E. Cumming’s poem “l(a” to fail to mention
the twisting parentheses, or for a critical edition of
Dickinson’s verse to not make some ruling on typesetting
the length of her dashes. The extent to which scholars
perceive punctuation as relevant to their text-interpretive
or text-critical endeavor varies. Nonetheless, punctuation
has its discernible place in literary studies: John Lennard
gives a book-long treatment to the use of parentheses in
English verse (1991); Christopher Ricks attributes an
almost metaphysical aspect to punctuation in The Force of
Poetry— it is “at once a uniting and a separating” (1984);
Robert L. Kellogg and Oliver L. Steele dedicate an entire
article to alternative punctuations of the last two lines of
The Faerie Queene (1963).
Punctuation has not benefitted from the same sustained
attention in linguistics. Only in the past thirty years has
punctuation become an object of empirical linguistic
study, apart from prescriptive accounts of its usage. This is
probably because formal linguistics, unlike literary studies,
tends to view written language as a byproduct of spoken
language or its imperfect image, a stance that reduces
punctuation to a deficient and inadequate mode of
representing or registering prosodic features of speech
stream, like intonation. Or, perhaps, the reluctance of
modern generative linguistics to see punctuation as a
worthwhile focus for linguistic inquiry stems from the
reality that it is an extra-verbal phenomenon. Punctuation
is not a necessary (or very common) feature of human
language: not all speech communities have written
language, and not all written languages have punctuation.
Typological studies on punctuation systems vary in
different linguistic subfields: psycholinguistic work on
how punctuation is realized in the lexicon; large-scale
empirical investigation into punctuation at various
synchronic stages of a single language; context-specific
analyses of punctuation (particularities of its use in literary
or legal language, as an example). All these areas remain
under-examined.
Recent efforts in computational linguistics, however, make
use of computerized corpora to bring attention to the fact
that punctuation is a coherent, rule-governed linguistic
subsystem in its own right. B. Say and V. Akman survey
extant research on punctuation marks from the point of
view of natural language processing (NLP), and propose
an information-based framework for describing and un-
derstanding punctuation (1997). According to their model,
punctuation can be seen as contributing to the informa-
tion conveyed by a sentence or intrasentential clauses.1
Taking information to mean propositional content which
constitutes a contribution of knowledge to [sic] reader’s
knowledge store, they demonstrate how to use discourse
representation theory (DRT) and segmented discourse
representation theory (SDRT) to deal with punctuated
written texts.2 DRT and SDRT use representational boxes
with a set of referents (entities in the discourse) and condi-
tions (properties that relate the referents), which are built
incrementally over the course of the discourse and which
can be resolved into a construction algorithm. The major
contribution of this highly technical work is to demon-
strate that punctuation can be described systematically,
and as they suggest, (eventually) accounted for in a unified
theory that computational linguists can apply to both ana-
lyzing and generating written language.
The points raised by Say and Akman and their exercise of
formalizing punctuation in terms of DRT and SDRT are
relevant to literary studies and textual criticism. The ab-
sence of any unified linguistic theory of punctuation and
the dearth of research programs aimed at formulating one
disadvantage the linguist and literary scholar alike. The re-
sult of this gap in language science and literary studies is
that the modern understanding of punctuation as a feature
of human language is unclear, its use at any given syn-
chronic stage in any given language even less clear, and its
marked use in literary contexts totally unexplored.
To complicate the matter, studying punctuation, especially
punctuation in poetry, gives rise to a problem of definition:
namely, what counts as punctuation? In his Brown Corpus
study, Meyer distinguishes between structural punctua-
tion symbols (those that act on units not larger than the
orthographic sentence and not smaller than the word, i.e.
not hyphens or apostrophes) and other punctuation (text-
graphical features like paragraph breaks, font changes,
lists) (1986). The distinction is a useful one in linguistics,
but obfuscates features of punctuation that might be rele-
vant to literary criticism or poetics: one can imagine a
poem in which intra-morphemic punctuation or supraseg-
mentals, such as diacritics, function in a non-trivial way.
In addition, a purely formal description of punctuation
elides certain features of punctuation that are particular to
25
a grammar of punctuation in poetry
literature, and poetry in particular. Such particularities of
literary punctuation include its: rhetorical force, aesthetic
or visual dimension, meta-physical qualities, allusive
potential, and effect on meter. The ability of a hyphen to
suggest a unique kind of bond that, in Ricks’ terms, holds
apart at the same time it holds together, is a dimension
that is relevant and meaningful to the literary critic but one
which the computational linguistic is likely uninterested
in capturing.
All this is not to diminish the potential of computational
work on punctuation to contribute to a more comprehen-
sive understanding of punctuation in literary studies.
Rather, it is to point out that for such research to be truly
useful to the literary critic, it must be specific enough to
accurately describe punctuation as a subsystem of human
language and general enough to handle additional factors
based on stylistic register or context.
The work of Nunberg (1990) gets closest to that balance, at
least according to Say and Akman (1997).. As they point
out, Nunberg’s (1990) treatise retains its influential status
as the first comprehensive attempt to approach punctua-
tion from within the generative, or Chomskian, paradigm:
to decipher it in terms of a text-grammar and to conceive of
it as a generative system describable by rule-governed op-
erations. Working within this framework, Nunberg builds
a collection of rules he uses to explain the distribution of
text-categories — the inter-punctuational units (text-ad-
juncts, text-clauses, text-phrases) dealt with by the lexical
grammar.3 An example of such a rule treats the interaction
of two English punctuation marks: “The point absorption
rule dictates that a period will absorb a comma when they
are immediately adjacent.”4
Nunberg’s account of punctuation recognizes that punc-
tuation marks are not distributed randomly or arbitrarily,
but like natural language reflect a series of hierarchically
ordered abstract rules. What Say and Akman find lacking
in Nunberg (1990)— and what they identify as a desidera-
tum in the field of computational linguistics— is a formal
theoretical apparatus that can characterize punctuation
not just in terms of its relationship to syntax, but also ac-
count for its semantic and discourse-related effects.5
Work in algebraic linguistics underscores the importance
of attending to these effects. At least in terms of logical
value, punctuation is as much an observable feature for
the critic to attend to in a poet’s work as it is in his or her
own writing on a poet’s work. In his article “Punctua-
tion and human freedom”, linguist Geoffrey K. Pullum
provides the following example of how a simple trans-
position of punctuation marks alters the truth-condi-
tions of a statement:
(i) Shakespeare’s King Richard III contains the line “Now is the
winter of our discontent.”
(ii) Shakespeare’s King Richard III contains the line “Now is the
winter of our discontent”.6
The claim in (i), he argues, is false. For Shakespeare’s play
does not contain the line “Now is the winter of our discon-
tent.” Rather, it contains the line “Now is the winter of our
discontent”, which is actually the first of two lines that
form the sentence: “Now is the winter of our discontent
made glorious summer by this sun of York.” In the play-
text, as Pullum points out, “Now is the winter of our dis-
content” is not even a syntactic constituent; although, in
(i), the convention of placing terminal punctuation before
quotes makes it look as if it were. Pullum’s point here
seems a slight one—or, perhaps, an overly-fastidious
one—but it is important to realize that he is not leveling a
prescriptive stylistic complaint; he is pointing out the lin-
guistic reality that punctuation marks interact with, and
have the ability to alter, the truth-conditions of a claim. The
question is one of logical truth, not of style.
An alternative approach to Nunberg’s generative-style
grammar of punctuation might be a purely distributional
one. In his corpus studies, Karlsson (1994) demonstrates
the possibility of describing punctuation in terms of statis-
“Recent efforts in computational linguistics, however,
make use of computerized corpora to bring attention to
the fact that punctuation is a coherent, rule-governed
linguistic subsystem in its own right.”
26
elements : : fall 2015
tical frequency, rather than binary tag-features like
[±stoppedness], which Nunberg (1990) makes use of. As
Karlsson’s findings suggest, it is possible to characterize
punctuation marks based on their immediate context. For
instance, he reports: “A punctuation mark to the left of a
finite verb dramatically decreases the probability that the
preceding word is a grammatical subject (of all the finite
verbs preceded by a punctuation mark, less than 5% had
the preceding word as subject).”7
Karlsson’s work is conducted within and for the milieu of
computational linguistics; his concerns are necessarily dif-
ferent from those of the literary critic. But might literary
researchers employ a similar distributional approach to
more accurately determine statistical patterns of punctua-
tion use? The presence of digitized corpora makes such a
task possible and, most importantly, allows researchers to
carry out their analyses without reference or subservience
to other linguistic features. With the recent understanding
of punctuation as a rule-governed system in its own right,
rather than as an artifact treated indirectly or filtered
through other levels of linguistic inquiry like syntax,
comes the ability to claim punctuation as a singular object
of study in research. This might, but need not, extend be-
yond the workings of the suite of punctuation marks.
Also of particular interest is the potential for linguistic re-
search on punctuation to provide insight into cruxes of
textual scholarship based on historiographical concerns.
Inadequate understanding of punctuation at a particular
synchronic stage of the language (herein, English) is not a
new problem in literary analysis. But the reality remains
that most modern readers— and, to a lesser extent (one
hopes), textual scholars— are limited by their own linguis-
tics in that they inevitably read in reference to modern
punctuation. Kellogg and Steele (1963) raise this crucial
historiographical point when they caution against analyses
built on hasty— or, as they write, “sanguine”— generaliza-
tions like ‘punctuation marks syntax’ or ‘punctuation
marks intonation’:
The critic cannot afford to work on the assumption that
Spenser’s syntax can be explained by analogy with similar but
not identical structures in present-day English. Two consider-
ations must temper our hasty analysis of Elizabethan poetry:
first, we do not understand Elizabethan syntax thoroughly;
and, second, we do not know what intonation was used to sig-
nal syntactical relationships.8
One might add to their point a further concession: even if
we do achieve an accurate reconstruction of Elizabethan
syntax and phonemics, we cannot assume the poet oper-
ated within those conventions or norms. Moreover, Kel-
logg and Steele’s stance presupposes that punctuation in a
poem is limited to demarcating syntactic constituents and
transcribing the prosodic features of inner speech. A critic
cannot afford to work on that assumption either.
A more accurate approach would examine punctuation,
syntax, and phonemics independently and not as mixed-
levels— but, rather, as phenomena that are interrelated
but not dependent on or subservient to one another. It
would be informed by a reconstruction of Elizabethan
syntax and phonemics as well as a reconstruction of a
grammar of Elizabethan punctuation. What might such an
approach look like? Placing a consideration of Elizabethan
syntax and phonemics aside, a series of corpus-based
studies on punctuation conducted in the following contexts
would yield multiple and increasingly marked perspectives
on punctuation as it functioned in the target time-period:
Elizabethan texts (including newspapers, legal documents,
and other non-literary publications);
Contemporary Elizabethan poetry;
As well as a more concentrated analysis of punctuation in
the poet’s own writings (which would consider works in
prose and works in poetry separately).
Computational linguistic techniques allow such corpus
searches to be exacting. In the style of Karlsson (1994), it
is possible to determine the statistical frequency of, say, an
ellipses separating a verb and its subject, or the probability
that the word preceding an em dash is in the nominal case
when the word that follows is a finite verb. Admittedly, ex-
haustive corpora for this type of research will not be avail-
the formulation of a linguistic rule in standard
notation (font licenced through adobe indesign)
27
a grammar of punctuation in poetry
able in all cases. Already, though, digitized corpora for
various genres of literary texts or author-specific databas-
es exist. If and when corpora become available, though,
applying computational linguistic techniques of the kind
detailed by Say and Akman (1967) seems like a useful
but unexplored resource for literary studies.
Accommodating a linguistic theory of punctuation—for-
mal, as in Nunberg’s case, or distributional, as in Karls-
son’s— to literary analysis might provide the literary
critic with surer footing while navigating historically re-
mote punctuation systems. A body of research that exam-
ines punctuation in this manner offers to the critic and
textual scholar a hereto-unavailable interpretive tool. It
would allow for cross-comparison between the poet’s de-
ployment of punctuation and statistical patterns or
norms of punctuation in use in the particular socio-cul-
tural milieu in which he or she was writing.
In this way, the critic or scholar could more easily, and
more systematically, decenter a reading of a text from his
or her own linguistics of punctuation. Historiographer of
the language sciences Konrad Koerner (1997) points to
the value of a similar process of re-orientation or recali-
bration when approaching non-contemporary (linguis-
tic) texts: “[M]odern scholars have been mislead in their
assessment… probably because they could not or did not
divest themselves of their own twentieth-century struc-
turalist background.”9
A similar concern holds true for an analysis of punctua-
tion in poetry. A critically responsible treatment of a po-
em’s punctuation recognizes that reading only with ref-
erence to contemporary punctuation results in a limited
interpretive stance, and also constitutes a critical move
based on presupposition. The critic might work around
this logical fallacy by drawing on the technical apparatus
of computational linguistics to equip him- or herself with
descriptions of: contemporary punctuation, punctuation
in the target time-period, and punctuation within the
body of work being examined. Only by refracting a his-
torically displaced reading of the poem through these
multiple lenses can we hope to achieve a more historio-
graphically sound and interpretively accurate assessment
of the working of the poem’s punctuation.
This paper does not propose a unified theory of
punctuation, or even attempt to define in detail how such
a theory might be applied to literary criticism or textual
scholarship; the current lack of research makes this
unlikely. Rather, it aims to draw attention to the general
paucity of research directed at constructing an empirical
theory of punctuation for use in both linguistics and
literary studies. And, furthermore, to suggest the utility of
such a theory and its compatibility between recent efforts
in computational linguistics and the recognition in literary
studies, especially among scholars of poetry, that
punctuation warrants attention as a non-verbal resource of
creative expression.
Present understanding of punctuation as a subsystem of
human language is inadequate. Even when studies do ex-
amine punctuation from a linguistic standpoint, they priv-
ilege modern written language and American English in
particular. Moreover, the application of these studies be-
yond their use in natural language processing systems and
punctuation pedagogy is unexplored, their relevance to
literary analysis undocumented. What wants in literary
studies is a body of research that approaches punctuation
linguistically— making use of corpus and computational
methods of analysis— in order to attend more accurately
to the particularities of its workings in poetry.
28
elements : : fall 2015
endnotes
1. Akman, Current Approaches to Punctuation, 464.
2. Ibid.
3. Akman, Current Approaches to Punctuation, 460.
4. Ibid.
5. Akman, Current Approaches to Punctuation, 467.
6 Pullum, Natural Language and Linguistic Theory, 421-422.
7 Akman , Current Approaches to Punctuation, 461.
8 Kellogg, On the Punctuation of Two Lines, 174.
9 Koerner, Einar Haugen, 228.
references
Akman, V., and B. Say. “Current Approaches to Punctua-
tion in Computational Linguistics.” Computers and the Hu-
manities, no. 6 (1996): 457-69.
Kellogg, Robert L., and Oliver L. Steele. “On the Punctua-
tion of Two Lines in The Faerie Queene.” PMLA, no. 78
(1963): 147-148. doi: 10.2307/461235.
Koerner, E. F. K. “Einar Haugen as a historian of linguis-
tics.” American Journal of Germanic Linguistics and Litera-
tures, no. 9 (1997): 221-38.
Lennard, John. But I Digress: The Exploitation of Parenthe-
ses in English Printed Verse. Oxford: Oxford UP, 1991.
Pullum, Geoffrey. “Topic... Comment: Punctuation and
Human Freedom.” Natural Language & Linguistic Theory,
no. 4 (1984): 419–25.
Ricks, Christopher. The Force of Poetry. New York: Claren-
don, 1984.
29
a grammar of punctuation in poetry
despite growing numbers, latinos lag behind whites in higher education. this gap is
especially salient for latino men, who earned only 37.6 percent of associate’s and
bachelor’s degrees awarded to latino students in 2010. the following study uses in-
terviews with thirteen ethnically diverse, first-generation, self-identified latino
men currently enrolled in four-year universities in the greater boston area to ex-
plore the influences latino men identify as impacting their college success and per-
sistence rates. grounded theory analysis of the interview data reveals the correla-
tions between previous academic experiences and family influence on participants’
ability to graduate. the paramount role of participants’ cultural constructions of
masculinity and their effect on help-seeking behaviors was a surprising and unique
finding. masculinity and help-seeking behaviors were, therefore, found to play a key
role in college achievement and persistence for the men in this study. this article
also discusses implications for mental health practitioners, educational advocacy
groups, and universities.
latino masculinity
Underlying Factors in College Persistence Levels
maria vasquez
introduction
Latinos are growing in number and influence in the Unit-
ed States. By 2050, Hispanics/Latinos will comprise 29%
of the population.1 Despite growing numbers, Latinos lag
behind whites in higher education, with only 13.5% of as-
sociate’s degrees and 8.8% of bachelor’s degrees being
awarded to students identifying as Latino or Hispanic in
2010.2 Moreover, only 37.6% of associate’s and bachelor’s
degrees were awarded to students who identified as male
and Latino.3 The discrepancy between Latino female and
male college enrollment and graduation rates is linked to
sociocultural factors, such as gender roles, socioeconomic
status, criminalization of the Latino male, and neighbor-
hood and environmental contexts. This paper investigates
the academic, social, and psychological factors that influ-
ence Latino males’ decisions about postsecondary educa-
tion and the implications of these decisions.
literature review
Despite the recent increase in research about ethnicity and
higher education, there remains a large gap in the litera-
ture on Latino men in college. Ojeda, Navarro, and Mo-
rales4 documented the link between family, identity, and
college persistence intentions for Mexican-American men,
concluding that, given the family’s centrality to gender
identity, high parental involvement positively impacted
college persistence intentions. The strong relationship be-
tween Latino male identity and the concept of family has
been established not only for Mexican-Americans, but also
for Latinos of all ethnic backgrounds.5 Specifically, the im-
portance of “familismo,” which “encompasses the loyalty,
commitment, and dedication to “la familia” is repeatedly
identified in the literature as a significant influence on La-
tino consciousness.6 Latino males are expected to support
their family financially and emotionally—a reality that un-
deniably affects their educational, professional, and per-
sonal development.7 The concept of family can be a dou-
ble-edged sword, providing extensive support and positive
involvement for Latino male college students, but also de-
manding a level of commitment that often interferes with
college persistence.8
The complex topic of Latino male college persistence in-
volves the interrelation of a variety of systems and factors.
The literature identifies four prevalent themes that have
large influences on Latino males’ college access and com-
pletion: (a) level of awareness of educational obstacles on
the part of communities and administrators; (b) the im-
portance of the concept of family; (c) the impact of male
peers and mentors; and (d) the absence of outreach pro-
grams specifically designed for this population.9
Clark et al.’s study on educator perspectives on Latino
male educational pursuits reveals “the strong influence of
the Latino patriarchal and cultural norms imposes unique
demands and expectations on Latino men.”10 Family pres-
sure to fulfill the male role, paired with institutional and
financial barriers to Latino male college access and reten-
tion create an environment unsupportive of Latino males’
educational pursuits. Researchers also found that peer and
mentor relationships can enhance success and persistence
of Latino men in high school and college. Understanding
the unique cultural experience of Latino males is a key
component of Latino success in higher education.
Contextual variables contribute to the lack of Latino male
access to higher education. Administrators and students
identified failing high schools (lacking in materials, com-
mitted teachers, mentors, helpful counselors) and home
environments with little to no knowledge of the college
admission and application process (financial planning and
aid for college, university culture, etc.), as serious impedi-
ments to getting into and persisting through college.11
Both the challenging nature of the college application pro-
cess and the lack of awareness of opportunities available
hinder Latino males’ college attendance and completion.
Negotiating the financial stresses of college, acquiring fi-
nancial aid, and paying for school without familial help
work to create an “uphill battle”.12
“Despite growing numbers, Latinos lag behind in higher
education, with only 13.5% of associate’s degrees and
8.8% of bachelor’s degrees being awarded to students
identifying as Latino or Hispanic in 2010.”
32
elements : : fall 2015
Numerous psychological factors strongly impact Mexican-
American students’ decisions to pursue and obtain a col-
lege degree.13 Precollege racial micro-aggressions and fam-
ily pride are significant factors in Mexican-Americans’
intentions and abilities to complete college. Cerezo et al.
documented that teachers, administrators, and peers dis-
couraged college aspirations, claiming that college would
be “too difficult,” that Latino male students would not be
“capable,” or suggesting that they join the military, attend
a trade school, or even “engage in criminal activity”.14
Although the literature identifies issues that Latino
students face in accessing college, it is primarily focused
on Mexican-American college students. While Mexican-
Americans are the largest of the Latino populations in the
United States,15 it is essential to gather information from a
diverse and nationally representative sample to make
generalizations concerning Latinos as a whole. Secondly,
student voices are lacking in the literature. Scholars,
administrators, and psychologists discuss Latino males’
college persistence, but there are very few studies in which
Latinos themselves speak on the issue. The role of
methodology is crucial here. Few studies are qualitative
and provide space for students to voice their experiences in
all their nuanced complexity.16
The present study explores a more diverse group of male
Latino college students’ constructions of the factors that
influence their ability to complete a college degree. It seeks
to provide an opportunity for Latino males to talk about
their access to college, their challenges once there, and
their understandings of how their identity and cultural
background influence whether or not they graduate.
methodology
The purpose of this study is to understand how Latino
men define the obstacles and challenges they have en-
countered or are currently experiencing in their attempt to
complete a college degree through the lens of a sociocul-
tural framework. In other words, what factors do Latino
college males describe as impacting their educational op-
tions, decisions, and experiences?
Thirteen self-identified Latino men between the ages of 18
and 23, currently enrolled in four-year universities in the
Greater Boston area, were individually interviewed using a
semi-structured interview. Participants attended predomi-
nantly white, private, four-year institutions. Using a snow-
ball sampling method, 2-3 original participants reached
out to other Latino men who were interested in participat-
ing in the study. This sampling method allowed a transfer
of trust between participants and researcher, an essential
component to the ability to gather valid and reliable data.17
Participants were screened for ethnic background to en-
sure diversity in the final sample, which consisted of most-
ly American-born Latinos with ethnic ties to Mexico, El
Salvador, Colombia, Puerto Rico, Cuba, the Dominican
Republic, and Guatemala. One participant was born in
Puerto Rico but immigrated to the United States at the age
of ten, while another self-identified as a second-generation
Chicano. Participants attended high schools in California,
Florida, Texas, Massachusetts, Connecticut, and New York.
All identified as low to low-middle income.
Given the study’s inductive nature, interviews were con-
ducted in a flexible format, relying on prepared questions
as guiding points. If the participant felt strongly about a
topic, focused on certain themes, or even raised a new per-
spective, the interview would be directed towards that par-
ticular topic. Thus, data elaborate on and deviate from the
literature to keep the process open to fresh perspectives
and understandings.18 The focus of this study was how the
individual men understood and constructed the obstacles
and challenges to completing a college degree, and an
open-ended interview ensured that participants had the
space and opportunity to explore and share experiences
freely. Interviews ranged in length from twenty to ninety
minutes and were recorded and transcribed with signed
consent from participants. Coding was informed by
themes found in the literature,19 and revealed themes that
students march in washington for the cause of
affirmative action in american higher education.
(courtesy of wikimedia commons)
33
latino masculinity
matched those found in the literature review as well as
other themes not discussed at all in the literature. The
names of participants in this study are pseudonyms.
results
Findings addressed academic preparedness, family dy-
namics, and gender roles. There was also an emphasis on
gendered understandings of help-seeking behaviors that
were specifically relevant to college navigation, success,
and well-being. In this research, “help-seeking” includes
academic assistance (tutoring, professors office hours,
etc.), career and fiscal advising (additional funding needs,
etc.), and psychological assistance (stress management,
emotional support, etc.), in both formal (professional) and
informal (peer and family network) settings. Refer to Table
1 for a guide to theme incidence by interview.
Previous Academic Experiences
Participants identified high school environments and in-
teractions as strong influences on perceptions of college
access, academic preparedness once in college, and aware-
ness of resources and services supporting college transi-
tion. The academic rigors of college contributed to partici-
pants’ beliefs about self-efficacy, as participants explicitly
feared they would not be able to overcome poor prepara-
tion, thus creating a sense of inadequacy and failure. Lim-
ited prior exposure to academic supports exacerbated feel-
ings of inefficacy and hopelessness, and participants
highlighted the importance of resource awareness and
willingness to access resources as essential to academic
progress and success.
Family Influence
Family factors contributed to participants’ conceptions of
education, success, and well-being. Enrolling in college
was not a personal choice for personal success, but a
choice to provide a better future for the participant, par-
ents, and future family. The role of the family was para-
doxical — family encouragement and support were impor-
tant to participants’ intentions and decisions to attend and
persist through college, but family expectations and re-
table 1. theme incidence per interview
34
elements : : fall 2015
sponsibilities negatively influenced graduation rates.
Participants talked about financial stresses and the ex-
pectation of taking care of the family as potential barriers
to college persistence.
Masculinity
Gender played a significant role in how Latino males sit-
uated their education in relation to identity, family, and
their future. Participants perceived education as neces-
sary for the financial independence and security needed
to support a family. While some participants wanted fu-
ture partners to be financially independent, most identi-
fied the male as the primary provider. Self-sufficiency
and success in the primary provider role were essential to
how these men made decisions about their education.
Masculinity also played a major role in how participants
sought help during college. Participants’ constructions
of masculinity blended traditional Latino constructions
of gender with mainstream American notions. This
“Americanized machismo” acknowledges self-sufficien-
cy and independence, and when integrated with a multi-
cultural construction of gender, strongly influences how
these men viewed formal and informal help-seeking.
Gender policing in the Latino community also discour-
aged help-seeking considerations and behaviors.
discussion
The role of the family and the importance of access to
resources in high school and college for first-generation
college students were significant points for many partici-
pants. The lack of secondary school resources rendered
not only the college application process, but also the tran-
sition to college life, difficult. Andres, a sophomore, il-
lustrates this point:
I didn’t know that you could get free tutoring…I didn’t know
that there were people on campus that you could go to and
talk to and try to appeal a financial aid decision. None of
that stuff was available to me in high school, so the possibil-
ity that they would be available in college…didn’t even cross
my mind.
Andres’ experience showcases how a prior lack of access
to resources and assistance continues to affect individu-
als even as they enter more encouraging environments.
Family support and expectations for higher education per-
meated the discussion on what influenced participants’
goals of going to college. Participants emphasized the
need “to achieve what my parents were never given the op-
portunity to achieve. I was born here [in the United States]
so…there was no reason for me not to go to college—if I
wanted to succeed.” Attending college and receiving a di-
ploma could realize the value of parents’ hard work. Fami-
lies demanded that sons avail themselves of American
privileges. This theme pervaded all interviews. One par-
ticipant talked about his family’s immigration to the Unit-
ed States in this context, explaining how his parents strug-
gled with the most difficult jobs, and that “Going to college
meant showing them that all they had sacrificed was not
done in vain. My job was to get to college and I did.” Ob-
taining a college degree seemed to be individually and
family-motivated; participants identified the benefits of a
college education as the main incentives behind enrolling
in, and graduating from, college.
The intersection of gender and culture was the most criti-
cal theme. Participants deconstructed their journeys to col-
lege and during college within the context of their identity
as Latino men, noting how gender and culture shaped
their conceptions of education, success, and ability. Gen-
der construction, defined by one participant as an “all-con-
suming way of thinking that tells you how you have to live
as a man,” shaped participants personal and professional
aspirations. Attending college was not only something that
participants felt they owed their parents, but also some-
thing that ensured financial success for themselves as
male role models.
once at college, latino males often struggle
to access resources and support. (courtesy of
wikimedia commons)
35
latino masculinity
“This ‘Americanized machismo’ acknowledges self-
sufficiency and independence, and when integrated with
a multicultural construction of gender, strongly influences
how these men viewed formal and informal help-seeking.”
Definitions of success included the ability to “support my
family, have a house, and take care of my wife and kids…
My parents always told me that I needed to be able to take
care of my family—I need to be the provider and college
will help me to do that.” The concept of family itself, for
many of the participants, corroborated the literature on the
concept of familismo. Interviewees perceived an expecta-
tion of responsibility, not only to future families, but also
to parents and siblings, which extended particularly to fe-
male family members. As David, a senior, shared, “If
something were to happen to my father, or any of my
brothers, I would have to take care of my mother and sis-
ters—it’s just what I would have to do—it’s what would be
expected of me and what I would expect, too.” This self-
imposed obligation to support family members, and to
support women specifically, reinforces “Latino male as
provider” as an integral component to Latino male identity.
This concept is also closely linked to being “the man of the
house.” Most participants identified a direct expectation
from family members, both male and female, to fulfill this
role by virtue of being a male in the home. “When my dad
died…my mom told me that I was the man of the house
now…I had to be strong and take care of the family,” shared
Gustavo whose father died when he was nine years old.
“Those words stayed with me—I still feel like I am the
man the house, like I have a family to take care of, like…
this [college] isn’t just about me, you know?” The interplay
of gender-based family expectations and success yielded
very specific reasons why Latino men were in college. Go-
ing to college, therefore, meant guaranteeing their ability
to assume the role of provider and support current and
future families. Such interplay created a paradoxical effect:
a motivator to college success in the face of positive family
involvement and support, became a stressor in the face of
family hardship and adversity.
Participants’ constructions of masculinity were at the crux
of the conversation on college achievement and persis-
tence. Participants branded the ideal Latino man as pos-
sessing qualities that coincide with traditional masculine
norms, such as independence, virility, emotional control,
industriousness, aggression, and dominance.20 Yet, par-
ticipants identified Latino masculine norms to be “exag-
gerated” and “much more intense.” As Benny noted, “Lati-
nos have very clear separations between men and women.
It’s very traditional in a sense and not open for negotia-
tion.” Gender roles in the Latino community are closely
tied to cultural identity and social practice where, “being a
man is not thrust upon me, it’s shown to me. I know I will
make them proud if I [imitate].”
Women also sustain and adhere to these conceptions of
Latino masculinity. Leal, a junior, explained that his moth-
er instructed him how to be a man:“be strong…stand up
and dominate—to not let anyone disrespect or put me
down. My father wasn’t around and so she said I had to be
strong for her and the family.” His aunts and sisters
agreed: “men can’t cry, they have to provide, they have to
be tough.” Cousins and sisters considered a man who was
not in control unattractive because he “wasn’t acting like a
man should…it’s a cultural thing.” Gender roles are so en-
trenched in the Latino community that women uphold
and co-construct them in spite of growing support for gen-
der equality and a movement away from the traditional,
and often destructive, understandings of gender in the La-
tino community (as cited by other participants). A few par-
ticipants shared how some people are challenging gender
norms in the Latino community, but these individuals
seem to be the exceptions.
Messages and lessons about gender during upbringing af-
fected the development of participants’ individual and re-
lational identities. Identities as individuals were closely
linked to communal identities as Latino men, with inte-
grated personal identifiers and tastes:“I like cars, and there
are a lot of guys in my family that also like cars. We bond
over that, you know. I like cars because they’re dirty and
36
elements : : fall 2015
hands on and fast and kind of dangerous—all of us [Lati-
nos] just like that [stuff ].” Gender and gender identity in-
form decisions and impact the choices and experiences of
Latino males in the college environment.
All but one participant identified help-seeking in relation
to masculinity as a major determinant of success in both
the academic and socio-emotional domains of college.
Asking for help was an essential but difficult behavior.
What it meant to be a Latino man clashed with the willing-
ness to engage in help-seeking. “A man has it all together,
doesn’t need to ask anyone for help—they’re independent
and strong and have it all under control,” shared Cesar, a
sophomore, “you go for help and…I know it sounds stupid,
but, it’s almost like you are no longer a man.”
Academic help-seeking was defined as going to professors’
office hours, building mentoring relationships with
campus leaders and administrators, and accessing
resources like tutoring and academic advising. Seeking
academic help resulted in psychological and social
difficulties. Cesar explains that the most profound obstacle
to help-seeking is his reluctance to admit that he is having
a hard time: “If I admitted that I needed help [then that]
meant that I didn’t have everything under control—that I
needed somebody else to help me out, to do what I
couldn’t”. Taught to be independent, Cesar viewed asking
for help as losing self-sufficiency. “I definitely didn’t want
my friends to see me struggling—they looked like they had
it all together and I pretended to, too.” Help-seeking as
dependency was common among most participants and
clashed directly with internalized constructions of
masculinity—signaling not only a lack of independence
but also a suggestion of failure.
Gender policing, a social phenomenon that imposes nor-
mative gender expressions on individuals who are per-
ceived to be non-conforming to the expectations of their
perceived sex,21 was especially notable among Latino men.
Hyper-policing of gender systematically prevailed in the
Latino community. As one participant shared, “You start
acting a little funny, like too sensitive or like you care too
much about a girl or a test or something, your [Latino]
friends will check you…they’ll let you know you’re not be-
ing a man and they won’t let you live that…down.” Another
participant agreed: “My Latino friends are so much more
obsessed with acting manly and being stereotypically male
than any of my other non-Latino friends.”
This hyper-policing also affects socio-emotional, help-
seeking behaviors. “You can’t be weak—you don’t cry, you
don’t let people get you vulnerable…you act strong and you
keep your cool. The only time you let emotions get in the
way is when someone disrespects you or your loved ones.”
The expectation of emotional stoicism is critical to Latino
men’s psychological well-being; needs are shrouded to
present the façade of incontestable “maleness.” Partici-
pants talked about facing stress, anxiety, emotional, and
interpersonal problems during college but not feeling
comfortable disclosing such experiences to anyone be-
cause of the dissonance between emotional expression
and male identity. Such issues were handled privately and
independently:
When I feel stressed out, or something is going on with my
family or a girl, I just go and hang out by myself. I deal with it
myself. I don’t need anyone to listen to me—I don’t like talking
about my feelings. I just feel uncomfortable doing it… I don’t
know how to go to people and talk to them about my private
life—I can’t even describe how I feel sometimes to myself, how
am I supposed to go and do that with someone who will prob-
ably just judge me for it?
Fear of judgment and gender-policing prevented many
participants from self-disclosing and encouraged them to
distinguish between support networks in their lives.
Several men discussed talking to certain friend groups
about specific problems depending on whether or not
those friends ascribed to prevailing Latino understandings
of masculinity. Peter, a freshman, shared, “I go to my
white guy friends about an issue with a girl or about feel-
ing stressed out. They are so much more open to that kind
of stuff. When I go to my Latino friends, they just make a
“‘My Latino friends are so much more obsessed with
acting manly and being stereotypically male than any of
my other non-Latino friends.’”
37
latino masculinity
joke out of everything.” Corroborating Peter’s sentiment,
Joseph shared, “My Latino friends just make jokes…they
tell me to man up and that everything will work out fine—
but sometimes you just need someone to say they under-
stand how you feel and that it’s okay.” Dealing with emo-
tional or psychological needs through humor was also
prevalent. The fact that Latino men felt more comfortable
talking about emotional topics with non-Latino friends
amplifies the validity of exploring Latino males’ concepts
of masculinity and gender-policing and their effect on col-
lege persistence.
Participants identified emotional and relational difficulties
as having a negative impact on academic involvement and
achievement. Not talking about stress and feelings led to
distress and inadequacy: I was too easily overwhelmed, I
felt so much pressure; school just started to become harder
and harder for me. Believing that he had to do everything
himself, one participant remarked that, “any challenge
that comes your way becomes ten times bigger, ten times
harder to overcome, ten times more likely to break you
down.” Latino males identify help-seeking as especially
pertinent to college persistence, and this shows that help-
seeking is relevant not only academically, but also socio-
emotionally. Help-seeking seems to be a critical variable in
the context of Latino men’s low rates of college persistence.
limitations of the present study
There are several limitations of this study. First of all, the
small sample size prevents generalizability of findings,
and the snowball sampling method, albeit necessary in
transferring trust, can result in a sample that is homoge-
nous in terms of experiences, values, and beliefs. A study
that uses a random probability sampling method would
limit such a risk. Another limitation is the unique educa-
tional make-up of the sample. Given that all participants
derived from predominantly white, private universities,
findings cannot be linked closely to the experiences of stu-
dents at public or more ethnically diverse university set-
tings. The general environment of the university and the
presence of greater academic and social supports for Lati-
no men may have influenced the shared experiences of the
current study’s participants.
strengths of the present study
The paucity of literature that includes ethnically diverse
Latino male voices on the topic of college persistence was
a significant motivator for this study, and thus contributes
to the literature by including an ethnically diverse sample
in an in-depth, qualitative exploration. Participants shared
experiences, perspectives, and understandings in a way
that validated their contributions.
This study also reflects the present demographics of a sig-
nificant portion of America’s Latino population. Partici-
pants’ ethnic ties reflect the majority ethnic composition
of the Latino population in the United States, and their
identification as first-generation also reflects the immi-
grant make-up of Latinos between the ages of 18 and 25.22
conclusion
Constructions of masculinity appear to be the most salient
influence on Latino male enrollment and persistence
intentions in college. Despite the importance of resources
and support services in high school and universities,
participants described their struggles in college as
primarily influenced by their understandings of identity
and masculinity in a cultural context. Participants’
positionality as first-generation Latino-Americans enabled
a gender identity constructed as a hybrid of both American
and Latino cultural influences in an “Americanized
machismo” paradigm.
The inflation of gender roles in the Latino community cre-
ates an environment of hyper-gender policing that restricts
many Latino men in college from engaging in behaviors
that would threaten their masculinity, even when such be-
haviors might ensure academic or personal success. Mas-
culinity as a performance, relevant and established in the
literature,23 seems to be more significant for Latino males.
Furthermore, the interplay of gendered identity construc-
tions and help-seeking behaviors was a significant finding.
Participants explicitly related internalized understandings
of masculinity to their inability to engage in help-seeking
behaviors, yielding a dynamic with very noticeable aca-
demic, financial, and psychological ramifications. Obsta-
cles pertaining to academic and financial help-seeking, at-
tending professors’ office hours, making use of on-campus
tutoring resources, seeking financial aid advocates, etc.,
have to be overcome for Latino males to logistically make
it “through” college.
The socio-emotional, psychological piece of help-seeking
was particularly critical. Cultural conceptions of what it
means to be a man were closely linked to psychological
and emotional well-being, undoubtedly important factors
in college persistence and success. Participants’ unwilling-
38
elements : : fall 2015
ness to seek help in all domains for fear of losing their
masculine appearance, in addition to their refusal to ob-
tain emotional support from friends, significantly under-
mined their academic performance and psychological
well-being. Participants explicitly linked their emotional
and psychological health to feelings of self-efficacy and
motivation for college completion. This reveals the expect-
ed finding that masculinity plays an important role in
mental health, which is essential to college persistence.
implications and recommendations for
future research
The current study provides evidence for the complexity of
factors that influence Latino men’s college persistence lev-
els. Improving high schools and universities to better ad-
dress Latino men’s unique academic and social needs is
crucial to ensuring higher college graduation rates. Vali-
dating and understanding the significant role of the family
in the lives of Latino men and its influence on their aca-
demic and professional decisions must be a tenet of any
intervention or outreach program that aims to work with
this population. Additionally, understanding the role that
masculinity plays in Latino male identity development and
definitions of appropriate and inappropriate help-seeking
behaviors is vital for educators and psychologists, if they
seek to improve up the low rates of Latino male degree at-
tainment. Finally, future research should further explore
the intricate relationship between masculinity, help-seek-
ing, and psychological distress. Participants noted psycho-
logical well-being as critical to college success and persis-
tence, and yet, they are unwilling to seek support. Exploring
the causes of such contradictory behavior may uncover
ways to develop a more productive synergy between gen-
der identity, help-seeking behaviors, and academic, social,
and emotional well-being among Latino men in college.
39
latino masculinity
endnotes
1. Passel & Cohn, 2008.
2. U.S. Department of Education, 2012.
3. Ibid.
4. Ojeda, Navarro, and Morales, 2010.
5. Arciniega, Anderson, Tovar-Blank, & Tracey, 2008; Castillo,
Cano, Chen, Blucker, & Olds, 2008; French & Chavez, 2010;
Ovink, 2013.
6. Ojeda et al., 2010, 223.
7. French & Chavez, 2010.
8. Ojeda et al., 2010.
9. Clark, Ponjuan, Ossock, Wilson, and Flores, 2013; Cerezo
& Chang, 2013; Ingram & Gonzalez-Matthews, 2013; Nuñez,
Sparks, and Hernandez, 2011; Ojeda, Castillo, Rosales Meza, and
Piña-Watson, 2013.
10. Clark et al., 458.
11. Cerezo et al., 2012; Cerezo & Chang, 2013.
12. Cerezo et al., 2012, 359.
13. Ibid.
14. Cerezo et al., 2012, 357-358.
15. Pew Research Center, 2010.
16. Neuman, 2006.
17. Ibid.
18. Ibid.
19. Ibid.
20. Mahalik, Locke, Ludlow, Diemer, Gottfried, Scott & Freitas,
2003.
21. Helgeson, 2011.
22. Krogstad & Lopez, 2014.
23. Kimmel, 1994.
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41
latino masculinity
this paper deals with the west german student movement, which, like most student
movements, was active in the 1960s and focused primarily on social issues. it attempts
to interpret the critiques levied by the movement in relation to those events and
thoughts which preceded it. the author argues that there was a distinct rhetorical
and philosophical connection between the 68er-bewegung and the critical theory
of the frankfurt school. this connection shaped the methods and goals of the
student movement, which sought to integrate a process of coming to terms with the
realities of germany’s fascist, anti-democratic past into the german mindset
following the rich period of remarkable postwar economic development. these
methods and influences, which are called “critical historical memory,” are then
argued to have been deployed so as to bring to light the continued presence of
fascistic tendencies in contemporary german politics, with the hope of coming to
terms with the recent past.
dissent in the wirtschaftswunder
Historical Memory and the German Student Movement
alec walker
The writings, speeches, and pamphlets of the German stu-
dent movement display a contemporarily unique approach
to historical memory. The period following World War II
called for a historical reckoning of recent events in Ger-
many. Due to conditions on the ground, however, such im-
mediacy was either made impossible by turmoil or forced
and subsequently repressed by denazification. Given its
ostensibly democratic structure and ideals, Western Ger-
many seemed positioned for a reckoning of memory and
conscience with the dawn of a new sovereignty in the mid-
1950s. As Konrad Adenauer and his administration re-
gained the reigns of governance, though, the extent to
which a recovery of conscious, critical historical memory
occurred is unclear. While West German economic stan-
dards rose rapidly to levels similar to their Western allies,
it is not evident that there was any discourse aimed at com-
ing to terms with the fascist, antidemocratic tendencies
that had until recently carried so much political and cul-
tural clout. Indeed, in the nexus that became known as the
German student movement, or the 68er-Bewegung, the
criticism that the recovery to date had been merely mate-
rial and disturbingly ahistorical is brought to light. In this
sense, the German student movement can be interpreted
as movement of critical historical memory.
An outline of this concern is found in a speech titled “The
Students and the Revolution,” delivered by Rudi Dutschke,
a figurehead of the movement. Dutschke stated that, “In
the fifties the Left in West Germany believed that capital-
ism no longer contained any contradictions.”1 The old
guard, Dutschke claimed, had acquiesced too readily to an
easy definition of progress, a superficial economic solution
that attempted to pave over the problematic parts of recent
history. To understand both Dutschke’s speech and the
movement it epitomized, one must observe the insistence
on historical memory that spurred the movement’s incep-
tion, how this concern impacted the movement’s means of
demonstration, and to what degree it was successful in its
complicated conclusion.
The fact that critique of recent history occurred in German
universities is, in one sense, historically expected. In
Western Germany, between 1960 and 1966, there was a
precipitous rise in the student population from 195,000 to
281,000, resulting in overcrowded facilities and reduced
contact with faculty.2 While this would be cause for alarm
in any political climate, it resulted in particularly shocking
outcomes in Western Germany due to a number of factors
external to the university. The student body felt stifled and
politically impotent. As Willibald Karl notes in The Journal
of Contemporary History, the student unions of various
German universities “proved [themselves] incapable of
meeting the needs of the students or of getting their
demands accepted.”3 As a result, the students sought
political means of recourse — specifically in the socially
liberal, and classically socialist, Sozialdemokratische Partei
Deutschlands (SPD.) However, the SPD, in its 1959 party
convention, had abandoned its classical Marxist views in
favor of a capitalistic, social market economy platform,
beginning a process of what Michael Schmidtke of the
University of Bielefeld termed “de-ideologization.”4 Those
ideals, historically crucial to liberal student politics, were
being actively abandoned. It was these first sparks of
agitation that originally ignited the German student
movement, represented by the Sozialistischer Deutscher
Studentenbund (SDS) and a number of other attendant
extra-parliamentary agencies.
Unlike many protest movements of the past, the body of
the SDS was not foreign to the rulers they criticized. As a
result, “the dominant parent culture…sensed that this
protest movement [was] emerging from its own center —
the middle class.”5 They emerged as an educated and
engaged contingent, which felt society was partaking in
mass historical repression. The students’ initial discontent,
contained and pressurized in the universities, was fanned
further by the winds of the 1960s. By 1966, the new SPD
had formed a grand coalition government with the more
conservative Christlich Demokratische Union
Deutschlands (CDU), making it “nearly impossible to
articulate opposition views outside of the two dominant
political parties.”6 The new coalition enacted policies
1968 hamburg lehrling demonstration (courtesy
of wikimedia commons)
43
dissent in the wirtschaftswunder
showing no regard for recent history, proposed by leaders
implicated in the recent atrocities of National Socialism.
Kurt Georg Kiesinger was accepted as Chancellor, despite
his involvement in the Third Reich, and Franz Joseph
Strauß was appointed finance minister, despite his
numerous attempts to limit the free voice of the German
press.7 The appointment of these men, readily indictable
of antidemocratic activity, appeared as a flagrant dismissal
of history in the eyes of the students, and the policies they
sought to pass appeared reminiscent of times both recent
and repressive. With precisely these concerns in mind, the
students criticized the proposed emergency laws of the
grand coalition, which would endow the government with
overarching power in times of vaguely defined “crisis,” due
to their similarity to the Weimar laws of the 1930s.8 Politics
at large seemed at best conservative, at worst regressively
forgetful. As Belinda Davis of Rutgers University notes, a
variety of obstacles caused the students to create their own
sphere of thought. This independent space allowed
“alternative modes of living…offering protection from
repression,” a place where they could critically address the
present and, ultimately, the past.9
Here, then, is the scent of the real issue, by which the stu-
dent movements can be understood as engaging in a dis-
course not only on the present, but also on the not-distant
past — a generation’s reaction to the reviving of a smell
repressed, and their insistence that it not be perfumed.
Their critique, and the sphere they created to propagate it,
began to expand intellectually beyond the present situation
in the universities to the images and memories of fascism
lingering in society at large, which, in Sabine Von Dirke’s
words, “overshadowed the democratic-humanitarian rhet-
oric of mainstream West Germany with which the youth
had grown up.”10 In this sense, the students’ insistence on
recalling the “functions of fascism” in the 1920s and 1930s
can be understood. Dutschke’s indictment that “After the
second world war a new form of fascism” arose can also be
interpreted through this perspective.11 Fearing a revival of
authoritarian principals, the students, barred from parlia-
ment and the orthodox university, founded a critical per-
spective backed by their own interpretation of recent
history. The core methodological backings of the move-
ment were, in their very nature, a recollection of recent
intellectual history. Much of the movement’s method was
based upon the revival of the Frankfurt School, that fa-
mous house of Critical Theory, which had been “partially
lost due to Nazism and partially repressed.”12 Theodor
Adorno, a member of the Frankfurt School contemporary
to the student movement, surmised the student’s opposi-
tion to authoritarianism when he wrote of “the bestial fury
of the Brownshirts” against those critical of them as the
“incursion of the wild horde into the preserve of the
mind.”13 The reader does not miss the historicity of the
phrase, in its explicitly critical memory of National Social-
ism. But Adorno went further, diagnosing modernity, ex-
plicating a mood, and endowing the students with a guid-
ing method, when he stated that the critic would “have
willingly excelled the less clever tyrants who were to suc-
ceed him”, arguing that the once usurped critic now reigns
rather than thinks; it was the students’ contention and ex-
pansion that this is a particularly apt analysis in the realm
of politics.14 The goal, then, was to actively keep the past of
fascism in mind as a means of critiquing the present. The
movement’s very method was a historical revival, opposed
both to fascism and forgetting. The students’ main mode
was memory. Theirs was the realization that the modern
Germany hegemony, to quote Schmidtke, “paralleled the
traumatic Weimar experience,” and thus threatened to
bring about equally traumatic consequences.15
Tracing the premise that the students borrowed their
memory and their historical method from the Frankfurt
School, the manner in which they advanced Adorno’s real-
ization that “once culture itself has been debased to ‘cul-
tural goods’…it has already defamed its raison d’être” must
be observed.16 Rather than theorizing about cultural de-
basement, the students attempted to actively engage the
forces responsible for its defamation. Herbert Marcuse, in
writing on the student movements, noted that the first
movement of the students was one of negation, a refusal
“to participate, to play along, [out of ] disgust with the life-
style of the ‘affluent society.’”17 This negation then desired
motion, incapable of being contained within the universi-
ty. In 1966, following a series of sit-ins at the Free Univer-
sity of Berlin, the students passed a resolution in which
“The appointment of these men, readily indictable of
antidemocratic activity, appeared as a flagrant dismissal
of history in the eyes of the students.”
44
elements : : fall 2015
they stated that their movement was “about viewing free-
dom in the university as a problem that points beyond the
realm of the university itself.”18 This required a move into
society at large, propagated by subversive political action,
inspired by the Frankfurt School, and based on the belief
that such actions “could result in ‘moments of self-con-
sciousness’ for the protester” which would then spread
across culture.19 Convinced that the situation in the univer-
sity was, as Rudi Dutschke phrased it, “closely interlocked
with the entire structure of society and government in a
late-capitalist society,” the students sought to engage with
power structures which ensured the status quo by denying
the continued presence of fascistic tendencies — those
hidden tendencies which sought to reify and sterilize cul-
ture and history.20 These protestors, with their critical
methodology in hand, “developed a strategy which aimed
to create situations where power structures would be un-
veiled, and where participants would define themselves
independently from authority.”21 This critical revelation of
power is seen in the protests against the Shah’s visit to
Germany in June of 1967. As a student-produced pamphlet
described, the protestors were objecting to a leader who
had “been shown to have tortured and murdered hun-
dreds of politicians, journalists, students, and workers” —
a despot who embodied every authoritarian tendencies.22
However, despite various accounts of police brutality and
the murder of student activist Benno Ohnesorg, the pro-
testors remained peaceful, establishing themselves as the
antithetical, historically aware opposition. They used this
antithesis, the stark contrast of violence and peace, to gen-
erate rhetorical power. The only crime that the students
were guilty of, as their pamphlet said, was “speaking out
for freedom, democracy, and social justice.”23 The students
were unquestionably successful in bringing power struc-
tures to light — forcing both contemporary German soci-
ety and twenty-first entury historians to reckon with the
fact that the SPD, in the words of Davis, “oversaw the sup-
pression of nonviolent oppositional…expression arguably
more repressively than had [the CDU].”24 The question
arose as to whether the SPD was not more “right,” even
more authoritarian, than it had originally appeared. More
generally, the potential for formerly politically progressive
parties to be ideologically debased as the result of political
success was poignantly brought to light. The movement’s
antiauthoritarianism, its main mode of leaving the stric-
tures of the university, was also historical in nature, calling
into question not only their current leaders, but also the
regimes of Adenauer and the Third Reich and what they
saw as their repressive tendencies — seeking to engage
more with the public and bring it to awareness.25
Rather than a movement of divisive violence, Rudi
Dutschke, the SDS, and the students in general sought a
universal “coalition of workers and students in the organi-
zational form of [revolutionary] councils.”26 Despite the
violence generated by the authoritarian camp, the students
strove to remain peaceful. In an interview with Der Spiegel
regarding his critique of the Springer Press, Dutschke ex-
plicitly stated, “Violence, murder, and killing…would be
wrong and virtually counterrevolutionary” — in this sense,
they would also be ahistorical, reminiscent of the fascism
the students sought to critique.27 The object was to move
into society at large, to expand their view’s power while
establishing a broader base of support. Through this broad
union, the movement would establish “scholarship that
bases its analysis on present-day conflict situations
throughout the world.”28
It is now possible, with Dutschke’s idea of a self-aware, ac-
tive scholarship, to see the manner in which a generational
movement -- critically aware, highly educated, antagonisti-
cally seeking unity -- presented a unique means of coming
to terms with Germany’s unique past. It is in this sense
that Dutschke’s “Students and the Revolution,” dealt with
earlier, can be understood. Dutschke argued that “German
fascism has lost its definite historical form” — in other
words, though the iconic party of fascism was recently de-
throned, elements of its ideology persisted, colonizing
various elements of political, social, and intellectual life.29
The students’ goal was to bring this to the attention of the
world at large. All the movement’s actions should be seen
in precisely this light, as a vigorous viewing and criticism
of all forms of fascism, both historical and present. Emerg-
ing from this movement was a new, antagonistic history,
one that opposes the idea that “history is a result of the
german youth expressing their dissatisfaction
(courtesy of wikimedia commons)
45
dissent in the wirtschaftswunder
personalities of world history,” the notion that “bourgeoi-
sie thinking can only understand the conflict in society…as
a result of outstanding individuals.”30 In Dutschke’s argu-
ment, the students and their work produce a method “that
emancipates and that does not need leaders as chief ideol-
ogist,” constituted by a mass of individuals characterized
by “the fact that they take part in a steady critical dialogue,”
aware that “any personal powers they have can be removed
at any time.”31 This call to work was a call to responsibility,
to awareness, and to resolution. Aware of history and the
dangers of authority, the movement finally returned,
though altered, to one of its foundational thinkers, Ador-
no, in his invective that criticism must “become aware of
its own questionable position.”32
To end on such a laudatory note, though, would be to miss
the critical point. The turbulence that followed the end of
the movement questioned the very basis on which it
seemed founded. Following an attempt on Dutschke’s life,
a wave of violent protests, breaking from the previously
peaceful tones of the movement, arose — culminating on
Easter Sunday, when a massive brawl broke out between
students and police. As Schmidtke notes, these riots
“marked a turning point for the student movement in Ger-
many” — the observable fracture that portended a shatter-
ing.33 In the following months, the movement continued
to split, and by the SDS conference of 1968, the various
conflicting ideals of the movement “became obvious…
paralyz[ing] further activities.”34 In the instant of its final
iteration, as “the focus shifted away from...individual sub-
jectivity to that of social class,” the movement lost the col-
lectively individualistic force, the constant critique with
history in mind, which inspired it in the first place.35 With-
out the strong, individual voice of Dutschke, the move-
ment lost much of its collective will. In a philosophical
sense, this acts to bring to light the rather odd aporia of a
movement seeming to seek collective consciousness predi-
cated upon individual acts of critique. Pragmatically, the
movement failed to achieve of any of its aims in full: the
emergency laws ultimately passed, the universities saw no
sweeping reform, and there was no grand calling to con-
sciousness. Horst Krüger, a critic of the students, may
have been right in stating that the students “spoke a lan-
guage whose rigid, formulaic shorthand” forms a “new
esoteric party lingo” - the students began to appear as yet
another political body.36 Yet more problematic, the once
peaceful protest moved to one of active, militaristic vio-
lence. The Red Army Faction, a splinter group formerly
affiliated with the SDS, viewed violence “as a simultaneous
act of emancipation and defense” that would “force the
state to reveal openly its fascism,” and terrorized Germany
in the 1970s. This was clearly hypocritical in view of the
movement’s original, peaceful, antifascist intent, yet it is
also a violently clever reappropriation, revealing the fright-
ening mutability of the student’s rhetoric.37
That a movement aiming to function outside of govern-
mental strictures ultimately adopted the language of a po-
litical party, and that a peaceful antifascist movement re-
solved in violence’s authority obviously questions its
historical awareness. Perhaps, though, rather than making
present analysis impossible, this reality can be used to bet-
ter circumscribe a historically significant moment. While
the movement, like so many others, petered out, it was for
a time aware, as analysis has shown. As Von Dirke notes,
“The Frankfurt Auschwitz Trial in 1965 … introduced the
majority of the German youth for the first time to the hor-
rors of the Holocaust and heightened their sensibility for
the question of historical failure and guilt.”38 With a new
generation came a hope for new thought and fresh eyes.
Adorno, though not a member of the student’s generation,
stated that “to write poetry after Auschwitz is barbaric.”39 It
is precisely this realization, of the utter barbarism and
deep-seated unacknowledged hypocrisy that lay at the
heart of contemporary Germany, which the students at
their highest moment achieved. For this reason, the re-
fusal of German society to allow the students, in their call
to consciousness, to develop into a call to dogmatism and
violence, perhaps showed the first signs of coming to
terms with those atrocities which had just so recently, and
so querulously, ended.
“The goal, then, was to actively keep the past of fascism
in mind as a means of critiquing the present.”
46
elements : : fall 2015
endnotes
1. Rudi Dutschke, “The Students and the Revolution (7 March
1968)” in The Global Revolution of 1968 ed. Jeremi Suri trans. Pa-
tricia Howard (New York: Norton, 2007) 122.
2. Michael A. Schmidtke, “Cultural Revolution or Cultural Shock?
Student Radicalism and 1968 in Germany,” South Central Review
16/17 (December 1, 1999) 78.
3. Willibald Karl, “Students and the Youth Movement in Germany:
Attempt at a Structural Comparison,” Journal of Contemporary
History 5, no. 1 (January 1, 1970): 114.
4. Schmidtke, “Cultural Revolution or Cultural Shock?,” 78.
5. Sabine Von Dirke, “All Power to the Imagination!” : the West Ger-
man Counterculture from the Student Movement to the Greens (Lin-
coln: University of Nebraska Press, 1997), 31.
6. Schmidtke, “Cultural Revolution or Cultural Shock?,” 80.
7. Schmidtke, 78—79.
8. Schmidtke., 79.
9. Belinda Davis, “What’s Left? Popular Political Participation in
Postwar Europe,” The American Historical Review 113, no. 2 (April
1, 2008): 370.
10. Von Dirke, All Power to the Imagination!, 31.
11. Dutschke, “The Students and the Revolution (7 March 1968)”
121.
12. Von Dirke, All Power to the Imagination!, 32.
13. Theodor Adorno, “Cultural Criticism and Society” in Prisms
ed. Theodor Adorno trans. Samuel and Shiery Webber (Cam-
bridge: The MIT Press, 1981) 22.
14. Ibid.
15. Schmidtke, “Cultural Revolution or Cultural Shock?,” 81.
16. Adorno, “Cultural Criticism and Society,” 22.
17. Marcuse, Herbert, “Herbert Marcuse Denounces the Vietnam
War (May 22, 1966)” trans. Allison Brown. German History in
Documents and Images. 19 April 2014, http://ghdi.ghidc.org/sub_
document.cfm?document_id=890
18. Bergmann, Uwe, “The “Sit-In” as a Means for Reforming the
University (June 22, 1966)” trans. Allison Brown German History
in Documents and Images. 19 April 2014, http://ghdi.ghi-dc.org/
sub_document.cfm?document_id=891
19. Schmidtke, “Cultural Revolution or Cultural Shock?,” 83.
20. Dutschke, Rudi, “The Students and the Revolution,” 115.
21. Schmidtke, “Cultural Revolution or Cultural Shock?,” 83.
22. Social Democratic Student Association “Social Democratic
Student Association Flyer on the Death of Benno Ohnesorg (June
3, 1967)” trans. Allison Brown. German History in Documents and
Images. 19 April 2014, http://ghdi.ghi-dc.org/docpage.
cfm?docpage_id=1620
23. Ibid.
24. Davis, “What’s Left?”. 117.
25. Sabine Von Dirke, All Power to the Imagination!, 33.
26. Ibid.
27. Dutschke, Rudi, “Rudi Dutschke Demands the Expropriation
of the Springer Press Empire (July 10, 1967)” trans. Allison
Brown. German History in Documents and Images. 19 April 2014,
http://ghdi.ghi-dc.org/sub_document.cfm?document_id=893
28. Ibid.
29. Dutschke, Rudi, “The Students and the Revolution,” 118.
30. Ibid., 128
31. Ibid., 129.
32. Adorno, Thodor, “Cultural Criticism and Society,” 28.
33. Schmidtke, “Cultural Revolution or Cultural Shock?,” 87.
34. Webler, “The Sixties and the Seventies,” 157.
35. Von Dirke, All Power to the Imagination!, 33.
36. Horst Krüger, “Liberal Musings on the Character of the Gen-
erational Revolt (October 18, 1968)” trans. Allison Brown. German
History in Documents and Images. 19 April 2014, http://ghdi.ghi-
dc.org/docpage.cfm?docpage_id=126
37. Karrin Hanshew, “Daring More Democracy? Internal Security
and the Social Democratic Fight Against West German Terror-
ism,” Central European History 43, no. 1 (March 1, 2010): 117.
38. Sabine Von Dirke, All Power to the Imagination!, 138.
39. Adorno, Theodor, “Cultural Criticism and Society,” 34.
references
Adorno, Theodor, “Cultural Criticism and Society” in
Prisms edited by Theodor Adorno, translated by Samuel
and Shiery Webber (Cambridge: The MIT Press, 1981): 17-
34.
Bergmann, Uwe, “The “Sit-In” as a Means for Reforming
the University (June 22, 1966)” translated by Allison
Brown German History in Documents and Images. Accessed
April 19, 2014, http://ghdi.ghidc.org/sub_document.
cfm?document_id=891
Davis, Belinda. “What’s Left? Popular Political Participa-
tion in Postwar Europe.” The American Historical Review
113, no. 2 (April 1, 2008): 363-90.
Dutschke, Rudi, “Rudi Dutschke Demands the Expropria-
tion of the Springer Press Empire (July 10, 1967)” Trans-
lated by Allison Brown German History in Documents and
Images. Accessed April 19, 2014, http://ghdi.ghidc.org/
sub_document.cfm?document_id=893
Dutschke, Rudi, “The Students and the Revolution (7
March 1968)” in The Global Revolution of 1968 edited by
Jeremi Suri translated by Patricia Howard (New York: Nor-
ton, 2007): 118-131.
Hanshew, Karrin. “Daring More Democracy? Internal Se-
curity and the Social Democratic Fight Against West Ger-
man Terrorism.” Central European History 43, no. 1 (March
1, 2010): 117-47.
47
dissent in the wirtschaftswunder
Karl, Willibald. “Students and the Youth Movement in
Germany: Attempt at a Structural Comparison.” Journal of
Contemporary History 5, no. 1 (January 1, 1970): 113-27.
Krüger, Horst, “Liberal Musings on the Character of the
Generational Revolt (October 18, 1968)” Translated by Al-
lison Brown German History in Documents and Images. Ac-
cessed April 19, 2014, http://ghdi.ghidc.org/docpage.
cfm?docpage_id=126
Marcuse, Herbert, “Herbert Marcuse Denounces the Viet-
nam War (May 22, 1966)” translated by Allison Brown
German History in Documents and Images. 19 April 2014,
http://ghdi.ghidc.org/sub_document.cfm?document_
id=890
Sabine Von Dirke. “All Power to the Imagination!” : the West
German Counterculture from the Student Movement to the
Greens. Lincoln: University of Nebraska Press, 1997.
Schmidtke, Michael A. “Cultural Revolution or Cultural
Shock? Student Radicalism and 1968 in Germany.” South
Central Review 16/17 (December 1, 1999): 77-89.
Socialist Democratic Student Association, “Socialist Dem-
ocratic Student Association Flyer on the Death of Benno
Ohnesorg (June 3, 1967)” translated by Allison Brown Ger-
man History in Documents and Images. Accessed April 19,
2014,http://ghdi.ghidc.org/docpage.cfm?docpage_
id=1620
Webler, Wolff-Dietrich. “The Sixties and the Seventies: As-
pects of Student Activism in West Germany.” Higher Edu-
cation 9, no. 2 (March 1, 1980): 155-68.
48
elements : : fall 2015
restriction factors are implicated in long-term evolutionary “arms races,” in which
viral antagonists drive the evolution of host proteins, and vice versa. consequent-
ly, restriction factors are remarkably variable, displaying polymorphism within spe-
cies and divergence between species as a result of positive selection. this paper inves-
tigates diversity in the apobec3f (a3f) restriction factors of old world primates in
order to determine whether they display evidence of involvement in an evolutionary
“arms race.” we speculated that genetic variability in a3f could reflect evolutionary
conflict with the vif proteins of primate lentiviruses, which are known to enhance
viral replication by binding and degrading host a3 proteins. a3fs of several old
world primate species were genotyped, and the sequences revealed both intra-species
diversity and inter-species divergence. representative rhesus macaque (macaca mu-
latta) sequences were cloned and tested for sensitivity to vifs from various simian
immunodeficiency viruses (sivs). evolution of a3f in the rhesus lineage is not due to
selection by sivs, but may reflect antagonism by another retrovirus.
a biological “arms race”
APOBEC3F Diversity and its Influence on Lentiviral Resistance
allyson tank
introduction
I. Restriction factors: barriers to cross species transmission
Acquired Immune Deficiency Syndrome (AIDS) was first
identified as a disease in 1981, as increasing numbers of
homosexual men were dying of opportunistic infections
after becoming immunocompromised.1 The causative
agent was soon discovered to be a lentivirus, classified as
Human Immunodeficiency Virus Type 1 (HIV-1).2,3 HIV-1
and its close relative HIV Type 2 (HIV-2) arose in human
populations as a result of cross-species transmission
events from natural simian hosts of the Simian Immuno-
deficiency Viruses (SIVs). The closest simian relative of
HIV-1 is the strain naturally infecting chimpanzees
(SIVcpz),4 while the closest simian relative of HIV-2 is the
strain naturally infecting sooty mangabeys (SIVsm).5 Over
40 species-specific SIVs have since been identified in non-
human primate species. A fraction of these infections re-
sult in immunodeficiency in the host species, while most
are nonpathogenic in their natural hosts.6
The SIV of a given primate species cannot readily infect a
different species without undergoing numerous adapta-
tions. Part of this adaptation process involves evading host
antiviral proteins known as restriction factors. Restriction
factors are host proteins that utilize numerous mecha-
nisms to interfere with viral infections as part of the innate
immune response. Some interact directly with viral fac-
tors, while others make the cellular environment unsuit-
able for sustained viral replication.7 These defensive genes
are subject to relatively rapid evolution under the selective
pressure of viral counter-restriction mechanisms, and vari-
ants that confer greater fitness to the host during a viral
outbreak will become fixed in a population much faster
than would normally be expected as a result of genetic drift
alone. The virus, in turn, can adapt to infect the host carry-
ing these more fit alleles, creating a new selective pressure
on the host. Thus, over evolutionary time, a comparatively
large number of non-synonymous, or protein-altering,
mutations will be evident in genes that have participated in
these virus-host “arms races.”8
Genes can be examined for evidence of positive selection
by comparing the rate of fixation of non-synonymous mu-
tations (N) to the rate of fixation of synonymous mutations
(S). dN/dS analysis demonstrates whether fixation of non-
synonymous changes is occurring faster than expected un-
der neutral selection alone. A dN/dS value greater than
one indicates that a particular site is evolving under posi-
tive selection, while a dN/dS value less than one indicates
that a site is evolving under purifying selection.9
This idea of a virus-host “arms race” is a fairly simplified
model. RNA viruses can diversify their genome at a much
higher rate than their hosts can. Hosts keep up through
diversity of antiviral mechanisms rather than rapid coun-
terrevolution. A viral variant that efficiently evades one
host restriction mechanism will likely become more sus-
ceptible to another.10 However, over evolutionary time and
as a result of many interactions with diverse viruses, host
restriction factors bear signatures of positive selection.
Another defining factor of restriction factors is their rela-
tionships with viral antagonist proteins. In many cases,
viruses have evolved specific proteins to evade the mecha-
nism of a particular restriction factor. This virus-host rela-
tionship is highly species-specific because of the rapid ad-
aptation process. As a general rule, any given virus will
have accessory proteins that are most effective at neutral-
izing the restriction mechanisms of its natural host, but
may not be effective against the homologous restriction
mechanisms of other organisms.11
A variety of restriction factors have been implicated in dif-
ferential host resistance to primate lentiviruses, like HIV
and the SIVs. Lentiviruses are part of the retrovirus family,
and their life cycle is well understood. In order to infect a
new target cell, the virion will first bind to a CD4 receptor
and co-receptors on the cell surface. The virion membrane
fuses with the cell membrane and the capsid is released
into the cytoplasm. The viral RNA within the capsid then
undergoes reverse transcription in the cytoplasm to form
DNA that is transported into the nucleus and integrated
into the host genome. The viral DNA is transcribed and
translated using host machinery, and then viral RNA and
proteins are localized to the cell membrane to form new
virions. The restriction factors of primate lentiviruses have
evolved to interfere with nearly every aspect of this life cy-
cle, and thus act as barriers to cross-species transmission.
II. The APOBEC3 subfamily: a cluster of potent lentiviral re-
striction factors
The Apolipoprotein B mRNA-editing catalytic polypetide-3
(APOBEC3) subfamily of cytidine deaminases represents
one such group of restriction factors. Primates encode
seven APOBEC3 (A3) genes that form a cluster on
chromosome 22 in humans and chromosome 10 in rhesus
macaque monkeys: A3A, A3B, A3C, A3D, A3F, A3G, and
50
elements : : fall 2015
A3H. A3 proteins are most highly expressed in HIV-1
target cell types such as T-cells, macrophages, and dendritic
cells, and they are active in restricting retroviruses as well
as some other viruses that do not replicate via reverse
transcription.12,13 Human A3D, A3F, A3G, and A3H are
known to be involved with HIV restriction, and each of
these proteins has a functionally conserved homolog in
rhesus macaques.14
The structure of A3 proteins is characterized by a cytidine
deaminase domain consisting of six α-helices coordinated
around five β-strands. This domain sits between a short
N-terminal α-helical domain and a short C-terminal pep-
tide.15 The deaminase domain contains a conserved zinc-
binding catalytic HXEX23-28PCX2-4C motif that coordi-
nates deaminase activity. A3A, A3C, and A3H contain a
single deaminase domain, while A3B, A3D, A3F, and A3G
contain two deaminase domains. In the four A3s with two
deaminase domains, only the C-terminal domain (CTD) is
catalytically active.16,17 A3G and A3F have the greatest se-
quence similarity of the seven A3s, and they share many
structural features that have been elucidated from the crys-
tal structures of their CTDs. The basic structure is main-
tained between the proteins, but differences paralleling
the divergence in primary structure are evident.18
A3G is the most widely studied of the A3 subfamily, as it is
believed to play the largest role in HIV-1 restriction.19 How-
ever, A3D, A3F, and A3H have also been implicated in viral
restriction. A3s act by inducing cytidine-to-uracil muta-
tions in the viral negative sense cDNA produced during
reverse transcription, consistent with the proteins’ known
cytidine deaminase function.20 Studies have shown A3G to
be the more potent editor in humans, producing about 10
times more mutations in HIV-1 reverse transcripts than
A3F in cell culture.21 Yet, A3F is stably co-expressed with
A3G in human cells and is also packaged into HIV-1 viri-
ons to inhibit infectivity.22 A3G preferentially deaminates
cytidines on the 3’ end of 5’-CCC-3’ or 5’-CC-3’ sequences,
while A3F and other A3 proteins preferentially deaminate
the 3’ cytidine in 5’-TC-3’ sequences.23
III. Interaction between APOBEC3 and Vif
Soon after the discovery of HIV-1, the viral protein termed
viral infectivity factor (Vif) was found to be necessary for
successful infection.24 However, it was not necessary in ev-
ery cell type; HIV-1Δvif could infect certain permissive cell
lines, while infection was unsuccessful in others.25 It was
only later determined that A3 proteins were responsible
for imparting resistance to Vif-deficient virus in these non-
permissive cell types.26 Vif has two domains, one crucial
for binding A3 proteins and one that contains a highly con-
served sequence required for mediating degradation.27 Vif
acts by targeting cytoplasmic A3 proteins for proteosomal
degradation (Figure 1).28 The interaction between A3s and
Vif is a crucial determinant of the species specificity of a
virus, and it is likely that a Vif from a given viral strain has
evolved precisely to counteract the A3 proteins of its host
species.29,30 The critical sites involved in A3-Vif interac-
tions have largely been elucidated via mutagenesis studies,
and as little as a single amino acid can be responsible for
conferring the ability of A3 proteins to resist degradation
by Vif. In A3G, the Vif binding site has been localized to
the N-terminal deaminase domain (NTD). It was found
that the Vif of an SIV strain isolated from African green
monkeys (SIVagm) was inactive against human A3G
(hA3G) but active against African green monkey A3G (ag-
mA3G). This discrepancy was mapped to amino acid 128,
an aspartic acid in hA3G and a lysine in agmA3G.31 This
interface was expanded upon to include the proline at posi-
tion 129 and the aspartic acid at position 130. Together,
these three residues create a crucial negatively charged
binding surface for HIV-1 Vif in hA3G.32 Contrary to A3G,
the HIV-1 Vif binding site in A3F is localized at the CTD.
The region comprising amino acids 289EFLARH294 in
hA3F and agmA3F has been shown to be a critical region
for HIV-1 Vif interaction.33 Another study suggested that
amino acid 324 is a critical residue that confers hA3F sus-
ceptibility to HIV-1 Vif and rhesus macaque A3F (rhA3F)
resistance to HIV-1 Vif.34 More recently, the negatively
charged surface of α-helices 3 and 4 in hA3F has been
strongly implicated in HIV-1 Vif binding.35 In HIV-1 Vif,
“Thus, over evolutionary time, a comparatively large
number of non-synonymous, or protein-altering,
mutations will be evident in genes that have participated
in these virus-host ‘arms races.’”
51
a biological “arms race”
highly conserved N-terminal motifs are involved with A3G
and A3F binding.36,37
IV. Objective
While much attention has been given to the primary struc-
tures of A3s in terms of their effect on cross-species trans-
mission of primate lentiviruses, examination of the diver-
sity in these genes has been largely unconsidered. The
most widely utilized primate model for investigating lenti-
viral infection and disease is the SIV infecting rhesus ma-
caques (SIVmac), with rhesus macaques of Indian origin
being the best characterized species.38 Rhesus macaques
are not natural hosts of SIV in the wild; rather, SIVmac
emerged from cross-species transmission events in US
primate centers and likely originated from infected sooty
mangabeys.39,40 The adaptations allowing the virus to sta-
bly infect rhesus macaques likely occurred as a result of
serial passages of the virus through multiple animals.41
Unlike SIVsm in its natural host, SIVmac is pathogenic in
rhesus macaques, resulting in an AIDS-like disease. Given
the well-established history of its emergence, SIVmac is an
excellent model for studying the adaptive processes that
viruses must undergo in order to successfully infect a new
host species.
Recent work has demonstrated that the rhesus macaque
A3G gene (rhA3G) is polymorphic at an N-terminal site,
where three sequence variations are apparent. The vari-
ants displayed differential susceptibilities to SIVsm Vif-
mediated degradation in cell culture, but all three could be
degraded by SIVmac Vif.42 Thus, it is likely that SIVmac
Vif had to adapt to counteract the SIVsm Vif-resistant rhe-
sus macaque A3G allele in order for pathogenic SIVmac to
emerge. It is also known that A3G has evolved under
strong positive selection, and that Vif is not wholly respon-
sible for this phenomenon.43
The present study is intended to further characterize the
degree of variation in other A3 family members, more spe-
cifically A3F. Old World primate A3Fs were examined for
the genetic signatures of a rapidly adapting restriction fac-
tor. In a manner analogous to A3G, polymorphic sites in
A3F may indicate potential determinants of the ability of
SIVmac to infect its novel host. Polymorphic sites were in-
vestigated for their potential influence on the ability of
rhA3F to resist degradation by Vifs derived from various
SIV strains. Examination of allelic variance in A3F pro-
vides valuable insight into the barriers to cross-species
transmission of lentiviruses, and offers further support to
the idea of an evolutionary “arms race” between restriction
factors and their viral antagonists.
materials and methods
Cell Lines
HEK293T cells were maintained in Dulbecco’s modified
Eagles medium (DMEM) containing 10% FBS, 1%
L-glutamine, 1% Penicillin Streptomycin mixture, and
2.5% HEPES.
Reverse Transcriptase PCR (RT-PCR) and Cloning
RT-PCR reactions were performed on RNA samples
(extracted previously at the New England Primate Research
Center) using the Invitrogen (Carlsbad, CA) SuperScript®
III One-Step RT-PCR System or the QIAGEN (Hilden,
Germany) OneStep RT-PCR Kit according their associated
protocols. Gateway cloning forward and reverse primers
were used (Table 1). Products were identified via gel
electrophoresis and purified using QIAGEN QIAquick Gel
Extraction Kit according to the protocols specified in the
kit. Purified DNA samples were cloned using the
Invitrogen Gateway® Cloning system and its associated
protocols. Purified PCR samples were cloned into
Invitrogen pENTR®/D-TOPO plasmids. The clones were
transformed into Invitrogen One Shot® Stbl3TM chemically
competent E.coli and transformants were selected for via
kanamycin selective plating. Plasmid DNA was isolated
using the QIAGEN QIAprep Spin Miniprep Kit and its
associated protocols, and then sent to Eton Bioscience
(Charlestown, MA) for sequencing to confirm the identity
of A3F sequence. Selected clones were then subcloned into
Invitrogen pcDNA3.2TM/V5-DEST plasmids (Figure 4).
The clones were transformed into Invitrogen One Shot®
Stbl3TM competent E.coli and transformants were selected
for via ampicillin selective plating. Plasmid DNA was
isolated as before, and clones were sequenced again to
confirm A3F insertion.
dN/dS Analysis
A3F sequences from rhesus macaques and other primates
obtained from our own clones and from the NCBI data-
base (see Appendix for sequences) were trimmed and
aligned using the Multiple Align function in Geneious
6.1.8 software (created by Biomatters, available at http://
www.geneious.com). The trimmed sequences were edited
such that extraneous sequence before or after the A3F
open reading frame was deleted. The sequences were up-
52
elements : : fall 2015
loaded to Datamonkey, a public server for comparative
analysis of sequence alignments.44,45,46 All three available
models for dN/dS analysis (SLAC, FEL, REL) were run
for the relatively small data set of 15 sequences. As sug-
gested by prior research, the SLAC and FEL models were
run with P values of 0.25, while the REL model was run
with the Datamonkey-suggested Bayes factor of 50.47
Genotyping
PCR was performed on rhesus macaque genomic DNA
samples obtained from multiple US primate research
centers using Invitrogen Platinum® PCR SuperMix and
its associated protocols. The primers used were genotyp-
ing forward and reverse (Table 1). The PCR products
were visualized via gel electrophoresis, purified using the
QIAGEN QIAquick Gel Extraction Kit according to its as-
sociated protocols, and sent to Eton Bioscience for se-
quencing. The sequence chromatograms were aligned
using Geneious 6.1.8 software and examined for the
presence of the SKEH/FQQY variants.
Mutagenesis
Around-the-horn PCR was used to mutate amino acids
60, 61, 63, and 64 from the FQQY variant to the SKEH
variant (or vice versa) in select rhA3F clones. PCR was
performed using Thermo Scientific (Waltham, MA) Phu-
sion Flash High Fidelity PCR Master Mix and its associ-
ated protocols, and the patch mutant forward and reverse
primers were used. PCR products were digested with
10U of DpnI (New England Biolabs; Ipswich, MA) and
purified using the QIAGEN QIAquick PCR Purification
Kit and its associated protocols. Ligation was performed
using the Promega (Madison, WI) LigaFastTM Rapid Liga-
tion System and its associated protocols. The clones were
transformed into Invitrogen One Shot® Stbl3TM compe-
tent E.coli, and transformants were selected for via ampi-
cillin selective plating. Plasmid DNA was isolated using
the QIAGEN QIAprep Spin Miniprep Kit and its associ-
ated protocols, and then sent to Eton Bioscience for se-
quencing to confirm successful mutagenesis of A3F.
Immunoblotting
Plasmids to be used in cell culture were prepared using
the Invitrogen PureLink® HiPure Plasmid Maxiprep Kit
and its associated protocols. HEK293T cells were seeded
in 6-well plates at a density of 800,000-1,000,000 cells/
well or 12-well plates at a density of 200,000-400,000
cells/well 24-48 hours prior to transfection. Cells were
transfected with 1-3ug total DNA using GenJet reagent
(SignaGen Laboratories; Gaithersburg, MD) and its
associated protocols. Cells were harvested 48 hours post-
transfection using 100-200uL IP Lysis Buffer. Samples
were added to 2x Laemmli Buffer and boiled for 10
minutes. Proteins were separated using SDS/PAGE and
then transferred to PVDF or nitrocellulose membranes via
Bio-Rad (Hercules, CA) Mini Trans-Blot Electrophoretic
Transfer Cell and its associated protocols. Membranes
were blocked overnight in 1.25% milk, washed in 1x PBS-
0.1% Tween-20 solution, and incubated for 1 hour in anti-
V5-HRP (Novex; Carlsbad, CA) to probe for A3 protein or
anti-β-actin-HRP antibody (Abcam; Cambridge, MA) to
probe for β-actin. Alternatively, a primary mouse
monoclonal anti-β-actin antibody (Sigma-Aldrich; St.
Louis, MO) and secondary anti-mouse-HRP antibody
(Thermo Scientific) were used to probe for β-actin. All
antibodies were diluted in 1.25% milk according to
manufacturer’s specifications. After washing again, blots
were developed using either Amersham ECL Prime
Western Blotting Detection Reagent (GE Healthcare Life
Sciences; Little Chalfont, Buckinghamshire, United
Kingdom), or Thermo Scientific SuperSignalTM West
Femto Maximum Sensitivity Substrate and then visualized
using Bio-Rad ChemiDoc MP gel imaging system.
results
I. Investigating diversity and positive selection in Old World
primate A3F
In order to determine whether primate A3F displays the
hallmarks of a restriction factor that has been antagonized
over time, rhesus macaque (Macaca mulatta) A3F sequenc-
es were first investigated for evidence of polymorphism.
To examine polymorphism within species, RT-PCR was
performed on RNA samples obtained from 10 different
rhesus macaques. The resulting DNA was cloned and the
sequences were examined for both silent and non-synony-
mous polymorphisms. The data showed that A3F is a high-
ly polymorphic gene in rhesus macaques, and that many
of the single nucleotide polymorphisms result in amino
acid changes (Figure 2).
To examine inter-species diversity, RT-PCR was also per-
formed on multiple RNA samples from sooty mangabeys
(Cercocebus atys), crab-eating macaques (Macaca fascicu-
laris), and pigtail macaques (Macaca nemestrina). A3F
coding sequences from these related primates showed di-
vergence from each other and from rhesus macaques,
53
a biological “arms race”
demonstrating that there are fixed differences between
A3F genes in Old World primates (Figure 3).
After establishing that A3F is a polymorphic gene in rhe-
sus macaques and that fixed differences exist between
A3Fs of related Old World primates, a dN/dS analysis was
performed in order to determine whether any codons have
evolved under positive selection. The species that were in-
cluded in this analysis were rhesus macaques, crab-eating
macaques, pigtail macaques, sooty mangabeys, African
green monkeys (Chlorocebus sabaeus), humans (Homo
sapiens), chimpanzees (Pan troglodytes), bonobos (Pan
paniscus), and drills (Mandrillus leucophaeus). These se-
quences were uploaded to Datamonkey, a public server for
comparative analysis of sequence alignments (See dN/dS
section in Materials and Methods). 11 codons were found
to be evolving under positive selection. The sites were
mapped relative to the deaminase domains and catalytic
motifs in A3F (Figure 4), and seven sites were found to
overlap with those previously identified to be polymorphic
in rhesus macaques.
II. A closer look at a polymorphic and positively selected site in
rhesus macaques
Four codons at positions 60, 61, 63, and 64 in rhesus ma-
caques showed evidence of both intra-species variability
and positive selection. In the rhA3F clones, these sites
were linked and appeared as either 60FQPQY64 (hence-
forth referred to as FQQY) or 60SKPEH64 (henceforth
referred to as SKEH). 20 of 35 clones showed the FQQY
sequence, while 15 clones showed the SKEH sequence.
The patch change from FQQY to SKEH is fairly significant
at the amino acid level: bulky hydrophobic phenylalanine
is exchanged for a small polar serine, polar uncharged glu-
tamine is exchanged for a positively charged lysine and
then a negatively charged glutamic acid, and hydrophobic
tyrosine is exchanged for a positively charged histidine.
Thus, the SKEH variant has three charged amino acids,
whereas the FQQY variant is a neutral surface.
A broader genomic survey was done in order to better un-
derstand the level of diversity in the patch. Targeted PCR
was used to amplify an approximately 680 base pair (bp)
stretch of A3F from genomic DNA samples representing
44 different rhesus macaques. 15 animals appeared to be
heterozygous FQQY/SKEH, 17 animals appeared to be ho-
mozygous FQQY/FQQY, and 12 animals appeared to be
homozygous SKEH/SKEH. This frequency distribution
correlated to the results from the cloned sequences. Thus,
it is reasonable to conclude that this patch has maintained
a high level of diversity within rhesus macaques, and that
this diversity is not unique to a particular population of
animals or the result of a small data set.
III. The functional significance of diversity
After demonstrating that there is a high level of diversity in
primate A3F and that some sites in the gene have evolved
under positive selection, experiments were done to deter-
mine whether the different A3F alleles displayed differen-
tial susceptibilities to Vifs of various SIV strains. First, A3F
clones from rhesus macaques, crab-eating macaques,
sooty mangabeys, and pigtail macaques were tested for ex-
pression in HEK293T cells. Of the 17 clones tested, 11 were
found to express, as visualized via Western blot (Figure 5).
They expressed at variable levels, and only a subset of
clones that represented diverse sequences and were well-
expressed were chosen for further examination.
In addition to these clones representing naturally occur-
ring rhA3Fs, three point mutants were made by exchang-
ing the FQQY and SKEH patches by site-directed muta-
genesis. The resulting clones contained identical sequence
to their parent rhA3F clone except for the four nucleotides
that are responsible for the amino acid changes at this
patch. These point mutants were also tested for expression
in HEK293T cells, and two of the three clones tested were
found to be highly expressed as detected via Western blot
(Figure 5).
In order to determine whether the rhA3F variation confers
differential resistance to Vif-mediated degradation,
HEK293T cells were simultaneously transfected with A3F
expression constructs and Vif expression constructs con-
taining the Vif coding sequences of different SIV strains.
The expression of A3F in the presence of these Vif chal-
lenges was then detected via Western blot and compared
between the different clones as an indication of suscepti-
bility to Vif-mediated degradation. Two rhA3G expression
constructs were also included as controls because their
phenotypes against these Vifs have been published previ-
ously.48 A representative blot is shown in Figure 6, and it
reveals three interesting observations. First, multiple
rhA3Fs displayed resistance to the Vif derived from rhesus
macaque-adapted SIVmac239. Second, nearly all of the
rhA3Fs were degraded by a SIVsm Vif and by Vif from the
stump-tailed macaque SIV strain (SIVstm). These are
54
elements : : fall 2015
somewhat surprising results, considering that the A3F-Vif
interaction tends to be species-specific. Viral antagonist
proteins are generally well-adapted to the restriction fac-
tors of their hosts, so one would expect Vif from rhesus
macaque-adapted SIVmac to degrade the rhA3Fs and Vifs
from related SIVs to not be as effective. However, this was
not the case; SIVmac Vif did not degrade rhA3Fs, while
Vifs from related SIVsm and SIVstm did. Finally, the
FQQY/SKEH patch genotype did not affect sensitivity to
any of the Vifs tested.
discussion
Investigations into the diversity of primate A3F revealed
that the gene displays the hallmarks of a restriction factor
that has been subject to positive selective pressure by viral
antagonists over evolutionary time. A3F is a highly poly-
morphic gene within rhesus macaques, and many single-
nucleotide polymorphisms lead to significant amino acid
changes. Charged residues are often implicated in protein-
protein interactions, and therefore in the context of a re-
striction factor. Polymorphisms that change the charge of
the amino acid may be more likely to be involved in an
evolutionary “arms race” than more functionally conserva-
tive polymorphisms.
Examination of the inter-species variation via dN/dS analy-
sis indicated that multiple sites within the gene have been
subject to positive selection, and some of these sites over-
lap with the polymorphic sites found in rhesus macaques.
It is important to note that the input for dN/dS analysis
had 15 sequences representing 10 different primate spe-
cies. This does not represent the full range of primate
A3Fs, and the use of multiple A3F variants of certain spe-
cies may have artificially influenced the results. However,
eliminating variable alleles of a given species also would
also have had the potential of producing artificially conser-
vative results. Comparing results of multiple analyses that
differ in their level of conservativeness helped to address
this issue, and 11 sites in primate A3F were shown to be
under the influence of positive selection. This is potential-
ly only a subset of sites that are subject to positive selec-
tion, as the different analysis models identified as many as
25 positively selected sites.
An interesting patch of four linked amino acids was identi-
fied at codons 60, 61, 63, and 64, where two sequences
were found at similar frequencies in rhA3F clones. dN/dS
analysis suggested that these codons have been subject to
positive selective pressure. The FQQY allele appeared at a
slightly higher frequency than the SKEH allele in a broad-
er genomic analysis of the region in rhesus macaques;
however, the less common SKEH haplotype did appear
across multiple animals and clones, unlike many other
polymorphic sites where the less common allele appeared
at a significantly lower frequency and sometimes only in
one animal. The changes at the amino acid level in this
patch are rather significant, as three charged amino acids
are introduced in the SKEH haplotype while the patch is
neutral in the FQQY haplotype. This patch was also nota-
ble because of its location in the structure of A3F. It bor-
ders the N-terminal catalytic motif, and is adjacent to a
known determinant of strain-specific resistance to SIV-Vif
mediated degradation in A3G. Polymorphism at residue
59 in rhA3G confers variable susceptibility to degradation
by SIVmac Vif.49 Together, these observations suggest that
this patch may play a key role in an interaction with a viral
protein, particularly with SIV Vif. However, functional
tests did not suggest that variation at this site plays a role
in determining susceptibility to Vif, as rhA3F clones that
contained variable patch alleles did not display differential
resistance to Vifs from various SIV strains.
Despite this patch’s proximity to residue 59, it is not neces-
sarily surprising that it does not play a role in rhesus A3F
interaction with Vif. It is known that HIV-1 Vif interacts
with the CTD in A3F, unlike in A3G where it interacts with
the NTD. While this interaction has not been precisely
“The interaction between A3s and Vif is a crucial
determinant of the species specificity of a virus, and it
is likely that a Vif from a given viral strain has evolved
precisely to counteract the A3 proteins of its host species.”
55
a biological “arms race”
mapped with SIV Vifs, it is reasonable to believe that they
will behave analogously to HIV-1 Vif and interact at the
CTD in A3F. Therefore, this NTD patch would not be ex-
pected to play a direct role in interactions with Vif.
Functional tests did reveal multiple surprising phenotypes
relating to the SIV Vifs. The rhA3F clones tested displayed
resistance to degradation by SIVmac Vif. SIVmac239 is a
cloned viral isolate that is well adapted to its rhesus
macaque host. Thus, one would expect the Vif derived
from this macaque-adapted virus to degrade the rhA3F
clones, yet this was not observed. rhA3F function was
further tested against a more diverse panel of macaque-
adapted Vifs (data not shown), and similarly to the
SIVmac239 isolate, the rhA3F alleles were resistant to
degradation. Thus, this phenotype does not appear to be a
specific phenomenon of the SIVmac239 isolate, but rather
a more general property of rhA3F. It is important to note
that the rhA3G controls confirm that this SIVmac239 Vif
clone is active and behaves as expected with these rhA3G
alleles. It is possible to speculate that SIVmac239 evolved
to effectively counteract rhA3G, the more potent
deaminase, but in doing so it traded off the ability to
neutralize rhA3F. This proposal is supported by the fact
that the more ancestral SIVsmE041 Vif completely
degraded the rhA3F clones tested, with the exception of
rhA3F-WI, which showed an intermediate phenotype.
A3F is known to restrict viruses other than lentiviruses, so
it is reasonable to believe that a different retrovirus may be
responsible for driving this high level of diversity in rhesus
macaque A3F. A potential candidate is simian foamy virus
(SFV), a member of the Spumavirus genus of retroviruses.
FVs are distinct from other retroviruses in many aspects,
including their gene expression, protein processing, and
replication. They are found in non-human primates, cats,
cows, and horses, as well as humans who have been in-
fected by non-human primates. They cause a persistent
infection, but there are no known pathologies in natural or
human hosts.50,51 It has been suggested that SFVs have co-
evolved with their Old World primate hosts for over 30 mil-
lion years, marking them as the oldest known RNA viruses
in vertebrates.52 A3 proteins have been implicated in re-
striction of FVs, and the FV accessory protein Bet has been
found to counteract A3 restriction mechanisms analogous-
ly to HIV-1 Vif.53,54 The relatively old age of FVs as com-
pared to SIVs, their ubiquitous presence in Old World pri-
mates, and the existence of an accessory protein that may
have anti-A3 properties together suggest that SFVs may
have acted as a selective pressure on A3F.
This investigation offered valuable insight into the genetic
diversity of A3F in Old World primates. The presence of
unusually high intra- and inter-species variability indicates
that A3F has been continuously exposed to positive selec-
tive pressure. While SIV may not necessarily be the virus
responsible for driving the polymorphism in rhesus ma-
caque A3F, understanding the restriction factor’s genetic
variability opens a line of inquiry into other potential selec-
tive pressures. It is also important to note that only one
linked polymorphic patch was investigated; there are sev-
eral other sites that may play a role in interactions with Vif.
Further mutagenesis studies will reveal whether any of
these sites play a role in SIV restriction, or whether it truly
is another virus altogether that has provided the selective
pressure on rhA3F. In addition, the sooty mangabey, crab-
eating macaque, and pigtail macaque A3F clones have not
been fully characterized in terms of their susceptibility to
various Vifs. This information will provide a more com-
plete picture of the role that Vif has played in driving A3F
evolution, and further elucidate mechanisms of cross-spe-
cies transmission of primate lentiviruses.
56
elements : : fall 2015
endnotes
1. Sharp and Hahn 2008.
2. Barre-Sinoussi et al., 1983.
3. Gallo et al., 1984.
4. Huet et al., 1990.
5. Hirsch et al., 1989.
6. VandeWoude and Apetrei 2006.
7. McCarthy and Johnson 2014.
8. Emerman and Malik 2010.
9. Hurst 2002.
10. Meyerson and Sawyer 2011.
11. Harris et al., 2012.
12. Koning et al., 2009.
13. Desimmie et al., 2014.
14. Harris et al., 2012.
15. Jarmuz et al., 2002.
16. Ibid..
17. Desimmie et al., 2014.
18. Bohn et al., 2013.
19. Desimmie et al., 2014.
20. Mangeat et al., 2003.
21. Bishop et al., 2004.
22. Wiegand et al., 2004.
23. Harris and Liddament 2004.
24. Sodroski et al., 1986.
25. Gabuzda et al., 1992.
26. Sheehy et al., 2002.
27. Marin et al., 2003.
28. Sheehy et al., 2003.
29. Simon et al., 1998.
30. Holmes et al., 2007.
31. Bogerd et al., 2004.
32. Huthoff and Malim 2007.
33. Smith and Pathak 2010.
34. Albin et al., 2010.
35. Land et al., 2014.
36. He et al., 2008.
37. Russell and Pathak 2007.
38. Hatziioannou and Evans 2012.
39. Apetrei et al., 2005.
40. Mansfield et al., 1995.
41. Marx et al., 2004.
42. Krupp et al., 2013.
43. Sawyer et al., 2004.
44. Delport et al., 2010.
45. Kosakovsky Pond and Frost 2005a.
46. Kosakovsky Pond et al., 2005.
47. Kosakovsky Pond and Frost 2005b.
48. Krupp et al., 2013.
49. Ibid..
50. Murray and Linial 2006.
51. Meiering and Linial 2001.
52. Switzer et al., 2004.
53. Russell et al., 2005.
54. Lochelt et al., 2005.
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59
a biological “arms race”
figure 1: a3 proteins interfere with lentiviral replication in the absence of vif. the top half of the figure
exemplifies a cell infected with a virus that does not encode vif. host a3 proteins (triangles) incorporate
into a budding virion, and then interfere with the process of reverse transcription in the target cell
to prevent further viral replication. the bottom half of the figure exemplifies a cell infected with a
virus that encodes vif. vif (¾ circles) prevents a3 proteins from incorporating into the budding virion
by targeting them for proteosomal degradation, allowing replication to continue unhindered in the
target cell.
and APOBEC3DE and African Green Monkey APOBEC3F
that Interact with HIV-1 Vif.” Journal of Virology 84 (24):
12599-12608. doi: 10.1128/JVI.01437-10.
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A. Burny, and W. Haseltine. 1986. “Replicative and Cyto-
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tions.” Science (New York, N.Y.) 231 (4745): 1549-1553.
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Cong, C. Kuiken, V. Bhullar, et al. 2005. “Ancient Co-Spe-
ciation of Simian Foamy Viruses and Primates.” Na-
ture 434 (7031): 376-380. doi: 10.1038/nature03341.
VandeWoude, S. and C. Apetrei. 2006. “Going Wild: Les-
sons from Naturally Occurring T-Lymphotropic Lentivi-
ruses.” Clinical Microbiology Reviews 19 (4): 728-762.
Wiegand, H. L., B. P. Doehle, H. P. Bogerd, and B. R. Cul-
len. 2004. “A Second Human Antiretroviral Factor, APO-
BEC3F, is Suppressed by the HIV-1 and HIV-2 Vif Pro-
teins.” The EMBO Journal 23 (12): 2451-2458.60
elements : : fall 2015
figure 2: distribution of polymorphic sites in rhesus macaque a3f. the dark gray boxes represent
the cytidine deaminase domains in a3f, and the blue shading indicates the catalytic motif. the lines
show the approximate location of sites found to contain non-synonymous polymorphisms in two
or more rhesus macaque clones. the codon numbers and coded amino acids are indicated above or
below the image. only polymorphisms that were seen in at least two clones are included. bolded
lines and codon numbers indicate that the polymorphism was found in multiple animals.
figure 3: inter-species
diversity of a3f in old world
primates. the phylogenetic
tree shows the degree of
divergence between rhesus
macaque a3f clones (rh),
sooty mangabey a3f clones
(sm), crab-eating macaque
a3f clones (mf), and pigtail
macaque a3f clones (mn).
the species tend to group
together into distinct
lineages, and diversity
within species is evident
within these lineages.
61
a biological “arms race”
figure 4: distribution of positively selected sites in primate a3f. the grey boxes represent the cytidine
deaminase domains in a3f, and the shaded areas indicates the catalytic motifs. the triangles show
the approximate locations of positively selected codons identified via dn/ds analysis. these sites are
distributed fairly evenly throughout the a3f gene.
figure 5: a3f alleles show variable levels of expression in cell culture. a3f expression constructs
with coding sequence originating from rhesus macaques (lanes 1-10), crab-eating macaques (lanes
11-12), pigtail macaques (lanes 13-14), or sooty mangabeys (lanes 15-17), along with the rhesus macaque
patch mutants (lanes 18-20) were transfected in hek293t cells. cells were harvested after 48 hours,
and proteins were separated via sds/page and visualized via western blot (see immunoblotting
section in materials and methods).
62
elements : : fall 2015
figure 6: western blot showing rha3f susceptibility to siv vif-mediated degradation. a3 and vif
expression constructs were co-transfected into hek293t cells. cells were harvested 48 hours
post-transfection and proteins were separated via sds/page and visualized via western blot (see
immunoblotting section in materials and methods). the a3gs were included as controls for vif
effectiveness, as their susceptibilities to these vifs have been previously investigated (krupp et al.
2013). the rha3fs are susceptible to sivsme041 vif and sivstm vif, but are resistant to sivmac239 vif. the
fqqy/skeh patch does not affect susceptibility to the vifs tested.
63
a biological “arms race”
this paper is the culmination of a semester’s worth of research and work conducted
at the burns library at boston college as part of dr. sylvia sellers-garcia’s “making
history public” course in the spring of 2014. this class focused on cartography from
the early modern era, and this article focuses on an incredible atlas that was pub-
lished in 1775 entitled the west india atlas. the atlas, which is a detailed example of
colonial-era cartography, was published by an assistant to a mr. thomas jefferys,
who was the geographer to king george iii at the time of his death in 1771. this re-
markable text features not only accurate maps and representations of the caribbean
islands, but also vivid descriptions of the various territories and their histories.
both the economic contexts at the time the atlas was published and how jefferys and
his assistants chose to represent these contexts within the various maps through
symbols and references to navigational resources were examined and analyzed.
cartographers in the caribbean
Economics and Mapping in the Colonial New World
benjamin shapiro
introduction
As a region of tropical islands and countless waterways,
the Caribbean represented far more than just a pictur-
esque landscape for exploration to those who lived there
during the eighteenth century. From the pirate haven of
Nassau to the sweltering plantations of Barbados, people
from across Europe and other parts of the world came to-
gether in this region for opportunities in the realms of
trade and wealth. This vast amount of wealth manifested
itself in items and concepts such as precious metals, per-
sonal glory, and mass quantities of commodities like sugar
and rum, which attracted those from the highest and low-
est echelons of society to locations as diverse as their back-
grounds. The islands themselves even reflected these dif-
ferences to an extreme degree; on islands like Jamaica and
Cuba, lush tropical forests dominated the landscape and
contrasted sharply with the islands of the sandy and flat
Bahama archipelago.1,2
Exoticism, to most Europeans, remained a very broad term
at this time, but the consensus on its definition seems to
include foreign flora, fauna, climate, societies, and
language. With islands occupied by the Spanish, French,
Dutch, and British, the Caribbean embodied this exoticism
during the colonial times. Tropical jungles containing wild
species of mammals and birds fascinated many of these
Europeans, who became evermore curious about the
islands. They came to view these exotic islands, and the
surrounding regions of Mexico and Florida, through
pieces of artwork and the tales of individuals who lived and
traded there. Combined with the growing merchant
networks of individuals in the region, these methods of
portraying exoticism seemed to draw most of the migrants
to the region.
Depending on their background, many of these migrants
sought their fortunes in trade, pirating or privateering, or
plantation agriculture. This influx of labor and use of mer-
chant networks and agricultural lands for economic gain
constituted the most important foundational pieces for the
Industrial Revolution in the early nineteenth century.3 The
romanticized nature of the Caribbean during this time
also provided some measure of inducement for migrants
to make the journey across the Atlantic, though this effect
is difficult to gauge. Romanticizing the region impacted
various social groups in different ways during the colonial
era. Tales of the high seas and abundant wealth available
for the taking likely inspired the ruffians of society, pirates
and privateers, far more than rational and economically
sound merchants. Collectively, one can refer to the system
that characterized the increase in trade and growth on an
economic basis as mercantilism, and the method in which
this system operated as the triangular trade.
As a system of trading networks across the vast Atlantic
Ocean, the triangular trade required extremely precise
charts and maps for sailors and merchants who carried
and directed shipments of cargo to specific ports. In the
mid-eighteenth century, an English cartographer and
geographer to the King of England named Thomas Jefferys
began compiling a series of charts and maps that formed
the basis of his atlas entitled, The West Indian Atlas or a
General Description of The West Indies: Taken from Actual
Surveys and Observations.4 Unfortunately, Jefferys passed
away in 1771 before the completion of his work, which
subsequently fell to one of his editors to complete and
publish.5 Because of his role as the King’s geographer,
Jefferys, and subsequently the maps he created, carried
strong credibility and respect. In this particular atlas of the
West Indies, Jefferys clearly focused on the aspects he
deemed necessary for travelers and inhabitants of the
region to know.
By charting out the vast territories and wide stretches of
open waters within a merchant and economic context, Jef-
ferys presented the atlas under the heavy influence of the
mercantilist attitude prevalent throughout Europe, which
ultimately resulted in the map’s limited objectivity. The
images and drawings associated with the maps, along with
the context of mercantilism that existed during this time,
indicate that Jefferys created the atlas for the specific pur-
pose of providing topographic and economic information
“Situated thousands of miles away from Europe, the
Caribbean represented an extremely distant and exotic
place to many Europeans, both figuratively and literally.”
65
cartographers in the caribbean
about some of the significant islands to expose the trade
potentiality of the Caribbean. However, he makes no spe-
cific references to mercantilism itself in the atlas, and is
therefore not likely to make an argument for or against it.
European governments, in contrast, heavily promoted
these mercantilist doctrines of encouraging government
control over trade for the accumulation of wealth, often de-
pleting the finite amount of available resources on the
planet.6 These doctrines also ignored the well-being of the
lands where the resources came from, as conveyed by Jef-
ferys’s editor: “Europe is continually enriched by carrying
constantly to America not only all the goods which it pro-
duces or manufactures, but likewise those that its ships
fetch from Asia or Africa.”7 From this quote and indicators
within the maps, it becomes clear that this ideology heavily
influenced the atlas Jefferys created, which truly limited
the objectivity of the maps. One can infer that Europeans
viewed, and utilized partially through accurate mapping,
the Caribbean and its islands as a vital economic hub of
trade and resources.
mapping and imagery
Situated thousands of miles away from Europe, the
Caribbean represented an extremely distant and exotic
place to many Europeans, both figuratively and literally.
Artists and cartographers like Jefferys sought ways to
convey the characteristics of this strange region, including
the island jungles’ stifling humid climate and their newly
discovered creatures. By describing a land full of bountiful
resources and wealth prime for the taking, many
eighteenth-century literary and cartographic pieces
attracted European merchants and lower-class citizens to
the islands. In Jefferys’s atlas alone, there exist significant
depictions of this economic thinking through an ornate
drawing on the title page, as well as smaller references
within the introductory text. The title page drawing, which
depicts a type of island scenery with a European man and
several Africans on the beach, gives some indication about
the kind of presence Europeans imposed on the region. In
the picture, one of the Africans pictured is smoking a pipe
of tobacco and is sitting amongst a group of barrels that, by
the presence of a bottle on top of one of them, seems to
indicate barrels of rum.8 Rum, developed from sugar,
became a massive export to both mainland North America
and Europe, while tobacco became a heavily addictive
substance in both of these regions as well.
The basic formatting system Jefferys employs for the atlas
bears some resemblance to the practices illustrated in
modern cartography; however, he also uses some proto-
anthropologic analysis throughout the atlas. The map of
Texas, for example, is meticulously accurate in and of
itself, but Jefferys also places a description of the local
inhabitants by writing the information in a wide arc on the
map itself. His emphasis on the exotic nature of the
Caribbean region and the New World in general, which
contrasts heavily with many European ideals and social
norms, is evident in his account of some of these natives
as “tribes of wandering Indians.”9 Jefferys also follows a
trend of many European cartographers by indicating the
impact of Christianity on the region through the labeling
of towns and villages in Mexico. On these labels, the only
indicator besides the name is a symbol of a church steeple,
which dominated many eighteenth-century cityscapes in
Europe and in the European colonies of the New World.10
As a series of islands surrounded by water, trade through
overseas shipping became critical for the survival of
colonial populations in the Caribbean. Jefferys takes very
careful note of this through his maps and points out
several locations that might interest ship captains, such as
“good anchoring and watering for ships” on a Bahamian
island as well as the presence of “fresh water” in Florida
(Figure 1).11 Trying to facilitate the passage of ships in the
region indicated, at the very least, an understanding by
Jefferys of the vast merchant networks under development
in the region.
figure 1: a map of the northern coast of cuba, em-
phasizing the wind currents and regional geog-
raphy to aid in navigation of merchant fleets.11
66
elements : : fall 2015
On a far narrower scale, Jefferys also mentions a very
specific trade route: that of the Spanish treasure fleet, the
Flota, on its return journey from the Americas to Spain.
Considering that this is an English atlas, it seems rather
provocative and suggestive for Jefferys to deliver such
crucial information regarding another country’s property.12
This inclusion ties in directly with the inherently
competitive nature of mercantilism found in Jefferys’s
atlas. He also takes care to decorate most of the larger
maps with other drawings of European vessels on the
water, which further emphasizes the naval and commercial
lifestyle of the region (Figure 2).13 Within the mappings of
territories outside English control, Jefferys includes
detailed locations of towns, roads, and physical features of
these different regions. Most of these details are likely due
to the acquisition of charts from Spanish ships in the
1760s during the most recent war with Spain, which is
assumed to be the Seven Years’ War.14 For example, the
mapping of the southern coast of Hispaniola is notable for
its French labeling, along with the English equivalents in
some locations. The markings of the land’s physical
features were also useful for sailors in that region (Figure
3).15 The Anglo-Spanish rivalry, as seen in the map of the
southern part of Cuba, can also be seen through English
intrusions and surveying of Spanish possessions for their
own benefit.16
Jefferys, or possibly his editor, did not just limit his illus-
trations to his maps; he also included in the atlas an elabo-
rate illustration following the introductory descriptions of
the different islands and regions. The image is very clearly
that of an angel standing, in a classical pose, on the beach
of an island, which seems to exist somewhere in the Carib-
bean considering the surrounding flora. The most poi-
gnant connections to the ideals of European superiority
and exploitation lie within the objects that surround the
angel in the picture. Signs of civilization, ranging from a
telescope to a sheet music book, lie at the angel’s feet amid
further clutter, while a European vessel is present in the
background. The symbolic nature of all these different im-
ages refers to the notion many Europeans held of the
transfer of culture and civilization from Europe to the Ca-
ribbean islands.17 Not all development of the Caribbean
region stemmed from European intrusions, as many agri-
cultural practices in the region and its immediate sur-
rounding areas originated from Native American practic-
es. For example, the physician Sir Hans Sloane provided a
depiction of the exotic practice of how natives grew cactus
plants in southern Mexico for the production of red dye,
which they accomplished by taking acid from the body of
the beetle that feeds on the cactus.18
geography
In a tropical climate like the Caribbean, Europeans discov-
ered a wide variety of physical features and wildlife foreign
to these settlers amongst their small settlements and plan-
tations. Ranging from the tropical jungles of Cuba to the
flat swamplands of South Florida, this geography often
posed problems for settlement and economic develop-
ment, but the European settlers on each island utilized
these physical features to their advantage. One could usu-
ally classify these advantages in terms of natural fortifica-
figure 3: an illustration found in the opening
pages of the atlas that illustrates the exotic
characteristics of the caribbean that europeans
emphasized. 15
figure 2: a map of central jamaica with very dis-
tinctive indications of settlements, plantations,
and roads on the island surrounding kingston
and the port royal area. 13
67
cartographers in the caribbean
tions or suitable climates for agriculture. For example,
the “great mountains” of Jamaica provided great natural
fortifications against intrusion of foreigners or pirates
hostile to the British settlers in Kingston and Port Roy-
al.19 Jefferys’s atlas depicts these massive mountains
through detailed and accurate illustrations of multi-lay-
ered mountainous formations (Figure 4).20 He also offers
a sea-level depiction of the island of Barbados by sketch-
ing the mountains from the perspective of a sailor ap-
proaching the island from the northwest.21
Topographical differences between the islands ultimately
influenced the respective successes of different colonists
within the region. In the Bahamian archipelago, for
example, the settlers in the early eighteenth century
primarily consisted of pirates and privateers who settled
the island of Providence and established a colony at
Nassau. Because of a lack of drinking water and suitable
soil for cultivation, the colony and its descendants
generally relied on the spoils of their plunder.22 In
contrast, the agricultural islands of the Lesser Antilles
produced huge amounts of crops for export, such as the
French-owned island of Guadeloupe that annually
yielded “46 million weight of sugar.”23 Numbers from
other sugar-producing islands such as Barbados
remained similar, trading “above 432,000l. sterling,” to
different points throughout the triangular trade regions.24
Relative stability in English governance and victories
over the French and Spanish in several wars during the
eighteenth century truly provided the British with a
distinct economic advantage over their competition.
With an expanded economic base in North America
following the Seven Years’ War and the transfer of
experienced seamen to the Caribbean following the War
of Spanish Succession, the available markets for goods
and the sailors to transport those goods expanded as well.
In Jefferys’s atlas, the presence and importance of these
plantations was significant enough that he felt it
necessary to mark their borders within detailed maps of
individual islands in the Lesser Antilles.25
However, the most notable topographical descriptions of
the islands actually lie off the coasts of each island
through the presence of water depth indicators. These
measurements, utilized by European ship captains to en-
sure goods safely arrived to their destinations, proved
critical for the facilitation of trade in the Caribbean. Jef-
ferys’ maps include not only depth measurements along
coastal waters, but also small indicators of rocks and
other hazards located in the water.26 These critical mea-
surements and indicators dictate the importance of ship-
ping to Europeans in the Caribbean, and further empha-
size the intent of exploitation of the region’s natural
fruitfulness by the Europeans. With accurate depth mea-
surements that facilitated this exchange, European mer-
chants eventually helped provide the basis for further eco-
nomic growth in other colonies and in Europe.27
To assist in the establishment of colonies within these
islands, European explorers and adventurers took great
care to give accurate descriptions of exotic flora and fauna
within the region. In the late seventeenth century, Sloane
journeyed to the Caribbean with the recently appointed
governor of Jamaica, the Duke of Albemarle.28 His
extensive accounts of the flora in Jamaica, addressed to
Queen Anne of Great Britain, constitutes one of “the
largest and most considerable” collections of natural
descriptions from this period.29 Sloane, throughout the
book, makes constant references to the potential of
different plants and wildlife in providing sustenance for
those who arrived. However, there do seem to be some
exceptions to the natural fruitfulness of the land, including
a type of seaweed that is “saltish to the taste” and “delightful
to the Irish palats.”30
Fauna in the region, relatively untouched by man except
for native interaction, also became a very important source
of sustenance for European explorers venturing through-
out the Caribbean islands. Sloane mentions bird species
figure 4: a map of the western islands in the baha-
mas, with a special note emphasizing where ships
could anchor and take on fresh water.20
68
elements : : fall 2015
such as Boobies and Noddies that “suffer themselves to be
catch’d by the Hand,” which further emphasizes the need
of Europeans to survive on animals rather than agriculture
during their long voyages. Because the voyages required
being at sea for weeks at a time, food for the sailors be-
came an absolute necessity, and fishing was the primary
means of providing it. His sketches of the tropical Bonito
fish and its corresponding description, for example, em-
phasize their rather large size and “savoury” taste.31 To con-
tinue development of shipping lanes and traffic, informa-
tion such as this for European ship captains became vital.
Making connections from home to other regions provided
the European sailors with some familiarity, such as the ac-
knowledgment of specific types of shellfish being present
in both Jamaica and Scotland.32 This simple mention of a
connection between foodstuffs and geography likely gave a
reader of this volume residing in Great Britain a sense of
perspective and a guide to where one could seek food.
mercantilism and triangular trade
The ideologies of mercantilism and exchange manifested
themselves through the establishment of the trans-Atlantic
triangular trade networks between Europe, Africa, and the
colonies of the New World.33 The trade networks connected
to the Caribbean colonies often relied on individual ship
captains operating under very specific directives from their
respective merchants, who resided thousands of miles
away in Europe. One prominent London merchant, Wil-
liam Freeman, even gave one of his ship captains a direc-
tive to lie to officials who boarded their ships, a common
practice among merchants in order to make sure goods
reached their destinations.34 Merchants formed consistent
bonds with ship captains that made regular voyages to the
New World territories like Jamaica generally out of a need
for familiarity and consistency in dealings.35
In terms of mapping, Jefferys clearly realizes the vast array
of shipping throughout the Caribbean during the period of
triangular trade, and he decorates many of his maps with
illustrations of his ships on the open seas. These ships,
pictured in countless different locations, seem to
concentrate around regions where shipping is at its highest
volume in different channels or straits. Throughout the
maps, many of these pictured ships follow the directions
of the small “darts” which represent the currents on the
open seas.36 To ship captains and merchants, these current
markings are an invaluable tool for navigation and
transporting goods at a more rapid pace than relying on
wind alone.
Jefferys and his editor make other allusions to practices
such as the cultivation of sugar throughout the atlas. The
map key of St. Vincent in the Lesser Antilles notes that the
island possesses twenty-two rivers capable of driving sugar
mills, which indicates the importance of sugar cultivation
in the region.37 The trials and tribulations of agriculture
extended far beyond the English realms however, as the
French in La Martinique discovered during the eighteenth
century. With little progress made in the production of ca-
cao or sugar, the planters on the island started producing
coffee beans that became a raging success.38 Likewise, in
Puerto Rico, Jefferys describes how the island does not
produce enough goods beyond the basic needs of its “lazy
possessors.”39 This blatant and unwarranted bias against
the Spanish likely stems from historical conflicts with the
Spanish, some of which led to Jefferys gaining possession
of many of the maps in the first place.
conclusion
Accurately describing, much less depicting, a varied land-
scape such as the Caribbean presented an enormously
challenging task for the cartographer Thomas Jefferys dur-
ing the eighteenth century. His work, along with that of
other Europeans, utilizes several different methods to ac-
complish this task, and consequently provides modern day
historians with a perspective on the region and mercantil-
ism. Through an analysis of imagery within Jefferys’ maps
and the methods he utilizes to describe geography and his
important references to trade and mercantilism, the gen-
eral European viewpoint on the Caribbean seems clear. As
a tropical land with a favorable climate for the cultivation
of sugar, tobacco, indigo, coffee beans, and cacao, the Ca-
ribbean region represented an enormous opportunity for
exchange during the eighteenth century. This trade, mani-
fested through the practice of triangular trade as well as
the economic doctrine of mercantilism, dominated every
aspect of Caribbean colonial life during this time.
However, the most important role the Caribbean played
during the colonial era truly came after the eighteenth cen-
tury, when the goods it exported helped provide the capital
for industrialists and economies to expand in the Indus-
trial Revolution. Analysis of the economic exchange in the
Caribbean unfortunately never takes into account the last-
ing human impact on people such as African slaves or Na-
tive Americans living in the Caribbean. For example, on
the passage from Africa to America, slave mortality rates
ranged from 8.2-21 percent.40 These figures, while shock-
ing themselves, do not even account for the countless oth-
69
cartographers in the caribbean
ers who passed away from the malicious treatment re-
ceived on the plantations in the region. European mortality
rates, while evidently lower, also create a deeper under-
standing of the horrid conditions that many of the coloniz-
ers went through during the triangular trade era.
The suffering that many people endured in the Caribbean
during this time are tragedies best classified as silences
within these maps. They are also representative of the ma-
jor disadvantages to the economic development of the re-
gion. Instead of trying to describe these horrific stories,
Jefferys creates a series of truly remarkable and incredibly
detailed maps that likely facilitated the passage of ships
and cargo, and gives a much clearer understanding of life
in the Caribbean at the time. This understanding really
serves a dual purpose, however, as it both feeds into the
romanticized European image of the exotic colonial Carib-
bean while telling a mercantilist history of the region. His
atlas, although it does not specifically argue for mercantil-
ist ideals, clearly embodies the pri nciples of this colonial
economic system and focuses specifically on the aspects of
naval commerce. Jefferys, and other Europeans like him,
understood that accurate maps of this region could facili-
tate the development process and provide merchants with
the best possible opportunity for successful exchange of
goods in the colonial era.
endnotes
1. Thomas Jefferys, The West Indian Atlas or a General Description
of The West Indies: Taken from Actual Surveys and Observations,
(London: Robert Laurie and James Whittle, 1794), 18.
2. Ibid., 22.
3. Penelope Ismay. “Financing the Industrial Revolution.” Class
lecture, The Credit Nexus: The Secret Economy in Britain,
1600s-1900s from Boston College, Chestnut Hill, MA, February
24, 2014.
4. Jefferys, The West Indian Atlas, i.
5. “Jefferys, Thomas (c.1719–1771),” Laurence Worms in Oxford
Dictionary of National Biography, eee ed. H. C. G. Matthew and
Brian Harrison (Oxford: OUP, 2004); online ed., ed. Lawrence
Goldman, January 2008, http://www.oxforddnb.com/view/
article/14696 (accessed March 16, 2014).
6. “Mercantilism (economics) -- Britannica Online
Encyclopedia.” http://www.britannica.com/EBchecked/
topic/375578/mercantilism.
7. Jefferys, The West Indian Atlas, 7.
8. Ibid.
9. Ibid., Plate 2.
10. Ibid., Plate 5.
11. Ibid., Plate 4.
12. Ibid, Plate 4.
13. Ibid., Plate 7.
14. Ibid., i.
15. Ibid., Plate 12.
16. Ibid., Plate 8.
17. Ibid, iv.
18. Sir Hans Sloane, A Voyage to the Islands Madera, Barbados,
Nieves, S. Christophers and Jamaica, with the Natural History ...
of the Last of Those Islands; to Which Is Prefix’d an Introduction,
Wherein Is an Account of the Inhabitants, Air, Waters, Diseases,
Trade, &c. ... Illustrated with the Figures of the Things Describ’d, ...
By Hans Sloane, ... In Two Volumes. ... London: printed by BMfor
the author, 1707.
19. Christian Lilly. Description of Jamaica [by Capt. Lilly, the
Engineer], June 18, 1700. http://gateway.proquest.com/
openurl?url_ver=Z39.88-2004&res_dat=xri:csp-us:&rft_
dat=xri:csp:rec:V18-E000990.
20. Jefferys, The West Indian Atlas, Plate 1.
21. Ibid., Plate 10.
22. Ibid., 23.
23. Ibid., 25.
24. Ibid., 20.
25. Ibid, Plate 13.
26. Ibid., Plate 4.
27. Robert Brenner, “The Social Basis of English Commercial
Expansion,” in Merchant Networks in the Early Modern World,
ed. Sanjay Subrahmanyam (Brookfield, Vermont: Ashgate
Publishing Company, 1996), 300.
28. “Sloane, Sir Hans, baronet (1660–1753),” Arthur MacGregor
in Oxford Dictionary of National Biography, eee online ed., ed.
Lawrence Goldman, Oxford: OUP, , http://www.oxforddnb.com/
view/article/25730.
29. Sloane. A Voyage to the Islands Volume 1, Title Page.
30. Ibid., 49.
31. Ibid., 28.
32. Sloane, A Voyage to the Islands Volume 2, 256.
33. Brenner, “The Social Basis”, 300.
34. David Hancock, The Letters of William Freeman, London
Merchant, 1678-1685 (London Record Society), (London: London
Record Society, 2002), 31.
35. Kenneth Morgan, Bristol and the Atlantic trade in the eighteenth
century, (Wiltshire, Great Britain: Cambridge University Press,
1993), 81.
36. Jefferys, The West Indian Atlas, Plate 7.
37. Ibid, Plate 11.
38. Ibid., 25.
39. Ibid., 15.
40. Herbert S. Klein, New Approaches to the Americas: Atlantic
Slave Trade (2nd Edition), (Cambridge, UK: Cambridge
University Press, 2010), 141.
70
elements : : fall 2015
references
Brenner, Robert. “The Social Basis of English Commercial
Expansion.” in Merchant Networks in the Early Modern
World, edited by Sanjay Subrahmanyam, 300. Brookfield,
VT: Ashgate Publishing Company, 1996.
Hancock, David. The Letters of William Freeman, London
Merchant, 1678-1685 (London Record Society). London: Lon-
don Record Society, 2002.
Ismay, Penelope. “Financing the Industrial Revolution.”
Class lecture, The Credit Nexus: The Secret Economy in
Britain, 1600s-1900s from Boston College, Chestnut Hill,
MA, February 24, 2014.
Jefferys, Thomas. The West-India Atlas : or, A Compendious
Description of the West-Indies : Illustrated with Forty-one Cor-
rect Charts and Maps, Taken from Actual Surveys, Together
with an Historical Account of the Several Countries and Is-
lands Which Compose That Part of the World ... London: R.
Laurie and J. Whittle, 1794.
Klein, Herbert S. New Approaches to the Americas: Atlantic
Slave Trade (2nd Edition). Cambridge, UK: Cambridge
University Press, 2010.
Lilly, Christian. Description of Jamaica [by Capt. Lilly, the En-
gineer], June 18, 1700. http://gateway.proquest.com/
openurl?url_ver=Z39.88-2004&res_dat=xri:csp-us:&rft_
dat=xri:csp:rec:V18-E000990.
MacGregor, Arthur. “Sloane, Sir Hans, baronet (1660–
1753).” Arthur MacGregor In Oxford Dictionary of National
Biography, online ed., edited by Lawrence Goldman. Ox-
ford: OUP. http://www.oxforddnb.com/view/arti-
cle/25730.
“Mercantilism (economics) -- Britannica Online Encyclo-
pedia.” Accessed March 16, 2014. http://www.britannica.
com/EBchecked/topic/375578/mercantilism.
Morgan, Kenneth. Bristol and the Atlantic trade in the eigh-
teenth century. Wiltshire, Great Britain: Cambridge Univer-
sity Press, 1993.
Sloane. Hans. A Voyage to the Islands Madera, Barbados,
Nieves, S. Christophers and Jamaica, with the Natural History
... of the Last of Those Islands; to Which Is Prefix’d an Intro
duction, Wherein Is an Account of the Inhabitants, Air, Wa-
ters, Diseases, Trade, &c. ... Illustrated with the Figures of the
Things Describ’d, ... By Hans Sloane, ... In Two Volumes. ...
London: printed by BMfor the author, 1707.
Worms, Laurence. “Jefferys, Thomas (c.1719–1771).” Lau-
rence Worms In Oxford Dictionary of National Biography,
edited by H. C. G. Matthew and Brian Harrison. Oxford:
OUP, 2004. Online ed., edited by Lawrence Goldman,
January 2008. http://www.oxforddnb.com/view/arti-
cle/14696.
71
cartographers in the caribbean
the german catholic theologian johann baptist metz makes a convincing case that
in the face of the catastrophes of the 20th century, christian theology can no lon-
ger isolate itself from its role as a perpetrator of injustice. to that end, he seeks to
challenge abstract answers to theological questions with a renewed sensitivity to
past transgressions. for metz, christian faith cannot simply be a matter of assent to
theoretical propositions, but rather a practical engagement with “dangerous memo-
ries” of systematic injustice. in this paper, the author takes up metz’s conceptual
framework for political theology and uses it to examine kendrick lamar’s “sing
about me, i’m dying of thirst” as a theological, and specifically soteriological, per-
formance. by re-telling in his own voice the stories of friends who have died, kend-
rick both documents the struggle they lived and reveals his own vulnerability to
the same conditions (of sin). but in addressing this vulnerability, he transcends it,
protecting himself from sin precisely by telling the story. the paper closes with some
reflections on how kendrick’s track might gesture towards a mode of doing theol-
ogy that subverts the abstract tendencies of the hegemonic western tradition.
performing redemption
Metzian Theology in the Art of Kendrick Lamar
evan goldstein
Towards the end of his life, the philosopher Walter Benja-
min wrote that, “the true picture of the past flits by…[and]
can be seized only as an image which flashes up at the
moment when it can be recognized and is never seen
again.”1 According to this view, philosophical inquiry can-
not presuppose the accessibility of a universal history as
such, but rather must seek absolute truth in and through
the concrete “temporality” of every historical moment.2
Through this thesis, Benjamin did not intend to merely
criticize modernity’s prevailing bourgeois history (qua his-
tory of progress), but also to articulate the task of the phi-
losopher as “to seize hold of a memory as it flashes up in a
moment of danger,” and to establish these memories as
the inaugural site of a constructive, critical response.
The German Catholic theologian Johann Baptist Metz ap-
propriates Benjamin’s thesis in his call for a Christian the-
ology grounded in “dangerous memories” of suffering.3
Reacting against a corrupted theological discourse that he
terms “bourgeois religion,”4 Metz articulates the need for
a “practical, fundamental theology of the subject” that does
not flee from history but rather attempts to talk about God
in view of history’s victims.5 At the center of this attempt is
the theodicy problem, or “the question of how one is to talk
about God in the face of the abysmal histories of suffering
in the world.”6 Metz criticizes mainstream theology for
prioritizing soteriology over theodicy, producing a “soteri-
ologically-overdetermined” discourse which he suggests
functions as an “exoneration mechanism” alleviating the
bourgeois subject’s responsibility for suffering in history.7
Against abstract theologies of justification, Metz main-
tains that a “purely argumentative soteriology” (one that
does not account for histories of suffering) reenacts the
bourgeois banishment of religion to the private (and thus,
non-political) sphere, thereby uncritically affirming the
prevailing socio-political order. Instead, following Benja-
min, Metz re-articulates faith as a “praxis in history and
society” that struggles to speak about God from the under-
side of modernity.8
In this paper, I read Kendrick Lamar’s “Sing About Me,
I’m Dying of Thirst” as a performance of dangerous
memory.9 Specifically, I read this song as a soteriological
performance, one in which the artist struggles for re-
demption from what he explicitly frames as a condition
of sin. The sin Lamar confronts is not the abstract, onto-
logical sin of the dominant Christian tradition of theo-
logical anthropology, but rather a social condition of “dy-
ing of thirst,” described in the second half of the two-part
track. Lamar’s performance of dangerous memory oper-
ates on two levels: On the one hand, Lamar’s stories of
friends who have passed function as representations of
the lived experience he characterizes elsewhere as “[grow-
ing] up ‘round some people livin’ they life in bottles.”10 In
other words, the stories are descriptions of the sinful re-
ality Lamar inhabits. At the same time, Lamar speaks
from within that reality, and therefore presents himself
as vulnerable to its destructive tendencies as well. As
such, the song (including his embodiment of others’ sto-
ries) itself functions soteriologically.11 Lamar does not
simply represent his struggle against sin, but indeed per-
forms that struggle in and through his music.
Thus, “Sing About Me, I’m Dying of Thirst” is a musical
performance of Metz’s soteriology, which is neither “pure-
ly argumentative” nor content to stop at rationally-deduced
propositions, but rather represents the drama of salvation
(and, truthfully, of theology itself). Lamar’s soteriology is
unstable, resisting the pervasive influence of sin at the
very moment that he performs his vulnerability to sin’s de-
struction and his ultimate inability to overcome sin on his
own.12 He expresses, we might say, a dialectic of resistance
and vulnerability, which is the situation of a “good kid” in
a “m.A.A.d city.”13 As such, the theological resonances of
his work are not important simply for understanding his
musical project, but also make a contribution to theology
itself. Following Metz, theological truth cannot be deduced
from within the walls of the academy, but must ground it-
self in the dangerous memories that convey the ambiguity
of speech about God. As such, my aim is to read Lamar in
a way that problematizes abstract conceptions of salvation
and reveals the danger of speaking about God.
lamar performing at way out west in august 2013
(courtesy of wikimedia commons)
73
performing redemption
“promise that you will sing about me”:
representation at the boundaries of life
and death
“Sing About Me, I’m Dying of Thirst” is the penultimate
track on Kendrick Lamar’s debut major-label album, good
kid, m.A.A.d city (2012). Like every song on the album, it is
a memoiristic portrayal of Lamar’s life in Compton. In
many ways, good kid, m.A.A.d city is less a sequence of di-
vergent tracks than it is a continuous, unified narrative of
suffering, struggling, swaggering, sex, and much more.
One hesitates to name a primary theme, for fear of obscur-
ing other indispensable elements of the work; however, to
the extent that we can venture to do so, we might draw on
James H. Cone’s characterization of the spirituals and the
blues: “Black music…is not an artistic creation for its own
sake; rather, it tells us about the feeling and thinking of an
African people, and the kinds of mental adjustments they
had to make in order to survive in an alien land.”14
The particular focus of this study, “Sing About Me, I’m Dy-
ing of Thirst,” unfolds in two parts of about six minutes
each. The first part opens with its hook: “When the lights
shut off, and it’s my turn to settle down/My main concern:
promise that you will sing about me.” Already, the Metzian
resonances of this track come through, as the voice (per-
haps Lamar’s but it is left somewhat unclear) implores
someone (perhaps Lamar, perhaps the listener; again, it is
not specified; as we shall see, the identity of both the voice
and the addressee shift throughout the track in significant
ways) to retell their story after they are gone. Even this
opening line, simple as it is, conveys something important
about the speaker: namely, that they feel compelled to con-
sider how others will memorialize them. Important for a
comparison with twentieth century philosophy and theol-
ogy, the fact of death’s possibility (and even imminence)
does not itself appear to be troubling; rather, what con-
cerns this speaker is whether and how they will be remem-
bered. Thus, it is already apparent that what we are hear-
ing disrupts an abstract, existential mode of being in the
world, in which the fear of death is the primary crisis of
human existence.15
The following two verses present two stories of Lamar’s
friends who have passed, suggesting an answer to the
question of who it is that urges Lamar to sing about them.
Both stories, however, are recounted in Lamar’s voice, pre-
senting an interesting interplay between remembrance-
ing (Eingedenken) and remembrance-er (i.e., the one who is
remembering) that shall be explored in more depth be-
low.16 The theme suggested in the hook-of death’s immi-
nent possibility, or, possible imminence-pervades the first
verse. Beginning, “I woke up this morning and figured I’d
call you/in case I’m not here tomorrow,” the verse’s “pro-
tagonist” is a gang member whose slain brother (identified
in the previous track as Dave) was close with Lamar.17 In-
deed, we learn that Lamar held Dave as he died.18 The verse
centers around the inability of Dave’s brother to extricate
himself from the gang life, which is presented as an irrevo-
cable, almost intrinsic quality of his personhood. He draws
upon the language of biology and disease, declaring his
situation as the “prognosis of a problem child,” juxtaposed
against Lamar’s musical “recovery.”19 Thus, he has called
Lamar to “borrow a peace of mind”; in other words, a brief
(and temporary) respite from the ineradicable “piru shit
[that’s] been in me forever.”20 He is displays a certain am-
bivalence about this condition. On the one hand, he ac-
knowledges that he is “behind on what’s really important,”
but he also describes his violent reaction to his brother’s
murder in blood-chillingly mundane terms: “As blood
spilled on your hands/my plan’s rather vindictive/…a de-
mon glued to my back, whispering ‘get ‘em’/I got em/and
I ain’t give a fuck.”
This verse’s seemingly contradictory dynamic exemplifies
what I consider to be the central problematic of the song:
being stuck in a seemingly irrevocable situation of
violence, wherein resistance seems completely hopeless
and passive acceptance inevitably results in death. There is
a sense of proximity to death, evidenced by the verse’s
opening, as well as it’s ending, in which Dave’s brother
tells Lamar, “if I die before your album drop, I hope-“
before he is abruptly cut off by gun shots, and we are left to
wonder for what he dared hope.21 His call to Lamar
functions both to express that hope before the former’s
“Lamar does not simply represent his struggle against
sin, but indeed performs that struggle in and through
his music.”
74
elements : : fall 2015
impending death (to which he was especially vulnerable
because of the conditions of his life), and to ensure an
afterlife for his hope beyond bodily death. The desire to
have one’s story retold does not, in this instance, stem
from vanity, but rather from the (perhaps unspoken)
conviction that to be forgotten would be to reinforce the
system responsible for one’s death. If, as Max Horkheimer
and Theodor Adorno suggest, “the capacity to be
represented is the measure of power,” then to insist upon
posthumous representation is to hope that one might
matter in death, even when one’s life is systematically
neglected and discarded.22 This is the representation of the
underside of Metz’s Eingedenken, not the academic
specialist seeking critical distance from bourgeois thought-
forms, but the precarious subject himself anxious about
the prospect of being posthumously disregarded.23
The second verse expresses similar themes-being stuck in
cycles of destruction (and self-destruction) with death as a
constant possibility-but in a somewhat modulated form.
Here the “speaker” is the sister of Keisha, a slain teenaged
prostitute whose story Lamar previously recounted (from a
third person perspective) on the track, “Keisha’s Song (Her
Pain).”24 In contrast to the cordial tone of the previous
verse, Keisha’s sister criticizes Lamar for “judging her
[sister’s] past” by “put[ting] her on blast” in “Keisha’s
Song.”25 Immediately, though, the verse comes back to her
present (“her past…well, it’s completely my future”), as a
prostitute for her sister’s pimp. Juxtaposed with the first
verse, her narration represents the second of two
(gendered) roles available to Compton’s children in
situations of economic exigency: men can become gang
members, and women can become prostitutes.26 The latter
shares the former’s proximity to death; even as Keisha’s
sister proclaims that, “I’ll probably live longer than you,
and never fade away,” she knows that her survival is at
stake and in jeopardy (“I’m on the grind for this cake/I’ma
get it or die trying”). Like Dave’s brother, Keisha’s sister
characterizes her situation in biological terms, as a “family
gene,” thus underscoring its insurmountability.
Keisha’s sister does not just criticize Lamar for using Kei-
sha’s story, but also calls into question the possibility ar-
ticulated in the previous verse that Lamar’s music might
be a source of “recovery.”27 Indeed, her criticism of La-
mar’s previous attempt at representing black female expe-
rience articulates at the same time the possibility that the
present representation will fail. This brings us to the sec-
ond, and perhaps more important, layer of these opening
verses: Lamar is not simply telling the story of others’ but
is, in fact, telling us his own story through that very repre-
sentation. Thus, we cannot simply read this as a portrayal
of gendered navigation of the ghetto, but must also ask
where Lamar is situating himself in this narrative matrix,
as well as what the track does for him; in other words, if
the actual narrators of the two verses (whose words, it
must be noted, we do not actually hear in an unmediated
form) speak in order to both represent and resist their cir-
cumstances, what is being performed by Lamar’s repre-
sentation of those representations?28
To this point, we have seen that the opening two verses of
“Sing About Me, I’m Dying of Thirst” represent life on the
boundaries of life, wherein death is constantly, to borrow a
phrase from Tupac Shakur, just “around the corner.”29 The
narrators narrate with the intent of reclaiming their hu-
manity from death-dealing systems that have forced its
negation, even as they acknowledge the ultimate impossi-
bility of transforming their situation. It might, therefore,
be unclear what the theological dimension of this track is.
kendrick lamar at groẞe freiheit 36, hamburg
(courtesy of wikimedia commons)
75
performing redemption
As I have suggested, though, the primary locus of our
analysis is not simply what is represented in those vers-
es, but what is represented in Lamar’s performance,
which is explicitly framed not just in terms of death and
life, but also of sin and redemption. Lamar’s perfor-
mance navigates the ghetto in search of redemption,
which comes partially in and through his musical resis-
tance to pervasive social sin, but ultimately only through
a Messianic intervention that re-inaugurates, and there-
by redeems, time itself.
“i’m dying of thirst”: kendrick lamar’s
soteriological imagination
Though this section of the paper deals primarily with
the “Dying of Thirst” section of the track, we must
begin our considerations with Lamar’s verse in the
“Sing About Me” section. As I have already suggested,
Lamar’s verse here marks the transition from the
retelling of others’ stories to a response to his deceased
friends, as well as telling his own story. Indeed, Lamar
situates himself within the social world of those whom
we must sing about to keep alive, indicating the way in
which the previous verses were also, in a meaningful
way, “Lamar’s verses,” though this is the first one that
directly expresses his perspective.
As with the previous two verses, Lamar is “infatuated
with death” and aware of its proximity. Lamar himself
confirmed in an interview with RapGenius that “that
whole verse is about grasping the idea of death, for a kid
[in Compton].” In the early part of the verse, he sounds a
prayerful wish that “if I’m doomed/may the wound help
my mother be blessed for many moons.” This also
captures an essential dialectic of the verse, and the song
as a whole: Rap music functions both as “the wound,”
since his lyrics “make sure that my lifeline/reeking the
scent of a reaper, ensuring my allegiance/with the
otherside may come soon,” and as a saving grace. Lamar
suggests that the fate of his previous two interlocutors is
“exactly what’d happen if I ain’t continue rapping.”
Indeed, these stories form the basis of his music (“By any
means, wasn’t tryna offend or come between/her
personal life, I was like, it need to be told”), and compel
him to “count lives all on these songs” even as that very
act draws danger to him. Lamar’s self-implication in the
cycle of destruction that killed his friends alters the
meaning of the hook. No longer is the voice we hear
simply the words that prompt Lamar to make the track;
we now hear Lamar addressing himself to his listeners,
bringing us under the obligation of telling his story,
precisely as he has done for others, in the (not
inconceivable) event of his death. The conclusion of the
verse sounds a poignantly simple challenge: “Am I worth
it?/Did I put enough work in?”
Unlike the previous two verses, the nearness of death is
conceived in soteriological terms. Lamar hopes to “hear a
cry out from heaven so loud it can water down a demon/
with the holy ghost ‘till it drown in the blood of Jesus.” It
becomes clear, throughout this verse and into the “Dying
of Thirst” section, that Lamar does not simply figure his
situation in terms of suffering and pleasure (as one might
wrongly surmise from tracks like “Swimming Pools
(Drank)” and “m.A.A.d. city”), but precisely as sin and re-
pentance, a reading that becomes more apparent with
Maya Angelou’s intervention at the end of the song (“See,
you young men are dying of thirst. Do you know what that
means? That means you need water, holy water. You need
to be baptized with the spirit of the Lord”).
Following a brief dramatic interlude (the significance of
which we shall examine later), the track transitions into
graffiti of jesus at corso di porta ticinese (milan)
(courtesy of wikimedia commons)
76
elements : : fall 2015
“Dying of Thirst.” The tempo speeds up as the “Dying of
Thirst” beat rises underneath the frustrated final words of
the interlude: “Fuck, I’m tired of this shit! I’m tired of
fuckin’ runnin’, I’m tired of this shit!”30 Lamar takes up
this refrain (“tired of runnin’”), interspersing each repeti-
tion with an esophageal “uh,” as if to indicate a breathless-
ness induced by the accelerando. Lamar rehashes familiar
scenes: casualties of gang violence,31 unfulfilled hopes,32
and his own sense of being trapped in sinful structures.33
Here the operation of his music as resistance to sin is
made explicit, as he “hope(s) we can tower/over the city
with vanity with the music louder,” using success as an
artist to drown out the sounds of gang violence. More spe-
cifically, he promises to “show you how to/dye your thirst,”
suggesting that the expressions of “a black flower” (and
here he evokes Tupac’s “The Rose that Grew From Con-
crete”) cannot eliminate sin, but can mitigate its influence.
This is a crucially important bar, insofar as it captures the
central thrust of Lamar’s soteriological argument: Lamar’s
music performatively constitutes itself as a necessary but
not sufficient soteriological mechanism. This is to say, La-
mar’s struggle for salvation from conditions of social sin
takes place in and through his performance, rendering the
performance soteriologically obligatory, but that salvation
is not complete. Thus, though the second half of “Dying of
Thirst” becomes increasingly, and more traditionally, sote-
riological, it would be wrong to read Lamar as advocating a
simple “conversion.”34 Though his final exhortation (citing
his mother) is to “hop in that water, and pray that it works,”
Lamar is not advocating an abstract “acceptance” of God’s
grace as an entirely soteriologically efficacious act. Without
attempting to situate Lamar’s logic of salvation within the
Protestant-Catholic divide, one might read Lamar as say-
ing that we cannot do nothing in our salvation. For Lamar,
salvation is a struggle, a drama, a project, something that
must be continually enacted. Importantly, Lamar’s soteriol-
ogy questions its own efficacy, containing within itself a
reflexive awareness of the possibility of its own failure. Be-
cause the struggle for salvation is tied to certain social con-
ditions, it is not a purely individual project, but one that we
as listeners are exhorted to become partners in. Indeed,
perhaps one of the effects of Lamar’s track is to enter into
a relationship with those distant from himself, giving sote-
riology a translational character that implicates us all in
each others’ salvation. We are called to discern our com-
plicity in the perpetuation of sinful structures and remind-
ed that our salvation is conditioned by the eradication of all
sin. Lamar’s track is a call, which demands a response
from those with ears to hear.
Lamar performs Metz’s critique of soteriology in another
crucial respect: He ties redemption from sin with the an-
ticipation of a future messianic intervention. As previously
noted, the two sections of the track are divided by a skit
that dramatizes the reaction of Dave’s brother to Dave’s
death. Following Lamar’s “Dying of Thirst” verses, we re-
turn to that scene, but this time we hear a new voice: Maya
Angelou, who recognizes that the boys are “dying of thirst”
through their sin, and leads them through a version of the
Sinner’s Prayer, pronouncing this action as “the start of a
new life: your real life.” Of course, we know, or can at least
suspect, that this did not actually happen, as we have al-
ready seen how Dave’s brother reacts.29 Thus, Angelou’s
intervention should be understood as Lamar’s imaginative
dramatization of salvation itself, one that projects hope for
a messianic future through the conjuring of a redeemed
past. By dramatizing a past in which the arrival of death
was not inevitable (for Dave’s brother, and, by extension,
for Lamar himself), Lamar expresses hope in a future in
which redemption is possible. In other words, Lamar
imagines a salvific life where “death doesn’t reside” not as
eternal life, but as “real life.”35 Though he is not sure the
water will work, he yearns for the intervention of someone
who might give him a new life, a real life.36 Further, de-
spite the usage of a fairly standard evangelical prayer, I
would suggest that to see Lamar as advocating a purely in-
teriorized “acceptance” of Jesus Christ’s salvific status is a
misreading. To the contrary, we must understand this skit
in the context of what Lamar has already shown us regard-
“By dramatizing a past in which the arrival of death
was not inevitable (for Dave’s brother, and, by extension,
for Lamar himself), Lamar expresses hope in a future in
which redemption is possible.”
77
performing redemption
ing the soteriological status of his music. Angelou’s inter-
vention represents a messianic vision of a life beyond the
constraints of death’s nearness. Salvation, then, is not
“heaven” or “sinlessness,” but rather life itself. Only with
the coming of the Messiah will life not be tainted by the
proximity of death, as it is elsewhere in the track. The hope
in a messianic intervention does not negate the imperative
of political and aesthetic struggle against sin (which is
what the rest of the track does), but merely emphasizes
that ultimate soteriological efficacy lays beyond the bound-
aries of struggle alone. Thus, Lamar’s track functions as a
“witness for the future” of redemption, without legitimiz-
ing the present on the basis of the future’s possibility.37
We have seen the contribution that theological analysis can
make to an appreciation of “Sing About Me, I’m Dying of
Thirst”; what can theological discourse learn from Lamar’s
track? On one level, the contribution is obvious: Lamar’s
performance is an enactment of Metz’s criticism, a dem-
onstration of what a soteriology looks like when it refuses
to be, because it cannot be, “purely argumentative.” An-
other way of putting this (one that resonates with Metz’s
own language and the language of the Frankfurt School) is
that Lamar’s track is an example of a non-mythological so-
teriology. But on a deeper level, I want to suggest that La-
mar’s track functions as a critique of the theological enter-
prise itself. Once we acknowledge that Lamar is doing
theology, we have already destabilized the hegemonic
claim of the academy to be a privileged domain of Theolo-
gy as such. Indeed, to even portray theology as something
that must be done (understanding this verb in its most ac-
tive sense) requires that we consider the possibility of the-
ology beyond the academy. In so doing, we must distance
ourselves from the label “theologian,” at least to the extent
that we acknowledge that a “theologian” might not simply
be one who studies, teaches, and writes theology in an aca-
demic context. I see this self-critical distancing as a posi-
tive move, insofar as it urges us to continually discern
whether we are truly doing theology, in conversation with
the painful losses, unfulfilled hopes, and subversive beau-
ty of the world we cohabit,38 or whether we are simply go-
ing through the motions, however artfully, in a space that
is ultimately not innocent.39
Reading Lamar’s performative soteriology next to Metz’s
interruptive theodicy suggests that questioning the possi-
bility of theology is an essential precondition of theology
itself. Theology cannot simply seek to include the excluded
(though it should certainly do this), but must also de-cen-
ter hegemonic notions of what it is to do theology, essen-
tially undermining its own validity. Discourses of “inclu-
sion,” while not altogether unhelpful, risk maintaining the
centrality of Theology, hegemonically understood, and
merely establishing terms of entry for marginal voices.40
The reading of “Sing About Me, I’m Dying of Thirst” that
I have proposed here challenges us to go beyond inclusion
to re-conceptualizing theology itself, a move that I suggest
is prefigured in Metz (though he remains rather vague
about what such a theology beyond Theology might look
like, and continues to do theology in a basically conven-
tional way).
Lamar presents an alternative foundation upon which to
build the theological guild: Rather than seeking to produce
praiseworthy essays and books, or to bring people to con-
version, the task of the theologian is to sing a song of hope
in a world of sin, to attempt to demonstrate how to “dye
your thirst” without resorting to naïve platitudes. Such a
task is, as Metz suggests, basically apologetic, a defense of
(Christian) hope that does not prescind from the darkness
of history but rather struggles against it.41 The theologian
poses “disturbing questions”as a practical strategy for sur-
vival, carrying on the cause of the forgotten past while an-
ticipating the real life of the salvific future.42
78
elements : : fall 2015
endnotes
1. Benjamin, Theses on the Concept of History, 253-264.
2. Buck-Morss, The Dialectics of Seeing: Walter Benjamin and the
Arcades Project,19-20.
3. Metz, Faith in History and Society, 109ff, 200ff.
4. Metz, The Emergent Church: The Future of Christianity in a
Post-Bourgeois World 1-16.
5. Metz, Faith in History and Society, 46-47, 60-70, 183-237.
6. Metz, A Passion for God: The Mystical-Political Dimension of
Christianity, 56ff.
7. Metz, Memoria passionis: eine provozierendes Gedachtnis in
pluralistischer Gesellschaft, 57.
8. Metz, Faith in History and Society, 73.
9. From the 2012 album, good kid, m.A.A.d. city. Though the
title is somewhat lengthy, I will continue to cite it in full due to
the structure of the track, which consists of two distinct sections
that could function as songs in their own right. The first repeats
the refrain “promise that you will sing about me,” while the
second is organized around the repetition of “dying of thirst.”
Thus, to avoid the perception that I am referring to only the
first half of the track, I will refer to it by its full title. See the full
lyrics (with crowd-sourced annotations) here: http://genius.com/
Kendrick-lamar-sing-about-me-im-dying-of-thirst-lyrics.
10. Lamar, “Swimming Pools (Drank)-Extended Version,” good
kid, m.A.A.d. city (2012).
11. See also his “Poetic Justice” on the same album: “I could
never right my wrongs unless I write it down, for real.”
12. Cf. Walter Benjamin’s “Theses,” in which “the Messiah
comes not only as the redeemer, he comes as the subduer of the
Antichrist,” (p. 255). I read Kendrick’s resistance to history’s
un-redeemed status alongside the salvific intervention of Maya
Angelou at the song’s ending in a similar manner: The salvation
Kendrick envisions is not merely a positive state of redemption,
but an overcoming of social sin.
13. This framing is supported by the meanings of the acronym
“m.A.A.d,” which signifies both “My Angry Adolescence
Divided” and “My Angels on Angel Dust.” Both meanings
(as well as the word as it is vocalized: “mad city”) represent
the dialectic I describe here, of a subject who seeks to resist
destructive social influences while simultaneously participating
in them.
14. Cone, The Spirituals and the Blues: An Interpretation, 98
(emphasis original). To be sure, this description cannot be
uncritically appropriated in this case. For instance, Kendrick
does not necessarily understand his project as navigating “an
alien land” (Compton is his home), and one can debate what the
label “an African people” might mean in terms of Kendrick’s
musical project. Still, Kendrick’s album is, broadly speaking,
an expression of the thinking and feeling of the good kid
navigating a mad city. Moreover, though Kendrick seems to
display a deeply-engrained need to be in the studio, creating, he
has repeatedly emphasized that he intends his music to have a
broader impact. It is thus not “an artistic creation for its own
sake,” but rather a project that grapples with, and seeks to resist,
concrete conditions of suffering.
15. J. Matthew Ashley describes how Metz’s theology seeks to
move beyond an abstract problematic of finite/infinite: “Just as
the Seinsfrage for Heidegger and Rahner irritates us, keeps us
from closing ourselves off in some finite realm of beings in our
attempts to understand what it means to be human, so in Metz’s
thought does the theodicy question irritate us. It keeps us from
falling into the various exculpation strategies which entrap us in
the dialectic of enlightenment, opening up instead the possibility
of a different existentiell stance toward our involvement in the
world and history,” (p. 160). See also Metz in “Communicating
a Dangerous Memory”: “The basic theological question…is not
‘who saves me?’ but rather, ‘who saves you?’…the question, ‘what
dare I hope?’ is transformed for me into the question, ‘what dare
I hope for you, and, in the end, also for me?’” (p. 40). This is
not precisely what is expressed here, in the opening moments
of “Sing About Me, I’m Dying of Thirst,” but it does shed light
on Metz’s re-orientation of theological reflection towards the
voices of those who suffer. Moreover, the perspective heard
in Kendrick’s track, which is alien to the more theoretical
fundamental anthropologies of thinkers like Rahner and
Heidegger, validates Metz’s claim that sensitivity to dangerous
memory presents an interruptive challenge to “mainstream”
theology, a challenge that cannot go unanswered.
16. Eingedenken is a German neologism coined by Metz most
nearly meaning “remembrance-ing” in the liturgical sense of “do
this in memory of me.” See Metz, See A Passion for God, p. 181,
n. 10; and Ashley, p. 161-162.
17. See “Swimming Pools (Drank).”
18. “You ran outside when you heard my brother cry for help/
held him like a newborn baby, and made him feel/like everything
was alright.”
19. “In actuality, it’s a trip how we trip off of colors/I wonder if
I’ll ever discover/A passion like you and recover.”
20. “Piru” refers to a street in Compton that is associated with
the Bloods. Dave’s brother is underscoring his quasi-intrinsic
inability to resist the gang life. It is crucially important to that
his somewhat biological language not be equated to racist
stereotypes of black criminality that often cite gang activity
as “evidence.” The fact that he is unable to extricate himself
from cycles of gang violence should not imply a negative
moral judgment against him. Indeed, that Kendrick embodies
the narration of a gang member (who, in this very verse,
admits to killing a rival gang member) and, later, a prostitute,
demonstrates that his intent is not to moralize, but rather to
humanize.
21. Cf. J. Kameron Carter’s discussion of abjection as “a figure
neither of life nor death but of living death” in “The politics of
the atonement,” The Immanent Frame, July 18th, 2011, http://
blogs.ssrc.org/tif/2011/07/18/the-politics-of-the-atonement/.
See also his (theological) genealogy of racialized “death-bound
subjects” in Race: A Theological Account (Oxford University Press:
Oxford, UK, 2008), p. 79-121, especially 118-121.
22. Max Horkheimer and Theodor Adorno, Dialectic of
Enlightenment: Philosophical Fragments trans. Edmund Jephcott
(Stanford University Press: Stanford, CA, 2002), p. 27. Tupac
Shakur, whose music serves as a major influence on Kendrick,
79
performing redemption
articulates the (un)representation of black people (specifically
men) as a socio-political problem. See, for instance, “My Block”
(“Only time they notice a n****a is when he’s clutchin on a
four-five”), “Me Against the World” (“What’s the use/unless we
shootin/no one notices the youth”), and “Thugz Mansion” (“No
one knows my struggle/they only see the trouble”). Tupac also
expresses the emotional dimension of society’s disregard for
black men in an early poem: “[The world] is painful and sad and
sometimes I cry/and no one cares about why.” See “Sometimes
I Cry” in The Rose that grew From Concrete (Pocket Books: New
York, NY, 1999), p. 7. Though Kendrick’s album (and especially
this track) tends to stay in the register of narration rather than
manifesto, the socio-political dimensions that Tupac articulates
are undoubtedly present.
23. I borrow the concept of “precarity” from Judith Butler, who
takes it to mean the basic state of physical vulnerability that is
the precondition of embodied, socio-political existence. Butler
suggests that the unequal social distribution of precarity (i.e.,
certain people and groups of people are systematically more
susceptible to physical violence and death than others) inscribes
a “hierarchy of grief,” in which the nation-state reproduces itself
via public adjudication of whose life is grievable, and, thus,
which people are people. See Butler, Precarious Life: The Powers
of Mourning and Violence (Verso: New York, NY, 2006), p. 19-49.
24. See Kendrick’s debut studio album, Section.80 (2011).
25. It’s unclear if Keisha’s sister objects to a particular element
of the song (one could imagine her taking issue with the
ending, in which Kendrick plays the song for his little sister as
a cautionary tale) or the fact that Kendrick made the song at all.
Nonetheless, her objection to being represented stands in stark
contrast to the previous verse, as well as the song’s hook.
26. Indeed, Keisha’s sister (or, perhaps here the voice of
Kendrick) frames her prostitution as “a family gene that shows
women how to be woman.” Prostitution, for her, functions
pedagogically, to inscribe and reinforce particular gendered
performances.
27. “You lying to these motherfuckers, talking ‘bout you can help
them with my story/You can help me if you sell this pussy for
me, n***a.”
28. Another question that must be asked is what is left out of
Kendrick’s representations. It would be a mistake to entirely
identify Kendrick’s re-narration of their narrations with the
narrations (and, even more so, experiences) themselves,
and thus it is important to discern what is excluded. A full
exploration of this dimension of representation, however, is
beyond the scope of this essay. For our purposes, it is sufficient
to note that Kendrick represents these narrations in order to
express something about himself, and to do something; it is that
“something” which constitutes the primary focus of this essay.
29. See Tupac, “Death Around the Corner,” Me Against The
World (1995).
30. As we shall see, these are the words of Dave’s brother (the
slain gang member voiced by Kendrick in the track’s first verse).
We finally hear, in his own words, the anger he over the murder
of his brother that he communicated to Kendrick, anger that,
as we already know, leads him to kill in revenge, and ultimately
leads to his death.
31. “Daughter is dead, mother is mournin’ her.”
32. “Dreams of balling, like Spalding/but only shotty bounce.”
33. “It’s hard to channel your energy when you know you’re
crooked/Banana split, split his banana pudding/I’m like Tre,
that’s Cuba Gooding/I know I’m good at dying of thirst/dying of
thirst/dying of thirst.”
34. The final two verses of “Dying of Thirst” (according to
the numbering on RapGenius) declare that “hell is hot, fire is
proven/to burn for eternity.” Interestingly, Kendrick returns
to the use of biological language, terming his sinfulness
“hereditary, all my cousins/dying of thirst, dying of thirst, dying
of thirst.” In the final verse, Kendrick’s rapping is actually
interrupted by a plea for redemption (“Lord, forgive me for all
my sins for I do not know…”), and the track’s final lyrics are
Kendrick’s recollection: “Back once my momma say/’see a
pastor, give me a promise/what if today was the rapture and
you completely tarnished/the truth will set you free, so to me be
completely honest/you dying of thirst, you dying of thirst/so hop
in that water, and pray that it works.’”
35. See Nas’s remix of Tupac’s “Thugz Mansion,” God’s Son
(2002).
36. Cf. The track “Real” on good kid, m.A.A.d. city (2012).
37. Pierre Bouretz, Witnesses For The Future: Philosophy and
Messianism, 6-11, 200ff. The phrase “witnesses for the future”
is found in a 1927 letter from Walter Benjamin to Gershom
Scholem, in which history is described “as a trial in which man
as an advocate for mute nature makes a complaint against the
nonappearance of the promised Messiah. The court, however,
decides to hear witnesses for the future.” The artist, then,
produces a vision of the future as a witness for messianic hope,
even when the rest of society has left the courtroom entirely.
38. I evoke “cohabitation” rather than “inhabitation” in keeping
Butler’s understanding of our political existence as constituted by
the condition of sharing the world with others with whom we did
not choose to cohabit. See Butler’s Parting Ways: Jewishness and
the Critique of Zionism (Columbia University Press: New York,
NY, 2012), p. 23-24, 43-44, 125-131, 151-180.
39. Rieger, God and the Excluded: Visions and Blind Spots in
Contemporary Theology,1-16.
40.Rieger, God and the Excluded: Visions and Blind Spots in
Contemporary Theology,113-123.
41. See the introduction to Faith in History and Society. I put
Christian in parenthesis because I do not believe that this
reading of Kendrick’s soteriological vision need be relegated to a
particular religious tradition, though obviously it may not apply
equally well for all traditions.
42. Metz, A Passion for God, p. 66.
43.
80
elements : : fall 2015
references
Ashley, J. Matthew. Interruptions: Mysticism, Politics, and
Theology in the Work of Johann Baptist Metz. Notre Dame:
University of Notre Dame Press, 1998.
Benjamin, Walter. “Theses on the Concept of History.” In
Illuminations: Essays and Reflections, edited by Hannah Ar-
endt. New York: Schocken Books, 1965.
Bouretz, Pierre. Witnesses For The Future: Philosophy and
Messianism. Translated by Michael B. Smith. Baltimore:
Johns Hopkins University Press, 2010.
Buck-Morss, Sorsan. The Dialectics of Seeing: Walter Benja-
min and the Arcades Project. Cambridge: MIT Press, 1991.
Butler, Judith. Precarious Life: The Powers of Mourning and
Violence. New York: Verso, 2006.
Butler, Judith. Parting Ways: Jewishness and the Critique of
Zionism. New York: Columbia University Press, 2012.
Carter, J. Kameron. Race: A Theological Account. Oxford:
Oxford University Press, 2008. doi: 10.1093/acprof:o
so/9780195152791.001.0001
Carter, J. Kameron. “The politics of the atonement.” The
Immanent Frame. July 18, 2011. http://blogs.ssrc.org/
tif/2011/07/18/the-politics-of-the-atonement/.
Cone, James H. The Spirituals and the Blues: An Interpreta-
tion. Maryknoll: Orbis Books, 1972.
Horkheimer, Max, and Theodor Adorno. Dialectic of En-
lightenment: Philosophical Fragments. Translated by Ed-
mund Jephcott. Stanford: Stanford University Press, 2002.
Lamar, Kendrick. Keisha’s Song (Her Pain). Section.80,
2011.
Lamar, Kendrick. “Poetic Justice,” good kid, m.A.A.d. city,
2012.
Lamar, Kendrick. “Real,” good kid, m.A.A.d. city, 2012.
Lamar, Kendrick. “Sing About Me, I’m Dying of Thirst,”
good kid, m.A.A.d. city, 2012.
Lamar, Kendrick. “Swimming Pools (Drank)-Extended
Version,” good kid, m.A.A.d. city, 2012.
Metz, Johann Baptist. A Passion for God: The Mystical-Polit-
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Metz, Johann Baptist. “Communicating a Dangerous
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Christianity in a Post-Bourgeois World. Translated by Peter
Mann. New York: Crossroad, 1981.
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Shakur, Tupac. “Death Around the Corner,” Me Against
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Shakur, Tupac. “Me Against the World,” Me Against the
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Shakur, Tupac. “My Block,” Better Dayz, 2002.
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Shakur, Tupac. “Thugz Mansion,” Better Dayz, 2002.
81
performing redemption
in a time when candidates feel pressure to tout their independent attitude and
bipartisan spirit in order to win elections, the growing presence of the independent
political mindset among voters cannot be ignored. massachusetts is a perfect
microcosm through which to explore the influence of independent voters. the
perception of massachusetts as a predominantly blue state in which democratic
candidates dominate is misleading. while this is true of the legislature, the
electorate of the bay state is over one-half independent, giving massachusetts the
largest proportion of independent voters in the united states. this piece explores
how a predominantly independent constituency elects a predominantly single-party
legislature. using registration and election data as well as first-hand accounts
from massachusetts legislators, this article seeks to uncover how the independent
voter fits into america’s dominant two-party system. in this process, it confronts
questions on the merit of the two-party system as well as the identity of the american
voter.
neither red nor blue
The Influence of Independent Voters in Massachusetts
olivia mccaffrey
Independent voters are relevant in today’s political world.
They are constantly being analyzed in polls, sought after in
political campaigns, and heavily scrutinized by the two-
party system. Figure 1 shows just a few of the many recent
articles and studies written about Independent voters and
their influence on politics.1,2,3 Their growing popularity
raises two important questions: are the numbers of
Independent voters increasing, and if so, what is their
influence on the Commonwealth?
Massachusetts is the frontrunner for Independent voters
in America, with over 53% of its registered voters being
Independent.4 Figure 2 shows how Massachusetts leads
the top five states in which Independents exceed party
membership. According to the most recent Gallup Poll,
42% of Americans nationwide identify themselves as In- dependent voters, the highest proportion in history. The
rate hovered between 20% and 32% in the years since
1988, and has started increasing steadily following 2004.5
What constitutes an Independent voter, according to the
state of Massachusetts? The Encyclopedia of Third Parties in
America defines Independent voters as “[t]hose who have
registered to vote, but are not affiliated with a political
party.”6 For example, Independent voters in Massachusetts
are those who have registered to vote in the state, and have
access to the benefits of being a registered voter; however,
they have elected to remain free of a party designation.
What are the objectives of Independent voters? As
Unenrollment is not an organized party, there is no
singular answer to this question. The Massachusetts
Coalition of Independent Voters believes in “making the
political process more open and fair, and less partisan.”7
Independentvoting.org, along the same strand of ideology,
states that Independent voters seek to “diminish the
regressive influence of parties and partisanship by opening
up the democratic process,” “support new models of
nonpartisan governance,” and “strive for the broadest
terms of ‘bottom-up’ participation”8
When a person registers to vote in Massachusetts, he or
she has six party identifaction options. There are the two
main parties, Democrat and Republican, as well as Mas-
sachusetts’ two major third parties, the Green Rainbow
Party and United Independent Party. If these do not suit
the voter, he or she can elect to be Unenrolled (Indepen-
dent) or choose from Massachusetts’ 26 third parties, list-
ed in Table 1.
Massachusetts has open primaries, so Independents can
vote in primaries and pull whichever of the two main party
figure 2: states where independents exceed party
membership4
figure 1: recent headlines about independent
voters in massachusetts.
83
neither red nor blue
ballots they want. Voters enrolled in any of the alternate
political designations, however, cannot vote in primaries.
Primaries in Massachusetts are restricted to registered
Democrat, Republican, and Unenrolled voters. Democrats
and Republicans must pull their respective party’s ballot,
but Independents can pull either.
In bold are the most popular parties by enrollment. The
Green Rainbow Party, for example, is one of the more
common third parties. It has over 6,500 registrants in
Massachusetts, or about 0.1% of the Commonwealth’s
registered voters. The Pizza Party, though it sounds
fictitious, garnered enough signatures to be recognized as
a legal third party in the state of Massachusetts, but only
has one member.
the prevalence of independent voters in
massachusetts
The percentage of Independent voters in Massachusetts
has increased during every presidential administration
since that of Dwight D. Eisenhower in 1953-1961. The only
exception is Ronald Reagan’s presidency, which saw a
0.056% decrease in Independent registration, though the
general number of total registered voters decreased during
this time.10
Figure 3 shows registered voter enrollment in Massachu-
setts from 1948-2012.11 Unenrolled voters have always
been larger in number than Republicans since 1948, and
they surpassed even Democratic enrollment in 1990. 50
years ago, Unenrollment was 35.72% in Massachusetts,
and it has since increased steadily to over 53% today.12
Independent voter registration has shown a strongly con-
sistent linear increase over the past ten years. As Figure 4
shows, Unenrollment has increased every single year of
this past decade, from 48.80% in 2004 to 53.27% today.
This 4.47% increase is a significant political trend.
Today, Massachusetts boasts over 2.2 million Independent
voters, an increase of almost 300,000 in the past decade
alone.13 This is akin to half the population of Boston be-
coming Independent. Both in Massachusetts and the Unit-
ed States as a whole, the shift has come at more of a cost to
Republicans. Massachusetts Democrats lost about 3% of
their supporters, while Republicans lost almost 15%.14
how democratic or republican is my town?
Massachusetts may seem like a one-dimensional state in
the realm of party affiliation, but the individual affiliation
of each municipality tells a different story. Of the 351 towns
in Massachusetts, 186 lean Democrat, and 165 lean Repub-
lican.15 Massachusetts is not strictly a “blue” state. It is
worth noting, however, that the range of Democrat-leaning
figure 3: massachusetts registered voter enroll-
ment, 1948-2012
figure 4: independent voter registration as a
percentage of total enrollment, 2004-2014
table 1: alternate legal political designations in
massachusetts 9
84
elements : : fall 2015
and Republican-leaning towns is skewed. Massachusetts’s
uniquely Democratic identity is maintained by the large
gap between the most heavily leaning Democrat and Re-
publican towns. In the most Democratic town, Province-
town, Democratic candidates receive 73% more votes on
average, whereas Republican candidates in the most Re-
publican town, Lynnfield, receive only 28% more of the
vote on average. It is significant to note that these statistics
come from election returns, not registration data. Even
though certain towns consistently vote for Republican can-
didates, there are no municipalities in Massachusetts with
a majority of Republican voters.16
Municipalities with the most evenly balanced votes (less
than 0.15% gap between votes for the Democratic candi-
date and Republican candidate) are: Ayer, Shrewsbury,
Groton, and Southampton.17 It is also interesting to note
the regional trends of party support. The Greater Boston
Area, as well as Western Massachusetts, is largely Demo-
cratic, surrounded by large areas of Republican support in
Central and Southeastern Massachusetts.
When it comes to electing the Massachusetts legislature,
the political identity of the Commonwealth remains stub-
bornly one-sided. The current composition of Massachu-
setts legislatORs elected to the United States Congress is
100% Democrat US Senators Ed Markey and Elizabeth
Warren are both Democrats, as is each representative from
Massachusetts’ nine congressional districts. Massachu-
setts’ state-level government has slightly more Republican
representation: the Senate is 85% Democrat (34 Demo-
crats to 6 Republicans), and the House of Representatives
is 78.5% Democrat (125 Democrats to 35 Republicans).18
The Massachusetts legislature has a history of Democratic
predominance. The 85% Democrat’s presence in the
Senate is a decrease from previous years, when Democrats
traditionally held an even larger portion of the Senate.
Massachusetts Republicans, on the other hand, have not
won a seat in the US House since 1994. There are currently
no Independent legislators representing Massachusetts in
the state-level House and Senate or in the US Congress.19
reasons for being independent
A 2007 study examined the ideologies of Independent vot-
ers and characterized them into five categories. Their titles
and respective distributions are shown in Table 2. Dis-
guised Partisans are voters whose ideologies align with a
single party, but elect to remain free of a partisan designa-
tion. Along with Disengaged Independents, who charac-
terize themselves as more apathetic voters, Disguised Par-
tisans account for 48% of Independent voters. Dislocated
Independents, who make up 16% of the Independent
population, are those whose ideologies straddle the two-
party divide. The remaining 36% of Independent voters
are comprised of the Disillusioned, or “angry” voters, and
the Deliberators—voters who like to begin from square
one when determining for whom to cast their vote.20
Independent voters have the lowest rate of election
participation. They continually underperform registered
Democrats and Republicans at the voting booth by 20%.21
This supports the categorization of a large portion of
Independent voters as disillusioned or disengaged. Such
voters have little incentive to make their voice heard at the
figure 5: the most democratic towns, by election
results, in massachusetts are provincetown,
cambridge, and amherst. the most republican are
lynnfield, boxford, and hanover.
table 2: ideologies of independent voters20
85
neither red nor blue
ballot box.
independents in the 2014 massachu-
setts general election and noteworthy
independent campaigns
In the most recent general election in Massachusetts,
there were five candidates in the race for governor. Now-
Governor Charlie Baker, a Republican, and Martha Coak-
ley, a Democrat, led the race. They were joined by three
Independent candidates, Evan Falchuk, Scott Lively, and
Jeff McCormick, who together garnered over 100,000
votes, or almost 5% of total votes cast.22
Figure 6 shows all Independent and third party candi-
dates who ran in the 2014 Massachusetts general elec-
tion.23 It may be easy to think of an Independent candi-
dacy as a rare occurrence, but the vast number of such
political hopefuls in 2014 proves otherwise. The names
in bold are those candidates who garnered more than
20% of the vote in their race. Suzanne T. Seguin, whose
name is italicized, won her race for Register of Probate of
Hampden County as an Independent.
Analyzing these candidates and their corresponding of-
fices shows evidence that Independent and third party
bids for political office are more successful on two spec-
trums. One is in less politicized positions, like the Execu-
tive Councilor and Register of Probate. These are posi-
tions that function within the political sphere, but do not
include overt party alliances or voting that could prove
ideologically divisive. Second, Independents have a
greater opportunity to flourish by running for smaller,
more local titles. Because of the smaller constituency, In-
dependents, who often have limited funds and rely in-
stead on personal connections and name recognition,
can more easily appeal directly and personally to their
constituents about why they should be elected. As stated
in the goals set out by independentvoting.org, the con-
cept of “bottom-up” politics is instrumental to Indepen-
dent voters and candidates.24 Major-party candidates en-
joy more support from the party structure and can
therefore launch more traditional, successful campaigns
across a larger cross-section of Massachusetts.
However, there have been several successful Indepen-
dent candidates in higher offices throughout the history
of the Commonwealth. In 1972, John Joseph Moakley,
for whom the district courthouse is named, won his seat
in Congress representing the 9th Congressional District,
and later declared himself a Democrat. In 1988 David
Hudson won a seat in the US House representing the 5th
Congressional District. In the Massachusetts State House,
figure 6: independent and third party
candidates in the 2014 election
86
elements : : fall 2015
“Independent candidates face many barriers to election,
one being the lack of party support and financing during
campaigns, and another being the disadvantageous
redistricting that puts one party clearly in the majority.”
there have been 22 Independents who won election to the
House of Representatives, many of whom declared party
affiliation soon after. In the 2012 race for representative for
the 24th Middlesex District, Independent Candidate James
Gammill received more of the popular vote than the Re-
publican challenger. Lastly, in the 2010 race for the Mas-
sachusetts House, all candidates for the 8th Bristol district
were Independent.25
One of the most notable nation-wide Independent cam-
paigns was led by Ross Perot in the 1992 Presidential Elec-
tion. Perot waged an aggressive campaign and won 18.91%
of the general election votes.26 Some political analysts her-
ald Perot’s run as proof that Independents are viable can-
didates who can successfully challenge the two-party sys-
tem and appeal to a significant amount of voters. Others
say that Perot’s success is not a success for the Indepen-
dent name. Perot, a successful businessman from Texas,
contributed 90% of his own campaign funds.27 He did not
need the financial support of a major party because he
could supply it on his own. To these people, Perot was
more of the same—a wealthy politician whose success
stemmed not from the quality of his ideals, but from his
ability to buy publicity.
legislative outlook
When asked about how they approach and engage their
Independent constituents, Massachusetts legislators share
varied responses.28 One Republican representative
espouses benevolent indifference toward Independent
voters in his district. This legislator believes that
Independent voters are not significant to him specifically,
because his duty as a public servant is to represent all of
his constituents. He acknowledges that a vast majority of
his district is Independent, and he feels that they vote
“person, not party” and that they value bipartisanship.
The same representative also believes that Independent
candidates will not find success in the Massachusetts State
House. He notes that both Independent candidates who
have won in the recent past, Representatives Paul McMur-
try and Tom Sannicandro, declared party affiliation (Dem-
ocrat) soon after coming to office. Many legislators shared
in this profound doubt that the rise in Independent voters
would allow Independent politicians to become more suc-
cessful in the future. Independent candidates face many
barriers to election, one being the lack of party support and
financing during campaigns, and another being the disad-
vantageous redistricting that puts one party clearly in the
majority. Partisan candidates have access to a large and
well-funded support base; they can more easily fund pub-
licity and get-out-the-vote media, as well as count on the
support of their party’s leadership. Legislators noted that
Independent candidates do best in local elections where
they can more easily rely on grassroots campaign tactics
and face-to-face publicity.
One representative conjectures that a possible solution to
the barriers faced by Independent candidates is an election
reform law providing Independent candidates with proper
funding. Other legislators acknowledge that they believe
the presence of Independent officials in the legislature
would be beneficial to the policy process, but again cite
redistricting and financial deficits as obstacles. One Demo-
cratic senator is adamant that voters do not have time to
invest their support in non-party candidates, and one
Democratic congressman notes the rise of “hyperpartisan-
ship.” Interestingly, both of these legislators say they take
moderate policy stances and do not always vote with their
party leadership.
Furthermore, it can be difficult for politicians to target In-
dependent voters because there is not a single set of issues
with which all Independent voters identify. The Congress-
man notes that the House Ethics Committee prohibits
members of Congress from reaching out to voters based
on party identity.
In the aggregate, all legislators who were interviewed
87
neither red nor blue
expressed the sentiment that Independent politicians
would not become more successful in the future because
they face too many barriers, namely lack of financing,
partisan control of redistricting, and their status as
newcomers. These often prove to be insurmountable
during campaigns.
conclusion
It is clear that the prevalence of Independent voters is
growing. Massachusetts is at the national forefront of In-
dependent voter enrollment, and its Independent voters
have been increasing steadily over the past 50 years. There
are many reasons for registering Unenrolled, and there
continue to be diverse regions of party affiliation through-
out the Commonwealth. Though legislators remain skep-
tical about the viability of Independent politicians winning
office, there have been several Independent victors
throughout Massachusetts history, and there was a strong
showing of Independent candidates in the 2014 Massa-
chusetts General Election.
An increasingly Independent electorate, however, is not a
harbinger of an increasingly Independent legislature, and
Massachusetts remains a rigidly “blue” state. The over-
whelmingly Democratic composition of the Massachusetts
legislature at the state and national level cannot be ig-
nored. It is also important to reiterate that the influx of
Independent voters is coming primarily from those who
would have otherwise registered Republican.
The success of Independent candidates remains dim and
ambiguous at best. Whereas Independence provides
ideological freedom for voters, it imposes restrictions on
legislators. It is less consequential to remain free of party
affiliation as a voter than as a legislator, where the latter
can impede a politician’s ability to promote policy, engage
in negotiation, and garner electoral support. Reasons for
being an Independent voter vary, and the nature of
Unenrollment is not conducive to producing a united
coalition of Independent voters that can rally behind a
political campaign.
It is undeniable that the composition of the Massachusetts
electorate is shifting, and Independents contribute to a sig-
nificant part of this trend. It remains to be seen how this
affects the Commonwealth as a whole. Optimistically, this
shift proves the resiliency of the American political sys-
tem. Though many voters are disillusioned or feel unrep-
resented by the party system, the increase in Independent
voters shows that citizens take seriously their civic duty.
Instead of not registering to vote, Independent voters
channel their ideologies into participation that transcends
partisan affiliation.
88
elements : : fall 2015
endnotes
1. Associated Press, “Percentage of Independent Voters Climbs in
Mass,” Boston Globe, February 27, 2012.
2. Frank Phillips, “For Independents, a Tough Road to Novem-
ber.” Boston Globe, September 25, 2014. .
3. David Scharfenberg, “Charlie Baker Pushes for Independent
Votes,” Boston Globe, November 3, 2014. .
4. Alex Gauthier, “Independents Exceed Party Registration in Key
States,” IVNus, Independent Voter Network - Unfiltered News by
Independent Authors, 2013. http://ivn.us/2013/06/18/indepen-
dents-exceed-party-registration-in-5-states/.
5. Jeffrey M. Jones, “Record-High 42% of Americans Identify as
Independents,” The Gallup Poll, 2014. .
6. James Ciment, Ed. Immanuel Ness, The Encyclopedia of Third
Parties in America, Armonk, New York, Sharpe Reference, 2000,
(319).
7. Massachusetts Coalition of Independent Voters, “Who Are
We?,” MACOIV, Accessed June 29, 2014. .
8. Independent Voting Coalition, “What Is CUIP & Independent-
Voting.org and What Is Its Mission?” IndependentVoting.Org,
2010, Accessed June 25, 2014. .
9. “Massachusetts Directory of Political Parties and Designa-
tions,” William Francis Galvin, Secretary of the Commonwealth of
Massachusetts, Accessed June 25, 2014. .
10. “Massachusetts Registered Voter Enrollment: 1948-2012,”
William Francis Galvin, Secretary of the Commonwealth of Massa-
chusetts, Accessed June 25, 2014. .
11. Ibid.
12. Ibid.
13. Alex Gauthier, “Independents Exceed Party Registration in Key
States,” IVNus, Independent Voter Network - Unfiltered News by
Independent Authors, 2013.
14. “Massachusetts Registered Voter Enrollment: 1948-2012,”
William Francis Galvin, Secretary of the Commonwealth of Massa-
chusetts, Accessed June 25, 2014.
15. Brent Benson, “How Democratic or Republican Is My Town?”
Mass. Numbers (blog), November 15, 2012. .
16. Kimball W. Brace, The Election Data Book: A Statistical Portrait
of Voting in America, 1992. Lanham, MD, Bernan, 1993. (450)
17. Brent Benson, “How Democratic or Republican Is My Town?”
Mass. Numbers (blog), November 15, 2012. .
18. “Massachusetts,” GovTrack/Civic Impulse, Accessed June 25,
2014. .
19. Kimball W. Brace, The Election Data Book: A Statistical Portrait
of Voting in America, 1992. Lanham, MD, Bernan, 1993. (450).
20. Donald P. Haider-Markel and Michael A. Card, Political Ency-
clopedia of U.S. States and Regions, Washington, D.C. CQ, 2009.
21. James Ciment, Ed. Immanuel Ness, The Encyclopedia of Third
Parties in America, Armonk, New York, Sharpe Reference, 2000,
(319).
22. Commonwealth of Massachusetts, Secretary of the Common-
wealth- Elections Division, “Return of Votes for Massachusetts
State Election,” William F. Galvin. William Francis Galvin, Secre-
tary of the Commonwealth of Massachusetts, November 4, 2014.
.
23. Ibid.
24. Independent Voting Coalition, “What Is CUIP & Indepen-
dentVoting.org and What Is Its Mission?” IndependentVoting.Org,
2010, Accessed June 25, 2014. .
25. Commonwealth of Massachusetts, Secretary of the Common-
wealth- Elections Division, “Return of Votes for Massachusetts
State Election,” William F. Galvin. William Francis Galvin, Secre-
tary of the Commonwealth of Massachusetts, November 4, 2014.
.
26. “1992 Presidential General Election Results,” US Election At-
las, 1992. .
27. “Perot Says He’s Close to Decision,” Los Angeles Daily News,
April 17, 1992. .
28. Personal interviews in discussion with author, June-July 2014.
89
neither red nor blue
references
Associated Press, “Percentage of Independent Voters
Climbs in Mass,” Boston Globe, February 27, 2012. http://
www.boston.com/news/local/massachusetts/arti-
cles/2012/02/27/percentage_of_independent_voters_
climbs_in_mass/.
Benson, Brent. 2012. “How Democratic or Republican Is
My Town?” Mass. Numbers (blog). November 15, 2012. Ac-
cessed June 29, 2014. http://massnumbers.blogspot.
com/2012/11/how-democratic-or-republic-is-my-town.
html.
Brace, Kimball W. The Election Data Book: A Statistical Por-
trait of Voting in America, 1992. Lanham, MD: Bernan,
1993.
Ciment, James. The Encyclopedia of Third Parties in Ameri-
ca. Edited by Immanuel Ness. Armonk, NY: Sharpe Refer-
ence, 2000.
Commonwealth of Massachusetts, Secretary of the Com-
monwealth- Elections Division. “Return of Votes for Mas-
sachusetts State Election.” William F. Galvin. William Fran-
cis Galvin, Secretary of the Commonwealth of Massachusetts,
November 4, 2014. http://www.sec.state.ma.us/ele/elep-
df/rov14.pdf.
Gauthier, Alex. “Independents Exceed Party Registration
in Key States.” IVNus. Independent Voter Network - Unfil-
tered News by Independent Authors Last modified 2013. Ac-
cessed June 29, 2014. http://ivn.us/2013/06/18/indepen-
dents-exceed-party-registration-in-5-states/.
Haider-Markel, Donald P., and Michael A. Card. Political
Encyclopedia of U.S. States and Regions. Washington, D.C.:
CQ, 2009.
Independent Voting Coalition. “What Is CUIP & Indepen-
dentVoting.org and What Is Its Mission?” IndependentVot-
ing.Org. Last modified 2010. Accessed June 25, 2014.
http://www.independentvoting.org/about.
Jones, Jeffrey M. “Record-High 42% of Americans Identify
as Independents.” The Gallup Poll. Last modified 2014. Ac-
cessed January 8, 2014. http://www.gallup.com/
poll/166763/record-high-americans-identify-indepen-
dents.aspx.
“Massachusetts.” GovTrack/Civic Impulse. Accessed June
25, 2014 https://www.govtrack.us/congress/members/
MA.
Massachusetts Coalition of Independent Voters. “Who Are
We?,” MACOIV. Accessed June 29, 2014. http://www.ma-
coiv.org/.
“Massachusetts Directory of Political Parties and Designa-
tions.” William Francis Galvin, Secretary of the Common-
wealth of Massachusetts. Accessed June 25, 2014 .
“Massachusetts Registered Voter Enrollment: 1948-2012.”
William Francis Galvin, Secretary of the Commonwealth of
Massachusetts. Accessed June 25, 2014. .
“Perot Says He’s Close to Decision.” Los Angeles Daily
News, April 17, 1992. https://news.google.com/newspaper
s?nid=1817&dat=19920416&id=nTQdAAAAIBAJ&sjid=k
KUEAAAAIBAJ&pg=5906,5196626&hl=en.
Personal interviews in discussion with author, June-July
2014.
Phillips, Frank. “For Independents, a Tough Road to No-
vember.” The Boston Globe, September 25, 2014. http://
www.bostonglobe.com/metro/2014/09/25/for-indepen-
dents-tough-road-november/MVV7lOsZvYRe4obPY-
qPXZN/story.html.
Scharfenberg, David. “Charlie Baker Pushes for Indepen-
dent Votes.” The Boston Globe. November 3, 2014. http://
www.bostonglobe.com/metro/2014/11/03/charlie-baker-
searching-for-independent-votes-final-day-campaigning-
for-republican-candidate/vLVdgzCcAWrHQ8JAnUN4FP/
story.html#.
“1992 Presidential General Election Results.” US Election
Atlas. Last modified 1992. Accessed April 27, 2015 http://
uselectionatlas.org/RESULTS/national.php?year=1992.
90
elements : : fall 2015
over the past decade, programs that prevent the vertical transmission of hiv from
parents to their children have become widely accessible in india. despite this osten-
sible success, most indian women and their unborn babies do not utilize these pro-
grams, and therefore remain vulnerable to vertical transmission. this article ex-
plores this troubling phenomenon by highlighting the particular effect of hiv/
aids-related stigma on women who live in highly patriarchal societies. in these con-
texts, the effects of stigma become tangible rather than simply emotional. when
stigma exists alongside gender inequality, these forces collude and become a struc-
tural barrier that keeps women from safely obtaining the treatment to prevent verti-
cal transmission. this problem is double-pronged as negative attitudes from health
care staff create prejudice and prompt patients to keep their health status a secret
out of fear of judgement. attending to issues of stigma and gender injustice is a
necessary step in the mission of holistically addressing the crisis of hiv/aids in in-
dia as well as the global community.
inherited injustice
Stigma and Gender Discrimination as Barriers
to AIDS Prevention in India
catherine larrabee
introduction
Every year, 49,000 women living with HIV in India be-
come pregnant and give birth.1 These women are at a high
risk of transmitting HIV to their babies while pregnant,
during delivery, or through breastfeeding. Their difficul-
ties are compounded by the intense social stigmatization
that they experience throughout their pregnancies, espe-
cially if they openly seek treatment in hopes of preventing
transmission to their children. Given how little agency
women possess in the context of a patriarchal society, ad-
dressing the issues surrounding HIV-positive pregnancies
is an urgent ethical and public health concern.
The situation of a pregnant woman who is HIV-positive
presents a unique opportunity in which a potential trans-
mission can be immediately foreseen and prevented. De-
spite this occasion, UNAIDS maintains “there are current-
ly few interventions being implemented to help women to
remain HIV-free during pregnancy, breastfeeding and be-
yond. More effort is needed to address this gap.”2 As a re-
sult, HIV is still the leading cause of death among women
of reproductive age.3 Vertical transmission, the transmis-
sion of HIV from mother to child, is the largest source of
HIV in children.4 Socioeconomic disadvantages can fur-
ther increase transmission risks, as “Women in the poor-
est quintile are two to three times less likely than those in
the richest households to have access to or to use these vi-
tal interventions.”5
As the Gap Report suggests, the quantitative lack of
prevention of parent to child transmission (PPTCT)
programs is one factor that limits access to care. However,
the solution transcends simply creating more services.
Powerful cultural factors often preclude women from
utilizing the programs that already are in place, and India
is a society in which these cultural barriers are in full force.
The case above is the introduction to a thorough study of
the experience of HIV-positive women and their interaction
with and attitudes toward PPTCT programs in the South
Indian state of Tamil Nadu. This case begins to illuminate
the underlying cultural issues that prevent women from
accessing PPTCT services. These social factors are
symptomatic of an underlying problem that keeps women
from utilizing PPTCT programs and predisposes them to
HIV in the first place: the marginalization of women in
patriarchal cultures.
pptct programs and their limits
In response to the problem of parent to child transmis-
sion, the most common solution has been the implemen-
tation of PPTCT programs. Though these programs have
proven to reduce transmission rates when utilized, societal
stigma often limits their efficacy.
Around the world, wherever PPTCT programs exist and
are utilized, they have been instrumental in reducing the
rate of HIV transmission from mother to child (vertical
transmission). In fact, effective PPTCT interventions re-
duce the risk of vertical transmission from 33% to 3%.6
These programs have had a positive global effect. Accord-
ing to the UNAIDS Gap Report, “The rate of mother-to-
child transmission [has fallen]—16% of children born to
women living with HIV became infected compared to
25.8% in 2009.”7
Consistent with this global trend, the PPTCT program
implemented by the government of India has met many of
its goals.8 By 2008, “4.61 million pregnant women were
counseled and tested for HIV during their prenatal care in
government maternity hospitals; 21,483 pregnant women
were found to be HIV-positive; and 10,494 mother-baby
pairs were given a single dose of nevirapine.”9 However,
these promising figures hide the difficulties inherent in
baiga woman and child in india (courtesy of
wikimedia commons)
92
elements : : fall 2015
ensuring access to PPTCT programs. As Cecilia Van Hol-
len notes, “While the government of India has made prog-
ress increasing the availability of prevention of mother-to-
child transmission of HIV services, only about one quarter
of pregnant women received an HIV test in 2010, and
about one-in-five that were found positive for HIV received
interventions to prevent vertical transmission of HIV”.10
Despite the successes of PPTCT, the majority of HIV-posi-
tive pregnant women in India remain vulnerable to verti-
cal transmission.
In her case study, Van Hollen indicates that this gap could
be caused by underlying cultural factors that stigmatize
women with HIV/AIDS and therefore deter pregnant
women from seeking treatment. When women publicly
disclose their HIV status by participating in PPTCT, they
face discrimination throughout their pregnancy and birth
by the community, family members, and healthcare work-
ers. This experience of stigmatization can be extremely
isolating, and detracts from what little agency these wom-
en had to begin with. For this reason, pregnant women in
India who fear discrimination might be less likely to seek
out PPTCT programs and undergo HIV testing, therefore
risking their own health, the health of their unborn child,
and the health of the community. In light of these high
stakes, it is necessary to examine the societal factors that
facilitate such a decision.
Firstly, participation in PPTCT programs implies a risk of
revealing one’s HIV-positive status to the community, and
therefore a resulting risk of societal stigmatization and iso-
lation. In many communities, those with HIV are labeled
as “harijan or dalit (“untouchable” in the context of the his-
torical Indian caste system).”11 In the words of a nineteen-
year-old Indian mother, “I do not think it is advisable for
the people infected with HIV/AIDS to tell others about
their [HIV] status because if they do so they will be treated
as untouchables. They will not be allowed to mingle with
other people . . . They will not be allowed to speak to oth-
ers. The food they prepare will not be touched by anybody;
nor will they [community] give them food. They will not be
allowed to touch others, sit with others, etc.”12 This moth-
er’s advice stems from a concern for social flourishment
and material wellbeing. A mother considering how she
and her future child will fit into and thrive within the com-
munity will likely be deterred by the emotional and mate-
rial detriment that could ensue if her HIV status becomes
public. Therefore, fears of community stigmatization be-
come a legitimate factor that hinders women from pursu-
ing the PPTCT services they need.
PPTCT participation can also risk disclosure of women’s
HIV status to her relatives, from whom HIV-positive wom-
en often experience blame and rejection. Due to the in-
tensely patriarchal kinship models common in India, fe-
males are already alienated within the context of the family.
Van Hollen notes that an unintended effect of India’s
PPTCT programs leads women to be diagnosed as HIV-
positive before their husbands, which “can have negative
repercussions on the status of women within the extended
patrilocal, patrilineal family structure, because women are
accused of being promiscuous and are blamed for bring-
ing HIV/AIDS into the family, thereby exacerbating preex-
isting gender inequalities.”13 As a result, the husband’s
family may throw the wife out of the house and refuse to
care for either her or her children.14 For an HIV-positive
woman responsible for HIV-positive children in the con-
text of a highly patriarchal society, this could be a death
sentence. The potential consequences of a mother’s rela-
tives discovering her HIV status are often enough to deter
her from risking participation in a PPTCT program, even
in light of the potential long-term benefits it could bring.
Lastly, women fear discrimination and maltreatment from
healthcare workers when they opt for obstetric care
through a PPTCT program as openly HIV-positive. Medi-
cal employees that perform PPTCT services are often in-
fluenced by the same cultural stigmas about HIV that in-
form Indian society as a whole. These prejudices are
manifested in the report that “HIV-positive mothers had
experienced refusal for treatment, abusive behavior, moral
judgment and lack confidentiality by health staff.”15 One
woman reports, “During the delivery, there were two nurs-
es and they did not even touch me during delivery even
“Despite the successes of PPTCT, the majority of HIV-
positive pregnant women in India remain vulnerable to
vertical transmission.”
93
inherited injustice
when I was suffering from pain . . . Even when I was bleed-
ing they did not come to my help. They scolded my grand-
mother to wipe the blood, and they even did not touch my
child.”16 In addition to being emotionally traumatizing and
physically painful, this lack of intervention drastically in-
creases the likelihood of poor quality of obstetric care and
complications during childbirth. Additionally, discrimina-
tion by health workers increases the chances of vertical
HIV transmission, the very event PPTCT care is supposed
to prevent. If this is the quality of care women risk when
opting into PPTCT programs, it should come as no sur-
prise when they decide to avoid the effects of discrimina-
tion and avoid HIV-specific services.
These potentially deadly consequences associated with dis-
closing one’s HIV status deter pregnant women from
seeking the resources they need to prevent vertical trans-
mission. These examples indicate that the significance of
stigma transcends the emotional realm. Rather, the effects
of societal stigma have concrete effects upon women
known to be HIV-positive: they are rejected by their com-
munities, cast out from their families, and discriminated
against by health workers. These consequences dispropor-
tionally affect females in patriarchal communities, where
women are already disenfranchised. In the words of an
HIV-positive mother in Tamil Nadu, “Society is more un-
kind to HIV-positive women.”17
Understandably, women fear HIV-related stigma and try to
avoid the risk PPTCTs pose to the confidentiality of their
HIV status. Given the patriarchal society in which women
are already relegated to the margins, women rationally
choose to avoid jeopardizing what little agency they have to
begin with. However, public health consequences of this
phenomenon are too dire to ignore. Therefore, the barriers
women face in accessing PPTCT programs must be exam-
ined and addressed at the cultural level.
structural barriers to pptct access
The barriers women face in accessing PPTCT programs
illuminate the underlying cultural dynamics that prevent
them from experiencing safe pregnancies, delivering
healthy babies, and ultimately thriving as individuals. The
realities of female life in India persist, regardless of what
services are currently available to pregnant women. There-
fore, in order to truly prevent the transmission of HIV
from mother to child, we must recognize the manifesta-
tions of structural violence in India that devalue and di-
minish the female experience.
In order to effectively decrease the vertical transmission of
HIV, we must first reconsider what factors put women at
risk for contracting the virus in the first place. Though
married women are not typically considered a high-risk
group by those working to combat AIDS in India, “a sub-
stantial proportion of new HIV infections are occurring
among stable heterosexual couples.”18 This observation
should serve as a red flag. It indicates that risk is correlated
with a standard, “stable” element of the female experience
in India, rather than deviation from social norms. Further-
more, a study of pregnant women in western India sug-
gests the following:
“[A woman’s] HIV risk perception seems more influenced by
her socio-demographic status and her couple relationship than
by her level of HIV-related knowledge… the significant factors
identified in this study point out to the fact that risk perception
and hence risk reduction among pregnant women, and
probably overall women within stable heterosexual couples,
must go far beyond imparting knowledge about HIV and must
address the more deep-rooted issues such as partner
communication, domestic violence, alcoholism, and lack of
education among women.”19
Therefore, the factors that predispose women to HIV vul-
nerability are the same ones that decrease their quality of
life, social status, and perceived value in society. Unsur-
prisingly, these are also the effects of second-class citizen-
a woman welcoming a female patient at a health
clinic in india. smaller illustrations demonstrate
the ways in which aids can be transmitted.
(courtesy of wikimedia commons)
94
elements : : fall 2015
ship in a patriarchal society. Therefore, working towards
the general empowerment of women within Indian com-
munities will simultaneously work to prevent the spread
of HIV/AIDS.
Progress in women’s empowerment will increase female
agency in all areas of life, including the ability to pursue
PPTCT services without fear of stigma and its effects. As
demonstrated above, a substantial barrier to women’s
PPTCT access is their fear of the devastating conse-
quences that follow from beings labeled as HIV-positive.
The devastation of these consequences is not inherent,
but results from the relative lack of agency females in
Indian society have to cope with them. As Gillian Pater-
son reminds us, “It is the way we relate to each other that
creates the conditions for transmission. We are actively
welcoming AIDS when a person’s identity is defined in
terms of how successful an adjunct she or he is to wishes
of family and culture.”20 In light of this wisdom, it be-
comes clear that in order to decrease HIV transmission
rates and increase access to PPTCT programs, we must
adjust our definition of female identity and work to em-
power women in all aspects of life.
moving forward: catholic duties
The obstacles faced by pregnant women with HIV in In-
dia reveal the extent to which women struggle with dis-
crimination, marginalization, and a lack of agency in
their everyday lives. Unfortunately, the availability of
PPTCT programs cannot serve as a comprehensive solu-
tion for the issue at its root, no matter how effective they
may be. As long as gender inequality exists, women will
be systemically vulnerable insofar as acquiring HIV and
transmitting the virus to their children. To ameliorate the
issue in the long term, it is necessary to diminish the
stigmatization of HIV and to promote gender justice.
Stigma and the status quo are powerful forces, but we are
called as a global church to overcome them in hopes of
bringing about justice. The first step is radical inclusion.
Gillian Paterson reminds us that “the focus on stigma
calls us to take a new look at the theological meaning of
community … An HIV-friendly church is not just one
where people with HIV are welcome: it is one where
those who are most vulnerable to transmission (often re-
jected by ‘the world’) are also welcome.”21 Christopher
Vogt notes how the Gospels’ “insistence that there be no
limit upon who is to be considered a “neighbor” and [Je-
sus’s] example of repeatedly attempting to build bridges
between marginalized persons and the rest of the commu-
nity”22 challenge the Church to stand up to stigma and so-
cial injustice. Jesus healed the leper not for the sake of
public health, but to relocate him from social isolation
back into the community.
We must accept the challenge of the Gospel by working to
eliminate oppressive and isolating conditions on earth, in-
cluding HIV/AIDS. We must also accept the challenge by
making an option for those who are most condemned by
society, including pregnant, HIV-positive women in India.
As the hands and feet of God on earth, we must take seri-
ously the dignity of each human person by actively and
radically relocating all isolated individuals into our com-
munities. The more we accomplish this task, the closer the
world will come to eliminating the risk of HIV/AIDS for all
its people.
95
inherited injustice
endnotes
1. Rahangdale, Lisa, et al. “Stigma as Experienced by Women
Accessing Prevention of Parent-to-Child Transmission of HIV
Services in Karnataka, India.” AIDS Care 22.7 (2010): 836-42.
2. Joint United Nations Programme on HIV/AIDS (UNAIDS),
The Gap Report, (2014), 234.
3. Ibid., 232.
4. Joshi, Urvish, et al. “Studying PPTCT Services, Interventions,
Coverage and Utilization in India.” Journal of Global Infectious
Diseases 3.4 (2011): 371-7.
5. Gap Report, 235.
6. Joshi, 371.
7. Gap Report, 233.
8. The success of India’s PPTCT program is detailed on Van
Hollen 53 (see note 9).
9. Van Hollen Cecilia. Birth in the Age of AIDS Women,
Reproduction and HIV/AIDS in India. Palo Alto: Stanford UP,
2013, 54.
10. Madhivanan, Purnima, et al. “HIV Testing among Pregnant
Women Living with HIV in India: Are Private Healthcare
Providers Routinely Violating Women’s Human Rights?” BMC
international health and human rights 14 (2014): 7.
11. Rahangdale, 839.
12. Ibid.
13. Van Hollen, 11.
14. Rahangdale, 839.
15. Subramaniyan, 2203.
16. Rahangdale, 839.
17. Van Hollen, 104.
18. Darak, Shrinivas, et al. “HIV Risk Perception among
Pregnant Women in Western India: Need for Reducing
Vulnerabilities rather than Improving Knowledge!” AIDS Care
26.6 (2014): 709.
19. Darak, 712.
20. Paterson, Gillian, Escaping the Gender Trap: Unraveling the
Patriarchy in a Time of AIDS, 106.
21. Paterson, Gillian, Stigma in the Context of Development: A
Christian Response to the HIV Pandemic, Progressio, (2009), 11.
22. Vogt, Christopher, Recognizing the Addict as Neighbour:
Christian Hospitality and the Establishment of Safe Injection
Facilities in Canada, Theoforum 35 (2004), 322-23.
references
Darak, Shrinivas, et al. “HIV Risk Perception among Preg-
nant Women in Western India: Need for Reducing Vulner-
abilities rather than Improving Knowledge!” AIDS Care
26, no. 6 (2014): 709-15.
Joint United Nations Programme on HIV/AIDS (UN-
AIDS), The Gap Report. 2014.
Joshi, Urvish, et al. “Studying PPTCT Services, Interven-
tions, Coverage and Utilization in India.” Journal of Global
Infectious Diseases 3, no. 4 (2011): 371-77.
Madhivanan, Purnima, et al. “HIV Testing among Preg-
nant Women Living with HIV in India: Are Private Health-
care Providers Routinely Violating Women’s Human
Rights?” BMC International Health and Human Rights 14
(2014): 7.
Paterson, Gillian. “Escaping the Gender Trap: Unraveling
the Patriarchy in a Time of AIDS.” Concilium, 3 (2007).
Paterson, Gillian. “Stigma in the Context of Development:
A Christian Response to the HIV Pandemic.” Progressio
(2009).
Rahangdale, Lisa, et al. “Stigma as Experienced by Women
Accessing Prevention of Parent-to-Child Transmission of
HIV Services in Karnataka, India.” AIDS Care 22, no. 7
(2010): 836-42. Doi: 10.1080/09540120903499212.
Subramaniyan, Anbarasi, et al. “Experiences of HIV Posi-
tive Mothers from Rural South India during Intra-Natal
Period.” Journal of Clinical and Diagnostic Research: JCDR
7, no. 10 (2013): 2203. Doi: 10.7860/JCDR/2013/5782.3471.
Van Hollen, Cecilia. Birth in the Age of AIDS Women, Re-
production and HIV/AIDS in India. Palo Alto: Stanford
University Press, 2013.
Vogt, Christopher. “Recognizing the Addict as Neighbour:
Christian Hospitality and the Establishment of Safe Injec-
tion Facilities in Canada.” Theoforum 35 (2004): 317-342.
96
elements : : fall 2015
evan goldstein
graduated from Boston College cum laude with a B.A. in Theology and a minor in Philosophy. This fall, he begins
an M.A. in Theology and Ethics at Union Theological Seminary, and hopes to pursue doctoral studies in the future.
His research interests include questions of identity, such as race, gender, and sexuality, in theology, political theol-
ogy, and re-evaluating Jewish and Christian traditions in light of developments in critical philosophical theories.
author biographies
catherine larrabee
is a senior in the Morrissey College of Arts & Sciences. She is majoring in Theology and minoring in Medical
Humanities. On campus, she is involved with the Gabelli Presidential Scholars Program, the Women’s Center,
and the Arrupe International Immersion Program. She has spent her summers working at Haley House, studying
Spanish in Costa Rica, and interning at Commonweal magazine. She is interested in social justice issues such as
religion, gender, migration, and poverty, and hopes to continue studying these subjects in the future.
doyle calhoun
is a senior majoring in Linguistics and French in the Morrissey College of Arts and Sciences Honors program. He
has also studied at Boston University’s Editorial Institute. His interests involve the history of linguistics, French
missionary linguistics, and literary linguistics. Investigation into the ways linguistic approaches to text can inform
text-critical, interpretive, and editorial decisions continues to be a focus in his work. Doyle works as a Under-
graduate Research Fellow for Dr. Margaret Thomas. For his senior thesis research project, he will focus on a set
of French missionary grammars from the late 19th and early 20th centuries.
olivia mccaffrey
is a junior in the Morrissey College of Arts and Sciences majoring in International Studies and minoring in French.
She received an Advanced Study Grant to examine the prevalence of Independent voters in Massachusetts, which
is the topic of her article in this issue. She has completed an internship at the Massachusetts State House and
worked in the Library of Congress. Olivia spent the summer of 2015 studying Modernism in Paris. She plays for
the Boston College Symphony Orchestra and has worked with high school students as a presenter for Interna-
tional Outreach and a teacher for the BC Splash program.
allison schneider
is a senior in the Morrissey College of Arts & Sciences majoring in Economics. She plans to continue in the Carroll
School of Management after receiving her undergraduate studies to earn an M.B.A. with a concentration in fi-
nance. Outside of her coursework in economics, Allison has concentrated her efforts in the area of social justice
and has been active in BC’s service learning PULSE program. She also serves as the Treasurer for the Boston
College chapter of Omicron Delta Epsilon, a national economics honor society.
maria vazquez
was born in Miami, FL and moved to Quincy, MA when she was ten years old. Maria, a first-generation college
student, attends the University of California at Santa Barbara pursuing a doctorate in counseling psychology. Her
interests include identity development, the role of psychosocial stressors on mental health, and programs for
low-income communities of color. At BC, she worked with the McNair and Community Research Programs, and
completed research with professors in the Lynch School of Education. She was also an ERA Peer Advisor and Fa-
cilitator and the president of the Cuban-American Student Association.
allyson tank
grew up in Long Valley, NJ. She studied Biology at Boston College, and was part of the Morrissey College of Arts
and Sciences Honors Program as well as the Biology Department Honors Program. Through these programs, she
had the opportunity to complete a senior thesis on her research project in Dr. Welkin Johnson’s laboratory. Out-
side of her research, she also enjoyed volunteering at Brigham and Women’s Hospital and Mt. Alvernia Elemen-
tary School. After graduation, she will be working for a year as a Patient Care Coordinator at a local dermatology
practice and beginning her applications for medical school.
benjamin shapiro
is a member of the Carroll School of Management Class of 2016, double majoring in Marketing and History. Born
in Jamestown, New York, but raised in Indian Harbour Beach, Florida, Benjamin became an avid student of
American Colonial and mercantile history after numerous childhood visits to the former Spanish settlement of St.
Augustine, Florida, and the former whaling town of Nantucket, Massachusetts. In the near future, Benjamin
hopes to finish his education at Boston College and then work in the creative realm of the marketing and advertis-
ing field as a Creative Producer or Ad Copywriter, and eventually return to school to obtain his M.B.A.
alec walker
is a senior from New London, New Hampshire. He studies History with a minor in German. He is particularly
interested in German intellectual history as it relates to the conception and critique of human rights. After gradu-
ating in the spring of 2016, Alec hopes to take a year or two away from school in order to study and teach abroad.
After this time off, he aspires to enter a Ph.D. program in History.
list of artwork
taxis in new york
© Wikimedia Commons
12
14
17
33
35
43
45
73
75
76
2015 portland uber protest
© Wikimedia Commons
uber ridesharing insurance coverage
© Uber Blog
affirmative action march
© Wikimedia Commons
college quad
© Wikimedia Commons
1968 hamburg lehrling demonstration
© Wikimedia Commons
german youth protesting
© Wikimedia Commons
kendrick lamar at way out west in august 2013
© Wikimedia Commons
kendrick lamar at groẞe freiheit 36, hamburg
© Wikimedia Commons
graffiti of jesus
© Wikimedia Commons
27 formulation of linguistic rule (font)
© Adobe InDesign CS5
94
92 baiga woman and child in india
© Wikimedia Commons
aids transmission illustration
© Wikimedia Commons