This page contains affiliate links. As Amazon Associates we earn from qualifying purchases.
Language:
Form:
Genre:
Published:
  • 1919
Edition:
Collection:
Tags:
FREE Audible 30 days

Take up the White Man’s burden–
Send forth the best ye breed–
Go bind your sons to exile
To serve your captives’ need;
To wait in heavy harness,
On fluttered folk and wild–
Your new caught, sullen peoples,
Half-devil and half-child.

Take up the White Man’s burden–
And reap his old reward
The blame of those ye better,
The hate of those ye guard–
The cry of hosts ye humour
(Ah, slowly!) towards the light:–
Why brought ye us from bondage,
Our loved Egyptian night?

McKinley asked those having opinions on the subject of this burden to write to him, and a strong call for the United States to take up her share in the regeneration of mankind came from important representatives of the religious public. Nor was the attitude of those different who saw the possibilities of increased traffic with the East. The expansion of the area of home distribution seemed a halfway house between the purely nationalistic policy, which was becoming a little irksome, and the competition of the open world.

It was not, however, the urging of these forces alone which made the undecided feel that the annexation of the Philippines was bound to come. The situation itself seemed to offer no other solution. Gradually evidence as to the local conditions reached America. The Administration was anxious for the commissioners to have the latest information, and, as Admiral Dewey remained indispensable at Manila, General Merritt was ordered to report at Paris, where he arrived on the 6th of October. He was of the opinion that the Americans must remain in the Philippines, and his reports were sustained by a cablegram from Dewey on the 14th of October reading: “Spanish authority has been completely destroyed in Luzon, and general anarchy prevails without the limits of the city and Bay of Manila. Strongly probable that islands to the south will fall into the same state soon.” The history of the previous few years and existing conditions made it highly improbable that Spanish domination could ever be restored. The withdrawal of the United States would therefore not mean the reestablishment of Spanish rule but no government at all.

As to the regime which would result from our withdrawal, Admiral Dewey judged from the condition of those areas where Spanish authority had already ceased and that of the Americans had not yet been established. “Distressing reports,” he cabled, “have been received of inhuman cruelty practised on religious and civil authorities in other parts of these islands. The natives appear unable to govern.” It was highly probable, in fact, that if the United States did not take the islands, Spain would sell her vanishing equity in the property to some other power which possessed the equipment necessary to conquer the Philippines. To many this eventuality did not seem objectionable, as is indicated by the remark, already quoted, of an American official to certain Germans: “We don’t want the Philippines; why don’t you take them?” That this attitude was foolishly Quixotic is obvious, but more effective in the molding of public opinion was the feeling that it was cowardly.

In such a changing condition of public sentiment, McKinley was a better index of what the majority wanted than a referendum could have been. In August he stated: “I do not want any ambiguity to be allowed to remain on this point. The negotiators of both countries are the ones who shall resolve upon the permanent advantages which we shall ask in the archipelago, and decide upon the intervention, disposition, and government of the Philippines.” His instructions to the commissioners actually went farther:

“Avowing unreservedly the purpose which has animated all our effort, and still solicitous to adhere to it, we cannot be unmindful that, without any desire or design on our part, the war has brought us new duties and responsibilities which we must meet and discharge as becomes a great nation on whose growth and career from the beginning the Ruler of Nations has plainly written the high command and pledge of civilization.

“Incidental to our tenure in the Philippines is the commercial opportunity to which American statesmanship cannot be indifferent…. Asking only the open door for ourselves, we are ready to accord the open door to others.

“In view of what has been stated, the United States cannot accept less than the cession in full rights and sovereignty of the island of Luzon.”

The American commissioners were divided. Day favored the limited terms of the instructions; Davis, Frye, and Reid wished the whole group of the Philippines; Gray emphatically protested against taking any part of the islands. On the 26th of October, Hay telegraphed that the President had decided that “the cession must be of the whole Archipelago or none.” The Spanish commissioners objected strongly to this new development, and threatened to break off the negotiations which otherwise were practically concluded. This outcome would have put the United States in the unfortunate position of continuing a war which it had begun in the interests of Cuba for the quite different purpose of securing possession of the Philippines. The Spanish were probably not without hopes that under these changed conditions they might be able to bring to their active assistance that latent sympathy for them which existed so strongly in Europe. Nor was the basis of the claim of the United States entirely clear. On the 3d of November the American commissioners cabled to the President that they were convinced that the occupation of Manila did not constitute a conquest of the islands as a whole.

By this time, however, the President had decided that the United States must have the islands. On the 13th of November, Hay telegraphed that the United States was entitled to an indemnity for the cost of the war. This argument was not put forward because the United States wished indemnity but to give a technical basis for the American claim to the Philippines. In the same cablegram, Hay instructed the commissioners to offer Spain ten or twenty millions for all the islands. Upon this financial basis the treaty was finally concluded; it was signed on December 10, 1898; and ratifications were exchanged on April 11, 1899.

The terms of the treaty provided, first, for the relinquishment of sovereignty over Cuba by Spain. The island was to be occupied by the United States, in whose hands its subsequent disposition was left. All other Spanish islands in the West Indies, together with Guam in the Ladrones, were ceded to the United States. The whole archipelago of the Philippines, with water boundaries carefully but not quite accurately drawn, was ceded to the United States, which by the same article agreed to pay Spain $20,000,000. All claims for indemnity or damages between the two nations, or either nation and the citizens of the other, were mutually relinquished, the United States assuming the adjudication and settlement of all claims of her own citizens against Spain.

This treaty, even more than the act of war, marked a turning point in the relation of the United States to the outside world. So violent was the opposition of those who disapproved, and so great the reluctance of even the majority of those who approved, to acknowledge that the United States had emerged from the isolated path which it had been treading since 1823, that every effort was made to minimize the significance of the beginning of a new era in American history. It was argued by those delving into the past that the Philippines actually belonged to the Western Hemisphere because the famous demarcation line drawn by Pope Alexander VI, in 1493, ran to the west of them; it was, indeed, partly in consequence of that line that Spain had possessed the islands. Before Spain lost Mexico her Philippine trade had actually passed across the Pacific, through the Mexican port of Acapulco, and across the Atlantic. Yet these interesting historical facts were scarcely related in the mind of the public to the more immediate and tangible fact that the annexation of the Philippines gave the United States a far-flung territory situated just where all the powerful nations of the world were then centering their interest.

In opposition to those who disapproved of this extension of territory, it was argued more cogently that, in spite of the prevailing belief of the thirty preceding years, the United States had always been an expanding power, stretching its authority over new areas with a persistency and rapidity hardly equaled by any other nation, and that this latest step was but a new stride in the natural expansion of the United States. But here again the similarity between the former and the most recent steps was more apparent than real. Louisiana, Florida, Texas, California, and Oregon, had all been parts of an obvious geographical whole. Alaska, indeed, was detached, but its acquisition had been partly accidental, and it was at least a part of the American continent and would, in the opinion of many, eventually become contiguous by the probable annexation of Canada. Moreover, none of the areas so far occupied by the United States had been really populated. It had been a logical expectation that American people would soon overflow these acquired lands and assimilate the inhabitants. In the case of the Philippines, on the other hand, it was fully recognized that Americans could at most be only a small governing class, and that even Porto Rico, accessible as it was, would prove too thickly settled to give hopes of Americanization.

The terms of the treaty with Spain, indeed, recognized these differences. In all previous instances, except Alaska, the added territory had been incorporated into the body of the United States with the expectation, now realized except in Hawaii, of reaching the position of self-governing and participating States of the Union. Even in the case of Alaska it had been provided that all inhabitants remaining in residence, except uncivilized Indians, should become citizens of the United States. In the case of these new annexations resulting from the war with Spain, provision was made only for the religious freedom of the inhabitants. “The civil rights and political status of the native inhabitants of the territories hereby ceded to the United States shall be determined by the Congress.” There could therefore be no doubt that for the first time the United States had acquired colonies and that the question whether they should develop into integral parts of the country or into dependencies of an imperialistic republic was left to the future to decide.

It was but natural that such striking events and important decisions should loom large as factors in the following presidential campaign. The Republicans endorsed the Administration, emphatically stated that the independence and self-government of Cuba must be secured, and, with reference to the other islands, declared that “the largest measure of self-government consistent with their welfare and our duties shall be secured to them by law.” The Democrats asserted that “no nation can long endure half republic and half empire,” and favored “an immediate declaration of the Nation’s purpose to give the Filipinos, first, a stable form of government; second, independence; and third, protection from outside interference such as has been given for nearly a century to the republics of Central and South America.” The Democrats were at a disadvantage owing to the fact that, since so much had been irrevocably accomplished, they could not raise the whole issue of colonial expansion but only advocate a different policy for the handling of what seemed to most people to be details. The distrust which their financial program of 1896 had excited, moreover, still hung over them and repelled many voters who might have supported them on questions of foreign and colonial policies. Nevertheless the reflection of President McKinley by a greatly increased majority must be taken as indicating that the American people generally approved of his policies and accepted the momentous changes which had been brought about by the successful conclusion of the war with Spain.

CHAPTER XIII. A Peace Which Meant War

In a large way, ever since the Spanish War, the United States has been adjusting its policy to the world conditions of which that struggle first made the people aware. The period between 1898 and 1917 will doubtless be regarded by the historian a hundred years from now as a time of transition similar to that between 1815 and 1829. In that earlier period John Marshall and John Quincy Adams did much by their wisdom and judgment to preserve what was of value in the old regime for use in the new. In the later period John Hay performed, though far less completely, a somewhat similar function.

John Hay had an acquaintance with the best traditions of American statesmanship which falls to the lot of few men. He was private secretary to Lincoln during the Civil War, he had as his most intimate friend in later life Henry Adams, the historian, who lived immersed in the memories and traditions of a family which has taken a distinguished part in the Government of the United States from its beginning. Possessed of an ample fortune, Hay had lived much abroad and in the society of the men who governed Europe. He was experienced in newspaper work and in diplomacy, and he came to be Secretary of State fresh from a residence in England where as Ambassador he had enjoyed wide popularity. With a lively wit and an engaging charm of manner, he combined a knowledge of international law and of history which few of our Secretaries have possessed. Moreover he knew men and how to handle them. Until the death of McKinley in 1901 he was left almost free in the administration of his office. He once said that the President spoke to him of his office scarcely once a month. In the years from 1901 to 1905 he worked under very different conditions, for President Roosevelt discussed affairs of state with him daily and took some matters entirely into his own hands.

Hay found somewhat better instruments to work with than most Americans were inclined to believe probable. It is true that the American diplomatic service abroad has not always reflected credit upon the country. It has contained extremely able and distinguished men but also many who have been stupid, ignorant, and ill-mannered. The State Department in Washington, however, has almost escaped the vicissitudes of politics and has been graced by the long and disinterested service of competent officials. From 1897 to 1913, moreover, the service abroad was built up on the basis of continuity and promotion.

One sign of a new epoch was the changed attitude of the American public toward annexation. While the war was in progress the United States yielded to the desires of Hawaii, and annexed the islands as a part of the United States, with the hope of their eventual statehood. In 1899 the United States consented to change the cumbrous and unsuccessful arrangement by which, in partnership with Great Britain and Germany, it had supervised the native government of Samoa. No longer unwilling to acquire distant territories, the United States took in full possession the island of Tutuila, with its harbor of Pago Pago, and consented to Germany’s taking the remainder of the islands, while Great Britain received compensation elsewhere. In 1900 the Government paid over to Spain $100,000 for Sibutu and Cagayan Sulu, two islands really belonging to the Philippines but overlooked in the treaty. Proud of the navy and with a new recognition of its necessities, the United States sought naval stations in those areas where the fleet might have to operate. In the Pacific the Government obtained Midway and Wake islands in 1900. In the West Indies, the harbor of Guantanamo was secured from Cuba, and in 1903 a treaty was made with Denmark for the purchase of her islands–which, however, finally became American possessions only in 1917.

By her policy toward Cuba, the United States gave the world a striking example of observing the plighted word even when contrary to the national interest. For a century the United States had expected to acquire the “Pearl of the Antilles.” Spain in the treaty of peace refused to recognize the Cuban Government and relinquished the island into the hands of the United States. The withdrawal of the Spanish troops left the Cuban Government utterly unable to govern, and the United States was forced to occupy the island. Nevertheless the Government had begun the war with a recognition of Cuban independence and to that declaration it adhered. The country gave the best of its talent to make the islands self-governing as quickly as possible. Harvard University invited Cuban teachers to be its guests at a summer session. American medical men labored with a martyr’s devotion to stamp out disease. General Wood, as military governor, established order and justice and presided over the evolution of a convention assembled to draft a constitution for the people of Cuba and to determine the relations of the United States and Cuba. These relations, indeed, were already under consideration at Washington and were subsequently embodied in the Platt Amendment.* This measure directed the President to leave the control of Cuba to the people of the island as soon as they should agree to its terms. It also required that the Government of Cuba should never allow a foreign power to impair its independence; that it would contract no debt for which it could not provide a sinking fund from the ordinary revenue; that it would grant to the United States “lands necessary for coaling or naval stations”; that it would provide for the sanitation of its cities; and that the United States should have the right to intervene, “for the preservation of Cuban independence, the maintenance of a government adequate for the protection of life, property, and individual liberty, and for discharging” certain obligations with respect to Spanish subjects which the United States had assumed in the treaty signed at Paris. After some hesitation the convention added these provisions to the new constitution of Cuba. On May 20, 1902, the American troops withdrew, leaving Cuba in better condition than she had ever been before. Subsequently the United States was forced to intervene to preserve order, but, though the temptation was strong to remain, the American troops again withdrew after they had done their constructive work. The voluntary entrance of Cuba into the Great War in cooperation with the United States was a tribute to the generosity and honesty of the American people.

* An amendment to the Army Appropriation Bill of March 2, 1901.

Porto Rico presented a problem different from that which the United States had to solve in Cuba. There existed no native organization which could supply even the basis for the formation of a government. The people seemed, indeed, to have no desire for independence, and public sentiment in the United States generally favored the permanent possession of the island. After a period of rule entirely at the discretion of the President, Congress established in 1900 a form of government based on that of the American territories. Porto Rico remained, however, unincorporated into the Union, and it was long doubtful whether it would remain a dependency or would ultimately attain statehood. In 1917, however, the degree of self-government was increased, and the inhabitants were made American citizens. It now seems probable that the island will ultimately become a State of the Union.

Meanwhile on the other side of the world the United States had a more unpleasant task. The revolted Filipinos, unlike the Cubans, had not declared themselves for independence but for redress of grievances. The United States had assisted Aguinaldo, at the moment in exile, to return to the islands after the Battle of Manila Bay but had not officially recognized him as having authority. When he saw Spanish power disappearing under American blows, he declared himself in favor of the abolition of all foreign rule. This declaration, of course, in no way bound the United States, to whom the treaty with Spain, the only recognized sovereign, ceded the island absolutely. There was no flaw in the title of the United States, and there were no obligations, save those of humanity, to bind the Americans in their treatment of the natives. Nevertheless, the great majority of Americans would doubtless have gladly favored a policy similar to that pursued in the case of Cuba, had it seemed in any way practicable. Unfortunately, however, the Filipinos did not constitute a nation but only a congeries of peoples and tribes of differing race and origin, whom nearly four centuries of Spanish rule had not been able to make live at peace with one another. Some were Christians, some Mohammedans, some heathen savages; some wore European clothes, some none at all. The particular tribe which formed the chief support of Aguinaldo, the Tagalogs, comprised less than one half of the population of the island of Luzon. The United States had taken the islands largely because it did not see any one else to whom it could properly shift the burden. The shoulders of the Tagalogs did not seem broad enough for the responsibility.

The United States prepared, therefore, to carry on the task which it had assumed, while Aguinaldo, with his army circling Manila, prepared to dispute its title. On February 4, 1899, actual hostilities broke out. By this time Aguinaldo had a capital at Malolos, thirty miles north of Manila, a government, thirty or forty thousand troops, and an influence which he was extending throughout the islands by means of secret organizations and superstitious appeals. This seemed a puny strength to put forth against the United States but various circumstances combined to make the contest less unequal than it seemed, and the outcome was probably more in doubt than that in the war with Spain.

The United States had at the moment but fourteen thousand men in the islands, under the command of General Otis. Some of these were volunteers who had been organized to fight Spain and who could not be held after the ratification of peace. Congress had, indeed, provided for an increase in the regular army, but not sufficient to provide the “40,000 effectives for the field,” whom Otis had requested in August, 1899. There were, of course, plenty of men available in America for service in the Philippines, and finally twelve regiments of volunteers were raised, two of which were composed of negroes. Aguinaldo’s strength lay in the configuration of the country, in its climate, which for four centuries had prevented a complete conquest by the Spaniards, and in the uncertainty which he knew existed as to how far the American people would support a war waged apparently for conquest, against the wishes of the Filipinos. On the other hand, the chief advantages of the American forces lay in Aguinaldo’s lack of arms and in the power of the American Navy, which confined the fighting for the most part to Luzon.

In March, General MacArthur began to move to the north, and on the last day of that month he entered Malolos. On the 23d of April he pushed farther northward toward Calumpit, where the Filipino generalissimo, Luna, had prepared a position which he declared to be impregnable. This brief campaign added a new favorite to the American roll of honor, for it was here that Colonel Funston, at the head of his gallant Kansans, crossed the rivers Bag-bag and Rio Grande, under circumstances that gave the individual American soldier a prestige in the eyes of the Filipinos and a reputation which often ran far ahead of the army.

General Luna had torn up the ties and rails of the steel railroad bridge over the Bag-bag, and had let down the span next the far bank. Thus cut off from attack by a deep river two hundred feet wide, the Filipino commander had entrenched his forces on the farther side. Shielded by fields of young corn and bamboo thickets, the Americans approached the bank of the river. A naval gun on an armored train bombarded the Filipinos but could not silence their trenches. It was therefore necessary to cross an the bridge, and under fire. General Wheaton ordered Colonel Funston to seize the bridge. With about ten men Funston rushed the nearer end which stood in the open. Working themselves along the girders, the men finally reached the broken span. Beyond that, swimming was the only method of reaching the goal. Leaving their guns behind them, Colonel Funston and three others swung themselves off the bridge and into the stream. Quite unarmed, the four landed and rushed the nearest trenches. Fortunately these had been abandoned under American fire, and rifles and cartridges had been left behind. Thus this aquatic charge by unarmed men secured the bridge and enabled the American troops to cross.

Not far beyond was the Rio Grande, four hundred feet broad and crossed by another railroad bridge that must be taken. Here again the task was entrusted to Colonel Funston and the Twentieth Kansas. This time they found an old raft. Two privates stripped and swam across with a rope. Landing unarmed on the enemy’s side of the river, they fastened their rope to a part of the very trench works of the Filipinos. With this connection established, Colonel Funston improvised a ferry and was soon on the enemy’s side with supports. A stiff, unequal fight remained, as the ferry carried but six men on each trip. The bank was soon won, however, and the safe crossing of the army was assured. Such acts gave the natives a respect for Americans as fighting men, which caused it to be more and more difficult for the Filipino commanders to bring their forces to battle in the open.

General Lawton in the meantime was conducting a brilliant movement to the eastward. After breaking the enemy forces, he returned to Manila and then marched southward into the Tagalog country, where on the 13th of June, at Zapoti Bridge, he won the most stoutly contested battle of the insurrection. The successful conclusion of these operations brought the most civilized part of the island under American control.

The fighting now became scattered and assumed gradually a guerrilla character. The abler commanders of the American forces found their way to the top, and the troops, with their natural adaptability, constantly devised new methods of meeting new situations. A war of strangely combined mountain and sea fighting, involving cavalry and infantry and artillery, spread over the islands in widening circles and met with lessening resistance. An indication of the new character of the war was given by the change of the military organization, in April, 1900, from one of divisions and brigades, to a geographical basis. Each commander was now given charge of a certain area and used his men to reduce this district to order.

The insurgents fought in small groups and generally under local chieftains. Their advantage lay in their thorough knowledge of the country and in the sympathy of a part of the population and the fear of another part, for outlaws living in concealment and moving in the dark can often inspire a terror which regular troops under discipline fail to engender. The Americans could not trust the natives, as it was impossible to tell the truthful from the treacherous. Nevertheless it was a kind of fighting which gave unusual scope for that American individualism, so strongly represented in the army, to which the romance of precisely this sort of thing had drawn just the class of men best fitted for the work. Scouting, counter scouting, surprise attacks, and ambuscades formed the daily news transmitted from the front– affairs not of regiments and companies but of squads and individuals. When face to face, however, the Filipinos seldom stood their ground, and the American ingenuity and eager willingness to attempt any new thing gradually got the better of the local knowledge and unscrupulousness as to the laws of war which had at first, given the natives an advantage. Funston, now Brigadier General, and his “suicide squad” continued to play an active part, but a similar spirit of daring and ingenuity pervaded the whole army.

Broken as were the Filipino field forces and widening as was the area of peace, the result of the island campaign was still uncertain. It rested upon two unknown quantities. The first was the nature of the Filipinos. Would they remain irreconcilable, ever ready to take advantage of a moment of weakness? If such were to be the case, we could look for no real conquest, but only a forcible occupation, which the people of the United States would never consent to maintain. The second unknown quantity was the American people themselves. Would they sustain the occupation sufficiently long to give a reasonable test of the possibilities of success?

Two events brought these uncertainties to an end. In the first place, William Jennings Bryan was defeated for the presidency in November, 1900, and President McKinley was given four more years in which to complete the experiment. In the second place, on March 23, 1901, Aguinaldo, who had been long in concealment, was captured. Though there had long been no possibility of really commanding the insurgent forces as a whole, Aguinaldo had remained the center of revolt and occasionally showed his hand, as in the attempt to negotiate a peace on the basis of independence. In February an intercepted letter had given a clue to his hiding place. Funston, in spite of his new rank, determined personally to undertake the capture. The signature of Lacuna, one of the insurgent leaders, was forged and letters were sent to Aguinaldo informing him of the capture of five Americans, who were being sent to headquarters. Among the five was Funston himself. The “insurgent” guard, clad in captured uniforms, consisted for the most part of Macabebes, hereditary enemies of the Tagalogs–for the Americans had now learned the Roman trick of using one people against another. The ruse succeeded perfectly. The guard and its supposed prisoners were joyfully received by Aguinaldo, but the tables were quickly turned and Aguinaldo’s capture was promptly effected.

On the 19th of April, Aguinaldo wrote: “After mature deliberation, I resolutely proclaim to the world that I cannot refuse to heed the voice of a people longing for peace, nor the lamentations of thousands of families yearning to see their dear ones enjoying the liberty and promised generosity of the great American nation. By acknowledging and accepting the sovereignty of the United States throughout the Philippine Archipelago, as I now do, and without any reservation whatsoever, I believe that I am serving thee, my beloved country.”

On the 19th of May, General Wheaton, Chief of Staff in the Philippines, sent the following dispatch to Washington: “Lacuna having surrendered with all his officers and men today, I report that all insurrectionary leaders in this department have been captured or have surrendered. This is the termination of the state of war in this department so far as armed resistance to the authority of the United States is concerned.”

There was subsequent fighting with other tribes and in other islands, particularly with the Moros of the Sulu group, but by the time Aguinaldo had accepted American rule, the uncertainty of the American people had been resolved, and the execution of the treaty with Spain had been actually accomplished. As seventy thousand troops were no longer needed in the islands, the volunteers and many of the regulars were sent home, and there began an era of peace such as the Philippines had never before known.

During the suppression of the insurrection the American Army had resorted to severe measures, though they by no means went to the extremes that were reported in the press. It was realized, however, that the establishment of a permanent peace must rest upon an appeal to the good will and self-interest of the natives. The treatment of the conquered territories, therefore, was a matter of the highest concern not only with reference to the public opinion at home but to the lasting success of the military operations which had just been concluded.

There was as yet no law in the United States relating to the government of dependencies. The entire control of the islands therefore rested, in the first instance, with the President and was vested by him, subject to instructions, in the Military Governor. The army fortunately reflected fully the democratic tendencies of the United States as a whole. In June, 1899, General Lawton encouraged and assisted the natives in setting up in their villages governing bodies of their own selection. In August, he issued a general order, based upon a law of the islands, providing for a general system of local government into which there was introduced for the first time the element of really popular election. In 1900, a new code of criminal procedure, largely the work of Enoch Herbert Crowder, at that time Military Secretary, was promulgated, which surrounded the accused with practically all the safeguards to which the Anglo-Saxon is accustomed except jury trial, for which the people were unprepared.

To advise with regard to a permanent system of government for the Philippines President McKinley appointed in January, 1899, a commission consisting of Jacob G. Schurman, President of Cornell University, Dean C. Worcester, who had long been engaged in scientific research in the Philippines, Colonel Charles Denby, for many years previously minister to China, Admiral Dewey, and General E. S. Otis. Largely upon their recommendation, the President appointed a second commission, headed by Judge William Howard Taft to carry on the work of organizing civil government which had already begun under military direction and gradually to take over the legislative power. The Military Governor was to continue to exercise executive power. In 1901, Congress at length took action, vesting all military, civil, and judicial powers in such persons as the President might appoint to govern the islands. McKinley immediately appointed Judge Taft to the new governorship thus authorized. In 1901 in the “Insular Cases” the Supreme Court also gave its sanction to what had been done. In legislation for the territories, it held that Congress was not bound by all the restrictions of the Constitution, as, for instance, that requiring jury trial; that Porto Rico and the Philippines were neither foreign countries nor completely parts of the United States, though Congress was at liberty to incorporate them into the Union.

There was, however, no disposition to incorporate the Philippines into the United States, but there has always been a widespread sentiment that the islands should ultimately be given their independence, and this sentiment has largely governed the American attitude toward them. A native Legislature was established in 1907 under Governor Taft,* and under the Wilson Administration the process toward independence has been accelerated, and dates begin to be considered. The process of preparation for independence has been threefold: the development of the physical well-being of the islands, the education of the islanders, and the gradual introduction of the latter into responsible positions of government. With little of the encouragement which might have come from appreciative interest at home, thousands of Americans have now labored in the Philippines for almost twenty years, but with little disposition to settle there permanently. Their efforts to develop the Filipinos have achieved remarkable success. It has of late been found possible to turn over such a large proportion of the governmental work to the natives that the number of Americans in the islands is steadily diminishing. The outbreak of the war with Germany found the natives loyal to American interests and even saw a son of Aguinaldo taking service under the Stars and Stripes. Such a tribute, like the services of Generals Smuts and Botha to Great Britain, compensates for the friction and noise with which democracy works and is the kind of triumph which carries reassurance of its ultimate efficiency and justice.

* By the Act of July 1, 1902, the Legislature was to consist of two houses, the Commission acting as an upper house and an elective assembly constituting a lower house. The Legislature at its first session was to elect two delegates who were to sit, without the right to vote, in the House of Representatives at Washington. An Act of August 29, 1916, substituted an elective Senate for the Philippine Commission as the upper house of the Legislature.

CHAPTER XIV. The Open Door

The United States arrived in the Orient at a moment of high excitement. Russia was consolidating the advance of two centuries by the building of the trans-Siberian railroad, and was looking eagerly for a port in the sun, to supplement winter-bound Vladivostok. Great Britain still regarded Russia as the great enemy and, pursuing her policy of placing buffer states between her territories and her enemies, was keenly interested in preventing any encroachment southward which might bring the Russian bear nearer India. France, Russia’s ally, possessed IndoChina, which was growing at the expense of Siam and which might grow northwards into China. Germany saw in eastern Asia the richest prize remaining in the world not yet possessed by her rivals, and it was for this that she was seeking power in the Pacific. Having missed the Philippines, she quickly secured Samoa and purchased from Spain the Caroline Islands, east of the Philippines, and all that the United States had not taken of Spain’s empire in the Pacific.

These latent rivalries had been brought into the open by the Chino-Japanese War of 1894-1895, which showed the powerlessness of China. The western world was, indeed, divided in opinion as to whether this colossus of the East was essentially rotten, old, decrepit, and ready to disintegrate, or was merely weak because of arrested development, which education and training could correct. At any rate, China was regarded as sick and therefore became for the moment even more interesting than Turkey, the traditional sick man of Europe. If China were to die, her estate would be divided. If she were really to revitalize her vast bulk by adapting her millions to modern ways, she had but to stretch herself and the toilfully acquired Asiatic possessions of the European powers would shiver to pieces; and if she awoke angry, Europe herself might well tremble. The really wise saw that the important thing was to determine the kind of education which China should receive, and in solving this problem the palm of wisdom must be given to the missionaries who represented the great Christian societies of Europe and America. To small-minded statesmen it seemed that the situation called for conquest. No nation was willing to be late at the division, if division it was to be; while if China was to awake, the European powers felt that she should awake shackled. By no one was this latter view so clearly held as by the Kaiser. With his accustomed versatility, he designed a cartoon showing the European powers, armed and with Germania in the forefront, confronting the yellow peril. On sending his troops to China in 1900, he told them to imitate the methods of the Huns, in order to strike lasting terror to the hearts of the yellow race. By such means he sought to direct attention to the menace of the Barbarian, when he was himself first stating that doctrine of Teutonic frightfulness which has proved, in our day at least, to be the real world peril.

It was Japan who had exposed the weakness of the giant, but her victory had been so easy that her own strength was as yet untested. Japan had come of age in 1894 when, following the example of Great Britain, the various powers had released her from the obligation of exterritoriality imposed upon her by treaties when their subjects were unwilling to trust themselves to her courts. It was still uncertain, however, whether the assumption of European methods by Japan was real, and her position as a great power was not yet established. In the very moment of her triumph over China she was forced to submit to the humiliation of having the terms of peace supervised by a concert of powers and of having many of the spoils of her victory torn from her.

The chief fruits that remained to Japan from her brilliant military victory were Formosa and the recognition of the separation of Korea from China: These acquisitions gave her an opportunity to show her capacity for real expansion, but whether she would be able to hold her prize was yet to be proven. The European states, however, claimed that by the Japanese victories the balance of power in the Orient had been upset and that it must be adjusted. The obvious method was for each power to demand something for itself. In 1898 Germany secured a lease of Kiao-chau Bay across the Yellow Sea from Korea, which she at once fortified and where she proceeded to develop a port with the hope of commanding the trade of all that part of China. Russia in the same way secured, somewhat farther to the north, Port Arthur and Talien-wan, and proceeded to build Dalny as the commercial outlet of her growing railroad. Great Britain immediately occupied Wei-hai-wei, which was midway between the German and Russian bases and commanded from the south the entrance to Pekin, and also, much farther to the south, Mirs Bay, which gave security to her commercial center at Hong-kong. France took Kwang-chau, still farther to the south, and Italy received Sanmen, somewhat to the south of the Yangtszekiang. From these ports each power hoped to extend a sphere of influence. It was axiomatic that such a sphere would be most rapidly developed and most solidly held if special tariff regulations were devised to throw the trade into the hands of the merchants of the nation holding the port. The next step, therefore, in establishing the solidity of an Asiatic base, would be the formulation of special tariffs. The result would be the practical division of China into districts having different and opposed commercial interests.

The United States did not arrive in this energetic company as an entire stranger. With both China and Japan her relations had long been intimate and friendly. American merchants had traded ginseng and furs for China silks and teas ever since the United States had been a nation. In 1786 the Government had appointed a commercial agent at Canton and in 1844 had made one of the first commercial treaties with China. In 1854 the United States had been the point of the foreign wedge that opened Japan to western civilization and inaugurated that amazing period of national reorganization and assimilation which has given the Japanese Empire her place in they world today. American missionaries had labored long and disinterestedly for the moral regeneration of both China and Japan with results which are now universally recognized as beneficial, though in 1900 there was still among the Chinese much of that friction which is the inevitable reaction from an attempt to change the fundamentals of an ancient faith and long-standing habits. American merchants, it is true, had been of all classes, but at any rate there had always been a sufficient leaven of those of the highest type to insure a reasonable reputation.

The conduct of the American Government in the Far East had been most honorable and friendly. The treaty with Japan in 1858 contained the clause: “The President of the United States, at the request of the Japanese Government, will act as a friendly mediator in such matters of difference as may arise between the Government of Japan and any European power.” Under Seward the United States did, indeed, work in concert with European powers to force the opening of the Shimonoseki Straits in 1864, and a revision of the tariff in 1866. Subsequently, however, the United States cooperated with Japan in her effort to free herself from certain disadvantageous features of early treaties. In 1883 the United States returned the indemnity received at the time of the Shimonoseki affair–an example of international equity almost unique at the time but subsequently paralleled in American relations with China. The one serious difficulty existing in the relationships of the United States with both China and Japan resulted from an unwillingness to receive their natives as immigrants when people of nearly every other country were admitted. The American attitude had already been expressed in the Chinese Exclusion Act. As yet the chief difficulty was with that nation, but it was inevitable that such distinctions would prove particularly galling to the rising spirit of the Japanese.

John Hay was keenly aware of the possibilities involved in these Far Eastern events. Of profound moment under any circumstances, they were doubly so now that the United States was territorially involved. To take a slice of this Eastern area was a course quite open to the United States and one which some of the powers at least would have welcomed. Hay, however, wrote to Paul Dana on March 16, 1899, as follows: “We are, of course, opposed to the dismemberment of that empire [China], and we do not think that t2he public opinion of the United States would justify this Government in taking part in the great game of spoliation now going on.” He felt also that the United States should not tie its hands by “formal alliances with other Powers interested,” nor was he prepared “to assure China that we would join her in repelling that demand by armed force.”

It remained, then, for the Secretary of State to find a lever for peaceful interference on the part of his country and a plan for future operations. The first he found in the commercial interest of the United States. Since the Government refrained from pressing for special favors in any single part of the Chinese Empire, it could demand that American interests be not infringed anywhere. The Secretary of State realized that in a democracy statesmen cannot overlook the necessity of condensing their policies into popular catchwords or slogans. Today such phrases represent in large measure the power referred to in the old saying: “Let me make the songs of a nation, and I care not who makes its laws.” The single phrase, “scrap of paper,” probably cost Germany more than any one of her atrocious deeds in the Great War. Hay’s policy with regard to China had the advantage of two such phrases. The “golden rule,” however, proved less lasting than the “open door,” which was coined apparently in the instructions to the Paris Peace Commission. This phrase expressed just what the United States meant. The precise plan of the American Government was outlined and its execution undertaken in a circular note of September 6, 1899, which the Secretary of State addressed to London, Berlin, and St. Petersburg. In this he asked the powers to agree to respect all existing open ports and established interests within their respective spheres, to enforce the Chinese tariff and no other, and to refrain from all discrimination in port and railroad charges. To make such a proposal to the European powers required courage. In its essential elements the situation in the Far East was not unlike the internal economic condition prevailing at the same time in the United States. In this country great transportation monopolies had been built up, having an enormous capitalization, and many of them were dependent for their profits on the advantage of price fixing that monopoly may be expected to bring. Then state and nation stepped in and asserted their right to fix prices in the interest of the consumer. The consequent political struggles illustrate the difficulties besetting the Secretary of State in his somewhat similar attempt to take the chief fruits from the powers which had just acquired Chinese territory–an undertaking in which he had none of the support of legal powers effective in the United States.

That Hay so promptly succeeded in putting at least a toe in the door which he wished to open was due to a number of circumstances. Great Britain, devoted to the principle of free trade, heartily approved of his proposal and at once accepted its terms. The other powers expressed their sympathy with the ideas of the note, but, in the case of Russia at least, without the faintest intention of paying any heed to it. Hay promptly notified each power of the others’ approval and stated that, with this unanimous consent, he would regard its acceptance of the proposals as “final and definitive.”

The force which Hay had used was the moral influence of world opinion. None of the powers dared, with its hands fresh filled with Chinese plunder, openly to assert that it had taken the spoils for selfish reasons alone–at least, after another power had denied such purpose. Hay saw and capitalized the force of conventional morality which, however superficial in many cases, had influenced the European powers, particularly since the time of the Holy Alliance. Accustomed to clothe their actions in the garb of humanitarianism, they were not, when caught thus red-handed, prepared to be a mark of scorn for the rest of the world. The cult of unabashed might was still a closet philosophy which even Germany, its chief devotee, was not yet ready to avow to the world. Of course Hay knew that the battle was not won, for the bandits still held the booty. He was too wise to attempt to wrench it from them, for that indeed would have meant battle for which the United States was not prepared in military strength or popular intention. He had merely pledged these countries to use their acquisitions for the general good. Though the promises meant little in themselves, to have exacted them was an initial step toward victory.

In the meantime the penetration of foreign influences into China was producing a reaction. A wave of protest against the “foreign devils” swept through the population and acquired intensity from the acts of fanatic religious leaders. That strange character, the Dowager Empress, yielded to the “Boxers,” who obtained possession of Pekin, cut off the foreigners from the outside world, and besieged them in the legations. That some such movement was inevitable must have been apparent to many European statesmen, and that it would give them occasion, by interference and punishment, to solidify their “spheres of influence” must have occurred to them. The “open door” was in as immediate peril as were the diplomats in Pekin.

Secretary Hay did not, however, yield to these altered circumstances. Instead, he built upon the leadership which he had assumed. He promptly accepted the international responsibility which the emergency called for. The United States at once agreed to take its share, in cooperation with the Great Powers, in whatever measures should be judged necessary. The first obvious measure was to relieve the foreign ministers who were besieged in Pekin. American assistance was active and immediate. By the efforts of the American Government, communication with the legations was opened; the American naval forces were soon at Tientsin, the port of Pekin; and five or six thousand troops were hastily sent from the Philippines. The United States therefore bore its full proportion of the task. The largest contingent of the land forces was, indeed, from Germany, and the command of the whole undertaking was by agreement given to the German commander, Graf von Waldersee. Owing, however, to his remoteness from the scene of action, he did not arrive until after Pekin had been reached and the relief of the legations, which was the first if not the main object of the expedition, had been accomplished. After this, the resistance of the Chinese greatly decreased and the country was practically at the mercy of the concert of powers.

By thus bearing its share in the responsibilities of the situation, the United States had won a vote in determining the result. Secretary Hay, however, had not waited for the military outcome, and he aimed not at a vote in the concert of powers but at its leadership. While the international expedition was gathering its forces, he announced in a circular note that “the policy of the Government of the United States is to seek a solution which may bring about permanent safety and peace to China, preserve Chinese territorial and administrative entity, protect all rights guaranteed to friendly powers by treaty and international law, and safeguard for the world the principle of equal and impartial trade with all parts of the Chinese Empire.” To this position he requested the powers to assent.

Again Hay had hit upon a formula which no self-respecting power could deny. Receiving from practically all a statement of their purpose to preserve the “integrity” of China and the “Open Door” just when they were launching the greatest military movement ever undertaken in the Far East by the western world, he made it impossible to turn punishment into destruction and partition. The legations were saved and so was China. After complicated negotiations an agreement was reached which exacted heavy pecuniary penalties, and in the case of Germany, whose minister had been assassinated, a conspicuous and what was intended to be an enduring record of the crime and its punishment. China, however, remained a nation–with its door open.

Once more in 1904 the fate of China, and in fact that of the whole Far East, was thrown into the ring. Japan and Russia entered into a war which had practically no cause except the collision of their advancing interests in Chinese territory. Every land battle of the war, except those of the Saghalien campaign, was fought in China, Chinese ports were blockaded, Chinese waters were filled with enemy mines and torpedoes, and the prize was Chinese territory or territory recently taken from her. To deny these facts was impossible; to admit them seemed to involve the disintegration of the empire. Here again Secretary Hay, devising a middle course, gained by his promptness of action the prestige of having been the first to speak. On February 8, 1904, he asked Germany, Great Britain, and France to join with the United States in requesting Japan and Russia to recognize the neutrality of China, and to localize hostilities within fixed limits. On January 10, 1905, remembering how the victory of Japan in 1894 had brought compensatory grants to all the powers, he sent out a circular note expressing the hope on the part of the American Government that the war would not result in any “concession of Chinese territory to neutral powers.” Accustomed now to these invitations which decency forbade them to refuse, all the powers assented to this suggestion. The results of the war, therefore, were confined to Manchuria, and Japan promised that her occupation of that province should be temporary and that commercial opportunity therein should be the same for all. The culmination of American prestige came with President Roosevelt’s offer of the good offices of the United States, on June 8, 1905. As a result, peace negotiations were concluded in the Treaty of Portsmouth (New Hampshire) in 1905. For this conspicuous service to the cause of peace President Roosevelt was awarded the Nobel prize.

Secretary Hay had therefore, in the seven years following the real arrival of the United States in the Far East, evolved a policy which was clear and definite, and one which appealed to the American people. While it constituted a variation from the precise methods laid down by President Monroe in 1823, in that it involved concerted and equal cooperation with the great powers of the world, Hay’s policy rested upon the same fundamental bases: a belief in the fundamental right of nations to determine their own government, and the reduction to a minimum of intervention by foreign powers. To have refused to recognize intervention at all would have been, under the circumstances, to abandon China to her fate. In protecting its own right to trade with her, the United States protected the integrity of China. Hay had, moreover, so ably conducted the actual negotiations that the United States enjoyed for the moment the leadership in the concert of powers and exercised an authority more in accord with her potential than with her actual strength. Secretary Hay’s death in 1905 brought American leadership to an end, for, though his policies continued to be avowed by all concerned, their application was thereafter restricted. The integrity of Chinese territory was threatened, though not actually violated, by the action of Great Britain in Tibet and of Japan in Manchuria. Japan, recognized as a major power since her war with Russia, seemed in the opinion of many to leave but a crack of the door open in Manchuria, and her relationship with the United States grew difficult as she resented more and more certain discriminations against her citizens which she professed to find in the laws of some of the American States, particularly in those of California.

In 1908 Elihu Root, who succeeded Hay as Secretary of State, effected an understanding with Japan. Adopting a method which has become rather habitual in the relationship between the United States and Japan, Root and the Japanese ambassador exchanged notes. In these they both pointed out that their object was the peaceful development of their commerce in the Pacific; that “the policy of both governments, uninfluenced by any aggressive tendencies, is directed to the maintenance of the existing status quo in the region above mentioned, and to the defense of the principle of equal opportunity for commerce and industry in China”; that they both stood for the independence and integrity of China; and that, should any event threaten the stability of existing conditions, “it remained for the two governments to communicate with each other in order to arrive at an understanding as to what measures they may consider it useful to take.”

The immigration problem between Japan and the United States was even more serious than that of the open door and the integrity of China. The teeming population of Japan was swarming beyond her island empire, and Korea and Manchuria did not seem to offer sufficient opportunity. The number of Japanese immigrants to this country, which before the Spanish War had never reached 2000 in any one year, now rose rapidly until in 1907 it reached 30,226. American sentiment, which had been favorable to Japan during her war with Russia, began to change. The public and particularly the laboring classes in the West, where most of the Japanese remained, objected to this increasing immigration, while a number of leaders of American opinion devoted themselves to converting the public to a belief that the military ambitions of Japan included the Philippines and possibly Hawaii, where the Japanese were a formidable element in the population. As a consequence there arose a strong demand that the principles of the Chinese Exclusion Act be applied to the Japanese. The situation was made more definite by the fact that the board of education in San Francisco ruled in 1906 that orientals should receive instruction in special schools. The Japanese promptly protested, and their demand for their rights under the treaty of 1894 was supported by the Tokio Government. The international consequences of thus discriminating against the natives of so rising and self-confident a country as Japan, and one conscious of its military strength, were bound to be very different from the difficulties encountered in the case of China. The United States confronted a serious situation, but fortunately did not confront it alone. Australia and British Columbia, similarly threatened by Japanese immigration, were equally opposed to it.

Out of deference to Great Britain, with which she had been allied since 1902, Japan consented that her immigrants should not force their way into unwilling communities. This position facilitated an arrangement between the United States and Japan, and an informal agreement was made in 1907. The schools of San Francisco were to be open to oriental children not over sixteen years of age, while Japan was to withhold passports from laborers who planned to emigrate to the United States. This plan has worked with reasonable success, but minor issues have kept alive in both countries the bad feeling on the subject. Certain States, particularly California, have passed laws, especially with regard to the ownership and leasing of farm lands, apparently intended to discriminate against Japanese who were already residents. These laws Japan has held to be violations of her treaty provision for consideration on the “most favored nation” basis, and she has felt them to be opposed in spirit to the “gentlemen’s agreement” of 1907. The inability of the Federal Government to control the policy of individual States is not accepted by foreign countries as releasing the United States from international obligations, so that, although friendly agreements between the two countries were reached on the major points, cause for popular irritation still remained.

Philander C. Knox, who succeeded Root as Secretary of State, devoted his attention rather to the fostering of American interests in China than to the development of the general policies of his Department. While he refrained from asking for an American sphere of influence, he insisted that American capitalists obtain their fair share of the concessions for railroad building, mining, and other enterprises which the Chinese Government thought it necessary to give in order to secure capital for her schemes of modernization. As these concessions were supposed to carry political influence in the areas to which they applied, there was active rivalry for them, and Russia and Japan, which had no surplus capital, even borrowed in order to secure a share. This situation led to a tangled web of intrigue, perhaps inevitable but decidedly contrary to the usual American diplomatic habits; and at this game the United States did not prove particularly successful. In 1911 there broke out in China a republican revolution which was speedily successful. The new Government, as yet unrecognized, needed money, and the United States secured a share in a six-power syndicate which was organized to float a national loan. The conditions upon which this syndicate insisted, however, were as much political as they were pecuniary, and the new Government refused to accept them.

On the accession of President Wilson, the United States promptly led the way in recognizing the new republic in China. On March 18, 1913, the President announced: “The conditions of the loan seem to us to touch nearly the administrative independence of China itself; and this administration does not feel that it ought, even by implication, to be a party to those conditions.” The former American policy of non-interference was therefore renewed, but it still remained uncertain whether the entrance of the United States into Far Eastern politics would do more than serve to delay the European dominance which seemed to be impending in 1898.

CHAPTER XV. The Panama Canal

While American troops were threading the mountain passes and the morasses of the Philippines, scaling the walls of Pekin, and sunning themselves in the delectable pleasances of the Forbidden City, and while American Secretaries of State were penning dispatches which determined the fate of countries on the opposite side of the globe, the old diplomatic problems nearer home still persisted. The Spanish War, however, had so thoroughly changed the relationship of the United States to the rest of the world that the conditions under which even these old problems were to be adjusted or solved gave them entirely new aspects. The American people gradually but effectually began to take foreign affairs more seriously. As time went on, the Government made improvements in the consular and diplomatic services. Politicians found that their irresponsible threatenings of other countries had ceased to be politically profitable when public opinion realized what was at stake. Other countries, moreover, began to take the United States more seriously. The open hostility which they had shown on the first entrance of this nation into world politics changed, on second thought, to a desire on their part to placate and perhaps to win the support of this new and formidable power.

The attitude of Germany in particular was conspicuous. The Kaiser sent his brother, Prince Henry, to visit the United States. He presented the nation with a statue of Frederick the Great and Harvard with a Germanic museum; he ordered a Herreshoff yacht, and asked the President’s daughter, Alice Roosevelt, to christen it; he established exchange professorships in the universities; and he began a campaign aimed apparently at securing for Germany the support of the entire American people, or, failing that, at organizing for German purposes the German-born element within the United States. France sought to revive the memory of her friendship for the United States during the Revolution by presenting the nation with a statue of Rochambeau, and she also established exchange professorships. In England, Cecil Rhodes, with his great dream of drawing together all portions of the British race, devoted his fortune to making Oxford the mold where all its leaders of thought and action should be shaped; and Joseph Chamberlain and other English leaders talked freely and enthusiastically of an alliance between Great Britain and the United States as the surest foundation for world peace.

It need not be supposed, however, that these international amenities meant that the United States was to be allowed to have its own way in the world. The friendliness of Great Britain was indeed sincere. Engaged between 1899 and 1901 in the Boer War, she appreciated ever more strongly the need for the friendship of the United States, and she looked with cordial approbation upon the development of Secretary Hay’s policy in China. The British, however, like the Americans, are legalistically inclined, and disputes between the two nations are likely to be maintained to the limit of the law. The advantage of this legal mindedness is that there has always been a disposition in both peoples to submit to judicial award when ordinary negotiations have reached a deadlock. But the real affection for each other which underlay the eternal bickerings of the two nations had as yet not revealed itself to the American consciousness. As most of the disputes of the United States had been with Great Britain, Americans were always on the alert to maintain all their claims and were suspicious of “British gold.”

It was, therefore, in an atmosphere by no means conducive to yielding on the part of the United States, though it was one not antagonistic to good feeling, that the representatives of the two countries met. John Hay and Sir Julian Pauncefote, whose long quiet service in this country had made him the first popular British ambassador, now set about clearing up the problems confronting the two peoples. The first question which pressed for settlement was one of boundary. It had already taken ninety years to draw the line from the Atlantic to the Pacific, and now the purchase of Alaska by the United States had added new uncertainties to the international boundary. The claims of both nations were based on a treaty of 1825 between Great Britain and Russia. Like most attempts to define boundaries running through unexplored territories, the treaty terms admitted of two interpretations. The boundary line from Portland Channel to Mount St. Elias was stipulated to run everywhere a distance of ten marine leagues from the coast and to follow its sinuosities. This particular coast, however, is bitten into by long fiords stretching far into the country. Great Britain held that these were not part of the sea in the sense of the treaty and that the line should cut across them ten marine leagues from the outer coast line. On the other hand, the United States held that the line should be drawn ten marine leagues from the heads of these inlets.

The discovery of gold on the Yukon in 1897 made this boundary question of practical moment. Action now became an immediate necessity. In 1899 the two countries agreed upon a modus Vivendi and in 1903 arranged an arbitration. The arbitrating board consisted of three members from each of the two nations. The United States appointed Senator Henry Cabot Lodge, ex-Senator George Turner, and Elihu Root, then Secretary of War. Great Britain appointed two Canadians, Louis A. Jette and A. B. Aylesworth, and Lord Alverstone, Chief Justice of England. Their decision was in accordance with the principle for which the United States had contended, though not following the actual line which it had sketched. It gave the Americans, however, full control of the coast and its harbors, and the settlement provided a mutually accepted boundary on every frontier.

With the discovery of gold in the far North, Alaska began a period of development which is rapidly making that territory an important economic factor in American life. Today the time when this vast northern coast was valuable only as the breeding ground for the fur seal seems long past. Nevertheless the fur seal continued to be sought, and for years the international difficulty of protecting the fisheries remained. Finally, in 1911, the United States entered into a joint agreement with Great Britain, Japan, and Russia, which is actually serving as a sort of international game law. The problems of Alaska that remain are therefore those of internal development.

Diplomacy, however, is not concerned solely with sensational episodes. American ministers and the State Department are engaged for the most part in the humdrum adjustment of minor differences which never find their way into the newspapers. Probably more such cases arise with Great Britain, in behalf of Canada, than with any other section of the globe. On the American continent rivers flow from one country into the other; railroads carry goods across the border and back again; citizens labor now in one country, now in the other; corporations do business in both. All these ties not only bind but chafe and give rise to constant negotiation. More and more Great Britain has left the handling of such matters to the Canadian authorities, and, while there can be no interchange of ministers, there is an enormous transaction of business between Ottawa and Washington.

While there has of late years been little talk of annexation, there have been many in both countries who have desired to reduce the significance of the boundary to a minimum. This feeling led in 1911 to the formulation of a reciprocity agreement, which Canada, however, was unwilling to accept. Yet, if tariff restrictions were not removed, other international barriers were as far as possible done away with. In 1898 a commission was appointed to agree upon all points of difference. Working slowly but steadily, the commissioners settled one question after another, until practically all problems were put upon a permanent working basis. Perhaps the most interesting of the results of this activity was the appointment in 1908 of a permanent International Fisheries Commission, which still regulates that vexing question.

Another source of international complication arose out of the Atlantic fisheries off Newfoundland, which is not part of Canada. It is off these shores that the most important deep-sea fishing takes place. This fishery was one of the earliest American sources of wealth, and for nearly two centuries formed a sort of keystone of the whole commercial life of the United States. When in 1783 Great Britain recognized American independence, she recognized also that American fishermen had certain rights off these coasts. These rights, however, were not sufficient for the conduct of the fisheries, and so in addition certain “liberties” were granted, which allowed American fishers to land for the purpose of drying fish and of doing other things not generally permitted to foreigners. These concessions in fact amounted to a joint participation with the British. The rights were permanent, but the privileges were regarded as having lapsed after the War of 1812. In 1818 they were partially renewed, certain limited privileges being conceded. Ever since that date the problem of securing the additional privileges desired has been a subject for discussion between Great Britain and the United States. Between 1854 and 1866 the American Government secured them by reciprocity; between 1872 and 1884 it bought them; after 1888 it enjoyed them by a temporary modus vivendi arranged under President Cleveland.

In 1902 Hay arranged with Sir Robert Bond, Prime Minister of Newfoundland, a new reciprocity agreement. This, however, the Senate rejected, and the Cleveland agreement continued. Newfoundland, angry at the rejection of the proposed treaty, put every obstacle possible in the way of American fishermen and used methods which the Americans claimed to be contrary to the treaty terms. After long continued and rather acrimonious discussions, the matter was finally referred in 1909 to the Hague Court. As in the Bering Sea case, the court was asked not only to judge the facts but also to draw up an agreement for the future. Its decision, on the whole, favored Newfoundland, but this fact is of little moment compared with the likelihood that a dispute almost a century and a half old has at last been permanently settled.

None of these international disputes and settlements to the north, however, excited anything like the popular interest aroused by one which occurred in the south. The Spanish War made it abundantly evident that an isthmian canal between the Atlantic and the Pacific must be built. The arguments of naval strategy which Captain Mahan had long been urging had received striking demonstration in the long and roundabout voyage which the Oregon was obliged to take. The pressure of railroad rates on the trade of the country caused wide commercial support for a project expected to establish a water competition that would pull them down. The American people determined to dig a canal.

The first obstacle to such a project lay in the Clayton-Bulwer Treaty with Great Britain. That obstacle Blaine had attempted in vain to remove; in fact his bungling diplomacy had riveted it yet more closely by making Great Britain maintain it as a point of honor. To this subject Hay now devoted himself, and as he encountered no serious difficulties, a treaty was drawn up in 1900 practically as he wished it. It was not, however, popular in the United States. Hay preferred and arranged for a canal neutralized by international guarantee, on the same basis as the Suez Canal; but American public sentiment had come to insist on a canal controlled absolutely by the United States. The treaty was therefore rejected by the Senate, or rather was so amended as to prove unacceptable to Great Britain.

Hay believed that he had obtained what was most desirable as well as all that was possible, that the majority of the American people approved, and that he was beaten only because a treaty must be approved by two-thirds of the Senate. He therefore resigned. President McKinley, however, refused to accept his resignation, and he and Lord Pauncefote were soon at work again on the subject. In 1901 a new treaty was presented to the Senate. This began by abrogating the Clayton-Bulwer Treaty entirely and with it brushing away all restrictions upon the activity of the United States in Central America. It specifically permitted the United States to “maintain such military police along the canal as may be necessary to protect it against lawlessness and disorder.” By interpreting this clause as allowing complete fortification, the United States has made itself the guardian of the canal. In return for the release from former obligations which Great Britain thus allowed, the United States agreed that any canal constructed should be regulated by certain rules which were stated in the treaty and which made it “free and open to the vessels of commerce and of war of all nations observing these Rules, on terms of entire equality,” in time of war as well as of peace. This time the treaty proved satisfactory and was accepted by the Senate. Thus one more source of trouble was done away with, and the first obstacle in the way of the canal was removed.

The Clayton-Bulwer Treaty was, however, only a bit of the tangled jungle which must be cleared before the first American shovel could begin its work. For over twenty years a contest had been waged between experts in the United States as to the relative merits of the Panama and the Nicaragua routes. The latter was the more popular, perhaps because it seemed at one time that Panama was preempted by De Lesseps’ French company. This contest as to the better route led to the passage of a law, in 1902, which authorized the President to acquire the rights and property needed to construct a canal by the Panama route, on condition that he could make satisfactory arrangements “within a reasonable time and upon reasonable terms.” Otherwise, Nicaragua was to be chosen. Theodore Roosevelt was now President and, though at one time not favoring Panama, he decided that there the canal should be constructed and with his accustomed vigor set himself to the task.

The first difficulty presented by this route was the prior right which the French company still retained, although it had little, if any, hope of carrying on the construction itself. It possessed not only rights but also much equipment on the spot, and it had actually begun excavation at certain points. The purchase of all its properties complete for $40,000,000 was, therefore, not a bad investment on the part of the Government. By this purchase the United States was brought directly into relation with Colombia, through one of whose federal states, Panama, the canal was to be cut.

While the French purchase had removed one obstacle, the De Lesseps charter alone would not suffice for the construction of the canal, for the American Government had definite ideas as to the conditions necessary for the success of the work. The Government required a zone which should be under its complete control, for not otherwise could satisfactory sanitary regulations be enforced. It insisted also on receiving the right to fortify the canal. It must have these and other privileges on a long time grant. For them, it was willing to pay generously. Negotiations would be affected, one could not say how, by the Treaty of 1846 with Colombia,* by which the United States had received the right of free use of the isthmus, with the right of maintaining the neutrality of the district and in return had guaranteed to Colombia sovereignty over the isthmus.

* Then known as the Republic of New Granada.

Hay took up the negotiations with the Colombian charge d’affaires, Dr. Herran, and arranged a treaty, which gave the United States a strip of land six miles wide across the isthmus, on a ninety-nine year lease, for which it should pay ten million dollars and, after a period of nine years for construction, a quarter of a million a year. This treaty, after months of debate in press and Congress, was rejected by the Colombian Senate on August 12, 1903, though the people of Panama, nervously anxious lest this opportunity to sit on the bank of the world’s great highway should slip into the hands of their rivals of Nicaragua, had urged earnestly the acceptance of the terms. The majority of the Colombians probably expected to grant the American requests in time but were determined to force the last penny from the United States. As Hay wrote: “The Isthmus is looked upon as a financial cow to be milked for the benefit of the country at large. This difficulty might be overcome by diplomacy and money.”

President Roosevelt at this point took the negotiations into his own hands. Knowing that the price offered was more than just, he decided to depend no longer on bartering. He ordered the American minister to leave Colombia, and he prepared a message to Congress proposing that the Americans proceed to dig the canal under authority which he claimed to find in the Treaty of 1846. It was, however, doubtful if Congress would find it there, particularly as so many Congressmen preferred the Nicaragua route. The President therefore listened with pleased attention to the rumors of a revolution planned to separate Panama from Colombia. Most picturesquely this information was brought by M. Philippe Bunau-Varilla, a former engineer of the De Lesseps company, who glowed with the excitement of coming events. Roosevelt, however, relied more upon the information furnished by two American officers, who reported “that various revolutionary movements were being inaugurated.”

On October 10, 1903, the President wrote to Dr. Albert Shaw, of the “Review of Reviews”:

“I enclose you, purely for your own information, a copy of a letter of September 5th, from our minister to Colombia. I think it might interest you to see that there was absolutely not the slightest chance of securing by treaty any more than we endeavored to secure. The alternatives were to go to Nicaragua against the advice of the great majority of competent engineers– some of the most competent saying that we had better have no canal at this time than go there–or else to take the territory by force without any attempt at getting a treaty. I cast aside the proposition made at the time to foment the secession of Panama. Whatever other governments can do, the United States cannot go into the securing, by such underhand means, the cession. Privately, I freely say to you that I should be delighted if Panama were an independent state; or if it made itself so at this moment; but for me to say so publicly would amount to an instigation of a revolt, and therefore I cannot say it.”

Nothing, however, prevented the President from keeping an attentive eye on the situation. On the 16th of October he directed the Navy Department to send ships to the Isthmus to protect American interests in case of a revolutionary outbreak. On the 2d of November, he ordered the squadron to “maintain free and uninterrupted transit…. Prevent the landing of any armed force with hostile intent, either government or insurgent, at any point within fifty miles of Panama.” At 3:40 P.M., on the 3d of November, the acting Secretary of State telegraphed to the Isthmus for confirmation of a report to the effect that an uprising was in progress. A reply dated 8:15 P.M. stated that there had been none as yet, but that it was rumored one would take place during the night. On the 4th of November independence was proclaimed. The only fatality was a Chinaman killed in the City of Panama by a shell from the Colombian gunboat Bogota. Its commander was warned not to fire again. On the 6th of November, Secretary Hay instructed our consul to recognize the new republic, and on the 13th of November, President Roosevelt received Bunau-Varilla as its representative at Washington.

This prompt recognition of a new state, without waiting to allow the parent Government time to assert itself, was contrary to American practice. The United States had regarded as a most unfriendly act Great Britain’s mere recognition of the belligerency of the Southern Confederacy. The right of the United States to preserve the neutrality of the isthmus, as provided by the Treaty of 1846, certainly did not involve the right to intervene between the Government and revolutionists. On the other hand, the guarantee of possession which the United States had given to Colombia did involve supporting her Government to a reasonable extent; yet there could be little doubt that it was the presence of American ships which had made the revolution successful.

The possible implications of these glaring facts were cleverly met by President Roosevelt in his message to Congress and by the Secretary of State in the correspondence growing out of the affair. The Government really relied for its justification, however, not upon these technical pleas but upon the broad grounds of equity. America has learned in the last few years how important it is for its safety that “scraps of paper” be held sacred and how dangerous is the doctrine of necessity. Nevertheless it is well to observe that if the United States did, in the case of Panama, depart somewhat from that strict observance of obligations which it has been accustomed to maintain, it did not seek any object which was not just as useful to the world at large as to itself, that the situation had been created not by a conflict of opposing interests but by what the Government had good reason to believe was the bad faith of Colombia, and that the separation of Panama was the act of its own people, justly incensed at the disregard of their interests by their compatriots. This revolution created no tyrannized subject population but rather liberated from a galling bond a people who had, in fact, long desired separation.

With the new republic negotiation went on pleasantly and rapidly, and as early as November 18, 1903, a convention was drawn up, in which the United States guaranteed the independence of Panama and in return received in perpetuity a grant of a zone ten miles wide within which to construct a canal from ocean to ocean.

CHAPTER XVI. Problems Of The Caribbean

As the acquisition of the Philippines made all Far Eastern questions of importance to the United States, so the investment of American millions in a canal across the Isthmus of Panama increased popular interest in the problems of the Caribbean. That fascinating sheet of water, about six hundred miles from north to south by about fifteen hundred from east to west, is ringed around by the possessions of many powers. In 1898 its mainland shores were occupied by Mexico, British Honduras, Guatemala, Honduras, Nicaragua, Costa Rica, Colombia, and Venezuela; its islands were possessed by the negro states of Hayti and the Dominican Republic, and by Spain, France, Great Britain, Holland, and Denmark. In the Caribbean had been fought some of the greatest and most significant naval battles of the eighteenth century and, when the canal was opened, across its waters would plough a great share of the commerce of the world. As owner of the canal and professed guardian of its use, the United States was bound to consider its own strategic relation to this sea into which the canal opened.

Gradually the situation which existed in 1898 has changed. Spain has been removed from the Caribbean. Of her former possessions the United States holds Porto Rico; Cuba is independent, but is in a way under the protection of the United States, which possesses on her coast the naval station of Guantanamo. The American treaty with the new republic of Panama practically created another American protectorate, and the fortification of the canal gave the United States another strategic position. The negotiation for the purchase of the Danish islands has been completed successfully. But these obvious footholds are of less importance than the more indirect relationships which the United States has been steadily establishing, through successive Administrations, with the various other powers located on the borders of the Caribbean.

The Spanish War did not lull the suspicions of the United States regarding the dangerous influence which would be exerted should the ambitions of European powers be allowed a field of action in the American continents, and the United States remained as intent as ever on preventing any opportunity for their gaining admittance. One such contingency, though perhaps a remote one, was the possibility of a rival canal, for there are other isthmuses than that of Panama which might be pierced with the aid of modern resources of capital and genius. To prevent any such action was not selfish on the part of the United States, for the American canal was to have an open door, and there was no economic justification for another seaway from the Atlantic to the Pacific.

There might, however, be some temptation in the political and military influence which such a prospective second canal could exert. Negotiations were begun, therefore, with all the transcontinental powers of Central America, offering liberal compensation for the control of all possible canal routes. These negotiations have been long drawn out and are only lately coming to fruition. They have served, however, to taboo all projects by other nations, and one of these treaties negotiated with Colombia, but not yet ratified, holds out the prospect of winning back her friendship which was so seriously alienated by the recognition of the republic of Panama by the United States.

In one respect the changing world has rendered quite obsolete the pronouncements of President Monroe. In the case of Japan there has grown up a great power which is neither European nor American. American policy in the Far East has made it abundantly evident that the United States does not regard the self-imposed limitations upon its activity as extending to Asia. In her case there is lacking the quid pro quo by which the United States has justified its demand that European powers refrain from interfering in America. By no means, however, has the Government admitted the right of Asia to impinge on the American continents.

In 1912 Washington heard that Japan was negotiating with Mexico for a concession on Magdalena Bay. Senator Lodge promptly introduced a resolution in the Senate, declaring that “when any harbor or other place in the American continents is so situated that the occupation thereof for naval or military purposes might threaten the communication or the safety of the United States, the Government of the United States could not see, without grave concern, the possession of such harbor or other place by any corporation or association which has such relation to another government, not American, as to give that government practical power of control for naval or military purposes–” This resolution, which passed the Senate by a vote of 51 to 4, undoubtedly represented American sentiment, at least with regard to the foreign occupation of any territory bordering on the Caribbean or on the Pacific between Panama and California.

A more subtle danger lay in the financial claims of European powers against the various states in Central America, and the possibility of these claims being used as levers to establish permanent control. Most of these foreign demands had a basis in justice but had been exaggerated in amount. They were of two kinds: first, for damage to persons or property resulting from the numerous revolutions and perpetual brigandage which have scourged these semitropic territories; second, for debts contracted in the name of the several countries for the most part to conduct revolutions or to gild the after-career of defeated rulers in Paris,–debts with a face value far in excess of the amount received by the debtor and with accumulated interest in many cases far beyond the capacity of the several countries to pay. The disputes as to the validity of such claims have been without end, and they have furnished a constant temptation to the cupidity of individuals and the ambition of the powers.

In 1902 Germany induced Great Britain and Italy to join her in an attempt to collect the amount of some of these claims from Venezuela. A joint squadron undertook a “pacific blockade” of the coast. Secretary Hay denied that a “pacific blockade” existed in international law and urged that the matter be submitted to arbitration. Great Britain and Italy were willing to come to an understanding and withdrew; but Germany, probably intent on ulterior objects, was unwilling and preferred to take temporary possession of certain ports. President Roosevelt then summoned the German Ambassador, Dr. Holleben, and told him that, unless Germany consented to arbitrate, Admiral Dewey would be ordered at noon ten days later to proceed to Venezuela and protect its coast. A week passed with no message. Holleben called on the President but rose to go without mentioning Venezuela. President Roosevelt thereupon informed the Ambassador that he had changed his mind and had decided to send Admiral Dewey one day earlier than originally planned; he further explained that in the event the Kaiser should decide to arbitrate, as not a word had been put on paper, there would be nothing to indicate coercion. Within thirty-six hours Holleben reported that Germany would arbitrate. Only once before, when Seward was dealing with Napoleon III concerning Mexico, had forcible persuasion been used to maintain the Monroe Doctrine.

It was perfectly clear that if the United States sat idly by and allowed European powers to do what they would to collect their Latin American debts, the Monroe Doctrine would soon become a dead letter. It was not, however, so plain how American interference could be justified. The problem was obviously a difficult one and did not concern the United States alone. Latin America was even more vitally concerned with it, and her statesmen, always lucid exponents of international law, were active in devising remedies. Carlos Calvo of Argentina advanced the doctrine that “the collection of pecuniary claims made by the citizens of one country against the government of another country should never be made by force.” Senior Drago, Minister of Foreign Affairs in the same country in 1902, urged upon the United States a modification of the same view by asserting that “the public debt cannot occasion armed intervention.”

President Roosevelt handled the matter in his messages of 1903 and 1904. “That our rights and interests are deeply concerned in the maintenance of the [Monroe] Doctrine is so clear as hardly to need argument. This is especially true in view of the construction of the Panama Canal. As a mere matter of self defense we must exercise a close watch over the approaches to this canal, and this means we must be thoroughly alive to our interests in the Caribbean Sea.” “When we announce a policy… we thereby commit ourselves to the consequences of the policy.” “Chronic wrongdoing or an impotence which results in a general loosening of the ties of civilized society, may in America, as elsewhere, ultimately require intervention by some civilized nation, and in the Western Hemisphere the adherence of the United States to the Monroe Doctrine may force the United States, however reluctantly, in flagrant cases of such wrongdoing or impotence, to the exercise of an international police power.”

To prevent European intervention for the purpose of securing just claims in America, then, the United States would undertake to handle the case, and would wield the “Big Stick” against any American state which should refuse to meet its obligations. This was a repetition, in a different tone, of Blaine’s “Elder Sister” program. As developed, it had elements also of Cleveland’s Venezuela policy. In 1907 the United States submitted to the Hague Conference a modified form of the Drago doctrine, which stated that the use of force to collect contract debts claimed from one government by another as being due to its citizens should be regarded as illegal, unless the creditor nation first offered to submit its claims to arbitration and this offer were refused by the nation against which the claim was directed. The interference of the United States, therefore, would be practically to hale the debtor into court.

Around the Caribbean, however, were several nations not only unwilling but unable to pay their debts. This inability was not due to the fact that national resources were lacking, but that constant revolution scared away conservative capital from seeking constructive investment or from developing their natural riches, while speculators loaned money at ruinous rates of discount to tottering presidents, gambling on the possibility of some turn in fortune that would return them tenfold. The worst example of an insolvent and recalcitrant state was the Dominican Republic, whose superb harbors were a constant temptation to ambitious powers willing to assume its debts in return for naval stations, and whose unscrupulous rulers could nearly always be bribed to sell their country as readily as anything else. In the case of this country President Roosevelt made a still further extension of the Monroe Doctrine when, in 1905, he concluded a treaty whereby the United States agreed to undertake the adjustment of the republic’s obligations and the administration of its custom houses, and at the same time guarantee the territorial integrity of the republic. This arrangement was hotly attacked in the United States as an indication of growing imperialism, and, though it was defended as necessary to prevent the entrance of new foreign influences into the Caribbean, the opposition was so strong that the treaty was not accepted by the Senate until 1907, and then only in a modified form with the omission of the territorial guarantee.

For the United States thus to step into a foreign country as an administrator was indeed a startling innovation. On the other hand, the development of such a policy was a logical sequence of the Monroe Doctrine. That it was a step in the general development of policy on the part of the United States and not a random leap is indicated by the manner in which it has been followed up. In 1911 treaties with Nicaragua and Honduras somewhat similar to the Dominican protocol were negotiated by Secretary Knox but failed of ratification. Subsequently under President Wilson’s Administration, the treaty with Nicaragua was redrafted and was ratified by both parties. Hayti, too, was in financial difficulties and, at about the time of the outbreak of the Great War, it was reported that Germany was about to relieve her needs at the price of harbors and of control. In 1915, however, the United States took the island under its protection by a treaty which not only gave the Government complete control of the fiscal administration but bound it to “lend an efficient aid for the preservation of Haitian independence and the maintenance of a government adequate for the protection of life, property, and individual liberty.”

Since 1898, then, the map of the Caribbean has completely changed its aspect. The sea is not an American lake, nor do the Americans wish it to be such. In time, as the surrounding countries become better able to stand alone, direct interference on the part of the United States will doubtless become less than it is today. There is, however, practically no present opportunity for a non-American power to establish itself and to threaten the commerce or the canal of the United States.

Few people in the United States and perhaps fewer in the countries involved realize from what American influence has saved these small states. A glance at Africa and Asia will suggest what would otherwise have been the case. Without the United States and its leadership, there can be little doubt that giant semi-sovereign corporations owing allegiance to some great power would now possess these countries. They would bristle with forts and police, and their populations would be in a state of absolute political and of quasi-economic servitude. They might today be more orderly and perhaps wealthier, but unless the fundamental American belief in democracy and self-government is wrong they would be infinitely farther from their true goal, which involves the working out of their own civilization.

The Caribbean is but a portion of the whole international problem of the Americas, and the methods used by the United States in solving its problems seemed likely to postpone that sympathetic union of the whole to which it has been looking forward for a century. Yet this country has not been unappreciative of the larger aspects of Pan-Americanism. In 1899 President McKinley revived Blaine’s project and proposed a Pan-American congress. To popularize this idea, a Pan-American Exposition was arranged at Buffalo in 1901. Here, just after he had expounded his views of the ties that might bind the continents together, McKinley was assassinated. The idea, however, lived and in the same year a congress was held at the City of Mexico, where it was proposed that such meetings be held regularly. As a result, congresses were held at Rio de Janeiro in 1906 and at Buenos Aires in 1910, at which various measures of common utility were discussed and a number of projects were actually undertaken.

The movement of Pan-Americanism has missed achieving the full hopes of its supporters owing not so much to a difference of fundamental ideas and interests as to suspicion and national pride. The chief powers of southern South America–Argentina, Brazil, and Chili–had by the end of the nineteenth century in large measure successfully worked out their own problems. They resented the interference of a power of alien race such as the United States, and they suspected its good intentions in wielding the “Big Stick,” especially after the cavalier treatment which Colombia had received. They observed with alarm the strengthening of the grip of the United States about the Caribbean. United in a group, known from their initials as the “A.B.C.” powers, they sought to assume the leadership of Latin America, basing their action, indeed, upon the fundamentals of the Monroe Doctrine–the exclusion of foreign influence and the independence of peoples– but with themselves instead of the United States as chief, guardians.

Many of the publicists of these three powers, however, doubted their capacity to walk entirely alone. On the one hand they noted the growing influence of the Germans in Brazil and the indications of Japanese interest in many places, and on the other they divined the fundamental sincerity of the professions of the United States and were anxious to cooperate with this nation. Not strong enough to control the policy of the various countries, these men at least countered those chauvinists who urged that hostility to the United States was a first duty compared with which the danger of non-American interference might be neglected.

Confronted by this divided attitude, the United States sought to win over but not to compel. Nothing more completely met American views than that each power should maintain for itself the principles of the Monroe Doctrine by excluding foreign influences. Beyond that the United States sought only friendship, and, if it were agreeable, such unity as should be mutually advantageous. In 1906 Elihu Root, the Secretary of State, made a tour of South America with a view of expressing these sentiments; and in 1913-1914 ex-President Roosevelt took occasion, on the way to his Brazilian hunting trip, to assure the people of the great South American powers that the “Big Stick” was not intended to intimidate them. Pan-American unity was still, when President Taft went out of office in 1913, an aspiration rather than a realized fact, though the tangible evidences of unity had vastly multiplied since 1898, and the recurring congresses provided a basis of organization upon which some substantial structure might be built.

The United States had sincerely hoped that Mexico, like the “A.B.C.” powers, was another Latin American power which had found itself. Of all it was certainly the most friendly and the most intimate. The closeness of its relations with the United States is indicated by the fact that in the forty years between 1868 and 1908, forty agreements, treaties, and conventions had been concluded between the two countries. Nor was intimacy confined to the Governments. The peace arranged by President Diaz had brought foreign capital by the billion to aid the internal development of the country, and of this money more had come from the United States than from any other nation. Nor was it financial aid alone which had gone across the border. There was but little American colonization, it is true, but business managers, engineers, mine foremen, and ranch superintendents formed thousands of links binding the nations together. The climax of intimacy seemed reached when, in 1910, a general treaty of arbitration was made after President Taft and President Diaz had met at El Paso on the Mexican border in a personal conference. A personal interview between the President of the United States and the chief of a foreign state was almost unique in American history, owing to the convention that the President should not depart from the national territory.

It was, therefore, with a bitter sense of disappointment that Americans heard of the revolution inaugurated in 1910 by Francisco Madero. In common with France, Spain, Great Britain, and Germany, the United States was disturbed for the safety of the investments and persons of its citizens. The Government was also concerned because the points of first and most persistent fighting were where the various railroads crossed the American boundary. This circumstance brought the whole border within the range of disturbance. The Government was apprehensive, too, as to the effect of long-continued war upon territories within the circle of its chief interest, the Caribbean area. Yet, when the first surprise caused by the revolution had passed and the reason for the outbreak was perceived,–the fact that the order and apparent prosperity of the Diaz regime had been founded upon the oppression and exploitation of the masses,–public sympathy in the United States went out to Madero and his supporters.

The Diaz Government collapsed with surprising suddenness. The resignation of President Diaz in May, 1911, was accepted as a proof of the popular character and the success of the revolution, and Madero, who was elected president in October, was promptly recognized as the constitutional head of the Mexican Government. The revolution, however, aroused the United States to the fact that there still persisted the era of disturbance which it had hoped was drawing to a close in Latin America. With this disturbing revelation in mind, Congress took another step in the development of American policies consequent upon the Monroe Doctrine by passing an act authorizing the President, whenever he should “find that in any American country conditions of domestic violence exist which are promoted by the use of arms and munitions of war procured from the United States,” to prohibit trade in such articles. Under this authority, President Taft promptly forbade the export of such articles to Mexico except to the Government.

Real revolutions, however, seldom result simply in the transfer of authority from one group to another. The breaking of the bonds of recognized authority releases all sorts of desires, represented in the state by separate groups, each of which sees no reason for accepting the control of another. All seek to seize the dropped reins. The inauguration of Madero, therefore, did not result in a new and popular government but in continued disturbance. Factions with differing creeds raised revolts in various sections of the country until, in February, 1913, Madero was overthrown by one of these groups, led by Felix Diaz and General Victoriano Huerta, and representing a reactionary tendency. Madero and his vice president Pino Suarez were killed, it was believed by order of Huerta, and on the 27th of February, in the City of Mexico, Huerta was proclaimed President. Don Venustiano Carranza, Governor of the State of Coahuila, straightway denied the constitutionality of the new Government and led a new revolution under the banner of the Constitution.

It was in such a condition that President Wilson found the affairs of the continent when he took office on March 4, 1913. The American policy in the Caribbean was well defined and to a large extent in operation. Pan-American sentiment was developing, but its strength and direction were yet to be determined. Mexico was in chaos, and upon the Government’s handling of it would depend the final success of the United States in the Caribbean and the possibility of effecting a real and fruitful cooperation of the Americas.

CHAPTER XVII. World Relationships

It became increasingly evident that the foreign policy of the United States could not consist solely of a Caribbean policy, a Pan-American policy, and a Far Eastern policy, but that it must necessarily involve a world policy. During the years after the Spanish War the world was actively discussing peace; but all the while war was in the air. The peace devices of 1815, the Holy and the Quadruple Alliances, had vanished. The world had ceased to regard buffer states as preventives of wars between the great nations, although at the time few believed that any nation would ever dare to treat them as Germany since then has treated Belgium. The balance of power still existed, but statesmen were ever uncertain as to whether such a relation of states was really conducive to peace or to war. A concert of the Great Powers resembling the Quadruple Alliance sought to regulate such vexing problems as were presented by the Balkans and China, but their concord was not loud enough to drown the notes of discord.

The outspoken word of governments was still all for peace; their proposals for preserving. it were of two kinds. First, there was the time-honored argument that the best preservative of peace was preparation for war. Foremost in the avowed policies of the day, this was urged by some who really believed it, by some who hoped for war and intended to be ready for it, and by the cynical who did not wish for war but thought it inevitable. The other proposal was that war could and should be prevented by agreements to submit all differences between nations to international tribunals for judgment. In the United States, which had always rejected the idea of balance of power, and which only in Asia, and to a limited degree, assented to the concert of powers, one or the other of these two views was urged by all those who saw that the United States had actually become a world power, that isolation no longer existed, and that a policy of nonintervention could not keep us permanently detached from the current of world politics.

The foremost advocates of preparedness were Theodore Roosevelt and Admiral Mahan. It was little enough that they were able to accomplish, but it was more than most Americans realize. The doubling of the regular army which the Spanish War had brought about was maintained but was less important than its improvement in organization. Elihu Root and William H. Taft, as Secretaries of War, profiting by the lessons learned in Cuba, established a general staff, provided for the advanced professional training of officers, and became sufficiently acquainted with the personnel to bring into positions of responsibility those who deserved to hold them. The navy grew with less resistance on the part of the public, which now was interested in observing the advance in the rank of its fleet among the navies of the world. When in 1907 Roosevelt sent the American battleship squadron on a voyage around the world, the expedition not only caused a pleased self-consciousness at home but perhaps impressed foreign nations with the fact that the United States now counted not only as a potential but as an actual factor in world affairs.

Greater popular interest, if one may judge from relative achievement, was aroused by the proposal to substitute legal for military battles. The United States had always been disposed to submit to arbitration questions which seemed deadlocked. The making of general arrangements for the arbitration of cases that might arise in the future was now advocated. The first important proposal of this character was made to the United States by Great Britain at the time of the Venezuela affair. This proposal was rejected, for it was regarded as a device of Great Britain to cover her retreat in that particular case by suggesting a general provision. The next suggestion was that made by the Czar, in 1899, for a peace conference at The Hague. This invitation the United States accepted with hearty good will and she concurred in the establishment of a permanent court of arbitration to meet in that city. Andrew Carnegie built a home for it, and President Roosevelt sent to it as its first case that of the “Pious Fund,” concerning which the United States had long been in dispute with Mexico.

The establishment of a world court promoted the formation of treaties between nations by which they agreed to submit their differences to The Hague or to similar courts especially formed. A model, or as it was called a “mondial” treaty was drawn up by the conference for this purpose. Secretary Hay proceeded to draw