The confusing list of holidays in the United States.

February 15, 2018 § 1 Comment

Dear colleagues:

Many colleagues who live abroad, and others who live in the United States but grew up somewhere else, have asked me about the holidays in the United States.  Many visitors to the U.S. are often confused when they see holidays where everything is closed, holidays where some things are closed, and holidays where everything is closed in one place and open somewhere else. I thought this was a good time to explain our unique holiday schedule because on the third Monday in February, we observe Presidents’ Day, our third federal holiday of the year.  This apparent chaos is really a manifestation of the fifty states’ sovereign powers, and the result of the different history, culture, origins, interests, and values of each one.

The United States is a federation of fifty states and each state has its own legislation and decision-making process.  Because of this system Americans have two types of holidays: Those determined by the United States Congress, and observed in all fifty states, are called federal holidays; and those that have been declared by state and local governments, and are only observed in a specific state, county, or city.  The latter ones are state or local holidays.  By comparison with other countries the United States has very few federal holidays, but the states are a different story.

All federal government offices close on federal holidays but the state and local governments remain open unless the federal holiday is also a state holiday.  Federal government offices continue to work on state holidays, and sometimes, only city or county offices may close for the day in observance of a local holiday to honor a local hero or commemorate an event of great importance at the city level. Unless they are government workers, Americans go to work on many holidays. To the foreign observer, a good rule to remember is that on federal holidays, all federal government offices, banks, and the post office will be closed. On state holidays, all state government offices and public schools will be closed. The rest of the American people will have the day off during major federal holidays, and the citizens of a particular state will not have to work on a local holiday, even if the rest of the country does. It is only on major holidays, which are observed at the state and federal level, that everybody enjoys a day away from the workplace.

On January 1, 1971 Congress passed the “Uniform Monday Holiday Act” which shifted most holidays to a Monday in the month where the original holiday was observed.  The states followed the same system shortly after.  There are 10 federal holidays in the United States:

New Year’s Day. January 1*

Martin Luther King Jr. Day. Third Monday in January

Presidents’ Day. Third Monday in February

Memorial Day. Last Monday in May*

Independence Day. July 4*

Labor Day. First Monday in September*

Columbus Day. Second Monday in October

Veterans Day. November 11

Thanksgiving Day. Fourth Thursday in November*

Christmas Day. December 25*

*Major federal holidays.

All government offices are closed on them all.

Except for Presidents Day and Veterans Day, all 50 states observe the rest of the federal holidays as state holidays. The states that do not observe Presidents Day as a state holiday are:

Delaware

Georgia

Indiana

Iowa

Kansas

Kentucky

Louisiana

North Carolina

Rhode Island

Wisconsin

Some states opted out of this holiday because they honor Washington and Lincoln on a different date.

The only state not to observe Veterans Day is Wisconsin. At the inception of Martin Luther King Jr. Day, some counties in Arizona considered not observing the holiday.

There are many reasons for the states’ holidays, some are historical, like Mississippi’s Robert E. Lee’s Birthday in January, Hawaii’s King Kamehameha Day in June, or Massachusetts’ Patriots Day in April. Other are cultural, like California’s Cesar Chavez Day in May, or Maryland’s American Indian Heritage Day in November. Other holidays have a practical reason to exist, like Indiana’s Primary Election Day in May, and General Election Day in November; some are for convenience like designating the fourth Friday in November as a holiday, under different names, in many states, and some are religious, like Kansas’ Christmas Eve in December, or Delaware’s Good Friday. There are also local holidays observed in a particular city or county, not the rest of the state. To honor Casimir Pulaski (Kazimierz Pulaski), a War of Independence hero born in Poland, the City of Chicago, and Cook County, Illinois, observe Pulaski Day on the first Monday of every March. On that day, Chicago and Cook County government offices are closed, and children leaving in Chicago do not go to school.

Some states have no state holidays. The following States have no State holidays, only federal:

Arizona

Colorado

Florida

Idaho

Oregon

Wyoming

Also keep in mind there are certain “celebrations in the United States” that are treated like holidays even though they are not: Super Bowl Sunday in February, Cinco de Mayo in May, and St. Patrick’s Day in March are not official holidays and everybody works on those dates.

This is the complete list of all state holidays in the United States by state:

Alabama

Mon Jan 15 Robert E. Lee’s Birthday

Tue Feb 13 Mardi Grass Day

Mon Apr 23 Confederate Memorial Day

Mon Jun 4 Jefferson Davis Birthday

Alaska

Mon Mar 26 Seward’s Day

Thu Oct 18 Alaska Day

Arkansas

Mon Jan 15 Robert E. Lee’s Birthday

Mon Feb 19 Daisy Gatson Bates Day

Mon Dec 24 Christmas Eve

California

Sun Feb 4 Rosa Parks Day

Sat Mar 31 Cesar Chavez Day

Fri Nov 23 Thanksgiving Friday

Connecticut

Mon Feb 12 Lincoln’s Birthday

Fri Mar 31 Good Friday

Delaware

*Does not observe Presidents Day

Fri Mar 30 Good Friday

Tue Nov 6 General Election Day

Thu Nov 8 Return Day

Fri Nov 23 Thanksgiving Friday

District of Columbia

Mon Apr 16 DC Emancipation Day

Georgia

*Does not observe Presidents Day

Mon Apr 23 Confederate Memorial Day

Fri Nov 23 Georgia State Holiday

Mon Dec 24 Washington’s Birthday Holiday (Following year on Dec 26)

Hawaii

Mon Mar 26 Prince Jonah Kuhio Kalanianaole Day

Fri Mar 30 Good Friday

Mon June 11 King Kamehameha Day

Fri Aug 17 Statehood Day

Tue Nov 6 General Election Day

Illinois

Mon Feb 12 Lincoln’s Birthday

Tue Nov 6 General Election Day

Fri Nov 23 Thanksgiving Friday

Indiana

*Does not observe Presidents Day

Fri Mar 30 Good Friday

Tue May 8 Primary Election Day

Mon Oct 8 Columbus Day

Tue Nov 6 General Election Day

Fri Nov 23 Lincoln’s Birthday Holiday

Mon Dec 24 Washington’s Birthday Holiday (Following year on Dec 26)

Iowa

*Does not observe Presidents Day

Kansas

*Does not observe Presidents Day

Fri Nov 23 Thanksgiving Friday

Mon Dec 24 Christmas Eve

Kentucky

*Does not observe Presidents Day

Fri Mar 30 Good Friday

Fri Nov 23 Thanksgiving Friday

Mon Dec 24 Christmas Eve

Mon Dec 31 New Year’s Eve

Louisiana

*Does not observe Presidents Day

Tue Feb 13 Mardi Gras Day

Fri Mar 30 Good Friday

Tue Nov 6 General Election Day

Maine

Mon Apr 16 Patriots Day

Mon Oct 8 Columbus Day

Fri Nov 23 Thanksgiving Friday

Maryland

Mon Oct 8 Columbus Day

Tue Nov 6 General Election Day

Fri Nov 23 American Indian Heritage Day

Massachusetts

Mon Apr 16 Patriots Day

Mon Oct 8 Columbus Day

Michigan

Tue Nov 6 General Election Day

Fri Nov 23 Thanksgiving Friday

Mon Dec 24 Christmas Eve

Mon Dec 31 New Year’s Eve

Minnesota

Fri Nov 23 Thanksgiving Friday

Mississippi

Mon Jan 15 Robert E. Lee’s Birthday

Mon Apr 30 Confederate Memorial Day

Fri Nov 23 Thanksgiving Friday

Missouri

Mon Feb 12 Lincoln’s Birthday

Tue May 8 Truman Day

Montana

Mon Oct 8 Columbus Day

Tue Nov 6 General Election Day

Nebraska

Fri Apr 27 Arbor Day

Mon Oct 8 Columbus Day

Fri Nov 23 Thanksgiving Friday

Nevada

Fri Oct 26 Nevada Day

Fri Nov 23 Family Day

New Hampshire

Mon Oct 8 Columbus Day

Fri Nov 23 Thanksgiving Friday

New Jersey

Fri Mar 30 Good Friday

Mon Oct 8 Columbus Day

Tue Nov 6 General Election Day

New Mexico

Mon Oct 8 Columbus Day

Fri Nov 23 Presidents Day Holiday

New York

Mon Feb 12 Lincoln’s Birthday

Mon Oct 8 Columbus Day

Tue Nov 6 General Election Day

North Carolina

*Does not observe Presidents Day

Fri Mar 30 Good Friday

Fri Nov 23 Thanksgiving Friday

Mon Dec 24 Christmas Eve

Wed Dec 26 Christmas Holiday

North Dakota

Fri Mar 30 Good Friday

Ohio

Mon Oct 8 Columbus Day

Sat Dec 1 Rosa Parks Day

Oklahoma

Fri Nov 23 Thanksgiving Friday

Wed Dec 26 Christmas Holiday

Pennsylvania

Mon Oct 8 Columbus Day

Fri Nov 23 Thanksgiving Friday

Rhode Island

*Does not observe Presidents Day

Mon Aug 13 Victory Day

Mon Oct 8 Columbus Day

Tue Nov 6 General Election Day

South Carolina

Thu May 10 Confederate Memorial Day

Fri Nov 23 Thanksgiving Friday

Mon Dec 24 Christmas Eve

Wed Dec 26 Christmas Holiday

South Dakota

Mon Oct 8 Native American Day

Tennessee

Fri Mar 30 Good Friday

Fri Nov 23 Thanksgiving Friday

Wed Dec 26 Christmas Holiday

Texas

Fri Jan 19 Confederate Heroes Day

Fri Mar 2 Texas Independence Day

Fri Mar 30 Good Friday

Sat Mar 31 Cesar Chávez Day

Sat Apr 21 San Jacinto Day

Tue Jun 19 Juneteenth

Mon Aug 27 Lyndon B Johnson Day

Fri Nov 23 Thanksgiving Friday

Mon Dec 24 Christmas Eve

Wed Dec 26 Christmas Holiday

Utah

Tue Jul 24 Pioneer Day

Mon Oct 8 Columbus Day

Vermont

Tue Mar 6 Town Meeting Day

Thu Aug 16 Bennington Battle Day

Virginia

Fri Jan 12 Lee-Jackson Day

Mon Oct 8 Columbus Day

Fri Nov 23 Thanksgiving Friday

WashingtonFri Nov 23 Thanksgiving Friday

West VirginiaWed Jun 20 West Virginia Day

Mon Oct 8 Columbus Day

Fri Nov 23 Thanksgiving Friday

Wisconsin*Does not observe Presidents Day

*Does not observe Veterans Day

Mon Dec 24 Christmas Eve

Mon Dec 31 New Year’s Eve

I hope this brief explanation, and comprehensive holiday list, help you to understand better the holiday calendar of the United States. I now invite you to comment on this subject.

Interpreter fees and antitrust legislation and policy worldwide.

February 5, 2018 § 9 Comments

Dear friends and colleagues:

I am about to deal with a very touchy, delicate, dangerous, and polarizing issue. For this reason, I want to begin this post by clarifying that I have always observed all antitrust legislation, domestic, foreign, and international, everywhere I have worked, spoken, and in any other way practiced any professional activity. In no way I intend to encourage, suggest, hint, or in any other way provoke the desire to break any antitrust legislation anywhere in the world; and even though I may intellectually and philosophically disagree with part of the antitrust policy and legislation, I am firmly committed to fully obey the law if it remains as is.

Once the above is very clear, I would like to revisit this issue that most colleagues usually dodge, and perhaps for good reason. My intention here is to inform my colleagues about the legislation and policy about agreeing as professional service providers to set professional fees. There is a lot of misinformation, and urban legends around. I hope this piece contributes to dissipate some, and to raise awareness on the situation we have and what can be legally done to enact change, if you really want that.

My motivation to write about this issue came from some news I got about certain events in the Czech Republic, where apparently UOHS, the local Czech antitrust authority initiated proceedings against Jednota tlumocniku a prekladatelu (JTP) the main professional association of interpreters and translators in that country, because of the publication of recommended minimum rates for translation and interpreting professional services on their internal journal (reaching about 500 members) arguing there could be a potential violation of Czech antitrust legislation. Shortly after this happened, JTP settled with the authorities and withdrew said recommended rates with an agreement to abstain from publishing them again.

Czech legislation is very similar to prevailing legislation in the European Union, the United States and elsewhere, prohibiting “…agreements (including decisions of associations) containing provisions on direct or indirect price fixing or other business terms and conditions…” This legislation takes generally adopted terminology when it states on a later paragraph that: “… The prohibition… shall not apply to agreements (that) do not afford… the possibility of eliminating competition in respect to a substantial part of the market…”

I sympathize with all my interpreter and translator colleagues in the Czech Republic. I have often questioned the moral justification and ultimate purpose of all antitrust legislation. It comes to us as a gift from the past when legislation such as this was needed to protect regular citizens from colluded corporations and tolerant governments. We could argue those days are gone; that antitrust legislation is necessary in certain cases, but rarely when it comes to a regular individual trying to earn a living selling goods or providing a service as a freelancer.

Unfortunately, moral considerations also encompass our duty to respect and obey the law, in the understanding that if we dislike it, or disagree with it, we must pursue change by legal means such as lobbying for (in this case) more realistic legislation that reflects the reality of life in the 21st century. Disregarding the law, even if we deem it wrong is not the best answer to solve a problem.

Let’s look at the pieces of legislation widely applied throughout the world, that serve as a model for practically all antitrust legislation.

First, a very important concept difficult to understand (and accept):

Long arm of the law:

In the United States, a Long Arm Statute is a statute allowing a state to exercise personal jurisdiction over a non-resident defendant with certain contacts with the state.

Black’s Law Dictionary: It is a term where a law of a state gives its courts jurisdiction over people and property outside the state.

The United States subscribes to this legal theory and constantly exercises it, and applies to acts and individuals throughout the world. To properly exercise long-arm jurisdiction over a non-resident defendant, the plaintiff’s cause of action must also arise out of one (or more) of the enumerated bases for jurisdiction set out by the state’s long-arm statute. Some of the most common instances include buying, selling, producing, or transporting goods to, from, or through U.S. territory; dealing with people or corporations with some contact with the United States (even if minimum). If country “A” sells a product to country “B”, and the product is transported on a plane or vessel in possession of a registration under country “C”, but the vessel uses American fuel to transport the goods, all parties from countries “A”, “B”, and “C” are under U.S. jurisdiction because of “the long arm of the law” theory. The same happens when a translator from the Czech Republic or elsewhere translates a document used in the United States, even if the direct client is from a third country, and according to more recent tendencies, even if the only contact with the U.S. was that said product was advertised on line using an American internet provider or a platform such as Google, Microsoft or Apple.

Even if a non-resident defendant is subject to personal jurisdiction under a state’s long arm statute, a court within the forum state may not exercise jurisdiction over that defendant if doing so would violate the Due Process Clause of the US Constitution. To satisfy the Due Process Clause, the defendant’s contacts with the state must be so it would “not offend traditional notions of fair play and substantial justice” to require the defendant to litigate in the forum. Courts in the U.S., the European Union and elsewhere have determined that satisfying the requirements on the examples above, and affording the defendant a court hearing will comply with such legal requirements.

The Sherman Act

The main antitrust legislation in the United States, and the oldest (still current) antitrust legislation worldwide is the Sherman Act from the United States. It describes what conduct “Involves” import commerce, and gives the FTAIA and Justice Department main authority to deal with antitrust investigations and prosecution. It does not bar Sherman Act claims that “involve import commerce.” Several courts have recently been asked to consider what sort of “involvement” with import commerce is sufficient. The Third Circuit in Animal Science Products rejected the notion that the “import commerce” exception is limited to physical importers of goods, thus, it applies to service providers like interpreters and translators. The court defined conduct “involving import commerce” as conduct “directed at” or “targeted at” the U.S. import market. Although the original Minn-Chem Seventh Circuit panel agreed with this approach, neither court gave clear guidance on how to apply this standard.

Is a subjective intent to harm the U.S. import market required? Or is it sufficient to allege a global conspiracy to fix prices or set production limits that had as a consequence (as opposed to its focus or target) higher U.S. import prices? The DOJ’s view is that the FTAIA requires no subjective intent to harm U.S. import commerce and that a price-fixing conspiracy involves U.S. import commerce even “if the conspirators set prices for products sold around the world (so long as the agreement includes products sold into the United States) and even if only a relatively small proportion or dollar amount of the price fixed goods were sold into the United States.”  [Minn-Chem Inc. v. Agrium Inc., No. 10-1712, Brief for the United States and the Federal Trade Commission as amici curiae in support of neither party on rehearing en banc (Jan. 12, 2012), at pp. 19] Remember the example of the vessel above.

We can conclude that in the current environment, foreign companies involved in the manufacture or distribution of products (goods and services) outside the United States can no longer assume that the U.S. antitrust laws do not apply to their activities. This is an evolving area of the law with substantial uncertainty. It will take time for these issues to be sorted out in the courts and for clarity to emerge regarding the extraterritorial reach of the U.S. antitrust laws. Until then, a case-by-case analysis will be required to properly assess foreign companies’ potential exposure to criminal penalties (significant fines and jail sentences) and civil damages for violations of the U.S. antitrust laws. Because litigation before American courts is very costly, and the losing party is not required, as a matter of law, to pay for the legal expenses of the prevailing party, defendants often settle their cases and abstain from violating antitrust legislation before reaching a final resolution. This was the case of the American Translators Association (ATA) an association incorporated in the United States. ATA had a “Rate Guidelines Committee” (RGC) that once a year published a list of fees it recommended translators consider. It is possible that said rates (or fees) were reprinted by other professional associations of translators. In 1990 some interpreter and translator professional associations in the United States became the target of antitrust investigation by the Federal Trade Commission (FTC). By 1994 at least two of the organizations: “The American Association of Language Specialists” (TAALS) and the “American Society of Interpreters” (ASI) had signed consent decrees in which the press reported they agreed, among other points, to halt any meetings at which two of those present mentioned rates or fees. After two years of investigation, and significant money spent in defending the association, ATA was notified by the FTC in March 1994 that the investigation had been closed. ATA had approved an strict antitrust policy seven months before the FTC investigation, and this probably contributed to the decision to close the inquiry.  In closing the case, the FTC issued a statement indicating that the closure did not mean that a violation had not occurred. The Commission also reserved the right to “…take such further action as the public interest may require…” Three years later, the FTC issued a cease-and-desist order to the International Association of Conference Interpreters (AIIC) after finding AIIC in violation of U.S. antitrust law. The association also chose a settlement obligating them to abstain from discussing fees (or rates) in public.

US versus EU Antitrust Law

Regarding Antitrust Law, the similarities on both sides of the Atlantic outweigh the remaining differences by far. This holds true, at any rate, today, after more than 100 years of legal development.

The central difference was initially that the relevant U.S.-American law is much older. The Sherman Act dates from 1890, the Clayton Act, which introduced merger control, from 1914 (with a significant improvement by the Celler-Kefauver Act in 1950). These laws were not only existent on paper. They were rigorously enforced in practice. National competition laws in Europe developed mainly after the Second World War. Their development was triggered by introducing the rules on competition in the European Community in 1958. The latter induced many of the Member States, e.g. Italy, to introduce laws against restraints of competition for the first time.

A difference between the legal systems lies in the role of the state. In the USA, antitrust is a matter for private actors. In Europe, the role of the state was inevitably involved. This was due to the extensive involvement of the state in the economy

A common feature of the competition law regimes on both sides of the Atlantic is that they claim for themselves a wide international reach (long arm of the law). It suffices that a restraint of competition has effects within their own territory, regardless of where and by what enterprise it is effected (“effects doctrine” or “extraterritorial application of competition law”). A difference lies in the U.S. Antitrust Law’s better ability to assert itself: Uncle Sam has a very long arm. This is due to the USA usually making up half of the “world-wide market”. No globally acting enterprise can afford not to be present on the U.S.-American market. This inexorably leads to the result it can be caught by the American jurisdiction with no strain. Translators, interpreters, and professional interpreter and translator associations must know of this before taking any action.

Regarding the procedure, both legal systems build upon a rule of law, which is more pronounced in the United States than in Europe. A remarkable difference consists in the fact that in the USA, approximately 75% of all antitrust cases are brought by way of private enforcement

Under American civil procedure law, the American rule prevails. I.e., a defendant wrongly sued has to bear his own legal costs. The unsuccessful plaintiff need not reimburse them. This creates a significant potential for threat in the hands of an economically strong plaintiff. The civil procedure can mutate into an instrument for restraining competition. Just imagine a case between IAPTI and the U.S. Department of Justice. The deepest pockets will prevail.

European Union

Czech Republic and all members of the EU must comply with EU antitrust policy and legislation.

European antitrust policy is developed from two central rules set out in the Treaty on the Functioning of the European Union:

First, Article 101 of the Treaty prohibits agreements between two or more independent market operators which restrict competition. This provision covers both horizontal agreements (between actual or potential competitors operating at the same level of the supply chain) and vertical agreements (between firms operating at different levels, i.e. agreement between a manufacturer and its distributor). Only limited exceptions are provided for in the general prohibition. The most flagrant example of illegal conduct infringing Article 101 is the creation of a cartel between competitors, which may involve price-fixing and/or market sharing.

Second, Article 102 of the Treaty prohibits firms that hold a dominant position on a given market to abuse that position, for example by charging unfair prices, by limiting production, or by refusing to innovate to the prejudice of consumers.

The Commission is empowered by the Treaty to apply these rules and has several investigative powers (e.g. inspection at business and non-business premises, written requests for information, etc.). The Commission may impose fines on undertakings which violate the EU antitrust rules.

National Competition Authorities (NCAs) are empowered to apply Articles 101 and 102 of the Treaty fully, to ensure that competition is not distorted or restricted. National courts may also apply these provisions to protect the individual rights conferred on citizens by the Treaty. Building on these achievements, the communication on ten years of antitrust enforcement identified further areas to create a common competition enforcement area in the EU.

As part of the overall enforcement of EU competition law, the Commission has also developed and implemented a policy on applying EU competition law to actions for damages before national courts. It also cooperates with national courts to ensure that EU competition rules are applied coherently throughout the EU.

Best Practices on Cooperation in Merger Investigations

The revised Best Practices include an expanded section on remedies and settlements that details cooperation throughout the remedial process, emphasizing that early and frequent cooperation in this phase is important to avoid inconsistent or conflicting remedies, especially when remedies may include an up-front buyer and/or Phase I remedy in the EU. The revised Best Practices also underscore the critical role that the parties play in ensuring effective cooperation in this phase, including timely coordination of their remedy proposals with the reviewing agencies to allow for meaningful cooperation before either agency decides. Besides avoiding the risk of inconsistent or conflicting remedies, such meaningful cooperation in the remedial phase can cause the acceptance of common remedy proposals or even the appointment of common trustees or monitors, which is in both the agencies’ and the parties’ interest.

Recognizing that legal professional privileges differ between the U.S. and the EU, how are in-house counsel communications protections maintained once waivers of confidentiality are granted? The Best Practices note that the agencies will accept a stipulation in parties’ waivers given to DG Competition that excludes from the scope of the waiver evidence properly identified by the parties as and qualifies for the in-house counsel privilege under U.S. law. This is only an example of the European Union accommodating U.S. legislation in antitrust matters. There are other instances.

Antitrust legislation in Latin America

There has been antitrust law in some of the Latin American countries for many years. Brazil was the first to have such a law, but for many years enforcement was desultory. Then in the 1980s and 1990s scores of other countries around the world enacted or strengthened their antitrust laws, and this included Latin American jurisdictions such as Argentina, Chile, Colombia, Costa Rica, Mexico and others.

A few jurisdictions had become fairly consistent in enforcing their antitrust laws, including Brazil and Mexico.

Continuing with the reforms, the new authorities of the Argentine Antitrust Commission (the “Antitrust Commission“) released a draft of the new Antitrust Law, which seeks to bring Argentina into line with the international experience in this matter: The Ley de Defensa de la Competencia (As far as I know) passed in the lower chamber when the diputados voted for it, and it is pending approval by the Senate. Among the reforms envisaged are:

Tougher sanctions, increasing fines up to 30% of turnover associated with products or services involved in the anti-competitive act; The creation of a National Antitrust Authority as a decentralized and self-governing body within the national executive branch, in replacement of the Antitrust Commission and of the Secretary of Commerce; The facilitation of private actions for damages against violators of the law; and the creation of a National Antitrust Court of Appeals to replace the uncertainty on which Court of Appeals is competent regarding antitrust matters.

The long arm of the law theory, and current practices and cooperation of all major international players, including the United States, European Union, and others will make it almost impossible to go against current policy and legislation. There is a great likelihood that many complaints will go to the U.S. courts because of the high cost of litigation and the absence of any legal basis for the losing party to pay for prevailing party’s legal fees and costs.

A Private Citizen’s Freedom of Speech.

Individuals may exercise their freedom of speech and speak, write, publish, and in any other way disseminate their opposition to legislation and policy. It will take a change of heart by the authorities, and current cultural values, to change this legislation and bring it to the reality of solo practitioners trying to make a living in the 21st. century. I now invite you to share your thoughts on this issue, remembering that no comment suggesting fees or rates will be included in this blog.

The Super Bowl: Interpreters and football in the United States.

January 29, 2018 § 2 Comments

Dear colleagues:

On February 4 the United States will hold a very American event; it is the most watched TV event in our country, and the day when the game is played is an unofficial holiday that is more popular than most holidays on the official calendar.   I am referring to the Super Bowl: The national professional football championship game in the United States of America; and it is not football… at least not THAT football played in the rest of the world.  This popular sport in the United States is known abroad as “American football,” and even this designation seems troublesome to many who have watched a little American football and do not understand it well.  Although it is mainly played holding a ball, the sport is known in the United States as football for two reasons:  (1) Because this American-born sport comes from “rugby football” (now rugby) that came from soccer (football outside the United States) and (2) Because it is football, but it is not British organized football, which when American football invented was called “association football” and was later known by the second syllable of the word “association”“socc” which mutated into “soccer.”  You now understand where the name came from, but is it really football? For Americans it is. Remember that all other popular team sports in the United States are played with your hands or a stick (baseball, basketball and ice hockey). The only sport in the United States where points can be scored by kicking the ball is (American) football. So, even though most of the time the ball is carried by hand or caught with your hands, sometimes, a team scores or defends field position by kicking or punting the football.   Now, why is all this relevant to us as interpreters?   Because if you interpret from American English you are likely to run into speakers who will talk about the Super Bowl, football, or will use examples taken from this very popular sport in the U.S.

On Sunday, most Americans will gather in front of the TV set to watch the National Football Conference champion Philadelphia Eagles battle the American Football Conference champion New England Patriots for the Vince Lombardi Trophy (official name of the trophy given to the team that wins the Super Bowl) which incidentally is a trophy in the shape of a football, not a bowl.  It is because the game was not named after a trophy, it was named after a tradition.  There are two football levels in the United States: college football played by amateur students, and professional football.  College football is older than pro-football and for many decades the different college champions were determined by playing invitational football games at the end of the college football season on New Year’s Day.  These games were called (and still are) “Bowls.”  You may have heard of the Rose Bowl, Cotton Bowl, Orange Bowl, Sugar Bowl, and many others.  When a professional football game was created to determine the over-all champion between the champions of the American and National Conferences, it was just natural (and profitable) to call it the “Super Bowl.”

Although the game will involve two teams representing two regions, the game itself will be played in Minneapolis, Minnesota in a covered stadium due to the cold temperatures in that part of the country this time of the year. There will be millions watching the match, and there will be hundreds of millions spent on TV commercials during the game.

As I do every year on these dates, I have included a basic glossary of English<>Spanish football terms that may be useful to you, particularly those of you who do escort, diplomatic, and conference interpreting from American English to Mexican Spanish.  “American” football is very popular in Mexico (where they have college football) Eventually, many of you will face situations where two people will discuss the Super Bowl; as you are interpreting somebody will tell a football story during a presentation; or you may end up at a TV or radio studio simultaneously interpreting a football game for your own or another foreign market.

The following glossary does not cover every term in football; it includes terms very common, and where there were several translations of a football term, I selected the term used in Mexico by the Mexican media that covers the sport.

 

ENGLISH

SPANISH

Football

Fútbol Americano
National Football League Liga Nacional de Fútbol Americano
NFL N-F-L (ene-efe-ele)
American Football Conference Conferencia Americana
National Football Conference Conferencia Nacional
Preseason Pretemporada
Regular season Temporada regular
Playoffs Postemporada
Wildcard Equipo comodín
Standings Tabla de posiciones
Field Terreno de juego
End zone Zona de anotación/ diagonales
Locker room Vestidor
Super Bowl Súper Tazón
Pro Bowl Tazón Profesional/ Juego de estrellas
Uniform & Equipment Uniforme y Equipo
Football Balón/ Ovoide
Jersey Jersey
Helmet Casco
Facemask Máscara
Chinstrap Barbiquejo
Shoulder pads Hombreras
Thigh pads Musleras
Knee pads Rodilleras
Jockstrap Suspensorio
Cleats Tacos
Tee Base
Fundamentals Términos básicos
Starting player Titular
Backup player Reserva
Offense Ofensiva
Defense Defensiva
Special teams Equipos especiales
Kickoff Patada/ saque
Punt Despeje
Return Devolución
Fair catch Recepción libre
Possession Posesión del balón
Drive Marcha/ avance
First and ten Primero y diez
First and goal Primero y gol
Line of scrimmage Línea de golpeo
Neutral zone Zona neutral
Snap Centro
Long snap Centro largo/ centro al pateador
Huddle Pelotón
Pocket Bolsillo protector
Fumble Balón libre
Turnover Pérdida de balón
Takeaway Robo
Giveaway Entrega
Interception Intercepción
Completion Pase completo
Tackle Tacleada/ derribada
Blitz Carga
Pass rush Presión al mariscal de campo
Sack Captura
Run/ carry Acarreo
Pass Pase
“I” Formation Formación “I”
Shotgun Formation Formación escopeta
“T” Formation Formación “T”
Wishbone Formation Formación wishbone
Goal posts Postes
Crossbar Travesaño
Sidelines Líneas laterales/ banca
Chain Cadena
Out-of-bounds Fuera del terreno
Head Coach Entrenador en jefe
Game Officials Jueces
Flag Pañuelo
POSITIONS POSICIONES
Center Centro
Guard Guardia
Offensive Tackle Tacleador ofensivo
Offensive line Línea ofensiva
End Ala
Wide Receiver Receptor abierto
Tight end Ala cerrada
Running Back Corredor
Halfback Corredor
Fullback Corredor de poder
Quarterback Mariscal de campo
Backfield Cuadro defensivo
Defensive end Ala defensiva
Defensive tackle Tacleador defensivo
Nose guard Guardia nariz
Linebacker Apoyador
Cornerback Esquinero
Free safety Profundo libre
Strong safety Profundo fuerte
Place kicker Pateador
Punter Pateador de despeje
Penalty Castigo

Even if you are not a football fan, and even if you are not watching the big game on Sunday, I hope you find this glossary useful.  Now I invite you to comment on football, sports interpreting in general, or maybe you would like to share a “sports interpreting anecdote” with all of us.

The Christmas traditions we observe in the United States.

December 24, 2017 § 2 Comments

Dear Colleagues:

The end of the calendar year marks a time when most cultures in the world slow down their work routines, gather with friends and relatives, and reflect on what was accomplished during the year while setting goals to achieve what was not.  Some give the season a religious connotation, others choose not to do so. Regardless of the personal meaning and importance that each one of us give to this time of the year, there is a common denominator, certain actions, traditions, and celebrations observed and held dear by many. They vary from country to country, and are part of the national pride and identity of a nation.

The United States is a unique case because of the convergence of cultures and populations from around the world who have brought with them their language, beliefs and traditions.  With globalization many other regions in the world now live the same situation where not everybody celebrates everything, not everybody celebrates the same, and even the ones who celebrate a particular festivity or observe certain event will do it differently depending on their cultural background. I also want to point out that, due to the immense commercial and cultural influence of the United States just about everywhere in the world, some traditions below will be recognized as something that you do in your country.

Although Christmas is not the only festivity where we see this American reality, I decided to share with you our national traditions on this day because it is widely observed and understood throughout the world, and because it is a nice thing to share with all of you when many of us are slowing down and waiting for the new year.  Finally, before I share these American traditions with you, I want to clarify that although this entry deals with Christmas traditions, it does it from a cultural perspective with no religious intent to endorse or offend anyone. I know that many of my dearest friends and colleagues come from different religions, cultural backgrounds, and geographic areas; and the farthest thing from my mind is to make you feel left out, ignored or offended. This post is written with the sole intention to share cultural traditions, and invite an exchange of information about other customs observed at the end of the year by other groups and countries.  Thank you for your understanding, and please enjoy:

In the United States the Christmas season, now called the holiday season to make it more inclusive, starts on the day after Thanksgiving known as “Black Friday”. Many schools and businesses close between Christmas (December 25) and New Year’s Day (January 1). Most Americans take this time out from their professional and academic schedules to spend time with their friends and families. Because of the high mobility we experience in the United States, it is very common that families live far from each other, often in different states; so that children go home to the parents’ is more significant as it may be the only time they see each other face to face during the year.

Many Americans decorate the exterior of their homes with holiday motifs such as snowmen, Santa Claus, and even reindeer figures.  As a tradition derived from holding Christmas in winter in the northern hemisphere when daylight is scarce, Americans install temporary multi-colored lights framing their house or business.  Because of its beauty and uniqueness, this tradition has spread to southern parts of the United States where winters are mild and daylight lasts longer. The American southwest distinguishes itself from the rest of the country because of the lights they use to decorate their buildings: the luminarias, a tradition (from the Spanish days of the region) of filling brown paper bags with sand and placing a candle inside.

The interior of the house is decorated during the weeks leading to Christmas and on Christmas Eve. Christmas tree farms in Canada and the United States provide enough trees for people’s homes, although many prefer an artificial tree.  These trees are placed at a special place in the house and are decorated with lights and ornaments, and at the very top an angel or star is placed on Christmas Eve.  Unlike many other countries, in particular those where most people are Roman Catholic, Americans hold no big celebration on Christmas Eve, known as “the night before Christmas”, the time when Santa Claus visits their homes while children are sleeping and leaves presents for the kids to open on Christmas morning.  As a sign of appreciation, or perhaps as a last act of lobbying, children leave out by the tree a glass of milk and cookies for Santa to snack during his visit.

Special Christmas stockings are hung on the fireplace mantelpiece for Santa to fill with gifts called “stocking stuffers” that will be found by the kids on Christmas Day while the yule log will provide heat and holiday smells. Even those homes that have replaced the traditional fireplace with an electric one have kept the yule log tradition; and when everything else fails, cable TV and satellite TV companies offer a TV channel that broadcasts only a yule log all day.

Adults exchange presents previously wrapped in festive seasonal wrapping paper, and even the pets get Christmas presents every year.  With the presents exchanged,  people move on to their Christmas dinner that will usually feature ham, roast beef, and even turkey with stuffing, although many families skip the bird because they just had it for Thanksgiving dinner a few weeks before.  Potatoes, squash, roasted vegetables, cranberries and salads are part of the traditional meal, but in some regions of the United States, demographic cultural fusion has added other dishes to the traditional family dinner: It is common to find tamales in a Hispanic Christmas dinner, poi and pork in Hawaii, BBQ turkey or chicken in the south, and sushi and rice in an Asian household. Unlike Thanksgiving when pumpkin pie is the universal choice, many desserts are part of the meal: pies, cakes, fruit, and the famous fruitcake.  They are all washed down with the traditional and very sweet eggnog or its “adult” version with some rum, whisky, or other spirits.

The Los Angeles Lakers and the Chicago Bulls have made it a tradition to have home NBA basketball games on Christmas Day that are broadcasted on national TV.  Other traditions include Christmas carols, window shopping the season-decorated department stores, special functions such as the Radio City Music Hall Christmas show and the Rockefeller Center Christmas tree in New York City, the Mormon Tabernacle Choir in Salt Lake City, the National Christmas tree in Washington, D.C., the Very-Merry Christmas Parade held simultaneously at Disney World in Orlando and Disneyland in Anaheim, the Nutcracker ballet in theaters and school auditoriums all over the United States, and endless Christmas movies and TV shows, including the original “A Charlie Brown Christmas” and Dr. Seuss’ “How the Grinch Stole Christmas” with Boris Karloff as the voice of the Grinch.

I hope this walk through American Christmas traditions was fun, helped some of you to understand a little better the culture of the United States, and maybe part of what you just read will be handy in the booth one day. Whether you live in the U.S. or somewhere else, I now ask you to please share some of your country or family’s Christmas or other holiday-related traditions with the rest of us.  I sincerely hope you continue to honor us by visiting this blog every week in 2018. Thank you for your continuous preference, and happy holidays to all!

The interpreter who played a crucial role at the first Thanksgiving.

November 21, 2017 § 3 Comments

Dear colleagues:

On Thursday the people of the United States will celebrate Thanksgiving: the most American of all holidays.  Christmas is also a very big day in America, but unlike Christmas only observed by Christians, Thanksgiving is a holiday for all Americans regardless of religion, ethnicity, or ideology. There are no presents, and every year during this fourth Thursday in November, people travel extensively to be with their loved ones and eat the same meal: a turkey dinner.

Distinguish between the religious act of thanking God for the good fortune and the American holiday called Thanksgiving Day.  The former was held by many Europeans all over the new world as they gave thanks for setting foot again on dry land. Explorers and conquistadors observed these religious ceremonies in places like Virginia, Florida, Texas, and New Mexico. Documented ceremonies were held on (at the time) Spanish territory as early as the 16th. Century by Vázquez de Coronado, and we have records of the festivities in Jamestown, Virginia during 1610.

The first Thanksgiving holiday can be traced to a celebration that took place at the Plymouth Plantation in Massachusetts. The settlers had a bad winter followed by a successful harvest in 1621.  During that crude winter survival was possible thanks to the help of the local residents: The Wampanoag tribe.  Massasoit, who was the tribe leader, donated food to the English when the food they brought from England proved insufficient.  Cooperation between Native-Americans and Europeans included agriculture, hunting, and fishing lessons.  The settlers were taught how to catch eel and grow corn, and were briefed on the geography and weather conditions of the region.  This partnership took place because of the good disposition of all those who participated; however, trust had to be established and communication had to be developed.  The Europeans and Native-Americans spoke different languages and had little in common.  The English settlers were very fortunate as they had among them a Patuxent Native-American who had lived in Europe, first in England and Spain as a slave, and later in England as a free man.  During his years in Europe, this man learned English and could communicate in both languages: English and the one spoken by the Wampanoag tribe.  His name was Squanto (also known as Tisquantum), and he played an essential role in this unprecedented cooperation between both cultures.  He was very important during the adaptation and learning process. His services were valuable to settle disputes and misunderstandings between natives and settlers.  There are accounts of Squanto’s ability and skill. He was embraced by the settlers until his dead.  His work as an interpreter and cultural broker made it possible for two very different peoples to sit down and share a meal and a celebration when on that first Thanksgiving, the settlers held a harvest feast that lasted three days. Ninety Native-Americans, including King Massasoit attended the event.  They ate fish, fowl, and corn that the English settlers furnished for the celebration, and they had five deer that the Wampanoag took to the feast. Although it is not documented, maybe they also had wild turkeys as they existed in the region.  Undoubtedly Squanto must have worked hard during those three days facilitating the communication between hosts and guests.

We now celebrate this all-American holiday every year. It has been observed since President Abraham Lincoln declared it a national holiday; and it has been observed on the fourth Thursday of November since President Franklin D. Roosevelt declared that it should be observed on that Thursday instead of the last one of the month as sometimes November has five Thursdays.  Thanksgiving is also the most American of all holidays because we celebrate family, football and the start of the best retail season of the year: Christmas.  We now have Black Friday and Cyber-Monday.  We travel by plane, car, and train to go home for this turkey dinner, and we all gather around the TV set to watch football and parades.  This Thanksgiving as you are carving the turkey, pause for a moment and remember the interpreter who helped make this all possible: Squanto the Patuxent Native-American.  Happy turkey day!

Remote interpreting. The way it should be.

November 9, 2017 § 4 Comments

Dear Colleagues:

We live in an environment where everybody is finally acknowledging the technological and economic changes that have disrupted the world of professional interpreting. About half of our colleagues are singing the praises of the innovations while the other half are opposing them. The truth is: Nobody is right and no one is wrong. Many of those who jumped on the bandwagon of video and audio remote interpreting did it with ulterior motives with nothing to do with the quality of the interpreters and therefore with their remuneration as professionals. Their concern was to get there first, and to do it quickly to make a lot of money with little consideration of the side effects of their actions. These call themselves the “industry”: Multinational agencies who sell interpreting services as a used car salesman sells you a lemon, and individuals who rushed to position themselves as intermediaries between these agencies, stingy uneducated end-users, and that group of paraprofessionals who are glad to work as “interpreters” for a handful of crumbs.

You have many capable, seasoned interpreters who refuse to work remotely because of their lack of knowledge about the technology and fearing performing below their well-known widely recognized professional level, not because they cannot interpret, but because they may have a hard time learning how to use the equipment, and even to do the simple things now required in the booth, like typing and searching the web.

There are many others who refuse to work remotely for a good reason: Because the quality of the equipment proposed for the event is subpar, because they are asked to provide a professional service for an insulting amount of money, or due to the deplorable working conditions offered by those who try to equate us with laborers instead of professionals.

For years, I have made my position known to those who care to hear it: I am all for technology if it is of excellent quality and the interpreters who use it are true professionals, making a professional fee and under working conditions that do not differ from those available in live in-person or on-site interpreting. Some of you have heard me praise the tremendous opportunities we have now as interpreters, and how we can now get more interesting assignments and make more money by eliminating travel days (usually paid as half of the full-day fee) and replacing them with more interpreting days where we can make our full-day fee.

Today I will share with you my experience with remote simultaneous interpretation and how this is working out fine for me.

I will be talking about conference interpreting, and what I say will probably be inapplicable to other types of interpreting because of the way multinational agencies and unscrupulous intermediaries have already polluted the environment.  At any rate, what you read here may help your efforts to demand better conditions in court and healthcare interpreting, and to refuse all work offered under such denigrating conditions.

The conference interpreting system I am working with is a cloud-based platform named Interprefy, by a company from Zurich, Switzerland. They are not an agency and they do not retain the interpreters. My business relationship is with their U.S. office: Interprefy USA in Chicago.

When I interpret with them, I physically go to their office in downtown Chicago by the Sears Tower where they have some booths/studios (more about this later) where I work with a live expert technician with me in Chicago. My booth-mate is usually sitting next to me in Chicago, but sometimes she is interpreting from another city or continent from the booth/studio of the company. A second (or third, fourth, etc.) expert technician, who also works for the company, is at the venue to coordinate and if needed fix any glitches at that end. If the interpreter is technologically very savvy, or daring, she can even work from her own home, after the equipment has been set up and tested. For this she must have at least 2 computers and a high speed internet connection.

The set up in my booth is similar to the one we have for our in situ assignments. There is a table with a computer, a very good headset, and a state-of-the-art microphone. If you prefer, you can use your own headset, just like an in-person conference. Your partner sits next to you and he also has a computer, headset and broadcast-style microphone.  Both interpreters have the same equipment. The computer on your desk lets you watch the speaker at the venue, and you can switch to another camera to see the screen on the stage of the people asking questions. There is a giant screen in front of both interpreters where we can watch the power point presentations and videos that the audience sees at the event. This is synchronized so that every time the speaker changes the slide, our screen will display the new one. If we want to see something else, or we want the volume at the podium higher, we can ask our technician at the venue and he will take care. There is a desk full of computers and other equipment behind the interpreters; this is where the main technician sits. We can talk to the main technician by turning around and speaking directly with him, or we can address him, and all other technicians by typing our questions, comments, and requests in the chatroom we all have through the platform. This is how we as interpreters can communicate with our virtual booth-mate when she is somewhere else, or to the other booths if we need something from another language, or for a relay.

The audience at the venue can listen to the interpretation by using traditional receivers and headphones, or by using their laptop, tablet, or phone, if they do so. Finally, if there is a problem with the internet connection, the service can immediately change from the cable or satellite provider, to an over-the-phone connection. This makes for a smooth service where the audience and speaker soon forget that the interpreters are thousands of miles and many time zones away from them.

Now, this is a sophisticated and at the same time, simple way to work a conference remotely; we are not talking about an Ipad on wheels, and from beginning to end, we are working under the watchful eye of expert technicians, not a jailer, court clerk, or nurse “operating” the technology.

We as interpreters can get used to this service because the quality of the product we deliver to the audience is top-notch, and because we work under the same conditions and pay as we do when physically at the conference. We get full dates and half dates, not that per-hour and even per-minute nonsense that the “industry” has imposed on court and healthcare interpreters. The company that runs the platform proudly announces that they only work with top quality conference interpreters in all languages needed. Their business model suggests that the savings are on the booths and travel expenses, not the interpreters.

This service has proven itself in big conferences with several booths from different locations, where there is no room to physically install a booth at the venue, and for less common languages in conferences where widely used languages are interpreted from a booth physically at the conference. Because of the company’s local partners, we as interpreters can easily drive downtown in most major cities and work from their location.

This is how remote interpreting must be, dear friends and colleagues. We cannot compromise quality, working conditions or remuneration just because some of the usual predators have taken over a market. I suggest you demand professional fees and conditions regardless of what type of remote interpreting you do.  Always remember: The end-user is already saving money in booth and travel expenses, do not let them fool you by convincing you that the service will not be profitable unless they pay you by the minute, and nurse Ratched is in charge with the dolly and the tablet.

Remote Simultaneous Interpreters (RSIs) cannot get a fee lower than in-person conference interpreters. Our work as RSIs is more complicated because we must know broadcast interpreting to deal with the voice latency (lag) that could be as much as 5 to 10 milliseconds, and to have extreme concentration and deep knowledge of the subject if gaps or blackouts keep us from hearing a syllable or even a word. Not all conference interpreters can sound seamless under these conditions. This is one reason why the RSI booth looks a little like a broadcast studio. I am convinced that Remote Simultaneous Interpreting is a new and different type of interpreting: A hybrid between broadcast and conference interpreting that requires training and preparation only a professional can embrace.

I now invite you to share your thoughts on this very trendy subject in our profession, and please remember that I have no experience with those other less-sophisticated devices hospitals, detention centers and courthouses are using to save a quick buck.

The 15 scariest books ever written.

October 30, 2017 § 2 Comments

Dear Colleagues:

This time of the year brings all aspects of our reverence, fear, and fascination for the culture of death to the spotlight. Whether you call it Halloween, Day of the Dead, All Saints Day, Obon, Ghost Festival, Baekjung, Sat Thai, Mataka Danes, or any other name; even if you do not observe or commemorate the day, festival or event during the month of October, and regardless of your religious, spiritual, or commercial motivation to do so, at this time of the year, most people think of their mortality and manifest it. This blog deals with the subject every year.

Because the topic is very appealing for a blog about language and culture, in past years I have written about horror movies, cultural observances and traditions around the world, and even ghostly legends. This time I decided to share with you my all-time top fifteen scariest books or novels. A big fan of macabre literature, it was no easy task to narrow it down to fifteen. I assure you many horror stories stayed out of the list even though they could be part without any argument. Some of the ones that did not make my top fifteen are probably among your preferred scary tales.

These are my top fifteen:

Dracula.

Bram Stoker’s master piece cannot be left out. The grandmother of all horror stories keeps you involved in the lives of Jonathan Harker, and Van Helsing as they fight against the formidable vampire from Transylvania in a magnificent Victorian Britain. The description of Dracula’s lifestyle in his castle never fails to scare me. Crawling up and down the walls, turning into a wolf, and his power over Lucy will give you some sleepless nights.

The Exorcist.

The 1971 novel by William Peter Blatty, that became the movie of a generation, narrates the demonic possession of 12-year-old Regan MacNeil and her exorcism by Father Merrin and Father Karras. Based on a story that Blatty heard about as a student at Georgetown University, the story describes the conduct of the possessed girl and the struggle to save her soul from the demon Pazuzu that culminates with Karras’ surrender of his own life in exchange from Regan’s. A very popular novel with past generations that should be suggested to all new fans of the horror genre.

El Panteón del Gótico Español (Pantheon of Spanish Gothic).

An anthology of gothic stories by famed Spanish authors such as Benito Pérez Galdós with his tale “Una Industria que vive de la muerte” (An industry that makes its living from the death); “Tristán, el sepulturero” (Tristan the gravedigger) by Vicente Blasco Ibáñez; Gustavo Adolfo Bécquer’s “El Miserere” (Misericord); Emilia Pardo Bazán’s “Eximente” (Exculpatory circumstances); “El Castillo del espectro” (The specter’s castle) by Eugenio de Ochoa; “Los tesoros de la Alhambra” (The treasures of Alhambra) and many more. Fifteen stories that live between the gothic and fantasy worlds, bringing us ghosts and other supernatural beings that accompany us from the moment we begin to read this compilation magnificently written by these 19th and 20th century superstars of the Spanish language.

Salem’s Lot.

Stephen King’s second published novel about Ben Mears, a writer who returns to the little town of Jerusalem’s Lot (Salem’s Lot) in the American State of Maine, only to discover that the residents are becoming vampires, and it can all be tracked down to the Marsten House, and old mansion he feared since childhood, now inhabited by the mysterious Kurt Barlow, who is never seen in public. The story begins with the disappearance of a young boy: Ralphie Glick, and the death of his brother Danny, who becomes the first vampire. The novel is full of suspense as everybody in town turns into a vampire. King himself has asserted on different interviews that Salem’s Lot is his favorite novel. In a world swamped with vampire novels, this one is a most read because of its implicit logic as people become vampires after a vampire attacks and kills them. It is uncommon to read a story where all victims end up as offenders.

1Q84

An interesting dystopian novel by Japanese great Haruki Murakami that takes place in Tokyo during a fictionalized year 1984. After Aomame, posing as a hotel maid, kills one guest, she has bizarre experiences that lead her to believe that she has entered an alternative reality inhabited by characters like the dyslexic writer Fuka-Eri and school teacher Tengo. Eventually Aomame’s and Tengo’s alternative worlds intersect as they are both investigated for the murder. Murakami keeps you involved with the fantastic characters throughout the story from its unique beginning until the reader understands the reason for this strange world to exist. Great reading for both, horror and science-fiction lovers.

The Silence of the Lambs.

This 1988 novel by Thomas Harris, a sequel to his 1981 novel “Red Dragon”, feature scary cannibalistic serial killer Dr. Hannibal Lecter and his interaction with FBI Special Agent Clarice Starling ordered to present a questionnaire to Lecter, a brilliant forensic Psychiatrist, and is serving nine consecutive life sentences in a Maryland mental institution for serial killers. The novel is full of suspense and intellectual content as Starling and Lecter get into a macabre intellectual dance of questions, requests, and answers, while the young FBI agent is trying to solve the murders of serial killer “Buffalo Bill”.  Full of interesting characters, and surprises, this novel is guaranteed to keep you reading until the end.

The Complete Tales and Poems of Edgar Allan Poe.

A delightful collection of the works of one greatest and earliest pioneer of the short story. Poe was the poet who perfected the tale of psychological horror, and we as his admirers, can savor his main works of satires, fables, fantasies, drama, and poetry in this anthology, including: “The Fall of the House of Usher”, “The Tell-Tale Heart”, “The Pit and the Pendulum”, “Annabel Lee’, “The Narrative of Arthur Gordon Pym of Nantucket”, and his masterpiece: “The Raven”, where he tells us of a talking raven’s mysterious visit to a distraught lover, showing us how the man slowly falls into madness because of losing his love: Leonore, as he listens to the raven who constantly repeats, to the lover’s distress, the word: “nevermore”.  All those who call themselves literature lovers must read the works of Poe.

Interview with the Vampire.

This gothic vampire horror story by Anne Rice cannot be left out of this list.  The reader “listens” to Louis as he conveys his 200-year-long life story to a reporter, starting with his days as a plantation owner near New Orleans, in the American State of Louisiana, and his search for death motivated death of his dear brother, that takes him to a vampire named Lestat de Lioncourt who turns him into a vampire and gives him immortality.  Even though Louis comes to terms with he killing to survive, he becomes increasingly repulsed by Lestat’s lack of compassion for the humans he preys upon. The interview covers the fantastic adventures of Louis in Europe, including his romances, and moves on to one last encounter he had with Lestat I n New Orleans in the 1920s. At the end of the story, the listener begs Louis to turn him into a vampire so he can also live forever; but Louis, frustrated and disgusted by this young man’s doing not learn anything from his story, attacks him and vanishes without a trace, and the interviewer decides to track down Lestat hoping to get immortality. This is a perfect story for a city like New Orleans, and it shows the values and “humanity” of a vampire in a way that neither Bram Stoker nor Stephen King ever do.

Dracula’s Guest.

This tale is apparently the deleted first chapter from the original “Dracula” manuscript, which the publisher eliminated from the final work as he considered it superfluous. After Bram Stoker’s death, his widow Florence published the chapter as a short story in the book: “Dracula’s Guest and Other Weird Stories” by Bram Stoker.  The story, as published, can stand alone. It follows a nameless Englishman (because we read Dracula we know it is Jonathan Harker) on a visit to Munich before leaving for Transylvania on Walpurgis Night. The Englishman, against all warnings by the hotelier and the carriage driver, makes it to a desolated “unholy” place where he takes shelter from a snowstorm in a cave. He soon realizes that he is in a cemetery and that his shelter is a tomb where he is met by a beautiful vampire woman who attacks him until he realizes that it is a gigantic red-eyed wolf licking at his throat. The English man is later found by the locals who rescue him and take him back to his hotel where he learns that a note had arrived during his absence. It was from his host, Dracula, warning him from the dangers of the snow and wolves at night. This gets your imagination going once you learned that Harker’s first encounter with a vampire was in Germany, not Transylvania.

Aura.

This short novel by Mexican author Carlos Fuentes deals with dreamlike themes of double identity, as unemployed young historian Felipe Montero reads an add on the paper for a job to perform secretarial duties as a live-in for Consuelo Llorente, to help her organize and finish the memories of her late husband General Llorente. Montero goes for a job interview to Consuelo’s dark old mansion in downtown Mexico City where he finds her lying in bed with all lights off. She addresses him as she was already expecting him and hires him. Montero soon meets Aura, Consuelo’s beautiful young niece who lives in the house, speaks little, and mimics all movements and gestures of Consuelo. As his work progresses, Montero learns of Consuelo’s love story with her late husband, and about her infertility. He becomes more attracted to mysterious Aura until he falls madly in love with her. One day, Montero enters Aura’s room and finds her in bed. He holds her, and suddenly Aura transforms into the old widow, Consuelo, as he himself transforms into the old General Llorente. The story depicts the progression of the transformation of Felipe Montero into the General, and Aura’s transformation into Consuelo. This is a very original plot and it is wonderfully written by Fuentes.

Dark Water.

This is a collection of short stories by Japanese writer Koji Suzuki, originally published in Japan as “Honogurai mizu no soko kara” (From the depths of the black water). It includes seven stories: “Floating Water” about a mother and her young daughter who move into a run-down apartment after her messy divorce, and discover that another girl vanished from the building a year earlier, and that the disappearance was surrounded by terrifying events in the building; “Solitary Isle”, about a man who investigates the unusual circumstances of his friend’s death and an artificial island in the middle of Tokyo Bay; “The Hold”, about a fisherman who abuses his wife, and how their son tries to uncover the reason for the woman’s disappearance; “Dream Cruise”, “Adrift”, “Watercolors”, and “Forest Under the Sea”, complete the anthology. As horror and science-fiction novel aficionados read these stories, they will find out that some have been made into movies under other names.

Carrie.

This was Stephen King’s first published novel, and it deals with Carrie White, a misfit high school who uses her telekinetic powers to avenge from those who bullied her., causing one worst local disaster in American history, destroying most of the town on prom night. After learning she was conceived because of marital rape, and that she was the subject of a huge prom prank, a mortally wounded, but still alive, Carrie destroys the house where she was conceived, kills her bullies, and after forgiving her innocent girlfriend, she dies crying out for her mother. This is a classic novel taken to the big screen twice, but I believe that even for those who have seen the movies, the novel is a good read because of King’s terrific style, and to see how he was writing at the very beginning.

Ghost Story.

Peter Straub’s fascinating story of the “Chowder Society” of the fictional town of Milburn, New York. The characters are five lifelong friends who meet periodically to share ghost stories until one of them dies suddenly and the surviving four find themselves haunted by dreams of their own death. The story takes us back to a time when the protagonists were young and they all were involved in the death of a young woman whom they believe has come back to take revenge upon them. This is a novel we must read. Even Stephen King has included it among the finest horror novels of the 20th century.

Rebecca.

This novel by English writer Dame Daphne du Maurier tells the story of how a young woman, while working as companion to a rich American woman on vacation in Monte Carlo, meets Maximilian, de Winter, a British middle-aged widower who she marries after a short courtship. She moves into his beautiful estate Manderley where she meets Mrs. Danvers, the enigmatic housekeeper who had been a devote companion to the first Mrs. De Winter, Rebecca, who died in a boating accident about a year before she met her now husband Maximilian. The sinister housekeeper drives the new wife to madness by constantly talking about the first wife’s beauty and intelligence, until the young wife is convinced that her husband regrets his decision to marry her as he must be deeply in love with the deceased Mrs. De Winter. Through Mrs. Danvers’ manipulation, the young wife attends the annual costume ball dressed like a woman in a portrait that hangs from one wall of the estate. This turns out to be the same dress Rebecca was famous for, and when her entrance to the ballroom is announced as “Caroline de Winter”, the name of the woman in the portrait, Maximilian gets very angry and orders her to change. Mrs. Danvers continues her campaign against the young wife and tries to get her to commit suicide, but at the last moment there is a shipwreck and a diver investigating the scene of the accident also discovers the remains of Rebecca’s boat with her body still on board. After some turmoil, Maximilian tells her he loves her; that Rebecca was a mean and selfish human who told him, on the night she died, that she was cheating on him and was pregnant with a child that was not his. In a moment of rage, Maximilian shot her and she died.  Later on he learned that Rebecca was told on the same day she would die of an incurable disease and she could have no children. Maximilian assumed that Rebecca, knowing she would die soon, manipulated him into killing her quickly. After coming to terms with these facts, Maximilian drives back to Manderley, but as he gets closer to the mansion, it becomes clear that the house was ablaze.  This is truly a suspense novel that will give you many reasons not to go near a boat or a masquerade.

Dear friends and colleagues, this is my list. I am sure that many of you will agree with some of my picks and disagree with others. I could have continued up to 50 or 100 novels, but I had to end the post at some point. For that reason, and hoping that you help me enhance the list, I now ask you to share some of your favorite horror novels, and please make sure that you talk about novels, short stories, or plays; I am not interested in horror movies this time around.

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