“There is a tendency for us to view Shakespeare as this unquestionable monolithic genius. But there is also in us all that iconoclast that wants to tear him off his pillar or plinth.”
–Dr. Katrina Marchant
There are few things that will drive a Shaespeaeran scholar more skull-shatteringly livid than when someone asks them if Shakespeare wrote the plays attributed to him. There are dozens of YouTube rants, bile-dripping academic papers, tinfoil-hat Tweets, and of course, centuries of anti-academic book bashing and counter-bashing research on the subject. So I won’t try to settle this debate, but I think the debate itself is worth looking at.
The authorship controversy is essentially a conspiracy theory- Was some unknown writer sending scripts to Shakespeare’s company and using the actor from Stratford as a patsy, or a pen name? Is there a massive cover-up to disguise the author of the most celebrated works in the English language? If so, why? How? and what else are they hiding?
Now if there’s one thing I’ve learned over the past four years is that it’s extremely rare to change anyone’s mind about any kind of conspiracy theory, and there are hundreds! Ancient Aliens, Bill Gates, Covid vaccine microchips, Elvis isn’t dead, The Illuminati, Kennedy Assassination, Pizzagate, Q-Anon, Trump’s Russia connections, the list goes on. Several recent studies show that the majority of Americans have heard at least one conspiracy theory, and many of us believe these theories to varying degrees. Sadly, the internet, which was designed to share information, is extremely good at sending misinformation as well.
So as an en educator and a father, I want to focus on the Shakespeare conspiracy not just because it gets my dander up, but also because, compared to these other theories, it is actually one of the least harmful. Conspiracies like the Plandemic hoax are extremely dangerous because they dissuade people from getting a life-saving treatment, and allow this pandemic to continue. By contrast, ultimately it doesn’t really matter who wrote Shakespeare’s plays, so I think this kind of exercise is useful for educators to challenge students to think critically about this low-stakes theory, and then applying the same skill to others to become better-informed thinkers.
How to break down the Shakespeare conspiracy theory
First, let’s summarize the most compelling points of the theory that Shakespeare didn’t write his plays. This is a video by director Roland Emmerich, which he made to help promote his film “Anonymous.” Emmerich dramatizes the controversy by portraying the Earl of Oxford writing the plays of Shakespeare anonymously, and sending them to Shakespeare’s company, giving the man from Stratford credit for writing them.
There’s an old saying in science that “Extraordinary claims require extraordinary proof,” and, aside from the fact that the Earl of Oxford wrote poems, there is no evidence that Oxford ever even spoke to Shakespeare’s company. In fact, almost none of this video is supported by any historical evidence. Now it would be a lot of work to refute each argument of this video point by point right? And surely I have better things to do than do a point-by-point refutation, but…
A Point-by Point refutation of the Roland Emmerich video:
– Shakespeare did leave evidence of his handwriting, just not evidence of his dramatic writing. The fact that his correspondence didn’t survive doesn’t mean there wasn’t any. The kind of cheap parchment that writers of the period used dissolved very easily, especially when they used ink with high iron content. The examples we have of Shakespeare’s writing are mainly legal records and books that were designed to last. In short, there’s no conspiracy to hide Shakespeare’s manuscripts, they simply didn’t survive.
– We don’t know for sure that his parents were illiterate, or that his daughters were. That is based on an urban legend, not actual proof. Also, plays were not written to be read, that’s why TV viewers are viewers and the grounding are called an audience.
A. Shakespeare wrote about aristocratic people because they were paying his rent. His company was literally named “The Lord Chamberlain’s Men.” One reason why Shakespeare was more successful than Ben Johnson was that he was deferential and obsequious to the English aristocracy; he had to sing their praises to stay in business.
B. Every character that Emmerich mentions is not an aristocrat- Bottom is a lower-class weaver, Mistress Overdon is an inn-keeper. The only aristocrats Shakespeare ever insults are Polonius (who isn’t real), and Sir John Oldcastle in the early draft of King Henry IV, which he immediately changed to Sir John Falstaff once Oldcastle’s family members complained about it to Shakespeare’s company. Emmerich is flat-out lying when he says Shakespeare mocks the English upper class like an equal.
C. There’s a very simple explanation of how Shakespeare was able to write about the manners and lives of the English aristocratic class: he didn’t. All of Shakespeare’s comedies (except for Merry Wives which has the aforementioned Falstaff as a character), and tragedies take place in other countries like Italy, France, Sicily, or Greece. His History plays are set in England, but they dramatize events that happened 100-200 years before Shakespeare was born, meaning that he didn’t need to know too much about contemporary court politics. Furthermore, the majority of the plots he used were recycled from history books, poems, and prose romances.
It’s useful to think of Shakespeare not as a novelist like Dickens or Tolstoy and more like a TV or film screenwriter like George Lucas or Aaron Sorkin. He didn’t write based on real-life experiences or conjure new ideas out of thin air. He was a popular dramatist who adapted existing works of literature to be dramatized onstage. This is why I created my YouTube comedy series “If Shakespeare worked for Disney.” Emmerich, like many Anti-Stratfordians, is assuming that Shakespeare couldn’t have written plays about the nobility without being one himself, but that’s not what Elizabethan dramatists did- they adapted pre-existing work to fit on the public stage, which means anyone with a good education and knowledge of the theater could have written them, regardless of his or her upbringing.
If you are wondering how I could possibly know Shakespeare’s writing process,, the answer is simple: All of Shakespeare’s sources have survived, which means that I can prove that his plays are adaptations. This is a common problem with most conspiracy theories- they never take the straightforward way to explain something. Instead, they take a theory and twist facts to suit that theory. In this case, they twisted the facts about the Earl of Oxford’s life to make him look like Hamlet and based on that, they made him look like the true author of Shakespeare.
D. Honestly the handwriting is the weakest point- yes Shakespeare spelled his name differently in documents but this was before standard English spelling. The first English dictionary was at least 100 years after Shakespeare’s death. This point is clearly designed to discredit Shakespeare and make him seem uneducated. But again, this point is irrelevant when you consider that Shakespeare wrote for theater, where standard spelling is completely unnecessary.
By the way, Ben Johnson spelled his name differently in his manuscripts.
The Debate- Feelings vs. Facts. Modern vs. early modern
When I was in high school, taking my first class on Shakespeare, I watched this documentary which almost convinced me that Oxford was the true author of Shakespeare. The researcher they interviewed seemed so passionate and I wanted to believe what he said was true. But that was before I started reading about Shakespeare’s life for myself, and looked at the evidence myself.
How to Spot a Conspiracy Theory
If you look at many different conspiracy theories, they often exist in a form outside of normal reality, to the point where the believers have no interest in any kind of contrary evidence, logic, or any person who even questions it. Essentially the conspiracy becomes their identity, and they will virulently defend this conspiracy from anyone and anything that opposes it. Below is an explanation of the basic parts of a Conspiracy theory, with some points on how they all apply to the Shakespeare Authorship Controversy
Believers in conspiracies are motivated by feelings, not facts, and they don’t care how inconsistent those theories are. For example, the same people who believe Joe Biden lost the presidential election, also believe that the president (Joe Biden) is also being played by an actor. This might explain why many people believe that people like Christopher Marlowe wrote the works of Shakespeare, despite the fact that he died 9 years before Shakespeare started writing.
Again, since the believer is motivated by feelings, they are naturally suspicious of any contrary evidence and just assume anyone who contradicts them is in on the conspiracy. This is called self-sealing the conspiracy.
One question that inevitably comes up with the Shakespeare Authorship debate is: “Who cares?” Usually, this means “Does it really matter who wrote the plays?” However, I want to use this question in this context: “Why go through the trouble to conceal who wrote these plays?” As I mentioned earlier, though Shakespeare is very famous and culturally important now, he certainly wasn’t back in his lifetime. Playwriting was not a venerated profession, and socioeconomically, Shakespeare was little better than a tailor. Why would it be worth it to conceal who wrote a few, fairly popular plays in 1616?
It would take an enormous amount of effort to conceal who wrote these plays for 400 years- you’d have to pay off publishers, fake court records (like the one I showed you above), keep an entire court quiet, and make sure nobody ever wrote down the truth for 400 years. Why would it be worth it? This kind of logic is why the Moon Landing and the Flat Earth conspiracies don’t hold up to rational thought- there’s simply no reason to go through the effort of concealing the alleged truth. The truth itself is just easier to defend.
Something Must be wrong:
As the name implies, Anti-Stratfordians don’t so much believe in Bacon, Pembroke, Oxford, etc, so much as they actively choose not to believe in William Shakespeare of Stratford. This means they will use every bit of their energy trying to prove that theory, and won’t stop until they find something, no matter how nonsensical, to prove their Shakespeare is the real Shakespeare.
Let me be blunt- a conspiracy is very simmilar to a delusion, and any attempt to shatter that delusion is a form of persecution for the conspiracist. The most infamous example of how conspiracy theorists can feel persecuted and empowered at the same time is the way it permeated Nazi Germany and neo-Nazi units. Hitler came to power by spreading the theory that the Jews were secretly controlling the world and Germany was persecuted, while at the same time, Germany was destined to control the world in the eyes of the Nazis. I mention this not because I think Anti-Stratfordians are Nazis (how could I watch I Claudius otherwise?), but that conspiracy theories are potentially very dangerous because they foster a self-serving victim mentality where people are constantly looking for someone to blame for their problems and they will sometimes become violent against anyone who challenges them.
Immune to Evidence
One of the most important concepts in law is the notion that someone is ixznnocent until proven guilty. Along those lines, the prima facie, the accepted truth is accepted as truth, until new evidence contradicts it. If you look at the Supreme Court mock trial for the Authorship question back in 1987, that was the conclusion they came to in the end. Though little historical evidence for Shakespeare has survived, there is NO PHYSICAL evidence that contradicts it, so in the interest of prima facie evidence, they ruled for Shakespeare.
Now real conspiracy believers never believe in the merits of contrary evidence. They will just assume it is manufactured or faulty; part of the attempts of those nefarious truth concealers to pull the wool over their eyes.
I’ve seen many people claim that the evidence for conspiracies is not found in documents or in scientific explanation, it’s in some kind of code or cipher or series of clues that only the believers understand. As you’ll see below, some of the most famous Anti-Stratfordians claimed to find hidden codes and ciphers in Shakespeare’s plays that prove that he was concealing his true identity. They will also cite coincidental details like the fact that the crest of Edward DeVere was an eagle shaking a spear, and claim this proves his identity as the true author of the plays. When you see a theory like like this, remember, correlation is not causation. Just because a few bad things happened when a few people said “Macbeth,” does not mean Macbeth is cursed. Some things actually are coincidences and not everything has a dramatic or sinister cause. This brings me to my next point:
The real enemy of conspiracies: Disappointing facts (Spoilers ahead for the movie “Coco”)
Let’s do a little thought experiment: Let’s imagine that you were Miguel from Disney’s Coco, and you discovered that your hero Ernesto Dela Cruz murdered your grandfather Hector, but (unlike in the movie), he actually DID write the songs he said he did. How would you feel about Hector? Would you hope and pray that Ernesto lied and your virtuous grandfather was the real author? Might you even concoct a conspiracy theory to rewrite Ernesto’s history and get Hector celebrated as the real author of “Remember Me?”
I’m not suggesting that Shakespeare is guilty of murder, or any other crime (apart from usury, hoarding grain, and a few minor tax violations). What I’m trying to do is to draw parallels between two men who are icons that are beloved by their hometowns, who created work that resonates with a lot of people.
We all have a tendency to take people we admire and put them on pedestals, (like the quote at the beginning mentions), and many people try to identify with their heroes. This is really easy with Shakespeare because most of the personal details of his life have vanished, so we can imbue him with our own sensibilities. Case in point- when Mya Angelou read Shakespeare’s sonnets as a little girl, she initially thought that he was a black girl. Likewise, Eugene O’Neill and other Irish and Irish American writers have thought he might be been Irish.
Some of the most outrageous anti-Stratfordians clearly have an axe to grind because they have a family connection (real or imagined) to the man they believe to be Shakespeare. In the 19th century, Delia Bacon wanted to prove that the real author of Shakespeare’s plays was the 17th-century poet, philosopher, and essayist, SIR FRANCIS BACON. Ms. Bacon hated Shakespeare because she thought he was an illiterate sheep-poaching commoner. She, therefore, used her theory to hoist Shakespeare off his literary pedestal, and therefore elevate herself because she believed she was descended from Sir Francis (though in reality, she wasn’t).
Rather than using any kind of historical evidence to prove her theory, Ms. Bacon claimed there was an elaborate code hidden in the iambic pentameter. Subsequent literary pseudo-scholars have attempted to hack the code and prove that they can prove that Sir Francis was the real author of the plays. In the late 1800s, American politician and author Ignatius Donnelly appropriated Ms. Bacon’s theory and claimed he had found the code, which rested on the pagination of the First Folio.
Donnelly had a knack for spreading conspiracy theories; as the title page of his book shows, he also authored a book where he claimed he correctly identified the location of the lost city of Atlantis. He also hated Shakespeare because Donnelly believed he was nothing more than a businessman, exploiting the talent of others, so like Bacon, he cooked up these ‘facts’ to suit his theory in order to take Shakespeare down.
Like many conspiracy theories, Anti-Stratfordians don’t have any factual basis for the ideas they hold, they are responding to an emotional need or desire. Donnelly and Bacon wanted fame, recognition, and revenge against a man they hated. J. Thomas Looney, who proposed that the Earl of Oxford wrote Shakespeare, wanted a ‘fairy prince’ that is, a semi-mythical Bard who would lead England into a golden age. All these people were dissatisfied with the man from Stratford, so they created a Shakespeare of their own, and tried to justify his existence.
To briefly sum up why the Bacon/ Donnelly theory is false, it hinges on the page numbers of the Folio, but Shakespeare didn’t print the first Folio. If you look at the title page, it was assembled by two actors from Shakespeare’s company- Henry Condell and John Hemmings, and it was printed by Isaac Jaggard, the same man who printed Shakespeare’s Sonnets in 1609. Writers had no say in how their work was printed and in fact Jaggard actually printed the sonnets without Shakespeare’s permission! The notion that Jaggard had any interest in properly printing a secret code in the pages of his posthumous book seems to me, incredibly unlikely at best.
I’ve adapted a lesson plan about conspiracy theories to include a discussion of the Shakespeare authorship question. I’ll also include a worksheet that you can use in your classroom to distribute among your students if you choose to use it as well. I think it’s a good way to foster critical thinking, scientific reasoning, and historical curiosity, and if it prevents more people from joining Q-Anon, so much the better!
This lesson plan makes use of the Conspiracy Theory Handbook, and it has great, easy to read activities about how to spot a conspiracy theory, how to talk to a conspiracy theorist, and how to avoid being taken in by a conspiracy.
Since Valentines Day is next week, I thought I’d talk a little bit about Shakespeare’s love poems. Every year I try to study a sonnet or two and write one of my own for my wife and my family. So here’s some insight into the sonnets and I hope that this inspires you to read and craft your own love poems.
What Is A Sonnet?
Shakespeare wrote 154 short poems called sonnets.
They are 14 lines long
Each line has 10 syllables, generally in iambic pentameter
12 of the 14 lines are grouped into 3 groups of 4 lines called quatrains
The final two lines are called a rhyming couplet
A little History
The first collection of Shakespeare’s Sonnets was published in 1609, but NOT BY SHAKESPEARE.
We don’t know if this is the order he intended, we don’t know if he intended them to be published, and we DEFINITELY DON”T KNOW IF THEY ARE AUTOBIOGRAPHICAL.
Themes and Ideas
A lot of the sonnets use extended metaphors where the speaker describes his feelings by describing himself as another person, place, or thing. In some sonnets, he’s a painter or looking in a mirror, or an astronomer looking through a telescope or outdoors in nature and something reminds him of the beloved. Most follow a similar theme:
You’re beautiful like… [or] I’m trying to write about you but…
You wil age and die.
TIme and the sonnets
The most pervasive idea in the sonnet is a fight against Time. Time is often personified in the sonnets as being jealous, cruel, cold, unfeeling or petty. Time is also associated with the concept of Death. Like the Grim Reaper, he is the enemy of romantic love because he makes young lovers age and die.
THe BIG BUT..
In most of the sonnets there’s a “But” around the third quatrain (lines 9-12 or thereabouts), which challenges the power of time or Death. For example, the first 8 sonnets basically say: “You will age BUT… you will become immortal if you have children.”
The Young Man sonnets (1-126)
The first 126 sonnets (roughly) are about a young man with blonde hair. Though there is no evidence that the sonnets were autobiographical, many scholars have speculated that he might have been partially inspired by Henry Wriosley, the Earl of Southampton. Shakespeare dedicated two poems to Henry: The Rape of Lucrece and Venus and Adonis, which you can see the title page of here:
When I do count the clock that tells the time,
And see the brave day sunk in hideous night;
When I behold the violet past prime,
And sable curls, all silvered o’er with white;
When lofty trees I see barren of leaves,
Which erst from heat did canopy the herd,
And summer’s green all girded up in sheaves,
Borne on the bier with white and bristly beard,
Then of thy beauty do I question make,
That thou among the wastes of time must go,
Since sweets and beauties do themselves forsake
And die as fast as they see others grow;
And nothing ‘gainst Time’s scythe can make defense
Save breed, to brave him when he takes thee hence
I love this sonnet for its use of alliteration, the use of words that sound the same: “count,” “clock” “tells,” “time,” “green,” “girdled,” etc. The use of “count,” and “clock” in particular makes you imagine the sound of a clock in your head. The sonnet makes you keenly aware of the passage of time, first from the seconds of a ticking clock, then to the changing of the seasons, then at last to the span of a lifetime. This sonnet might not inspire much in terms of feelings, but its technical construction literally works ‘like clockwork.’ If you’re interested in r Elizabethan clocks and other timekeeping instruments, click here for a fascinating blog: https://www.cassidycash.com/did-shakespeare-have-a-clock-part-1-of-5/
Shall I compare thee to a summer's day? Thou art more lovely and more temperate: Rough winds do shake the darling buds of May, And summer's lease hath all too short a date: Sometime too hot the eye of heaven shines, And often is his gold complexion dimmed, And every fair from fair sometime declines, By chance, or nature's changing course untrimmed: But thy eternal summer shall not fade, Nor lose possession of that fair thou ow'st, Nor shall death brag thou wander'st in his shade, When in eternal lines to time thou grow'st, So long as men can breathe, or eyes can see, So long lives this, and this gives life to thee.
I go into detail explaining sonnet 18 in my class: “Love Poetry Shakespeare Style,” but to put it succinctly, this sonnet is famous for talking about the ways the beloved is Better than a summer’s day.
Sonnet 27- “Weary With Toil…
Weary with toil, I haste me to my bed, The dear repose for limbs with travel tired; But then begins a journey in my head To work my mind, when body's work's expired: For then my thoughts--from far where I abide-- Intend a zealous pilgrimage to thee, And keep my drooping eyelids open wide, Looking on darkness which the blind do see: Save that my soul's imaginary sight Presents thy shadow to my sightless view, Which, like a jewel hung in ghastly night, Makes black night beauteous, and her old face new. Lo! thus, by day my limbs, by night my mind, For thee, and for myself, no quiet find.
Not to seem crass, but this sonnet is literally panting with sexual desire. The speaker is exhausted but cannot sleep, with the image of his beloved haunting his thoughts. There are also a few religious allusions too where the speaker calls himself a “pilgrim,” much like Romeo and Juliet in their first meeting in Act I, Scene v. It almost seems like the beloved is both an angel that the speaker wants to bless him, and a succubus or vampire draining him of love and life.
XXIX “When In disgrace…”
Sonnet 29: “When in disgrace With Fortune and men’s eyes
When in disgrace with fortune and men's eyes I all alone beweep my outcast state, And trouble deaf heaven with my bootless cries, And look upon myself, and curse my fate, Wishing me like to one more rich in hope, Featured like him, like him with friends possessed, Desiring this man's art, and that man's scope, With what I most enjoy contented least; Yet in these thoughts my self almost despising, Haply I think on thee, and then my state, Like to the lark at break of day arising From sullen earth, sings hymns at heaven's gate; For thy sweet love remembered such wealth brings That then I scorn to change my state with kings.
Sonnet 118- The “Marriage” Sonnet
Let me not to the marriage of true minds admit impediments.
– Shakespeare, Sonnet 29
Let me not to the marriage of true minds Admit impediments. Love is not love Which alters when it alteration finds, Or bends with the remover to remove: O, no! it is an ever-fixed mark, That looks on tempests and is never shaken; It is the star to every wandering bark, Whose worth's unknown, although his height be taken. Love's not Time's fool, though rosy lips and cheeks Within his bending sickle's compass come; Love alters not with his brief hours and weeks, But bears it out even to the edge of doom. If this be error and upon me proved, I never writ, nor no man ever loved. This sonnet is one of the most famous poems in all of English literature all. In fact, it's quite personally important to me, because my wife recited it to me on my wedding day. It is full of powerful metaphors about how married love is stronger and more resilent than simple lust or infatuation. On my wedding day it was a powerful affirmation that my wife and I will endure age, change, Time, and eventually death, but our love will remain the same.
The Dark Lady Sonnets 127-152
Sonnets 127-152 seem to be collectively addressed to a woman with dark hair, dark skin, and musical talent, who seems to be in a love triangle with the speaker of the sonnets, and someone else. As you can see in this video, many theories have come up to try and expose who she really was, but again, he have no proof that these sonnets were in any way autobiographical.
As far as we know, the Dark Lady sonnets might simply have been a writing exercise for Shakespeare while he was writing Othello and Antony and Cleopatra. I’m not interested in the Dark Lady conspiracy, except for its usefulness for historians to highlight important Elizabethan women. I have to admit that I wouldn’t have known about Emilia Lanier, or the Countess of Pembroke if they hadn’t been roped into the Dark Lady theory. Otherwise, I’m only interested in the Dark Lady sonnets for their poetry and the interesting stories they tell.
In the old age black was not counted fair, Or if it were, it bore not beauty's name; But now is black beauty's successive heir, And beauty slandered with a bastard shame: For since each hand hath put on Nature's power, Fairing the foul with Art's false borrowed face, Sweet beauty hath no name, no holy bower, But is profaned, if not lives in disgrace. Therefore my mistress' eyes are raven black, Her eyes so suited, and they mourners seem At such who, not born fair, no beauty lack, Sland'ring creation with a false esteem: Yet so they mourn becoming of their woe, That every tongue says beauty should look so.
I admit this is a retroactive reading, but Shakespeare has been guilty of equating fair skin with beauty, so it’s nice to see this sonnet, which lends itself to a refutation of that notion. Much like how “Hath not a Jew eyes…” has been appropriated as a plea for tolerance, I hope this sonnet gains popularity as a source of pride for POC.
In the old age black was not counted fair,
Or if it were, it bore not beauty’s name;
But now is black beauty’s successive heir,
And beauty slandered with a bastard shame:
For since each hand hath put on Nature’s power,
Fairing the foul with Art’s false borrowed face,
Sweet beauty hath no name, no holy bower,
But is profaned, if not lives in disgrace.
Therefore my mistress’ eyes are raven black,
Her eyes so suited, and they mourners seem
At such who, not born fair, no beauty lack,
Sland’ring creation with a false esteem:
Yet so they mourn becoming of their woe,
That every tongue says beauty should look so.
How oft when thou, my music, music play’st,
Upon that blessed wood whose motion sounds
With thy sweet fingers when thou gently sway’st
The wiry concord that mine ear confounds,
Do I envy those jacks that nimble leap,
To kiss the tender inward of thy hand,
Whilst my poor lips which should that harvest reap,
At the wood’s boldness by thee blushing stand!
To be so tickled, they would change their state
And situation with those dancing chips,
O’er whom thy fingers walk with gentle gait,
Making dead wood more bless’d than living lips.
Since saucy jacks so happy are in this,
Give them thy fingers, me thy lips to kiss.
My mistress’ eyes are nothing like the sun;
Coral is far more red, than her lips red:
If snow be white, why then her breasts are dun;
If hairs be wires, black wires grow on her head.
I have seen roses damasked, red and white,
But no such roses see I in her cheeks;
And in some perfumes is there more delight
Than in the breath that from my mistress reeks.
I love to hear her speak, yet well I know
That music hath a far more pleasing sound:
I grant I never saw a goddess go,
My mistress, when she walks, treads on the ground:
And yet by heaven, I think my love as rare,
As any she belied with false compare.
I ended with this sonnet, because unlike the previous ones, Shakespeare beautifully shows the frankness and honesty in true love. Shakespeare doesn’t use extravagant praise or pretty metaphors, but instead just says he loves his mistress for who she is. I wish that all of you reading this will find a love that you can enjoy without false comparison, (but then again, what is life without a little poetry in it)?
Happy Valentine’s Day!
I’ve seen four live productions of Romeo and Juliet, (5 if you include West Side Story). I’ve also watched four films (6 if you include West Side Story and Gnomio and Juliet) and one thing that I’ve noticed again and again, and again is that you can tell the whole story of the play with clothing. This is a story about families who are part of opposite factions whose children secretly meet, marry, die, and fuse the families into one, and their clothes can show each step of that journey.
Nearly every story about a conflict or war uses contrasting colors to show the different factions. Sometimes even real wars become famous for the clothes of the opposing armies. The Revolutionary War between the redcoats and the blue and gold Continentals, the American Civil War between the Rebel Grays and the Yankee Bluebellies. In almost every production I’ve ever seen, the feud in Romeo and Juliet is also demonstrated by the opposing factions wearing distinctive clothing.
Historically, warring factions in Itally during the period the original Romeo and Juliet is set, wore distinctive clothes and banners as well. . In this medieval drawing, you can see Italians in the Ghibelline faction, who were loyal to the Holy Roman Empire, fighting the Guelph faction (red cross), who supported the Pope. Powerful families were constantly fighting and taking sides in the Guelf vs. ghibelines conflict in Verona, which might have inspired the Capulet Montegue feud in Romeo and Juliet.
Even the servants of the nobles got roped into these conflicts, and they literally wore their loyalties on their sleeves. The servants wore a kind of uniform or livery to show what household they belonged to. The servants Gregory and Sampson owe their jobs to Lord Capulet, and are willing to fight to protect his honor. Perhaps Shakespeare started the play with these servants to make this distinction very obvious. Here’s a short overview on Italian Liveries from the Metropolitan Museum of Art:
In 1966, director Franco Zepherelli set a trend with his iconic use of color in his movie. He chose to make the Capulets wear warm tones while the Montegues wore blue and silver. Juliet (Olivia Hussey) wore a gorgeous red dress that made her look youthful, passionate, and lovely, while Tybalt (Michael York), wore red, orange, and black to emphasize his anger, and jealousy (which has been associated for centuries with the color orange). By contrast, the Montagues like Romeo (Leonard Whiting) wore blue, making him look peaceful and cool. These color choices not only clearly indicate who belongs to which contrasting factions, but also help telegraph the character’s personalities. Look at the way these costumes make the two lovers stand out even when they’re surrounded by people at the Capulet ball:
Zepherilli’s color choices were most blatantly exploited in the kids film Gnomio and Juliet, where they did away with the names Capulet and Montegue altogether, and just called the two groups of gnomes the Reds and the Blues.
To get Romeo and Juliet to meet and fall in love, Shakespeare gives them a dance scene for them to meet and fall in love. He further makes it clear that when they first meet, Romeo is in disguise. The original source Shakespeare used made the dance a carnival ball, (which even today is celebrated in Italy with masks). Most productions today have Romeo wearing a mask or some other costume so that he is not easily recognizable as a Montague. Masks are a big part of Italian culture, especially in Venice during Carnival:
In the 1996 movie, Baz Luhrman creates a bacchanal costume party, where nobody wears masks but the costumes help telegraph important character points. Mercutio is dressed in drag, which not only displays his vibrant personality but also conveniently distracts everyone from the fact that Romeo is at the Capulet party with no mask on.
Capulet is dressed like a Roman emperor, which emphasizes his role as the patriarch of the Capulet family. Juliet (Claire Danes) is dressed as an angel, to emphasize the celestial imagery Shakespeare uses to describe her. Finally, Romeo (Leonardo DiCaprio) is dressed as a crusader knight because of the dialogue in the play when he first meets Juliet:
Romeo. [To JULIET] If I profane with my unworthiest hand This holy shrine, the gentle fine is this:720 My lips, two blushing pilgrims, ready stand To smooth that rough touch with a tender kiss. Juliet. Good pilgrim, you do wrong your hand too much, Which mannerly devotion shows in this; For saints have hands that pilgrims' hands do touch,725 And palm to palm is holy palmers' kiss. Romeo. Have not saints lips, and holy palmers too? Juliet. Ay, pilgrim, lips that they must use in prayer. Romeo. O, then, dear saint, let lips do what hands do; They pray, grant thou, lest faith turn to despair.730 Juliet. Saints do not move, though grant for prayers' sake. Romeo. Then move not, while my prayer's effect I take. Thus from my lips, by yours, my sin is purged. Juliet. Then have my lips the sin that they have took. Romeo. Sin from thy lips? O trespass sweetly urged!735 Give me my sin again. Juliet. You kiss by the book. Romeo and Juliet, Act I, Scene V, Lines 719-737.
Notice that Romeo calls Juliet a saint, and later an angel in the famous balcony scene, which explains her costume at the ball. Juliet refers to Romoe as a Pilgrim, which is a cheeky comment on his crusader knight costume. In the Crusades, crusader knights made pilgrimages to the holy land, with the hope that God (and presumably, his angels) would forgive their sins. Romeo’s name even means “Pilgrim.” Luhrman makes clever nods to Shakespeare’s text by dressing Romeo and Juliet in this way, and gives the dialogue a bit of a playful roleplay as the characters make jokes about each other’s costumes- Romeo hopes that he will go on a pilgrimage and that this angel will take his sin with a kiss.
In Gnomio and Juliet, the titular characters meet in a different kind of disguise. Rather than going to a dance with their family, they are both simultaneously trying to sneak into a garden and steal a flower, so they are both wearing black, ninja-inspired outfits. Their black clothing helps them meet and interact without fear of retribution from their parents (since they do not yet know that they are supposed to be enemies. The ninja clothes also establishes that for these two gnomes, love of adventure unites them. Alas though, it doesn’t last; Juliet finds out that Gnomio is a Blue, when they both accidentally fall in a pool, stripping their warpaint off and revealing who they are.
Sometimes the dance shows a fundamental difference between the lovers and the feuding factions. West Side Story is a 20th-century musical that re-imagines the feuding families as juvenile street gangs, who like their Veronese counterparts, wear contrasting colors. The Jets (who represent the Montagues) wear Blue and yellow, while the Sharks (Capulets), wear red and black. The gang members continue wearing these colors on the night of the high school dance, except for Tony and Maria (the Romeo and Juliet analogs). In most productions I’ve seen, (including the 2021 movie), these young lovers wear white throughout the majority of the play, to emphasize the purity of their feelings, and their rejection of violence. Thus, unlike Shakespeare’s version of the story, West Side Story makes the lovers unquestionably purer are more peaceful than Shakespeare’s Romeo and Juliet, and their clothing makes this clear.
The Merging of the family
Costume Designer Charlene in the 2006 AU production deliberately had the characters change clothes when they get married. Juliet was wearing the same iconic red dress as Olivia Hussey for the first two acts of the play but then changed into a pale blue gown that matches Romeo. The clothes re-enforce the idea that the marriage represents Romeo and Juliet abandoning their family’s conflicts, and simply showing their true colors.
Another way of getting everyone in the family to subconsciously unite in grief would be to costume everyone wearing black except Romeo and Juliet. At the end of the play, The Capulets are already mourning Juliet, (because she faked her death in Act IV), and the Montegues are already mourning Lady Montegue (who died offstage). Just by these circumstances, everyone could come onstage wearing black, uniting in their grief, which is further solidified when they see their children dead onstage.
Not all productions choose to costume the characters like warring factions, but nevertheless, any theatrical production’s costumes must telegraph something about the characters. In these production slides for a production I worked on in 2012, the costumes reflect the distinct personality of each character and show a class difference between the Montagues and the Capulets.
The 2013 Film: Costumes Done Badly
The 2013 movie is more concerned with showing off the beauty of the actor’s faces, and the literal jewels than the clothes:
Most of the actors and costumes are literally in the dark for most of the film, probably because the film was financed by the Swarofski Crystal company, who literally wanted the film to sparkle. Ultimately, like most jewelry, I thought the film was pretty to look at, but the costumes and cinematography had little utilitarian value. The costumes and visual didn’t tell the story efficiently, but mainly was designed to distract the audience with the beauty of the sets, costumes and the attractive young actors. The only thing I liked was a subtle choice to make Juliet’s mask reminiscent of Medusa, the monster in Greek Myth, who could turn people to stone with a look. I liked that the film was subtly implying that love, at first sight, can be lethal.
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