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Applied Machine
Learning for
Health and Fitness
A Practical Guide to Machine Learning
with Deep Vision, Sensors and IoT
―
Kevin Ashley
Foreword by Phil Cheetham
APPLIED MACHINE
LEARNING FOR HEALTH
AND FITNESS
A PRACTICAL GUIDE TO
MACHINE LEARNING WITH DEEP VISION,
SENSORS AND IOT
Kevin Ashley
money. During the day we would video tape the athletes’ skills, then at night
we would manually digitize the body points and then the next day, show the
coaches and athletes the data and stick figure animations. It was an exciting
time, and this was pioneering technology.
My career continued along this path, and after several years at the USOPC, I
left to form a company called Peak Performance Technologies. We developed
various new motion analysis systems, manual and automatic tracking, with 2D
and 3D analysis, all based on video. The systems were designed for biome-
chanics research and many biomechanics, and kinesiology programs, at univer-
sities purchased them. Our flagship product was a 3D analysis system that
used multiple video cameras to capture data from reflective markers placed
on the joints of the subject. This made tracking much faster than doing it
manually by hand, however, it was still not totally automatic since if a camera
lost track of a marker we would have to go back and manually correct it.
Frustrated by these limitations, my brother Steve and I left Peak and formed
a new company called Skill Technologies. This was in the early 1990s. We had
found a new exciting electromagnetic motion tracking technology. We wrote
new software and again developed research systems for universities. The
exciting thing about this new system was that you could put on the sensors
and see the skeleton figure on the screen moving as you moved in real-time. I
will always remember demonstrating it at an expo when a gentleman walked
by, saw my brother and the skeleton moving synchronously, did a double take,
came back and asked, “Can you do that for golf?” We said yes and developed
a golf swing analysis system to his specifications. That connection led to us
developing the original motion capture software for GolfTec which is now
one of the largest golf swing training companies in the world. Over the next
several years we refined our system, and in the early 2000s met the Titleist
Performance Institute (TPI) founders, Greg Rose and Dave Phillips and cus-
tomized our motion analysis system to produce a full-body, real-time motion
analysis system specifically for golf called AMM 3D. We also branded it as TPI
3D. TPI is still using it today to analyze the swings of many PGA tour pros.
In the early 2010s I had the opportunity to again take a position working for
the USOPC, at what was then the Olympic Training Center in Chula Vista,
California. I took the position as senior sport technologist and worked spe-
cifically with track and field throws events. My job was to discover and imple-
ment technology that would help improve performance and avoid injury.
While based in Chula Vista, I continued studying for my PhD in the same field
as my master’s degree, exercise science with a focus on sport biomechanics.
My goal was to finish the PhD before my sixtieth birthday, and I did, barely. My
dissertation was on the golf swing. It is titled “The Relationship of Club
Handle Twist Velocity to Selected Biomechanical Characteristics of the Golf
Drive”. Basically, I looked at how the twist velocity of the golf club handle
(akin to club face closure rate) affected distance, accuracy, wrist angles and
xii Foreword to AI for Health and Fitness
body posture during the swing. It was published in August 2014 and my sixti-
eth birthday was in October 2014. I just made it!
One of our success stories while working at the training center in Chula Vista
was in the shot put event. We helped two different companies modify their
radar technology and adapt it for measuring the release characteristics of the
shot put. This proved to be a very valuable feedback tool giving us the release
angle, velocity, height, and direction of the shot put immediately after the
throw. All these values also determined exactly what the throw distance
would be. It saved us measuring the distance with a tape measure, but also
told us exactly how steep or flat the throw was, how high they released the
shot put, and how fast it came out of their hand. They now had benchmarks
to achieve on each throw and in each session. Ryan Crouser and Joe Kovacs,
both used the system regularly at training, and at the Rio Olympics in 2016
they won the gold and the silver medals, respectively.
That brings me pretty much up to date and to the time when I met Kevin.
Kevin was visiting the training center with co-workers and we talked about
how we could use sensor technology, specifically inertial measurement units
(IMUs) to measure the important variables that determine the success of a
performance. I introduced Kevin to Cyrus Hostetler a javelin thrower and an
Olympian. Cyrus is very technically inclined and asked if Kevin could develop
a sensor to measure the release characteristics of the javelin throw, the same
as we were doing with the shot put. The radar was unable to do that accu-
rately for the javelin. The javelin is too thin for the radar to track accurately,
at least at that time. Kevin developed a sensor that fit onto the javelin. The
sensor was imbedded in a 3D printed plastic ring that Kevin manufactured. A
very creative solution.
My relationship with Kevin continued and next we collaborated on a project
for diving; a project funded by the U.S. Olympic and Paralympic Foundation’s
Technology and Innovation Fund. This fund is sponsored by donors and
includes several high-level technology executives from Silicon Valley. Its goal is
to maximize the impact and utilization of research and science to put Team
USA athletes on the podium at international competitions and especially the
Olympic Games. The group sponsors high value technology projects in many
different Olympic sports with the goal to improving performance and pre-
venting injury.
The diving project was one of these funded projects. The project was to
develop a sensor that would mount under the end of the springboard. It was
to measure the angle of the board at takeoff, thus giving feedback to the diver
as to how well the springboard was flexed, and hence how well the diver was
performing the takeoff. A prototype was built and tested, and an article was
written for the Microsoft MSDN magazine. An interesting turnabout occurred
in that in order to validate the angles that the sensor was measuring, we used
video. That led us to the realization that in this case we wouldn’t need the
Foreword to AI for Health and Fitness xiii
sensor. We could make the needed measurements from video alone. Excitingly
we had another project underway that was using AI and a single video camera
to generate a stick figure of a diver’s takeoff. It needed now sensors or mark-
ers on the athlete. It uses pose estimation alone to track the diver’s motion.
The ability to measure diving board flexion will be an addition to this
system.
My position as sport technologist evolved into director of sport technology
and innovation, and now I am responsible to help develop technology for all
Olympic sports, and automatic motion capture is a big part of that effort.
Pose estimation and machine learning are now becoming the next frontier for
skill analysis in many sports. As I already discussed, there have been many
technologies to measure motion in the past, but they have all been compli-
cated, and expensive, plus they have required items to be attached to the
athlete; markers, sensors, wires etc. Now with video-based AI, ML and pose
estimation we will be able to analyze an athlete’s motion without putting sen-
sors on them or even touching them. This has been my dream for many years.
This feature is very desirable because it fits into an athlete’s training patterns
without disturbing their flow. That is not to say that we won’t use sensors
anymore, we certainly will, but we will use them judiciously and keep their
number to a minimum.
In recent times the standard paradigm of capturing, storing, calculating and
displaying data all on one laptop has changed. Now it is more typical that the
data is captured and uploaded to the cloud. This is appropriate for two rea-
sons, one, it is more convenient to store and distribute the data to all who
wish to review it, and two, more computing power can be called up as needed.
This is especially relevant when using pose estimation and neural networks
and when converting the data from 2D to 3D.
This book shows how to implement many of the technologies that I have
discussed an in fact developed during my career. It is a tinkerers book. It is for
anyone interested in applications of AI and data science for sports, health and
fitness, and analysis of human motion. If you are an experienced data or sport
scientist or a hobbyist, looking to understand AI better, this book should give
you plenty of inspiration and practical examples that take you on the journey
from the foundation of sports mechanics to machine learning models and
experiments. For a sport practitioner, familiar with biomechanics and kinesi-
ology, this book explains how to use new machine learning tools that can take
your research to the next level. For a data scientist, this book shows applica-
tions and real-life models in computer vision, sensors, and human motion
analysis. Each chapter comes with a notebook with code samples in Python.
The first chapters give a Machine Learning 101 for anyone interested in apply-
ing AI in sports. Chapter 2, Physics of Sports, takes you through the founda-
tions of biomechanics that you can find helpful to create and train machine
learning models: starting with mechanics, kinetics, laws of motion and inertia,
xiv Foreword to AI for Health and Fitness
Getting Started
The noblest pleasure is the joy of understanding.
—Leonardo da Vinci
CHAPTER
Machine
Learning
in Sports 101
I have always been convinced that the only way to get artificial intelligence
to work is to do the computation in a way similar to the human brain.
Getting Started
I don’t know anything about luck, but that the harder I train, the luckier
I get.
—Ingemar Stenmark, World Cup Alpine Ski Racer
In sports and athletics, results are achieved through training and repetition:
machine learning is very similar. To train a skill, a human athlete needs
thousands of repetitions. Training a movement skill for a humanoid robot,
using machine learning methods like reinforcement learning (RL), requires
tens of thousands or millions of iterations.
Machine learning is a relatively new method in sport science, but it’s making
huge advancements and already impacts many areas of sports, from personal
training to professional competitions. For example, the International
Federation of Gymnastics (Figure 1-2) announced that an AI judging system is
about to be introduced to the world of professional competitions about the
same year this book gets published! The system built for judging gymnastics is
based on computer vision, sensors, and many of the same machine learning
principles and research you’ll discover from reading this book.
Applied Machine Learning for Health and Fitness 5
Supervised learning deals with datasets that include labeled data. Typical
tasks for supervised learning include classification, for example, classifying
activities or objects on the image. For supervised learning to work, large
labeled datasets are required with input labels to train models (see Figure 1-3).
Fortunately, you don’t need to do most of image classification from scratch,
datasets such as ImageNet contain tens of millions labeled images, and with
techniques like transfer learning, you could reuse them in your model.
Unsupervised learning doesn’t assume that data is labeled; instead, its goal
is finding similarities in the data, like grouping similar activities (Figure 1-4). It’s
often used for self-organizing dimensionality reduction and clustering, such as
K-means. For example, if you train an unsupervised model with sufficient data
containing images of athletes performing actions in different sports, such a
model should be able to predict what group or sport a given image belongs
to. This method is great if you don’t have a labeled dataset, but sometimes
you have some labels in an unlabeled set: this scenario is often called a
semisupervised problem.
Applied Machine Learning for Health and Fitness 7
Figure 1-6. In classical algorithmic programming, we begin with rules and data to get answers
In machine learning we begin by giving our AI answers and data; the result is
an AI “model” that contains rules that AI learned by observing inputs
(Figure 1-7).
Applied Machine Learning for Health and Fitness 9
Figure 1-7. Machine learning works by training a model with answers and data; the result is
a trained model that contains inferred rules
This looks simple enough, but it represents an entire paradigm shift in our
approach to learning and computer programming. If you think about it,
machine learning sounds almost too easy! In fact, most machine learning
frameworks include only two essential methods: train and predict. The
model needs to be trained, and then it predicts the outcomes.
Without getting deep into computer science, machine learning is certainly a
powerful way to solve complex problems, but it is not a panacea for every
task: understanding where it can help in health and fitness is part of the
reasons for writing this book. Oftentimes, basic statistical methods, such as
finding correlations between data points, regression, and classification, as well
as algorithmic methods can be used, before bringing AI: machine learning
deals specifically with training predictive models. Most machine learning
models today are also not great at generalizing. It means that while they are
trained on a specific set of data, prediction accuracy may drop significantly as
you expand the inputs. With these words of caution, you’ll see that these
models just work in many applications, including sports!
10 Chapter 1 | Machine Learning in Sports 101
Figure 1-8. For chapters with practical code samples, check source code in the note-
books supplied with this book and the video course with detailed walkthroughs at my Web site
http://activefitness.ai
■■ Code tips Check notebooks, corresponding to the chapters you are reading for code samples
and practical projects.
Applied Machine Learning for Health and Fitness 11
Introducing Tools
I already mentioned notebooks and Python being the language of choice for
many data scientists. In this book you’ll go over many practical projects that
use various classic machine learning frameworks, such as scikit-learn, PyTorch,
Keras, and TensorFlow, as well as some specialized frameworks and libraries
such as OpenAI Gym. The idea is to show a sport data scientist a broad range
of tools. Note that for data science, you often need a hardware-accelerated
system, as most of the tools can take advantage and work much faster with
graphics-accelerated processors (Figure 1-9).
Figure 1-9. Learning new methods often requires learning new tools; for machine learning, it
also means appropriate hardware!
12 Chapter 1 | Machine Learning in Sports 101
If you are just beginning with computer science, or if you are an expert, you’ll
find plenty of useful practical projects in this book using a variety of modern
tools. In addition to libraries and tools, a data scientist often needs large
datasets to train models. After playing with your data science project, you
may need to scale your models and deliver them to users. Making your AI
available for apps, bots, and other services shouldn’t be an afterthought. This
book also provides chapters that cover working with the cloud and consuming
your models. Machine learning may be computation intensive, so getting a
graphics processing unit (GPU)-enabled device is a plus: you can also use
cloud-based services from Microsoft Azure, Google, Amazon, and
others (Figure 1-10).
■■ Tools tips For in-depth dive into modern data science tools I used in this book, as well as how
to get started on most code samples, I recommend reading Chapter 3, “Data Scientist’s Toolbox.”
Figure 1-10. Data science can be computation intensive: you’ll need a capable machine with
a GPU to train the model or cloud resources to scale
Applied Machine Learning for Health and Fitness 13
Neural Networks
All you need is lots and lots of data and lots of information about what
the right answer is, and you’ll be able to train a big neural net to do what
you want.
—Geoffrey Hinton
Deep Vision
ImageNet is a dataset of over 15 million labeled high-resolution images
belonging to roughly 22,000 categories.
—Alex Krizhevsky
Deep vision is an area of computer vision that uses deep learning methods.
The earliest information we recorded from the ancient times was visual, from
petroglyphs depicting action scenes dated back almost 30,000 years to ancient
Greek art of the first Olympic Games, first recorded motion pictures, and
finally YouTube with billions of videos. As data scientists, taking advantage of
14 Chapter 1 | Machine Learning in Sports 101
the abundance of picture and video data is a natural step toward understanding
movement and motion in sports. Typically tasks we want to do with deep
vision are:
Figure 1-11. Applying deep vision methods, such as image detection and classification, allows
us to find a surfer and a surfboard on this image (see Part II for practical code examples)
These deep vision tasks provide a foundation for analyzing complex objects,
such as human body in motion. From biomechanics, we know that a physical
model for a human body can be represented as a set of connected joints. Can
deep vision be used to infer human body key points from a picture or video?
To answer this question and demonstrate practical applications, in the chapters
dedicated to computer vision, we’ll cover these methods of applying deep
vision to human body analysis:
Figure 1-12. A more advanced model, detecting joints of the human body (for examples on
body pose estimation, see Part II)
In this book I’ll show you practical projects for detection, classification,
semantic segmentation, object tracking, and body pose estimation, from still
images to video. All these methods can help any sport or data science
practitioner, because image and video data is so abundant. We’ll be using the
same generalized machine learning frameworks like scikit-learn, PyTorch, and
Keras and computer vision libraries such as OpenCV. In chapters of this book
dedicated to deep vision, you’ll learn about tools; datasets, such as Common
Objects in Context (COCO), Sports-1M, and Kinetics; models; and
frameworks, as well as many practical projects for pose estimation, video
action recognition, and applications in sports.
Another Random Document on
Scribd Without Any Related Topics
poetry were also taught there, which was not usual in other Jewish
schools. In the highest departments, the first rabbis, or Chachamim, at
that time Saul Morteira and Isaac Aboab, gave instruction. These two
men, with Manasseh ben Israel and David Pardo, formed the first
rabbinical college. This richly endowed institute became a nursery for
the training of rabbis for the Amsterdam community and its daughters
in Europe and America. From it pupils went forth who labored in wider
spheres; among whom may be mentioned, for the sake of contrast,
the confused Kabbalist Moses Zacuto and the clear-headed Baruch
Spinoza.
It was a misfortune for the Amsterdam community that its first
spiritual guides, who exercised remarkable influence, were possessed
of only mediocre talents, in some degree lacked mental poise. With the
vast resources which this first Dutch community had at command, with
the fund of culture characterizing its members, and their devotion to
Judaism, its leaders might have brought about remarkable results, if
they had possessed more independence, profounder intellect, and
greater genius. The first Amsterdam rabbinical college had nothing of
all this. David Pardo appears to have been of very little importance.
Saul Levi Morteira (born about 1596, died 1660) was not even a
distinguished preacher; his colleagues, Aboab and Manasseh ben
Israel, far outshone him. His sermons, the only printed productions of
his literary activity, have a philosophical complexion, but no depth of
thought. Morteira followed the broad, beaten paths, repeating what
had been thought and pointed out before him. Even in rabbinical
learning he had no mastery, and was not considered an authority by
contemporary Talmudists. His colleague, Isaac Aboab de Fonseca (born
1606, died 1693), was even less distinguished. He, also, was a
Portuguese by descent, and, it seems, came to Amsterdam as a child
with his mother, who was fifty years old at his birth. He was trained
under Isaac Uziel, and acquired from him pulpit eloquence, if that can
be learnt. Aboab became an excellent and beloved preacher. His style
of speaking has been very well described by Antonio Vieira of Lisbon, a
wise Jesuit, possessed of goodwill towards Jews. When once in
Amsterdam, he heard Aboab and Manasseh ben Israel preach, and
when asked how he liked them, he replied: "The one (Manasseh) says
what he knows, and the other knows what he says." But a well-
arranged, impressive, attractive sermon is not always the fruit of solid
knowledge and clear conviction. At any rate, it was not with Aboab. In
character he was vacillating, submissive to the influence of others,
open to flattery, hence not independent. To this man was given the
control of the Amsterdam community for nearly seventy years. Aboab
was superstitious like the multitude, and, instead of leading, was led.
Far more distinguished was Manasseh ben Israel (born 1604, died
1657), a child of the Amsterdam community, to which his father had
come broken down by the torture of the Inquisition, and robbed of all
his property. Young Manasseh, eager for learning, was trained under
Isaac Uziel, and while his knowledge of the Bible and the Talmud did
not attain to perfect mastery, it was extensive and ready. Directed by
his personal circumstances to the study of ten languages—including
Portuguese as his mother tongue, and Latin as the literary language—
Manasseh learnt to express himself in speech and writing with more or
less perfection in all these languages and in an elevated style. A ready
speaker by nature, he educated himself as a preacher, displaying all
the lights and shadows of his profession. He became a prolific writer,
and, though he died young, performed incomparably more than his
colleagues. In the case of this amiable man, who rendered essential
service to Judaism, we should not take the part of severe critics, nor
inquire how large a share enthusiasm and a certain vanity had in his
work. But history is a stern judge. What his contemporaries admired in
Manasseh was not his profound intellect, nor his overpowering, far-
reaching greatness, but his quiet, yielding, modest behavior, and his
simple nature. He correctly and briefly described himself without
under- or over-estimation: "I rejoice in the modest though happy
talent of being able to describe, with a certain degree of order, the
objects that the will presents to the mind." He brought no great and
fruitful thoughts into the world, but fostered the intellectual offspring
of others, treating them as his own. He knew rather than thought
much. Although familiar with profane literature and Christian theology,
he clung firmly not only to traditional Judaism, as represented by the
rabbinical system, but also to the Kabbala, and, like his less educated
colleagues, regarded every word in the Talmud and the Zohar as a
profound truth. Like others, Manasseh ben Israel was subject to
superstitions, which had a strong influence over him, and spurred on
his will.
Such was the character of the men called to guide and instruct the
young, ignorant, catholicizing, and tractable Amsterdam community.
Great power was in their hand. Important affairs were discussed and
decided at the public sittings of the rabbis (Maamad) with the trustees
elected by the members. In religious matters the Chachamim alone
decided, because the laity did not trust their own judgment. The
decisions of the rabbis were binding on the members. Nobody might
oppose them, because the government had a despotic character. The
authorities allowed the board of trustees and the college of rabbis full
liberty to inflict spiritual penalties on disobedient members. Of this
liberty and this power the leaders made only too extensive a use. They
had brought from Spain mischievous zeal in maintaining the faith pure
and uprooting heresy. The Amsterdam rabbis introduced the innovation
of bringing religious opinions and convictions before their judgment-
seat, of constituting themselves a sort of inquisitional tribunal, and
instituting autos-da-fé, which, even if bloodless, were not less painful
to the sufferers. The character and organization of the largest
Portuguese community in Europe had a powerful influence on the
course of Jewish history. Branch communities were formed, which took
for their model not only the organization, dignity, devoted piety, and
benevolence, but also the follies and perversities, of their mother. The
second community on Dutch soil was gradually formed at Rotterdam.
Two brothers, as pious as wealthy, Abraham and David Pinto, laid the
foundation of this community, and elected as Chacham and principal of
the institute which they founded (Jesiba de los Pintos), a young man,
Josiah Pardo, son of David Pardo, and son-in-law of Morteira, who,
however, did not distinguish himself.
In Haarlem, also, the Jews were on the point of obtaining
permission to settle. The Humanists and favorers of toleration, like
Joseph Scaliger, the prince of philologists, were already rejoicing; but,
in the end, intolerance prevailed, and nothing came of the movement.
Instead, Portuguese communities arose in North Germany beyond the
sea, and gradually in other cities of the Netherlands.
In Hamburg an important colony of the Amsterdam community
was next formed. But there were difficulties in overcoming German
prejudices and German pedantry. Against the advantages arising from
the settlement of wealthy and intelligent Jews, which the Amsterdam
people had quickly comprehended, the Hamburg citizens struggled
hand and foot. For the fierce Lutherans it was an abomination to have
Jews in their midst. A Jewish jeweler named Isaac, from Salzuflen, in
Lippe, with twelve of his co-religionists, who were compelled to go in
search of a new home, made an attempt to settle in Hamburg. He
presented a petition to the senate to receive them for twelve years,
offering the sum of 9,000 marks and a yearly tax of 400 marks. The
negotiator, Isaac, exhaustively set forth all possible reasons for the
reception of Jews, and declared that they were willing to submit to any
conditions. He adduced that Jews were tolerated not only in Catholic,
but also in evangelical countries, both in the West, at Frankfort and
Worms, and in northern Germany, in Hanover, Minden, Hildesheim,
Göttingen, Norden, Dortmund, Hamm, Lippe, and Emden. All was in
vain. Hamburg, then delighting in popish quarreling about orthodoxy
and heresy, refused a home to Jews.
It is curious that Hamburg, at the very time when it so strongly
opposed the temporary admission of Jews, harbored some in its midst
without being aware of it. With these, under the mask of Portuguese
papists, orthodox Christians had daily intercourse. Marrano fugitives
had escaped from the Inquisition, settled in the North German free
Hanse town, and passed as Portuguese "traders." Hearing that their
brethren in Amsterdam, with whom they were in communication,
openly professed Judaism, and were tolerated, they also lifted their
mask, and wished to be recognized as Jews, but continued to have
their children baptized. The strict Lutheran citizens raised a loud
outcry, and demanded of the senate that the wealthy Jews who had
been driven from Portugal and other places should be got rid of, and
not be tolerated. But to this the senate did not like to accede; they felt
shame at treating these Portuguese of noble demeanor and intelligent
character as vagrants or Jews. To the secret Jews of Hamburg there
belonged at that time the beloved and much-sought physician, Rodrigo
de Castro (born about 1560 at Lisbon, died 1627 or 1628), who, in the
violence of the pestilence, hastened with self-sacrifice to the bedsides
of those stricken by the plague, and saved the lives of many. De Castro
was also a skillful physician for women, and won the favor of the
weaker sex, strong in sympathy and antipathy. Able physicians were
not numerous, especially not in North Germany. Other "Portuguese,"
as the disguised Marranos in Hamburg called themselves, and were
called, possessed capital, or, as agents, conducted important business
for Spanish or Portuguese houses. In short, it did not seem practicable
to send these Portuguese away. The senate, therefore, at first put off
the citizens with an official denial that there were Jews among them;
and afterwards admitted the presence of a smaller number than was
correct—about seven Portuguese Jews "who have fire and smoke
here," i.e., households. But the Lutheran clergy in Hamburg behaved
most intolerantly, excited people against the Portuguese Jews, and
charged the senate with neglect of duty. That body, which guarded
only the commercial interests, did not care to dispense with the Jews,
but being unwilling to burden its conscience, or rather to incur the
reproach of unchristian feeling, turned from the Hamburg clergy—the
ministry—to a higher court, the theological faculties of Frankfort-on-
the-Oder and Jena. The theological grounds of which the senate
availed itself for the toleration of Jews are very ridiculous, and prove
the ossification of Lutheranism at that time. The judgment of the
Frankfort faculty proceeds upon these grounds, and indulges the hope
that the Portuguese Jews—who for the sake of their convictions had
given up honors, fortune, and a beloved home—would be converted to
Christianity in Hamburg. The decision of the Jena faculty looks as if a
professor of Dominican theology of a century before, in the time of
Hoogstraten, had written it, and as if the index on the dial of history
had stood still. Like the intolerant papists, the Lutheran theological
faculty wished to compel Jews to listen to Christian preaching.
The senate, sufficiently protected on the ecclesiastical side by
these two judgments, in February, 1612, with restrictions growing out
of the German spirit or the German narrow-mindedness of that time,
granted the Portuguese Jews free residence in Hamburg, avoiding a
consideration of the consequences on both sides with pedantic
scrupulousness. They really became protected Jews (Schutz-juden),
who had to pay an annual charge or protection fee of 1,000 marks.
They were not allowed to have synagogues, or private religious service
according to Jewish customs, or to practice circumcision, but they
might bury their dead in a cemetery of their own at Altona. There were
then in Hamburg 125 adults of Marrano descent, among whom were
ten capitalists, two physicians, and three artisans. It was an important
article in the agreement that new-comers might obtain admission, "if
the high and wise council found their qualifications of such a nature
that it had no objection to take them under its protection." Thus the
young, semi-tolerated Hamburg community grew from year to year,
and within a decade several capitalists were added. The increase of
the community through the accession of such settlers, admitted openly
as Jews, no longer disguised as Portuguese, in 1617 rendered
necessary a fresh agreement with the senate, enlarging their privileges
in commercial respects, but diminishing them in point of citizenship.
They could not possess houses or land, and had to dispose of any they
might own. Exception was made in favor of the physician, Rodrigo de
Castro, in consideration of his faithful services of many years, but even
he could not bequeath his house to an heir.
The more the Portuguese Jews, by their capital and business
connections, gained weight with commercial men in the senate, the
more they broke through the boundaries drawn by narrow-minded
legislation. When the bank at Hamburg, to which this city owed its
commercial prosperity, was founded (1619–1623), no less than twelve
Jewish capitalists supported it with their funds and efforts, as the
Amsterdam Portuguese had done at the formation of the Dutch
companies trading beyond the sea. The Portuguese Jewish settlers
alone founded the important trade of Hamburg with Spain and
Portugal. Hence they might assume that the senate, which held the
reins of government, would connive at violations of the articles. They
were especially anxious to be permitted to assemble for public
worship, and this was directly forbidden. Relying on their
indispensability, they quietly erected a synagogue in about 1626. It
was Elihu Aboab Cardozo who risked this venture. They named it
Talmud Torah, and appointed as Chacham, Isaac Athias, of
Amsterdam, a disciple of Isaac Uziel.
This probably simple synagogue, consisting of two large rooms,
caused wide dissension, and produced much bitterness. Emperor
Ferdinand II, the terror of the Protestants, indignant that the arch-
Lutheran city on the Elbe would not allow Catholics to build a church,
sent a threatening letter to the senate, July 28th, 1627, because for
the sake of trade a synagogue was openly permitted to Jews, while
Roman Catholics were forbidden the exercise of their religion. Nothing
more was needed to excite the Lutheran fanatics. If free exercise of
their religion was granted to Jews, it must also be granted to Catholics,
and even to Calvinists, they said. A frightful consequence indeed!
When the ministry, or spiritual assembly, which had great power in
Hamburg, reproached the senate on account of the violation of articles
in the agreement with the Jews, and that body in turn arraigned the
Jews, the latter declared that they had no synagogue, merely a place
of meeting to read the Law of Moses, the Psalms, the Prophets, and
other books of the Old Testament; if they prayed there, it was only for
the welfare of the city and the government. The senate proceeded no
further, because the Jews threatened that, in case they were denied
the worship of God, they would leave Hamburg in a body, and transfer
their capital and business connections to a neighboring place. That
argument prevailed. But the clergy demanded nothing less than that a
Christian rabbi be appointed to preach Christianity to Jews in the
synagogue, or elsewhere. The physicians also viewed with indignation
the popularity of their Jewish colleagues, and sought to bring not only
them, but Jews generally, under suspicion, and stirred up the people
against them.
But the community grew in prosperity from year to year, and the
senate gladly received those who came with capital and business
connections. Even if the descriptions by John Miller, the arch-foe of the
Jews, appear exaggerated, yet an idea may be gathered from them of
the wealth of the Portuguese Jews of Hamburg. "They strut along
adorned with gold and silver, costly pearls, and precious stones. At
their weddings they eat and drink from silver ware, and drive in such
carriages as become only persons of exalted rank, and, moreover, have
outriders and a large following." The extremely rich Texeira family,
settled in Hamburg, lived in princely luxury. The founder of this
banking house, Diego Texeira de Mattos, was called in Hamburg, like
Joseph of Naxos in Constantinople, "the rich Jew." He was of
Portuguese descent, bore a title of high nobility, and had previously
been Spanish resident in Flanders. Over seventy years of age, he
underwent the operation of circumcision in order to become a Jew in
reality. By means of his wealth, and his connections with both the
nobility and capitalists, Diego Texeira could play the aristocrat. He
drove in a carriage lined with satin, and had liveried servants.
The Portuguese Jews already had three synagogues, the second
built by Abraham Aboab Falero, the third by David de Lima. A German
community, also, had gradually assembled at Hamburg, and built a
house of prayer. And were the faithful followers of Luther to behold it
calmly, although almost on his death-bed he had ordered the Jews to
be treated as gypsies, and the tongues of the rabbis to be cut out?
The Hamburg pastors could not endure it, they pressed the senate,
and stirred up the citizens to withdraw even this small amount of
religious toleration. Among them stood forth an arch-bigot, John Miller,
senior at St. Peter's church, a Protestant inquisitor and chief
persecutor, an abusive man given to scandal, who cast aspersions
upon his reverend brethren from the pulpit and in libelous writings.
With this virulent pastor, who considered himself a pillar of Lutheran
orthodoxy, it was a matter of conscience thoroughly to hate and
humiliate the Jews. In writing and in talking, in the pulpit and in the
circle of his disciples, in private conversation and in official addresses,
his favorite theme was the Jews and their humiliation. Everything in
the Jews vexed him: their joy and feasting on Purim, their mourning
on the anniversary of the destruction of the Temple, their dress, their
friendship with Christians, and their funerals. The bigot was not wrong
on some points, as, for instance, his censure of the hereditary failing
of the Portuguese Marranos, as illustrated in their misconduct with
Christian women, and of the way in which some of them challenged
Christianity. A Jewish author (Jacob Jehuda Leon?) had composed a
work entitled "Colloquium Middelburgense," a Latin dialogue between
a rabbi and a Christian on the value or worthlessness of Christian
doctrines, the gospels, and the ecclesiastical writings, in which the
weak points of Christianity were laid bare. Miller composed a defense,
or rather a libel, entitled, Judaism, or the Jewish Doctrine, a full
account of the Jewish people's unbelief, blindness, and obduracy
(1644). This was dictated neither by the Holy Ghost nor by Christian
love. Luther's virulent language against Jews seemed an undeniable
revelation to the pastor. Out of it spoke Lutheranism, pure and
unadulterated, which had as little heart as the popery attacked by it,
and the essence of which consisted of dry formulas of belief. Miller's
absurdity and uncharitableness are not his own; they are part and
parcel of the corrupt Lutheran church of the time. Three theological
faculties, the arch-Lutheran faculty of Wittenberg, and those of
Strasburg and Rostock, in reply to Miller's inquiry, decided that Jewish
physicians should never be admitted to Christian patients. Thus, in the
face of the seventeenth century, when the Thirty Years' War was
teaching toleration with an iron rod, the leaders of Lutheranism were
issuing a new edition of the decrees of the Visigothic councils against
Jews. But, after all, times had changed. Christian IV, king of Denmark,
Schleswig and Holstein, next to Gustavus Adolphus the champion of
the Protestants, to whom Miller dedicated his book, had appointed
Benjamin Musaphia, a Jewish physician, his medical attendant.
Even in Hamburg Miller's fanatical zeal did not meet with great
success. The citizens gradually got accustomed to Jews, and learnt to
respect them. Some of them were appointed business agents or
residents even by high Catholic potentates. The king of Portugal first
appointed Duarte Nuñes da Costa, and then Jacob Curiel, as his
agents, and his Catholic majesty, Philip IV, elevated Immanuel Rosales,
a Jewish author of Portuguese descent, to the dignity of count
palatine. The Portuguese Jews, in general more favorably situated than
their German brethren, felt so happy at Hamburg, that they called it
their "little Jerusalem."
A colony of the Amsterdam mother-community was formed in
Brazil, South America, discovered and peopled by Portuguese, and a
number settled in the town of Pernambuco. Thither the Portuguese
government had often transported Jewish offenders, i.e., Marranos,
whom it did not wish to deliver to the burning-pile, together with
prostitutes, and other rabble. These disgraced Marranos assisted the
Dutch in conquering Brazil, which became a Dutch colony, with a
Stadtholder of its own, the intelligent John Maurice, of Nassau (1624–
1636). Connections were immediately established between the
Amsterdam and the Brazilian community, which threw off the mask of
Christianity, and was almost spoilt by the favor of the Dutch. The Jews
at Recife, near Pernambuco, called themselves "the holy community"
(Kahal Kados), and had a governing body consisting of David Senior
Coronel, Abraham de Moncado, Jacob Mucate, and Isaac Cathunho.
Several hundred Amsterdam Portuguese, either by invitation, or of
their own accord, sailed to Brazil to form business connections with the
colony, and took with them the Chacham Isaac Aboab. He was the first
Brazilian rabbi, settling probably at Recife. At Tamarica a community
was formed, which had its own Chacham, Jacob Lagarto, the first
Talmudical author in South America. Of course, the Brazilian Jews
enjoyed perfect equality of rights with other citizens, for they rendered
the Dutch essential services as advisers and warriors. When the native
Portuguese, who bore the yoke of the Dutch impatiently, formed a
conspiracy to get rid of the Dutch authorities at a banquet in the
capital, and attack the colony bereft of government, a Jew gave
warning, and saved the colony from certain destruction. Later, in 1646,
when open war broke out between the Portuguese and the Dutch, and
the garrison of Recife, exhausted by famine, was on the point of
surrendering unconditionally, the Jews encouraged the governor to
brave resistance.
A fanatical war of race and religion between the Portuguese and
the Dutch devastated fair Brazil, and a famine ensued. The Jews vied
with the Dutch in suffering and bravery. Isaac Aboab, the Chacham of
the Brazil community, paints the sufferings of the war, which he
himself endured, in lurid colors:
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