Leon Trotsky was born Lev Davidovich Bronstein to David Leontyevich Bronstein (1847-1922) and Anna Lvovna (née Zhivotovskaya, 1850-1910) on 7 November 1879, the fifth child of a Ukrainian-Jewish family of wealthy farmers in Yanovka or Yanivka, in the Kherson governorate of the Russian Empire (now Bereslavka, in Ukraine), a small village 24 kilometres (15 mi) from the nearest post office. His father, David Leontyevich, had lived in Poltava, and later moved to Bereslavka, as it had a large Jewish community. The language spoken at home was a mixture of Russian and Ukrainian (known as Surzhyk). Trotsky’s younger sister, Olga, who also grew up to be a Bolshevik and a Soviet politician, married the prominent Bolshevik Lev Kamenev.

Trotsky became involved in revolutionary activities in 1896 after moving to the harbor town of Nikolayev (now Mykolaiv) on the Ukrainian coast of the Black Sea. At first a narodnik (revolutionary agrarian socialist populist), he initially opposed Marxism but was won over to Marxism later that year by his future first wife, Aleksandra Sokolovskaya. Instead of pursuing a mathematics degree, Trotsky helped organize the South Russian Workers’ Union in Nikolayev in early 1897. Using the name “Lvov”, he wrote and printed leaflets and proclamations, distributed revolutionary pamphlets, and popularized socialist ideas among industrial workers and revolutionary students.

In January 1898, more than 200 members of the union, including Trotsky, were arrested. He was held for the next two years in prison waiting trial, first in Nikolayev, then Kherson, then Odessa, and finally in Moscow. In the Moscow prison, he came into contact with other revolutionaries, heard about Lenin and read Lenin’s book, The Development of Capitalism in Russia. Two months into his imprisonment, on 1–3 March 1898, the first Congress of the newly formed Russian Social Democratic Labor Party (RSDLP) was held. From then on Trotsky identified as a member of the party.

In Siberia, Trotsky studied philosophy. He became aware of the differences within the party, which had been decimated by arrests in 1898 and 1899. Some social democrats known as “economists” argued that the party should focus on helping industrial workers improve their lot in life and were not so worried about changing the government. They believed that societal reforms would grow out of the worker’s struggle for higher pay and better working conditions. Others argued that overthrowing the monarchy was more important and that a well-organized and disciplined revolutionary party was essential. The latter position was expressed by the London-based newspaper Iskra, (The Spark,) which was founded in 1900. Trotsky quickly sided with the Iskra position and began writing for the paper.

In the meantime, after a period of secret police repression and internal confusion that followed the First Congress of the Russian Social Democratic Labour Party in 1898, Iskra succeeded in convening the party’s Second Congress in London in August 1903. Trotsky and other Iskra editors attended. The first congress went as planned, with Iskra supporters handily defeating the few “economist” delegates. Then the congress discussed the position of the Jewish Bund, which had co-founded the RSDLP in 1898 but wanted to remain autonomous within the party.

In 1900, he was sentenced to four years in exile in Siberia. Because of their marriage, Trotsky and his wife were allowed to be exiled to the same location in Siberia. They were exiled to Ust-Kut and the Verkholensk in the Baikal Lake region of Siberia. They had two daughters, Zinaida (1901 – 5 January 1933) and Nina (1902 – 9 June 1928), both born in Siberia.

In late 1902, Trotsky met Natalia Sedova (1882 – 1962), who soon became his companion. They married in 1903, and she was with him until his death. They had two children together, Lev Sedov (24 February 1906 – 16 February 1938) and Sergei Sedov (21 March 1908 – 29 October 1937), both of whom would predecease their parents. Regarding his sons’ surnames, Trotsky later explained that after the 1917 revolution:

Unknown to Trotsky, the six editors of Iskra were evenly split between the “old guard” led by Plekhanov and the “new guard” led by Lenin and Martov. Plekhanov’s supporters were older (in their 40s and 50s), and had spent the previous 20 years together in exile in Europe. Members of the new guard were in their early 30s and had only recently emigrated from Russia. Lenin, who was trying to establish a permanent majority against Plekhanov within Iskra, expected Trotsky, then 23, to side with the new guard. In March 1903 Lenin wrote:

Shortly after that, the pro-Iskra delegates split into two factions. Lenin and his supporters, the Bolsheviks, argued for a smaller but highly organized party, while Martov and his supporters, the Mensheviks, argued for a more massive and less disciplined party. In a surprise development, Trotsky and most of the Iskra editors supported Martov and the Mensheviks, while Plekhanov supported Lenin and the Bolsheviks. During 1903 and 1904, many members changed sides in the factions. Plekhanov soon parted ways with the Bolsheviks. Trotsky left the Mensheviks in September 1904 over their insistence on an alliance with Russian liberals and their opposition to a reconciliation with Lenin and the Bolsheviks.

From 1904 until 1917, Trotsky described himself as a “non-factional social democrat”. He worked between 1904 and 1917, trying to reconcile different groups within the party, which resulted in many clashes with Lenin and other prominent party members. Trotsky later maintained that he had been wrong in opposing Lenin on the issue of the party. During these years, Trotsky began developing his theory of permanent revolution and developed a close working relationship with Alexander Parvus in 1904–07.

The unrest and agitation against the Russian government came to a head in Saint Petersburg on 3 January 1905 (Julian Calendar), when a strike broke out at the Putilov Works in the city. This single strike grew into a general strike, and by 7 January 1905, there were 140,000 strikers in Saint Petersburg.

Following the events of Bloody Sunday, Trotsky secretly returned to Russia in February 1905, by way of Kyiv. At first he wrote leaflets for an underground printing press in Kyiv, but soon moved to the capital, Saint Petersburg. There he worked with both Bolsheviks, such as Central Committee member Leonid Krasin, and the local Menshevik committee, which he pushed in a more radical direction. The latter, however, were betrayed by a secret police agent in May, and Trotsky had to flee to rural Finland. There he worked on fleshing out his theory of permanent revolution.

On 19 September 1905, the typesetters at the Ivan Sytin’s printing house in Moscow went out on strike for shorter hours and higher pay. By the evening of 24 September, the workers at 50 other printing shops in Moscow were also on strike. On 2 October 1905, the typesetters in printing shops in Saint Petersburg decided to strike in support of the Moscow strikers. On 7 October 1905, the railway workers of the Moscow–Kazan Railway went out on strike. Amid the resulting confusion, Trotsky returned from Finland to Saint Petersburg on 15 October 1905. On that day, Trotsky spoke before the Saint Petersburg Soviet Council of Workers Deputies, which was meeting at the Technological Institute in the city. Also attending were some 200,000 people crowded outside to hear the speeches—about half of all workers in Saint Petersburg.

After his return, Trotsky and Parvus took over the newspaper Russian Gazette, increasing its circulation to 500,000. Trotsky also co-founded, together with Parvus and Julius Martov and other Mensheviks, “Nachalo” (“The Beginning”), which also proved to be a very successful newspaper in the revolutionary atmosphere of Saint Petersburg in 1905.

However, since his election, he proved to be very popular with the workers in spite of the Bolsheviks’ original opposition to him. Khrustalev-Nosar became famous in his position as spokesman for the Saint Petersburg Soviet. Indeed, to the outside world, Khrustalev-Nosar was the embodiment of the Saint Petersburg Soviet. Trotsky joined the Soviet under the name “Yanovsky” (after the village he was born in, Yanovka) and was elected vice-chairman. He did much of the actual work at the Soviet and, after Khrustalev-Nosar’s arrest on 26 November 1905, was elected its chairman. On 2 December, the Soviet issued a proclamation which included the following statement about the Tsarist government and its foreign debts:

The following day, the Soviet was surrounded by troops loyal to the government and the deputies were arrested. Trotsky and other Soviet leaders were tried in 1906 on charges of supporting an armed rebellion. On 4 October 1906 he was convicted and sentenced to internal exile to Siberia.

While en route to exile in Obdorsk, Siberia, in January 1907, Trotsky escaped at Berezov and once again made his way to London. He attended the 5th Congress of the RSDLP. In October, he moved to Vienna, Austria-Hungary. For the next seven years, he often took part in the activities of the Austrian Social Democratic Party and, occasionally, of the German Social Democratic Party.

In October 1908 he was asked to join the editorial staff of Pravda (“Truth”), a bi-weekly, Russian-language social democratic paper for Russian workers, which he co-edited with Adolph Joffe and Matvey Skobelev. It was smuggled into Russia. The paper appeared very irregularly; only five issues were published in its first year.

A majority of Bolsheviks controlled the Central Committee in 1910. Lenin agreed to the financing of “Pravda” but required a Bolshevik to be appointed as co-editor of the paper. When various Bolshevik and Menshevik factions tried to re-unite at the January 1910 RSDLP Central Committee meeting in Paris over Lenin’s objections, Trotsky’s Pravda was made a party-financed ‘central organ’. Lev Kamenev, Trotsky’s brother-in-law, was added to the editorial board from the Bolsheviks, but the unification attempts failed in August 1910. Kamenev resigned from the board amid mutual recriminations. Trotsky continued publishing Pravda for another two years until it finally folded in April 1912.

Soviet policy toward the Chinese Revolution became the ideological line of demarcation between Stalin and the United Opposition. The Chinese Revolution began on 10 October 1911, resulting in the abdication of the Chinese Emperor, Puyi, on 12 February 1912. Sun Yat-sen established the Republic of China. In reality, however, the Republic controlled very little of the country. Much of China was divided between various regional warlords. The Republican government established a new “nationalist people’s army and a national people’s party” — the Kuomintang. In 1920, the Kuomintang opened relations with Soviet Russia. With Soviet help, the Republic of China built up the nationalist people’s army. With the development of the nationalist army, a Northern Expedition was planned to smash the power of the warlords of the northern part of the country. This Northern Expedition became a point of contention over foreign policy by Stalin and Trotsky. Stalin tried to persuade the small Chinese Communist Party to merge with the Kuomintang (KMT) Nationalists to bring about a bourgeois revolution before attempting to bring about a Soviet-style working class revolution.

The Bolsheviks started a new workers-oriented newspaper in Saint Petersburg on 22 April 1912 and also called it Pravda. Trotsky was so upset by what he saw as a usurpation of his newspaper’s name that in April 1913, he wrote a letter to Nikolay Chkheidze, a Menshevik leader, bitterly denouncing Lenin and the Bolsheviks. Though he quickly got over the disagreement, the message was intercepted by the Russian police, and a copy was put into their archives. Shortly after Lenin’s death in 1924, the letter was found and publicized by Trotsky’s opponents within the Communist Party to portray him as Lenin’s enemy.

In January 1912, the majority of the Bolshevik faction, led by Lenin, as well as a few defecting Mensheviks, held a conference in Prague and decided to break away from the Russian Social Democratic Labour Party, and formed a new party, the Russian Social Democratic Labour Party (Bolsheviks). In response, Trotsky organized a “unification” conference of social democratic factions in Vienna in August 1912 (a.k.a. “The August Bloc”) and tried to re-unite the Bolsheviks and Mensheviks into one party. The attempt was generally unsuccessful.

In Vienna, Trotsky continuously published articles in radical Russian and Ukrainian newspapers, such as Kievskaya Mysl, under a variety of pseudonyms, often using “Antid Oto”. In September 1912, Kievskaya Mysl sent him to the Balkans as its war correspondent, where he covered the two Balkan Wars for the next year. While there, Trotsky chronicled the ethnic cleansing carried out by the Serbian army against the Albanian civilian population. He became a close friend of Christian Rakovsky, later a leading Soviet politician and Trotsky’s ally in the Soviet Communist Party. On 3 August 1914, at the outbreak of World War I, in which Austria-Hungary fought against the Russian Empire, Trotsky was forced to flee Vienna for neutral Switzerland to avoid arrest as a Russian émigré.

As a war correspondent for the Kievskaya Mysl, Trotsky moved to France on 19 November 1914. In January 1915 in Paris, he began editing (at first with Martov, who soon resigned as the paper moved to the left) Nashe Slovo (“Our Word”), an internationalist socialist newspaper. He adopted the slogan of “peace without indemnities or annexations, peace without conquerors or conquered.” Lenin advocated Russia’s defeat in the war and demanded a complete break with the Second International.

Trotsky attended the Zimmerwald Conference of anti-war socialists in September 1915 and advocated a middle course between those who, like Martov, would stay within the Second International at any cost and those who, like Lenin, would break with the Second International and form a Third International. The conference adopted the middle line proposed by Trotsky. At first opposed, in the end Lenin voted for Trotsky’s resolution to avoid a split among anti-war socialists.

On 31 March 1916, Trotsky was deported from France to Spain for his anti-war activities. Spanish authorities did not want him and deported him to the United States on 25 December 1916. He arrived in New York City on 13 January 1917. He stayed for nearly three months at 1522 Vyse Avenue in The Bronx. In New York he wrote articles for the local Russian language socialist newspaper, Novy Mir, and the Yiddish-language daily, Der Forverts (The Jewish Daily Forward), in translation. He also made speeches to Russian émigrés.

Trotsky was living in New York City when the February Revolution of 1917 overthrew Tsar Nicholas II. He left New York on 27 March 1917, but his ship, the SS Kristianiafjord, was intercepted by British naval officials in Canada at Halifax, Nova Scotia. He was detained for a month at Amherst Internment Camp in Nova Scotia. While imprisoned in the camp, Trotsky established an increasing friendship with the workers and sailors amongst his fellow inmates, describing his month at the camp as “one continual mass meeting”.

Trotsky’s speeches and agitation incurred the wrath of German officer inmates who complained to the British camp commander, Colonel Morris, about Trotsky’s “anti-patriotic” attitude. Morris then forbade Trotsky to make any more public speeches, leading to 530 prisoners protesting and signing a petition against Morris’ order. Back in Russia, after initial hesitation and facing pressure from the workers’ and peasants’ Soviets, the Russian foreign minister Pavel Milyukov was compelled to demand the release of Trotsky as a Russian citizen, and the British government freed him on 29 April 1917.

He reached Russia on 17 May 1917. After his return, Trotsky substantially agreed with the Bolshevik position, but did not join them right away. Russian social democrats were split into at least six groups, and the Bolsheviks were waiting for the next party Congress to determine which factions to merge with. Trotsky temporarily joined the Mezhraiontsy, a regional social democratic organization in Saint Petersburg, and became one of its leaders. At the First Congress of Soviets in June, he was elected a member of the first All-Russian Central Executive Committee (“VTsIK”) from the Mezhraiontsy faction.

After an unsuccessful pro-Bolshevik uprising in Saint Petersburg, Trotsky was arrested on 7 August 1917. He was released 40 days later in the aftermath of the failed counter-revolutionary uprising by Lavr Kornilov. After the Bolsheviks gained a majority in the Petrograd Soviet, Trotsky was elected chairman on 8 October [O.S. 25 September] 1917. He sided with Lenin against Grigory Zinoviev and Lev Kamenev when the Bolshevik Central Committee discussed staging an armed uprising, and he led the efforts to overthrow the Provisional Government headed by Aleksandr Kerensky.

The following summary of Trotsky’s role in 1917 was written by Stalin in Pravda, 6 November 1918. Although this passage was quoted in Stalin’s book The October Revolution (1934), it was expunged from Stalin’s Works (1949).

After the success of the uprising on 7–8 November 1917, Trotsky led the efforts to repel a counter-attack by Cossacks under General Pyotr Krasnov and other troops still loyal to the overthrown Provisional Government at Gatchina. Allied with Lenin, he defeated attempts by other Bolshevik Central Committee members (Zinoviev, Kamenev, Rykov, etc.) to share power with other socialist parties. By the end of 1917, Trotsky was unquestionably the second man in the Bolshevik Party after Lenin. He overshadowed the ambitious Zinoviev, who had been Lenin’s top lieutenant over the previous decade, but whose star appeared to be fading. This reversal of position contributed to continuing competition and enmity between the two men, which lasted until 1926 and did much to destroy them both.

In it, he described Zinoviev’s and Kamenev’s opposition to the Bolshevik seizure of power in 1917, something that the two would have preferred be left unmentioned. This started a new round of intra-party struggle, which became known as the Literary Discussion, with Zinoviev and Kamenev again allied with Stalin against Trotsky. Their criticism of Trotsky was concentrated in three areas:

Throughout January and February 1918, Lenin’s position was supported by 7 members of the Bolshevik Central Committee and Bukharin’s by 4. Trotsky had 4 votes (his own, Felix Dzerzhinsky’s, Nikolai Krestinsky’s and Adolph Joffe’s) and, since he held the balance of power, he was able to pursue his policy in Brest-Litovsk. When he could no longer delay the negotiations, he withdrew from the talks on 10 February 1918, refusing to sign on Germany’s harsh terms.

Germany did not respond for three days and continued its offensive encountering little resistance. The response arrived on 21 February, but the proposed terms were so harsh that even Lenin briefly thought that the Soviet government had no choice but to fight. But in the end, the committee again voted 7–4 on 23 February 1918; the Treaty of Brest-Litovsk was signed on 3 March and ratified on 15 March 1918. Since Trotsky was so closely associated with the policy previously followed by the Soviet delegation at Brest-Litovsk, he resigned from his position as Commissar for Foreign Affairs to remove a potential obstacle to the new policy.

The failure of the recently formed Red Army to resist the German offensive in February 1918 revealed its weaknesses: insufficient numbers, lack of knowledgeable officers, and near absence of coordination and subordination. Celebrated and feared Baltic Fleet sailors, one of the bastions of the new regime led by Pavel Dybenko, fled from the German army at Narva. The notion that the Soviet state could have a capable voluntary or militia type military was seriously undermined.

On 13 March 1918, Trotsky’s resignation as Commissar for Foreign Affairs was officially accepted, and he was appointed People’s Commissar of Army and Navy Affairs – in place of Podvoisky – and chairman of the Supreme Military Council. The post of commander-in-chief was abolished, and Trotsky gained full control of the Red Army, responsible only to the Communist Party leadership, whose Left Socialist Revolutionary allies had left the government over Brest-Litovsk.

The military situation soon tested Trotsky’s managerial and organization-building skills. In May–June 1918, the Czechoslovak Legions en route from European Russia to Vladivostok rose against the Soviet government. This left the Bolsheviks with the loss of most of the country’s territory, an increasingly well-organized resistance by Russian anti-Communist forces (usually referred to as the White Army after their best-known component) and widespread defection by the military experts whom Trotsky relied on.

Trotsky and the government responded with a full-fledged mobilisation, which increased the size of the Red Army from fewer than 300,000 in May 1918 to one million in October, and an introduction of political commissars into the army. The latter had the task of ensuring the loyalty of military experts (mostly former officers in the imperial army) and co-signing their orders. Trotsky regarded the organisation of the Red Army as built on the ideas of the October Revolution. As he later wrote in his autobiography:

In response to Fanya Kaplan’s failed assassination of Lenin on 30 August 1918, and to the successful assassination of the Petrograd Cheka chief Moisei Uritsky on 17 August 1918, the Bolsheviks instructed Felix Dzerzhinsky to commence a Red Terror, announced in the 1 September 1918 issue of the Krasnaya Gazeta (Red Gazette). Regarding the Red Terror Trotsky wrote:

In September 1918, the Bolshevik government, facing continuous military difficulties, declared what amounted to martial law and reorganized the Red Army. The Supreme Military Council was abolished, and the position of commander-in-chief was restored, filled by the commander of the Latvian Riflemen, Loakim Vatsetis (a.k.a. Jukums Vācietis), who had formerly led the Eastern Front against the Czechoslovak Legions. Vatsetis took charge of the day-to-day operations of the army. At the same time, Trotsky became chairman of the newly formed Revolutionary Military Council of the Republic and retained overall control of the military. Trotsky and Vatsetis had clashed earlier in 1918, while Vatsetis and Trotsky’s adviser Mikhail Bonch-Bruevich were also on unfriendly terms. Nevertheless, Trotsky eventually established a working relationship with the often prickly Vatsetis.

Throughout late 1918 and early 1919, there were a number of attacks on Trotsky’s leadership of the Red Army, including veiled accusations in newspaper articles inspired by Stalin and a direct attack by the Military Opposition at the VIIIth Party Congress in March 1919. On the surface, he weathered them successfully and was elected one of only five full members of the first Politburo after the Congress. But he later wrote:

In mid-1919, the dissatisfied had an opportunity to mount a serious challenge to Trotsky’s leadership: the Red Army grew from 800,000 to 3,000,000 and fought simultaneously on sixteen fronts. The Red Army had defeated the White Army’s spring offensive in the east. It was about to cross the Ural Mountains and enter Siberia in pursuit of Admiral Alexander Kolchak’s forces. But in the south, General Anton Denikin’s White Russian forces advanced, and the situation deteriorated rapidly. On 6 June, Red Army commander-in-chief, Jukums Vācietis, ordered the Eastern Front to stop the offensive so that he could use its forces in the south. But the leadership of the Eastern Front, including its commander Sergey Kamenev (a former colonel of the Imperial army), and Eastern Front Revolutionary Military Council members Ivar Smilga, Mikhail Lashevich and Sergey Gusev vigorously protested and wanted to keep the emphasis on the Eastern Front. They insisted that it was vital to capture Siberia before the onset of winter and that once Kolchak’s forces were broken, many more divisions would be freed up for the Southern Front. Trotsky, who had earlier had conflicts with the leadership of the Eastern Front, including a temporary removal of Kamenev in May 1919, supported Vācietis.

By October 1919, the government was in the worst crisis of the Civil War: Denikin’s troops approached Tula and Moscow from the south, and General Nikolay Yudenich’s troops approached Petrograd from the west. Lenin decided that since it was more important to defend Moscow, Petrograd would have to be abandoned. Trotsky argued that Petrograd needed to be defended, at least in part to prevent Estonia and Finland from intervening. In a rare reversal, Trotsky was supported by Stalin and Zinoviev, and prevailed against Lenin in the Central Committee. He immediately went to Petrograd, whose leadership headed by Zinoviev he found demoralized, and organized its defense, sometimes personally stopping fleeing soldiers. By 22 October, the Red Army was on the offensive and in early November, Yudenich’s troops were driven back to Estonia, where they were disarmed and interned. Trotsky was awarded the Order of the Red Banner for his actions in Petrograd.

With the defeat of Denikin and Yudenich in late 1919, the Soviet government’s emphasis shifted to the economy. Trotsky spent the winter of 1919–20 in the Urals region trying to restart its economy. A false rumor of his assassination circulated in Germany and the international press on New Year’s Day 1920. Based on his experiences, he proposed abandoning the policies of War Communism, which included confiscating grain from peasants, and partially restoring the grain market. Still committed to War Communism, Lenin rejected his proposal. He put Trotsky in charge of the country’s railroads (while retaining overall control of the Red Army), which he directed should be militarized in the spirit of War Communism. It was not until early 1921, due to economic collapse and social uprisings, that Lenin and the rest of the Bolshevik leadership abandoned War Communism in favor of the New Economic Policy.

In early 1920, Soviet–Polish tensions eventually led to the Polish–Soviet War. In the run-up and during the war, Trotsky argued that the Red Army was exhausted and the Soviet government should sign a peace treaty with Poland as soon as possible. He did not believe that the Red Army would find much support in Poland proper. Lenin later wrote that he and other Bolshevik leaders believed the Red Army’s successes in the Russian Civil War and against the Poles meant “The defensive period of the war with worldwide imperialism was over, and we could, and had the obligation to, exploit the military situation to launch an offensive war.”

Poland defeated the Red Army, and the offensive was turned back during the Battle of Warsaw in August 1920, in part because of Stalin’s failure to obey Trotsky’s orders in the run-up to the decisive engagements. Back in Moscow, Trotsky again argued for a peace treaty, and this time prevailed.

In late 1920, after the Bolsheviks won the Civil War and before the Eighth and Ninth Congress of Soviets, the Communist Party had a heated and increasingly acrimonious debate over the role of trade unions in the Soviet Union. The discussion split the party into many “platforms” (factions), including Lenin’s, Trotsky’s and Bukharin’s; Bukharin eventually merged his with Trotsky’s. Smaller, more radical factions like the Workers’ Opposition (headed by Alexander Shlyapnikov) and the Group of Democratic Centralism were particularly active.

At a meeting of his faction at the Tenth Party Congress in March 1921, Lenin’s faction won a decisive victory, and a number of Trotsky’s supporters (including all three secretaries of the Central Committee) lost their leadership positions. Krestinsky was replaced as a member of the Politburo by Zinoviev, who had supported Lenin. Krestinsky’s place in the secretariat was taken by Vyacheslav Molotov. The congress also adopted a secret resolution on “Party unity”, which banned factions within the Party except during pre-Congress discussions. The resolution was later published and used by Stalin against Trotsky and other opponents. At the end of the Tenth Congress, after peace negotiations had failed, Trotsky gave the order for the suppression of the Kronstadt rebellion, the last major revolt against Bolshevik rule.

Lenin said in 1921 that Trotsky was “in love with organisation,” but in working politics, “he has not got a clue.” Swain explains the paradox by arguing that Trotsky was not good at teamwork; he was a loner who had mostly worked as a journalist, not as a professional revolutionary like the others.

In late 1921, Lenin’s health deteriorated and he was absent from Moscow for longer periods of time. He had three strokes between 25 May 1922 and 9 March 1923, which caused paralysis, loss of speech and finally death on 21 January 1924. With Lenin increasingly sidelined throughout 1922, Stalin was elevated to the newly created position of the Central Committee general secretary. Zinoviev and Lev Kamenev became part of the troika (triumvirate) formed by Stalin to ensure that Trotsky, publicly the number-two man in the country and Lenin’s heir presumptive, would not succeed Lenin.

Although the exact sequence of events is unclear, evidence suggests that at first the troika nominated Trotsky to head second-rate government departments (e.g., Gokhran, the State Depository for Valuables). In mid-July 1922, Kamenev wrote a letter to the recovering Lenin to the effect that “(the Central Committee) is throwing or is ready to throw a good cannon overboard”. Lenin was shocked and responded:

From then until his final stroke, Lenin spent much of his time trying to devise a way to prevent a split within the Communist Party leadership, which was reflected in Lenin’s Testament. As part of this effort, on 11 September 1922 Lenin proposed that Trotsky become his deputy at the Council of People’s Commissars (Sovnarkom). The Politburo approved the proposal, but Trotsky “categorically refused”.

In late 1922, Trotsky secured an alliance with Lenin against Stalin and the emerging Soviet bureaucracy. Stalin had recently engineered the creation of the Union of Soviet Socialist Republics (USSR), further centralising state control. The alliance proved effective on the issue of foreign trade but was hindered by Lenin’s progressing illness.

In January 1923, Lenin amended his Testament to suggest that Stalin should be removed as the party’s general secretary, while also mildly criticising Trotsky and other Bolshevik leaders. The relationship between Stalin and Lenin had broken down completely by this time, as was demonstrated during an event where Stalin crudely insulted Lenin’s wife, Nadezhda Krupskaya. In March 1923, days before his third stroke, Lenin asked Trotsky to denounce Stalin and his so-called “Great-Russian nationalistic campaign” at the XIIth Party Congress.

At the XIIth Party Congress in April 1923, however, just after Lenin’s final stroke, Trotsky did not raise the issue. Instead, he made a speech about intra-party democracy while avoiding any direct confrontation of the troika. Stalin had prepared for the congress by replacing many local party delegates with those loyal to him, mostly at the expense of Zinoviev and Kamenev’s backers.

The delegates, most of whom were unaware of the divisions within the Politburo, gave Trotsky a standing ovation. This upset the troika, already infuriated by Karl Radek’s article, “Leon Trotsky – Organiser of Victory” published in Pravda on 14 March 1923. Stalin delivered the key reports on organisational structure and questions of nationality; while Zinoviev delivered the Central Committee political report, traditionally Lenin’s prerogative. Among the resolutions adopted by the XIIth Congress were those calling for greater democracy within the Party, but these were vague and remained unimplemented.

Starting in mid-1923, the Soviet economy ran into significant difficulties, which led to numerous strikes countrywide. Two secret groups within the Communist Party, “Workers’ Truth” and “Workers’ Group”, were uncovered and suppressed by the Soviet secret police. On 8 October 1923 Trotsky sent a letter to the Central Committee and the Central Control Commission, attributing these difficulties to lack of intra-Party democracy. Trotsky wrote:

In the meantime, the Left Opposition, which had coagulated somewhat unexpectedly in late 1923 and lacked a definite platform aside from general dissatisfaction with the intra-Party “regime”, began to crystallise. It lost some less dedicated members to the harassment by the troika, but it also began formulating a program.

Trotsky defended his position in a series of seven letters which were collected as The New Course in January 1924. The illusion of a “monolithic Bolshevik leadership” was thus shattered and a lively intra-Party discussion ensued, both in local Party organizations and in the pages of Pravda. The discussion lasted most of December and January until the XIIIth Party Conference of 16–18 January 1924. Those who opposed the Central Committee’s position in the debate were thereafter referred to as members of the Left Opposition. Since the troika controlled the Party apparatus through Stalin’s Secretariat and Pravda through its editor Bukharin, it was able to direct the discussion and the process of delegate selection. Although Trotsky’s position prevailed within the Red Army and Moscow universities and received about half the votes in the Moscow Party organisation, it was defeated elsewhere, and the Conference was packed with pro-troika delegates. In the end, only three delegates voted for Trotsky’s position, and the Conference denounced “Trotskyism” as a “petty bourgeois deviation”. After the Conference, a number of Trotsky’s supporters, especially in the Red Army’s Political Directorate, were removed from leading positions or reassigned. Nonetheless, Trotsky kept all of his posts, and the troika was careful to emphasise that the debate was limited to Trotsky’s “mistakes” and that removing Trotsky from the leadership was out of the question. In reality, Trotsky had already been cut off from the decision-making process.

Immediately after the Conference, Trotsky left for a Caucasian resort to recover from his prolonged illness. On his way, he learned about Lenin’s death on 21 January 1924. He was about to return when a follow up telegram from Stalin arrived, giving an incorrect date of the scheduled funeral, which would have made it impossible for Trotsky to return in time. Many commentators speculated after the fact that Trotsky’s absence from Moscow in the days following Lenin’s death contributed to his eventual loss to Stalin, although Trotsky generally discounted the significance of his absence.

Economically, the Left Opposition and its theoretician Yevgeni Preobrazhensky came out against further development of capitalist elements in the Soviet economy and in favour of faster industrialisation. That put them at odds with Bukharin and Rykov, the “Right” group within the Party, who supported the troika at the time. On the question of world revolution, Trotsky and Karl Radek saw a period of stability in Europe while Stalin and Zinoviev confidently predicted an “acceleration” of revolution in Western Europe in 1924. On the theoretical plane, Trotsky remained committed to the Bolshevik idea that the Soviet Union could not create a true socialist society in the absence of the world revolution, while Stalin gradually came up with a policy of building ‘Socialism in One Country’. These ideological divisions provided much of the intellectual basis for the political divide between Trotsky and the Left Opposition on the one hand and Stalin and his allies on the other.

At the thirteenth Congress Kamenev and Zinoviev helped Stalin defuse Lenin’s Testament, which belatedly came to the surface. But just after the congress, the troika, always an alliance of convenience, showed signs of weakness. Stalin began making poorly veiled accusations about Zinoviev and Kamenev. Yet in October 1924, Trotsky published Lessons of October, an extensive summary of the events of the 1917 revolution.

Trotsky was again sick and unable to respond while his opponents mobilised all of their resources to denounce him. They succeeded in damaging his military reputation so much that he was forced to resign as People’s Commissar of Army and Fleet Affairs and Chairman of the Revolutionary Military Council on 6 January 1925. Zinoviev demanded Trotsky’s expulsion from the Communist Party, but Stalin refused to go along and played the role of a moderate. Trotsky kept his Politburo seat, but was effectively put on probation.

For Trotsky, 1925 was a difficult year. After the bruising Literary Discussion and losing his Red Army posts, he was effectively unemployed throughout the winter and spring. In May 1925, he was given three posts: chairman of the Concessions Committee, head of the electro-technical board, and chairman of the scientific-technical board of industry. Trotsky wrote in My Life that he “was taking a rest from politics” and “naturally plunged into the new line of work up to my ears”.

In one of the few political developments that affected Trotsky in 1925, the circumstances of the controversy over Lenin’s Testament were described by American Marxist Max Eastman in his book Since Lenin Died (1925). Trotsky denied this statements made by Eastman in an article he wrote.

In the meantime, the troika finally broke up. Bukharin and Rykov sided with Stalin while Krupskaya and Soviet Commissar of Finance Grigory Sokolnikov aligned with Zinoviev and Kamenev. The struggle became open at the September 1925 meeting of the Central Committee and came to a head at the XIV Party Congress in December 1925. With only the Leningrad Party organization behind them, Zinoviev and Kamenev, dubbed The New Opposition, were thoroughly defeated while Trotsky refused to get involved in the fight and did not speak at the Congress.

In early 1926, Zinoviev, Kamenev and their supporters in the “New Opposition” gravitated closer to Trotsky’s supporters, and the two groups soon formed an alliance, which also incorporated some smaller opposition groups within the Communist Party. The alliance became known as the United Opposition.

The United Opposition was repeatedly threatened with sanctions by the Stalinist leadership of the Communist Party, and Trotsky had to agree to tactical retreats, mostly to preserve his alliance with Zinoviev and Kamenev. The opposition remained united against Stalin throughout 1926 and 1927, especially on the issue of the Chinese Revolution. The methods used by the Stalinists against the Opposition became more and more extreme. At the XV Party Conference in October 1926, Trotsky could barely speak because of interruptions and catcalls, and at the end of the Conference he lost his Politburo seat. In 1927, Stalin started using the GPU (Soviet secret police) to infiltrate and discredit the opposition. Rank-and-file oppositionists were increasingly harassed, sometimes expelled from the Party and even arrested.

In October 1927, Trotsky and Zinoviev were expelled from the Central Committee. When the United Opposition tried to organize independent demonstrations commemorating the 10th anniversary of the Bolshevik seizure of power in November 1927, the demonstrators were dispersed by force and Trotsky and Zinoviev were expelled from the Communist Party on 12 November. Their leading supporters, from Kamenev down, were expelled in December 1927 by the XV Party Congress, which paved the way for mass expulsions of rank-and-file oppositionists as well as internal exile of opposition leaders in early 1928.

During this time Trotsky gave the eulogy at the funeral of his friend, the Soviet diplomat Adolph Joffe, in November 1927. It would be the last speech that Trotsky would give in the Soviet Union. When the XV Party Congress made United Opposition views incompatible with membership in the Communist Party, Zinoviev, Kamenev and their supporters capitulated and renounced their alliance with the Left Opposition. Trotsky and most of his followers, on the other hand, refused to surrender and stayed the course. Trotsky was exiled to Alma Ata, Kazakhstan on 31 January 1928. He was expelled from the Soviet Union to Turkey in February 1929, accompanied by his wife Natalia Sedova and their eldest son, Lev.

In the summer of 1902, at the urging of his wife Aleksandra, Trotsky escaped from Siberia hidden in a load of hay on a wagon. Aleksandra later escaped from Siberia with their daughters. Both daughters married, and Zinaida had children, but the daughters died before their parents. Nina Nevelson died from tuberculosis in 1928, cared for in her last months by her older sister. Zinaida Volkova followed her father into exile in Berlin, taking her son by her second marriage but leaving behind a daughter in Russia. Suffering also from tuberculosis and depression, Zinaida committed suicide in 1933. Aleksandra disappeared in 1935 during the Great Purges in the Soviet Union under Stalin and was murdered by Stalinist forces three years later.

While in Mexico, Trotsky also worked closely with James P. Cannon, Joseph Hansen, and Farrell Dobbs of the Socialist Workers Party of the United States, and other supporters. Cannon, a long-time leading member of the American communist movement, had supported Trotsky in the struggle against Stalinism since he had first read Trotsky’s criticisms of the Soviet Union in 1928. Trotsky’s critique of the Stalinist regime, though banned, was distributed to leaders of the Comintern. Among his other supporters was Chen Duxiu, founder of the Chinese Communist Party.

In February 1929, Trotsky was deported from the Soviet Union to his new exile in Turkey. During his first two months in Turkey, Trotsky lived with his wife and eldest son at the Soviet Union Consulate in Constantinople and then at a nearby hotel in the city. In April 1929, Trotsky, his wife and son were moved to the island of Büyükada (aka Prinkipo) by the Turkish authorities. On Büyükada, they were moved into a house called the Yanaros mansion. During his exile in Turkey, Trotsky was under the surveillance of the Turkish police forces of Mustafa Kemal Pasha. Trotsky was also at risk from the many former White Army officers who lived on Prinkipo, officers who had opposed the October Revolution and who had been defeated by Trotsky and the Red Army in the Russian Civil War. However, Trotsky’s European supporters volunteered to serve as bodyguards and assured his safety. At this time, he made requests to enter Belgium, France, Norway, Germany and the United Kingdom, but they all refused it.

In 1931, Trotsky wrote a letter to a friend titled “What is Fascism” to tell his friend that the Comintern was wrong to describe the Dictatorship of Primo de Rivera as “fascist” (since it didn’t have a base in populism and demagoguery), and to try to define fascism.

After Trotsky’s expulsion from the Soviet Union, Trotskyists within the Soviet Union began to waver. Between 1929 and 1932, most leading members of the Left Opposition surrendered to Stalin, “admitted their mistakes” and were reinstated in the Communist Party. One initial exception to this was Christian Rakovsky, who inspired Trotsky between 1929 and 1934 with his refusal to capitulate as state suppression of any remaining opposition to Stalin increased by the year. In late 1932, Rakovsky had failed with an attempt to flee the Soviet Union] and was exiled to Yakutia in March 1933. Answering Trotsky’s request, the French mathematician and Trotskyist Jean Van Heijenoort, together with his fellow activist Pierre Frank, unsuccessfully called on the influential Soviet author Maxim Gorky to intervene in favor of Christian Rakovsky, and boarded the ship he was traveling on near Constantinople. According to Heijenoort, they only managed to meet Gorky’s son, Maxim Peshkov, who reportedly told them that his father was indisposed, but promised to pass on their request. Rakovsky was the last prominent Trotskyist to capitulate to Stalin in April 1934, when Rakovsky formally “admitted his mistakes” (his letter to Pravda, titled There Should Be No Mercy, depicted Trotsky and his supporters as “agents of the German Gestapo”). Rakovsky was appointed to high office in the Commissariat for Health and allowed to return to Moscow, also serving as Soviet ambassador to Japan in 1935. However, Rakovsky was cited in allegations involving the killing of Sergey Kirov, and was arrested and imprisoned in late 1937, during the Great Purge.

On 20 February 1932, Trotsky and all of his family lost their Soviet citizenship and were forbidden to enter the Soviet Union. In 1932 he was hosted by the fascist regime in the Kingdom of Italy during a trip to Denmark. By the end of that same year Trotsky had joined a conspiratorial political bloc with the anti-Stalin opposition inside the USSR. There was no evidence of an alliance with Nazi Germany or Japan, as the Soviet Union claimed. The members of the bloc were Zinovievites, rightists and trotskyists who “capitulated” to Stalin. Kamenev and Zinoviev also were members of the bloc. Trotsky wanted by no means that the alliance became a fusion, and he was afraid of the right gaining much power inside the bloc. Historian Pierre Broué concluded that the bloc dissolved in early 1933, since some of its members like Zinoviev and Kamenev joined Stalin again, and because there were no letters in the Trotsky Harvard archive mentioning the bloc after 1932. In July 1933, Trotsky was offered asylum in France by Prime Minister Édouard Daladier. Trotsky accepted the offer, but he was forbidden to live in Paris and soon found himself under the surveillance of the French police. From July 1933 to February 1934, Trotsky and his wife lived in Royan. The philosopher and activist Simone Weil also arranged for Trotsky and his bodyguards to stay for a few days at her parents’ house. Following the 6 February 1934 crisis in France, the French minister of internal affairs, Albert Sarraut, signed a decree to deport Trotsky from France. However, no foreign government was found willing to accept Trotsky within its borders. Accordingly, the French authorities instructed Trotsky to move to a residence in the tiny village of Barbizon under the strict surveillance of the French police, where Trotsky found his contact with the outside world to be even worse than during his exile in Turkey.

In May 1935, soon after the French government had agreed the Franco-Soviet Treaty of Mutual Assistance with the Soviet Union government, Trotsky was officially told that he was no longer welcome in France. After weighing his options, Trotsky applied to move to Norway. After obtaining permission from then Justice Minister Trygve Lie to enter the country, Trotsky and his wife became a guest of Konrad Knudsen at Norderhov, near Hønefoss, and spent over a year living at Knudsen’s house, from 18 June 1935 to 2 September 1936, although Trotsky was hospitalized for a few weeks at the nearby Oslo Community Hospital from 19 September 1935.

Following French media complaints about Trotsky’s role in encouraging the mass strikes in France in May and June 1936 with his articles, the Johan Nygaardsvold-led Norwegian government began to exhibit disquiet about Trotsky’s actions. In the summer of 1936, Trotsky’s asylum was increasingly made a political issue by the fascist Nasjonal Samling, led by Vidkun Quisling, along with an increase in pressure from the Soviet government on the Norwegian authorities. On 5 August 1936, Knudsen’s house was burgled by fascists from the Nasjonal Samling while Trotsky and his wife were out on a seashore trip with Knudsen and his wife. The fascist burglars targeted Trotsky’s works and archives for vandalism. The raid was largely thwarted by Knudsen’s daughter, Hjørdis, although the burglars did take a few papers from the nearest table as they left. Although the fascist perpetrators were caught and put on trial, the “evidence” obtained in the burglary was used by the government to make claims against Trotsky.

On 14 August 1936, the Soviet Press Agency TASS announced the discovery of a “Trotskyist–Zinovievist” plot and the imminent start of the Trial of the Sixteen accused. Trotsky demanded a complete and open enquiry into Moscow’s accusations. The accused were sentenced to death, including Grigory Zinoviev and Lev Kamenev, and executed on 25 August 1936. On 26 August 1936, eight policemen arrived at Knudsen’s house demanding that Trotsky sign new conditions for residing in Norway. These conditions included agreeing to write no more about current political matters, to give no interviews, and to have all his correspondence (incoming and outgoing) inspected by the police. Trotsky categorically refused the conditions, and Trotsky was then told that he and his wife would soon be moved to another residence. The following day Trotsky was interrogated by the police about his political activities, with the police officially citing Trotsky as a “witness” to the fascist raid of 5 August 1936.

On 2 September 1936, four weeks after the fascist break-in at Knudsen’s house, Trygve Lie ordered that Trotsky and his wife be transferred to a farm in Hurum, where they were under house arrest. The treatment of Trotsky and his wife at Hurum was harsh, as they were forced to stay indoors for 22 hours per day under the constant guard of thirteen policemen, with only one hour permitted twice a day for a walk on the farm. Trotsky was prevented from posting any letters and prevented from arguing back against his critics in Norway and beyond. Only Trotsky’s lawyers and the Norwegian Labour Party Parliamentary leader, Olav Scheflo, were permitted to visit. From October 1936, even the outdoor walks were prohibited for Trotsky and his wife. Trotsky did eventually manage to smuggle out one letter on 18 December 1936, titled The Moscow “Confessions”. On 19 December 1936, Trotsky and his wife were deported from Norway after being put on the Norwegian oil tanker Ruth, under guard by Jonas Lie. When later living in Mexico, Trotsky was utterly scathing about the treatment he received during his 108 days at Hurum, and accused the Norwegian government of trying to prevent him from publicly voicing his strong opposition to the Trial of the Sixteen and other show trials, saying:

In August 1936, the first Moscow show trial of the so-called “Trotskyite–Zinovievite Terrorist Center” was staged in front of an international audience. During the trial, Zinoviev, Kamenev and 14 other accused, most of them prominent Old Bolsheviks, confessed to having plotted with Trotsky to kill Stalin and other members of the Soviet leadership. The court found everybody guilty and sentenced the defendants to death, Trotsky, in absentia. The second show trial of Karl Radek, Grigori Sokolnikov, Yuri Pyatakov and 14 others, took place in January 1937, during which more alleged conspiracies and crimes were linked to Trotsky. In April 1937, an independent “Commission of Inquiry” into the charges made against Trotsky and others at the “Moscow Trials” was held in Coyoacán, with John Dewey as chairman. The findings were published in the book “Not Guilty”.

The Ruth arrived in Mexico on 9 January 1937. On Trotsky’s arrival, the Mexican president, Lázaro Cárdenas, welcomed Trotsky to Mexico and arranged for his special train The Hidalgo to bring Trotsky to Mexico City from the port of Tampico.

From January 1937 to April 1939, Trotsky and his wife lived in the Coyoacán area of Mexico City at La Casa Azul (The Blue House), the home of the painter Diego Rivera and Rivera’s wife and fellow painter, Frida Kahlo, with whom Trotsky had an affair. His final move was a few blocks away to a residence on Avenida Viena in April 1939, following a break with Rivera.

Trotsky was never formally rehabilitated during the rule of the Soviet government, despite the Glasnost-era rehabilitation of most other Old Bolsheviks killed during the Great Purges. His son, Sergei Sedov, who died in 1937, was rehabilitated in 1988, as was Nikolai Bukharin. Beginning in 1989, Trotsky’s books, forbidden until 1987, were published in the Soviet Union.

While in Mexico, Trotsky worked with André Breton and Diego Rivera to write the Manifesto for an Independent Revolutionary Art, which inspired the creation of the organization, the International Federation of Independent Revolutionary Art (FIARI) in 1938. This organization was short-lived and ended before 1940. An attempt to re-establish the organization was made in the 1960s by a group called RUpTure founded by Pascal Colard, Monique Charbonel, and Jean-Claude Charbonel.

In 1938, Trotsky and his supporters founded the Fourth International, which was intended to be a revolutionary and internationalist alternative to the Stalinist Comintern.

After quarreling with Diego Rivera, Trotsky moved to his final residence on Avenida Viena in April 1939. On 27 February 1940, Trotsky wrote a document known as “Trotsky’s Testament”, in which he expressed his final thoughts and feelings for posterity. He was suffering from high blood pressure, and feared that he would suffer a cerebral haemorrhage. After forcefully denying Stalin’s accusations that he had betrayed the working class, he thanked his friends and above all his wife, Natalia Sedova, for their loyal support:

After a failed attempt to have Trotsky murdered in March 1939, Stalin assigned the overall organization of implementing the task to the NKVD officer Pavel Sudoplatov, who, in turn, co-opted Nahum Eitingon. According to Sudoplatov’s Special Tasks, the NKVD proceeded to set up three NKVD agent networks to carry out the murder. According to Sudoplatov, all three networks were designed to operate entirely autonomously from the NKVD’s hitherto-established spy networks in the U.S. and Mexico.

On 24 May 1940, Trotsky survived a raid on his villa by armed assassins led by the NKVD agent Iosif Grigulevich and Mexican painter David Alfaro Siqueiros. Trotsky’s 14-year-old grandson, Vsevolod Platonovich “Esteban” Volkov (born 7 March 1926), was shot in the foot, and a young assistant and bodyguard of Trotsky, Robert Sheldon Harte, was abducted and later murdered. Trotsky’s other guards fended off the attackers. Following the failed assassination attempt, Trotsky wrote an article titled “Stalin Seeks My Death” on 8 June 1940, in which he stated that another assassination attempt was certain.

On 20 August 1940, Trotsky was attacked in his study by Spanish-born NKVD agent Ramón Mercader, who used an ice axe as a weapon.

A mountaineering ice axe has a narrow end, called the pick, and a flat wide end called the adze. The adze of the axe wounded Trotsky, fracturing his parietal bone and penetrating 7 cm (2.8 in) into his brain. The blow to his head was bungled and failed to kill Trotsky instantly. Witnesses stated that Trotsky spat on Mercader and began struggling fiercely with him, which resulted in Mercader’s hand being broken. Hearing the commotion, Trotsky’s bodyguards burst into the room and nearly beat Mercader to death, but Trotsky stopped them, laboriously stating that the assassin should be made to answer questions. Trotsky was then taken to a hospital and operated on, surviving for more than a day, but dying, at the age of 60, on 21 August 1940 from exsanguination and shock. Mercader later testified at his trial:

Trotsky was rehabilitated on 16 June 2001 by the General Prosecutor’s Office (Certificates of Rehabilitation No. 13/2182-90, No. 13-2200-99 in Archives Research Center “Memorial”).