ROGERS, Circuit Judge.
This case is principally a defamation action based on the publication of an article by journalist Mark Warren on Esquire Magazine's Politics Blog. The article was posted one day after the release of a book entitled "Where's the Birth Certificate? The Case that Barack Obama is not Eligible to Be President," written by Jerome Corsi and published by Joseph Farah's WND Books. Farah's website, WorldNet-Daily, announced the book launch with the headline, "
Farah and Corsi filed suit for compensatory and punitive damages alleging defamation, false light, interference with business relations, invasion of privacy, and violation of the Lanham Act, 15 U.S.C. § 1125(a)(1)(A) and (B). Esquire for all defendants moved to dismiss on several grounds, and the district court dismissed the complaint. Farah and Corsi appeal, focusing in their brief principally on the dismissal under the D.C. Anti-Strategic Lawsuits Against Public Participation ("Anti-SLAPP") Act, D.C.Code § 16-5501 et. seq., and dismissal of the Lanham Act claim. Upon de novo review, we hold that the complaint was properly dismissed pursuant to Federal Rule of Civil Procedure 12(b)(6) for failure to state a claim because the blog post was fully protected political satire and the "update" and Warren's statements are protected opinion. The complaint also fails to state a claim for violation of the Lanham Act. Accordingly, we affirm the dismissal of the complaint.
Joseph Farah is the Editor and Chief Executive Officer of WorldNetDaily.com, a news and commentary Internet publication which competes with Esquire Magazine. See Compl. ¶ 2. WND Books is a wholly owned subsidiary of WorldNetDaily.com. See id. Jerome Corsi is a "world-renowned author of several New York Times bestsellers ... and the author of the newly released book by WND Books," "Where's the Birth Certificate? The Case that Barack Obama is Not Eligible to be President." Compl. ¶ 3. These individuals and entities have "at all material times covered the controversy concerning whether or not President Barack Hussein Obama is a natural-born American citizen eligible to be President." Compl. ¶ 8. According to the complaint, see English v. Dist. of Columbia, 717 F.3d 968, 971 (D.C.Cir.2013), "[a]bout 25 percent of the American people believe that because President Barack Obama waited many years to release what he now claims is his birth certificate, as well as other factors, that the newly released birth certificate is fraudulent." Compl. ¶ 10. The President, "wanting to try to eliminate this issue among voters and the American populace, ... recently released what many people, including [] Corsi, have reason to believe is a fraudulent birth certificate purporting to show that he was born in Hawaii." Compl. ¶ 11.
On the morning of May 18, 2011, at 10:50 a.m., "just as [Corsi's] book was released," Esquire published an online article by Mark Warren entitled "
According to the complaint, "[i]mmediately" after the blog posting, "news organizations, readers of WorldNetDaily, purchasers and distributors of WND Books and others began contacting [] Farah for confirmation of the story and comment." Compl. ¶ 10. Also, "consumers began requesting refunds[,] ... book supporters began attacking Farah and Corsi[,][and][b]ook stores ... began pulling the book from their shelves, or not offering it for sale at all." Compl. ¶ 13. Only after Farah "issued a statement saying he was exploring legal options against Esquire and Warren did they purport to issue a disclaimer." Compl. ¶ 14. This "so-called disclaimer" was "as false[][and] misleading... as the initial story that was published" on the website. Id. It read in full:
Later that day Warren told The Daily Caller, an online publication read by an
Farah and Corsi, however, "never contemplated, much less offered, to pull the [Corsi] book from shelves" or "refund purchases to consumers." Compl. ¶ 17. Rather, they "believed at all material times that the contents of the book are accurate and newsworthy." Id. Esquire's representations "resulted in books being pulled from the shelves by booksellers, harmed sales and damaged [Farah's and Corsi's] goodwill and reputation ... among the buying and consuming public." Id.
On June 28, 2011, Farah and Corsi sued Esquire Magazine, Inc., Hearst Communications, Inc., and Warren (together "Esquire") for defamation, false light, tortious interference with business relations, and invasion of privacy, as well as violation of the Lanham Act, 15 U.S.C. § 1125(a). The complaint alleged that Esquire maliciously made false and defamatory statements that caused damage to their business, good will, and reputations, see Compl. ¶¶ 19-20, and "held ... Farah and Corsi up for extreme ridicule in the community where they reside and where their works are viewed and read." Compl. ¶ 22. Further, the complaint alleged that Esquire, with knowledge of Farah's "business relationship with distributors and booksellers," intentionally interfered with these relationships causing "abridgment, limitation, breach or termination of these relationships as concerns the sale of the [Corsi] book." Compl. ¶¶ 26-28. The complaint alleged a violation of the Lanham Act, 15 U.S.C. § 1125(a)(1)(A) and (B) in that Esquire is a "commercial competitor[]" of Farah and Corsi, and that its "publication of false and misleading information and description of fact" "caused confusion, mistake and deception" concerning the "accuracy, motives, nature, characteristics, and qualities of" the Corsi book. Compl. ¶¶ 31-32. The complaint sought in excess of $100 million for actual and compensatory damages, and punitive damages in excess of $20 million. See Compl. ¶ 38.
Esquire moved to dismiss the complaint for failure to state a claim pursuant to Federal Rule of Civil Procedure 12(b)(6). It also filed a special motion to dismiss the tort claims pursuant to the D.C. Anti-SLAPP Act, D.C.Code § 16-5501 et seq. To illustrate the political and social context in which its statements were made, Esquire attached to its motions the World-NetDaily website's complete archive of articles on President Obama's ineligibility to serve, including articles by Farah published online from September 2009 through August 2011, as well as samples of Esquire's satirical publications. See Findikyan Decl. Exs. 1-46. The district court granted both motions, concluding, inter alia, that Esquire's statements were protected under the First Amendment and that the Lanham Act did not apply to the non-commercial speech at issue. See Farah v. Esquire, 863 F.Supp.2d 29, 39-41 (D.D.C.2012).
To meet the requirements for defamation under District of Columbia law, a plaintiff must prove (1) that he was the subject of a false and defamatory statement; (2) that the statement was published to a third party; (3) that publishing the statement was at least negligent; and (4)
"Because the threat or actual imposition of pecuniary liability for alleged defamation may impair the unfettered exercise of ... First Amendment freedoms, the Constitution imposes stringent limitations upon the permissible scope of such liability." Greenbelt Coop. Publ'g Ass'n, Inc. v. Bresler, 398 U.S. 6, 12, 90 S.Ct. 1537, 26 L.Ed.2d 6 (1970). Various doctrinal protections preserve "the breathing space which freedoms of expression require in order to survive." Milkovich v. Lorain Journal Co., 497 U.S. 1, 19, 110 S.Ct. 2695, 111 L.Ed.2d 1 (1990) (quotation marks, alteration, and citation omitted). Indeed, this court has observed that summary proceedings are essential in the First Amendment area because if a suit entails "long and expensive litigation," then the protective purpose of the First Amendment is thwarted even if the defendant ultimately prevails. Wash. Post Co. v. Keogh, 365 F.2d 965, 968 (D.C.Cir.1966).
Under the First Amendment, liability for defamation arises only if, at a minimum, a defendant's statement "reasonably implies false and defamatory facts." Milkovich, 497 U.S. at 20, 110 S.Ct. 2695. Implicit in this requirement are three protections: First, the First Amendment "provides protection for statements that cannot `reasonably [be] interpreted as stating actual facts' about an individual." Id. (quoting Hustler Magazine v. Falwell, 485 U.S. 46, 50, 108 S.Ct. 876, 99 L.Ed.2d 41 (1988)); see also Weyrich, 235 F.3d at 624. Where a defendant's statement "cannot be construed as representations of fact," Old Dominion Branch No. 496, Nat'l Assoc. of Letter Carriers v. Austin, 418 U.S. 264, 284, 94 S.Ct. 2770, 41 L.Ed.2d 745 (1974), there can be no defamation. Second, "a statement on matters of public concern must be provable as false before there can be liability under state defamation law, at least in situations ... where a media defendant is involved." Milkovich, 497 U.S. at 19-20, 110 S.Ct. 2695. In other words, a defendant cannot be held liable unless the alleged defamatory statement or implied premise is "verifiable." Moldea v. N.Y. Times Co., 22 F.3d 310, 317 (D.C.Cir.1994) ("Moldea II"). Where a statement is so imprecise or subjective that it is not capable
To determine whether Esquire's statements could reasonably be understood as stating or implying actual facts about Farah and Corsi and, if so, whether those statements were verifiable and were reasonably capable of defamatory meaning, the "publication must be taken as a whole, and in the sense in which it would be understood by the readers to whom it was addressed." Afro-American Publ'g Co. v. Jaffe, 366 F.2d 649, 655 (D.C.Cir.1966) (en banc). "[T]he First Amendment demands" that the court assess the disputed statements "in their proper context." Weyrich, 235 F.3d at 625. Context is critical because "it is in part the settings of the speech in question that makes their ... nature apparent, and which helps determine the way in which the intended audience will receive them." Moldea II, 22 F.3d at 314. "Context" includes not only the immediate context of the disputed statements, but also the type of publication, the genre of writing, and the publication's history of similar works. See Letter Carriers, 418 U.S. at 284-86, 94 S.Ct. 2770; Moldea II, 22 F.3d at 314-15. The "broader social context," too, is vital to a proper understanding of the disputed statements. Ollman v. Evans, 750 F.2d 970, 983 (D.C.Cir.1984). After all, "[s]ome types of writing ... by custom or convention signal to readers ... that what is being read ... is likely to be opinion, not fact. It is one thing to be assailed as a corrupt public official by a soapbox orator and quite another to be labelled corrupt in a research monograph detailing the causes and cures of corruption in public service." Id.
The Supreme Court has repeatedly extended First Amendment protection to statements that, in context, do not reasonably state or imply defamatory falsehoods in the requisite sense. In Greenbelt, 398 U.S. at 13-15, 90 S.Ct. 1537, the Court concluded that use of the word "blackmail" to describe the plaintiff's hard-nosed negotiating tactics could not reasonably be understood to mean the plaintiff had committed a criminal offense. In context, "even the most careless reader must have perceived that the word was no more than rhetorical hyperbole, a vigorous epithet used by those who considered [the plaintiff's] negotiating position extremely unreasonable." Id. at 14, 90 S.Ct. 1537. Consequently, "the imposition of liability... was constitutionally impermissible" because "as a matter of constitutional law, the word `blackmail' ... was not slander when spoken, and not libel when reported in the Greenbelt News Review." Id. at 13, 90 S.Ct. 1537. Similarly, in Letter Carriers, 418 U.S. at 283-87, 94 S.Ct. 2770, the Court held that the use of the word "traitor" in a literary definition accompanying a union-published "List of Scabs" could not reasonably be understood to accuse the listed individuals of treason, because the word was used "in a loose, figurative sense" and was "merely rhetorical hyperbole, a lusty and imaginative expression of the contempt felt by union members." And in Hustler Magazine, 485 U.S. at 50, 108 S.Ct. 876, the Court held that an ad parody depicting the Rev. Jerry Falwell in an incestuous relationship with his mother could not support an emotional distress claim because the offending speech "could not reasonably have been interpreted as stating actual facts about the public figure
Esquire maintains that Farah and Corsi have no cognizable defamation claim because the blog post is fully protected satire. "Satire" is a long-established artistic form that uses means such as "ridicule, derision, burlesque, irony, parody, [or] caricature" to censure the "vices, follies, abuses, or shortcomings" of an individual or society. Satire, ENCYC. BRITANNICA ONLINE, http://www.britannica.com/EBchecked/ topic/524958/satire (last visited Nov. 1, 2013). Although satire has been employed since the time of Ancient Greece, it remains "one of the most imprecise" of all literary designations—a notoriously broad and complex genre whose "forms are as varied as its victims." Id. Sometimes satire is funny. See, e.g., Saturday Night Live (NBC television broadcast); THE ONION, http://www.theonion.com (last visited Nov. 1, 2013). Othertimes it may seem cruel and mocking, attacking the core beliefs of its target. See, e.g., Hustler Magazine, 485 U.S. 46, 108 S.Ct. 876. And sometimes it is absurd, as in the classic example of Jonathan Swift's proposal to "solve" the problem of Irish poverty by killing and eating Irish children. See JONATHAN SWIFT, A MODEST PROPOSAL (1729). Satire's unifying element is the use of wit "to expose something foolish or vicious to criticism." Satire, ENCYC. BRITANNICA ONLINE. A "parody" is to the same effect: the style of an individual or work is closely imitated for comic effect or in ridicule. See MERRIAM WEBSTER'S COLLEGIATE DICTIONARY at 846 (10th ed.1993) ("parody"); see id. at 1038 ("satire").
Despite its literal falsity, satirical speech enjoys First Amendment protection. Consistent with the "actual facts" requirement, "the `statement' that the plaintiff must prove false ... is not invariably the literal phrase published but rather what a reasonable reader would have understood the author to have said." Milkovich, 497 U.S. at 23-24, 110 S.Ct. 2695 (Brennan and Marshall, JJ., in dissent agreeing with majority); see also Hustler Magazine, 485 U.S. at 50, 108 S.Ct. 876. Thus, a satire or parody must be assessed in the appropriate context; it is not actionable if it "cannot reasonably be interpreted as stating actual facts about an individual." Milkovich, 497 U.S. at 20, 110 S.Ct. 2695 (quotation marks and alterations omitted). In light of the special characteristics of satire, of course, "what a reasonable reader would have understood" is more informed by an assessment of her well-considered view than by her immediate yet transitory reaction. Without First Amendment protection, there is a risk that public debate would "suffer for lack of `imaginative expression'" and "the `rhetorical hyperbole' which has traditionally added much to the discourse of our Nation." Id. (quoting Hustler Magazine, 485 U.S. at 53-55, 108 S.Ct. 876).
Farah and Corsi do not suggest that satire, as a genre, lacks constitutional protection. Rather, in their view Esquire's particular attempt at satire is not protected because reasonable readers would take the fictitious blog post literally. They point to the inquiries they received following the blog post, as well as to Esquire's own "update" clarifying that the post was satire, as evidence that many actual readers were misled by Esquire's story. But it is the nature of satire that not everyone "gets it" immediately. For example, when
Indeed, satire is effective as social commentary precisely because it is often grounded in truth. In a similar case involving a satirical news article, the Texas Supreme Court observed that satire works by "distort[ing] ... the familiar with the pretense of reality in order to convey an underlying critical message." New Times v. Isaacks, 146 S.W.3d 144, 151 (Tex.2004) (quotation marks omitted). Here, too, Esquire's story conveyed its message by layering fiction upon fact. Cf. Weyrich, 235 F.3d at 626. The test, however, is not whether some actual readers were misled, but whether the hypothetical reasonable reader could be (after time for reflection). See Pring v. Penthouse Int'l, Ltd., 695 F.2d 438, 442-43 (10th Cir.1982); see also Mink v. Knox, 613 F.3d 995, 1007 (10th Cir.2010); New Times, 146 S.W.3d at 155, 157-58; Garvelink v. Detroit News, 206 Mich.App. 604, 522 N.W.2d 883, 886 (1994); Hoppe v. Hearst Corp., 53 Wn.App. 668, 770 P.2d 203, 206 (1989); Myers v. Boston Magazine Co., Inc., 380 Mass. 336, 403 N.E.2d 376, 379-80 (1980). And to the extent Farah and Corsi rely on Esquire's "update" to demonstrate reader confusion, Esquire can hardly be penalized for attempting to set the record straight and avoid confusion by those readers who did not at first "get" the satirical nature of Warren's article.
Considering the blog post in its context, the reasonable reader could not understand Warren's article to be conveying "real news" about Farah and Corsi. The article's primary intended audience— that is, readers of "The Politics Blog"— would have been familiar with Esquire's history of publishing satirical stories, with recent topics ranging from Osama Bin Laden's television-watching habits to "Sex Tips from Donald Rumsfeld." See Findikyan Decl. Exs. 35-42. At the same time, followers of "The Politics Blog" were politically informed readers. The "update" notes that Esquire.com had previously featured several "serious" reports on the birth certificate issue. Farah and Corsi acknowledge that they were well-known leaders of the movement questioning President Obama's eligibility, see Compl. ¶¶ 8-9, and admit that readers of Esquire.com would have been familiar with WorldNet-Daily and its positions, see Compl. ¶ 15; Appellants' Br. 15. The postings on Farah's own website show that he has been writing on the issue for years, and Corsi's then-forthcoming book had recently received publicity on the Drudge Report. Findikyan Decl. Exs. 1, 19. It defies common sense to suppose that readers of "The Politics Blog" were unaware of the birth certificate controversy or the heated debate it had provoked.
With that baseline of knowledge, reasonable readers of "The Politics Blog" would recognize the prominent indicia of satire in the Warren article. Most notably, the very substance of the story would alert the reasonable reader to the possibility that the post was satirical. The essence of the fictitious story was that Farah, a self-described leader (along with Corsi) of the movement to challenge President Obama's eligibility to serve, see Appellants' Br. 31,
A number of humorous or outlandish details in the blog post also betray its satirical nature. The story attributes to Corsi an obviously fictitious book entitled, Capricorn One: NASA, JFK, and the Great "Moon Landing" Cover-Up. Of all prominent cover-ups featured in the news in recent years, a moon cover-up—much less "the Great `Moon Landing' Cover-Up"—was not among them. Further, the story includes incredible counter-factual statements like, "[Farah] said cryptically, `There is no book.'" Farah had published and released the book and then confirmed the next day to The Daily Caller that the book "was selling briskly. I am 100 percent behind it." Findikyan Decl. Ex. 28. The story repeatedly attributes to a "source at WND" quotes that are highly unorthodox for a real news story, such as Farah was "rip-shit," "bullshit is bullshit," and "we don't want to look like fucking idiots, you know?"
Stylistic elements, such as the exclamatory headline and the use of the "Drudge Siren" symbol, also would indicate to the reasonable reader that the story was not serious news. Like Farah, a reader familiar with WorldNetDaily would recognize the headline as a parody of WorldNetDaily's own sensationalistic headlines. The Drudge Siren (supplemented here by the tag "Drudge Without Context") is a symbol of sensationalistic news from a self-described conservative best known for breaking the Monica Lewinsky scandal. Matt Drudge, ENCYC. BRITANNICA ONLINE, http://www.britannica.com/EBchecked/ topic/171936/Matt-Drudge (last visited Nov. 1, 2013). Readers familiar with the birth certificate controversy would be aware that Corsi's book had received substantial publicity on the Drudge Report. Findikyan Decl. Ex. 19. For anyone with knowledge of that context, Esquire's use of the symbol would be understood as an ironic joke.
Even if none of these elements standing alone—the story's substance, outlandish and humorous details, stylistic elements— would convince the reasonable reader that the blog post was satirical, taken in context and as a whole they could lead to no other conclusion. Farah immediately recognized the blog post as a "parody," although he told The Daily Caller that in his view it was "a very poorly executed" one. Findikyan Decl. Ex. 28. Admittedly, apart from its headline, the article did not employ the sort of imitation and exaggerated
Because the reasonable reader could not, in context, understand Esquire's blog post to be conveying "real news"—that is, actual facts about Farah and Corsi—the blog post was not actionable defamation. To the contrary, almost everything about the story and the nature of the issue itself showed it was political speech aimed at critiquing Farah's and Corsi's public position on the issue of President Obama's eligibility to hold office even after he had released his long-form birth certificate showing he was born in Hawaii. Farah and Corsi were entitled to express their opinion that its delayed release signaled it was a forgery, but they could not then sue for defamation because Esquire conveyed its contrary view by using satire, rather than straightforward attack. Because the blog post was entitled to First Amendment protection, the district court properly dismissed the defamation count as to the blog post for failure to state a claim.
Likewise, Esquire's "update" and Warren's post-publication comments to The Daily Caller are protected because they merely represented Esquire's interpretation of Farah's and Corsi's publications on the well-known facts underlying the dispute over the President's birthplace. In Moldea I, 15 F.3d at 1144-45 (citations omitted), this court explained that
The "update" and Warren's comments used strong rhetoric and salty language, but were nonetheless public statements on an issue of national concern; such speech lies at the heart of the First Amendment. See, e.g., Greenbelt, 398 U.S. at 11-12, 90 S.Ct. 1537.
The "update" statement that Farah and Corsi are spreading "lies" is protected opinion because it is based on Esquire's revealed premise that Farah and Corsi have promoted the Corsi book notwithstanding evidence that its central claim is false. The "update" statement regarding Farah's and Corsi's "terribly gullible audience" is also protected opinion, premised on the fact that a sizeable minority of people—by Farah's estimation, 25% of the American populace, see Compl. ¶ 10—believes in a position that Esquire considers absurd. The statement that Farah and Corsi are not motivated by genuine belief, but rather by a desire to hold their readers
Because the "update" and Warren's post-publication comments to The Daily Caller are not actionable in defamation, the district court properly dismissed the defamation count based on those statements for failure to state a claim.
Because Farah's and Corsi's defamation claim fails, so do their other tort claims based upon the same allegedly defamatory speech. "[A] plaintiff may not use related causes of action to avoid the constitutional requisites of a defamation claim." Moldea II, 22 F.3d at 319-20 (citing Cohen v. Cowles Media Co., 501 U.S. 663, 671, 111 S.Ct. 2513, 115 L.Ed.2d 586 (1991)). The First Amendment considerations that apply to defamation therefore apply also to Farah's and Corsi's counts for false light, see Weyrich, 235 F.3d at 628, and tortious interference. See Jefferson Cnty. Sch. Dist. No. R-1 v. Moody's Investor's Servs., Inc., 175 F.3d 848, 857 (10th Cir.1999); Beverly Hills Foodland, Inc. v. United Food & Commercial Workers Union, Local 655, 39 F.3d 191, 196-97 (8th Cir.1994); Unelko Corp. v. Rooney, 912 F.2d 1049, 1058 (9th Cir.1990). Farah and Corsi do not pursue their invasion of privacy claim on appeal and it is forfeited. See Burke v. Air Serv Int'l, Inc., 685 F.3d 1102, 1105 n. 1 (D.C.Cir.2012).
The Lanham (Trademark) Act, 15 U.S.C. § 1051 et seq., prohibits deceptive trade practices such as false advertising and trademark infringement. Section 1125 provides for civil liability in the case of
15 U.S.C. § 1125(a)(1)(A) & (B) (emphasis added).
The statements posted on the Esquire.com "Politics Blog" cannot plausibly be viewed as commercial speech under § 1125(a)(1)(A) or (B) of the Lanham Act. See Compl. Count IV. Farah and Corsi do not allege that Esquire is selling or promoting a competing book. Instead, they assert that "generally" Esquire is their competitor, Compl. ¶ 31, and maintain that they too "write frequently about the birth certificate and `natural born citizen' issues," and that "readers frequently [] read publications that contain `points and counterpoints.'" Appellants' Br. 15. Of course, writers write and publishers publish political tracts for commercial purposes, and it is possible that the kinds of commercial methods made illegal by the Lanham Act could be applied to such tracts. The actions alleged, however, do not involve such methods. The mere fact that the parties may compete in the marketplace of ideas is not sufficient to invoke the Lanham Act. To the contrary, it reinforces Esquire's position that its blog post was political speech aimed at critiquing Farah's and Corsi's position on the birth certificate question. As our sister circuits have emphasized, "trademark rights cannot be used `to quash an unauthorized use of the mark by another who is communicating ideas or expressing points of view.'" Utah Lighthouse Ministry, 527 F.3d at 1052-53 (citing L.L. Bean, Inc. v. Drake Publishers, Inc., 811 F.2d 26, 29 (1st Cir.1987); Bosley, 403 F.3d at 675).
Accordingly, we affirm the dismissal of the complaint pursuant to Rule 12(b)(6) for failure to state a claim, and we have no occasion to address Farah's and Corsi's other challenges to the dismissal of their complaint because our analysis moots any consideration of the Anti-SLAPP Act.