The winter solstice is near and it is the time of making wishes. As an unrepentant atheist, I send people generic "happy holidays" wishes, but as any generic or abstract phrase - it is pretty meaningless. What does "happy holidays" really entail? What exactly would need to happen during the holiday/winter solstice time to make a person happy? What is it that would make a person like me happy during a holiday season in a similar way that finding a new fantastic toy under the dying, electrocuted x-mas tree makes a 10 year old child happy ?
Bringing a 10-year old into the picture is a useful mental exercise not only because it conveys spontaneous, unadulterated, and unqualified joy, but also focuses the mind on tangible objects. A 10-year old will not be satisfied with vague abstractions, he or she is hoping for tangible objects that can be touched and manipulated. An abstract promise of "peace love and happiness on earth" simply will not do. It may entail something specific to an adult, like cessation of bombing people back to the stone age in the name of democracy, sexual gratification, or winning state lottery, but they are pretty meaningless to a 10-year old. Worse yet, they look like a cheap way of weaseling out of giving a good old tangible present: a model train, a doll, a bicycle or a pair of skates. .
So suppose that a forest fairy who is in the business of fulfilling people's wishes appears before you and says "Make your winter solstice wish, and it will be fulfilled." Most people's homes are full of gadgets: i-pads, i-podS, i-phones, big screen tee-vees, big ass lawnmowers, vehicles of all sizes and shapes, garments, fancy-schmancy kitchen appliances - in a word, anything but shit and a haystack - so I do not think another gadget will do. Getting together with friends and celebrating goes in the right direction, but we do not need holidays or forest fairies to do this. In fact, many people practice this on a regular basis all year round.
So after pondering it for a while I thought "how about socialism?" People like me consider socialism to be a good thing - so wishing socialism during holidays seems natural. Alas, there is only one problem - socialism sounds like one of those dreary abstract ideas that cheap adults use as a way out of buying a good old fashioned tangible present.
However, socialism does not have to be an abstraction - it has been turned into one by people who like abstractions: academics, lit-critters, the commentariat, and assorted peddlers of intellectual commodities. Socialism also means living a good life in a good environment, which means good old tangible things like, say, a good job, a nice place to live, accessible health care, decent education, efficient means of transportation, opportunities to spend your time with your family and friends, pursuing activities you enjoy, like fishing in the morning and writing poetry in the evening, or if you don't like fishing and are not poetically inclined, tending your garden or building a model railroad in the morning and playing Scrabble or doing crosswords in the evening. In a word, things that you can see, touch and manipulate in a way a 10-year old can see, touch and manipulate his or her x-mas present.
So what kind of socialism do you wish as your winter solstice present? Be specific - avoid abstractions and sweeping generalizations of the smash-the-state-abolish-the-wage-system variety. Focus on your social proximity, the place where you live and work. What specific, tangible things you would like to see happen in your social proximity, if you were to enjoy or winter solstice gift of socialism in the same way as a 10-year old enjoys his or her good old fashioned tangible x-mas present.
In a word - think of socialism in your social proximity, not socialism in books or far away places. And think of specific, tangible and positive things, like a health clinic, school, or public transportation system rather than the absence of this or that. And please share your wish list with others. I am really curious how people visualize socialism.
This is an obvious allusion to "Motorcycle diaries." I love trains, I have traveled a bit, and I would like to think of myself as a non-conformist if not a full fledged revolutionary. Non-conformism informed by observations from travels to various places seems like an interesting combination worth documenting, hence my "Train diaries".
Thursday, December 19, 2013
Thursday, November 7, 2013
A Short Soliloquy on Freedom and Fishing
When I was a student, deep down behind the Iron Curtain, an
event took place that shaped my thinking about freedom for the years to
come. I was invited to a boozing party
organized by the local university students.
The times were the 1970s and it was chic to be a political dissident, so
the conversation centered on kvetching about “the system.” Alas, there was a fellow there, a student at
the local Higher School of Agriculture we were told, who remained silent.
For those unfamiliar with the Eastern European scene, a word
of explanation is in order. There was a
steep social stratification between the cities and the countryside. The cities were urbane and high culture, the
countryside was parvenu. By extension, higher
education institutions training for urban professions were high class, while
those training for rural pursuits, such as agriculture, were déclassé. There was even a derogatory term for the
latter derived from the acronym for “Higher School of Agriculture” which, when
pronounced in a certain way, connoted defecation. To translate the situation into the American scene, it was like a duck showing up at a cock fight.
As the empty bottles piled up, the ag school guy finally
broke his silence and asked “Why do you guys hate our country so much?” Onerous silence followed. It was taken for granted in the Eastern European
intelligentsia circles that “the system” sucked. No further proofs or explanations were needed
or expected. Asking the “why” question
was, in fact, a form of the breaching experiment pioneered by the sociologist Harold
Garfinkel, a violation of an unspoken social norm that leaves everyone
perplexed and bewildered. People looked
at each other, not sure what to say, but the challenge needed to be countered. A bunch of philosophy students not being able
to answer a simple question posed by a peasant meant defeat and
humiliation. So shaking my grey cells
from the alcohol induced stupor I spurted “There is no freedom here.” The ag school guy was quick to reply. “What do you mean there is no freedom? You can do what you want. You can meet who you want, you can travel
places, you can go fishing ….” The “fishing”
– undoubtedly high on the agricultural agenda - was nonetheless one word too
many. The poor peasant should have finished with travel. The crowd burst with uncontrollable laughter “Ha,
ha, ha you can go fishing and you are free, ha, ha, ha”.
The challenge was deflected but I knew that “we,” the urbane
philosophy students at an elite liberal arts school, had lost to a lowly
peasant from the Higher School of Agriculture.
Unable to answer his simple question, we simply laughed the guy out of
the stage. That is what country bumpkins
do when challenged with philosophical questions.
Freedom is like god, a word that people like throwing around
on every occasion, but nobody really knows exactly what it means. Or rather it
means whatever one wants it to mean, that is, nothing in particular. They are like Rorschach blots onto which
people project their thoughts. Their
appeal lies not in what they denote, but what they connote, or to be more
precise, in the feelings they evoke in the audience. Such words are the building blocks of what
the philosopher Harry Frankfurter calls “bullshit.”
To be sure, much ink has been spilled on the subject of
freedom. Academic distinctions and careers
have been produced, lofty speeches delivered, crowds enthused, fortunes made,
people swindled, sent to prison or shot, places ransacked, wars fought, empires
created – all that in the name of freedom. Yet, as the philosopher Edmund Burke aptly
observed, freedom is as common as air or water – everyone has it save those few
who are locked up and chained. All
people have air, water and freedom regardless of their wealth, residence, social
standing, religious beliefs, political convictions etc. What varies is the price they have to pay to
use them. If a dictator proclaims that
people have to pay for the water they drink or be whipped and jailed for
crossing a line in the sand or saying things offensive to the dictator – the people
did not lose their water or freedom.
They still can drink and do or say what they want – all they have to do
is to pay a higher price for their choices.
If they find the prices imposed by the dictator too high, they can move
to another land which itself entail a cost, so the decision they face is the
choice between the price they pay to the dictator, the price they pay for
moving to another land, or refraining from actions that they deem outside their
price range.
What distinguishes freedom from air, water and similar nearly
inalienable things is the connotations that the former evokes but the latter do
not. Uttering the word “freedom” creates
warm glow, the feeling of something good and desirable which, it is often
hoped, will be extended from the utterance itself to the person uttering
it. When I say “freedom” I in fact say “trust
me, I am a good guy, I like good things in life.” It was this connotation that prompted me to
counter the peasant’s challenge with uttering the word “freedom.” “Us” are the good guys because we like
freedom, but “them” the functionaries and the apparatchiks are the bad guys because
they do not. That also explains why most
demagogues liberally dispense the word “freedom” at the sight of a slightest
challenge.
What it does not explain, however, is what happened next in
my story – the uncontrollable laughter caused by uttering the word “fishing”
after the word “freedom.” The easy
answer to this puzzle is that the laughter was provoked by the juxtaposition of
the sacred and the profane – a common literary device used to produce comedic
effects. But that merely begs another
question, why one ordinary activity (fishing) is construed as a profanity in
the context of sacred freedom, but another ordinary activity (taking a train or
a bus) is not. In fact, Karl Marx mentioned
fishing as one expression of individual freedom in the communist utopia,
juxtaposing it with writing poetry at some later time of the day, so there is clearly
something about freedom and fishing that appeals to human imagination.
One answer to this puzzle lies in the idea of the
sociologist Emile Durkheim. Durkheim was
grappled by a problem originated by the philosopher Immanuel Kant answering the
ages old question whether human knowledge is subjective or objective. His answer was “both.” There are subjective and objective elements
in human knowledge, and indeed all human perceptions of reality. What we feel and sense is objective, that is,
reflections of what is “out there” rather than figments of our imagination as
idealist philosophers maintained. However,
how all our perceptions and indeed all our thoughts are organized into coherent
wholes is subjective, that is, controlled by apriori forms of perception and
reasoning residing in human mind rather than “out there” in reality, contrary
to what realist philosophers maintained.
Kant’s solution, while ingenious, nonetheless posed a pernicious
question about the origins of those apriori forms themselves. Since different people use different apriori
forms to organize their perceptions and thought process, asking about the
origins of these forms is a legitimate philosophical pursuit.
Durkheim’s answer to this question was probably one of the
most fruitful inventions in social science.
Apriori forms are ingrained in human mind by society in which individuals
live, by ritualized forms of social behavior, such as religion or ceremonies,
which in turn, reflect the idealized form of social organization, that is, how
different roles, functions, statuses, rewards, etc. are distributed among members
of that society. If a biological analogy
can be used here, apriori forms of cognition are imprinted in human brain, just
as behavioral patterns are imprinted in the brains of young animals by
following their parents or their flocks.
A duckling will treat any large bird it sees around after it hatches as
its “mother”, and there are indeed reported cases of ducklings following hens or
even humans if the mother ducks were absent. Of course, human brain is far more complex and
flexible than that of animals, so it is capable of acquiring and holding many
imprinted forms during its life time.
However, once “imprinted,” the apriori forms organize human thinking and
perceptions in a manner that can be compared to photographic lenses – they alter
the image we see by focusing on certain elements of the image, and blurring or
filtering out other elements, but they are neither a part of that image nor
visible in it. This invention led to the
emergence of modern cognitive science as well as theories of organizational behavior. The famous “Sapir-Whorf hypothesis”
postulating the influence of language on variations in human perceptions of the
world is another example of this idea.
The speakers of a language that lacks the concept of snow are very bad
at perceiving variations of snow when they encounter it. It is not that they cannot see differences in,
say, snow consistency but rather they do not know whether these differences are
relevant.
But what does that have to do with freedom or, for that
matter, fishing? Freedom, like god, belong
to the category of nondescript feelings and conceptions grounded in general
human experience. When we are born, we are totally dependent on our parents for
survival, food, protection, etc. which imprints in us the idea of an omnipotent
human-like being that watches after us, aka “god.” This is a generalized nondescript feeling that
gets specific and manifest shapes from the cultural environment in which we
grow up. If we happen to live in, say,
India our conceptions of god take the form of dancing men and women, or monkey-like figures, if we happen to live in a Catholic country, then our conceptions of
god take the form of an old bearded man on a throne or a youngish guy nailed to
a cross, and so on. What matters here is
that our generalized experience of god – which originates in general human
condition of growing up – is shaped by our cultural experience that presents
some empirical forms as legitimate manifestations of god while other as
illegitimate. Portraying god as a monkey
is perfectly legitimate in India, but it is a sacrilege in Catholic
countries.
Ditto for freedom. We
get our generalized experience of freedom from our childhood, as absence of
parental supervision and control. We
feel the thrill of doing new and exciting things when parents are not watching
and this gives us the positive vibes associated with freedom. This generalized positive feeling is again
shaped by the social environment in which we grow up. If we are born to a family of serfs or
slaves, then the ability to change place of residence or hunt and fish on the
lord’s land is indeed a legitimate expression of freedom. If we are born to bourgeois family, however,
fishing is parvenu pursuit of house servants and of little concern to us. On the other hand, the ability to travel or
grub money without hindrance from governmental authorities is of significant
concern, and freedom takes the form of the unhindered ability to engage in
these pursuits. This explains why peasants
see freedom as the ability to fish while the bourgeoisie see it as freedom from
government regulations. It also explains
why the latter see the juxtaposition of freedom and fishing as comic, if not
sacrilegious. Fishing is one of many
mundane pursuits that bourgeoisie can pursue for pleasure, and as such lacking
any significance. Using it as an example
of the sacred freedom to grub money is like using the image of a monkey to
express the idea of deity. Only primitive
parvenus can do it in good faith, otherwise it is a joke of the “holy shit” or “fart
in an opera house” variety juxtaposing the sacred and the profane.
Americans are enamored with the notion of freedom to the
point of calling their piece of real estate “the land of the free.” I can see the historical roots of this
infatuation – the indentured servants shipped off to the colonies, the slaves
captured in Africa and sold like cattle to American plantation owners, the refugees
escaping imprisonment by dictators or invading armies – they all dreamed of
freedom understood as the ability to hunt, fish, marry and raise children without
fear of someone else hindering that ability.
It was a simple, and in a way, a noble human dream to live a normal
life. But some way down the road that
dream was captured, colonized, and subverted by conniving entrepreneurs,
businessmen, shysters, gangsters, and sociopaths who sought a different kind of
freedom – that from government oversight and social control hindering their
criminal or money grubbing activity. At
that juncture, the freedom has been defined as “liberty” or lack of government
oversight and social control of any kind, the ability to get what I want and to
kill anyone who stands in the way. And, strangest
of all, the peasant who used to dream of the freedom of fishing to feed his
family went along with this subversion.
This is another puzzle that begs an explanation. Why do people adopt ideas and viewpoints that
are irrelevant or even contradictory to their own interests? Many answers have been given to this question,
but I would like to hint one suggested by my story of the freedom of fishing –
because guys like me, the aspiring intellectuals, laughed the guys who wanted
the freedom to fish out of the stage. In
other words, because intellectuals stopped identifying themselves with people
who work for a living, and instead became lackeys of the money grubbing
entrepreneurial class, begging for scraps from their tables and aping their
manners and their speech.
I personally managed to get over the anti-statist bent and
shed the libertarian/anarchist conception of freedom, not an easy feat for an Eastern
European intellectual who grew up behind the iron curtain. The drivel of the imbecilic American
political discourse liberally dispensing the words liberty and freedom was a
helpful push factor. Studying sociology
rather than economics or business management was a strong pull factor. But many of my friends and acquaintances still
profess this notion of freedom colonized by businessmen, gangsters, and
sociopaths. Maybe they too see the light
some day.
A sociologist whose name escapes me at the moment once
observed that intellectuals a peculiar socio-economic class – they have more
power than they think but not as much as they think they should have. This builds on the idea of “organic
intellectuals” proposed by Antonio Gramsci.
Organic intellectuals are producers of ideas that have close affinity to
particular socio-economic classes, the working class, the professionals, the
bourgeoisie, and so on. As such, they
are able to draw power form the class interests they represent, and articulate
and amplify those interests. Gramsci
hoped that the development of the organic intellectuals of the working class is
the key to transforming a bourgeois society into a socialist one. If there is such a thing as organic intellectuals
of the working class in the US, EU or elsewhere they indeed face an uphill battle,
as neoliberalism has thoroughly colonized the public discourse. A good way to start is to take back the stolen
concept of freedom that is the pivot of the neoliberal ideology. Freedom resonates with universal human
experience and liberating it from the clutches of neoliberalism will travel a long
way in liberating the entire public discourse from this scourge. We should be able to say that all we need is
freedom to fish and feed our families without fearing of being laughed out of
the stage by neoliberal hacks.
Saturday, October 5, 2013
What is social class?
What is social class?
The classical Marxist view on the subject is that class is a group of
people who have the same relation to the means of production. In a nutshell, people who own means of
production (factories and capital investments) form the capitalist class,
people who sell their labor to the owners of the means of production are the
working class, those who both own their means of production and work in them
(e.g. small shop owners) are petite bourgeoisie, and those who do not sell
their labor but rather live off others (criminals, prostitutes, etc.) are the
lumpenproletariat. The Weberian (and
neo-Marxist) view, introduces additional elements defining class: occupation,
social status, socio-demographic characteristics etc. As a result we have multiple classes or class
fractions defined by various combinations of these characteristics. A good illustration of this concept of class
can be found in the book of French sociologists Pierre Bourdieu “Distinctions.”
One of the most important corollaries of these theories of
class is the claim that class membership determines collective interests of its
members (“class interests”) and this in turn can predict behavior. This is link between empirically observable “objective”
characteristics and subjective states of mind (interests) and their outcomes
(behavior) are the main draw of this argument for empirical social scientists,
such as myself. It is so, because it
allows a “clean” causal argument without falling into the chicken and egg
fallacy that often plagues arguments about states of mind and behavior. “Why did he do it?” “It was in his best interest?” “And how do we know it was in his best interest?” “Because he did it. He would have done it if it were not in his
interests.” Class membership makes it
possible to empirically define interests without relying on the alleged
empirical manifestations of those interests, i.e. purposive behavior.
I am currently involved in a book project, to which I am a
major contributor, whose central premise is a relationship between
socio-economic class and institutional social security arrangement. This premise is built on previous research in
the neo-Marxist tradition (Barrington Moore, Dietrich Rueschemeyer etc.)
arguing that the strength of the working class was essential for building
democratic institutions. The book
argues, in a nutshell, that the strength of the working class is essential for
building collective security arrangements - the stronger the working class the
stronger collective welfare protections arrangements (aka the welfare state),
the weaker the working class the stronger the individual welfare protection
arrangements (e.g. charitable organizations or reliance on family
networks). It is of course more complex
than that - but this is the main gist of it.
But the more I study it, the more I doubt that this premise
is true. To begin with, Australia had
historically had strong working class vis a vis landowners and industrial
bourgeoisie - yet it developed predominantly individual welfare protections and
rather weak welfare state. Her neighbor
New Zealand is in the same league. What
is more, in countries with strong collective welfare protections, like Sweden
or Norway, the push toward collective security arrangement primarily came not
from the working class but from the professionals and government
administration. Ditto for the UK, the
social welfare was spearheaded not by Labour but by professional bureaucrats
(Beveridge, etc.).
Germany is even a more telling case - social security
arrangements were first introduced by Otto von Bismarck, basically against the
wishes of both the high bourgeoisie and and labor. His main motivation was that collective
security was instrumental in his project of German unification - it created a
sense of collective "German interests" while neutralizing radical
elements among high bourgeoisie and militant labor. Similarly in the Netherlands and Belgium -
collective security was an element in a defense mobilization against the German
threat in the 1930s.
In short, the connection between working class and
collective security arrangements is at best dubious, if existing at all. The question is why, because on the surface
such collective welfare security arrangements are in the material interests of
the working class. Of course, the
significance of it for the US is quite obvious - it raises the question why
would a significant proportion of the 99 percent who would materially benefit
from collective welfare arrangements actively oppose such arrangements (the
What is the Matter with Kansas thing).
The standard explanation of this is based on the "false
consciousness" thesis - that people have been duped in one way or another
to act against their own interests, I find that explanation unsatisfactory,
because it is not an explanation at all, but a semantic argument to save the
central premise that socio-economic class is central driver of political
behavior from empirical refutation. The
refutation part comes from the fact that the purported cause (objectively
defined class interests) does not have the claimed effect (behavior leading to
the attainment of those interests). In
the same vein, a priest or a shaman may tell people to pray for rain, and if
they follow his advice and rain does not come, his answer is that they probably
did not pray hard enough.
My own thinking goes in a different direction - that broad
concepts of class based on a single distinguishing factor, such as the
relations to the means of production - are not very useful and bound to produce
falsehoods like every other generalization.
We need to define class in a more precise way by taking into account
several other factors in addition to the relations to the means of production,
including occupational status, level of formal education, cultural preferences
(thank you Bourdieu) as well as socio-demographic factors such as gender,
ethnicity or nationality. From that point
of view, evangelicals and tea party supporters in the US form a class - but it
is unclear how to define that class.
Calling them petite bourgeoisie does not do it because it is based on
the false consciousness assumption - those members of the working class that do
not have working class consciousness must be petite bourgeoisie. Moreover, petite bourgeoisie referred mainly
to small shop owners - and most evangelicals and tea party followers do not
belong to this category.
So this raises the first question - what defines them as a
class? It may sound like an academic
hair splitting, but it entails a serious problem of practical
consequences. If people have objectively
defined class interests, why do they act against those interests?” If we accept that they are rational actors
i.e. know what they are doing, it stands to logic that the claimed connection
between class interests and behavior is not supported by facts. Ideologues and religionists may not want to
be bothered with facts, but empirical social scientists do not want facts
contradicting their theories.
The second issue is how class interests are defined. The simplistic - and false - answer is that
every individual knows his/her best interests and those interests are
aggregated to a collective level by some spontaneous process. That is basically the classical and neo-classical
economic theory, which I may add is grounded in Anglo-Saxon individualism. In reality we know that people can hardly
agree on anything, let alone such nebulous concepts like "class
interests." Studies show that even
in formal organizations, which have much tighter rules and control mechanisms
than socio-economic classes - there is always a struggle in defining what the
goals and interests of the organization are.
So for socio-economic class - it is far more difficult and contentious
to define class interests.
My own thinking goes in a different direction again - class
interests do not emerge from below but are rather imposed from above, by a
vanguard party if you will. However,
there are many cliques vying for the status of the vanguard party, and the
question is which one of them actually becomes one. My hypothetical answer to this question is
the clique that faces the least resistance and opposition - which is consistent
with institutional theories organizational behavior. In other words - the clique that expresses
views that look most in line with what is consistent with the "stock
knowledge" or a set of beliefs and value taken for granted by members of a
given collective - be it organization or nascent socio-economic class becomes
its vanguard party that defines the class interests and class itself.
To sum it up, socio-economic class is defined not by some
objective characteristics of its members but by the vanguard party being
followed by members of that class. That
is to say, social classes are social spaces created by various cliques vying for
the status of the vanguard party that attract different followers. This is pretty much like sports team and
their fans - the “you will build they will come” thing. People may like sports in general, but that
does not translate into liking football, soccer or baseball, let alone
following a particular team. The reverse
is true - sports teams create particular sports and niches within those sports
which gradually attract followers. In
the same fashion, tea party followers are a class because the "vanguard"
tea party defines them as class and they consider that claim to be
legitimate.
Stated differently, social classes are socially constructed. They are constructed by vanguard parties, small
groups of professional activists or leaders who articulate collective interests
of other people (organizations, communities, nations, etc). These articulated interests act as a catalyst
attracting different followers who adopt them as legitimate expressions of
their own views. How much following a particular articulation of interests
attracts depends on three broadly defined factors: the affinity of that
articulation to the “stock knowledge” of a particular grouping of people, the
opposition this articulation faces from competing vanguard parties and from the
broader environment, and the relevance and plausibility of the articulation to
address a specific set of problems faced by the prospective followers. Anyone can belong to that class regardless of
occupation, relations to the means of production, cultural background, gender,
ethnicity etc. There may be correlations
between these characteristics and membership in different classes, but they
just that - correlations not causes or defining factors.
Tuesday, September 17, 2013
Islamism vs. Islam
This is a reply to a piece by Hatem Bazian "Religious Authority, State Power and Revolution"
Religion has always been in the business of legitimating the
authority of the state - be it Islam, Christianity, Buddhism, or Hinduism.
The modern state is an exception - its legitimacy is manufactured by its
claim to superior economic rationality - that it - its superior capacity to
deliver material goods. It has been working rather well for the advanced
capitalist countries, and it worked for a while for the developmental states
challenging the hegemony of the advanced capitalist states.
However, the capacity of capitalist economies to deliver the
goodies is fraught with problems of social stratification. This means that some
will get them in excess, while most will suffer shortages. This posed a
serious threat to the legitimacy of secular capitalist states, exploited by
various Communist movements in the 19th and 20th centuries that promised to
distribute the goodies to all. Western Europe staved off that challenge
by the creation of a welfare state that combined superior economic rationality
of capitalism with economic redistribution of communism. The
developmental states, otoh, failed on one or both of these fronts. The
Soviet style economy achieved redistribution but started failing behind on
economic rationality. The developmental states of the Middle East (except
perhaps Turkey) failed to achieve redistribution and to achieve economic
rationality on a par with advanced capitalist economies.
As a result, these developmental states lost their legitimacy.
In Eastern Europe, this was manifested by the "downfall of
communism" and the implementation of Western European welfare capitalism.
In the Middle East, this loss of legitimacy of the secular developmental
state was a bit more complicated. The wholesale transfer of welfare
capitalism along Eastern European lines was not feasible, so the loss of
legitimacy resulted in growing repression by secular elites to maintain their
power by brute force. This further eroded the legitimacy of these states,
and the need for an alternative emerged. That alternative was Islamism -
which must NOT, and I repeat, MUST NOT be confused with Islam.
Islamism is a form ideology that the US historian Barrington Moore called "Catonism" after the Roman politician Cato the Elder.
Catonism is an ideological reaction of elites whose traditional grip on
power has been challenged by economic development and modernization. It
represents the glorification of "tradition" or rather its idealized
image to counter the ideological influences of modernity. Catonism is
thus characterized by anti-intellectualism, hatred of foreigners, and the
advocacy of stern "traditional" virtues.
Islamism is a form of Catonism manufactured by state elites as
an ideological weapon against their democratic opponents. PakistaniGeneral Zia ul Haq is a good example - he restored to Islamism as an
ideological weapon against his opponent Ali Bhutto. This was a pure
political move that has nothing to do with religion, tradition, culture and
what not. Zia ul Haq used religion in a way politicians use any form of
knowledge or culture - for support rather than enlightenment. This, btw,
not that much different from the way Soviet leaders used Marxism or for that
matter the way the Roman Emperor Constantine used Christianity. In all
instances, they selected certain traits from a certain body of theological or
philosophical thought to manufacture ideology that legitimizes the power of a political elite or the state.
It is important to note that this recourse to religion as
"Catonist" ideology owes its status to political-military elites
rather than to religious scholars. The latter are basically nothing more
than mouthpieces for the political-military elites that use them.
However, it also creates an opportunity for religious scholars to grab
power for themselves. This happens in situations of political vacuum,
when power is "dropped on the floor" so to speak. This happened
in Iran where secular authority was undermined first by the Western powers conspiring against the Mosaddegh government and then by the downfall of the corrupt Pahlavi regime. At that point, there was no institutional force
in Iran capable of governing a state except the Islamic clergy that used this
opportunity to grab the power for themselves.
The Iranian model is fundamentally not replicable in other
"Islamist" states as long as secular military-political elites can
maintain their grip on state power. In those countries, Islamist scholars
will either play the role of mouthpieces on the payroll of these elites, or
elsewhere they will be suppressed by force if they try to pull an Iran, as it
recently happened in Egypt.
The bottom line is that Islamism and its adherents have as much
to do with Islam as the Nazi Sturmabteilung have to do with Christianity.
Both are gatherings of thugs used by reactionary political forces to grab state power and destroy their liberal/democratic opposition in countries that happen
to have Islamic or Christian majorities. That is to say, this has nothing
to do with religion, theology, or philosophy and everything to do with the
fascist bid to grab state power.
Monday, June 10, 2013
Math and Science
Mathematics is to science what ketchup is to food - it improves
the taste of otherwise unpalatable dishes, but it kills more subtle flavors of
everything else. This is particularly true of social sciences, where the
availability of cheap computer numerical data manipulation programs
fundamentally altered not only the direction of research, but also what kinds
of data are being collected.
Since qualitative data are more difficult
to process by computer software, their collection often takes the back seat in
favor of quantitative – or rather pseudo-quantitative - data collected by
opinion surveys. They are pseudo-quantitative,
because they use numerical scales representing intensity (e.g. strongly agree,
somewhat agree, neither agree not disagree, etc.), but they cannot be processed
as “real” numbers.
For “real” numbers, such as 1,2, 3, 4 etc. we can say that the
difference between 1 and 2 is the same as that between 3 and 4, and that 4 is
twice as big as 2. However, when those
numbers are being used as mere symbols representing multiple choices in an
opinion survey, they cease to be “real” numbers. They can be replaced with letters a,b,c,d,
etc. or even pictograms representing different choices cooked up by survey
designers. The reason why they are not “real” numbers but pictograms is that we
cannot say that a distance between choice a and choice b (e.g. strongly agree
and moderately agree) is the same as between b and c (moderately agree and
neither agree nor disagree).
Research shows that subjective perceptions of quantities
themselves differ from their numerical properties. For example, a 5 percent change in
probability is perceived differently depending on the overall probability of an
outcome (i.e. whether it is 10%, 50% or 90%).
When it comes to opinions and perceptions, that level of subjectivity is
even higher. For example, if I only “moderately
agree” with an opinion on, say, capital punishment, it may not take much to
persuade me to be an agnostic (neither agree nor disagree). However, if I have a strong feeling (strongly
agree or strongly disagree), it typically takes much more to move me into the “moderate
agreement/disagreement” direction.
Yet, assigning numbers to these options creates a false illusion
that they represent numerical quantities.
More conscientious researchers may refrain from treating them like “real”
numbers and limit their analysis to reporting frequency counts, but the
availability of cheap data processing software make such analysis look “pedestrian”
and a pressure is applied to use more “advanced” techniques. I am speaking from experience here. Some time ago, an anonymous peer reviewer of
my paper using frequency-based contingency tables showing distributions of opinions
collected in a survey called this technique “pedestrian” and suggested one
based on regression. In other words, let’s
treat them as “real” numbers. This advice reminds me of the old economist joke –
he could not find a can opener on an uninhabited island, so he assumed he had one.
The problem is not limited to the assumptions about quantitative
properties of the data, but the kind of research that gains dominance in social
sciences with the advent of cheap computational tools. This new research paradigm favors questions
that can be answered by numerical or quasi-numerical data, because such data
are easy to collect and process. Hence
the proliferation of various opinion surveys.
The idiocy of this approach lies not only in the misinterpretation of
numerical data, but more importantly, in intellectual laziness is fosters. Researchers abandon the difficult
intellectual task of trying to understand how people think and under what
conditions in favor of giving them simplistic multiple choice tests involving
pre-fabricated opinion statements, because such simplistic multiple choice
tests are easy to score and process by computers. If this is not the proverbial drunkard’s
search, I do not know what is.
Another implication of this observation is that science, or at least social science, is not
progress achieved by systematic testing of scientific theories as Karl Popper
believed, but rather movements between what Imre Lakatos called “scientific
research programmes.” The purpose of a
scientific research programme is not theory testing, as Popper believed, but ‘problem
shift” – that is, the construction of auxiliary hypotheses that render
contradicting evidence irrelevant to save core assumptions of a favored theory
from empirical refutation. Problem
shifts may take the form of crude “gate keeping” of the orthodoxy, for example
in economics, as decried by John Kenneth Galbraith, or more subtle forms,
such as changes in academic fads or the availability of new instruments of
scientific research.
The use of computer software utilizing mathematical analysis in
social science represents such a problem shift due to new tools. The problems researched and theories proposed
to explain them tend to be limited to those that lend themselves to being
processed by computerized tools. This
puts social science on the trajectory to become what theology was in the Middle
Ages, an impressive logically coherent intellectual edifice whose empirical relevance
and predictive power is on a par with that of a chimp randomly pushing computer
buttons.
Friday, May 17, 2013
Why I find many radical lefties mildly annoying, but libertarians and right wingers repulsive ...
... even if many of their ideas do not diverge that much.
So, I find many
people on the left annoying. It is not
that I dislike their political position. Au contraire, while I am not a
radical, I find myself much closer to the position championed by the left than
that found on the center – be it demand for universal health care and public services,
to the opposition to wars and the national security state, to defense of human
and civil rights, to support of immigrants and gay marriages, and to the demand for a fundamental systemic change and redistribution
of wealth.
My annoyance
with the lefties is more meta-cognitive (more about in a moment) than ideological. To be more precise – lefties love
abstractions. They love systems and
systemic forces while paying little or no attention to “men behind the curtain.” For them, the world is a clockwork mechanism in
which things follow a preordained order just as Leibniz claimed.
Except that they put Leibniz on his head and claim that this preordained world
order is evil, as it serves the interests of “world capital” (whatever that
is). And when they do not kvetch about
evils of capitalism, they escape into hagiography of their patron saints (Marx,
Engels, Lenin, Trotsky, etc.) and interpretations of their holy scriptures as
the ultimate truth about the world in which we live. It is
that copious knee-jerk recourse to scriptures and abstractions that I find
irritating.
The usefulness
of abstraction lies in its explanatory power - but if it obscures more than it
explains - it is not only useless, but it becomes a noise making apparatus and
thus it is dangerous. A belief that there is a unified "world
capital' with unified interests that are attained most of the time is the worst
kind of conspiracism that there is. A claim that there is a cabal of a few
hundred puppet masters secretly pulling strings more believable than this crap.
For anyone who
came to any understanding how complex systems work, it is hard to avoid a
conclusion how indeterminate those systems are. That is to say, even in
the ideal world of mathematics its is impossible to find *the* best solution or
outcome, as many different solutions are possible. A good view on this
has been provided by Paul Ormerod in his book "The death of economics" and also by Kenneth Arrow (Arrow's Impossibility Theorem).
So even if the "best outcome" cannot be found in the work of
mathematical abstraction, one can only imagine how messy it becomes in the real
world plagued not only with measurement errors, but also subjective
perceptions, conflicting interests, coincidences, unpredictability, plain
stupidity, inflated egos and the like.
A fear of
circumstances beyond human control is as old as humanity itself. It is
the reason for magic and religion that gave an illusion of control - or at
least understanding- of what is unpredictable, uncontrollable or inexplicable.
Of course, our modern "rational" world does not believe in
magic anymore, so we have to invent "rational" magic and its shamans.
Hence the demand for the consultants who crunch their numbers to create
an illusion that decision makes whom they serve are "rational" and
"know what they are doing." This is understandable - these
managers and decision makers do not want to appear clueless and impotent to the
public.
What I find
surprising, though, is that the critics of these managers and decision makers
not only swallow this illusion of control raw, but elevate it to even higher
level by purporting its near omnipotence and infallibility - that even the
managerial class itself would have problems believing. This goes well
beyond the ordinary fear of the uncontrollable. I see two possible
explanations of that - psychological and functional.
The
psychological explanation is that people with high IQ often have a certain form
of mental disorder manifested in the compulsive seeking of order and
regularities where none exist. This has been nicely portrayed in films
like "A beautiful mind" or
"Pi" .
In this particular case the relatively high intelligence of these
individuals is a disadvantage rather than advantage in the same way as a high
power engine is a disadvantage in a vehicle with faulty brakes. If I ride
a 50cc moped and my brakes fail, I can still manage to avoid crashing by
braking with my feet, but when I drive a 1000+ hp sportster and the brakes
fail, the crash is nearly certain. Ditto for high IQ individuals who fail
to balance their System 2 rationality with System 1 sense of reality - they are
lost in their own abstractions and often crash like protagonists in "A
beautiful mind" and "Pi".
The functional
explanation is that people who had high hopes of achieving "systemic
changes" - as many lefties did - but realized that their hopes failed to
materialize want to make sure that this was not due to their own faults or
mistakes. To do so, they portray their adversaries as far more powerful
and in control than they actually are, to create an illusion that they were
overwhelmed by a force majeure that was impossible to overcome. It is
easier to accept a failure when you believe that there was nothing that could
be done to win, than when you suspect that you fucked things up by your
inflexibility, dogmatism, intransigence, partisan bickering, and inability to
work with others.
Those two
explanations often work in tandem. They also point out to why so many
people find it so irritating to be around many lefties - they are highly
intelligent and on the correct side of the issues - but mad as hatters.
To be sure, this
infatuation with abstraction and doctrinaire inflexibility is not confined to the
left. It is also widely spread among
libertarians and right wingers. Yet,
while I view doctrinaire lefties as mildly annoying I have visceral gut revulsion
toward right wingers and libertarians, even if some of their claims are not that
far removed from those of doctrinaire lefties.
The reason goes
beyond ideological claims or even rational and gets into the realm of meta-rationality
of cognitive frameworks, of ways of processing information. There seem to be two different such frameworks,
which on the pain of great simplification I can label as core- boundary balanced,
or core or boundary-centric.
Some cognitive
scientists, e.g. my former professor at Rutgers Eviatar Zerubavel see cognition in terms of spatial relations, as ‘fields’ that have a “center’
and ‘boundaries.’ A good illustration is the concept of ‘neighborhood’ that has
its geographical center and it is delineated by its boundaries on the
periphery. The “core” is the essential
characteristics that objects denoted by it possess, e.g. to “be red” the light
must have a wavelength of about 650 nm.
The “boundary” is the line that separates members denoted by that
concept from all nonmembers, e.g. orange light that has a wavelength of about
590 nm. I selected the color spectrum as
an illustration quite deliberately, to underscore the fact that boundaries are
often fuzzy and set rather arbitrarily.
All people who are not color blind are likely to agree what red and
orange colors are, but you will not find such agreement to separate these colors near
their boundaries.
With that in mind, it is possible to define a concept in two
fundamentally different ways – by focusing on its core features i.e. the
essential characteristics that objects denoted by it possess, or by focusing on
its boundaries i.e. features that separate its members from non-members. In normal discourse you need of course both –
you obviously have to know what the core features are, but you also need to be
able identify the boundaries. However,
it is also possible to pay far more attention either the core or the boundary,
which I believe defines different cognitive frameworks of processing
information.
The cognitive framework that focuses primarily on the core i.e. the
central defining attributes but also pays nontrivial attention to boundaries is
a “balanced” one. This is how the so-called
normal cognition operates. We are
primarily concerned what the core attributes of a concept are, and that is why we
construct definitions, but we also want to know how to separate members denoted
by that concept from non-members. That is
why we devise operational rules.
However, a “balanced” framework accepts the fact that there are “borderline
cases” than cannot be easily decide to be “in” or “out” and can live with this ambiguity.
In “unbalanced” frameworks, however, two things can happen. One is excessive focus on the core features
and the neglect of boundaries. This is
the way mystics and hippies see the world – everything is connected with
everything else and everything falls into one gigantic category of one organic fluctuating
being. All has the same core principle, therefore all is one. On the other extreme is the framework that
excessively focuses on the boundaries while neglecting the core. This is the nit-picking or academic hair
splitting style of thinking that focuses on minute differences while forgetting
profound similarities.
These cognitive frameworks also guide our political and everyday life
thinking. A good example is attitudes
toward immigration. The balanced framework
is that we are a nation of immigrants and our core principle is tolerance of
newcomers, but we certainly need to have some reasonable border control. However, this border control does not need
to be perfect, and we can live with this imperfection as long as our core values of tolerance are
not too severely strained. The core-centric framework focuses mainly on our core value – tolerance, and ignores the
boundary issue. These folks essentially
believe that we should have open boundaries and welcome everyone who shows
up. The boundary-centric framework is its
opposite – it does not care about core principles, all it cares is protection
of boundaries. Hence its propensity for
building fences, "drawing lines in the sand," and dismay toward those who refuse to "toe the line."
Core- and boundary-focused frameworks are not necessarily mutually
exclusive – certain individuals may adopt both, albeit in different
situations. But that is a subject for
another discussion. More to the point, people
using any of these “unbalanced” frameworks often appear annoying to those who
use different ones. I would characterize
myself as using the balanced framework, perhaps with a slight tilt toward the
core-centric side. That is perhaps why I
find people with core-centric frameworks – the mystics, the hippies, the
floozies, the dope-heads and the like funny, sometimes mildly annoying, but not particularly repulsive. This also explains why I find the core-centric abstractions of many
lefties – such as those that see only “world capitalism” and fail to draw
boundaries between, say, a welfare state capitalism of Sweden or European
Union, and the nasty neoliberal variety found in the US, funny and sometimes
mildly annoying, but generally tolerable.
It is boundary-centered people that I find repulsive and their views viscerally antithetical to mine, regardless of what they actually claim. My visceral disgust toward right wing and libertarian frames is grounded
not as much in the content of their ideas, some of which may make sense, but in
their boundary-centered cognitive framework that in my book is synonymous with extreme
mental rigidity and doctrinaire hair splitting. It is not rational but meta-rational, that is far more influential on what and how we think than commonly believed.
Thursday, March 21, 2013
Public money private pockets
Recently the Washington Post published an article on the transit center being built in Silver Spring, MD where I live. In short, the center is unsafe and unusable even before it opens because of shoddy design and construction. This is of considerable interest to me for two reasons. First, I am using public transit daily, and having to walk around a defunct transit center adds considerable inconvenience to my daily commute. Second, that boondoggle is financed by my tax dollars.
A typical reaction of the gullible American public to this news can be summarized in one line "government failure" and it is sheer nonsense. Yet another example of how the American mind is inculcated with business propaganda.
I do not think it is the local government failure. It is the utter failure of the "public-private partnership" business model that prevails in this country. Public money private pockets, which is a recipe for private businesses milking the taxpayer and cutting corners to boost their bottom line. Bloomberg News had an article on this not long ago showing that comparable public projects cost about twice as much in the US than in EU where the governments have much greater capacity for designing and implementing projects themselves instead of contracting them out .
The "defense" industry has been using this public- private partnership scheme for decades to milk the taxpayers for military gadgets, and the developers are following the suit. Another good example is the newly opened Paint Branch High School in Montgomery County (also financed with my tax dollars) - inferior design, shabby construction, and the taxpayers footing the bill for what is labeled as "education spending." A more appropriate way of labeling it is "corporate welfare state" in which taxpayers subsidize corporate salaries and profits.
This is not a failure of the local government. This the failure of the economic model in which private business is a sacred cow and the government is a scapegoat for all private business failures. As long as it so, failures like this will be a part of business landscape, private developers will laugh all the way to the bank, and the taxpayer will keep paying for it through the nose. It also a proof that the public sector's capacity to carry out public works itself instead of relying on private contractors will better serve public interests than the crooked public-private partnerships. Keep this in mind next time you hear pro-business mouthpieces calling for "small government."
A typical reaction of the gullible American public to this news can be summarized in one line "government failure" and it is sheer nonsense. Yet another example of how the American mind is inculcated with business propaganda.
I do not think it is the local government failure. It is the utter failure of the "public-private partnership" business model that prevails in this country. Public money private pockets, which is a recipe for private businesses milking the taxpayer and cutting corners to boost their bottom line. Bloomberg News had an article on this not long ago showing that comparable public projects cost about twice as much in the US than in EU where the governments have much greater capacity for designing and implementing projects themselves instead of contracting them out .
The "defense" industry has been using this public- private partnership scheme for decades to milk the taxpayers for military gadgets, and the developers are following the suit. Another good example is the newly opened Paint Branch High School in Montgomery County (also financed with my tax dollars) - inferior design, shabby construction, and the taxpayers footing the bill for what is labeled as "education spending." A more appropriate way of labeling it is "corporate welfare state" in which taxpayers subsidize corporate salaries and profits.
This is not a failure of the local government. This the failure of the economic model in which private business is a sacred cow and the government is a scapegoat for all private business failures. As long as it so, failures like this will be a part of business landscape, private developers will laugh all the way to the bank, and the taxpayer will keep paying for it through the nose. It also a proof that the public sector's capacity to carry out public works itself instead of relying on private contractors will better serve public interests than the crooked public-private partnerships. Keep this in mind next time you hear pro-business mouthpieces calling for "small government."
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