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Tuesday, March 2, 2021

Wage slavery

From Wikipedia, the free encyclopedia

Wage slavery is a term describing a situation in which a person's livelihood depends on wages or a salary, especially when the dependence is total and immediate. It has been used to criticise exploitation of labour and social stratification, with the former seen primarily as unequal bargaining power between labour and capital (particularly when workers are paid comparatively low wages, e.g. in sweatshops) and the latter as a lack of workers' self-management, fulfilling job choices and leisure in an economy. The criticism of social stratification covers a wider range of employment choices bound by the pressures of a hierarchical society to perform otherwise unfulfilling work that deprives humans of their "species character" not only under threat of starvation or poverty, but also of social stigma and status diminution. Historically, some socialist organisations and activists have espoused workers' self-management or worker cooperatives as possible alternatives to wage labour.

Similarities between wage labour and slavery were noted as early as Cicero in Ancient Rome, such as in De Officiis. With the advent of the Industrial Revolution, thinkers such as Pierre-Joseph Proudhon and Karl Marx elaborated the comparison between wage labour and slavery, while Luddites emphasised the dehumanisation brought about by machines. The introduction of wage labour in 18th-century Britain was met with resistance, giving rise to the principles of syndicalism and anarchism.

Before the American Civil War, Southern defenders of African American slavery invoked the concept of wage slavery to favourably compare the condition of their slaves to workers in the North. The United States abolished most forms of slavery after the Civil War, but labour union activists found the metaphor useful – according to historian Lawrence Glickman, in the Gilded Age "[r]eferences abounded in the labour press, and it is hard to find a speech by a labour leader without the phrase".

History

Emma Goldman denounced wage slavery by saying: "The only difference is that you are hired slaves instead of block slaves".

The view that working for wages is akin to slavery dates back to the ancient world. In ancient Rome, Cicero wrote that "the very wage [wage labourers] receive is a pledge of their slavery".

In 1763, the French journalist Simon Linguet published an influential description of wage slavery:

The slave was precious to his master because of the money he had cost him ... They were worth at least as much as they could be sold for in the market ... It is the impossibility of living by any other means that compels our farm labourers to till the soil whose fruits they will not eat and our masons to construct buildings in which they will not live ... It is want that compels them to go down on their knees to the rich man in order to get from him permission to enrich him ... what effective gain [has] the suppression of slavery brought [him ?] He is free, you say. Ah! That is his misfortune ... These men ... [have] the most terrible, the most imperious of masters, that is, need. ... They must therefore find someone to hire them, or die of hunger. Is that to be free?

The view that wage work has substantial similarities with chattel slavery was actively put forward in the late 18th and 19th centuries by defenders of chattel slavery (most notably in the Southern states of the United States) and by opponents of capitalism (who were also critics of chattel slavery). Some defenders of slavery, mainly from the Southern slave states, argued that Northern workers were "free but in name – the slaves of endless toil" and that their slaves were better off. This contention has been partly corroborated by some modern studies that indicate slaves' material conditions in the 19th century were "better than what was typically available to free urban laborers at the time". In this period, Henry David Thoreau wrote that "[i]t is hard to have a Southern overseer; it is worse to have a Northern one; but worst of all when you are the slave-driver of yourself".

Some abolitionists in the United States regarded the analogy as spurious. They believed that wage workers were "neither wronged nor oppressed". Abraham Lincoln and the Republicans argued that the condition of wage workers was different from slavery as laborers were likely to have the opportunity to work for themselves in the future, achieving self-employment. The abolitionist and former slave Frederick Douglass initially declared "now I am my own master", upon taking a paying job. However, later in life he concluded to the contrary, saying "experience demonstrates that there may be a slavery of wages only a little less galling and crushing in its effects than chattel slavery, and that this slavery of wages must go down with the other". Douglass went on to speak about these conditions as arising from the unequal bargaining power between the ownership/capitalist class and the non-ownership/laborer class within a compulsory monetary market: "No more crafty and effective devise for defrauding the southern laborers could be adopted than the one that substitutes orders upon shopkeepers for currency in payment of wages. It has the merit of a show of honesty, while it puts the laborer completely at the mercy of the land-owner and the shopkeeper".

African American wage workers picking cotton on a plantation in the South

Self-employment became less common as the artisan tradition slowly disappeared in the later part of the 19th century. In 1869, The New York Times described the system of wage labor as "a system of slavery as absolute if not as degrading as that which lately prevailed at the South". E. P. Thompson notes that for British workers at the end of the 18th and beginning of the 19th centuries, the "gap in status between a 'servant,' a hired wage-laborer subject to the orders and discipline of the master, and an artisan, who might 'come and go' as he pleased, was wide enough for men to shed blood rather than allow themselves to be pushed from one side to the other. And, in the value system of the community, those who resisted degradation were in the right". A "Member of the Builders' Union" in the 1830s argued that the trade unions "will not only strike for less work, and more wages, but will ultimately abolish wages, become their own masters and work for each other; labor and capital will no longer be separate but will be indissolubly joined together in the hands of workmen and work-women". This perspective inspired the Grand National Consolidated Trades Union of 1834 which had the "two-fold purpose of syndicalist unions – the protection of the workers under the existing system and the formation of the nuclei of the future society" when the unions "take over the whole industry of the country". "Research has shown", summarises William Lazonick, "that the 'free-born Englishman' of the eighteenth century – even those who, by force of circumstance, had to submit to agricultural wage labour – tenaciously resisted entry into the capitalist workshop".

The use of the term "wage slave" by labor organizations may originate from the labor protests of the Lowell mill girls in 1836. The imagery of wage slavery was widely used by labor organizations during the mid-19th century to object to the lack of workers' self-management. However, it was gradually replaced by the more neutral term "wage work" towards the end of the 19th century as labor organizations shifted their focus to raising wages.

Karl Marx described capitalist society as infringing on individual autonomy because it is based on a materialistic and commodified concept of the body and its liberty (i.e. as something that is sold, rented, or alienated in a class society). According to Friedrich Engels:

The slave is sold once and for all; the proletarian must sell himself daily and hourly. The individual slave, property of one master, is assured an existence, however miserable it may be, because of the master's interest. The individual proletarian, property as it were of the entire bourgeois class which buys his labor only when someone has need of it, has no secure existence.

Similarities of wage work with slavery

Critics of wage work have drawn several similarities between wage work and slavery:

  1. Since the chattel slave is property, his value to an owner is in some ways higher than that of a worker who may quit, be fired or replaced. The chattel slave's owner has made a greater investment in terms of the money paid for the slave. For this reason, in times of recession chattel slaves could not be fired like wage laborers. A "wage slave" could also be harmed at no (or less) cost. American chattel-slaves in the 19th century had improved their standard of living from the 18th century and – according to historians Fogel and Engerman – plantation records show that slaves worked less, were better fed and whipped only occasionally – their material conditions in the 19th century being "better than what was typically available to free urban laborers at the time". This was partially due to slave psychological strategies under an economic system different from capitalist wage-slavery. According to Mark Michael Smith of the Economic History Society, "although intrusive and oppressive, paternalism, the way masters employed it, and the methods slaves used to manipulate it, rendered slaveholders' attempts to institute capitalistic work regimens on their plantation ineffective and so allowed slaves to carve out a degree of autonomy".
  2. Unlike a chattel slave, a wage laborer can (barring unemployment or lack of job offers) choose between employers, but those employers usually constitute a minority of owners in the population for which the wage laborer must work while attempts to implement workers' control on employers' businesses may be considered an act of theft or insubordination and thus be met with violence, imprisonment or other legal and social measures. The wage laborer's starkest choice is to work for an employer or to face poverty or starvation. If a chattel slave refuses to work, a number of punishments are also available; from beatings to food deprivation – although economically rational slave-owners practiced positive reinforcement to achieve best results and before losing their investment by killing an expensive slave.
  3. Historically, the range of occupations and status positions held by chattel slaves has been nearly as broad as that held by free persons, indicating some similarities between chattel slavery and wage slavery as well.
  4. Like chattel slavery, wage slavery does not stem from some immutable "human nature", but represents a "specific response to material and historical conditions" that "reproduce[s] the inhabitants, the social relations… the ideas… [and] the social form of daily life".
  5. Similarities became blurred when proponents of wage labor won the American Civil War of 1861–1865, in which they competed for legitimacy with defenders of chattel slavery. Each side presented an over-positive assessment of their own system while denigrating the opponent.
Noam Chomsky has written in support of labour movements.

According to American anarcho-syndicalist philosopher Noam Chomsky, workers themselves noticed the similarities between chattel and wage slavery. Chomsky noted that the 19th-century Lowell mill girls, without any reported knowledge of European Marxism or anarchism, condemned the "degradation and subordination" of the newly-emerging industrial system and the "new spirit of the age: gain wealth, forgetting all but self", maintaining that "those who work in the mills should own them". They expressed their concerns in a protest song during their 1836 strike:

Oh! isn't it a pity, such a pretty girl as I
Should be sent to the factory to pine away and die?
Oh! I cannot be a slave, I will not be a slave,
For I'm so fond of liberty,
That I cannot be a slave.

Defenses of both wage labor and chattel slavery in the literature have linked the subjection of man to man with the subjection of man to nature – arguing that hierarchy and a social system's particular relations of production represent human nature and are no more coercive than the reality of life itself. According to this narrative, any well-intentioned attempt to fundamentally change the status quo is naively utopian and will result in more oppressive conditions. Bosses in both of these long-lasting systems argued that their respective systems created a lot of wealth and prosperity. In some sense, both did create jobs, and their investment entailed risk. For example, slave-owners risked losing money by buying chattel slaves who later became ill or died; while bosses risked losing money by hiring workers (wage slaves) to make products that did not sell well on the market. Marginally, both chattel and wage slaves may become bosses; sometimes by working hard. The "rags to riches" story occasionally comes to pass in capitalism; the "slave to master" story occurred in places like colonial Brazil, where slaves could buy their own freedom and become business owners, self-employed, or slave-owners themselves. Thus critics of the concept of wage slavery do not regard social mobility, or the hard work and risk that it may entail, as a redeeming factor.

Anthropologist David Graeber has noted that historically the first wage-labor contracts we know about – whether in ancient Greece or Rome, or in the Malay or Swahili city-states in the Indian Ocean – were in fact contracts for the rental of chattel slaves (usually the owner would receive a share of the money and the slaves another, with which to maintain their living expenses). According to Graeber, such arrangements were quite common in New World slavery as well, whether in the United States or in Brazil. C. L. R. James (1901-1989) argued that most of the techniques of human organization employed on factory workers during the Industrial Revolution first developed on slave plantations. Subsequent work "traces the innovations of modern management to the slave plantation".

Decline in use of term

By the end of the 19th century, both the use of the term wage slavery and its meaning declined.

The usage of the term "wage slavery" shifted to "wage work" at the end of the 19th century as groups like the Knights of Labor and American Federation of Labor shifted to a more reformist, trade union ideology instead of worker's self-management. Much of the decline was caused by the rapid increase in manufacturing after the Industrial Revolution and the subsequent dominance of wage labor as a result. Another factor was immigration and demographic changes that led to ethnic tension between the workers.

As Hallgrimsdottir and Benoit point out:

[I]ncreased centralization of production ... declining wages ... [an] expanding ... labor pool ... intensifying competition, and ... [t]he loss of competence and independence experienced by skilled labor" meant that "a critique that referred to all [wage] work as slavery and avoided demands for wage concessions in favor of supporting the creation of the producerist republic (by diverting strike funds towards funding ... co-operatives, for example) was far less compelling than one that identified the specific conditions of slavery as low wages.

Treatment in various economic systems

Some anti-capitalist thinkers claim that the elite maintain wage slavery and a divided working class through their influence over the media and entertainment industry, educational institutions, unjust laws, nationalist and corporate propaganda, pressures and incentives to internalize values serviceable to the power structure, state violence, fear of unemployment, and a historical legacy of exploitation and profit accumulation/transfer under prior systems, which shaped the development of economic theory. Adam Smith noted that employers often conspire together to keep wages low and have the upper hand in conflicts between workers and employers:

The interest of the dealers ... in any particular branch of trade or manufactures, is always in some respects different from, and even opposite to, that of the public... [They] have generally an interest to deceive and even to oppress the public ... We rarely hear, it has been said, of the combinations of masters, though frequently of those of workmen. But whoever imagines, upon this account, that masters rarely combine, is as ignorant of the world as of the subject. Masters are always and everywhere in a sort of tacit, but constant and uniform combination, not to raise the wages of labor above their actual rate ... It is not, however, difficult to foresee which of the two parties must, upon all ordinary occasions, have the advantage in the dispute, and force the other into a compliance with their terms.

Capitalism

Pinkerton guards escort strikebreakers in Buchtel, Ohio, 1884
 
Red Army troops attack Kronstadt libertarian socialist "wage slavery" critics who had demanded among other things that "handicraft production be authorized provided it does not utilize wage labour"

The concept of wage slavery could conceivably be traced back to pre-capitalist figures like Gerrard Winstanley from the radical Christian Diggers movement in England, who wrote in his 1649 pamphlet, The New Law of Righteousness, that there "shall be no buying or selling, no fairs nor markets, but the whole earth shall be a common treasury for every man" and "there shall be none Lord over others, but every one shall be a Lord of himself".

Aristotle stated that "the citizens must not live a mechanic or a mercantile life (for such a life is ignoble and inimical to virtue), nor yet must those who are to be citizens in the best state be tillers of the soil (for leisure is needed both for the development of virtue and for active participation in politics)", often paraphrased as "all paid jobs absorb and degrade the mind". Cicero wrote in 44 BC that "vulgar are the means of livelihood of all hired workmen whom we pay for mere manual labour, not for artistic skill; for in their case the very wage they receive is a pledge of their slavery". Somewhat similar criticisms have also been expressed by some proponents of liberalism, like Silvio Gesell and Thomas Paine; Henry George, who inspired the economic philosophy known as Georgism; and the Distributist school of thought within the Catholic Church.

To Karl Marx and anarchist thinkers like Mikhail Bakunin and Peter Kropotkin, wage slavery was a class condition in place due to the existence of private property and the state. This class situation rested primarily on:

  1. The existence of property not intended for active use;
  2. The concentration of ownership in few hands;
  3. The lack of direct access by workers to the means of production and consumption goods; and
  4. The perpetuation of a reserve army of unemployed workers.

And secondarily on:

  1. The waste of workers' efforts and resources on producing useless luxuries;
  2. The waste of goods so that their price may remain high; and
  3. The waste of all those who sit between the producer and consumer, taking their own shares at each stage without actually contributing to the production of goods, i.e. the middle man.

Fascism

Fascist economic policies were more hostile to independent trade unions than modern economies in Europe or the United States. Fascism was more widely accepted in the 1920s and 1930s, and foreign corporate investment (notably from the United States) in Germany increased after the fascists took power.

Fascism has been perceived by some notable critics, like Buenaventura Durruti, to be a last resort weapon of the privileged to ensure the maintenance of wage slavery:

No government fights fascism to destroy it. When the bourgeoisie sees that power is slipping out of its hands, it brings up fascism to hold onto their privileges.

Psychological effects

According to Noam Chomsky, analysis of the psychological implications of wage slavery goes back to the Enlightenment era. In his 1791 book The Limits of State Action, classical liberal thinker Wilhelm von Humboldt explained how "whatever does not spring from a man's free choice, or is only the result of instruction and guidance, does not enter into his very nature; he does not perform it with truly human energies, but merely with mechanical exactness" and so when the laborer works under external control, "we may admire what he does, but we despise what he is". Because they explore human authority and obedience, both the Milgram and Stanford experiments have been found useful in the psychological study of wage-based workplace relations.

Self-identity problems and stress

According to research, modern work provides people with a sense of personal and social identity that is tied to:

  1. The particular work role, even if unfulfilling; and
  2. The social role it entails e.g. family bread-winning, friendship forming and so on.

Thus job loss entails the loss of this identity.

Erich Fromm argued that if a person perceives himself as being what he owns, then when that person loses (or even thinks of losing) what he "owns" (e.g. the good looks or sharp mind that allow him to sell his labor for high wages) a fear of loss may create anxiety and authoritarian tendencies because that person's sense of identity is threatened. In contrast, when a person's sense of self is based on what he experiences in a “state of being” with a less materialistic regard for what he once had and lost, or may lose, then less authoritarian tendencies prevail. In his view, the state of being flourishes under a worker-managed workplace and economy, whereas self-ownership entails a materialistic notion of self, created to rationalize the lack of worker control that would allow for a state of being.

Investigative journalist Robert Kuttner analyzed the work of public-health scholars Jeffrey Johnson and Ellen Hall about modern conditions of work and concludes that "to be in a life situation where one experiences relentless demands by others, over which one has relatively little control, is to be at risk of poor health, physically as well as mentally". Under wage labor, "a relatively small elite demands and gets empowerment, self-actualization, autonomy, and other work satisfaction that partially compensate for long hours" while "epidemiological data confirm that lower-paid, lower-status workers are more likely to experience the most clinically damaging forms of stress, in part because they have less control over their work".

Wage slavery and the educational system that precedes it "implies power held by the leader. Without power the leader is inept. The possession of power inevitably leads to corruption ... in spite of ... good intentions ... [Leadership means] power of initiative, this sense of responsibility, the self-respect which comes from expressed manhood, is taken from the men, and consolidated in the leader. The sum of their initiative, their responsibility, their self-respect becomes his ... [and the] order and system he maintains is based upon the suppression of the men, from being independent thinkers into being 'the men' ... In a word, he is compelled to become an autocrat and a foe to democracy". For the "leader", such marginalisation can be beneficial, for a leader "sees no need for any high level of intelligence in the rank and file, except to applaud his actions. Indeed such intelligence from his point of view, by breeding criticism and opposition, is an obstacle and causes confusion". Wage slavery "implies erosion of the human personality ... [because] some men submit to the will of others, arousing in these instincts which predispose them to cruelty and indifference in the face of the suffering of their fellows".

Psychological control

Higher wages

In 19th-century discussions of labor relations, it was normally assumed that the threat of starvation forced those without property to work for wages. Proponents of the view that modern forms of employment constitute wage slavery, even when workers appear to have a range of available alternatives, have attributed its perpetuation to a variety of social factors that maintain the hegemony of the employer class.

In an account of the Lowell mill girls, Harriet Hanson Robinson wrote that generously high wages were offered to overcome the degrading nature of the work:

At the time the Lowell cotton mills were started the caste of the factory girl was the lowest among the employments of women. ... She was represented as subjected to influences that must destroy her purity and selfrespect. In the eyes of her overseer she was but a brute, a slave, to be beaten, pinched and pushed about. It was to overcome this prejudice that such high wages had been offered to women that they might be induced to become millgirls, in spite of the opprobrium that still clung to this degrading occupation.

In his book Disciplined Minds, Jeff Schmidt points out that professionals are trusted to run organizations in the interests of their employers. Because employers cannot be on hand to manage every decision, professionals are trained to "ensure that each and every detail of their work favors the right interests–or skewers the disfavored ones" in the absence of overt control:

The resulting professional is an obedient thinker, an intellectual property whom employers can trust to experiment, theorize, innovate and create safely within the confines of an assigned ideology.

Parecon (participatory economics) theory posits a social class "between labor and capital" of higher paid professionals such as "doctors, lawyers, engineers, managers and others" who monopolize empowering labor and constitute a class above wage laborers who do mostly "obedient, rote work".

Lower wages

The terms "employee" or "worker" have often been replaced by "associate". This plays up the allegedly voluntary nature of the interaction while playing down the subordinate status of the wage laborer as well as the worker-boss class distinction emphasized by labor movements. Billboards as well as television, Internet and newspaper advertisements consistently show low-wage workers with smiles on their faces, appearing happy.

Job interviews and other data on requirements for lower skilled workers in developed countries – particularly in the growing service sector – indicate that the more workers depend on low wages and the less skilled or desirable their job is, the more employers screen for workers without better employment options and expect them to feign unremunerative motivation. Such screening and feigning may not only contribute to the positive self-image of the employer as someone granting desirable employment, but also signal wage-dependence by indicating the employee's willingness to feign, which in turn may discourage the dissatisfaction normally associated with job-switching or union activity.

At the same time, employers in the service industry have justified unstable, part-time employment and low wages by playing down the importance of service jobs for the lives of the wage laborers (e.g. just temporary before finding something better, student summer jobs and the like).

In the early 20th century, "scientific methods of strikebreaking" were devised – employing a variety of tactics that emphasized how strikes undermined "harmony" and "Americanism".

Workers' self-management

Some social activists objecting to the market system or price system of wage working historically have considered syndicalism, worker cooperatives, workers' self-management and workers' control as possible alternatives to the current wage system.

Labor and government

The American philosopher John Dewey believed that until "industrial feudalism" is replaced by "industrial democracy", politics will be "the shadow cast on society by big business". Thomas Ferguson has postulated in his investment theory of party competition that the undemocratic nature of economic institutions under capitalism causes elections to become occasions when blocs of investors coalesce and compete to control the state.

Noam Chomsky has argued that political theory tends to blur the 'elite' function of government:

Modern political theory stresses Madison's belief that "in a just and a free government the rights both of property and of persons ought to be effectually guarded." But in this case too it is useful to look at the doctrine more carefully. There are no rights of property, only rights to property that is, rights of persons with property,... In representative democracy, as in, say, the United States or Great Britain […] there is a monopoly of power centralized in the state, and secondly – and critically – […] the representative democracy is limited to the political sphere and in no serious way encroaches on the economic sphere […] That is, as long as individuals are compelled to rent themselves on the market to those who are willing to hire them, as long as their role in production is simply that of ancillary tools, then there are striking elements of coercion and oppression that make talk of democracy very limited, if even meaningful.

In this regard, Chomsky has used Bakunin's theories about an "instinct for freedom", the militant history of labor movements, Kropotkin's mutual aid evolutionary principle of survival and Marc Hauser's theories supporting an innate and universal moral faculty, to explain the incompatibility of oppression with certain aspects of human nature.

Influence on environmental degradation

Loyola University philosophy professor John Clark and libertarian socialist philosopher Murray Bookchin have criticized the system of wage labor for encouraging environmental destruction, arguing that a self-managed industrial society would better manage the environment. Like other anarchists, they attribute much of the Industrial Revolution's pollution to the "hierarchical" and "competitive" economic relations accompanying it.

Employment contracts

Some criticize wage slavery on strictly contractual grounds, e.g. David Ellerman and Carole Pateman, arguing that the employment contract is a legal fiction in that it treats human beings juridically as mere tools or inputs by abdicating responsibility and self-determination, which the critics argue are inalienable. As Ellerman points out, "[t]he employee is legally transformed from being a co-responsible partner to being only an input supplier sharing no legal responsibility for either the input liabilities [costs] or the produced outputs [revenue, profits] of the employer's business". Such contracts are inherently invalid "since the person remain[s] a de facto fully capacitated adult person with only the contractual role of a non-person" as it is impossible to physically transfer self-determination. As Pateman argues:

The contractarian argument is unassailable all the time it is accepted that abilities can 'acquire' an external relation to an individual, and can be treated as if they were property. To treat abilities in this manner is also implicitly to accept that the 'exchange' between employer and worker is like any other exchange of material property . . . The answer to the question of how property in the person can be contracted out is that no such procedure is possible. Labour power, capacities or services, cannot be separated from the person of the worker like pieces of property.

In a modern liberal capitalist society, the employment contract is enforced while the enslavement contract is not; the former being considered valid because of its consensual/non-coercive nature and the latter being considered inherently invalid, consensual or not. The noted economist Paul Samuelson described this discrepancy:

Since slavery was abolished, human earning power is forbidden by law to be capitalized. A man is not even free to sell himself; he must rent himself at a wage.

Some advocates of right-libertarianism, among them philosopher Robert Nozick, address this inconsistency in modern societies arguing that a consistently libertarian society would allow and regard as valid consensual/non-coercive enslavement contracts, rejecting the notion of inalienable rights:

The comparable question about an individual is whether a free system will allow him to sell himself into slavery. I believe that it would.

Others like Murray Rothbard allow for the possibility of debt slavery, asserting that a lifetime labour contract can be broken so long as the slave pays appropriate damages:

[I]f A has agreed to work for life for B in exchange for 10,000 grams of gold, he will have to return the proportionate amount of property if he terminates the arrangement and ceases to work.

Schools of economics

In the philosophy of mainstream, neoclassical economics, wage labor is seen as the voluntary sale of one's own time and efforts, just like a carpenter would sell a chair, or a farmer would sell wheat. It is considered neither an antagonistic nor abusive relationship and carries no particular moral implications.

Austrian economics argues that a person is not "free" unless they can sell their labor because otherwise that person has no self-ownership and will be owned by a "third party" of individuals.

Post-Keynesian economics perceives wage slavery as resulting from inequality of bargaining power between labor and capital, which exists when the economy does not "allow labor to organize and form a strong countervailing force".

The two main forms of socialist economics perceive wage slavery differently:

  1. Libertarian socialism sees it as a lack of workers' self-management in the context of substituting state and capitalist control with political and economic decentralization and confederation.
  2. State socialists view it as an injustice perpetrated by capitalists and solved through nationalization and social ownership of the means of production.

Criticism

Some abolitionists in the United States regarded the analogy of wage workers as wage slaves to be spurious. They believed that wage workers were "neither wronged nor oppressed". The abolitionist and former slave Frederick Douglass declared "Now I am my own master" when he took a paying job. Later in life, he concluded to the contrary "experience demonstrates that there may be a slavery of wages only a little less galling and crushing in its effects than chattel slavery, and that this slavery of wages must go down with the other". However, Abraham Lincoln and the Republicans "did not challenge the notion that those who spend their entire lives as wage laborers were comparable to slaves", though they argued that the condition was different, as laborers were likely to have the opportunity to work for themselves in the future, achieving self-employment.

Some advocates of laissez-faire capitalism, among them philosopher Robert Nozick, have said that inalienable rights can be waived if done so voluntarily:

The comparable question about an individual is whether a free system will allow him to sell himself into slavery. I believe that it would.

Others such as the anarcho-capitalist Walter Block go further and maintain that all rights are in fact alienable, stating voluntary slavery and by extension wage slavery is legitimate.

 

Homo economicus

From Wikipedia, the free encyclopedia

The term homo economicus, or economic man, is the portrayal of humans as agents who are consistently rational and narrowly self-interested, and who pursue their subjectively-defined ends optimally. It is a word play on Homo sapiens, used in some economic theories and in pedagogy.

In game theory, homo economicus is often modelled through the assumption of perfect rationality. It assumes that agents always act in a way that maximize utility as a consumer and profit as a producer, and are capable of arbitrarily complex deductions towards that end. They will always be capable of thinking through all possible outcomes and choosing that course of action which will result in the best possible result.

The rationality implied in homo economicus does not restrict what sort of preferences are admissible. Only naïve applications of the homo economicus model assume that agents know what is best for their long-term physical and mental health. For example, an agent's utility function could be linked to the perceived utility of other agents (such as one's husband or children), making homo economicus compatible with other models such as homo reciprocans, which emphasizes human cooperation.

As a theory on human conduct, it contrasts to the concepts of behavioral economics, which examines cognitive biases and other irrationalities, and to bounded rationality, which assumes that practical elements such as cognitive and time limitations restrict the rationality of agents.

History of the term

The term "economic man" was used for the first time in the late nineteenth century by critics of John Stuart Mill's work on political economy. Below is a passage from Mill's work that critics referred to:

[Political economy] does not treat the whole of man’s nature as modified by the social state, nor of the whole conduct of man in society. It is concerned with him solely as a being who desires to possess wealth, and who is capable of judging the comparative efficacy of means for obtaining that end.

Later in the same work, Mill stated that he was proposing "an arbitrary definition of man, as a being who inevitably does that by which he may obtain the greatest amount of necessaries, conveniences, and luxuries, with the smallest quantity of labour and physical self-denial with which they can be obtained."

Adam Smith, in The Theory of Moral Sentiments, had claimed that individuals have sympathy for the well-being of others. On the other hand, in The Wealth of Nations, Smith wrote:

It is not from the benevolence of the butcher, the brewer, or the baker that we expect our dinner, but from their regard to their own interest.

This comment seems to suggest a sort of rational, self-interested, labor-averse individual. However, in Book V, Chapter I, Smith argues, "The man whose whole life is spent in performing a few simple operations, of which the effects are perhaps always the same, or very nearly the same, has no occasion to exert his understanding or to exercise his invention in finding out expedients for removing difficulties which never occur. He naturally loses, therefore, the habit of such exertion, and generally becomes as stupid and ignorant as it is possible for a human creature to become." Smith not only excoriates division of labor and homo economicus but even prefigures Marx's theory of alienation of labor. Thus, his opening paragraph sets up the standard conception of work specialization only to shatter it later on.

Economists in the late 19th century—such as Francis Edgeworth, William Stanley Jevons, Léon Walras, and Vilfredo Pareto—built mathematical models on these economic assumptions. In the 20th century, the rational choice theory of Lionel Robbins came to dominate mainstream economics. The term "economic man" then took on a more specific meaning: a person who acted rationally on complete knowledge out of self-interest and the desire for wealth.

Model

Homo economicus is a term used for an approximation or model of Homo sapiens that acts to obtain the highest possible well-being for him or herself given available information about opportunities and other constraints, both natural and institutional, on his ability to achieve his predetermined goals. This approach has been formalized in certain social sciences models, particularly in economics.

Homo economicus is seen as "rational" in the sense that well-being as defined by the utility function is optimized given perceived opportunities. That is, the individual seeks to attain very specific and predetermined goals to the greatest extent with the least possible cost. Note that this kind of "rationality" does not say that the individual's actual goals are "rational" in some larger ethical, social, or human sense, only that he tries to attain them at minimal cost. Only naïve applications of the homo economicus model assume that this hypothetical individual knows what is best for his long-term physical and mental health and can be relied upon to always make the right decision for himself. See rational choice theory and rational expectations for further discussion; the article on rationality widens the discussion.

As in social science, these assumptions are at best approximations. The term is often used derogatorily in academic literature, perhaps most commonly by sociologists, many of whom tend to prefer structural explanations to ones based on rational action by individuals.

The use of the Latin form homo economicus is certainly long established; Persky traces it back to Pareto (1906) but notes that it may be older. The English term economic man can be found even earlier, in John Kells Ingram's A History of Political Economy (1888). The Oxford English Dictionary (O.E.D.) cites the use of homo oeconomicus by C. S. Devas in his 1883 work The Groundwork of Economics in reference to Mill's writings, as one of a number of phrases that imitate the scientific name for the human species:

Mill has only examined the homo oeconomicus, or dollar-hunting animal.

According to the OED, the human genus name homo is

Used with L. or mock-L. adjs. in names imitating Homo sapiens, etc., and intended to personify some aspect of human life or behaviour (indicated by the adj.). Homo faber ("feIb@(r)) [H. Bergson L'Evolution Créatrice (1907) ii. 151], a term used to designate man as a maker of tools.) Variants are often comic: Homo insipiens; Homo turisticus.

Note that such forms should logically keep the capital for the "genus" name—i.e., Homo economicus rather than homo economicus. Actual usage is inconsistent.

Amartya Sen has argued there are grave pitfalls in assuming that rationality is limited to selfish rationality. Economics should build into its assumptions the notion that people can give credible commitments to a course of conduct. He demonstrates the absurdity with the narrowness of the assumptions by some economists with the following example of two strangers meeting on a street.

"Where is the railway station?" he asks me. "There," I say, pointing at the post office, "and would you please post this letter for me on the way?" "Yes," he says, determined to open the envelope and check whether it contains something valuable.

Criticisms

Homo economicus bases its choices on a consideration of its own personal "utility function".

Consequently, the homo economicus assumptions have been criticized not only by economists on the basis of logical arguments, but also on empirical grounds by cross-cultural comparison. Economic anthropologists such as Marshall Sahlins, Karl Polanyi, Marcel Mauss and Maurice Godelier have demonstrated that in traditional societies, choices people make regarding production and exchange of goods follow patterns of reciprocity which differ sharply from what the homo economicus model postulates. Such systems have been termed gift economy rather than market economy. Criticisms of the homo economicus model put forward from the standpoint of ethics usually refer to this traditional ethic of kinship-based reciprocity that held together traditional societies.

Economists Thorstein Veblen, John Maynard Keynes, Herbert A. Simon, and many of the Austrian School criticise homo economicus as an actor with too great an understanding of macroeconomics and economic forecasting in his decision making. They stress uncertainty and bounded rationality in the making of economic decisions, rather than relying on the rational man who is fully informed of all circumstances impinging on his decisions. They argue that perfect knowledge never exists, which means that all economic activity implies risk. Austrian economists rather prefer to use as a model tool the homo agens.

Empirical studies by Amos Tversky questioned the assumption that investors are rational. In 1995, Tversky demonstrated the tendency of investors to make risk-averse choices in gains, and risk-seeking choices in losses. The investors appeared as very risk-averse for small losses but indifferent for a small chance of a very large loss. This violates economic rationality as usually understood. Further research on this subject, showing other deviations from conventionally defined economic rationality, is being done in the growing field of experimental or behavioral economics. Some of the broader issues involved in this criticism are studied in decision theory, of which rational choice theory is only a subset.

Behavioral economists Richard Thaler and Daniel Kahneman have criticized the notion of economic agents possessing stable and well-defined preferences that they consistently act upon in a self-interested manner. Using insights from psychological experiments found explanations for anomalies in economic decision-making that seemed to violate rational choice theory. Writing a column in the Journal of Economic Perspectives under the title Anomalies, Thaler wrote features on the many ways observed economic behavior in markets deviated from theory. One such anomaly was the endowment effect by which individual preferences are framed based on reference positions (Kahneman et al., 1990). In an experiment in which one group was given a mug and the other was asked how much they were willingness to pay (WTP) for the mug, it was found that the price that those endowed with the mug where willingness to accept (WTA) greatly exceeded that of the WTP. This was seen as falsifying the Coase theorem in which for every person the WTA equals the WTP that is the basis of the efficient market hypothesis. From this they argued the endowment effect acts on us by making it painful for us to give up the endowment. Kahneman also argued against the rational-agent model in which agents make decisions with all of the relevant context including weighing all possible future opportunities and risks. Evidence supports the claim that decisions are often made by “narrow framing” with investors making portfolio decisions in isolation from their entire portfolio (Nicholas Barberis et al., 2003). Shlomo Benartzi and Thaler found that investors also tended to use unreasonable time periods in evaluating their investments.

Other critics of the homo economicus model of humanity, such as Bruno Frey, point to the excessive emphasis on extrinsic motivation (rewards and punishments from the social environment) as opposed to intrinsic motivation. For example, it is difficult if not impossible to understand how homo economicus would be a hero in war or would get inherent pleasure from craftsmanship. Frey and others argue that too much emphasis on rewards and punishments can "crowd out" (discourage) intrinsic motivation: paying a boy for doing household tasks may push him from doing those tasks "to help the family" to doing them simply for the reward.

Another weakness is highlighted by economic sociologists and anthropologists, who argue that homo economicus ignores an extremely important question, i.e. the origins of tastes and the parameters of the utility function by social influences, training, education, and the like. The exogeneity of tastes (preferences) in this model is the major distinction from homo sociologicus, in which tastes are taken as partially or even totally determined by the societal environment (see below).

Further critics, learning from the broadly defined psychoanalytic tradition, criticize the homo economicus model as ignoring the inner conflicts that real-world individuals suffer, as between short-term and long-term goals (e.g., eating chocolate cake and losing weight) or between individual goals and societal values. Such conflicts may lead to "irrational" behavior involving inconsistency, psychological paralysis, neurosis, and psychic pain. Further irrational human behaviour can occur as a result of habit, laziness, mimicry and simple obedience.

The emerging science of "neuroeconomics" suggests that there are serious shortcomings in the conventional theories of economic rationality. Rational economic decision making has been shown to produce high levels of cortisol, epinephrine and corticosteroids, associated with elevated levels of stress. It seems that the dopaminic system is only activated upon achieving the reward, and otherwise the "pain" receptors, particularly in the pre-frontal cortex of the left hemisphere of the brain show a high level of activation. Serotonin and oxytocin levels are minimised, and the general immune system shows a level of suppression. Such a pattern is associated with a generalised reduction in the levels of trust. Unsolicited "gift giving", considered irrational from the point of view of homo-economicus, by comparison, shows an elevated stimulation of the pleasure circuits of the whole brain, reduction in the levels of stress, optimal functioning of the immune system, reduction in cortico-steroids and epinephrine and cortisol, activation of the substantia nigra, the striatum and the nucleus acumbens (associated with the placebo effect), all associated with the building of social trust. Mirror neurons result in a win-win positive sum game in which the person giving the gift receives a pleasure equivalent to the person receiving it. This confirms the findings of anthropology which suggest that a "gift economy" preceded the more recent market systems where win-lose or risk-avoidance lose-lose calculations apply.

Responses

Economists tend to disagree with these critiques, arguing that it may be relevant to analyze the consequences of enlightened egoism just as it may be worthwhile to consider altruistic or social behavior. Others argue that we need to understand the consequences of such narrow-minded greed even if only a small percentage of the population embraces such motives. Free riders, for example, would have a major negative impact on the provision of public goods. However, economists' supply and demand predictions might obtain even if only a significant minority of market participants act like homo economicus. In this view, the assumption of homo economicus can and should be simply a preliminary step on the road to a more sophisticated model.

Yet others argue that homo economicus is a reasonable approximation for behavior within market institutions, since the individualized nature of human action in such social settings encourages individualistic behavior. Not only do market settings encourage the application of a simple cost-benefit calculus by individuals, but they reward and thus attract the more individualistic people. It can be difficult to apply social values (as opposed to following self-interest) in an extremely competitive market; a company that refuses to pollute, for example, may find itself bankrupt.

Defenders of the homo economicus model see many critics of the dominant school as using a straw man technique. For example, it is common for critics to argue that real people do not have cost-less access to infinite information and an innate ability to instantly process it. However, in advanced-level theoretical economics, scholars have found ways of addressing these problems, modifying models enough to more realistically depict real-life decision-making. For example, models of individual behavior under bounded rationality and of people suffering from envy can be found in the literature. It is primarily when targeting the limiting assumptions made in constructing undergraduate models that the criticisms listed above are valid. These criticisms are especially valid to the extent that the professor asserts that the simplifying assumptions are true or uses them in a propagandistic way.

The more sophisticated economists are quite conscious of the empirical limitations of the homo economicus model. In theory, the views of the critics can be combined with the homo economicus model to attain a more accurate model.

Perspectives

According to Sergio Caruso, when talking of Homo economicus, one should distinguish between the purely “methodological” versions, aimed at practical use in the economic sphere (e.g. economic calculus), and the” anthropological” versions, more ambitiously aimed at depicting a certain type of man (supposed to be actually existing), or even human nature in general. The former, traditionally founded on a merely speculative psychology, have proved unrealistic and frankly wrong as descriptive models of economic behaviour (therefore not applicable for normative purposes either); however, they are liable to be corrected resorting to the new empirically based economic psychology, which turns quite other than the philosophers’ psychology that economists have used until yesterday. Among the latter (i.e. the anthropological versions), one can make a further distinction between the weak versions, more plausible, and the strong ones, irreparably ideological. Depicting different types of “economic man” (each depending on the social context) is in fact possible with the help of cultural anthropology, and social psychology (a branch of psychology economists have strangely ignored), if only those types are contrived as socially and/or historically determined abstractions (such as Weber's, Korsch's, and Fromm's concepts of Idealtypus, “historical specification”, and “social character”). Even a Marxist theoretician such as Gramsci—reminds Caruso—admitted of the homo economicus as a useful abstraction on the ground of economic theory, provided that we grant there be as many homines oeconomici as the modes of production. On the contrary, when one concept of homo economicus claims to grasp the eternal essence of what is human, at the same time putting aside all other aspects of human nature (such as homo faber, homo loquens, homo ludens, homo reciprocans, and so on), then the concept leaves the field of good philosophy, not to speak of social science, and is ready to enter a political doctrine as the most dangerous of its ideological ingredients.

Homo sociologicus

Comparisons between economics and sociology have resulted in a corresponding term homo sociologicus (introduced by German sociologist Ralf Dahrendorf in 1958), to parody the image of human nature given in some sociological models that attempt to limit the social forces that determine individual tastes and social values. (The alternative or additional source of these would be biology.) Hirsch et al. say that homo sociologicus is largely a tabula rasa upon which societies and cultures write values and goals; unlike economicus, sociologicus acts not to pursue selfish interests but to fulfill social roles (though the fulfillment of social roles may have a selfish rationale—e.g. politicians or socialites). This "individual" may appear to be all society and no individual.

Bourgeoisie

From Wikipedia, the free encyclopedia

Bourgeoisie is a polysemous French term that can mean:

  • a sociologically defined social class, especially in contemporary times, referring to people with a certain cultural and financial capital belonging to the middle or upper middle class: the upper (haute), middle (moyenne), and petty (petite) bourgeoisie (which are collectively designated "the bourgeoisie"); an affluent and often opulent stratum of the middle class as contrasted with the proletariat class.
  • originally and generally, "those who live in the borough", that is to say, the people of the city (including merchants and craftsmen), as opposed to those of rural areas; in this sense, the bourgeoisie began to grow in Europe from the 11th century and particularly during the Renaissance of the 12th century (i.e., the onset of the High Middle Ages), with the first developments of rural exodus and urbanization.
  • a legally defined class of the Middle Ages to the end of the Ancien Régime (Old Regime) in French-speaking Europe, that of inhabitants' having the rights of citizenship and political rights in a city (comparable to the German term Bürgertum and Bürger; see also "Burgher", and to the British term "Burgess").

The "bourgeoisie" in its original sense is intimately linked to the existence of cities recognized as such by their urban charters (e.g., municipal charter, town privileges, German town law), so there was no bourgeoisie "outside the walls of the city" beyond which the people were "peasants" submitted to the stately courts and manorialism (except for the traveling "fair bourgeoisie" living outside urban territories, who retained their city rights and domicile).

In Marxist philosophy, the bourgeoisie is the social class that came to own the means of production during modern industrialization and whose societal concerns are the value of property and the preservation of capital to ensure the perpetuation of their economic supremacy in society.

Joseph Schumpeter saw the incorporation of new elements into an expanding bourgeoisie, particularly entrepreneurs who took risks to bring innovation to industries and the economy through the process of creative destruction, as the driving force behind the capitalist engine.

Etymology

The Modern French word bourgeois (French: [buʁʒwa]; English: /ˈbʊərʒ.wɑː, ˌbʊərˈʒwɑː/) derived from the Old French burgeis (walled city), which derived from bourg (market town), from the Old Frankish burg (town); in other European languages, the etymologic derivations include the Middle English burgeis, the Middle Dutch burgher, the German Bürger, the Modern English burgess, the Spanish burgués, the Portuguese burguês, and the Polish burżuazja, which occasionally is synonymous with the "intelligentsia". In its literal sense, bourgeois in Old French (burgeis, borjois) means "town dweller".

In English, the word "bourgeoisie" (a French citizen-class) identified a social class oriented to economic materialism and hedonism, and to upholding the extreme political and economic interests of the capitalist ruling-class. In the 18th century, before the French Revolution (1789–99), in the French feudal order, the masculine and feminine terms bourgeois and bourgeoise identified the rich men and women who were members of the urban and rural Third Estate – the common people of the French realm, who violently deposed the absolute monarchy of the Bourbon King Louis XVI (r. 1774–91), his clergy, and his aristocrats in the French Revolution of 1789–1799. Hence, since the 19th century, the term "bourgeoisie" usually is politically and sociologically synonymous with the ruling upper-class of a capitalist society.

Historically, the medieval French word bourgeois denoted the inhabitants of the bourgs (walled market-towns), the craftsmen, artisans, merchants, and others, who constituted "the bourgeoisie". They were the socio-economic class between the peasants and the landlords, between the workers and the owners of the means of production. As the economic managers of the (raw) materials, the goods, and the services, and thus the capital (money) produced by the feudal economy, the term "bourgeoisie" evolved to also denote the middle class – the businessmen and businesswomen who accumulated, administered, and controlled the capital that made possible the development of the bourgs into cities.

Contemporarily, the terms "bourgeoisie" and "bourgeois" (noun) identify the ruling class in capitalist societies, as a social stratum; while "bourgeois" (adjective / noun modifier) describes the Weltanschauung (worldview) of men and women whose way of thinking is socially and culturally determined by their economic materialism and philistinism, a social identity famously mocked in Molière's comedy Le Bourgeois gentilhomme (1670), which satirizes buying the trappings of a noble-birth identity as the means of climbing the social ladder. The 18th century saw a partial rehabilitation of bourgeois values in genres such as the drame bourgeois (bourgeois drama) and "bourgeois tragedy".

History

Origins and rise

The 16th-century German banker Jakob Fugger and his principal accountant, M. Schwarz, registering an entry to a ledger. The background shows a file cabinet indicating the European cities where the Fugger Bank conducts business. (1517)

The bourgeoisie emerged as a historical and political phenomenon in the 11th century when the bourgs of Central and Western Europe developed into cities dedicated to commerce. This urban expansion was possible thanks to economic concentration due to the appearance of protective self-organisation into guilds. Guilds arose when individual businessmen (such as craftsmen, artisans and merchants) conflicted with their rent-seeking feudal landlords who demanded greater rents than previously agreed.

In the event, by the end of the Middle Ages (c. AD 1500), under régimes of the early national monarchies of Western Europe, the bourgeoisie acted in self-interest, and politically supported the king or queen against legal and financial disorder caused by the greed of the feudal lords. In the late-16th and early 17th centuries, the bourgeoisies of England and the Netherlands had become the financial – thus political – forces that deposed the feudal order; economic power had vanquished military power in the realm of politics.

From progress to reaction (in the Marxist view)

According to the Marxist view of history, during the 17th and 18th centuries, the bourgeoisie were the politically progressive social class who supported the principles of constitutional government and of natural right, against the Law of Privilege and the claims of rule by divine right that the nobles and prelates had autonomously exercised during the feudal order.

The English Civil War (1642–51), the American War of Independence (1775–83), and French Revolution (1789–99) were partly motivated by the desire of the bourgeoisie to rid themselves of the feudal and royal encroachments on their personal liberty, commercial prospects, and the ownership of property. In the 19th century, the bourgeoisie propounded liberalism, and gained political rights, religious rights, and civil liberties for themselves and the lower social classes; thus the bourgeoisie was a progressive philosophic and political force in Western societies.

After the Industrial Revolution (1750–1850), by the mid-19th century the great expansion of the bourgeoisie social class caused its stratification – by business activity and by economic function – into the haute bourgeoisie (bankers and industrialists) and the petite bourgeoisie (tradesmen and white-collar workers). Moreover, by the end of the 19th century, the capitalists (the original bourgeoisie) had ascended to the upper class, while the developments of technology and technical occupations allowed the rise of working-class men and women to the lower strata of the bourgeoisie; yet the social progress was incidental.

Denotations

Marxist theory

Karl Marx

According to Karl Marx, the bourgeois during the Middle Ages usually was a self-employed businessman – such as a merchant, banker, or entrepreneur – whose economic role in society was being the financial intermediary to the feudal landlord and the peasant who worked the fief, the land of the lord. Yet, by the 18th century, the time of the Industrial Revolution (1750–1850) and of industrial capitalism, the bourgeoisie had become the economic ruling class who owned the means of production (capital and land), and who controlled the means of coercion (armed forces and legal system, police forces and prison system).

In such a society, the bourgeoisie's ownership of the means of production allowed them to employ and exploit the wage-earning working class (urban and rural), people whose only economic means is labour; and the bourgeois control of the means of coercion suppressed the sociopolitical challenges by the lower classes, and so preserved the economic status quo; workers remained workers, and employers remained employers.

In the 19th century, Marx distinguished two types of bourgeois capitalist: (i) the functional capitalists, who are business administrators of the means of production; and (ii) rentier capitalists whose livelihoods derive either from the rent of property or from the interest-income produced by finance capital, or both. In the course of economic relations, the working class and the bourgeoisie continually engage in class struggle, where the capitalists exploit the workers, while the workers resist their economic exploitation, which occurs because the worker owns no means of production, and, to earn a living, seeks employment from the bourgeois capitalist; the worker produces goods and services that are property of the employer, who sells them for a price.

Besides describing the social class who owns the means of production, the Marxist use of the term "bourgeois" also describes the consumerist style of life derived from the ownership of capital and real property. Marx acknowledged the bourgeois industriousness that created wealth, but criticised the moral hypocrisy of the bourgeoisie when they ignored the alleged origins of their wealth: the exploitation of the proletariat, the urban and rural workers. Further sense denotations of "bourgeois" describe ideological concepts such as "bourgeois freedom", which is thought to be opposed to substantive forms of freedom; "bourgeois independence"; "bourgeois personal individuality"; the "bourgeois family"; et cetera, all derived from owning capital and property.

France and French-speaking countries

In English, the term bourgeoisie is often used to denote the middle classes. In fact, the French term encompasses both the upper and middle classes, a misunderstanding which has occurred in other languages as well. The bourgeoisie in France and many French-speaking countries consists of four evolving social layers: petite bourgeoisie, moyenne bourgeoisie, grande bourgeoisie, and haute bourgeoisie.

Petite bourgeoisie

The petite bourgeoisie is the equivalent of the modern-day middle class, or refers to "a social class between the middle class and the lower class: the lower middle class".

Moyenne bourgeoisie

The moyenne bourgeoisie or middle bourgeoisie contains people who have solid incomes and assets, but not the aura of those who have become established at a higher level. They tend to belong to a family that has been bourgeois for three or more generations. Some members of this class may have relatives from similar backgrounds, or may even have aristocratic connections. The moyenne bourgeoisie is the equivalent of the British and American upper-middle classes.

Grande bourgeoisie

The grande bourgeoisie are families that have been bourgeois since the 19th century, or for at least four or five generations. Members of these families tend to marry with the aristocracy or make other advantageous marriages. This bourgeois family has acquired an established historical and cultural heritage over the decades. The names of these families are generally known in the city where they reside, and their ancestors have often contributed to the region's history. These families are respected and revered. They belong to the upper class, and in the British class system are considered part of the gentry. In the French-speaking countries, they are sometimes referred la petite haute bourgeoisie.

Haute bourgeoisie

The haute bourgeoisie is a social rank in the bourgeoisie that can only be acquired through time. In France, it is composed of bourgeois families that have existed since the French Revolution. They hold only honourable professions and have experienced many illustrious marriages in their family's history. They have rich cultural and historical heritages, and their financial means are more than secure.

These families exude an aura of nobility, which prevents them from certain marriages or occupations. They differ from nobility only in that because of circumstances, the lack of opportunity, and/or political regime, they have not been ennobled. These people nevertheless live lavishly, enjoying the company of the great artists of the time. In France, the families of the haute bourgeoisie are also referred to as les 200 familles, a term coined in the first half of the 20th century. Michel Pinçon and Monique Pinçon-Charlot studied the lifestyle of the French bourgeoisie, and how they boldly guard their world from the nouveau riche, or newly rich.

In the French language, the term bourgeoisie almost designates a caste by itself, even though social mobility into this socio-economic group is possible. Nevertheless, the bourgeoisie is differentiated from la classe moyenne, or the middle class, which consists mostly of white-collar employees, by holding a profession referred to as a profession libérale, which la classe moyenne, in its definition does not hold. Yet, in English the definition of a white-collar job encompasses the profession libérale.

Nazism

Nazism rejected the Marxist concept of internationalist class struggle, but supported the "class struggle between nations", and sought to resolve internal class struggle in the nation while it identified Germany as a proletariat nation fighting against plutocratic nations.

The Nazi Party had many working-class supporters and members, and a strong appeal to the middle class. The financial collapse of the white collar middle-class of the 1920s figures much in their strong support of Nazism. In the poor country that was the Weimar Republic of the early 1930s, the Nazi Party realised their social policies with food and shelter for the unemployed and the homeless—who were later recruited into the Brownshirt Sturmabteilung (SA – Storm Detachments).

Hitler was impressed by the populist antisemitism and the anti-liberal bourgeois agitation of Karl Lueger, who as the mayor of Vienna during Hitler's time in the city, used a rabble-rousing style of oratory that appealed to the wider masses. When asked whether he supported the "bourgeois right-wing", Adolf Hitler claimed that Nazism was not exclusively for any class, and he also indicated that it favoured neither the left nor the right, but preserved "pure" elements from both "camps", stating: "From the camp of bourgeois tradition, it takes national resolve, and from the materialism of the Marxist dogma, living, creative Socialism".

Hitler distrusted capitalism for being unreliable due to its egotism, and he preferred a state-directed economy that is subordinated to the interests of the Volk.

Hitler told a party leader in 1934, "The economic system of our day is the creation of the Jews". Hitler said to Benito Mussolini that capitalism had "run its course". Hitler also said that the business bourgeoisie "know nothing except their profit. 'Fatherland' is only a word for them." Hitler was personally disgusted with the ruling bourgeois elites of Germany during the period of the Weimar Republic, who he referred to as "cowardly shits".

Modern history in Italy

Because of their ascribed cultural excellence as a social class, the Italian fascist régime (1922–45) of Prime Minister Benito Mussolini regarded the bourgeoisie as an obstacle to Modernism. Nonetheless, the Fascist State ideologically exploited the Italian bourgeoisie and their materialistic, middle-class spirit, for the more efficient cultural manipulation of the upper (aristocratic) and the lower (working) classes of Italy.

In 1938, Prime Minister Mussolini gave a speech wherein he established a clear ideological distinction between capitalism (the social function of the bourgeoisie) and the bourgeoisie (as a social class), whom he dehumanised by reducing them into high-level abstractions: a moral category and a state of mind. Culturally and philosophically, Mussolini isolated the bourgeoisie from Italian society by portraying them as social parasites upon the fascist Italian state and "The People"; as a social class who drained the human potential of Italian society, in general, and of the working class, in particular; as exploiters who victimised the Italian nation with an approach to life characterised by hedonism and materialism.

Nevertheless, despite the slogan The Fascist Man Disdains the ″Comfortable″ Life, which epitomised the anti-bourgeois principle, in its final years of power, for mutual benefit and profit, the Mussolini fascist régime transcended ideology to merge the political and financial interests of Prime Minister Benito Mussolini with the political and financial interests of the bourgeoisie, the Catholic social circles who constituted the ruling class of Italy.

Philosophically, as a materialist creature, the bourgeois man was stereotyped as irreligious; thus, to establish an existential distinction between the supernatural faith of the Roman Catholic Church and the materialist faith of temporal religion; in The Autarchy of Culture: Intellectuals and Fascism in the 1930s, the priest Giuseppe Marino said that:

Christianity is essentially anti-bourgeois. ... A Christian, a true Christian, and thus a Catholic, is the opposite of a bourgeois.

Culturally, the bourgeois man may be considered effeminate, infantile, or acting in a pretentious manner; describing his philistinism in Bonifica antiborghese (1939), Roberto Paravese comments on the:

Middle class, middle man, incapable of great virtue or great vice: and there would be nothing wrong with that, if only he would be willing to remain as such; but, when his child-like or feminine tendency to camouflage pushes him to dream of grandeur, honours, and thus riches, which he cannot achieve honestly with his own "second-rate" powers, then the average man compensates with cunning, schemes, and mischief; he kicks out ethics, and becomes a bourgeois. The bourgeois is the average man who does not accept to remain such, and who, lacking the strength sufficient for the conquest of essential values—those of the spirit—opts for material ones, for appearances.

The economic security, financial freedom, and social mobility of the bourgeoisie threatened the philosophic integrity of Italian fascism, the ideological monolith that was the régime of Prime Minister Benito Mussolini. Any assumption of legitimate political power (government and rule) by the bourgeoisie represented a fascist loss of totalitarian state power for social control through political unity—one people, one nation, and one leader. Sociologically, to the fascist man, to become a bourgeois was a character flaw inherent to the masculine mystique; therefore, the ideology of Italian fascism scornfully defined the bourgeois man as "spiritually castrated".

Bourgeois culture

Cultural hegemony

Karl Marx said that the culture of a society is dominated by the mores of the ruling-class, wherein their superimposed value system is abided by each social class (the upper, the middle, the lower) regardless of the socio-economic results it yields to them. In that sense, contemporary societies are bourgeois to the degree that they practice the mores of the small-business "shop culture" of early modern France; which the writer Émile Zola (1840–1902) naturalistically presented, analysed, and ridiculed in the twenty-two-novel series (1871–1893) about Les Rougon-Macquart family; the thematic thrust is the necessity for social progress, by subordinating the economic sphere to the social sphere of life.

Conspicuous consumption

Clothing worn by ladies belonging to the bourgeoisie of Żywiec, Poland, 19th century (collection of the Żywiec City Museum)

The critical analyses of the bourgeois mentality by the German intellectual Walter Benjamin (1892–1940) indicated that the shop culture of the petite bourgeoisie established the sitting room as the centre of personal and family life; as such, the English bourgeois culture is, he alleges, a sitting-room culture of prestige through conspicuous consumption. The material culture of the bourgeoisie concentrated on mass-produced luxury goods of high quality; between generations, the only variance was the materials with which the goods were manufactured.

In the early part of the 19th century, the bourgeois house contained a home that first was stocked and decorated with hand-painted porcelain, machine-printed cotton fabrics, machine-printed wallpaper, and Sheffield steel (crucible and stainless). The utility of these things was inherent in their practical functions. By the latter part of the 19th century, the bourgeois house contained a home that had been remodelled by conspicuous consumption. Here, Benjamin argues, the goods were bought to display wealth (discretionary income), rather than for their practical utility. The bourgeoisie had transposed the wares of the shop window to the sitting room, where the clutter of display signalled bourgeois success.

Two spatial constructs manifest the bourgeois mentality: (i) the shop-window display, and (ii) the sitting room. In English, the term "sitting-room culture" is synonymous for "bourgeois mentality", a "philistine" cultural perspective from the Victorian Era (1837–1901), especially characterised by the repression of emotion and of sexual desire; and by the construction of a regulated social-space where "propriety" is the key personality trait desired in men and women.

Nonetheless, from such a psychologically constricted worldview, regarding the rearing of children, contemporary sociologists claim to have identified "progressive" middle-class values, such as respect for non-conformity, self-direction, autonomy, gender equality and the encouragement of innovation; as in the Victorian Era, the transposition to the US of the bourgeois system of social values has been identified as a requisite for employment success in the professions.

The prototypical bourgeois, Monsieur Jourdain, the protagonist in Molière's play Le Bourgeois gentilhomme (1670)

Bourgeois values are dependent on rationalism, which began with the economic sphere and moves into every sphere of life which is formulated by Max Weber. The beginning of rationalism is commonly called the Age of Reason. Much like the Marxist critics of that period, Weber was concerned with the growing ability of large corporations and nations to increase their power and reach throughout the world.

Satire and criticism in art

Beyond the intellectual realms of political economy, history, and political science that discuss, describe, and analyse the bourgeoisie as a social class, the colloquial usage of the sociological terms bourgeois and bourgeoise describe the social stereotypes of the old money and of the nouveau riche, who is a politically timid conformist satisfied with a wealthy, consumerist style of life characterised by conspicuous consumption and the continual striving for prestige. This being the case, the cultures of the world describe the philistinism of the middle-class personality, produced by the excessively rich life of the bourgeoisie, is examined and analysed in comedic and dramatic plays, novels, and films.

The 17th-century French playwright Molière (1622–73) catalogued the social-climbing essence of the bourgeoisie in Le Bourgeois gentilhomme (1670)

The term bourgeoisie has been used as a pejorative and a term of abuse since the 19th century, particularly by intellectuals and artists.

Theatre

Le Bourgeois gentilhomme (The Would-be Gentleman, 1670) by Molière (Jean-Baptiste Poquelin), is a comedy-ballet that satirises Monsieur Jourdain, the prototypical nouveau riche man who buys his way up the social-class scale, to realise his aspirations of becoming a gentleman, to which end he studies dancing, fencing, and philosophy, the trappings and accomplishments of a gentleman, to be able to pose as a man of noble birth, someone who, in 17th-century France, was a man to the manor born; Jourdain's self-transformation also requires managing the private life of his daughter, so that her marriage can also assist his social ascent.

Literature

Thomas Mann (1875–1955) portrayed the moral, intellectual, and physical decadence of the German upper bourgeoisie in the novel Buddenbrooks (1926)

Buddenbrooks (1901), by Thomas Mann (1875–1955), chronicles the moral, intellectual, and physical decay of a rich family through its declines, material and spiritual, in the course of four generations, beginning with the patriarch Johann Buddenbrook Sr. and his son, Johann Buddenbrook Jr., who are typically successful German businessmen; each is a reasonable man of solid character.

Yet, in the children of Buddenbrook Jr., the materially comfortable style of life provided by the dedication to solid, middle-class values elicits decadence: The fickle daughter, Toni, lacks and does not seek a purpose in life; son Christian is honestly decadent, and lives the life of a ne'er-do-well; and the businessman son, Thomas, who assumes command of the Buddenbrook family fortune, occasionally falters from middle-class solidity by being interested in art and philosophy, the impractical life of the mind, which, to the bourgeoisie, is the epitome of social, moral, and material decadence.

Babbitt (1922), by Sinclair Lewis (1885–1951), satirizes the American bourgeois George Follansbee Babbitt, a middle-aged realtor, booster, and joiner in the Midwestern city of Zenith, who – despite being unimaginative, self-important, and hopelessly conformist and middle-class – is aware that there must be more to life than money and the consumption of the best things that money can buy. Nevertheless, he fears being excluded from the mainstream of society more than he does living for himself, by being true to himself – his heart-felt flirtations with independence (dabbling in liberal politics and a love affair with a pretty widow) come to naught because he is existentially afraid.

The Spanish cinéast Luis Buñuel (1900–83) depicted the tortuous mentality and self-destructive hypocrisy of the bourgeoisie

Yet, George F. Babbitt sublimates his desire for self-respect, and encourages his son to rebel against the conformity that results from bourgeois prosperity, by recommending that he be true to himself:

Don't be scared of the family. No, nor all of Zenith. Nor of yourself, the way I've been.

Films

Many of the satirical films by the Spanish film director Luis Buñuel (1900–1983) examine the mental and moral effects of the bourgeois mentality, its culture, and the stylish way of life it provides for its practitioners.

  • L'Âge d'or (The Golden Age, 1930) illustrates the madness and self-destructive hypocrisy of bourgeois society.
  • Belle de Jour (Beauty of the day, 1967) tells the story of a bourgeois wife who is bored with her marriage and decides to prostitute herself.
  • Le charme discret de la bourgeoisie (The Discreet Charm of the Bourgeoisie, 1972) explores the timidity instilled by middle-class values.
  • Cet obscur objet du désir (That Obscure Object of Desire, 1977) illuminates the practical self-deceptions required for buying love as marriage.

Polarization

From Wikipedia, the free encyclopedia https://en.wikipedia.org/wiki/Polarization_(waves) Circular...