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KARL MARX (1818-83)

There are two essential components to Marx's theoretical work. On the one hand there is his theory of history which is referred to as Historical Materialism. Secondly there is his theory of society which is referred to as Dialectical Materialism.

In due course and for the bulk of these notes I will examine each of these two components in turn. Before doing so however I want to highlight the fact that the names of both these components contain the word materialism. This is indeed significant because it demonstrates the extent to which all of Marx's ideas are framed within what we can call a 'philosophical materialism'.

Marx had been a student of Hegel, the famous 'Idealist' philosopher. Hegel had sought to promote a view of human history and society as driven by and based upon 'The Idea' or 'Spirit' (Geist). Crudely put Hegel had advanced the thesis that the processes of history were driven by Ideas of the great philosophers and that history itself was the developmental unfolding of THE IDEAL which would eventually arrive to put an end to conflict and alienation (what Hegel termed 'the unhappy consciousness') and bring harmony to humankind. Hegel had also suggested that that ideal had been reached in the 'Germany' of his own times!

Marx took and retained some of Hegel's ideas. These included the notion of history as process; the idea of the dialectic and humankind as alienated. Marx however rejected some of Hegel's ideas. These included the notion that the Idea was the principal cause or motor of history as well as Hegel's idea that it had been the philosophers and their ideas which had been the basis of this process.

In short Marx was rejecting Hegel's more obvious idealism. Marx wanted to replace this idealism with a materialistic view of the world.

It is in this light that we are to interpret Marx when he wrote that he was attempting to 'invert' the philosophical schema of Hegel. If Hegel thought ideas produced the very real material conditions of a society, Marx thought on the contrary that the real environmental conditions of existence of a society and it's members were the basis for and foundations of that society's ideas and philosophies.

 

   CONTENTS
Economy Classes
Society State

 

 

 

 

 

 

 

 

 

 

 

 

HISTORICAL MATERIALISM

Marx's theory of history is well known for the proposition that it is the economic aspect of any given society, which is the most fundamental aspect of that society. The social, cultural and political sectors of a society are driven by the economic relations within society.

But already we have gone too far, too fast. For the real nub of the argument rests on a much more fundamental proposition. Marx is in fact interested in what is fundamental and necessary to ALL societies whether they be capitalistic or whether they are non-capitalist earlier societies. His basic proposition is that all societies must organize themselves with regard to the environment around them. In short all societies must have a relationship with nature by way of the activities of production. All societies must produce their means of subsistence and to do so they must have a materialistic relationship with the environment ('Nature') around them.

Hence Marx concentrates on the production process as the most fundamental (the most irreducible) of all social relationships. Thus it is not the economy as such which interests Marx, it is the set of relationships within any society's production process.

When you read accounts of Marx's work or indeed Marx's own writings you will therefore come across the concept of the relations of production. These are the key to the production process says Marx. It is these relations of production which Marx defines as classes. Thus a class is a group of individuals who share the same type of relationship to the means of production. There are two essential types of relationship to the production process. An individual can either possess the means of production or not possess them. In short the discussion boils down to the question of whether an individual either owns or is in a relationship of non-ownership to the means of production. These relations of production are twinned with what Marx calls the 'forces of production' to complete production process. The forces of production may be understood as the (various) tools and technologies involved in the production processes. Graphically Marx's idea on the production process and it's components might look thus:

 

THE PRODUCTION PROCESS

RELATIONS OF PRODUCTION

FORCES OF PRODUCTION

TOOLS & TECHNOLOGY

OWNERSHIP NON-OWNERSHIP

THE BASE- SUPERSTRUCTURE MODEL

We can now begin to fill in Marx's model of society. We can do so by adopting what is called the base-superstructure metaphor. Society may be likened to a building. All buildings have a base- the foundations - and the superstructure - the walls, the roof etc.. Society's base is the economy upon which the superstructure of society is built - culture, politics and military.

 

The base/superstructure model suggests that the cultural, political and social aspects of a society rest upon the economic base. So if the economy is capitalist, then, according to Marx, so too are the state, culture and social institutions. All of these are capitalist too. What Marx means by this is that those who own and control the economy will control the other aspects of that society: the state; culture and social institutions. In this sense Marx suggests that modern society is a capitalist society.

For this reason Marx perceives the history of humankind as the history of (different) Modes of Production, given that for Marx it is the Mode of Production which is the infrastructure of society at large. These Modes of Production are successive `stages' in that history of humankind with capitalism being the penultimate and because it is so exploitative and alienating it will lead to the final Mode of socialism.    

 

 

 

 

 








 

 

 

 

 

 

 

ECONOMICS & DIALECTICAL MATERIALISM

Marx was to bring a distinctive aspect to the understanding of modern economics by suggesting that it was not the economics of the market that was important. On the contrary, the market was itself driven by the underlying production relations. Thus any understanding of Marx's work must grasp his central idea that it was the relations of production which were at the `heart' of any society. These relations of production refer to the relationships that human beings enter into in order to produce the economic needs of society.

 

For Marx, it was not industrialisation per se that had brought about modern society. Industrialisation had itself come about as a result of a particular type of relationships of production. Marx named these new relations of production as capitalist. He gave them this name because these new relations of production were dominated by a specific relationship to the production process.

According to Marx, Capitalism is a very distinctive form of economic production and it differs from other forms of production in a fundamental way. Capitalism is so called because of the dominant use of capital in this type of society. Now capital is money but it is much more too. Capital is a type of social relationship involving investment. Investment in goods, services and people. But this investment has social and political implications far beyond economic life.

Consider the following:

C - - M - - C

This piece of notation does, according to Marx, suggest the type of economic relationships which existed in all types of production prior to capitalism. Quite simply, a 'good' or commodity (C) is sold for money (M) in order to purchase another commodity. Typically a peasant household would, after having produced for its own needs, sell any of a surplus in order to buy those 'goods' it could not produce itself.

Capitalism, on the other hand, works according to the following notation:

M - -  C - - M+

Here the capitalist begins with money (M), then purchases a commodity (C) in order to get some more money (M+). The money (M) is in fact capital because it is invested in order to make more money. In short a profit. So, the capitalist is to be literally understood as the person who uses money as capital to invest in 'goods' or commodities in order to realise (gain) a profit on his investment.

Marx points to the dual aspect of any commodity. Every commodity is said to have: on the one hand a use-value and on the other hand an exchange-value. The use-value of a commodity indicates the value of the commodity in use. A house has an extremely important use-value for the members of the household. The exchange-value of a commodity is its value on the market. Thus the exchange-value of the house will be the price it will realise on the (housing) market. Within modern capitalist societies it is the exchange-value of commodities which tends to predominate, whereas it is the use-value in pre-capitalist societies. This applies equally to the commodity of human labour-power.

For the implications of this form of capitalist investment are not simply economic. The capitalist can and does typically invest in commodities such as buildings (a factory), tools (machines) and workers. All of these are commodities as far as the capitalist is concerned, for now the capitalist’s workers are commodities which he or she invests in order to make a profit.

 

These commodities - factories, machines/technology and workers - are the capitalist's MEANS OF PRODUCTION (hereafter MOP). The MOP are owned by the capitalist - this includes ownership of human beings' labour power, at least during those workers working hours.

The workers do not own the MOP nor in most cases the tools/technology of their labour.

According to Marx the workers are ALIENATED because they are simply 'cogs' in the MOP. They are just another investment on the part of the capitalist.

 

This group of wage-earners are exploited. This is an economic exploitation which, according to Marx, means the wage-earner is exploited out of his/her full wage for the work done. This is what Marx means when he talks of surplus value being taken from the worker and used to maintain profits.

Hence we can see that this `economic' set of relations have far reaching social and cultural implications: Profit and not need determines the things that are produced as well as who and many are employed. Profit also determines the question of the manner in which people will be employed.

Now given the nature of this capitalist production process it is immediately clear that we have two groups of people with differing interests. In short the issue boils down to the fact that the group of wage earners will want to maintain/increase their wages and perhaps too will want to make their work environment somewhat less alienating. Equally, the group of capitalists will want to increase profits and in doing so may well make the production process yet more alienating by increasing controls into the production process.

 

According to Marx within capitalism there are two fundamental classes: Capitalists and workers. He named the former the Bourgeoisie and the latter the Proletariat. The interests of the two classes differ and thus there is class-conflict or class-struggle.

However these two classes although antagonistic to one another in an important sense are also MUTUALLY DEPENDENT upon one another. They interact through the MOP. They both need each other if they are to survive in their present environment. To the extent that this mutual dependency is dominant in their relationships then this will generate SOCIAL CONTINUITY. However to the extent that their differing interests come to the fore so conflict will occur, making for SOCIAL CHANGE. Marx stresses the dynamic nature of this relational theory and therefore stresses the conflict and social change.

 

ALIENATION

This is a key idea in Marx's theory. To feel alienated is to feel as if you are not part of `things'. It is to feel estranged from community, family etc. It is to feel separated or divorced from the social world. More importantly perhaps it is to feel divorced from one's true self or soul. Marx suggests that capitalism alienates everybody! The reason is because the economy is driven by the profit motive. Rather than the satisfaction of human need capitalism is based upon the goal of profit. Even the capitalist is alienated because he too is driven by profit. But because of his politics Marx is not much concerned with the capitalists but with the group of wage-earners instead. The worker comes to realise that s/he is employed on the basis of their ability to fit into the division of labour rather for their creative skills. For Marx the irony of this division of labour is that its ability to produce efficiently and productively is tempered by its alienating consequences. N.B. Now compare this view of the effects of the DOL with the view held by Durkheim.

 

 

 

 

 

 

 

 

 

 

MARX ON CLASSES: AMBIGUITY & AMBIVALENCE

At the end of the last volume of Marx's Capital there are the beginnings of some ideas on the concept of class. But Marx was to die before he put his full thoughts on class on paper. So, we are left to `cherry pick' from his brief references to class throughout his writings. The `lazy' readers of Marx attribute to him a two-class model of society, as if two and only two classes could explain the complexity of modern societies. In fact throughout Marx's writings we find a wealth of information on Marx's thoughts on class. I will summarize here in a number of points what I think can be gleaned from these writings.

1. Certainly the two fundamental classes, those basic and necessary to capitalism are indeed the bourgeoisie and the proletariat. Around these two classes the basic conflicts of capitalism are expressed.

2. However throughout his work, Marx refers to the existence of fractions of these. Thus the capitalist class are always understood by Marx to be divided into the `fractions' of the industrial bourgeoisie and the financial bourgeoisie. The former own/run the factories and may be sub-divided again into the petite or small bourgeoisie and big bourgeoisie. The financial bourgeoisie own the banks and pension funds. Moreover these two fractions of the same class may enter into systematic conflict with each other. Equally there are fractions of the working class. Marx himself referred to the labour aristocracy which he viewed as those most skilled of the workforce.

 

3. Marx was fully aware of the existence and increasing size and power of the middle classes. In particular the urban professional middle classes. He described them as occupying an ambiguous position between the two fundamental classes.

4. Marx was aware of the continued existence of the classes of pre-modern times surviving into capitalism. In this sense he recognised the continued existence of the Peasantry and Landed Aristocracy. But clearly Slaves came into this category too.

5. So, for Marx there exists: a) a complex mix of several classes in any period and b) these classes can in turn be understood as `containing' fractions within them. One contemporary neo-Marxist who has done a lot to develop this complexity of classes in the work of Marx, is Erik Olin-Wright. A brief discussion of his work can be found in chapter 2 of Edgell, S (1993) Key Ideas: Class (Routledge)

6. Finally, we must take seriously Marx's thesis that there are two situations in which a class can be understood. Firstly, as a class-in-itself, which refers to a condition in which the members of a class are not conscious of themselves as members of a class. In short their sense of personal identity is not based on that of their class position. Secondly, class-for-itself refers to the situation when the members are conscious of their class identity. This latter said Marx would lead to a revolutionary situation when it occurred within the proletariat.

 

 

 

 

 

CONCLUDING REMARKS

So Marx has built a relational model of economic production relations and attempted to demonstrate the implications of this model not just for the rest of the economy but for the political, social and cultural aspects of a society.

 

His theory is Holistic. As noted above the writings of Marx are similar to Durkheim's to the extent that they are macro-sociological. Yet there are many differences between Marx and Durkheim.

The mature work of Marx certainly sees individuals as second to the social structures around them. Marx is committed to the view that history and society are the products of invariant laws which individuals must come to understand. In this sense Marx's theory of historical materialism and dialectical materialism are forms of positivism and realism.

 

MARXIST CONCEPTS TO NOTE & DEFINE
Historical Materialism Ideology
Dialectical Materialism Class-Struggle
Relations of Production Class
Forces of Production Capital
False Consciousness Exploitation
Superstructure Base
Exchange- Value Use-Value
Commodification Alienation
ALTHUSSER AND GRAMSCI'S WORKS
R.S.A. Power bloc
I.S.A. Civil Hegemony

 


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