Tag Archives: 政治哲學

The Road to Serfdom 自由到路役之路 – Freidrich A. Hayek

road to serfdom 據說在蘋果日報報社的大堂有三尊銅像﹐代表著香港一直以來賴以成功的自由經濟體系﹐背後的三個位著名經濟學家。第一位是香港六十年代的財政司郭伯偉(John J. Cowperthwaite)﹐任內政府推行經濟積極不干預政策。第二位是去年去世的經濟大師佛利民(Milton Friedman),建立自由市場的經濟理論反對政府干預。第三位則是政治哲學家海耶克(Freidich A. Hayek)﹐為反對社會主義和集體主義寫下理論基礎。

「自由到路役之路」 是海耶克最重要的著作﹐書中詳細推論社會主義最終必然會變成極權統治。此書出版於二次大戰未期﹐當時凱恩斯主義(Keynes)當道﹐鼓吹由大政府主導的計劃經濟﹐工會勢力以保障工人之名抬頭﹐陰影籠罩著西方的自由經濟傳統。此書最初出版時不受到重視﹐反對聲音甚至打擊海耶克﹐認為他的理論危言聳聽﹐不適合主導經濟發展的政策。後來歐蘇聯共產實驗的失敗﹐六七十年代西方在左翼思潮影響下經濟一蹶不振﹐正好反證了到海耶克理論的先知先覺。海耶克在1974年獲得諾貝爾經濟獎﹐八十年代英美列根和戴卓爾政府下﹐古典自由主義從新抬頭﹐經濟急速發展﹐再一次肯定了海耶克理論的正確性。海耶克反對集體主義的計劃經濟﹐因為我們的自由會慢慢流失﹐最終我們會淪為專制政府統治的奴隸。

海耶克並不反對有關經濟的計劃﹐只要計劃的目的是促進競爭﹐而非由政府主導市場﹐選擇推行單一發展模式。支持計劃經濟的人﹐認為政府可以制定一套最完善的發展策略﹐只要跟從就能夠建設社會。可是不同人對社會有不同的期望﹐沒有一個經濟計劃可以迎合所有人的需要。政府要推行計劃經濟﹐就必需惘顧社會上一部份人的意願。民主程序並不能解決問題﹐絕大多數人意見分歧像一盤散沙的情況下﹐只要少數人達成統一意見﹐就可以凌駕並騎劫多數人的意願。而最容易達成統一意見的﹐偏偏卻是不會獨立思考的人群﹐他們把權力給與說話動聽的領袖﹐希望他運用絕對權力﹐去掃除推行計劃經濟的障礙。領袖在擁有絕對的權力後﹐在推行經濟計劃的大前題下﹐動用宣傳機器打擊反對聲音﹐因為經濟計劃要成功就不能受到質疑。當領袖完全操制與人民生活息息相關的經濟﹐人民喪失自由再沒有能力反抗時﹐踏上給專制政權奴役之路。

海耶克指出在社會主義中﹐自由一詞的意義被扭曲使用﹐誤導人民去支持計劃經濟。自由原本的意思是指政治上的自由﹐有不受到安全威脅的自由﹐不受到他人權力隨意操控的自由。在社會主義中﹐自由的意義變為經濟上的自由﹐成為不用擔心生活所需而限制選擇的自由。在這個意義中﹐自由只不過是財富的代名詞﹐社會主義的自由就只是財富的重新分配。海耶克並不反對基本的社會保障制度﹐在現代會中不應有人挨餓﹐衣不蔽體或露宿街頭。可是海耶克反對是在滿足基本生活需要後﹐還要追求人民在財富上也要相對地均等。政府不能只保障一部份人(如工會工人)有比較好的生活質素﹐因為社會的財富不是無限﹐若果保障他們所分配到的財富﹐則必然會損害其他沒有保障的人的利益。若果政府要保障所有人分配到的財富﹐政府就要分配每一個人的工作岡位﹐等同於要全面推行計劃經濟。人民喪失選擇工作的自由﹐生活各方面也要依懶政府﹐受到經濟政策決策者的支配。於是我們不單沒有獲得到經濟自由﹐反而連我們的政治自由也賠上去。

這本書中的政治推論深入詳細一環緊扣一環﹐對於初接觸這些政治述語的人來說比較艱深。我把這書前後看了兩遍﹐加上網上簡易精讀版的幫助﹐才勉強認識海耶克的理論。這本書挑戰我們反思一些習以為常的政治慨念﹐追溯自由﹐民主﹐計劃﹐競爭﹐權力﹐法治這些詞語背後的意義﹐讓我們對社會主義的浪漫幻想有所警 惕。 在網絡上我遇到不少左翼的社運份子﹐他們高舉社會主義的自由旗織﹐一廂情願地要求政府干預市場﹐好改善他們關心社群的生活。可是他們缺乏扎實的理論基礎﹐只能看到事情的表面﹐並不意識到的他們訴求﹐正正是踏著海耶克的通住奴役之路。

相對貧窮

說起什麼是貧窮﹐大部份人必定會想起非洲那些餓很瘦骨如柴的飢民﹐ 又或者在電視新聞上看起那些衣不蔽體﹐頂無片瓦的難民。畢境不論是基於人道責任還是身為人類的同情心﹐我們也不能接受社會上有人連生存的權利也沒有保障。可幸的隨著經濟發展人民生活日漸富裕﹐社會有能力負擔公共福利為人民提供最基本的生活必需﹐在發達國家中生活於貧窮線下的人數已大幅減少。在今天的香港社會中﹐相信不會出現路有凍死骨或小孩子要挨肚餓的慘況。正當我們的滅貧大計取得空前成功﹐一些社會學者卻提出貧窮一個的新慨念。他們把上述的問題稱為絕對貧窮 (absolute poverty)﹐而引入一個新的相對貧窮 (relative poverty)觀念。貧窮不再單純是吃不飽穿不暖的問題﹐而是由於未能負擔一般人一樣的消費能力﹐未能享受社會上一般人的生活模式﹐從而感覺到自己貧窮。於是貧窮從一個客觀性的經濟指標﹐變成一個主觀性的文化心理慨念。那些社會學者更進一步指出﹐經濟發展不能解決相對貧窮的問題﹐反而會不斷產生新的貧窮﹐只有重新分配財富﹐改變現行資本主義的社會架構﹐才能在根本上解決貧窮的問題。可是他們有沒有想過﹐相對貧窮有必要解決嗎﹖

首先從字面的定義上去看﹐相對貧窮這個慨念並不存在。相對貧窮只是窮﹐並不是貧。很明顯翻譯這個詞語的人只是囫圇吞棗地﹐把英文詞語照字面的意思硬譯過來﹐而沒有細心思考過在中文裏﹐貧窮二字已包含絕對和相對兩個不同的觀念。物質上的不足為貧﹐是絕對的慨念。窮則是相對的慨念﹐例如龔如心比李家誠窮。世界各國大多有扶貧滅貧的社會計劃﹐只有共產主義的國家﹐才會有做又三十六﹐唔做又三十六的滅窮計劃。在數學上來說﹐除非所有人的收入也相同﹐否則一定會有人比別人窮。貧可滅﹐窮永不可滅。以史為鑑﹐滅窮只能像共產政權那樣製造均貧﹐可是均貧肯定不是我們樂於見到的結果。

窮本身並不是一件值得讓人懼怕的事。正所謂人窮志不窮﹐在生存有基本保障後﹐不必擔活在赤貧的人﹐他們可以憑自己的努力﹐去創造財富逐步爬地上社會階梯。反之富有的人著終日無所事事揮霍無度﹐他們的財富也有花盡的一天﹐會從有錢階級掉下來變成窮人。最有效保障階級上下流動的社會制度是論功行賞的功績主義(Meritocracy)。生產力高對社會有供獻多的人﹐相對的獲得更多財富回報作為鼓勵﹐而生產力低對社會供獻少的人﹐則以相對較少的生活享受作為的懲罰。只要使用得宜﹐富與窮正是最有效增進社會生產力的葫蘿白和棒子。

每一項經濟增長均是來自科技或制度的進步﹐在經濟增長的初期﹐擁有新技術或新知識的人﹐因為生產力相對上升有比較優勢而先富起來。剩下來低技術低知識的人﹐生產力相對下降淪為窮人。讓他們脫窮的唯一方法﹐就是提升他們的生產力﹐通過教育和培訓讓他們在技術和知識追上其他人的平均水平。若果強行把高生產力的人的財產通過分配手段﹐白白送給低生產力的人﹐只會傳達一個錯誤的訊息﹐變相懲罰提高生產力的人。最終只會造成反效果﹐導致社會整體生產力下降或停滯不前﹐對人民不僅益處反而有害處。

透過經濟增長增加社會上的總生產力﹐社會才能夠投放更多資源在低收入階層﹐改善他們客觀生活條件。人民得以豐衣足食﹐貧困也成為過去的代名詞。事實上在今天的香港社會﹐只要沒有不良嗜好﹐就算領綜緩住公屋的市民﹐他們的客觀生活質素比五十年前的中產階級還要好﹐大慨比一百年前的大地主也過之而無不及﹐這就是經濟增長帶來的好處了。經濟增長可以滅貧﹐但不能滅窮。要滅窮的話﹐倒頭來就沒有了經濟增長。不過若果窮是因為人比人比死人的心理問題﹐只是因為生活享受不夠別人好﹐就感覺自己是貧窮的話﹐那麼經濟政策絕不是解決問題的方法。心病還需心藥醫﹐向低下階層傳揚佛家道家無慾無求的思想﹐又或者基督教的克己追求精神而非物質滿足的傳統﹐也可以令他們不再覺得自己貧窮﹐這才是根治窮人心理問題的良方。

PHIL220 Social and Political Philosophy 社會政治哲學

Kymlicka我個學期讀的哲學課是現代政治入門﹐最開心莫過於今次的成績有很大進步。我第一篇巧課只有C-﹐但考試與第二篇功課很用力﹐最後總分有B。雖然遠差A一段距離﹐但至少是個可以見人的分數﹐證明我還有多少讀哲學的料子。以前讀的認知論和形上學的哲學課﹐內容雖然有趣但始終與現實抽離﹐討論議題也只象牙塔內的風波。今次讀政治哲學則與日常生活有切身關係﹐對課題有投入感得多。在課堂中學到的理論﹐讓我可以更加清楚地分析新聞時事的脈絡﹐看穿政治評論背後那些相當然矣的假設。古典政治政學主要是探討權力﹐國家﹐人民和政府的關係﹐現代政治哲學則探討政治制度與公義的關係。公義是所有現代政治理念的共同目標﹐可是不同政治理論底下﹐對公義的定義以及如何達到公義的看法也不同。這門課採用加拿大學者Will Kymlicka的課本﹐每章介紹一個不同的政治理論﹐先講解其定義以及將其合理化的推論﹐然後再與之對比其他政治理論﹐檢視該理論可以解決及不能解決的問題。第一章先從功用主義入手﹐簡述所有其他政治理念也是基於這個基礎之上﹐只不過功用本身的解釋不同﹐才衍生出不同的政治理論。接下來的三章分別講二十世紀三大主流政治理論﹐自由主義﹐新自由主義﹐以及共產主義。上半學期教的三大主義互不兼容﹐互相批評對方的理論在本質上不公義。下半學期的課程有社區主義﹐公民主義﹐多元文化義﹐以及女性主義的政治哲學。這些政治理論本身沒有完整的解構﹐只嘗試修正三大主義中的某些問題﹐各理論可以獨立檢視﹐亦可以把部份理論抽出來相互配合使用。

這科有一個考試加兩份功課﹐分別是千五字的短文與及三千字的長文。第一篇功課是做功用主義﹐第二篇功課則是自選題目﹐我選了資本主義自由經濟的理論﹐去批評馬克思主義中剝削勞工的推論不合理。我甚至為此找馬克思的原文來讀﹐這篇功課除了拿到好成績拉高總分外﹐還使我在寫哲學文章上獲益良多。我前後總共寫了三份初稿給教授批改﹐第一稿給教授刪去接近三分之一篇幅﹐說很多內容言不及義﹐兼在行文間帶情感因素貶底馬克思主義﹐不乎合哲學文章著重理性的基本條件。這課的教授不單教我們政治哲學的知識﹐還補課教我們如何寫篇四平八穩的哲學論問。在批判不認同的哲學理念之前﹐首先要能夠清楚無誤地解理要批判的對象﹐才不會犯了攻擊稻草人的謬誤。單寫推論去作出批判並不足夠﹐還要預期對方會作出什麼回應﹐並加以深入檢視對方的回應是否合理。要暫時放下自己的思維﹐代入理批判對象的思維去思考﹐並不是一個件易的事﹐但這種深入思考的能力﹐就是哲學家與沒受過哲學訓練的普通人的分別。沒有過正反兩邊理論的反覆思考﹐文章只能算是舒發自已的意見﹐並不是思想嚴緊的哲學論文。

課本的作者Kymlicka和﹐我的教授也是自由主義者﹐他說這是在北美學院派政治哲學的主流。所以課程教授的內容偏重自由主義﹐探討其他主義時也是以自由主義作為比較批判的基準。自由主義的觀點某程度上很合理﹐所以在西方社會的政治體制中﹐連奉行資本主義的美國﹐施政也帶有自由主義的影子。可是若自由主義的問題﹐若沒有其他客觀條件管束﹐則會變成不切實際的空想﹐所以絕對自由主義的社會也不可能存在。所以所有現今西方的民主政制﹐也是實行混合主義。問題只是自由主義與新自由主義應佔的比重。我倒奇怪班上有些鬼仔同學竟然是馬克思的信徒﹐他們大力支持馬克思主義的觀點﹐還以為馬克思主義已名存實亡。大慨他們沒有經產過共產主義的恐怖﹐才會對共產主義有不切實際的浪漫幻想。共產主產乍聽起來是一幅很美好的圖畫﹐可是那只是建築在浮沙上的空中樓閣﹐經不起現實的殘酷考驗。班上的女生多數支持女性主義﹐這也是很想當然爾的事。可能我身為男生﹐總看不到女性主義有什麼特別﹐看起來好像只是把相同的說話﹐用不同的言語再說一遍。大慨我是班中唯一的資本主義支持者﹐教授說他教了這科六七年﹐也很少見以資本主義理論為基礎﹐去質疑其他理論的學生。他說我提出的問題帶來學術火花﹐讓他從不同的角度看同一個問題。有些問題當然是我對其他理論有誤解所至﹐但有些問題則是合理的批判﹐指出自由主義與共產主義的內在矛盾。社區主義與多元文化主義﹐並不是有統一整合性的政治主義﹐課程主要是講解其中不同的單元﹐以及解釋這兩個主義對社會的功用。諷刺的是社區主義與多元文化主義的理論﹐竟然可以用來支持我向來讚同的全球化一體化主義。政治哲學這課很有趣亦很有用﹐我會在第三年的哲學課也選條這科。

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哲學功課﹕馬克思主義與勞工剝削
淺論馬克思主義 (Marxism)
淺論新自由主義 (Libertarianism)
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哲學功課﹕ 關你叉事定律

貧富懸殊與公平

在討論任何社會民生問題的時候﹐討論總會朝向貧富懸殊的方向發展。社運份子總喜歡把問題歸咎萬惡的資本主義﹐高喊貧富懸殊不公平﹐只要把有錢人的資源分給窮人﹐所然問題就會自動迎刃而解。雖說他們要解決問題的理想是好的﹐可是他們思想過份天真脫離現實﹐完全本不明白社會如何運作﹐無視經濟學上無形之手的力量﹐他們只會把問題越弄越糟﹐正所謂好心做壞事是也。

要解決社會問題首先要明白問題本質﹐有一個的公平和財富正確觀念是好開始。把所有資源均分給所有人不是公平﹐那是只現實上徹底失敗的共產主義。資源不是從天掉下來﹐是要有人去生產出來的。最公平分均資源的方法﹐就是一個人生產多少資源﹐他就可以享用多少資源。資源只是一個統稱﹐可以細分為不同種類﹐如農業開礦的第一產業﹐把原料加工為成品的第二產業﹐服務行業的第三產業﹐和科研創新的第四產業。每個人從事不同的產業﹐所得產生出來的價值在市場上互相交換。市場跟據供求定律運作﹐多人需求的產品或務服就價格上升﹐少人需求的反之就價格下跌。在古代以勞動力為主的社會﹐每個人創造的資源因物理條件所限相差不遠。但現今社會是知識型經濟﹐資源的創造能力是以幾何級數上升﹐高生產力的人創造大部份資源﹐所以他們就可以享有大部份的資源﹐因此貧富懸殊是合乎市場的自然規律。

反過來說﹐窮人窮的主要原因是因為他們生產力不夠。但一樣米養百樣人﹐窮人當中也有很多不同的分別﹐我把窮人分為以下幾種。

1. 懶人
這是一個不能否認的事實﹐社會上的確有一部份窮人是咎由自取的。他們可能小時候讀書不努力﹐可能大個沉迷嫖賭酒吹﹐也有可能只是好逸惡勞。這些人是社會上的寄生蟲﹐他們窮是應該的﹐給他們同樣資源就是不公平了。

2. 有能力但沒有機會的人
無可否認提高生產力是要先投放資源的﹐天生有材能的人也要後天的裁培。社會是應該把資源投資在這些人身上﹐因為可以提高資源的回報率。提升全民的基本教育水平﹐給與資質出眾的窮等人家子弟的獎學金﹐今屆諾貝爾和平獎尤努斯得出的微額貸款也屬這類社會投資。當然投資就要講回報﹐要因應材能和未來的生產力去作出資源分配。整體而言生產力和可享受的資源掛鈎﹐只不過資源作出時間上的轉移。

3. 沒有能力但勤力的人
雖說現代社會多元化﹐材能也不是限死只得一種。不同有人不同的專長﹐有決策領導﹐計數理財﹐思考創造﹐打波體育﹐唱歌拍戲﹐人際技巧﹐。在自由市場底下﹐他們也都可以盡展所長﹐發揮他們最大的生產力﹐享受他們應得的資源。不過也不忽視有些人真的一無所長﹐就算很努力不論做什麼也是一無所成﹐只能生產出很小的資源。有人會說材能是天生是講運氣﹐若一個人靠天賦享受資源是就是不公平。可是他們忘記了一點﹐幸運之神本來就是公平的。世界事情上有幸有不幸﹐有人中六合彩有人不中﹐總不能說中獎的人拿到獎金就是不公平吧。再者世界根本沒有不涉及運氣的事情﹐就算兩個人的材能和努力相若﹐他們最後誰勝論負最後就是靠三分運氣。難道要他們打和才算公平嗎﹖支持不同天賦是不公平的人思想十分可怕﹐因為他們腦中的公平的觀念﹐原來是要所有人生出來一模一樣﹐不可以在任何方面有優劣的分別﹐大慨他們要人類好像機械人才滿意。而且他們的公平觀有一個死角﹐他們認為用天賦本錢去競爭就是不公平。那為什麼不直接限制有材能的人﹐不可以用其材能去提高生產力去競爭﹐要很麻煩地把高生產力者應得的資源﹐再分出來給沒有材能低生產的人呢﹖

最後想說說社會制度﹐社會分子通常盲目支持Rawls的Egalitarian那套﹐要把資源平均分配給窮人才叫公平。他們沒有考慮改良型資本主義制度﹐如Minimium Tolerance﹐給與窮人最低限度的社會保障如綜緩﹐或Waltz的Complex Equality﹐限制有錢人把財富轉變為其他權力。把資源分給生產力不能自給自足的人﹐是因為身為人類所有的同情心﹐而不是他們有權享有那些資源﹐更加不是為了社會分子口中的公平。因為不把低生產力的人享受少些資源才是公平啊﹗

最後想說多句﹐基於人性理由﹐我們對基層要有適當的同情。但同情的本質是屬於社會投資﹐希望幫基層一把可以讓他們脫離基層﹐對社會作出多些供獻。而不是像其他人所說﹐好像有錢人中產欠了基層似的。每一個人生產所得﹐若要被迫分給別人就是不公平。同情是善心得鼓勵﹐但不同情是道理﹐不應該迫有錢人和中產為基層犧牲自己的利益。

哲學功課﹕馬克思主義與勞工剝削 Marxism and Exploitation

這篇是我政治哲學課的第二篇功課﹐前後花了兩個星期寫了總共三份草稿。初稿給教授刪去了三份之一編幅﹐說我有一半的論點完全不著邊際﹐著我加強剩下那些論點的說服力﹐並何舉例子去解釋我自己以及馬克思主義者的論點。

這文章的內容是討論馬克思主義與勞工剝削﹐馬克思認為資本主義必然會導致勞工受到剝削﹐資本家搾取勞工的剩餘價值﹐所以應該要取消私有產權制度﹐把所有生產工具收歸國有。我這篇文章主要是題出相反意見﹐論證在自由市場下資本主義不一定剝削勞工﹐剩餘價值的出現是由於馬克思的經濟理論有錯誤﹐反而共產主義下必定會出現剝削勞工的情況。

Marxism and Exploitation

Introduction:
Most contemporary analytical Marxists reject the idea that communism is beyond justice. Therefore they take a different approach and develop a communist theory of justice based on the abolition of private property. Marxists think that “private ownership of the means of production should be abolished because it gives rise to the wage-labour relationship which is inherently unjust.”1 They base their arguments on the claims that the wage-labour relationship is inherently exploitative and inherently alienating. This paper will criticize and examine their exploitation argument. Kymlicka criticizes Marxism by arguing that “equalizing resources may be non-exploitative, even if some people work for others, and socializing resources may be exploitative”2. I am going to criticize the exploitation argument using an approach different from Kymlicka’s by showing there exists no exploitation in wage-labour relationship under private ownership of means of production in a modern capitalist economy. In this paper, I will first outline Marx’s views on exploitation. Then I will present the general argument of my anti-thesis. Then I will examine and evaluate some responses from the analytical Marxists against my criticism.

Definition of Exploitation:
Marxists claim that the private ownership and control of productive resources will lead to the exploitation of the worker by the capitalist conclusively since the wage-labour relationship licenses the buying and selling of labour. Exploitation in everyday use means “taking unfair advantage of someone” that normally relies on the under laying justice theory to judge what is unfair. It would be begging the question if Marxism builds the communist theory of justice without first defining what is unfair. Therefore Marxists use a technical definition of exploitation that “refers to the specific phenomenon of the capitalist extracting more value from the work’s labour than is paid back to the worker in return for that labour.”3 According to Marxists, the profit of capitalist comes from the forced transfer of “surplus value” from the worker to the capitalist. The argument is outlined as follows: 4

  1. The labourer is the only person who creates the product, that which has value
  2. The capitalist receives some of the value (surplus value) of the product

Therefore:

  1. The labourer receives less value than the value of what he creates
  2. The capitalist receives some of the value of what the labourer creates

Therefore

  1. The labourer is exploited by the capitalist

Example of Exploitation:
Let us illustrate the exploitation argument with the example outlined by Engels in the introduction of Marx’s article on Wage-Labor and Capital. 5 Workers sell their labour-power to the employers in exchange for wages. Assuming a worker gets a daily wage of 3 dollars from employer and he can finish one product per day. Assuming the raw materials and energy consumed to make one product costs 21 dollars. Therefore, the cost of production of the product is total 24 dollars. The capitalist sell the product for 27 dollars to his customers and received 3 dollars as profit. The price of the product is 27 dollars, out of which 21 dollars already exists before production begins. There the remaining 6 dollars, which have been added to the value of the raw material. According to premise 1, these 6 dollars can arise only from the labour-power added to the raw material by the worker. Therefore the value of a day of work of a worker would be equivalent to 6 dollars. Out of the 6 dollars value the worker created, the capitalist pays the worker 3 dollars as wages, and pocketed the remaining 3 dollars. In Marx words, the capitalist extracts 3 dollars of surplus value from the worker, hence the workers are exploited by the capitalist.

Objections:
My objection has two lines of argument: first, the transfer of surplus value, if that exists, is not necessarily exploitation and, secondly, there is, in fact, no surplus value in wage-labor relationship in a modern capitalist democratic society.

My first argument is that in a modern capitalist economy, the wage-labor relationship is based on contractual agreement. The work and the capitalist voluntarily form the employment contract. In the contract, the employer stated the term of employment including the working hours, wage and other benefits. By signing the employment contract, the worker agrees to accept the employment package in exchange for his work. The wage is determined by the invisible hand following the law of supply and demand, which is the fair market price of the labour-power and skills possessed by the worker. Kymlicka concluded that “there is nothing unjust about volunteering to contribute one’s labour to others”6, therefore only the forced transfer of surplus value is exploitative. In a modern capitalism economy, the workers have means to become a capitalist by acquiring the means of production. In other words, the workers are not forced to work for the capitalist. Therefore the voluntary nature of the employment contract between the worker and the capitalist renders the wage-labour relationship non-exploitative.

My second argument is that premise (1) in the exploitation argument is simply false. Premise (1) is based on false economic theory. The worker is not the only person who creates the product. The surplus value can be explained economically by two major factors. First, the management skills of the capitalist also contribute to the final value of the product. The product made by the worker is worth nothing without the capitalist to determine which product to make, which worker to hire, how to divide up works among workers, etc. The capitalist receives some of the value of the product for his value-added management service for the worker. Second, the productive resources are accumulated labour value owned by the capitalist. The worker cannot produce any product without using the productive resources of the capitalist. The surplus value can be explained as rents paid by the worker to the capitalist in exchange for the right to use the productive resources. Since premise (1) is rejected, premises (3) and (4) do not follow. The worker receives all the value of what he creates and the capitalist receives no value of what the worker creates. Since the capitalist extract no surplus value from the worker, the worker is not exploited by the capitalist.

Reponses from Marists:
In response to my first criticism, “most Marxists, therefore, add the proviso that the worker must be forced to work for the capitalist. Since workers do not in general own any productive assets, and can only earn a living by working for a propertied capitalist, most wage relationships fall under this proviso.” 7 This is a hidden necessary premise required for Marists’ exploitation argument in order to conclude wage-labour relationship is inherently unjust. Therefore we should add a new premise to the exploitation argument:

  2a. The workers are forced to work for the capitalist. 

This premise is an empirical statement and we can evaluate whether it is true or false in a modern capitalist economy. I am going to demonstrate that this statement is false in a modern capitalist economy, thus we should reject the exploitation argument. In addition, I am going to show that without premise 2, premise 2a alone is not a sufficient argument to conclude wage-labour relationship is exploitative.

In Marx’s days when capitalism was still in its early stage or in some third world countries new to capitalism, this premise may be true. However in today’s world of more advanced capitalism, notably in western countries with democracy, this statement is false.

Since the dawn of capitalism, skilled labourers are always short in demand. Especially those process creative talents and intellectual skills, which often requires years of educations to develop. Unlike unskilled labourers who are easy to replace, the skilled labourers can negotiate the best possible contract with the capitalist. The productive assets of the capitalist are worthless without skill labourers. In today’s world where capital is abundant but skilled labourers are scare, the skilled labourers have all the means to access the production resources. If they choose not to work for a capitalist, the financial system provides loans to the worker the necessary capitals to acquire the productive asserts to start his own production. There are many self-employed people and entrepreneurs prosper in the free market economy. None of the skilled labourers is forced to work for the capitalist. Rather they form a partnership with the capitalist that is mutually beneficial.

According to Marx, the definition of the capitalist is those who own the means of production and the definition of worker is those who sell their labour power and do not own the means of production. I would like to point out that according to this definition; almost everyone in modern western countries is a capitalist. The easy access to the equity market, mutual funds and registered retirement plans allows every worker to own a share in the means of production. Stock option or stock purchasing plans given to the employee turns many workers into joint owners of the company. It is almost impossible to imagine someone has his saving in non-capital investment in a modern capitalist society. Moreover, since the turn of the century, the digital revolution brings computers to almost every household. Even those who do not have any investments typically own a computer, which is a means of production. Therefore, a person who has a computer is essentially a capitalist. In fact, there are many successful capitalists, such as the founders of Yahoo, Google or Youtube, that started as college students own nothing but their computers. All the workers own some capital and this gives them the potential to be the next billionaire. Therefore it is not true that the workers are forced to work for the capitalist. They choose to work for the capitalist because they think working under a wage-labour relationship is better than starting their own business venture.

It is true that in many places, the unskilled workers are force to work for the capitalist in order to support a decent living. However, as long as the capitalist gives the worker all the value he produces, there is no exploitation in this forced work relationship. For example, if the worker can create 6 dollars of wealth in one day of work and the capitalist pay the worker 6 dollars of wages per day, then there is no transfer of surplus value from the worker to the capitalist. On the other hand, there are some other unskilled workers not hired by the capitalist because of abundant supply of unskilled workers. There is also no transfer of surplus value from the unemployed workers to the capitalist. Since, both premise 2 and 2a are required by the exploitation argument, it is exploitative only when there is a forced transfer of surplus value from the worker to capitalist. Therefore the unskilled workers are not exploited by capitalist if the profit of the capitalist is not surplus value as I had demonstrated in my second objection.

Marx also said that “workers are entitled to the product of their labour and it is the forced denial of that entitlement which renders capitalism unjust.”8 In other words, the government has no obligation to redistribute the social goods to the unskilled workers who cannot earn a decent living on his own. All social goods are product of labour entitled to someone else, namely the worker who produces the product originally. If a worker lacks the means to support himself if he chooses not to work for capitalist, it is exploitative to ask other people to provide him a decent living. In other words, it is not exploitative that the unskilled workers are force to work for the capitalist if it is the only way to provide them a decent living. Therefore, premise 2a alone is not a sufficient argument to conclude the wage-labour relationship is inherently unjust.

The Marxist may tempted to refute my previous argument saying that under socialism, there would be no capitalist, everyone would jointly own capital and the things produced, so that they are jointly entitled to whatever profits were made. Therefore the unskilled workers will not be forced to work for the capitalist and still able to earn a decent living.

I am going to demonstrate as long as the workers have skill difference and the means of production are scarce, exploitation will exist even the capital are socialized. Under capitalism, the right of usage of the means of production is implicitly come with the ownership of the means of production. Socializing the ownership of the means of production does not solve the problem which person has the right to use the means of production. One method to solve this problem is to distribute the usage among all the workers equally. For example, if there is one machine and two workers, each worker gets to use the machine half a day. Now, imagine the two workers have different skill level. The skilled worker can create 10 dollars worth of product in 1 day, and the unskilled worker can only create 2 dollars worth of product in 1 day. If we allow each worker use the machine half a day, the total wealth created in a day will be 6 dollars, which is not the most efficient use of the machine. Assuming both workers are rational and the skilled worker wanted to earn more money to have a better living. It makes economical sense for the skilled worker to make a mutually beneficial proposal to the unskilled worker. The skilled worker will pay the unskilled 2 dollars a day so that the skilled worker could use the machine for the whole day. The unskilled worker has no reason to object this proposal since it is considerably more than his current incoming and it is impossible for him to beat this amount even if he can use the machine for the whole day. In the end, the skilled worker works for a whole day and creates 10 dollars worth of product. He gave 2 dollars to the unskilled worker and keeps the remaining 8 dollars to himself. It seems that everyone is happy and the output is maximized. However, something is wrong in this picture. The unskilled worker does not produce anything yet he receives 2 dollars of income everyday. The skilled worker is forced to work half a day for unskilled because the skilled worker wants to have a better living. The skilled worker is the only person who creates the product, which that has value. The unskilled worker receives some of the value of the product. In other words, according to the exploitation argument, the skilled worker is exploited by the unskilled worker.

In response to my second criticism, the Marxists have no choice but accept the surplus value does not exist in modern capitalist economy with democracy. Instead they challenge the capitalist’s ownership of the capital and “scorned those who argued that capitalists acquire their property through conscientious savings, and he went on to show that ‘conquest, enslavement, robbery, murder, briefly force, play the great part’ in capital accumulation. This unjust initial accumulation undermines the risk argument, for even if capitalists are willing to take risks with their capital, it is not (morally speaking) their capital to take risk with. Workers might be willing to take the same risks as capitalists if they had any capital to take risks with” 9 Like the response to my first criticism, this is another hidden necessary premise, so we have to add a new premise to the argument:

  2b. All capitalists acquire and accumulate their capital unjustly. 

This premise has two parts. The first part is about how capitalist is initially acquired and the second part involves the reward of taking risk. I am going to show that capital in modern capitalism can be acquired justly and illustrate the Marxists’ idea of risk taking has logical fallacy.

In a modern capitalist economy, many capitalists indeed acquire their property through conscientious savings. Wealth is accumulated by creation of innovative technology or better process that reduces the cost of production. For example, a talented inventor builds a tool that allows him to produce products much more efficiently. Instead of selling the tool in exchange for personal property, he turns the tool into productive resources and hires workers to build products using his tools. The inventor has become a capitalist and he is entitled to own his capital justly. The richest capitalist in the world, Bill Gates, accumulated his wealth this way with series of inventions one after another. Workers working for him are considered having one of the best jobs in the world, sometimes even better than being a capitalist. Many of those workers have more than enough capital to start their own company, yet they still choose to engage in wage-labour relationship. In order to conclude wage-labour relationship is inherently unjust, Marxists have to show that all wage-labour involves exploitation, with no exception. As long as there are means for capitalist to accumulate capital justly, according to the considerations of liberty proposed by John Stuart Mill, we should allow the private ownership of property. The government should take precaution to ensure the capital is accumulated justly and punish those who acquire their wealth unjustly. Abolish the private ownership of capital because some capitalists acquired their wealth unjustly is like throwing the baby away with the bath water. It also infringes the liberty of the capitalists who acquire their wealth without exploitation. In a modern capitalist economy, there are thousands and thousands of examples that capital, which is accumulated labour-power, is justly owned by the capitalist. Therefore, the government should allow the private ownership of the means of production because premise 2b is false.

There is a difference between the willingness to take the risk and the return of taking the risk. Indeed, both worker and capitalist have the same willingness to take the risk. However due to the difference in skill or luck, the return of taking the risk is very difference. Two people may start with the same amount of money, taking the same amount of risk but may end up having different amounts of money. The one who made the right investment choices will be rewarded with more capital. Then he can use the capital to acquire further productive resources and become a more successful capitalist. The one who made the wrong investment choices will lose his money. He has to stay as a worker, work hard and save up enough initial capital to take another risk again. Workers who take the right risk can ascend to be a capitalist. Capitalists who take the wrong risk will fall back to be a worker. As long as there are healthy mobility between the worker class and the capitalist class, it is acceptable to have two difference classes in the society as reward for taking the right risk. Therefore premise 2b is false if some capitalists were once a worker who accumulates his wealth by taking the right risk. Again, we have thousands and thousands of examples in modern capitalist economy.

Conclusion:
In conclusion, I have successfully refuted the exploitation argument by showing that workers are not necessary forced to work for the capitalist under wage-labour relationship and surplus value do not exists, the workers retain all the value they created. I have considered some responses from the Marists, but they are failed to defend the argument from my criticism. Therefore, there is no inherent exploitation in wage-labor relationship, thus the private ownership of means of productions is not inherently unjust.