Karl Marx
Karl Marx (; 5 May 1818 – 14 March 1883) was a German philosopher, political theorist, economist, journalist, and revolutionary socialist. He is best-known for the 1848 pamphlet '' The Communist Manifesto'' (written with Friedrich Engels) ...
's theory of history. Marx located historical change in the rise of class societies and the way humans labor together to make their livelihoods.
Karl Marx stated that technological development plays an important role in influencing social transformation and therefore the
mode of production
In the Marxist theory of historical materialism, a mode of production (German: ''Produktionsweise'', "the way of producing") is a specific combination of the:
* Productive forces: these include human labour power and means of production (tools, ...
over time. This change in the mode of production encourages changes to a society's
economic system
An economic system, or economic order, is a system of production, resource allocation and distribution of goods and services within an economy. It includes the combination of the various institutions, agencies, entities, decision-making proces ...
.
Marx's lifetime collaborator,
Friedrich Engels
Friedrich Engels ( ;"Engels" ''Random House Webster's Unabridged Dictionary''.
Enlightenment views of history
Marx's view of history was shaped by his engagement with the intellectual and philosophical movement known as the
Age of Enlightenment
The Age of Enlightenment (also the Age of Reason and the Enlightenment) was a Europe, European Intellect, intellectual and Philosophy, philosophical movement active from the late 17th to early 19th century. Chiefly valuing knowledge gained th ...
and the profound scientific, political, economic and social transformations that took place in Britain and other parts of Europe in the 16th, 17th and 18th centuries.
Hobbes
Thomas Hobbes ( ; 5 April 1588 – 4 December 1679) was an English philosopher, best known for his 1651 book ''Leviathan'', in which he expounds an influential formulation of social contract theory. He is considered to be one of the founders ...
(1588–1679),
Montesquieu
Charles Louis de Secondat, baron de La Brède et de Montesquieu (18 January 168910 February 1755), generally referred to as simply Montesquieu, was a French judge, man of letters, historian, and political philosopher.
He is the principal so ...
(1689–1755),
Voltaire
François-Marie Arouet (; 21 November 169430 May 1778), known by his ''Pen name, nom de plume'' Voltaire (, ; ), was a French Age of Enlightenment, Enlightenment writer, philosopher (''philosophe''), satirist, and historian. Famous for his wit ...
(1694–1778),
Smith
Smith may refer to:
People and fictional characters
* Metalsmith, or simply smith, a craftsman fashioning tools or works of art out of various metals
* Smith (given name)
* Smith (surname), a family name originating in England
** List of people ...
Condorcet
Marie Jean Antoine Nicolas de Caritat, Marquis of Condorcet (; ; 17 September 1743 – 29 March 1794), known as Nicolas de Condorcet, was a French philosopher, political economist, politician, and mathematician. His ideas, including suppo ...
(1743–1794) explored new forms of inquiry, including empirical studies of human nature, history, economics and society. Some philosophers, for example, Vico (1668–1744),
Herder
A herder is a pastoralism, pastoral worker responsible for the care and management of a herd or flock of domestic animals, usually on extensive management, open pasture. It is particularly associated with nomadic pastoralism, nomadic or transhuma ...
(1744–1803) and
Hegel
Georg Wilhelm Friedrich Hegel (27 August 1770 – 14 November 1831) was a 19th-century German idealism, German idealist. His influence extends across a wide range of topics from metaphysical issues in epistemology and ontology, to political phi ...
(1770–1831), sought to uncover organizing principles of human history in underlying themes, meanings, and directions. For many Enlightenment philosophers, the power of ideas became the mainspring for understanding historical change and the rise and fall of civilizations. History was the gradual advance of the "spirit of liberty" or the growth of
nationalism
Nationalism is an idea or movement that holds that the nation should be congruent with the state. As a movement, it presupposes the existence and tends to promote the interests of a particular nation, Smith, Anthony. ''Nationalism: Theory, I ...
or
democracy
Democracy (from , ''dēmos'' 'people' and ''kratos'' 'rule') is a form of government in which political power is vested in the people or the population of a state. Under a minimalist definition of democracy, rulers are elected through competitiv ...
,
rationality
Rationality is the quality of being guided by or based on reason. In this regard, a person acts rationally if they have a good reason for what they do, or a belief is rational if it is based on strong evidence. This quality can apply to an ab ...
and
law
Law is a set of rules that are created and are enforceable by social or governmental institutions to regulate behavior, with its precise definition a matter of longstanding debate. It has been variously described as a science and as the ar ...
. This view of history remains popular to this day.
Materialism
Beginning in the 16th and 17th centuries, materialism came to prominence in
Western philosophy
Western philosophy refers to the Philosophy, philosophical thought, traditions and works of the Western world. Historically, the term refers to the philosophical thinking of Western culture, beginning with the ancient Greek philosophy of the Pre ...
, especially in opposition to the Cartesian rationalism of philosophers such as Descartes. Notable philosophers expounding materialist views included
Francis Bacon
Francis Bacon, 1st Viscount St Alban (; 22 January 1561 – 9 April 1626) was an English philosopher and statesman who served as Attorney General and Lord Chancellor of England under King James I. Bacon argued for the importance of nat ...
,
Pierre Gassendi
Pierre Gassendi (; also Pierre Gassend, Petrus Gassendi, Petrus Gassendus; 22 January 1592 – 24 October 1655) was a French philosopher, Catholic priest, astronomer, and mathematician. While he held a church position in south-east France, he a ...
, and
John Locke
John Locke (; 29 August 1632 (Old Style and New Style dates, O.S.) – 28 October 1704 (Old Style and New Style dates, O.S.)) was an English philosopher and physician, widely regarded as one of the most influential of the Enlightenment thi ...
. They were followed by a series of materialists in France in the 18th century such as
Étienne Bonnot de Condillac
Étienne Bonnot de Condillac ( ; ; 30 September 1714 – 2 August or 3 August 1780) was a French philosopher, epistemologist, and Catholic priest, who studied in such areas as psychology and the philosophy of the mind.
Biography
He was born a ...
Baron d'Holbach
Paul Thiry, Baron d'Holbach (; ; 8 December 1723 – 21 January 1789), known as d'Holbach, was a Franco-German philosopher, encyclopedist and writer, who was a prominent figure in the French Enlightenment. He was born in Edesheim, near Landau ...
Théodore Dézamy
Alexandre Théodore Dézamy (4 March 1808 – 24 July 1850) was a French socialist, a representative of the Neo-Babouvist tendency in early French communism, along with Albert Laponneraye, Richard Lahautière, Jacques Pillot and others. He ...
and Jules Gay adopted materialism in their historical analysis of society as well. Marx inherited his materialist philosophy from this Gassendi-Dezamy line of thinkers.
Marx's ideas were also influenced by his reading of
Young Hegelian
The Young Hegelians (), or Left Hegelians (''Linkshegelianer''), or the Hegelian Left (''die Hegelsche Linke''), were a group of German intellectuals who, in the decade or so after the death of Georg Wilhelm Friedrich Hegel in 1831, reacted to an ...
writer
Ludwig Feuerbach
Ludwig Andreas von Feuerbach (; ; 28 July 1804 – 13 September 1872) was a German anthropologist and philosopher, best known for his book '' The Essence of Christianity'', which provided a critique of Christianity that strongly influenced ge ...
's 1833 work ''Geschichte der neuern Philosophie von Bacon von Verulam bis Benedict Spinoza'' which covered Gassendi's materialist philosophy as well as Gassendi's treatment on materialist
Ancient Greek
Ancient Greek (, ; ) includes the forms of the Greek language used in ancient Greece and the classical antiquity, ancient world from around 1500 BC to 300 BC. It is often roughly divided into the following periods: Mycenaean Greek (), Greek ...
philosophers such as
Epicurus
Epicurus (, ; ; 341–270 BC) was an Greek philosophy, ancient Greek philosopher who founded Epicureanism, a highly influential school of philosophy that asserted that philosophy's purpose is to attain as well as to help others attain tranqui ...
,
Leucippus
Leucippus (; , ''Leúkippos''; ) was a pre-Socratic Greek philosopher. He is traditionally credited as the founder of atomism, which he developed with his student Democritus. Leucippus divided the world into two entities: atoms, indivisible ...
, and
Democritus
Democritus (, ; , ''Dēmókritos'', meaning "chosen of the people"; – ) was an Ancient Greece, Ancient Greek Pre-Socratic philosophy, pre-Socratic philosopher from Abdera, Thrace, Abdera, primarily remembered today for his formulation of an ...
.
Materialist conception of history
Inspired by Enlightenment thinkers, especially Condorcet, the utopian socialist
Henri de Saint-Simon
Claude Henri de Rouvroy, Comte de Saint-Simon (; ; 17 October 1760 – 19 May 1825), better known as Henri de Saint-Simon (), was a French political, economic and socialist theorist and businessman whose thought had a substantial influence on po ...
(1760–1825) formulated his own materialist interpretation of history, similar to those later used in Marxism, analyzing historical epochs based on their level of technology and organization and dividing them between eras of
slavery
Slavery is the ownership of a person as property, especially in regards to their labour. Slavery typically involves compulsory work, with the slave's location of work and residence dictated by the party that holds them in bondage. Enslavemen ...
,
serfdom
Serfdom was the status of many peasants under feudalism, specifically relating to manorialism and similar systems. It was a condition of debt bondage and indentured servitude with similarities to and differences from slavery. It developed du ...
, and finally
wage labor
Wage labour (also wage labor in American English), usually referred to as paid work, paid employment, or paid labour, refers to the socioeconomic relationship between a worker and an employer in which the worker sells their labour power under ...
. According to the socialist leader
Jean Jaurès
Auguste Marie Joseph Jean Léon Jaurès (3 September 185931 July 1914), commonly referred to as Jean Jaurès (; ), was a French socialist leader. Initially a Moderate Republican, he later became a social democrat and one of the first possibi ...
, the French writer
Antoine Barnave
Antoine Pierre Joseph Marie Barnave (, 21 September 176129 November 1793) was a French politician, and, together with Honoré Mirabeau, one of the most influential orators of the early part of the French Revolution. He is most notable for corre ...
was the first to develop the theory that economic forces were the driving factors in history.
Marx came to his commitment to a materialist analysis of society and political economy around 1844 and completed his works '' The Holy Family'' in 1845, ''
The German Ideology
''The German Ideology'' (German: ''Die deutsche Ideologie''), also known as ''A Critique of the German Ideology'', is a set of manuscripts written by Karl Marx and Friedrich Engels around April or early May 1846. Marx and Engels did not find a p ...
'' or ''Leipzig Council'' in 1846, and ''
The Poverty of Philosophy
''The Poverty of Philosophy'' (French: ''Misère de la philosophie'') is a book by Karl Marx published in Paris and Brussels in 1847, where he lived in exile from 1843 until 1849. It was originally written in French language, French as a critique ...
'' in 1847 along with Friedrich Engels.
"Great man" history
Marx rejected the enlightenment view that ideas alone were the driving force in society or that the underlying cause of change was guided by the actions of leaders in government or religion. The " great man" and occasionally "great woman" view of historical change was popularized by the 19th-century Scottish philosopher
Thomas Carlyle
Thomas Carlyle (4 December 17955 February 1881) was a Scottish essayist, historian, and philosopher. Known as the "Sage writing, sage of Chelsea, London, Chelsea", his writings strongly influenced the intellectual and artistic culture of the V ...
(1795–1881) who wrote "the history of the world is nothing but the biography of great men". According to Marx, this conception of history amounted to nothing more than a collection of "high-sounding dramas of princes and states".
Hegel's contribution to Marx's theory of history
While studying at the
University of Berlin
The Humboldt University of Berlin (, abbreviated HU Berlin) is a public research university in the central borough of Mitte in Berlin, Germany.
The university was established by Frederick William III on the initiative of Wilhelm von Humbol ...
, Marx encountered the philosophy of
Hegel
Georg Wilhelm Friedrich Hegel (27 August 1770 – 14 November 1831) was a 19th-century German idealism, German idealist. His influence extends across a wide range of topics from metaphysical issues in epistemology and ontology, to political phi ...
(1770–1831) which had a profound and lasting influence on his thinking. One of Hegel's key critiques of enlightenment philosophy was that while thinkers were often able to describe what made societies from one epoch to the next different, they struggled to account for why they changed.
Hegel and historicism
Classical economists presented a model of
civil society
Civil society can be understood as the "third sector" of society, distinct from government and business, and including the family and the private sphere.
state
State most commonly refers to:
* State (polity), a centralized political organization that regulates law and society within a territory
**Sovereign state, a sovereign polity in international law, commonly referred to as a country
**Nation state, a ...
, which was expressed in each historical epoch, by a "spirit of the age",
collective consciousness
Collective consciousness, collective conscience, or collective conscious () is the set of shared beliefs, ideas, and moral attitudes which operate as a unifying force within society.''Collins Dictionary of Sociology'', p93. In general, it doe ...
or
geist
''Geist'' () is a German noun with a significant degree of importance in German philosophy. ''Geist'' can be roughly translated into three English meanings: ghost (as in the supernatural entity), spirit (as in the Holy Spirit), and mind or int ...
, that "Freedom" could be realized. For Hegel, history was the working through of a process where humans become ever more conscious of the rational principles that govern social development.
Dialectics of change
Hegel's dialectical method presents the world as a complex totality where all aspects of society (familial, economic, scientific, governmental, etc.) are interconnected, mutually influential, and unable to be considered in isolation. According to Hegel, at any particular point in time, society is an amalgam of contesting forces – some promoting stability and others striving for change. It is not just external factors that bring about transformation but internal contradictions. The unceasing drive of this dynamic is played out by real people struggling to achieve their aims. The outcome is that ideas, institutions and bodies of society are reconfigured into new forms expressing new characteristics. At certain decisive moments in history, during periods of great conflict, the actions of "great historical men" can align with the "spirit of the age" to bring about a fundamental advance in freedom.
Algebra of revolution
The implication of Hegel's philosophy that every social order, no matter how powerful and secure, will eventually wither away was incendiary. These ideas were inspirational to Marx and the
Young Hegelians
The Young Hegelians (), or Left Hegelians (''Linkshegelianer''), or the Hegelian Left (''die Hegelsche Linke''), were a group of German intellectuals who, in the decade or so after the death of Georg Wilhelm Friedrich Hegel in 1831, reacted to an ...
who sought to develop a radical critique of the Prussian authorities and their failure to introduce constitutional change or reform social institutions. However, Hegel's contention that ideas or the "spirit of the age" drive history was mistaken in Marx's view. Hegel, wrote Marx, "fell into the illusion of conceiving the real as the product of thought..." Marx contended that the engine of history was to be found in a materialist understanding of society - the productive process and the way humans labored to meet their needs. Marx and Engels first set out their materialist conception of history in ''
The German Ideology
''The German Ideology'' (German: ''Die deutsche Ideologie''), also known as ''A Critique of the German Ideology'', is a set of manuscripts written by Karl Marx and Friedrich Engels around April or early May 1846. Marx and Engels did not find a p ...
'', written in 1845. The book is a lengthy polemic against Marx and Engels' fellow
Young Hegelians
The Young Hegelians (), or Left Hegelians (''Linkshegelianer''), or the Hegelian Left (''die Hegelsche Linke''), were a group of German intellectuals who, in the decade or so after the death of Georg Wilhelm Friedrich Hegel in 1831, reacted to an ...
and contemporaries
Ludwig Feuerbach
Ludwig Andreas von Feuerbach (; ; 28 July 1804 – 13 September 1872) was a German anthropologist and philosopher, best known for his book '' The Essence of Christianity'', which provided a critique of Christianity that strongly influenced ge ...
,
Bruno Bauer
Bruno Bauer (; ; 6 September 180913 April 1882) was a German philosopher and theologian. As a student of G. W. F. Hegel, Bauer was a radical Rationalist in philosophy, politics and Biblical criticism. Bauer investigated the sources of the New T ...
, and
Max Stirner
Johann Kaspar Schmidt (; 25 October 1806 – 26 June 1856), known professionally as Max Stirner (; ), was a German post-Hegelian philosopher, dealing mainly with the Hegelian notion of social alienation and self-consciousness. Stirner is oft ...
.
Historical materialism
The production of life
Marx based his theory of history on the necessity of labor to ensure physical survival. In ''The German Ideology'', Marx wrote that the first historical act was the production of means to satisfy material needs and that labor is a "fundamental condition of all history, which today, as thousands of years ago, must daily and hourly be fulfilled merely in order to sustain human life". Human labor forms the materialist basis for society and is at the heart of Marx's account of history. Marx viewed labor throughout history, in all societies and in all modes of production, from the earliest Paleolithic hunter gatherers through to feudal societies and to modern
capitalist
Capitalism is an economic system based on the private ownership of the means of production and their use for the purpose of obtaining profit. This socioeconomic system has developed historically through several stages and is defined by ...
economies as an "everlasting Nature-imposed condition of human existence" that compels humans to join socially to produce their means of subsistence.
Forces and relations of production
Marx identified two mutually interdependent structures of humans' interaction with nature and the process of producing their subsistence'':'' the
forces of production
Productive forces, productive powers, or forces of production ( German: ''Produktivkräfte'') is a central idea in Marxism and historical materialism.
In Karl Marx and Friedrich Engels' own critique of political economy, it refers to the combin ...
and
relations of production
Relations of production () is a concept frequently used by Karl Marx and Friedrich Engels in their theory of historical materialism and in ''Das Kapital''. It is first explicitly used in Marx's published book '' The Poverty of Philosophy'', al ...
.
Forces of production
The ''forces of production'' are everything that humans use to make the things that society needs. They include human labor and the raw materials, land, tools, instruments and knowledge required for production. The flint sharpened spears and harpoons developed by early humans in the late Paleolithic period are all forces of production. Over time, the forces of production tend to develop and expand as new skills, knowledge and technology (for example wooden scratch plows then heavier iron plows) are put to use to meet human needs. From one generation to the next, technical skills, evolving traditions of practice and mechanical innovations are reproduced and disseminated.
Relations of production
Marx extended this premise by asserting the importance of the fact that, in order to carry out production and exchange, people have to enter into very definite social relations, or more specifically, "relations of production". However, production does not get carried out in the abstract, or by entering into arbitrary or random relations chosen at will, but instead are determined by the development of the existing forces of production.
The relations of production are determined by the level and character of these productive forces present at any given time in history. In all societies,
human beings
Humans (''Homo sapiens'') or modern humans are the most common and widespread species of primate, and the last surviving species of the genus ''Homo''. They are great apes characterized by their hairlessness, bipedalism, and high intellige ...
collectively work on
nature
Nature is an inherent character or constitution, particularly of the Ecosphere (planetary), ecosphere or the universe as a whole. In this general sense nature refers to the Scientific law, laws, elements and phenomenon, phenomena of the physic ...
but, especially in class societies, do not do the same work. In such societies, there is a
division of labor
The division of labour is the separation of the tasks in any economic system or organisation so that participants may specialise (Departmentalization, specialisation). Individuals, organisations, and nations are endowed with or acquire specialis ...
in which people not only carry out different kinds of labor but occupy different social positions on the basis of those differences. The most important such division is that between manual and intellectual labor whereby one class produces a given society's wealth while another is able to monopolize control of the
means of production
In political philosophy, the means of production refers to the generally necessary assets and resources that enable a society to engage in production. While the exact resources encompassed in the term may vary, it is widely agreed to include the ...
, in this way both governing that society and living off of the wealth generated by the laboring classes.
Base and superstructure
Marx identified society's relations of production (arising on the basis of given productive forces) as the economic base of society. He also explained that on the foundation of the economic base, there arise certain political institutions, laws, customs, culture, etc., and ideas, ways of thinking, morality, etc. These constitute the political/ideological "
superstructure
A superstructure is an upward extension of an existing structure above a baseline. This term is applied to various kinds of physical structures such as buildings, bridges, or ships.
Aboard ships and large boats
On water craft, the superstruct ...
" of society. This superstructure not only has its origin in the economic base, but its features also ultimately correspond to the character and development of that economic base, i.e. the way people organize society, its relations of production, and its mode of production.G.A. Cohen argues in '' Karl Marx's Theory of History: A Defence'' that a society's superstructure stabilizes or entrenches its economic structure, but that the economic base is primary and the superstructure secondary. That said, it is precisely because the superstructure strongly affects the base that the base selects that superstructure. As Charles Taylor wrote: "These two directions of influence are so far from being rivals that they are actually complementary. The functional explanation requires that the secondary factor tend to have a causal effect on the primary, for this dispositional fact is the key feature of the explanation." It is because the influences in the two directions are not symmetrical that it makes sense to speak of primary and secondary factors, even where one is giving a non-reductionist, "holistic" account of social interaction.
To summarize, history develops in accordance with the following observations:
# Social progress is driven by progress in the material,
productive forces
Productive forces, productive powers, or forces of production ( German: ''Produktivkräfte'') is a central idea in Marxism and historical materialism.
In Karl Marx and Friedrich Engels' own critique of political economy, it refers to the combin ...
a society has at its disposal (
technology
Technology is the application of Conceptual model, conceptual knowledge to achieve practical goals, especially in a reproducible way. The word ''technology'' can also mean the products resulting from such efforts, including both tangible too ...
capital goods
In economics, capital goods or capital are "those durable produced goods that are in turn used as productive inputs for further production" of goods and services. A typical example is the machinery used in a factory. At the macroeconomic level, ...
and so on).
# Humans are inevitably involved in productive relations (roughly speaking, economic relationships or institutions), which constitute the most decisive
social relations
A social relation is the fundamental unit of analysis within the social sciences, and describes any voluntary or involuntary interpersonal relationship between two or more conspecifics within and/or between groups. The group can be a language or k ...
. These relations progress with the development of the productive forces. They are largely determined by the
division of labor
The division of labour is the separation of the tasks in any economic system or organisation so that participants may specialise (Departmentalization, specialisation). Individuals, organisations, and nations are endowed with or acquire specialis ...
, which in turn tends to determine
social class
A social class or social stratum is a grouping of people into a set of Dominance hierarchy, hierarchical social categories, the most common being the working class and the Bourgeoisie, capitalist class. Membership of a social class can for exam ...
.
#
Relations of production
Relations of production () is a concept frequently used by Karl Marx and Friedrich Engels in their theory of historical materialism and in ''Das Kapital''. It is first explicitly used in Marx's published book '' The Poverty of Philosophy'', al ...
are both determined by the means and forces of production and set the conditions of their development. For example, capitalism tends to increase the rate at which the forces develop and stresses the
accumulation of capital
Capital accumulation is the dynamic that motivates the pursuit of profit, involving the investment of money or any financial asset with the goal of increasing the initial monetary value of said asset as a financial return whether in the form ...
.
# The relations of production define the mode of production, e.g. the capitalist mode of production is characterized by the polarization of society into capitalists and workers.
# The
superstructure
A superstructure is an upward extension of an existing structure above a baseline. This term is applied to various kinds of physical structures such as buildings, bridges, or ships.
Aboard ships and large boats
On water craft, the superstruct ...
—the cultural and institutional features of a society, its ideological materials—is ultimately an expression of the mode of production on which the society is founded.
# Every type of
state
State most commonly refers to:
* State (polity), a centralized political organization that regulates law and society within a territory
**Sovereign state, a sovereign polity in international law, commonly referred to as a country
**Nation state, a ...
is a powerful
institution
An institution is a humanly devised structure of rules and norms that shape and constrain social behavior. All definitions of institutions generally entail that there is a level of persistence and continuity. Laws, rules, social conventions and ...
of the ruling class; the state is an instrument which one class uses to secure its rule and enforce its preferred relations of production and its exploitation onto society.
# State power is usually only transferred from one class to another by social and political upheaval.
# When a given relation of production no longer supports further progress in the productive forces, either further progress is strangled, or 'revolution' must occur.
# The actual historical process is not predetermined but depends on class struggle, especially the elevation of class consciousness and organization of the working class.
Key implications in the study and understanding of history
Many writers note that historical materialism represented a revolution in human thought, and a break from previous ways of understanding the underlying basis of change within various human societies. As Marx puts it, "a coherence arises in human history" because each generation inherits the productive forces developed previously and in turn further develops them before passing them on to the next generation. Further, this coherence increasingly involves more of humanity the more the productive forces develop and expand to bind people together in production and exchange.
This understanding counters the notion that human history is simply a series of accidents, either without any underlying cause or caused by supernatural beings or forces exerting their will on society. Historical materialism posits that history is made as a result of struggle between different social classes rooted in the underlying economic base. According to
G. A. Cohen
Gerald Allan Cohen ( ; 14 April 1941 – 5 August 2009) was a Canadian political philosophy, political philosopher who held the positions of Quain Professor, Quain Professor of Jurisprudence, University College London and Chichele Professor of ...
, author of '' Karl Marx's Theory of History: A Defence'', the level of development of society's productive forces (i.e., society's technological powers, including tools, machinery, raw materials, and labor power) determines society's economic structure, in the sense that it selects a structure of economic relations that tends best to facilitate further technological growth. In historical explanation, the overall primacy of the productive forces can be understood in terms of two key theses:
In saying that productive forces have a universal ''tendency'' to develop, Cohen's reading of Marx is not claiming that productive forces always develop or that they never decline. Their development may be temporarily blocked, but because human beings have a rational interest in developing their capacities to control their interactions with external nature in order to satisfy their wants, the historical tendency is strongly toward further development of these capacities.
Broadly, the importance of the study of history lies in the ability of history to explain the present.
John Bellamy Foster
John Bellamy Foster (born August 19, 1953) is an American professor of sociology at the University of Oregon and editor of the ''Monthly Review''. He writes about political economy of capitalism and economic crisis, ecology and ecological crisis, ...
asserts that historical materialism is important in explaining history from a scientific perspective, by following the
scientific method
The scientific method is an Empirical evidence, empirical method for acquiring knowledge that has been referred to while doing science since at least the 17th century. Historically, it was developed through the centuries from the ancient and ...
, as opposed to belief-system theories like
creationism
Creationism is the faith, religious belief that nature, and aspects such as the universe, Earth, life, and humans, originated with supernatural acts of Creation myth, divine creation, and is often Pseudoscience, pseudoscientific.#Gunn 2004, Gun ...
and
intelligent design
Intelligent design (ID) is a pseudoscientific argument for the existence of God, presented by its proponents as "an evidence-based scientific theory about life's origins".#Numbers 2006, Numbers 2006, p. 373; " Dcaptured headlines for it ...
, which do not base their beliefs on verifiable facts and
hypotheses
A hypothesis (: hypotheses) is a proposed explanation for a phenomenon. A scientific method, scientific hypothesis must be based on observations and make a testable and reproducible prediction about reality, in a process beginning with an educ ...
.
Modes of production
The main
modes of production
Mode ( meaning "manner, tune, measure, due measure, rhythm, melody") may refer to:
Arts and entertainment
* MODE (magazine), MO''D''E (magazine), a defunct U.S. women's fashion magazine
* ''Mode'' magazine, a fictional fashion magazine which i ...
that Marx identified include
primitive communism
Primitive communism is a way of describing the gift economies of hunter-gatherers throughout history, where resources and property hunted or gathered are shared with all members of a group in accordance with individual needs. In political sociolo ...
feudalism
Feudalism, also known as the feudal system, was a combination of legal, economic, military, cultural, and political customs that flourished in Middle Ages, medieval Europe from the 9th to 15th centuries. Broadly defined, it was a way of struc ...
,
capitalism
Capitalism is an economic system based on the private ownership of the means of production and their use for the purpose of obtaining profit. This socioeconomic system has developed historically through several stages and is defined by ...
and
communism
Communism () is a political sociology, sociopolitical, political philosophy, philosophical, and economic ideology, economic ideology within the history of socialism, socialist movement, whose goal is the creation of a communist society, a ...
.
Mercantilism
Mercantilism is a economic nationalism, nationalist economic policy that is designed to maximize the exports and minimize the imports of an economy. It seeks to maximize the accumulation of resources within the country and use those resources ...
,
mixed economy
A mixed economy is an economic system that includes both elements associated with capitalism, such as private businesses, and with socialism, such as nationalized government services.
More specifically, a mixed economy may be variously de ...
socialism
Socialism is an economic ideology, economic and political philosophy encompassing diverse Economic system, economic and social systems characterised by social ownership of the means of production, as opposed to private ownership. It describes ...
are sometimes included in the modes of production by later authors. In each of these stages of production, people interact with nature and production in different ways. Any surplus from that production was distributed differently. Marx propounded that humanity first began living in primitive communist societies, then came the ancient societies such as
Rome
Rome (Italian language, Italian and , ) is the capital city and most populated (municipality) of Italy. It is also the administrative centre of the Lazio Regions of Italy, region and of the Metropolitan City of Rome. A special named with 2, ...
and
Greece
Greece, officially the Hellenic Republic, is a country in Southeast Europe. Located on the southern tip of the Balkan peninsula, it shares land borders with Albania to the northwest, North Macedonia and Bulgaria to the north, and Turkey to th ...
which were based on a ruling class of citizens and a class of
slaves
Slavery is the ownership of a person as property, especially in regards to their labour. Slavery typically involves compulsory work, with the slave's location of work and residence dictated by the party that holds them in bondage. Enslavemen ...
, then feudalism which was based on
nobles
Nobility is a social class found in many societies that have an aristocracy. It is normally appointed by and ranked immediately below royalty. Nobility has often been an estate of the realm with many exclusive functions and characteristics. T ...
and
serfs
Serfdom was the status of many peasants under feudalism, specifically relating to manorialism and similar systems. It was a condition of debt bondage and indentured servitude with similarities to and differences from slavery. It developed dur ...
, and then capitalism which is based on the
capitalist class
The bourgeoisie ( , ) are a class of business owners, merchants and wealthy people, in general, which emerged in the Late Middle Ages, originally as a "middle class" between the peasantry and aristocracy. They are traditionally contrasted with ...
(
bourgeoisie
The bourgeoisie ( , ) are a class of business owners, merchants and wealthy people, in general, which emerged in the Late Middle Ages, originally as a "middle class" between the peasantry and aristocracy. They are traditionally contrasted wi ...
) and the
working class
The working class is a subset of employees who are compensated with wage or salary-based contracts, whose exact membership varies from definition to definition. Members of the working class rely primarily upon earnings from wage labour. Most c ...
(
proletariat
The proletariat (; ) is the social class of wage-earners, those members of a society whose possession of significant economic value is their labour power (their capacity to work). A member of such a class is a proletarian or a . Marxist ph ...
). In his idea of a future communist society, Marx explains that classes would no longer exist, and therefore the exploitation of one class by another is abolished.
Primitive communism
To historical materialists,
hunter-gatherer
A hunter-gatherer or forager is a human living in a community, or according to an ancestrally derived Lifestyle, lifestyle, in which most or all food is obtained by foraging, that is, by gathering food from local naturally occurring sources, esp ...
societies constituted primitive communist societies. In a primitive communist society, the
productive forces
Productive forces, productive powers, or forces of production ( German: ''Produktivkräfte'') is a central idea in Marxism and historical materialism.
In Karl Marx and Friedrich Engels' own critique of political economy, it refers to the combin ...
would have consisted of all able-bodied persons engaged in obtaining food and resources from the land, and everyone would share in what was produced by hunting and gathering. There would be no
private property
Private property is a legal designation for the ownership of property by non-governmental Capacity (law), legal entities. Private property is distinguishable from public property, which is owned by a state entity, and from Collective ownership ...
, which is distinguished from
personal property
Personal property is property that is movable. In common law systems, personal property may also be called chattels or personalty. In civil law (legal system), civil law systems, personal property is often called movable property or movables—a ...
such as articles of clothing and similar personal items, because primitive society produced no surplus; what was produced was quickly consumed and this was because there existed no division of labour, hence people were forced to work together. The few things that existed for any length of time - the
means of production
In political philosophy, the means of production refers to the generally necessary assets and resources that enable a society to engage in production. While the exact resources encompassed in the term may vary, it is widely agreed to include the ...
(
tool
A tool is an Physical object, object that can extend an individual's ability to modify features of the surrounding environment or help them accomplish a particular task. Although many Tool use by animals, animals use simple tools, only human bei ...
s and land),
housing
Housing refers to a property containing one or more Shelter (building), shelter as a living space. Housing spaces are inhabited either by individuals or a collective group of people. Housing is also referred to as a human need and right to ...
- were held communally. In Engels' view, in association with matrilocal residence and matrilineal descent, reproductive labour was shared. There would have also been a lack of
state
State most commonly refers to:
* State (polity), a centralized political organization that regulates law and society within a territory
**Sovereign state, a sovereign polity in international law, commonly referred to as a country
**Nation state, a ...
productive forces
Productive forces, productive powers, or forces of production ( German: ''Produktivkräfte'') is a central idea in Marxism and historical materialism.
In Karl Marx and Friedrich Engels' own critique of political economy, it refers to the combin ...
advanced, namely due to
agriculture
Agriculture encompasses crop and livestock production, aquaculture, and forestry for food and non-food products. Agriculture was a key factor in the rise of sedentary human civilization, whereby farming of domesticated species created ...
and its ensuing abundance which led to the abandonment of nomadic society. Slave societies were marked by their use of
slavery
Slavery is the ownership of a person as property, especially in regards to their labour. Slavery typically involves compulsory work, with the slave's location of work and residence dictated by the party that holds them in bondage. Enslavemen ...
and minor
private property
Private property is a legal designation for the ownership of property by non-governmental Capacity (law), legal entities. Private property is distinguishable from public property, which is owned by a state entity, and from Collective ownership ...
;
production for use
Production for use is a phrase referring to the principle of economic organization and production taken as a defining criterion for a socialist economy. It is held in contrast to production for profit. This criterion is used to distinguish commun ...
was the primary form of production. Slave society is considered by historical materialists to be the first class-stratified society formed of
citizens
Citizenship is a membership and allegiance to a sovereign state.
Though citizenship is often conflated with nationality in today's English-speaking world, international law does not usually use the term ''citizenship'' to refer to nationality; ...
and
slaves
Slavery is the ownership of a person as property, especially in regards to their labour. Slavery typically involves compulsory work, with the slave's location of work and residence dictated by the party that holds them in bondage. Enslavemen ...
. Surplus from agriculture was distributed to the citizens, who exploited the slaves that worked the fields.
Feudal mode of production
The feudal mode of production emerged from slave society (e.g. in Europe after the collapse of the Roman Empire), coinciding with the further advance of productive forces. Feudal society's class relations were marked by an entrenched
nobility
Nobility is a social class found in many societies that have an aristocracy. It is normally appointed by and ranked immediately below royalty. Nobility has often been an estate of the realm with many exclusive functions and characteristics. T ...
and
serfdom
Serfdom was the status of many peasants under feudalism, specifically relating to manorialism and similar systems. It was a condition of debt bondage and indentured servitude with similarities to and differences from slavery. It developed du ...
. For Marx, what defined feudalism was the power of the ruling class (the
aristocracy
Aristocracy (; ) is a form of government that places power in the hands of a small, privileged ruling class, the aristocracy (class), aristocrats.
Across Europe, the aristocracy exercised immense Economy, economic, Politics, political, and soc ...
) in their control of arable land, leading to a class society based upon the exploitation of the peasants who farm these lands, typically under serfdom and principally by means of labour, produce and money rents.
Simple commodity production
Simple commodity production (, also translated as petty commodity production), is a term coined by Friedrich Engels in 1894 when he had compiled and edited the third volume of Marx's ''Capital''. It refers to productive activities under the condi ...
existed in the form of artisans and merchants. This merchant class would grow in size and eventually form the
bourgeoisie
The bourgeoisie ( , ) are a class of business owners, merchants and wealthy people, in general, which emerged in the Late Middle Ages, originally as a "middle class" between the peasantry and aristocracy. They are traditionally contrasted wi ...
. However, production was still largely for use.
Capitalist mode of production
The capitalist mode of production materialized when the rising bourgeois class grew large enough to institute a shift in the productive forces. The bourgeoisie's primary form of production was in the form of
commodities
In economics, a commodity is an economic good, usually a resource, that specifically has full or substantial fungibility: that is, the market treats instances of the good as equivalent or nearly so with no regard to who produced them.
Th ...
, i.e. they produced with the purpose of exchanging their products. As this commodity production grew, the old feudal systems came into conflict with the new capitalist ones; feudalism was then eschewed as capitalism emerged. The bourgeoisie's influence expanded until commodity production became fully generalized:
The feudal system of industry, in which industrial production was monopolised by closed guilds, now no longer sufficed for the growing wants of the new markets. The manufacturing system took its place. The guild-masters were pushed on one side by the manufacturing middle class; division of labour between the different corporate guilds vanished in the face of division of labour in each single workshop.
With the rise of the bourgeoisie came the concepts of
nation-states
A nation state, or nation-state, is a political entity in which the state (a centralized political organization ruling over a population within a territory) and the nation (a community based on a common identity) are (broadly or ideally) con ...
and
nationalism
Nationalism is an idea or movement that holds that the nation should be congruent with the state. As a movement, it presupposes the existence and tends to promote the interests of a particular nation, Smith, Anthony. ''Nationalism: Theory, I ...
. Marx argued that capitalism completely separated the economic and political forces. Marx took the state to be a sign of this separation—it existed to manage the massive conflicts of interest which arose between the proletariat and bourgeoisie in capitalist society. Marx observed that nations arose at the time of the appearance of capitalism on the basis of community of economic life, territory, language, certain features of psychology, and traditions of everyday life and culture. In ''
The Communist Manifesto
''The Communist Manifesto'' (), originally the ''Manifesto of the Communist Party'' (), is a political pamphlet written by Karl Marx and Friedrich Engels, commissioned by the Communist League and originally published in London in 1848. The ...
'' Marx and Engels explained that the coming into existence of nation-states was the result of class struggle, specifically of the capitalist class's attempts to overthrow the institutions of the former ruling class. Prior to capitalism, nations were not the primary political form.
Vladimir Lenin
Vladimir Ilyich Ulyanov ( 187021 January 1924), better known as Vladimir Lenin, was a Russian revolutionary, politician and political theorist. He was the first head of government of Soviet Russia from 1917 until Death and state funeral of ...
shared a similar view on nation-states. There were two opposite tendencies in the development of nations under capitalism. One of them was expressed in the activation of national life and national movements against the oppressors. The other was expressed in the expansion of links among nations, the breaking down of barriers between them, the establishment of a unified economy and of a world market (
globalization
Globalization is the process of increasing interdependence and integration among the economies, markets, societies, and cultures of different countries worldwide. This is made possible by the reduction of barriers to international trade, th ...
); the first is a characteristic of lower-stage capitalism and the second a more advanced form, furthering the unity of the international proletariat. Alongside this development was the forced removal of the
serfdom
Serfdom was the status of many peasants under feudalism, specifically relating to manorialism and similar systems. It was a condition of debt bondage and indentured servitude with similarities to and differences from slavery. It developed du ...
from the countryside to the city, forming a new proletarian class. This caused the countryside to become reliant on large cities. Subsequently, the new capitalist mode of production also began expanding into other societies that had not yet developed a capitalist system (e.g. the scramble for Africa). ''The Communist Manifesto'' stated:
National differences and antagonism between peoples are daily more and more vanishing, owing to the development of the bourgeoisie, to freedom of commerce, to the world market, to uniformity in the mode of production and in the conditions of life corresponding thereto.
The supremacy of the proletariat will cause them to vanish still faster. United action, of the leading civilised countries at least, is one of the first conditions for the emancipation of the proletariat.
In proportion as the exploitation of one individual by another will also be put an end to, the exploitation of one nation by another will also be put an end to. In proportion as the antagonism between classes within the nation vanishes, the hostility of one nation to another will come to an end.
Under capitalism, the bourgeoisie and proletariat become the two primary classes.
Class struggle
In political science, the term class conflict, class struggle, or class war refers to the economic antagonism and political tension that exist among social classes because of clashing interests, competition for limited resources, and inequali ...
between these two classes was now prevalent. With the emergence of capitalism, productive forces were now able to flourish, causing the
Industrial Revolution
The Industrial Revolution, sometimes divided into the First Industrial Revolution and Second Industrial Revolution, was a transitional period of the global economy toward more widespread, efficient and stable manufacturing processes, succee ...
in Europe. Despite this, however, the productive forces eventually reach a point where they can no longer expand, causing the same collapse that occurred at the end of feudalism:
Modern bourgeois society, with its relations of production, of exchange and of property, a society that has conjured up such gigantic means of production and of exchange, is like the sorcerer who is no longer able to control the powers of the nether world whom he has called up by his spells. ..The productive forces at the disposal of society no longer tend to further the development of the conditions of bourgeois property; on the contrary, they have become too powerful for these conditions, by which they are fettered, and so soon as they overcome these fetters, they bring disorder into the whole of bourgeois society, endanger the existence of bourgeois property.
Communist mode of production
Lower-stage of communism
The bourgeoisie, as Marx stated in ''
The Communist Manifesto
''The Communist Manifesto'' (), originally the ''Manifesto of the Communist Party'' (), is a political pamphlet written by Karl Marx and Friedrich Engels, commissioned by the Communist League and originally published in London in 1848. The ...
'', has "forged the weapons that bring death to itself; it has also called into existence the men who are to wield those weapons—the modern working class—the proletarians." Historical materialists henceforth believe that the modern proletariat are the new revolutionary class in relation to the bourgeoisie, in the same way that the bourgeoisie was the revolutionary class in relation to the nobility under feudalism. The proletariat, then, must seize power as the new revolutionary class in a dictatorship of the proletariat.
Between capitalist and communist society there lies the period of the revolutionary transformation of the one into the other. Corresponding to this is also a political transition period in which the state can be nothing but the ''revolutionary dictatorship of the proletariat''.
Marx also describes a communist society developed alongside the proletarian dictatorship:
Within the co-operative society based on common ownership of the means of production, the producers do not exchange their products; just as little does the labor employed on the products appear here as the value of these products, as a material quality possessed by them, since now, in contrast to capitalist society, individual labor no longer exists in an indirect fashion but directly as a component part of total labor. The phrase "proceeds of labor", objectionable also today on account of its ambiguity, thus loses all meaning.
What we have to deal with here is a communist society, not as it has ''developed'' on its own foundations, but, on the contrary, just as it ''emerges'' from capitalist society; which is thus in every respect, economically, morally, and intellectually, still stamped with the birthmarks of the old society from whose womb it emerges. Accordingly, the individual producer receives back from society—after the deductions have been made—exactly what he gives to it. What he has given to it is his individual quantum of labor. For example, the social working day consists of the sum of the individual hours of work; the individual labor time of the individual producer is the part of the social working day contributed by him, his share in it. He receives a certificate from society that he has furnished such-and-such an amount of labor (after deducting his labor for the common funds); and with this certificate, he draws from the social stock of means of consumption as much as the same amount of labor cost. The same amount of labor which he has given to society in one form, he receives back in another.
This lower-stage of communist society is, according to Marx, analogous to the lower-stage of capitalist society, i.e. the transition from feudalism to capitalism, in that both societies are "stamped with the birthmarks of the old society from whose womb it emerges." The emphasis on the idea that modes of production do not exist in isolation but rather are materialized from the previous existence is a core idea in historical materialism.
There is considerable debate among communists regarding the nature of this society. Some such as
Joseph Stalin
Joseph Vissarionovich Stalin (born Dzhugashvili; 5 March 1953) was a Soviet politician and revolutionary who led the Soviet Union from 1924 until Death and state funeral of Joseph Stalin, his death in 1953. He held power as General Secret ...
,
Fidel Castro
Fidel Alejandro Castro Ruz (13 August 1926 – 25 November 2016) was a Cuban politician and revolutionary who was the leader of Cuba from 1959 to 2008, serving as the prime minister of Cuba from 1959 to 1976 and President of Cuba, president ...
, and other Marxist-Leninists believe that the lower-stage of communism constitutes its own mode of production, which they call socialist rather than communist. Marxist-Leninists believe that this society may still maintain the concepts of property, money, and commodity production.
free association of producers
Free association, also known as free association of producers, is a relationship among individuals where there is no private ownership of the means of production. A key feature of socialist economics, it has been defined differently by different s ...
which has successfully negated all remnants of capitalism, notably the concepts of
states
State most commonly refers to:
* State (polity), a centralized political organization that regulates law and society within a territory
**Sovereign state, a sovereign polity in international law, commonly referred to as a country
**Nation state, a ...
,
nationality
Nationality is the legal status of belonging to a particular nation, defined as a group of people organized in one country, under one legal jurisdiction, or as a group of people who are united on the basis of culture.
In international law, n ...
,
sexism
Sexism is prejudice or discrimination based on one's sex or gender. Sexism can affect anyone, but primarily affects women and girls. It has been linked to gender roles and stereotypes, and may include the belief that one sex or gender is int ...
,
families
Family (from ) is a group of people related either by consanguinity (by recognized birth) or affinity (by marriage or other relationship). It forms the basis for social order. Ideally, families offer predictability, structure, and safety as ...
social classes
A social class or social stratum is a grouping of people into a set of hierarchical social categories, the most common being the working class and the capitalist class. Membership of a social class can for example be dependent on education, ...
,
money
Money is any item or verifiable record that is generally accepted as payment for goods and services and repayment of debts, such as taxes, in a particular country or socio-economic context. The primary functions which distinguish money are: m ...
,
property
Property is a system of rights that gives people legal control of valuable things, and also refers to the valuable things themselves. Depending on the nature of the property, an owner of property may have the right to consume, alter, share, re ...
,
commodities
In economics, a commodity is an economic good, usually a resource, that specifically has full or substantial fungibility: that is, the market treats instances of the good as equivalent or nearly so with no regard to who produced them.
Th ...
, the
bourgeoisie
The bourgeoisie ( , ) are a class of business owners, merchants and wealthy people, in general, which emerged in the Late Middle Ages, originally as a "middle class" between the peasantry and aristocracy. They are traditionally contrasted wi ...
, the
proletariat
The proletariat (; ) is the social class of wage-earners, those members of a society whose possession of significant economic value is their labour power (their capacity to work). A member of such a class is a proletarian or a . Marxist ph ...
,
division of labor
The division of labour is the separation of the tasks in any economic system or organisation so that participants may specialise (Departmentalization, specialisation). Individuals, organisations, and nations are endowed with or acquire specialis ...
,
cities
A city is a human settlement of a substantial size. The term "city" has different meanings around the world and in some places the settlement can be very small. Even where the term is limited to larger settlements, there is no universally agree ...
class struggle
In political science, the term class conflict, class struggle, or class war refers to the economic antagonism and political tension that exist among social classes because of clashing interests, competition for limited resources, and inequali ...
,
religion
Religion is a range of social system, social-cultural systems, including designated religious behaviour, behaviors and practices, morals, beliefs, worldviews, religious text, texts, sanctified places, prophecies, ethics in religion, ethics, or ...
,
ideology
An ideology is a set of beliefs or values attributed to a person or group of persons, especially those held for reasons that are not purely about belief in certain knowledge, in which "practical elements are as prominent as theoretical ones". Form ...
negation
In logic, negation, also called the logical not or logical complement, is an operation (mathematics), operation that takes a Proposition (mathematics), proposition P to another proposition "not P", written \neg P, \mathord P, P^\prime or \over ...
of
capitalism
Capitalism is an economic system based on the private ownership of the means of production and their use for the purpose of obtaining profit. This socioeconomic system has developed historically through several stages and is defined by ...
.
Marx made the following comments on the higher-phase of communist society:
In a higher phase of communist society, after the enslaving subordination of the individual to the
division of labor
The division of labour is the separation of the tasks in any economic system or organisation so that participants may specialise (Departmentalization, specialisation). Individuals, organisations, and nations are endowed with or acquire specialis ...
, and therewith also the antithesis between mental and physical labor, has vanished; after labor has become not only a means of life but life's prime want; after the productive forces have also increased with the all-around development of the individual, and all the springs of co-operative wealth flow more abundantly—only then can the narrow horizon of bourgeois right be crossed in its entirety and society inscribe on its banners: From each according to his ability, to each according to his needs!
Warnings against misuse
In the 1872 Preface to the French edition of Vol. 1, Marx emphasized that " ere is no royal road to science, and only those who do not dread the fatiguing climb of its steep paths have a chance of gaining its luminous summits." Reaching a scientific understanding required conscientious, painstaking research, instead of philosophical speculation and unwarranted, sweeping generalizations. Having abandoned abstract philosophical speculation in his youth, Marx himself showed great reluctance during the rest of his life about offering any generalities or universal truths about human existence or human history.
The first explicit and systematic summary of the materialist interpretation of history to be published was Engels's book ''Herr Eugen Dühring's Revolution in Science'', written with Marx's approval and guidance, and often referred to as the ''
Anti-Dühring
''Anti-Dühring'' (, "Herr Eugen Dühring's Revolution in Science") is a book by Friedrich Engels, first published in German in 1877 in parts and then in 1878 in book form. It had previously been serialised in the newspaper '' Vorwärts.'' There ...
''. One of the polemics was to ridicule the easy "world schematism" of philosophers, who invented the latest wisdom from behind their writing desks. Towards the end of his life, in 1877, Marx wrote a letter to the editor of the Russian paper ''Otetchestvennye Zapisky'', which significantly contained the following disclaimer:
Marx goes on to illustrate how the same factors can in different historical contexts produce very different results so that quick and easy generalizations are not really possible. To indicate how seriously Marx took research when he died, his estate contained several cubic metres of Russian statistical publications (it was, as the old Marx observed, in Russia that his ideas gained the most influence).
Insofar as Marx and Engels regarded historical processes as
law
Law is a set of rules that are created and are enforceable by social or governmental institutions to regulate behavior, with its precise definition a matter of longstanding debate. It has been variously described as a science and as the ar ...
-governed processes, the possible future directions of historical development were to a great extent ''limited'' and ''conditioned'' by what happened before. Retrospectively, historical processes could be understood to have happened by ''necessity'' in certain ways and not others, and to some extent at least, the most likely variants of the future could be specified on the basis of careful study of the known facts.
Towards the end of his life, Engels commented several times about the abuse of historical materialism. In a letter to Conrad Schmidt dated 5 August 1890, he stated:
Finally, in a letter to Franz Mehring dated 14 July 1893, Engels stated:
Engels warned about conceiving of Marx's ideas as deterministic, saying: "According to the materialist conception of history, the ultimately determining element in history is the production and reproduction of real life. Other than this neither Marx nor I have ever asserted. Hence if somebody twists this into saying that the economic element is the only determining one, he transforms that proposition into a meaningless, abstract, senseless phrase." On another occasion, Engels remarked that "younger people sometimes lay more stress on the economic side than is due to it".
Criticism
Philosopher of science
Karl Popper
Sir Karl Raimund Popper (28 July 1902 – 17 September 1994) was an Austrian–British philosopher, academic and social commentator. One of the 20th century's most influential philosophers of science, Popper is known for his rejection of the ...
, in ''
The Poverty of Historicism
''The Poverty of Historicism'' is a 1944 book by the philosopher Karl Popper (revised in 1957), in which the author argues that the idea of historicism is dangerous and bankrupt.
Publication
''The Poverty of Historicism'' was first written as ...
'' and ''Conjectures and Refutations'', critiqued such claims of the explanatory power or valid application of historical materialism by arguing that it could explain or explain away any fact brought before it, making it
unfalsifiable
Falsifiability (or refutability) is a deductive standard of evaluation of scientific theories and hypotheses, introduced by the philosopher of science Karl Popper in his book '' The Logic of Scientific Discovery'' (1934). A theory or hypothesi ...
and thus
pseudoscientific
Pseudoscience consists of statements, beliefs, or practices that claim to be both scientific and factual but are incompatible with the scientific method. Pseudoscience is often characterized by contradictory, exaggerated or unfalsifiable cl ...
. Similar arguments were brought by
Leszek Kołakowski
Leszek Kołakowski (; ; 23 October 1927 – 17 July 2009) was a Polish philosopher and historian of ideas. He is best known for his critical analysis of Marxism, Marxist thought, as in his three-volume history of Marxist philosophy ''Main Current ...
in ''
Main Currents of Marxism
''Main Currents of Marxism: Its Origins, Growth and Dissolution'' () is a work about Marxism by the political philosopher Leszek Kołakowski. Its three volumes in English are ''The Founders'', ''The Golden Age'', and ''The Breakdown''. It was firs ...
Walter Benjamin
Walter Bendix Schönflies Benjamin ( ; ; 15 July 1892 – 26 September 1940) was a German-Jewish philosopher, cultural critic, media theorist, and essayist. An eclectic thinker who combined elements of German idealism, Jewish mysticism, Western M ...
compares historical materialism to the Turk, an 18th-century device which was promoted as a mechanized automaton which could defeat skilled chess players but actually concealed a human who controlled the machine. Benjamin suggested that, despite Marx's claims to scientific objectivity, historical materialism was actually quasi-religious. Like the Turk, wrote Benjamin, " e puppet called 'historical materialism' is always supposed to win. It can do this with no further ado against any opponent, so long as it employs the services of
theology
Theology is the study of religious belief from a Religion, religious perspective, with a focus on the nature of divinity. It is taught as an Discipline (academia), academic discipline, typically in universities and seminaries. It occupies itse ...
, which as everyone knows is small and ugly and must be kept out of sight." Benjamin's friend and colleague
Gershom Scholem
Gershom Scholem (; 5 December 1897 – 21 February 1982) was an Israeli philosopher and historian. Widely regarded as the founder of modern academic study of the Kabbalah, Scholem was appointed the first professor of Jewish mysticism at Hebrew Un ...
would argue that Benjamin's critique of historical materialism was so definitive that, as
Mark Lilla
Mark Lilla (born 1956) is an American political scientist, historian of ideas, journalist, and professor of humanities at Columbia University in New York City. A self-described liberal, he typically, though not always, presents views from that p ...
would write, "nothing remains of historical materialism ..but the term itself".
Continued development
In a foreword to his essay ''Ludwig Feuerbach and the End of Classical German Philosophy'' (1886), three years after Marx's death, Engels claimed confidently that "the Marxist world outlook has found representatives far beyond the boundaries of Germany and Europe and in all the literary languages of the world." Indeed, in the years after Marx and Engels' deaths, "historical materialism" was identified as a distinct philosophical doctrine and was subsequently elaborated upon and systematized by
Orthodox Marxist
Orthodox Marxism is the body of Marxist thought which emerged after the deaths of Karl Marx and Friedrich Engels in the late 19th century, expressed in its primary form by Karl Kautsky. Kautsky's views of Marxism dominated the European Marxist ...
Eduard Bernstein
Eduard Bernstein (; 6 January 1850 – 18 December 1932) was a German Marxist theorist and politician. A prominent member of the Social Democratic Party of Germany (SPD), he has been both condemned and praised as a "Revisionism (Marxism), revisi ...
,
Karl Kautsky
Karl Johann Kautsky (; ; 16 October 1854 – 17 October 1938) was a Czech-Austrian Marxism, Marxist theorist. A leading theorist of the Social Democratic Party of Germany (SPD) and the Second International, Kautsky advocated orthodox Marxism, a ...
,
Georgi Plekhanov
Georgi Valentinovich Plekhanov ( rus, Георгий Валентинович Плеханов, p=ɡʲɪˈorɡʲɪj vəlʲɪnʲˈtʲinəvʲɪtɕ plʲɪˈxanəf, a=Ru-Georgi Plekhanov-JermyRei.ogg; – 30 May 1918) was a Russian revolutionary, ...
and
Nikolai Bukharin
Nikolai Ivanovich Bukharin (; rus, Николай Иванович Бухарин, p=nʲɪkɐˈlaj ɪˈvanəvʲɪdʑ bʊˈxarʲɪn; – 15 March 1938) was a Russian revolutionary, Soviet politician, and Marxist theorist. A prominent Bolshevik ...
. This occurred despite the fact that many of Marx's earlier works on historical materialism, including ''The German Ideology'', remained unpublished until the 1930s.
The substantivist
ethnographic
Ethnography is a branch of anthropology and the systematic study of individual cultures. It explores cultural phenomena from the point of view of the subject of the study. Ethnography is also a type of social research that involves examining ...
approach of economic
anthropologist
An anthropologist is a scientist engaged in the practice of anthropology. Anthropologists study aspects of humans within past and present societies. Social anthropology, cultural anthropology and philosophical anthropology study the norms, values ...
Karl Polanyi
Karl Paul Polanyi (; ; 25 October 1886 – 23 April 1964)''Encyclopædia Britannica'' (Chicago: Encyclopædia Britannica Inc. 2003) vol 9. p. 554 was an Austro-Hungarian economic anthropologist, economic sociologist, and politician, best kno ...
bears similarities to historical materialism. Polanyi distinguishes between the ''formal'' definition of economics as the logic of rational choice between limited resources and a ''substantive'' definition of economics as the way humans make their living from their natural and social environment. In '' The Great Transformation'' (1944), Polanyi asserts that both the formal and substantive definitions of economics hold true under capitalism, but the formal definition falls short when analyzing the economic behavior of pre-industrial societies, whose behavior was more often governed by redistribution and reciprocity. While Polanyi was influenced by Marx, he rejected the primacy of
economic determinism
Economic determinism is a socioeconomic theory that economic relationships (such as being an owner or capitalist or being a worker or proletarian) are the foundation upon which all other societal and political arrangements in society are based. T ...
in shaping the course of history, arguing that rather than being a realm unto itself, an economy is embedded within its contemporary social institutions, such as the
state
State most commonly refers to:
* State (polity), a centralized political organization that regulates law and society within a territory
**Sovereign state, a sovereign polity in international law, commonly referred to as a country
**Nation state, a ...
in the case of the market economy.
A recent exploration of historical materialism is
G. A. Cohen
Gerald Allan Cohen ( ; 14 April 1941 – 5 August 2009) was a Canadian political philosophy, political philosopher who held the positions of Quain Professor, Quain Professor of Jurisprudence, University College London and Chichele Professor of ...
Analytical Marxism
Analytical Marxism is an academic school of Marxist theory which emerged in the late 1970s, largely prompted by G. A. Cohen's '' Karl Marx's Theory of History: A Defence'' (1978). In this book, Cohen drew on the Anglo–American tradition of an ...
. Cohen advances a sophisticated technological-determinist interpretation of Marx "in which history is, fundamentally, the growth of human productive power, and forms of society rise and fall according as they enable or impede that growth."
Jürgen Habermas
Jürgen Habermas ( , ; ; born 18 June 1929) is a German philosopher and social theorist in the tradition of critical theory and pragmatism. His work addresses communicative rationality and the public sphere.
Associated with the Frankfurt S ...
believes historical materialism "needs revision in many respects", especially because it has ignored the significance of
communicative action
In sociology, communicative action is cooperative action undertaken by individuals based upon mutual deliberation and argumentation. The term was developed by German philosopher- sociologist Jürgen Habermas in his work '' The Theory of Communica ...
.
Göran Therborn has argued that the method of historical materialism should be applied to historical materialism as an intellectual tradition and to the history of Marxism itself.
In the early 1980s, Paul Hirst and Barry Hindess elaborated a structural Marxist interpretation of historical materialism.
Regulation theory, especially in the work of Michel Aglietta draws extensively on historical materialism.
Following the
collapse of the Soviet Union
The Soviet Union was formally dissolved as a sovereign state and subject of international law on 26 December 1991 by Declaration No. 142-N of the Soviet of the Republics of the Supreme Soviet of the Soviet Union. Declaration No. 142-Н of ...
in the early 1990s, much of Marxist thought was seen as anachronistic. A major effort to "renew" historical materialism comes from historian
Ellen Meiksins Wood
Ellen Meiksins Wood (April 12, 1942 January 14, 2016) was an American-Canadian Marxist historian, and one of the primary developers of the Marxist tendency known as political Marxism.
Biography
Wood was born in New York City on April 12, 1942, ...
, who wrote in 1995 that, "There is something off about the assumption that the collapse of Communism represents a terminal crisis for Marxism. One might think, among other things, that in a period of capitalist triumphalism there is more scope than ever for the pursuit of Marxism's principal project, the critique of capitalism."
e kernel of historical materialism was an insistence on the historicity and specificity of capitalism, and denial that its laws were the universal laws of history...this focus on the specificity of capitalism, as a moment with historical origins as well as an end, with a systemic logic specific to it, encourages a truly historical sense lacking in classical political economy and conventional ideas of progress, and this had potentially fruitful implications for the historical study of other modes of production too.
Referencing Marx's
Theses on Feuerbach
The "Theses on Feuerbach" are eleven short philosophical notes written by Karl Marx as a basic outline for the first chapter of the book ''The German Ideology'' in 1845. Like the book for which they were written, the theses were never published i ...
, Wood argued for historical materialism to be understood as "a theoretical foundation for interpreting the world in order to change it."
See also
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Further reading
* Critical account which focuses on incoherencies in the thought of Marx, Engels and Lenin.
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* American criticism of orthodox Marxism and argument for a more radical version of historical materialism that sticks closer to Marx by changing itself to keep up with changes in the historical situation.
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* Contains an early defence of the materialist conception of history against its critics of the day.
* Free interpretation of Marx's idea.
* Captures the full subtlety of Marx's thought, but at length in four volumes.
* Good reply to false interpretations of Marx's view of history.
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* Sympathetically critical of dialectical materialism.
* Argues historical materialism must be revised to include communicative action.
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* Provides an introductory chapter on historical materialism.
* Attempts to provide an alternative to schematic interpretations of historical materialism.
* Good survey.
* Emphasizes understanding the roots of class society and the state.
* Modelled on Lenin's "Three components of Marxism" but with a section on the reception and diffusion of Marxism in the world.
* Standard Maoist reading of Marx's materialism.
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* Classic statement by a contemporary and friend of Marx & Engels.
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* Trotskyist interpretations of problems of history.
* Attempts to develop a post-Stalinist interpretation of Marx's project.
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* Classic statement of Stalinist doctrine.
* Includes a good short introduction.
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* Polemic which ridicules theorists of history who do not actually study history.
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* Alternative survey.
* Sees historical materialism as a methodology and ''Das Kapital'' as an application of the method.
* Delves into misinterpretations of Marx including the substitution of "Historical materialism" by Lenin.
{{DEFAULTSORT:Historical Materialism
Ideology of the Communist Party of the Soviet UnionMarxismMarxist theoryMaterialism