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 Created: 29 Mar 2010  Copyright © 2010 by owner.
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Modified: 26 Oct 2013 

Economics for the Lay Person

 

Socialism versus Capitalism

If we're inclined to credit conservative pundits, we're likely conditioned to think of socialism as an evil system of government oppression, as exemplified by the so-called People's Republic of China and the erstwhile Union of Soviet Socialist Republics.  Although socialism is indeed a component of some totalitarian regimes, we'd be sorely mistaken in assuming that socialism and truth-denying, freedom-trampling totalitarianism are synonymous.  If we do assume this, then it's time for a reality check:

socialism: a system in which the means of production and distribution are under collective or government ownership and control.
capitalism: a system in which the means of production and distribution are under individual or corporate ownership and control.

Totalitarianism exemplifies only a radical distortion of socialism.  In its more typical forms, socialism is entirely compatible with democratic systems, and works hand-in-hand with free-market forces to meet the various needs and demands of a freely producing and happily consuming public.  If we are right to be wary of government abuse under socialism, we are equally right to be wary of corporate abuse under capitalism.  If as voters and leaders we are wise, we should be able to avoid serious difficulties by keeping the two in some degree of balance, applying each as appropriate to the situation in question.  This isn't just theory; many prosperous and stable democratic nations, including the United States, operate successfully under such a balance between private and public interest, with the general level of citizen well-being serving as a rough gauge of optimal balance.

It isn't a question of whether capitalism is good and socialism is bad, or vice versa.  Each system tends to be better than the other at doing some things, and less good at doing others.  Agriculture, textiles, manufacturing, and retail tend to be more productive under capitalistic free-market conditions.  National defense, law enforcement, courts, and public roads are more workable under a socialistic approach.  Arguably, both private and public education can work well (or badly), and can coexist, each serving in its own way the general interest of producing a literate, numerate, and informed populace.  Under a democratic form of governance, we choose whichever system we think best for a specific purpose.

Socialism's advantage is that it can be used to perform necessary or desirable tasks that have very high start-up costs, that have high risks and low or negative prospects for profit, or in which a profit motive would likely be detrimental to the public interest.  Socialism's disadvantages are that it offers little natural (material) incentive, that it tends to promote mediocrity and to discourage innovation.  Left to itself, socialism has historically had to resort to quota systems to motivate production, and dreary quotas just aren't nearly as motivating as the prospect of material gain—also known as plain old greed.

Capitalism's overwhelming advantage is its ability to provide effective incentive (material gain) for investment, innovation, and production.  Free-market competition rewards those firms that answer the public demand most effectively, and tends to be self-stabilizing over the long term.  No other system yet established can match capitalism for its innovation and productiveness.  However, capitalism isn't perfect.  Left to itself, the nearsighted pursuit of profit at the expense of all else inevitably leads to problems.  Without labor unions or competition for a competent workforce, business tends to exploit its employees with unsafe conditions and low wages.  Without consumer advocacy or government safeguards, business tends to victimize its customers with exorbitant prices, shoddy products, and misleading advertising.  Without external regulation and patent protection, businesses tend to destabilize their own environment in the short term, through cutthroat competition and other unscrupulous practices.  And, as we've seen over several generations, capitalism tends to generate boom-and-bust cycles, some of them utterly devastating to millions of people—even many who might at one time have considered themselves prosperous.

Following nearly seven years of laissez-faire policy under Presidents Coolidge and Hoover, the Great Depression of the 1930s taught us something soberly unpleasant about capitalism.  As President Franklin Roosevelt observed in 1937: "We have always known that heedless self-interest is bad morals.  We know now that it is bad economics."  However, the fact that capitalism has flaws doesn't mean that it's evil and ought to be abolished.  It simply means that, like most "isms" in their pure form, it works better on paper than it does in the real world.  To be of practical benefit to a nation of people who must rely on such a system for something as crucial as their livelihood, there must be balancing and compensating mechanisms to damp capitalism's natural oscillations and to ameliorate the adverse effects of blind obsession with short-term profit to the exclusion of all other concerns.

Nowadays, economists are generally agreed that any economic downturn will spontaneously rectify itself through the markets over time, and that unemployment will naturally tend to stabilize in the long term at about six percent of the work force.  The problem is that even a minor recession might last a couple of years, and recovery from a major calamity like the Great Depression might take decades or even a generation without effective intervention.  Wonderful though the free-market idea is in good times, it cannot be passively allowed, over time, to cost people their livelihoods, their life-savings, and in some cases even their lives, whenever the economy goes into one of its inevitable slumps.  Astute regulation is needed to moderate the extremes of the business cycle.  Safeguards are needed to avoid wholesale economic chaos and personal tragedy whenever the regulations prove inadequate to the task, and these safeguards must function reliably even under enormous economic pressure (such as escalation of the national debt).  Even if it were willing, the private sector is unable to see effectively to such measures.  That's why it's government that must shoulder the burden of ensuring the continuing well-being of society when the economic machinery breaks down.  That's why the Federal Reserve System was devised to regulate the supply and value of money in circulation.  That's why the Federal Deposit Insurance Corporation was formed to guarantee the bank deposits of ordinary savers.  That's why Social Security was created to keep people who've labored long and honestly from unexpectedly becoming destitute when they're no longer able to work.

For similar reasons, though focused on health rather than wealth, Medicare and Medicaid were enacted in the 1960s, and health-care insurance reform was passed in 2010.  As each of these proposals was being debated, it was loudly criticized as being socialist and expensive.  And indeed they are—just like national defense and the justice system and public roads.  Yet, having lived with them and benefited from them, few of us would fancy ourselves better off without them.  Indeed, in the long run, the general well-being of the populace translates into lower overall costs, greater productivity, more consumer demand, and thus ample profits for the farsighted capitalist.  In other words, capitalism and socialism are not mutually antithetical.  Applied appropriately to the tasks each is best suited to address, they're complementary.

Capitalism and socialism, in balance and moderation, aren't inherently good or bad.  They're just tools to address different needs under different conditions.  Each is potentially beneficial when used wisely, and dangerous when used unwisely; and neither is without its costs.  Our first issue of concern, then, is not blindly to praise one and denounce the other, but to become wise enough to deal intelligently with both.

=SAJ=

 

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