Russell Haggar
Site Owner
Introducing Marxism
My aim in this document is to introduce some of the main ideas of Marxist theory to students beginning their Advanced Level studies of Sociology and/or Government and Politics. Elsewhere on the site students can find more detailed information on Marxist theories; on the application of Marxist theories in the Sociology of the Family, Education Systems, Social Stratification and the analysis of the State; and on comparisons between Marxism and other form of Socialism.
Since this is an introductory document I have not considered the influence of G.W.F Hegel on the development of Marx's ideas but you may click here for a slightly longer version of this document which does incorporate a simplified summary of some of Hegel's ideas
Useful Links
Click here and here for introductory videos on Marx and Marxism: an ideal starting point. June 2015 and March 2017 Click here for an excellent podcast by Dr. Pete Woodcock [University of Huddersfield] on Karl Marx Click here for a very useful Screen Cast by Steve Bassett of Park College Sociology Department Also if you require only the briefest of summaries of Marxist ideas you could click here for my 12 point summary of this document! Click here for In Our Time on Marx Click here for podcast on Charles Umney's new book: Class Matters: Inequality and Exploitation in 21st Century Britain Click here and here for articles on Karl Marx from The Conversation and here for an article on Friedrich Engels from The Conversation New links added May 2018 Click here for an audio discussion from Thinking Allowed between Professor Laurie Taylor and Professor David Harvey on the current relevance of Marxism. February 2018 Click here for Gramsci and Neo-Marxism [Not the ideal place to start though!] Click here for a series of audio lectures with slides on Antonio Gramsci presented by Professor Bob Jessop. Click here for some discussion of other aspects of Neo-Marxism Click here for The Frankfurt School [From In Our Time : 2010] Click here and here for podcasts [11-18 minutes ] By Prof. David Harvey on The Contradictions of Capitalism NEW links added October 2017 [Via these links you can find longer, more detailed discussions and lectures by Professor David Harvey Click here for Stephanie Flanders' documentary on Marxism via You Tube. It's back...hopefully for good. Sorry ..It's been withdrawn again! It's back again as of August 2017! Click here for an introduction to Marxism and the Ruling Class Ideology Click here for an Assignment on Marxism and Capitalism Click here for Marxism and Contemporary Society Click here for a PowerPoint: Introducing Marxist Theories of the State Click here for a YouTube clip of Charlie Chaplin in Modern Times which illustrates the possibility of Alienation under capitalism. This link may break from time to time but it is operative at present. May 22nd 2018. New Link added October 2013 . Click here for Guardian article: Why Marxism is on the rise again New Link added September 2017. Click here for video lecture by Professor David Harvey on The Contradictions of Capitalism, Click here for the website of Erik Olin Wright and here for a recent article by Erik Olin Wright . Via these links you will find some of Erik Olin Wright's detailed contributions to the development of Neo-Marxist scholarship. Erik Olin Wright passed away in January 2019. [R.I.P.]. [Advanced Level Sociology students approaching the study of Marxism for the first time should begin with more introductory explanations of Marxist theories before consideration of Professor Wright's work which is, however, mentioned explicitly in the Stratification and Differentiation option within the AQA syllabus although for examination purposes students should concentrate on Professor Wright's models of the capitalist class structure which are mentioned in the main textbooks. You may also click here for a little information on these models.] You could click here for a Lecture by Erik Olin Wright on the combination of Marxist ,Weberian and Durkheimian theories of social class... it is quite complicated but brilliant!
Karl Marx [1818 - 1883 ] emphasised in his theories that if human beings are to survive it is obviously necessary for them to produce the goods and services necessary for their survival. This led him to develop long term historical theories of social change in which he focussed especially on the economic characteristics of successive historical epochs which described as Modes of Production, distinguishing between the Primitive Communist, the Ancient, the Feudal and the Capitalist Modes of Production. He then provided detailed analyses of the transitions between these modes of production and developed theories to explain how the future final transition from the Capitalist to the Socialist [and ultimately Communist ]Mode of Production would occur. In this document I concentrate on Marx' analysis of the Capitalist Mode of Production and on the predicted transition to the Socialist Mode of Production. Karl Marx[1818-1883] and Friedrich Engels claimed in The Communist Manifesto [1848] that "The history of all hitherto society is the history of class struggles" and they certainly believed this to be the case in capitalist societies. These capitalist societies had promoted massive economic growth and modernisation but they were also riven by economic contradictions which would lead ultimately to their demise. Marx recognised that C19th capitalist class structures were complex and in his historical studies referred variously to landowners , industrialists [the Bourgeoisie] , the working class [the Proletariat] , the peasantry, the Lumpenproletariat and to a wide range of intermediate strata but he also argued in his best known work that capitalist societies would eventually polarise into two major social classes : the property owning Bourgeoisie and the property-less Proletariat which would eventually absorb the above mentioned classes. {However in some of his later work he also recognised that the growth of the joint stock company and the increased technical complexity of production techniques and managerial methods would lead to the growth of the intermediate strata but he did not, unfortunately integrate this insight into his general theories of social change.] In Marxist Theory it is essential to distinguish between the following concepts: In Marxist Theory it is essential to distinguish between the following concepts: The Mode of Production which refers to the overall organisation of society. Marx distinguished between the following Modes of Production: : Primitive Communism, Ancient Society, Feudalism, Capitalism, Socialism and Communism. The Means of Production: the land, factories and other buildings, machinery and raw materials which are owned by the Bourgeoisie and used in the process of production of goods and services. [(In The Communist Manifesto Marx and Engels point out that the Bourgeoisie actually own the Means of Production and of Exchange which means that they also own the banks, large shops and other commercial undertakings.} The Forces of Production include all of the elements which are used in the production of goods and services: land, raw materials, machinery and labour. The quantity and quality of the forces of production in each mode of production are very dependent upon the levels of scientific and technological knowledge which vary significantly as between different modes of production. Click here for an item on the forces of production from Sociologymag. The Social Relations of Production: the relationships between dominant and subservient groups in society: e.g. in the capitalist Mode of Production the relationships between the Bourgeoisie and the Proletariat.
C19th Century capitalism was characterised by mass economic inequality and dreadful working and living conditions for members of the property-less proletariat or working class and the concentration of economic and political power in the hands of the property owning Bourgeoisie who were also a politically dominant ruling class whose domination was sustained by the operation of the institutions of the superstructure of societies [ religious organisations, the family , the schools and the mass media and ultimately the police and the military. Meanwhile the State, far from being a guardian of the national interest [whatever this means ] was in fact a "committee for managing the common affairs of the Bourgeoisie." Class conflict between the Bourgeoisie and the Proletariat was endemic and inevitable since it derived from the economic exploitation of the Proletariat by the Bourgeoisie and it would eventually intensify due to the contradictions of capitalism which would result in the immiserisation of the Proletariat leading to the growth of revolutionary working class consciousness and the revolutionary overthrow of the capitalist system. Capitalism would then be replaced gradually by a classless communist utopia in which the State would gradually wither away. Thus in the Marxist theory the capitalist system determined the class structure and the contradictions of capitalist would strengthen working class consciousness and result in revolutionary class action
Marx predicted that anti-capitalist revolutions were most likely to occur in the countries of advanced capitalism such as Germany, France and the UK but for a variety of reasons discussed later in this document and elsewhere on this site such revolutions did not occur. Click here for further information on Marxist theory and for the neo-Marxist theories of Antonio Gramsci Marx' ideas did provide much of the theoretical backing for the revolutionary movements which seized power in Russia, China, Cuba and elsewhere. These revolutions did not usher in the kind of socialist, egalitarian societies that Marx hoped for, but instead, power came to be monopolised by the leaders of Communist Parties of these countries. The workers were still exploited and although living standards did improve, this was not sufficient to prevent the collapse of Communism in the U.S.S.R. and Eastern Europe in the late 1980s while although the Chinese Communist party remains in power the Chinese economy works primarily on capitalist principles.. It is important to note, however, that these regimes were not strictly speaking, Communist regimes because the level of economic and political equality implied by Communism was certainly absent.
Marx argued that a process of class polarisation would mean that capitalist societies would come to be divided into two major social classes -- the Bourgeoisie and the Proletariat. The Bourgeoisie own almost all of the land, banks, factories and raw materials . [which in Marxist terminology are described as the means of production ] whereas the Proletariat own little or no property and work for wages . In his historical studies Marx noted that other social classes existed but t in Marx's best-known theory, it is suggested that a process of class polarisation will occur whereby the members of intermediate classes will eventually be incorporated into one or other of the two main social classes: i.e. the size of the intermediate or middle classes will decline. (However in his later work, he predicted that the size of the middle classes would increase and modern Marxists have analysed the nature of this growing middle class in considerable detail.) The Social Relations of Production between the two main classes inevitably involve exploitation and conflict. The Proletariat (the working class) are poorly paid, work long hours in dangerous conditions, are poorly housed, poorly educated and in bad health. They are also unrepresented politically. Trade unions are weak or non-existent; no political party represents the interests of working class people who in case have no voting rights. Meanwhile the Bourgeoisie (the upper class ) exploit the Proletariat. They earn high profits and enjoy a privileged life style at the expense of the Proletariat who earn low wages exactly because the Bourgeoisie earn high profits. That is: workers are exploited in the sense that they receive in wages less than the value of the output of goods and services which they produce and this exploitation of the workers contributes directly to the profits received by the Bourgeoisie. According to Marx individuals are naturally creative beings with the capacity for self-fulfilment in their work which would in ideal circumstances provide opportunities for individual creativity and work satisfaction as workers recognise that they are producing goods and services which meet real human needs. However although Marx recognised that the development of capitalism led to technological improvement with the potential for fuller human self-development the actual organisation of capitalism has inhibited the liberating potential of improved technology. Instead , according to Marx, under capitalism the members of the proletariat ,far from experiencing self-fulfilment in their work, actually experience various kinds of alienation or estrangement from the products that they produce, from the productive process, from their own "species being" [that is from their own creative nature] and from other workers.
In summary we can show the relationship between the Bourgeoisie and the Proletariat as follows:
Marx also believed that the economic organisation of capitalist societies would heavily influence other characteristics of these societies. In Marx's terms, the Economic Base [or infrastructure] of capitalist societies would heavily influence the Superstructure of these societies. The organisations of the Superstructure include the political and legal systems, the police and armed forces, "the" family ,the educational system, the mass media and the church. Within the Superstructure perhaps the most significant institutions are the institutions of the state: these include Heads of State [Presidents or Monarchs], central governments and their bureaucracies, legislatures, judiciaries and the organisations of regional, state and or local government, the armed forces and the police . Under the conditions of C19th capitalism Marx argued that the economic base influenced the superstructure of society in the following ways.
At a certain stage of development, the material productive forces of society come into conflict with the existing relations of production or – this merely expresses the same thing in legal terms – with the property relations within the framework of which they have operated hitherto. From forms of development of the productive forces these relations turn into their fetters. Then begins an era of social revolution. The changes in the economic foundation lead sooner or later to the transformation of the whole immense superstructure. [Karl Marx: A Contribution to the Critique of Political Economy 1859] Marx recognised that the operation of capitalist system had led to vast improvements in technology which resulted in huge increases in output which potentially could improve living standards for all. However he believed also that capitalism resulted in the exploitation of the proletariat and that the capitalist system was unstable and contained within itself the seeds of its own downfall. Thus increasingly the capitalist system would be unable to make the best use of the ever improving level of technology and a conflict between the social relations of production [ the ownership of the means of production] and the forces of production[ the level of technology] would lead to the disintegration of the capitalist system. Although capitalism would improve living standards for some, it would also lead to increasing unemployment, poverty and misery for many. This was Marx's theory of the immiseration or pauperisation of the Proletariat. Industrialisation would lead to urbanisation and this would make it easier to organise trade unions and political parties to represent the interests of the working class. There would be a polarisation of classes as members of the intermediate classes either fell into the proletariat or rose into the bourgeoisie although later in life Marx argued that it was possible that the size of the intermediate classes would increase. Gradually the Proletariat would eventually become aware of the reasons for its exploitation. It would develop a consciousness of its class position. That is, in Marx's own terms, it would change from a class in itself to a class for itself. It would protest, demonstrate and finally rise up in revolution and overthrow the Bourgeoisie. Capitalism would eventually be replaced by Communism which was to be a classless utopia. Marx tended to argue that the transition to socialism was most likely to occur in societies where the capitalist system was most fully developed as in Western Europe and he also argued that if and when these relatively advanced capitalist countries adopted universal suffrage socialism could possibly be introduced by parliamentary rather revolutionary means. There have subsequently been ongoing debates among Marxists around the possibility or otherwise of achieving Socialism via parliamentary methods Also in later life Marx recognised the possibility of a transition to socialism in Russia despite the fact that capitalism was relatively underdeveloped there. Marx's theories were adapted significantly by Lenin who argued that in Russia a small tightly organised political party would be able to accelerate the revolutionary process despite the relative under-development of Russian capitalism. Revolutions inspired to a considerable extent by Marxism occurred also in China , Vietnam and elsewhere in the "Third World" although in each case capitalism was relatively underdeveloped in these societies. Unfortunately the so-called Socialist or Communist regimes introduced in the former USSR , China and elsewhere were to a great extent founded upon repressive dictatorship and did not conform remotely to the kind of classless, liberating communism that Marx had in mind. Criticisms of the Marxist TheoryThe Marxist theory has been heavily criticised but has also been defended resolutely by contemporary Marxists. Here are some of the main criticisms. Marx’ Overall Theory of Revolution Marx suggested that socialist revolutions were more likely to occur in advanced capitalist societies but in the event such revolutions occurred in societies such as Russia and China where capitalism was not fully developed. However, Marx did also suggest later in life that socialist revolution might be possible in Russia well before capitalism was fully developed. The Limitations of Marx' theories of Social Class
a. A person's class position depended not only on ownership or non-ownership of wealth but also on their incomes, fringe benefits and opportunities for social mobility. These variables, combined together, described an individual's Market Situation. b. Capitalist societies could be divided into 4 main social classes: the propertied upper class, the property-less white collar workers, the petty Bourgeoisie and the manual working class. c. Divisions within these social classes were more important than Marx thought. Such divisions might mean that the working class would never unite and that, as a result, anti-capitalist revolutions simply would not occur. d. Divisions within classes might occur as a result of divisions of status within these classes. While class, as we have seen, is basically an economic concept, status refers to one's standing or prestige in society. It might be, sadly, that black people have less status than white people in the UK, or that Catholics have less status than Protestants in N. Ireland and these status differences may restrict the unity of the working class. 5.Marx' class theories have been criticised also from Functionalist and Postmodernism perspectives
Critics have argued that Marx overstated the extent to which the organisation of the economic base determined the organisation of the superstructure. They argued that Marx had incorrectly assumed that the capitalist economic system determined how families, education systems, the mass media ,churches and states would operate under capitalism. However Marx did seek to distance himself from extreme forms of economic determinism and neo-Marxists such as Gramsci have certainly argued that the organisations of the superstructure may well act with considerable relative autonomy visa vis the economic base and that it is perfectly possible that the organisation of the superstructure will influence the organisation of the economic base while also admitting the possibility that the economic base will influence the superstructure.
Marxists argue that although modern capitalist societies have elections based upon universal adult suffrage, socialist or social democratic political parties, trade unions and a plethora of other pressure groups the Bourgeoisie still exercises decisive power over the state: according to Marxists the Bourgeoisie remains an economically dominant class and a politically dominant ruling class. However other theorists have argued that power in modern capitalist societies can be better explained in terms of models of classical pluralism or elite pluralism. Nevertheless Marxists reject these theories and continue to support the view that the Bourgeoisie is still a ruling class.
According to his critics the Marxist analysis is fundamentally flawed and has become increasingly inaccurate during the C20th as capitalism changed in ways not predicted by Marx. According to their supporters the political ideologies of Liberalism, Conservatism and Social Democracy offered much more accurate depictions of the capitalism system. in the advanced capitalist economies of Western Europe. Consequently the revolutions predicted by Marx to occur in the advanced capitalist societies of Western Europe simply did not occur. a. They did not occur because the living standards of most working class people improved very much in the 20th Century. b. Also, Welfare States developed in capitalist societies which have, for example resulted in better health care and education for working class people and more or less eliminated absolute poverty. c. Capitalist societies have been democratised. Working class people now have voting rights; they can vote for Socialist or Social Democratic political parties; their interests are protected by trade unions and many other pressure groups so that they are no longer economically exploited and politically powerless as in the C19th. d. Consequently the working classes of advanced capitalist societies have not evolved from classes in themselves into classes for themselves and have not developed revolutionary class consciousness. In the UK they have been much more likely to support non-revolutionary parties of the Left, Right or Centre than to support Marxist parties membership of which is very small. e. Weber predicted that where so-called Socialist revolutions do occur, power might pass not to the working class but to the bureaucrats in control of the newly powerful Socialist or Communist political parties. The working class would be relatively powerless both before and after the revolution. Experience in the USSR and elsewhere suggests that Weber may have been substantially correct on this point. The U.S.S.R. became a near dictatorship under Stalin and was still a very repressive regime under subsequent leaders and this led ultimately to the collapse of "Communism" in the U.S.S.R. and Eastern Europe.
It should be noted that Marx claimed to be providing a scientific socialist analysis of capitalism and of the transition from capitalism to socialism . It was on this basis that he criticised the ideas of theorists such as Charles Fourier, Henri De Saint Simon and Robert Owen as "Utopian Socialists" claiming that they had failed to analyse capitalism in detail and that their socialist proposals took no account of the historical laws of capitalist development which, according to Marx would ultimately lead to socialist revolution. In the event history seems so far to have disproved Marx's so-called scientific theories but supporters of Marxism can always say that the theories will prove to be true eventually. What this means is that Marx's theories are actually untestable and many philosophers of science would say therefore that they cannot be described as scientific because the most important characteristic of a scientific theory is that it should be testable. Clearly then, there are several very important criticisms of Marxist theory and critics have argued that even if it was relevant to the analysis of 19th Century capitalism, by the middle to late 20th Century, it has become irrelevant to the analysis of 20th Century capitalism which was changing in directions not predicted by Marx.
Click here for a recent Guardian article on the resurgence of Marxism. Click here for Michael Portillo's BBC Radio 4 two part series entitled Capitalism on Trial. Mr Portillo interviews both supporters and critics of capitalism but he himself is a strong supporter of the capitalist system. Rat Race, Invisible Hand or something in between? The debate continues. Some [ Post GCE Advanced Level Sociology?] Extension Work: The New Age of Catastrophe: Professor Alex Callinicos 2023 Click here for The New Age of Catastrophe: A Review When we study Marxism at an introductory level, we encounter Marx as a 19th Century theorist who analyses the inequities of 19th Century capitalism and claims that because of the inherent contradictions of capitalism, the revolutionary overthrow of capitalism is highly likely although fundamental reform of capitalism via the parliamentary process might also be a possibility in some cases. Classical Marxism is often criticised as excessively determinist but less determinist interpretations of classic Marxism are also available and the neo-Marxist theories of Antono Gramsci give greater emphasis to the role of human agency and suggest that the transition from capitalism to socialism in the West may be a long drawn out process. Theories of Post Capitalism which were developed in the 1950s and 1960s suggested that for several reasons capitalism had developed in more progressive ways not predicted by Marx which rendered his theories irrelevant in the mid to late 20th Century and made the revolutionary overthrow of capitalism seem increasingly unlikely However, these post-capitalist theories were themselves criticised by neo-Marxist theorists such as Ralph Miliband and Nicos Poulantzas who argue that the underlying structures of capitalist societies are such that they remain highly exploitative, unequal unjust systems and that the need for socialist transition therefore remains undiminished. This takes us to a recent contribution to neo-Marxist theory from world-famous Marxist theorist Professor Alex Callinicos in his new book The New Age of Catastrophe [2023]. Here I shall state only his key conclusions without summarising his underlying arguments. Thus, the Professor states that contemporary capitalism is beset by inter-related dimensions of crisis: climate change; the increasing likelihood of pandemics; economic stagnation; political instability most notably in the Middle East, Ukraine and in the relationships between China and the USA; and the rise of the Right. According to the Professor these crises can be resolved only by the ending of capitalism as a system. Of course, non-Marxists still believe that these crises can be resolved via reformist solutions. Be that as it may, it seems that these are key problems which we shall all face in the coming years, and you can certainly learn more about Marxist perspectives on these issues by reading Professor Callinicos’ book. Finally, very similar themes are addressed by Grace Blakeley in her recent book entitled Vulture Capitalism. You may click here to see Grace Blakeley discussing here book at a recent LSE Event.
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