Friday, August 23, 2013

The Science of Demand (3) - Unofficial Translation of Steven Cheung's 经济解释 - 科学说需求


We know that the same piece of good will weigh less if it is up on a high mountain. The law of gravity explains this phenomenon. Yet before Newton, what did people think? We know that temperature drops on a high mountain, therefore we say, low temperatures, for some reason, reduce the weight of goods. This is a theory. To verify the theory, we put the same piece of good down to sea level in a refrigerated room, measure its weight and find that it does not weigh any less. This theory between temperature and weight is thus refuted.

Subsequently I will explain that for every theory with explanatory power, it must be refutable by facts but has not been so refuted. Using the reduction of temperature to explain the reduction of weight has been refuted by facts, so should we take this as wrong? This is an important philosophical question.

If regardless of other circumstances, any theory refuted by facts is taken as wrong, then all theories are wrong. This is not acceptable. Theories refuted by facts can be remedied. Using the weight of a good on a mountain as an example, the rationale of falling temperature has been overthrown, we can say instead that not only is temperature lower on a mountain, but wind is also stronger. Therefore, we carry out another experiment, putting the same piece of good in a freezing compartment with the addition of a blowing fan to measure its weight. Such measurement would reveal again that the temperature hypothesis is wrong.

Without giving up, we also note that the hillside slopes. Therefore, on top of a freezing compartment and a blowing fan, we add a tilted board and put on it the piece of good to measure the good’s weight. Again, the temperature hypothesis is not credible. Not discouraged, we point out that a high mountain is way above sea level. Therefore, we spend a great deal of money building a sky-high freezing compartment. Eventually, we duplicate the conditions of a high mountain: with temperature freezing cold; with wind from a blowing fan; with slope by a tilted board; with height sky-high, a piece of good really weighs less. The temperature hypothesis is therefore confirmed. This theory is not incorrect, yet it is an ad hoc theory. An ad hoc theory, also a theory but since it is too ad hoc, has no generalized explanatory power. It is not due to a lack of content of the theory. On the contrary, it has too much content, therefore when the content is slightly altered, the theory is overthrown.

Any scientific theory, even if refuted by facts, can be remedied by incorporating more conditions. But option has to be forgone in remedying a theory. Too much option forgone is not warranted. Option forgone will be too much if an ad hoc theory explains only a single phenomenon but cannot be extended to theorizing other phenomena; has no generalization function; and minimal explanatory power. Theories refuted by facts can be remedied, and often should be remedied, yet option forgone should not be too much. The guideline in measuring whether option forgone is too much is based on the magnitude of explanatory power. We should not abandon a theory when its explanatory power is not extensive – a non-extensive theory today may be replaced by another with more extensive explanatory power tomorrow, but before that happens, a non-extensive theory could have already been the most useful.

There is unalterable truth in the world, yet any theory is replaceable by a better theory. Scientific advancement is not due to a correct theory replacing an incorrect one, but due to a theory with more extensive explanatory power replacing a less extensive one. Advances in human thought can render what is considered superb today replaced by another with more applications tomorrow. We are yet to put a full stop to the capability of human thought. Science progresses by leaps and bounds since World War II, giving us reasons to believe that human thought may have no boundary.

If an ad hoc theory is so specific as to explain only a single phenomenon – like the aforementioned example that explains only the weight of an object on a high mountain – it stands at one extreme of scientific theory which has minimal application which cannot at all be generalized. Theories at the other extreme, however, can be outrageously generalized so that they can never be falsified under any circumstances. They cannot be wrong because they are devoid of content. This is what philosophy terms tautology. An ad hoc theory has too much content while a tautology has none. A commendable theory must lie somewhere between an ad hoc theory and a tautology.

The so-called tautology refers to certain statement that cannot be falsified under any circumstances. In a stricter sense, a tautological statement cannot be conceived to be wrong! For instance, if I say: “A four-leg animal has four legs.” How can this be possibly wrong? The second part of the sentence reiterates the meaning of the first. Even if we spend loads of effort, under no circumstances can this be conceived to be wrong. It cannot be wrong on earth, on Mars, or anywhere within the universe. This sentence possesses powerful generalization, but what is its content? None has it in fact! No matter how hard we deliberate, we know this is correct, yet we do not know its content. A tautology is empty with zero explanatory power.

In general, a tautological statement is not as trivial as “a four-leg animal has four legs” that can be identified at a glance. “Theories” which carry no substance and cannot be falsified are aplenty, yet very often are not detected even by scholarly doctors. Let me cite a few examples.

An indispensable postulate in economics is: every behavior of every individual is for maximizing self-interest. However, a person hurts himself if he smokes or jumps off a building. If we say smoking or plunging from a building is because of “maximization of self-interest”, this is a tautological statement. With all behavior counted, using this postulate of “maximization of self-interest” to “explain” smoking or plunging from a building cannot be falsified, since the postulate itself generally incorporates all behavior of an individual. If the behavior of every individual could be explained by definition and in such an empty manner, then the entire economics would barely have any content.

Let’s quote another example. An economist attempted to empirically test whether a private enterprise’s production cost was the lowest possible of that enterprise. By economic definition, in order to maximize profits, all private enterprises will do their utmost to lower their production costs. Therefore, the hypothesis of this economist was a tautological statement. It could never be falsified, but it carried no content as the definition itself does not allow any behavior of intentionally not lowering costs when presented with such an opportunity. Friedman gave some remarkable comment on this economist’s empirical work: “Stupid question will of course yield stupid answer!” What is a stupid question? A question that cannot possibly have a second answer – or a question that cannot possibly have a wrong answer – is stupid.

A tautology is not necessarily superficial. Very often it cannot be discovered at a glance, and at times not even by learned scholar. More than forty years ago, a Harvard University graduate was awarded a Ph.D. in economics, with his dissertation winning an excellence award. That dissertation was later published in a book and vigorously trumpeted. Even more well-known was the book review by Armen Alchian. Alchian brilliantly pointed out that the whole dissertation was a tautology, devoid of content and could not be falsified. That book review deeply embarrassed Harvard. Just imagine that even top-notch economics professors in the renowned Harvard University could not discover the tautology of a Ph.D. student, how can we underestimate the “profundity” of this kind of logic?

I said a tautological statement cannot be falsified, carries no content, but did not say such a statement could not possibly be an important concept. In fact, many important scientific theories originated from the viewpoints or concepts of tautologies. There is a commendable feature of tautology: it can be vastly generalized. If we can restrain or limit its scope, sometimes a falsifiable theory with content can be devised. Its explanatory power could be so strong as to win lots of plaudits.

We can quote a few examples in economics. It is a tautology devoid of content if the aforementioned “maximization of self-interest” and smoking are mixed up, like by definition, with seemingly perfect justification. But if we can insert a few constraints to enable us to infer under what circumstances a person would smoke more, smoke less, or quit smoking, then such a theory has content to be empirically tested.

A more distinct example, turning a tautology into a theory with broad applications, is the quantity theory of money in monetary theory. The starting point of this theory is obviously a tautology: money supply (M) times the circulating velocity of money (V) equals the price of goods (P) times the transacted quantity of goods (Q). Such an MV = PQ equation cannot be falsified, as the former (MV) and the latter (PQ) are merely different perspectives of the same amount. Since this equation cannot be falsified, it becomes a definition and can thus be written as MV = PQ. Clearly this definition does not explain anything, but since it provides a new perspective to look at the world, it is inspiring. When appropriately restrained, it becomes the important quantity theory of money with massive explanatory power. Extensively learned scholars like Irving Fisher and Friedman successfully indicated under what circumstances the circulating velocity of money (V) would be roughly constant, then went on to specify the relationship between money supply (M) and the price of goods (P). The quantity theory can be amazingly applied to ever-changing situations. Ultimately, its origin was a tautological concept.

Some people say that the Coase theorem, vastly popular in economics for over forty years, is a tautology. I consider the Coase theorem immensely useful since those knowledgeable can skillfully insert constraints to generate many hypotheses capable of explaining different phenomena. In the hands of people with varying abilities, the same tautology could yield distinctly different clout. Those who criticize the Coase theorem as a tautology and turn a blind eye to it have no idea of its immensity. As to what the Coase theorem is, we will analyze in detail in Volume III.

We can draw some conclusion between the two extremes of ad hoc theory and tautology. An ad hoc theory has too much content, can specifically explain a single phenomenon but its explanatory power cannot be generalized. Yet having an ad hoc theory is nonetheless better than having no theory at all. As well said by Reuben Kessel: “No argument can be won with no theoretical underpinning.” The capacity to explain a single phenomenon is better than the incapacity to explain any phenomenon, though any commendable scientific theory must be capable of generalization; otherwise theories could be as plentiful as phenomena, and the world would then be a big mess. 

The other extreme is: since a tautology is too general and cannot be falsified, its content tends to be empty and irrelevant. The explanatory power of a tautology is even weaker than that of an ad hoc theory, yet a tautology can be an inspiringly important concept in providing us a new perspective to view the world. Those who believe a tautology is devoid of content and turn a blind eye to it could have given up a treasure. Instead of abandoning a new perspective to view the world, we should try to incorporate constraints to add content to a tautology, hoping to turn “definition” into a theory capable of explaining phenomena.

Greatly commendable theories capable of explaining phenomena always lie somewhere between the two extremes of ad hoc theory and tautology. Scientific advancement often commences from one extreme or the other and evolves progressively toward the center.


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