Friday, January 10, 2014

The Science of Demand (23) - Unofficial Translation of Steven Cheung's 经济解释 - 科学说需求


Economists today generally treat utility numbers ordinally measureable. Though unable to be added together, ordinal numbers can be ranked. Ranking is a kind of measure. Non-additive ranking means that the intervals between numbers are not comparable. 101 is bigger than 99, while 99 is bigger than 89. The interval between the former is 2 while the interval between the latter is 10. But since they are not cardinal measures, we cannot say the interval between the latter is five times that of the former.

Let’s cite a few examples. In Miss Hong Kong Beauty Pageant, the winner has 88 points, the first runner-up 82, and the second runner-up 79. The positions are ranked, yet it cannot be said that the difference between the winner and the first runner-up is twice the difference between the first runner-up and the second runner-up. Another example is about school examination where the teacher arbitrarily uses marks to rank. When I was studying at the University of California, Los Angeles (UCLA), a student asked the teacher how examination marks were calculated. The reply was: “Examination marks are only arbitrarily ranked. Otherwise, the teacher will be too foolish to teach at the UCLA.” Examination marks of essay questions are ordinal measures.

Using ordinal measure to rank utility has no logical problem. When a certain person prefers A to B, the reason is A’s utility number bigger than B’s. And if the associated constraints are properly handled, this person’s behavior will be explained. However, in using ordinal measure to gauge utility, we will never comprehend what the difference between A and B represents, nor what usage this person’s total utility number has. More than twenty years ago, I received a call from the father of a Hong Kong high school student. He said that there was a question in his son’s examination asking for the usage of total utility. His son did not know how to answer and thus failed in the examination. This father asked me for the answer, and I asked back, “Does your son really not know?” “He doesn’t.” “Then your son knows much more than the teacher!”

In 1892, Irving Fisher (1867 – 1947), who subsequently became the greatest economist of the twentieth century, published his doctoral thesis. Part of the thesis was on the utility theory. This thesis shows how talented Fisher was. One of the key points in that was from the perspective of explaining behavior, cardinal measure of utility is not necessary. Since cardinal measure is no different from ordinal measure at the margin, thus in explaining behavior, viewing purely at the “margin” is sufficient. “Marginal” utility refers to the change in utility number by having a little more or a little less of a good. Viewing at the margin, nothing needs to be added together, nor is comparison of the intervals between utility numbers required.

William Stanley Jevons (1835 – 1882) incubated the argument that to explain behavior, one only has to start working from changes at the margin. This idea, valued by Fisher, was succeeded by others. In 1946, Stigler pointed out that if a production process simultaneously produced two products, the average cost of each product would not be known, yet we would know the change in marginal cost. In explaining production behavior, there is no need to know the average cost.

When I subsequently worked on transaction costs, I started purely from marginal changes. It is no easy matter to measure transaction costs in the real world. A commendable approach in explaining behavior is to determine whether transaction costs will increase or decrease under different circumstances. Change is “marginal”, and if there are no changes, behavior cannot be explained. In applying this marginal changes approach to handle transaction cost, whether the cost measure is cardinal or ordinal makes no difference. We cannot assume cardinal measure is any more accurate, since the accuracy of a measure depends on the observer’s recognition instead of the number’s thoroughness.

Let me reiterate. Utility is only a random assignment of numbers to arbitrarily rank options for explaining choice behavior. This is what my teacher Alchian said. Stigler said: “In our postulate, regardless of whether a person strives to maximize wealth, religiosity, eliminate people who sing love songs, or his own waistline, from the strict perspective of the demand theory, there are no differences.” Robert Henry Strotz said: “Clearly we do not have to determine if utility measure is supported by money, loose time, octave or inch. And we do not need to conceive utility measure as a psychological unit.” These are wisdoms of the 1950s.


No comments:

Post a Comment