SOCIOLOGY 243



SOCIAL JUSTICE:
THE ANCIENT AND MODERN TRADITIONS


 

PROFESSORS G. E. MCCARTHY & R. W. RHODES

KENYON COLLEGE
TRELEAVEN HOUSE

FALL 2013


DESCRIPTION OF COURSE

This mid-level course will examine the development of various theories of ethics and social justice from the ancient Hebrew tradition of Torah and the prophets, the political theory of Aristotle, and the New Testament writers Luke and Matthew to modern discussions about social, political, and economic justice. We will explore how modern social theorists have employed the Natural Law principles of the Ancient Hebrews (covenant, community, human dignity, Sabbatical Year, Jubilee, economic redistribution, and critique of idolatry), Classical Hellenes (virtue, moral economy, reciprocity, grace, need, friendship, political wisdom, and participatory democracy), and Late Hellenists (need, community, care of the poor, and distributive justice) as the basis for their ideas on social ethics and economic democracy. Questions of alienation, individual freedom, economic development, possessive individualism, natural rights, and social justice will be major themes in this study of Liberalism, Christianity, and Marxism. Special emphasis will be on contemporary debates about the ethics of democratic capitalism and democratic socialism, including conservative theology and philosophy and radical liberation theology. Readings will be from the Torah, New Testament, Aristotle, Pope John Paul II, M. Friedman, H. Sherman, K. Marx, E. Fromm, P. Farmer, E. F. Schumacher, and R. Pirsig. Prerequisite: introductory sociology or permission of the instructor.


REQUIRED READINGS

Aristotle, The Politics
American Catholic Bishops, Economic Justice for All
New Oxford Annotated Bible: Torah, Isaiah, Amos, Luke, and Matthew
M. Friedman, Capitalism and Freedom
John Paul II, On Human Work (Laborem Exercens)
R. Reich, Saving Capitalism
E. Fromm, Marx's Concept of Man (contains Marx's Early
Economic and Philosophical Writings of 1844
)
P. Farmer, Pathologies of Power
E. F. Schumacher, Small is Beautiful
R. Pirsig, Zen and the Art of Motorcycle Maintenance


Recommended Readings

A. McGovern, Marxism: An American Christian Perspective
G. McCarthy and R. Rhodes, Eclipse of Justice: Ethics, Economics,
and the Lost Traditions of American Catholicism


COURSE REQUIREMENTS

There will be a mid-term and final examination. Questions will be given out 2-3 weeks prior to the test from which two or three questions will be chosen the day of the exam. Classroom attendance is naturally required, as is participation in the weekly discussion groups organized and led by students themselves. The goal of the course is to encourage students to become actively involved in their own education and enlightenment by discussing the required readings every Friday afternoon. The final grade for the course will be based on 1/3 mid-term, 1/3 final examination, and 1/3 class participation.

Professor McCarthy's office hours are MWF from 8:00 to 9:30 AM in Treleaven House, Room 202, 105 Brooklyn St. Appointments to see him at other times may be made during the day, or immediately before or after class. His email address is "McCarthy@Kenyon.edu." Professor Rhodes' office hours are MWF from 10:00 to 11:30 AM in Ascension House, Room 25, and by appointment. His email address is "Rhodesr@Kenyon.edu."


OVERVIEW OF SCHEDULE AND REQUIRED READINGS


WEEK                         LECTURE TOPICS

1. American Catholic
Bishops Conference
Economic Justice for All
Critique of Liberalism and Foundations of American Catholicism in Ancient Hebrew and Greek Social Ethics
Discuss passages from class handouts from earlier American Catholic Bishops Letters: the National Catholic War Council,
Program of Social Reconstruction, February 12, 1919; Present Crisis, April 25, 1933; and The Economy:
Human Dimensions
, November 20, 1975; and Matthew, 25: 31-46.
Summary of Introduction and Course: This course examines the history of the ethical and political ideals of the traditions of Natural Law and Social Justice from the Ancient Hebrews (Torah and the Hebrew Prophets), Ancient Hellenes (Aristotle's Nicomachean Ethics and the Politics), Hellenists and Early Christians (New Testament of Luke and Matthew), and the Catholic traditions of Liberation Theology, the American Catholic Bishops statement Justice for All (1986), and the Papal Encyclicals of Leo XIII, Pius XI, John XXIII, John Paul II, and Paul VI, and Benedict XVI, and Marxian social ethics (1844) and the United Nations Universal Declaration of Human Rights (1948). One major strength of the Natural Law tradition is that it integrates both the social ideals of justice and a structural analysis of political economy. We will take these traditions and apply them to an empirical and historical study of the United States (Robert Reich) and Latin America (Paul Farmer). Finally, we will undertake a critical analysis of the views of social justice from outside of the Western tradition by examining the writings of E. F. Schumacher and Robert Pirsig on Buddhist social ethics.
2. Torah The New Oxford Annotated Bible
Covenant, Community, and Justice in the Old Testament
Social Justice in Torah and Hebrew Prophets: selections from Torah and the Hebrew Prophets that reflect issues of social justice: anti-usury, charity (mishpat), mercy, compassion, and loving-kindness (hesed), righteousness, fairness, and justice (tzedakah), Sabbath (loans, credit, fallow land, rejection of usury, right of the poor to eat, and release of slaves and debt in Exodus 21-23 and Deuteronomy 15), jubilee (fair price, principle of release of property, right of redemption of property and homes, return of property to original owner, and release from servitude in Leviticus 25), theory of human need, economic redistribution, preferential option of the poor, primacy of the covenant though community, equality, and human dignity, critique of idolatry, private property, and class inequality, moral community as the source of life and well-being, and the restoration of unity (tikkun olam) through the covenant, mercy, and justice.
Leviticus 25-26
Deuteronomy 15 and 24:14-15
Isaiah 26-35, 44, and 58-61
Amos
Discuss passages from the following: Genesis 1: 26-27 and 23: 10-11; Exodus: 22: 19-27 and 23: 10-11; Proverbs 22: 22-23 and 29: 7; Jeremiah 7: 4-7 and 22: 15-16, and Ezekiel 16: 48-49. Also to be briefly examined will be selections from the Patristic, Medieval, and Reformation eras on social justice: Didache, 2nd Century, The Epistle to Diognetus, 2nd C., Cyprian, 3rd C., Basil of Caesarea, 4th C., Ambrose of Milan, 4th C., John Chrysostom, 4-5th C., Ambrose of Milan, 4th C., Thomas Aquinas, 13th C., Luther, 16th C., Martin Bucer, 16th C., the Church of Geneva, 16th C., and Winthrop's Journal, 17th C.

OLD TESTAMENT AND NEW TESTAMENT ON SOCIAL JUSTICE
A MATERIALIST INTERPRETATION


SOCIAL JUSTICE IN THE NEW TESTAMENT

Comparing Luke and Matthew: What do they say that is similar or dissimilar? Infancy of Jesus: Luke 2:1-20 and Matt. 2:1-2
Sermon: Luke 6:17-26 and Matt. 5:1-10
Story of the Swine & Demons: Luke 8:26 and Matt. 8:28 (see Mark 5:1-20)
Calling of the Apostles: Luke 6:12-16 and Matt. 10:1-4
Our Father: Luke 11:2-4; Matthew 6: 7-15
Violence: Luke 12:49-53; Luke 22:35-38, 47-51; Matt. 10:34, 27:27-31
Riches: Luke 16:19-31; Luke 18:18-27; Luke 20:19-26; Matt. 22:15; Matt. 19:16 [See also: Acts 4:31-37]
Last Judgment: Matthew 25:31-46
Entry into Jerusalem: Luke 19:28-38; Luke 22:35-38; Matt. 21:1-16; Matt. 10:34-39 [Also compare: John 12:12-19 and the Hebrew Bible's Book of Zechariah 9:9-10]

Look for any references to these materialist issues:
(1) distribution of wealth and power
(2) politics & religion
(3) foreign oppression
(4) military occupation
(5) the political economy of ancient Israel
(6) gender issues
(7) religious structures and authority
(8) return to Torah, Jubilee, and Sabbath Year
(9) political resistance to Roman Empire
(10) redistribution of social wealth and maintenance of a moral community
Many current scholars of the New Testament, not just Liberation Theologians, have approached the question of Jesus from a sociological and cultural anthropological route. They see Jesus as the focus of political resistance against exploitative agrarian conditions under the Romans, and as an advocate of tax and debt forgiveness under God's eminent domain. This reading of the New Testament understands Jesus as a more prophetic and revolutionary figure than the standard, mainstream view.

Re-think and re-translate these Biblical stories, parables, prayers, prophecies, etc. into a twenty-first century critical theory of social justice. Re-make the Bible into a treatise on social justice that is relevant and applicable to citizens of Latin America and the United States.

******************************************************************

SOCIAL JUSTICE IN THE OLD TESTAMENT/TORAH
References to Ethics and Social Justice in the Ancient Jewish Tradition

Genesis 1: 26-27 -- human dignity, sovereignty, and stewardship over nature
Exodus 22: 19-27 -- defense of the stranger, orphans, widows
Exodus 23: 10-11 -- Sabbath Year (7th year): every 7th year the land lies fallow and uncultivated in order to regain its natural fertility and in order to let the poor and animals eat from what remains
Leviticus 25: 8-13 -- Jubilee Year (50th year: Year of Release): deals with land, property, and property rights; return of sold property, return to family, and letting the land lie fallow; release of slaves and prisoners
Leviticus 25: 25, 28 and 27 (Priestly Code) -- Jubilee Year and the redemption of property to original owner, release of the slaves and prisoners
Jubilee Year: https://en.wikipedia.org/wiki/Jubilee
Sabbatical Year: https://en.wikipedia.org/wiki/Shmita
Deuteronomy 15: 1-4 -- Sabbath Year and the release of debts
Deuteronomy 24: 14-15 -- against oppression of workers and call for fair wages
Proverbs 22: 22-23 -- do not rob or abuse the poor
Proverbs 29: 7 -- rights of the poor
Amos 2: 6-8 -- punishment for those who mistreat the righteous, needy, poor, and the indebted
Amos 5: 21-24 -- justice and the critique of the idolatry of religion
Jeremiah 7: 4-7 -- injustice as the oppression of the alien, fatherless, and widow, and idolatry
Jeremiah 22: 15-16 -- knowledge of God through the poor and needy
Ezekiel 16: 48-48 -- guilt of Sodom was pride and wealth, and not helping the poor and needy

3. Aristotle The Politics, Books I, III, IV, and VI ii
(Recommended: Aristotle, Nicomachean Ethics, Book 5 and
George E. McCarthy, "Aristotle on Social Justice and Classical Democracy," in Dreams in Exile:
Rediscovering Science and Ethics in Nineteenth-Century Social Theory)

Virtuous Friendship, Moral Economy, and Reciprocal Grace in a Democratic Polis
Social Justice in Ancient Greece: Aristotle is the first social and political theorist to recognize the antagonisms between a moral economy and a market economy, between Athenian democracy and commercial capitalism. During this week we will outline the social ethics and social justice of the Ancient Hellenes: economic self sufficiency, distributive, rectificatory, and reciprocal justice, moral economy (oikonomike) vs. market economy (chrematistike), household economy built on family love, common good, general welfare, and social responsibility, moral and intellectual virtue, virtue and politics, equality, community, and friendship, and reciprocity of exchange, mutual sharing (metadosis) between family, neighbors, friends, and fellow-citizens, grace (charis), compassion, empathy, love (philia), and human need (chreia). Justice represents the Social and Structural dimensions of ethical thought; it brings the moral values of a virtuous character to life in social institutions; and it nurtures and sustains the moral individual through political activity. Moral action is always the activity of a citizen. Aristotle referred to justice in terms of the economic (distribution, reciprocity, and fairness in a moral economy) and political (participation, reason, and wisdom within a democratic polity) aspects of social life. Hegel, too, referred to justice as social ethics and saw the dangers of unrestrained moral action without institutional guidance, support, and restraints in Kant's categorical imperative and the French Revolution. (Note: For an analysis of the "rediscovery of Aristotle" and the importance of Arabic translations of Aristotle's writings (42 books) in the middle of the 12th into the 13th century and their influence on Albertus Magnus and Thomas Aquinas, see Fernand van Steenberghen, Aristotle in the West. Immanuel Kant lost this ideal of practical reason as he separated ethics and politics which were to be reintegrated again by Hegel and Marx. Later American philosophy would continue the tradition of the separation of ethics and politics along with the separation of history and social theory, economics and politics, philosophy and sociology, psychology and society, and the humanities and social sciences. This separation of the particular disciplines in American thought has lead to what Horkheimer has referred to as "the eclipse of reason," "the contempt for theory," and "the liquidation of reason" all of which is an anticipation of the rise of Fascism in American society.
The Good Life and Ideal Polity: The Nicomachean Ethics and The Politics are viewed by a number of scholars as different parts of a common manuscript examining questions of moral philosophy -- happiness, virtue, wisdom, and courage --tied to an analysis of the historical institutions of the polity and economy that would make them objective and concrete while giving them nurture and life. These two works were part of his theory of practical theory and knowledge. Without the polity, forms of political constitutions, and a moral economy and community, questions of morality and virtue appear meaningless to Aristotle. The goal of the good life is happiness (eudaimonia) which is expressed as a life of virtuous living (arete), practical wisdom (phronesis), and rational deliberation (bouleusis) over laws and public policy within the ideal state of a democratic polity -- it is a life of Virtue, Reason, and Politics -- in the form of communal solidarity, democratic sovereignty, political self-determination, and realization of human potentiality within the political community or polis.
Social Justice: Integrating Ethics and Politics, Morality and Political Economy: Economic Justice:

I. Forms of Virtue: Moral and Intellectual Virtues:
I. Moral Virtues:
Courage, nobility, honor, moderation, goodness, friendship, and justice

II. Intellectual Virtues:
Episteme (universal knowledge of the philosopher), phronesis (practical knowledge of the citizen), and techne (formal or technical knowledge of the artisan and technician)

I. Forms of Justice:
1. Distributive justice
2. Corrective justice
3. Reciprocal justice

II. Grace and Reciprocity:
1. Need
2. Kindness
3. Mutual Sharing
4. Love
5. Friendship

III. Moral Economy vs. Market Economy:
self-sufficiency --- trade
good life --- commerce
virtue --- profit
wisdom --- property
happiness ---
friendship ---
citizenship --- market capital
C-C vs. M-C-M'
C-M-C vs. M-M'

Political Justice:
I. Best and Worst Forms of Government
1. Monarchy vs. Tyranny
2. Aristocracy vs. Oligarchy
3. Democratic Polity vs. Democracy

II. Best Constitution: Book 3
1. Wisdom (203-204)
2. Stability
3. deliberative judgments (205)
4. citizenship (205)
5. contribution to the state (211)
6. common good and justice

III. Principles of Democracy: Book 6
1. equality
2. freedom
3. participation
4. justice

Aristoetle and German Social Theory: There was a renaissance in Aristotle and Aristotelian scholarship in nineteenth-century Germany to such an extent -- his ideas and theories on Ethics, Politics, Economics, Knowledge, and the Ideal Society permeated the depths and breadth of German social theory -- that he could legitimately be referred to as Arist�tle, with an umlaut.
4. Milton Friedman Capitalism and Freedom (introduction and chapters 1, 2, 7, 10-13), pp. 1-36, 108-118, 161-202
(Recommended: Video presentations/lectures by Milton Friedman on Youtube)

Economic Liberty, Consumer Freedom, and Moral Taste within a Market Economy
Capitalism and Justice: Outline the conservative criticism of "Economic Justice for All" (1986) in the Lay Commission Report "Toward the Future: Catholic Social Thought and the U.S. Economy" (1984). In describing the nature of justice the Report eliminates the Ancient (Aristotle) and Scholastic (Aquinas) notions of rectificatory, reciprocal or commutative, and political justice (virtue, citizenship, and democracy) articulated by the Catholic Bishops as it turns social justice into the market categories of individual liberties, market freedoms, voluntary associations, and public spiritedness. In turn, the conservative tradition redefines the ethical and political categories of Catholicism (4-6, 8, 12, and 26) -- Personality, Solidarity, and Subsidiarity -- into Natural Rights categories of individualism, market, competition, rights, and property while negating, substituting, and repressing the Natural Law tradition. After this distortion has been accomplished, the Commission then accepts the Bishops' Statement on justice.
Friedman on Capitalism and Justice: Reduction of Ethics and Politics to Consumption: Compare Chapters 1-2 on Friedman's political theory and moral values with his analysis of their public policy implications on issues of discrimination, distribution of income, social welfare, and poverty (Chapters 7 and 10-13). That is, examine his notions of the neutral state (12), market rationality (13), political freedom (15), and depoliticization (24) and their implications in the public sphere: racial discrimination as a matter of personal taste (110-113); anti-discrimination laws and fair employment practice laws in America (1945-1964) were likened to the antisemitic Nuremberg laws (1935) of Hitler's Nazi Germany because they were state imposed laws and because they interfered with individual choice and voluntary contracts (111-113); inequality due to personal endowments and achievements (162 and 168), economic redistribution of wealth on deserted island and Robinson Crusoe (165), and freedom as personal consumption and choice (170). The imposition on civil society of an ethical or religious value system such as laws against racial, sexual, gender, political, or economic discrimination is another form of fascism because it undermines individual freedom and fee choice in a market economy. Social justice, moral economy, and natural law are all technical forms of authoritarianism because they are antithetical to the natural rights of liberty and freedom, individualism, materialism, utilitarianism, and a market economy. Friedman does not see that the market unguided by ethics and justice is a form of corporate fascism. Social justice is not an externality, but the core principle of human dignity, creativity, self-determination, and a moral community. His position implies a profound critique and rejection of the values of the Old and New Testament, Medieval Scholasticism, and modern natural law theory. For a summary of Friedman's argument quote page 169, and for a critique of Friedman's position, see Franz Hinkelammert, The Ideological Weapons of Death: A Theological Critique of Capitalism, pp. 91-92 and 110 where he characterizes Friedman's philosophy as a new form of liberalism and totalitarianism. Insightfully, he maintains that, without the means to life (Natural Law), the right to life (Natural Rights) is meaningless and empty. Compare the underlying ethical values and moral principles of the American Catholic Bishops, Lay Commission, and Milton Friedman. Are they really coming out of the same ethical and religious traditions? What are some of the implications of ignoring or dispensing with the Natural Law tradition? Does Friedman dangerously deplete the ethical resources of a delicate social ecology and balance between the individual and the community. Note: Friedman's theory of market justice is just the logical and historical continuation of Locke's second state of nature with its loss of natural law and social ethics in The Second Treatise of Government. Locke dropped his earlier emphasis on the community, common property, common welfare, and social justice while defining the rightful goal of humanity in terms of the market and unlimited property accumulation. Individual freedom and liberty were defined as subcategories of possessive individualism, materialism, utilitarianism, and market competition. Friedman updates Locke's 17-century thesis for the twentieth century and neo-classical economics. It is the market that will provide for individual rationality, freedom, happiness, and social justice. The classical and medieval traditions of morality and ethics have been rationalized (Weber), repressed (Freud), and eclipsed (Horkheimer). In the second half of chapter 5 of his major work, The Second Treatise of Government, Locke offers us a brief and sketchy analysis of the second state of nature which displaces the moral economy of Aristotle, Aquinas, and Hooker based on God and natural law and replaces it with a competitive and individualistic, class-based market economy (Hobbes and neo-classical economics). Friedman takes this analysis of Locke to its logical conclusions when he replaces morality and ethics with market rationality and efficiency.
Capitalism as Competition and Consumption or as Monopoly Capital and Economic Concentration: Finally, is Friedman's view of the market a mythical construct or phantasm of the nineteenth century? That is, is the market an economic structure of individuals and firms competing for scarce natural resources (production) and products (consumption) or is it a form of Monopoly Capitalism tied to a strong Industrial State. See McCarthy and Rhodes, Eclipse of Justice, for the development of a complex theory of the modern state (summary on pages 110 and 138) which has the following structural characteristics:
(1) maintains the massive inequality and class system through the welfare state (116-122)
(2) subsidizes research, development, and profit-making through direct spending, credit programs, tax expenditures, and other government subsidies of the corporate welfare system (138-145)
(3) rationalizes the formation of corporate monopolies, mergers, and corporate restructuring by means of horizontal and vertical integration and the creation of mega-mergers through social investment and social consumption (130 and 143-146) (4) stabilizes possible social unrest and economic injustices of a class system through the social welfare system for the poor, unemployed, and sick (111-115)
(5) insures access to cheap natural resources, production material, and markets through neo-liberal imperialism and a strong military
(6) keeps the lanes of commerce and free trade open through a strong navy
(7) further subsidizes industrial production directly through the wasteful military-industrial complex
(8) represses worker rights, unionization, and political participation of its citizens through the legal and legislative system
(9) reorganizes the workplace based on scientific management, the dual labor market, deindustrialization, and globalization
(10) stabilizes the economics system after periods of serious recessions or depressions (economic stagnation, stagflation of the 1960s, declining productivity and capital investment of the 1970s, high deficits of the 1980s, and financial meltdown of the Great Recession of 2008-09 (126-127)
(11) furthers capital accumulation and political legitimation through social capital and social expenses (135-138)
(12) and lately attempts the dismantling of the social welfare state (Social Security, Medicare, and Medicaid) at the same time that it encourages and expands the corporate welfare state (146-150).
Conclusion: The idea of an autonomous, rational, competitive market economy that needs to be free from government interference or the idea of a minimalist or neutral state is truly a mythic and ideological construction given the history and political economy of Monopoly Capitalism and the Industrial State in the United States. Problems of high deficit spending and government interference in and undermining of market rationality, freedoms, and rights are further manifestations of an attempt to repress consideration of these broader structural issues and their corresponding questions of ethics and social justice.
Libertarianism and Market Freedom from the Spanish Enlightenment to Austrian Economics: For more on the conservative and libertarian critique of social justice as immoral, oppressively authoritarian, impractical, a violation of individual rights, liberties, and market freedoms, and conceptually confused, see the Spanish Enlightenment School of Salamanca known as the "first economic tradition" (two Dominicans: Francisco de Vitoria and Domingo de Soto and two Jesuits: Luis de Molina and Francisco Suarez), the Austrian School of Economics (Carl Menger, Ludwig von Mises, Eugen Böhm von Bawerk, Friedrich von Wieser, and Friedrich Hayek), and the contemporary economics of Robert Nozik, Milton Friedman, Joseph Schumpeter, Steven Horwitz, and Matt Zwolinski (https://sites.sandiego.edu/mzwolinski/videos/). The Corporate God: Is God a capitalist? For an analysis of the historical and theological relationship between Religion and Capitalism in the seventeenth and eighteenth centuries, see Richard Tawney, Religion and the Rise of Capitalism and in modern American Society since the Great Depression, see Kevin Kruse, One Nation Under God: How Corporate America Invented Christian America. Listen to Kruse interview on NPR, March 30, 2015 at:
http://www.wbur.org/npr/396365659/how-one-nation-didnt-become-under-god-until-the-50s-religious-revival.
See also, "Policy Basics: Where Do Our Federal Tax Dollars Go?," Center on Budget and Policy Priorities, March 11, 2015 at:
http://www.cbpp.org/research/policy-basics-where-do-our-federal-tax-dollars-go?fa=view&id=1258
For an important work that reveals how this new industrial and financial system has been validated by religion in America, see Kevin M. Kruse, One Nation Under God: How Corporate America Invented Christian America (Basic Books 2015) and Michael Novak and Paul Adams, Social Justice Isn't What You Think It Is (Encounter Books: 2015).
5. Pope John Paul II On Human Labor and
Pope Benedict XVI, Message on World Day of Peace (January 1, 2013)
(Recommended: G. McCarthy and R. Rhodes, Eclipse of Justice, chapter 5 and
Benedict XVI, Caritas in Veritate (Charity in Truth, 2009) and
Francis, Evangelii Gaudium (The Joy of the Gospel, 2013)

Papal Encyclicals on Democracy, Socialism, Human Rights, and Productive Labor
(Andrea Tornilli, This Economy Kills: Pope Francis on Capitalism and Social Justice

Papal Encyclicals, Liberalism, and Socialism: briefly discuss passages from the following Papal Encyclicals from the 19th to the 20th century: Leo XIII, Rerum Novarum, 1891; Pius XI, Quadragesimo Anno, 1931 and Mit brennender Sorge, 1937, John XXIII, Mater Et Magistra, 1961 and Pacem in Terris, 1963; Paul VI, Populorum Progressio, 1967 and Octagesimo Adveniens, 1971, World Synod of Bishops, Justice in the World, 1971, and Benedict XVI, Caritas in Veritate, 2009. Also discussed in this section is the United Nations Universal Declaration of Human Rights, 1948: political rights, Articles 1-22 and economic rights, Articles 23-30 in
http://www.un.org/en/documents/udhr/index.shtml.
For a useful summary of the history of Catholic social ethics, see "2,000 Years of Catholic Ethics" by Rob Esdaille in
http://www.catholicsocialteaching.org.uk/principles/history/
Recent Papal Encyclicals on Social Justice:
John Paul II, Laborem Exercens (September 14, 1881), Sollicitudo Rei Socialis (December 30, 1987), and Centesimus Annus (May 1, 1991) at:
w2.vatican.va/content/john-paul-ii/en/encyclicals/index.html
Benedict XVI, Deus caritas est (December 25, 2005) and Caritas in veritate (June 29, 2009) at:
w2.vatican.va/content/benedict-xvi/en/encyclicals/index.html
Francis, Lumen fidei (June 29, 2013) at:
w2.vatican.va/content/francesco/en/encyclicals/index.html and
Evangelii Gaudium (November 24, 2013) at:
w2.vatican.va/content/francesco/en/apost_exhortations/index.html
Secondary Interpretations of Recent Papal Encyclicals:
Edward P. Deberri, et al., Catholic Social Teaching: Our Best Kept Secret (2003)
Pontifical Council for Peace & Justice, Compendium of the Social Doctrine of the Church (2005)
Kenneth Himes, ed., Modern Catholic Social Teaching: Commentaries and Interpretations (2005) David J. O'Brien, ed., Catholic Social Thought: The Documentary Heritage (2010)
Thomas Massaro, Living Justice: Catholic Social Teaching in Action (2011)
Donal Dorr, Option for the Poor and for the Earth (2012)
Jim Yardley and Binyamin Appelbaum, "In Fiery Speeches, Francis Excoriates Global Capitalism," New York Times, July 11, 2015 at:
http://www.nytimes.com/2015/07/12/world/americas/in-fiery-speeches-francis-excoriates-global-capitalism.html?_r=0
Daniel Burke, CNN Religion Editor, "Pope Francis: 'Revolution' Needed to Combat Climate Control," June 18, 2015 at:
http://www.cnn.com/2015/06/18/world/pope-francis-climate-technology-encyclical/index.html
Robert P. Maloney, "Property and People", in America [magazine] (March 7, 2016) provides a good brief overview of Catholic Social Teaching, including more recent statements by Pope Francis at:
americamagazine.org/issues/property-and-people
Also see, the essays about John Paul II in the following works:
(1) Jonathan Luxmoore, "How an Unknown Text Could Throw New Light on John Paul II�s Views on Economics," in the Houston Catholic Worker, April 1, 2007. The newly discovered untranslated Polish text on Marx offers a new perspective on the relationship between the Pope and Karl Marx
https://cjd.org/2007/04/01/how-an-unknown-text-could-throw-new-light-on-john-paul-iis-views-on-economics/
(2) John Paul II's never seen and never published Polish-language lectures from the early 1950s titled Catholic Social Ethics
(3) Jonathan Luxmoore, "Wojtyla lectures reveal he saw communism as based in misunderstanding," in National Catholic Reporter, November 5, 2019
(4 ) Jonathan Luxmoore, "John Paul II: Capitalism's Trenchant Critic," in The Tablet, January 31, 2019.
Topics on Environmental Justice:
John Paul II, Peace with God the Creator, Peace with All of Creation, Celebration of the 23rd World Day of Peace (1990)
Benedict XVI, If You Want to Cultivate Peace, Protect Creation, Celebration of 43rd World Day For Peace (2010), and
Francis, Laudato Si: On the Care of Our Common Home (June 18, 2015) at:
http://www.papalencyclicals.net/Franc/index.htm
Richard W. Miller, God, Creation, and Climate Change: A Catholic Response (2010)
U. S. Conference of Catholic Bishops, Renewing the Earth (2012)
Thomas Berry, Dream of the Earth (2015)
Arthur Waskow, "Rabbis Against Climate Change," National, June 6, 2015 at:
http://forward.com/opinion/national/309548/rabbis-against-climate-change/
International Islamic Climate Change Symposium, "Islamic Declaration on Global Climate Change," August 17-18, 2015 at:
http://islamicclimatedeclaration.org/islamic-declaration-on-global-climate-change/
6. Joseph Stiglitz The Price of Inequality
(Recommended: McCarthy and Rhodes, Eclipse of Justice,, chapters 1-4)
Reaganomics, Public Policy, and Economic Crises in the United States
1.   L. Mishel, J. Bernstein, and H. Shierholz, The State of Working America: 2008-2009 (Economic Policy Institute) in
http://www.stateofworkingamerica.org/intro_exec.html and
tables and figures on wealth, income, inequality and poverty in the U.S. in
http://www.stateofworkingamerica.org/tabfig.html
2.   G. William Domhoff, "Who Rules America: Wealth, Income, and Power" (July 2011) (1% of households own 90% of wealth in America), in
http://sociology.ucsc.edu/whorulesamerica/power/wealth.html and
"Who Rules America: Power, Politics, and Social Change" (2010) in
http://sociology.ucsc.edu/whorulesamerica/
http://stevendiebold.com/90-of-the-worlds-wealth-is-held-by-1-of-the-population/
3.   Edward Wolff, "Recent Trends in Household Wealth in the United States" based on information from
the Survey of Consumer Finances (June 2007) of the Federal Reserve Board, especially page 26 (next SCF Report on
Wealth Distribution in the U.S. is scheduled for 2010) in
http://www.levy.org/pubs/wp_502.pdf
Survey of Consumer Finances, Federal Reserve Board of Governors, 2013, last updated October 2014 at:
http://www.federalreserve.gov/econresdata/scf/scfindex.htm
Edward Wolff, "National Report Card: Wealth Inequality," The Stanford Center on Poverty and Inequality," 2014 at:
https://web.stanford.edu/group/scspi/_media/pdf/pathways/special_sotu_2014/Pathways_SOTU_2014_Wealth_Inequality.pdf
Jordan Weissman, "The Great Wealth Meltdown: Middle-Class Families Are Worth Less Today Than in 1969," Slate: Money Box," December 2014 at:
William Domhoff, Who Rules American, "Wealth, Income, and Power," 2013 at:
http://www2.ucsc.edu/whorulesamerica/power/wealth.html
http://www.slate.com/blogs/moneybox/2014/12/08/collapse_of_middle_class_wealth_the_median_family_is_worth_less_today_than.html
http://www.slate.com/blogs/moneybox/2014/12/08/collapse_of_middle_class_wealth_the_median_family_is_worth_less_today_than.html
http://www.youtube.com/watch?v=EMu66keqDO0 and
http://www.federalreserve.gov/pubs/oss/oss2/scfindex.html
4.   http://www.thenation.com/blogs/actnow/441050/print
5.   http://www.thenation.com/print/article/36893/unjust-spoils
6.   http://economix.blogs.nytimes.com/2010/07/30/are-we-a-nation-of-property-owners/?hp
7.   "The Roots of Broadened Stock Ownership," United States Congress, Joint Economic Committee Study, April 2000 in
http://www.house.gov/jec/tax/stock/stock.htm
8.    Timothy Noah, "The United States of Inequality," Slate, September 3, 2010 in
http://www.slate.com/id/2266025/entry/2266026
9.    Nicholas Kristof, "Our Banana Republic," in The New York Times, November 6, 2010 in
http://www.nytimes.com/2010/11/07/opinion/07kristof.html?sq=Our%20Banana%20Republic&st=cse&scp=1&pagewanted=print and "A Hedge Fund Republic, in The New York Times, November 17, 2010 in
http://www.stateofworkingamerica.org/tabfig/05/SWA06_05_Wealth.pdf
10.    Economic Policy Institute, The State of Working American, 2008-2009 in
http://www.stateofworkingamerica.org/
11. "Wealth And Inequality In America," by Gus Lubin, Business Insider, November, 27, 2010 in
http://www.businessinsider.com/facts-about-inequality-in-america-2011-11#
12. "Health Care Costs and the Tax Burden," by Bruce Bartlett, Economix, June 7, 2011 in
http://economix.blogs.nytimes.com/2011/06/07/health-care-costs-and-the-tax-burden/?hp and
http://economix.blogs.nytimes.com/2011/05/31/are-taxes-in-the-u-s-high-or-low/
13. Joseph E. Stiglitz, "Inequality of the 1%, by the 1%, for the 1%," Vanity Fair, May 2011 in
http://www.vanityfair.com/society/features/2011/05/top-one-percent-201105?printable=true
14. Corporate Welfare Information Center: http://www.corporations.org/welfare/
"The $150 billion for corporate subsidies and tax benefits eclipses the annual budget deficit of $130 billion. It's more than the $145 billion paid out annually for the core programs of the social welfare state: Aid to Families with Dependent Children (AFDC), student aid, housing, food and nutrition, and all direct public assistance (excluding Social Security and medical care)," from
the Boston Globe Series on Corporate Welfare, in
http://www.corporations.org/welfare/#globe
15. Robert Greenstein, CBPP Statement on the �Cut, Cap, and Balance Act� That the House Will Consider on July 19, 2011 in
http://www.cbpp.org/cms/index.cfm?fa=view&id=3537
16. Half in Ten, "Restoring Shared Prosperity: 2010," in
http://halfinten.org/indicators and
http://www.halfinten.org/indicators/data
17. U.S. Census Bureau, "Supplemental Poverty Measure Latest Research," in
http://www.census.gov/hhes/povmeas/methodology/supplemental/research.html
18. PBS Frontline Series on Great Recession and Politics entitled "Money, Power, and Wall Street," April 24, 2012 and May 1, 2012. Examines the historical and structural origins of Credit Default Swaps, Derivatives, Collateral Debt Obligations, Subprime Mortgages, Toxic Mortgages, and the Financial Crisis of December 2007 -- June/July 2009 in
http://www.pbs.org/wgbh/pages/frontline/money-power-wall-street/
25. Economics, Class Ideology, and the Absurdity of Supply-Side Economics, in
http://nymag.com/daily/intelligencer/2014/08/paul-ryan-im-keeping-tax-cuts-for-the-rich.html
http://www.newrepublic.com/article/feast-the-wingnuts
26. "How the Case for Austerity has Crumbled," by Paul Krugman, at:
http://www.nybooks.com/articles/archives/2013/jun/06/how-case-austerity-has-crumbled/
27. See also Radio Times interview with Joseph Stiglitz on October 20, 2012 at:
http://whyy.org/cms/radiotimes/2012/10/02/nobel-laureate-economist-joseph-stiglitz-on-income-equality-in-american/
and Robert Reich's documentary Inequality for All, 2013 in Kenyon Library: HC106.84 .I543 2014
28. Board of Governors of the Federal Reserve System, "Report on the Economic Well-Being of U.S. Households in 2014," May 2015 at:
http://www.federalreserve.gov/econresdata/2014-report-economic-well-being-us-households-201505.pdf and
Paul Krugman, "The Insecure American," May 29, 2015.
7. Joseph Stiglitz The Price of Inequality
(Recommended: McCarthy and Rhodes, Eclipse of Justice, chapter 4)

Income and Wealth Distribution, Class Inequality, and the Functions of the Corporate and Social Welfare State
Seven Videos on the Great Recession of 2007-2008 and the Structural Crisis of the U.S. Economy:
(1) Richard Wolff, Capitalism Hits the Fan: A Lecture on the Economic Meltdown, A Media Education Foundation Production, 2009
(2) Robert Reich, Inequality for All, Anchor Bay Entertainment, 2014
(3) The Crisis Forum, Wealth Inequality in America, Perception vs Reality, March 4, 2013 at https://www.youtube.com/watch?v=vttbhl_kDoo
(4) Donald Barlett and James Steel, America: What Went Wrong?, June 1992 at http://www.c-span.org/video/?26765-1/america-went-wrong
(5) Charles Ferguson, director, Inside Job, 2010, Academy Award for Best Documentary Feature
(6) Frontline, Inside the Meltdown, February 17, 2009 at http://www.pbs.org/wgbh/pages/frontline/meltdown/view/ and
(7) Frontline, Money, Power & Wall Street: Inside Story of the Financial Global Crisis, April 24 and May 1, 2012, at http://www.pbs.org/wgbh/pages/frontline/money-power-wall-street/

Wealth, Power, and Taxes in the United States: Wealth for the Common Good (April 2010):
1.   Dennis G. Hodgson, "The Distribution of Wealth in America" (2004) in
http://www.faculty.fairfield.edu/faculty/hodgson/Courses/so11/stratification/income&wealth.htm and
Edward Wolff, "Recent Trends in Household Wealth in the United States" based on information from
the Survey of Consumer Finances (June 2007) of the Federal Reserve Board, especially page 26
(next SCF Report on Wealth Distribution in the U.S. is scheduled for 2010) in
http://www.levy.org/pubs/wp_502.pdf
See http://federalreserve.gov/econresdata/scf/scfindex.htm
2.   http://wealthforcommongood.org/wp-content/uploads/2010/04/ShiftingResponsibility.pdf
3.   http://www.thenation.com/blogs/edcut/548904/print
4.   the special edition of The Nation on "The New Inequality":
http://www.thenation.com/doc/20080630
5.    Barry Bluestone, "The Polarization of American Society" (1995) in
http://www.udel.edu/htr/Psc105/Texts/bluestone.html
6.   Emmanuel Saez, "Striking it Richer" (March 2008) in
http://elsa.berkeley.edu/~saez/saez-UStopincomes-2006prel.pdf
7.    Federal Deficits and the Bush Tax Cuts for Wealthy (Center on Budget and Policy Priorities and Congressional Budget Office:
http://www.offthechartsblog.org/whose-deficit-is-it-anyway/
8.    Frank Rich, "Who Will Stand Up to the Superrich?," in New York Times, November 13, 2010:
http://www.nytimes.com/2010/11/14/opinion/14rich.html?_r=1&ref=opinion&pagewanted=print
9.    Analysis of Current Federal Deficits and Bush Tax Cuts in "Critics Still Wrong on What's Driving Deficits in Coming Years,"
in Center on Budget and Policy Priorities (CBPP), by Kathy Ruffing and James R. Horney, June 28, 2010, in
http://www.cbpp.org/files/12-16-09bud.pdf and
Center on Budget and Policy Priorities (CBPP), "Economic Downturn and Bush Policies Continue to Drive Large Projected Deficits," May 10, 2011, in
http://www.cbpp.org/files/5-10-11bud.pdf and
Bruce Bartlett, "Are the Bush Tax Cuts the Root of Our Fiscal Problem?," New York Times, July 26, 2011, in http://economix.blogs.nytimes.com/2011/07/26/are-the-bush-tax-cuts-the-root-of-our-fiscal-problem/?pagemode=print
10.    Analysis of Bush Tax Cuts and Economic Growth in "Were the Bush Tax Cuts Good for Growth?," in November 18, 2010:
http://economix.blogs.nytimes.com/2010/11/18/were-the-bush-tax-cuts-good-for-growth/
11. "Putting Poverty on the Agenda" by K. vanden Heuvel, January 16, 2011 in http://www.thenation.com/print/blog/157759/putting-poverty-agenda
12. United States Federal Budget Proposals For 2012: President Obama, Congressman Ryan, and the Congressional Progressive Caucus, April 2011:
     I. Paul Ryan, The Path to Prosperity: Restoring America's Promise, House of Representatives, Committee on the Budget, April 2011:
http://budget.house.gov/fy2012budget/
http://www.roadmap.republicans.budget.house.gov/
     II. President Barak Obama, Budget Report for 2012, April 2011:
http://www.whitehouse.gov/omb/budget
http://www.cbo.gov/ftpdocs/100xx/doc10014/03-20-PresidentBudget.pdf
http://www.nationofchange.org/some-numbers-entitlement-bashers-1408977110
Thomas Edsall, "Redistribution and Obamacare," NY Times Op-Ed, April 22, 2015 at:
http://www.nytimes.com/2015/04/22/opinion/obamacare-hands-off-my-medicare.html?_r=0
     III. Congressional Progressive Caucus, U.S. Congress, The People's Budget, April 2011:
http://cpc.grijalva.house.gov/index.cfm?sectionid=70§iontree=5,70
13. Federal Reserve Board, vol. 98, no. 2, June 2012 in
http://federalreserve.gov/pubs/bulletin/2012/PDF/scf12.pdf and
Federal Reserve Board, "Survey of Consumer Finances,"
http://www.federalreserve.gov/econresdata/scf/scfindex.htm
14. Robert Greenstein, Director of Center for Budget and Policy Research: Homepage and Essays on Republican Budget Plan of 2011
http://www.cbpp.org/
http://www.cbpp.org/experts/index.cfm?fa=view&id=21
Greenstein's Essay On Congressman Paul Ryan's Balanced Budget Amendment Plan (March/April 2011) -- The Path to Prosperity: Overview
http://www.cbpp.org/cms/index.cfm?fa=view&id=3442
On Paul Ryan's Balanced Budget Amendment:
Deep Cuts in Government Programs, esp. Medicare and Medicaid:
http://www.cbpp.org/cms/index.cfm?fa=view&id=3453
On Ryan's Plan to Cut 2/3 Benefits of Lower-Income Americans:
http://www.cbpp.org/cms/index.cfm?fa=view&id=3451
On Ryan's Plan to Cut Programs for the Poor:
http://www.cbpp.org/cms/index.cfm?fa=view&id=3446
15. Congressional Budget Office (CBO) Analysis of the Ryan Budget Plan:
http://www.cbo.gov/doc.cfm?index=12128
16. Center for Budget and Policy Priorities Analysis of Ryan's New Budget Proposal of March 2012:
http://www.cbpp.org/cms/index.cfm?fa=view&id=3723
17. American Catholic Bishops Statement in Critical Response to the Moral Justification of the Paul Ryan Budget Proposal of 2012:
http://www.usccb.org/news/2012/12-063.cfm
18. Comparison of President Obama's and Congressman Ryan's Dept Reduction and Budget Plans:
http://www.nytimes.com/interactive/2011/04/13/us/politics/comparing-republican-and-obama-budget-plans.html
19. Congressmen Carl Levin and Tom Coburn, Wall Street and the Financial Crisis: Anatomy of a Financial Collapse, Majority and Minority Staff Report Permanent Subcommittee on Investigations, Committee on Homeland Security and Governmental Affairs, United States Senate, April 13, 2011
http://levin.senate.gov/newsroom/supporting/2011/PSI_WallStreetCrisis_041311.pdf
20. Worker Control and Economic Democracy in
http://www.thenation.com/print/article/161255/employee-ownership-road-shared-prosperity
21. Andrew Fieldhouse, "The People's Budget: A Technical Analysis," Economic Policy Institute analysis of the Congressional Progressive Caucus (Summary: http://cpc.grijalva.house.gov/files/The_CPC_FY2012_Budget.pdf), in
http://epi.3cdn.net/55d8ba5873e5bd097e_avm6b8rb1.pdf and
George Zornick, "Austerity Alternative," in The Nation, in
http://www.thenation.com/blog/164679/austerity-alternatives
22. For more details about the corporate and personal tax system in the U.S. and Paul Ryan's Budget Proposal for 2012, see the Citizens for Tax Justice website at:
http://www.ctj.org/
"Ryan Budget Plan Would Cut Income Taxes for Millionaires by at Least $187,000 Annually" at
http://www.ctj.org/ctjreports/2012/03/ryan_budget_plan_would_cut_income_taxes_for_millionaires_by_at_least_187000_annually_and_facilitate.php
"Who Pays Taxes in America?" at:
http://ctj.org/ctjreports/2012/04/who_pays_taxes_in_america.php
More on Ryan Budget Proposal, "This Week in Poverty: Republicans Define 'Lower-Priority Spending'," by Greg Kaufmann,
May 11, 2012 at:
http://www.thenation.com/blog/167842/week-poverty-republicans-define-lower-priority-spending
23. Nearly 6o Catholics Leaders Respond to Paul Ryan's Budget as Immoral in
http://www.faithinpubliclife.org/newsroom/press/catholic-leaders-to-rep-paul-ryan-stop-distorting-church-teaching-to-justify-immoral-budget/
United States Conference of Catholic Bishops on Federal Budget FY 2013 and Health Care in the United States at:
http://www.usccb.org/news/2012/12-063.cfm
"What Ryan Missed: What Catholic Social Teaching Says about Solidarity and Subsidiarity," by Gerald J. Beyer
(America: The National Catholic Weekly, June 4, 2012) at:
http://www.americamagazine.org/content/article.cfm?article_id=13455&o=40365
24. Congressional Research Service (Library of Congress), "Taxes and the Economy: An Economic Analysis of the Top Tax Rates Since 1945," by Thomas Hungerford, September 2012 (Critique of Supply Side Economics) and Tax Policy Center, "On the Distributional Effects of Base-Broadening Income Tax Reform," by Samuel Brown, William G. Gale, Adam Looney, August 1, 2012
Total Taxes Paid by U.S. Citizens and Corporations: A Comparative Analysis in "Seven Facts About Our Broken Tax System, by George Zornick, The Nation (April 15, 2014) at:
http://www.thenation.com/blog/179354/seven-facts-about-our-broken-tax-system
25. Hard Schneider, "Communists Have Seized the IMF," Washington Post, February 26, 2014 and International Monetary Fund Paper on the effects of Economic Redistribution and Equality on Economic Growth at:
http://www.washingtonpost.com/blogs/wonkblog/wp/2014/02/26/communists-have-seized-the-imf/
26. Inequality in the United States at:
http://www.nationofchange.org/2014/10/13/seething-anger-inequality/
http://www.nytimes.com/2014/11/17/opinion/inequality-unbelievably-gets-worse.html?_r=0
http://www.nationofchange.org/2014/12/01/slap-face-wealth-gap-images/
27. UC Berkeley Labor Center, "The High Public Cost of Low Wages" (April 13, 20015) at: http://laborcenter.berkeley.edu/the-high-public-cost-of-low-wages/
28. "Ten Serious Flaws in the House and Senate Budget Plans," by Robert Greenstein, Center on Budget and Policy Priorities, April 20, 2015 at:
http://www.cbpp.org/research/federal-budget/ten-serious-flaws-in-the-house-and-senate-budget-plans
29. U.S. Government Accounting Office, "Retirement Security: Most Households Approaching Retirement Have Low Savings," May 2015 at:
http://www.gao.gov/assets/680/670153.pdf and
New York Times, "Social Security in an Election Year," The Editorial Board, JAN. 2, 2016 at:
http://www.nytimes.com/2016/01/03/opinion/social-security-in-an-election-year.html?action=click&pgtype=Homepage&clickSource=story-heading&module=opinion-c-col-right-region®ion=opinion-c-col-right-region&WT.nav=opinion-c-col-right-region&_r=0
Eric Levitz, "The Republican Party Must Answer for What It Did in Kansas," New York Magazine, March 18, 2016, at:
http://nymag.com/daily/intelligencer/2016/03/gop-must-answer-for-what-it-did-to-kansas.html
8. Luke Luke and Matthew in the New Testament
Early Christianity, Jewish\Roman History, and the Sermon on the Mount and on the Plain
You may also want to consider a comparison of the narratives in Luke and Matthew.
What do they say that is similar or dissimilar? Compare the following passages:
Infancy of Jesus: Luke 2:1-20 and Matt. 2:1-2
Sermon: Luke 6:17-26 and Matt. 5:1-10
Story of the Swine & Demons: Luke 8:26 and Matt. 8:28 (see Mark 5:1-20)
Calling of the Apostles: Luke 6:12-16 and Matt. 10:1-4
Our Father: Luke 11:2-4 and Matthew 6: 7-15
Violence: Luke 12:49-53; Luke 22:35-38, 47-51 and Matt. 10:34, 27:27-31
Riches: Luke 16:19-31; Luke 18:18-27; Luke 20:19-26 and Matt. 22:15; Matt. 19:16
Last Judgment: Matthew 25:31-46
Entry into Jerusalem: Luke 19:28-38; Luke 22:35-38 and Matt. 21:1-16; Matt. 10:34-39 [Also compare: John 12:12-19 and the Hebrew Bible's Book of Zechariah 9:9-10].
Andrew Sullivan, "Forget the Church, Follow Jesus," Newsweek, April 9, 2012
Gary Gutting, "Returning to the Sermon on the Mount," New York Times Opinion Page, April 19, 2012
9. Luke Luke in the New Testament and
Douglas E. Oakman, The Political Aims of Jesus (Minneapolis: Fortress Press, 2012)
Recommended: M. Douglas Meeks, God the Economist: The Doctrine of God and Political Economy,
Intro, Chapts. 1 and 2, pp. 1-45, Jim Wallis, God's Politics, part IV, "Spiritual Values and Economic Justice,"
pp. 209-293, and the United Nations General Assembly, Universal Declaration of Human Rights

Social Justice, Hermeneutics of Suspicion, and Liberation Theology in the New Testament
The International Bill of Human Rights is the informal name given to one General Assembly resolution and two international treaties established by the United Nations. It consists of the Universal Declaration of Human Rights (adopted in 1948), the International Covenant on Civil and Political Rights (1966) with its two Optional Protocols and the International Covenant on Economic, Social and Cultural Rights (1966). (http://en.wikipedia.org/wiki/International_Bill_of_Human_Rights)
United Nations Universal Declaration of Human Rights:
1. Universal Declaration of Human Rights (1948):
http://www.un.org/en/documents/udhr/
2. Covenant on Economic and Cultural Rights (1966):
http://www2.ohchr.org/english/law/cescr.htm
3. Covenant on Civil and Political Rights (1966) :
http://www2.ohchr.org/english/law/ccpr.htm
4. Civil and Political Covenant's Optional Protocol (1966):
http://www2.ohchr.org/english/law/ccpr-one.htm
5. Summary of United Nations Agreements on Human Rights:
http://www.hrweb.org/legal/undocs.html
New Constitution of Egypt (2012): Look to South Africa, Canada, and Europe:
See also Egypt's Al-Hayat TV interview with Supreme Court Justice Ruth Ginsberg (January 30, 2012) regarding the creation of a new Egyptian Constitution and her recommendation that the best models for the protection of basic human rights would not be the old US Constitution but rather the Constitution of South Africa (1997), the Canadian Charter of Rights and Freedoms (1982), and the European Convention on Human Rights (ECHR of 1953), which was inspired by the United Nations Universal Declaration of Human Rights (1948).
The Historical Jesus: Was Jesus a Jew or a Christian?: Many fascinating questions arise as to the background, politics (Pharisees, Sadducees, Zealots, and Essenes), class, race, sexuality (beloved disciple and naked boy at Gethsemane, see Morton Smith), language (Aramaic and Greek), and religion of Jesus Christ. Who was the real Jesus? Was Jesus a Jew, a Christian, a Messiah, social revolutionary, and political criminal (Miranda), apocalyptic preacher (John the Baptist), divine (Gospel of John), eschatological sign or sign of the endtimes (Paul's Epistles), or neo-Platonic spiritualist (Origin and Clement of Alexandria)? Is Jesus the "Son of God" indicating he's the political leader and rightful king of Israel (Psalm 2) or is he one in unified being with the Father (Gospel of John)" Is Jesus the "Son of Man" indicating he is a human being? Jesus never refers to himself as the "Son of God." What do these terms mean? For an introduction to these questions, see the following works: Bart Ehrman, How Jesus Became God (2014), Misquoting Jesus (2005), and Lost Christianities (2003); Douglas Oakman, The Political Aim of Jesus (2013); John P. Meier, A Marginal Jew (4 vols.); and John Dominic Crossan, The Historical Jesus: The Life of a Mediterranean Jewish Peasant (1991), Jesus: A Revolutionary Biography (1994); and Will the Real Jesus Please Stand Up? (1999). Christianity has gone though a number of different transitions that have taken it from its materialist, social, and critical foundations in early Christianity to a very spiritualized (Constantine and Roman Empire) and sexualited more philosophy in the United States. See the writings of (1) Randall Balmer on race, segregation, and Liberty University and the historical and theological connected shift among Evangelicals in their moral teachings to anti-abortion and birth control in Mine Eyes Have Seen the Glory (2006), Thy Kingdom Come (2006), and "Jesus is not a Republican" in Chronicle of Higher Education; (2) Peter Gomes, The Good Book; (3) Robin Loven on homosexuality and the Bible; Leslie Dewart, The Future of Belief; and Diarmaid MacCulloch, Lower Than the Angels: A History of Sex and Christianity. The last work on sex and the church was reviewed by Kathryn Hughes who starts her review with the sentence -- "Jesus never mentioned homosexuals, masturbation or the role of women in social, let alone sacred, life." What was further lost in the modern transition in the Evangelical Christian Church is the materialistic and historical interpretation of Jesus as a traitor and revolutionary within the Roman Empire who wanted to return to the traditional Jewish traditions found in Genesis, Leviticus, and Deuteronomy in the Old Testament and in Matthew and Luke in the New Testament. Compare the passages on social justice from Matthew and Luke and then tie them back to those areas in the Old Testament that deal with the Sabbath and Jubilee. Matthew was a traditional Jew who saw Jesus as the fulfillment of Hebrew law, whereas Luke was a Gentile Jew who was the companion of Paul converting the Gentiles to the "Way." Note: Christianity became a distinct religion only about the mid- to late-second century and was fully established by the 4th century. James was the "brother" of Jesus and leader of the community in Jerusalem which followed the "Way" based on the religious and ethical principles of Amos and the Hebrew prophets. Today, unfortunately, Christianity is made in the image and likeness of capitalism.
10. Erich Fromm Marx's Concept of Man,
Fromm's, "Introduction," in Marx's Concept of Man, pp. 1-83 and Marx's essay,
"Alienated Labor," in the Economic and Philosophical Manuscripts of 1844, pp.93-109


Karl Marx and Natural Law:

Ancient Dreams of Social Justice and Moral Economy
from Jerusalem, Athens, and Berlin



Marx's theory of social justice and secular Natural Law of the Paris Manuscripts will be explored through the ancient and modern ethical traditions of the 5-H Club theorists: Ancient Hebrews (Torah and Prophets), Ancient Hellenes (ethics and politics of Aristotle), Hellenists and Medieval Scholastics (Luke, Acts in New Testament, and Thomas Aquinas), High-Spirited Germans (moral and social philosophy of Kant and Hegel), and Heavy-Hearted Germans (Romanticism of Winckelmann, Goethe, Schiller, Hoelderlin, and Heine). Matthew Arnold once wrote in Culture and Anarchy (1869), "Hebraism and Hellenism -- between these two points of influence moves our world...The final aim of both Hellenism and Hebraism, as of all great spiritual disciplines, is not doubt the same: man's perfection or salvation...The uppermost idea with Hellenism is to see things as they really are; the uppermost idea with Hebraism is conduct and obedience...At the bottom of both the Greek and the Hebrew notion is the desire, native in man, for reason and the will of God, the feeling after the universal order, -- in a word, the love of God...To get rid of one's ignorance, to see things as they are, and by seeing them as they are to see them in their beauty, is the simple and attractive ideal which Hellenism holds out before human nature." Using a critical hermeneutics, we can examine both the text and context of Marx's writings. These classical ethical ideals of the Ancient Hebrews, Hellenes, Hellenists, Modern Romantic poets, and German Idealists are the traditions and horizons through which Marx speaks in his social and economic theories. Without them, Marx appears as simply an economic and historical determinist reproducing a formal, positivistic science and mechanical, dialectical materialism. Instead, he constructs an historical and materialist phenomenology of spirit and secular natural law theory as he reconstructs and reinterprets the history of Western reason, culture, and Objective Spirit within a critical social theory with an emphasis on human dignity, creativity, and self-determination of human self-consciousness within the workplace. He replaces Hegel's alienation of culture in Kant's oppressive moral imperative and Robespierre's violent French Revolution with the alienation of capitalist production and the ethics and politics of Aristotle. Hegel originally first replaced the alienation of the Objective Spirit -- German Enlightenment and the French Revolution -- and the breakdown of the state and moral community with the speculative idealism and false consciousness of the Absolute Spirit of philosophy, religion, and art. The contradictions of society were to be healed by a neo-Platonic set of ideas. However, Hegel will turn away from the Absolute Spirit in his later writings as he attempts to modify this second form of the Unhappy Consciousness with a return to the revised social institutions of the Objective Spirit in his writings on natural law, System der Sittlichkeit, and the Philosophy of Right. Marx, in turn, will replace Hegel's theory of natural law and the state with Aristotle's social theory of classical politics and moral economy. (Listen to the Fromm/Marx lecture.)

Longing For The Ancients: Classical Ethical Traditions in Marx

1.   ANCIENT HEBREWS: TORAH AND PROPHETS:  creativity and co-divinity of humanity, covenant for the poor, weak, and dispossessed, priority of the community, compassion and loving-kindness (hesed), righteousness, justice, and fairness (tzedakah), charity and justice (mishpat), protection of human dignity and the community, critique of idolatry, wealth, and money fetishism, and distributive justice of the

THE COVENANT AND THE STRUCTURES OF POLITICAL ECONOMY AND JUSTICE

SABBATH AND SOCIAL JUSTICE
(Genesis 1: 26-27 and Exodus 22 and 23):
(1) land lies fallow every seventh year
(2) release of debtors from their debts
(3) no interest lending or usury -- abomination and worse than bestiality
(4) no exploitation of poor and those in want
(5) usury and interest are forms of idolatry and worship of money (7) access to God is through the covenant and community

JUBILEE AND SOCIAL JUSTICE
(Leviticus 25, Deuteronomy 15:1-4 and Deuteronomy 24:14-15):
(1) right of redemption of sold property
(2) all leased or mortgaged lands were to be returned to their original owners
(3) all slaves and bonded laborers were to be freed
(2) restore property, protection of the weak and powerless (3) release from servitude and debt
(4) no more creditor and no poverty
(5) fair days wages
(6) economic redistribution
(7) critique of usury, private property, and class inequality
(8) keeping the covenant (Sedekah)
(9) return to the community (Mishpat) and relative equality since the community and covenant are the only access to God (Fromm, 44; Marx, 96). >br> (10) protection of the weak and the community

Marx and the Traditions: Social Justice and the Critique of Capitalism from the Ancients to the Moderns

ANCIENT HEBREWS: MOSES, PROPHETS, AND TORAH:  In the final analysis, liberalism, as a political and economic ideology, is fundamentally at odds with the central themes, principles, and traditions of social justice in Western thought, including the Ancient Hebrews in the Old Testament whose main ethical goal was to maintain the integrity and institutions of a moral community based on the economic and social principles of helping the poor and the stranger, compassion for the weak and needy, adherence to fair price and fallow land, the call for the timely redistribution of wealth and property, the right of release, redemption, and return of property to the original owner, freeing of slaves, and the forgiveness of debts [Genesis 1:26-27, Exodus: 22: 19-27 and 23: 10-11 (Sabbath Year); Leviticus 25: 8-13 (Jubilee Year) and 25: 25, 27, and 28 (Jubilee Year and Priestly Code); Deuteronomy 15: 1-4 (release of debts), 24: 14-15 (fair wages and against oppression of workers); Proverbs 22: 22-23 and 29-7 (rights of the poor); Amos 2: 6-8 and 5: 21-24; Jeremiah 7: 4-7 and 22: 15-16; and Ezekiel 16: 48 (sin of Sodom -- lack of compassion for the stranger, the poor, and the needy). This tradition was followed by the Early Christians of the Hellenistic period in the New Testament who focused on issues of political economy, the fair distribution of wealth and power, the rejection of foreign oppression and military occupation by the legions of the Roman Empire, and the return to the ethical principles of the Torah and the Jubilee and Sabbath Year as they were reinterpreted in early Christian socialism and "the kingdom of God on earth" with its denunciation of idolatry and the worship of the god of money: Luke 2: 1-20 and Matthew 2: 1-2; Luke 6:17-26 and Matt. 5:1-10; Luke 8: 26 and Matt. 8:28; Luke 6: 26 and Matt. 8:28; Luke 12-16 and Matt. 10:1-4; Luke 11:2-4 and Matt. 6: 7-15; Luke 12:49-53, 22:35-38, and 47-51 and Matt. 10:34 and 27::27-31; Luke 16: 19-31, 18:18-27, and 20: 19-26 and Matt. 22:15 and 19:16; Matt. 25:31-46; and Luke 19:28-38, 22: 35-38 and Matt. 21: 1-16 and 10: 34-39)]. Marx and Engels were both well educated in the Old and New Testament. Marx had taken a course on the Old Testament book Isaiah from Bruno Bauer, a Young Hegelian and leading New Testament biblical scholar, at the Friedrich Wilhelm University in Berlin during the summer semester of 1839 and author of Critique of the History of Revelation. (Note: Engels was actually more interested in the study of religion with his many writings on the subject, including Letters from Wuppertal, The Peasant War in Germany, Bruno Bauer and Early Christianity, The Book of Revelation, and On the History of Early Christianity; to this list it should be added his many letters of correspondence with the pastors Friedrich and Wilhelm Graeber.) Also part of the influential traditions antithetical to the values of liberalism and capitalism, and influencing the development of Marx's social theory, are the Ancient Greeks (Aristotle) and the Medieval Christians (Thomas Aquinas and Scholasticism).

Marx creates a theory of social justice grounded in a secular natural law by reconstructing a materialist theory of the phenomenology of spirit in which the Ancient Hebrews, Hellenes, and Hellenists, Medieval Scholastics, and Modern German Romantics and Idealists, along with the Classical French and British political economists, are integrated into a critical theory of history, society, and the spirit. The goal of this social ethics and phenomenology is a dialectical understanding, moral critique, and political emancipation of human work, political economy, and economic democracy. Thus, Marx's theories of Natural Law and Ethics are framed within the history of Western consciousness and reason in search of the moral principles of social justice and the social institutions of the good life and ideal community (Objective Spirit) from the Covenant, Tzedakah, and Mishpat in Torah, Jubilee, and the Sabbath with its ideals of love, kindness, and compassion espoused by Moses and the Hebrew prophets (Old Testament) and by Jesus Christ (New Testament); the Polis and Oikonomike at the heart of Athenian virtue, happiness, and the democratic polity (Aristotle); and the System der Sittlichkeit as the ethical community and public virtue of the family, civil society, and the state (Hegel). Both Hegel and Marx rejected the alienation of modern liberalism, utilitarianism, and the Enlightenment, but it was only Marx who creatively blends together classical ethics, political economy, and critical science in his moral critique of modern capitalism to create a new theory of social justice for modern society. In order to accomplish this Herculean task, he supplied the missing element in Hegel's alienation of the Objective Spirit -- Ethics, Social Consciousness, and Politics -- by replacing the false idealism and second unhappy consciousness of the Absolute Spirit of philosophy, religion, and art with Aristotle's objective materialism and social theory of classical ethics and politics. In the process, metaphysics and idealism are replaced by historical materialism and critical science.

2.   ANCIENT HELLENES: ARISTOTLE:  establish a moral community based on friendship, citizenship, need (chreia), grace, reciprocity, and familial and communal love (philia), telos of humanity and happiness expressed as moral and intellectual virtue, reason, and politics, political freedom, equality, and self-realization, critique of market economy and unnatural wealth acquisition (chrematistics), the ideal society as a democratic polity where citizens seek to develop a virtuous life of political participation (praxis), public deliberation (bouleusis), and self-determination and the implementation of economic and political justice found in the Nicomachean Ethics and the Politics: distributive, rectificatory, reciprocal, and universal (political) justice (Fromm, 61, 63; Marx, 97, 98, 102, 103, 137-138, 146).

3.   ANCIENT HELLENISTS, STOICS, AND MEDIEVAL NATURAL LAW SCHOLASTICS:  continued the natural law tradition of the ancient Hebrews and Hellenes into the late medieval era: the Hellenistic period of the New Testament and early Christianity of Luke and Acts stressed the primacy of the moral community, economic redistribution, common ownership of possession, wealth belongs to the community, honor Christ through charity and justice to neighbors, human need, brotherhood and love, critique of hoarding and private property, and defense of social justice; the Stoics from the 3rd century BCE to the 6th century AD held a natural law of wisdom (sophia, sapientia), justice (dikaiosune), bravery (andreia), temperance (sophrosune), generosity, virtue, moral autonomy, and individual sovereignty (Greeks Zeno of Citium and Chrysippus to the Romans Cato the Younger, Seneca, and Marcus Aurelius); and the medieval Scholastics (Schoolmen) of the 11th-15th century emphasized, in turn, natural law, the moral economy, human dignity, community, and a critique of private property and market economy. Tawney in Religion and the Rise of Capitalism referred to Marx as "the last of the Schoolmen" -- last of the Aristotelian natural law theorists. Marx is also viewed by Ernst Bloch as a natural law theorist who was influenced by Rousseau; in fact, Bloch argues that Rousseau's political ideas of natural law, individual freedom, and popular sovereignty are simply a modern restatement of the New Testament (Hellenistic) Sermon on the Mount. This places Marx in a tradition antithetical to that of economic determinism and scientific naturalism (Marx, 137). For more details about the influence of the New Testament and early Christianity on Marx, see J. Miranda's main works Marx and the Bible, Marx Against the Marxists, and Communism in the Bible.

4.   HIGH-SPIRITED GERMAN IDEALISTS: KANT AND HEGEL:  Kant's theory of individual moral autonomy, sovereignty, equality, freedom, human dignity, and self-legislation of the categorical imperative and natural laws, self-determination through moral action, kingdom of ends, and critique of possessive individualism, utilitarianism, and Enlightenment epistemology and moral philosophy of empiricism and rationalism; Hegel's defense of reason, self-conscious activity (praxis), social ethics or institutional and structural ethics, and moral economy, critique of alienation, and the loss of substantive reason; and the praise of human activity and creativity in the Transcendental Subjectivity of Kant and in the Self-Conscious Spirit and social praxis of the Subjective, Objective, and Absolute Spirit of Hegel expressed in morality, society (family, economy, and state), culture, and history (Fromm, 41-42, 61; Marx, 101). Hegel built his natural law theory upon a synthesis of the modern spiritual and self-conscious Subject (Rousseau and Kant) with the Greek ethical community and good life (Plato) within a modern constitutional monarchy. He recognized that the conflict between the Natural Law and Natural Rights traditions could not be resolved; the notions of abstract rights and individual freedoms would have to be redefined to incorporate the moral insights of Rousseau and Kant. The narrow egoism and liberal self-interest of a market economy would be replaced by an emphasis on the moral dignity and self-determination of human subjectivity within an ethical community. In a similar fashion, Marx constructs his natural law theory upon these same ideas with the intention of integrating the Ancients and the Moderns. However, moving beyond Hegel's theory of law and the state, he undertakes this project with the aid of Spinoza's theory of natural law and democracy in Tractatus Theologico-Politicus (1670) (Chapter 16 on democracy), George Grote's new historical treatment of Athenian democracy in The History of Greece (1846-1856), and Aristotle's theory of ethics, politics, and the democratic polity in the Nicomachean Ethics and the Politics. Individual freedom and self-determination are realized not in natural rights or civil society (buergerliche Gesellschaft), but in an economic and political democracy based on equality, freedom, and popular sovereignty -- the Paris Commune of 1871.

5.   HEAVY-HEARTED GERMAN NEOCLASSICISTS AND ROMANTICS: GOETHE AND SCHILLER: longing for the ancients (Griechensehnsucht) with their epistemological and aesthetic ideals of simplicity, beauty, and harmony, integration of the sensuous and the spiritual in knowledge and art, formation of a balanced and integrated human being, human creativity according to the laws of beauty, and critique of the Enlightenment dualism of the mind and body with its fragmentation, alienation, and disenchantment of human experience and human life. According to Marx, alienation is a form of social activity or labor in which human beings lose their moral economy, productive creativity, divinity, self-conscious activity, beauty, individual sovereignty, community, needs, friendship, and social justice. From these five traditions spring the inspiration for Marx's critique of political economy and modern capitalism; from these traditions flow the ideals of Athens, Jerusalem, and Berlin; and from the awe-inspiring and horizon-expanding heights of the Acropolis, the Temple Mount, and the Universitaet unter den Linden, Marx is able to critically view the factories, markets, and dark, inner alienation of London, Leeds, and Manchester (Marx, 102).


SUMMARY OF MARX'S THEORY OF SOCIAL JUSTICE:

     Marx's theory provides a synthesis of the Ancients and the Moderns, Athens and Berlin, and Ethics and Science into a comprehensive theory of legal, ecological, political, and economic justice. Social Justice represents an examination of the Culture, Structures, Institutions, and History of liberalism and capitalism in order to judge if they further or inhibit human self-development and the good life -- that is, if they further or inhibit Virtue, Reason, and Democracy. These are the traditions which make so much sense of Marx's theory of alienation from the product of production based on private property and class ownership, the process or organization of production and specialized labor (division of labor), species being based on praxis, community, reciprocity, human need, freedom, self-realization, and self-determination, and, finally, the other, community, and natural law. It should be noted that Marx's critique of alienation and exploitation in the workplace is a continuation of the Old Testament condemnation of sodomy. The analysis of the Old Testament and the sin of sodomy has been transformed and misformed by some modern Christian thinkers to refer to anal and oral sexual activity. Sodomy has been individualized (liberalism) and sexualized (reductivism and pelvic morality) from its original biblical and historical context of social ethics. Looking at Genesis: 18-19 and Ezekiel: 16 more closely we see that the sin of sodomy is an Old Testament moral transgression about the use, abuse, and exploitation of the poor, needy, weak, vulnerable, and the stranger; it was about wealth, greed, lack of care for the poor, abandonment of the laws of hospitality and the loss of justice and righteousness toward the poor and stranger. Like Marx, it is a sin of exploitation and abuse of the other. It is a social sin, not a modern sexual sin. Marx seems to have been updating the bible as he develops a theory of capitalism as the modern historical form of sodomy. Ezekiel: "This was the guilt of your sister Sodom: she and her daughters had pride, excess of food, and prosperous ease, but did not aid the poor and needy." See Judges: 19, Genesis: 19, Ezekiel: 16: 48-50 and 53-56, and Matthew: 10 and 25. For an analysis of Social Justice in the Old and the New Testament, see the following:

SOCIAL JUSTICE IN THE NEW TESTAMENT
  Comparing Luke and Matthew: What do they say that is similar or dissimilar?

Infancy of Jesus: Luke 2:1-20 and Matt. 2:1-2
Sermon: Luke 6:17-26 and Matt. 5:1-10
Story of the Swine & Demons: Luke 8:26 and Matt. 8:28 (see Mark 5:1-20)
Calling of the Apostles: Luke 6:12-16 and Matt. 10:1-4
Our Father: Luke 11:2-4; Matthew 6: 7-15
Violence: Luke 12:49-53; Luke 22:35-38, 47-51;  Matt. 10:34, 27:27-31
Riches: Luke 16:19-31; Luke 18:18-27;Luke 20:19-26; Matt. 22:15; Matt. 19:16 [See also: Acts 4:31-37]
Last Judgment: Matthew 25:31-46
Entry into Jerusalem: Luke 19:28-38; Luke 22:35-38; Matt. 21:1-16; Matt. 10:34-39.
[Also compare: John 12:12-19 and the Hebrew Bible's Book of Zechariah 9:9-10]
Look for any references to these materialist issues:
(1) distribution of wealth and power
(2) politics & religion
(3) foreign oppression
(4) military occupation
(5) the political economy of ancient Israel
(6) gender issues
(7) religious structures and authority
(8) return to Torah, the Covenant, Jubilee, and Sabbath Year
(9) political resistance to Roman Empire
(10) redistribution of social wealth and maintenance of a moral community.
Many current scholars of the New Testament, not just Liberation Theologians, have approached the question of Jesus from a sociological and cultural anthropological route. They see Jesus as the focus of political resistance against exploitative agrarian conditions under the Romans, and as an advocate of tax and debt forgiveness under God's eminent domain. This reading of the New Testament understands Jesus as a more prophetic and revolutionary figure than the standard, mainstream view.
Re-think and re-translate these Biblical stories, parables, prayers, prophecies, etc. into a twenty-first century critical theory of social justice. Re-make the Bible into a treatise on social justice that is relevant and applicable to citizens of Latin America and the United States.

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SOCIAL JUSTICE IN THE OLD TESTAMENT/TORAH 
References to Ethics and Social Justice in the Ancient Jewish Tradition
(1) Genesis 1: 26-27 -- human dignity, sovereignty, and stewardship over nature
(2) Exodus 22: 19-27 -- defense of the stranger, orphans, widows
(3) Exodus 23: 10-11 -- Sabbath Year (7th year): every 7th year the land lies fallow and uncultivated in order to regain its natural fertility and in order to let the poor and animals eat from what remains
(4) Leviticus 25: 8-13 -- Jubilee Year (50th year: Year of Release): deals with land, property, and property rights; return of sold property, return to family, and letting the land lie fallow; release of slaves and prisoners
(5) Leviticus 25: 25, 28 and 27 (Priestly Code) -- Jubilee Year and the redemption of property to original owner, release of the slaves and prisoners
Jubilee Year: https://en.wikipedia.org/wiki/Jubilee
Sabbatical Year: https://en.wikipedia.org/wiki/Shmita
Deuteronomy 15: 1-4 -- Sabbath Year and the release of debts
Deuteronomy 24: 14-15 -- against oppression of workers and call for fair wages
Proverbs 22: 22-23 -- do not rob or abuse the poor
Proverbs 29: 7 -- rights of the poor
Amos 2: 6-8 -- punishment for those who mistreat the righteous, needy, poor, and the indebted
Amos 5: 21-24 -- justice and the critique of the idolatry of religion
Jeremiah 7: 4-7 -- injustice as the oppression of the alien, fatherless, and widow, and idolatry
Jeremiah 22: 15-16 -- knowledge of God through the poor and needy
Ezekiel 16: 48-48 -- guilt of Sodom was pride and wealth, and not helping the poor and needy


SOCIAL JUSTICE

CULTURE + STRUCTURES + INSTITUTIONS + HISTORY
and
VIRTUE + REASON + DEMOCRACY





11. E. F. Schumacher Small is Beautiful, part I: chapters 1-4 and part III: chapters 1-2
Buddhist Economics and Moral Economy: Metaphysics of Western Liberalism, Economics, and Science
Buddhist Critique of Western Economics: critique of capitalist market, industrial production, and individual consumption, liberalism, market rationality and freedom, industrial expansion, urbanization, centralization of political and economic power, politics and social ideals, and science, technology, and nature. Examine the unconscious values, ethical ideals, and hidden normative assumptions underlying Western science, economics, and the Enlightenment.
Metaphysics of Economics: Buddhist analysis of meta-economics or the metaphysics of economics: (8-9) growth\large is beautiful (29-30), centralization of economic and political power, possessive individualism, greed, and self-interest (Natural Rights) (44), economism (31), technical and formal rationality (37-38), economics and the distortion of virtue (45), pathology of Western economics and ethics (51), and critique of the Enlightenment and Western reason (32-33 and 48-49). The meta-theory that underlies Western rationality and economics assumes the unquestioned validity of Enlightenment science (logic, method, and reason) and capitalism (political economy). Schumacher undertakes a critical deconstruction of economics as both a science and a social institution, including an analysis of unlimited economic growth, centralized state and bureaucracy, and Western science and reason. In turn, Schumacher's anarchist theory calls for economic and technological decentralization, workers' control, small-scale technology, democracy, and a critical ecology. Compare Marx's democratic and decentralized socialism with Schumacher's democratic anarchism. How are the different and how are they similar?
12. Paul Farmer Pathologies of Power, chapters 5 and 6 and
Steven Brill, "Bitter Pill: Why Medical Bills Are Killing Us," The Times (Feb. 20, 2013)

Health Care, Human Rights, and Social Justice in Developing Countries
Health Care and Human Rights: health care as a natural and human right from J. Locke's The Second Treatise of Government and UN Declaration of Human Rights; critique of market medicine, scientific medicine, and Western rationality (163); examination of the underlying ethical and political assumptions of medicine; medicine as political and economic ideology -- the relation between capitalist medicine and the pathologies of power; methodology of Farmer: to see the role of medical health care providers, to judge their actions on the basis of ethical principles, and to act according to the needs of the community, human dignity, democratic values, and the common good: relationship between observation, immanent critique, and theory of action within a general framework of the "pragmatic solidarity with the poor"; and analysis of the various approaches to health problems (154): charity, which is a symptom of real problem and avoidance of social ideals, development on the model of the IMF and World Bank, which represents a simple technological fix, and social justice, which examines structural violence in the form of disease, work, and poverty. Farmer examines issues of health and human suffering through the lens of social justice, human rights, the preferential option for the poor, and Liberation Theology. The moral foundation of his ethics and critical theory of medicine lies in the principles of the community and the corresponding immanent critique of capitalism and market science.
Health Care, Ethics, and Human Needs: Critique of Market Medicine: the health care advocacy organization Partners in Health, to which Paul Farmer belongs, has offered five fundamental principles directing their work: (1) emphasis on primary health care, (2) critique of market medicine and call for free health care and education, (3) community partnerships, (4) addressing social and economic needs, and (5) public engagement and structural reorganization of society to help the poor and the sick. Farmer's immediate goal is to reclaim the prophet power of language relating to medicine, illness, and social pathologies. His integration of poetry (23 poems mentioned) and social theory leads to a more in-depth treatment of the pathologies of disease, medicine, and political power. Farmer creates a critical form of social poetry.
13. Robert Pirsig Zen and the Art of Motorcycle Maintenance
Critique of the Logic and Method of Western Reason, Science, and the Enlightenment
Crisis of Cartesian Reason and Disintegration of Society: motorcycle odyssey from Chicago to San Francisco as metaphor for an intellectual journey and the search for meaning in a meaningless world of functional rationality (84) -- we live in a world that is "emotionally hollow, aesthetically meaningless, and spiritually empty" (102), that is, the nihilistic void of modernity. About this moral and rational void, it has been written: "Our current modes of rationality are not moving society further into a better world. They are taking it further and further away from that better world." This quotation is from "The Twelve Principles of Buddhism," drafted by Christmas Humphreys for The London Buddhist Society in 1945.
Reintegration of Classical and Romantic Understanding: The story represents a trip to rediscover spiritual reason and ethics; adventure in search of the "ghost of reason" (31-32); crisis of reason and split between Classical (Apollo) and Romantic (Dionysus) reason (15, 24, 61-62, 64, 84, 93-94, and 101) -- split between motorcycle maintenance and motorcycle riding, mind and body, spirit and physical, form and appearances, science and art, and classical and romantic reason; examination of the loss of meaning and values in modernity; logic of Descartes (15) and method of Popper (93), as keys to the understanding of Western reason, are then juxtaposed to the forms of dehumanization, disenchantment, and formal rationality in society; functional mechanism, formal rationality, and internal logic of motorcycle are related to the structure and logic of government bureaucracy and the factory (87-88); and the journey connects the logic and method of the Enlightenment to the logic and method of Capitalism resulting in the recognition of the alienation of both the mind and the body. The dualism and conflict between the mind and body, classical and romantic understanding is overcome on the journey across country and across epistemology: as we move from Hume to Kant and Poincare, we reincorporate form and appearance, object and subject, and reason and passion. The return to the Greeks and Protagoras (subject as measure) is simply the logical conclusion of neo-Kantian philosophy of knowledge and science as Object (empiricism) and Subject (idealism) are reunited with Quality, Care, and Craftsmanship in Greek philosophy and Zen Buddhism.
History of Modern Reason from Empiricism and Idealism to French Conventionalism: the first part of this philosophical journey moves from the empiricism of Bacon and Hume (115 and 117-118) and the rationalism and dualism of Descartes (61-62) to the transcendental subjectivity of Kant (117 and 119) and the philosophy of science and epistemological pragmatism, conventionalism, and nominalism of Poincare (236-237 and 240-241). Poincare argued that mathematical truths were conventions of time, space, and causality that are chosen on the basis of aesthetic values, that is, "on the basis of mathematical beauty, of the harmony of numbers and forms, and of geometric elegance" (240). Thus the review of the history of modern reason begins with a critique of Objectivity in empiricism and rationalism and a critique of Subjectivity in idealism and pragmatism. The solution to the weaknesses of each traditional epistemology lies in moving beyond objectivity and subjectivity to issues of Quality in Greek thought. The second part of the trip takes an interesting turn back to the Greeks and the Sophism of Protagoras with his moral relativism, rejection of Plato's universal Forms or substances (337-338 and 340), and his theory of quality encapsulated in the phrase "man is the measure of all things," the virtue, arete (340-341), and the moral excellence of Homer (339-341), and the love, healing power, creativity, and madness of Phaedrus (349-359). Rather than being the passive reflection (empiricism) or active source (idealism) of Objectivity, humanity is the "measure" and "creator" of values and forms of virtue, beauty, and goodness: Objectivity and Subjectivity are integrated in a virtuous, aesthetic, and imaginative life of care and action. Poincare's philosophy of science begins the transition to an alternative theory of knowledge (241) and moves us towards a return to Protagoras and Phaedrus. Pirsig's intellectual adventure extends from the constitution of the objectivity of substances, causality, and scientific laws to the measurement and creation of Quality, Care, and Craftsmanship in the Homeric tradition of virtue, Existentialism of Heidegger's care and meaning, and the quality of life and creativity in Buddhism. It is not the a priori categories of the mind which define human life and experience, but the values and actions of the ancients. Objectivity and Subjectivity make sense only as Care or active involvement in the world of nature, community, and creation. In the beginning of Pirsig's analysis of the history of modern reason from Hume to Poincare there is analytic clarity and philosophical preciseness -- a classical understanding of reason; but once he enters into Greek philosophy, Existentialism, and Buddhism, Pirsig becomes vague, imprecise, and directionless -- a romantic understanding of reason. This mirrors the change from the predictable, monotonous, and uninteresting highways to the adventurous and off-trail roads of the mountains and small towns where there is no one correct or universal way.
Greek Philosophy and Buddhism: it is Quality and Care which create the new facts and objects of experience -- human beings as creators and craftsman. The move to Greek philosophy and Zen Buddhism represents a turn away from traditional epistemology of objectivity (Hume and Descartes) and subjectivity (Kant and Poincare) to a mediation of the world through creative action, beauty, and virtue (Protagoras, Homer, Phaedrus, and Buddhism). This provides us with a new foundation for an alternative theory of knowledge than that offered by the Enlightenment (241, 265, 266-267, 283, 323, 331, and 337-341). It also offers the West a way to reintegrate science and technology with art, beauty, and goodness. A new world of objectivity is created that has value, meaning, and beauty. This represents a synthesis of classical and romantic understanding and a healing of reason and madness (aesthetic inspiration) in love (Phaedrus) -- a healing of all Western dualisms. The Greek experience is then connected to the search for the care, quality, and spirit of Zen Buddhism in Becoming, harmony, and dharma (ethical duty and principles and teachings of the Buddha). The values of Quality and Care (247-248 and 356) may be found on the following pages: peace (117), community (126), craftsmanship (261), education (147), elimination of ego (189), rejection of the iron cage (195), and Quality and Becoming (215), beauty (323), order (338), harmony (342). The values of Buddhism lie in peace, justice, community, and continuity. The motorcycle adventure goes West to California, but then turns to the past and East as Pirsig attempts a synthesis of natural law (241) and virtue in the Greeks with the dharma, duty, harmony, and beauty of Becoming in Buddhism. This motorcycle trip is a journey into an alternative form of reason and spiritual revival which represents a critique of Western objectivity, reification, nihilism, and the iron cage, while offering a creative synthesis of Western technology (motorcycle), Greek philosophy, and Buddhism. Outlining the history and phenomenology of reason and science from Descartes and Hume, through Kant (constructivism) and Poincare (conventionalism), objective and empirical reality becomes a construct (ghost) of the human mind and scientific community. There is no transcendent, universal, and absolute objectivity or empirical nature; nor is there any universal natural theory or science; there are only products and projections of the human mind. We have moved beyond the limits of traditional scientific logic (Descartes, 61-62) and methods (Popper, 93). Not reflecting absolute truth, science can now be adjusted by integrating the ancient Greek tradition of virtue and wisdom with the Buddhist tradition of a critique of discursive logic, technical/mechanical knowledge, rejection of the conflict between subjectivity and objectivity, and the presencing of nature and consciousness -- the integration of classical knowledge and romantic knowledge. Now science is to be joined to virtue, care, craftsmanship, and quality.
14. Robert Pirsig Zen and the Art of Motorcycle Maintenance
Nature of Zen Buddhism and the Middle Path between Eastern and Western Reason
Nature of Buddhism: Pirsig begins his philosophical adventure by first traveling West with an analysis of objects and nature (Hume), consciousness and mind (Kant), scientific laws and nominalism (Poincare), relativism and the creative spirit of humanity (Protagoras), love (Phaedrus), and virtue (Homer) -- the reality of the world exists as mind and ghosts (31). We have traveled West to find the spirit of reason -- this book is a "ghost story" about mind and spirits (32). At the end of the trip, Pirsig recognizes that the world is an empty and meaningless void -- the world is Nothing. Meaning, substance, and reality are created by consciousness (Kant), the scientific mind (Poincare), the measurement of man (Protagoras), virtuous action (Homer), love, madness, and reason (Phaedrus), or a Quality and Care towards life and action with nature and community (Buddha). At this point in the story, Pirsig turns to the principles of Buddhism. In the nineteenth century in the West, the idea of the nothingness of the world led to the German Existentialism of Schopenhauer and Nietzsche and to a lesser extent to the Classical Social Theory of Weber and Durkheim. In the East, this recognition of the real emptiness of the world without essence or form led to Buddhism and the transformation of humanity. The mode of understanding nature is two-fold: classical or objective (technology) and romantic or subjective (art). Pirsig outlines the history of Western theory of knowledge along these lines from the objectivity of Hume (empiricism) and Descartes (rationalism) to Kant's integration of objectivity and subjectivity in German Idealism. With the writings of Poincare and Protagoras, Pirsig continues to uncover the subjective element of knowledge and science in the scientific consensus of the former and epistemological relativism of the latter. Once the two components of science are unearthed the subjective and romantic element of human creativity is expanded and blended with the quality, care, craftsmanship, and beauty of Zen Buddhism. The Quality of Zen Buddhism is united with the traditional subjectivity (art) and objectivity (technology) of Western rationality forming a new union in Pirsig's theory of science.
Western Epistemology, Eastern Buddhism, and the Critique of Objectivity and Metaphysics: Connect Pirsig's philosophical reconstruction of the history of Western epistemology and theory of science from Descartes -- Hume -- Kant -- Poincare to Protagoras -- Homer -- Buddha. Pirsig's emphasis is on a critique of Objectivity, dualism, and false consciousness (power of external objects and autonomous reality) in Western experience and science and a critique of empty Objectivity (belief in the permanence of objective reality), Subjectivity (permanence of self), and Metaphysics (transcendent reality) in Buddhism. Pirsig details the overcoming of Western Objectivity in empiricism and rationalism by German idealism and Kantian Subjectivity, and, in turn, the overcoming of Subjectivity in German idealism by the scientific conventionalism (social constructionism) of Poincare, the critical humanism and Sophism of Protagoras, and the epic virtue of Homer. For Buddhists, objective and transcendent reality, as well as the subjective reality of the self, are all illusions, since there is only the present moment that exists as part of the interconnected Oneness of becoming and life. Objects of science, art, religion, and sacred scriptures are rejected, pissed upon, or burned as means to shock us into recognizing their ultimate transience and impermanence; the purpose of the shock is to breakdown the discursive, objective, and analytical mind. Becoming replaces being as true Beauty resides in the ephemeral and fleeting moment of the present form. The art of motorcycle maintenance is to experience the transient moment which becomes an aesthetic experience of the Beautiful. Even Homer recognized that what makes human life superior to that of the gods is its transient nature. The East and West come together with the disillusionment and critique of metaphysical and epistemological realism and scientific objectivity. They are to be replaced in the Zen Buddhism of Pirsig by acting upon the central importance of Quality, Care, Craftsmanship, Dharma, Excellence, and Virtue (Arete) in our relationship to the Community and Nature. Pirsig sees both the East and West as having a common ground in the critique of Objectivity and Subjectivity. In the end, it is love that unites the mind and body, classical and romantic understanding, motorcycle maintenance and motorcycle riding, reason and madness, and Pirsig and Phaedrus: Modern Science and Technology are integrated with Quality and Care in a renewed middle path that expands social justice to include our relationship to Nature and Objectivity. What is missing in this "Westernized version" of Buddhism is the pragmatic and institutional support for virtuous action and social change.
Historical and Literary Foundations of Pirsig's Work: according to Pirsig, the trip ends in the East with the discovery of Buddhism and the spirit of nature and humanity. Correspondingly, this course on "social justice" ends with a study of Buddhism; examination of Buddhism and general influence of Eastern philosophy on the Western Enlightenment, 18th-century Physiocrats, Thomas Jefferson, Benjamin Franklin, Max Mueller, Thomas Merton, Allen Ginsberg, Eugene Herrigel, D. T. Suzuki, Alan Watts, Jack Kerouac, Heinrich Rickert, and Martin Heidegger. Western society seems to move in the direction of the East when its own religious and philosophical traditions have run into serious problems or have become spiritually exhausted. Discuss Buddhist and Taoist contributions to Western concepts of equality, fairness, meritocracy, democracy, justice, and science.
Buddhist Principles of the Four Noble Truths and Eight-Fold Path: the teachings of Buddha follow the middle path between materialism and hedonism AND asceticism and self-mortification: there is suffering, all things are impermanent, there will be an end to human suffering, and the way to enlightenment is through meditation, integration with life and nature, life and needs are within oneself, rejection of Cartesian dualism, and rejection of the Hindu self, that is, rejection of the saved self and the disembodied self. Unlike in Hinduism, suffering is not an illusion or veil of Maya, but is real. There is an openness to impermanence and change along with a rejection of nihilism and eternalism. On the other hand, there is a paradox: although there is no permanent self, there is something permanent in the collective or aggregate feelings, matter, emotions, perceptions, and will (skandhas). The goal is to see things anew by using koans, thus no longer filtering our understanding of the world through the "gumption trap" (283) or our preconceived cultural ideas and assumptions. Koan is a meditative strategy and process of Rinzei Zen used to break down the rigid patterns of discursive reasoning and Western logic. Examples: what was your original face before you were born; what is the sound of one hand clapping? Or, does a dog have the buddha-nature? Examine the relationship between Phaedrus' madness and Buddhist enlightenment.
Buddhism, Social Ecology, and Natural Law: Finally, examine the ethical principles of Buddhism, its integration of life, humanity, and nature, and its social ethics and critical ecology. Outline the eighteen principles of the Earth Charter and the attached analysis of the Buddhist Perspectives on the "Earth Charter." The Earth Charter, whose drafting committee was chaired by Steven Rockefeller, was completed in 2000 and represented an international consensus on Environmental Ethics: global interdependence, sustainable development, social and economic justice, respect for nature and the community, ecological integrity, human rights, and participatory democracy.
For a more detailed examination of Buddhism, Ethics, and Social Justice, see:
(1) the preamble and Buddhist ethical and political principles of The Earth Charter (2000):
http://www.earthcharterinaction.org/content/pages/Read-the-Charter.html
(2) "The Twelve Principles of Buddhism" from The London Buddhist Society (1945):
http://chippit.tripod.com/buddhist_principles.html
(3) Buddhist Perspectives on the Earth Charter (Boston: Ikeda Center for Peace, Learning and Dialogue, 1997).
What would public policy, environmental ethics, and government action look like based on the Buddhist principles of Quality and Care? Summarize the reading on Zen Buddhism and the readings for this course on Social Justice by discussing the relationships between Buddhist Social Ethics and Western Natural Law.


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SOCIAL JUSTICE IN THE WESTERN TRADITIONS:

INTEGRATING THE ANCIENTS AND THE MODERNS



NATURAL LAW: THE ANCIENTS


I. HEBREWS:
Creation, Covenant, Community, Sabbatical Year, Jubilee, economic redistribution, and anti-usury, human dignity, equality, history and faithful remembrance, moral community as source of life and well-being anti-dualism, responsibility and moral praxis, regard for nature and reverence for life, charity (mishpat), mercy or loving kindness (hesed), righteousness, fairness, and justice (tzedakah), love and structural or social justice, world, and restore unity (tikkun olam) through covenant, mercy, and justice

II. HELLENES:
Happiness (eudaimonia) and the good life (function of man): virtue: intellectual and moral virtue (arete) honor, nobility, and courage character and moderation political wisdom practical knowledge (phronesis), principles of democracy: political deliberation, understanding, and dialogue principles of household economy: common good, general welfare, and social responsibility, moral economy (oikonomike) vs. market economy (chrematistike), equality, participation, and self-determination in public sphere: citizenship as office holding and public judgments, ruling and being ruled, friendship and citizenship, theory of need, mutual sharing, and reciprocity, temple of graces: need, friendship, and citizenship, philia: love of family, neighbors, and friends, theory of polis: self-sufficiency, self-realization, virtue, and political knowledge, best constitutions and ideal polity: democratic polity, and social justice:

       A.        Economic Justice:
           1.        redistributive
           2.        rectificatory
           3.        reciprocal

        B.        Political Justice:
                      universal

III. HELLENISTS, PATRISTIC FATHERS, AND SCHOLASTICS:
Patristic Fathers � 2th-7th Century: sharing possessions, brotherhood, critique of hoarding, community is divine, primacy of moral community, moral critique of wealth and power, common ownership of property, wealthy as banditry and theft, wealth belongs to the community, honor Christ through neighbors, and social justice Scholastics -- 11th-15th Century: defense of moral economy, critique of private property, universality of human nature, human dignity, primacy of community, and critique of market economy

IV. CRITICAL GERMAN SOCIAL THEORY:
social critique structure of political economy alienation, class, and power economic exploitation critique of private property, surplus value and profits social justice workers' control over production economic democracy economic/structural crises and ethical irrationality of capital and individual freedom and rights: human rights, species being, creativity, self-determination, self-realization, and economic democracy








NATURAL RIGHTS: THE MODERNS


I. POSSESSIVE INDIVIDUALISM:
Hobbes: state of nature, individualism, and violence of nature;
Locke: natural rights, labor, property, life, liberty health, and property

II. UTILITARIANISM:
Jeremy Bentham and James Mill: happiness defined in terms of individualism, materialism, and hedonism, and individual pleasure

III. NEO-CLASSICAL ECONOMICS:

utilitarianism and individualism, individual freedom and consumption, rational choice theory, freedom as personal taste, market rationality, market defines rationality and justice, market justice and consumption, rational choice theory, personal freedom, free will, choice, and happiness defined as consumerism, and wealth and inequality result from individual accomplishments and abilities


THE MIDDLE PATH: BETWEEN NATURAL LAW
AND NATURAL RIGHTS


French Declaration of the Rights of Man and of the Citizen (1791)
UN Declaration of Human Rights (1947)
Papal Encyclicals (19th and 20th centuries)
Economic Justice for All (1986): 6 Moral Principles


1. human dignity
2. community
3. participation
4. "option for the poor"
5. human rights

On Liberty and the Principles of Political Economy by John Stuart Mill:
human freedom, personality development, democracy, and
economic and social justice







Addendum

Marx and the Athenian Polis: Integration of Aristotle's Ethics and Politics with Modern Political Economy and the Critique of Capitalism


The goal of this work was to draw the connections between Ancient philosophy and the Greek polis and Modern social theory and political economy in order to reconfigure and reinterpret Aristotle's major works Nicomachean Ethics (Philosophy: happiness and the good life of moral and intellectual virtue from courage, moderation, and wisdom to friendship and citizenship) and The Politics (Sociology: institutions and structures of political economy, moral economy, and political democracy) for the modern age. This rewrite will take the form of joining together Ethics, Social Theory, and Social Justice. The main academic goal behind this effort is to fuse the intellectual horizons (Horizontverschmelzung) of Philosophy and Sociology, Ethics and Social Theory, Virtue & Natural Law and Political & Economic Democracy, and Social Justice and Social Science, thereby creating a critical and dialectical discipline or Science with Heart (Herz: ethics, virtue, and moral/social principles) and Spirit (Geist: politics, reason, social institutions, and empirical/historical research). The future of a democratic, egalitarian, and just society within a moral economy is open to those who can dream with critical insight and practical vision, while also looking back to the Ancients for inspiration, compassion, and hope (Griechensehnsucht). Professor McCarthy recently published a book outlining Marx's six-point theory of social justice while integrating the latter's early and later writings into an ethical and political whole. An outline of the various Forms of Justice in Marx's writings include the following:

PART I: Marx's Theory of Social Justice Based on Aristotle's Ethics and Theory of Happiness, Practical Wisdom, and Moral and Intellectual Virtue:

(1) Civil and Legal Justice and Human Rights: emancipation and human rights of free speech, assembly, public participation, and political democracy as articulated in the French Constitution and the French Declaration of the Rights of Man and of the Citizen, which was originally drafted by Abbé Sieyès and the Marquis de Lafayette in consultation with Thomas Jefferson in 1789 and then expanded in 1791, 1793, and 1795 (On the Jewish Question, 1843).
(2) Workplace Justice and Workers' Control: worker ownership of private property and the means of production along with the economic rights to equality, freedom, human dignity, beauty, self-determination, and worker creativity in a moral community of artisanship and industrial production. These ethical and political ideals were derived from the traditions of Aristotle to Kant, Schiller, and Hegel in his early writings. Marx's early philosophical writings continue where Hegel's Objective Spirit in the Phenomenology of Spirit left off -- with the French Revolution and Kantian philosophy but within a new and expansive interpretation of historical materialism and a new theory of legal and workplace justice (Economic and Philosophical Manuscripts of 1844).
(3) Ecological Justice and Nature: non-exploitative, non-alienated, organic, and ethical view of nature based on Aristotle's Physics and Metaphysics.

PART II: Marx's Theory of Social Justice Based on Aristotle's Politics, Economics, and Theory of Democracy and Political Wisdom:

(4) Distributive Justice and Human Needs: economic reciprocity, fairness, and redistribution based on human needs within a moral economy from the Critique of the Gotha Program (1875).
(5) Political Justice and Democracy: decentralized politics, workers' communes, producer cooperatives, economic democracy, and self-government "of the people, by the people" expressed in the Paris Commune of 1871 (Civil War in France, 1871).
(6) Economic Justice and the Critique of Unnatural Wealth Acquisition and Capitalist Production: critique of the structures of political economy, the logic of capital, and the political incoherence, ethical immorality, and economic contradictions of the alienation, class exploitation, and human misery of a market economy and capitalist production in his later writings of the Grundrisse (1857), A Contribution to the Critique of Political Economy (1859), and Capital (1867, 1885, and 1894). Traditionally, these later economic writings have been misinterpreted through the positivist prism of naturalism and scientism that predict economic crises and the historically inevitable breakdown of the capitalist system. However, on closer investigation, these writings reveal that, when viewed from within the framework of the German Idealism of Hegel and Schelling and the political and economic theory of Aristotle, they expose the structural irrationality, social immorality, and dialectical contradictions of capitalism. For Marx, the logic, structures, and contradictions of capital or unnatural wealth acquisition, as with Aristotle, are incompatible with a society based on virtue, practical wisdom, freedom, equality, self-determination, and democracy, that is, they are morally incompatible with Ethics and Politics.

Liberalism and capitalism are incompatible and inconsistent with the ethical values and political ideals of the Ancients and the Moderns. With its materialism, consumerism, market morality, class oppression, workplace alienation and exploitation, political authoritarianism, global colonization and militarism, and racism, modern industrial society offends the heart, soul, spirit, and reason of humanity and democracy. Marx used his early and later ethical, political, and economic theories, along with his historical and empirical research, in a manner similar to Aristotle -- they were to provide the foundations for his theory of social justice, and not the foundations for a positivistic, Enlightenment, and economic science. Note: Corresponding to each chapter and aspect of social justice, there is a different understanding of the nature of social science and social research methods -- historical science, hermeneutical or interpretive science, human or moral science (universal humanism), phenomenological science (historical materialism and the history of Western consciousness and ideas), critical science (immanent critique), dialectical science (contradictions in the structures, logic, and ethics of political economy), etc. -- that goes beyond the boundaries, questions, and methods of modern positivism and contemporary American sociology and that integrates Science and Social Justice.

Marx's theory of justice follows closely Aristotle's broad theory of social justice found in his Nicomachean Ethics and The Politics:

PART I: Nicomachean Ethics, Happiness, and the Virtuous Life

(1) Rectificatory Justice: Civil Law and Politics
(2) Ethics, Virtue, Love, Friendship, and Practical Wisdom
(3) Environmental Justice: Physics and Metaphysics of Organic Nature

PART II: The Politics, Political Economy, and the Democratic Polity

(4) Particular Justice: Economic Reciprocity and Fair Distribution in the Oikonomike
(5) Universal Justice: Politics and Democracy
(6) Chrematistike and Critique: Critique of a Market Economy of Private and Unnatural Wealth Acquisition


Summary: Marx was a nineteenth-century critical social theorist who redefined and retranslated Aristotle's theory of virtue, natural law, moral economy, democracy, and social justice for the modern age. From this perspective, we can characterize Marx as Aristotle with an umlaut -- Aristötle. But with the alienation, disenchantment, repression, and eclipse of reason, these traditions and connections (Horizontverschmelzung) have been lost and must be imaginatively and systematically reconstructed for the modern audience. In order to accomplish this task, Marx integrates and expands Aristotle's ancient theory of ethics (happiness and virtue), and politics (rectificatory, particular, and universal justice) into his modern theory of socialism and social justice. Socialism is an economic and political democracy characterized by the following: a democratic and egalitarian social system grounded in the ethical principles of a moral economy and secular natural law that was to be based on universal human and political rights; productive worker creativity and spirituality, individual freedom and self-determination, respect for the dignity and productive contributions of each person as a species being, and individual fulfillment of sovereign artisanship and the aesthetic laws of beauty in the workplace; political and economic democracy grounded in workers' associations, and the self-government of the people, by the people, political decentralization, and general participation in public, rational discourse; fair economic redistribution, reciprocity, equality, and the realization and satisfaction of fundamental human needs and the common good; and, finally, respect for the integrity and being of the natural environment.

Socialism represented a critique and rejection of the isolated, lonely, and lost individualism of liberal society; the existential crisis of a disenchanted and meaningless world based on alienated, powerless, and exploited labor, and the free choice of consumer goods and personal utility in a market economy; limited market legal rights protecting class and corporate power and privilege; false liberal democracy which only hides, represses, and protects the irrationality, waste, dehumanization, and poverty of capitalism; the logical (dialectical) and structural contradictions and continuous crises of capitalist production; consumer economy based on false consciousness, distorted human needs, and corporate advertisement; centralized and authoritarian state that undermines true democracy; state militarism, war, and colonialism; and the further abuse and exploitation of nature, class and racial differences, foreign populations, and the human potential for true political and economic freedom and self-realization. The rights of life and liberty in a moral economy are reduced to the market rights of property, wealth, self-interested competition, mindless consumption, and the limitless acquisition of political and economic power (Bellum omnium contra omnes). True democracy is fundamentally contradictory to the principles, values, ideals, and institutions of modern liberalism; natural law and natural rights are incompatible ethical and political doctrines, just as a moral economy and market economy are incompatible social systems; and individual freedom within a market economy is impossible and ultimately destructive of the potentialities of human life. According to the ethics of socialism, human life should mean more than price, profits, power, and consumption.


Marx and the Traditions: Social Justice and the Politics of the Ancient Hebrews, Hellenes, and Hellenists

Karl Marx creates a theory of social justice grounded in a secular natural law by reconstructing a materialist theory of the phenomenology of spirit in which the Ancient Hebrews, Hellenes, and Hellenists, Medieval Scholastics, and Modern German Romantics and Idealists, along with the Classical French and British political economists and socialists, are integrated into a critical theory of history, society, and the spirit. The goal of this social ethics and phenomenology is a dialectical understanding, moral critique, and political emancipation of human work, political economy, and economic democracy. Thus, Marx's theories of Natural Law and Ethics are framed within the history of Western consciousness and reason and integrated into a search for the moral principles of social justice and the social institutions of the good life and ideal community (Objective Spirit):

(1) Ancient Hebrews, Moses, and the Prophets in the Old Testament: The Covenant, Tzedakah, and Mishpat in Torah, Jubilee, and the Sabbath express the ideals of love, kindness, and compassion for the poor and weak espoused by Moses and the Hebrew prophets in the Old Testament. Their principal ethical goal was to maintain the integrity and institutions of a moral community based on the economic and social principles of helping the poor and the stranger, mercy and loving kindness (hesed), equality and primacy of the community, care of people and stewardship of nature, righteousness, compassion for the weak and needy, adherence to fair price and fallow land, the call for the timely redistribution of wealth and property, the right of release, redemption, and return of property to the original owner, freeing of slaves, and the forgiveness of debts [Genesis 1:26-27, Exodus: 22: 19-27 and 23: 10-11 (Sabbath Year); Leviticus 25: 8-13 (Jubilee Year) and 25: 25, 27, and 28 (Jubilee Year and Priestly Code); Deuteronomy 15: 1-4 (release of debts), 24: 14-15 (fair wages and against oppression of workers); Proverbs 22: 22-23 and 29-7 (rights of the poor); Amos 2: 6-8 and 5: 21-24; Jeremiah 7: 4-7 and 22: 15-16; and Ezekiel 16: 48 (sin of Sodom -- lack of compassion for the stranger, the poor, and the needy).
(2) Early Christians of the "Way" and the Ethics of Primitive Communism in the New Testament: The Hebrew tradition was followed by the Early Christians (the Nazarenes) of the Hellenistic period of the New Testament. These first century Christians of the Synoptic Gospels continue the ethical ideals of the Old Testament in the life and teachings of Jesus Christ, who taught that the central moral doctrine of early Christianity and the ultimate and most important criteria for the Final Judgment rested on "feeding the hungry, clothing the naked, and protecting the most vulnerable" (Matt 25: 31-46). They focused their attention on the following issues of political economy: giving up wealth, providing for the poor, fair distribution of wealth and power, wealth distribution based on human needs, the rejection of foreign oppression and military occupation by the legions of the Roman Empire, and the return to the ethical principles of the Torah and the Jubilee and Sabbath Year as they were reinterpreted in early Christian socialism and "the kingdom of God on earth" with its denunciation of idolatry and the worship of the god of money: Luke 2: 1-20 and Matthew 2: 1-2; Luke 6:17-26 and Matt. 5:1-10; Luke 8: 26 and Matt. 8:28; Luke 6: 26 and Matt. 8:28; Luke 12-16 and Matt. 10:1-4; Luke 11:2-4 and Matt. 6: 7-15; Luke 12:49-53, 22:35-38, and 47-51 and Matt. 10:34 and 27::27-31; Luke 16: 19-31, 18:18-27, and 20: 19-26 and Matt. 22:15 and 19:16; Matt. 25:31-46; and Luke 19:28-38, 22: 35-38 and Matt. 21: 1-16 and 10: 34-39)].
(3) Ancient Greeks and the Athenian Ideals of the Polis and Oikonomike: Aristotle's Nicomachean Ethics and the Politics -- his moral philosophy, political economy, and social theory -- outline the heart of Athenian justice of virtue, love, wisdom, happiness, the household economy, grace, reciprocity, and democratic polity. These ideas continue into the Scholasticism of the Middle Ages and the social philosophy of Thomas Aquinas and his theories of property, community, ethics, and value of human labor.
(4) German Idealism of Kant and Hegel and German Romanticism of Goethe and Schiller: They create a new Copernican Revolution and transform our understanding of knowledge and the physical universe as subjectivity -- subjectivity (consciousness) creates the objectivity of the external world in perception and experience for Kant and self-consciousness and reason create the social world as the Objective and Absolute Spirit for Hegel. Just as in epistemology, moral philosophy is defined by the subjectivity of the categorical imperative for Kant, whereas, for Hegel, the social ethics of the System der Sittlichkeit is defined by the ethical community and public virtue of the family, civil society, and the state. German Idealism stressed the importance of consciousness and human creativity in knowledge, ethics, and society which Marx then joins together with the art, poetry, and literature of German Romanticism in the writings of Goethe, Schiller, Heine, and Hölderlin to form his ideas of the centrality of aesthetic beauty, harmony, self-determination, and ethical dignity in the creativity of human labor. Further building upon German Idealism, Marx creates his own theory of consciousness. ideology, historical materialism, dialectics and critical science, and the structural and logical contradictions of industry, private property, and capitalism.
(5) Modern French Socialism of Jean-Jacques Rousseau, Charles Fourier, Henri de Saint-Simon, and Pierre-Joseph Proudhon: This was a working class movement which rejected the abuse, exploitation, inequality, and poverty of human labor and workers under capitalism. Its representatives called for a more egalitarian society based on the ethical principles of communalism, fairness, the common good, and the economic redistribution of wealth, power, and production based on workers contribution, workers control over production, and the end to private property. The fundamental values of equality, community, fairness, and economic justice are found throughout the Ancient and Modern worlds in the shared principles of economic distribution based on human caring, dignity and need embedded in the Old Testament: Genesis 1:26-27 (imago Dei), Exodus, and Deuteronomy (Jubilee) and the New Testament: Luke 18 and Acts 2 and 4.
(6) Modern British Classical Economic Theory in the 18th and 19th Century: The nineteenth-century French socialists provide an important counterbalance to the classical British economics of Adam Smith and David Ricardo with the latter's understanding of the Industrial Revolution and capitalism articulated in the relationship between production and distribution; the rational balance among industrial production, individual consumer choice, and market price; the new mechanization of factory production and the technical division of labor; and the labor theory of value which some have argued has its origins in Aquinas' Summa Theologica. Marx will integrate these two modern economic traditions with the Ancients and German Idealism to develop a critical and ethical analysis of the inherent possibilities and social and economic contradictions (Widersprüche) contained within the labor theory of value and capitalist production itself -- alienation, exploitation, dehumanization, and the existential meaningless of human life all framed within the structural, ideological, and logical incoherence of capitalism itself. It is here that Marx is using Hegel's dialectic, adjusted in view of Friedrich Schelling's criticisms, and applying it to reveal the moral bankruptcy of capitalism (Aristotle's Ethics) and the structural and historical limits along with the internal and logical barriers of capitalist production to stability, expansion, and rationality itself (Aristotle's theory of household and moral economy [Oikonomike] and the rejection of immoral, irrational, and unnatural wealth acquisition [ Chrematistike]).
(7) Marx and the Phenomenology of the Social Spirit: The Ancient Hebrews, Hellenes, Hellenists, and Medieval Scholastics (Aquinas: Summa Theologica, especially in Second Part and Prologue to Pt. II) all played a central role in the development of Marx's critical social theory from his early Paris Manuscripts of 1844 to his later Grundrisse, Contribution to the Critique of Political Economy, and Capital. Both Hegel and Marx reject the alienation of modern liberalism, utilitarianism, and the Enlightenment, but it is only Marx who creatively blends together classical ethics, political economy, and critical science in his moral critique of modern capitalism to create a new theory of social justice for modern society. In order to accomplish this Herculean task, he supplies the missing elements in Hegel's alienation of the Objective Spirit -- Ethics, Social Consciousness, and Politics -- by replacing his false idealism and second unhappy consciousness of the Absolute Spirit of philosophy, religion, and art with Aristotle's objective materialism and social theory of classical ethics and politics. Marx retranslates and restructures Greek political and moral philosophy into German critical social theory, thereby creating the modern Germanic form of "Aristotle with an Umlaut" -- Aristötle. In the process, metaphysics and idealism are replaced by historical materialism and critical science. The end product of this imaginative synthesis of historical and intellectual movements is a theory of social justice which integrates the classical ideals of the Ancient and Modern traditions by fusing together ethics, politics, and political economy in order to help the poor, weak, and dispossessed within a communal economy. This is accomplished by building the institutional framework for a moral economy and political democracy, workers control and economic democracy, the working conditions that respect the dignity, creativity, and beauty of human labor, a balanced social and natural ecology of production and nature, and a critical and ethical science. In the final analysis, liberalism, as a modern political and economic ideology, is fundamentally at odds with the central themes, principles, and traditions of social justice in the whole of Western thought.


TO RETURN TO THE CLASS SCHEDULE AND REQUIRED READINGS FOR "SOCIAL JUSTICE," CLICK ON:

Social Justice: The Ancient and Modern Traditions


THE LECTURES PRESENTED IN THIS COURSE ARE ON DIGITAL AUDIO AND VIDEO DVD DISKS
AND HARD DRIVES IN THE KENYON COLLEGE LIBRARY ARCHIVES.