KUDOS FOR THE CONTRARIAN

Your Royal Society rightly commemorates the successes of the natural sciences. Many of these successes have been achieved because the problems of physics often involve objects large enough to be studied individually – the motion of the earth, for example. Or components small enough to be subject to statistical regularities – we can never predict the behaviour of an individual molecule or electron, but there are so many molecules and electrons that for most purposes it does not matter. Many of the phenomena we deal with in economics and business fall in between – the units of analysis are individualistic but also too numerous for their idiosyncrasies to be individually understood.

Economic systems are also dynamic. Dynamic in the sense that they evolve – which makes the mathematics harder. But also dynamic in the sense that the structural relationships constantly change. Some economists – perhaps a majority in your former American colonies – believe there is a deep underlying structure from which laws of economic behaviour that are universal in time and space can be deduced. I think that search is a wild goose chase and that the best we can do is to identify empirical regularities that
apply to particular contexts. Whoever is right, it is evident more work needs to be done in understanding the relationships.

But the killer is that dynamic complexity interacts with non-linearity. If that statement sounds like an extract from a monologue by Gordon Brown, UK prime minister, recall the (false) story that your predecessor, Richard III, lost the crown at Bosworth Field for want of a nail in the shoe of his horse. The point is that small differences in initial conditions can have dramatic differences in ultimate outcomes. The problem is often expressed through the metaphor of the butterfly which, by flapping its wings on one side of the world, sets in train a chain of consequences that results in a tornado many thousands of miles away.

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約翰•凱

約翰•凱(John Kay)從1995年開始爲英國《金融時報》撰寫經濟和商業的專欄。他曾經任教於倫敦商學院和牛津大學。目前他在倫敦經濟學院擔任訪問學者。他有著非常輝煌的從商經歷,曾經創辦和壯大了一家諮詢公司,然後將其轉售。約翰•凱著述甚豐,其中包括《企業成功的基礎》(Foundations of Corporate Success, 1993)、《市場的真相》(The Truth about Markets, 2003)和近期的《金融投資指南》(The Long and the Short of It: finance and investment for normally intelligent people who are not in the industry)。

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