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184。 It is a grave mistake to theorize before one has data
It is true that a person engaged in theoretical work could be no more satisfied than having his theories supported by empirical data. However, any excessive emphases on data, in general, would tend to exaggerate the importance of data and sometimes, even lead to danger.
As is agreed by most people, theories can be divided into several categories. Some kinds of theories focus on the phenomena in our living world, like the theory of gravitation, which need strong support from the data. While some other kinds of theories are concerned about the norms and regularity of our spiritual life, and could be deduced from a set of basic axioms, and thus they have little reliance on data. Most philosophers in history would have their respective perspectives about the universe and the basic problems that haunt our human beings for thousands of years. Hundreds of theories were brought up by these notable people who have the finest minds in history, but seldom were there any data to support these theories, because these theories are about what the world should have been rather than what the world had been, or, in other words, they are related to the value system and norm system of these philosophers. So they do not need data, and to tell the truth, data could hardly help.
Even if there are other theories trying to explain what the world have been, some of them could hardly be interpreted or supported merely by data, and sometimes, data are even unavailable for relevant study. For example, many economists are attracted by the institutional economics analysis, which could explain many historical changes in the transition from feudalism and capitalism. The ownerships have changed, the organization method of cooperates have improved, and of course, the living standard of the people has remarkably enhanced, but the hidden problems behind these obvious achievements that puzzled most economists are: how much on earth have the institutional changes influenced our living world, or, to what extent of our achievements could be indebt to the institutional revolution. Puzzles like this drive modern economists to give up the reliance on data, which could help little, and urges them to find a more in-depth perspective into the inherent mechanism of the discrepancy of feudalism and capitalism, and fortunately, this wise departure from data has assured many contributions to institutional economics study today.
In addition, excessive reliance on data could be followed by negative consequences, which might seriously and ironically undermine the theory that is initially intended to be supported by the data. In the late 1980s, a theory was brought up claiming that there existed some relationship between the sunspots and the economic cycle, and this theory was asserted to be strongly supported by the data. Unfortunately however, this theory was severely criticized by Professor Simon, the Nobel Laureate, who pointed out that this theory had no scientific foundation and was only founded on the superficial relationship in statistics, which made the theory vulnerable when faced with critical comments. Furthermore, too much emphasis on data also motivate an inclination to data mining, a technique with which one select variables and conduct surveys to get expected data that would satisfy the result of their theory, and obviously , this violates the universal accepted rule of doing a study.
In conclusion, I was not denying the importance of data, but put forward some suggestions to warn the excessive emphasis and reliance on data, since not every theory in every discipline needs data, and in some specific cases, data is hardly available to support the theory. At the same time, the inclinations of data mining are well worth our guarded eyes. |
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