Appendix A: References

All references formatted in APA 7th edition.

Foundational Works — Socialist and Communist Theory

Bernstein, E. (1961). Evolutionary socialism: A criticism and affirmation (E. C. Harvey, Trans.). Schocken Books. (Original work published 1899)

Hayek, F. A. (1944). The road to serfdom. University of Chicago Press.

Keynes, J. M. (1936). The general theory of employment, interest and money. Macmillan.

Lenin, V. I. (1992). The state and revolution (R. Service, Trans.). Penguin Classics. (Original work published 1917)

Marx, K. (1875). Critique of the Gotha Programme. In K. Marx & F. Engels, Selected works, Vol. 3 (pp. 13–30). Progress Publishers. (Posthumously published 1891)

Marx, K., & Engels, F. (2002). The communist manifesto (G. S. Jones, Ed., S. Moore, Trans.). Penguin Classics. (Original work published 1848)

Müller-Armack, A. (1965). The principles of the social market economy. German Economic Review, 3(2), 89–104.

Owen, R. (1813). A new view of society; or essays on the formation of human character. Cadell & Davies.

Polanyi, K. (1944). The great transformation: The political and economic origins of our time. Farrar & Rinehart.

Welfare State and Comparative Political Economy

Cole, G. D. H. (1956). A history of socialist thought: Vol. 3, The second international. Macmillan.

Esping-Andersen, G. (1990). The three worlds of welfare capitalism. Princeton University Press.

Hacker, J. S. (2002). The divided welfare state: The battle over public and private social benefits in the United States. Cambridge University Press.

Kenworthy, L. (2019). Social democratic capitalism. Oxford University Press.

Lindbeck, A. (1997). The Swedish experiment. Journal of Economic Literature, 35(3), 1273–1319.

Country Studies and Case Evidence

Corrales, J. (2011). Dragon in the tropics: Hugo Chávez and the political economy of revolution in Venezuela. Brookings Institution Press.

Norberg, J. (2003). In defense of global capitalism (R. Donatello, Trans.). Cato Institute Press.

Pérez, L. A., Jr. (2011). Cuba: Between reform and revolution (4th ed.). Oxford University Press.

Political Theory and Institutional Analysis

Dahl, R. A. (1989). Democracy and its critics. Yale University Press.

Fukuyama, F. (1992). The end of history and the last man. Free Press.

Rawls, J. (1971). A theory of justice. Harvard University Press.

Zakaria, F. (2003). The future of freedom: Illiberal democracy at home and abroad. W. W. Norton.

Data and Reports

Courtois, S., Werth, N., Panné, J.-L., Paczkowski, A., Bartošek, K., & Margolin, J.-L. (1999). The black book of communism: Crimes, terror, repression (J. Murphy & M. Kramer, Trans.). Harvard University Press.

Fraser Institute. (2023). Economic freedom of the world: 2023 annual report. Fraser Institute. https://www.fraserinstitute.org

OECD. (2023). Society at a glance 2023: OECD social indicators. OECD Publishing. https://doi.org/10.1787/39e462d7-en

Transparency International. (2023). Corruption perceptions index 2023. Transparency International. https://www.transparency.org/en/cpi

United Nations Development Programme. (2023). Human development report 2023/2024. United Nations. https://hdr.undp.org

World Bank. (2024). World development indicators: GDP per capita (current US$). World Bank Group. https://data.worldbank.org/indicator/NY.GDP.PCAP.CD

American Social Policy History

Blumenthal, D., & Morone, J. A. (2009). The heart of power: Health and politics in the Oval Office. University of California Press.

Hacker, J. S., & Pierson, P. (2010). Winner-take-all politics: How Washington made the rich richer — and turned its back on the middle class. Simon & Schuster.

Mettler, S. (2011). The submerged state: How invisible government policies undermine American democracy. University of Chicago Press.

Ross, D. (1993). The GI Bill: A perfect law (W. Tuttle, Jr., Ed.). Atheneum.

Social Security Administration. (2024). Fast facts and figures about Social Security, 2024 (SSA Publication No. 13-11785). U.S. Government Printing Office.