Fear factor, channel checks and an overlooked advantage?

Lower jobless claims and lower inflation are pushing stocks higher today, as better-than-expected economic data fuel a rally. But is it too soon for investors to put fears aside? We’ll ask the experts. Plus, one analyst got an up close look at the inner workings of some discount retailers. She’ll explain why it led her to cut ratings on their stocks. And, when items are in short supply, who gets the product? Brick & mortar, or online retailers? We’ll talk to the Overstock.com CEO about the supply chain crunch.