Makings of a major bear?!

Alright, it seems that my timming for buying put warrents abit off, sry about that, but then again market is as unpredictable as ever..having said that, recently alot of US data came out, some beat analysis expectations some didnt, overall the US data still points to one thing, contraction! Yet peopel are still buying into the market having factoring in data that "beat" analysis expectations.. i mean cmon how lame can they get, analysis expectations are very conservative by nature soo if for example US housing data by analysis says 0.78, then the real data comes out at 0.84 means its good news? Housing data below 1.00 means contracting... thats not all , central bank chiefs all over US already say that US might enter into a recession soon, not only that oil remains above $100 and food and commodities are like craziliy high.. what i think will happen next is that the most important data the US job data which is tml WILL BE very BAD! But then again it may be wrong .. zzz Well then if the data turned out good .. then i think its time to buy stocks for catch the recovering bull..but very unlikely.. i think .. consumers are beaten very badly these few mths soo i think Job data will be BAD. Recommendations to stick with your current put warrents , sell only if the job data turns out good or worse .. better then expected <_<