Fasten your seat belt -- peak hurricane season isn't until mid-September through mid-October, and we've had two hurricanes hit the Gulf Coast already.

We have to see how far downward revisions go. You better fasten your seat belt as we go through that...What's been going on, is there was a sort of misplaced euphoria.

As El Nino matures, it is expected to first impact the Atlantic hurricane season in late September and October, then U.S. temperatures and precipitation in the fall and winter.

If there's a La Nina around during hurricane season, the odds for more frequent and stronger hurricanes go up.

September is the new October,

Since the hurricane, we're actually doing very good here. There was (no revenue) in September. But October, November, December and January have surprised everyone, and revenues are fantastic.