Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Hercules Offshore (Nasdaq: HERO) and ATP Oil & Gas (Nasdaq: ATPG) each rallied more than 10% during intraday trading on hopes that platforms evacuated from the Gulf of Mexico would resume drilling soon.

So what: In particular, Tropical Storm Lee took some 239 production platforms offline over the Labor Day weekend. Now reports say workers are headed back to reopen roughly 100 Gulf oil and gas platforms.

Now what: Investors must be thrilled. The scars of Hurricane Katrina and other mega-storms haven't fully left the national consciousness, and a result we tend to fear the worst when clouds go dark. Lee, thankfully, never fully faded to black. Do you agree? Disagree? Please weigh in using the comments box below.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.