I think I predicted this too: Katrina drives up new home costs; rebuilding generates a lot of economic activity in the coast; after December, new homes (relatively) cost way too much, so existing home sales SOAR; by late 2006, the people who've sold their homes are looking to buy houses, and the prices of the NEW homes starts to come down, so there is a new burst of new home sales.
So Bush *does* have a hurricane machine that he intentionally steered so as to create the economic recovery....
There's a lot of people have to replace EVERYTHING from underwear to automobiles to homes. Invest in refrigerator and freezer manufacturers. You ought to see how many folks threw them out after power being off for several weeks.
Hurricanes and tornados are great for the economy and one reason Clinton was blessed in his term.