Large Chinese institutional investors--who are increasingly moving their money out of China--might do worse than buying on-sale U.S. exploration and production companies.
It's funny but when I watch Betty Liu I don't really hear anything let alone remember.
If I look at the frackers themselves there's really 3 groups who took the hit in this downfall. The EOG and OXY faired the best only losing in the mid 20% range. Next the HES, APC and DUN group lost in the mid 30% range.
Lastly the next tier being EPA, NBL and CBT group shed around 40%.
You could probably cover everyone above with the FRAK etf which is down around 40%.
The suppliers fared much worse. Weatherhead lost around 55% while Core lost close to 50%.
When the dust settles the suppliers could be a nice bet.