I am speculating that rofr would slow down with stocks down. Direct sales might slow down with a weaker economic backdrop. There might be some Canadians selling their
dvc contracts to protest the trade dispute - but a strong usd makes it attractive for them to sell the contract and vacation where the currency is weaker.
I am hoping this opens up some fire sale direct dvc opportunities. Maybe a repeat of their VGF or OKW sales, either at these locations or in spirit resorts in active sales.
Disney is likely in a cash raising mode to buy back shares vs buying/holding dvc contracts.