aristotle - 1:57 pm on Jul 30, 2013 (gmt 0)
On one of my sites I have seen direct traffic increase steadily but now believe that this is mostly Google traffic, presumeably with the referer missing.
Can you provide some more information about this? What does this "direct traffic" look like in your logs that would cause you to think it's actually coming from Google? Can you give an example.
I'm not saying that I doubt you -- I just think that this is a possibility worth exploring in more detail.