@getcooking - we were on a steady recovery from mid July until the last week in November when we dropped like a rock for no apparent reason (let's call it a black update). December traffic historically should be rising, but it's falling. I do however predict a HUGE rise on 12/26 - it happens every year in my nice. If it doesn't, then we'll know they've tightened the screws again.
I'm not sure how long ago they did it, but ads are now at the bottom of the page in my niche, nothing at the top or right sidebar anymore. This could be they reason for our upset as we get re-assimilated, as usual.