If it is a driver issue, I have never seen that one.
I would suspect malware first, being that it seems to be "messing with you".
But, I suppose it could be a problem a part of Windows that is not loaded in Safe Mode.
You are usually pretty good with the malware thing. Are you able to run any scans?
Have you tried a sytem restore?
does your taskbar show up ?
You said everything is fine in safe mode and you THINK you have restore turned off?
If there's a chance system restore is turned on in fact, then I would try going back to safe mode and try a restore point.